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Your Wealth & Beyond: The Financial Planning Podcast

Sep 28, 2021

As business owners, your goal isn’t just to build wealth–it’s to find purpose and create a real legacy. However, so many entrepreneurs make the same mistakes, day in and day out, leaving them undervalued and stressed out–and these errors take a toll that gets worse with every passing year, especially as you head...


Sep 2, 2021

At Bayntree, a lot of the small business owners and solo employers we work with start asking us one question as we get closer to the end of the year: what can I do to help save for retirement? 

 

There’s no right answer for everyone–in fact, it’s a bit of a mixed bag. There’s a lot of options, and you’ll need...


Aug 3, 2021

Whether you’re an entrepreneur, a business owner, or a solopreneur, YouTube can be an invaluable resource. It’s the second most trafficked search engine in the world with over 2 billion users logging in each month. Its algorithm has the power to make and break careers–and in a number of unique ways, it can help...


Jun 11, 2021

If you’re getting close to 50, you’re well on your way to retirement. You’ve got situations to look at, several possible mistakes you’ve already made, and some time to solve them–but the longer you wait, the worse the damage might be. 

Though today’s episode was made with the Gen Xers in mind, there is...


Apr 21, 2021

A lot of people mistake “tax-deferred” for “tax-free.” This can be beneficial in the short term, but can ultimately leave you owing more on higher balances at higher rates. But what if, in some cases, the best course of action is to take advantage of the low tax rates available right now, so you can grow your...