March 20, 2024Episode 329 min
You Shouldn't Outlive Your Money
Things get pretty rowdy as Joe and his special guest, Van Mueller, dive deeper into retirement funding, Social Security and planning for our sunset years.
Episodes
16
Latest episode
Mar 2024
Language
EN
About the show
Joe Simon (LUTCF) discusses what's happening in business along Main Streets and around industrial parks across Wisconsin. Joe talks news and other significant topics affecting business leaders with an eye towards making the best environments for their associates, protecting their way of doing business, and planning for always uncertain futures.
Listen to episodes
March 4, 2024Episode 231 min
Hard Landing or Soft Landing
Joe Simon and his special guest, Van Mueller discuss retirement planning, long-term care, nursing home care and so much more in this BONUS LENGTH episode!
February 9, 2024Episode 133 min
Joe Simon Podcast EXTENDED with Van Mueller S03E01
LEFT POCKET TO RIGHT POCKET: Joe sits down with the legendary Van Mueller to talk about personal finances and business owner strategies in today's marketplace
January 10, 2024Episode 611 min
QLACs and RMDs: It’s Your Money!
Why let the government tell you when you take your money out of your retirement savings? If you qualify – and with a qualified balance – you can call your own shots!
December 27, 2023Episode 517 min
Getting Your Retirement Plan Across the Goal Line (Bonus)
In a world of climbing global debt, financial insecurity, and aging populations, Joe talks about ways to protect your future income and happiness.
December 13, 202314 min
Long Term Care Insurance Isn’t a Luxury
Long term care costs can be the boogey-man of estate preservation and business planning. Be educated on this topic.
November 29, 2023Episode 313 min
A Sure Thing: Guaranteed Retirement Income
Joe digs deep into his OWN journey to share with you the lessons he's learned and the knowledge he's built around retirement income.
November 15, 2023Episode 212 min
Attracting, Developing, and Retaining Top Talent
Joe talks about how higher education is attracting and retaining top talent like Harbaugh, Sweeney, Staley, and Franklin by using Split Dollar Life Insurance.
November 1, 2023Episode 112 min
Indexed Universal Life Insurance
With all the alternatives available for business owners and leaders, IUL Insurance fills a unique (and attractive) niche that is becoming increasing popular in the marketplace.
May 16, 2023Episode 611 min
The Joe Simon Podcast: 401Ks, IRAs, Business Assets and Smart Money
Why is the smart money in America leaving the traditional bank model and finding a new home with insurance companies? Joe and Joy discuss annuities as retirement investments in this episode of the Joe Simon Podcast.
Is this your show?
Claim this listing to keep it up to date, reach guests who want to pitch you, and manage bookings with Guestify.
Claim this listing
