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Episode 26: What You Need to Know About Retirement Savings Options with Jason Wheeler

Updated: Dec 6, 2021








What You Need to Know About Retirement Savings Options with Jason Wheeler


As we continue our small business series, Stephanie sits down with Jason Wheeler, wealth adviser and CEO of Pathfinder Wealth Consulting. As Jason says, "If you don't have a retirement plan, you are not going to retire." If you're not already saving for retirement, you're missing out on a huge opportunity to start earlier and increase your savings. But with so many options and terms out there, how do you know which one is right for you, your business, and even your employees? That's exactly what Stephanie and Jason are discussing in this episode, and Jason is sharing several different options and tips for how you can make the most out of your retirement plan.




 

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