583: Day 23: Smart Retirement Strategies — The Power of Cash Balance Plans

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Recorded14 May 2025

Publisheranchor.fm ↗

Handlerec:9284142

Show notes

On Day 23 of our 5-week journey to systemize your office, Dr. Killeen dives into cash balance retirement plans — a powerful tool for practice owners looking to boost their retirement savings while benefiting their team. If you’re a practice owner with a higher income and a younger team, this could be the perfect strategy for you. Tune in to learn how cash balance plans work, when they’re a great fit, and why talking to a financial advisor is key to making the most of your options.

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