You’ve worked hard, saved diligently, and now you’ve got a solid 401(k) and a few other accounts... but now what? In this episode, Phil answers a common question submitted by one our listener’s: How do I turn my savings into a real retirement plan? We’ll walk through how to shift from accumulation to distribution, and explains how to organize your financial "stuff," take inventory, and define what retirement will look like for you. Here’s some of what we discuss in this episode: 🗂️ Why a financial inventory is the first step 🛠️ How to use your savings as tools—not the plan itself 📆 When to start serious retirement planning (hint: it’s not the year you retire) 💵 Why income—not your total savings—is the number to watch   For more, visit us online: http://philstaxhacks.com Watch the video podcast on YouTube: https://bit.ly/3WdDG96

Bob Kerner’s passion for collector cars is evident through his thirteen-year involvement as a Board Member and now Co-Chairman, along with Michael Dorvillier, of the La Jolla Concours d’ Elegance. He is a longstanding member in the Classic Car Club of America. His contributions to the Petersen Automotive Museum and his four appearances on the Cars Yeah podcast underscore his dedication to the automotive hobby. Bob shares a common vision with Michael Dorvillier and the organizing committee to continuously improve on the mantra of “World Class Car and World Class Experience” for the sponsors, entrants, and patrons. Bob is a seasoned 24-year insurance producer specializing in private client risk management and has served 16 billionaire families. His expertise lies in catering to clients with family offices, utilizing best-in-class practices, and a dedicated team. He extends his services to emerging affluent clients with a minimum of $5 million investible and up to ultra-wealthy families.

In this episode of the Growing Your Firm Podcast, host Dave Cristello welcomes Dominic Piscopo, the founder of Big 4 Transparency. An expert in salary benchmarking within the accounting industry, Dominic shares insights into compensation strategies, year-over-year changes, and the impact of private equity (PE) on salaries.  The conversation highlights the evolving landscape of compensation in accounting firms. Dominic Piscopo, CPA is known as a compensation guru in the accounting industry. After years of working as an accountant and financial analyst, he founded Big 4 Transparency – which has served hundreds of thousands of CPAs by making salary data more visible. Dominic assists accounting firms by giving them a user-friendly dashboard for understanding industry trends around compensation. He’s also the host of the Big 4 Transparency podcast, where he interviews accounting industry insiders.

____ Get a FREE Demo of our 6-Figure Formula: https://go.pt-domination.com/guarantee-booking  ____ ⏯ See the Life of a 7-Figure Entrepreneur on My YouTube Channel:  https://www.youtube.com/@therealbrianmark   —— LET’S CONNECT: YouTube | @therealbrianmark Instagram | @therealbrianmark Facebook | Brian Mark

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