Episodios

  • You Shouldn't Outlive Your Money
    Mar 20 2024

    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.

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    30 m
  • Hard Landing or Soft Landing
    Mar 4 2024

    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!

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    31 m
  • Joe Simon Podcast EXTENDED with Van Mueller S03E01
    Feb 9 2024

    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

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    33 m
  • QLACs and RMDs: It’s Your Money!
    Jan 10 2024

    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!

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    12 m
  • Getting Your Retirement Plan Across the Goal Line (Bonus)
    Dec 27 2023

    In a world of climbing global debt, financial insecurity, and aging populations, Joe talks about ways to protect your future income and happiness.

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    17 m
  • Long Term Care Insurance Isn’t a Luxury
    Dec 13 2023

    Long term care costs can be the boogey-man of estate preservation and business planning. Be educated on this topic.

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    14 m
  • A Sure Thing: Guaranteed Retirement Income
    Nov 29 2023

    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.

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    13 m
  • Attracting, Developing, and Retaining Top Talent
    Nov 15 2023

    Joe talks about how higher education is attracting and retaining top talent like Harbaugh, Sweeney, Staley, and Franklin by using Split Dollar Life Insurance.

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    12 m