We geeked out on 401k Options and Planning. But this is such an important step in setting up a successful business for yourself and should not be overlooked. We discussed the value in it for you as a business owner and helping retain employees. We touched on the fact that dentists in general do not plan enough and rely too much on the sale of their practice as a retirement plan.

Brian Mohoric CRPC® Financial Advisor, Partner
Vinoble Group, full-service financial brokerage

This commentary reflects the personal opinions, viewpoints and analyses of the Vinoble Group employees providing such comments and should not be regarded as a description of advisory services provided by Vinoble Group or performance returns of any Vinoble Group client. The views reflected in the commentary are subject to change at any time without notice. Nothing in this commentary constitutes investment advice, performance data or any recommendation that any particular security, portfolio of securities, transaction or investment strategy is suitable for any specific person. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security. Vinoble Group manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Investments in securities involve the risk of loss. Past performance is no guarantee of future results.

Contact Brian and let him know you saw the podcast!
brianm@vinoblegroup.com
206.317.6822

0:00 Intro Music
0:45 Episode Topic Intro
1:49 Brian Mohoric, Vinoble Group
6:34 Why Offer 401k to Your Team
9:09 How Does Offering 401k Benefit Owners
17:13 Options When Establishing 401k Plans
21:49 Profit Sharing to Retain Employees
25:15 Cost of Establishing a Company 401k
28:09 Saving for Retirement
36:57 Transitioning an Existing 401k
39:25 Change Old 401k to New 401k

SHOW HOST:
As a dental buyer representative, Michael Dinsio helps dentists buy dental practices step-by-step. With over a decade of experience and more than 500 dental transactions, Michael is a key opinion leader in the dental industry. This program helps walk dentists through the process of becoming a dental practice owner via dental practice acquisitions. If you would like a free consult with Michael or would like to work with Michael in the future visit his webpage. ⁠https://www.nxlevelconsultants.com/buyer-representation.html⁠

DENTAL UNSCRIPTED HAS A WEBSITE ! ! !
Find all the content from SEASON 1: "Start Up Unscripted"... as well as SEASON 2: "Dental Acquisition Unscripted", it's all here in one spot here 👉⁠ https://www.dentalunscripted.com ⁠

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Intro Music by D Fine Us on https://artlist.io/song/15785/howling-at-the-moon