Tag: Business Owners

FEATURE
The Power of Personalized Retirement Planning with Jordan Cross (Ep. 38)

The Power of Personalized Retirement Planning with Jordan Cross (Ep. 38)

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Having a retirement plan is the first step in building your future. 

But do you have the right plan? How can small parts of a plan work together to transform a few hundred thousand into a seven-figure retirement fund?

Get ready to explore retirement planning, wealth accumulation, and tax deduction strategies with Jordan Cross, the president of CrossPlans.

In this episode, Jordan joins Rob Curtiss to talk about the current state of qualified retirement plans, why individuals need to start planning for retirement, and the role of financial advisors when it comes to building those plans with their clients.

Jordan discusses:

  • How he got started in the financial planning industry
  • Why advisors and their clients need to start taking retirement planning more seriously
  • How qualified retirement planning can benefit business owners
  • Ways we can contribute to the growing technology industry
  • And more!

Resources:

Connect with Jordan Cross:

Connect with Robert Curtiss:

About Our Guest:

Jordan Cross was born and raised in Orange County, California. He graduated from the University of California, San Diego, with a double major in Political Theory and Sociology. In January 2009, after working for a professional baseball agency assisting the firm with client acquisition and number-crunching contract negotiations, Jordan decided to join Jack A. Cross & Associates, Inc. when the firm was just over two years old.

Starting with loans, distributions, and trust accounting, Jordan has moved through all administrative layers of the organization and is now an equity partner in the firm. In addition to day-to-day duties, Jordan spearheads CrossPlan’s business development, sales, and marketing while focusing on the growth and retention of the firm’s clients and centers of influence.

FEATURE
The Many Facets of Insurance: Here’s What You Need To Know with Dana Dattola (Ep. 25)

The Many Facets of Insurance: Here’s What You Need To Know with Dana Dattola (Ep. 25)

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Planning out your insurance can widely vary, from home to auto, business, and even cyber security insurance. 

What to consider when planning or adding someone to your insurance policy? Do you know?

In this episode, Rob Curtiss speaks with Dana Dattola, a business insurance broker at Weaver & Associates. Dana details the ins and outs of insurance policies and outlines how it fits within financial and tax planning. 

Listen in as Dana shares tips for managing and understanding your insurance policy while highlighting some must-know tips to increase your insurance protection.

Dana discusses:

  • The most important tips you need to know about insurance 
  • How moving assets into an LLC changes an insurance coverage
  • The insurance coverage that’s often missed and neglected by business owners
  • The importance of maintaining documentation when it comes to home updates and renovations
  • What you should know about commercial, property, and cyber security insurance 
  • And more!

Resources:

Connect with Dana Dattola:

Connect with Robert Curtiss:

About Our Guest:

Dana Dattola is a Certified Insurance Consultant (CIC) and Certified Risk Manager (CRM). Born & Raised in Los Angeles, she is a third-generation property & casualty insurance broker. Weaver & Associates specializes in assisting growth-focused Southern California-based businesses where the owner(s) are actively involved in the operations and value a culture of safety and improvement.

FEATURE
The Guide You Need to Take Advantage of Your Retirement Planning Benefits with Kevin Manahan, ASA, EA, MSEA (Ep.13)

The Guide You Need to Take Advantage of Your Retirement Planning Benefits with Kevin Manahan, ASA, EA, MSEA (Ep.13)

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How flexible is your retirement plan? Would you send money to the government or your employees? 

In this episode, Robert Curtiss is joined by Kevin Manahan, vice president actuary at CMC Pension Professionals. Rob and Kevin unveil their collaborative approach to optimizing  retirement plans for business owners and their employees with a focus on cash balance plans and taxes.  

Rob and Kevin discuss:

  • Ways they tailor qualified retirement plans according to client needs and goals
  • The role of cash balance plans when it comes to selling your business in the future
  • The benefits of working alongside specialized professionals to optimize different areas of your financial and retirement plan
  • How supporting employees through financial planning can provide tax savings
  • And more!

Resources:

Connect with Robert Curtiss:

Connect with Kevin Manahan:

About Our Guest:

Kevin Manahan is an enrolled actuary (EA) as well as a member of the Society of Actuaries (SOA) and the American Society of Pension Professionals and Actuaries (ASPPA). Kevin has been involved in reviewing EA enrollment exams for the Joint Board for Enrolled Actuaries. He has also spoken and conducted seminars for CPAs, brokers, and insurance clients.



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