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Optimum Synergy Podcast

Optimum Synergy Podcast
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Now displaying: Page 1
Oct 3, 2018

OSP 125! a Redux of OSP 24! I sat down with Justin Wees VP Financial Advisor from Charles Schwab. Justin sheds light on the different ways a small business owner can get on the right track for retirement. Learn the difference between a 401k, Roth, SEP, and Individual IRA!  This is likely the most important thing you can do for your future. You just can’t detail forever!

 

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