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401(k)s Uncovered: What Dentists Get Wrong About Retirement Plans
Feeling confused about how a 401(k) actually works—or how it impacts you as both the practice owner and the plan sponsor? Casey and Jarrod bring in Four Quadrants associate financial planner Kal Owen to break down the rules, the myths, and the big changes shaping retirement planning in 2024. From tax advantages and employee matches to state-mandated plans and Roth vs. traditional decisions, the crew dives into it all with plenty of laughs along the way. Whether you already offer a 401(k) or you’re trying to decide if now’s the right time, this episode makes the complicated feel simple. Kal…
The skinny
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