Exploring options to manage tax liabilities when moving company funds to personal retirement savings is crucial for financial planning. Additionally, understanding when to be satisfied with a limited workforce is a strategic consideration for business growth and efficiency. Jeff Schwartz's inquiries prompt a thoughtful reflection on financial management and staffing decisions in the business realm.

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00:00 Introduction
00:52 From Men's Clothing To Financial Future
08:40 Retirement Without The Tax Liability
13:42 The Visioneer Game!
22:11 Do I Really Need More Than Two Employees?
27:02 Final Thoughts: "The Cheat Code That's Not Really A Cheat Code"
28:46 Dad Jokes / Credits

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Reach out to our guest at: https://www.kern-advisors.com

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