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While attending Tony Robbin’s Business Mastery event I had the opportunity to sit down with Josh Robbins, Tom Zgainer, and Tim McNamara to talk about quality benefit plans. Together Tom and Josh have created a company that is causing massive disruption of the old, dinosaur model of 401k companies. Their transparent model allows you to greatly reduce fees while still capitalizing on the sophistical investment vehicles used by industry leaders. If you’re sick and tired of complex and astronomical 401k fees, you won’t want to miss this one.
“The level of disruption these guys are creating is unheard of” – Tim McNamara
During our time together, we discuss:
- Modern investing without the middle man
- What being weeks away from the longest bull market in history means
- The ROT of 7 minutes spent switching your 401k
- Creating a cash balance plan on top of a 401k
- Your exposure as the fiduciary of your plan
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The post 391: Stacking the Chips in Your Favor with Josh Robbins and Tom Zgainer appeared first on Dental Success Institute Blog.
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