Greg welcomes back Loren Brandrup, Director of Group Benefits at Next Level Planning & Wealth Management in Brookfield, Wisconsin for the third and final episode in a fiduciary series as they discuss how important financial literacy and participant experience are to the overall health of your 401(k) plan. This is the third of a hopeful series on 401(k) discussions to help Plan sponsors protect themselves against an audit by the United States Department of Labor. If you are a plan sponsor, business owner, or both, you won’t want to miss this episode.

Money Matters with Greg

Episode #146: 401(k) Fiduciary Series Episode #3: The Participant Experience and Health of Your Plan

Greg welcome Loren Brandrup, Director of Group Benefits at Next Level Planning & Wealth Management in Brookfield, Wisconsin for the second episode as they discuss governance of a plan, fidelity bonds, Annual Disclosures and try to talk about participant experience before time makes them stop. This is the first of a hopeful series on 401(k) discussions to help Plan sponsors protect themselves against an audit by the United States Department of Labor. If you are a plan sponsor, you won’t want to miss this episode.

Episode #145: 401(k) Fiduciary Series Episode 2: Governance, Disclosures an d Participant Experience

Greg welcomes Loren Brandrup, Director of Group Benefits at Next Level Planning & Wealth Management in Brookfield, Wisconsin as they discuss what it is to be a fiduciary as a plan sponsor and the risks involved. This is the first of a hopeful series on 401(k) discussions to help Plan sponsors protect themselves against an audit by the United States Department of Labor. If you are a plan sponsor, you won’t want to miss this episode.

Episode #144: 401(k) Fiduciary Series Episode 1: Are you a Fiduciary?

Listen in as Greg talks the week in the Markets and wishes all of the awesome Fathers out there a Happy Fathers Day. He is seeing resistance in stocks and thinks an opportunity might be coming for those that have been looking to add to their equity positions. Also, he gives you an update on COVID-19 cases.

Episode #143 Update on the Market

Listen on iTunes and Spotify and watch on YouTube as Greg discuss the May 7th Market update after reviewing the new COVID-19 Federal and State guidelines. It started as a quiet day for the markets with new numbers to digest and review. We hope this update helps you navigate the current murky waters for your investment philosophies and strategies.

Episode #142: Update on the Markets

Listen on iTunes and Spotify and watch on YouTube as Greg discuss the May 6 th Market update after reviewing the new COVID-19 Federal and State guidelines. It started as a quiet day for the markets with new numbers to digest and review. We hope this update helps you navigate the current murky waters for your investment philosophies and strategies.

Episode #141: Update on the Markets

Listen and watch as Greg interviews frontline heroes and Owner of FirstLight Home Care, Jim Alex, and Vice President of Operations, Mary Joe Jaime. They tell stories about how their clients are affected by COVID-19 and what their industry is doing to prevent the virus. Thanks to them and all of the frontline workers doing amazing things daily. Check out more about what they do and how they might be able to help you, your parents or grandparents here: https://www.firstlighthomecare.com/home-healthcarevalparaiso/

Episode #136: Money Matters with Greg FirstLight Home Care

What is better than getting free advice from a certified public accountant? Getting free advice from four of them! Greg interviews Joe Laciak, Geoff Laciak, Brian Laciak and Michelle Gonzalez from Laciak Accountancy Group. They are all extremely busy in these hectic times, so it was great to have them on the show. They give us all some great advice. Listen in to hear about the nuts and bolts of PPP and the CARES ACT. You can also find them at www.laciak.com

Episode# 135: Talking PPP and CARES Act with Laciak Accountancy Group

Trying to get all investors an update on the fast moving markets, Greg again attempts to explain what is going on out there. "Invest wisely and stick to your plan."

Episode #134: Talking the Markets again

As owner and broker of Remax Lifestyles in Valparaiso, Indiana, Matt Evans has his finger on the pulse of the real estate market. Listen in as he explains what a drive-by closing is and what the real estate industry is doing to cope with COVID-19 outbreak. He also discusses his personal experience with the PPP and the CARES Act.

Episode #133: Talking Real Estate with Owner/Broker Matt Evans

In a continued effort to keep everyone informed on the markets, Greg gives another detailed report on COVID-19 updates and the stock markets worldwide. To quote the late, great, Jerry Garcia, "What a long strange trip it has been."

Episode #132: Update on the markets

Greg tries to inform everyone about what happened last week and this week in the stock markets worldwide. A "new normal" for sure. Invest wisely out there and wash your hands.

Episode #131: Talking the Stock Market this week

With everyone recreating themselves to home offices or even new careers, Greg thought a conversation with the serial franchiser, Mark Eddy would be of value. In this episode, great and Mark discuss the pros and cons of starting your own franchise.

Episode #130: Thinking of a new franchise?

With the recent crash in the stock market, Greg attempts to give guidance in a very volatile investment environment.

Episode #128: March 2, 2020 Update on the Markets

With the recent volatility in the credit markets, Greg tackles a conversation with Senior Mortgage Advisor from Union Mortgage, Travis Waters on what he suggests homeowners should be thinking about.

Episode #129: Talking Mortgages with Travis Waters

Needing guidance on finances, or just curious about investments? Farrall Wealth has weekly tips to help manage and grow your wealth, just click below to hear previous broadcasts! You can also tune in every Monday at 10:00 a.m. to WVLP Valpo Radio at 103.1 FM to hear Greg Farrall kick off with a market review before diving into financial topics while often interviewing special guests. Thanks for listening! Please share, review, and subscribe! Securities offered through LPL Financial, Member FINRA/SIPC.

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Money Matters with Greg

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