Joe Simon (LUTCF) discusses what's happening in business along Main Streets and around industrial parks across Wisconsin. Joe talks news and other significant topics affecting business leaders with an eye towards making the best environments for their associates, protecting their way of doing business, and planning for always uncertain futures.
Things get pretty rowdy as Joe and his special guest, Van Mueller, dive deeper into retirement funding, Social Security and planning for our sunset years.
4 Mar 2024
Hard Landing or Soft Landing
Joe Simon and his special guest, Van Mueller discuss retirement planning, long-term care, nursing home care and so much more in this BONUS LENGTH episode!
9 Feb 2024
Joe Simon Podcast EXTENDED with Van Mueller S03E01
LEFT POCKET TO RIGHT POCKET: Joe sits down with the legendary Van Mueller to talk about personal finances and business owner strategies in today's marketplace
10 Jan 2024
QLACs and RMDs: It’s Your Money!
Why let the government tell you when you take your money out of your retirement savings? If you qualify – and with a qualified balance – you can call your own shots!
27 Dec 2023
Getting Your Retirement Plan Across the Goal Line (Bonus)
In a world of climbing global debt, financial insecurity, and aging populations, Joe talks about ways to protect your future income and happiness.
13 Dec 2023
Long Term Care Insurance Isn’t a Luxury
Long term care costs can be the boogey-man of estate preservation and business planning. Be educated on this topic.
29 Nov 2023
A Sure Thing: Guaranteed Retirement Income
Joe digs deep into his OWN journey to share with you the lessons he's learned and the knowledge he's built around retirement income.
15 Nov 2023
Attracting, Developing, and Retaining Top Talent
Joe talks about how higher education is attracting and retaining top talent like Harbaugh, Sweeney, Staley, and Franklin by using Split Dollar Life Insurance.
1 Nov 2023
Indexed Universal Life Insurance
With all the alternatives available for business owners and leaders, IUL Insurance fills a unique (and attractive) niche that is becoming increasing popular in the marketplace.
16 May 2023
The Joe Simon Podcast: 401Ks, IRAs, Business Assets and Smart Money
Why is the smart money in America leaving the traditional bank model and finding a new home with insurance companies? Joe and Joy discuss annuities as retirement investments in this episode of the Joe Simon Podcast.
2 May 2023
The Joe Simon Podcast: Sticky Employers - Using DCPs to Keep Key People Around
Joe and Joy continue their conversation around using qualified and non-qualified Deferred Compensation Plans as a means to attract and retain key employees.
18 Apr 2023
The Joe Simon Podcast: Key Person Deferred Compensation Plan Options
Joe discusses the benefits of deferred compensation plans for key persons in your organization.
4 Apr 2023
The Joe Simon Podcast: Wealth Transfer for Business Leaders
Along with Joy, Joe discusses strategies around wealth transfer for business owners or leaders including Long-Term Care and Life Insurance.
21 Mar 2023
The Joe Simon Podcast: Why a Professional Employer Organization?
All businesses, big or small, can benefit from using a PEO to fill-out or augment their Human Resources department. According to NAPEO, businesses that work with a PEO grow seven to nine percent faster than similar-sized businesses that don’t. They also have 10 to 15 percent less employee turnover and are approximately 50 percent less likely to go out of business.
7 Mar 2023
The Joe Simon Podcast: Succession Planning
Businesses need a game plan; succession planning.
28 Feb 2023
The Joe Simon Podcast: A Trailer
Welcome to The Joe Simon Podcast! Meet Joe Simon and discover his passion for Wisconsin business and community. You'll also meet Joy Kapheim who has carved a career out of working with, promoting and advocating for local businesses.
Reach and audience
Public platform figures. Ratings count people who left a rating, not total listeners.
Apple Podcasts (US)
5.0 / 5
1 ratings
Spotify
5.0 / 5
1 ratings
Contact Joe Simon Podcast
Guest appearances
Does not typically book guests
Based on episode analysis; this does not confirm that the show is currently accepting guests.
Host of Joe Simon Podcast?
Claim your podcast to manage its listing and keep your show details accurate.
Pod Engine is an independent podcast discovery and analytics service and is not affiliated with or endorsed by this podcast. Artwork and show content belong to their owners. Full legal notice.
Explore this show Podcast research with Pod Engine
