The Retirement Trainer with Ed Siddell

Irony Pony teamwork community

044: Defying the Odds Through Teamwork & Community with Chris Jones

Iron Pony is one of the largest motorcycle dealerships in the Midwest. They grew from a NAPA auto parts store into a thriving business selling parts, apparel, accessories, vehicles, and more. The company has never stopped evolving, and this proved true again in 2020, when they didn’t just survive, but thrived, over the course of…
Listen & Read More
Columbus Car Audio

043: Thriving as a Small Business in a Global Pandemic with Todd Hayes

2020 has been one of the toughest years in history for small businesses. Many companies have needed to pivot, change their entire operational model, and adopt and adapt to new technologies in order to keep the lights on.  However, a number of businesses didn’t just survive over the last year – they thrived. One of…
Listen & Read More
smart tax strategies

042: Smart Tax Strategies for Individuals Entering Retirement

For years, the conventional wisdom has been to grow your assets tax-deferred while you work, then pay taxes on that money when you’ve entered a lower tax bracket. Unfortunately, that wisdom has gone out the window. Why? It’s simple: America’s massive unfunded liabilities in Social Security, Medicare, Medicaid, and the interest on the national debt.…
Listen & Read More
Women in Retirement

041: Women in Retirement

Why is it important for women to have a written income plan? Why is it more important for women than men? It’s simple: 80% of all men die married, while 80% of women are single when they pass away. To make matters worse, 50% of all women die broke. Women need more than someone who…
Listen & Read More
Alex White Health and Wealth

040: Health & Wealth: Why Both Are So Important – Part 2

Staying in shape has a huge impact not just on your physical health, but your mental and financial health as well. If you want to make changes, you probably have some big questions: how do I get in shape? And what’s the connection between health and wealth? Joining us to help answer these questions is…
Listen & Read More
Health and Wealth

039: Health & Wealth: Why Both Are So Important – Part 1

Every new year, people make resolutions to lose weight or just get in shape.  So, what does that have to do with retirement? It’s simple: working out can be a stress reliever, can help us get healthier, and allows us to be more productive. And being healthier later in life gives us more time, strength,…
Listen & Read More
Charitable Giving Pat Puhl

038: Charitable Giving with Pat Puhl – Part 2

In the first part of this series, Pat Puhl joined the podcast to talk about operating a sustainable nonprofit in 2020, what he did to ensure that their entire calendar’s worth of fundraising didn’t need to be scrapped or canceled, and the many potential tax benefits available to you when you give to charity. If…
Listen & Read More
Charitable Giving 1

037: Charitable Giving with Pat Puhl – Part 1

Charitable giving is more important now than ever before. The challenges, setbacks, and losses caused by COVID-19 have affected not just families and businesses, but the organizations they support as well. That said, there are a lot of people out there who are rising to the occasion and doing good. One of them is Pat…
Listen & Read More
401k Plan

036: How Does a 401k Plan Work?

Business owners have a lot of choices when it comes to providing employee benefits, and one of the biggest benefits available is the 401(k). However, many employers don’t know how they work, what their liability is, or how to protect themselves.  If you’ve had a job with benefits, you’ve likely had a 401(k), but implementing…
Listen & Read More
protect your 401k

035: How To Protect Your 401(k)

For many people, the 401(k) is one of the biggest parts of their retirement portfolios. In times of great uncertainty, and especially of market volatility, many want to know how to protect their most valuable assets. Especially after the Great Recession of 2008, it’s easy to want to make rash decisions. However, it is a…
Listen & Read More