September 11, 2023 | 38 minute listen

Episode 36: How To Start a 401(k) Small Business Edition

If you’re a small business owner, you’ve probably asked yourself whether you should offer a 401(k) plan as part of your employee benefits package. A 401(k) offers advantages for both employers and employees, it’s a great tool to attract and retain quality talent, incentivize performance, and ...

September 5, 2023 | 42 minute listen

Episode 35: How To Pay For College Student Loans

For many, securing a student loan is the key to overcoming the daunting financial barriers associated with pursuing a college degree. But how do we effectively manage them, and ensure that higher education remains a stepping-stone to success rather than a burden? It's essential to recognize that ...

July 26, 2023 | 29 minute listen

Episode 34: Financial Security

What is financial security? The answer to this question is slightly different for everyone. Ultimately, financial security is a sense of stability, control, and freedom in your financial life—regardless of the phase of life you’re in. Join Bay Point Wealth Advisors Jim Kantowski and Jake Sadler ...

July 26, 2023 | 34 minute listen

Episode 33: Generational Wealth

Building generational wealth is not just about accumulating monetary assets; it's about creating a lasting impact and a meaningful legacy. In this episode, Bay Point Wealth Advisors Jim Kantowski and Jake Sadler are joined by Bennett Link to discuss the steps you can take to shape your financial ...

July 11, 2023 | 27 minute listen

Episode 32: Entertainment vs. Advice

In this episode, we challenge the notion that investing should be filled with constant excitement and adrenaline-fueled decision-making. Before making investment decisions based solely on the advice of TV, YouTube, Twitter, blogs, or TikTok videos, we encourage investors to reflect on the ...

July 11, 2023 | 30 minute listen

Episode 31: Rising Interest Rates

As interest rates have been on the rise, it becomes crucial to understand what this means for your housing decisions and how it can affect your wealth management strategies. Join Bay Point Wealth Advisors Jim Kantowski and Jake Sadler as they delve into a topic that is on the minds of many ...

June 8, 2023 | 32 minute listen

Episode 30: How To Think About Making A Large Purchase

Making a substantial purchase can be a significant financial decision that requires careful consideration. Whether it's a dream home, a luxury vehicle, or an investment property, this episode provides valuable insights to help you navigate the complexities of such purchases. Join Bay Point ...

June 7, 2023 | 35 minute listen

Episode 29: Why is Social Security So Complicated?

In Part 3 of our Social Security series, Bay Point Wealth Advisors Jim Kantowski and Jake Sadler address the challenges and uncertainties that come with Social Security, including taxes, earnings restrictions, potential changes to the system, funding concerns, and shifting policies. Join us as ...

June 5, 2023 | 33 minute listen

Episode 28: Social Security & When To Take It Part 2

Join us as we continue our conversation about Social Security. In this episode, Bay Point Wealth Advisors Jim Kantowski and Jake Sadler discuss the various scenarios where spousal benefits come into play. Whether you're married, divorced, or widowed, understanding how Social Security can provide ...

May 2, 2023 | 35 minute listen

Episode 27: Social Security & When To Take It

About one-third of Americans rely on Social Security benefits for half of their income, and for many senior citizens, these financial benefits are the most important source of retirement income. In this episode, Bay Point Wealth Advisors Jim Kantowski and Jake Sadler discuss Social Security ...

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