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In this episode, we ask:
- Would you like to meet with Mark?
- What are the challenges for small businesses?
- What’s wrong with a small business’s 401(k) offering?
- What is the problem with fees?
- What is the problem with liquidity?
- What are the penalties?
- What about the severe loss of control?
- What about forced participation?
- Why, with all of these problems, does everyone set up 401(k)s?
- What about a financial Frankenstein?
- Is the proof in the pudding?
- How are we fairing?
- What is the average 401(k) balance for a 55 year-old?
- How might a business owner attract the best talent and offer the best benefits?
- Why are Bank on Yourself® type whole life insurance policies superior?
- Would you like to hear Episode 36?
- What about tax?
- What about eliminating restrictive rules?
- What about going from a 401(k) to a 162(a)?
- What are executive bonus life insurance contracts?
- What are the administrative costs?
- What are the additional benefits?
- What are the considerations?
- What are the backup options?
- How about an example?
- What is a double bonus?
- What about the tax?
- Would you like to hear Episode 206?
- What can the employees do?
- What about the taxation of social security benefits?
- What if tax rates double on you on income in required minimum distributions or other qualified distribution income?
- What are additional benefits of the 162(a)?
- Would you like to establish a better than a 401(k) alternative that benefits your employees profoundly?
- Would you like to meet with Mark?
Jon Thiele is a W-2 employee, who is passionate about the company he works for, not just for their mission, but for the opportunities that the company has allowed for his career to expand to include fields outside of what he went to school for (which was Architecture). Although he is an Architect, licensed in California and Florida where he and his wife and two kids currently live, he has spent the last couple of years in the Financial Planning & Analysis side of business and has most recently taken on the role of Chief of Staff to one of the Finance VPs. Jon met Mark just before the COVID pandemic began in 2020, and started his journey with Bank on Yourself®. He 
Harry Looknanan Jr. works in commercial banking at the country’s largest financial institutions. He enjoys the conversations with the owners of companies, listening to their story of starting in the garage and helping them solve their biggest problems. When he’s not banking, he enjoys spending time with my wife and Bentley (Dodson-Australian Shepard) indoors in the summer, and outdoors in the winter. He also 
Evan Greathouse, Bank On Yourself® Professional, brings over 12 years of expertise as a seasoned Real Estate Investor. Holding a Business Management degree from Abilene Christian University, Evan is deeply passionate about his work. His extensive skill set encompasses construction, renovation, sales, marketing, and team building. Evan’s philosophy embraces the mantra of doing things wholeheartedly, driven by a belief that a strong ‘why’ can conquer any ‘how.’ He advocates for embracing failure as a stepping stone to success and cherishes his role as a devoted husband and father to three wonderful children.