Today's guest is none other than Bayntree's Director of Corporate Development, Brian Hartstein. If you're a business owner looking for advice and strategies on tax planning or creating pensions, Roth IRAs and 401(k) plans, you've come to the right place.

In our conversation, Brian and I are exploring different ways business owners can start preparing–especially with our pretax dollars–to create the best possible financial outcomes not just for themselves but also for their employees.

We'll cover some of the big mistakes business owners make when it comes to pretax spending, how Brian analyzes a prospective client's business to recommend solutions, and why it's so important for entrepreneurs to have a solid financial education of their own.

Interview resources, including show notes and links to resources mentioned, can be found on the episode page: https://www.bayntree.com/90

Key takeaways

• The common issues business owners face when it comes to paying themselves out, creating a great company culture, and avoiding tax pitfalls.
• Why so many business owners lack the proper guidance when it comes to financial planning and especially taxes.
• How a third-party administrator can fit into your business structure to help meet your financial goals.
• The ABCs of employee benefits and contribution matching and how to find the sweet spot that works best for you and your employees.
• Why tax planning is only going to get more important over the next 10-15 years–and why there’s no better time to get started than right now.

Interview Resources

• Bayntree Wealth Advisors
• Bayntree Wealth Advisors on YouTube | LinkedIn | Instagram | X/Twitter
• Brian Hartstein, MSFS, CLU, ChFC on LinkedIn