In this inaugural episode of, "The Perfect Plan", Matt Schiff of Schiff Executive Benefits kicks things off by sharing both his story of finance and investing as well as the story of Schiff Executive Benefits. Matt also sets the stage for the financial topics he is going share in an effort to help you as a business owner design and build the perfect plan.
Some key insights from Matt in this episode:
"I had seen early on right out of college was if you're 22 years old and have the ability to put money aside for just a short period of time and decide to change your habits those habits will become just second nature."
"I had a conversation with one of those Tik Tokers YouTubers And one of the things he said to me specifically about being in school they don't teach him any of this They don't teach him the finance and what to do they're teaching him math and they're teaching him history They're teaching him this and that and the science but they don't teach him the financial tools to basically get through life."
"The next thing I knew I was working on computers in my father's shop learning about 401ks and okay I got to put in $35.14 for this person $20.15 in this account And I was literally keying in people's retirement accounts every single payroll while I was a kid working for my parents."
"What are some of the roadblocks that prevent business owners and professionals from moving forward and taking these steps to utilize these instruments for their benefit one word... procrastination."
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