Join host David R. Peters, CPA, MST, for another installment of “Accountable,” the podcast for CFOs, by CFOs.
“Why do I, the chief FINANCIAL officer, need a financial planner to help me build a retirement plan for my company!?”
Maybe you don’t. However, many CFOs don’t feel comfortable wading into the depths of designing retirement plans despite often being asked to do so by their companies. With over 12 years in the industry, Financial Planner & Investment Analyst Brice Oldham has plenty of up-to-date advice to offer on this episode.
Median retirement account savings of families by age, 1989-2016. From The State of American Retirement Savings by Monique Morrissey. Economic Policy Institute—http://bit.ly/epi-retirementsavings
Connect with Brice at boldham@carrollfinancial.com.
Today’s Episode:
“Accountable” Audio Archive:
You can also watch this interview on the YouTube channel for David Peters Financial.
David is SCACPA’s advisor and speaker on Business and Industry topics. Join us often as he chats with today’s business leaders.
You can reach David at david@davidpetersfinancial.com with your questions and comments.
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Previous Installments
Dec. 21: Harnessing the Power of Data
You know that data is powerful, but how can you make use of it in your own organization? Patsy Daniels, the Senior Data Warehouse Developer at Atlantic Union Bank, shares advice from her 10 years in the field. David and Patsy talk about starting data warehouses, purchasing software, effectively communicating with your IT staff and more.
Dec. 8: Motivating Employees with Quality Professional Training
Melisa Galasso, the founder and CEO of Galasso Learning Solutions, talks about where poor corporate training sessions go wrong, how training can be more engaging for employees, and how to book motivational training sessions for your organization.
