Dan Romero, Principal of Romero & Levin Wealth Management shares with host Ric Franzi the common mistakes business executives make involving their long term financial planning. He also provides the most current updates relating to 401(k) investment advice and the new federal regulations. Jerry Flathers, President and Founder of Flather's Precision a manufacturing company he started in 1989. Jerry and Ric discuss the steps he has been talking to maintain his highly precise CNC (Computer Numerically Controlled) manufacturing firm in Orange County as well as actions he is now taking to better deal with the current economic environment.
Version: 20240731
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