You Dream. We Plan.®

🎯 Are You on Track for Retirement? Take Our Free Quiz to Find Out
https://www.bayntree.com/quiz

📞 Schedule a 15-Minute Call & Start Planning for the Retirement of Your Dreams
https://calendly.com/bayntreeteam/dream-plan-retire

Disclosure: Investment advice is offered through Bayntree Wealth Advisors, LLC, a registered investment adviser. Insurance and annuity products are offered separately through Bayntree Planning Group, LLC.

Disclaimer: The information contained herein is for educational purposes only. It is not intended to provide, and should not be relied on for, any tax, legal, or investment advice. You are advised to seek the advice of a qualified professional prior to making any decision based on any specific information contained herein.

2024 Social Security & Medicare: Optimize Your Retirement
10:44
2024 Social Security & Medicare: Optimize Your Retirement
Building a Superfan Base with Brittany Hodak
44:57
Building a Superfan Base with Brittany Hodak
Target Date Funds, Risk Portfolio vs DIY 401(k) Investing
5:42
Target Date Funds, Risk Portfolio vs DIY 401(k) Investing
Maximize your 401(k): A Simple Guide to Catch-Up Contributions
6:35
Maximize your 401(k): A Simple Guide to Catch-Up Contributions
What the Grateful Dead can Teach us about Business with Brian Mohr (From the Vault)
54:10
What the Grateful Dead can Teach us about Business with Brian Mohr (From the Vault)
How Pursuing Her Passion Has Helped 8 Million Kids with Genevieve Piturro
46:09
How Pursuing Her Passion Has Helped 8 Million Kids with Genevieve Piturro
Soulful Entrepreneurship with Lexi Godlewski
49:46
Soulful Entrepreneurship with Lexi Godlewski
Common Legal Mistakes Made by New Entrepreneurs | Your Wealth and Beyond Podcast
5:02
Common Legal Mistakes Made by New Entrepreneurs | Your Wealth and Beyond Podcast
Legal Tips for Entrepreneurs with Andy Contiguglia
52:23
Legal Tips for Entrepreneurs with Andy Contiguglia
Three Changes to Social Security in 2025
2:26
Three Changes to Social Security in 2025
Accessing Your 401(k) & Rollover Options
8:24
Accessing Your 401(k) & Rollover Options
Don't Leave Your 401(k) Behind: Tips for Job Transitions
5:45
Don't Leave Your 401(k) Behind: Tips for Job Transitions
Transforming Your Brand & Website with Jamie Windell
55:07
Transforming Your Brand & Website with Jamie Windell
Maximize Your Tax Savings in Retirement: Tax Planning & Continuing Care Retirement Communities
3:45
Maximize Your Tax Savings in Retirement: Tax Planning & Continuing Care Retirement Communities
State 48 Foundation - Entrepreneur Speaker Series: Week 3, HOT TAKE
2:03
State 48 Foundation - Entrepreneur Speaker Series: Week 3, HOT TAKE
The State Forty Eight Journey with Michael Spangenberg
40:29
The State Forty Eight Journey with Michael Spangenberg
State 48 Foundation - Entrepreneur Speaker Series: Week 3, HOT TAKE
2:27
State 48 Foundation - Entrepreneur Speaker Series: Week 3, HOT TAKE
State 48 Foundation - Entrepreneur Speaker Series: Week 2, HOT TAKE
2:29
State 48 Foundation - Entrepreneur Speaker Series: Week 2, HOT TAKE
Merging AI & Authenticity To Tell Your Story With Dan Curran
50:56
Merging AI & Authenticity To Tell Your Story With Dan Curran
State 48 Foundation - Entrepreneur Speaker Series: Week 1, HOT TAKE
2:18
State 48 Foundation - Entrepreneur Speaker Series: Week 1, HOT TAKE
Finding Purpose in Every Pint with Megan Greenwood
54:46
Finding Purpose in Every Pint with Megan Greenwood
Business Owner - Pension Planning Strategy
0:39
Business Owner - Pension Planning Strategy
Multiple Entity Planning For CPAs
4:12
Multiple Entity Planning For CPAs
Traditional vs Roth IRAs & 401(k)
12:58
Traditional vs Roth IRAs & 401(k)
Mid-Year Financial Checkup
6:48
Mid-Year Financial Checkup
Prioritize your Time Like a Celebrity with Tarra Stubbins
48:48
Prioritize your Time Like a Celebrity with Tarra Stubbins
Understanding Social Security: Plan Well, Retire Well
10:56
Understanding Social Security: Plan Well, Retire Well
Building Wealth for You & Your Employees with Brian Hartstein
39:10
Building Wealth for You & Your Employees with Brian Hartstein
Good Money: Derrick Kinney's Journey From Planner to Podcaster
1:00:18
Good Money: Derrick Kinney's Journey From Planner to Podcaster
401(k) Financial Planning Tools Powered by Bayntree
4:37
401(k) Financial Planning Tools Powered by Bayntree