May 27, 2020 (PPP) Paycheck Protection Program Loan Forgiveness Documentation Requirements Craig Lytle’s Content Is For Educational Use & Is Not Intended As Advice. podcast

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محتوای ارائه شده توسط Craig Lytle. تمام محتوای پادکست شامل قسمت‌ها، گرافیک‌ها و توضیحات پادکست مستقیماً توسط Craig Lytle یا شریک پلتفرم پادکست آن‌ها آپلود و ارائه می‌شوند. اگر فکر می‌کنید شخصی بدون اجازه شما از اثر دارای حق نسخه‌برداری شما استفاده می‌کند، می‌توانید روندی که در اینجا شرح داده شده است را دنبال کنید.https://fa.player.fm/legal

Craig Lytle’s content is for educational use & is not intended as advice. « »
May 27, 2020 (PPP) Paycheck Protection Program loan forgiveness documentation requirements

۵ سال پیش 8:11

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M4A•خانه قسمت

محتوای ارائه شده توسط Craig Lytle. تمام محتوای پادکست شامل قسمت‌ها، گرافیک‌ها و توضیحات پادکست مستقیماً توسط Craig Lytle یا شریک پلتفرم پادکست آن‌ها آپلود و ارائه می‌شوند. اگر فکر می‌کنید شخصی بدون اجازه شما از اثر دارای حق نسخه‌برداری شما استفاده می‌کند، می‌توانید روندی که در اینجا شرح داده شده است را دنبال کنید.https://fa.player.fm/legal

In this episode, you’ll learn about resources for the description of exactly what documentation you’ll need for the PPP loan forgiveness application. --- Send in a voice message: https://podcasters.spotify.com/pod/show/craig-lytle/message

… continue reading

22 قسمت

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May 27, 2020 (PPP) Paycheck Protection Program loan forgiveness documentation requirements

Craig Lytle’s content is for educational use & is not intended as advice.

published ۵ سال پیش

اشتراک گذاری

M4A•خانه قسمت

محتوای ارائه شده توسط Craig Lytle. تمام محتوای پادکست شامل قسمت‌ها، گرافیک‌ها و توضیحات پادکست مستقیماً توسط Craig Lytle یا شریک پلتفرم پادکست آن‌ها آپلود و ارائه می‌شوند. اگر فکر می‌کنید شخصی بدون اجازه شما از اثر دارای حق نسخه‌برداری شما استفاده می‌کند، می‌توانید روندی که در اینجا شرح داده شده است را دنبال کنید.https://fa.player.fm/legal

In this episode, you’ll learn about resources for the description of exactly what documentation you’ll need for the PPP loan forgiveness application. --- Send in a voice message: https://podcasters.spotify.com/pod/show/craig-lytle/message

… continue reading

22 قسمت

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Captive Insurance, what it is and what it does... 1:16:17

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Income & Estate Planning Partners co-hosted a webinar along with Bureau of Captive and Financial Insurance Products, Delaware Department of Insurance. Hear Steve Kinion, in his own words talk about captive insurance... what it is and what it does. Be sure to listen until the end, where TIm Welles and Chris Gallo, from CIC Services explain ways in which captive insurance companies are akin to health savings accounts in some ways. Learn about the process and why you might want to form one. Is this applicable for your company. Let's have that conversation: https://us02web.zoom.us/rec/share/924ee8aNkRh1diblioCh4SkfO7ZmacSqAZrKd9w6wO5hW7TmW3rqHaADwf28Cl9j.ksGcRFpISSoxb-nC?startTime=1615488039000 --- Send in a voice message: https://podcasters.spotify.com/pod/show/craig-lytle/message…

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Yesenia Sanchez is a financial services professional, mother & grandmother. 11:12

۴ years پیش11:12

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Life experiences have led Yesenia Sanchez into financial services. She is passionate about helping women with financial literacy. Check out our conversation and her online courses. --- Send in a voice message: https://podcasters.spotify.com/pod/show/craig-lytle/message

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Craig talks with Ron Graf, owner of Aurista Technologies, about healthcare reform 1:06:14

۵ years پیش1:06:14

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Ron Graf is a small business owner and critical thinker about the state of healthcare in the United States. In this episode, Craig Lytle talks with Ron about his experiences and observations on the topic of healthcare reform opportunities. Listeners will gain an interesting and informative perspective and learn about proposals from experts. Why is the United States ranked 37th while outspending other countries? --- Send in a voice message: https://podcasters.spotify.com/pod/show/craig-lytle/message…

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Mac Gardner published The 4 Money Bears. Craig and Mac talk about financial literacy &storytelling 15:12

۵ years پیش15:12

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Mac Gardner is Craig’s guest in this episode. Mac is working on developing “FinLitTech” to digitize financial literacy programs. Listen to the conversation about find out more about the 4 Money Bears. --- Send in a voice message: https://podcasters.spotify.com/pod/show/craig-lytle/message

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Brad Breeding talks with Craig about retirement communities https://www.mylifesite.net 25:18

۵ years پیش25:18

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Brad Breeding is the author of What’s the deal with RETIREMENT COMMUNITIES? He is a speaker and consultant. The resources Brad makes available will help educate families about retirement living, financial considerations including planning for long term care (with or without insurance) and how you would distinguish one type of retirement community from another. Lean more by visiting: https://www.mylifesite.net --- Send in a voice message: https://podcasters.spotify.com/pod/show/craig-lytle/message…

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Liz Gulliver of Kunik talk with Craig about forming the organization with her partner, Josh. 25:12

۵ years پیش25:12

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Liz Gulliver talks with Craig about parents taking time away from work to raise children, the impact of work on one’s identity and support available. Learn more at https://getkunik.com --- Send in a voice message: https://podcasters.spotify.com/pod/show/craig-lytle/message

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Audio from Echo Lake income planing/estate planning webinar on Thursday, May 28, 2020 11:12

۵ years پیش11:12

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Money, time, health and longevity are particularly important due to our collective immobility during the COVID-19 pandemic. AARP reports a top concern of Americans is running out of money during retirement. The rules of the game change during accumulation, distribution and preservation phases of life. Data from Genworth’s 2019 Cost of Care Survey helps us understand what we are up against. Find out why TIM is not your friend and how the SECURE ACT & CARES ACT provisions may be meaningful in your life. Https//www.iandeplanning.com --- Send in a voice message: https://podcasters.spotify.com/pod/show/craig-lytle/message…

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May 27, 2020 (PPP) Paycheck Protection Program loan forgiveness documentation requirements 8:11

۵ years پیش8:11

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In this episode, you’ll learn about resources for the description of exactly what documentation you’ll need for the PPP loan forgiveness application. --- Send in a voice message: https://podcasters.spotify.com/pod/show/craig-lytle/message

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COVID update on benefits at work with Crystal Hipps. 11:16

۵ years پیش11:16

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Crystal Hipps https://www.linkedin.com/in/crystal-hipps-59931568 is an expert in voluntary benefits. In this conversation, she provides an update on the common questions from employees and employers. “It depends” is a honest answer and the reasons why each person’s circumstances, needs & experiences are unique. --- Send in a voice message: https://podcasters.spotify.com/pod/show/craig-lytle/message…

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Craig Lytle talks with Crystal Hipps about maximizing benefits at work. 15:28

۵ years پیش15:28

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Life happens. In addition to health insurance and retirement savings, benefits at work may help people through unplanned circumstances that disrupt normal income. http://linkedin.com/in/crystal-hipps-59931568. --- Send in a voice message: https://podcasters.spotify.com/pod/show/craig-lytle/message

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The CARES Act includes “keeping American workers employed and paid” which will help small business 13:32

۵ years پیش13:32

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Portions of The CARES Act will help small businesses with “allowable uses” such as payroll, rent, utilities, etc. For example, if your small business is “substantially impacted” then talk with your business banker about the process you’ll need to pursue. In the meantime, The Small Business Guide will help you: https://www.sbc.senate.gov/public/_cache/files/9/7/97ac840c-28b7-4e49-b872-d30a995d8dae/F2CF1DD78E6D6C8C8C3BF58C6D1DDB2B.small-business-owner-s-guide-to-the-cares-act-final-.pdf --- Send in a voice message: https://podcasters.spotify.com/pod/show/craig-lytle/message…

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Larry Kaufman shares his journey and talks about the life insurance industry’s impact on America. 41:34

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Larry Kaufman of Kaufman Financial Services in Wilmington, Delaware shares his 58 years of experience in the industry. His dad owned a small business, one of his best friend’s was his first death claim, he talks about tax planning, life insurance as an asset class and much more... --- Send in a voice message: https://podcasters.spotify.com/pod/show/craig-lytle/message…

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Sustainable retirement income, care coordination & estate planning 3.19.2020 audio from webinar 58:01

۵ years پیش58:01

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Marc Glickman joins Scott Tuozzolo and Craig Lytle for a webinar discussion on structuring sustainable income throughout retirement, coordinating health care using state partnership plans and estate strategies for asset transfer. The Sandwich Generation faces compromises with the prudent use of resources for retirement income, education expenses and healthcare needs of aging relatives. Email: Craig@CraigLytle.com or call/ text (302) 373-0592. --- Send in a voice message: https://podcasters.spotify.com/pod/show/craig-lytle/message…

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MaryBeth Franklin via ZOOM with Craig Lytle 39:29

۵ years پیش39:29

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MaryBeth Franklin and Craig Lytle talk about common misnomers regarding Social Security and Medicare. At the end of the interview MaryBeth explains where people can learn more, including where to get her e-book. --- Send in a voice message: https://podcasters.spotify.com/pod/show/craig-lytle/message

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Susan Rupe from InsuranceNewsNet shares her stories of caregiving for family (Sandwich Generation) 35:30

۵ years پیش35:30

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Susan worked, raised a family and served as a care coordinator and caregiver for family members. In this episode, she shares her experiences... “it all starts with a phone call” --- Send in a voice message: https://podcasters.spotify.com/pod/show/craig-lytle/message

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