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Matt Ruttenberg
3
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2
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Aug 12, 2026
How Business Owners Use Life Insurance to Build Wealth
18 MINS LATER
M
25:54Mike JesowshekHOST
What are some of the just kind of indicators that you're seeing that kind of lead you to say yes or no to somebody and make this being a tool for them?
How to Choose the Right Retirement Plan for Your Business
8 MINS LATER
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24:37Mike JesowshekHOST
Tell me a little bit about how that is definitely something working with you guys that you can do, but not necessarily something you might be able to do with some of those, say, prototype plans.
Advanced 401(k) Strategies for Business Owners, Matt Ruttenberg
4:51
5:05
S
4:34SanaHOST
So let's say for a business owner, Matt, who is already profitable, starting to do well, what does the gap usually look like between the retirement plan they currently have and the one they could have?

Matt RuttenbergGUEST
And so let's start with understanding the structure of a retirement plan stack, as we call it.

Matt RuttenbergGUEST
So now the smallest layer is on the bottom, the biggest layer is on the top.
6 MINS LATER
S
11:07SanaHOST
I mean, what do you suggest?