Videos & Educational Links

It’s All in the Numbers , hosted by Tom Perrone. In this segment, Tom discusses strategies for preserving wealth and building long-term financial security. He reviews key principles of protecting assets, making smarter investment decisions, and planning for retirement to help ensure your money continues working for you. Download the Free Estate Planning Guide to learn more about protecting your financial future: https://www.allclients.com/Form3.aspx

It’s All in the Numbers , hosted by Tom Perrone. In this segment, Tom explains how a Roth IRA works and how it can be used as a tax-free wealth-building strategy. He reviews the key differences between a Roth IRA, traditional IRA, and 401(k), along with common mistakes to avoid when planning for retirement. Download a free report for business owners on tax-free benefits to learn more: https://www.allclients.com/Form3.aspx ...

It’s All in the Numbers , hosted by Tom Perrone In this segment, Tom discusses estate planning considerations for business owners and executives, including the role of buy-sell agreements, succession planning, business valuation, and strategies for protecting equity and transferring wealth while avoiding unnecessary probate. Download a free copy of Tom Perrone’s book, Unlocking Your Business DNA for additional insights on planning for the future of your business: https://www

It’s All in the Numbers , hosted by Tom Perrone. In this segment, Tom discusses exit planning basics for business owners and how to maximize the value of a business. He reviews common exit strategies, including third-party sales and family transfers, and explains the importance of buy-sell agreements when planning the future of your business. Download the Business Essential Guide , a 174-page resource designed to help business owners better understand their options and plan a

It’s All in the Numbers , hosted by Tom Perrone. In this segment, Armen discusses the costs of long-term care and some of the options individuals can consider when planning for the financial impact of a long-term confinement.

Jay discusses various strategies for retirement planning, emphasizing the importance of balancing capital preservation with growth. He explores investment options such as high yield savings accounts, annuities, and fixed income securities, while also addressing the significance of optimizing retirement accounts and understanding tax implications. The discussion extends to preparing for early retirement, managing healthcare costs, and the necessity of comprehensive planning to

Jay discusses the common mistakes that baby boomers make regarding retirement planning. He emphasizes the importance of understanding social security as a supplemental income, the necessity of catch-up contributions, and the significant impact of healthcare costs. The discussion also covers the need for adjusting risk as retirement approaches, tax considerations, and the emotional components of transitioning into retirement. Jay highlights the importance of legacy planning an

This episode of Catapult focuses on small business marketing and growth strategies for 2026, hosted by T. Perrone(NECGG Inc.). Featured guests Mike and Kayla Bouffard join to discuss practical steps business owners can take to stay competitive in a rapidly evolving digital landscape. Topics covered: • Google visibility vs. social media for local and service-based businesses • Must-have technology systems for growing businesses in 2026 • Using AI and automation to boost eff

Ken Somers, covers five key questions which every small business owner should consider. Performance Management For Small Businesses is built on these basic building blocks. The topics are key to creating a better culture, a future succession transition value, and methods to create great professional growth.

Tom covers 10 reasons why using the JFK Era benefit plan/executive compensation is much more efficient than a 401(k) or profit-sharing plan for high earning business owners. He covers the tax traps in qualified plans that affect high earning business owners. https://podcasts.apple.com/us/podcast/the-10-reasons-why/id1539791693?i=1000747195419 Thomas J. Perrone, CLU, CIC WWW.bpbpgrp.com tperrone@necgginc.com Email me if you would like a white paper on the JFK Era Benefits.

Tom explains why you need to know where you are in your current planning situation for your business and personal life. Most people are not very sure they know where they are. Why? Because since they did their last planning, not only has their personal life changed, their business has changed also. Also, over that period of time there have been a number of changes coming out of Washington that may have altered what they have already planning, making it out of date. The r