retirement plan Archives - Business RadioX ®

Thinking Beyond the Leisure of Retirement, with Anthony Chen, Host of Family Business Radio

June 16, 2025 by John Ray

Family Business Radio

Thinking Beyond the Leisure of Retirement, with Anthony Chen, Host of Family Business Radio

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Thinking Beyond the Leisure of Retirement, with Anthony Chen, Host of Family Business Radio

Family Business Radio host Anthony Chen urges us to think beyond the leisure of retirement and make a broad, well-conceived plan.

Anthony’s commentary was taken from this episode of Family Business Radio. Family Business Radio is underwritten by Anthony Chen with Lighthouse Financial Network.

Transcript

As we’re winding down and closing down the show, I like to close this out with what’s called Anthony’s Financial Take. Continuing picking back off the theme in terms of preparation for a succession plan in the financial world, the question that we would always want to ask is, what does an ideal retirement lifestyle look like?

And it’s think really hard, not just, oh yeah, I’m going to go out golfing efficiently. No, after, let’s say, six months of golf, unless you’re like a PGA tour kind of guy, you’re eventually going to get a little bored. But to really think, run through the scenario of what does my ideal retirement lifestyle really look like?

How do I want to be structured? And that’s my, my financial take of today’s theme. Thank you for listening in to Family Business Radio. Until next time. . .

Anthony Chen, Host of Family Business Radio

Family Business Radio is sponsored and brought to you by Anthony Chen with Lighthouse Financial Network. Securities and advisory services are offered through OSAIC, member FINRA/SIPC. RAA is separately owned, and other entities and/or marketing names, products, or services referenced here are independent of OSAIC. The main office address is 575 Broadhollow Rd., Melville, NY 11747. You can reach Anthony at 631-465-9090, ext. 5075, or by email at anthonychen@lfnllc.com.

Anthony Chen started his career in financial services with MetLife in Buffalo, NY, in 2008. Born and raised in Elmhurst, Queens, he considers himself a full-blooded New Yorker while now enjoying his Atlanta, GA, home. Specializing in family businesses and their owners, Anthony works to protect what is most important to them. From preserving to creating wealth, Anthony partners with CPAs and attorneys to help address all of the concerns and help clients achieve their goals. By using a combination of financial products ranging from life, disability, and long-term care insurance to many investment options through Royal Alliance, Anthony looks to be the eyes and ears for his client’s financial foundation. In his spare time, Anthony is an avid long-distance runner.

The complete show archive of Family Business Radio can be found by following this link.

Faye Sykes, Social Security Benefit Planners

September 17, 2019 by John Ray

North Fulton Business Radio

Faye Sykes, Social Security Benefit Planners

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“North Fulton Business Radio,” Episode 164: Faye Sykes, Social Security Benefit Planners

Approximately 30% of Americans count on Social Security to fund 100% of their retirement, and the average retired American derives 40%-60% of their retirement income from Social Security. Faye Sykes is on a mission to help people maximize their Social Security benefits. She joined host John Ray on this edition of “North Fulton Business Radio,” broadcast from Renasant Bank in Alpharetta.

Faye Sykes, Social Security Benefit Planners

Faye Sykes is the CEO of Social Security Benefit Planners. Social Security Benefit Planners is a flat fee retirement income planning company. Just like a CPA helps you navigate the IRS, SSBP helps you navigate the almost 2,800 regulations that oversee Social Security. Faye Sykes, also CEO of Scarlet Oak Financial Services, started her career in the financial sector in 2005. Her passion is helping people understand and make better decisions for themselves and their families.

For additional information, go to the Social Security Benefit Planners website. You can also call 877-270-7727 or email by clicking here.

“North Fulton Business Radio” is broadcast from the North Fulton studio of Business RadioX®, located inside Renasant Bank in Alpharetta. Renasant Bank has humble roots, starting in 1904 as a $100,000 bank in a Lee County, Mississippi, bakery. Since then, Renasant has grown to become one of the Southeast’s strongest financial institutions with approximately $12.9 billion in assets and more than 190 banking, lending, wealth management and financial services offices in Mississippi, Alabama, Tennessee, Georgia and Florida. All of Renasant’s success stems from each of their banker’s commitment to investing in their communities as a way of better understanding the people they serve. At Renasant Bank, they understand you because they work and live alongside you every day.

MAG’s MEP 401(k) – Top Docs Radio

February 12, 2016 by angishields

Top Docs Radio

MAG's MEP 401(k) - Top Docs Radio

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MAG's 401(k) — Kevin Rainwater talks MAG’s 401(k) plan

MAG’s MEP 401(k)

We continue our series with Medical Association of Georgia, hosting Kevin Rainwater of Atlanta Capital Group to learn about MAG’s MEP 401(k) plan. Kevin Rainwater is a managing partner with Atlanta Capital Group, specializing in retirement planning.

Kevin began his career in the financial services industry more than 16 years ago. He has a passion for helping employees, executives and business owners reach their retirement goals. Kevin provides investment and plan advisory services to companies and individuals throughout the nation.

He relies on his extensive knowledge of qualified plan design and investment offerings to provide business owners and participants with the most competitive retirement plan option available.

MAG member practices can save time and money and retain employees by participating in a MAG-sponsored 401(k) retirement plan that’s available through the Atlanta Capital Group and Transamerica.

The MAG 401(k) Plan is treated like one large plan from a government Form 5500 reporting standpoint. The result is a 401(k) plan with competitive investments, outstanding service, and someone else doing a majority of the plan maintenance leg work. With more than 7,800 members, MAG offers a large, unified plan.

When you utilize the MAG 401(k) Plan, you have all of the advantages and flexibility of a stand-alone plan, while avoiding the expenses and administrative headaches associated with sponsoring a stand-alone plan.

Member benefits include cost savings on the investments; No individual Form 5500 reporting; Minimal plan maintenance; Flexible plan features, including safe harbor; Roth and profit sharing; Customizable 401(k) plan design options involving eligibility, matches, and vesting schedules; No audit at member level.

By participating in the MAG 401(k) Plan, virtually all of the administrative tasks can be offloaded from the practice to Transamerica, ACG, and MAG.

Special Guest:

Kevin Rainwater, Partner, Atlanta Capital Group