Send us a textPlan for your exit the right way.In this episode of the Ground Transportation Podcast, Ken Lucci sits down with Phil Shetsen, President of Bona Vita Benefits, who shares some common financial planning mistakes made by transportation operators. Phil emphasizes the importance of life insurance, benefits, and retirement planning. He shares his personal and professional journey, the mission to help others avoid financial pitfalls, and offers insights into creating robust benefits plans, tax strategies, and fostering long-term company growth by retaining top talent. CHAPTERS:00:00 Introduction06:35 Background13:07 Life Insurance18:59 Asset Sales20:35 Specialized Products25:26 PEOs33:34 401Ks39:43 Find The Right Clients43:44 Tax StrategiesConnect with Phil on LinkedIn: https://www.linkedin.com/in/pshetsen/Visit Bona Vita Website: https://www.bvbenefits.com/NLA: https://www.limo.org/At Driving Transactions, Ken Lucci and his team offer financial analysis, KPI reviews,  for specific purposes like improving profitability, enhancing the value of the enterprise business planning and buying and selling companies. So if you have any of those needs, please give us a call or check us out at www.drivingtransactions.com. Pax Training is your  all in one solution designed to elevate your team's skills, boost passenger satisfaction, and keep your business ahead of the curve. Learn more at www.paxtraining.com/gtpConnect with Kenneth Lucci, Principle Analyst at Driving Transactions:https://www.drivingtransactions.com/Connect with James Blain, President at PAX Training:https://paxtraining.com/

Ver todos los episodios