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The Executive Benefits Playbook with Don Curristan | Ep. 17 | My SBA Loan Pro Podcast

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Manage episode 489994372 series 2518941
Content provided by Ryan Smith. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ryan Smith or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Don Curristan, an executive benefits expert with 27+ years of experience, reveals how business owners and CEOs use deferred compensation, SERPs, and phantom stock to retain key employees.

Learn:

- The surprising tax advantages of deferred comp plansHow performance-based incentives work without equity

-Common mistakes companies make with executive benefits

- Why proper plan design makes all the difference

- Perfect for business owners, HR professionals, and financial advisors looking for advanced compensation strategies.

If you liked this content, let's connect on social media:

Instagram: / mysbapro

Twitter: / mysbapro

LinkedIn: / ryanpatryck

Key Chapters:

0:00 - Introduction

0:50 - Career Background

2:15 - Who Needs These Plans?

4:45 - Deferred Compensation Explained

6:30 - Tax Benefits

8:10 - SERPs Overview

10:25 - Phantom Stock Case Study

12:40 - Implementation Process

14:55 - Common Mistakes

16:20 - DIY vs Professional Help

18:00 - Closing Thoughts

More Subject Matter Experts Playlist

• Subject Matter Experts Face to Face Interv... ⁠More ThinkSBA Resources⁠

https://calendly.com/thinksba - Schedule Call

https://g.page/thinksba - Google Business Page & Reviews

https://thinksba.com/faq - Frequently Asked Questions

https://mysbaloanpro.com⁠ - My SBA Loan Pro Podcast / @thinksba

  • YouTube Channel
  continue reading

69 episodes

Artwork
iconShare
 
Manage episode 489994372 series 2518941
Content provided by Ryan Smith. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Ryan Smith or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

Don Curristan, an executive benefits expert with 27+ years of experience, reveals how business owners and CEOs use deferred compensation, SERPs, and phantom stock to retain key employees.

Learn:

- The surprising tax advantages of deferred comp plansHow performance-based incentives work without equity

-Common mistakes companies make with executive benefits

- Why proper plan design makes all the difference

- Perfect for business owners, HR professionals, and financial advisors looking for advanced compensation strategies.

If you liked this content, let's connect on social media:

Instagram: / mysbapro

Twitter: / mysbapro

LinkedIn: / ryanpatryck

Key Chapters:

0:00 - Introduction

0:50 - Career Background

2:15 - Who Needs These Plans?

4:45 - Deferred Compensation Explained

6:30 - Tax Benefits

8:10 - SERPs Overview

10:25 - Phantom Stock Case Study

12:40 - Implementation Process

14:55 - Common Mistakes

16:20 - DIY vs Professional Help

18:00 - Closing Thoughts

More Subject Matter Experts Playlist

• Subject Matter Experts Face to Face Interv... ⁠More ThinkSBA Resources⁠

https://calendly.com/thinksba - Schedule Call

https://g.page/thinksba - Google Business Page & Reviews

https://thinksba.com/faq - Frequently Asked Questions

https://mysbaloanpro.com⁠ - My SBA Loan Pro Podcast / @thinksba

  • YouTube Channel
  continue reading

69 episodes

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