Wharton faculty and industry leaders discuss their latest research, books, and relevant business topics. Hosted on Acast. See acast.com/privacy for more information.
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Inhoud geleverd door Influential Entrepreneurs with Mike Saunders, MBA, Mike Saunders, and MBA. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door Influential Entrepreneurs with Mike Saunders, MBA, Mike Saunders, and MBA of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.
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Interview with Mario G. Taffo, Federal Benefits Consultant on Navigating TSP Withdrawals and Tax Implications
MP3•Thuis aflevering
Manage episode 457128930 series 1323727
Inhoud geleverd door Influential Entrepreneurs with Mike Saunders, MBA, Mike Saunders, and MBA. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door Influential Entrepreneurs with Mike Saunders, MBA, Mike Saunders, and MBA of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.
Mario Taffo is a volunteer educator for The Institute for Financial Awareness, one of the fastest growing 501(c)(3) nonprofit organizations in the DC/Metro area.
Mario is a widely sought out speaker. His most requested workshop/webinar topics are 10 Steps to Financial Freedom, Retirement Planning for Federal Employees and Estate Planning.
Mario has been a member of the Greater Washington Hispanic Chamber of Commerce since 2009. He has provided financial educational support and resources to many embassies in Washington D.C., military bases, federal agencies, churches and other organizations. He also provides direct support to numerous HR departments at federal agencies in the DC/Metro area.
Mario has presented hundreds of financial wellness and financial literacy workshops in the DC metropolitan area, as well as educational webinars to participants around the world.
Mario has a MBA degree from the University of Central Florida and has been working in the financial services industry since 1996. Mario started his financial services career as a loan originator.
Mario has experience in investments and banking, in addition to retirement planning. Mario is fluent in Spanish. His bi-lingual abilities have allowed him to help guide many civilians, active duty and in-service and retired federal employees through the complex steps of their retirement planning process.
Thousands of individuals and small business owners have benefited from Mario’s knowledge and expertise, but one of his greatest pleasures in life is to help his friends and family plan for retirement. As a father, Mario has personal experience planning for college and has helped countless families reach their college planning goals.
In his free time Mario enjoys traveling, playing soccer, scuba diving and exercising. He is a loyal CrossFit enthusiast who can be found in his local gym every morning, competing with himself and pushing others to reach their full potential in the gym.
Learn more: http://www.ifaonline.org/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-mario-g-taffo-federal-benefits-consultant-on-navigating-tsp-withdrawals-and-tax-implications
…
continue reading
Mario is a widely sought out speaker. His most requested workshop/webinar topics are 10 Steps to Financial Freedom, Retirement Planning for Federal Employees and Estate Planning.
Mario has been a member of the Greater Washington Hispanic Chamber of Commerce since 2009. He has provided financial educational support and resources to many embassies in Washington D.C., military bases, federal agencies, churches and other organizations. He also provides direct support to numerous HR departments at federal agencies in the DC/Metro area.
Mario has presented hundreds of financial wellness and financial literacy workshops in the DC metropolitan area, as well as educational webinars to participants around the world.
Mario has a MBA degree from the University of Central Florida and has been working in the financial services industry since 1996. Mario started his financial services career as a loan originator.
Mario has experience in investments and banking, in addition to retirement planning. Mario is fluent in Spanish. His bi-lingual abilities have allowed him to help guide many civilians, active duty and in-service and retired federal employees through the complex steps of their retirement planning process.
Thousands of individuals and small business owners have benefited from Mario’s knowledge and expertise, but one of his greatest pleasures in life is to help his friends and family plan for retirement. As a father, Mario has personal experience planning for college and has helped countless families reach their college planning goals.
In his free time Mario enjoys traveling, playing soccer, scuba diving and exercising. He is a loyal CrossFit enthusiast who can be found in his local gym every morning, competing with himself and pushing others to reach their full potential in the gym.
Learn more: http://www.ifaonline.org/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-mario-g-taffo-federal-benefits-consultant-on-navigating-tsp-withdrawals-and-tax-implications
24 afleveringen
MP3•Thuis aflevering
Manage episode 457128930 series 1323727
Inhoud geleverd door Influential Entrepreneurs with Mike Saunders, MBA, Mike Saunders, and MBA. Alle podcastinhoud, inclusief afleveringen, afbeeldingen en podcastbeschrijvingen, wordt rechtstreeks geüpload en geleverd door Influential Entrepreneurs with Mike Saunders, MBA, Mike Saunders, and MBA of hun podcastplatformpartner. Als u denkt dat iemand uw auteursrechtelijk beschermde werk zonder uw toestemming gebruikt, kunt u het hier beschreven proces https://nl.player.fm/legal volgen.
Mario Taffo is a volunteer educator for The Institute for Financial Awareness, one of the fastest growing 501(c)(3) nonprofit organizations in the DC/Metro area.
Mario is a widely sought out speaker. His most requested workshop/webinar topics are 10 Steps to Financial Freedom, Retirement Planning for Federal Employees and Estate Planning.
Mario has been a member of the Greater Washington Hispanic Chamber of Commerce since 2009. He has provided financial educational support and resources to many embassies in Washington D.C., military bases, federal agencies, churches and other organizations. He also provides direct support to numerous HR departments at federal agencies in the DC/Metro area.
Mario has presented hundreds of financial wellness and financial literacy workshops in the DC metropolitan area, as well as educational webinars to participants around the world.
Mario has a MBA degree from the University of Central Florida and has been working in the financial services industry since 1996. Mario started his financial services career as a loan originator.
Mario has experience in investments and banking, in addition to retirement planning. Mario is fluent in Spanish. His bi-lingual abilities have allowed him to help guide many civilians, active duty and in-service and retired federal employees through the complex steps of their retirement planning process.
Thousands of individuals and small business owners have benefited from Mario’s knowledge and expertise, but one of his greatest pleasures in life is to help his friends and family plan for retirement. As a father, Mario has personal experience planning for college and has helped countless families reach their college planning goals.
In his free time Mario enjoys traveling, playing soccer, scuba diving and exercising. He is a loyal CrossFit enthusiast who can be found in his local gym every morning, competing with himself and pushing others to reach their full potential in the gym.
Learn more: http://www.ifaonline.org/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-mario-g-taffo-federal-benefits-consultant-on-navigating-tsp-withdrawals-and-tax-implications
…
continue reading
Mario is a widely sought out speaker. His most requested workshop/webinar topics are 10 Steps to Financial Freedom, Retirement Planning for Federal Employees and Estate Planning.
Mario has been a member of the Greater Washington Hispanic Chamber of Commerce since 2009. He has provided financial educational support and resources to many embassies in Washington D.C., military bases, federal agencies, churches and other organizations. He also provides direct support to numerous HR departments at federal agencies in the DC/Metro area.
Mario has presented hundreds of financial wellness and financial literacy workshops in the DC metropolitan area, as well as educational webinars to participants around the world.
Mario has a MBA degree from the University of Central Florida and has been working in the financial services industry since 1996. Mario started his financial services career as a loan originator.
Mario has experience in investments and banking, in addition to retirement planning. Mario is fluent in Spanish. His bi-lingual abilities have allowed him to help guide many civilians, active duty and in-service and retired federal employees through the complex steps of their retirement planning process.
Thousands of individuals and small business owners have benefited from Mario’s knowledge and expertise, but one of his greatest pleasures in life is to help his friends and family plan for retirement. As a father, Mario has personal experience planning for college and has helped countless families reach their college planning goals.
In his free time Mario enjoys traveling, playing soccer, scuba diving and exercising. He is a loyal CrossFit enthusiast who can be found in his local gym every morning, competing with himself and pushing others to reach their full potential in the gym.
Learn more: http://www.ifaonline.org/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-mario-g-taffo-federal-benefits-consultant-on-navigating-tsp-withdrawals-and-tax-implications
24 afleveringen
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