☕️ Scott Pooch

☕️ Scott Pooch Email and Phone Number

Founder and SMB owner tax optimization and value building consultant @ 401Grow
United States
☕️ Scott Pooch's Location
United States, United States
☕️ Scott Pooch's Contact Details
About ☕️ Scott Pooch

Why is a 401k / 403b guy talking so much about student loan repayment, ESAs, HSAs and 529 plans?🤔 If you have a fantastic 401k and great participation; but a bunch of employees are unhealthy, in debt, and struggling to make ends meet, would you consider that a successful outcome? 🤷‍♂️62% of employees report facing moderate to significant financial anxiety. Not just worried - but losing sleep, missing work, and quietly job hunting. 👉 Financial stress is crushing employees and bleeding profits from companies. ‼️Four “Majors” are driving the majority of financial stress in employees:❌. Debt (especially high-interest debt such as credit cards)❌. Living paycheck to paycheck and not knowing where their $ goes❌. Little or no emergency savings❌. Confusion around saving for retirementAnd there hasn't been a good solution until now (70% of companies give employees access to financial wellness tools, but utilization is under 20%!!!) .Workplace Financial Solutions combined with The Employee Roadmap finally gives employees what they've been asking for:✅ The ability to choose where their company contribution / match goes (401k, student loans, ESA, HSA, 529)✅ Quarterly Modules built around simple, easy action steps to improve the "Four Majors" listed above.✅ Unbiased education, unencumbered by jargon or conflicts of interest✅ AND a fantastic 401k / 403b, all for about what you'd normally pay for just a Retirement Plan Advisor!If you're ready to help employees where they're hurting and get more bang from your benefits bucks, either reach out to me, or join us on an upcoming webinar.Let's help employees succeed with their money today and at retirement!Shoot me a DM here on LinkedIn, or email me: scott@integratedretirementsolutions.com

☕️ Scott Pooch's Current Company Details
401Grow

401Grow

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Founder and SMB owner tax optimization and value building consultant
United States
☕️ Scott Pooch Work Experience Details
  • 401Grow
    Founder And Smb Owner Tax Optimization And Value Building Consultant
    401Grow
    United States
  • Integrated Retirement Solutions
    President
    Integrated Retirement Solutions Jul 2014 - Present
    If you have a fantastic 401k and great participation; but a bunch of employees are * unhealthy* in debt * and struggling to make it paycheck-to-paycheck, would you consider that a successful outcome?If you are looking to help employees improve their health, wealth (financial wellness) AND retirement savings; then I have some ideas that you probably haven't heard before…Every business and not-for-profit should offer Student Loan reviews (a free service), Payroll-deducted Emergency Savings Accounts (ESA), and Health Savings Accounts (HSA) as a standard financial benefit package.Progressive companies will consider adding 529s to the mix and look at Secure 2.0 401k matching of Student Loan payments, and allowing employees to choose how to split their company contribution between the retirement plan, student loan repayment, ESA, HSA, or 529.There is an impending retirement savings crisis...but it's nearly impossible to build long-term retirement savings on a foundation of financial stress.More than 60% of employees say they’re financially stressed. Financial stress is crushing employees and bleeding profits from companies.401Grow is the System that brings all of these elements together.Workforce Financial Solutions is a designed to help educate Plan Sponsors on these financial benefits as well as introduce them to a few of my favorite providers in each category.Shoot me a DM or Email me: scott@integratedretirementsolutions.com
  • Benetech Inc.
    Regional Pension Consultant
    Benetech Inc. Jun 2013 - Jul 2014
    Irvine, California, Us
    I partner with Financial Advisors helping them build better Retirement Plans for their business-owner clients.
  • Nationwide Insurance
    External Wholesaler, Internal Wholesaler, Education Specialist, Agent, Affinity Account Rep,
    Nationwide Insurance Jul 2002 - Apr 2011
    Us
    Trained Financial Advisors on how to sell and service 401(k) plans.Educated Retirement plan participants on investing and retirement basics as well as the specific details of their company 401(k).Assisted clients in choosing appropriate insurance coverages to fit their needs.Worked to develop marketing agreements between Nationwide and large Affinity groups such as Alumni Associations and Professional Organizations.
  • Suntrust Investment Services
    Private Wealth Advisor
    Suntrust Investment Services Jun 2008 - Sep 2009
    Us
    Sold, set up and serviced Retirement Plans for companies in Central Florida. Helped Individuals specify and prioritize their goals and then create an appropriate financial plan to help them work towards reaching those goals.

☕️ Scott Pooch Skills

Underwriting Retirement Planning 401k Retirement Fixed Annuities Financial Advisory Trading Series 63 Investments Cold Calling Building Relationships Insurance Tax Life Insurance Sales Pensions Defined Benefit Public Speaking Program Management Mutual Funds Finance Financial Services Employee Benefits Series 7 Wealth Management Series 6 Iras Strategic Financial Planning Health Insurance Disability Insurance Financial Planners Long Term Care Financial Planning Strategic Planning 401 Retirement Savings Plans

☕️ Scott Pooch Education Details

  • Liberty University
    Liberty University
    Business

Frequently Asked Questions about ☕️ Scott Pooch

What company does ☕️ Scott Pooch work for?

☕️ Scott Pooch works for 401grow

What is ☕️ Scott Pooch's role at the current company?

☕️ Scott Pooch's current role is Founder and SMB owner tax optimization and value building consultant.

What is ☕️ Scott Pooch's email address?

☕️ Scott Pooch's email address is sc****@****ons.com

What schools did ☕️ Scott Pooch attend?

☕️ Scott Pooch attended Liberty University.

What are some of ☕️ Scott Pooch's interests?

☕️ Scott Pooch has interest in Wellness, Retirement Readiness, Fitness, Biking, Running, Productivity, Travel, Financial Literacy.

What skills is ☕️ Scott Pooch known for?

☕️ Scott Pooch has skills like Underwriting, Retirement Planning, 401k, Retirement, Fixed Annuities, Financial Advisory, Trading, Series 63, Investments, Cold Calling, Building Relationships, Insurance.

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