Unveiling Journeys with Tiffany Alexander

Helping Small Businesses Build Wealth: The 401(k) Playbook

Tiffany Alexander Season 1 Episode 132

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0:00 | 21:11

Are small business owners missing out on powerful tax credits and wealth-building opportunities?

In this episode of Unveiling Journeys, Tiffany sits down with Charles Reichelt, founder of FTG Squared (“For the Greater Good”), to break down how 401(k) plans can be simple, strategic, and transformational for small businesses.

With more than 30 years of experience and over 3,000 retirement plans created, Charles shares his journey from answering a newspaper ad in the Atlanta Journal-Constitution to building and retiring from John Hancock after nearly two decades — and ultimately launching his own firm to better serve entrepreneurs.

Bio:
Charles Reichelt is the founder of FTG Squared (“For the Greater Good”), where he helps small businesses design, implement, and manage 401(k) plans with a simple, service-focused approach. With a career that began in 1990 at the forefront of the emerging 401(k) industry, he has worked across administration, implementation, and sales—creating more than 3,000 retirement plans along the way. After nearly two decades with John Hancock, he launched his own firm to serve small business owners directly, eliminating complexity and making retirement planning easier and more accessible. Based in the Baltimore area, Charles is passionate about helping both employers and employees build long-term wealth through smart investing and homeownership.

We dive into:
✅ Why small businesses are often overwhelmed by 401(k) plans
✅ How federal tax credits can cover up to 50% of plan costs
✅ State retirement mandates (including what business owners need to know)
✅ The power of starting early & the time value of money
✅ Why homeownership is the next step in building wealth

If you’re a founder, small business owner, or entrepreneur wanting to reduce taxes, build long-term wealth, and take care of your team — this episode is for you.

Connect with Charles Reichelt:
🌐 Website: https://www.ftgsquared.com/
💼 LinkedIn: https://www.linkedin.com/in/charlesreichelt/
📧 Email: charles@ftgsquared.com


#SmallBusinessOwner #401kPlanning #RetirementStrategy #WealthBuilding #EntrepreneurFinance #TaxStrategy #FinancialWellness #UnveilingJourneys #BusinessLeadership #TimeValueOfMoney

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