The Goall: Financial Insights For Business Owners

Is your year-end checklist setting you up for true business success—or just checking boxes? In this episode, Mark and Bridget Biermann of the Goall Agency reveal how business owners can transform year-end planning into a launch pad for growth, loyalty, and long-term stability. Discover why focusing on direction, not just deductions, can protect your people and profits, and how tailored benefit strategies can boost retention i...

What if your retirement plan could move with you, protect your family, and reward loyalty—without the market’s roller coaster? Mark and Bridget Biermann reveal why traditional 401(k)s are falling short and how their “category of one” approach at GOALL Agency is changing the game for businesses and families. Hear real stories of portable, benefit-rich solutions that build lasting culture and empower employees...

What happens when faith and finance collide in the world of retirement planning? Mark and Bridget Biermann, founders of the GOALL Agency, share how Christ-like servant leadership and spiritual conviction inspired them to create a purpose-driven alternative to outdated retirement plans. Discover how their approach puts people before profits, builds win-win relationships, and integrates stewardship and integrity into every benefit of...

What happens when boomers skip their kids and gift directly to their grandkids? In this episode of The Goall, Mark and Bridget unpack the growing trend of “skip generation giving” and the financial strategies behind it. From Roth IRA limitations to maximizing tax-free income, they share real-life stories and practical advice for navigating retirement planning in a shifting economic landscape. Whether you're nearing...

Is your retirement plan built on strategy—or fear? In this episode of The Goal: Financial Insights for Business Owners, Kacey Biddy sits down with Mark and Bridget Biermann to unpack common retirement missteps, from emotional Social Security decisions to risky portfolio withdrawals. They explore how understanding your risk tolerance, tax buckets, and income sources can help you feel more in control of your financial futu...

In this episode, Mark and Bridget discuss the Goall program's role in enhancing financial security for individuals and business owners. They explore the importance of preparing for unexpected financial challenges, protecting family futures, maximizing retirement dollars, and maintaining financial flexibility for major life milestones. The conversation also covers strategies for preparing for future tax increases, ensuring security ...

In this episode, Mark and Bridget discuss the Goall Program, a unique approach to employee benefits and retirement planning. They address common fears about outliving savings, the importance of tax-free income, and the overlooked financial risks that many face. The conversation highlights how the Goall Program differs from traditional retirement plans, offering protection against market volatility and healthcare costs. Additionally...

In this episode,  Mark and Bridget discuss essential financial strategies for retirement planning. They explore how to determine the amount needed for retirement, the impact of inflation, navigating tax laws, ensuring financial longevity, and preparing for potential health issues. The conversation emphasizes the importance of personalized planning and the role of financial advisors in helping individuals achieve their retireme...

In this episode, Mark and Bridget discuss the significant changes to IRAs and 401(k) plans for 2025, including new contribution limits, the 10-year rule for inherited IRAs, and updates to required minimum distributions (RMDs). They also explore strategies for maximizing benefits from these changes and highlight key features of the Secure 2.0 Act, including automatic enrollment for new retirement plans and eligibility for part-time ...

In this episode of The Goall Financial Insights, Mark and Bridget discuss the various risks associated with retirement planning. They highlight the alarming statistic that 46% of American households are at risk of not covering essential expenses in retirement. The conversation delves into market risks, income risks, health risks, and the implications of legislative and tax changes on retirement savings. The experts emphasize the im...

In this episode, Mark and Bridget discuss the impending tax increases set for 2026, the impact on individuals and couples, and strategies to mitigate these changes. They emphasize the importance of understanding tax brackets, especially as retirement approaches, and provide actionable advice for both current workers and those nearing retirement. The conversation highlights the need for proactive financial planning to navigate the u...

In this episode of Goall Financial Insights Podcast, Mark and Bridget Biermann from the Goall Agency, discuss their innovative financial program designed for business owners. The conversation covers the unique features of the Goall program, including its high employee participation rates, the importance of robust benefits packages, and the advantages of tax-free withdrawals. The Biermanns emphasize the need for businesses to adapt ...

In this episode of Goall Financial Insights Podcast, Mark and Bridget Biermann discuss their innovative financial program designed for business owners. The conversation covers the unique features of the Goal program, including its high employee participation rates, the importance of robust benefits packages, and the advantages of tax-free withdrawals. The Biermanns emphasize the need for businesses to adapt to changing employee exp...

In this episode of Goall Financial Insights, Mark and Bridget Biermann, co-founders of the Goall Agency, talk about the importance of year-end reflections for business owners as they prepare for 2025. They discuss the challenges of hiring and employee retention, the significant costs associated with employee turnover, and how implementing the Goal Program can lead to positive changes in company culture and employee satisfaction. Th...

Market volatility and its impact on retirement portfolios is a major concern for many people. In this podcast episode, Mark and Bridget discuss the importance of mitigating risk and offering cutting-edge benefits packages to employees. They emphasize the need for employers to stay updated with the latest products and strategies that can protect employees' retirement savings.

The conversation also highlights the significance of comp...

In this episode Mark and Bridget talks about the importance of offering attractive benefits packages to employees. They discuss how the labor market has changed and how employees are becoming more educated about benefits. They also highlight the need for employers to stand out from their competition by offering comprehensive and bundled benefit packages.

The conversation emphasizes the importance of benefits that stay with employee...

Mark and Bridget Biermann focus on the importance of attracting and retaining talent in business. The hosts discuss the challenges that businesses face, such as financial constraints, technology utilization, skill gaps, marketing, market competition, and regulatory hurdles. They emphasize the significance of having clear job descriptions and hiring employees who fit the company culture. The conversation also highlights the role of ...

Mark and Bridget Biermann discuss the impact of AI on the process of finding and retaining great talent. It highlights the use of AI in pre-screening resumes and the challenges it poses for both employers and employees. The hosts emphasize the importance of personal touch and cultural fit in the hiring process, which AI may not be able to assess accurately. They also discuss the potential drawbacks of relying too heavily on AI and ...

Mark and Bridget Bierman discuss their involvement with the Society of Financial Awareness (SOFA) and the importance of financial education. They emphasize the lack of financial literacy in today's society and the need to teach people of all ages about personal finance. They share examples of how small changes in spending habits can lead to significant savings and the power of compounding interest. They also highlight the various p...