[Retirement] 10, Highly Compensated Employees

Defined as owning more than 5% of the company or earning over a specified amount, affecting plan testing. —

The CFP Exam is known for its difficulty, and as I embark on this learning journey, I’ve found it to be quite challenging. I created this podcast to document my study notes, and I hope you find them helpful in your own preparation.

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📖 Recommended Study Materials:
• CFP Study Guide 2025-2026 (1650+ Questions, All Domains): https://www.amazon.com/dp/B0FBLDWZPM?tag=openexamprep-20
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• Retirement Planning Guidebook: Navigating Important Decisions: https://www.amazon.com/dp/1945640154?tag=openexamprep-20

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