Venu Reddy is the President of FBS Securities, co-founder of 42VC, and author of The Ultimate Guide to Cash Balance Plans.

In this episode, Venu shares his journey from Wall Street to launching his own RIA and VC firm—and why he's now focused on helping high earners and business owners build smarter retirement strategies. We dive deep into cash balance plans (CBPs) and how they compare to 401(k)s and IRAs, when they make sense, and how advisors can use them to grow AUM while adding real value to clients. Venu also shares two compelling case studies—one where a CBP worked extremely well, and one where it didn’t—and the lessons learned from each.

Please enjoy our conversation with Venu Redd