Loie Watkins, owner of Optimal CFO, was the featured guest on Influencers Radio with Jack Mize.
Read MoreThe Optimal CFO Loie Watkins Reveals New Trend in Virtual Accounting Solutions for Private Schools on Influencers Radio
Category: Finance
New Book Featuring Insights From Elder Law and Estate Planning Attorneys Hits Amazon Best Seller List
Leading Counsel Vol. 2 reached Number One on Amazon.com’s Best Seller List on November 24.
Read MoreRick Mosley, President of Black Pearl Insurance Solutions, Interviewed on Influential Entrepreneurs Podcast About Creating an Income Stream for Life
Rick Mosley, President of Black Pearl Insurance Solutions, Discusses His Approach to Helping His Clients with Financial Planning and Wealth Management
Read MoreEric Fritzke and The Trinity Team at Keller Williams Preferred Realty, Announces the New Trinity Team Investment Advisory Division and Investment Club
The Trinity Team Investment Advisory Division provides a boutique-style, highly customized service dedicated to maximizing value for commercial real estate investors. With investor-specific goals at the forefront, they provide the expertise to ease the process of acquiring, managing, and building wealth using commercial real estate up to $5M in value.…
Read MoreDeirdre Van Nest, Creator of the Crazy Good Talks® Blueprint, Interviewed on Influential Entrepreneurs Podcast About Helping Advisors Create a Memorable Message
Deirdre Van Nest discusses her approach to helping financial professionals articulate their service offerings by making sure people “feel” their message. Listen to the interview on the Business Innovators Radio Networkhttps://businessinnovatorsradio.com/interview-with-deirdre-van-nest-creator-of-the-crazy-good-talks-blueprint-for-financial-professionals/ To thrive in today’s marketplace, Financial Advisors must learn how to capture attention and connect emotionally whenever and wherever they…
Read MoreCarey (Mac) Hanna Interviewed on Influential Entrepreneurs Podcast About Leaving Money to Loved Ones.
Mac Hanna, Discusses His Approach to Helping His Clients with Financial and Retirement Literacy as it relates to leaving money to loved ones. During the interview, Mac discusses considerations for people who may have a child with mental/physical disabilities and the various types of trusts that should be looked into.…
Read MoreRick Mosley, President of Black Pearl Insurance Solutions, Interviewed on Influential Entrepreneurs Podcast About Using an Annuity to Grow a Lump Sum Cash Distribution
Rick Mosley, President of Black Pearl Insurance Solutions, Discusses His Approach to Helping His Clients with Financial Planning and Wealth Management During the interview, Rick discusses how a fixed annuity can help accumulate tax-deferred earnings as part of an overall retirement plan. Annuities offer the opportunity for lifetime payments and…
Read MoreBrandon Galici, CFP®, Founder of Galici Financial, Interviewed on Influential Entrepreneurs Podcast.
Brandon Galici, CFP® discusses his financial planning approach to help his clients live a fulfilled life with his Maximize Life Today, Plan for Tomorrow roadmap. For entrepreneurs, real estate professionals, and pre retirees, Galici Financial partners together with clients to grow wealth by helping guide them through the nuances of…
Read MoreCarey (Mac) Hanna Interviewed on Influential Entrepreneurs Podcast -Should an Annuity be Part of a Retirement Portfolio?
Mac Hanna, Discusses His Approach to Helping His Clients with Financial and Retirement Literacy During the interview, Mac discusses how most Americans already own an annuity. When we pay into Social Security over our working lives, we receive a lifetime benefit. That is an annuity. An annuity is not an…
Read MoreRandy Crabtree, Co-Founder and Partner of Tri-Merit Specialty Tax Professionals, Interviewed on Podcast About Helping CPAs Benefit from Tax Credits and Incentives
Randy Crabtree discusses how Tri-Merit supports CPAs, CFOs, and owners of small-to-midsize businesses by serving as an extension of their advisory team to lessen the tax burden and increase cash flow. They work with companies to uncover the engineering, manufacturing, and product development data needed to support claiming engineering-based tax…
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