Tom Stefaniak discusses important retirement questions, including: 1) What is the most important service that you provide to your clients? 2) What is a Wealth Plan? 3) How often do you update the plan? The focus of this interview brought up compelling stories that Tom presented that made powerful teaching…
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Don Purcell discusses his approach to helping his clients apply Biblical wisdom to issues faced by business owners to achieve predictable success–consistent results and growth. Listen to the interview on the Business Innovators Radio Network https://businessinnovatorsradio.com/interview-with-don-purcell-cpa-certified-kingdom-advisor-and-and-founder-of-clarity-business-coaching/ Purcell explained that ” As a small business coach, my vision is to…
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“Mind of Gold” by Karen Oeser, CFA, and Erica Neal reached Number One on Amazon.com’s Best Seller List in the Financial Services, Education Finance, Financial Accounting, and Credit Ratings and Repair categories on November 10, 2021.
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Leading Financial Advisors To Be Featured In New Amazon Book Benefiting Charity
Publisher and Radio Host Mark Imperial spotlights Financial Advisors, Wealth Planners, and Fiduciaries for a new book titled “Leading Advisors: Spotlights on Remarkable Financial Professionals,” benefiting charity.
David DeCelle discusses his approach to helping his clients achieve success in growing their practice. During the interview, David discusses the extraordinary value proposition he provides clients which results in them learning how to build a client base of raving fans that willingly and proactively give referrals. DeCelle commented, “We…
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Goran Milic, Discusses His Approach to Helping His Clients with Financial and Retirement Literacy During the interview, Goran discusses how Social Security is necessary for a comprehensive retirement income strategy. There are important considerations before choosing to claim early, and working with a financial professional is crucial in coordinating these…
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Bryan Daly discusses his approach to helping his clients create a savings plan that makes sense for a successful future. Listen to the interview on the Business Innovators Radio Network https://businessinnovatorsradio.com/interview-with-bryan-daly-founder-of-new-life-financial-alliance-and-fee-based-fiduciary-financial-planner/ Daly explained that ” At New Life Financial Alliance (NLFA), your dreams matter. We understand the challenges that make…
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November 1, 2021 Jeremy Keil predicts that the next 6 months may be the best time ever in history to buy I Savings Bonds with the breaking news that the November 2021 I bond inflation rate will be 7.12%, which is 3.56% earned over 6 months. Compare that rate to…
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Tom Stefaniak discusses important retirement questions, including: 1) What are some of the most significant transitions people go through in your practice? 2) What role do finances play in life transitions? 3) How do expected vs. unexpected life transitions need to be addressed? The top Life Transitions discussed are: Loss…
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Author Mike Hanna launches new book that De-mystifies Wealth Creation and makes it more accessible to the masses raising the standard of living for all who read it.
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