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Influential Entrepreneurs Interviews Certified Financial Planner® Burt Williamson of PlanPrep Discussing Why Now Is a Critical Time to Do Tax Planning
There is a limited window of opportunity for people close to retirement or recently retired to minimize taxes for themselves and their heirs.
Read MoreAnton Anderson, CEO of Elite Resource Team, Interviewed on the Influential Entrepreneurs Podcast
Anton Anderson discusses why financial advisors and CPAs should form “Proactive Planning Teams” Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-anton-anderson-ceo-of-elite-resource-team/ Financial advisors and CPAs share a common goal: to help their clients build financial security. They can offer a comprehensive approach to achieving this goal by…
Read MoreStephen Ross, CEO of Ross Insurance Brokers-Dave Ramsey Trusted Provider, Interviewed on Podcast Discussing Working With an Independent Home & Auto Insurance Agent
Stephen Ross discusses the benefits of working with an Independent Home & Auto Insurance Agent. Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-stephen-ross-ceo-of-ross-insurance-brokers-dave-ramsey-trusted-provider-discussing-working-with-an-independent-agent/ Independent home and auto insurance agents are an excellent resource for finding the best coverage at the best price for specific particular needs. Working…
Read MoreOscar Toledo, President of Toledo Insurance, Interviewed on the Influential Entrepreneurs Podcast Discussing Social Security Claiming Options
Oscar Toledo discusses the top considerations for a pre-retiree when deciding on social security claiming options. Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-oscar-toledo-president-of-toledo-insurance-discussing-social-security-claiming-options/ When deciding on Social Security claiming options, pre-retirees need to consider the impact of their decision on their retirement income. This includes evaluating…
Read MoreDaniel Collison, Managing Partner at Advice2Advisors, Interviewed on the Influential Entrepreneurs Podcast
Daniel Collison discusses why the duality of client acquisition is vital for financial advisors to understand. Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-daniel-collison-managing-partner-at-advice2advisors/ The Duality of Marketing and Prospecting for Financial Advisors is crucial to growing a financial advisory business. Marketing involves promoting an advisor’s Unique…
Read MoreReal Estate Expert and Private Money Lender Alprentice Watson Shares Insights on Fox TV’s Morning Blend
Alprentice Watson recently provided valuable insights on real estate investing in the current buyers’ market and explained the benefits of private money lending over traditional bank lending, making this a great time to be a real estate investor.
Read MoreJay Winestein, Founder of DeepDive Retirement, Interviewed on the Influential Entrepreneurs Podcast Discussing Taxes in Retirement
Jay Winestein discusses how to mitigate and lower taxes as much as possible to prepare for retirement. Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-jay-winestein-founder-of-deepdive-retirement-discussing-taxes-in-retirement/ The level of a retiree’s post-tax liabilities can have a large effect on the quality of retirement. Utilizing pre-tax 401ks, 403b, Deferred…
Read MoreJay Winestein, Founder of DeepDive Retirement, Interviewed on the Influential Entrepreneurs Podcast Discussing Advanced Life Expectancy Credits
Jay Winestein discusses how a sequence of returns can affect a retiree. Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-jay-winestein-founder-of-deepdive-retirement-discussing-life-expectancy-credits-part-2/ The sequence of returns issue, the order of the returns in a portfolio, can become problematic for a retiree when they call it quits and retires and…
Read MoreNick Bliss, Partner & Financial Advisor with Clear Strategy, Interviewed on Podcast About a Holistic Approach to Retirement Planning
Nick Bliss discusses how Clear Strategy aims to provide confidence around financial planning by utilizing its experienced advisors to create a customized plan tailored to better support their clients’ financial, family, and life goals. Retirement planning is integral to financial planning and needs to be considered from a holistic perspective.…
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