Category: Finance

Jay Winestein discusses how taxes and inflation impact cashflow when considering Potential Retirement Pitfalls  Listen to the interview on the Business Innovators Radio Network:  https://businessinnovatorsradio.com/interview-with-jay-winestein-founder-of-deepdive-retirement-discussing-potential-retirement-pitfalls/ When planning for retirement, it’s essential to factor in the impact of taxes and inflation on cash flow. Taxes directly affect how much income people…

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Navigate complex financial issues during divorce with Harmony Divorce Solutions and their Certified Divorce Financial Analyst™ Mary Ann Ernette. Get expert guidance for a financially stable future.

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There is a limited window of opportunity for people close to retirement or recently retired to minimize taxes for themselves and their heirs.

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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…

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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…

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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…

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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.

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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…

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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…

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