Category: Finance

Dominique Dieujuste discusses the benefits of working with an independent insurance agent vs. a captive agent. Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-dominique-dieujuste-financial-professional-ceo-of-dieujuste-financial/ Dominique explained: “An independent insurance agent offers many advantages that a captive agent cannot match. For example, an independent agent is not bound…

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Patrick Anderson discusses how tax planning impacts retirement income planning. Listen to the interview on the Business Innovators Radio Network:  https://businessinnovatorsradio.com/interview-with-patrick-anderson-president-of-unifirst-financial-tax-consultants/ Patrick explained: “When it comes to tax planning for retirement income, one of the most important factors to consider is how taxes will impact the overall retirement plan. Taxes…

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Jeffrey Stevens announces a new publication his firm has come out with to educate pre-retirees on Social Security claiming options. Stevens says, “At Preferred Retirement Strategies, we help our valued clients develop a clear understanding of their Social Security benefits and educate them on the right time to start accepting…

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Elizabeth Kinsey discusses the differences between mortgage Buydown vs. ARM Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-elizabeth-kinsey-loan-originator-with-prime-lending/  An Adjustable-Rate Mortgage (ARM) is a home loan with an interest rate that can change over time. The changes in the interest rate are tied to an index, such…

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Don Plotsky discusses how a portfolio allocation to Specialty Finance can enhance portfolio performance, reduce risk, and create Predictable Income. Listen to the interview on the Business Innovators Radio Network:  https://businessinnovatorsradio.com/interview-with-don-plotsky-co-founder-of-alternative-income-solutions-discussing-predictable-income-with-specialty-finance/# Specialty Finance involves using various strategies to create a steady stream of income that can be counted on every…

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Tom Rutkowski discusses the innovative concept of Private Banking. Questions covered in this interview include: What exactly is private banking? So which is better, whole life or IUL? I heard IUL is riskier. Is that true? Listen to the interview on the Business Innovators Radio Network:  https://businessinnovatorsradio.com/interview-with-tom-rutkowski-president-of-innovative-retirement-strategies-discussing-private-banking/ Tom explained: “A…

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Listen to the interview on the Business Innovators Radio Network:  https://businessinnovatorsradio.com/interview-with-eunicia-peret-ceo-and-founder-of-the-empowered-financial-planner/ Many business owners don’t think about exit planning until it’s too late. They may not have a succession plan in place or have thought about how they will sell or exit their business. This can be a big mistake,…

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Kelley Pyles discusses her approach to helping clients create a savings plan that makes sense for a successful future. Social Security is a necessary part of a comprehensive retirement income strategy; there are important considerations before claiming early. Working with a financial professional is crucial in coordinating three types of…

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Josh Millang discusses how taxes impact retirement. Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-josh-d-millang-president-of-retirement-protectors-discussing-how-taxes-impact-retirement/ Taxes are a significant factor to consider when creating a retirement plan. Paying taxes on income can significantly reduce the amount of money available for retirement savings. It is essential to understand…

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