Category: News Room

Tim Tacl discusses building trust in the real estate industry.  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-tim-tacl-co-founder-sr-loan-officer-at-dnvr-lending/ In this episode, Tim emphasizes the significance of not simply being a “menu taker” when working with clients. Instead, he encourages listeners to fully engage and comprehend the needs…

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Renee’ Kennedy discusses retiree regrets Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-renee-kennedy-president-of-aaa-life-solutions-discussing-biggest-retiree-regrets/ The episode addresses the negative propaganda spread by investment firms, discouraging people from exploring certain financial solutions. Renee’ Kennedy suggests that these firms intentionally keep people unaware of options like tax-free retirement accounts and…

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Conor Bodaken discusses simplifying the home financing process. Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-conor-bodaken-loan-officer-with-aslan-home-lending/ Conor Bodaken, a loan officer, begins by emphasizing the need to evaluate the bigger picture and make decisions based on the client’s specific circumstances. He highlights that during the financial crisis…

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Renee’ Kennedy discusses overcoming financial challenges. Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-renee-kennedy-president-of-aaa-life-solutions-discussing-financial-forecast-dark-storms-ahead-then-bright-and-clear/ One specific challenge discussed is the difficulty young people face in purchasing a house. Renee Kennedy explains that the real estate market operates on the principle of supply and demand, currently maintaining an…

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James Lavorgna discusses building a sustainable future: succession planning and legacy strategies. Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-james-lavorgna-founder-of-spencer-advisory-services-discussing-succession-legacy-planning/ Succession planning refers to the process of determining the future owner of a business after the current owner exits. This can involve transferring the business to a…

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Ryan Quante discusses enhancing value for financial advisors, attorneys, and care communities.  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-ryan-quante-founder-of-care-income-advisors-discussing-serving-financial-advisors-attorneys-care-communities/   Long-term care events can have a significant impact on a client’s assets and self-esteem. Financial advisors recognize the devastating effect a long-term care event can have on…

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James Lavorgna discusses tax mitigation strategies for entrepreneurs. Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-james-lavorgna-founder-of-spencer-advisory-services-discussing-tax-mitigation-strategies-for-business-owners/  Mike Saunders and James Lavorgna stress the importance of taking a comprehensive approach to tax planning and being proactive in implementing strategies. They clarify that tax mitigation strategies are not loopholes…

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