Category: News

Chris Patterson discusses navigating the sequence of returns risk in retirement  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-chris-patterson-retirement-income-strategist-discussing-sequence-of-returns-risk/ Understanding the Impact of Sequence of Returns Risk on Retirement Income   Chris Patterson, a retirement income strategist, the discussion shed light on the significant impact of sequence of…

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Paul Castner discusses the importance of life insurance   Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-paul-castner-president-of-c-k-healthcare-advisors-discussing-life-insurance/  Paul Castner, president of C & K Healthcare Advisors, discusses life insurance’s importance. Paul shares insights on educating clients about life insurance, emphasizing the significance of protection for family and leaving…

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Jennifer Surmacz discusses Probate Horrors to Private Estate Planning  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-jennifer-surmacz-founder-of-posterity-legal-discussing-the-horrors-of-probate/ One of the key takeaways from Jennifer Surmacz is the discussion on how probate can be a lengthy and costly process. Jennifer highlighted that probate cases can often drag on…

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Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-david-smart-ceo-of-smart-benefit-group-discussing-transitioning-from-accumulation-to-distribution-mindset/ David shares his journey in the financial services space, including loan originations, selling life insurance and mutual funds, and working in the Medicare sector.  Transitioning from an accumulation mindset to a distribution mindset is a critical aspect of retirement…

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Luke Harrison discusses the importance of life insurance   Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-luke-harrison-with-olin-associates-discussing-life-insurance/  Luke Harrison from Olin & Associates discusses the importance of understanding life insurance beyond just a payout after death. He explains the two primary branches of life insurance – permanent and…

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Olympia, WA—51% of businesses are owned by baby boomers, meaning that over 16 million people will soon be passing their businesses on to the next generation. Certified Exit Planning Advisor Linda Jensen shares her knowledge on what business owners should know before they leave in her new book: “What is…

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Providing emotional, empathy, and financial support is crucial when assisting individuals facing financial struggles. In a TV interview featuring Kevin Coffey from A Brighter Future, he highlighted how they can put more money into homeowners’ pockets while providing emotional support to homeowners dealing with foreclosure or financial difficulties. Kevin shared…

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