Linda Jensen, Principal and Owner of Heart Financial Group, Interviewed on the Influential Entrepreneurs Podcast Discussing Exit Planning

Linda Jensen discusses the importance of exit planning for business owners.  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-linda-jensen-principal-and-owner-of-heart-financial-group-discussing-exit-planning/  Exit planning is a critical aspect for business owners seeking to enhance the profitability and valuation of their business. Often, business owners overlook creating an exit plan due…

Read More

New Release by IAOTP: ‘Top 25 Global Impact Leaders’ – A Launch Into Inspirational Leadership

“Top 25 Global Impact Leaders” launches on 4/3/24, revealing transformative stories of the world’s foremost leaders, spotlighting their journeys and contributions towards a more empowered and peaceful global community. The IAOTP-curated book serves as an epitome of exceptional leadership and societal impact.

Read More

Kimberly Pohler, Financial Strategist with Pohler Financial, Interviewed on the Influential Entrepreneurs Podcast Discussing How Life Insurance Fits Into Retirement

Kimberly Pohler discusses maximizing retirement income with life insurance strategies.  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-kimberly-pohler-financial-strategist-with-pohler-financial-discussing-how-life-insurance-fits-into-retirement/ Life insurance is a valuable tool for retirement planning, offering more than just a death benefit. In a podcast episode, financial strategist Kimberly Pohler highlights how life insurance can…

Read More

Shaun Clearwater with Full Focus Financial, Interviewed on the Influential Entrepreneurs Podcast Discussing Enhancing a Company Retirement Plan

Shaun Clearwater with Full Focus Financial, Interviewed on the Influential Shaun Clearwater discusses the keys to a more efficient company retirement plan.  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-shaun-clearwater-with-full-focus-financial-discussing-enhancing-a-company-retirement-plan/  Education plays a vital role in enhancing a company’s retirement plan by boosting participation and contribution rates.…

Read More

Kimberly Pohler Financial Strategist with Pohler Financial, Interviewed on the Influential Entrepreneurs Podcast Discussing 5 Risks of Retirement

Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-kimberly-pohler-financial-strategist-with-pohler-financial-discussing-5-risks-of-retirement/  The impact of longevity on retirement planning is crucial to acknowledge. It requires individuals to be realistic and honest about their financial situation and future needs. Planning for an extended retirement period involves assessing how expenses may evolve over…

Read More

Tax Attorney Anthony Kim Sheds Light on Tax Filing Pitfalls for High-Net-Worth Individuals on “Liquidity Event Lessons” Podcast

In an illuminating upcoming episode of the “Liquidity Event Lessons” podcast, hosted by finance veteran Michael Ross, esteemed tax attorney Anthony Kim of the reputable firm Rosado & Kim will reveal the common tax filing mistakes that high net worth individuals and families often make. With a career spanning over…

Read More

Financial Coach Who Empowers Women Is Named Queensland Broker of the Year

Financial coach and mortgage broker Dionne Lee has won a prestigious Queensland award for her work helping people own their own homes and build investment property portfolios. Dionne Lee, CEO and founder of Xcellerate Finance, has been named Bankwest’s Broker of the Year for Queensland. Bankwest’s Broker of the Year…

Read More