Category: Business

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

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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 time and ensuring that there […]

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

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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 three decades specializing in federal […]

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Linda Jensen, Certified Exit Planning Advisor (CEPA), Unveils New Website About Tax Strategies for Business Owners

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In a groundbreaking announcement today, Linda Jensen a leader in financial advisory services, unveiled a comprehensive guide detailing the best tax strategies for business owners looking to optimize their savings and foster significant growth for their enterprises. Amidst the ever-evolving landscape of tax laws and regulations, Linda Jensen commits to empowering entrepreneurs with the knowledge […]

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David R. Williams, Senior Mortgage Loan Officer at Highlands Residential Mortgage, Interviewed on the Elite Real Estate Leaders Podcast

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David Willams discusses the top questions a 1st-time homebuyer needs to ask.  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-david-r-williams-senior-mortgage-loan-officer-at-highlands-residential-mortgage/ The process of purchasing a first home marks a significant milestone in an individual’s life, fraught with excitement and, understandably, a myriad of questions. Recognizing the importance of making well-informed decisions, industry […]

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

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Shaun Clearwater discusses strategies for properly managing company retirement plans.  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-shaun-clearwater-with-full-focus-financial-discussing-company-retirement-plan-maintenance/   Regular maintenance and review of company retirement plans are crucial to ensure proper management and compliance with regulations. As discussed in the podcast episode with Shaun Clearwater from Full Focus Financial, neglecting to maintain […]

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