Category: Business

Rexford Cattanach discusses the value of tax planning for high-net-worth clients Listen to the interview on the Business Innovators Radio Network: Interview with Rexford Cattanach, President of Keats Group Discussing Tax Planning for High Net Worth Clients – Business Innovators Radio Network Rexford Cattanach, president of Keats Group, discusses the importance of approaching wealth management […]

Brian Wilbur discusses how to use a reverse mortgage in retirement planning?   Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-brian-wilbur-co-founder-of-bingo-reverse-mortgage/ In an effort to address the growing financial challenges faced by retirees, experts are increasingly highlighting the potential benefits of incorporating a reverse mortgage into comprehensive retirement planning. With rising living costs […]

David Smart Discusses The Powerful Topic of tax-free Retirement Solutions Listen to the interview on the Business Innovators Radio Network: Interview with David Smart, CEO of Smart Benefit Group Discussing Tax-Free Retirement Solutions – Business Innovators Radio Network David highlights individuals’ frustrations with paycheck deductions and the desire for a tax-free retirement. He emphasizes the […]

Bill McDowell discusses 401K Rollovers Listen to the interview on the Business Innovators Radio Network: Interview with Bill McDowell President of The McDowell Agency Discussing 401K Rollovers – Business Innovators Radio Network Bill McDowell, president of the McDowell Agency, joins host Mike Saunders to discuss the importance of 401k rollovers. They highlight how modern work […]

Rexford Cattanach discusses the importance of business succession planning Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-rexford-cattanach-president-of-keats-group-discussing-business-succession-planning/ Rexford Cattanach, President of Keats Group, on the topic of business succession planning. Rexford shares his journey from Deloitte Consulting to specializing in acquisitions and compensation planning. He emphasizes the importance of implementing successful plans […]

David Smart discusses the importance of ensuring a lifetime income   Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-david-smart-ceo-of-smart-benefit-group-discussing-ensuring-a-lifetime-income/ David Smart, CEO of Smart Benefit Group, discusses the importance of ensuring a lifetime income for retirement. David explains that lifetime income, like a Social Security check, provides a reliable source of funds that […]