Jennifer Surmacz Founder of Posterity Legal, Interviewed on the Influential Entrepreneurs Podcast Discussing NextGen Estate Planning Software

Jennifer Surmacz discusses the benefits of next-gen estate planning software Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-jennifer-surmacz-founder-of-posterity-legal-discussing-nextgen-estate-planning-software/  Next-gen estate planning software, revolutionizes the way estate plans are created and managed compared to traditional paper-based methods. Here are some key points to expand on this topic: Efficiency: Traditional law firms often draft […]

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Chris Patterson Retirement Income Strategist, Interviewed on the Influential Entrepreneurs Podcast Discussing Tax Risk

Chris Patterson discusses tips and strategies for tax planning Listen to the interview on the Business Innovators Radio Network: Interview With Chris Patterson, Retirement Income Strategist Discussing Tax Risk – Business Innovators Radio Network Strategic tax planning is a crucial aspect of retirement planning that can help individuals mitigate taxes and secure their financial future. […]

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Paul Castner, President of C & K Healthcare Advisors, Interviewed on The Influential Entrepreneurs Podcast Discussing Retirement Planning

Paul Castner discusses maximizing your retirement savings Listen to the interview on the Business Innovators Radio Network: Interview with Paul Castner President of C & K Healthcare Advisors Discussing Retirement Planning – Business Innovators Radio Network Starting retirement planning early in life is crucial to maximize growth potential and ensure financial stability in retirement. As […]

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Bill Mcdowell, President of The McDowell Agency, Interviewed on The Influential Entrepreneurs Podcast, Discussing Roth Conversions

Bill Mcdowell discusses Roth conversion Listen to the interview on the Business Innovators Radio Network: Interview with Bill McDowell, President of The McDowell Agency Discussing Roth Conversions – Business Innovators Radio Network Mike Saunders and Bill McDowell discuss Roth conversions. Bill explains that Roth conversions are not a way to avoid taxes but rather a […]

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Jennifer Surmacz Founder of Posterity Legal, Interviewed on the Influential Entrepreneurs Podcast Discussing Relationship Generational Wealth

Jennifer Surmacz discusses securing legacy: the importance of generational wealth Listen to the interview on the Business Innovators Radio Network: Interview with Jennifer Surmacz Founder of Posterity Legal Discussing Relationship Generational Wealth – Business Innovators Radio Network Generational wealth extends beyond mere wealth accumulation in one’s lifetime. As discussed in the podcast episode, it involves […]

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Maurice Bailey, President of Wealthy Way Financial, Interviewed on the influential Entrepreneur Podcast, Discussing How Taxes Impact Retirement

Maurice Bailey discusses how taxes impact retirement  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-maurice-bailey-president-of-wealthy-way-financial-discussing-how-taxes-impact-retirement/ Maurice Bailey, the president of Wealthy Way Financial. He delved into the critical topic of how taxes impact retirement, a subject that often gets overlooked but is essential for effective retirement planning.  Maurice began by highlighting the […]

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Chris Patterson Retirement Income Strategist, Interviewed on the Influential Entrepreneurs Podcast Discussing Sequence of Returns Risk

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 returns risk on retirement income. […]

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Paul Castner, President of C & K Healthcare Advisors, Interviewed on The Influential Entrepreneurs Podcast Discussing Life Insurance

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 a legacy. Whether for financial […]

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