Category: Business

Kerry Morris discusses whether widows should fire their husband’s financial advisors. Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-kerry-morris-cfp-founder-of-honorshield-widows-are-firing-their-husbands-financial-advisor-at-an-alarming-rate/ Kerry Morris delves into the concept of retirement, highlighting its relatively new nature. He emphasizes that retirement requires individuals to bring their “basket” of resources and figure out how to make it work. […]

Dan Brooks discusses the need for long-term care and options for coverage.  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-dan-brooks-founder-of-xexis-private-wealth-discussing-long-term-care-considerations/  In this episode, Dan Brooks emphasizes the importance of educating individuals about the positives and negatives of different financial products related to long-term care. He highlights that no product is without drawbacks […]

In a recent podcast interview on The Copywriter Club, Author, Writing Coach, and Founder of The Book Incubator Mary Adkins shared her invaluable insights and expertise on the art of writing and publishing a book. With her extensive experience, she delved into various topics that captivated and inspired listeners. During the conversation, Mary discussed: Overcoming […]

Author, Writing Coach, and Founder of The Book Incubator Mary Adkins, renowned for her expertise in empowering writers to unlock their creative potential, appeared as a guest on the highly acclaimed Enneagram & Coffee podcast. With an impressive background in writing coaching, Mary Adkins has facilitated transformative experiences for countless writers seeking to elevate their […]

Dan Brooks discusses social security claiming options made easy for entrepreneurs.  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-dan-brooks-founder-of-xexis-private-wealth-discussing-social-security-claiming-options/  Social Security Claiming Options can be a complex and confusing topic for individuals. Dan Brooks highlights the vast number of options available, mentioning that there are over 500 different claiming strategies for couples. […]

UK firm Wheeler and Lai Chartered Surveyors are celebrating their fifth anniversary this month. In a male-dominated surveying industry, the company’s two female founders are “proud” to have reached the milestone.

Kerry Morris discusses the importance of fiduciary standards in financial advisory. Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-kerry-morris-cfp-founder-of-honorshield-discussing-fiduciary-standards/ The episode delves into the concept of fiduciary standards and its implications for financial advisors. Fiduciary standards require advisors to prioritize their client’s best interests above their own in all aspects. This includes […]

Bob Chitrathorn discusses tips on claiming social security. Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-bob-chitrathorn-co-founder-of-simplified-wealth-management-discussing-social-security-claiming-options/ Social Security is an important retirement benefit that many people rely on as a major source of income during their golden years. However, with so many different options and rules surrounding Social Security, it can be […]