Category: Finance

Matthew Gallagher discusses how he helps his clients have hope and clarity in their retirement planning and creating portfolio safety. Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-matthew-gallagher-founder-of-prosperity-wealth-management/ Planning for retirement can be a complicated, intricate process. With so many important decisions to make and so many options, clients must have a […]

Enrico Brex discusses his approach to helping his clients create a savings plan that makes sense for a successful future.  Questions covered in this interview include: Is cash value in permanent life insurance taxable How to use permanent life insurance to pay for my child’s college tuition Is there any way to be more tax-efficient […]

Andrew Carrillo discusses the importance of working with a financial planner who is a fiduciary. Listen to the interview on the Business Innovators Radio Network:  https://businessinnovatorsradio.com/interview-with-andrew-carrillo-president-and-founder-of-barnett-capital-advisors/ There are a lot of different financial planners out there, and it can be tough to know whom to trust. But when looking for someone who will always put […]

Sean Pahut discusses how he develops long-term personal relationships with his clients. Listen to the interview on the Business Innovators Radio Network:  https://businessinnovatorsradio.com/interview-with-sean-pahut-financial-consultant-with-montana-wealth-management-discussing-the-montana-money-mindset/ Pahut said, ” Through the pandemic, about 100,000 people moved to Montana; we noticed that financial professionals in the other state still managed their financial matters. My goal is to develop a […]

Nick Bliss discusses how Clear Strategy aims to provide confidence around financial planning by utilizing its experienced advisors to create a customized plan tailored to better support their clients’ financial, family, and life goals. Whether it’s a newly empty nest, marriage, divorce, moving, a big promotion at work, aging parents, selling a business, or starting […]

Ryan Larson discusses how he serves his clients as a Fiduciary Financial Planner. Listen to the interview on the Business Innovators Radio Network:  https://businessinnovatorsradio.com/interview-with-ryan-larson-founder-of-firstline-financial/# A fiduciary financial planner is a professional who provides clients with financial planning and investment advice. The term “fiduciary” means that the planner is bound by law to act in the […]

Partners Advantage – A Gallagher Company is one of the largest independent life insurance wholesale brokerage operations in the country representing more than 50 of the top-rated insurance carriers in the nation. With offices operating in Iowa and California and employees working remotely in the U.S., they offer a diverse and comprehensive mix of individual […]