Category: Finance

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-discussing-asset-allocation-in-retirement-portfolios/ Asset allocation is one of the most important decisions that investors make; it is also one of the most difficult. Asset allocation involves dividing an investment portfolio among asset classes, […]

James Hardin discusses why working with a mortgage broker is more beneficial than a traditional bank lender. Listen to the interview on the Business Innovators Radio Network:  https://businessinnovatorsradio.com/interview-with-james-scott-hardin-president-of-able-financial/  James says: “If you’re looking for a mortgage, working with a broker is a great way to ensure you get the best deal possible. They will work […]

Matthew Ablakan discusses how Millennials can invest in real estate to increase wealth. Listen to the interview on the Business Innovators Radio Network:  https://businessinnovatorsradio.com/interview-with-matthew-ablakan-founder-owner-of-the-millennials-choice-group/ Matthew shared: “Many millennials are looking for ways to invest their money and grow their wealth. Real estate can be a great way to do this, but it’s important to understand […]

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 […]

Randy Kaufman talks about his Community Hero’s mortgage program. Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-randy-kaufman-senior-mortgage-loan-originator-discussing-the-1-down-mortgage/ Randy explained: “Community Hero’s Mortgage Program is a special mortgage program designed to help Community Hero’s purchase homes. The program offers a variety of benefits, including low down payment options, reduced closing costs, and flexible […]

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 […]