Category: Finance

Jake Hanks discusses how he helps people realize the dream of home ownership. Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-jake-hanks-loan-officer-with-synergy-one-lending/ When buying a home, the first step is to get pre-qualified or pre-approved for a mortgage. But there is a difference between the two. Pre-qualification is a simple process that estimates […]

Sean Pahut discusses how Montana Wealth Management aims to provide confidence around financial planning by utilizing their experienced advisors to create a customized plan tailored to support better 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 […]

Adolfo & Andres Rodriguez discuss their approach to helping clients create a savings plan that makes sense for a successful future. Social Security is a necessary part of a comprehensive retirement income strategy; there are important considerations before claiming early. Working with a financial professional is crucial in coordinating three types of benefits. Listen to […]

Merrit Strunk discusses topics including: Certain investment vehicles that used to be thought of as having good long-term returns may have changed. Medicare does not cover Long Term Care costs Having One Big Dollar figure for retirement is a misconception – we also recommend having a goal to generate tax-free income The “Set it and […]

Jeff Stukey & Kirk Ashburn discuss their approach to helping couples create a savings plan that makes sense for a successful future. Listen to the interview on the Business Innovators Radio Network –   https://businessinnovatorsradio.com/interview-with-jeff-stukey-kirk-ashburn-co-founders-of-wealthspan-advisors-discussing-financial-planning-for-couples/ Whether they realize it or not, many investors find themselves unprepared regarding their financial future and well-being. In working with hundreds […]

Jeff Stukey & Jay Olshansky discuss their approach to helping clients create a savings plan that makes sense for a successful future. Listen to the interview on the Business Innovators Radio Network –   https://businessinnovatorsradio.com/interview-with-jeff-stukey-jay-olshansky-ph-d-with-of-wealthspan-advisors-discussing-how-aging-science-impacts-retirement/   Wealthspan Advisors is a company that came into being because two scientists in the field of longevity study joined forces […]