Category: Finance

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 […]

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 […]