Category: Finance

Merrit Strunk, President of Momentum Financial and Insurance Services, Interviewed on Podcast About His Book “Your Retirement (UN)Broken”

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Merrit Strunk discusses his book which advises on working towards a retirement that works for you. The largest transition to retirement in U.S. history is happening right now and it’s critical to make decisions that will lead to a retirement that works for you. Listen to the interview on the Business Innovators Radio Network:  https://businessinnovatorsradio.com/interview-with-merrit-strunk-founder-of-momentum-financial-insurance-services-author-of-your-retirement-unbroken/# […]

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Charles “Walt” Wilson, Retirement Strategist, Interviewed on Influential Entrepreneurs Podcast Discussing Permanent Life Insurance Strategy for Stretching Retirement Funds

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Walt Wilson discusses the key elements that deplete retirement assets: Taxation Depreciation Inflation Government Regulation Volatility Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-charles-walt-wilson-retirement-strategist-discussing-permanent-life-insurance-strategy-for-stretching-your-retirement-funds/ Several strategies can be used to make retirement funds last longer. One such method is to use permanent life insurance to supplement income. Permanent life insurance policies have […]

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Charles “Walt” Wilson, Retirement Strategist Discussing the Key Employee Benefits Strategy, Interviewed on Influential Entrepreneurs Podcast

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Walt Wilson discusses the main elements of a key employee benefits strategy. Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-charles-walt-wilson-retirement-strategist-discussing-the-key-employee-benefit-strategy/ Walt explained, “There are many factors to consider when designing a key employee benefits strategy. The main elements of a key employee benefits strategy include: Eligibility requirements Benefit levels Funding sources Vesting […]

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Nick Bour, Founder and CEO of Inspire Wealth, Announces New Podcast on The Business Innovators Radio Network called “The Inspired Business Leaders Podcast”

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The Inspired Business Leaders Podcast is a series of interviews with top business professionals empowering listeners to understand the current business climate and the successes and struggles other business professionals have overcome. “We are excited to launch this new podcast and provide our listeners with insights from some of the top business leaders out there,” […]

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Sybil Ackerman-Munson, Donor Advisor and Founder of Do Your Good, Interviewed on Influential Entrepreneurs Podcast

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Sybil Ackerman-Munson discusses her over 20 years of experience as a nonprofit professional and foundation advisor. Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-sybil-ackerman-munson-donor-advisor-and-founder-of-do-your-good/ Sybil explained, “With over 20 years of experience as a nonprofit professional and foundation advisor, I work with philanthropic institutions and foundations interested in successful, high-impact grant making […]

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Tim Corrigan, Owner of the Health Plan Superstore Interviewed on Influential Entrepreneurs Podcast

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Tim Corrigan discusses how his insurance agency specializes in Medicare and Health Insurance Solutions. Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-tim-corrigan-owner-of-the-health-plan-superstore/ Corrigan explained, “The Insurance Health Plan Superstore is an independent insurance agency specializing in Medicare and Health Insurance Solutions. We work with the major insurance companies so we can offer […]

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Todd Smith, CFP®, ChFC®, CTM®, CLTCTM President & CEO of Level 5 Financial – Discussing the Family Office Client Experience, Interviewed on Influential Entrepreneurs Podcast

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Todd Smith discusses his mission to impact and improve the financial lives of Accounting and CPA firms by maximizing their potential – both personally and professionally. Questions covered in this interview include: What is the client experience like? Who facilitates each step of the process? What is the process for this robust referral relationship? Listen […]

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Judy Carlson, Fee-Based Fiduciary Financial Professional – Discussing the Importance of Tax Elimination Strategies Prior to Wealth Distribution, Interviewed on Influential Entrepreneurs Podcast

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Judy Carlson discusses why it is so important to understand your “lifetime” tax liability. Questions covered in this interview include: What is one of the most significant risks to the safety of our money, especially once wealth decumulation starts? Why have taxes become such a big issue in retirement? What has transpired over the past […]

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Judy Carlson, Fee-Based Fiduciary Financial Professional – Discussing Investments vs. Insurance for Wealth Accumulation, Interviewed on Influential Entrepreneurs Podcast

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Judy Carlson discusses how to use “Safe Money” strategies to protect families financially. Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-judy-carlson-fee-based-fiduciary-financial-professional-discussing-investments-vs-insurance-for-wealth-accumulation/ Judy explained, “It wasn’t until I had been in the financial services business for 30 years that I discovered this strategy – building wealth with cash accumulation life insurance! Most people […]

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Todd Smith, CFP®, ChFC®, CTM®, CLTCTM President & CEO of Level 5 Financial – Discussing How He Serves CPAs With a Family Office Ecosystem, on Business Podcast

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Todd Smith discusses his mission to impact and improve the financial lives of others by maximizing their potential – both personally and professionally. Questions covered in this interview include: What is a family office? How can it improve an accountant’s business? How does it improve client service? Why is the referral model outdated? Listen to […]

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