Category: Finance

Jamie Bosse discusses her approach to helping her clients create a successful financial future. Jamie is a Financial Planner, author, and mother of four.  She helps her clients maneuver through life’s transitions and overcome and anticipate any potential roadblocks along the way.  Jamie finds it extremely rewarding to see people organize their financial lives, maximize […]

Tom Stefaniak discusses important retirement questions, including: 1) What is the most important service that you provide to your clients? 2) What is a Wealth Plan? 3) How often do you update the plan? The focus of this interview brought up compelling stories that Tom presented that made powerful teaching lessons that many people would […]

Don Purcell discusses his approach to helping his clients apply Biblical wisdom to issues faced by business owners to achieve predictable success–consistent results and growth.   Listen to the interview on the Business Innovators Radio Network   https://businessinnovatorsradio.com/interview-with-don-purcell-cpa-certified-kingdom-advisor-and-and-founder-of-clarity-business-coaching/  Purcell explained that ” As a small business coach, my vision is to guide clients toward good stewardship […]

David DeCelle discusses his approach to helping his clients achieve success in growing their practice. During the interview, David discusses the extraordinary value proposition he provides clients which results in them learning how to build a client base of raving fans that willingly and proactively give referrals. DeCelle commented, “We help entrepreneurial advisors overcome growth […]

Goran Milic, Discusses His Approach to Helping His Clients with Financial and Retirement Literacy During the interview, Goran discusses how Social Security is necessary for a comprehensive retirement income strategy. There are important considerations before choosing to claim early, and working with a financial professional is crucial in coordinating these types of benefits. Tune in […]

Bryan Daly discusses his approach to helping his 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-bryan-daly-founder-of-new-life-financial-alliance-and-fee-based-fiduciary-financial-planner/ Daly explained that ” At New Life Financial Alliance (NLFA),  your dreams matter. We understand the challenges that make it harder to achieve your […]

November 1, 2021 Jeremy Keil predicts that the next 6 months may be the best time ever in history to buy I Savings Bonds with the breaking news that the November 2021 I bond inflation rate will be 7.12%, which is 3.56% earned over 6 months. Compare that rate to the current US 12-month Treasury […]