David DeCelle, President of Model FA, Interviewed on Influential Entrepreneurs Podcast About Helping Advisors Create a Memorable Client Experience

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 […]

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Goran Milic with Tesla Wealth Management Interviewed on Influential Entrepreneurs Podcast About Social Security Claiming Options

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 […]

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Bryan Daly Founder of New Life Financial Alliance and Fee-Based Fiduciary Financial Planner Interviewed on Influential Entrepreneurs Podcast.

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 […]

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Jeremy Keil CFP® Retirement-Focused Financial Planner w/Keil Financial Partners Predicts November 2021 to April 2022 May Be the Best Time Ever in History to Buy I Bonds

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 […]

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Interview with Tom Stefaniak Certified Financial Planner (CFP®) President of Pinnacle Wealth Management Discussing the Topic of Managing Life’s Transitions

Tom Stefaniak discusses important retirement questions, including: 1) What are some of the most significant transitions people go through in your practice? 2) What role do finances play in life transitions? 3) How do expected vs. unexpected life transitions need to be addressed? The top Life Transitions discussed are: Loss of job Divorce Major Medical […]

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John J. Duddy, President of Strategic Tax and Insurance Services, Inc., Interviewed on the Influential Entrepreneurs Podcast

John Duddy Discusses His Approach to Helping His Clients with Preparing for Retirement. He believes that life is more than a paycheck, and his mission is to ease worries and help his clients create a sound financial strategy that provides not only a steady paycheck for life but a “playcheck” as well.​  He believes that to […]

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Interview with Tom Stefaniak Certified Financial Planner (CFP®) President of Pinnacle Wealth Management Discussing the Topic, How Much Money is Enough to Retire

Tom Stefaniak discusses important retirement questions including: How much money is enough to retire? What are the most significant risks when creating a retirement plan? What are some of the biggest mistakes people make when creating a retirement plan? Listen to the interview on the Business Innovators Radio Network     https://businessinnovatorsradio.com/interview-with-tom-stefaniak-certified-financial-planner-cfp-president-of-pinnacle-wealth-management-discussing-are-you-ready-to-retire/ When it comes to Investing […]

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