Category: Finance

Brent Hines discusses Financial Wellness and how Financial Professionals can harness this movement to better serve their clients.  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-brent-hines-co-founder-and-chief-development-officer-of-the-foundation-for-financial-wellness/ Financial wellness is rooted in a methodology that focuses on a person’s total well-being. It brings together disciplines found in wellness, coaching, psychology, and most importantly, […]

Renée Kennedy discusses how to prepare for taxes in retirement.  Listen to the interview on the Business Innovators Radio Network:  https://businessinnovatorsradio.com/interview-with-renee-kennedy-president-of-aaa-life-solutions-discussing-how-taxes-impact-retirement/ Taxes are an unavoidable part of life, but luckily, many options are available to help prepare for taxes in retirement. To ensure that people have the best possible plan in place for tax season, […]

Guy McCord discusses the top myths of life insurance.  Listen to the interview on the Business Innovators Radio Network:  https://businessinnovatorsradio.com/interview-with-ft-worth-financial-professional-guy-mccord-mba-discussing-the-myths-of-life-insurance/ Life insurance is a crucial financial tool that can support people’s loved ones in case of their untimely demise. However, many myths surrounding life insurance can prevent people from taking the necessary steps to protect […]

Renée Kennedy discusses how Long-Term Care expense impacts retirement.  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-renee-kennedy-president-of-aaa-life-solutions-discussing-weathering-the-financial-storms-of-life/ Renée explained: “Long-term care expenses can greatly impact retirement planning. It is important to consider the potential costs associated with long-term care when making financial decisions during your working years. These expenses can include professional […]

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David Royer discusses common IRA Tax Traps that can be avoided with the help of a trained professional to prevent costly and irreversible mistakes.  Listen to the interview on the Business Innovators Radio Network:  https://businessinnovatorsradio.com/interview-with-david-royer-financial-advisor-and-educator/ Avoiding certain common IRA tax traps is essential to ensure retirement savings are preserved. Here are just some of the […]

David Royer discusses common IRA Tax Traps that can be avoided with the help of a trained professional to prevent costly and irreversible mistakes.  Listen to the interview on the Business Innovators Radio Network:  https://businessinnovatorsradio.com/interview-with-david-royer-financial-advisor-and-educator/ Avoiding certain common IRA tax traps is essential to ensure retirement savings are preserved. Here are just some of the […]