Category: Finance

Jay Winestein discusses how to mitigate and lower taxes as much as possible to prepare for retirement.  Listen to the interview on the Business Innovators Radio Network:  https://businessinnovatorsradio.com/interview-with-jay-winestein-founder-of-deepdive-retirement-discussing-taxes-in-retirement/ The level of a retiree’s post-tax liabilities can have a large effect on the quality of retirement. Utilizing pre-tax 401ks, 403b, Deferred comp plans, IRAs, etc. while […]

Jay Winestein discusses how a sequence of returns can affect a retiree.  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-jay-winestein-founder-of-deepdive-retirement-discussing-life-expectancy-credits-part-2/ The sequence of returns issue, the order of the returns in a portfolio, can become problematic for a retiree when they call it quits and retires and then needs to draw 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. Retirement planning is integral to financial planning and needs to be considered from a holistic perspective. Retirement planning encompasses more than […]

Jay Winestein discusses how Life Expectancy (LE) Credits can help sustain retirement income.  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-jay-winestein-founder-of-deepdive-retirement-discussing-life-expectancy-credits/ Large-scale pensions rely on the idea of how long individuals live in large groups. Life Expectancy (LE) credits are a crucial part of this large group actuarial concept that can add […]

Stephen Ross discusses how he serves his clients by making the best decisions on health Insurance.  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-stephen-ross-ceo-of-ross-insurance-brokers-dave-ramsey-trusted-provider-discussing-health-insurance/ When making decisions about health insurance, people must consider their needs and preferences. They should consider the type of coverage they need (e.g., preventive care or chronic illness […]

The inflation rate today is widely reported and much discussed. Yet, the most commonly reported number, 12-month inflation, is too broad to determine where inflation is heading next.

Steven Lippman discusses Fixed Indexed Annuities; listen to the interview on the Business Innovators Radio Network:  https://businessinnovatorsradio.com/interview-with-steven-a-lippman-lutcf-mba-founder-of-lippman-insurance-group-discussing-fixed-indexed-annuities/ Steven explained: “Fixed-indexed annuities are popular retirement planning tools that offer several benefits. This type of annuity provides fixed income with the potential to earn interest linked to the rise and fall of stock market indices. By understanding […]