There is a limited window of opportunity for people close to retirement or recently retired to minimize taxes for themselves and their heirs.
Continue Reading
Anton Anderson discusses why financial advisors and CPAs should form “Proactive Planning Teams” Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-anton-anderson-ceo-of-elite-resource-team/ Financial advisors and CPAs share a common goal: to help their clients build financial security. They can offer a comprehensive approach to achieving this goal by forming a Proactive Planning Team […]
Continue Reading
Stephen Ross discusses the benefits of working with an Independent Home & Auto Insurance Agent. 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-working-with-an-independent-agent/ Independent home and auto insurance agents are an excellent resource for finding the best coverage at the best price for specific particular needs. Working with an independent agent is […]
Continue ReadingOscar Toledo discusses the top considerations for a pre-retiree when deciding on social security claiming options. Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-oscar-toledo-president-of-toledo-insurance-discussing-social-security-claiming-options/ When deciding on Social Security claiming options, pre-retirees need to consider the impact of their decision on their retirement income. This includes evaluating when to start receiving benefits […]
Continue Reading
Daniel Collison discusses why the duality of client acquisition is vital for financial advisors to understand. Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-daniel-collison-managing-partner-at-advice2advisors/ The Duality of Marketing and Prospecting for Financial Advisors is crucial to growing a financial advisory business. Marketing involves promoting an advisor’s Unique Value Proposition (UVP) and identifying […]
Continue Reading
Alprentice Watson recently provided valuable insights on real estate investing in the current buyers’ market and explained the benefits of private money lending over traditional bank lending, making this a great time to be a real estate investor.
Continue Reading
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 […]
Continue Reading
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 […]
Continue Reading
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 […]
Continue Reading
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 […]
Continue Reading