Category: News Room

James Lavorgna discusses the sequence of returns and aggressive retirement planning.  Sequence of Returns risk refers to the impact that the order of investment returns can have on people’s retirement savings, especially when people start withdrawing funds. Poor returns early in retirement can significantly reduce people’s savings because they withdraw money while investments are losing […]

Paul Castner discusses Medicare Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-paul-castner-president-of-c-k-healthcare-advisors-discussing-medicare/ Paul Castner, President of C & K Healthcare Advisors, about the complexities of Medicare. Paul shares his background and personal motivation for becoming a Medicare expert, driven by his grandmother’s struggles with healthcare costs.  Paul Castner, a Medicare expert with […]

Corey Baker discusses the importance of the sequence of returns risk Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-corey-baker-discussing-sequence-of-returns-risk/ Retirement specialist, Corey Baker discusses the concept of sequence of returns risk. Corey breaks down the importance of understanding sequence of returns, relating it to the power of annuities in retirement planning. He […]

James Durden discusses the importance of social security  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-james-edward-durden-jr-owner-of-edward-financial-group-discussing-social-security/  James Edward Durden, Jr. from Edward Financial Group, discusses Social Security. He addresses the burning question of whether Social Security will be available when needed. He references past reports indicating the financial status of Social Security […]

The world of sales and marketing
is about to get a new, insightful voice with the launch of the “Sales
Mavericks & Marketing Rebels Podcast,” co-hosted by Nicholas Loise and
Marco Salinas.

Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-chase-insogna-ceo-and-founder-of-insogna-cpa/   Chase Insogna’s firm, Insogna CPA, is distinguished by its unique focus on providing proactive advisory and tax planning services to business owners. The firm’s core mission is to bridge the gap between a traditional bookkeeper and a separate tax person, offering a comprehensive approach […]