Category: News Room

Jennifer Surmacz discusses the benefits of next-gen estate planning software Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-jennifer-surmacz-founder-of-posterity-legal-discussing-nextgen-estate-planning-software/  Next-gen estate planning software, revolutionizes the way estate plans are created and managed compared to traditional paper-based methods. Here are some key points to expand on this topic: Efficiency: Traditional law firms often draft […]

Robyn Riedlinger is bringing her signature program, “Your Signature Talk”, to Las Vegas on September 26, 2024, as part of The Power of Voice 2024 Live Event, where thought leaders and entrepreneurs will gather to elevate their public speaking and business impact.

Chris Patterson discusses tips and strategies for tax planning Listen to the interview on the Business Innovators Radio Network: Interview With Chris Patterson, Retirement Income Strategist Discussing Tax Risk – Business Innovators Radio Network Strategic tax planning is a crucial aspect of retirement planning that can help individuals mitigate taxes and secure their financial future. […]

Bill Mcdowell discusses Roth conversion Listen to the interview on the Business Innovators Radio Network: Interview with Bill McDowell, President of The McDowell Agency Discussing Roth Conversions – Business Innovators Radio Network Mike Saunders and Bill McDowell discuss Roth conversions. Bill explains that Roth conversions are not a way to avoid taxes but rather a […]

Jennifer Surmacz discusses securing legacy: the importance of generational wealth Listen to the interview on the Business Innovators Radio Network: Interview with Jennifer Surmacz Founder of Posterity Legal Discussing Relationship Generational Wealth – Business Innovators Radio Network Generational wealth extends beyond mere wealth accumulation in one’s lifetime. As discussed in the podcast episode, it involves […]

Retirement is a dream that many people have spent years preparing for, a time when they finally get to enjoy the fruits of their labor. The idea of leisurely days, free from the daily grind, is enticing. Yet, while retirement brings freedom and relaxation, it also introduces new challenges—some of which, if left unaddressed, could […]

Maurice Bailey discusses how taxes impact retirement  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-maurice-bailey-president-of-wealthy-way-financial-discussing-how-taxes-impact-retirement/ Maurice Bailey, the president of Wealthy Way Financial. He delved into the critical topic of how taxes impact retirement, a subject that often gets overlooked but is essential for effective retirement planning.  Maurice began by highlighting the […]