Category: News

Bill Mcdowell, President of The McDowell Agency, Interviewed on The Influential Entrepreneurs Podcast, Discussing Roth Conversions

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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 […]

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Jennifer Surmacz Founder of Posterity Legal, Interviewed on the Influential Entrepreneurs Podcast Discussing Relationship Generational Wealth

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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 […]

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Maurice Bailey, President of Wealthy Way Financial, Interviewed on the influential Entrepreneur Podcast, Discussing How Taxes Impact Retirement

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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 […]

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Anti-apartheid activist holds book launch in South Africa for personal memoir

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An anti-apartheid activist has published a deeply personal memoir of her journey of growth and self-discovery. Alison Weihe’s debut book – Belonging: Finding Tribes of Meaning – tells the inspiring story of her life and how she made the journey from a child who felt invisible during her upbringing in apartheid-era South Africa to being a political […]

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Chris Patterson Retirement Income Strategist, Interviewed on the Influential Entrepreneurs Podcast Discussing Sequence of Returns Risk

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Chris Patterson discusses navigating the sequence of returns risk in retirement  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-chris-patterson-retirement-income-strategist-discussing-sequence-of-returns-risk/ Understanding the Impact of Sequence of Returns Risk on Retirement Income   Chris Patterson, a retirement income strategist, the discussion shed light on the significant impact of sequence of returns risk on retirement income. […]

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Paul Castner, President of C & K Healthcare Advisors, Interviewed on The Influential Entrepreneurs Podcast Discussing Life Insurance

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Paul Castner discusses the importance of life insurance   Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-paul-castner-president-of-c-k-healthcare-advisors-discussing-life-insurance/  Paul Castner, president of C & K Healthcare Advisors, discusses life insurance’s importance. Paul shares insights on educating clients about life insurance, emphasizing the significance of protection for family and leaving a legacy. Whether for financial […]

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Jennifer Surmacz Founder of Posterity Legal, Interviewed on the Influential Entrepreneurs Podcast Discussing The Horrors of Probate

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Jennifer Surmacz discusses Probate Horrors to Private Estate Planning  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-jennifer-surmacz-founder-of-posterity-legal-discussing-the-horrors-of-probate/ One of the key takeaways from Jennifer Surmacz is the discussion on how probate can be a lengthy and costly process. Jennifer highlighted that probate cases can often drag on for years, especially when complexities […]

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David Smart, CEO Of Smart Benefit Group, Discusses Transitioning From An Accumulation To A Distribution Mindset.

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Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-david-smart-ceo-of-smart-benefit-group-discussing-transitioning-from-accumulation-to-distribution-mindset/ David shares his journey in the financial services space, including loan originations, selling life insurance and mutual funds, and working in the Medicare sector.  Transitioning from an accumulation mindset to a distribution mindset is a critical aspect of retirement planning, as David explained; here […]

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