Category: News

Adolfo & Andres Rodriguez with A/R Financial Group, Interviewed on the Influential Entrepreneurs Podcast Discussing How Social Security Claiming Impacts Retirement

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Adolfo & Andres Rodriguez discuss their approach to helping clients create a savings plan that makes sense for a successful future. Social Security is a necessary part of a comprehensive retirement income strategy; there are important considerations before claiming early. Working with a financial professional is crucial in coordinating three types of benefits. Listen to […]

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Merrit Strunk, President of Momentum Financial and Insurance Services LLC, Interviewed on Podcast Discussing Challenges in Planning a Successful Retirement

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Merrit Strunk discusses topics including: Certain investment vehicles that used to be thought of as having good long-term returns may have changed. Medicare does not cover Long Term Care costs Having One Big Dollar figure for retirement is a misconception – we also recommend having a goal to generate tax-free income The “Set it and […]

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Help Stop Black Youth From Checking Out – Black People Forward (BPF) Fundraiser Looking for Support

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Black People Forward (BPF) kicks off their fundraising campaign for Black youth beginning September, National Suicide Awareness month through October, World Mental Health month. BPF provides Dope Wellness Experiences to help Black Millennials and Gen Zs navigate the choices, challenges and changes they face in today’s world and are seeking donations and partners to launch their program.

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Jamie Patrick, Realtor with Team Patrick of the Fox Group Compass, Interviewed on the Colorado Real Estate Leaders Podcast

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Jamie discusses a uniquely relational approach to helping her clients buy or sell their homes. Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-jamie-patrick-realtor-with-team-patrick-of-the-fox-group-compass/ Jamie doesn’t just love real estate; she loves people. She builds trust and relationships with every client and loves to learn what drives and motivates them. Buying and selling […]

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Christina Lael, Tax Attorney with Freedom Tax Plans, Interviewed on Podcast Discussing How to Pass an IRS Audit Successfully

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Christina Lael discusses how she helps entrepreneurs reduce their taxes while growing their businesses. Listen to the interview on the Business Innovators Radio Network:  https://businessinnovatorsradio.com/interview-with-christina-lael-tax-attorney-with-freedom-tax-plans-discussing-how-to-successfully-pass-an-irs-tax-audit/ Christina explained: “I am a Tax Attorney and a CPA with 10+ years experience. As a business owner, you are likely always looking for ways to optimize your tax situation […]

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