Category: News

Dan Brooks, with Xexis Private Wealth, Interviewed Influential Entrepreneurs Podcast Discussing Things Advisors Don’t Explain That Could Negatively Impact Retirement

News Room

Dan Brooks discusses navigating the hidden risks in retirement planning.  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-dan-brooks-founder-of-xexis-private-wealth-discussing-things-your-current-advisors-havent-explained-that-could-negatively-impact-your-retirement/  Financial advisors may unintentionally neglect to fully explain certain aspects of retirement planning, not necessarily out of malice but due to a lack of expertise or restrictions from their firms. In a podcast episode, […]

Continue Reading

Bob Chitrathorn, CFO And Vice President With Simplified Wealth Management, Discusses Strategies To Employ To Help Clients Define Financial Priorities And Objectives

News Room

To empower individuals with the tools they need to preserve their financial future, Bob Chitrathorn, a valued professional in personalized financial planning services, today announced a competitive approach designed to assist clients in defining their financial priorities and objectives with greater clarity and precision. With years of experience in navigating the complexities of the financial […]

Continue Reading

Dan Brooks, Founder of Xexis Private Wealth, Interviewed on the Influential Entrepreneurs Podcast Discussing The Tax Implications of Large Retirement Accounts

News Room

Dan Brooks discusses unveiling the tax firestorm of large retirement accounts.  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-dan-brooks-founder-of-xexis-private-wealth-discussing-the-tax-implications-of-large-retirement-accounts/  Tax planning for large retirement accounts is crucial, especially as assets grow to significant amounts, typically ranging from half a million to two million dollars. In a recent podcast episode, Dan Brooks emphasized […]

Continue Reading

Brad Hancock, Associate Broker with You 1st Realty, Interviewed on the Elite Real Estate Leaders Podcast

News Room

Brad Hancock discusses the top qualities of a Realtor that a buyer or seller needs to consider when hiring an agent.  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-brad-hancock-associate-broker-with-you-1st-realty/  In an evolving real estate market where buyer and seller needs are becoming increasingly complex, selecting the right Realtor is paramount to ensuring […]

Continue Reading

Dan Brooks, Founder of Xexis Private Wealth, Interviewed on the Influential Entrepreneurs Podcast Discussing Understanding Critical Concerns of Retirement Planning

News Room

Dan Brooks discusses critical concerns of retirement planning.  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-dan-brooks-founder-of-xexis-private-wealth-discussing-understanding-critical-concerns-of-retirement-planning/ Retirement planning is a crucial aspect of financial management that can be overwhelming for many individuals. In a podcast episode featuring Dan Brooks, founder of Xexis Private Wealth, the complexity of retirement planning was discussed. Dan […]

Continue Reading