Category: News

Dan Brooks Founder of Xexis Private Wealth, Interviewed on the Influential Entrepreneurs Podcast Discussing Social Security Claiming Options

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Dan Brooks discusses social security claiming options made easy for entrepreneurs.  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-dan-brooks-founder-of-xexis-private-wealth-discussing-social-security-claiming-options/  Social Security Claiming Options can be a complex and confusing topic for individuals. Dan Brooks highlights the vast number of options available, mentioning that there are over 500 different claiming strategies for couples. […]

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Kerry Morris, CFP® Founder of HonorShield, Interviewed on the Influential Entrepreneurs Podcast Discussing Fiduciary Standards

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Kerry Morris discusses the importance of fiduciary standards in financial advisory. Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-kerry-morris-cfp-founder-of-honorshield-discussing-fiduciary-standards/ The episode delves into the concept of fiduciary standards and its implications for financial advisors. Fiduciary standards require advisors to prioritize their client’s best interests above their own in all aspects. This includes […]

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Bob Chitrathorn, Co-Founder of Simplified Wealth Management, Interviewed on the Influential Entrepreneurs Podcast Discussing Social Security Claiming Options

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Bob Chitrathorn discusses tips on claiming social security. Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-bob-chitrathorn-co-founder-of-simplified-wealth-management-discussing-social-security-claiming-options/ Social Security is an important retirement benefit that many people rely on as a major source of income during their golden years. However, with so many different options and rules surrounding Social Security, it can be […]

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Dan Brooks, Founder of Xexis Private Wealth, Interviewed on the Influential Entrepreneurs Podcast Discussing The E.A.S.E. Planning Process.

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Dan Brooks discusses the E.A.S.E planning process: simplifying the complexities of finance.  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-dan-brooks-founder-of-xexis-private-wealth-discussing-the-e-a-s-e-planning-process/ In this episode, Dan Brooks shares a personal experience that motivated him to enter the financial services industry. He witnessed his father’s financial difficulties due to poor advice from a stockbroker, which […]

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