Lana Cook Detro is co-author of Default Industry Leaders’ first edutainment book about foreclosures and the Real Estate Owned (REO) industry.
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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 their podcast interview on the Business Innovators Radio Network https://businessinnovatorsradio.com/interview-with-adolfo-andres-rodriguez-with-a-r-financial-group-discussing-how-social-security-claiming-impacts-retirement/ Rodriguez says, “By combining the proper social security claiming strategy, the judicial use of annuities within qualified plans, a partial Roth conversion tactic, a properly…
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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 forget it” asset allocation in a retirement portfolio is potentially a mistake. Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-merrit-strunk-founder-of-momentum-financial-insurance-services-discussing-challenges-in-planning-a-successful-retirement/ According to a U.S. Department of Health and Human Services study, 70%…
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