Jonathan Leonard, Founder of Leonard Financial Solutions Featured on TV Interview Discussing His Innovative Retirement Income Planning Tool

Leonard Financial Solutions is proud to announce recent appearances in several network interviews with founder Jonathan Leonard.  A full TV interview can be seen at:  https://www.fox47news.com/entertainment/shows/the-morning-blend/interview-with-jonathon-leonard-with-leonard-financial-solutions-02-16-24   Jonathan Leonard shared his perspective on his Innovative Retirement Income Planning Tool in the interviews. Retirement planning can be complex and daunting, but with the right tools and strategies, individuals can take control of their financial future and achieve their retirement income goals. Leonard Financial Solutions is proud to introduce a revolutionary retirement income planning tool, The Two-Bucket Strategy, designed to empower individuals…

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Enrolled Agent and Certified Tax Professional Sugey Piedra Joins The Conference Room Podcast to Share Strategies for Investing in Real Estate

Sugey Piedra, tax professional and co-founder of Prominence Business & Wealth Management, recently shared insights on achieving long-term wealth through real estate investing on an episode of The Conference Room podcast. The episode delved into Sugey’s expert strategies for leveraging real estate as a powerful tool for wealth building. In the podcast, Sugey breaks down the complexities of real estate investment and tax planning, offering listeners six pivotal tips for anyone looking to start or enhance their journey into real estate investing. The full conversation can be accessed here.  …

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Enrolled Agent & Tax Professional Sugey Piedra Talks Tips for Stopping Tax-Season Dread on the Doctor ME FIRST Podcast

Sugey Piedra, an enrolled agent, certified tax preparer, and co-founder of Prominence Business & Wealth Management, recently appeared on the Doctor ME FIRST podcast. In the interview, Sugey shared her insights and expertise on what listeners can do to avoid tax season dread. During the conversation, Sugey shared strategies for: Working on your taxes all year long to avoid sticker shock on your April tax bill How to form a strategic tax plan with a tax pro Building a winning finance team for your life and business Leveraging tax advantages…

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Dawn Morin, Branch Manager with Equity First Financial, Interviewed on the Elite Real Estate Leaders Podcast

Dawn Morin discusses the most common challenges businesses face when seeking commercial loans, and how they can prepare to overcome these obstacles.   Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-dawn-morin-branch-manager-with-equity-first-financial/  In today’s rapidly evolving business environment, securing commercial loans remains a pivotal challenge for many enterprises. A multitude of factors contribute to the hurdles businesses face, ranging from stringent lending criteria to the complexities of financial documentation. Recognizing these challenges and preparing strategically can significantly enhance a business’s chances of securing the necessary funding. Common Challenges…

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Dan Saccal, President of Vision Wealth Management, Interviewed on the Influential Entrepreneurs Podcast Discussing Peace of Mind in Retirement

Dan Saccal discusses securing peace of mind in retirement.  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-dan-saccal-president-of-vision-wealth-management-discussing-peace-of-mind-in-retirement/ Peace of mind in retirement is a crucial aspect that many individuals strive to achieve as they transition from their working years to a more relaxed phase of life. Dan Saccal, the president of Vision Wealth Management, emphasizes the importance of having a financial plan that includes safe income and growth to help individuals attain that peace of mind during retirement. Dan highlights that the transition to retirement can be…

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Paul Stawinski CFF, CLU Founder of CLU Wealth Advisors, Interviewed on the Influential Entrepreneurs Podcast Discussing Business Continuation Considerations

Paul Stawinski discusses Navigating Business Continuity: Insights from a Financial Advisor.  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-paul-stawinski-cff-clu-founder-of-clu-wealth-advisors-discussing-business-continuation-considerations/   Proper planning and funding are essential for business continuation and succession planning. In a podcast episode featuring Paul Stawinski, the founder of CLU Wealth Advisors, the critical importance of having a well-thought-out strategy for the continuation of a business in the face of unforeseen circumstances such as death, disability, or retirement of key personnel is emphasized. Stawinski highlights the significance of having a buy-sell agreement in place, which…

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Dan Saccal, President of Vision Wealth Management, Interviewed on the Influential Entrepreneurs Podcast Discussing Major Issues Facing People in or Near Retirement

Dan Saccal discusses insights on how to secure a financial future.  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-dan-saccal-president-of-vision-wealth-management-discussing-major-issues-facing-people-in-or-near-retirement/   Planning for retirement is a critical aspect of financial management, involving key questions to ensure a secure and comfortable retirement. In a podcast episode featuring Dan Saccal, President of Vision Wealth Management, these key questions were discussed: How old are they? Understanding one’s age is crucial in retirement planning to determine the retirement timeline and the duration of retirement savings and income sources will need to last. What…

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