Category: Business

Luke Harrison discusses building your retirement strategy Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-luke-harrison-with-olin-associates-discussing-retirement-planning/ Retirement planning is a crucial aspect of financial health that often gets overlooked, especially by younger individuals who may feel that retirement is a distant concern. However, Luke Harrison, a retirement planning expert expressed that the importance of starting retirement planning as early as possible cannot be overstated. Luke explores the reasons why early retirement planning is beneficial, the strategies to implement, and the mindset needed for effective financial preparation. One of…

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Paul Castner discusses niche markets Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-paul-castner-president-of-c-k-healthcare-advisors-discussing-niche-markets/ Paul Castner, president of C & K Healthcare Advisors, to delve into the often-overlooked niche markets within healthcare, particularly focusing on Medicare plans. Paul reveals valuable insights about the Silver Sneakers Tuition Rewards Program, a benefit that many Medicare recipients may not be aware of. He discusses how this program has been around for several years but remains under the radar due to a lack of education among agents and clients alike. The Silver…

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Rexford Cattanach discusses the value of tax planning for high-net-worth clients Listen to the interview on the Business Innovators Radio Network: Interview with Rexford Cattanach, President of Keats Group Discussing Tax Planning for High Net Worth Clients – Business Innovators Radio Network Rexford Cattanach, president of Keats Group, discusses the importance of approaching wealth management with an asset protection mindset ─ with taxes being the largest creditor and risk for high-net-worth clients. The conversation delves into the benefits of specific tax and estate planning strategies during both the accumulation and…

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Brian Wilbur discusses how to use a reverse mortgage in retirement planning?   Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-brian-wilbur-co-founder-of-bingo-reverse-mortgage/ In an effort to address the growing financial challenges faced by retirees, experts are increasingly highlighting the potential benefits of incorporating a reverse mortgage into comprehensive retirement planning. With rising living costs and longer life expectancies, reverse mortgages offer a strategic avenue for retirees to enhance their financial security while remaining in their homes.  A reverse mortgage allows homeowners aged 62 and older to convert part of…

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David Smart Discusses The Powerful Topic of tax-free Retirement Solutions Listen to the interview on the Business Innovators Radio Network: Interview with David Smart, CEO of Smart Benefit Group Discussing Tax-Free Retirement Solutions – Business Innovators Radio Network David highlights individuals’ frustrations with paycheck deductions and the desire for a tax-free retirement. He emphasizes the importance of understanding that while eliminating all taxes may not be possible, there are strategies to lessen and mitigate them. David outlines his approach to working with clients, starting with a thorough needs analysis to…

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Bill McDowell discusses 401K Rollovers Listen to the interview on the Business Innovators Radio Network: Interview with Bill McDowell President of The McDowell Agency Discussing 401K Rollovers – Business Innovators Radio Network Bill McDowell, president of the McDowell Agency, joins host Mike Saunders to discuss the importance of 401k rollovers. They highlight how modern work trends lead to individuals accumulating multiple 401k accounts over their careers. Bill emphasizes the need to consolidate these accounts for better management and financial planning, catering to individuals of all ages who may have multiple…

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Chris Patterson discusses the role of annuities in retirement income strategies Listen to the interview on the Business Innovators Radio Network: Interview With Chris Patterson, Retirement Income Strategist Discussing Annuities & Income Planning – Business Innovators Radio Network Annuities play a crucial role in income planning for retirees by offering several key benefits. Firstly, they provide guaranteed lifetime income, ensuring a steady stream of income throughout retirement regardless of market conditions. This feature helps retirees plan and budget effectively, providing financial stability and peace of mind. Secondly, annuities act as…

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Rexford Cattanach discusses the importance of business succession planning Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-rexford-cattanach-president-of-keats-group-discussing-business-succession-planning/ Rexford Cattanach, President of Keats Group, on the topic of business succession planning. Rexford shares his journey from Deloitte Consulting to specializing in acquisitions and compensation planning. He emphasizes the importance of implementing successful plans and how his background in management consulting has helped him in the financial services industry. Succession planning is a critical aspect of business ownership often overlooked or pushed aside by many business owners. In a…

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