Category: Business

Chris Dixon discussing taxes and estate plans  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-chris-dixon-with-oxford-advisory-group-discussing-taxes-estate-plans/ In this episode of Influential Entrepreneurs, Christopher J. Dixon from the Oxford Advisory Group about the often-daunting topics of taxes and estate planning. He kicked off the conversation by discussing the motivation for writing a book on taxes, which became an Amazon bestseller. Chris emphasized the lack of accessible education on tax-free investing for the average American, which inspired him to share his knowledge.  Chris explained the importance of understanding the financial…

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Jordan Mangaliman discusses the importance of building a retirement plan you can depend on  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-jordan-mangaliman-fiduciary-retirement-advisor-founder-of-goldline-wealth-management-discussing-building-a-retirement-plan-you-can-depend-on/ Jordan Mangaliman to discuss the critical topic of building a dependable retirement plan. Jordan emphasized the importance of crafting a retirement plan that is not just a cookie-cutter solution but one that is tailored to individual needs and goals.  We delved into the six major risks that retirees face:  Longevity: The increasing likelihood of living longer necessitates proper income source planning and inflation protection.  Mortality:…

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Pittsburgh, PA  — C & K Healthcare Advisors proudly announces that its President and CEO, Paul Castner, has been officially inducted into Marquis Who’s Who, the nation’s most respected biographical registry documenting the lives of distinguished professionals and leaders who have shaped their industries and communities.  Founded in 1898 by Albert Nelson Marquis, Marquis Who’s Who has, for over 125 years, chronicled the achievements of individuals who have made significant contributions to society. Inclusion in this prestigious registry is based on professional integrity, leadership, noteworthy accomplishments, and a measurable impact…

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Ethan Heisey, Founder and CEO of Exponential Freedom, was recently featured on NBC’s The Morning Blend, where he revealed how business owners and high-income earners can unlock significant tax savings and maximize wealth through strategic collaboration with the right financial team.    With over 2,000 clients served, Heisey has become a sought-after authority on tax mitigation, wealth building, and business consulting. During the interview, he broke down the foundational concept behind his company’s promise: helping clients legally and ethically save at least 25% on their taxes, while also scaling business revenue…

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Samuel J Dixon discussing RMDs & retirement plans  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-samuel-j-dixon-with-oxford-advisory-group-discussing-rmds-retirement-plans/ In this episode of Influential Entrepreneurs, Samuel J. Dixon from the Oxford Advisory Group talks about the topic of Required Minimum Distributions (RMDs) and their impact on retirement planning.  Samuel began by defining RMDs as mandatory withdrawals from retirement accounts that retirees must take starting in their 70s, which may significantly affect their tax brackets and overall financial strategy. Samuel emphasized that many retirees may be unaware of how RMDs can…

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Pri Cosentino discusses maintaining lifestyle and legacy in retirement  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-pri-cosentino-founder-financial-advisor-at-fern-prosperity-discussing-maintaining-lifestyle-and-legacy-in-retirement/ Pri Cosentino delved into the crucial topic of maintaining lifestyle and legacy in retirement. Pri emphasized the importance of planning not just for the retirement age but for the entire retirement period, which can constitute a significant portion of one’s life.  She discussed how retirees can maintain their lifestyle without compromising financial security. Pri highlighted the need to understand individual preferences and lifestyle choices, such as dining out, traveling, or…

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Mark Turner discusses the highlights of  retirement accumulation vs distribution  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/mark-turner-aif-on-retirement-accumulation-vs-distribution/ Mike Saunders at Influential Entrepreneurs Podcast, interviewed Mark Turner, President of Wealth Management Strategies. They Delved into the critical differences between the accumulation phase and the distribution phase of retirement investing.  Mark began by defining the accumulation phase as the period when individuals are actively saving and investing for retirement, typically through vehicles like 401(k)s, mutual funds, and ETFs. The distribution phase, on the other hand, starts when individuals…

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Pri Cosentino discusses overcoming retirement fears and achieving peace of mind  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-pri-cosentino-founder-financial-advisor-at-fern-prosperity-discussing-overcoming-retirement-fears-and-achieving-peace-of-mind/ Pri Cosentino, the founder and Financial Advisor at Fern Prosperity. She delved into the important topic of addressing common retirement concerns and exploring approaches that may help foster financial confidence. Pri highlighted some of the most common fears people face as they approach retirement, such as running out of money and becoming a burden to their family. She emphasized the importance of having a clear, actionable plan to mitigate…

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Jordan Mangaliman discussing the transition into retirement  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-jordan-mangaliman-fiduciary-retirement-advisor-founder-of-goldline-wealth-management-discussing-the-transition-into-retirement/ Jordan Mangaliman, a fiduciary retirement advisor and the founder of Goldline Wealth Management. The discussion centered around the complexities and challenges of transitioning into retirement, a phase that can be daunting for many.  Jordan shared his personal journey into the financial industry, which was deeply influenced by his family’s experiences, particularly his father’s battle with cancer. This personal story has driven Jordan’s mission to ensure that his clients are well-prepared for any…

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