Category: Finance

In this interview, Shaun Discusses His Approach to Helping His Clients with Financial Planning and Retirement Using Life Insurance. Because deferring taxes is not better than paying taxes now, he feels that placing money into a specialized account in a permanent life insurance policy provides spectacular benefits. This provides liquidity so one can access their funds while also providing tax-free growth. This guarantees no loss of principal and a dramatic upside in cash value growth inside the policy. Questions covered in the interview include:  Can retirement savings be passed to…

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Retire Like a Shark, which will launch on November 16, 2022, offers insights from 36 of North America’s leading business, financial, and investment authorities on the best retirement strategies in these uncertain times.

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Berj Arakelian discusses loan options for real estate investors. Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-berj-arakelian-area-sales-manager-with-cmg-home-loans-discussing-unique-loan-options-for-investors/   A few different types of mortgage loan options are available to real estate investors. The most common type of loan is the conventional mortgage loan, typically used to purchase primary residences. However, investment property loans are also available for those looking to buy rental properties or other investment properties. Berj shared: “The biggest difference between investment property loans and primary conventional mortgages is the down payment requirements. Conventional mortgages for…

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Andrew Carrillo discusses the importance of working with a financial planner who is a fiduciary. Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-andrew-carrillo-president-and-founder-of-barnett-capital-advisors-discussing-asset-allocation-in-retirement-portfolios/ Asset allocation is one of the most important decisions that investors make; it is also one of the most difficult. Asset allocation involves dividing an investment portfolio among asset classes, such as stocks, bonds, and cash. The percentage of each asset class in the portfolio depends on the investor’s goals, risk tolerance, and time horizon. The goal of asset allocation is to diversify investments and…

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James Hardin discusses why working with a mortgage broker is more beneficial than a traditional bank lender. Listen to the interview on the Business Innovators Radio Network:  https://businessinnovatorsradio.com/interview-with-james-scott-hardin-president-of-able-financial/  James says: “If you’re looking for a mortgage, working with a broker is a great way to ensure you get the best deal possible. They will work with you to find a loan that meets your needs, and provide expert guidance and support every step of the way. Contact us today to learn more about how we can help you secure the…

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Matthew Ablakan discusses how Millennials can invest in real estate to increase wealth. Listen to the interview on the Business Innovators Radio Network:  https://businessinnovatorsradio.com/interview-with-matthew-ablakan-founder-owner-of-the-millennials-choice-group/ Matthew shared: “Many millennials are looking for ways to invest their money and grow their wealth. Real estate can be a great way to do this, but it’s important to understand the ins and outs of investing in a property before taking the plunge.” A few key things to remember when considering real estate as an investment are cash flow, location, and diversification. By keeping these…

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Matthew Gallagher discusses how he helps his clients have hope and clarity in their retirement planning and creating portfolio safety. Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-matthew-gallagher-founder-of-prosperity-wealth-management/ Planning for retirement can be a complicated, intricate process. With so many important decisions to make and so many options, clients must have a resource they can count on to guide them step by step along the way. ​Whether someone is in the initial planning stages or is already retired, Matthew Gallagher can help with strategies designed to make…

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Enrico Brex discusses his approach to helping his clients create a savings plan that makes sense for a successful future.  Questions covered in this interview include: Is cash value in permanent life insurance taxable How to use permanent life insurance to pay for my child’s college tuition Is there any way to be more tax-efficient with my savings Enrico brings a fresh perspective on the lifetime tax implications of the financial decisions you are making today. Brex explained, “Taxes are one of the biggest risks to the safety of our…

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