Month: December 2021

Carey (Mac) Hanna Interviewed on Influential Entrepreneurs Podcast About Leaving Money to Loved Ones.

Phil Faris

Mac Hanna, Discusses His Approach to Helping His Clients with Financial and Retirement Literacy as it relates to leaving money to loved ones. During the interview, Mac discusses considerations for people who may have a child with mental/physical disabilities and the various types of trusts that should be looked into. Hanna explained, “I do not give tax, legal or investment advice, but there are critical decisions that should be made related to establishing your estate and financial plans according to your wishes, goals and objectives utilizing estate attorneys, accountants, financial…

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Sexual Abuse Survivor, Anu Verma, Launches Online Community to Help People Move On from Their Trauma

Phil Faris

Anu Verma is a survivor. She survived abuse as a child, years of post-traumatic stress, and, thankfully, her attempts to take her own life. She survived the journey her sexual abuse took her on, and now she dedicates her time to helping others do the same. As she says, “I’ve suffered from an identity crisis, near suicide, severe depression. I know I’m not the only one who has gone through this.” In the new year, she is launching the Victim 2 Victor Facebook group. This will provide a safe space…

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Rick Mosley, President of Black Pearl Insurance Solutions, Interviewed on Influential Entrepreneurs Podcast About Using an Annuity to Grow a Lump Sum Cash Distribution

Phil Faris

Rick Mosley, President of Black Pearl Insurance Solutions, Discusses His Approach to Helping His Clients with Financial Planning and Wealth Management During the interview, Rick discusses how a fixed annuity can help accumulate tax-deferred earnings as part of an overall retirement plan. Annuities offer the opportunity for lifetime payments and tax-deferred earnings and provide a guaranteed death benefit, and that all guarantees are backed by the continued claims-paying ability of the issuing insurance company Tune in for the interview on iTunes, Stitcher, iHeartRadio, and the Business Innovators Radio Network. https://businessinnovatorsradio.com/interview-with-rick-mosley-president-of-black-pearl-insurance-solutions-about-using-an-annuity-for-growing-a-lump-sum-cash-distribution/…

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LearningRx – San Antonio Northwest Shares The 2021 Smart Family’s Toy Box With 10 Classic Games, Books, And Toys To Boost Brain Skills Without Breaking The Budget

Phil Faris

It’s tempting to go over budget at Christmas, especially when it comes to kids. After all, they already have more “stuff” than their parents did at their age, and the pressure to buy them the latest and greatest technology can feel overwhelming.

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Brandon Galici, CFP®, Founder of Galici Financial, Interviewed on Influential Entrepreneurs Podcast.

Phil Faris

Brandon Galici, CFP® discusses his financial planning approach to help his clients live a fulfilled life with his Maximize Life Today, Plan for Tomorrow roadmap. For entrepreneurs, real estate professionals, and pre retirees, Galici Financial partners together with clients to grow wealth by helping guide them through the nuances of tax and investment planning to maximize income and minimize taxes. Galici explained that “I created Galici Financial to do financial planning differently. The financial services industry primarily focuses on product sales and investment returns instead of what truly matters most:…

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