Liz Waldmann, Broker Associate with Keller Williams Realty DTC, Interviewed on the Colorado Real Estate Leaders Podcast

Liz Waldmann discusses what Millennials should know before buying their first home.  Listen to the interview on the Business Innovators Radio Network:  https://businessinnovatorsradio.com/interview-with-liz-waldmann-broker-associate-with-keller-williams-realty-dtc/ Millennials should research potential markets to make sure they are making the best decision for their financial future. They should ask themselves some critical questions about the affordability of a home in each market, such as: How much can they comfortably afford? What kind of taxes will they owe on their purchase? How stable is the housing market in this area? When it comes to financing, Millennials…

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Jay Winestein, Founder of DeepDive Retirement, Interviewed on the Influential Entrepreneurs Podcast Discussing Taxes in Retirement

Jay Winestein discusses how to mitigate and lower taxes as much as possible to prepare for retirement.  Listen to the interview on the Business Innovators Radio Network:  https://businessinnovatorsradio.com/interview-with-jay-winestein-founder-of-deepdive-retirement-discussing-taxes-in-retirement/ The level of a retiree’s post-tax liabilities can have a large effect on the quality of retirement. Utilizing pre-tax 401ks, 403b, Deferred comp plans, IRAs, etc. while working are good for tax deductibility and for those looking to lower their current taxable income and taxes. Moving forward, however, the resultant future tax liabilities at retirement can be relatively quite large. Distributions from…

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Jay Winestein, Founder of DeepDive Retirement, Interviewed on the Influential Entrepreneurs Podcast Discussing Advanced Life Expectancy Credits

Jay Winestein discusses how a sequence of returns can affect a retiree.  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-jay-winestein-founder-of-deepdive-retirement-discussing-life-expectancy-credits-part-2/ The sequence of returns issue, the order of the returns in a portfolio, can become problematic for a retiree when they call it quits and retires and then needs to draw a regular income from the investment account. In particular, problems can occur when there are losses or lower returns than the withdrawal rate plus fees. For example, when a portfolio loses 10% and the withdrawal is…

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Nick Bliss, Partner & Financial Advisor with Clear Strategy, Interviewed on Podcast About a Holistic Approach to Retirement Planning

Nick Bliss discusses how Clear Strategy aims to provide confidence around financial planning by utilizing its experienced advisors to create a customized plan tailored to better support their clients’ financial, family, and life goals. Retirement planning is integral to financial planning and needs to be considered from a holistic perspective. Retirement planning encompasses more than simply ensuring that one has enough money saved for retirement, but also a plan for using those funds most effectively throughout retirement years. Retirement planning must consider the changing needs of individuals over time as…

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New Anthology Book “Betrayal By The Billions” Challenges The Standards of Teaching Available To The Beauty Industry & Hints At Changing Ethics

Michelle Valeri is sharing the message that the beauty industry needs to prepare for change in “Betrayal By The Billions: Stories and Insight From Industry Leaders Who Are Changing The Face Of Beauty”, her bold new book about the beauty industry.

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Jay Winestein, Founder of DeepDive Retirement, Interviewed on the Influential Entrepreneurs Podcast Discussing Life Expectancy Credits

Jay Winestein discusses how Life Expectancy (LE) Credits can help sustain retirement income.  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-jay-winestein-founder-of-deepdive-retirement-discussing-life-expectancy-credits/ Large-scale pensions rely on the idea of how long individuals live in large groups. Life Expectancy (LE) credits are a crucial part of this large group actuarial concept that can add significant value to an individual’s retirement income. To simplify a sophisticated idea, in a large group of 100,000 individuals, some will live to total life expectancy or beyond, and some will fall short. The LE…

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