Tim Dern, Retirement Income Certified Professional w/Mana Financial Group Interviewed on Influential Entrepreneurs Podcast Discussing The Truth About Taxes in Retirement

Tim Dern discusses taxes in retirement: Insights from a Certified Professional  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-tim-dern-retirement-income-certified-professional-and-managing-partner-with-mana-financial-group-discussing-taxes-in-retirement/ Tim Dern, a retirement income certified professional and managing partner at Manna Financial Group, specializes in retirement planning and assisting clients in achieving their retirement goals. His expertise lies in running personalized assessments to determine the best strategies for retirement, including Roth conversion strategies. However, Tim acknowledges that these strategies may not be suitable for everyone. For instance, if a client plans to take minimum distributions from their…

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Kerry Morris, CFP® Founder of HonorShield, Interviewed on the Influential Entrepreneurs Podcast Discussing The National Aging Crisis

Kerry Morris discusses the National Aging Crisis: Understanding the Challenges and Solutions  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-kerry-morris-cfp-founder-of-honorshield-discussing-the-national-aging-crisis/ The aging crisis is a prevalent issue that will likely affect someone in each family. According to statistics mentioned in the episode, an estimated 6.7 million Americans over the age of 65 will be living with Alzheimer’s dementia in 2023. Of these, two-thirds will be women. Deaths due to Alzheimer’s disease between 2000 and 2019 have more than doubled, increasing by 145%. Shockingly, one in three seniors…

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Double Tragedy Inspired Mindset Coach to Empower and Heal Others

Mindset coach Megan Mackenzie lost both her parents to suicide, but the devastating tragedy inspired her to help others heal and grow. The 34-year-old mother-of-two, from New Hampshire in the United States, is the face of The Connected Woman. Her mission is to help women discover their worth, reach their full potential, and feel confident and empowered.  She does this through Hypnobreathwork, a cutting-edge therapy which combines the power of breathwork with hypnosis to help people overcome pain, addiction, anxiety, and issues with self-esteem. Megan knows from personal experience how…

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Beth Napleton of Beth Napleton Consulting Talks to Leadership and People Challenges that Organizations Face on The Path to Nonprofit Leadership Podcast

Every nonprofit has a mission, and they need people to reach that goal. There isn’t an app that will create climate change. There isn’t an app that gives us educational equity. We need people to do it. In a recent episode on the Your Path to Nonprofit Leadership podcast, Beth Napleton of Beth Napleton Consulting breaks down the ‘people problems’ that get in the way of the mission – and what to do about it. The main people problems that can get in the way of a nonprofit’s mission are…

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Tim Dern, Retirement Income Certified Professional, and Managing Partner w/ Mana Financial Group Interviewed on the Influential Entrepreneurs Discussing Asset Allocation

Tim Dern discusses if a fixed Index Annuity can be part of a retirement plan. Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-tim-dern-retirement-income-certified-professional-and-managing-partner-with-mana-financial-group-discussing-asset-allocation/ A fixed index annuity (FIA) is an insurance product designed to provide retirement income that grows over time. With an FIA, the money can grow based on the performance of an underlying market index, such as the S&P 500, without directly participating in the stock market. While FIAs offer some potential for growth and protection from the downside risk of the stock market, there…

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Erin Botsford, CFP® Creator of The Elite Advisor Success System™ Interviewed on the Influential Entrepreneurs Podcast Discussing The Proper Order of Business Building

Erin Botsford discusses the proper order of business building: Insights from Elite Advisors  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-erin-botsford-cfp-creator-of-the-elite-advisor-success-system-discussing-the-proper-order-of-business-building/  Business owners make excellent clients because they are accustomed to paying for professional advice and services. As mentioned in the episode, business owners understand the value of expertise and are willing to invest in it, as they regularly pay accountants and consultants. This familiarity makes them more receptive to financial planning fees and more likely to view the advisor as credible. Moreover, business owners often have…

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