Category: Business

Kimberly Jamieson discusses how essential comprehensive financial planning is for physicians, who face unique financial challenges and opportunities due to the demand and dynamics of their profession. Here’s why it matters so much and how it can support a physician’s financial well-being at every career stage.  Many physicians begin their careers with significant student debt from medical school, which can delay their financial milestones compared to other professionals. Comprehensive planning provides a strategy to manage and pay down this debt efficiently while balancing other goals, such as purchasing a home…

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Ron Roberts discusses highlights of longevity planning for retirement  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-ron-roberts-founder-and-ceo-of-roberts-retirement-group-discussing-longevity-planning-for-retirement/   Ron Roberts, founder and CEO of Roberts Retirement Group, about the essential topic of longevity planning in retirement. With over 35 years of experience in financial services, Ron shares his journey into the industry, sparked by a friend’s success in financial planning. The conversation delves into the importance of adapting retirement strategies to account for increasing life expectancies, emphasizing how better health and lifestyle choices contribute to longer lives.  …

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“The Diabetes Destroyer” Stephen Leggett’s program helps entrepreneurial dads and high-performing professionals with type 2 diabetes

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Pete Tychsen discusses the importance of a balanced retirement strategy   Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/pete-tychsen-president-and-founder-of-preservation-financial-group-discussing-a-balanced-retirement-strategy/ Pete Tychsen, president and founder of Preservation Financial Group, discusses the importance of having a balanced retirement strategy. Pete shares his journey into the financial services industry, which began after graduating from Florida State University in 1986. With a passion for helping individuals manage their finances and prepare for retirement, Pete introduces his innovative three-bucket strategy designed to create a well-rounded retirement plan.   A balanced retirement strategy is…

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Steven England discusses estate planning for retirement Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-steven-michael-englandpresident-of-capstone-retirement-discussing-estate-planning-for-retirement/ Steven Michael England, president of Capstone Estate Planning, to discuss the crucial topic of estate planning for retirement. They explore the common misconceptions surrounding retirement planning, emphasizing the importance of looking beyond just accumulating wealth to consider legacy and estate planning. Steven defines estate planning as the process of distributing your estate upon incapacitation or death, highlighting the necessity of legal documents like wills or trusts to ensure your loved ones are…

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Danny Favreau discusses highlights estate planning in uncertain times  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-danny-favreau-with-one-less-worry-discussing-estate-planning-in-uncertain-times/ Danny Favreau, founder of One Less Worry, to discuss the critical topic of estate planning in uncertain times. Danny emphasizes the importance of having an estate plan in place and keeping it updated to ensure that your wishes are honored after your passing. Danny shares insights on how a well-structured estate plan can help avoid unnecessary taxes, keep assets out of probate, and prevent family disputes. Listeners will learn practical…

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Steven England discusses tax-free retirement solutions Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-steven-michael-england-president-of-capstone-retirement-discussing-tax-free-retirement-solutions/ Steven Michael England, president of Capstone Retirement discusses tax-free retirement solutions. Steven shares insights into the common challenges faced by clients aged 60 to 75, highlighting that most of their retirement savings are held in pre-tax accounts such as 401(k)s and IRAs. He explains the implications of these accounts, especially concerning estate planning and tax burdens for heirs. The conversation emphasizes the importance of understanding the differences between pre-tax and tax-advantaged accounts, like…

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Shawn Maloney, a certified retirement specialist, fiduciary, and national bestselling author, recently featured in a TV interview to unveil his holistic approach to retirement planning. As the founder and CEO of Retire Wise, LLC, Shawn brings over two decades of experience to the table, dedicated to equipping individuals with the strategies and tools needed to secure and enhance their retirement savings. During his appearance on Coastal Living CBS News, Shawn delves into his innovative “Retire Happy Framework” — a comprehensive method that integrates financial strategies with guidance on non-financial elements…

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