Kimberly Pohler, Financial Strategist with Pohler Financial, Interviewed on the Influential Entrepreneurs Podcast Discussing How Life Insurance Fits Into Retirement

Kimberly Pohler discusses maximizing retirement income with life insurance strategies.  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-kimberly-pohler-financial-strategist-with-pohler-financial-discussing-how-life-insurance-fits-into-retirement/ Life insurance is a valuable tool for retirement planning, offering more than just a death benefit. In a podcast episode, financial strategist Kimberly Pohler highlights how life insurance can provide cash value and living benefits that enhance retirement planning. Cash Value Accumulation: Permanent life insurance policies like whole life or indexed universal life can accumulate cash value over time. This cash value can serve as a financial resource during…

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Shaun Clearwater with Full Focus Financial, Interviewed on the Influential Entrepreneurs Podcast Discussing Enhancing a Company Retirement Plan

Shaun Clearwater with Full Focus Financial, Interviewed on the Influential Shaun Clearwater discusses the keys to a more efficient company retirement plan.  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-shaun-clearwater-with-full-focus-financial-discussing-enhancing-a-company-retirement-plan/  Education plays a vital role in enhancing a company’s retirement plan by boosting participation and contribution rates. Shaun Clearwater from Full Focus Financial stresses the significance of educating employees about the benefits and opportunities within retirement plans. One crucial aspect of education is informing employees about the saver’s credit, a tax credit available to those who contribute…

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Kimberly Pohler Financial Strategist with Pohler Financial, Interviewed on the Influential Entrepreneurs Podcast Discussing 5 Risks of Retirement

Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-kimberly-pohler-financial-strategist-with-pohler-financial-discussing-5-risks-of-retirement/  The impact of longevity on retirement planning is crucial to acknowledge. It requires individuals to be realistic and honest about their financial situation and future needs. Planning for an extended retirement period involves assessing how expenses may evolve over time and ensuring that there are adequate funds to cover these costs. Without proper planning and strategies in place, the risk of depleting retirement savings due to increased longevity becomes a real possibility. Kimberly’s insights underscore the importance of addressing…

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Tax Attorney Anthony Kim Sheds Light on Tax Filing Pitfalls for High-Net-Worth Individuals on “Liquidity Event Lessons” Podcast

In an illuminating upcoming episode of the “Liquidity Event Lessons” podcast, hosted by finance veteran Michael Ross, esteemed tax attorney Anthony Kim of the reputable firm Rosado & Kim will reveal the common tax filing mistakes that high net worth individuals and families often make. With a career spanning over three decades specializing in federal and state tax matters, Kim’s insights are invaluable for anyone navigating the complex world of taxes, especially during significant financial events. The episode “Navigating Tax Challenges for the Wealthy” promises to delve deep into the…

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Financial Coach Who Empowers Women Is Named Queensland Broker of the Year

Financial coach and mortgage broker Dionne Lee has won a prestigious Queensland award for her work helping people own their own homes and build investment property portfolios. Dionne Lee, CEO and founder of Xcellerate Finance, has been named Bankwest’s Broker of the Year for Queensland. Bankwest’s Broker of the Year awards are all about recognising and celebrating the very best professionals working in the mortgage broking industry. Dionne has been working in finance and lending from the age of 17 and bought her first property at the age of 20…

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Linda Jensen, Certified Exit Planning Advisor (CEPA), Unveils New Website About Tax Strategies for Business Owners

In a groundbreaking announcement today, Linda Jensen a leader in financial advisory services, unveiled a comprehensive guide detailing the best tax strategies for business owners looking to optimize their savings and foster significant growth for their enterprises. Amidst the ever-evolving landscape of tax laws and regulations, Linda Jensen commits to empowering entrepreneurs with the knowledge and tools necessary to navigate taxation complexities efficiently.  The guide, developed by a team of seasoned tax professionals and accountants, outlines innovative strategies designed to leverage current tax laws to the advantage of businesses across…

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David R. Williams, Senior Mortgage Loan Officer at Highlands Residential Mortgage, Interviewed on the Elite Real Estate Leaders Podcast

David Willams discusses the top questions a 1st-time homebuyer needs to ask.  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-david-r-williams-senior-mortgage-loan-officer-at-highlands-residential-mortgage/ The process of purchasing a first home marks a significant milestone in an individual’s life, fraught with excitement and, understandably, a myriad of questions. Recognizing the importance of making well-informed decisions, industry experts have compiled a crucial list of inquiries that first-time homebuyers should present to their realtors. This compilation aims to empower buyers with the knowledge needed to navigate the complexities of the real estate market…

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