Category: Business

Shaun Clearwater discusses strategies for properly managing company retirement plans.  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-shaun-clearwater-with-full-focus-financial-discussing-company-retirement-plan-maintenance/   Regular maintenance and review of company retirement plans are crucial to ensure proper management and compliance with regulations. As discussed in the podcast episode with Shaun Clearwater from Full Focus Financial, neglecting to maintain and review company retirement plans can lead to various consequences. One key aspect highlighted in the episode is the importance of conducting annual reviews of retirement plans. The Department of Labor and ERISA recommend at…

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Leka Systems is reshaping the landscape of residential living, one installation at a time.

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Dan Saccal discusses navigating the curveballs of retirement.  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-dan-saccal-president-of-vision-wealth-management-discussing-preparing-for-the-unexpected-in-retirement/  Planning for unexpected retirement taxes is a crucial aspect of retirement planning that many individuals overlook. In a recent podcast episode of Influential Entrepreneurs, Dan Saccal, the president of Vision Wealth Management, discussed the importance of preparing for the unexpected in retirement, specifically focusing on the impact of taxes on retirees. Saccal emphasized the need for retirees to anticipate potential curveballs that life may throw at them, such as additional taxes,…

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Shaun Clearwater discusses hidden risks in company retirement plans.  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-shaun-clearwater-with-full-focus-financial-discussing-unknown-flaws-in-company-retirement-plans/  Business owners must prioritize identifying unknown flaws in their company retirement plans to safeguard the financial well-being of their employees and ensure the overall success of the business. In a podcast episode featuring Shaun Clearwater from Full Focus Financial, common flaws in company retirement plans were discussed, including high administrative fees and limited diversification in investment options. High administrative fees can significantly impact the performance of a company’s retirement plan,…

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Leonard Financial Solutions is proud to announce recent appearances in several network interviews with founder Jonathan Leonard.  A full TV interview can be seen at:  https://www.fox47news.com/entertainment/shows/the-morning-blend/interview-with-jonathon-leonard-with-leonard-financial-solutions-02-16-24   Jonathan Leonard shared his perspective on his Innovative Retirement Income Planning Tool in the interviews. Retirement planning can be complex and daunting, but with the right tools and strategies, individuals can take control of their financial future and achieve their retirement income goals. Leonard Financial Solutions is proud to introduce a revolutionary retirement income planning tool, The Two-Bucket Strategy, designed to empower individuals…

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Sugey Piedra, tax professional and co-founder of Prominence Business & Wealth Management, recently shared insights on achieving long-term wealth through real estate investing on an episode of The Conference Room podcast. The episode delved into Sugey’s expert strategies for leveraging real estate as a powerful tool for wealth building. In the podcast, Sugey breaks down the complexities of real estate investment and tax planning, offering listeners six pivotal tips for anyone looking to start or enhance their journey into real estate investing. The full conversation can be accessed here.  …

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Sugey Piedra, an enrolled agent, certified tax preparer, and co-founder of Prominence Business & Wealth Management, recently appeared on the Doctor ME FIRST podcast. In the interview, Sugey shared her insights and expertise on what listeners can do to avoid tax season dread. During the conversation, Sugey shared strategies for: Working on your taxes all year long to avoid sticker shock on your April tax bill How to form a strategic tax plan with a tax pro Building a winning finance team for your life and business Leveraging tax advantages…

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Dawn Morin discusses the most common challenges businesses face when seeking commercial loans, and how they can prepare to overcome these obstacles.   Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-dawn-morin-branch-manager-with-equity-first-financial/  In today’s rapidly evolving business environment, securing commercial loans remains a pivotal challenge for many enterprises. A multitude of factors contribute to the hurdles businesses face, ranging from stringent lending criteria to the complexities of financial documentation. Recognizing these challenges and preparing strategically can significantly enhance a business’s chances of securing the necessary funding. Common Challenges…

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Dan Saccal discusses securing peace of mind in retirement.  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-dan-saccal-president-of-vision-wealth-management-discussing-peace-of-mind-in-retirement/ Peace of mind in retirement is a crucial aspect that many individuals strive to achieve as they transition from their working years to a more relaxed phase of life. Dan Saccal, the president of Vision Wealth Management, emphasizes the importance of having a financial plan that includes safe income and growth to help individuals attain that peace of mind during retirement. Dan highlights that the transition to retirement can be…

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