Paul Stawinski CFF, CLU Founder of CLU Wealth Advisors, Interviewed on the Influential Entrepreneurs Podcast Discussing Business Continuation Considerations

Paul Stawinski discusses Navigating Business Continuity: Insights from a Financial Advisor.  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-paul-stawinski-cff-clu-founder-of-clu-wealth-advisors-discussing-business-continuation-considerations/   Proper planning and funding are essential for business continuation and succession planning. In a podcast episode featuring Paul Stawinski, the founder of CLU Wealth Advisors, the critical importance of having a well-thought-out strategy for the continuation of a business in the face of unforeseen circumstances such as death, disability, or retirement of key personnel is emphasized. Stawinski highlights the significance of having a buy-sell agreement in place, which…

Read More

Dan Saccal, President of Vision Wealth Management, Interviewed on the Influential Entrepreneurs Podcast Discussing Major Issues Facing People in or Near Retirement

Dan Saccal discusses insights on how to secure a financial future.  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-dan-saccal-president-of-vision-wealth-management-discussing-major-issues-facing-people-in-or-near-retirement/   Planning for retirement is a critical aspect of financial management, involving key questions to ensure a secure and comfortable retirement. In a podcast episode featuring Dan Saccal, President of Vision Wealth Management, these key questions were discussed: How old are they? Understanding one’s age is crucial in retirement planning to determine the retirement timeline and the duration of retirement savings and income sources will need to last. What…

Read More

World-Renowned Interiors Therapist And Feng Shui Expert Set To Visit Washington DC

An expert interiors therapist is coming to Washington DC to help people in the city transform their homes so they can live happier, healthier and wealthier lives. Suzanne Roynon is based in the UK and has built a reputation around the world for helping people reorganise their homes to help them achieve their goals in life. Her knowledge and skills in both Feng Shui and interiors therapy have seen her become a guest expert for media outlets including the BBC, Homes & Gardens, Woman & Home and Architectural Digest. In…

Read More

Paul Stawinski, CFF, CLU Founder of CLU Wealth Advisors, Interviewed on the Influential Entrepreneurs Podcast Discussing Tax Efficient Investing

Paul Stawinski discusses strategies for tax-efficient wealth management.  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-paul-stawinski-cff-clu-founder-of-clu-wealth-advisors-discussing-tax-efficient-investing/  Tax-efficient investing encompasses a variety of investment options, each with distinct tax implications that can significantly impact people’s financial future. In a recent podcast episode, guest speaker Paul Stawinski delves into the importance of discerning between qualified and non-qualified assets, annuities, and life insurance policies within the realm of tax-efficient investing. Qualified assets, such as 401(k), IRA, 403(b), and 457 plans, offer tax advantages upon contribution, enabling individuals to defer taxes…

Read More