Category: Business

Shay Jenkins and Sarah Alberts discuss building a successful real estate team.  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-shay-jenkins-and-sarah-alberts-branch-manager-and-loan-officer-with-ss-mortgage-team/ Shay and Sarah, share a strong bond and have a fun energy that shines through in their work together. While they acknowledge that their work is work, they find joy in it daily. To tap into their energy, interested individuals can learn more about their team and connect with them through their website, and social media platforms, or even reach out to them personally. Ultimately, their enjoyment…

Fred Cook discusses understanding portfolio preservation and risk management. Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-fred-cook-partner-wealth-advisor-w-cavu-financial-discussing-portfolio-preservation/ Fred Cook, with experience in financial services, points out that investors often lack awareness of the risks within their portfolio, leading them to ask the wrong questions. This lack of awareness can have negative consequences for retirement planning. Fred emphasizes the importance of asking the right questions to understand the client’s retirement goals, plans, and aspirations. Advisors should act as coaches and ask the right questions to ensure clients are…

Cory Roberson discusses the importance of using compliance software and consultants for investment firms.  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-cory-roberson-founder-and-ceo-with-fin-compliance/ Investment firms face a constantly evolving regulatory landscape, with new laws and regulations introduced on a regular basis. These changes can be challenging to keep up with, especially for larger firms with complex internal structures. Compliance software and consultants play a crucial role in helping these firms stay up-to-date and compliant. First and foremost, compliance software offers investment firms an efficient way to monitor their…

Jim Billington discusses navigating the flight plan: a guide to retirement.  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-jim-billington-managing-director-of-wealth-pilots-discussing-the-retirement-flight-plan/  The FLIGHT plan is an acronym for  Future, Lifetime Income, Growth, Hedging, and Taxes that Wealth Pilots incorporates into all their client’s retirement preservation planning process. Overall, retirement planning involves considering not only desired spending goals and required minimum distributions but also understanding how taxes and inflation affect your lifestyle. We want to have upside market growth potential to keep pace with inflation. However, in retirement, we shift…

Troy Thompson discusses how proactive planning and the virtual family office give financial planning clients the best experience.   Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-troy-thompson-owner-and-founder-of-angel-of-freedom-financial/ For today’s family office, proactive planning is the cornerstone of financial success. Dealing with complex investments, taxes, and other operational demands can be a daunting task when ensuring that one’s assets are being managed properly. That’s where the Virtual Family Office (VFO) comes in. The VFO has revolutionized the way clients approach their finances by providing comprehensive, proactive planning services. The…

The highly-anticipated podcast, Vegas Business Spotlight, made its grand debut with its first episode featuring a fascinating conversation with Darin Hoover, the owner of Ladder Truck and Toolbox Handyman Services.

Gary Scofield discusses the importance of life insurance for financial protection.  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-gary-scofield-founder-mansfield-financial-strategies-discussing-life-insurance/ Long-term care policies offer a valuable feature known as accelerated death benefits. This feature allows policyholders to access the money they have paid in premiums before their death if they require long-term care or assisted living. However, if the policyholder does not end up needing these services, the money paid in premiums is essentially lost, similar to how automobile insurance or homeowner’s insurance works. It is important to…

Ron Cook discusses the importance of tax planning in retirement.  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-ron-cook-owner-of-cook-tax-retirement-discussing-how-taxes-impact-retirement/ Ron Cook highlights the importance of understanding and planning for taxes in retirement. He acknowledges that taxes are an inevitable part of life, just like death, and emphasizes their significant impact on retirement. Cook stresses the need for individuals to be aware of this impact and plan accordingly. Cook distinguishes between tax prepping, or getting tax returns done, and tax planning. He believes that tax planning is essential for…

Shelby Crisman discusses adding value to a home.  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-shelby-crisman-realtor-with-denver-milehimodern/  Shelby Crisman has a unique background in both the Airbnb world and real estate, which has greatly influenced her approach as a realtor. Having previously worked in the Airbnb industry, she enjoyed the interaction with strangers seeking rental properties and the behind-the-scenes management with homeowners. This experience, combined with her own travels and stays in hotels and Airbnbs, has given her valuable insights into what people desire and seek in their…