Category: Business

Samuel Dixon discusses maximizing your legacy: tax-efficient planning for future generations. Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-samuel-dixon-rfc-co-founder-of-oxford-advisory-group/  Taxes in retirement are a crucial aspect that is often overlooked but can have a significant impact on wealth preservation. In a podcast episode featuring Samuel Dixon, the co-founder of Oxford Advisory Group, it was emphasized that many individuals tend to neglect taxes in retirement without realizing the potential wealth that could be lost each year due to tax implications. Samuel stressed the importance of considering taxes with…

Danielle Hayden of Kickstart Accounting Inc. was recently featured on the popular “Oh Shoot” podcast hosted by Cassidy Lynne.  Kickstart Accounting specializes in supporting female entrepreneurs, especially women, as they build their businesses. During the insightful conversation, Danielle not only shared her strategies but for financial empowerment, goal-oriented budgets, and investment in growth, all of which are crucial for entrepreneurial success. “We tend to look at our numbers for tax purposes only,” she explained. “But I’m here to help every business owner get out of that cycle so that we’re…

Stephen Ng discusses the importance of IRA rescue strategies.  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-stephen-ng-clu-chfc-cep-founder-of-stephen-ng-financial-group-discussing-ira-rescue-to-leverage-retirement-wealth/  Converting an IRA to tax-free money is a crucial strategy for retirement planning that can help individuals maximize their wealth and minimize their tax liabilities. In a podcast episode of Influential Entrepreneurs, Stephen Ng, the founder of Stephen Ng Financial Group, discusses the concept of IRA Rescue and how it can be used to leverage retirement wealth. The term IRA Rescue refers to various strategies that can be employed to…

Michael Opp discusses properly diversifying a portfolio. Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-michael-opp-founder-of-opp-financial-their-unique-approach-to-portfolio-diversification/  Michael Opp highlights the importance of properly diversifying and managing risk. Michael discusses the need to have a portion of the portfolio that is considered “must money” – money that cannot afford to be lost. This money should be invested in assets that offer guaranteed rates of return and minimal risk. On the other hand, there is a portion of the portfolio that can tolerate some level of risk in exchange for…

Stephen Ng discusses long-term care considerations: maximizing retirement wealth and security. Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-stephen-ng-clu-chfc-cep-founder-of-stephen-ng-financial-group-understanding-long-term-care-to-leverage-retirement-wealth/ Long-term care insurance is often viewed as expensive, but there are ways to structure it to make it more affordable. One strategy is to consider options with riders that provide additional benefits if long-term care is not needed. For example, with a fixed annuity or a life insurance policy with a long-term care rider, any unused funds can be passed on to beneficiaries, unlike a pure long-term care…

An Exit Planning Service is designed to empower entrepreneurs and business owners to prepare for the sale or transition of their businesses strategically. This tailored service maximizes company value and ensures a seamless transition, whether for retirement, sale, or succession planning. In today’s rapidly evolving business environment, exit planning has become an essential part of a successful business strategy, yet it remains an often-overlooked aspect of business ownership. Linda Jensen addresses this gap by offering comprehensive support, including valuation enhancement, financial analysis, strategic planning, and more, all customized to meet…

Wanda Rogers a WBENC Certified WBE and the visionary Founder of Construction Service Workers and Principal Owner of the sole African American Woman-owned construction staffing agency in the United States, has been named the esteemed recipient of the Catalyst Award at the ORV Bold and Brilliant Event, held on May 9, 2024, at the Hilton downtown Columbus.

Stephen Ng discusses the importance of diversification and risk management in retirement planning.  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-stephen-ng-clu-chfc-cep-founder-of-stephen-ng-financial-group-discussing-how-to-grow-protect-retirement-wealth/  Diversification is a key strategy for building a secure financial future, especially in uncertain economic times. In a recent podcast, financial advisor; Stephen discussed the importance of diversification and how it can help clients weather financial storms and achieve their retirement goals. Stephen outlined six major financial storms that investors need to be aware of, including government overspending, deficits, inflation, healthcare costs, and increasing taxes. These…