Category: Business

D. Scott Kenik, Founder, and Principal of Wealth Concepts Group, Interviewed on the Influential Entrepreneurs Podcast Discussing Fill-the-Gap Income Planning

Phil Faris

Scott Kenik discusses Fill-the-Gap income planning. Listen to the interview on the Business Innovators Radio Network:https://businessinnovatorsradio.com/interview-with-d-scott-kenik-founder-and-principal-of-wealth-concepts-group-discussing-fill-the-gap-income-planning/ Scott explained: “Fill-the-Gap income planning is a financial strategy that helps individuals, couples, and families bridge the gap between their current expenses and desired post-retirement income and fills the gap with guaranteed, lifetime income. This approach looks at all sources of retirement income (e.g., Social Security, pensions, investments) and any additional sources such as part-time work and home equity release programs. It uses strategic methods for increasing savings rates and using tax strategies to maximize…

Read More

ASKCRAIGTEE, Inc. Introduces techKNOWLEDGE™: A Virtual Group Coaching Program Equipping Business Owners with Essential Technology Skills

Phil Faris

ASKCRAIGTEE, Inc. is the leading provider of education and business services, delivered through our four interconnected divisions – Education, Coaching, Business Services, and Events. Our innovative approach to education and coaching is designed to help business owners achieve success by providing them with the skills, knowledge, and resources they need to grow their businesses.

Read More

Rick Sechler, CFP® Founder of USA Retirement Solutions, Interviewed on the Influential Entrepreneurs Podcast

Phil Faris

Rick Sechler discusses the advantages of fixed-indexed annuities compared to other income-generating choices.  Listen to the interview on the Business Innovators Radio Network:  https://businessinnovatorsradio.com/interview-with-rick-sechler-cfp-founder-of-usa-retirement-solutions/ Fixed-indexed annuities offer several advantages compared to other income-generating products. One of the most significant is the guaranteed income stream they provide for as long as the policyholder is alive. This means people can be sure their retirement savings will last throughout their lifetime, regardless of how markets fluctuate. Fixed-indexed annuities usually have no additional fees or charges so people don’t need to worry about ongoing…

Read More

Tom Hegna, Author, Speaker, Economist, and Retirement Income Expert, Interviewed on the Influential Entrepreneurs Podcast

Phil Faris

Tom Hegna discusses how Financial Advisors can thrive in today’s industry to best communicate retirement products with clients and prospects.  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-tom-hegna-author-speaker-economist-and-retirement-income-expert/ Financial advisors have the potential to thrive in today’s competitive industry by effectively communicating retirement products with clients and prospects. To do so, they must understand the complexities of these kinds of products and present them in an easily understandable way. Tom explained: “One essential skill for financial advisors is identifying their client’s needs. This means assessing an individual’s…

Read More

D. Scott Kenik, Founder and Principal of Wealth Concepts Group, Interviewed on the Influential Entrepreneurs Podcast Discussing Alternative Investment Options

Phil Faris

Scott Kenik discusses how annuities can benefit pre-retirees.  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-d-scott-kenik-founder-and-principal-of-wealth-concepts-group-discussing-alternative-investment-options/ Scott explained: “An annuity is an financial product that protects the investors account and provides income payments to the investor over a pre-determined period. These payments can be made either as a lump sum or in regular intervals, depending on the annuity contract terms. Pre-retirees often use annuities to supplement their retirement income and provide financial security in their retirement years.” There are several advantages to investing in an annuity for pre-retirees.…

Read More

Kerry Morris, CFP® Founder of HonorShield, Interviewed on the Influential Entrepreneurs Podcast

Phil Faris

Kerry Morris discusses why the high cost of aging is America’s most significant threat to family wealth today.  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-kerry-morris-cfp-founder-of-honorshield/ The high cost of aging is one of America’s greatest threats to family wealth today. The costs associated with Alzheimer’s, Parkinson’s, Dementia, and Mobility Issues can quickly deplete savings and assets, leaving families struggling to meet their needs over an extended period. According to a survey conducted by Genworth Financial, the median cost for a private room in a nursing home…

Read More