Category: Business

Michelle Boyce discusses qualified funds   Listen to the interview on the Business Innovators Radio Network:  https://businessinnovatorsradio.com/interview-w-michelle-boyce-ricp-vp-w-rosenzweig-financial-services-discussing-qualified-funds-how-is-too-much/ Michelle Boyce, Vice President of Rosenzweig Financial Services, to discuss the concept of qualified funds. Michelle explains that qualified funds refer to retirement accounts such as 401(k)s, 403(b)s, IRAs, and SEPs, which are tax-deferred. This means that while contributions to these accounts are made pre-tax, taxes will be owed upon withdrawal during retirement. The conversation highlights the importance of understanding the nature of these funds and the implications of tax deferral for long-term financial…

Read More

Cameron Bryant Discusses the importance of protecting your retirement funds Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-w-cameron-bryant-founder-of-found-revenue-solutions-retirement-specialist-at-federal-employee-advocates-protecting-your-retirement-funds/ Cameron Bryant, founder of Found Revenue Solutions and Retirement Specialist at Federal Employee Advocates. He delves into the crucial topic of protecting retirement funds, emphasizing the psychological motivation behind safeguarding investments. Cameron shares insights on the importance of balance in investment strategies, particularly as individuals approach retirement. He discusses the common investment vehicles like 401(k)s and thrift savings plans, and highlights the need to transition towards less risky investments…

Read More

Michelle Boyce discusses guaranteed income streams   Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-w-michelle-boyce-ricp-vp-w-rosenzweig-financial-services-discussing-guaranteed-income-streams/   Michelle Boyce, Vice President of Rosenzweig Financial Services, to discuss the powerful concept of guaranteed income streams. With 20 years of experience in the financial industry, Michelle shares her journey into financial services, emphasizing her desire to help others and the lack of financial education available to the public. The conversation highlights the importance of understanding financial principles, including taxes and savings, and the positive impact that informed financial guidance can have…

Read More

Transformation Coach Riana Malia recently joined Maggie Lawson’s podcast Me Time for a thought-provoking episode on the power of personal transformation. The conversation covers practical strategies for creating meaningful changes in life through Neuro-Linguistic Programming (NLP), mindfulness, and manifestation. Riana draws on her extensive experience to provide listeners with actionable steps for achieving emotional balance and breaking through mental barriers. Riana shares, “Transformation starts when you’re willing to see things differently. It’s about rewiring your thoughts, and through practices like NLP, we can release old stories that no longer serve…

Read More

David Smart, CEO of Smart Benefit Group, focuses on ensuring a lifetime income for retirement and about transitioning from an accumulation to a distribution mindset. Transitioning from an accumulation mindset to a distribution mindset is critical to retirement planning. One main challenge when transitioning to a distribution mindset is the reluctance to move funds from traditional investment accounts to more secure options. People may hesitate to make this shift due to concerns about missing out on potential growth opportunities. However, it is crucial to understand the importance of securing a…

Read More

Luke Harrison discusses Niche Markets Listen to the interview on the Business Innovators Radio Network: Interview with Luke Harrison with Olin & Associates, Discussing Niche Markets – Business Innovators Radio Network Luke Harrison from Olin and Associates to discuss the intriguing world of niche markets. Luke explains that niche markets are highly specialized segments that often go unnoticed due to their uniqueness or because they fill specific gaps in services, such as Medicare, life insurance, and health-related policies. The conversation highlights the importance of understanding these markets, as they can…

Read More