Category: Business

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

Phil Faris

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…

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

Phil Faris

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…

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

Phil Faris

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…

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

Phil Faris

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…

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Ryan Quante Founder of Care Income Advisors Featured on TV Interview Discussing His Collaborative Revenue-Sharing Model

Phil Faris

Care Income Advisors is delighted to announce that Ryan Quante has been featured in  interviews on major TV Networks. As a recognized financial expert and dedicated client advocate, Quante’s insights and expertise have garnered attention from esteemed media outlets.  A full interview can be seen at: https://www.fox47news.com/entertainment/shows/the-morning-blend/interview-with-ryan-quante-of-care-income-advisors-03-01-24 In the interviews, Ryan Quante shared his perspective on his collaborative revenue-sharing model for financial advisors and attorneys. Ryan is a Certified Long Term-Care Insurance specialist and has helped clients, agents, & attorneys find viable solutions to their LTC needs. Quante commented on…

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Ericka E. Kelly,Global Professional Speaker,Executive Coach, and Leadership Trainer,Tops Amazon Best-Seller Lists with New Book “Take Charge of Your Military Transition.”

Phil Faris

Kelly’s new book hit best-seller lists on Amazon.com ranked in the Kindle categories: 1 Best Seller Vocational Guidance 1 Best Seller Organizational Change 2 Best Seller United States Veteran History Ericka E. Kelly’s Book “Take Charge of Your Military Transition” can be purchased on Amazonhttps://www.amazon.com/Take-Charge-Your-Military-Transition-ebook/dp/B0CTM7KNG6/ Kelly explained: “If you’re a transitioning military member looking for clarity and guidance, this book is the perfect resource to help you on your journey. It’s time to take charge of your military transition and uncover the incredible civilian opportunities that await you. “Take Charge…

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Paul Stawinski, CLU, CFF Founder of CLU Wealth Advisors, Interviewed on the Influential Entrepreneurs Podcast Discussing Inheritance Positioning

Phil Faris

Paul Stawinski discusses maximizing inheritance: tax considerations and financial strategies. Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-paul-stawinski-founder-of-clu-wealth-advisors-discussing-inheritance-positioning/   Inheritance planning is a critical aspect of financial planning that ensures assets are distributed according to people’s wishes and helps avoid potential pitfalls such as probate and unintended beneficiaries. The guest in the podcast episode emphasizes the importance of having a comprehensive plan in place to address these issues. Paul Stawinski, CLU, CFF founder of CLU Wealth Advisors, shares his personal experience of witnessing the consequences of inadequate inheritance…

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