Category: Business

Bill McDowell, President of The McDowell Agency, Interviewed on The Influential Entrepreneurs Podcast, Discussing 401K Rollovers

Phil Faris

Bill McDowell discusses 401K Rollovers Listen to the interview on the Business Innovators Radio Network: Interview with Bill McDowell President of The McDowell Agency Discussing 401K Rollovers – Business Innovators Radio Network Bill McDowell, president of the McDowell Agency, joins host Mike Saunders to discuss the importance of 401k rollovers. They highlight how modern work trends lead to individuals accumulating multiple 401k accounts over their careers. Bill emphasizes the need to consolidate these accounts for better management and financial planning, catering to individuals of all ages who may have multiple…

Read More

Chris Patterson Retirement Income Strategist, Interviewed on the Influential Entrepreneurs Podcast Discussing Annuities & Income Planning

Phil Faris

Chris Patterson discusses the role of annuities in retirement income strategies Listen to the interview on the Business Innovators Radio Network: Interview With Chris Patterson, Retirement Income Strategist Discussing Annuities & Income Planning – Business Innovators Radio Network Annuities play a crucial role in income planning for retirees by offering several key benefits. Firstly, they provide guaranteed lifetime income, ensuring a steady stream of income throughout retirement regardless of market conditions. This feature helps retirees plan and budget effectively, providing financial stability and peace of mind. Secondly, annuities act as…

Read More

Rexford Cattanach, President of Keats Group, Interviewed On the Influential Entrepreneur Podcast Discussing Business Succession Planning

Phil Faris

Rexford Cattanach discusses the importance of business succession planning Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-rexford-cattanach-president-of-keats-group-discussing-business-succession-planning/ Rexford Cattanach, President of Keats Group, on the topic of business succession planning. Rexford shares his journey from Deloitte Consulting to specializing in acquisitions and compensation planning. He emphasizes the importance of implementing successful plans and how his background in management consulting has helped him in the financial services industry. Succession planning is a critical aspect of business ownership often overlooked or pushed aside by many business owners. In a…

Read More

David Smart, CEO of Smart Benefit Group, Interviewed on The Influential Entrepreneur Podcast Discussing Ensuring a Lifetime Income

Phil Faris

David Smart discusses the importance of ensuring a lifetime income   Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-david-smart-ceo-of-smart-benefit-group-discussing-ensuring-a-lifetime-income/ David Smart, CEO of Smart Benefit Group, discusses the importance of ensuring a lifetime income for retirement. David explains that lifetime income, like a Social Security check, provides a reliable source of funds that one can count on every month. They delve into strategies to help clients achieve sustainable income that they can never outlive, filling the gap often present in retirement planning.  Lifetime income is a critical component…

Read More

Jennifer Surmacz Founder of Posterity Legal, Interviewed on the Influential Entrepreneurs Podcast Discussing NextGen Estate Planning Software

Phil Faris

Jennifer Surmacz discusses the benefits of next-gen estate planning software Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-jennifer-surmacz-founder-of-posterity-legal-discussing-nextgen-estate-planning-software/  Next-gen estate planning software, revolutionizes the way estate plans are created and managed compared to traditional paper-based methods. Here are some key points to expand on this topic: Efficiency: Traditional law firms often draft estate planning documents on paper, leading to a time-consuming process. However, next-gen software streamlines this process by generating PDF documents that can be easily edited and updated. Accessibility: One of the significant advantages of next-gen…

Read More

Chris Patterson Retirement Income Strategist, Interviewed on the Influential Entrepreneurs Podcast Discussing Tax Risk

Phil Faris

Chris Patterson discusses tips and strategies for tax planning Listen to the interview on the Business Innovators Radio Network: Interview With Chris Patterson, Retirement Income Strategist Discussing Tax Risk – Business Innovators Radio Network Strategic tax planning is a crucial aspect of retirement planning that can help individuals mitigate taxes and secure their financial future. Chris Patterson discusses the importance of understanding and managing tax risk is highlighted as a key component of retirement planning.  Mike Saunders and Chris Patterson, a financial advisor discuss the likelihood of tax rates increasing…

Read More

Paul Castner, President of C & K Healthcare Advisors, Interviewed on The Influential Entrepreneurs Podcast Discussing Retirement Planning

Phil Faris

Paul Castner discusses maximizing your retirement savings Listen to the interview on the Business Innovators Radio Network: Interview with Paul Castner President of C & K Healthcare Advisors Discussing Retirement Planning – Business Innovators Radio Network Starting retirement planning early in life is crucial to maximize growth potential and ensure financial stability in retirement. As Paul Castner shared, individuals in their twenties and thirties have the best opportunity to be aggressive with their investments. By investing heavily in products tied to the market with a higher risk tolerance during this…

Read More