Category: Finance

Guy McCord discusses determining if an annuity is a good fit for your retirement plan.  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-ft-worth-financial-professional-guy-mccord-mba-discussing-annuities/ Regarding retirement planning, annuities can be a good option for many people. An annuity is a contract between someone and an insurance company where a person pays a lump sum or makes periodic payments in exchange for regular income payments during retirement. Annuities can provide a steady stream of income that can help people maintain their lifestyle during retirement and offer potential tax advantages.…

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D. Scott Kenik discusses how market volatility can negatively impact retirement. 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-market-volatility/ Scott explained: “Market volatility can have a devastating impact on retirement savings. When the stock market is volatile, the value of investments rise and fall. This can cause people to lose money when prices drop, possibly leaving them unable to recover their losses before retirement. It’s important to recognize that market volatility can erode people’s retirement savings over time, even if it appears that they’re making gains in…

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Michael Moore discusses how life insurance premium financing can benefit a high-net-worth investor.Listen to the interview on the Business Innovators Radio Network:  https://businessinnovatorsradio.com/michael-moore-clu-chartered-financial-consultant/ Life insurance premium financing can be an excellent financial strategy for high-net-worth investors. Premium financing allows these individuals to obtain the large life insurance policies they need, with little impact to current assets and cash flow.   By borrowing funds from a lender, the investor can pay a smaller interest payment vs. a larger non-financed premium payment. Michael explained: “The ability to obtain large policies without outlaying significant…

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Financial professional Bob Chitrathorn, the Co-Founder of Simplified Wealth Management and the bestselling author of “The Drive to Success,” continues to make waves in the world of business and entrepreneurship as he shares his phenomenal journey and success secrets with aspiring entrepreneurs. Bob’s career path began in 2004 when he discovered his passion for personal finance, which later led him to co-create Simplified Wealth Management. His experience includes a stint at H&R Block and a keen interest in real estate. During his time at CSUSB, he found his calling –…

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Robert J. Smith discusses how business owners prepare for wealth-building and retirement by reducing taxes. Eddie Money, Rock and Roll Hall of Famer said: “I want to thank you for the publicity you are bringing to the Pediatric AIDS Foundation and the Intrepid Fallen Heroes Fund. You have a prominent career in this business and a lot of respect. I appreciate the fact that we had the opportunity.” Listen to the interview on the Business Innovators Radio Network https://businessinnovatorsradio.com/interview-with-financial-planner-and-advisor-robert-j-smith-founder-of-smith-profits/  To effectively reduce tax liability and prepare for wealth-building and retirement,…

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Jay Winestein discusses how taxes and inflation impact cashflow when considering Potential Retirement Pitfalls  Listen to the interview on the Business Innovators Radio Network:  https://businessinnovatorsradio.com/interview-with-jay-winestein-founder-of-deepdive-retirement-discussing-potential-retirement-pitfalls/ When planning for retirement, it’s essential to factor in the impact of taxes and inflation on cash flow. Taxes directly affect how much income people receive from investments and other sources in retirement, while inflation erodes the purchasing power of money over time. This means that the money a person needs to maintain their lifestyle in retirement will likely exceed what they estimated when initially…

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Navigate complex financial issues during divorce with Harmony Divorce Solutions and their Certified Divorce Financial Analyst™ Mary Ann Ernette. Get expert guidance for a financially stable future.

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There is a limited window of opportunity for people close to retirement or recently retired to minimize taxes for themselves and their heirs.

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