Category: News Room

Corey Baker discusses maximizing retirement income with insurance strategies   Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-corey-baker-retirement-specialist-with-kkb-financial-services-discussing-using-insurance-for-retirement/ Corey Baker emphasizes the crucial distinction between viewing money as a plan for living or dying when discussing retirement planning. In the podcast episode, Corey highlights the common fear among individuals of spending their hard-earned money during retirement. Many people are hesitant to utilize their savings because they want to ensure they have something to leave behind for their loved ones. This fear often stems from a desire to leave…

James Edward Durden discusses the impact of taxes on retirement  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-james-edward-durden-jr-owner-of-edward-financial-group-discussing-how-taxes-impact-retirement/ James Edward Durden Jr., owner of Edward Financial Group, about how taxes impact retirement. James emphasizes how taxes can erode wealth and discusses the importance of planning for taxes in retirement to ensure that people’s money goes toward their beneficiaries and causes they care about, rather than just to the government. The conversation sheds light on the significance of understanding and preparing for tax implications in retirement planning.  Taxes…

Mehran Rad discusses the importance of market loss protection  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-mehran-rad-founder-president-of-rap-financial-discussing-market-loss-protection/  Mehran Rad discusses the importance of market loss protection in financial planning. He explains that market loss protection involves techniques to prevent a decrease in the value of investments and serves as a safety net during market volatility. Mehran emphasizes the need to align market loss protection strategies with individual risk tolerance and financial goals. He highlights the importance of considering the cost of protection and the investment timeline when…

James Lavorgna discusses the sequence of returns and aggressive retirement planning.  Sequence of Returns risk refers to the impact that the order of investment returns can have on people’s retirement savings, especially when people start withdrawing funds. Poor returns early in retirement can significantly reduce people’s savings because they withdraw money while investments are losing value. Conversely, strong returns early on can provide a cushion for future downturns. To manage this risk, it’s important to diversify people’s investments, adjust their withdrawal amounts based on performance, and consider strategies like the…

Paul Castner discusses Medicare Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-paul-castner-president-of-c-k-healthcare-advisors-discussing-medicare/ Paul Castner, President of C & K Healthcare Advisors, about the complexities of Medicare. Paul shares his background and personal motivation for becoming a Medicare expert, driven by his grandmother’s struggles with healthcare costs.  Paul Castner, a Medicare expert with nearly 20 years of experience, shared valuable insights on how he helps clients understand and choose the right Medicare plan. He highlighted the challenge seniors face in balancing daily expenses with healthcare costs, underscoring the…

Corey Baker discusses the importance of the sequence of returns risk Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-corey-baker-discussing-sequence-of-returns-risk/ Retirement specialist, Corey Baker discusses the concept of sequence of returns risk. Corey breaks down the importance of understanding sequence of returns, relating it to the power of annuities in retirement planning. He shares insights into how market volatility can impact their retirement accounts and the significance of being aware of sequence of returns risk for financial security. Sequence of returns risk is a critical factor to consider…