Category: News Room

Urban Adams, Financial Professional, Interviewed on The Influential Entrepreneurs Podcast

Phil Faris

Urban Adams discusses timely tax tips for better tax preparation. Listen to the interview on the Business Innovators Radio Network: Interview with Financial Professional Urban Adams In this episode of Influential Entrepreneurs, host Mike Saunders welcomes financial professional Urban Adams to discuss timely tax tips for better tax preparation. With a focus on planning, Urban works with a diverse range of clients, primarily in the southwestern US. Tax planning is a vital aspect of a comprehensive financial strategy, and clients should take a proactive approach in gathering relevant information for…

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Linda Jensen Principal & Owner of Heart Financial Group as well as a Certified Exit Planning Advisor – Comments on Exiting or Selling a Business

Phil Faris

For many entrepreneurs and business owners, the prospect of exiting or selling their business represents a significant milestone in their career. Whether it’s stepping back to pursue other ventures or enjoying a well-earned retirement, a successful exit requires meticulous planning and execution. This critical transition can have a lasting impact not only on the owner but also on the future of the business. Experts emphasize that a well-thought-out exit strategy is essential to ensure a smooth handover, maximize value, and protect the legacy of the business. Despite this, research shows…

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Brian Sirota Founder of BES Financial Interviewed on the Influential Entrepreneur Podcast Discussing Indexed Annuities

Phil Faris

Brian Sirota discusses indexed annuities Listen to the interview on the Business Innovators Radio Network: Interview with Brian Sirota Founder of BES Financial Discussing Indexed Annuities – Business Innovators Radio Network Brian Sirota, Founder of BES Financial, to discuss the world of indexed annuities. Brian shares his background, highlighting his journey from studying finance and accounting in New Jersey to becoming an equity trader in Florida. With over 35 years of experience, he reflects on the complexities and stress of trading and explains his decision to pivot towards helping clients…

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