Category: News Room

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…

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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…

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Robyn Riedlinger is bringing her signature program, “Your Signature Talk”, to Las Vegas on September 26, 2024, as part of The Power of Voice 2024 Live Event, where thought leaders and entrepreneurs will gather to elevate their public speaking and business impact.

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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…

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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…

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Bill Mcdowell discusses Roth conversion Listen to the interview on the Business Innovators Radio Network: Interview with Bill McDowell, President of The McDowell Agency Discussing Roth Conversions – Business Innovators Radio Network Mike Saunders and Bill McDowell discuss Roth conversions. Bill explains that Roth conversions are not a way to avoid taxes but rather a way to have control over when and how you pay them. By doing a Roth conversion, people can determine the exact dollar amount people will pay in taxes. This strategy allows people to plan for…

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Jennifer Surmacz discusses securing legacy: the importance of generational wealth Listen to the interview on the Business Innovators Radio Network: Interview with Jennifer Surmacz Founder of Posterity Legal Discussing Relationship Generational Wealth – Business Innovators Radio Network Generational wealth extends beyond mere wealth accumulation in one’s lifetime. As discussed in the podcast episode, it involves working diligently not only for oneself but also for future generations, such as children and grandchildren. The overarching goal of generational wealth is to secure a better life for the next generations, setting them up…

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Retirement is a dream that many people have spent years preparing for, a time when they finally get to enjoy the fruits of their labor. The idea of leisurely days, free from the daily grind, is enticing. Yet, while retirement brings freedom and relaxation, it also introduces new challenges—some of which, if left unaddressed, could significantly impact financial security. With a little planning, this can be achieved. This article explores the six major risks retirees face and strategies to mitigate them, ensuring their golden years are as bright as imagined.…

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Maurice Bailey discusses how taxes impact retirement  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-maurice-bailey-president-of-wealthy-way-financial-discussing-how-taxes-impact-retirement/ Maurice Bailey, the president of Wealthy Way Financial. He delved into the critical topic of how taxes impact retirement, a subject that often gets overlooked but is essential for effective retirement planning.  Maurice began by highlighting the inevitability of rising taxes and the importance of preparing for this reality. He pointed out that most people assume they will be in a lower tax bracket during retirement, but this is often not the…

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