Category: News Room

Dan Brooks discusses navigating the hidden risks in retirement planning.  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-dan-brooks-founder-of-xexis-private-wealth-discussing-things-your-current-advisors-havent-explained-that-could-negatively-impact-your-retirement/  Financial advisors may unintentionally neglect to fully explain certain aspects of retirement planning, not necessarily out of malice but due to a lack of expertise or restrictions from their firms. In a podcast episode, Dan Brooks, the founder of Xexis Private Wealth, highlighted that advisors may not intentionally leave out crucial information that could impact retirement planning negatively. He mentioned that advisors working for big financial firms are often…

To empower individuals with the tools they need to preserve their financial future, Bob Chitrathorn, a valued professional in personalized financial planning services, today announced a competitive approach designed to assist clients in defining their financial priorities and objectives with greater clarity and precision. With years of experience in navigating the complexities of the financial landscape, Bob has developed a comprehensive suite of strategies that are tailored to meet the unique needs of each client. This bespoke approach ensures that individuals are not only able to identify their financial goals…

Dan Brooks discusses unveiling the tax firestorm of large retirement accounts.  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-dan-brooks-founder-of-xexis-private-wealth-discussing-the-tax-implications-of-large-retirement-accounts/  Tax planning for large retirement accounts is crucial, especially as assets grow to significant amounts, typically ranging from half a million to two million dollars. In a recent podcast episode, Dan Brooks emphasized the importance of tax planning for individuals with retirement assets in this range. Here are key points to consider: Tax Implications: Dan Brooks points out that individuals are often advised to maximize contributions to retirement…

Brad Hancock discusses the top qualities of a Realtor that a buyer or seller needs to consider when hiring an agent.  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-brad-hancock-associate-broker-with-you-1st-realty/  In an evolving real estate market where buyer and seller needs are becoming increasingly complex, selecting the right Realtor is paramount to ensuring a smooth, successful transaction. Brad Hancock a leader in real estate market analysis, released a comprehensive guide identifying the crucial qualities that buyers and sellers should consider when hiring a real estate agent. With an…