Category: News Room

Danny Favreau discusses highlights estate planning in uncertain times  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-danny-favreau-with-one-less-worry-discussing-estate-planning-in-uncertain-times/ Danny Favreau, founder of One Less Worry, to discuss the critical topic of estate planning in uncertain times. Danny emphasizes the importance of having an estate plan in place and keeping it updated to ensure that your wishes are honored after your passing. Danny shares insights on how a well-structured estate plan can help avoid unnecessary taxes, keep assets out of probate, and prevent family disputes. Listeners will learn practical…

Steven England discusses tax-free retirement solutions Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-steven-michael-england-president-of-capstone-retirement-discussing-tax-free-retirement-solutions/ Steven Michael England, president of Capstone Retirement discusses tax-free retirement solutions. Steven shares insights into the common challenges faced by clients aged 60 to 75, highlighting that most of their retirement savings are held in pre-tax accounts such as 401(k)s and IRAs. He explains the implications of these accounts, especially concerning estate planning and tax burdens for heirs. The conversation emphasizes the importance of understanding the differences between pre-tax and tax-advantaged accounts, like…

Shawn Maloney, a certified retirement specialist, fiduciary, and national bestselling author, recently featured in a TV interview to unveil his holistic approach to retirement planning. As the founder and CEO of Retire Wise, LLC, Shawn brings over two decades of experience to the table, dedicated to equipping individuals with the strategies and tools needed to secure and enhance their retirement savings. During his appearance on Coastal Living CBS News, Shawn delves into his innovative “Retire Happy Framework” — a comprehensive method that integrates financial strategies with guidance on non-financial elements…

Danny Favreau discusses social security claiming options  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-danny-favreau-with-one-less-worry-discussing-social-security-claiming-options/    When it comes to Social Security claiming options, many individuals mistakenly believe the process is straightforward: simply choose a retirement age and start receiving benefits. However, as discussed in the podcast episode featuring Danny Favreau, founder of One Less Worry, the reality is much more complex. There are various choices and considerations that can significantly impact the amount of benefits one receives, making it essential to analyze individual circumstances to maximize…

Steven England discusses retirement income plan to last a lifetime Listen to the interview on the Business Innovators Radio Network: Interview with Steven Michael England, President of Capstone Retirement, Discussing Retirement Income Plan to Last a Lifetime – Business Innovators Radio Network Steven Michael England, President of Capstone Estate Planning. The discussion centers around the importance of building a retirement income plan designed to last a lifetime. Steven highlights the evolution of retirement planning, noting the decline of traditional pensions and the prevalence of 401(k) plans, which often lack guaranteed…

Linda Jensen discusses the importance of potential tax increases. The U.S. national debt is nearing $36 trillion. The government revenue at $5 trillion barely covers expenses related to Social Security, Medicare, Medicaid, and the interest on the national debt. The balance of the shortfall budget is realized by borrowing or printing US Currency.  Congress keeps raising the debt ceiling.  Projections indicate that the national deficit will reach $892 billion by the end of the 2024 fiscal year and may rise to $1.7 trillion by December 31, 2025. This short video…