Category: News

Dan Brooks, Founder of Xexis Private Wealth, Interviewed on the Influential Entrepreneurs Podcast Discussing The Tax Implications of Large Retirement Accounts

Phil Faris

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…

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Brad Hancock, Associate Broker with You 1st Realty, Interviewed on the Elite Real Estate Leaders Podcast

Phil Faris

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…

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Dan Brooks, Founder of Xexis Private Wealth, Interviewed on the Influential Entrepreneurs Podcast Discussing Understanding Critical Concerns of Retirement Planning

Phil Faris

Dan Brooks discusses critical concerns of 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-understanding-critical-concerns-of-retirement-planning/ Retirement planning is a crucial aspect of financial management that can be overwhelming for many individuals. In a podcast episode featuring Dan Brooks, founder of Xexis Private Wealth, the complexity of retirement planning was discussed. Dan emphasized the importance of seeking guidance from a professional in retirement planning, especially for those with complex financial situations. Dan highlighted that retirees often face a multitude of decisions, including Social Security, tax planning, estate…

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Joyce Palmer, Founder and President of JP Financial Group, Interviewed on the Influential Entrepreneurs Podcast Discussing Guaranteed Income for Women In Retirement

Phil Faris

Joyce Palmer discusses empowering women through guaranteed income in retirement.  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-joyce-palmer-founder-and-president-of-jp-financial-group-discussing-guaranteed-income-for-women-in-retirement/ Guaranteed income in retirement provides stability and peace of mind, especially for women who may face unique financial challenges. In a podcast episode featuring Joyce Palmer, the founder and president of JP Financial Group, she emphasized the importance of guaranteed income as a financial safety net in retirement. Joyce highlighted that guaranteed income offers a steady stream of income that individuals can rely on regardless of market fluctuations or…

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