Day: March 20, 2025

Dan Hill discusses tax-free retirement solutions Listen to the interview on the Business Innovators Radio Network: Dan Hill, CFP®, AIF® CEO & Founder Hill Wealth Strategies Discussing Tax-Free Retirement Solutions Dan Hill, CEO and founder of Hill Wealth Strategies, to discuss tax-free retirement solutions. Dan emphasizes the importance of tax planning over tax preparation, highlighting how a forensic analysis of tax returns can reveal opportunities that traditional tax preparers might overlook. Listeners will gain insights into how to effectively strategize their retirement plans with a focus on minimizing tax liabilities.…

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Erich Castillo discusses Building a Reliable Retirement Income Plan-Part 1 Listen to the interview on the Business Innovators Radio Network: Interview with Erich Castillo, Founder of Cornerstone Wealth Management-Building a Reliable Retirement Income Plan-Part 1  Erich Castillo, founder of Cornerstone Wealth Management, for the first part of a two-part series focused on building a reliable retirement income plan. Erich emphasizes the importance of establishing clear goals and identifying the target number necessary for meeting expenses and lifestyle needs in retirement. He highlights the necessity of having a financial professional guide…

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