Category: Business

Mehran Rad discusses the importance of market loss protection  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-mehran-rad-founder-president-of-rap-financial-discussing-market-loss-protection/  Mehran Rad discusses the importance of market loss protection in financial planning. He explains that market loss protection involves techniques to prevent a decrease in the value of investments and serves as a safety net during market volatility. Mehran emphasizes the need to align market loss protection strategies with individual risk tolerance and financial goals. He highlights the importance of considering the cost of protection and the investment timeline when…

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James Lavorgna discusses the sequence of returns and aggressive retirement planning.  Sequence of Returns risk refers to the impact that the order of investment returns can have on people’s retirement savings, especially when people start withdrawing funds. Poor returns early in retirement can significantly reduce people’s savings because they withdraw money while investments are losing value. Conversely, strong returns early on can provide a cushion for future downturns. To manage this risk, it’s important to diversify people’s investments, adjust their withdrawal amounts based on performance, and consider strategies like the…

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Paul Castner discusses Medicare Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-paul-castner-president-of-c-k-healthcare-advisors-discussing-medicare/ Paul Castner, President of C & K Healthcare Advisors, about the complexities of Medicare. Paul shares his background and personal motivation for becoming a Medicare expert, driven by his grandmother’s struggles with healthcare costs.  Paul Castner, a Medicare expert with nearly 20 years of experience, shared valuable insights on how he helps clients understand and choose the right Medicare plan. He highlighted the challenge seniors face in balancing daily expenses with healthcare costs, underscoring the…

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Corey Baker discusses the importance of the sequence of returns risk Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-corey-baker-discussing-sequence-of-returns-risk/ Retirement specialist, Corey Baker discusses the concept of sequence of returns risk. Corey breaks down the importance of understanding sequence of returns, relating it to the power of annuities in retirement planning. He shares insights into how market volatility can impact their retirement accounts and the significance of being aware of sequence of returns risk for financial security. Sequence of returns risk is a critical factor to consider…

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James Durden discusses the importance of social security  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-james-edward-durden-jr-owner-of-edward-financial-group-discussing-social-security/  James Edward Durden, Jr. from Edward Financial Group, discusses Social Security. He addresses the burning question of whether Social Security will be available when needed. He references past reports indicating the financial status of Social Security up to 2043 and explains the potential future challenges.  Social Security benefits are calculated based on the highest 35 years of earnings. The Social Security Administration reviews the earnings from the 35 years in which…

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The world of sales and marketing
is about to get a new, insightful voice with the launch of the “Sales
Mavericks & Marketing Rebels Podcast,” co-hosted by Nicholas Loise and
Marco Salinas.

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Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-chase-insogna-ceo-and-founder-of-insogna-cpa/   Chase Insogna’s firm, Insogna CPA, is distinguished by its unique focus on providing proactive advisory and tax planning services to business owners. The firm’s core mission is to bridge the gap between a traditional bookkeeper and a separate tax person, offering a comprehensive approach to proactive advisory with business owners.  Insogna CPA’s proactive approach involves real-time communication with clients, enabling timely responses and strategic decision-making. By emphasizing continuous communication and collaboration between their accountants and tax professionals, the firm…

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James Durden discusses tax-free retirement   Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-james-edward-durden-jr-owner-of-edward-financial-group-discussing-living-a-tax-free-retirement/  Positioning assets in various tax-efficient strategies for a tax-free retirement is a crucial step in safeguarding income and assets from the impact of taxes, James Durden Jr., the owner of Edward Financial Group. Durden stressed the importance of recognizing how taxes can affect one’s portfolio, living standards, and assets passed on to beneficiaries. By strategically allocating assets to tax-efficient vehicles, individuals can mitigate the negative effects of taxes on their retirement savings.  One highlighted…

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