Category: Business

Danny Favreau discusses Teacher 403(b) plans  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-danny-favreau-with-one-less-worry-discussing-teacher-403b-plans/  403(b) plans are retirement savings vehicles primarily designed for educators, healthcare professionals, and employees of certain nonprofit organizations. While they share similarities with the more widely known 401(k) plans, significant differences can impact the financial well-being of participants.  One of the most critical drawbacks of 403(b) plans is the potential for higher fees compared to 401(k) plans. According to Danny Favreau, founder of One Less Worry, many educators are unaware of the fees…

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Pete Tychsen discusses the importance of time bucketing in retirement   Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/pete-tychsen-president-and-founder-of-preservation-financial-group-discussing-time-bucketing-in-retirement/ Pete Tychsen, president and founder of Preservation Financial Group, to discuss the innovative concept of time bucketing in retirement. Pete emphasizes the importance of structuring one’s time during retirement to enhance enjoyment and fulfillment. He references Bronnie Ware’s book, The Top Five Regrets of the Dying, highlighting key regrets from those nearing the end of life. The first regret reflects a desire for authenticity, as many wish they had lived…

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Pete Tychsen discusses having a retirement income plan in writing  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/pete-tychsen-president-and-founder-of-preservation-financial-group-discussing-having-a-retirement-income-plan-in-writing/ Pete Tychsen, the president and founder of Preservation Financial Group. They discuss the importance of having a retirement income plan in writing, emphasizing that while knowledge is powerful, it needs to be put into action to be truly effective. Pete shares a compelling analogy about climbing Mount Everest, illustrating that the goal of a retirement plan isn’t just about reaching financial milestones, but also about ensuring a safe and…

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Kimberly Jamieson discusses how essential comprehensive financial planning is for physicians, who face unique financial challenges and opportunities due to the demand and dynamics of their profession. Here’s why it matters so much and how it can support a physician’s financial well-being at every career stage.  Many physicians begin their careers with significant student debt from medical school, which can delay their financial milestones compared to other professionals. Comprehensive planning provides a strategy to manage and pay down this debt efficiently while balancing other goals, such as purchasing a home…

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Ron Roberts discusses highlights of longevity planning for retirement  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-ron-roberts-founder-and-ceo-of-roberts-retirement-group-discussing-longevity-planning-for-retirement/   Ron Roberts, founder and CEO of Roberts Retirement Group, about the essential topic of longevity planning in retirement. With over 35 years of experience in financial services, Ron shares his journey into the industry, sparked by a friend’s success in financial planning. The conversation delves into the importance of adapting retirement strategies to account for increasing life expectancies, emphasizing how better health and lifestyle choices contribute to longer lives.  …

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“The Diabetes Destroyer” Stephen Leggett’s program helps entrepreneurial dads and high-performing professionals with type 2 diabetes

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Pete Tychsen discusses the importance of a balanced retirement strategy   Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/pete-tychsen-president-and-founder-of-preservation-financial-group-discussing-a-balanced-retirement-strategy/ Pete Tychsen, president and founder of Preservation Financial Group, discusses the importance of having a balanced retirement strategy. Pete shares his journey into the financial services industry, which began after graduating from Florida State University in 1986. With a passion for helping individuals manage their finances and prepare for retirement, Pete introduces his innovative three-bucket strategy designed to create a well-rounded retirement plan.   A balanced retirement strategy is…

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Steven England discusses estate planning for retirement Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-steven-michael-englandpresident-of-capstone-retirement-discussing-estate-planning-for-retirement/ Steven Michael England, president of Capstone Estate Planning, to discuss the crucial topic of estate planning for retirement. They explore the common misconceptions surrounding retirement planning, emphasizing the importance of looking beyond just accumulating wealth to consider legacy and estate planning. Steven defines estate planning as the process of distributing your estate upon incapacitation or death, highlighting the necessity of legal documents like wills or trusts to ensure your loved ones are…

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