Category: Business

Listen to the interview on the Business Innovators Radio Network: Interview with Brendon Murphy, CEO and President of Compass Financial Solutions Discussing Long-Term Care Brendon Murphy, CEO and president of Compass Financial Solutions, dives into the critical topic of long-term care, discussing why many individuals underestimate their need for it. Brendon shares his personal journey into the financial services industry, which began in 2013 after meaningful conversations with his father-in-law. He reflects on his grandmother’s experience in a dementia ward, highlighting the emotional challenges and the importance of planning for…

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Brian Sirota discusses inheriting money Listen to the interview on the Business Innovators Radio Network: Interview with Brian Sirota Founder of BES Financial Discussing Inheriting Money – Business Innovators Radio Network Brian Sirota, founder of BES Financial, to discuss the intricacies of inheriting money. He explores the excitement and surprises that come with unexpected inheritances, while emphasizing the importance of making informed financial decisions. Brian advises listeners to consult with financial professionals or tax consultants to navigate potential tax implications effectively. He explains the benefits of understanding the existing holdings,…

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Brian Sirota discusses the importance of income planning Listen to the interview on the Business Innovators Radio Network: Interview with Brian Sirota Founder of BES Financial Discussing Income Planning – Business Innovators Radio Network Brian Sirota, Founder of BES Financial, to discuss the crucial topic of income planning for retirement. Brian delves into the importance of having a well-structured income plan well ahead of retirement, rather than relying on the assumption that everything will fall into place. Brian emphasizes the necessity of evaluating current expenditures and anticipating future expenses that…

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Urban Adams discusses timely tax tips for better tax preparation. Listen to the interview on the Business Innovators Radio Network: Interview with Financial Professional Urban Adams In this episode of Influential Entrepreneurs, host Mike Saunders welcomes financial professional Urban Adams to discuss timely tax tips for better tax preparation. With a focus on planning, Urban works with a diverse range of clients, primarily in the southwestern US. Tax planning is a vital aspect of a comprehensive financial strategy, and clients should take a proactive approach in gathering relevant information for…

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For many entrepreneurs and business owners, the prospect of exiting or selling their business represents a significant milestone in their career. Whether it’s stepping back to pursue other ventures or enjoying a well-earned retirement, a successful exit requires meticulous planning and execution. This critical transition can have a lasting impact not only on the owner but also on the future of the business. Experts emphasize that a well-thought-out exit strategy is essential to ensure a smooth handover, maximize value, and protect the legacy of the business. Despite this, research shows…

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Brian Sirota discusses indexed annuities Listen to the interview on the Business Innovators Radio Network: Interview with Brian Sirota Founder of BES Financial Discussing Indexed Annuities – Business Innovators Radio Network Brian Sirota, Founder of BES Financial, to discuss the world of indexed annuities. Brian shares his background, highlighting his journey from studying finance and accounting in New Jersey to becoming an equity trader in Florida. With over 35 years of experience, he reflects on the complexities and stress of trading and explains his decision to pivot towards helping clients…

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With her ME FIRST framework, the “Dementia with Dignity Champion” Jo-Anne Ross helps dementia families and caregivers to support their loved ones – and more La Salle, Manitoba (Canada).

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