Category: Finance

James Hardin discusses why working with a mortgage broker is more beneficial than a traditional bank lender. Listen to the interview on the Business Innovators Radio Network:  https://businessinnovatorsradio.com/interview-with-james-scott-hardin-president-of-able-financial/  James says: “If you’re looking for a mortgage, working with a broker is a great way to ensure you get the best deal possible. They will work with you to find a loan that meets your needs, and provide expert guidance and support every step of the way. Contact us today to learn more about how we can help you secure the…

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Matthew Ablakan discusses how Millennials can invest in real estate to increase wealth. Listen to the interview on the Business Innovators Radio Network:  https://businessinnovatorsradio.com/interview-with-matthew-ablakan-founder-owner-of-the-millennials-choice-group/ Matthew shared: “Many millennials are looking for ways to invest their money and grow their wealth. Real estate can be a great way to do this, but it’s important to understand the ins and outs of investing in a property before taking the plunge.” A few key things to remember when considering real estate as an investment are cash flow, location, and diversification. By keeping these…

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Matthew Gallagher discusses how he helps his clients have hope and clarity in their retirement planning and creating portfolio safety. Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-matthew-gallagher-founder-of-prosperity-wealth-management/ Planning for retirement can be a complicated, intricate process. With so many important decisions to make and so many options, clients must have a resource they can count on to guide them step by step along the way. ​Whether someone is in the initial planning stages or is already retired, Matthew Gallagher can help with strategies designed to make…

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Enrico Brex discusses his approach to helping his clients create a savings plan that makes sense for a successful future.  Questions covered in this interview include: Is cash value in permanent life insurance taxable How to use permanent life insurance to pay for my child’s college tuition Is there any way to be more tax-efficient with my savings Enrico brings a fresh perspective on the lifetime tax implications of the financial decisions you are making today. Brex explained, “Taxes are one of the biggest risks to the safety of our…

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Andrew Carrillo discusses the importance of working with a financial planner who is a fiduciary. Listen to the interview on the Business Innovators Radio Network:  https://businessinnovatorsradio.com/interview-with-andrew-carrillo-president-and-founder-of-barnett-capital-advisors/ There are a lot of different financial planners out there, and it can be tough to know whom to trust. But when looking for someone who will always put a client’s best interests first, it’s essential to work with a financial planner who is a fiduciary. A fiduciary is a professional with a legal obligation to act in their client’s best interests. This means…

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Randy Kaufman talks about his Community Hero’s mortgage program. Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-randy-kaufman-senior-mortgage-loan-originator-discussing-the-1-down-mortgage/ Randy explained: “Community Hero’s Mortgage Program is a special mortgage program designed to help Community Hero’s purchase homes. The program offers a variety of benefits, including low down payment options, reduced closing costs, and flexible credit requirements. Hero’s who participate in the program can also take advantage of special financing programs that offer lower interest rates and monthly payments. The Community Hero’s Mortgage Program is available to any Community Hero…

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Sean Pahut discusses how he develops long-term personal relationships with his clients. Listen to the interview on the Business Innovators Radio Network:  https://businessinnovatorsradio.com/interview-with-sean-pahut-financial-consultant-with-montana-wealth-management-discussing-the-montana-money-mindset/ Pahut said, ” Through the pandemic, about 100,000 people moved to Montana; we noticed that financial professionals in the other state still managed their financial matters. My goal is to develop a relationship with my clients so that the rapport and trust are so high that they see the tremendous financial tools I can offer them to consider. I feel that mitigating risk is a huge need…

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Nick Bliss discusses how Clear Strategy aims to provide confidence around financial planning by utilizing its experienced advisors to create a customized plan tailored to better support their clients’ financial, family, and life goals. Whether it’s a newly empty nest, marriage, divorce, moving, a big promotion at work, aging parents, selling a business, or starting a new one…change is inevitable. Everyone wants a golden retirement. But saving for retirement is no easy task. The baby boomer generation is graying. More and more people are approaching retirement age. With Social Security’s…

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Ryan Larson discusses how he serves his clients as a Fiduciary Financial Planner. Listen to the interview on the Business Innovators Radio Network:  https://businessinnovatorsradio.com/interview-with-ryan-larson-founder-of-firstline-financial/# A fiduciary financial planner is a professional who provides clients with financial planning and investment advice. The term “fiduciary” means that the planner is bound by law to act in the client’s best interests. As a fiduciary, a financial planner must put the client’s interests first. This includes making recommendations that are in the client’s best interests and avoiding conflicts of interest. For example, a financial…

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