Category: Finance

Partners Advantage – A Gallagher Company is one of the largest independent life insurance wholesale brokerage operations in the country representing more than 50 of the top-rated insurance carriers in the nation. With offices operating in Iowa and California and employees working remotely in the U.S., they offer a diverse and comprehensive mix of individual products––including annuities, life insurance and linked benefits––to independent financial professionals, agencies and institutions across the United States. They support a broad distribution footprint ranging from independent agents, broker dealers, RIAs, to other large insurance marketing…

Read More

Jeff Stukey discusses his approach to helping his clients create a savings plan that makes sense for a successful future based on his proprietary “aging science” approach, which impacts longevity. Listen to the interview on the Business Innovators Radio Network  https://businessinnovatorsradio.com/interview-with-jeff-stukey-with-wealthspan-advisors-discussing-mitigating-risks-in-retirement/ Many people think that retirement planning and tax planning are the same, but some essential differences exist. When it comes to retirement income, there are three main sources: Social Security, pensions, and savings. And each one is taxed differently. Here’s a look at how retirement income and tax planning…

Read More

Jake Hanks discusses how he helps people realize the dream of home ownership. Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-jake-hanks-loan-officer-with-synergy-one-lending/ When buying a home, the first step is to get pre-qualified or pre-approved for a mortgage. But there is a difference between the two. Pre-qualification is a simple process that estimates how much someone could borrow based on their financial information. Pre-approval is a more in-depth process that gives a more accurate idea of how much people can borrow. If someone is starting the home buying…

Read More

Sean Pahut discusses how Montana Wealth Management aims to provide confidence around financial planning by utilizing their experienced advisors to create a customized plan tailored to support better 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. Listen to the interview on the Business Innovators Radio Network:  https://businessinnovatorsradio.com/interview-with-sean-pahut-financial-consultant-with-montana-wealth-management-discussing-working-with-a-financial-broker-vs-financial-planning-advisor/ A financial broker is someone who helps clients buy or sell financial products. They work with various financial…

Read More

Adolfo & Andres Rodriguez discuss their approach to helping clients create a savings plan that makes sense for a successful future. Social Security is a necessary part of a comprehensive retirement income strategy; there are important considerations before claiming early. Working with a financial professional is crucial in coordinating three types of benefits. Listen to their podcast interview on the Business Innovators Radio Network https://businessinnovatorsradio.com/interview-with-adolfo-andres-rodriguez-with-a-r-financial-group-discussing-how-social-security-claiming-impacts-retirement/  Rodriguez says, “By combining the proper social security claiming strategy, the judicial use of annuities within qualified plans, a partial Roth conversion tactic, a properly…

Read More

Merrit Strunk discusses topics including: Certain investment vehicles that used to be thought of as having good long-term returns may have changed. Medicare does not cover Long Term Care costs Having One Big Dollar figure for retirement is a misconception – we also recommend having a goal to generate tax-free income The “Set it and forget it” asset allocation in a retirement portfolio is potentially a mistake. Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-merrit-strunk-founder-of-momentum-financial-insurance-services-discussing-challenges-in-planning-a-successful-retirement/ According to a U.S. Department of Health and Human Services study, 70%…

Read More

Jeff Stukey & Kirk Ashburn discuss their approach to helping couples create a savings plan that makes sense for a successful future. Listen to the interview on the Business Innovators Radio Network –   https://businessinnovatorsradio.com/interview-with-jeff-stukey-kirk-ashburn-co-founders-of-wealthspan-advisors-discussing-financial-planning-for-couples/ Whether they realize it or not, many investors find themselves unprepared regarding their financial future and well-being. In working with hundreds of financial advisors and clients over the last 20 years, they have found that traditional methods in financial planning are often based on a series of assumptions, specifically when it comes to overall health and…

Read More