Category: Finance

Jeff Stukey & Jay Olshansky discuss their approach to helping clients 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-jay-olshansky-ph-d-with-of-wealthspan-advisors-discussing-how-aging-science-impacts-retirement/   Wealthspan Advisors is a company that came into being because two scientists in the field of longevity study joined forces with two experienced financial advisors with a vision of helping people realize their most significant wealth and health by being aware of both and the impact each has on the other. By introducing aging science…

Read More

In the interview, Dennis discusses his proprietary strategy to locate money for business owners that they qualify for from the government but may not know how to apply for access. Listen to the interview on the Business Innovators Radio Network   https://businessinnovatorsradio.com/interview-with-dennis-bays-president-of-the-americore-group-discussing-tax-incentives-for-business-owners/ Bays commented, ” If you’re a business owner, there’s a good chance you’re missing out on some government rebates and incentives. So if you’re looking to save money on your taxes, it pays to do a little research and see what rebates and incentives are available to you. You…

Read More

Christina Lael discusses how she helps entrepreneurs reduce their taxes while growing their businesses. Listen to the interview on the Business Innovators Radio Network:  https://businessinnovatorsradio.com/interview-with-christina-lael-tax-attorney-with-freedom-tax-plans-discussing-the-correct-way-to-set-up-business-entity-for-maximum-tax-savings/ When it comes to taxes, there are many things that entrepreneurs need to keep in mind. However, they can save themselves a lot of money in the long run by taking some simple steps when setting up their business entity. Here are some top tips for entrepreneurs to consider when setting up their business entity to save the most in taxes: Incorporate the business. This…

Read More

Todd explained, “When it comes to retirement planning, a family office can provide a wealth of support and resources. From helping to develop a personalized financial plan to coordinating with other professionals, a family office can be valuable in ensuring a comfortable retirement. We understand that retirement planning is an important part of overall financial planning. Our team works closely with each client to create a personalized retirement plan that considers all aspects of their financial situation. We consider investment portfolio, income sources, and spending goals to create a comprehensive…

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 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…

Read More

Todd explained, “One of the biggest financial decisions you will make in your lifetime is how to plan for retirement. There are many factors to consider, including when to retire, how much money you will need to support yourself, and how to generate income during retirement. Another important factor is taxes.”  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-todd-smith-cfp-president-ceo-of-level-5-financial-discussing-how-retirement-income-and-tax-planning-are-different/ Many people think that retirement planning and tax planning are the same, but some essential differences exist. Here’s a look at how retirement income and tax planning are…

Read More

Heart-Centered Financial Services Professional LinLi Wang was the featured guest on Influencers Radio with Jack Mize.

Read More

Todd Smith discusses his mission to impact and improve his clients’ financial lives – both personally and professionally. Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-todd-smithcfp-president-ceo-of-level-5-financial-discussing-the-retirement-resource-center/ When planning for retirement, there are a few key things to remember. Here are the top tips: – Start saving early: The sooner one starts saving for retirement, the better. Even if they can only save a little bit each month, it will add up over time. – Invest wisely: Choosing the right investments is crucial for a comfortable retirement. Work…

Read More

Adolfo & Andres Rodriguez discuss their approach to helping clients 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-adolfo-andres-rodriguez-with-a-r-financial-group-discussing-tax-mitigation-for-retirement/ Rodriguez says, “We have extensive experience and knowledge in the products we offer and the expertise to use those products to provide maximum benefit and protection to our clients. Our commitment and desire are to establish trust and a long-lasting relationship with our clients. This commitment has served us well throughout the years. We take pride in…

Read More