Category: Finance

Bob Chitrathorn Discusses His Approach to Helping His Clients with Financial and Retirement Literacy. Bob provides personalized wealth planning services tailored to each client, including investment planning, distribution strategies for retirement income, estate-conservation planning, and risk-management analysis. While other digital investing solutions offer online investment management, most don’t include a direct personal relationship with a dedicated financial advisor. Simplified Wealth Management is dedicated to helping its clients reach their goals, helping to guide them through the investing process. Tune in for the interview on iTunes, Stitcher, iHeartRadio, and the Business…

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Merrit Strunk discusses his book which advises on working towards a retirement that works for you. The largest transition to retirement in U.S. history is happening right now and it’s critical to make decisions that will lead to a retirement that works for you. Listen to the interview on the Business Innovators Radio Network:  https://businessinnovatorsradio.com/interview-with-merrit-strunk-founder-of-momentum-financial-insurance-services-author-of-your-retirement-unbroken/# Merrit says: “The disturbing reality is that for many Americans, their Retirement may already be broken if they don’t make the needed critical changes now. This book’s mission is to sound the wake-up call to…

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Walt Wilson discusses the key elements that deplete retirement assets: Taxation Depreciation Inflation Government Regulation Volatility Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-charles-walt-wilson-retirement-strategist-discussing-permanent-life-insurance-strategy-for-stretching-your-retirement-funds/ Several strategies can be used to make retirement funds last longer. One such method is to use permanent life insurance to supplement income. Permanent life insurance policies have a death benefit paid out to beneficiaries upon death. This death benefit can help cover expenses such as funeral costs and outstanding debts, or it can provide a financial cushion for your loved ones. In…

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The Inspired Business Leaders Podcast is a series of interviews with top business professionals empowering listeners to understand the current business climate and the successes and struggles other business professionals have overcome. “We are excited to launch this new podcast and provide our listeners with insights from some of the top business leaders out there,” said Nick Bour, Founder, and CEO of Inspire Wealth. “These leaders have achieved great things in their careers, and we believe their stories will inspire others to reach for their success. The podcast will feature…

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Judy Carlson discusses why it is so important to understand your “lifetime” tax liability. Questions covered in this interview include: What is one of the most significant risks to the safety of our money, especially once wealth decumulation starts? Why have taxes become such a big issue in retirement? What has transpired over the past 40 years? Why are Americans paying so much in taxes during the years in which they are no longer “earning income” and even more so as they get closer and closer to life expectancy? Why…

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Judy Carlson discusses how to use “Safe Money” strategies to protect families financially. Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-judy-carlson-fee-based-fiduciary-financial-professional-discussing-investments-vs-insurance-for-wealth-accumulation/ Judy explained, “It wasn’t until I had been in the financial services business for 30 years that I discovered this strategy – building wealth with cash accumulation life insurance! Most people are familiar with the “Investment” side of retirement planning, which is what most people do with their money. However, the “Insurance” or “Safe Money” side  includes multiple benefits not found on the Investment side of…

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