Category: News

Rexford Cattanach discusses working with CPAs on business succession  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-rexford-cattanach-president-of-keats-group-discussing-working-with-cpas-on-business-succession/ Rexford Cattanach, president of Keats Group, to discuss the essential role CPAs play in business succession planning. Rexford shares insights on how he collaborates with CPAs to enhance their services for business owner clients. He emphasizes the importance of their trust advisory relationship as beneficial to initiating succession planning discussions and business approaches from shared direct involvement to done-for-you specialized expertise. Rexford reflects on his early career experiences at Deloitte,…

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Arica Andreatta Discusses What advice can be given to someone who wants to buy or sell a home in rural Southern Colorado? Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-arica-andreatta-owner-broker-code-of-the-west-real-estate/ Expert Advice for Prospective Home Buyers and Sellers in Rural Southern Colorado Rural Southern Colorado, known for its breathtaking landscapes and close-knit communities, presents unique opportunities and challenges for those considering buying or selling homes in the region. As the area’s real estate market continues to evolve, understanding the nuances of rural living and property transactions is…

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Luke Harrison discusses building your retirement strategy Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-luke-harrison-with-olin-associates-discussing-retirement-planning/ Retirement planning is a crucial aspect of financial health that often gets overlooked, especially by younger individuals who may feel that retirement is a distant concern. However, Luke Harrison, a retirement planning expert expressed that the importance of starting retirement planning as early as possible cannot be overstated. Luke explores the reasons why early retirement planning is beneficial, the strategies to implement, and the mindset needed for effective financial preparation. One of…

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Paul Castner discusses niche markets Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-paul-castner-president-of-c-k-healthcare-advisors-discussing-niche-markets/ Paul Castner, president of C & K Healthcare Advisors, to delve into the often-overlooked niche markets within healthcare, particularly focusing on Medicare plans. Paul reveals valuable insights about the Silver Sneakers Tuition Rewards Program, a benefit that many Medicare recipients may not be aware of. He discusses how this program has been around for several years but remains under the radar due to a lack of education among agents and clients alike. The Silver…

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Rexford Cattanach discusses the value of tax planning for high-net-worth clients Listen to the interview on the Business Innovators Radio Network: Interview with Rexford Cattanach, President of Keats Group Discussing Tax Planning for High Net Worth Clients – Business Innovators Radio Network Rexford Cattanach, president of Keats Group, discusses the importance of approaching wealth management with an asset protection mindset ─ with taxes being the largest creditor and risk for high-net-worth clients. The conversation delves into the benefits of specific tax and estate planning strategies during both the accumulation and…

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Brian Wilbur discusses how to use a reverse mortgage in retirement planning?   Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-brian-wilbur-co-founder-of-bingo-reverse-mortgage/ In an effort to address the growing financial challenges faced by retirees, experts are increasingly highlighting the potential benefits of incorporating a reverse mortgage into comprehensive retirement planning. With rising living costs and longer life expectancies, reverse mortgages offer a strategic avenue for retirees to enhance their financial security while remaining in their homes.  A reverse mortgage allows homeowners aged 62 and older to convert part of…

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