Rexford Cattanach discusses the importance of business succession planning Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-rexford-cattanach-president-of-keats-group-discussing-business-succession-planning/ Rexford Cattanach, President of Keats Group, on the topic of business succession planning. Rexford shares his journey from Deloitte Consulting to specializing in acquisitions and compensation planning. He emphasizes the importance of implementing successful plans and how his background in management consulting has helped him in the financial services industry. Succession planning is a critical aspect of business ownership often overlooked or pushed aside by many business owners. In a…

David Smart discusses the importance of ensuring a lifetime income   Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-david-smart-ceo-of-smart-benefit-group-discussing-ensuring-a-lifetime-income/ David Smart, CEO of Smart Benefit Group, discusses the importance of ensuring a lifetime income for retirement. David explains that lifetime income, like a Social Security check, provides a reliable source of funds that one can count on every month. They delve into strategies to help clients achieve sustainable income that they can never outlive, filling the gap often present in retirement planning.  Lifetime income is a critical component…

Jennifer Surmacz discusses the benefits of next-gen estate planning software Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-jennifer-surmacz-founder-of-posterity-legal-discussing-nextgen-estate-planning-software/  Next-gen estate planning software, revolutionizes the way estate plans are created and managed compared to traditional paper-based methods. Here are some key points to expand on this topic: Efficiency: Traditional law firms often draft estate planning documents on paper, leading to a time-consuming process. However, next-gen software streamlines this process by generating PDF documents that can be easily edited and updated. Accessibility: One of the significant advantages of next-gen…

Robyn Riedlinger is bringing her signature program, “Your Signature Talk”, to Las Vegas on September 26, 2024, as part of The Power of Voice 2024 Live Event, where thought leaders and entrepreneurs will gather to elevate their public speaking and business impact.

Chris Patterson discusses tips and strategies for tax planning Listen to the interview on the Business Innovators Radio Network: Interview With Chris Patterson, Retirement Income Strategist Discussing Tax Risk – Business Innovators Radio Network Strategic tax planning is a crucial aspect of retirement planning that can help individuals mitigate taxes and secure their financial future. Chris Patterson discusses the importance of understanding and managing tax risk is highlighted as a key component of retirement planning.  Mike Saunders and Chris Patterson, a financial advisor discuss the likelihood of tax rates increasing…

Paul Castner discusses maximizing your retirement savings Listen to the interview on the Business Innovators Radio Network: Interview with Paul Castner President of C & K Healthcare Advisors Discussing Retirement Planning – Business Innovators Radio Network Starting retirement planning early in life is crucial to maximize growth potential and ensure financial stability in retirement. As Paul Castner shared, individuals in their twenties and thirties have the best opportunity to be aggressive with their investments. By investing heavily in products tied to the market with a higher risk tolerance during this…

Bill Mcdowell discusses Roth conversion Listen to the interview on the Business Innovators Radio Network: Interview with Bill McDowell, President of The McDowell Agency Discussing Roth Conversions – Business Innovators Radio Network Mike Saunders and Bill McDowell discuss Roth conversions. Bill explains that Roth conversions are not a way to avoid taxes but rather a way to have control over when and how you pay them. By doing a Roth conversion, people can determine the exact dollar amount people will pay in taxes. This strategy allows people to plan for…