Category: Finance

Patrick Anderson discusses how tax planning impacts retirement income planning. Listen to the interview on the Business Innovators Radio Network:  https://businessinnovatorsradio.com/interview-with-patrick-anderson-president-of-unifirst-financial-tax-consultants/ Patrick explained: “When it comes to tax planning for retirement income, one of the most important factors to consider is how taxes will impact the overall retirement plan. Taxes can significantly affect the amount of money someone has available…

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Jeffrey Stevens announces a new publication his firm has come out with to educate pre-retirees on Social Security claiming options. Stevens says, “At Preferred Retirement Strategies, we help our valued clients develop a clear understanding of their Social Security benefits and educate them on the right time to start accepting their benefits. Delaying your benefit may potentially increase your benefit…

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Elizabeth Kinsey discusses the differences between mortgage Buydown vs. ARM Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-elizabeth-kinsey-loan-originator-with-prime-lending/  An Adjustable-Rate Mortgage (ARM) is a home loan with an interest rate that can change over time. The changes in the interest rate are tied to an index, such as the Secured Overnight Financing Rate (SOFR) which is used…

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Don Plotsky discusses how a portfolio allocation to Specialty Finance can enhance portfolio performance, reduce risk, and create Predictable Income. Listen to the interview on the Business Innovators Radio Network:  https://businessinnovatorsradio.com/interview-with-don-plotsky-co-founder-of-alternative-income-solutions-discussing-predictable-income-with-specialty-finance/# Specialty Finance involves using various strategies to create a steady stream of income that can be counted on every month, with low volatility and little or no correlation to…

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Tom Rutkowski discusses the innovative concept of Private Banking. Questions covered in this interview include: What exactly is private banking? So which is better, whole life or IUL? I heard IUL is riskier. Is that true? Listen to the interview on the Business Innovators Radio Network:  https://businessinnovatorsradio.com/interview-with-tom-rutkowski-president-of-innovative-retirement-strategies-discussing-private-banking/ Tom explained: “A maximum overfunded life insurance policy is a type that allows…

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Listen to the interview on the Business Innovators Radio Network:  https://businessinnovatorsradio.com/interview-with-eunicia-peret-ceo-and-founder-of-the-empowered-financial-planner/ Many business owners don’t think about exit planning until it’s too late. They may not have a succession plan in place or have thought about how they will sell or exit their business. This can be a big mistake, as it can leave them with less money than they…

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Kelley Pyles discusses her 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 the interview on the Business Innovators Radio…

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Josh Millang discusses how taxes impact retirement. Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-josh-d-millang-president-of-retirement-protectors-discussing-how-taxes-impact-retirement/ Taxes are a significant factor to consider when creating a retirement plan. Paying taxes on income can significantly reduce the amount of money available for retirement savings. It is essential to understand how taxes can impact people’s plans and make adjustments accordingly.…

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Josh Millang discusses how social security claiming impact retirement. Listen to the interview on the Business Innovators Radio Network:  https://businessinnovatorsradio.com/interview-with-josh-d-millang-president-of-retirement-protectors-discussing-how-social-security-claiming-impacts-retirement/ When deciding when to claim Social Security, it is crucial to understand the impact that this decision will have on retirement. Different claiming strategies, such as delaying or changing benefits, may affect the total lifetime Social Security benefit and other…

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