Tom Rutkowski, President of Innovative Retirement Strategies Discussing Using Life Insurance for Retirement Planning, Interviewed on Influential Entrepreneurs Podcast

Tom Rutkowski discusses using life insurance for retirement planning. Questions covered in this interview include: Why choose Life Insurance instead of annuities or other assets? Are these policies the same as I might use to insure my spouse? Does it take years to accumulate cash value in a whole life policy, and is the return on life insurance low relative…

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Mark MacDonald, President of Physicians Financial Health, Interviewed on the Influential Entrepreneurs Podcast Discussing Tax Mitigation Strategies

Mark MacDonald discusses how Physicians and other high income, and net worth individuals can take control of their taxes by utilizing tax-incentives inside the IRS tax code. In the interview, Mr. MacDonald discusses how Physicians and other high income, and high net worth individuals can reduce taxes on their current and future income, investments and estates utilizing a variety of…

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Shaun Clearwater, CEO of Aspen Creek Financial, Interviewed on the Influential Entrepreneurs Podcast Discussing Tax Mitigation Strategies

In this interview, Shaun Discusses His Approach to Helping His Clients with Financial Planning and Retirement Using Life Insurance. Because deferring taxes is not better than paying taxes now, he feels that placing money into a specialized account in a permanent life insurance policy provides spectacular benefits. This provides liquidity so one can access their funds while also providing tax-free…

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Canada’s Tax Fairy Godmother Uniquely Qualified To Understand The Money Fears Of Canadians With Ten Years Of Unfiled Tax Returns, Self-Employed, And ADHD or CRA Anxiety

It’s surprisingly common in Canada for people to fall ten or more years behind on filing their taxes, according to Debbie Horovitch, a virtual tax professional based in Toronto, who has worked with more than 300 people in two years.

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Berj Arakelian, Area Sales Manager with CMG Home Loans, Interviewed on the Influential Entrepreneurs Podcast, Discussing Unique Loan Options for Investors

Berj Arakelian discusses loan options for real estate investors. Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-berj-arakelian-area-sales-manager-with-cmg-home-loans-discussing-unique-loan-options-for-investors/   A few different types of mortgage loan options are available to real estate investors. The most common type of loan is the conventional mortgage loan, typically used to purchase primary residences. However, investment property loans are also available for those…

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Andrew Carrillo, President and Founder of Barnett Capital Advisors, Interviewed on the Influential Entrepreneurs Podcast, Discussing Asset Allocation in Retirement Portfolios

Andrew Carrillo discusses the importance of working with a financial planner who is a fiduciary. Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-andrew-carrillo-president-and-founder-of-barnett-capital-advisors-discussing-asset-allocation-in-retirement-portfolios/ Asset allocation is one of the most important decisions that investors make; it is also one of the most difficult. Asset allocation involves dividing an investment portfolio among asset classes, such as stocks, bonds, and…

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James “Scott” Hardin, President of Able Financial, Interviewed on the Colorado Real Estate Leaders Podcast

James Hardin discusses why working with a mortgage broker is more beneficial than a traditional bank lender. Listen to the interview on the Business Innovators Radio Network:  https://businessinnovatorsradio.com/interview-with-james-scott-hardin-president-of-able-financial/  James says: “If you’re looking for a mortgage, working with a broker is a great way to ensure you get the best deal possible. They will work with you to find a…

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Matthew Ablakan, Founder & Owner of the Millennial’s Choice Group, Interviewed on the Influential Entrepreneurs Podcast

Matthew Ablakan discusses how Millennials can invest in real estate to increase wealth. Listen to the interview on the Business Innovators Radio Network:  https://businessinnovatorsradio.com/interview-with-matthew-ablakan-founder-owner-of-the-millennials-choice-group/ Matthew shared: “Many millennials are looking for ways to invest their money and grow their wealth. Real estate can be a great way to do this, but it’s important to understand the ins and outs of…

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