Category: Finance

Matthew Gallagher discusses how he helps his clients have hope and clarity in their retirement planning and creating portfolio safety. Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-matthew-gallagher-founder-of-prosperity-wealth-management/ Planning for retirement can be a complicated, intricate process. With so many important decisions to make and so many options, clients must have a resource they can count on…

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Enrico Brex discusses his approach to helping his clients create a savings plan that makes sense for a successful future.  Questions covered in this interview include: Is cash value in permanent life insurance taxable How to use permanent life insurance to pay for my child’s college tuition Is there any way to be more tax-efficient with my savings Enrico brings…

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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/ There are a lot of different financial planners out there, and it can be tough to know whom to trust. But when looking for someone who will always put a client’s best interests first,…

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Randy Kaufman talks about his Community Hero’s mortgage program. Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-randy-kaufman-senior-mortgage-loan-originator-discussing-the-1-down-mortgage/ Randy explained: “Community Hero’s Mortgage Program is a special mortgage program designed to help Community Hero’s purchase homes. The program offers a variety of benefits, including low down payment options, reduced closing costs, and flexible credit requirements. Hero’s who participate…

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Sean Pahut discusses how he develops long-term personal relationships with his clients. Listen to the interview on the Business Innovators Radio Network:  https://businessinnovatorsradio.com/interview-with-sean-pahut-financial-consultant-with-montana-wealth-management-discussing-the-montana-money-mindset/ Pahut said, ” Through the pandemic, about 100,000 people moved to Montana; we noticed that financial professionals in the other state still managed their financial matters. My goal is to develop a relationship with my clients so…

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Nick Bliss discusses how Clear Strategy aims to provide confidence around financial planning by utilizing its experienced advisors to create a customized plan tailored to better support their clients’ financial, family, and life goals. Whether it’s a newly empty nest, marriage, divorce, moving, a big promotion at work, aging parents, selling a business, or starting a new one…change is inevitable.…

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Ryan Larson discusses how he serves his clients as a Fiduciary Financial Planner. Listen to the interview on the Business Innovators Radio Network:  https://businessinnovatorsradio.com/interview-with-ryan-larson-founder-of-firstline-financial/# A fiduciary financial planner is a professional who provides clients with financial planning and investment advice. The term “fiduciary” means that the planner is bound by law to act in the client’s best interests. As a…

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Partners Advantage – A Gallagher Company is one of the largest independent life insurance wholesale brokerage operations in the country representing more than 50 of the top-rated insurance carriers in the nation. With offices operating in Iowa and California and employees working remotely in the U.S., they offer a diverse and comprehensive mix of individual products––including annuities, life insurance and…

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Jeff Stukey discusses his approach to helping his clients create a savings plan that makes sense for a successful future based on his proprietary “aging science” approach, which impacts longevity. Listen to the interview on the Business Innovators Radio Network  https://businessinnovatorsradio.com/interview-with-jeff-stukey-with-wealthspan-advisors-discussing-mitigating-risks-in-retirement/ Many people think that retirement planning and tax planning are the same, but some essential differences exist. When it…

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Jake Hanks discusses how he helps people realize the dream of home ownership. Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-jake-hanks-loan-officer-with-synergy-one-lending/ When buying a home, the first step is to get pre-qualified or pre-approved for a mortgage. But there is a difference between the two. Pre-qualification is a simple process that estimates how much someone could borrow…

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