Latest Stories in "In The News"

Bob Chitrathorn, Co-Founder of Simplified Wealth Management, Interviewed on the Influential Entrepreneurs Podcast Discussing Social Security Claiming Options

Bob Chitrathorn discusses tips on claiming social security. Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-bob-chitrathorn-co-founder-of-simplified-wealth-management-discussing-social-security-claiming-options/ Social Security is an important retirement benefit that many people rely on as a major source of income during their golden years. However, with so many different options and rules surrounding Social Security, it can be […]

Dan Brooks, Founder of Xexis Private Wealth, Interviewed on the Influential Entrepreneurs Podcast Discussing The E.A.S.E. Planning Process.

Dan Brooks discusses the E.A.S.E planning process: simplifying the complexities of finance.  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-dan-brooks-founder-of-xexis-private-wealth-discussing-the-e-a-s-e-planning-process/ In this episode, Dan Brooks shares a personal experience that motivated him to enter the financial services industry. He witnessed his father’s financial difficulties due to poor advice from a stockbroker, which […]

Chandra Herman, Realtor with BrightCO Home Group, Interviewed on the Elite Real Estate Leaders Podcast.

Chandra Herman discusses insights into navigating the real estate market  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-chandra-herman-realtor-with-brightco-home-group/  The episode delves into the dynamic nature of the real estate market, highlighting how strategies that were effective in the past may not be applicable in the future. Chandra Herman emphasizes that what worked […]

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