Latest Stories in "In The News"

Ron Cook Jr., Owner of RC Wealth Advisors, Interviewed on the Influential Entrepreneurs Podcast Discussing A Simple Retirement Strategy

Ron Cook Jr. discusses a simple and secure retirement strategy.  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-ron-cook-jr-owner-of-rc-wealth-advisors-discussing-a-simple-retirement-strategy/ In this episode, the guest, Ron, emphasizes the significance of seeking professional guidance when making financial decisions, especially in retirement planning. Ron highlights the potential risks of attempting to navigate the complexities of retirement […]

Pete Mussoni, Founder of Income Security Associates, Interviewed on Podcast Discussing Choosing A Financial Professional For A Retirement Plan

Pete Mussoni discusses how to choose a financial professional to help with retirement planning.  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-pete-mussoni-founder-of-income-security-associates/ Retirement planning can seem like an overwhelming task. There are so many pieces of the puzzle that need to be carefully considered and planned in order to ensure a successful […]

John Martin, with Compass Wealth Strategies Interviewed on the Influential Entrepreneurs Podcast Discussing Business Tax Strategies

John Martin discusses Business Tax Strategies: Increasing Income and Lowering Expenses. Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-john-martin-with-compass-wealth-strategies-discussing-business-tax-strategies/ Clients can achieve a close to zero percent tax bracket in retirement. John Martin emphasizes the importance of having the right amounts in tax-deferred, taxable, and tax-free accounts to contribute to this goal. […]

Gary Scofield, Founder of Mansfield Financial Strategies, Interviewed on the Influential Entrepreneurs Podcast Discussing Long-Term Care Insurance

Gary Scofield discusses the complexities of long-term care insurance.  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-gary-scofield-founder-of-mansfield-financial-strategies-discussing-long-term-care-insurance/ In the episode, Mike Saunders and Gary Scofield explore alternative ways to pay for long-term care. One option discussed is the use of hybrid life insurance policies or annuities. With a hybrid life insurance policy, […]

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