Latest Stories in "In The News"

Jeff Stukey With Wealthspan Advisors, Interviewed on the Influential Entrepreneurs Podcast Discussing Mitigating Risks in Retirement

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 […]

Jake Hanks, Loan Officer with Synergy One Lending, Interviewed on the Colorado Real Estate Leaders Podcast

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 […]

Sean Pahut, a Financial Consultant with Montana Wealth Management, was Interviewed on Podcast About Working with a Financial Broker vs. Financial Planning Advisor

Sean Pahut discusses how Montana Wealth Management aims to provide confidence around financial planning by utilizing their experienced advisors to create a customized plan tailored to support better 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 […]

Adolfo & Andres Rodriguez with A/R Financial Group, Interviewed on the Influential Entrepreneurs Podcast Discussing How Social Security Claiming Impacts Retirement

Adolfo & Andres Rodriguez discuss their 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 […]

Merrit Strunk, President of Momentum Financial and Insurance Services LLC, Interviewed on Podcast Discussing Challenges in Planning a Successful Retirement

Merrit Strunk discusses topics including: Certain investment vehicles that used to be thought of as having good long-term returns may have changed. Medicare does not cover Long Term Care costs Having One Big Dollar figure for retirement is a misconception – we also recommend having a goal to generate tax-free income The “Set it and […]

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