Latest Stories in "In The News"

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 […]

Jamie Patrick, Realtor with Team Patrick of the Fox Group Compass, Interviewed on the Colorado Real Estate Leaders Podcast

Jamie discusses a uniquely relational approach to helping her clients buy or sell their homes. Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-jamie-patrick-realtor-with-team-patrick-of-the-fox-group-compass/ Jamie doesn’t just love real estate; she loves people. She builds trust and relationships with every client and loves to learn what drives and motivates them. Buying and selling […]

Awards Ceremony Recognises Achievements in Public Speaking

Entrepreneurs and coaches who have embraced public speaking will have their achievements recognised in a prestigious award ceremony this month. The Professional Speakers Academy is holding its annual awards at Under The Bridge, a stylish venue at Chelsea Football Club, on Sunday, September 25. Around 180 people will be attending the event with more than […]

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