Latest Stories in "In The News"

Todd Smith, CFP®, President of Level 5 Financial Interviewed on Podcast Discussing Retirement Planning Within the Context of a Family Office

Todd explained, “When it comes to retirement planning, a family office can provide a wealth of support and resources. From helping to develop a personalized financial plan to coordinating with other professionals, a family office can be valuable in ensuring a comfortable retirement. We understand that retirement planning is an important part of overall financial […]

Default Industry Leaders Book ‘Foreclosure Tails’ Debuts at No. 1 Best Seller on Amazon for Real Estate Sales and Selling, Urban & Regional Economics, and Econometrics

Default Industry Leaders published their first edutainment book about foreclosures and the Real Estate Owned (REO) industry and earned the ranking of No. 1 Best Seller and No. 1 Hot New Release upon its debut in multiple categories.

Michele Towers, Realtor with HomeSmart, Interviewed on The Colorado Real Estate Leaders Podcast

Michele discusses her experience helping clients find their dream homes. Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-michele-towers-realtor-with-homesmart/ Towers explained: “Combining my skills as a former engineer and life coach, I bring a unique set of skills to the table to help you with your next real estate transaction. I am skilled […]

Dr. Allyson Coffin, Founder of Happiermoms Reveals Her Holistic Approach To Achieving A Sustainable Work Life Balance On Influencers Radio

Dr. Allyson Coffin, founder of Happiermoms was the featured guest on Influencers Radio with Jack Mize.

Alan Gordon, Mortgage Advisor with Synergy One Lending, Interviewed on The Colorado Real Estate Leaders Podcast

Alan Gordon discusses what sports athletes can do to get mortgage approval. Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-alan-gordon-mortgage-advisor-with-synergy-one-lending/ Alan explained that: “It can be difficult for some sports athletes to obtain mortgage approval. This is because their income may be considered irregular, or they may have a large amount of […]

Business Attorney and Strategic Business Growth Expert DeAnn Chase Reveals Strategies for Legally Structuring a Business for Success

DeAnn Chase, founder of Chase Law Group was the featured guest on Influencers Radio with Jack Mize.

Jay Noland Was Featured In Business Innovators Magazine Talking About Creating XP Mentor, An All-In-One Virtual Mentorship Where People Can Get Tomorrow’s Skills Today

The XP Mentor monthly subscription includes an ever-growing video library of educational content from some of the world’s top highly qualified experts, mentors & instructors for less than $1 per day!

Sean Pahut, a Financial Consultant with Montana Wealth Management, was Interviewed on Podcast About How the Benefits of Being an Independent Financial Professional

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 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 […]

Todd Smith, CFP® President & CEO of Level 5 Financial Interviewed on Podcast Discussing How Retirement Income and Tax Planning Are Different

Todd explained, “One of the biggest financial decisions you will make in your lifetime is how to plan for retirement. There are many factors to consider, including when to retire, how much money you will need to support yourself, and how to generate income during retirement. Another important factor is taxes.” Listen to the interview […]

Terri Thompson, Realtor with Trinity Team Real Estate at Keller Williams Preferred, was Interviewed on the Influential Entrepreneurs Podcast

Terri recently sat down for an enlightening interview about real estate and how she serves her clients in the real estate arena in Denver. Thompson said about her focus on providing value to her clients: “I am passionate about my work because I thrive on the opportunity to help my clients develop and achieve […]