Latest Stories in "In The News"

Judy Carlson, Fee-Based Fiduciary Financial Professional – Discussing How She Protects Families Financially, Interviewed on Influential Entrepreneurs Podcast

Judy Carlson discusses why there is so much chaos and confusion today surrounding retirement. Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-judy-carlson-fee-based-fiduciary-financial-professional-discussing-how-she-protects-families-financially/  Judy explained, “Now more than ever, we realize the devastating impact taxes and market volatility are having on our retirement income and lifetime financial plans. There is a retirement crisis […]

First Post-Covid Biz Explosion Conference for Health Industry Leaders by Achieve Systems, Scheduled for June 10th – 11th, 2022

Achieve Systems is a membership program, created by Robert Raymond, to help health professionals grow their businesses. Achieve Biz Explosion Conferences are generally 3-day business building events. The conferences cover everything from strategic relationship days to a number of business building workshops to their big event day where they bring in all-star speakers!

Paul Fokken, Maneuvering 401(k) Plans to Optimize Retirement, Interviewed on Influential Entrepreneurs Podcast

Paul Fokken discusses how individual employees can get help to optimize their own 401(k/403(b)/457/TSP plan by having their account rebalanced every 90 days by a licensed independent investment fiduciary. Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-paul-fokken-maneuvering-401k-plans-to-optimize-retirement/  Questions covered in this interview include: What is Personalized Professional Account Management (PPAM)? Explain what […]

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