By the end of this Challenge, attendees will be able to scale their business & have the tools and systems to do so. If this sounds intriguing, this is the 4-day Challenge that cannot be missed. Susie Carder only hosts this free event 2x a year. Carder commented, “I feel this topic is so important […]
Todd Smith discusses his mission to impact and improve the financial lives of Accounting and CPA firms by maximizing their potential – both personally and professionally. Questions covered in this interview include: What is the client experience like? Who facilitates each step of the process? What is the process for this robust referral relationship? Listen […]
Judy Carlson discusses why it is so important to understand your “lifetime” tax liability. Questions covered in this interview include: What is one of the most significant risks to the safety of our money, especially once wealth decumulation starts? Why have taxes become such a big issue in retirement? What has transpired over the past […]
Registered Maine Master Guide Travis Libby was featured as an expert guest on the “The Maine Outdoors” show. He discussed Libby’s Lodge & Canty’s in Mt. Chase, Maine where outdoorsmen stay when they book guided hunting trips for moose and bear.
In his new book, Billy Wagner shares his secrets to simplifying his business life so he has time to make an impact on his local community
Judy Carlson discusses how to use “Safe Money” strategies to protect families financially. Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-judy-carlson-fee-based-fiduciary-financial-professional-discussing-investments-vs-insurance-for-wealth-accumulation/ Judy explained, “It wasn’t until I had been in the financial services business for 30 years that I discovered this strategy – building wealth with cash accumulation life insurance! Most people […]
Todd Smith discusses his mission to impact and improve the financial lives of others by maximizing their potential – both personally and professionally. Questions covered in this interview include: What is a family office? How can it improve an accountant’s business? How does it improve client service? Why is the referral model outdated? Listen to […]
Forbes Coaches Council, an invitation-only community for leading business and career coaches has accepted JJ Mazzo into the community.
Sreedhar Donthula discusses his passion for Real Estate and homes. Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-sreedhar-donthula-broker-owner-realtor-with-metro-brokers-donthula-realty/ Sreedhar explained: “The smile on my clients’ faces when they find a great home and at a great price is all I need to propel my engine of being a realtor. I get the […]
According to Bloomberg Law, “More than 180 lawsuits challenging 401(k) plan fees have been filed in federal courts since 2020. About 20 of these cases have settled so far with settling employers. Some of those recent suits include excessive record keeping and investment fees, breaching fiduciary duties, and self-dealing, to name a few. In addition, […]