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Dave Barr Founder of Barr Asset Management Interviewed on The Influential Entrepreneurs Podcast Discussing Achieving Peace of Mind in Retirement

Dave Barr Discusses achieving peace of mind in retirement
Listen to the interview on the Business Innovators Radio Network: Interview with Dave Barr Founder of Barr Asset Management Discussing Achieving Peace of Mind in Retirement – Business Innovators Radio Network
Dave Barr, founder of Barr Asset Management, discusses the crucial topic of achieving peace of mind in retirement. He explores the importance of strategic financial planning and the unique needs of clients as retirees. Dave notes the entertaining candor of Warren Buffett’s “investment rules”: preserve capital and avoid losses. Retirement opens the door to an era when many hope to fulfill lifelong dreams, i.e. the “bucket list”. This same era, however, also precludes as many opportunities for adjustments. Dave shares insights on navigating the ups and downs of the market and the importance of making informed decisions to secure a stable financial future.
Achieving peace of mind in retirement requires understanding and managing risk. In a recent podcast episode featuring Dave Barr, founder of Barr Asset Management, the significant changes in the investment landscape during the transition from the accumulation phase to the distribution phase of financial life were discussed.

Investment Philosophy: Dave Barr references Warren Buffett’s two rules for investing: “never lose money” and “don’t forget rule number one.” This underscores the importance of capital preservation for those nearing retirement. As individuals age, the ability to recover from market downturns diminishes, making it essential to consider some strategies more conservative in nature than during their working/earning/accumulating years.
Market Volatility: In younger years, individuals can afford to take more risk due to longer time horizons for recovery. As retirement approaches and one’s means are considered, generally, a measured reduction of risk exposure is prudent. Barr emphasizes that while remaining invested in the market can certainly be an option, post-retirement, strategies that now prioritize guaranteed returns and the safety of capital gain a new importance.
Adjusting Investment Strategies: Retirement is a new era when focus necessarily shifts from the accumulation of wealth to the mitigation of risk in order to avoid loss. This will, to some extent, involve the reallocation of assets into instruments that offer guaranteed returns and stability of values. Strategies like these can provide peace of mind to retirees by eliminating market volatility concerns and its effect on financial security.

The Importance of Planning

Budgeting for Retirement: Achieving peace of mind also involves understanding one’s financial needs in retirement. Barr suggests that individuals should have a clear picture of their monthly expenses, including housing, transportation, and healthcare costs. This budgeting process is crucial for determining how much income is needed to support lifestyle.
Guaranteed Income Sources: Having a reliable income stream is vital for financial stability in retirement. Social Security, pensions, and other guaranteed income sources can help retirees plan their budgets more effectively. Knowing that a specific amount of money will come in each month alleviates financial stress and allows for better, even happier, planning.
Addressing Unknowns: Retiree’s plans should also account for potential unknown expenses, such as healthcare costs or unexpected home repairs. Barr encourages clients to articulate these potential challenges and prepare for them, which can further enhance peace of mind.

 
Dave shared: “Empowering retirees to experience their retirement years dreams backed by tailor-made, professional financial strategies.”
Video Link: https://www.youtube.com/embed/v-Xb82O4KCY
About Dave Barr
Born and raised in Fort Wayne, Indiana, Dave Barr moved to Washington State in his late 20s and is the Founder/CEO of Barr Asset Management. Dave started his career in the financial industry at age 24, working in an agency and then transitioned as an independent practitioner in his 30s. His entry into the field began with a desire to do proper planning & financial management for himself. This led to the thought that perhaps others could use some help as well.
Dave has served clients, their families and their businesses since 1980. His professional acumen has led clients to describe him with words such as: “integrity”, “kind & caring”, “sound & timely advice”, and “a man that I’d trust daily with my personal checking account”. Although a solo practitioner, Dave believes that Barr Asset Management must be bigger than, more than just himself. As a result, his professional development has been enhanced by a collaboration with other advisors across the United States.
Dave is a Registered Investment Advisor representative holding a Series 65 license which allows him to manage investments and provide one-stop financial services to his clients across the Pacific Northwest and several other regions in the U.S. Early in his career, Dave received the Chartered Life Underwriter (CLU) designation conferred by The American College and is currently enrolled in studies for the Chartered Financial Consultant (ChFC) designation.
Dave and his wife, Sarah have been married for 30 years, they have 10 children and, presently, 14 grandchildren. Much of their life revolves around spending time with and enjoying their family. They attend New Heights Church in Richland, WA where Dave also serves as an elder. Additionally, Dave enjoys trekking to the outdoors to backpack, camp, fish & hunt.
Learn more: http://www.retirewithbam.com/
Investment advisory services offered through Tucker Asset Management LLC, an SEC Registered Investment Advisor. Barr Asset Management and Tucker Asset Management are unaffiliated entities.
Recent Interviews and News:
Dave Barr Discusses Transitioning from Asset Accumulation to Income Generation: Dave Barr Founder of Barr Asset Management Interviewed on The Influential Entrepreneurs Podcast, Discussing Transitioning from Accumulation to Income – Authority Press Wire

Ira Koyner, Founder of Triathlon Partners Interviewed on the Influential Entrepreneurs Podcast Smarter Portfolio Design for Building Tax-Efficient, Resilient Wealth

Listen to the interview on the Business Innovators Radio Network: Interview with Ira Koyner Founder of Triathlon Partners Discussing Long – Term Tax-Efficient Investing – Business Innovators Radio Network
In his third appearance on Influential Entrepreneurs, Ira Koyner, founder of Triathlon Partners, returns to explore the next evolution in his approach to financial planning: building portfolios designed to endure volatility, preserve flexibility, and improve long-term outcomes through tax efficiency.
Koyner’s earlier episodes traced his professional journey from institutional trading to independent advisory work and examined why traditional diversification often fails to deliver true protection. This latest discussion focuses on what comes next—how to structure portfolios that not only grow, but help clients stay on track during challenging markets.
Investors often underestimate how significantly volatility and taxation can erode long-term returns. Koyner explains how modern investment tools—such as structured notes, Registered Index-Linked Annuities (RILAs), and tax-advantaged insurance products—can provide growth potential with greater downside protection and improved tax treatment.
These strategies are especially valuable for retirement-focused investors, where sequence-of-returns risk and unexpected tax consequences can dramatically alter financial outcomes. By using instruments with built-in risk controls and tax deferral features, portfolios can be more resilient while still supporting future income needs.
As with his prior appearances, the episode reflects the philosophy at the heart of Triathlon Partners: engaging clients in a thoughtful, ongoing process that evolves as their lives and goals do. Koyner’s approach emphasizes regular communication, personalized reviews, and strategies designed for endurance—not just growth.
As Ira shared: “My goal is to engage, educate, and empower clients with the knowledge to make informed and confident decisions that will help them attain their financial goals. Achieving your goals does not happen overnight. Like a triathlon, it requires discipline, endurance and preparation.”

Video Link: https://www.youtube.com/embed/ATjoMiWMU-0
About Ira Koyner
Ira Koyner’s successful thirty-year career as an accomplished financial services professional has been driven by sound risk management, effective communication, and a commitment to education.
Ira Koyner is a devoted husband and father, he knows providing for your family is more than a responsibility, it is a priority. The cost of day to day expenses, paying for several college educations, funding retirement and providing lifetime financial support for his son with special needs are his priorities. He is grateful to have them. These priorities are not a burden, but rather a part of a rich and prolific life.  Financial goals envelop more than responsibilities. They are the journey and destination, fueled by hard work, perseverance and success. Creating a financial plan that protects your family and secures the financial future doesn’t have to be overwhelming. As a dedicated financial advisor, he is committed to fostering a transparent client-advisor relationship. He is proud that his firm is independent, and not tied to a massive conglomerate’s products, platform and rigidity. His clients have the access to over thirty life and annuity companies, several structured note and alternative investment platforms and dozens of issuers. Triathlon Partners is located in Weston CT, in the heart of Fairfield County CT
Learn more: http://www.triathlonpartners.com/
Recent Interviews and News:
Interview with Ira Koyner Founder of Triathlon Partners: Ira Koyner, Founder of Triathlon Partners Interviewed on The Influential Entrepreneurs Podcast – Authority Press Wire
Ira Koyner Founder of Triathlon Partners Discussing Investment Diversification: Ira Koyner, Founder of Triathlon Partners, Interviewed on The Influential Entrepreneurs Podcast Discussing Investment Diversification – Authority Press Wire
TRIATHLON PARTNERS LLC,  is a registered investment adviser.  Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies.  Investments involve risk and, unless otherwise stated, are not guaranteed.  Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.
Investment Advisory Services are offered through TRIATHLON PARTNERS LLC, a registered investment adviser. Insurance products and services are offered and sold through individually licensed and appointed agents in all appropriate jurisdictions. information considered reliable, although it should not be relied upon as such. Any statements or opinions are subject to change without notice. Investments involve risk and unless otherwise stated are not guaranteed. Past performance cannot be used as an indicator to determine future results. Any strategies mentioned may not be suitable for everyone, information expressed does not take into account your specific situation or objectives and is not intended as recommendations appropriate for you. Before acting on any information mentioned, please consult with a qualified tax or investment advisor to determine if it is suitable for

Ascent Dealer Services Names F&I Veteran James Mercer as VP of Sales

Ascent Dealer Services names James Mercer as VP of Sales to support national expansion in the automotive F&I space. With leadership experience at Protective, Mercer joins CEO Adam Marburger to drive performance, mentorship, and innovation. The move aligns with Marburger’s vision, seen in his leadership series Training Camp and upcoming return to NADA 2026.

Scott Leonardi Founder of Complete Solutions Interviewed on The Influential Entrepreneurs Podcast, Discussing Guaranteed Income

Scott Leonardi discusses the importance of guaranteed income
Listen to the interview on the Business Innovators Radio Network: Interview with Scott Leonardi Founder of Complete Solutions Discussing Guaranteed Income – Business Innovators Radio Network
In this episode of Influential Entrepreneurs, host Mike Saunders welcomes back Scott Leonardi, founder of Complete Solutions, to discuss the concept of guaranteed income. The conversation highlights the importance of cash flow in retirement planning, emphasizing how guaranteed income can serve as a stark contrast to the volatility and risks often associated with traditional income sources. Scott shares insights on the evolution of retirement income planning, including the fading influence of pensions, and stresses the significance of understanding what money is coming in and going out throughout one’s life.
In today’s unpredictable financial landscape, guaranteed income has emerged as a cornerstone of effective retirement planning. As discussed in the podcast episode featuring Scott Leonardi, founder of Complete Solutions, guaranteed income provides essential financial stability and peace of mind for retirees, particularly in the face of market volatility.

Financial Stability: Guaranteed income serves as a safety net for retirees, ensuring a consistent cash flow to cover living expenses. This is increasingly important as traditional sources of retirement income, such as pensions, have become less common. With many companies eliminating pensions, retirees must rely on alternatives like 401(k) plans, which require individuals to actively save and invest. This shift places the responsibility on retirees to create their own income streams, making guaranteed income even more vital.
Peace of Mind: The assurance that comes with guaranteed income can significantly reduce the stress associated with retirement. As Scott points out, when individuals know their essential expenses are covered by a reliable income source, they experience less anxiety about their financial future. This peace of mind allows retirees to enjoy their retirement years without the constant worry of market fluctuations affecting their savings.
Contrast with Market Volatility: The podcast highlights the stark contrast between guaranteed income and the risks associated with market investments. Many retirees may be tempted to withdraw a percentage of their retirement savings each month, often based on the outdated 4% rule. However, this approach can lead to significant financial risks, especially during market downturns. By relying on guaranteed income, retirees can avoid the pitfalls of withdrawing from their principal during unfavorable market conditions.

Scott explained: “People should not put every dime they have in a generic annuity they found online. People should have plans custom-fit plans, based on their situation”.
Scott emphasizes the importance of converting a portion of retirement savings into guaranteed income through various financial products, particularly annuities. Annuities can provide a steady stream of income for life, akin to a personal pension. This approach allows retirees to lock in a guaranteed monthly payment, which can be especially beneficial when combined with Social Security benefits.

Types of Annuities: Several types of annuities can be utilized to create guaranteed income:
Fixed Annuities: These offer a guaranteed return and principal protection, similar to a bank CD, but often with higher interest rates.
Equity-Indexed Annuities: These link returns to a stock market index, providing the potential for higher returns while protecting against losses during market downturns.
Variable Annuities: These can offer growth potential linked to market performance but come with more risk and complexity.
Holistic Planning: Scott advocates for a holistic approach to retirement planning, where guaranteed income is just one component of a broader financial strategy. By diversifying investments and incorporating guaranteed income products, retirees can create a balanced portfolio that mitigates risk while ensuring financial security.

 Video Link: https://www.youtube.com/embed/PLrAQflWiFY 
About Scott Leonardi
Scott Leonardi began serving families in 1995 as a licensed Life & Health insurance agent. In 1998, he founded Complete Solutions, a holistic planning firm dedicated to helping individuals and business owners protect their future. As a Certified Financial Fiduciary® and member of the National Association of Certified Financial Fiduciaries, Scott is committed to putting his clients’ best interests first.
A passionate advocate for financial education, Scott co-authored *Don’t Go Broke in a Nursing Home* to help people avoid costly mistakes that threaten their life’s work. His mission is to align insurance coverage with each client’s unique needs and lifestyle.
Outside of work, Scott enjoys time with his wife, five children, one granddaughter, and three Dobermans—and continues to campaign for that family boat.
 
 
Learn More: https://www.completesolutions.insure/
 
 Recent Interviews and News:
Scott Leonardi discusses What Can Mess Up Good Retirement Plans: Scott Leonardi, Founder of Complete Solutions, interviewed on The Influential Entrepreneurs Podcast, Discussing What Can Mess Up A Good Retirement Plan – Authority Press Wire

Dave Barr Founder of Barr Asset Management Interviewed on The Influential Entrepreneurs Podcast, Discussing Transitioning from Accumulation to Income

Dave Barr Discusses Transitioning from Asset Accumulation to Income Generation Listen to the interview on the Business Innovators Radio Network: Interview with Dave Barr, Founder of Barr Asset Management, Discussing Transitioning from Accumulation to Income Generation. Dave Barr, founder of Barr Asset Management. Conversation centers around the crucial transition from accumulating wealth to generating income […]

Scott Leonardi, Founder of Complete Solutions, interviewed on The Influential Entrepreneurs Podcast, Discussing What Can Mess Up A Good Retirement Plan

Scott Leonardi discusses What Can Mess Up Good Retirement Plans Listen to the interview on the Business Innovators Radio Network: Interview with Scott Leonardi Founder of Complete Solutions Discussing Good Retirement Plans – Business Innovators Radio Network In this episode of Influential Entrepreneurs, host Mike Saunders welcomes Scott Leonardi, founder of Complete Solutions, to discuss […]

Ira Koyner, Founder of Triathlon Partners, Interviewed on The Influential Entrepreneurs Podcast Discussing Investment Diversification

Listen to the interview on the Business Innovators Radio Network: Interview with Ira Koyner Founder of Triathlon Partners Discussing Investment Diversification – Business Innovators Radio Network Ira Koyner, founder of Triathlon Partners, is challenging conventional thinking about portfolio diversification. In his latest podcast episode, Koyner breaks down a critical yet commonly misunderstood concept: true diversification […]

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