Latest Stories in "In The News"

Renee’ Kennedy, President of AAA Life Solutions, Interviewed on the Influential Entrepreneurs Podcast Discussing Biggest Retiree Regrets

Renee’ Kennedy discusses retiree regrets Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-renee-kennedy-president-of-aaa-life-solutions-discussing-biggest-retiree-regrets/ The episode addresses the negative propaganda spread by investment firms, discouraging people from exploring certain financial solutions. Renee’ Kennedy suggests that these firms intentionally keep people unaware of options like tax-free retirement accounts and underwriting-free income accounts. Renee’ believes […]

Conor Bodaken, Loan Officer with Aslan Home Lending, Interviewed on the Elite Real Estate Leaders Podcast

Conor Bodaken discusses simplifying the home financing process. Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-conor-bodaken-loan-officer-with-aslan-home-lending/ Conor Bodaken, a loan officer, begins by emphasizing the need to evaluate the bigger picture and make decisions based on the client’s specific circumstances. He highlights that during the financial crisis in 2008-2009, many decisions were […]

Renee’ Kennedy, President of AAA Life Solutions, Interviewed on Podcast Discussing Financial Forecast: Dark Storms Ahead then Bright and Clear

Renee’ Kennedy discusses overcoming financial challenges. Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-renee-kennedy-president-of-aaa-life-solutions-discussing-financial-forecast-dark-storms-ahead-then-bright-and-clear/ One specific challenge discussed is the difficulty young people face in purchasing a house. Renee Kennedy explains that the real estate market operates on the principle of supply and demand, currently maintaining an equilibrium. She mentions her 30-year […]

James Lavorgna, Founder of Spencer Advisory Services, Interviewed on the Influential Entrepreneurs Podcast Discussing Succession & Legacy Planning

James Lavorgna discusses building a sustainable future: succession planning and legacy strategies. Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-james-lavorgna-founder-of-spencer-advisory-services-discussing-succession-legacy-planning/ Succession planning refers to the process of determining the future owner of a business after the current owner exits. This can involve transferring the business to a family member or selling it […]

Ryan Quante, Founder of Care Income Advisors, Interviewed on the Influential Entrepreneurs Podcast Discussing Serving Financial Advisors, Attorneys & Care Communities

Ryan Quante discusses enhancing value for financial advisors, attorneys, and care communities.  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-ryan-quante-founder-of-care-income-advisors-discussing-serving-financial-advisors-attorneys-care-communities/   Long-term care events can have a significant impact on a client’s assets and self-esteem. Financial advisors recognize the devastating effect a long-term care event can have on a client’s portfolio, ultimately affecting […]

James Lavorgna, Founder of Spencer Advisory Services, Interviewed on the Influential Entrepreneurs Podcast Discussing Tax Mitigation Strategies for Business Owners

James Lavorgna discusses tax mitigation strategies for entrepreneurs. Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-james-lavorgna-founder-of-spencer-advisory-services-discussing-tax-mitigation-strategies-for-business-owners/  Mike Saunders and James Lavorgna stress the importance of taking a comprehensive approach to tax planning and being proactive in implementing strategies. They clarify that tax mitigation strategies are not loopholes or illegal practices, but rather […]

Alex Khassa, Founder of Clients Blackbox, Interviewed on the Influential Entrepreneurs Podcast

Alex Khassa discusses how Clients Blackbox is revolutionizing financial advisor marketing. Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-alex-khassa-founder-of-clients-blackbox/ The episode highlights the significance of adopting unique and innovative approaches to foster company growth. Alex Khassa points out that if everyone in the industry is using the same strategy or approach, it […]

1 88 89 90 91 92 459
Page 90 of 459