Category: Business

Cory Roberson discusses the importance of using compliance software and consultants for investment firms.  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-cory-roberson-founder-and-ceo-with-fin-compliance/ Investment firms face a constantly evolving regulatory landscape, with new laws and regulations introduced on a regular basis. These changes can be challenging to keep up with, especially for larger firms with complex internal structures. Compliance software and consultants play a crucial role in helping these firms stay up-to-date and compliant. First and foremost, compliance software offers investment firms an efficient way to monitor their…

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Jim Billington discusses navigating the flight plan: a guide to retirement.  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-jim-billington-managing-director-of-wealth-pilots-discussing-the-retirement-flight-plan/  The FLIGHT plan is an acronym for  Future, Lifetime Income, Growth, Hedging, and Taxes that Wealth Pilots incorporates into all their client’s retirement preservation planning process. Overall, retirement planning involves considering not only desired spending goals and required minimum distributions but also understanding how taxes and inflation affect your lifestyle. We want to have upside market growth potential to keep pace with inflation. However, in retirement, we shift…

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Troy Thompson discusses how proactive planning and the virtual family office give financial planning clients the best experience.   Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-troy-thompson-owner-and-founder-of-angel-of-freedom-financial/ For today’s family office, proactive planning is the cornerstone of financial success. Dealing with complex investments, taxes, and other operational demands can be a daunting task when ensuring that one’s assets are being managed properly. That’s where the Virtual Family Office (VFO) comes in. The VFO has revolutionized the way clients approach their finances by providing comprehensive, proactive planning services. The…

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The highly-anticipated podcast, Vegas Business Spotlight, made its grand debut with its first episode featuring a fascinating conversation with Darin Hoover, the owner of Ladder Truck and Toolbox Handyman Services.

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Gary Scofield discusses the importance of life insurance for financial protection.  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-gary-scofield-founder-mansfield-financial-strategies-discussing-life-insurance/ Long-term care policies offer a valuable feature known as accelerated death benefits. This feature allows policyholders to access the money they have paid in premiums before their death if they require long-term care or assisted living. However, if the policyholder does not end up needing these services, the money paid in premiums is essentially lost, similar to how automobile insurance or homeowner’s insurance works. It is important to…

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Ron Cook discusses the importance of tax planning in retirement.  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-ron-cook-owner-of-cook-tax-retirement-discussing-how-taxes-impact-retirement/ Ron Cook highlights the importance of understanding and planning for taxes in retirement. He acknowledges that taxes are an inevitable part of life, just like death, and emphasizes their significant impact on retirement. Cook stresses the need for individuals to be aware of this impact and plan accordingly. Cook distinguishes between tax prepping, or getting tax returns done, and tax planning. He believes that tax planning is essential for…

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Shelby Crisman discusses adding value to a home.  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-shelby-crisman-realtor-with-denver-milehimodern/  Shelby Crisman has a unique background in both the Airbnb world and real estate, which has greatly influenced her approach as a realtor. Having previously worked in the Airbnb industry, she enjoyed the interaction with strangers seeking rental properties and the behind-the-scenes management with homeowners. This experience, combined with her own travels and stays in hotels and Airbnbs, has given her valuable insights into what people desire and seek in their…

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Ron Cook discusses market loss protection: safeguarding investments.  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-ron-cook-owner-of-cook-tax-retirement-discussing-market-loss-protection/ The importance of having a clear purpose for money in financial planning is stressed in this episode. Mike Saunders and Ron Cook discuss how individuals often approach them with various financial products, such as annuities or investments, but emphasize the need to understand the purpose that these products serve. Ron Cook explains that knowing the purpose of each financial product is crucial because it enables individuals to make informed decisions about…

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In a world where innovation knows no bounds, Mizbah Rauf, a trailblazing entrepreneur, has shattered glass ceilings to empower fellow business owners with her groundbreaking creation: the Super Challenge Launch Chatbot. This exceptional tool is poised to disrupt the entrepreneurial landscape, enabling individuals to effortlessly generate $50,000 to $70,000 in Virtual Event launch revenue while revolutionizing customer engagement and relationship-building.

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Ron Cook Jr. discusses efficient retirement planning: Smart strategies for a secure future. Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-ron-cook-jr-owner-of-rc-wealth-advisors-discussing-smart-retirement-strategies/ In this episode of Influential Entrepreneurs, Mike Saunders and Ron Cook Jr. discuss the importance of smart retirement strategies. The conversation focuses on the need for a thoughtful and strategic approach to retirement planning, rather than relying on luck or haphazardly throwing money at it. Cook accentuates the efficiency of retirement strategies, highlighting that all the money saved for retirement will eventually be spent or given…

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