Linda Jensen, Principal & Owner of Heart Financial Group, Interviewed About How Business Owners Can Lower Expenses & Save Taxes

Linda Jensen discusses the top tips for business owners to retain their top employees.  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-linda-jensen-principal-and-owner-of-heart-financial-group-discussing-how-business-owners-can-lower-expenses-save-taxes/ Retaining top employees can be a challenge for business owners, but there are some critical steps to help them ensure they keep their best talent. Here are the top tips for business owners to retain their top employees: Develop a Culture of Appreciation – Showing appreciation and recognition of an employee’s hard work is important in retaining them. Creating an environment where people feel valued…

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Beth Napleton of Beth Napleton Consulting Talks to School Leaders About Adult Problems That Get in The Way of Student Success on the An Imperfect Leader Podcast

Every school leader knows that the adults in their building have a big impact on student success. But what are some of the specific problems that adults can create? And how can leaders address these issues? As a recent guest on the An Imperfect Leader podcast, Beth Napleton of Beth Napleton Consulting explores some of the most common adult problems that get in the way of student success – and what a leader can do about them. Adult problems can be a major obstacle for students trying to achieve success.…

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Tim Dern, Retirement Income Certified Professional w/Mana Financial Group Interviewed on Influential Entrepreneurs Podcast Discussing The Truth About Taxes in Retirement

Tim Dern discusses taxes in retirement: Insights from a Certified Professional  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-tim-dern-retirement-income-certified-professional-and-managing-partner-with-mana-financial-group-discussing-taxes-in-retirement/ Tim Dern, a retirement income certified professional and managing partner at Manna Financial Group, specializes in retirement planning and assisting clients in achieving their retirement goals. His expertise lies in running personalized assessments to determine the best strategies for retirement, including Roth conversion strategies. However, Tim acknowledges that these strategies may not be suitable for everyone. For instance, if a client plans to take minimum distributions from their…

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Kerry Morris, CFP® Founder of HonorShield, Interviewed on the Influential Entrepreneurs Podcast Discussing The National Aging Crisis

Kerry Morris discusses the National Aging Crisis: Understanding the Challenges and Solutions  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-kerry-morris-cfp-founder-of-honorshield-discussing-the-national-aging-crisis/ The aging crisis is a prevalent issue that will likely affect someone in each family. According to statistics mentioned in the episode, an estimated 6.7 million Americans over the age of 65 will be living with Alzheimer’s dementia in 2023. Of these, two-thirds will be women. Deaths due to Alzheimer’s disease between 2000 and 2019 have more than doubled, increasing by 145%. Shockingly, one in three seniors…

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Beth Napleton of Beth Napleton Consulting Talks to Leadership and People Challenges that Organizations Face on The Path to Nonprofit Leadership Podcast

Every nonprofit has a mission, and they need people to reach that goal. There isn’t an app that will create climate change. There isn’t an app that gives us educational equity. We need people to do it. In a recent episode on the Your Path to Nonprofit Leadership podcast, Beth Napleton of Beth Napleton Consulting breaks down the ‘people problems’ that get in the way of the mission – and what to do about it. The main people problems that can get in the way of a nonprofit’s mission are…

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Tim Dern, Retirement Income Certified Professional, and Managing Partner w/ Mana Financial Group Interviewed on the Influential Entrepreneurs Discussing Asset Allocation

Tim Dern discusses if a fixed Index Annuity can be part of a retirement plan. Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-tim-dern-retirement-income-certified-professional-and-managing-partner-with-mana-financial-group-discussing-asset-allocation/ A fixed index annuity (FIA) is an insurance product designed to provide retirement income that grows over time. With an FIA, the money can grow based on the performance of an underlying market index, such as the S&P 500, without directly participating in the stock market. While FIAs offer some potential for growth and protection from the downside risk of the stock market, there…

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Erin Botsford, CFP® Creator of The Elite Advisor Success System™ Interviewed on the Influential Entrepreneurs Podcast Discussing The Proper Order of Business Building

Erin Botsford discusses the proper order of business building: Insights from Elite Advisors  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-erin-botsford-cfp-creator-of-the-elite-advisor-success-system-discussing-the-proper-order-of-business-building/  Business owners make excellent clients because they are accustomed to paying for professional advice and services. As mentioned in the episode, business owners understand the value of expertise and are willing to invest in it, as they regularly pay accountants and consultants. This familiarity makes them more receptive to financial planning fees and more likely to view the advisor as credible. Moreover, business owners often have…

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