Category: Finance

Jeff Stukey & Kirk Ashburn discuss their approach to helping couples create a savings plan that makes sense for a successful future. Listen to the interview on the Business Innovators Radio Network –   https://businessinnovatorsradio.com/interview-with-jeff-stukey-kirk-ashburn-co-founders-of-wealthspan-advisors-discussing-financial-planning-for-couples/ Whether they realize it or not, many investors find themselves unprepared regarding their financial future and well-being. In working with hundreds of financial advisors and clients over the last 20 years, they have found that traditional methods in financial planning are often based on a series of assumptions, specifically when it comes to overall health and…

Jeff Stukey & Jay Olshansky discuss their approach to helping clients create a savings plan that makes sense for a successful future. Listen to the interview on the Business Innovators Radio Network –   https://businessinnovatorsradio.com/interview-with-jeff-stukey-jay-olshansky-ph-d-with-of-wealthspan-advisors-discussing-how-aging-science-impacts-retirement/   Wealthspan Advisors is a company that came into being because two scientists in the field of longevity study joined forces with two experienced financial advisors with a vision of helping people realize their most significant wealth and health by being aware of both and the impact each has on the other. By introducing aging science…

In the interview, Dennis discusses his proprietary strategy to locate money for business owners that they qualify for from the government but may not know how to apply for access. Listen to the interview on the Business Innovators Radio Network   https://businessinnovatorsradio.com/interview-with-dennis-bays-president-of-the-americore-group-discussing-tax-incentives-for-business-owners/ Bays commented, ” If you’re a business owner, there’s a good chance you’re missing out on some government rebates and incentives. So if you’re looking to save money on your taxes, it pays to do a little research and see what rebates and incentives are available to you. You…

Christina Lael discusses how she helps entrepreneurs reduce their taxes while growing their businesses. Listen to the interview on the Business Innovators Radio Network:  https://businessinnovatorsradio.com/interview-with-christina-lael-tax-attorney-with-freedom-tax-plans-discussing-the-correct-way-to-set-up-business-entity-for-maximum-tax-savings/ When it comes to taxes, there are many things that entrepreneurs need to keep in mind. However, they can save themselves a lot of money in the long run by taking some simple steps when setting up their business entity. Here are some top tips for entrepreneurs to consider when setting up their business entity to save the most in taxes: Incorporate the business. This…

Todd explained, “When it comes to retirement planning, a family office can provide a wealth of support and resources. From helping to develop a personalized financial plan to coordinating with other professionals, a family office can be valuable in ensuring a comfortable retirement. We understand that retirement planning is an important part of overall financial planning. Our team works closely with each client to create a personalized retirement plan that considers all aspects of their financial situation. We consider investment portfolio, income sources, and spending goals to create a comprehensive…

Sean Pahut discusses how Montana Wealth Management aims to provide confidence around financial planning by utilizing their experienced advisors to create a customized plan tailored to better support their clients’ financial, family, and life goals. Whether it’s a newly empty nest, marriage, divorce, moving, a big promotion at work, aging parents, selling a business, or starting a new one…change is inevitable. Everyone wants a golden retirement. But saving for retirement is no easy task. The baby boomer generation is graying. More and more people are approaching retirement age. With Social…

Todd explained, “One of the biggest financial decisions you will make in your lifetime is how to plan for retirement. There are many factors to consider, including when to retire, how much money you will need to support yourself, and how to generate income during retirement. Another important factor is taxes.”  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-todd-smith-cfp-president-ceo-of-level-5-financial-discussing-how-retirement-income-and-tax-planning-are-different/ Many people think that retirement planning and tax planning are the same, but some essential differences exist. Here’s a look at how retirement income and tax planning are…

Heart-Centered Financial Services Professional LinLi Wang was the featured guest on Influencers Radio with Jack Mize.