Category: Finance

Todd Smith discusses his mission to impact and improve his clients’ financial lives – both personally and professionally. Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-todd-smithcfp-president-ceo-of-level-5-financial-discussing-the-retirement-resource-center/ When planning for retirement, there are a few key things to remember. Here are the top tips: – Start saving early: The sooner one starts saving for retirement, the better. Even if they can only save a little bit each month, it will add up over time. – Invest wisely: Choosing the right investments is crucial for a comfortable retirement. Work…

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Adolfo & Andres Rodriguez 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-adolfo-andres-rodriguez-with-a-r-financial-group-discussing-tax-mitigation-for-retirement/ Rodriguez says, “We have extensive experience and knowledge in the products we offer and the expertise to use those products to provide maximum benefit and protection to our clients. Our commitment and desire are to establish trust and a long-lasting relationship with our clients. This commitment has served us well throughout the years. We take pride in…

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Kevin Coffey, Founder and CEO of Complete Spectrum Financial Services, Discusses His Approach to helping clients with Financial Planning and Wealth Management. Complete Spectrum Financial Services takes a different approach than many financial planning and asset management organizations because they have a team of experts working to maximize retirement planning options for their clients. During the interview, Kevin discusses how Roth IRAs are a great way to create tax-free retirement income. There are several benefits of Roth IRAs that make them an attractive choice for retirement savings. First, Roth IRA…

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Kevin Coffey, Founder and CEO of Complete Spectrum Financial Services, Discusses His Approach to Helping His Clients with Financial Planning and Wealth Management. Complete Spectrum Financial Services takes a different approach than many financial planning and asset management organizations because they have a team of experts working to maximize retirement planning options for their clients. During the interview, Kevin discusses how Complete Spectrum Financial Services takes a different approach by helping his clients with Loss-Avoidance products which will never have losing years. Listen to the podcast interview on the Business…

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Wornel and Kellen serve their clients by Being Brilliant On The Basics: The simplicity of proven financial methods and strategies. “The price one pays for pursuing any profession, or calling, is an intimate knowledge of its ugly side”- James Baldwin Wornel and Kellen explained, “We view permanent life insurance as a strategy to take market dissatisfaction and make it work for you.  Financial markets perform erratically.  We have spent over forty years managing risk and preserving capital.  The appropriate life insurance policies can help preserve the assets you spend years…

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Kevin McCarthy discusses how his company helps clients secure their financial future. Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-kevin-mccarthy-president-of-mccarthy-financial-group-p-a-discussing-how-to-maximize-social-security-income/ At McCarthy Financial Group, their mission is to get to know and understand their client’s needs, wants, and long-term goals. They want to help develop, implement, and monitor a strategy that’s designed to address each person’s individual situation. They understand the challenges families face today. From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Their commitment is to utilize their…

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Judy Carlson discusses why taxes are one of the biggest risks to the safety of money. Questions covered in this interview include: Why are taxes such a big consideration when planning wealth decumulation? Why is it so important to plan ahead when making financial decisions that involve paying taxes on earnings today vs. paying taxes on those earnings in the future? Deferring taxes creates future taxes at uncertain dates and uncertain rates – are you comfortable with that uncertainty in retirement? Why are 1040 income and taxes so important to…

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Merrit Strunk discusses Momentum Financial’s Proprietary LifeYield Process to help clients reach their dreams and goals. They have developed and refined a proprietary process primarily for retirement-minded individuals and families to maximize income and minimize taxation. By engaging in their process, they gain a deeper understanding of what they want and need to do to help increase the probability of their successful financial outcome. Listen to the interview on the Business Innovators Radio Network:    https://businessinnovatorsradio.com/interview-with-merrit-strunk-founder-of-momentum-financial-insurance-services-discussing-their-proprietary-momentum-lifeyield-process/ Merrit says: “preparation for your lifetime financial journey is paramount to achieving a successful…

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Kevin Coffey discusses his approach to helping his clients create a savings plan that makes sense for a successful future. Kevin Coffey, Founder, and CEO of Complete Spectrum Financial Services, Discusses His Approach to Helping His Clients with Financial Planning and Wealth Management. Listen to the interview on the Business Innovators Radio Network https://businessinnovatorsradio.com/kevin-coffey-founder-and-ceo-of-complete-spectrum-financial-services-interviewed-on-the-influential-entrepreneurs-podcast-discussing-a-unique-tax-efficient-wealth-building-strategy/ Coffey says, “Because deferring taxes is not better than paying taxes now, he feels that placing money into a specialized account in the shell of a permanent life insurance policy provides spectacular benefits. This provides liquidity…

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