Category: Finance

Mac Hanna, Discusses His Approach to Helping His Clients with Financial and Retirement Literacy as it relates to leaving money to loved ones. During the interview, Mac discusses considerations for people who may have a child with mental/physical disabilities and the various types of trusts that should be looked into. Hanna explained, “I do not give tax, legal or investment advice, but there are critical decisions that should be made related to establishing your estate and financial plans according to your wishes, goals and objectives utilizing estate attorneys, accountants, financial…

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Rick Mosley, President of Black Pearl Insurance Solutions, Discusses His Approach to Helping His Clients with Financial Planning and Wealth Management During the interview, Rick discusses how a fixed annuity can help accumulate tax-deferred earnings as part of an overall retirement plan. Annuities offer the opportunity for lifetime payments and tax-deferred earnings and provide a guaranteed death benefit, and that all guarantees are backed by the continued claims-paying ability of the issuing insurance company Tune in for the interview on iTunes, Stitcher, iHeartRadio, and the Business Innovators Radio Network. https://businessinnovatorsradio.com/interview-with-rick-mosley-president-of-black-pearl-insurance-solutions-about-using-an-annuity-for-growing-a-lump-sum-cash-distribution/…

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Brandon Galici, CFP® discusses his financial planning approach to help his clients live a fulfilled life with his Maximize Life Today, Plan for Tomorrow roadmap. For entrepreneurs, real estate professionals, and pre retirees, Galici Financial partners together with clients to grow wealth by helping guide them through the nuances of tax and investment planning to maximize income and minimize taxes. Galici explained that “I created Galici Financial to do financial planning differently. The financial services industry primarily focuses on product sales and investment returns instead of what truly matters most:…

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Mac Hanna, Discusses His Approach to Helping His Clients with Financial and Retirement Literacy During the interview, Mac discusses how most Americans already own an annuity. When we pay into Social Security over our working lives, we receive a lifetime benefit. That is an annuity. An annuity is not an investment product but is a commodity product that is a contract between the insured and the insurance carrier that provides safe, tax-deferred growth of a retirement nest egg. Annuities are designed to compete with bank certificates of deposit.  Fixed annuities…

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Randy Crabtree discusses how Tri-Merit supports CPAs, CFOs, and owners of small-to-midsize businesses by serving as an extension of their advisory team to lessen the tax burden and increase cash flow. They work with companies to uncover the engineering, manufacturing, and product development data needed to support claiming engineering-based tax incentives such as the R&D tax credit and tax planning strategies such as cost segregation. Tri-Merit turns a complex process into a refreshingly straightforward experience that requires minimal time and effort from CPAs and their clients.     Crabtree commented,…

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Jamie Bosse discusses her approach to helping her clients create a successful financial future. Jamie is a Financial Planner, author, and mother of four.  She helps her clients maneuver through life’s transitions and overcome and anticipate any potential roadblocks along the way.  Jamie finds it extremely rewarding to see people organize their financial lives, maximize their human capital, and get closer to their life goals. Jamie has a passion for mentoring and financial literacy and is the author of the children’s book series, Milton the Money Savvy Pup.Money Boss Mom is…

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Tom Stefaniak discusses important retirement questions, including: 1) What is the most important service that you provide to your clients? 2) What is a Wealth Plan? 3) How often do you update the plan? The focus of this interview brought up compelling stories that Tom presented that made powerful teaching lessons that many people would not have considered. He comes alongside his clients to recommend strategies customized for their specific situations. Listen to the interview on the Business Innovators Radio Network   https://businessinnovatorsradio.com/interview-with-tom-stefaniak-certified-financial-planner-cfp-president-of-pinnacle-wealth-management-discussing-putting-your-financial-house-in-order/ When it comes to Investing for your Best Interest Tom…

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Don Purcell discusses his approach to helping his clients apply Biblical wisdom to issues faced by business owners to achieve predictable success–consistent results and growth.   Listen to the interview on the Business Innovators Radio Network   https://businessinnovatorsradio.com/interview-with-don-purcell-cpa-certified-kingdom-advisor-and-and-founder-of-clarity-business-coaching/  Purcell explained that ” As a small business coach, my vision is to guide clients toward good stewardship over business resources. This means making the most of what God has given you. Instead of wasting your Time, Talent, or Treasure, good stewardship leverages these three T’s for optimal value.” Purcell continued, “it’s more…

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