Category: Finance

David DeCelle discusses his approach to helping his clients achieve success in growing their practice. During the interview, David discusses the extraordinary value proposition he provides clients which results in them learning how to build a client base of raving fans that willingly and proactively give referrals. DeCelle commented, “We help entrepreneurial advisors overcome growth challenges, deploy intelligent practice management systems, and enjoy a fulfilling life. In order to build a thriving, prosperous financial practice, advisors must find a unique value proposition — and develop a service model that meets…

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Goran Milic, Discusses His Approach to Helping His Clients with Financial and Retirement Literacy During the interview, Goran discusses how Social Security is necessary for a comprehensive retirement income strategy. There are important considerations before choosing to claim early, and working with a financial professional is crucial in coordinating these types of benefits. Tune in for the interview on iTunes, Stitcher, iHeartRadio, and the Business Innovators Radio Network. https://businessinnovatorsradio.com/interview-with-goran-milic-with-tesla-wealth-management-discussing-financial-and-retirement-literacy-focused-on-social-security/ Milic explained that “Social Security is a part of nearly everyone’s retirement that is often overlooked. I am excited to be…

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Bryan Daly discusses his approach to helping his 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-bryan-daly-founder-of-new-life-financial-alliance-and-fee-based-fiduciary-financial-planner/ Daly explained that ” At New Life Financial Alliance (NLFA),  your dreams matter. We understand the challenges that make it harder to achieve your financial goals, and we’re ready to provide the education, coaching, and advice. We believe your financial success, no matter your current situation or economic status, is achievable. Our mission, to help build and protect wealth for…

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November 1, 2021 Jeremy Keil predicts that the next 6 months may be the best time ever in history to buy I Savings Bonds with the breaking news that the November 2021 I bond inflation rate will be 7.12%, which is 3.56% earned over 6 months. Compare that rate to the current US 12-month Treasury Bill rate of 0.12% and the I bond rate is almost 3.5% higher. The average difference between the 6-month I bond and the 12-month T-Bill is 0.31% in favor of the T-Bill.  Only one other…

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Tom Stefaniak discusses important retirement questions, including: 1) What are some of the most significant transitions people go through in your practice? 2) What role do finances play in life transitions? 3) How do expected vs. unexpected life transitions need to be addressed? The top Life Transitions discussed are: Loss of job Divorce Major Medical Issues Death of Spouse (both expected and unexpected) Death of Parent 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-managing-lifes-transitions/ When it comes to Investing for your Best Interest Tom Stefaniak, CFP® strongly believes in…

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Author Mike Hanna launches new book that De-mystifies Wealth Creation and makes it more accessible to the masses raising the standard of living for all who read it.

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John Duddy Discusses His Approach to Helping His Clients with Preparing for Retirement. He believes that life is more than a paycheck, and his mission is to ease worries and help his clients create a sound financial strategy that provides not only a steady paycheck for life but a “playcheck” as well.​  He believes that to have a safe and secure retirement, one needs to know that they are financially secure, no matter what happens. Duddy explained that “I am very excited to be bringing this education to people preparing for…

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Tom Stefaniak discusses important retirement questions including: How much money is enough to retire? What are the most significant risks when creating a retirement plan? What are some of the biggest mistakes people make when creating a retirement plan? 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-are-you-ready-to-retire/ When it comes to Investing for your Best Interest Tom Stefaniak, CFP® strongly believes in financial planning. Every client of Pinnacle Wealth Management has an opportunity to create a personal Wealth Plan which gives them the ability to take an in-depth…

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BullBear Hope represents a major leap in DeFi by bringing with it transparency, accessibility, efficiency and convenience for any individual looking to create and balance their digital assets.

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