Category: Finance

Sean Pahut discusses how he develops long-term personal relationships with his clients. Listen to the interview on the Business Innovators Radio Network:  https://businessinnovatorsradio.com/interview-with-sean-pahut-financial-consultant-with-montana-wealth-management-discussing-the-montana-money-mindset/ Pahut said, ” Through the pandemic, about 100,000 people moved to Montana; we noticed that financial professionals in the other state still managed their financial matters. My goal is to develop a relationship with my clients so that the rapport and trust are so high that they see the tremendous financial tools I can offer them to consider. I feel that mitigating risk is a huge need…

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Nick Bliss discusses how Clear Strategy aims to provide confidence around financial planning by utilizing its 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 Security’s…

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Ryan Larson discusses how he serves his clients as a Fiduciary Financial Planner. Listen to the interview on the Business Innovators Radio Network:  https://businessinnovatorsradio.com/interview-with-ryan-larson-founder-of-firstline-financial/# A fiduciary financial planner is a professional who provides clients with financial planning and investment advice. The term “fiduciary” means that the planner is bound by law to act in the client’s best interests. As a fiduciary, a financial planner must put the client’s interests first. This includes making recommendations that are in the client’s best interests and avoiding conflicts of interest. For example, a financial…

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Partners Advantage – A Gallagher Company is one of the largest independent life insurance wholesale brokerage operations in the country representing more than 50 of the top-rated insurance carriers in the nation. With offices operating in Iowa and California and employees working remotely in the U.S., they offer a diverse and comprehensive mix of individual products––including annuities, life insurance and linked benefits––to independent financial professionals, agencies and institutions across the United States. They support a broad distribution footprint ranging from independent agents, broker dealers, RIAs, to other large insurance marketing…

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Jeff Stukey discusses his approach to helping his clients create a savings plan that makes sense for a successful future based on his proprietary “aging science” approach, which impacts longevity. Listen to the interview on the Business Innovators Radio Network  https://businessinnovatorsradio.com/interview-with-jeff-stukey-with-wealthspan-advisors-discussing-mitigating-risks-in-retirement/ Many people think that retirement planning and tax planning are the same, but some essential differences exist. When it comes to retirement income, there are three main sources: Social Security, pensions, and savings. And each one is taxed differently. Here’s a look at how retirement income and tax planning…

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Jake Hanks discusses how he helps people realize the dream of home ownership. Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-jake-hanks-loan-officer-with-synergy-one-lending/ When buying a home, the first step is to get pre-qualified or pre-approved for a mortgage. But there is a difference between the two. Pre-qualification is a simple process that estimates how much someone could borrow based on their financial information. Pre-approval is a more in-depth process that gives a more accurate idea of how much people can borrow. If someone is starting the home buying…

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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 support better 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. Listen to the interview on the Business Innovators Radio Network:  https://businessinnovatorsradio.com/interview-with-sean-pahut-financial-consultant-with-montana-wealth-management-discussing-working-with-a-financial-broker-vs-financial-planning-advisor/ A financial broker is someone who helps clients buy or sell financial products. They work with various financial…

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Adolfo & Andres Rodriguez discuss their approach to helping clients create a savings plan that makes sense for a successful future. Social Security is a necessary part of a comprehensive retirement income strategy; there are important considerations before claiming early. Working with a financial professional is crucial in coordinating three types of benefits. Listen to their podcast interview on the Business Innovators Radio Network https://businessinnovatorsradio.com/interview-with-adolfo-andres-rodriguez-with-a-r-financial-group-discussing-how-social-security-claiming-impacts-retirement/  Rodriguez says, “By combining the proper social security claiming strategy, the judicial use of annuities within qualified plans, a partial Roth conversion tactic, a properly…

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Merrit Strunk discusses topics including: Certain investment vehicles that used to be thought of as having good long-term returns may have changed. Medicare does not cover Long Term Care costs Having One Big Dollar figure for retirement is a misconception – we also recommend having a goal to generate tax-free income The “Set it and forget it” asset allocation in a retirement portfolio is potentially a mistake. Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-merrit-strunk-founder-of-momentum-financial-insurance-services-discussing-challenges-in-planning-a-successful-retirement/ According to a U.S. Department of Health and Human Services study, 70%…

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