Category: Finance

Jeff Brummett Financial Advisor with Greenline Financial Services, Interviewed on the Influential Entrepreneurs Podcast Discussing Subtle Risks To Success In Retirement

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Jeff Brummett discusses avoiding subtle risks to success in retirement.  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-jeff-brummett-financial-advisor-with-greenline-financial-services-subtle-risks-to-our-success-in-retirement/ In this episode, Jeff Brummett shares a personal story about a difficult period in his life following the financial crisis and credit collapse of 2008. In the aftermath, Jeff lost his highly successful two-time Inc.500 business, followed by the loss of his marriage, and eventually even his home.  Feeling deeply depressed and at rock bottom during this challenging time, Jeff Brummett’s parents, especially his father, played a significant role…

The Realistic Trader celebrates 10 years of trading advice with special birthday event

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An online community designed to teach people how to grow their wealth through investing and trading is celebrating a landmark birthday with a special event.  Money mentor Siam Kidd started The Realistic Trader in October 2013 because he was keen to pass on his wisdom and give people honest advice about how to trade in crypto and grow their portfolio. Ten years later, the friendly online community is still going strong and Siam is holding a social event where people can learn about macroeconomics, trading, and crypto to mark the…

Tim Dern, Retirement Income Certified Professional &Managing Partner w/Mana Financial Group,Interviewed on the Influential Entrepreneurs Podcast Discussing Social Security

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Tim Dern discusses the most important things to consider when choosing when to start claiming Social Security.  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-tim-dern-retirement-income-certified-professional-managing-partner-w-mana-financial-group-discussing-social-security/ When it comes to deciding when to claim Social Security benefits, several important factors should be considered. Age is a significant factor in the decision-making process, as it can affect how much people are eligible to receive, when, and for how long. The income before retirement will also impact benefits; higher earners will receive more monthly payments than lower earners. Having enough…

Brent Hines, Co-founder, and Executive Director of the Foundation for Financial Wellness, Interviewed on the Influential Entrepreneurs Podcast

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Brent Hines discusses Financial Wellness and how Financial Professionals can harness this movement to better serve their clients.  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-brent-hines-co-founder-and-chief-development-officer-of-the-foundation-for-financial-wellness/ Financial wellness is rooted in a methodology that focuses on a person’s total well-being. It brings together disciplines found in wellness, coaching, psychology, and most importantly, the behavioral sciences. In today’s complex economic environment, achieving and maintaining financial security can be difficult without taking proactive steps to improve one’s financial well-being. Financial wellness aims to help individuals manage their finances proactively…

Renée Kennedy, President of AAA Life Solutions, Interviewed on the Influential Entrepreneurs Podcast, Discussing How Taxes Impact Retirement

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Renée Kennedy discusses how to prepare for taxes in retirement.  Listen to the interview on the Business Innovators Radio Network:  https://businessinnovatorsradio.com/interview-with-renee-kennedy-president-of-aaa-life-solutions-discussing-how-taxes-impact-retirement/ Taxes are an unavoidable part of life, but luckily, many options are available to help prepare for taxes in retirement. To ensure that people have the best possible plan in place for tax season, it’s important to start planning now. Renée explained: “One of the best ways to prepare for taxes in retirement is to take advantage of various types of retirement savings plans, such as a 401(k), IRA,…

Ft. Worth Financial Professional Guy McCord, MBA, Interviewed on the Influential Entrepreneurs Podcast Discussing the Myths of Life Insurance

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Guy McCord discusses the top myths of life insurance.  Listen to the interview on the Business Innovators Radio Network:  https://businessinnovatorsradio.com/interview-with-ft-worth-financial-professional-guy-mccord-mba-discussing-the-myths-of-life-insurance/ Life insurance is a crucial financial tool that can support people’s loved ones in case of their untimely demise. However, many myths surrounding life insurance can prevent people from taking the necessary steps to protect their families. Here are the top 3 myths of life insurance: Life insurance is only for older adults: This is one of the most common myths surrounding life insurance. Many young people believe they don’t…