Category: News Room

David Smart Discusses The Powerful Topic of tax-free Retirement Solutions Listen to the interview on the Business Innovators Radio Network: Interview with David Smart, CEO of Smart Benefit Group Discussing Tax-Free Retirement Solutions – Business Innovators Radio Network David highlights individuals’ frustrations with paycheck deductions and the desire for a tax-free retirement. He emphasizes the importance of understanding that while eliminating all taxes may not be possible, there are strategies to lessen and mitigate them. David outlines his approach to working with clients, starting with a thorough needs analysis to…

Bill McDowell discusses 401K Rollovers Listen to the interview on the Business Innovators Radio Network: Interview with Bill McDowell President of The McDowell Agency Discussing 401K Rollovers – Business Innovators Radio Network Bill McDowell, president of the McDowell Agency, joins host Mike Saunders to discuss the importance of 401k rollovers. They highlight how modern work trends lead to individuals accumulating multiple 401k accounts over their careers. Bill emphasizes the need to consolidate these accounts for better management and financial planning, catering to individuals of all ages who may have multiple…

Chris Patterson discusses the role of annuities in retirement income strategies Listen to the interview on the Business Innovators Radio Network: Interview With Chris Patterson, Retirement Income Strategist Discussing Annuities & Income Planning – Business Innovators Radio Network Annuities play a crucial role in income planning for retirees by offering several key benefits. Firstly, they provide guaranteed lifetime income, ensuring a steady stream of income throughout retirement regardless of market conditions. This feature helps retirees plan and budget effectively, providing financial stability and peace of mind. Secondly, annuities act as…

Rexford Cattanach discusses the importance of business succession planning Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-rexford-cattanach-president-of-keats-group-discussing-business-succession-planning/ Rexford Cattanach, President of Keats Group, on the topic of business succession planning. Rexford shares his journey from Deloitte Consulting to specializing in acquisitions and compensation planning. He emphasizes the importance of implementing successful plans and how his background in management consulting has helped him in the financial services industry. Succession planning is a critical aspect of business ownership often overlooked or pushed aside by many business owners. In a…

David Smart discusses the importance of ensuring a lifetime income   Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-david-smart-ceo-of-smart-benefit-group-discussing-ensuring-a-lifetime-income/ David Smart, CEO of Smart Benefit Group, discusses the importance of ensuring a lifetime income for retirement. David explains that lifetime income, like a Social Security check, provides a reliable source of funds that one can count on every month. They delve into strategies to help clients achieve sustainable income that they can never outlive, filling the gap often present in retirement planning.  Lifetime income is a critical component…

Jennifer Surmacz discusses the benefits of next-gen estate planning software Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-jennifer-surmacz-founder-of-posterity-legal-discussing-nextgen-estate-planning-software/  Next-gen estate planning software, revolutionizes the way estate plans are created and managed compared to traditional paper-based methods. Here are some key points to expand on this topic: Efficiency: Traditional law firms often draft estate planning documents on paper, leading to a time-consuming process. However, next-gen software streamlines this process by generating PDF documents that can be easily edited and updated. Accessibility: One of the significant advantages of next-gen…

Robyn Riedlinger is bringing her signature program, “Your Signature Talk”, to Las Vegas on September 26, 2024, as part of The Power of Voice 2024 Live Event, where thought leaders and entrepreneurs will gather to elevate their public speaking and business impact.