Category: News Room

Chris Patterson, Retirement Income Strategist, focuses on ensuring a lifetime income for retirement and transitioning from an accumulation to a distribution mindset. The accumulation to distribution transition is a critical, but challenging shift for most retirees. When transitioning to a distribution mindset, the primary challenge is understanding the proper allocation to maximize retirement income while protecting principal balances. People may hesitate to make this shift due to concerns about missing out on potential growth opportunities. However, it is crucial to understand the importance of securing a portion of funds to…

Jay Forgione discusses the importance retirement planning buckets Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-jay-forgione-owner-of-summit-retirement-solutions-discussing-retirement-planning-buckets/  Jay Forgione, owner of Summit Retirement Solutions. He dives into the concept of retirement planning buckets, a simplified approach designed to help clients navigate their financial futures without needing a financial background. Jay explains the three buckets—red, yellow, and green—each serving a unique purpose in retirement planning. Jay emphasizes the importance of having a clear plan for how to allocate funds for spending, investment, and safety.  The retirement planning bucket system…

Melissa George discusses Demystifying Financial Planning  Listen to the interview on the Business Innovators Radio Network: Interview With Melissa George Founder & CEO of InvestHER Fiduciary Solutions-Demystifying Financial Planning – Business Innovators Radio Network  In this episode of Influential Entrepreneurs, host Mike Saunders welcomes Melissa George from InvestHER Fiduciary Solutions to discuss financial planning and building confidence for a secure future. Melissa shares her journey into the financial services industry, detailing her early experiences in retail and her passion for numbers and investing. She reveals how she encouraged her employees…

Tamara McLemore, a renowned project management expert and founder of Tamara McLemore Enterprises, recently appeared on the Women in Engineering podcast with host Tiffani Teachy. In the interview, Tamara shared invaluable insights for women aiming to advance their careers through PMP certification. Key takeaways from the conversation include: The transformative power of PMP certification in boosting career confidence Debunking common myths surrounding PMP eligibility requirements Strategies for leveraging partial project experience in PMP applications The importance of mindset in overcoming imposter syndrome and self-doubt In the episode, Tamara, who has…

Twelve years ago, Judy Carlson began a remarkable journey with her two teenage children, their pets, and just 39¢ in her checking account. Determined to rebuild her life from the ground up, she was inspired by the strength and support of countless individuals who helped her along the way. Now, Judy is on a mission to share the stories of women who are making a meaningful difference in their communities. Launching in October 2024, “The Inspired Impact Podcast” will feature conversations with dedicated women who have overcome challenges and are…