Category: Spotlight News

Chris Patterson discusses tips and strategies for tax planning Listen to the interview on the Business Innovators Radio Network: Interview With Chris Patterson, Retirement Income Strategist Discussing Tax Risk – Business Innovators Radio Network Strategic tax planning is a crucial aspect of retirement planning that can help individuals mitigate taxes…

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Paul Castner discusses maximizing your retirement savings Listen to the interview on the Business Innovators Radio Network: Interview with Paul Castner President of C & K Healthcare Advisors Discussing Retirement Planning – Business Innovators Radio Network Starting retirement planning early in life is crucial to maximize growth potential and ensure…

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Bill Mcdowell discusses Roth conversion Listen to the interview on the Business Innovators Radio Network: Interview with Bill McDowell, President of The McDowell Agency Discussing Roth Conversions – Business Innovators Radio Network Mike Saunders and Bill McDowell discuss Roth conversions. Bill explains that Roth conversions are not a way to…

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Jennifer Surmacz discusses securing legacy: the importance of generational wealth Listen to the interview on the Business Innovators Radio Network: Interview with Jennifer Surmacz Founder of Posterity Legal Discussing Relationship Generational Wealth – Business Innovators Radio Network Generational wealth extends beyond mere wealth accumulation in one’s lifetime. As discussed in…

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Retirement is a dream that many people have spent years preparing for, a time when they finally get to enjoy the fruits of their labor. The idea of leisurely days, free from the daily grind, is enticing. Yet, while retirement brings freedom and relaxation, it also introduces new challenges—some of…

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