Taxes Filed… Now What? The 5 Most Overlooked Moves That Can Reduce  Lifetime Tax Bill As another tax season comes to a close, many individuals breathe a sigh of relief after filing their returns. But according to Owen Edwards, that sense of completion may be misleading. “Most people think tax…

Read More

Rick Miller discusses how financial planning can be a risk management  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/rick-miller-founder-of-miller-wealth-planning-discussing-financial-planning-is-risk-management/ Rick highlighted the significance of having a solid risk management strategy in place, especially for high-net-worth individuals. He advised that as one approaches retirement, it’s crucial to reassess investment strategies to mitigate…

Read More

Marc Hernandez discusses how to determine if an annuity is outdated?  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-marc-hernandez-founder-of-mah-financial-services-determining-if-an-annuity-is-outdated/ Marc shared his extensive experience of over 40 years in the annuity industry, highlighting the evolution of annuities from the past to the present. Marc discussed the misconceptions surrounding annuities, particularly…

Read More

Rick Miller discusses understanding IRMAA  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/rick-miller-founder-of-miller-wealth-planning-discussing-understanding-irmaa/ Rick shared his extensive background, transitioning from a college English teacher to a successful financial advisor with nearly 27 years of experience. He explained how IRMAA is essentially a stealth tax on Social Security…

Read More

Marc Hernandez discussing how AI displacements may impact retirement  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-marc-hernandez-founder-of-mah-financial-services-how-ai-displacements-may-impact-retirement/ Delved into the pressing topic of how AI displacements may impact retirement planning. Marc shared his journey into the financial services industry, influenced by his father’s work in insurance, and emphasized the importance of…

Read More