Category: Business

Cameron Bryant, of Found Revenue Solutions and Retirement Specialist at Federal Employee Advocates, has released an in-depth educational overview explaining the true financial implications of early retirement for federal employees under the Federal Employees Retirement System (FERS).  According to Bryant, while many public sector employees begin exploring early retirement options in their mid-50s, the tradeoffs can be substantial.  “Early retirement sounds like a dream—more time and less stress—but in many cases, it leads to a reduced lifestyle unless you have other income sources or significant savings,” Bryant explains. “FERS was…

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Roy Snarr discusses social security maximization  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-roy-snarr-founder-of-roy-snarr-retirement-solutions-discussing-social-security-maximization/ In this episode of Influential Entrepreneurs, Roy Snarr, the founder of Roy Snarr Retirement Solutions, joined to talk about the critical topic of social security maximization. Roy shared his personal journey into the financial services industry, which was deeply influenced by a life-changing event in his youth when his mother became disabled. This experience ignited his passion for understanding social security and helping others navigate its complexities.  Social Security serves as a fundamental…

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Mark Turner discussing highlights of tax planning  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-mark-turner-aif-on-tax-planning/ Mark Turner, Accredited Investment Fiduciary®, in an interview at the Influential Entrepreneurs Podcast, emphasized the distinction between merely filing taxes and having a strategic approach to tax planning. He shared his methodology, which begins with understanding a client’s accumulated assets and their expectations about future tax rates. Given the current $30 trillion national debt, Mark strongly believes that taxes are likely to increase, making tax planning even more essential.  We discussed various…

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Chris Dixon discussing taxes and estate plans  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-chris-dixon-with-oxford-advisory-group-discussing-taxes-estate-plans/ In this episode of Influential Entrepreneurs, Christopher J. Dixon from the Oxford Advisory Group about the often-daunting topics of taxes and estate planning. He kicked off the conversation by discussing the motivation for writing a book on taxes, which became an Amazon bestseller. Chris emphasized the lack of accessible education on tax-free investing for the average American, which inspired him to share his knowledge.  Chris explained the importance of understanding the financial…

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Jordan Mangaliman discusses the importance of building a retirement plan you can depend on  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-jordan-mangaliman-fiduciary-retirement-advisor-founder-of-goldline-wealth-management-discussing-building-a-retirement-plan-you-can-depend-on/ Jordan Mangaliman to discuss the critical topic of building a dependable retirement plan. Jordan emphasized the importance of crafting a retirement plan that is not just a cookie-cutter solution but one that is tailored to individual needs and goals.  We delved into the six major risks that retirees face:  Longevity: The increasing likelihood of living longer necessitates proper income source planning and inflation protection.  Mortality:…

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Pittsburgh, PA  — C & K Healthcare Advisors proudly announces that its President and CEO, Paul Castner, has been officially inducted into Marquis Who’s Who, the nation’s most respected biographical registry documenting the lives of distinguished professionals and leaders who have shaped their industries and communities.  Founded in 1898 by Albert Nelson Marquis, Marquis Who’s Who has, for over 125 years, chronicled the achievements of individuals who have made significant contributions to society. Inclusion in this prestigious registry is based on professional integrity, leadership, noteworthy accomplishments, and a measurable impact…

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Ethan Heisey, Founder and CEO of Exponential Freedom, was recently featured on NBC’s The Morning Blend, where he revealed how business owners and high-income earners can unlock significant tax savings and maximize wealth through strategic collaboration with the right financial team.    With over 2,000 clients served, Heisey has become a sought-after authority on tax mitigation, wealth building, and business consulting. During the interview, he broke down the foundational concept behind his company’s promise: helping clients legally and ethically save at least 25% on their taxes, while also scaling business revenue…

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Samuel J Dixon discussing RMDs & retirement plans  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-samuel-j-dixon-with-oxford-advisory-group-discussing-rmds-retirement-plans/ In this episode of Influential Entrepreneurs, Samuel J. Dixon from the Oxford Advisory Group talks about the topic of Required Minimum Distributions (RMDs) and their impact on retirement planning.  Samuel began by defining RMDs as mandatory withdrawals from retirement accounts that retirees must take starting in their 70s, which may significantly affect their tax brackets and overall financial strategy. Samuel emphasized that many retirees may be unaware of how RMDs can…

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Pri Cosentino discusses maintaining lifestyle and legacy in retirement  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-pri-cosentino-founder-financial-advisor-at-fern-prosperity-discussing-maintaining-lifestyle-and-legacy-in-retirement/ Pri Cosentino delved into the crucial topic of maintaining lifestyle and legacy in retirement. Pri emphasized the importance of planning not just for the retirement age but for the entire retirement period, which can constitute a significant portion of one’s life.  She discussed how retirees can maintain their lifestyle without compromising financial security. Pri highlighted the need to understand individual preferences and lifestyle choices, such as dining out, traveling, or…

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Mark Turner discusses the highlights of  retirement accumulation vs distribution  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/mark-turner-aif-on-retirement-accumulation-vs-distribution/ Mike Saunders at Influential Entrepreneurs Podcast, interviewed Mark Turner, President of Wealth Management Strategies. They Delved into the critical differences between the accumulation phase and the distribution phase of retirement investing.  Mark began by defining the accumulation phase as the period when individuals are actively saving and investing for retirement, typically through vehicles like 401(k)s, mutual funds, and ETFs. The distribution phase, on the other hand, starts when individuals…

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