Category: Business

Linda Jensen discusses mitigating risks: understanding the five D’s of exit planning.  Listen to the interview on the Business Innovators Radio Network:  https://businessinnovatorsradio.com/interview-with-linda-jensen-principal-and-owner-of-heart-financial-group-discussing-the-5-ds-of-exit-planning/  Planning for the five D’s of exit planning is crucial for business owners, as highlighted in the podcast episode. The five D’s include distress, disagreement, disability, divorce, and death. These events are inevitable and can have a significant impact on a business if not properly planned for.  Distress in the business can arise from various situations such as supplier issues, lawsuits, data breaches, or natural disasters. Without…

Read More

Linda Jensen discusses strategies for tax mitigation and exit planning in business ownership.  Listen to the interview on the Business Innovators Radio Network:  https://businessinnovatorsradio.com/interview-with-linda-jensen-principal-and-owner-of-heart-financial-group-discussing-exit-planning-tax-mitigation/ Tax mitigation strategies are essential for businesses as they can significantly impact profitability and valuation, ultimately leading to higher multiples on the sale of the business. Linda Jensen highlighted how implementing these strategies can result in a substantial increase in the business’s value. By reducing tax liabilities through various programs and initiatives, businesses can effectively boost profits and valuation.  For instance, in the episode, Linda Jensen emphasized…

Read More

Bob Chitrathorn has served hundreds of clients for nearly two decades as a financial advisor. As a second-generation immigrant from Thailand, Bob has experienced firsthand the value of education, hard work, and a positive mindset in achieving financial success. His first “clients” were his parents, who inspired him to pursue a finance career through their careful and considered approach to money management. He developed the listening skills that have become his professional calling card through sitting in on their financial discussions. Bob’s role models are his parents. They migrated from…

Read More

Justin Hopkins Discusses Outside the Box Ideas to Rehab or Purchase Property Using a Renovation or Construction Loan.  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-justin-hopkins-mortgage-loan-officer-with-huntington-bank/ In a market where home values are increasingly important, homeowners are constantly seeking ways to enhance the appeal and worth of their properties. Recognizing this trend, leading financial experts today shared invaluable insights on how renovation mortgages can be a strategic tool in increasing home value. Renovation mortgages offer homeowners the unique opportunity to finance their home improvements through their mortgage,…

Read More

Kimberly Pohler discusses understanding the impact of taxes on a retirement plan.  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-kimberly-pohler-financial-strategist-with-pohler-financial-discussing-how-taxes-impact-retirement/ One of the key takeaways from the podcast episode is the significant impact that taxes have on retirement planning. Kimberly Pohler, a financial strategist, emphasizes that taxes play a crucial role in shaping the financial landscape of retirement. She highlights the common misconception among individuals that their tax burden will decrease once they retire and enter a lower income bracket. However, Kimberly points out that this assumption…

Read More