Category: Business

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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Pri Cosentino discusses overcoming retirement fears and achieving peace of mind  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-pri-cosentino-founder-financial-advisor-at-fern-prosperity-discussing-overcoming-retirement-fears-and-achieving-peace-of-mind/ Pri Cosentino, the founder and Financial Advisor at Fern Prosperity. She delved into the important topic of addressing common retirement concerns and exploring approaches that may help foster financial confidence. Pri highlighted some of the most common fears people face as they approach retirement, such as running out of money and becoming a burden to their family. She emphasized the importance of having a clear, actionable plan to mitigate…

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Jordan Mangaliman discussing the transition into retirement  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-the-transition-into-retirement/ Jordan Mangaliman, a fiduciary retirement advisor and the founder of Goldline Wealth Management. The discussion centered around the complexities and challenges of transitioning into retirement, a phase that can be daunting for many.  Jordan shared his personal journey into the financial industry, which was deeply influenced by his family’s experiences, particularly his father’s battle with cancer. This personal story has driven Jordan’s mission to ensure that his clients are well-prepared for any…

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Mark Turner discusses retirement income planning  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-mark-turner-president-of-wealth-management-strategies-discussing-retirement-income-planning/ In this episode of Influential Entrepreneurs, had the pleasure of having Mark Turner, the President of Wealth Management Strategies, about the critical importance of income planning both before and after retirement.  Mark shared valuable insights into the often-misunderstood concept of income planning, emphasizing that retirement doesn’t mean the end of income but rather a shift in how income is managed and sourced. He highlighted the importance of understanding each client’s unique situation, including…

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Celebrating Leadership, Dedication, and the Spirit of “Better than Good”

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To learn more and connect with Rey Perez, visit ReyPerez360.com. Rey Perez, a widely recognized global branding expert, speaker, and entrepreneur, has announced the birth of his daughter, Kaliya Love Perez, born in March. Perez and his partner, Bree Cook, a women’s confidence mentor known for her transformational masterclasses and retreats, shared that both mother and baby are healthy and thriving. “Becoming a father has amplified my ‘why’ in ways I couldn’t have imagined,” said Perez. “Every brand I’ve ever built has been about impact and legacy—now that legacy has…

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