Category: News

Roy Snarr discusses the importance of lifetime income  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-roy-snarr-founder-of-roy-snarr-retirement-solutions-discussing-lifetime-income/ The discussion centered around the concept of lifetime income, a crucial aspect of retirement planning that many people find confusing yet essential.  Roy defined lifetime income as a guaranteed stream of income for life, akin to a paycheck, with Social Security serving as a prime example. Explored the importance of having a contractual guarantee in retirement, emphasizing that while many people rely on salaries, these can be unstable due to job…

Jordan Mangaliman interviewed at The Influential Entrepreneurs Podcast discussing trust and transparency in retirement planning  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-trust-and-transparency-in-retirement-planning/ Jordan Mangaliman, a fiduciary retirement advisor and founder of Goldline Wealth Management. He delved into the crucial topics of trust and transparency in the financial advisory space, emphasizing how these elements have become vital currencies in today’s world.  In an era characterized by rapid technological advancements and an overwhelming influx of information, the concept of trust has become more crucial than ever. As highlighted…

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…

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…

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…

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…