Category: News

Michelle Moore discussing protecting what matters   Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-michelle-moore-founder-and-retirement-specialist-with-moore-family-wealth-discussing-protecting-what-matters/  Michelle’s background as an occupational therapist, coupled with her personal experiences, has given her a profound understanding of the complexities and emotional toll that can arise when one’s wishes are not clearly documented. She highlighted the necessity of having advanced directives, trusts, and wills in place to avoid the potential mess and financial strain on those left behind.  Also discussed the misconceptions surrounding estate planning and the importance of setting up a trust…

Michelle Moore discusses building the retirement paycheck   Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-michelle-moore-founder-and-retirement-specialist-with-moore-family-wealth-discussing-building-your-retirement-paycheck/ Michelle explained how she helps clients transition from the uncertainty of “I hope I’ve saved enough” to the confidence of “I know I’ve saved enough” for retirement. She emphasized the importance of structuring retirement income through various sources like social security, IRAs, mutual funds, and other investment accounts.  As individuals approach retirement, the transition from a regular paycheck to a fixed income can evoke a mix of excitement and anxiety. The prospect…

Michelle Moore discussing the retirement mindset   Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-michelle-moore-founder-and-retirement-specialist-with-moore-family-wealth-discussing-the-retirement-mindset/  In this episode of Influential Entrepreneurs, Michelle Moore, the founder and retirement specialist at Moore Family Wealth. She delved into the crucial topic of the retirement mindset and how it can significantly impact one’s financial future.   Michelle shared her unique journey from working as an occupational therapist to becoming a financial advisor, driven by her personal experiences and the desire to help others avoid financial hardships. Her background in healthcare allows her to…

Scott Edelman discusses the importance of wealth protection   Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-scott-edelman-founder-of-edelman-wealth-management-group-discussing-wealth-protection/ Scott shared his extensive experience, highlighting that his firm has been in business for nearly 30 years, focusing on the principles of accumulating, protecting, and transferring assets. Emphasized that while accumulating wealth is relatively straightforward, protecting that wealth requires careful planning and strategic measures.  He discussed the importance of protecting one’s paycheck, especially during the working years, through disability income protection. Scott pointed out that without a steady income, individuals cannot…

Scott Edelman discussing guaranteed income   Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-scott-edelman-founder-of-edelman-wealth-management-group-discussing-guaranteed-income/   Scott Edelman delved into the concept of guaranteed income in retirement, emphasizing the importance of certainty and peace of mind for retirees.   Scott explained that guaranteed income is essentially about providing a reliable paycheck during retirement, which is crucial for individuals who want to ensure their financial stability after years of hard work and saving. Mike Saunders and Scott Edelman discussed how traditional pension plans are becoming less common, making it vital for…

Scott Edelman discusses the main risks of retirement   Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-scott-edelman-founder-of-edelman-wealth-management-group-discussing-risks-of-retirement/ In this episode of Influential Entrepreneurs, Scott Edelman, the founder of Edelman Wealth Management Group, explores the critical topic of the five risks of retirement. With nearly 30 years of experience in the industry, Scott shared valuable insights on how to navigate these risks effectively.   The discussion began with longevity risk, highlighting how advancements in modern medicine have led to longer lifespans, which necessitate careful financial planning to ensure that retirement…