Category: News Room

Sean Pahut, a Financial Consultant with Montana Wealth Management, was Interviewed on Podcast About How the Benefits of Being an Independent Financial Professional

News Room

Sean Pahut discusses how Montana Wealth Management aims to provide confidence around financial planning by utilizing their experienced advisors to create a customized plan tailored to better support their clients’ financial, family, and life goals. Whether it’s a newly empty nest, marriage, divorce, moving, a big promotion at work, aging parents, selling a business, or starting a new one…change is inevitable. Everyone wants a golden retirement. But saving for retirement is no easy task. The baby boomer generation is graying. More and more people are approaching retirement age. With Social…

Read More

Todd Smith, CFP® President & CEO of Level 5 Financial Interviewed on Podcast Discussing How Retirement Income and Tax Planning Are Different

News Room

Todd explained, “One of the biggest financial decisions you will make in your lifetime is how to plan for retirement. There are many factors to consider, including when to retire, how much money you will need to support yourself, and how to generate income during retirement. Another important factor is taxes.”  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-todd-smith-cfp-president-ceo-of-level-5-financial-discussing-how-retirement-income-and-tax-planning-are-different/ Many people think that retirement planning and tax planning are the same, but some essential differences exist. Here’s a look at how retirement income and tax planning are…

Read More

Terri Thompson, Realtor with Trinity Team Real Estate at Keller Williams Preferred, was Interviewed on the Influential Entrepreneurs Podcast

News Room

Terri recently sat down for an enlightening interview about real estate and how she serves her clients in the real estate arena in Denver.   Thompson said about her focus on providing value to her clients: “I am passionate about my work because I thrive on the opportunity to help my clients develop and achieve their goals.  Real estate is more than a house or building; it’s a lifestyle and a vehicle to build a better financial future. At Trinity Team, we provide our clients and residents with a sense…

Read More

Peacock Premier Properties Realtor® Kristen Conti Honored for Florida Realtor’s Best Article of the Year Entitled ‘A Not So Bird-Brained Idea’

News Room

Realtor® Kristen Conti was honored for Florida Realtor’s Best Article of the Year Entitled “A Not So Bird-Brained Idea” in recognition of her marketing excellence when opening Peacock Premier Properties during a worldwide pandemic.

Read More

Julia Block Pearson, CEO of Stratos Creative Marketing, Interviewed on Inspired Business Leaders Podcast

News Room

Julia discusses how her company creates websites, social media, and emails that accomplish business goals. Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/ep-9-interview-with-julia-block-pearson-ceo-of-stratos-creative-marketing-with-nick-bour-founder-of-inspire-wealth/ Designing a website goes beyond just looking great; it needs to produce leads! Here are the Top 10 tips to keep in mind Keep it simple The first tip for website design for lead generation is to keep it simple. A website should be easy to navigate and understand. This will make visitors more likely to stay on the site and convert into leads.…

Read More

Todd Smith, CFP®, ChFC®, CTM®, CLTCTM President & CEO of Level 5 Financial Interviewed on Podcast Discussing the Retirement Resource Center

News Room

Todd Smith discusses his mission to impact and improve his clients’ financial lives – both personally and professionally. Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-todd-smithcfp-president-ceo-of-level-5-financial-discussing-the-retirement-resource-center/ When planning for retirement, there are a few key things to remember. Here are the top tips: – Start saving early: The sooner one starts saving for retirement, the better. Even if they can only save a little bit each month, it will add up over time. – Invest wisely: Choosing the right investments is crucial for a comfortable retirement. Work…

Read More

Curtis L. Jenkins, Author, Award-winning Project Management Professional, Keynote Speaker, Forbes Contributor & Philanthropist, Interviewed on Podcast

News Room

Jenkins discusses the benefits of  his Realization Framework Experience. He works with clients ready to go to the next level. Visionaries are eager to realize their full potential and need support, connections, and advisory. Every experience is another step… and another opportunity to learn and grow. This is the foundation on which Curtis L. Jenkins built his revolutionary methodology – The Realization Framework Experience ®. Using the framework, Jenkins helps entrepreneurs overcome the obstacles and challenges they face in business, avoid backsliding into negative habits, and achieve their dreams –…

Read More