Category: News

Clark Smith discusses the retirement planning process Listen to the interview on the Business Innovators Radio Network: Interview with Clark Smith, President of Golden Years Financial Discussing Retirement Planning Process Clark Smith, president of Golden Years Financial, to delve into the intricacies of the retirement planning process. Clark emphasizes that a robust retirement plan goes beyond just having funds in a 401k or IRA; it’s about crafting a comprehensive strategy that transforms retirement into a time of joy, passion, and fulfillment. He shares insights on the importance of starting the…

Terry Register Discusses Mastering Tax Strategies for Retirement Listen to the interview on the Business Innovators Radio Network: Interview with Terry Register- CEO of Capsur Tax and Estate Planning-Mastering Tax Strategies for Retirement Terry Register, CEO of Capsur Tax and Estate Planning, to discuss mastering tax strategies for retirement. Terry shares his unique journey into the financial services industry, which began at a young age when he read “Think and Grow Rich” and was influenced by his mother’s work at Bank of America. He highlights the importance of strategic planning…

Scott Leonardi, President and Owner of Complete Solutions, Inc., leads an independent retirement-planning and insurance firm dedicated to helping pre-retirees “get their ducks in a row” so healthcare costs don’t derail their golden years. For more than 25 years, he has guided families through Medicare decisions, Social Security strategies, and asset preservation planning. Leonardi was recently featured on FOX 47’s “The Morning Blend,” where he outlined proven ways to shield a lifetime of savings from the rising price of long-term care. “The biggest threat to a retirement nest egg isn’t…

Dr. Karen Y. Wilson-Starks has launched the “FAB 500 Best of Series” with a line-up of memorable guests from “The Voice of Leadership” show. Each guest has an important message for C-Suite leaders. FAB 500 guests include CEOs, entrepreneurs, artists, clergy, and others with guidance to share.

Dave Barr discusses conquering retirement planning fears Listen to the interview on the Business Innovators Radio Network: Interview with Dave Barr Founder of Barr Asset Management Discussing Fears About Retirement Planning – Business Innovators Radio Network Dave Barr, founder of Barr Asset Management, discusses the critical topic of overcoming fears and misconceptions about retirement planning. He shares a poignant reminder received early in his own career: “You can’t afford to make all your own mistakes.” This statement underscores the importance of seeking guidance and starting the process early. In doing…

Clark Smith discusses the importance of having a retirement lifestyle Listen to the interview on the Business Innovators Radio Network: Interview with Clark Smith President of Golden Years Financial, Discussing Retirement Lifestyle – Business Innovators Radio Network Clark Smith, president of Golden Years Financial, to discuss the often-overlooked aspects of retirement lifestyle. They explore how individuals can transition from accumulating wealth to enjoying their golden years. Clark emphasizes that while retirement is typically envisioned as a joyful and exploratory phase, many people struggle to fully embrace it due to financial…