Category: Finance

Steven Lippman discusses avoiding paying out of pocket for long-term care expenses.  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-steven-a-lippman-lutcf-mba-founder-of-lippman-insurance-group-discussing-long-term-care/ Steven explained: “One of the most important steps in avoiding out-of-pocket long-term…

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Jeffrey Stevens announces a new publication his firm has come out with to educate pre-retirees lower taxes and prepare for retirement. Taxes are a significant factor to consider when creating a retirement plan. Paying taxes…

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Dominique Dieujuste discusses the benefits of working with an independent insurance agent vs. a captive agent. Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-dominique-dieujuste-financial-professional-ceo-of-dieujuste-financial/ Dominique explained: “An independent insurance agent offers many…

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Patrick Anderson discusses how tax planning impacts retirement income planning. Listen to the interview on the Business Innovators Radio Network:  https://businessinnovatorsradio.com/interview-with-patrick-anderson-president-of-unifirst-financial-tax-consultants/ Patrick explained: “When it comes to tax planning for retirement income, one of the…

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Jeffrey Stevens announces a new publication his firm has come out with to educate pre-retirees on Social Security claiming options. Stevens says, “At Preferred Retirement Strategies, we help our valued clients develop a clear understanding…

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Elizabeth Kinsey discusses the differences between mortgage Buydown vs. ARM Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-elizabeth-kinsey-loan-originator-with-prime-lending/  An Adjustable-Rate Mortgage (ARM) is a home loan with an interest rate that can…

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Don Plotsky discusses how a portfolio allocation to Specialty Finance can enhance portfolio performance, reduce risk, and create Predictable Income. Listen to the interview on the Business Innovators Radio Network:  https://businessinnovatorsradio.com/interview-with-don-plotsky-co-founder-of-alternative-income-solutions-discussing-predictable-income-with-specialty-finance/# Specialty Finance involves using…

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Tom Rutkowski discusses the innovative concept of Private Banking. Questions covered in this interview include: What exactly is private banking? So which is better, whole life or IUL? I heard IUL is riskier. Is that…

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Listen to the interview on the Business Innovators Radio Network:  https://businessinnovatorsradio.com/interview-with-eunicia-peret-ceo-and-founder-of-the-empowered-financial-planner/ Many business owners don’t think about exit planning until it’s too late. They may not have a succession plan in place or have thought…

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