Renee’ Kennedy, President of AAA Life Solutions, Interviewed on the Influential Entrepreneurs Podcast Discussing Biggest Retiree Regrets

Renee’ Kennedy discusses retiree regrets Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-renee-kennedy-president-of-aaa-life-solutions-discussing-biggest-retiree-regrets/ The episode addresses the negative propaganda spread by investment firms, discouraging people from exploring certain financial solutions. Renee’ Kennedy suggests that these firms intentionally keep people unaware of options like tax-free retirement accounts and underwriting-free income accounts. Renee’ believes that if individuals truly understood how these accounts work, they would be excited to learn about them. However, due to the negative propaganda, many are missing out on potential benefits. Renee’ Kennedy encourages people to…

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Conor Bodaken, Loan Officer with Aslan Home Lending, Interviewed on the Elite Real Estate Leaders Podcast

Conor Bodaken discusses simplifying the home financing process. Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-conor-bodaken-loan-officer-with-aslan-home-lending/ Conor Bodaken, a loan officer, begins by emphasizing the need to evaluate the bigger picture and make decisions based on the client’s specific circumstances. He highlights that during the financial crisis in 2008-2009, many decisions were made without this evaluation, resulting in negative consequences. Conor also shares his approach to client interactions, which starts by establishing the right mindset. He prioritizes understanding the client’s short-term and long-term goals, even if it…

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Renee’ Kennedy, President of AAA Life Solutions, Interviewed on Podcast Discussing Financial Forecast: Dark Storms Ahead then Bright and Clear

Renee’ Kennedy discusses overcoming financial challenges. Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-renee-kennedy-president-of-aaa-life-solutions-discussing-financial-forecast-dark-storms-ahead-then-bright-and-clear/ One specific challenge discussed is the difficulty young people face in purchasing a house. Renee Kennedy explains that the real estate market operates on the principle of supply and demand, currently maintaining an equilibrium. She mentions her 30-year mortgage with a low-interest rate, recognizing that it may not be attainable for most people. This situation presents a significant hurdle for young individuals trying to afford housing and sheds light on the financial challenges…

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James Lavorgna, Founder of Spencer Advisory Services, Interviewed on the Influential Entrepreneurs Podcast Discussing Succession & Legacy Planning

James Lavorgna discusses building a sustainable future: succession planning and legacy strategies. Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-james-lavorgna-founder-of-spencer-advisory-services-discussing-succession-legacy-planning/ Succession planning refers to the process of determining the future owner of a business after the current owner exits. This can involve transferring the business to a family member or selling it to an outsider or group. It is crucial to establish governance and ideals to make sure that those of the future owners align with the culture and values of the business. Failing to do so…

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Coach to host webinar to help people transform their lives and achieve their goals

A new webinar is set to help people who feel trapped by their day-to-day lives find their purpose so they can achieve their dreams. Lifestyle transformation coach Todd Baker helps people reach their goals and change their lives for the better through his business Project 9 Life. Now he is hoping to help even more people with a live webinar on Tuesday, February 13.  The Progress Webinar will start at 8pm Mountain Standard Time (MST) on Zoom and will cost just $6 to attend. The live session will cover the…

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Ryan Quante, Founder of Care Income Advisors, Interviewed on the Influential Entrepreneurs Podcast Discussing Serving Financial Advisors, Attorneys & Care Communities

Ryan Quante discusses enhancing value for financial advisors, attorneys, and care communities.  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-ryan-quante-founder-of-care-income-advisors-discussing-serving-financial-advisors-attorneys-care-communities/   Long-term care events can have a significant impact on a client’s assets and self-esteem. Financial advisors recognize the devastating effect a long-term care event can have on a client’s portfolio, ultimately affecting their bottom line. The expenses associated with long-term care can create significant holes in a client’s financial bucket, leading to a decrease in their assets. This can be particularly challenging for clients who may have…

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James Lavorgna, Founder of Spencer Advisory Services, Interviewed on the Influential Entrepreneurs Podcast Discussing Tax Mitigation Strategies for Business Owners

James Lavorgna discusses tax mitigation strategies for entrepreneurs. Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-james-lavorgna-founder-of-spencer-advisory-services-discussing-tax-mitigation-strategies-for-business-owners/  Mike Saunders and James Lavorgna stress the importance of taking a comprehensive approach to tax planning and being proactive in implementing strategies. They clarify that tax mitigation strategies are not loopholes or illegal practices, but rather leveraging the structure of the federal tax code. James Lavorgna explains that his planning process begins with a discovery and diagnostic meeting with the client to understand their personal and business objectives. He gathers high-level…

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Alex Khassa, Founder of Clients Blackbox, Interviewed on the Influential Entrepreneurs Podcast

Alex Khassa discusses how Clients Blackbox is revolutionizing financial advisor marketing. Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-alex-khassa-founder-of-clients-blackbox/ The episode highlights the significance of adopting unique and innovative approaches to foster company growth. Alex Khassa points out that if everyone in the industry is using the same strategy or approach, it becomes challenging to outperform them. Seminars are used as an example, initially successful due to their novelty, but as more companies started using them, their effectiveness declined. Therefore, the episode suggests that to stand out…

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