Chris Yap, Author at Business RadioX ® Page

John Smallwood with Smallwood Wealth Management

September 24, 2020 by Chris Yap

John L. Smallwood is President of Smallwood Wealth Management and affiliated companies.

A CERTIFIED FINANCIAL PLANNER™ professional, provides investment consulting and financial plan design for corporate executives, entrepreneurs, and professionals.

John’s strength lies in his ability and commitment to continually improve the level and quality of the planning process. It is his objective to provide a process of repositioning assets to help decrease risk, decrease taxation and increase protection.

His clients recognize a coordinated long-term approach to wealth creation and preservation. His dedication to his clients’ growth involves an evolving strategy that strives to meet the demands, desires, and needs of his clients in a continually changing economic environment.

Connect with John on LinkedIn and Facebook.

Todd Tresidder with Financial Mentor

September 24, 2020 by Chris Yap

Todd Tresidder graduated from the University of California at Davis with a B.A. in economics and a passion for creating successful businesses.

A serial entrepreneur since childhood, Todd went on to build his own wealth as a hedge fund investment manager before “retiring” at 35 to teach others.

Today, he provides advanced investment and retirement planning education at FinancialMentor.Com showing you what works, what doesn’t, and why based on a depth of proven experience.

Connect with Todd on LinkedIn, Facebook, and Twitter.

Retirement Tips Radio: Bob Kaye with Retirement Planning Associates

September 24, 2020 by Chris Yap

Bob Kaye is a Personal Wealth Manager who specializes in working with professionals in relation to their retirement benefit plans. He helps individuals and their families transition into retirement and guides them toward achieving financial security.

He does this by working with their own advisors as well as his own team of experts. He limits his clientele to a number of clients for whom he feels he can provide the most value. He is glad to get together for an initial meeting to determine whether or not he may be able to accept and work with a new client in the future. He has been acting as Financial Advisor for professionals for 25 years.

He is a fully licensed investment advisor representative in insurance, annuities, mutual funds, stocks and bonds and is also additionally qualified as a Certified Funds Specialist®, a designation held by only about 1% of those licensed to work with mutual funds. Retirement Planning Associates, headed by Bob Kaye, offers complete wealth management services including investment consulting with appropriate tax strategies that best take advantage of available resources using fitting investment vehicles.

Wealth management further includes advanced planning that breaks down into wealth enhancement: return and safety with investment, wealth transfer: estate planning and generational transfer at death, wealth protection: appropriate life insurance covering all aspects, and charitable giving tailored to desires of clients with tax advantaged priorities.

Retirement Planning Associates is affiliated with Securities America, Inc., one of the nation’s largest and most successful independent general broker/dealers. He has been pleased to be the recipient of the President’s Volunteer Service Award in a Capitol Hill ceremony in Washington, D.C. for his volunteer activities concerning human rights. The President’s Council on Service and Civic Participation launched the President’s Volunteer Service Award in 2003. The award (PVSA) is the premier volunteer awards program.

Securities Offered Through Securities America, Inc., Member FINRA/SIPC. Check the background of this financial professional on BrokerCheck: www.brokercheck.finra.org. For full disclosures please visit: www.bobkaye.net

Retirement Tips Radio: Jeff Gitterman with Gitterman Wealth Management

September 21, 2020 by Chris Yap

Jeff Gitterman is a co-founding partner of Gitterman Wealth Management, and a thought leader in the Sustainable, ESG, and Impact Investing field. He is the creator of his firm’s SMART (Sustainability Metrics Applied to Risk Tolerance)® Investing Services, which offer investment opportunities for individual clients, as well as research and investing services for other financial professionals in the Sustainable, ESG, and Impact arenas.

Noted as an “ESG expert” by Financial Advisor magazine, Jeff has also been featured in the past in Money Magazine, Barron’s, Morningstar Magazine, The Wall Street Journal, CNN, and Affluent Magazine, among many others. He also speaks frequently about Sustainable, Impact, and ESG Investing at conferences throughout the US, including Morningstar, Fidelity, Barron’s, Financial Advisor Magazine, Bloomberg, and many others. In 2018, he was named RIA “Thought Leader of the Year” by WealthManagement.com.

Over the past several years, Gitterman Wealth Management has also hosted several large sustainable investing conferences for financial advisors in New York City, with the 2019 and 2018 conferences, as well as the 2019 Family Office Impact Summit taking place at the United Nations Headquarters. Jeff deeply believes that the migration of investor capital towards Sustainable, ESG, and Impact investing is one of, if not the most effective way to help realize the United Nations supported Sustainable Development Goals (SDGs), and he is committed to helping both investors and other financial professionals navigate this rapidly growing landscape.

Jeff is also the co-host of TheIMPACT TV show, which airs on Bloomberg TV, the author of Beyond Success: Redefining the Meaning of Prosperity, and an Associate Producer of the feature documentary film, Planetary.

Connect with Jeff on LinkedIn.

Retirement Tips Radio: Mike Sloan with Camas Advice

September 14, 2020 by Chris Yap

After serving 4 years in the United States Navy, Mike Sloan entered the financial services industry in 1985. His experience includes serving in a variety of positions including personal financial planner for a national firm, Regional Manager for a major life insurance company, and Regional Director for a national benefits consulting firm.

Today Mike is a Chartered Retirement Planning Counselor and Business Advisor with Camas Advice and partners with CPA’s and other financial professionals to bring more value to their clients through a more proactive and comprehensive approach to solving clients financial concerns and achieving their goals.

Today’s business or owner or professional has complex business and personal financial planning needs that no single advisor can serve.

Specifically, our team can help with everything from Retirement Planning, Key Employee Retention, Business Succession, Cost Segregation, Cost Remediation, Business Valuations, Captive Insurance Companies, and more.

Mike is based in Orlando, FL and enjoys photography, fishing, exploring and traveling. Traveling is my passion and I have been fortunate to visit 45 states and over 20 countries. My favorite trip so far was spending 3 months backpacking across Europe.

Connect with Mike on LinkedIn.

Retirement Tips Radio: Renee Cohen with Northwestern Mutual

September 11, 2020 by Chris Yap

Renee Cohen is a financial strategist, partnering with couples to help them achieve confidence and peace of mind on their path to financial wellness.

Renee helps her clients have a healthy money mindset & up-level their financial game with customized strategies and solutions to authentically design their retirement lives.

Connect with Renee on her Website and LinkedIn

Retirement Tips Radio: Kevin McCarthy with On-Purpose Partners

September 10, 2020 by Chris Yap

Kevin W. McCarthy is a classically educated businessman with an undergraduate degree in business and economics from Lehigh University and an MBA from The Darden School on the grounds of the University of Virginia. He’s the Chief Leadership Officer of On-Purpose Partners, a business strategy advisory firm serving CEOs and CLOs that is based in Winter Park, FL. He founded the firm in 1983.

Those are the raw facts about Kevin. Now let’s meet the real Kevin—the person, the entrepreneur, and the business owner for over five decades. His first sweet taste of a business start-up was in elementary school selling penny candy at a 500% markup to his classmates on the school bus. Not only did he feed his sweet tooth, it enriched his dentist’s business at his parents’ expense.

Years later … as a “much older and wiser” 8^th-grade class president at Shady Side Academy in Pittsburgh, Kevin successfully negotiated for his class to obtain the first-ever Coca-Cola fountain concession in the Middle School lunchroom. Kevin says, “That venture funded our class parties through senior high. Being elected class president every year thereafter, in my senior yearbook the editors nicknamed me “The Resident President.”

Fast forward past the earlier adult years when Kevin was a USPTA teaching tennis professional, a greeting card publisher, and a commercial real estate developer. Since the late 1980s, Kevin has likely directly or indirectly influenced your life and work through his visionary thinking and writing in the field of business leadership. At that time, he began a conversation about purpose and being on-purpose. Even today, his On-Purpose^® Approach is the gold standard in this field and still remains on the leading edge of personal development and business leadership thinking.

Connect with Kevin on LinkedIn and Facebook