leisure Archives - Business RadioX ®

Family Business Radio

Thinking Beyond the Leisure of Retirement, with Anthony Chen, Host of Family Business Radio

00:00 /

Thinking Beyond the Leisure of Retirement, with Anthony Chen, Host of Family Business Radio

Family Business Radio host Anthony Chen urges us to think beyond the leisure of retirement and make a broad, well-conceived plan.

Anthony’s commentary was taken from this episode of Family Business Radio. Family Business Radio is underwritten by Anthony Chen with Lighthouse Financial Network.

Transcript

As we’re winding down and closing down the show, I like to close this out with what’s called Anthony’s Financial Take. Continuing picking back off the theme in terms of preparation for a succession plan in the financial world, the question that we would always want to ask is, what does an ideal retirement lifestyle look like?

And it’s think really hard, not just, oh yeah, I’m going to go out golfing efficiently. No, after, let’s say, six months of golf, unless you’re like a PGA tour kind of guy, you’re eventually going to get a little bored. But to really think, run through the scenario of what does my ideal retirement lifestyle really look like?

How do I want to be structured? And that’s my, my financial take of today’s theme. Thank you for listening in to Family Business Radio. Until next time. . .

Anthony Chen, Host of Family Business Radio

Family Business Radio is sponsored and brought to you by Anthony Chen with Lighthouse Financial Network. Securities and advisory services are offered through OSAIC, member FINRA/SIPC. RAA is separately owned, and other entities and/or marketing names, products, or services referenced here are independent of OSAIC. The main office address is 575 Broadhollow Rd., Melville, NY 11747. You can reach Anthony at 631-465-9090, ext. 5075, or by email at anthonychen@lfnllc.com.

Anthony Chen started his career in financial services with MetLife in Buffalo, NY, in 2008. Born and raised in Elmhurst, Queens, he considers himself a full-blooded New Yorker while now enjoying his Atlanta, GA, home. Specializing in family businesses and their owners, Anthony works to protect what is most important to them. From preserving to creating wealth, Anthony partners with CPAs and attorneys to help address all of the concerns and help clients achieve their goals. By using a combination of financial products ranging from life, disability, and long-term care insurance to many investment options through Royal Alliance, Anthony looks to be the eyes and ears for his client’s financial foundation. In his spare time, Anthony is an avid long-distance runner.

The complete show archive of Family Business Radio can be found by following this link.

Gwinnett Business Radio

Danielle Cheung with Bank of America, Emily Truax & Rich Aaron with Chateau Elan, and Laure Hoffman with The C12 Group

00:00 /

Rich Aaron, Emily Truax, Danielle Cheung, Laure Hoffman

Danielle Cheung/Bank of America

Bank of America is one of the world’s leading financial institutions, serving individual consumers, small and middle-market businesses, and large corporations with a full range of banking, investing, asset management and other financial and risk management products and services. The company provides unmatched convenience in the United States, serving approximately 46 million consumer and small business relationships with approximately 4,600 retail financial centers, approximately 15,900 ATMs, and award-winning online banking with approximately 34 million active accounts and nearly 22 million mobile active users. Bank of America is a global leader in wealth management, corporate and investment banking and trading across a broad range of asset classes, serving corporations, governments, institutions and individuals around the world. Bank of America offers industry-leading support to approximately 3 million small business owners through a suite of innovative, easy-to-use online products and services. The company serves clients through operations in all 50 states, the District of Columbia, the U.S. Virgin Islands, Puerto Rico and more than 35 countries. Bank of America Corporation stock (NYSE: BAC) is listed on the New York Stock Exchange.

Emily Truax & Rich Aaron/Chateau Elan Winery & Resort

Château Élan Winery & Resort is North Georgia’s premier meeting, event and vacation destination. On the 3,500-acre estate sits a 16th century-styled French château with a full-service winery and tasting bar, a AAA Four Diamond Inn and conference center, a 35,000-sq ft European spa mansion, 63 holes of championship golf, tennis center, seven distinctive dining outlets and a 95 room Hampton Inn & Suites. Château Élan is a proud member of the Preferred Hotels & Resorts group. For more information call 678-425-0900, visit them online at www.chateauelan.com or find them on Facebook, Twitter and Instagram.

Laure Hoffman/The C12 Group

The C12 Group is the largest and fastest growing Peer Advisory Group experience in the United States. Why? The C12 Group is not a business Bible study. It’s not a professional networking group or a guest speaker forum. It’s a movement of Christian business leaders truly changing the world in and through the marketplace. C12’s purpose and mission is to build great businesses for a greater purpose. In it’s 25th year, there are 2,000 Members across the country with seven groups currently meeting in and around Atlanta, with more groups starting in the coming months. The C12 Group has become the trusted authority on incorporating business best practices with the foundation of Biblical principles and core values. Business leaders from multiple industries convene monthly for a time of mutual sharpening, high-impact learning, and growth as stewards and Ambassadors for Christ in the marketplace. The C12 experience is accompanied by world-class curriculum and resources curated by top business and ministry leaders.