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Shawn Maloney with Retire Wise, LLC

September 12, 2023 by Tom Sheldon

Northeast Georgia Business Radio
Northeast Georgia Business Radio
Shawn Maloney with Retire Wise, LLC
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Shawn Maloney

Shawn Maloney/Retire Wise, LLC

Retire Wise, LLC helps clients grow and protect their retirement savings so they can Retire Happy! Giving them peace of mind about their future using a transparent, comprehensive approach to planning and their “Retire Happy Framework”. They also offer core financial services, as it all starts with the core basics. Secure your future with Retire Wise, LLC – where retirement and financial planning meet to make your golden years shine!


Customized, proven, and holistic strategies designed to meet your goals and risk tolerance. Retire Wise, LLC will analyze your situation to make personalized recommendations.
Building long and short term strategies that help you realize your retirement success. Every successful retirement/financial plan starts with an excellent client relationship. Their mission and values include providing unmatched service and exceeding their client’s expectations. Acting as a fiduciary, they make sure your best interest is always upheld.

They believe in being transparent and educating clients as you go, not just throwing numbers and a plan at them. Part of the planning also includes what else goes into your retirement happiness and wellbeing, beyond the finances.

 

Our Community Partner for this episode of Northeast Georgia Business Radio is Winfield Realty Group. A giant thank you to Randy Winfield and his team for their continued support. Winfield Realty Group provides a “concierge”, “best in class” personal level of service to their clients. First time homebuyer, relocation, buying/selling your home; Winfield Realty Group is ready to assist!

Tagged With: northeast georgia, retire wise, retirement, shawn maloney, tom sheldon

Shantel Haines with Clarity Financial Solutions

September 7, 2023 by Tom Sheldon

Northeast Georgia Business Radio
Northeast Georgia Business Radio
Shantel Haines with Clarity Financial Solutions
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Shantel Haines 

Shantel Haines/Clarity Financial Solutions

Clarity Financial Solutions specializes in helping individuals develop sound retirement strategies. If you’re retired, or approaching retirement, take the time to explore their website and the wealth of information they offer.

They educate their clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

Clarity Financial Solutions understands the many challenges of retirement today and know the biggest concern for many is outliving their money. They focus on money management, as well as other issues that are critical to your financial well being.

The mission is to get to know and understand your needs, wants, and long-term goals. They want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.

 

Tagged With: amanda stilwell, Clarity, Financial, investments, northeast georgia, shantel haines, tom sheldon

Jocelyn Wykoff of Kiss It Jane

September 5, 2023 by Tom Sheldon

Northeast Georgia Business Radio
Northeast Georgia Business Radio
Jocelyn Wykoff of Kiss It Jane
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Jocelyn Wykoff
Jocelyn Wykoff/Kiss it Jane

Chat About Your Marketing! Ever felt like you could use a friendly ear that truly understands the marketing world? Hop on a Free Discovery Call with Kiss It Jane! They’ll chat about your offer, how you’re positioning yourself, and the journey you want your customers to experience. Plus, together, you’ll brainstorm ways to boost your brand and marketing strategy. Make marketing feel a little less complicated, together with Kiss It Jane.

Tagged With: jocelyn wykoff, kiss it jane, marketing, northeast georgia, tom sheldon

Erin Foley with Burger 21 – Roosterbrands

September 5, 2023 by Tom Sheldon

Northeast Georgia Business Radio
Northeast Georgia Business Radio
Erin Foley with Burger 21 - Roosterbrands
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Erin Foley
Erin Foley/Burger 21 – Roosterbrands

Their goal is to create a neighborhood spot where friends, families, and coworkers can come together and eat delicious quality burgers. With more than 21 burger varieties featuring Chicken, Seafood, Veggie and Beef, a Burger 21 burger is like nothing you’ve ever tasted. And don’t even get them started on their fries and shakes.

Recipes are meticulously crafted and infused with flavors that are crazy crave-able. While others are content to call re-heating and de-frosting “Gourmet”, they do things differently. They hand-cut and hand-patty each burger in their kitchen for each and every order. See you soon at your local Burger 21 location!

Tagged With: burger21, erin foley, food truck, northeast georgia, roosterbrands, tom sheldon

Pro Tax Tip – Energy Efficient Tax Credits

September 5, 2023 by Tom Sheldon

Northeast Georgia Studio
Northeast Georgia Studio
Pro Tax Tip - Energy Efficient Tax Credits
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Jacqueline Sheldon

Jacqueline Sheldon/Bottom Line Tax Solutions Pro Tax Tip

This Pro Tax Tip explains how remodeling and upgrading your home can help you save on taxes. New doors, windows, appliances(?)….this is for you!

Bottom Line Tax Solutions specializes in tax planning and tax resolution. The firm focuses on proactive tax planning and working with their clients throughout the year lower their tax liability and to help them keep more of what they make. Bottom Line Tax Solutions can assist clients who have back tax issues work out payment terms with the IRS, get penalties reduced, and in some cases settle their tax debts for less than what they owe.

 

 

A proud Community Partner of the Northeast Georgia Business RadioX studio.

Tagged With: bottom line, Jacqueline Sheldon, northeast georgia, pro tax tip, pro tip, Tax, Taxes, tom sheldon

Jason Bates with NEXA Mortgage

August 31, 2023 by Tom Sheldon

Northeast Georgia Business Radio
Northeast Georgia Business Radio
Jason Bates with NEXA Mortgage
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Jason Bates
Jason Bates/NEXA Mortgage

NEXA Mortgage is a full service mortgage company based in Chandler, Arizona. They specialize in every form of real estate financing. Home, investment and commercial properties.  Mortgage rates change quickly, click here for a free customized rate quote. While you’re there, register for their Virtual Home Buying Seminar!

Tagged With: jason bates, mortgage, nexa, northeast georgia, tom sheldon

Gena Mango, Elizabeth Hendrix of Georgia DFCS and Megan Ward of Five Hive

August 30, 2023 by Tom Sheldon

Northeast Georgia Business Radio
Northeast Georgia Business Radio
Gena Mango, Elizabeth Hendrix of Georgia DFCS and Megan Ward of Five Hive
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Gena Mango, Elizabeth Hendrix, Megan Ward

Gena Mango & Elizabeth Hendrix/Georgia DFCS 

The Division of Family & Children Services (DFCS) Caregiver Recruitment and Retention Unit (CRRU) is charged with recruiting, retaining and supporting foster, adoptive and kinship caregivers. Since its inception, CRRU has managed the Foster Georgia website, inquiry line and chat feature. In addition, CRRU coordinates statewide recruitment efforts to bring awareness to the need for foster and adoptive parents. To ensure that prospective caregivers are able to advance through the approval process in a timely manner and receive the required continued parent development hours after approval, CRRU seeks to contract with a qualified provider(s) to provide pre-service and post-service training services. If you’re interested in becoming a foster caregiver, call (877) 423-4746.

Megan Ward/Five Hive

Administered by foster parents in partnership with the Division of Family and Children Services, The Five Hive connects Region 5 foster families and provide a strong peer support network. Through a variety of initiatives, The Five Hive serves the Region 5 foster care community and address persistent challenges by focusing on placement, family support, community engagement, and region unity.

Tagged With: DFCS, elizabeth hendrix, gena mango, megan ward, northeast georgia, northeast georgia business radio, region 5, tom sheldon

Lisa Stephens with Legacy Youth Mentoring

August 29, 2023 by Tom Sheldon

Northeast Georgia Business Radio
Northeast Georgia Business Radio
Lisa Stephens with Legacy Youth Mentoring
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Tom Sheldon and Lisa Stephens
Lisa Stephens/Legacy Youth Mentoring

A friendship-based youth mentoring program, Legacy Youth Mentoring serves Jackson County, Jefferson City, and Commerce City School Systems.

Volunteers are trained and matched with students who need the encouragement of a mentor. Quality mentoring relationships have powerful positive effects on young people in a variety of personal, academic, and professional situations such as connections to career exploration or development. Ultimately, mentoring connects a young person to personal growth and development. A mentor who can guide, motivate, and encourage their mentee will play a meaningful role in the life of a young person. The 40 Developmental Assets research by Search Institute tells us that kids are most successful when they have three or more non-parent adult role models in their lives. Having multiple people surrounding your child will only help to ensure they grow up into happy, successful adults.

Mentors build supportive friendships with their mentee, helping the young person discover their STRENGTHS to guide them toward growth and success. Mentors share hands-on skills, life skills, experience, and friendship with their student which will expand their network of support. Mentors receive training through Legacy Youth Mentoring which will help them learn to support their mentee by helping them identify their natural SPARKS and build upon their strengths. Their volunteers will also use 5 Key Actions as mentors: 1) Show they CARE 2) Challenge GROWTH 3) Provide SUPPORT 4) Share Power 5) Expand Possibilities

Tagged With: legacy, lisa stephens, mentoring, northeast georgia, northeast georgia business radio, tom sheldon

Pro Tax Tip – Beneficial Ownership Information Reporting

August 29, 2023 by Tom Sheldon

Northeast Georgia Studio
Northeast Georgia Studio
Pro Tax Tip - Beneficial Ownership Information Reporting
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Jacqueline Sheldon

Jacqueline Sheldon/Bottom Line Tax Solutions Pro Tax Tip

This Pro Tax Tip explains the upcoming requirement of the Beneficial Ownership Information Reporting. Entities that are LLC or Corporations….this is for you!

Bottom Line Tax Solutions specializes in tax planning and tax resolution. The firm focuses on proactive tax planning and working with their clients throughout the year lower their tax liability and to help them keep more of what they make. Bottom Line Tax Solutions can assist clients who have back tax issues work out payment terms with the IRS, get penalties reduced, and in some cases settle their tax debts for less than what they owe.

 

 

A proud Community Partner of the Northeast Georgia Business RadioX studio.

Tagged With: beneficial ownership reporting, Jacqueline Sheldon, northeast georgia, pro tip, Taxes, The Bottom Line with Jacqueline Sheldon, tom sheldon

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