retirement planning Archives - Page 4 of 5

The RichLife Retirement Show with Beau Henderson and Bill Maine #002

August 9, 2020 by Rose

North Georgia Business Radio

The RichLife Retirement Show with Beau Henderson and Bill Maine #002

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Join Beau Henderson, CEO of RichLife Advisors and Bill Maine from WDUN for a conversation about the market outlook, Social Security, healthcare, taxes, and a lot more.

About Beau Henderson:

Beau Henderson is a retirement planning specialist located in Gainesville, GA, a USA Today and Wall Street Journal best-selling author, and the founder and visionary of RichLife Advisors. He has helped more than 3,000 clients to not only improve their relationship with money, but to live their unique definition of a fulfilled, meaningful retirement with purpose.

Through his innovative RichLife Retirement Success Strategy™, Beau and his team at RichLife Advisors help families across the United States approaching retirement to properly address the six components a successful retirement:

Maximizing income (including Social Security)
Optimizing assets for long-term growth
Paying less in taxes
Planning for healthcare
Protecting the people and things that they care about the most and
Addressing non-financial considerations to ultimately living their unique definition of a RichLife in retirement

Beau is an avid local business advocate, podcast enthusiast and studio owner of North Georgia Business RadioX. He was recognized as Junior Achievement’s Business Partnership of the Year in 2016 for his efforts and commitment to increasing financial literacy in the community.

Website:

RichLifeAdvisors.com

Contact Beau:

EMAIL
Info@RichLifeAdvisors.com

PHONE
(770) 249-7424

Connect with Beau:

Facebook — https://Facebook.com/RichLifeAdvisors
Twitter — https://Twitter.com/RichLifeAdvisor
LinkedIn.com — https://www.linkedin.com/in/beauhenderson/

Faye Sykes, Social Security Benefit Planners

September 17, 2019 by John Ray

North Fulton Business Radio

Faye Sykes, Social Security Benefit Planners

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“North Fulton Business Radio,” Episode 164: Faye Sykes, Social Security Benefit Planners

Approximately 30% of Americans count on Social Security to fund 100% of their retirement, and the average retired American derives 40%-60% of their retirement income from Social Security. Faye Sykes is on a mission to help people maximize their Social Security benefits. She joined host John Ray on this edition of “North Fulton Business Radio,” broadcast from Renasant Bank in Alpharetta.

Faye Sykes, Social Security Benefit Planners

Faye Sykes is the CEO of Social Security Benefit Planners. Social Security Benefit Planners is a flat fee retirement income planning company. Just like a CPA helps you navigate the IRS, SSBP helps you navigate the almost 2,800 regulations that oversee Social Security. Faye Sykes, also CEO of Scarlet Oak Financial Services, started her career in the financial sector in 2005. Her passion is helping people understand and make better decisions for themselves and their families.

For additional information, go to the Social Security Benefit Planners website. You can also call 877-270-7727 or email by clicking here.

“North Fulton Business Radio” is broadcast from the North Fulton studio of Business RadioX®, located inside Renasant Bank in Alpharetta. Renasant Bank has humble roots, starting in 1904 as a $100,000 bank in a Lee County, Mississippi, bakery. Since then, Renasant has grown to become one of the Southeast’s strongest financial institutions with approximately $12.9 billion in assets and more than 190 banking, lending, wealth management and financial services offices in Mississippi, Alabama, Tennessee, Georgia and Florida. All of Renasant’s success stems from each of their banker’s commitment to investing in their communities as a way of better understanding the people they serve. At Renasant Bank, they understand you because they work and live alongside you every day.

Tim Fulton, Small Business Matters, and Anthony Chen, “Family Business Radio”

August 19, 2019 by John Ray

North Fulton Business Radio

Tim Fulton, Small Business Matters, and Anthony Chen, "Family Business Radio"

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**John Ray, Anthony Chen, and Tim Fulton**

“North Fulton Business Radio,” Episode 156: Tim Fulton, Small Business Matters, and Anthony Chen, “Family Business Radio”

On this edition of “North Fulton Business Radio,” host John Ray speaks with small business consultant Tim Fulton, Small Business Matters, and family business specialist Anthony Chen, host of “Family Business Radio” on Business RadioX®.

Tim Fulton, Small Business Matters

Tim Fulton is a nationally recognized small business consultant and advocate. He has been involved in entrepreneurship for the past thirty years in varying capacities as a successful business owner, a small business counselor, and as an adjunct university professor. In 1994, he started Small Business Matters, an independent management consulting and training practice. During this time he has worked with companies such as Lucent Technologies, Carlson Companies, Insignia ESG, and Georgia Power.

Tim’s past work experience also includes serving as the assistant director of the Small Business Development Center at Clayton State University and the Director of the Family Business Institute at Florida International University. He has worked with thousands of business start-ups and existing business entities as a catalyst for starting and growing their business enterprise.

Tim’s own entrepreneurial experience includes the ownership and operation of several fast-growing retail and service businesses. Each of which resulted in successful M&A opportunities. In addition, he was one of the founders of a successful Atlanta-based INC 500 internet software company.

Tim currently is a Vistage Group Chair in Atlanta, Georgia. Over the past fourteen years, Tim has facilitated over 500 executive group meetings, participated in over 3000 face-to face discussions with chief executives, and trained over 2000 small business owners.

Tim Fulton is the author of a very popular award-winning book on small business titled Small Business Matters. This past year he published his second book Small Business Matters and All That Jazz. He has also been published and featured in numerous magazines and newspapers including the Atlanta Business Chronicle, Entrepreneur Magazine, and Catalyst Magazine. Tim also publishes his own award-winning electronic monthly newsletter, SMALL BUSINESS MATTERS, for small business owners.

Starting in 2013, Tim Fulton began hosting the Small Business Matters Conference in Atlanta. The event features twelve different speakers and over 200 small business owners and key executives in attendance.

For more information, go to the Small Business Matters website. To contact Tim directly, you can email or call directly at 678-427-9436.

Anthony Chen, “Family Business Radio”

**Anthony Chen, Host of “Family Business Radio”**

Anthony Chen is a financial advisor with Lighthouse Financial Network and the host of “Family Business Radio” on Business RadioX®.

Anthony 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.

Securities and advisory services offered through Royal Alliance Associates, Inc. (RAA), member FINRA/SIPC. RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA. The main office address is 575 Broadhollow Rd. Melville, NY 11747. You can reach Anthony at 631-465-9090 ext 5075 or by email.

Myles Smith, Empowered Transitions, and Todd Colwell, Sky Zone and Fowling Warehouse

August 5, 2019 by John Ray

North Fulton Business Radio

Myles Smith, Empowered Transitions, and Todd Colwell, Sky Zone and Fowling Warehouse

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**John Ray, Myles Smith, and Todd Colwell**

“North Fulton Business Radio,” Episode 152: Myles Smith, Empowered Transitions, and Todd Colwell, Sky Zone and Fowling Warehouse

How do you discover your unmet potential in retirement? Looking for a cool way to organize a corporate team building event? The answers to these questions and much more come from Myles Smith, Empowered Transitions, and Todd Colwell, Sky Zone and Fowling Warehouse. Join host John Ray as he speaks with these two great guests on this edition of “North Fulton Business Radio.”

Myles Smith, Empowered Transitions, LLC

Myles Smith is the Founder and CEO of Empowered Transitions, LLC. Through Empowered Transition, Myles helps people transition into retirement, not a cookie cutter “every day is a Saturday” retirement, but one that is custom built for them. Myles works with people to get past the anxieties and emotional issues they are coping with around retirement so they can retire to a life of their choosing, one which has meaning and purpose for them, and where they can have a lot of fun! When someone retires anymore, they are not retiring from whatever they were doing, they are retiring to the next phase of their life and the unlimited potential that holds for them.

Myles is a co-author of the international best-selling book on retirement, Retire Inspire 1, which came out this past March. He has a forthcoming book, “The Unlimited Potential of Your Retirement – Retire and Do What You Really Want to Do!,” to be released in a few months.

For more information on Empowered Transitions, go to https://empoweredtransitions.com to see some of the people Myles has helped.

Todd Colwell, Cole Family Entertainment, Sky Zone and Fowling Warehouse

Todd Colwell is the Manager of Sales, Organizational Development, and Projects for Cole Family Entertainment. Cole Family Entertainment provides active entertainment through two brands, Sky Zone Indoor Trampoline Parks and Fowling Warehouse. Sky Zone has three Metro Atlanta locations, in Suwanee, Roswell, and Newnan. Fowling Warehouse, new to Atlanta, will be opening soon in Midtown. Fowling™ [foe-ling] is the original football bowling pin game.

Cole Family Entertainment’s Jump In To Give™ is their organization’s way of giving back to the populations they serve locally, as well as the broader community. The “Sky Zone Young Heroes” program recognizes local youth who have demonstrated service in their local community. Sky Zone Cares is an annual partnership with a non-profit organization. Finally, Aim Sky High is a scholarship program where team members who meet a given criteria and are selected, will receive college tuition assistance.

Tax Planning for a Better Retirement

August 1, 2019 by Tom Sheldon

Northeast Georgia Studio

Tax Planning for a Better Retirement

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Steven Julian, Jacqueline Sheldon, Tom Sheldon

On this episode of “The Bottom Line with Jacqueline Sheldon”, hosts Tom and Jacqueline discuss tax planning for a better retirement with Financial Advisor Steven Julian of Infinity Wealth Management Group.

Steven Julian/Infinity Wealth Management Group

Infinity Wealth Management Group is here to serve. Let them know how they can help you take the first step, the next step, or plan for the last steps of your financial journey. They believe that you are looking to work with someone to help you on your financial journey. They want to help you build a team to win your financial journey. They believe their job is to teach what they know and listen and learn from what their clients know. They believe history and current trends will help them make the best investment decisions with their clients. Everyone has different goals to achieve. If they can help you down the road of your financial journey, then they have served you well.

Jacqueline & Tom Sheldon/Bottom Line Tax Solutions

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.

Insurance: What You Need to Know and How it Fits in Your Financial Planning

June 26, 2019 by Garrett Ervin

Gwinnett Studio

Insurance: What You Need to Know and How it Fits in Your Financial Planning

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Adam Gaslowitz, Andy Siegel, Philip Kahn, Craig Frankel

Andy N. Siegel, CPCU, CIC, AAI and President of Siegel Insurance

Andy Siegel, President of Siegel Insurance, grew up in Atlanta. He joined the family business in 1985 upon earning his BBA in Risk Management and Insurance from the University of Georgia, and his MBA in Insurance from The College of Insurance in New York. he is a Chartered Property & Casualty Underwriter (CPCU), a Certified Insurance Counselor (CIC), and an Accredited Advisor in Insurance (AAI).

Volunteering on behalf of Atlanta’s Jewish community, Andy has served on the board of Jewish Vocational Services, which merged with Jewish Family Services in 1995, and he remained as an officer during the year the two organizations combined. Over the past 20 years, Andy has also assisted the Jewish Federation of Greater Atlanta with their annual fundraising campaign. He has further served on the board of Ahavath Achim Synagogue since 2004, and has co-chaired the Greenfield Hebrew Academy golf outing for the past three years.

Philip R. Kahn, CPA/CFP, Kahnsulting Financial Planning

Philip Kahn CPA, CFP® of Kahnsulting Financial Planning is currently in his 17th year as a fee-only financial planner for small business owners and individuals where he helps his clients focus on documenting and achieving their (often changing) financial goals and objectives. He has experience in business transition, net worth and cash flow analysis, retirement planning, tax analysis and planning, charitable giving, insurance planning, and asset investment allocation analysis. Philip does not manage any of his client’s funds.

Philip spent his first five years working in public accounting with privately held business owners in the audit, consulting and tax areas; three years as a controller for a $70 Million distribution firm (and managed from $3M to $15M in investment assets); CFO for two entities and led the effort to refocus the businesses and created value that led to the sale of the entities to publicly held companies.

Philip has taught financial planning in Georgia Middle Schools and High schools (where financial education should begin!). He has been the Treasurer of a non-profit college funding entity, and continues to serve on the board. Philip is a native of Atlanta and a graduate of the University of Georgia Tull School of Accounting. He is an active CPA and CFP®.

CLICK HERE to watch the video of this show.

About Gaslowitz Frankel:

Gaslowitz Frankel is an experienced trial practice firm specializing in all aspects of complex fiduciary litigation throughout Georgia and the Southeast. With a focus on representing individuals, companies, banks, and fiduciaries in dispute involving wills, estates, trusts, guardianships, businesses, and securities law, their experienced and highly qualified litigation attorneys have tremendous credentials and a proven history of success.

If you would like to watch past episodes of “Wealth Matters”, please visit their You Tube Channel.

Remember to tune in HERE on the 4th Wednesday of every month at 8:30 AM to listen live to their show!

Facebook: https://www.facebook.com/EstateDispute
Twitter: https://twitter.com/EstateDispute
LinkedIn: https://www.linkedin.com/company/estatedispute

SIMON SAYS, LET’S TALK BUSINESS: Wes Littlejohn with Marathon Financial Strategies and Derek Harp with The CyberList

February 21, 2019 by Garrett Ervin

Gwinnett Studio

SIMON SAYS, LET'S TALK BUSINESS: Wes Littlejohn with Marathon Financial Strategies and Derek Harp with The CyberList

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Wes Littlejohn/Marathon Financial Strategies

Wes has been in the financial services industry since 1996. He began his career providing audit and tax services, including jobs at Ernst and Young and The Coca-Cola Company. For over 14 years he has focused on providing financial planning services to individuals, families and small businesses. Wes believes in a long-term approach and values ongoing, trusting relationships. As a CFP® and CPA, Wes is qualified with the knowledge and capabilities to help clients with their investment and retirement planning needs. With his comprehensive education to handle all aspects of a person’s financial situation, Wes strives to design strategies designed to fit each client’s personal situation. For more info visit marathonfinancialstrategies.com

Derek Harp/The CyberList

The CyberList offers cyber security assessment services, training and a referral service to trusted third parties who can get appropriate cybersecurity work done for business leaders who generally do not have those contacts themselves. When you subscribe to The CyberList, you harness the best in the business who each have decades of experience with large and small companies alike in providing guidance and support in incident response, threat mitigation, penetration testing, business continuity planning, disaster recovery, employee awareness training, enterprise resource planning and more. Founded by Derek Harp, a former US Navy officer, serial entrepreneur of 25 plus years, a trusted leader in the field of cybersecurity and a founder of multiple SMB companies himself, The Cyber List allows you to gain access to balanced counsel and expert insights in all areas of cybersecurity.

Beau Henderson and Joel Wilsford with RichLife Advisors

August 28, 2018 by angishields

CEO Exclusive Radio

Beau Henderson and Joel Wilsford with RichLife Advisors

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On this CEO Exclusive, we discuss money, financial advisory and retirement planning, including the non-financial aspects of retirement with Beau Henderson and Joel Wilsford with RichLife Advisors.

RichLife Advisors has helped over 3,000 clients to not only improve their relationship with money, but to live their unique definition of a fulfilled life with purpose.

Beau Henderson is the Bestselling Author of several books including The RichLife: Ten Investments for True Wealth, The Roadmap to a RichLife, The 5 Thieves That Will Steal Your RichLife, The RichLife Stewardship Principle and Masterful Communication For Success With Business and Life with Dr. Bill Lampton.

He holds a degree in Psychology from the University of Georgia as well as the designations of Retirement Income Certified Planner, National Social Security Advisor, Certified Long-Term Care, Master Certified Success Coach and Certified Master Behavioral Analyst, in addition to his role as CEO of The RichLife Advisors.

As a media contributor, Beau’s message of the RichLife has been featured in media outlets including The Huffington Post, Wall Street Journal, Reuters, CNBC, and MarketWatch.

Beau was studying at the University of Georgia to be a psychologist when his father passed away at 49 years of age from lung cancer. He felt helpless as he watched his mother, who had been married to his father since she was 18, struggle with financial decisions. He left college to return home and help her piece her life together.

Through his family’s heartbreaking experience, he found a silver lining when he realized that he could make a profound difference in someone’s life by helping them navigate important financial decisions. His interest in psychology, coupled with his fascination with financial matters, led him to a career he loves. Now over 16 years later, he has never stopped learning and growing through his work.

Joel Wilsford, Advisor, Wealth Management at RichLife Advisors, works with clients to realize their “RichLife”. We all have a definition of how we want to live our lives and a dream of how we want to live our retirement. Joel’s goal is to work with clients to realize how to live in the now, while preparing for their RichLife retirement.

Connect with Beau and Joel on LinkedIn, and follow RichLife Advisors on Twitter and Facebook.

Retirement Planning for Overworked Business Owners

February 28, 2018 by Garrett Ervin

Gwinnett Studio

Retirement Planning for Overworked Business Owners

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Craig Frankel, JP Curcio, Morgan Luddeke, Adam Gaslowitz, Richard Wilcox

Richard Wilcox/CRI

Richard has over 25 years of experience in public accounting and has leadership responsibilities in CRI’s tax department. Richard works directly with the tax matters of corporations, partnerships, limited liability companies and individuals. He is involved with privately-owned businesses, their owners and personal tax planning. In addition, as a Certified Financial Planner (CFP), Richard specializes in the areas of tax planning, retirement and estate planning and international tax issues.

J.P. Curcio/Bernstein Private Wealth Management

John-Peter Curcio (JP) is with Bernstein Private Wealth Management working out of the firm’s Atlanta office where he advises high-net-worth individuals and institutions regarding investment strategies. JP works closely with clients and their professional advisors on tax matters, estate planning, concentrated stock positions as well as the sale of privately held businesses. Before joining Bernstein, JP was with Sandler O’Neill + Partners where he began by helping build their New York Equities division after 9 11 and ended his time there as Head of Equities on the West Coast.

Prior to Sandler O’Neill, JP was a Vice President with Goldman Sachs in New York and London. JP earned a BA, cum laude, from St. Lawrence University in Canton, NY, and holds an MBA in finance, with honors, from Vanderbilt University’s Owen Graduate School of Management in Nashville, TN. In addition to his involvement with the Mt. Pisgah Church in Alpharetta, JP serves on the Board of Communities in Schools Atlanta and is a former Vice President of the Board of TPC in Tiburon, California.

Morgan Luddeke/Cohen & Caproni

Morgan assists individuals with their estate planning and probate needs, including advice on the use of wills, trusts, and family partnerships, planning for retirement, and estate tax and administration issues. In addition, Morgan advises clients on the many aspects of business planning. This includes representation of businesses and their owners through the various aspects of business, such as structural matters, mergers, acquisitions, dispositions, business succession planning, and other tax planning. Prior to joining Cohen & Caproni, Morgan worked at PricewaterhouseCoopers (PwC) in both the Investment Management and Real Estate tax group and the State and Local tax group where she gained an expertise in tax planning strategies.