advisors

Insurance agents and financial advisors- don’t miss this webinar!

Tue, Dec 12, 2023 3:00 PM - 4:00 PM PST Let's be honest. Strange things are happening everywhere, even in the traditionally conservative insurance and annuity spaces. If you are an agent, broker, financial advisor, retirement specialist, accountant, or tax specialist, keeping your pipeline full and maintained will be beyond essential in 2024. Well, I [...]

By |2023-11-22T00:35:00+00:00November 22nd, 2023|For Agents|

What is the best weapon to protect your financial fortress in a recession?

By Jerry Yu Lately, I’ve had several clients and prospective clients come to me with the question, “Jerry, what can I do right now to buffer against an economic downturn?    Some of these people are looking for a magic bullet that will rid their portfolios of all the erosive elements threatening their wealth.  Some are [...]

By |2023-04-05T17:27:02+00:00April 4th, 2023|Watch and Listen|

Daniel Stewart, Stewart Wealth Advisors

In an age where financial services are increasingly digitally-delivered, pre-retirees and retirees need assurance that their advisors are honest, trustworthy, and acting in their best interest. That’s why having a fiduciary advisor like Daniel Stewart has become so critical to retirement success. A Certified Financial Fiduciary (CFF) ®, Daniel Stewart has extensive experience in both [...]

By |2023-07-22T21:46:05+00:00December 12th, 2022|Safe Money Trends Certified Contributors|

Chano Arellano, Building Equities LLC

Money Metals Exchange Chano J. Arellano is a Financial Advisor with over 28 years experience in financial planning. He brings a wealth of experience and knowledge to his role as a Financial Advisor. His training and experience enables him to give personalized, one on one financial planning to his clients through a comprehensive and individualized [...]

By |2023-07-22T21:48:26+00:00October 18th, 2022|Retirement, Safe Money Trends Certified Contributors|

Sean Sparkman interviews entrepreneur Jovan Will of Annuity.Gator

Don't miss any of Sean Sparkman's entertaining and informative content.  Click below to hit the subscribe button.  And, be sure to hit the notification bell as well, so you will know whenever Sean posts more great interviews and financial videos. Sean interviews Jovan Will (AnnuityGator.com) , a successful entrepreneur whose passion is helping financial advisors [...]

By |2023-01-10T17:43:26+00:00August 26th, 2022|Protect your wealth, Retirement, Watch and Listen|

David Albin, Wealth Building Now

David Albin feels that no successful person will reach their highest income and asset growth potential until they have an efficient tax reduction plan in place. To that end, David works with world-caliber tax strategists, actuaries, and other tax specialists to create powerful, effective tax planning protocols. Using their collective experience and advanced training, David [...]

By |2023-07-22T21:47:20+00:00June 3rd, 2022|Safe Money Trends Certified Contributors|

Brian Swerdlow, Anchor Financial Advisors, LLC

One of Illinois’ most trusted retirement income advisors, Brian Swerdlow is the founder and CEO of Anchor Financial Advisors, LLC, a Chicagoland planning firm. Brian works closely with his clients and their families to maximize their retirement income and Social Security benefits and ensure every dollar they save does the work of three or four [...]

By |2022-08-26T01:57:16+00:00May 22nd, 2022|Safe Money Trends Certified Contributors|

Andrew Winnett: Retirement Renegade

https://www.youtube.com/watch?v=4w0IiPaditg&t=483s At first, it seemed like bad timing.   However, in retrospect, Andrew Winnett’s decision to become a financial advisor back in 2007 was fortuitous in many ways. The global financial meltdown of 2007-08 gave Andrew an opportunity to learn everything NOT to do when it comes to growing and protecting wealth.   He got to experience [...]

By |2023-10-12T18:42:36+00:00March 12th, 2022|Safe Money Trends Certified Contributors|

Jerry Yu: Live to 100 without running out of money

Until a few years ago, my grandmother regularly traveled across the globe to visit her four children, ten grandchildren, and eight great-grandchildren. Thanks to savvy financial planning, she has enjoyed decades of pursuing her interests with no worries about how she'll pay for the fantastic lifestyle she enjoys. Grandma Yu never has a sleepless night wondering if she will run out of money before she passes.

By |2022-10-23T18:17:57+00:00February 7th, 2022|Investing, Leave a Legacy, Protect your wealth|
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