agents

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|

Andrew Winnett: Will self-driving cars change your “golden years” forever?

"Self-driving cars have moved from science fiction into reality. As they become more common, they promise to change the transportation landscape for retirees."  Andrew Winnett By Andrew Winnett Americans hitting retirement face an increased risk of having accidents due to age-related issues such as poor eyesight, declining motor skills, and loss of cognitive ability. Sooner [...]

By |2022-09-27T18:18:26+00:00April 26th, 2022|Lifestyle|

Donna McElroy: Worried about having enough money to retire? You’re not alone.

  By Donna McElroy Barring potentially unpopular reforms to Social Security and changes to the ways Americans save, most seniors risk running out of money early during their retirement years. There are numerous proposals to expand retirement savings, and some states have implemented automatic-IRA systems for private-sector workers. Still, the politicization of retirement [...]

By |2022-10-23T18:21:40+00:00March 17th, 2022|Investing, Protect your wealth|

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|
Go to Top