Category: Financial Planning
Building a Holistic Health Plan with Herbal Remedies with Christine Slotin (Ep.11)

Building a Holistic Health Plan with Herbal Remedies with Christine Slotin (Ep.11)

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Herbal medicine has been around for centuries, with different cultures having their own cures and uses for other plants. Today, herbalism still has a place in building a healthy lifestyle.

In this episode, Ken New speaks with Christine Slotin, founder and owner of Herbal Cottage, on how she helps customers find suitable herbal remedies for their health needs and the role of herbalism even in modern medicine.

Christine discusses: 

  • How herbal remedies fit within a healthy lifestyle
  • Why do people turn to herbal remedies
  • Where she sources her herbs and what she considers when buying them
  • How her education and history with herbal remedies led to her business venture
  • And more

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Connect with Christina Slotin:

About our Guest: 

Christina’s Herbalism Journey

Plants have always played a role in my life, I have fond memories of grinding fresh herbs and spices on a daily basis as a child and using my mom’s herbal remedies when I was ill. My work and studies brought me close to plants as well and I received a Bachelor’s degree in Environmental Science. As an adult, I continued to use herbs to maintain my own health and resolve serious health issues. And as a mother, I have been dedicated to using herbs, food therapy, and natural remedies as my family’s primary source of healthcare for the past twenty-one years. 

In 2015, I took my first herbalism course with Joanna Helms RH of Mama Jo’s Sunshine Herbals in Indialantic, FL. Although I had been learning and using herbs and natural healthcare this was the first time I had learned about the history of herbal medicine in the United States. In this class, I also learned about the AHG, Michael and Leslie Tierra, and their pioneering work in the herbal world. I was introduced to beautiful systems of herbalism including TCM and Five Element Theory, Ayurveda, Western, and Native American plant medicine. I fell in love with learning about the energetics of plants and the history of use by different cultures. This course reconnected me with my own experiences with traditional forms of herbal healing that my mom had introduced me to as a child. It really opened my heart to what I wanted to do and I decided to pursue a new career path as an herbalist. My professional studies began eight years ago when I enrolled in the East-West Professional Herbalist Course offered by Michael Tierra. I completed the coursework and since then I have attended seminars and completed extensive training, and self-study in  Traditional Chinese Medicine, Ayurvedic and Western Herbalism, herbal formulation, traditional therapies, food therapy, advanced assessment, and am currently involved in a professional mentorship program.

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Health Is Wealth with Suzanne Elliott (Ep. 10)

Health Is Wealth with Suzanne Elliott (Ep. 10)

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Are you preparing for your retirement solely with financial security in mind? While money is undoubtedly important, it can only take you so far if your physical and mental health is not up to par. 

In this must-listen episode, Ken New sits down with the incredible Suzanne Elliott, Principal and Superintendent of Brevard County’s largest Yoga and Pilates School, to explore the powerful connection between a healthy mind and body and a fulfilling retirement. Suzanne shares her personal journey of overcoming her family’s health struggles and how it inspired her to prioritize wellness in her own life. Get ready to be inspired to take action toward a vibrant and joyful retirement!

Suzanne discusses: 

  • Why she started on her health journey
  • How hot yoga introduced the balance between mental health and physical health
  • The five critical aspects of the mind
  • The importance of being present when working on your body
  • And more

 

Connect with Suzanne Elliott:

Connect with Ken New:

About our Guest: 

Principal and Superintendent of the largest Yoga and Pilates School in Brevard County. Master Teacher of all ages and levels of Students. Yoga Sports Coach and serves as a Board Member on USA Yoga, a national non-profit and local Keep Brevard Beautiful and H.E.A.R.T. non-profit organizations. Partners with KBB in the Litter Quitter and Adopt-A-Shore programs teaching Yoga and hosting Clean-ups on Saturdays for sunrise. Known for community outreach, Suzanne works with children, teens, special needs, athletes, and retirees for rehabilitation and recovery from injuries and surgeries.

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Curating Your Ideal Retirement Healthcare Plan With Alecia Barnette (Ep. 9)

Curating Your Ideal Retirement Healthcare Plan With Alecia Barnette (Ep. 9)

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Are you curious about how the aging American population is affecting Medicaid benefits for those 18 and above?

Join Ken New and special guest Alecia Barnette, the Senior Vice President of Care Planning Solutions with the Financial Independence Group, as they explore retirement healthcare planning and share expert insights on creating a comprehensive long-term care plan for you or your loved ones. Listen in as they explore essential topics that can help you plan for a comfortable retirement and protect your family’s financial future. 

Here’s what you can expect:

  • An in-depth discussion on the future of Medicaid benefits as the American population ages
  • Expert insights on the risk of not planning ahead and how it can impact your family
  • A breakdown of different healthcare packages you should consider investing in
  • Valuable advice on how to plan for the care you or your loved one would want
  • And much more!

Resources:

  • Roadmap To Retirement: Building Your Retirement Medical Care Income 
  • LongTermCare.gov

Connect with Ken New:

About Alecia Barnette: 

About our Guest:

An Appalachian State and Gardner-Webb alumna, Alecia is a national speaker with over 20 years of care planning experience, highlighted by her Certification for Long-Term Care (CLTC).

Alecia began working as the Health Marketing Director at The Insurance Center in Charlotte, NC in 1995. Three years later, The Insurance Center and Financial Independence Group, Inc. merged; overseeing the entire transition and bringing our health insurance business to unprecedented heights. Now the Senior Vice President in the Care Planning department, Alecia’s 20+ years of experience is evident to advisors across the country.

Specializing in providing asset-based LTC case designs to highly successful advisors, Alecia’s main purpose is to assist advisors in protecting their clients and their client’s families from the physical and emotional consequences of unexpected care needs.

Alecia’s use of holistic approaches and strong ethics – along with her desire to grow and solid commitment – make her an invaluable asset to any financial advisor seeking care planning assistance.

When she’s not helping advisors protect their clients, you can find Alecia running, traveling, or boating on Lake Norman.

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Building Your Retirement Medical Care Income (Ep. 8)

Building Your Retirement Medical Care Income (Ep. 8)

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Don’t let medical expenses eat away at your retirement savings! Aging brings several challenges, including financial ones. But, what if you could prepare for the medical side of retirement planning?

In this episode, Ken New focuses on the medical side of retirement planning. He explores different medical issues that could arise and strategies to build financial protection for future medical expenses without spending the entirety of your retirement income. 

Ken discusses: 

  • How to start the conversation of medical care during retirement
  • Three examples of using the Cares Act and the Secure Act for a desired retirement outcome
  • The two main paths your money can take during retirement
  • Why preparing for medical care is crucial instead of relying on family
  • …and so much more!

Connect with Ken New:

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The Four Fundamental Themes of Retirement (Ep. 7)

The Four Fundamental Themes of Retirement (Ep. 7)

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How would you envision your retirement?

Would you like to travel the world, pursue your hobbies, or aim to leave an inheritance? What do you want your legacy to be?

In this episode, Ken New delves into the topic of retirement planning and highlights the similarities and differences between planning for an average-income household versus high-net-worth individuals. He explores the essential factors that apply to all retirement plans and the role of real estate assets in retirement planning.

During the episode, Ken covers the following topics:

  • The four fundamental themes of retirement planning and their significance
  • The impact of changes in life expectancy on retirement income planning
  • Why real estate may not always be the optimal asset to include in retirement plans
  • The calculation of taxes for real estate during retirement
  • And much more

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Unlock the Power of Tax Planning with Ken New (Ep. 6)

Unlock the Power of Tax Planning with Ken New (Ep. 6)

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Unleash the Power of Tax Planning: Ken New Takes on the Biggest Challenge for Retirees! 

Ken New is on a mission to help retirees protect their hard-earned savings from the jaws of taxes. Join him as he explores the world of tax planning and demystifies the often confusing terms associated with it. Ken will also showcase real-life examples of how the strategic use of different retirement accounts can shield your retirement income from required minimum distributions. Discover how these tax-saving strategies differ from conventional methods of growing your assets.

In this episode: 

  • Unlock the secrets of tax planning: Master the most common terms with ease!
  • Give to charity, keep more for yourself: Discover how charitable giving can save you big on taxes!
  • The Roth conversion loophole: Learn how to shield your IRA assets and secure your retirement!
  • Fight inflation with confidence: Find out how to ensure you have enough retirement income for daily living!
  • And so much more: Get the inside scoop on all the tax planning tricks you need to know!

Connect with Ken New:

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Personalizing Your Financial Plan – Without Worrying About Personal Security (Ep. 5)

Personalizing Your Financial Plan – Without Worrying About Personal Security (Ep. 5)

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Every person has been told to be cautious when it comes to sharing their personal information. With financial advisors, that personal information could be the difference between a boilerplate retirement plan and a personalized plan.

In this episode, Ken New delves into the importance of personalization in retirement planning. He explains how working closely with clients to understand their unique needs and goals can lead to the creation of a tailored and protected retirement plan. Ken shares examples of how he has helped clients align their desires with the realities of retirement living, and how he works to minimize risk and maximize financial stability. Join Ken as he discusses the challenges of sharing personal information, the devastating impact of losing money in retirement, and the strategies for reducing risk through smart asset spending. 

In this episode, learn about:

  • The concerns clients may have about sharing personal information and how financial advisors work to protect their client’s sensitive data
  • The detrimental impact of losing money during retirement and the difficulty of earning it back, and how personalized financial planning can help mitigate this risk
  • Strategies for reducing risk in retirement plans by creating a detailed timeline of asset spending, and how financial advisors can guide clients through
  • The role of financial advisors in providing essential information and guidance to clients, and how they can help clients achieve their financial goals
  • And more valuable insights on how to approach retirement planning in a personalized and effective way.

Connect with Ken New:

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Maximizing Retirement Income: The Endowment Strategy Explained (Ep. 4)

Maximizing Retirement Income: The Endowment Strategy Explained (Ep. 4)

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After retirement, your investments become your primary source of income. What strategies can you use to protect your retirement income without a steady paycheck?

In this episode, Ken New focuses on the endowment strategy as a way to safeguard retirement investments from taxes or market fluctuations. He offers insights on how to streamline retirement accounts and provide alternative investment options that can help weather losses. 

Tune in for practical tips on protecting your retirement income.

Ken discusses: 

  • Strategies for minimizing taxation by dividing retirement savings rather than transferring them all at once
  • The impact of a market loss on recovery efforts and how to prepare for it
  • The role of real estate investments in mitigating taxation
  • The shift away from traditional stocks and the reasons behind it
  • And more!

Connect with Ken New:

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Retirement Fundamentals Part 1: The Essential Guide to Income Planning (Ep. 3)

Retirement Fundamentals Part 1: The Essential Guide to Income Planning (Ep. 3)

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Are you on track to achieve the retirement of your dreams? Join Ken New as he uncovers the secrets to a successful retirement in the first installment of the Roadmap to Retirement series.

Learn about the 5 key fundamentals of retirement planning: Income Planning, Investment Planning, Tax Planning, Health Planning, and Legacy Planning. These fundamentals are essential to achieving the retirement and lifestyle of your dreams.

Discover the importance of income planning and learn how to evaluate all the potential sources of income for your household and maximize their potential. Plus, get tips on how to ensure you don’t run out of money in retirement.

Ken discusses: 

  • The number one question all baby boomers have about income planning
  • How to effectively manage your biggest sources of income and expenses
  • How your tax situation might change in retirement and how to plan for it
  • The impact of inflation and interest rate hikes on your income plan
  • How to take control of your financial future and secure the retirement you deserve
  • And more

Connect with Ken New:

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Discover Your Road Map to Retirement with Pinnacle Financial Wealth Management (Ep. 2)

Discover Your Road Map to Retirement with Pinnacle Financial Wealth Management (Ep. 2)

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Are you looking for expert guidance on how to plan for your financial future and retirement? 

Look no further than Pinnacle Financial Wealth Management’s latest podcast episode, where we introduce you to our team and the proven strategies and processes we use to engineer retirement plans for our clients.

Join Ken New, the Founder, and Owner of Pinnacle Financial Wealth Management, and team members Jenny Moore and Jennifer Gerrow as they dive into five financial fundamentals that are essential for your roadmap to retirement. 

Meet our team as they share their expert insights and ideas on a variety of topics:

  • Discover the concept of holistic planning and how it relates to financial planning
  • Find out about the Pinnacle Financial Retirement Blueprint and how it can help guide your financial planning journey
  • Learn about the client services offered by Pinnacle Financial Wealth Management and how they provide information to potential clients
  • Explore the ways in which the Covid-19 pandemic has impacted the way advisors communicate with clients
  • Plus, stay tuned for even more valuable insights and information on financial planning and retirement.

Connect with Jenny Moore:

Connect with Jennifer Gerrow:

Connect with Ken New:

About our Guests: 

Jenny Moore joined Pinnacle Financial Wealth Management in 2016. In her current role as Business Operations Manager, she directly supports our financial advisors and guides each of our clients through the processes surrounding all financial transactions from beginning to completion. Jenny has many years of professional experience in customer service and office administration. Her attention to detail and her organizational skills enable her to deliver excellent results.

Jennifer Gerrow joined the Pinnacle Wealth Team in 2020. She has experience in customer service and management and will provide our clients with personal concierge service. As Director of Client Services, Jennifer provides scheduling and customer care to all of our clients, as well as, marketing and event coordination.

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