Tag: Financial Advisors
Capturing Tax Deductions on Money You Are Already Spending (Ep. 3)

Capturing Tax Deductions on Money You Are Already Spending (Ep. 3)

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Tax planning for future income can be a great start to tax savings. But what if you could start tax planning today and save on money you are already spending?

Listen in as Ken New speaks with Ryan Foncannon, MBA, managing partner at S.W.A.N. They explore advanced tax deduction strategies focused on the money you are already spending and how to turn that spending into tax savings. They emphasize collaboration between tax professionals and financial advisors, education for clients, and the potential for significant tax savings

Ken and Ryan discuss: 

  • How can one capture tax deductions on money that is already being spent
  • When can food and travel expenses be utilized for business purposes
  • How do tax deductions differ from tax credits
  • What are some examples of tax credits available for businesses and individuals
  • Have you heard of the Augusta rule? Or the three martini rule? 
  • And more

 

Connect with Ryan K. Foncannon:

Connect with Ken New:

About our Guest: 

Ryan Foncannon is a Managing Partner at S.W.A.N. Virtual Family Office (VFO), a multi-disciplinary firm that provides a family office experience for affluent clients and business owners. With over 14 years of experience in the financial services industry, Ryan has earned the Series 65 and the National Social Security Advisor credentials, as well as the Certified Long-term Care designation. He is also an Advanced Tax Reduction Strategist at Estate Planning Team, where he helps clients implement the Deferred Sales Trust™, a tax-deferral strategy for highly appreciated assets.

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Adding International Adventure to Retirement Planning with Karen Bense (Ep.16)

Adding International Adventure to Retirement Planning with Karen Bense (Ep.16)

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Just because you are retired doesn’t mean you can’t have fun. Many retirees want to include international travel in their retirement plans, from cruises to guided tours and more.

In this episode, Ken New speaks with Karen Bense, owner of Air Land and Sea Travel, on how retirees can include adventurous travels in their retirement plans. They explore popular destinations for retirees traveling alone or with friends and family and how retirees can stay safe while traveling.

Karen discusses: 

  • Why retirees look to include travel in their retirement plans
  • How the pandemic caused an increase in family travel plans
  • The current trends in travel, comparing places and types of travel
  • The importance of creating an itinerary when traveling based on the client’s wants and needs
  • And more

 

Connect with Ken New:

Connect with Karen Bense:

About our Guest:

Owner of Air Land and Sea Travel Inc. Has an extensive background in the travel industry. A native of Connecticut, she began her travels as a flight attendant. Her interest in travel continued even after her career as a flight attendant ended.

Karen became a travel consultant when her daughter started school and for the past 23 years has been involved assisting customers with their travel plans. For the last 18 years she has owned Air Land & Sea Travel Agency, Inc.. Along the way she has endeared many clients and forged lifelong friendships with her clients. Her passion is creating a memorable travel experience for all who call, email or walk into the office.

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Creating Secure Retirement Income Through Portfolio Diversification (Ep. 15)

Creating Secure Retirement Income Through Portfolio Diversification (Ep. 15)

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As you enter retirement, your investments become the source of your income. But how can you ensure that your assets will sustain you throughout your retirement?

Join Ken New as he unveils the power of portfolio diversification. In this episode you will gain a profound understanding of why diversity is a crucial element in protecting and maximizing your retirement income. With Ken’s insights and practical strategies at your disposal, learn how to fortify your financial future and ensure a steady cash flow long after your traditional paychecks cease.

Ken discusses: 

  • What is portfolio diversification from a financial perspective
  • How diversification contributes to the wealth preservation of retirees
  • The role of financial advisors in building a diverse portfolio
  • The shifting landscape of real estate investments in retirement
  • 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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