Tag: investment strategies
How to Harness the Power of Advanced Tax Planning with Mark Miller (Ep. 13)

How to Harness the Power of Advanced Tax Planning with Mark Miller (Ep. 13)

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Do you think tax planning is just about preparing for the upcoming tax season?

Think again. The most effective tax strategies require year-round planning and can even start years in advance!

In this episode of Proactive Tax Strategies, Ken New explores advanced tax planning and financial optimization strategies with Mark Miller, business consultant to the Hilton Family Office and CEO of Hilton Tax and Wealth Advisors. Uncover strategies to mitigate tax liabilities, hear tips to help maximize your financial outcomes, and hear real life examples of their implementation. 

Ken and Mark discuss: 

  • The focus of Mark’s books and how they can help business owners save on taxes
  • The collaboration between different advisors, such as CPAs, tax mitigation specialists, and financial advisors for effective tax planning
  • The benefits of incorporating formal and comprehensive tax plans into long-term financial goals
  • Real-life success stories that illustrate the impact of meticulous financial planning
  • And more

 

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About the Host: 

Ken New brings more than 25 years of financial industry experience and expertise.  Ken began his financial career as a manager at John Hancock in 1991. Today Ken is the founder & owner of Pinnacle Financial Wealth Management, a private financial firm dedicated to providing holistic financial management and proactive tax strategies to high net-worth individuals, CPA’s, fellow advisors, and attorneys. He has such a unique and wide range of expertise in the financial industry that he is a member of the prestigious Million Dollar Round Table and a past officer of the National Association of Insurance and Financial Planners. As a team based consultant, Ken collaborates with both local and national experts within an exclusive Virtual Family Office model to provide a holistic approach to full financial planning.   Ken’s dedication to full financial planning allows him to provide more value and increases client satisfaction.  Ken is dedicated to discovering options for income and retirement planning with a definitive strategy to reduce taxes. Ken New is the host of the Proactive Tax Strategies Podcast where he showcases many unique tax mitigation strategies and retirement topics.

 

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About Our Guest: 

Mark Miller has spent over 30 years in the tax and financial services industry helping his clients grow and protect their wealth. He has worked with hundreds of Business Owners, Physicians, Executives and High-Net-Worth clients cutting their taxes significantly. He helps them grow and protect their business and retirement assets in good times and bad. Plus, preserve long-lasting family legacies.

Mark is also a best-selling author, having written several books on personal finance. His latest book, The Tax-Free Business Owner teaches business owners how to zero out their taxes, just like many Fortune 500 firms.

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Discovering Your Investment Risk Tolerance: Part I (Ep. 17)

Discovering Your Investment Risk Tolerance: Part I (Ep. 17)

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Risk tolerance isn’t merely about your present investments; it shapes your response to market volatility and ensures your portfolio aligns with your specific desires and necessities.

In this episode, Ken New explores the importance of understanding risk tolerance and its impact on investment strategies and portfolio management. He shares how he helps clients identify their risk tolerance and how that understanding impacts investment decisions and portfolio planning. 

Ken discusses: 

  • How to gauge risk tolerance based on past market volatility
  • Different investment strategies based on the three types of risk tolerance; conservative, moderate, and aggressive
  • The importance of regular portfolio reviews to ensure the current portfolio matches the current risk tolerance and goals
  • How diversification can decrease the risks involved in investments
  • And more

 

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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

 

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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

 

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