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Retirement
Menu27 experts in Retirement topic
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CBCory BinsfieldInvestor and Real Estate Entrepreneur • Duluth, MnEver since my first job delivering newspapers as a kid, I've been a lifelong entrepreneur, coffee addict, and adventure capitalist. In 1998 I set a goal to acquire ten properties in ten years. After hitting the goal in 8 years, decided real estate was fun and offered the perfect hedge to the zigs and zags of the stock market. Today, I continue to buy at least one property a year as part of my "Ten to a Million Philosophy." Like I said, after ten properties, decided it was too fun to quit! I offer spot coaching to anyone interested in buying and holding residential real estate to diversify from the stock market. I also show people how real estate can possibly retire them before age 50. My niche is small- multi-family rentals ranging from 2 to 25 units. Keep this in mind if you are looking to book a call since I can't help you in the other areas of real estate investing. If you are stuck or looking to grow your portfolio, I will show you how to buy right, finance right, and manage right. These are the 3 most important aspects of real estate investing.Retirement • Entrepreneurship • Real Estate • Real Estate Investing • Investments • Real Estate Investment • Wealth Management • Wealth • Retirement Planning • Income Tax •$3.33/min per minute5.0 9 6
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ESEdwin SalamancaReady to pursue wealth in all its forms? • DallasI work with established business owners and busy professionals interested in creating wealth beyond money. Schedule your introductory 15-30 minute call to learn how I can help you meet your business and personal financial goals.Retirement • Real Estate • Credit Cards • Investments • Real Estate Investment • Personal Finance • Retirement Planning • Credit Analysis • Travel Planning •$16.67/min per minute4.9 15 9
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BSBrian SeptonPrincipal at The Terry Group • Greater Chicago AreaFirst actuary on the Internet, Actuary, Recreational Financial Planner, Nationally known pension guru, Principal at The Terry Group, Former Partner at CCA (acquired by J.P. Morgan in 2006)Retirement • Healthcare • Data Analytics • Employee Benefits • Product Development • Insurance • Pensions • Retirement Planning • Predictive Analytics • Health Insurance •$1.67/min per minute5.0 5 4
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M#Mr. #BuildWealthOakland, CADirector of Disruption | Author | Speaker who works tirelessly to Disrupt Generational Poverty™ for everyone so their kids, kids, kids can live a life of privilege.Retirement • Budgeting • Investments • Investment Strategies • Investment Management • Personal Finance • Retirement Planning • Credit • Money Management • Life Insurance •$5/min per minute4.5 3 2
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DBDominique BroadwayFounder at Finances De•mys•ti•fied • Washington D.C. Metro AreaPersonal Finance Coach for Young Professionals and Entrepreneurs, Founder of Finances Demystified, Radio-Show Host, Serial Entrepreneur & Frugal FashionistaRetirement • Entrepreneurship • Public Speaking • Insurance • Business Coaching • Investments • Budgets • Financial Planning • Retirement Planning • Radio Broadcasting •$1.67/min per minute5.0 1 8
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BPBen PavlovichSave $500 Off Your Next CarTop 50 in USA for new car sales. Internet Sales Manager at million dollar automotive dealership. Smart car buying advice for anyone. Would you spend $40 to save $500 off your next vehicle? I know I would.Retirement • Finance • Career Development • Budgets • Personal Finance • Retirement Planning • Credit • Money • Money Management •$2/min per minute5.0 3 2
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APAnthony PegnoTrusted Advisor in the insurance industry • Astoria, NYAs an experienced Independent Insurance Agent I consult individuals and business' on their retirement, health and life insurance needs.Retirement • Business Strategy • Personal Finance • Managerial Finance • Health Insurance • Disability Insurance • Life Insurance • Long Term Care Insurance •$2.92/min per minute— 2 0
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BAB Alexander IngramFounder & CEO MaXP™️ Academy • Cape Coral, FLUsing our proven C.E.D.A.R. Method™ we show purpose-seekers, who have a passion for business ownership, but struggle with mindset and motivation, how to live and monetize their passion for a freedom lifestyle.Retirement • YouTube • Investments • Lifestyle Coaching • Life Coaching • Published Author • Fixed Income • Clarity • Mind Mapping •$2.50/min per minute— — 0
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HBHalle BethExperienced Life Coach, connect with me. • NebraskaHalle is a passionate and dedicated advocate who has devoted her career to assisting vulnerable adults in navigating the complex landscape of life, benefits, and resources. With years of experience as a long-term care administrator, she has a deep understanding of the challenges faced by individuals and their loved ones as they seek to navigate the often confusing world of healthcare and aging. Driven by a commitment to social justice and a desire to empower those in need, Halle has become an expert in helping individuals and families access the resources they need to live happy and healthy lives. Whether she is working one-on-one with a client or advocating for systemic change on a larger scale, Halle is always focused on finding the best possible solutions for those she serves. As a long-term care administrator, Halle has gained a wealth of knowledge and experience in the field of aging and healthcare. She has a deep understanding of the needs and challenges facing older adults, as well as the legal and regulatory frameworks that govern their care. This expertise has made her an invaluable resource for individuals and families who are navigating the complex and often confusing world of long-term care. Above all, Halle is a compassionate and empathetic advocate who is committed to empowering individuals to live their best lives. Whether she is working with a client one-on-one or advocating for systemic change, she is always focused on finding solutions that are tailored to the unique needs and circumstances of each individual. With her knowledge, experience, and dedication, Halle is a true champion for vulnerable adults everywhere.Retirement • Marketing Communications • Community Building • Customer Support • Life Coaching • Mental Health • Single Family Homes • Connector of People • Long Term Care Insurance •$2.92/min per minute— — 0
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ABAmber BaranwalInvestment Banker in a wall Street firm. • New York CityQualified Accountant, Financier, and Investment Banker working as a Sr. Director in a top-tier investment firm on wall Street.Retirement • Investment Banking • Investments • Corporate Finance • Accounting • Financial Accounting • Financial Planning • Personal Finance • Retirement Planning • Stock Market •$1.67/min per minute— — 0
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JCJoseph CascianiAging and life enhancement specialist. • San Diego, CAHost of Living to 100 Club: psychologist with 40-year career with older adults; author; podcaster on successful aging; public speaker; clinical consultant; providing healthy lifestyle audits for senior living communities.Retirement • Healthcare • Outlook • Mental Health • Motivational Speaking • Lifestyle • Inspiring People •$2.50/min per minute— — 0
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JRJaime RaskulineczRoseland, NJJaime Raskulinecz is the CEO and founder of Next Generation Trust Services in Roseland, New Jersey, which specializes in comprehensive account administration and transaction support services for self-directed retirement accounts. Next Generation’s services, coupled with its professional team’s expertise, enable savvy investors to truly diversify their retirement portfolios by making real estate and other alternative investments within tax-advantaged accounts. Raskulinecz was inspired to start her own firm in 2004 due to her desire to make real estate investments within her retirement accounts, and the fact that she could not find a company to help her make these transactions. As CEO of Entrust Northeast, LLC, which was part of a national network of third-party administrators of self-directed retirement plans, she led the company from start-up to over $150 million in holdings in just five years. She decided to break away from the national network to start her own truly independent firm. In 2011 the company emerged as Next Generation TS, LLC, an independently owned and operated corporation with the same excellence in customer service and a dedicated and growing staff that marked her initial success. A long-time real estate investor herself, Ms. Raskulinecz has worked full-time in the real estate industry since 1994 and is a certified property manager (CPM). She is a New Jersey licensed real estate broker and an active member of many national and statewide real estate organizations. In addition to Next Generation Trust Services, Ms. Raskulinecz is CEO and a principal of Rainbow Property Management, a real estate management firm which has earned the Accredited Management Organization (AMO) credential from the Institute of Real Estate Management. Ms. Raskulinecz is committed to making real estate investing and ownership accessible to a larger group people. She educates consumers and professionals about self-directed retirement plans and is a frequent speaker on the topic of nontraditional investments within retirement plans, to help investors and advisors better understand the options and requirements involved in self-directed accounts and transactions. A recognized expert in this field, Ms. Raskulinecz has been interviewed frequently by and has contributed articles to prominent real estate and investment publications. She was recognized by Real Estate New Jersey as one of its 50 Women of Influence (2008 and 2009); by the New Jersey Association of Women Business Owners (NJAWBO) as one of the 30 Most Successful New Jersey Women Business Owners (2008), the Essex chapter’s 2011 Business Woman of the Year and NJAWBO’s statewide Business Woman of the Year in 2012. Additionally, Ms. Raskulinecz was honored by NJBiz as one of New Jersey’s Best 50 Women in Business (2009). She was a finalist for the Own it Ventures/NJ Monthly Leading Women Entrepreneurs and Business Owners award (2011 and 2012) and the Women’s Center for Entrepreneurship Corporation’s Woman Business Owner of the Year (2013). Next Generation Trust Services was a finalist for the NJBiz 2013 Business of the Year (1-50 employees).Retirement • Real Estate • Brokerage • Investments • Alternative Investments • Mortgage Lending • Real Estate Economics • Private Placements • Asset Managment • Real Estate Financing •$2.50/min per minute— — 3
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THTerrance HarringtonWealth Building and Retirement Coach • Chicago, IllinoisI'm a real estate professional and entrepreneur providing information, inspirational advice and coaching to entrepreneurs on how to secure their dreams and leave a legacy.Retirement • Business Development • Entrepreneurship • Business Strategy • Wealth Management • Strategic Financial Planning • Wealth • Retirement Planning • Wealth Management Services •$1.67/min per minute— — 0
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HKHeather Katsonga-WoodwardI love solving personal finance conundrums. • Birmingham, United KingdomUK-based personal finance podcaster on 'The Money Spot'. Cambridge-educated Economist and qualified ACCA accountant. I can help with budgeting, building a UK property portfolio, stock market investing, ISAs, UK pension and retirement planning, wealth building, planning your future...Retirement • Finance • Budgeting • Financial Planning • Wealth Management • Pensions • Wealth • Personal Finance • Retirement Planning • Pension Administration •$2.50/min per minute— — 0
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PRPilar RaigonBA in Journalism and Mass Communication (Madrid). • spainI know how hard it can be to live in a foreign country without speaking the local language: red tape becomes impossible and even the most simple of tasks becomes a problem. Between 1994 and 2011 I worked for a Spanish condominium company which managed 400 properties, many of which were owned by British people. I saw the problems expats faced on a daily basis. But I could help them: I had contacts with service providers, insider knowledge and worked to high professional standards to ensure every request was resolved successfully and quickly. So let us fast forward to the present day. My company, Easy Retire in Spain, comprises Spanish staff who understand the country’s bureaucracy and who offer their expertise to enable expats to relocate to Spain without a problem. If you want to move to Spain with the help of a friendly, positive and effective company, then you have come to the right place.Retirement • Health • Insurance • Property Management • Pensions • Relocation • Travel Planning •$1/min per minute— — 0
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JMJillian MayottAlbany, New York AreaAs an Entrepreneur with a back round in business development and finance, I have a passion and a track record for making business successful! I cut to the chase and tell you what you need to hear, not what you want to hear to make you successful!Retirement • Insurance • Time Management • Strategic Financial Planning • Estate Planning • Retirement Planning • Disability Insurance • Life Insurance •$1.67/min per minute— — 0
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DWDavid Wickertpersonal finance coach to Gen X & Gen Y • Milwaukee, WIhere to answer your one-off questions on personal finance including budgeting, paying debt, student loans, company benefits, investments, insurance, and more.Retirement • Entrepreneurship • Budgets • Wealth Management • Strategic Financial Planning • Wealth • Investment Management • Personal Finance • Debt Consolidation •$2/min per minute— 1 0
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JDJoseph de OxgreyPrivate Banker and Trusted Advisor • San Diego, CAA professional with comprehensive experience and expertise in the financial services industry.Retirement • Consulting • Banking • Investment Advisory • Financial Planning • Wealth Management • Asset Management • Trusted Advisor • Financial Advisory • Tax Preparation •$5/min per minute— — 0
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TZTony ZhangSelf-made serial entrepreneur • Durham NCFounder of IT Consulting Company servicing to Fortune 500 companies. Licences financial professional across 20 states.Retirement • Small Business Coaching • Investments • Small Business Consulting • Corporate Law • Pensions • Retirement Planning • Tax Law • Corporate Tax • Income Tax •$1/min per minute— — 0
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RWRoger Wohlner• Chicago, ILThis financial expert can help you get on track towards retirement and your other financial goals. Need help making the financial transition from work to retirement? This financial veteran is well-versed in all aspects of personal and small business finance. Let's talk.Retirement • Small Business • Business planning • Small Business Consulting • Financial Analysis • Financial Planning • Strategic Financial Planning • Personal Finance • Retirement Planning • Personal Coaching •$2.50/min per minute— — 0
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DRDaniel RichmondSelf-directed retirement plan specialist • Denver, COSelf Directed IRA Coach - 2018 Director of Business Relations + Numerous Functional Roles - Alternative IRA custodian - 2014-2018Retirement • Alternative Investments • Financial Planning • Personal Finance • Retirement Planning •$1.67/min per minute— — 0
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TWTanner WalstadFinancial & Tax Strategist • UtahFinances shouldn't be hard or scary. I make it simple and exciting! Professional and Licensed financial & tax strategist. I also specialize in retirement planning. I have helped dozens of individuals, families, business owners and businesses shift their trajectory to help them make more money, save more money and reduce their taxes.Retirement • Business Development • Finance • Entrepreneurship • Social Media • Social Networking • Financial Analysis • Personal Finance • Retirement Planning • Tax •$2.50/min per minute— — 0
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SMSteven MontrossExperienced auditor with a strong GAAP background • Charlotte, NCFormer Big 4 auditor with an insurance industry focus | Licensed CPA in North Carolina | Personal finance guruRetirement • Auditing • Financial Accounting • Personal Finance • Retirement Planning • Internal Audit •$1/min per minute— — 0
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POPatrick O’Hareinvesting expert • Cheyenne WyomingA United States Air Force veteran who was able to quit his 9-5 job because of wise investing. I’ve spent thousands on useless investing classes, after years of investing I’ve accumulated a wealth of knowledge that has helped people grow their accounts from nothing to well over 10,000 dollars. I hope to share what I’ve learned to enable people to save up money or prepare for retirement. Financial freedom is one call away. I will always be straight forward and completely honest with you.Retirement • Budgeting • Personal Finance • Retirement Planning • Budget Management • Investing • Money • Money Management •$1.67/min per minute— — 0
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CECorey EdmondsLife & Business Balance • LondonProviding balance to intense service providers seeking advise and or someone to speak to.Retirement • Investments • Retirement Planning • Business Advise • Work Life Balance • Gold • Cryptocurrency •$6.67/min per minute— — 0
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