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Interview with Tom Stefaniak Certified Financial Planner (CFP®) President of Pinnacle Wealth Management Discussing Putting the Financial House in Order

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Tom Stefaniak discusses important retirement questions, including:

1) What is the most important service that you provide to your clients?

2) What is a Wealth Plan?

3) How often do you update the plan?

The focus of this interview brought up compelling stories that Tom presented that made powerful teaching lessons that many people would not have considered. He comes alongside his clients to recommend strategies customized for their specific situations.

Listen to the interview on the Business Innovators Radio Network  

https://businessinnovatorsradio.com/interview-with-tom-stefaniak-certified-financial-planner-cfp-president-of-pinnacle-wealth-management-discussing-putting-your-financial-house-in-order/

When it comes to Investing for your Best Interest Tom Stefaniak, CFP®, strongly believes in financial planning. Every client of Pinnacle Wealth Management has an opportunity to create a personal Wealth Plan which gives them the ability to take an in-depth look at their financial life.

Tom built Pinnacle Wealth to be a firm that values relationships above all; he loves meeting with clients and building a relationship that goes far beyond finances.
Stefaniak commented that “It brings me great pleasure to relieve the stress and anxiety surrounding money and retirement and to help you aim toward your personal and financial goals. Working with you, I can help you to address the needs of your specific situation to devise your personalized plan of action.”

Listen to the previous episodes in the series with Tom Stefaniak on the topics of:

How Much Money is Enough to Retire
https://businessinnovatorsradio.com/interview-with-tom-stefaniak-certified-financial-planner-cfp-president-of-pinnacle-wealth-management-discussing-are-you-ready-to-retire/

Managing Life’s Transitions
https://businessinnovatorsradio.com/interview-with-tom-stefaniak-certified-financial-planner-cfp-president-of-pinnacle-wealth-management-discussing-managing-lifes-transitions/

About  Tom Stefaniak
After more than 30 years in the business, Tom can still confidently say that he loves his job and has found his true calling. Tom graduated from the University of Wisconsin-Milwaukee with a double major in Real Estate and Finance in the School of Business Administration. He earned his CFP® designation in 1990. He is a member of the Financial Planning Association. A lifelong learner, he has continued his education through industry classes and leadership programs. Tom is married and has three adult children. He enjoys helping his children with their pursuits as they are transitioning to adulthood. Whenever he has a spare moment, Tom can be found on the golf course. He also enjoys travel when his schedule allows it. One of his favorite destinations is Wisconsin, his home state and home to most of his 9 brothers and sisters and many other family members. Fun Fact: Tom is featured as a character in a Star Trek novel, Old Wounds. If you are a fan, check it out sometime.

Learn More: https://www.pinnaclewm.com/

Investment Advisory Services offered through Pinnacle Wealth Management, a Registered Investment Advisor. Pinnacle Wealth Management is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment related information, publications, and links. Accordingly, the publication of Pinnacle Wealth Management’s web site on the Internet should not be construed by any consumer and/or prospective client as Pinnacle Wealth Management’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Pinnacle Wealth Management with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Pinnacle Wealth Management, please contact the SEC, or the state securities regulators for those states in which Pinnacle Wealth Management maintains a filing. A copy of Pinnacle Wealth Management’s current written disclosure statement discussing Pinnacle Wealth Management’s business operations, service, and fees is available from Pinnacle Wealth Management upon written request. Pinnacle Wealth Management does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Pinnacle Wealth Management’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly

Media Contact

Company Name: Marketing Huddle, LLC
Contact Person: Mike Saunders, MBA
Email: [email protected]
Phone: 7202323112
Country: United States
Website: https://www.AuthorityPositioningCoach.com

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“LiveReal: Faith, Miracles, and Lessons Learned Through a Pediatric Liver Transplant” reaches the top of Amazon Best Seller Lists

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LiveReal hits #1 on the Amazon Best Seller Lists on International Stores.

LiveReal: Faith, Miracles, and Lessons Learned Through a Pediatric Liver Transplant hit the #1 position on the Amazon.com Best Seller List on November 5th, 2021. The book also reached the #1 position on international Amazon stores, including USA, Canada and Australia.

LiveReal: Faith, Miracles, and Lessons Learned Through a Pediatric Liver Transplant recounts a family’s journey through their daughter’s liver transplant. It is a story of faith and miracles following a life-threatening diagnosis of Biliary Atresia.

This story provides a candid portrait of the fears, struggles, and hard decisions that loving parents had to face. From a Kasai surgery to the prospect of a second transplant, the family experienced both the beauty and heartache of life events.

The author said, “The power of a positive mindset can be leveraged to bring meaningful personal growth. I hope that our family’s journey will help you keep the faith and mindset that better days are ahead and trust that everything will be well.”

Samantha Melaney is a health coach and success ambassador who uses the experience from her family’s journey to facilitate change in people from the inside out. She is an advocate of organ donation and loves to share her daughter’s experience of receiving a lifesaving pediatric liver transplant.

LiveReal: Faith, Miracles, and Lessons Learned Through a Pediatric Liver Transplant is now available on Amazon, in both Kindle and paperback format.

To learn more about LiveReal, please visit SamanthaMelaney.com

Media Contact

Company Name: Strategic Edge Innovations / Global Wellness Media
Contact Person: Eric D. Groleau
Email: [email protected]
Phone: 866-467-9090
Country: Canada
Website: https://StrategicEdgeInnovations.com

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Legal Specialist Recruiter, Founder, and CEO of Elias Recruitment, Jason Elias, wins the 2021 Talint International “Recruitment Leader of the Year” award.

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Multi-award-winning recruitment specialist Jason Elias has been recognised again for outstanding leadership in the Australian recruitment industry.

In a win for the legal community, the founder and CEO of Elias Recruitment, Jason Elias has been awarded the prestigious regional Talint award for leadership and excellence in recruitment. This year’s winner from Australia is no stranger to success as Elias won the same award last year, as well as the 2020 Recruitment Leader Award from the Australian Peak Industry Body, the RCSA.

In his acceptance speech at Talint’s Gala Awards Night event recently, Mr. Elias thanked his team members who have helped him achieve such great things over the years – ‘I’m not going to go up there without acknowledging my team’.

The award-winning recruiter is passionate about helping others reach their potential and making a real difference in their lives. In his own words, ‘I love what I do because every day I get to help somebody reach their goals and fulfil their potential. Similarly, finding and securing top talent for our clients so that they succeed is also a huge motivational factor for me and my team, and a rewarding journey’.

Talint’s award is an award for excellence in recruitment and recognises the firm’s industry leadership. The award was created to acknowledge those individuals who bring innovation, inspiration and energy to their field of expertise through superior performance. This person must be an innovator within his or her firm as well as a thought leader among peers – something that Jason Elias has clearly proven himself to be over the years.

The award is judged by an international panel of experts and takes into account a wide range of criteria such as creativity, achievement, client service, innovation, talent management and more.

The judges applauded Jason for his unwavering commitment to innovation and cooperation, as well as his extraordinary dedication to enhancing the profile and professionalism of the recruiting sector.

Elias credited the triumph to his team of recruiters in New South Wales, Victoria, Queensland, and Western Australia. “It’s fantastic to be an overnight success after 21 years in the legal recruitment market,” Elias remarked.

Elias Recruitment are proud to have Jason Elias as their CEO and look forward to seeing continued success in the future for both clients and aspiring candidates.

About Jason Elias: Jason Elias is a recent winner of the Australian Recruitment Leader of the Year at the RCSA awards. He is currently Chairman of the RCSA New South Wales/ACT regional Council and Global Chairman of NPA worldwide. He was previous winner of the NPA Chairman’s Award. He is a qualified legal practitioner, fellow of the RCSA and recently  completed a Masters in Legal Business Management.

About Elias Recruitment: Elias Recruitment is a legal recruitment specialist, placing legal professionals into legal roles Australia-wide. Founded in 2000, Elias Recruitment are headquartered in Sydney, and have consultants in Sydney, Melbourne, Brisbane and Perth.

Elias Recruitment
Suite 901, Level 9 84 Pitt Street
Sydney NSW 2000
Australia
PHONE: +61 2 9555 5711
EMAIL: [email protected]
WEB: EliasRecruitment.com

Location Info:
Elias Recruitment- Legal jobs In Australian Law Firms And Inhouse Legal Teams
Suite 901/84 Pitt St, Sydney, New South Wales 2000
0295555711

Media Contact

Company Name: Elias Recruitment
Contact Person: Jason Elias
Email: [email protected]
Phone: 0295555711
Country: Australia
Website: https://www.eliasrecruitment.com/

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Mortgage Lender Ron Pippin Reveals Mortgage Myths and Truths for First-Time Home Buyers on Influencers Radio

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Mortgage Lender Ron Pippin was the featured guest on Influencers Radio with Jack Mize.

Buying a house can be a stressful and confusing process – especially for a first time home buyer who is trying to understand the down payment, credit, and income requirements to qualify for a mortgage.

On a recent episode of Influencers Radio with Jack Mize, Mortgage Lender Ron Pippin discussed the common myths, misconceptions, and financing mistakes facing first-time home buyers.

During the interview, Pippin revealed one of the most common misconceptions about home financing that make qualified buyers feel homeownership is out of their reach, saying, “A lot of people think that you need 20% down or more to buy a home. And in today’s environment, that’s really tough to come up with 20% on a home. It’s a significant amount, and a lot of people just don’t have that. There are programs that allow people to buy a home with much less. In fact, sometimes with zero down allows them to become a homeowner …There are specific government programs … if you’re a veteran, a VA home loan requires no money down. If you live in a rural area, there’s a USDA program that requires no money down. But then what’s less known are some of the government grants and down payment assistance programs that are available and also require very little or no money down.  Many states have a first-time buyer program that they couple the downpayment assistance with a regular mortgage that covers the entire downpayment, and sometimes even the closing costs. So, you’re bringing in very little or no money down. Especially if the sellers are willing to pay some closing costs, then you literally can get in with no money down. Downpayment assistance differs from grant programs that are available as well. They can vary depending on the state, county, and even cities. And some cities and counties have grant programs available anywhere from a couple thousand dollars on up to thirty or forty thousand dollars that can help people get into a home based on their income, where they live, or where they’re going to live. And so it really is, takes away that barrier of buying a home with 20% down which allows people to get in very quickly, and not have to put off the home buying process.”

Since 1995, Ron Pippin has been helping first-time buyers get the right financing for the house that their family will call HOME.

Ron is the Branch Manager and Team Leader for The Pippin Team at Cardinal Financial in Ogden, Utah.  He has been listed in the top 3% of mortgage originators nationwide.  But more importantly, he’s been an Educator and Advocate for the thousands of families he’s helped navigate the home financing process. 

To listen to the full interview, visit https://influencersradio.com/ron-pippin

To learn more about Ron Pippin and The Pippin Team, visit https://www.pippinteam.mortgage/

Media Contact

Company Name: Influencers Radio
Contact Person: Rachel Allen
Email: [email protected]
Phone: 713-242-1662
Country: United States
Website: https://influencersradio.com/ron-pippin/

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