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John Martin with Compass Wealth Strategies Interviewed on the Influential Entrepreneurs Podcast Discussing Using Life Insurance for Retirement

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John Martin with Compass Wealth Strategies Interviewed on the Influential Entrepreneurs Podcast Discussing Using Life Insurance for Retirement

Published on January 18, 2024

John Martin discusses maximizing a retirement plan with life insurance.

Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-john-martin-of-compass-wealth-strategies-discussing-using-life-insurance-for-retirement/

John Martin discusses the concept of using life insurance as a retirement tool and emphasizes its importance in anyone’s financial and retirement plan. He explains that if an individual does not live long enough to accumulate sufficient retirement savings, the death benefit from a life insurance policy can ensure the completion of their retirement plan for their spouse and family. This tax-free death benefit provides financial security for the surviving spouse and family members in the event of the policyholder’s death before retirement.

Furthermore, the podcast explores different types of life insurance policies. Term insurance is described as temporary coverage for a specific period, typically 10, 20, or 30 years, without any cash value or equity. Conversely, John Martin highlights the significance of cash-value policies for utilizing life insurance as a retirement tool. Cash value policies, such as whole life or variable life, gradually accumulate cash value over time. This cash value can be credited based on market indexes or dividends and can be withdrawn through tax-free loans. This allows the policyholder to build funds for retirement while also providing a death benefit for their loved ones.

The episode underscores the importance of proper structuring and customization when incorporating life insurance into retirement planning. There is no one-size-fits-all solution, and it is crucial to consult with a knowledgeable professional who can assess individual needs and recommend the most suitable type of life insurance policy. By appropriately structuring a life insurance policy as part of a comprehensive financial and retirement plan, individuals can ensure financial security for their loved ones and potentially accumulate funds for retirement.

Overall, the episode emphasizes the importance of considering life insurance as a retirement tool. By incorporating life insurance into a financial and retirement portfolio, individuals can protect their family’s financial well-being and ensure the completion of their retirement plan, even if they don’t live long enough to accumulate sufficient savings.

John added: “We serve our clients best by providing comprehensive Financial, Estate, and Retirement Planning, through the prism of uninterrupted growth strategies along with protecting their assets while mitigating taxes.” 

About John Martin 

Hard-working business owners and Professionals shouldn’t have to forfeit paying unnecessary taxes while working and especially during retirement. 

John Martin, CEP, RFC, IAR of Advanced Tax Planners started his career 27 years ago as an independent financial advisory & wealth management firm in New York. 

He has served the business community by providing tax reduction strategies, along with creating, protecting, and preserving his client’s wealth for their families. 

John integrates education with holistic financial planning as the foundation for building real Financial Independence more rapidly, especially when taking advantage of all the tax reduction methods the tax code allows. 

Each client can expect the highest level of integrity and confidentially working together to design and implement the right strategies to best achieve their individual goals and aspirations, and to control their financial life. 

John is based in Western New York and married to his wife Kit. They have a son and a granddaughter Emma. He enjoys time with family, reading, golfing, and traveling. 

Learn More:
https://www.compasswealthstrategies.net & https://redwoodtaxadvisor.com  

Recent news and interviews:

  • John Martin discusses Business Tax Strategies:

https://authoritypresswire.com/john-martin-with-compass-wealth-strategies-interviewed-on-the-influential-entrepreneurs-podcast-discussing-business-tax-strategies/

  • John Martin discusses Roadblocks to a Successful Retirement:

https://authoritypresswire.com/john-martin-with-compass-wealth-strategies-interviewed-on-the-influential-entrepreneurs-podcast-discussing-roadblocks-to-a-successful-retirement/

 
 
Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation. Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or accounts. These product recommendations are not part of the financial plan and you are under no obligation to follow them. Investment Advisor Representative offering Independent Investment Management utilizing Tactical Active Management through Redwood Private Wealth, SIPC. 

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Iowa-Based Dental Office Focuses on Relaxing, Spa-Like Patient Experience

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Iowa-Based Dental Office Focuses on Relaxing, Spa-Like Patient Experience

Published on February 28, 2024

Gentle Family Dentists is anything but ordinary. It’s all in their name. They focus on a gentle, relaxing dental experience with unparalleled dental care.

“We are the only office in Iowa that gives nitrous oxide for free,” shares Dr. Moreno, who has over 40 years at the practice. “Complimentary nitrous, alongside ceiling TVs and headphones, creates a relaxed atmosphere for patients of all ages. We often see patients who have put off coming to the dentist out of fear, but once they’ve experienced coming to Gentle Family Dentists, they understand what makes us so unique.”

Gentle Family Dentists resembles a spa retreat more than a dental office. A dedicated relaxation room fully equipped with a massage chair allows patients to unwind before or after their appointments rather than in a traditional waiting room.

To enhance the spa-like experience, they will be expanding the relaxation offerings starting in March. Each patient will have the opportunity to choose from a menu of treatments, including a hand softening treatment, an under-eye treatment, or a shoulder massage.

The practice caters to all ages, providing a comfortable and enjoyable dental experience even for children. Dr. Moreno adds, “Especially for our young patients, the nitrous while watching Disney makes them so relaxed and comfortable.”

With three experienced dentists and a highly skilled team, Gentle Family Dentists ensures that most treatments – including dental implants, orthodontics, botox, and dermal filler – can be done in-house, minimizing the need to refer their patients to other specialists.

They are also committed to accessibility. Unless all three dentists are in a seminar, somebody is usually ready to answer patient questions over the phone. With three convenient locations in North Liberty, West Liberty, and Muscatine, Iowa, patients can count on a relaxing, calming experience for any age.

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Daphna Levy’s “Stop Fighting and Start Communicating” Tops Multiple Bestseller Lists

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Daphna Levy’s “Stop Fighting and Start Communicating” Tops Multiple Bestseller Lists

Published on February 28, 2024

Daphna Levy’s latest book, “Stop Fighting and Start Communicating,” achieves #1 bestseller status, featured on renowned bestseller lists and is transforming relationships globally.

The highly anticipated book by renowned marriage coach Daphna Levy, “Stop Fighting and Start Communicating,” has taken the literary and self-help world by storm since its launch on February 20, 2024. Ascending rapidly to #1 bestseller status, the book has been recognized on multiple prestigious bestseller lists, including those focusing on Counseling, Couples & Family Therapy, Relationships, Marriage & Long-Term Relationships, and Health, Fitness & Dieting categories.

Daphna Levy, with a career spanning more than three decades, has become a vanguard in the field of relationship counseling. Her latest book’s remarkable success is a testament to her profound impact on couples and individuals striving for healthier, more communicative, and loving relationships. Born in Israel and having enriched her perspective with experiences across three continents, Levy’s advice resonates with a global audience.

“Stop Fighting and Start Communicating” is a comprehensive guide that delves into the complexities of interpersonal conflict and provides practical solutions for restoring harmony. The book highlights Levy’s unique approach, blending blunt honesty with deep compassion, and offers effective techniques for resolving disagreements without animosity.

Amidst the excitement of the book’s successful launch, Daphna Levy shared her heartfelt gratitude:

“I am deeply moved by the response to ‘Stop Fighting and Start Communicating.’ To see it embraced so enthusiastically, appearing on bestseller lists, is extremely rewarding. My greatest hope is that it continues to foster understanding and love in relationships. I am truly thankful to my readers for joining me in this journey to improve the way we connect with one another. This achievement is not only mine; it belongs to every reader who has sought to bring positive change into their life and relationships.”

Following the critical acclaim of her 2014 book, “Picking Right,” Levy’s newest publication builds on her extensive expertise and offers even more advanced strategies for those navigating the intricacies of long-term relationships.

The launch was highlighted by a special promotion that made the Kindle version of the book accessible to a wide range of readers. The practical tools, such as the Smart Relationship AnalysisTM included in the book, have been lauded as game-changers for couples looking to enhance their understanding of each other and their relationship dynamics.

As the book continues to receive praise and recognition, Daphna Levy’s impact is evident in the multitude of relationships revitalized by her wisdom. “Stop Fighting and Start Communicating” stands as an indispensable resource for anyone seeking to foster a harmonious, loving relationship.

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Natalie Raitano: A Journey from Hollywood to Fitness Guru – Unveiling Superbodies by Nat

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Natalie Raitano: A Journey from Hollywood to Fitness Guru – Unveiling Superbodies by Nat

Published on February 27, 2024

Natalie Raitano, renowned for her roles in Hollywood, has launched Superbodies by Nat in Rostraver, Pennsylvania, marking her transition from entertainment to becoming a fitness guru. This venture embodies her passion for fitness and her entrepreneurial spirit, inspired by her father’s business acumen.

From the glitz and glamour of Hollywood to the empowering world of fitness, Natalie Raitano has embarked on a transformative journey, culminating in the launch of Superbodies by Nat in Rostraver, Pennsylvania. This new venture is a testament to Raitano’s enduring passion for fitness and her commitment to inspiring others to achieve their health and wellness goals.

Raitano, best known for her dynamic roles in Pepsi commercials, music videos, and as a series regular on the hit TV show V.I.P. alongside Pamela Anderson, has always harbored a deep love for fitness. “True to my first love, fitness, I transitioned to a full-time career, becoming a master trainer and an inspiration,” Raitano shares. This pivot from entertainment to fitness was driven by her desire to make a tangible impact on people’s lives through health and wellness.

Superbodies by Nat is not just a fitness center; it’s a reflection of Raitano’s journey and her entrepreneurial spirit, deeply influenced by her father’s business acumen. The establishment of this fitness hub marks a significant chapter in her life, blending her passion for fitness with her innate business savvy.

Raitano’s path has been marked by resilience and determination. She openly discusses the challenges she has faced, saying, “In my life’s journey, I’ve learned that losing everything is just the start of finding your way back.” These words encapsulate her approach to both life and business—viewing setbacks as opportunities for growth and renewal.

 

Reflecting on her experiences, Raitano acknowledges the strength she has drawn from adversity: “The toughest times in my life have been the foundation of my strength today.” Her journey serves as an inspiration to many, demonstrating the power of perseverance and the importance of pursuing one’s passions.

Superbodies by Nat offers a variety of fitness classes and training programs tailored to meet the needs of individuals at every stage of their fitness journey. Raitano’s goal is to foster a supportive community that empowers individuals to discover their strength, resilience, and joy through fitness.

About Shine On Success Podcast

The Shine On Success Podcast, hosted by Dionne Malush, entrepreneur and owner of Realty One Group Gold Standard, is dedicated to exploring the journeys, challenges, and triumphs of today’s entrepreneurs. Each episode is crafted to inspire, educate, and empower listeners, whether they’re just starting out or are seasoned business owners.

For more information about Superbodies by Nat and to connect with Natalie Raitano on her remarkable journey, please visit her YouTube channel or follow her on social media at:

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