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Joshua Sherrard, President and CEO of Strategic Navigators, Interviewed on the Influential Entrepreneurs Podcast Discussing Guidance on Business Transition

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Joshua Sherrard, President and CEO of Strategic Navigators, Interviewed on the Influential Entrepreneurs Podcast Discussing Guidance on Business Transition

Because the largest portion of wealth for a business owner is tied up inside the business, Josh Sherrard discusses his approach to helping his business clients create a savings plan that makes sense for a successful future.

Listen to the interview on the Business Innovators Radio Network 

https://businessinnovatorsradio.com/interview-with-joshua-sherrard-president-and-ceo-of-strategic-navigators-discussing-guidance-on-business-transition/

In the interview Josh discusses guidance with business transition, making this tax favored or tax free, generational transitions for Business Families, passing the business on to key employees, and how you can “catch up on retirement”

Strategic Navigators helps their business clients discover the best structures and strategies for their business type, business season and business goals. While maintaining proper legal and liability protections, they keep maximum tax efficiency as a common goal. The tax code is over 80,000 pages when including statutes, case law and regulations. Within this code lie time-tested strategies and directions on how to grow your business. Their typical client has saved 40-60% more than they did with their previous tax planning.

Sherrard says, “In a complex and volatile world, we offer premium Strategic Family Office Services designed to help you achieve your personal, family and business goals. Our experienced team is dedicated to providing you with independent and specialized advice, built on best-in-class, time-tested, and nationally recognized principles. As a Business Family Coaching boutique, we distinguish ourselves through a genuine entrepreneurial spirit and strong flexibility. We focus on our specific strengths to offer you excellent solutions. Contact us today for a complimentary analysis of your taxes and financial position – our average client saves 40-60% on income taxes – what could you do with that money?”

About  Josh Sherrard

Josh started his first business at twelve years old with a natural inclination for being an entrepreneur. Since then he has been involved in start-ups, corporate America, and in international business development. He has over a decade of experience in the Non-Profit Sector managing multi-million dollar companies in addition to many years as a financial advisor and business efficiency expert. His background in the fields of Business, Finance, Executive Management, Real Estate, Operations and Sales brings a unique depth to his Business Family Coaching.

Born and raised in Hawaii with experience around the globe, Josh enjoys working with clients from varied backgrounds. He attended The University of Hawaii, Simpson Bible College in Redding California and The Moody Bible Institute in Chicago. Josh and his wife Amy have three children, Joshua II, Julianne, and Gabriel. Josh is an ordained minister and enjoys working in missions, playing the guitar, traveling and spending time with his family.

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

The figures provided herein are estimates and projections based on information provided by the potential Client and/or Client.  Strategic Navigators Consulting, LLC (“SNC”) is not responsible for the Client’s financial position, business outcomes or legal structures.  Because federal and state laws, statutes, rules, and regulations are subject to change at any time, specific results are not guaranteed. Client understands and agrees that any proposed benefits of SNC services require that the Client completely and consistently implement any and all recommendations of SNC services.  Client further agrees that failure to completely and consistently implement any and all such recommendations is no fault of SNC.  Client acknowledges, understands, and agrees that implementation of any recommendations by any third party that is not SNC shall not be the responsibility of SNC and Client agrees to undertake and accept any and all risks and consequences, financial or otherwise, of the implementation of the Consulting Services by anyone other than SNC.
**Savings is not net of cost and fees associated with planning.

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Ken Abel, Sales Director at Trailstone Insurance Group, Interviewed on Influential Entrepreneurs Podcast Discussing the Core Values Working With Trailstone Insurance.

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Ken Abel, Sales Director at Trailstone Insurance Group, Interviewed on Influential Entrepreneurs Podcast Discussing the Core Values Working With Trailstone Insurance.

Published on May 26, 2022

Ken Abel discusses how working with Trailstone Insurance is a different experience and provides a vibrant environment for success. In the interview, Ken discusses their Core Values:

  • Treat Others the way you Want to be Treated – The Golden Rule
  • Have the Heart of a Teacher
  • Launch-Fail-Learn-Fix
  • Generosity & Gratitude

Listen to the interview on the Business Innovators Radio Network  https://businessinnovatorsradio.com/interview-with-ken-abel-discussing-the-core-values-working-with-trailstone-insurance-group/ 

Abel commented, “our agency has been remote-focused from day one. Providing our agents the technology and flexibility to work when they want and where they want with full support gives them a work environment that fosters the greatest success possible!”

Trailstone Insurance Group is an independent insurance agent that represents multiple insurance companies. They are not locked into just one insurance company, which allows them to find the best options for coverage and the best pricing available. Having access to over 40 insurance companies means when rates go up with one company, Trailstone has the ability to move their clients’ insurance to a better option…in fact, they have an entire department in their agency focused on just renewals and finding the best coverages! There is no charge to use their service; the insurance carriers pay them.

Dave Ramsey has endorsed Trailstone Insurance Group. Abel commented, “It took us years to pass Dave’s vetting process. We had to prove to Dave’s team that we have the “Heart of a Teacher” in our selling approach with our clients. This means we put your needs first before ours or the insurance carriers. Insurance agencies cannot purchase Dave’s endorsement; it must be earned. To ensure we are continually improving, Dave’s team does monthly training with the leadership here at Trailstone Insurance and asks for feedback directly from our customers.”

 

About Ken Abel

Ken is a Colorado Native who loves camping, hiking, and enjoying our beautiful Rocky Mountains. He grew up playing soccer, track and field, fencing, tae-kwon-do, racquetball, and snowboarding. He was always doing something active or creative. If he was not playing a sport, he practiced his artistic skills drawing and painting.

His background is in Graphic Design and Digital Imaging. He took his love for art through college and got his Bachelor’s Degree in Fine Arts. Going through college in the age where computer graphics were just starting was remarkably interesting. Studying new programs and technologies that were just getting started like Photoshop was absolutely fascinating. Nowadays, he likes to spend his free time with his boys and wife playing VR games, camping, hiking, or reading a good book.  

Learn more at: https://trailstoneinsurancegroup.com/ken-abel/   

  

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“Whispers from His Heart: Experiencing The Love of God”, moving brokenness to healing by personally connecting to God daily

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“Whispers from His Heart: Experiencing The Love of God”, moving brokenness to healing by personally connecting to God daily

Published on May 25, 2022

In her interview on Business Innovators Radio, Brenda walks through the writing process and how her book “Whispers from His Heart: Experiencing The Love of God” came to be. Birthed from one of the darkest times of her life, the writing of this book was part of her healing process.

Brenda W. Levine is the author of “Whispers from His Heart: Experiencing The Love of God”, a devotional journal offering encouragement through daily life struggles, igniting hope, instilling purpose, and inspiring dreams again.

Daily Devotions have been called exercise for the soul and just as physical exercise promotes physical health so daily devos promote spiritual health. 

According to The Pew Research Center in Washington DC only 36% of Evangelicals say they have a daily devotional and women are 30% more likely to have a daily devotions than men?

Women’s devotional books make up almost 80% of the devotional book category so there seems to be a strong market for them. 

Toya Poplar says of Brenda Levine’s book Whispers from His heart, “Written in the style of Sarah Young’s Jesus Calling, Whispers is a daily devotional that does exactly what the name suggests; it whispers aptly spoken words to the quiet place of your heart.”

In her interview on Business Innovators Radio, Brenda walks through the writing process and how this book came to be, this podcast can be found on the Business Innovators Radio.

She shares how this book was birthed from one of the darkest times of her life.  She found herself going through two painful divorces that she didn’t want to happen but had no ability to stop. 

It was during this dark time in her life that she went to God again in a new way.  Not just spending time studying and praying but journaling and learning to hear God’s voice as it spoke to her needs directly, the writing of this book was part of her healing process.

Now she wants to share that journey with others so they can also learn to hear the whispers from God’s heart.  So no matter what they have experienced or they are facing now, they can know God is there with them and he cares.  He wants to step into their lives and be there for them in a tangible way they can feel.  

Her book is a way other women can learn to experience this for themselves and it is more a workbook than book as it meant to be uses each day as they learn to spend time with God.

She offers a free 7 day challenge where anyone can get free devotions from her book and learn to hear God’s voice for themselves at the Whisper Challenge.

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Book Providing Insights From Financial Professionals on Post-Pandemic Planning Releases On Amazon

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Book Providing Insights From Financial Professionals on Post-Pandemic Planning Releases On Amazon

Published on May 24, 2022

LEADING ADVISOR is now available on Amazon.com and other booksellers.

Remarkable Press’ recent release, “LEADING ADVISOR – Spotlights on Remarkable Financial Professionals and Advisors Vol 2,” is now available on Amazon and Kindle, among other booksellers. Remarkable Press has pledged 100% of the royalties from the retail sales of the book to be donated to charity.

In response to the book release, Remarkable Press Founder, Mark Imperial, said, “Releasing this book is something we are excited to have achieved. This is an important project for us because we have created a powerful resource for Retirees and Soon-to-be Retirees.”

Describing the unique concept behind the book, Imperial explained, “This wasn’t a topic we could tackle on our own, so we reached out to some of the top Financial Professionals across the country and asked them to give their insight into planning a financial future and retirement.”

Imperial expressed appreciation for the book’s contributors, saying, “We are extremely fortunate to have the caliber of Financial Professionals who gave their time to be interviewed for this project. Every one of them is a true advocate and educator. To have this book available on Amazon and Kindle, among other great booksellers, is an incredible achievement and puts a spotlight on the appreciation and recognition they deserve.”

With the recent Pandemic, “LEADING ADVISOR” subject matter is a hot topic and a must-read for Retirees and Soon-to-be Retirees.

Featuring Conversations with:

  • Jonathan Taylor
  • Gregory Kojak
  • Eric A. Dupré
  • Adam D. Koos
  • Jacob Chrysler
  • Michael Chrisler
  • Shanna Tingom
  • Gabrielle Kelly
  • Michael P. Nelan
  • Brock Brenneman

“LEADING ADVISOR – Spotlights on Remarkable Financial Professionals and Advisors Vol 2” Kindle version is available on special flash sale now at https://www.amazon.com/dp/B09TZ8GZH8/.

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