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Kevin McCarthy, President of McCarthy Financial Group, P.A., Interviewed on the Influential Entrepreneurs Podcast Discussing How to Maximize Social Security Income

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Kevin McCarthy, President of McCarthy Financial Group, P.A., Interviewed on the Influential Entrepreneurs Podcast Discussing How to Maximize Social Security Income

Published on August 3, 2022

Kevin McCarthy discusses how his company helps clients secure their financial future.

Listen to the interview on the Business Innovators Radio Network:

https://businessinnovatorsradio.com/interview-with-kevin-mccarthy-president-of-mccarthy-financial-group-p-a-discussing-how-to-maximize-social-security-income/

At McCarthy Financial Group, their mission is to get to know and understand their client’s needs, wants, and long-term goals. They want to help develop, implement, and monitor a strategy that’s designed to address each person’s individual situation.

They understand the challenges families face today.

From managing debt to saving for college to retirement, these personal finance challenges can be overwhelming. Their commitment is to utilize their resources to help people pursue their goals. They believe in thinking “out of the box” and are not afraid to challenge conventional wisdom in their approach to investing and preserving wealth. All of their energy, commitment, and efforts are focused on the client and their satisfaction.

Kevin explained that: “Today’s economic environment presents many challenges. But along with these challenges come opportunities and potential rewards for those who can identify long-term trends. Whether you’re facing retirement—or looking to understand certain investment ideas better—we can help you address your most pressing money questions. Our first priority is your overall financial success. We want to learn more about your personal situation, identify your dreams and goals, and understand your risk tolerance. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.”

About Kevin McCarthy

Since 1987, Kevin McCarthy has been dedicated to creating a financial investment plan and model portfolio based on each client’s unique goals and risk tolerance. Learning early on that each investor is unique and no single investment account is right for everyone, Kevin has been able to guide his clients in proper asset allocation offering each client a clear and personalized perspective with consistent performance.

In 1993, Kevin founded McCarthy Financial Group, PA, a family owned, full-service financial planning firm. Built on honesty, integrity and personal service, McCarthy Financial Group seeks to improve our clients’ sense of security when it comes to their financial future. Through his practice, Kevin has been able to complement each one of his clients by offering a very simple approach: identify the client’s needs and goals, design and implement a plan of action, and more importantly, monitor and evaluate performance regularly and revise the plan as needed.

As a Licensed Insurance Agent, Securities Licensed Registered Representative and Investment Advisor Representative, Kevin understands how necessary it is to have access to virtually every investment and estate-planning vehicle to better benefit his clients. Kevin is qualified and licensed to offer a variety of fixed insurance products such as annuities, life insurance, and long-term care, as well as a full range of registered securities from stocks, bonds, mutual funds, and CD alternatives.

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

Kevin C. McCarthy is a registered representative of and offers Securities and advisory service through Madison Avenue Securities, LLC. (MAS) a registered investment advisor, member FINRA & SIPC; MAS and McCarthy Financial Group, P.A. are not affiliated companies. Registered Investment Advisor  – A170302
Investing involves risk, including the potential loss of principal. It is not possible to invest in an index. Any references to protection, safety, or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the issuing carrier. This book is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. McCarthy Financial Group is not permitted to offer, and no statement made during this presentation shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by McCarthy Financial Group.

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Wornel and Kellen Simpson Announce their Initiative: “Being Brilliant On The Basics”

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Wornel and Kellen Simpson Announce their Initiative: “Being Brilliant On The Basics”

Published on August 5, 2022

Wornel and Kellen serve their clients by Being Brilliant On The Basics: The simplicity of proven financial methods and strategies.

“The price one pays for pursuing any profession, or calling, is an intimate knowledge of its ugly side”- James Baldwin

Wornel and Kellen explained, “We view permanent life insurance as a strategy to take market dissatisfaction and make it work for you.  Financial markets perform erratically.  We have spent over forty years managing risk and preserving capital.  The appropriate life insurance policies can help preserve the assets you spend years accumulating.  Permanent life insurance policies have been designed with structural truths, rules, mathematical certainties, and conservative economic assumptions.  Why not utilize these large companies’ financial acumen and resources to help you reduce speculation and risk to a science? – THE RIGHT WAY.”

People should not take good fortune for granted.  It is easy to feel secure and over-confident when at the top of their game and have a substantial guaranteed income, and prospects for continued future cash flow appear promising.  This is when being “brilliant on the basics” is most important.

Simpson continued, “Beyond our levels of expertise, we provide access to a network of quality professionals and services; consolidation and simplification of financial matters; personal service that extends beyond finances; sophisticated, yet understandable investment strategies and strength of focus on long-term goals.”

Wornel and Kellen Simpson will provide open forums throughout year-end 2022 on utilizing life insurance products as protection vehicles and investment tools- THE RIGHT WAY.

About Wornel and Kellen Simpson

Wornel Simpson and Kellen Simpson are among the nation’s leading investment and insurance industry professionals with over four decades of experience.  They exhibit a unique approach to ascertaining 21st-century economic and generational trends and opportunities.

Wornel Simpson and Associates (wornelsimpson.com) was established in 1983 as a financial management firm.  In 2018, J. Clyde Management (jclydemgmt.com) was created to help develop the innovative ideas of entities seeking next-level business advice and direction.

Focusing on family and lifestyle advisory, Kellen and Wornel are committed to delivering responsible results through responsible actions.

Wornel Simpson (B.A.- Political Science, University of California-Davis) is a Registered Representative of FSC Securities Corporation and holds FINRA Series 7, 63, and 65 registrations.  He is registered in the states of CA, AZ, CO, FL, GA, IL, IN, KS, MD, NY, NC, VA and WA.  He is life licensed in CA, NV, FL and WA.  Kellen Simpson (B.A.- Communication Studies, Long Beach State University) is a licensed Life, Health and Accident Agent in CA and NC.

Learn more: wornelsimpson.com

[email protected]

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Jonathan P. Groth, Founder, and Owner of the Groth Law Firm, Interviewed on the Influential Entrepreneurs Podcast

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Jonathan P. Groth, Founder, and Owner of the Groth Law Firm, Interviewed on the Influential Entrepreneurs Podcast

Published on August 5, 2022

Jonathan P. Groth discusses how his law firm helps obtain justice for victims of personal injuries.

Listen to the interview on the Business Innovators Radio Network:

https://businessinnovatorsradio.com/interview-with-attorney-jonathan-p-groth-founder-and-owner-of-the-groth-law-firm/

Non-economic damages are often referred to as general damages and include pain and suffering, loss of companionship, inconvenience, and loss of consortium. General damages are usually available to those who suffer from long-term injuries sustained in an accident.

Punitive damages are only awarded to punish a defendant for grossly negligent or intentional actions. A drunk driver that causes an accident might have to pay punitive damages. Someone who kidnaps you with an intent to harm you might have to pay punitive damages in a civil lawsuit and any criminal penalties the criminal court might order.

Groth explained, “Your circumstances dictate what kind of damages you might collect in a personal injury lawsuit. Economic damages are often referred to as special ones, including those with a price attached. Special damages might include past and future medical costs, past and future lost wages, funeral and burial expenses, and replacement of personal property—including vehicles—damaged in the accident.”

People get injured in all types of situations, and many of those situations are the fault of another person or product. When someone or something else causes a person an injury, they are legally entitled to collect compensation for their medical bills and other inconveniences, depending on the circumstances of the accident. In fact, they could collect three types of damages: (1) economic, (2) non-economic, and (3) punitive. Of course, this depends on the type of injury and the defendant’s actions—the at-fault person or company.

That’s where the victim will need the help of a Wisconsin personal injury lawyer like the Groth Law Firm. Based in Milwaukee, they can help determine who may have contributed to a person’s injuries and seek compensation on their behalf.

Client Christine from Fond Du Lac, Wisconsin says: “Thank you Attorney Jonathan Groth, I sure appreciate the settlement you were able to get me for our snowmobile accident. You were very helpful, friendly, and efficient on getting us the information we needed. I am glad and proud that I chose you and your team to represent me!!! Thank you from the bottom of my heart!”

About Jonathan P. Groth

Groth Law helps injured victims locally with its car crash and “single event” practice. Internationally, Groth Law helps victims suffering injuries from Vaccine Administration in the U.S. Court of Federal Claims. In all regards, Mr. Groth devotes his time and resources to helping innocent accident victims, and their families find the justice they seek after suffering an injury or loss caused by another party’s negligence or wrongdoing.

Handling all types of personal injury and wrongful death claims, Mr. Groth advocates strongly on behalf of those adversely affected by automobile and motorcycle accidents, trucking accidents, defective products, dangerous property conditions, animal attacks, nursing home abuse, and bicycle and pedestrian accidents. Throughout the course of his career, he has recovered millions of dollars on behalf of those he serves, earning his membership to both the Million Dollar Advocates Forum and the Multi-Million Dollar Advocates Forum alongside being named a Rising Star, a SuperLawyer, receiving a superb 10 on Avvo, and being named one of the Top 100 Trial Lawyers in Wisconsin by the National Trial Lawyers Association.

Jon is active in the legal community, teaching other attorneys about the intricacies of personal injury law. He’s a member of the American Bar Association, State Bar of Wisconsin, and the American Association of Justice.

Besides being a personal injury attorney, Jon has taught at Cardinal Stritch University and is a father to three kids. When there’s a spare moment to be had, Jon indulges in outdoor activities such and running or skiing, and he and his wife often volunteer at church, coach sports and drive the “Groth taxi” for their boys.

Learn More: https://grothlawfirm.com/

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Elephant in the Room: The “Colorado Real Estate Leaders” Podcast Builds Community in the Midst of the Hard Market

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Elephant in the Room: The “Colorado Real Estate Leaders” Podcast Builds Community in the Midst of the Hard Market

Published on August 4, 2022

The Colorado Real Estate Leaders Podcast builds community in the midst of the challenging market. Real Estate professionals find support in the community soundwave resounding all over Spotify, Audible, Pandora, Apple Podcasts, and other major platforms.

In especially difficult economic times, The Colorado Real Estate Leaders Podcast provides a nuanced talk-space for members of the real estate field to connect through the power of conversation. Trailstone Insurance Group produces Colorado Real Estate Leaders Podcast to create a sense of community, and many guests on the show are not afraid to address the elephant in the room—rising interest rates and the current state of our market.

So far, the show has featured professionals like James Rangel, a veteran relator who survived the previous housing crisis; and Terra Schrader, a brand-new loan officer with ambitious marketing schemes. Just to name a couple.

‘The idea is to bring the Real Estate Community together through different voices, perspectives, and stories, especially during trying times. We are, after all, like a massive professional network of a family,” explains Lauren Hendrick, the podcast producer and marketing director at Trailstone Insurance Group. “I know from experience that the stories of your colleagues can provide insight, inspiration, and motivation! Whether you’re a real estate agent, loan officer, or other professional, you can find your people AND your own voice.”


Listen to the Colorado Real Estate Leaders Podcast:

Hendrick continued, “Want to bring your voice into the discussion? To land your own interview, apply here:” https://lnkd.in/gNxcwdUQ

The Colorado Real Estate Leaders Podcast is sponsored by Trailstone Insurance Group, an independent insurance agent representing multiple insurance companies, which sets them apart from corporations that are limited to one. Because they are not locked into just one insurance company, the best options for coverage and the best pricing are available. Having access to over 40 insurance companies means when rates go up with one company, Trailstone can move their clients’ insurance to a better and more customized 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. Hendrick 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.”

Learn More: https://trailstoneinsurancegroup.com/

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