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Todd Smith, CFP®, President of Level 5 Financial Interviewed on Podcast Discussing Retirement Planning Within the Context of a Family Office

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Todd Smith, CFP®, President of Level 5 Financial Interviewed on Podcast Discussing Retirement Planning Within the Context of a Family Office

Published on September 5, 2022

Todd explained, “When it comes to retirement planning, a family office can provide a wealth of support and resources. From helping to develop a personalized financial plan to coordinating with other professionals, a family office can be valuable in ensuring a comfortable retirement. We understand that retirement planning is an important part of overall financial planning. Our team works closely with each client to create a personalized retirement plan that considers all aspects of their financial situation. We consider investment portfolio, income sources, and spending goals to create a comprehensive plan to help our clients achieve their retirement dreams.”

Listen to the interview on the Business Innovators Radio Network:

https://businessinnovatorsradio.com/interview-with-todd-smith-cfp-president-ceo-of-level-5-financial-discussing-retirement-planning-within-the-context-of-a-family-office/

Family offices have a few unique considerations when it comes to retirement planning. Because family offices often span multiple generations, they must consider the needs of younger and older family members. They also must consider the family’s overall financial picture and any philanthropic goals.

The first step in retirement planning for a family office is to gather all relevant financial information. This includes investment portfolios, bank accounts, insurance policies, real estate holdings, and business interests. Once this information is collected, it can be used to develop a comprehensive picture of the family’s financial situation.

From there, family offices can begin to develop a retirement plan that meets the needs of all family members. This may include retirement savings, investing in income-producing assets, and creating a distribution plan for family assets. Depending on the family’s circumstances, philanthropic giving may also be a part of the retirement plan.

Retirement planning within a family office context can be complex, but it is an important process for ensuring the financial security of all family members. By taking the time to develop a comprehensive plan, family offices can provide peace of mind for generations to come.

About Todd Smith

After graduating from Hamilton College, Todd began his financial services career in the late 1990s working for Prudential Securities in NY. Since then, he has developed a diverse and valuable financial background as an investor and advisor, working for both small boutique financial planning firms as well as larger financial corporations.

Since 2012, Todd has focused on working with accountants and other tax professionals, helping them offer more proactive and holistic planning to their clients. He founded Level 5 Financial responding to his deeply held belief that wealth management can be far more comprehensive and in how it meets the needs of its clients. Becoming independent gave him the freedom to innovate in order to best meet the needs of his clients. As a business owner and entrepreneur, himself, Todd enjoys designing imaginative wealth creation & preservation strategies, advanced tax mitigation, and business optimization within a virtual family office ecosystem to maximize the potential of business owners and families.

Learn More: http://www.level5financial.com/

Other News Stories:

Level 5 Financial Serves CPAs

https://authoritypresswire.com/todd-smith-cfp-chfc-ctm-cltctm-president-ceo-of-level-5-financial-discussing-how-he-serves-cpas-interviewed-on-influential-entrepreneurs-podcast/

 
LEVEL 5 FINANCIAL, LLC FIRST (“L5F”) is a registered investment adviser offering advisory services in the State(s) of Colorado and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this information on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by L5F in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.
All written content on this site is for information purposes only. Opinions expressed herein are solely those of L5F, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

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Louie Slagle, Senior Vice President of Life Insurance Distribution with Partners Advantage, Interviewed on the Influential Entrepreneurs Podcast

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Louie Slagle, Senior Vice President of Life Insurance Distribution with Partners Advantage, Interviewed on the Influential Entrepreneurs Podcast

Published on September 22, 2022

Partners Advantage – A Gallagher Company is one of the largest independent life insurance wholesale brokerage operations in the country representing more than 50 of the top-rated insurance carriers in the nation. With offices operating in Iowa and California and employees working remotely in the U.S., they offer a diverse and comprehensive mix of individual products––including annuities, life insurance and linked benefits––to independent financial professionals, agencies and institutions across the United States. They support a broad distribution footprint ranging from independent agents, broker dealers, RIAs, to other large insurance marketing organizations.

Partners Advantage has evolved to where it is today as a result of well-planned and timely mergers and acquisitions, deep knowledge and expertise in the life and annuity space, and a decades-long commitment to serving the individuals who make the industry great.

Listen to the interview on the Business Innovators Radio Network  –  https://businessinnovatorsradio.com/interview-with-louie-slagle-senior-vice-president-of-life-insurance-distribution-with-partners-advantage/

Louie works with elite-level producers who consistently serve affluent clients. He empowers his producers with concierge-level support, so they have custom-tailored tools in their arsenal to succeed at the highest level.

Slagle says, “We bring more value to your interactions with clients and prospects through a framework that helps propel client engagement and success. In a digital world, prospective clients can find many options when seeking help with their retirement needs. Establishing trustworthiness from the get-go is essential for financial professionals. Our Credibility, Connection, Communication, and Collaboration formula is tailored to fit you, so you stand out from your competitors and can be seen as the “go-to” financial professional in your community.
Build market differentiation: Credibility with our Author Program or our Podcast Series.
Connect with more of your ideal customers using one of our turnkey systems. Communicate common retirement and protection-based challenges facing today’s consumers in an easy and concise manner. Collaborate with an industry-leading team helping you with case design, product recommendation, and case management.”

About   Louie Slagle

Louie has been in the business for 20 years, having held multiple roles in the life insurance industry, specializing in Advanced Insurance Planning, product development, distribution and sales consultation, negotiation, risk management, and executive leadership. He currently holds his series 7, 6, and 63 and insurance licensure. He lives in Minnesota with his wife Amber and two daughters.

Learn more:  https://partnersadvantage.com/

Partners Advantage - A Gallagher Company; 9130 Anaheim Pl., Suite 120 Rancho Cucamonga, CA 91730. For Financial Professional Use Only. Not for use in solicitation or advertising to the public. This content is for informational and educational purposes only and is not designed, or intended, to be applicable to any financial professional or client's individual circumstances.

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New Balance Future Stars Series Delivers Top Amateur Baseball Talent at the Underclass Elite Event in Frisco, TX

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New Balance Future Stars Series Delivers Top Amateur Baseball Talent at the Underclass Elite Event in Frisco, TX

Published on September 22, 2022

The New Balance Future Stars Series Underclass Elite event lived up to its name this past weekend.

The second annual installment of the New Balance Baseball Future Stars Series event went off without a hitch at Riders Field, home of the Double-A affiliate of the Texas Rangers, the Frisco RoughRiders.  Two teams comprised of some of the best sophomores and juniors in the country — as well as one freshman — squared off for three games, starting with a doubleheader on Saturday.

That doubleheader was split — the Navy team won, 6-5, in Game 1, while the White team came back to win Game 2, 5-2, setting the stage for a winner-takes-all Game 3 on Sunday, which was won by the Navy team, 8-5.

All three games were broadcast live on YouTube and will be stored on DAZN as part of the agreement with the live and on-demand streaming service that gives sports fans around the world affordable access to sports anytime, anywhere.  It was a good start to the deal — which continues with a live broadcast on DAZN for the upcoming Main Event at Fenway Park — with a ton of talent on display for 27 innings of some of the best baseball we’ve seen all summer long.

Jeremy Booth, CEO and President of the Future Stars Series, said, “Underclass Elite had some of the best deliveries, strike throwing, execution, breaking balls, and feel to hit with consistent contact I’ve seen at this age group maybe ever… It was a group with building blocks to be very good players, all of which have future roles. Roles mean value, and that value translates into winning games. These are winning players.”

A large number of the players in attendance turned in stellar showings — both on Friday night’s workout and during game action over the weekend — that will both further their prospect status and keep them in the loop with upcoming Future Stars Series events, including Vinny Hudson, Cole Lanford and David Stanley, all of whom will be in attendance at the Main Event as the only underclass players on the rosters.

Several others also made their name in Frisco, with some big moments coming from Mason Middleton, RJ Cope, Trey Markham, Ryley Leininger, Markus Kirksey, Braden Regala, Chris Melvin, Conner Barth, Jake Downing, Shea Braaten, Trip Ancheta, Josiah Romeo and Zachary Gingrich to name a few.

Player photos, videos and game highlights can be seen at https://futurestarsseries.com/category/fss-underclass-elite/2022-underclass-elite/

To learn more about Future Stars Series visit https://FutureStarsSeries.com

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Learn to Build an Exceptional Future from 10 Men Already There

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Learn to Build an Exceptional Future from 10 Men Already There

Published on September 21, 2022

As the summer draws to an end and the fall season steps in to replace the warm, sun-filled days, it brings to mind a New Year filled with abundant opportunities just around the corner. 2023 is just up ahead. With that comes the prospect of creating new goals while evaluating accomplishments from 2022. 

Mark Stephen Pooler, CEO and Founder of TMSP Agency, an inspirational pioneer among his peers and a trendsetter within the media industry, has spoken to thousands of successful businessmen and entrepreneurs throughout his career – making it difficult to narrow down the selection of those to highlight. 

From the stories and insights below, learn how to build an exceptional future from these remarkably innovative men who share game-changing advice and proven approaches for achieving and maintaining success.

  • Brian Tracy, Chairman and CEO of Brian Tracy International, speaker, and author, learned critical success building methods early on. Those who write their goals down are ten times more likely to achieve them, as it enables a higher level of thinking and leads to more focused actions. Done religiously, can add to the effectiveness of the practice. Brian has also taught millions how to avoid getting stuck in ‘comfort zones’ with the Zero-Based Thinking Question. “Is there something that you are doing today, knowing what you now know, that you would not start up again if you had to do it over?”
  • Kevin Tewis-Allen, Managing Director of Ecoflix, widely known among Gen Z and millennial crowds, multi-platinum award-winning record producer, and BBC Radio 1 producer of the decade advises those seeking success to pursue KNOWING over wondering. Sharing the sad truth that individuals rarely automatically care about things, Kevin recommends doing due diligence and research to tap into what is socially responsible for uncovering what makes people care. In business, seek fanatics – not just fans! In life, have empathy and build a trusted and dedicated team to fall back on. 
  • CEO and Lead Mentor at Total Wealth Academy, LLC, Steve Davis, began developing a career at age 27 with bad credit and no money, yet went on to invest in 4,000+ apartments! A huge advocate of reading, he believes that solutions to any dilemma can be found in books. Invest in education regularly and be willing to grow continuously. While remaining humble and grateful, always set higher goals.
  • Self-made success story, Brandon Ivan Pena, believes anything is attainable through creativity and community. Through his appreciation for human connection and his love of coffee came his brand – 787 Coffee Co. Brandon’s three key pieces of advice are: 1) Mindset is everything – verbalize and believe – the universe delivers! 2) Leave the ego at the door and find a career that evokes an inner passion. 3) Avoid negativity – time is too valuable to waste on something that creates roadblocks. 
  • Steve Lowell is a master coach and award-winning global speaker who, for over 30 years, has been training and mentoring individuals worldwide to deliver high-impact keynote speeches, drive revenue and build wealth through public speaking. Steve’s winning advice is to integrate a deeper form of communication to tap into the imagination, inspiring meaningful action. Strive for excellence and never settle for less than full potential.
  • Dr. Corey Hicks is a speaker, author, Pharmaceutical Professional, healthcare advocate, and motivational speaker with 20+ years of experience. Having inspired thousands worldwide, his key motivator is encouraging others to invest in their gifts and dedicate time and money to the pursuit of achieving goals. Embrace processes designed for development to establish an atmosphere of excellence!
  • Wayne Marlton, Founder of Words into Wealth, is a business development expert and skilled copywriter. Words into Wealth is a leading provider of social selling through LinkedIn Outreach. The service is rated in the top 1% of social selling services on LinkedIn. While difficult to not let ego get in the way, Wayne’s goal is to always be at the bottom of someone else’s class. As a beginner in martial arts, he flinched at every punch. Through perseverance, he eventually became an instructor. It’s the same with business – if surrounded by others on the same level, new ideas and innovation will never surface. 
  • Dario Cucci is a Holistic Life and Business Coach, best-selling author, and NLP coach. Advice for knowing what to do is plentiful, but what about tips for what not to do? Dario suggests never compromising on personal beliefs and values in the quest for abundance in life. Learn to set boundaries and communicate expectations to others to create a high-quality, balanced existence. 
  • Leading hair transplant surgeon, Dr. Vishal Nayak is also an aesthetic and general practitioner with a fascination for clinical hypnotherapy. When asked what the most significant thing was that led him to be successful, Vishal’s answer was, “Do what you love, and money will follow.” He also urges individuals to invest in themselves, be ready to do the essential work needed to bring big dreams to fruition, and never hesitate to ask for help. The biggest mistake is to allow pride and ego to get in the way.
  • Having reached over 10.6 million views, broadcasts in over 100 outlets worldwide, and a ranking of #13 on the ‘Top 75 TV/Radio/Podcasts in the World,’ – Brian Sebastian has hit the big time! Founder and CEO of Movie Reviews and More and one of the top 100 influencers in the world, Brian is a huge proponent of following through – be reliable! He encourages others to pay attention to their instincts, maintain strong follow-up skills and stay in tune with world events. Having a keen sense of one’s surroundings enables a person to quickly adapt, a crucial skill for finding success in today’s age.

With four months to go in 2022, there is still a HUGE opportunity to set goals and develop a plan of action for success. With tips for achieving success and excellence shared above, it is all within reach.

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ABOUT THE GLOBAL PROFILE BUILDER

Mark Stephen Pooler is the Founder, Editor in Chief, Media & News Publisher of MSP News Global. Mark oversees the company’s media business, as well as its intersection with global business leaders. Prior to forming MSP News Global in 2020, Mark spent his time as a Professional Speaker, International Bestselling Author, Radio Host, and PR & Media Specialist. Mark is also the Founder of TMSP Agency, a Premium Media and PR Agency. Here Mark helps high-profile entrepreneurs share their stories through the use of PR and digital media to become known globally. When not working with his valued clients, Mark enjoys spending time with Lilly, his four-legged bestie. www.contactmark.me | www.mspnewsglobal.com

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