In this conversation, Aaron and Rebecca discuss the importance of estate planning including the last will and testament, financial power of attorney, healthcare power of attorney and healthcare directive, beneficiary designation, pets and personal belongings, and the opportunity for refinancing. The episode concludes with information on current market opportunities and how listeners can contact the hosts for a complimentary financial review.

Aaron and Rebecca  at 918.913.0086 or https://ibmsb.com/contact-us/

In this conversation, Aaron and Rebecca discuss the importance of estate planning including the last will and testament, financial power of attorney, healthcare power of attorney and healthcare directive, beneficiary designation, pets and personal belongings, and the opportunity for refinancing. The episode concludes with information on current market opportunities and how listeners can contact the hosts for a complimentary financial review.
Aaron and Rebecca  at 918.913.0086 or <a href="https://ibmsb.com/contact-us/">https://ibmsb.com/contact-us/</a>

We transform aspirations into achievements. With a commitment to excellence, we provide a comprehensive suite of services tailored to meet the unique needs of your business. Our Monthly Core Services ensure ongoing support, allowing you to focus on what matters most—your business’s success.

As dedicated small business consultants, we thrive on guiding entrepreneurs through strategic decisions and growth opportunities. Our financial planning services empower you with a roadmap for fiscal success, navigating the complexities of today’s dynamic markets. At Interstate Business Management, we understand that change is the only constant, and our Transition Services offer seamless solutions for every business evolution.

Backed by a team of seasoned experts, we blend industry insights with personalized attention, fostering lasting partnerships. Discover a new era of possibilities with Interstate Business Management, where your business goals become our mission.

We transform aspirations into achievements. With a commitment to excellence, we provide a comprehensive suite of services tailored to meet the unique needs of your business. Our Monthly Core Services ensure ongoing support, allowing you to focus on what matters most—your business’s success.
As dedicated small business consultants, we thrive on guiding entrepreneurs through strategic decisions and growth opportunities. Our financial planning services empower you with a roadmap for fiscal success, navigating the complexities of today’s dynamic markets. At Interstate Business Management, we understand that change is the only constant, and our Transition Services offer seamless solutions for every business evolution.
Backed by a team of seasoned experts, we blend industry insights with personalized attention, fostering lasting partnerships. Discover a new era of possibilities with Interstate Business Management, where your business goals become our mission.

Business for Breakfast with Aaron Novinger and Rebecca Novinger

Business for Breakfast

Everyone Needs an Estate Plan

The hosts discuss a bicycle ride they are doing to raise awareness and funding for families affected by Ponzi schemes. They also talk about the importance of planning for retirement and avoiding financial regrets. The conversation touches on topics such as credit card debt, market volatility, and the need to stay in your lane and hire experts for financial planning. The hosts offer a no-cost, no-obligation financial review for listeners. In this conversation Jackie Selby interviews Erin and Rebecca Novenger, who are on a bike ride across the United States to raise money for Ponzi scheme reform. They discuss the importance of planning for retirement and offer tips for saving and investing. They emphasize the need to start saving early and pay yourself first. They also stress the importance of involving both spouses in financial planning and making decisions together. They caution against spending too much too early in retirement and recommend having a comprehensive financial plan in place. They also address questions about managing an individual retirement account (IRA) and investing in precious metals.



Reach out to Aaron and Rebecca  at 918.913.0086 or https://ibmsb.com/contact-us/

The hosts discuss a bicycle ride they are doing to raise awareness and funding for families affected by Ponzi schemes. They also talk about the importance of planning for retirement and avoiding financial regrets. The conversation touches on topics such as credit card debt, market volatility, and the need to stay in your lane and hire experts for financial planning. The hosts offer a no-cost, no-obligation financial review for listeners. In this conversation Jackie Selby interviews Erin and Rebecca Novenger, who are on a bike ride across the United States to raise money for Ponzi scheme reform. They discuss the importance of planning for retirement and offer tips for saving and investing. They emphasize the need to start saving early and pay yourself first. They also stress the importance of involving both spouses in financial planning and making decisions together. They caution against spending too much too early in retirement and recommend having a comprehensive financial plan in place. They also address questions about managing an individual retirement account (IRA) and investing in precious metals.
 
Reach out to Aaron and Rebecca  at 918.913.0086 or <a href="https://ibmsb.com/contact-us/">https://ibmsb.com/contact-us/</a>

The Biggest Financial Regrets

In this conversation, the hosts discuss five important questions to ask your advisor about inflation and its impact on retirement plans. They cover topics such as long-term financial planning, debt management, monthly budgeting, cash flow, and emergency savings. They also address the impact of inflation on cash flow and the importance of diversification in investments. The hosts highlight common mistakes to avoid in retirement planning, such as trying to beat the market, keeping all money in cash, and neglecting savings. They emphasize the need for a comprehensive financial plan and offer a complimentary financial review for listeners.. The conversation also touches on diversification and the benefits of contributing to a traditional IRA. The hosts offer a complimentary financial review to help individuals with their retirement planning.

Reach out to Aaron and Rebecca  at 918.913.0086 or https://ibmsb.com/contact-us/

In this conversation, the hosts discuss five important questions to ask your advisor about inflation and its impact on retirement plans. They cover topics such as long-term financial planning, debt management, monthly budgeting, cash flow, and emergency savings. They also address the impact of inflation on cash flow and the importance of diversification in investments. The hosts highlight common mistakes to avoid in retirement planning, such as trying to beat the market, keeping all money in cash, and neglecting savings. They emphasize the need for a comprehensive financial plan and offer a complimentary financial review for listeners.. The conversation also touches on diversification and the benefits of contributing to a traditional IRA. The hosts offer a complimentary financial review to help individuals with their retirement planning.
Reach out to Aaron and Rebecca  at 918.913.0086 or <a href="https://ibmsb.com/contact-us/">https://ibmsb.com/contact-us/</a>

Is Inflation Blowing Up Your Carefully Planned Budget?

Lessons from the golf course can be applied to retirement planning. Key takeaways include: don't get too focused on immediate results, look for solid and tried-and-true strategies, choose the right investments at the right time, avoid hazards and stay disciplined, and save a percentage of income based on individual circumstances. It's important to have a plan, trust the process, and work with a fiduciary advisor. Consider rolling over old 401(k) accounts into an IRA for more flexibility. Seek professional advice to maximize Social Security benefits and minimize taxes. It's never too late to start planning for retirement.

Lessons from the golf course can be applied to retirement planning. Key takeaways include: don't get too focused on immediate results, look for solid and tried-and-true strategies, choose the right investments at the right time, avoid hazards and stay disciplined, and save a percentage of income based on individual circumstances. It's important to have a plan, trust the process, and work with a fiduciary advisor. Consider rolling over old 401(k) accounts into an IRA for more flexibility. Seek professional advice to maximize Social Security benefits and minimize taxes. It's never too late to start planning for retirement.

Everyone Needs an Estate Plan

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