Generational Wealth Preservation,
In this episode, the hosts discuss the concept of generational wealth preservation, focusing on the Rockefeller family's strategies for maintaining wealth over generations. They introduce the 'waterfall method,' which involves using life insurance and trusts to create a perpetual money machine for …
Strategies For Earning Interest
In this episode, the hosts discuss various strategies for earning interest in 2024, focusing on high-yield savings accounts, money market accounts, CDs, and MIGAs. They emphasize the importance of understanding these financial products and their implications for retirement planning. The conversatio…
Retirement Strategies
In this episode, the hosts discuss various strategies for earning interest in 2024, focusing on high yield savings accounts, money market accounts, CDs, and multi-year guarantee annuities. They emphasize the importance of understanding the differences between banks and insurance companies, particul…
Retirement Planning Mistakes
In this conversation,Jackie Selby and Aaron Novinger discuss the critical mistakes retirees make regarding their spending and financial planning. They emphasize the importance of having a comprehensive retirement plan, understanding one's budget, and the potential pitfalls of relying solely on Soc…
Financial Politics
In this episode of Business for Breakfast, hosts Aaron and Jackie discuss the upcoming tax season, the implications of tax provisions set to expire in 2025, and a comparison of the tax plans proposed by Kamala Harris and Donald Trump. They explore how these plans affect small businesses and familie…
Make Your Money Work For You
In this episode of Business for Breakfast, hosts Aaron and Jackie discuss various strategies for building multiple income streams while still employed. They emphasize the importance of diversifying income sources to create financial stability, especially in light of changing employment landscapes. …
How The Rich Get's Richer
In this episode of Business for Breakfast, the hosts discuss various strategies that wealthy individuals use to avoid paying taxes legally. They explore the differences between tax avoidance and tax evasion, the importance of maximizing retirement accounts, and the benefits of defined benefit plans…
Financial Emotions!
In this conversation, the hosts discuss the interplay between emotions and financial planning, emphasizing the importance of understanding how feelings like happiness, sadness, fear, anger, surprise, and disgust can impact financial decisions. They explore strategies for retirement planning, includ…
Retirement Planning and AI
In this episode of Business for Breakfast, Aaron Novinger discusses the complexities of retirement planning, emphasizing the importance of a comprehensive approach that includes healthcare costs, social security maximization, and tax implications. He highlights the need for personalized financial a…
80's Music and Retirement Planning!
In this engaging conversation, the hosts explore the intersection of 80's music and retirement planning, emphasizing the importance of taking risks, managing debt, and preparing for healthcare needs. They provide a comprehensive checklist for retirement, discuss the significance of estate planning,…