In Episode 167 of Money Matters USA, David Esposito, President and CEO of ONL Therapeutics, shares insights from his military background and how it shaped his leadership style. He discusses the dynamics of working in small biotech companies versus large corporations, the challenges of treating retinal diseases, and the importance of AI in early detection. David also delves into the FDA approval process and the innovative approaches ONL Therapeutics is taking to improve patient outcomes.

Reach Fred at 800-593-8188.

Money Matters USA

https://harvesttimepartners.com

https://onltherapeutics.com

In Episode 167 of Money Matters USA, David Esposito, President and CEO of ONL Therapeutics, shares insights from his military background and how it shaped his leadership style. He discusses the dynamics of working in small biotech companies versus large corporations, the challenges of treating retinal diseases, and the importance of AI in early detection. David also delves into the FDA approval process and the innovative approaches ONL Therapeutics is taking to improve patient outcomes.
Reach Fred at 800-593-8188.
<a href="https://moneymattersusa.net">Money Matters USA</a>
<a href="https://harvesttimepartners.com">https://harvesttimepartners.com</a>
<a href="https://onltherapeutics.com">https://onltherapeutics.com</a>

Fred Saide discusses proper planning to and through retirement.  His goal is to provide information on financial matters related to planning a successful retirement.  Fred discusses everything from saving strategies pre-retirement to building income and realizing the proper growth and protection necessary in retirement.

MoneyMattersUSA® with Fred Saide

Special Guest David Esposito

In episode 166 of Money Matters USA, Fred Saide discusses the various traps retirees face due to hasty decisions made during retirement planning. He emphasizes the importance of understanding the changing landscape of retirement, the critical role of Social Security, and the need for effective income strategies, including annuities. The conversation also covers healthcare costs, long-term care planning, the impact of inflation, and the necessity of having a flexible retirement plan that can adapt to changing circumstances.

Reach Fred at 800-593-8188.

Money Matters USA

Concerned about the election’s impact on your taxes and estate plan? This FREE event has you covered! Join us on October 16th in Green Brook Township, NJ for an essential discussion on how the presidential candidates’ tax proposals might influence your financial future. Led by Frederick Saide, Ph.D., an expert in tax diversification, tax optimization, and estate planning. Explore how to: 
Shield your assets and reduce your tax burden with potential new tax laws
Strategies to ensure your investment and retirement savings remain secure
Plan effectively for elder care and protect your legacy for further generations.

 Choose between morning and evening sessions! Enjoy bagels & coffee or wine & cheese. Seats are limited to the size of the room—register now!

Secure your spot here:  

moneymattersusa.net/seminars For immediate assistance, call 800-593-8188 or visit moneymattersusa.net/connect

In episode 166 of Money Matters USA, Fred Saide discusses the various traps retirees face due to hasty decisions made during retirement planning. He emphasizes the importance of understanding the changing landscape of retirement, the critical role of Social Security, and the need for effective income strategies, including annuities. The conversation also covers healthcare costs, long-term care planning, the impact of inflation, and the necessity of having a flexible retirement plan that can adapt to changing circumstances.
Reach Fred at 800-593-8188.
<a href="https://moneymattersusa.net">Money Matters USA</a>
Concerned about the election’s impact on your taxes and estate plan? This FREE event has you covered! Join us on October 16th in Green Brook Township, NJ for an essential discussion on how the presidential candidates’ tax proposals might influence your financial future. Led by Frederick Saide, Ph.D., an expert in tax diversification, tax optimization, and estate planning. Explore how to: 
<ul>
<li>Shield your assets and reduce your tax burden with potential new tax laws</li>
<li>Strategies to ensure your investment and retirement savings remain secure</li>
<li>Plan effectively for elder care and protect your legacy for further generations.</li>
</ul>
 Choose between morning and evening sessions! Enjoy bagels &amp; coffee or wine &amp; cheese. Seats are limited to the size of the room—register now!
Secure your spot here:  
<a href="http://moneymattersusa.net/seminars" data-saferedirecturl="https://www.google.com/url?q=http://moneymattersusa.net/seminars&amp;source=gmail&amp;ust=1728758879358000&amp;usg=AOvVaw0RC7Mo_PQEP8BI-5vb7RBj">moneymattersusa.net/seminars</a> For immediate assistance, call 800-593-8188 or visit <a href="http://moneymattersusa.net/connect" data-saferedirecturl="https://www.google.com/url?q=http://moneymattersusa.net/connect&amp;source=gmail&amp;ust=1728758879358000&amp;usg=AOvVaw08l5F-E5Fj7HOgj2ezOit4">moneymattersusa.net/connect</a>

Avoid Retirement Traps

Episode 165 features the three-year podcast anniversary.  It actually should have been held on Episode 156 but better late than never.  Fred discusses the current economic uncertainties and provides actionable steps for listeners to navigate these challenges. He emphasizes the importance of retirement planning strategies, particularly in optimizing Required Minimum Distributions (RMDs) and considering tax implications. The conversation also delves into the political landscape and its potential impact on financial planning, especially regarding estate taxes and charitable giving. As the year comes to a close, Fred highlights year-end financial strategies, including the benefits of bunching charitable donations and the significance of healthcare planning in light of upcoming Medicare changes. Finally, he advises listeners to review their investment strategies and make necessary adjustments for the fourth quarter.

Reach Fred at 800-593-8188.

Money Matters USA

Money Matters USA-additional website-www.wealthensure.com

Episode 165 features the three-year podcast anniversary.  It actually should have been held on Episode 156 but better late than never.  Fred discusses the current economic uncertainties and provides actionable steps for listeners to navigate these challenges. He emphasizes the importance of retirement planning strategies, particularly in optimizing Required Minimum Distributions (RMDs) and considering tax implications. The conversation also delves into the political landscape and its potential impact on financial planning, especially regarding estate taxes and charitable giving. As the year comes to a close, Fred highlights year-end financial strategies, including the benefits of bunching charitable donations and the significance of healthcare planning in light of upcoming Medicare changes. Finally, he advises listeners to review their investment strategies and make necessary adjustments for the fourth quarter.
Reach Fred at 800-593-8188.
<a href="https://moneymattersusa.net">Money Matters USA</a>
<a href="https://wealthensure.com">Money Matters USA-additional website-www.wealthensure.com</a>

Year End Retirement Strategies

In Episode 164, Fred discusses the complexities of retirement planning, emphasizing the importance of having a written plan, setting realistic goals, and understanding the implications of investment strategies and taxes.  He highlights the need for professional guidance in navigating these challenges, especially in light of potential political changes and the realities of extended longevity. The conversation also touches on the significance of health and long-term care planning, as well as the necessity of tax diversification.

Reach Fred at 800-593-8188.

Money Matters USA

In Episode 164, Fred discusses the complexities of retirement planning, emphasizing the importance of having a written plan, setting realistic goals, and understanding the implications of investment strategies and taxes.  He highlights the need for professional guidance in navigating these challenges, especially in light of potential political changes and the realities of extended longevity. The conversation also touches on the significance of health and long-term care planning, as well as the necessity of tax diversification.
Reach Fred at 800-593-8188.
<a href="https://moneymattersusa.net">Money Matters USA</a>

Special Guest David Esposito

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