Media
Resources and Publications
Interview – The Business Power Hour with Lisa and the Music Man
Check out my interview with Norman Wasserman on the Business Power Hour with Lisa and the Music Man. We spoke about a number of things that I feel are important – taking care of aging parents, taking care of your children (special needs or not) and more importantly, taking care…
Presentation – Retirement Savings Ideas When Your 401K Won’t Be Enough
It’s a wakeup call. 401Ks, once considered a cornerstone of retirement planning, may not be enough to sustain the lifestyle you envision. You’re not alone. With rising healthcare costs, market volatility, and longer life expectancies, many pre-retirees are facing a retirement savings shortfall. What do you do? Join me for…
Interview – Financial Strategies for Educators: Navigating Your 403B and Beyond
Financial Strategies for Educators In this podcast episode from “Doing Business with a Servant’s Heart,” the host, Steve Ramona, talks with guest Bill about special needs planning, mainly focusing on financial strategies for teachers and school administrators. The discussion revolves around enhancing teachers’ economic well-being, explicitly addressing the limitations and…
Interview – Financial Strategies for Educators: Navigating Your 403B and Beyond
Financial Strategies for Educators In this podcast episode from "Doing Business with a Servant's Heart," the host, Steve Ramona, talks with guest Bill about special needs planning, mainly focusing on financial strategies for teachers and school administrators. The discussion revolves around enhancing teachers' economic well-being, explicitly addressing the limitations and…
Let’s set up a time to talk. I promise there’ll be no sales pitches, just a conversation. And if I can help you with what you need and where you want to be, we’ll go on from there. If not, I should be able to refer you to someone who can.