Hosted by Ken New · 🇺🇸 US · EN-US · 33 episodes
Established thought leaders with verified media credentials.
Pinnacle Financial Wealth Management is a private financial firm dedicated to providing holistic financial management and proactive tax strategies. To connect with Ken New, founder/owner of Pinnacle Financial Wealth Management and host of Proactive Tax Strategies Podcast, please call his office at (321) 454-3623 or email info@pinnaclefinancialwealthmgmt.com. LinkedIn: Ken New Pinnacle Financial Wealth Management Facebook: https://www.facebook.com/321.KenNew/ YouTube: https://www.youtube.com/channel/UCrfOdr2yTaNdxslKq0RR2_Q Instagram: https://www.instagram.com/pinnaclefinancialwealthmgmt321/ Twitter: https://twitter.com/home
Ken New hosts Proactive Tax Strategies, a business show with 33 episodes published.
Are reverse mortgages misunderstood financial traps, or can they be strategic tools for secure retirements? In this episode, Ken New speaks with Harlan Accola, National Reverse Mortgage Director at Movement Mortgage and
Do you think tax planning is just about preparing for the upcoming tax season? Think again. The most effective tax strategies require year-round planning and can even start years in advance! In this episode of Proactive
While many are aware that charitable donations can help reduce your tax bill, strategies for amplifying this technique are not so commonly talked about. Join host Ken New as he speaks with Aleksander Dyo, Managing Direct
Looking to keep more of your hard-earned money in your pocket but don’t know what more you can do? Explore some tax strategies you may not have heard of before this week on Proactive Tax Strategies Join Ken New as he spe
Are you a small business owner, or building owner looking to mitigate taxes and boost cash flow? Ken New and Joel Grushkin dive into the intricacies of cost segregation—a powerful tax planning tool for commercial real es
Are you a business owner looking to significantly lower your bills without downgrading your services or switching providers? Well, you have come to the right place! In this installment of Proactive Tax Strategies, host K
Are you looking for a strategy that could help you secure your legacy and set future generations up for success? The IRA bailout plan might be right for you! In the latest installment of Proactive Tax Strategies, Ken New
Many affluent professionals and business owners need to catch up to the traditional wealth threshold for certain strategic tools. One such tool, premium-financed life insurance, remains underutilized and often misunderst
Navigating the complex world of tax credits can be daunting, but it is crucial if you want to take full advantage of the opportunities available to you. In this insightful episode, Ken New and guest Ryan Foncannon, Manag
Have you considered adding private securities to your investment plan? How can private markets offer a mix of income and growth, higher yields, and potentially reduced market risk in your investments? Ken New, joined by
Have you considered using life insurance as a tax-saving tool for the next generation? High net-worth families have been using them for years, and so could other families. Discover premium financing, a method used to fun
Tax planning for future income can be a great start to tax savings. But what if you could start tax planning today and save on money you are already spending? Listen in as Ken New speaks with Ryan Foncannon, MBA, managin
Is your CPA practice ready for a transformation? What if you could elevate your role without sacrificing your current income? Join your host Ken New and Ian Welham, a Chartered Accountant, once more as they dive into how
In an era where technology’s rapid advancements are reshaping industries, CPAs find themselves at a pivotal crossroads. They’re not just adapting; they’re racing to transform their practices, focusing keenly on the futur
Join us for part 2 of “Discovering Your Investment Risk Tolerance” as we delve deeper into how risk appetite shapes investor choices and financial strategies. In this episode, Ken New discusses the importance of understa
Risk tolerance isn’t merely about your present investments; it shapes your response to market volatility and ensures your portfolio aligns with your specific desires and necessities. In this episode, Ken New explores the
Just because you are retired doesn’t mean you can’t have fun. Many retirees want to include international travel in their retirement plans, from cruises to guided tours and more. In this episode, Ken New speaks with Kare
As you enter retirement, your investments become the source of your income. But how can you ensure that your assets will sustain you throughout your retirement? Join Ken New as he unveils the power of portfolio diversifi
Discovering the perfect home marks merely the initial hurdle on your path to selecting the ideal place to build your life. However, it doesn’t end there. Have you pondered the intricacies of insurance and its financial i
Many retirees are becoming nervous about the cost of homeowners insurance and what that means for their future spending. How much protection does insurance provide and what should clients keep an eye out for when it come
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Proactive Tax Strategies is hosted by Ken New. The show is categorised under business and has published 33 episodes.
Proactive Tax Strategies has published 33 episodes.
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Episodes of Proactive Tax Strategies average 35 minutes. a focused format where a clear narrative arc and tight preparation matter most.
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