Interview with Tim Dern, Retirement Income Certified Professional and Managing Partner with Mana Financial Group Discussing Taxes in Retir
Influential Entrepreneurs with Mike Saunders, MBA
English - July 12, 2023 15:13 - 25 minutes - 23.8 MB - ★★★★★ - 41 ratingsBusiness business entrepreneur entrepreneurship marketing interview finance leadership health fitness Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
With decades of experience in the industry as a 65 securities licensed professional, he brings a wealth of expertise to his clients. Unlike traditional broker-dealer models, his fee-based approach puts you first. He leads a private wealth team, offering top-notch asset management services with a focus on retirement strategies.
As an RICP (Retirement Income Certified Professional), he is uniquely skilled in creating customized plans that maximize your income during retirement. His impressive portfolio includes AUM, Fixed Index Annuities, IUL, Medicare Supplements, Advantage & Drug Plans, and more.
But what truly sets him apart is his dedication to education. As an NSSA (National Social Security Advisor), he offers educational seminars on social security, Medicare, proper asset allocation, Roth conversion, and tax-saving strategies. And for those unable to attend in person, he hosts online webinars nationally – using Facebook ads to reach a wider audience.
With his unparalleled knowledge and commitment to your financial success, he is ready to help you plan for a secure future. Contact us today to schedule a consultation and experience the difference for yourself.
Learn More: https://www.manafg.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
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