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 fund substantial life insurance policies for affluent individuals with Ken New and his guest Darren Sugiyama, founder and CEO of …

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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, managing partner at S.W.A.N. They explore advanced tax deduction strategies focused on the money you …

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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 Certified Public Accountants (CPAs) can transition from tax preparation to proactive tax strategy and financial planning. They …

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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 future needs of their clients. This shift is more than a necessity—it’s a journey into the heart of innovation and relevance, where the only …

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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 understanding risk tolerance and its impact on investment decisions. He emphasizes the need for open communication between advisors and clients to …

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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 importance of understanding risk tolerance and its impact on investment strategies and portfolio management. He shares how he helps clients identify their …

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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 Karen Bense, owner of Air Land and Sea Travel, on how retirees can include adventurous travels in their retirement …

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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 diversification. In this episode you will gain a profound understanding of why diversity is a crucial element in protecting …

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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 implications? Is the community you’re eyeing genuinely tailored to meet your unique requirements? Moreover, have you considered the financial …

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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 comes to additional costs? In this episode, Ken New is joined by Frank Hanrahan, Managing Director of RISK Strategies, …

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