Getting personal with your finances – financial advice from Steve Sexton
This week the radio show, “Winning in Life”, featuring Steve Sexton, President of Sexton Advisory Group and Director of the Financial Knowledge Institute, is not one to miss. The show airs every Sunday morning at 9:00 on KBCQ 1170 AM, and week after week brings us all of the information we need to really “win in life.” Steve Sexton offers his abundant knowledge of all aspects of financial planning and trouble shooting and pulls in guests to talk about anything else that you might need. Already in his first few shows he has featured some of his friends from around the world who have offered their knowledge of traveling, health, charity and much more.
Steve started out with a personal story this week to illustrate the importance of asking personal questions in financial planning. He wanted to let listeners understand that financial planning is more personal than just giving money to a man in a suit and waiting to see how it does in the mystery market that he decides on. There are so many more factors involved in making intimate financial and life decisions and Steve wants to make sure that everyone takes the time to fully harness the potential of their investments.
This week Steve addressed the concerns of listener Millie from Carlsbad. Millie’s question was submitted through Steve’s website www.winninginliferadio.com, where she was also gifted with a $50 american express gift card. Her multi-layered question invovled advice on where her husband and she should go next in their process of retiring and selling their business. They expressed concerns about the high capital gains taxes they were not prepared to pay. Listen to this weeks show to hear Steve’s solution for Millie that included creating an income plan that would allow them to have a solid income that will adjust for inflation in the future.
Steve also wanted to remind us of a few upcoming events that he has talked about in more detail in previous shows:
On July 26th, 2012 there will be a webinar for small business owners starting at noon. It will include guest speakers Joe Atchison, CBI at Sunbelt Business Brokers and Daniel Greene, CPA, as well as Steve Sexton.
Also, on July 31st do not miss, Wayne & Pat Dunlap, Authors of “Plan Your Escape,” who will offer advice on how you can afford your dream of seeing the world. The workshop will take place on Tuesday, July 31 at the Double Tree Hotel in Mission Valley.
To listen to the show in its entirety, visit www.winninginliferadio.com.
If you would like to attend one of Steve’s free financial workshops visit the website here: Sexton Advisory Group. If you have questions feel free to submit your questions here at Winning In Life Radio and Steve may answer them live on the show.