28 episodes

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

Proactive Tax Strategies Ken New

    • Business

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

    Exploring Cost Remediation with Jeff Stolper (Ep. 9)

    Exploring Cost Remediation with Jeff Stolper (Ep. 9)

    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 Ken New dives deep into the world of cost remediation with Jeff Stolper, owner of iDeal Advocates Consulting Agency. Jeff shares … Read More Read More

    • 39 min
    Unraveling the IRA Bailout Plan with Darren Sugiyama (Ep. 8)

    Unraveling the IRA Bailout Plan with Darren Sugiyama (Ep. 8)

    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 speaks with Darren Sugiyama, who explains the intricacies of the IRA bailout plan. Darren sheds light … Read More Read More

    • 21 min
    The Power of Premium Financing With Darren Sugiyama (Ep. 7)

    The Power of Premium Financing With Darren Sugiyama (Ep. 7)

    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 misunderstood. In this episode, Ken New speaks with the Founder of Lionsmark Capital Darren Sugiyama. Together, they delve into the intricacies of premium-financed life insurance and … Read More Read More

    • 34 min
    The Most Valuable Tax Credit Strategies for Business Owners with Ryan Foncannon (Ep. 6)

    The Most Valuable Tax Credit Strategies for Business Owners with Ryan Foncannon (Ep. 6)

    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, Managing Partner @ S.W.A.N. VFO, explore the lucrative realm of tax credits with a special focus on the … Read More Read More

    • 33 min
    Navigating Private Securities with Alan Hardee (Ep.5)

    Navigating Private Securities with Alan Hardee (Ep.5)

    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 guest Alan Hardee, discusses the role of private securities in diversifying investment portfolios. Together they focus on the potential benefits … Read More Read More

    • 37 min
    Transforming Estate Planning with Premium Financing with Darren Sugiyama (Ep. 4)

    Transforming Estate Planning with Premium Financing with Darren Sugiyama (Ep. 4)

    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 … Read More Read More

    • 39 min

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