Episodes

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 a seasoned expert in reverse mortgages, about the often misunderstood world of reverse mortgages. They explore how these financial tools have evolved and how they can potentially benefit retirees by tapping into home equity without losing the house. Despite the stigma often assoc...

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 Tax Strategies, Ken New explores advanced tax planning and financial optimization strategies with Mark Miller, business consultant to the Hilton Family Office and CEO of Hilton Tax and Wealth Advisors. Uncover strategies to mitigate tax liabilities, hear tips to help maximize you...

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 Director of Wealth Excel who focuses on advanced retirement plans and specifically financial charitable giving strategies. Together, they cover the world of charitable gift financing, revealing how high-earning individuals and business owners can amplify their donations, maximize tax s...

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 speaks with Roger Roundy, the CEO of Strategic Associates, LLC about finding money that’s slipping through the cracks due to over-taxation. Roger brings his extensive knowledge to the table, discussing innovative strategies that many CPAs might not be fully aware of. This conversati...

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 estate depreciation. Joel, with 40 years of executive experience and Regional Director of Cost Segregation Initiatives, shares his wealth of knowledge on optimizing tax savings for property developers, owners, and investors. Whether you’re acquiring new property or have been utiliz...

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 insights into negotiating bill costs and maximizing savings for businesses. Discover how you could benefit from cost remediation services and the impact...

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 on its benefits and how it can be a game-changer for high-net-worth individuals looking to optimize their financial legacy. Ken and Darren discuss: The concept of the IRA bailo...

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 its role in retirement and estate planning. By drawing parallels with familiar concepts like mortgages, Dar...

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 solar business purchase strategy. By taking advantage of green energy initiatives, such as installing solar panels on commercial properties, listeners can tap into the Investment Ta...

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 of private markets, which include a mix of income and growth, potentially higher yields, and lower correlation to public markets, thus ...

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 Lionsmark Capital. They shed light on how it can be leveraged to manage estate tax obligations and the significance of having liquidity. Darren discusses:...

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 are already spending and how to turn that spending into tax savings. They emphasize collaboration between tax professionals and financial advisors, education for clients, and the potenti...

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 stress the importance of understanding clients’ needs, collaborating with financial advisors, and using a team-based model. Ken and Ian discuss: Why is...

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 constant is change itself. In this episode, host Ken New speaks with Ian Welham, a Chartered Accountant renowned for guiding CPA firms toward pe...

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 determine appropriate levels of risk. Ken dives into the dynamics of investment: why younger investors often lean towards bolder risks for ca...

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 risk tolerance and how that understanding impacts investment decisions and portfolio planning. Ken discusses: How to gauge ...

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 plans. They explore popular destinations for retirees traveling alone or with friends and family and how retirees can stay safe while traveling. Karen discusses: Why re...

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 and maximizing your retirement income. With Ken’s insights and practical strategies at your disposal, learn how to fortify your financial future and ensure a steady ...

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 impact of those who will share your living space? In this captivating installment, Ken New teams up with Bill and Val Fillmore, esteemed re...

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, to discuss homeowners insurance with a focus on retirees. Frank provides insight into the types of coverage and information many don’t think about when submitting a ...

Planning for retirement means thinking about taxes, retirement income, estate planning and the lifestyle during retirement. What will that retirement look like if the pieces don’t fit together? In this episode, Ken New explores what a family office is and how he works to provide the same level of care and planning through a virtual interface. Ken shares why he built his virtual family office and the importance of building communication between the different advisors working on a single plan. Ken...

Herbal medicine has been around for centuries, with different cultures having their own cures and uses for other plants. Today, herbalism still has a place in building a healthy lifestyle. In this episode, Ken New speaks with Christine Slotin, founder and owner of Herbal Cottage, on how she helps customers find suitable herbal remedies for their health needs and the role of herbalism even in modern medicine. Christine discusses: How herbal remedies fit within a healthy lifestyle Why do people t...

Are you preparing for your retirement solely with financial security in mind? While money is undoubtedly important, it can only take you so far if your physical and mental health is not up to par. In this must-listen episode, Ken New sits down with the incredible Suzanne Elliott, Principal and Superintendent of Brevard County’s largest Yoga and Pilates School, to explore the powerful connection between a healthy mind and body and a fulfilling retirement. Suzanne shares her personal journey of ov...

Are you curious about how the aging American population is affecting Medicaid benefits for those 18 and above? Join Ken New and special guest Alecia Barnette, the Senior Vice President of Care Planning Solutions with the Financial Independence Group, as they explore retirement healthcare planning and share expert insights on creating a comprehensive long-term care plan for you or your loved ones. Listen in as they explore essential topics that can help you plan for a comfortable retirement and p...