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The Cares Act: What Entrepreneurs Need To Know Right Now

Listen to the Podcast Below

On today’s show we will be talking to Wayne Titus, CPA/PFS, AIFA, founder of AMDG Financial and AMDG Business Advisory Services in 2002. In light of our current pandemic and its impact on business and the economy, learn ways businesses can understand their options and develop a cash flow timeline.

During this episode you’ll hear:

  • Avenues businesses can gather the right information for loan applications for assistance right now
  • How businesses can understand the impact of FMLA modifications on small business.
  • We discuss Wayne Tutus’s book, The Entrepreneur’s Guide to Financial Well-Being. Learn why entrepreneurs and business owners need to find a trustworthy advisor with a clear process and how to source those types of advisors.
  • The importance of partnering with someone who truly understands the savings strategies of top entrepreneurs so that all aspects of one’s portfolio receive proper attention.
  • Pay attention to wealth transfer, investing, enhancement, protection, and charitable giving.
  • Ways entrepreneurs can work their plans, once created, and consult their advisors for assistance.
  • How businesses can take the right steps to ride out volatility and rebalance portfolios during these tumultuous times in the markets.

Jonathan Krueger is an Investment Advisor Representative with Lion Street Advisors, LLC, a Registered Investment Advisor. Opinions expressed on this program do not necessarily reflect those of Lion Street Advisors, LLC or LionsGate Advisors. The topics discussed, and opinions given are not intended to address the specific needs of any listener. Neither Lion Street Advisors, LLC nor LionsGate Advisors offer legal or tax advice; listeners are encouraged to discuss their financial needs with the appropriate professional regarding your individual circumstance.

Resources:

Wayne Titus, CPA/PFS, AIFA is the founder of AMDG Financial and AMDG Business Advisory Services in 2002. Before that, he worked in two large accounting firms and had Fortune 50 clients. As a fee-only fiduciary adviser, Wayne’s loyalty is to his clients. AMDG Financial has assets of more than $150 million, and integrates tax, financial and investment strategies. Wayne’s latest book is The Entrepreneur’s Guide to Financial Well-Being.

https://www.amdgservices.com

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Published on: June 17, 2020
Filed Under: Lifestyle & Health, Podcasts

The team behind Lions Gate Advisors is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements.

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Main Office: (314) 222-2788
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Main Office: (314) 222-2788
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This site is published for residents of the United States only. Representatives may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed until appropriate registration is obtained or exemption from registration is determined. Not all of services referenced on this site are available in every state and through every advisor listed. For additional information, please contact LionsGate Advisors at (314) 222-2788 or email info@LionsGateAdvisors.com. 

Securities offered through Larson Financial Securities, LLC., member, FINRA/SIPC/MSRB. Advisory Services offered through Larson Financial Group, LLC, a Registered Investment Advisory Firm. Larson Financial Group, LLC. is doing business as LionsGate Advisors.

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