Barry Fisher
Are You Ready for The Journey?
Recently Edward Jones and Age Wave authored a report entitled Longevity and the New Journey of Retirement. I’ve been following Ken...
Life, Disability, and Long-Term Care Insurance
MEDIA/BLOG
Insuring your future through knowledge.
Barry Fisher
- May 11
- 2 min
What Do SBA Loans & Life Insurance Have in Common?
If you’ve ever applied and been approved for an SBA loan, you probably know the answer to this question. Generally speaking, the Small...
Barry Fisher
- Apr 15
- 2 min
Did You Know That May is Lifestyle Awareness Month?
For most people their lifestyle is a function of what they earn for a living. Everything from where you live, the car you drive, the...
Barry Fisher
- Mar 11
- 2 min
Don’t Let Conventional Wisdom Derail Your Financial Plan
For decades conventional wisdom has leaned heavily toward the notion of making maximum pre-tax contributions to qualified plans (ex....
Barry Fisher
- Feb 14
- 3 min
Stretching-It Out May Not Be Your Best Retirement Income Spend-Down Strategy
Prior to December 20, 2019, a very common retirement spend-down/wealth transfer method was to defer and minimize distributions (called a...
Barry Fisher
- Jan 23
- 2 min
What’s Your Wealth Creation Strategy?
As noted in my December 27, 2021 blog, 78% of business owners plan to fund their retirement through the sale of their business. ...
Barry Fisher
- Jan 6
- 3 min
Supercharge Your Long-Term Care Plan and Protect Against Inflation
When it comes to long-term care planning, some folks choose to set aside substantial sums of cash in a “safe-money-sinking-fund” (CD’s,...
Barry Fisher
- Dec 27, 2021
- 2 min
How Does the Value of Your Business Tie-Into Your Overall Financial Plan?
Currently, 78% of business owners plan to fund their retirement through the sale of their business. So, if you don’t know its value, how...
Barry Fisher
- Dec 20, 2021
- 2 min
Is Your Business Worth More Than You Think?
Many business owners I work with consistently underestimate the true value of their business. This is because they don’t always perceive...
Barry Fisher
- Nov 16, 2021
- 1 min
November 16th 2021 "Sound Off" Podcast
Long term care insurance
Barry Fisher
- Sep 22, 2021
- 1 min
September 22nd 2021 "Sound Off" Podcast
Life insurance
Barry Fisher
- Sep 8, 2021
- 1 min
Succession Planning for Family-Owned Businesses
As a follow-up to my August 23rd Blog I want to share some thoughts that are unique to family-owned businesses and succession planning. ...
Barry Fisher
- Aug 31, 2021
- 1 min
Are You Part of the 98%?
Business valuation
Barry Fisher
- Aug 23, 2021
- 2 min
Asking Tough Questions
Why is it that one of the easiest ways to protect your business and family is often overlooked until after it’s too late? Succession...
Barry Fisher
- May 12, 2021
- 1 min
May 12th 2021 "Sound Off" Podcast
Business valuation
Barry Fisher
- May 11, 2021
- 2 min
Democratizing Business Valuation
Have you ever gone to Zillow to get an idea of what your home may be worth? How about Kelley Blue Book when buying or selling a car? Fact...
Barry Fisher
- Apr 11, 2021
- 2 min
What's Your Business Really Worth?
Why is it that only 2% of small business owners know the value of their business? Traditional business valuation wasn’t built with the...
Barry Fisher
- Mar 17, 2021
- 2 min
Just In Case You Wanted to Know .....
Does the Central Coast really need another insurance agency? Like you, I hear advertising where one can find auto, homeowners, renters,...