National Referral Network

Fear is one of the biggest challenges investors face in a volatile market. In this insightful conversation, Mike Clark, MBA sat down with Michael J. Clarke, co-founder of Protection Point Advisors, to discuss how emotions impact financial decision-making and what investors can do to stay rational during uncertain times. ?? Why fear drives bad investment decisions ?? How media narratives fuel market panic ?? Practical strategies to stay calm & focused ?? Key mindset shifts for long-term financial success ?? Watch the full interview - link below A big thank you to Mike Clark for leading this discussion and to Michael Clarke for sharing his expertise! ?? How do you manage emotions when the market gets rocky? Drop your thoughts in the comments!

Money isn’t just about numbers but freedom, security, and opportunity. But getting there doesn’t happen overnight. There are clear stages of financial well-being that every individual and business owner must navigate. In this Professional Insights interview, Mike Clark, MBA of the National Referral Network, sits down with Michael J. Clarke, co-founder of Protection Point Advisors, to break down the ?? ???????????? ???? ?????????????????? ????????-?????????? and what it takes to move from surviving to thriving. ?? Key Takeaways from the Interview: ? Financial Security – Covering essential living expenses and building a stable foundation ? Financial Vitality – Moving beyond paycheck-to-paycheck living and enjoying more flexibility ? Financial Independence – No longer relying on a traditional paycheck to sustain your lifestyle ? Financial Freedom – Affording luxuries and experiences without financial stress ? Absolute Financial Freedom – The ultimate level, where money is no longer a limitation ?? Michael Clarke shares expert insights on navigating these stages and avoiding the common financial traps that keep people stuck. ?? Watch the full interview below. ?? Which level do you think you’re at? Let’s start a conversation in the comments!

?? Retirement Planning Myths BUSTED! ?? Retirement planning isn’t what it used to be. With market volatility, rising inflation, and new investment options like crypto and AI-driven financial tools, today’s retirees and business owners need to navigate an entirely new financial landscape. That’s why Mike Clark, MBA, sat down with Michael J. Clarke, co-founder of Protection Point Advisors, to break down the biggest retirement myths, Social Security strategies, and must-know investing trends shaping the future of retirement. ??? In this interview, you’ll learn: ?? How to avoid running out of money in retirement ?? The truth about Social Security—when to take benefits & what’s changing ?? Whether alternative investments (crypto, real estate, private equity) belong in your portfolio ?? How AI & robo-advisors are shaping the future of financial planning ?? The biggest retirement myths that could cost you money This is an insightful, must-watch conversation for anyone planning their financial future! ?? Watch the full interview below ?? What’s one retirement myth you used to believe? Share in the comments below! ??

?? Unlock Business Funding: Expert Interview Alert! ?? We're excited to share an incredible interview with?Mike Clark, MBA. The interview features insights from?Jeff Shada, MBA, Division President of the Business Credit Advisory Group. In this must-watch conversation, Jeff reveals the secrets to building a robust business credit profile that unlocks hidden funding opportunities and accelerates growth. Key Takeaways: ? Discover the clear differences between personal and business credit ? Learn actionable strategies to secure better financing and reduce risk ? Debunk common business credit myths with insider insights ? Explore future trends in business financing every entrepreneur should know Kudos to Mike Clark, for this engaging and informative interview! Check out the entire conversation and join us on the journey to transforming your business's financial future. Watch the full interview below. #NRN #BusinessCredit #FundingOpportunities #BusinessGrowth #Entrepreneurship #FinanceTips

Are You Making This Critical Estate Planning Mistake? ????? Many people set up a trust to protect their assets, but did you know that a trust without proper funding is essentially useless? ?? In this must-watch interview, Mike Clark, MBA, sits down with estate planning expert Jeffrey G. Marsocci—also known as The Plain English Attorney—to break down how to fund a trust the right way and avoid costly mistakes. ?? Key takeaways from the interview: ? The biggest trust funding mistakes that leave families unprotected ? How to transfer real estate, bank accounts, and investments into a trust ? When (and why) a trust should or shouldn’t be named as a beneficiary ? How to keep a trust updated so it works when it’s needed most ? And much more! ?? Watch the full interview here below. At the National Referral Network, we believe in connecting business owners and professionals with the right experts to help them navigate critical financial decisions. Estate planning is one of the most essential steps to protect your assets and legacy—and this conversation is packed with insights you won’t want to miss. ?? Drop a comment below if you’ve ever been confused about how trusts work! Let’s keep the conversation going. ?? Tag someone who needs to hear this, and hit “Share” to help others take control of their estate planning!

It takes a team to build real value for clients. One of the greatest benefits of being part of the National Referral Network is working with professionals who truly understand the power of collaboration. Professionals like Kathryn Guthrie, a Certified Exit Planning Advisor, who recently sat down with Mike Clark, MBA for our Professional Insights series to discuss the harsh reality of why 80% of businesses fail to sell—and how business owners can avoid becoming part of that statistic. It’s not just about exit planning. It’s about bringing the right professionals together—those who understand that financial success requires a well-coordinated strategy that aligns business finances, personal goals, tax planning, and more. A huge thank you to Kathryn for taking the time to share her expertise and for being part of a community that values collaboration for the benefit of our clients. This is what the National Referral Network is all about. ?? Watch the full interview here below If you want to connect with professionals like Kathryn and build a team that works together for your clients’ success, reach out to us! #ProfessionalInsights #ExitPlanning #BusinessGrowth #Collaboration #SellYourBusiness #NationalReferralNetwork

Why Business Owners Need a Financial Team ?? Many business owners assume their CPA has everything covered—but tax planning, financial strategy, and wealth management require a team-based approach. In this latest Professional Insights interview, Mike Clark, MBA sat down with Jake Alexander, an experienced tax strategist, to discuss: ? Why having a coordinated financial team is critical for business success ? The biggest myths CPAs believe about collaboration (and how it limits client value) ? Why most CPAs focus on compliance instead of proactive tax planning ? How business owners can start building the right financial team today This is a must-watch for business owners, CPAs, and tax professionals looking to create more value for their clients. ?? Watch the full interview below At the National Referral Network, we believe in the power of collaboration to drive better financial outcomes. If you’re a professional looking to expand your network and create more value for your clients, let’s connect!

?? Unlock the Secrets to Eliminating Financial Gaps! ?? Did you know that uncoordinated financial strategies could cost your business thousands—or even more? ?? In this powerful interview, Mike Clark, MBA, sits down with Michael J. Clarke, the co-founder of Protection Point Advisors and a seasoned 30-year veteran in the financial planning industry. Together, they dive deep into how business owners can take a complete team approach to align their business and personal finances for maximum impact. ??? ?? What you'll discover in this must-watch interview: ? How to eliminate costly financial gaps. ? The power of collaboration among financial professionals. ? Why a unified financial team is key to long-term success. If you’re ready to level up your financial strategy and take control of your future, this interview is for you. ?? ?? Click the link below to watch the full interview now. Don’t miss out on this opportunity to gain insider knowledge from a true expert! https://lnkd.in/g4KFDNKz

?? Reverse Mortgages Demystified: Empower Your Retirement Strategy Today ?? In our latest Professional Insights interview, Kory Kavanewsky, a highly respected mortgage expert from San Diego, joins Michael J. Clarke to tackle one of the most misunderstood financial tools: reverse mortgages. If you’ve ever wondered whether a reverse mortgage could be the key to unlocking financial freedom in retirement, this is a must-watch! Kory dives into: ? Debunking myths about reverse mortgages and their reputation ? How they can turn home equity into income or eliminate liabilities ? The key questions every homeowner should ask before making a decision Kory also explains the built-in safeguards designed to protect homeowners and how reverse mortgages can work as part of a comprehensive retirement plan. Whether you’re a financial professional or planning for retirement, this interview will leave you feeling informed, empowered, and ready to take action. ?? Watch the full interview and all our professional interviews below. ?? Join the conversation: Have questions about reverse mortgages or how they fit into a retirement strategy? Drop your thoughts in the comments, and let’s discuss how to optimize your financial future! https://lnkd.in/gK5qNjSB

?? National Referral Network Membership Monday ?? This week, we’re excited to highlight Jake Alexander and Action Accounting, one of the many strategic partners within the National Referral Network dedicated to helping businesses thrive. What makes Action Accounting stand out? With a technology-first approach, Action Accounting provides tax planning, tax prep, and comprehensive bookkeeping—all designed to simplify the business's financials. Their innovative solutions help business owners focus on growth while staying ahead of compliance and tax obligations. ?? How they create value: ?? Proactive tax planning tailored to each business’s unique needs, complete with a 25+ page tactical plan for strategic growth. ?? Streamlined bookkeeping with detailed monthly reports like Profit and Loss Statements and Cash Flow Statements. ?? Secure remote services through an online portal, allowing businesses anywhere to access real-time financial insights. At the National Referral Network, we believe in the power of partnerships. Our mission is to connect vetted professionals, like those at Action Accounting, to create strategic partnerships that drive value. These collaborations empower professionals to solve more problems for their clients, ensuring businesses thrive with the support and expertise they need. Let's connect if you’re curious about how a team approach can enhance your client relationships and drive success. Together, we can create more value for everyone!