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Putting all the Money in Business
In this episode of the Coordinated Counsel podcast, co-hosted by KINNECT Financial and Haimo Law, Barry and Chad address a common but serious fina
November 13, 2025
Not Implementing Things to Retain Top Talent
In this episode of the Coordinated Counsel podcast, co-hosted by KINNECT Financial and Haimo Law, Barry and Chad explore a costly but often overlo
November 06, 2025
Failure to Max Out Retirement
In this episode of the Coordinated Counsel podcast, co-hosted by KINNECT Financial and Haimo Law, Barry and Chad highlight a common but costly ove
October 30, 2025
Entity Selection Mistakes & Their Risks in Asset Protection
In this episode of the Coordinated Counsel podcast, co-hosted by KINNECT Financial and Haimo Law, Barry and Chad examine one of the most consequen
October 23, 2025
Tax Planning Mistakes Business Owners Must Avoid to Remain IRS Compliant
In this episode of the Coordinated Counsel podcast, co-hosted by KINNECT Financial and Haimo Law, Barry and Chad take a deep dive into the tax pla
October 16, 2025
Buy Sell Agreement Funded or Not Funded
In this episode of the Coordinated Counsel podcast, co-hosted by KINNECT Financial and Haimo Law, Barry and Chad tackle a critical question many b
October 09, 2025
Top 10+ Business Planning Mistakes Part 1
In this episode of the Coordinated Counsel podcast, co-hosted by KINNECT Financial and Haimo Law, we break down the top business planning mistakes
October 02, 2025
Common Wealth Management Mistakes and How to Avoid Them
Managing wealth involves more than selecting investments or saving consistently. It requires aligning short-term moves with long-term goals and prepar
June 10, 2025
What’s the Difference Between a Financial Planner and Asset Manager?
Many people assume that hiring an investment advisor means they are receiving a complete financial plan. In reality, firms often focus solely on manag
May 10, 2025
How a Financial Planner Can Help You Navigate Life’s Major Milestones
Life brings moments that define our future, from marriage and parenthood to business transitions and retirement. Each milestone introduces financial d
April 20, 2025