ETFOptimize | High-performance ETF-based Investment Strategies

Quantitative strategies, Wall Street-caliber research, and insightful market analysis since 1998.


ETFOptimize | HOME
Close Window

New Podcast by Joshua Sherrard, President and CEO of Strategic Navigators, Aims to Help Business Owners & High-Income Earners Save Money with Time-Tested Tax Strategies

Josh Sherrard, renowned tax strategist and CEO of Strategic Navigators Inc (SNI), his flagship company offering family office services, is proud to announce the launch of his highly anticipated podcast, “NAVIGATE.”

NAVIGATE co-hosts, Adam Duerksen and Mitch Salanty, spanning the country from coast to coast, will be interviewing 1) The SNI executive team, 2) Current SNI clients and 3) Industry thought leaders.

1) Discussions with SNI executives will range from tax strategy FAQs, business acquisitions, generational wealth, philanthropy and much more.

2) Clients will discuss how SNI’s tax planning strategies changed their business and supported company growth. This group will also speak about their SNI experience from tip to tail.

3) Adam and Mitch will delve into the persona of industry thought leaders who will share their entrepreneurial journey and the “why” behind their business.

 

Josh Sherrard and Strategic Navigators hold a deep commitment to excellence and compliance. SNI’s deep bench of tax strategists, JD LLMs, forensic CPAs, CFPs, certified business valuation experts and family office experts bring a wealth of knowledge to help a variety of entrepreneurs, from farmers to physicians, save 40-60% on their income taxes. Qualified candidates are offered a complimentary analysis to witness the financial impact the SNI team can provide them.

The typical SNI client will have $8.1M more with our planning versus the level of planning they were using. This will allow them to spend more, keep more, give more and leave more than ever anticipated. Our most consistent comment is, “I wish I had met you 10 years ago.”

Listeners can subscribe to the podcast on the major podcast platforms like: Spotify, Apple Podcasts, Amazon Music, Audible, Pandora and more.

 

About Josh Sherrard

Josh started his first business at twelve years old with a natural inclination for being an entrepreneur. Since then he has been involved in start-ups, corporate America, and in international business development. He has over a decade of experience in the Non-Profit Sector, managing multi-million dollar companies in addition to many years as a financial advisor and business efficiency expert. His background in the fields of Business, Finance, Executive Management, Real Estate, Operations and Sales brings a unique depth to his Business Family Coaching.

Born and raised in Hawaii with experience around the globe, Josh enjoys working with clients from varied backgrounds. He attended The University of Hawaii, Simpson Bible College in Redding, California and The Moody Bible Institute in Chicago, Illinois. Josh and his wife Amy have three children, Joshua II, Julianne, and Gabriel. Josh is an ordained minister and enjoys working in missions, playing the guitar, traveling and spending time with his family.

Learn More: https://www.stratnavinc.com/

Stock Quote API & Stock News API supplied by www.cloudquote.io
Quotes delayed at least 20 minutes.
By accessing this page, you agree to the following
Privacy Policy and Terms Of Service.


 

IntelligentValue Home
Close Window

DISCLAIMER

All content herein is issued solely for informational purposes and is not to be construed as an offer to sell or the solicitation of an offer to buy, nor should it be interpreted as a recommendation to buy, hold or sell (short or otherwise) any security.  All opinions, analyses, and information included herein are based on sources believed to be reliable, but no representation or warranty of any kind, expressed or implied, is made including but not limited to any representation or warranty concerning accuracy, completeness, correctness, timeliness or appropriateness. We undertake no obligation to update such opinions, analysis or information. You should independently verify all information contained on this website. Some information is based on analysis of past performance or hypothetical performance results, which have inherent limitations. We make no representation that any particular equity or strategy will or is likely to achieve profits or losses similar to those shown. Shareholders, employees, writers, contractors, and affiliates associated with ETFOptimize.com may have ownership positions in the securities that are mentioned. If you are not sure if ETFs, algorithmic investing, or a particular investment is right for you, you are urged to consult with a Registered Investment Advisor (RIA). Neither this website nor anyone associated with producing its content are Registered Investment Advisors, and no attempt is made herein to substitute for personalized, professional investment advice. Neither ETFOptimize.com, Global Alpha Investments, Inc., nor its employees, service providers, associates, or affiliates are responsible for any investment losses you may incur as a result of using the information provided herein. Remember that past investment returns may not be indicative of future returns.

Copyright © 1998-2017 ETFOptimize.com, a publication of Optimized Investments, Inc. All rights reserved.