Ira Koyner, Founder of Triathlon Partners Interviewed on the Influential Entrepreneurs Podcast Smarter Portfolio Design for Building Tax-Efficient, Resilient Wealth

June 19, 2025 at 10:04 AM EDT

Listen to the interview on the Business Innovators Radio Network: Interview with Ira Koyner Founder of Triathlon Partners Discussing Long – Term Tax-Efficient Investing – Business Innovators Radio Network

In his third appearance on Influential Entrepreneurs, Ira Koyner, founder of Triathlon Partners, returns to explore the next evolution in his approach to financial planning: building portfolios designed to endure volatility, preserve flexibility, and improve long-term outcomes through tax efficiency.

Koyner’s earlier episodes traced his professional journey from institutional trading to independent advisory work and examined why traditional diversification often fails to deliver true protection. This latest discussion focuses on what comes next—how to structure portfolios that not only grow, but help clients stay on track during challenging markets.

Investors often underestimate how significantly volatility and taxation can erode long-term returns. Koyner explains how modern investment tools—such as structured notes, Registered Index-Linked Annuities (RILAs), and tax-advantaged insurance products—can provide growth potential with greater downside protection and improved tax treatment.

These strategies are especially valuable for retirement-focused investors, where sequence-of-returns risk and unexpected tax consequences can dramatically alter financial outcomes. By using instruments with built-in risk controls and tax deferral features, portfolios can be more resilient while still supporting future income needs.

As with his prior appearances, the episode reflects the philosophy at the heart of Triathlon Partners: engaging clients in a thoughtful, ongoing process that evolves as their lives and goals do. Koyner’s approach emphasizes regular communication, personalized reviews, and strategies designed for endurance—not just growth.

As Ira shared: “My goal is to engage, educate, and empower clients with the knowledge to make informed and confident decisions that will help them attain their financial goals. Achieving your goals does not happen overnight. Like a triathlon, it requires discipline, endurance and preparation.”

Video Link: https://www.youtube.com/embed/ATjoMiWMU-0

About Ira Koyner

Ira Koyner’s successful thirty-year career as an accomplished financial services professional has been driven by sound risk management, effective communication, and a commitment to education.

Ira Koyner is a devoted husband and father, he knows providing for your family is more than a responsibility, it is a priority. The cost of day to day expenses, paying for several college educations, funding retirement and providing lifetime financial support for his son with special needs are his priorities. He is grateful to have them. These priorities are not a burden, but rather a part of a rich and prolific life. Financial goals envelop more than responsibilities. They are the journey and destination, fueled by hard work, perseverance and success. Creating a financial plan that protects your family and secures the financial future doesn’t have to be overwhelming. As a dedicated financial advisor, he is committed to fostering a transparent client-advisor relationship. He is proud that his firm is independent, and not tied to a massive conglomerate’s products, platform and rigidity. His clients have the access to over thirty life and annuity companies, several structured note and alternative investment platforms and dozens of issuers. Triathlon Partners is located in Weston CT, in the heart of Fairfield County CT

Learn more: http://www.triathlonpartners.com/

Recent Interviews and News:

Interview with Ira Koyner Founder of Triathlon Partners: Ira Koyner, Founder of Triathlon Partners Interviewed on The Influential Entrepreneurs Podcast – Authority Press Wire

Ira Koyner Founder of Triathlon Partners Discussing Investment Diversification: Ira Koyner, Founder of Triathlon Partners, Interviewed on The Influential Entrepreneurs Podcast Discussing Investment Diversification – Authority Press Wire

TRIATHLON PARTNERS LLC, is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.

Investment Advisory Services are offered through TRIATHLON PARTNERS LLC, a registered investment adviser. Insurance products and services are offered and sold through individually licensed and appointed agents in all appropriate jurisdictions. information considered reliable, although it should not be relied upon as such. Any statements or opinions are subject to change without notice. Investments involve risk and unless otherwise stated are not guaranteed. Past performance cannot be used as an indicator to determine future results. Any strategies mentioned may not be suitable for everyone, information expressed does not take into account your specific situation or objectives and is not intended as recommendations appropriate for you. Before acting on any information mentioned, please consult with a qualified tax or investment advisor to determine if it is suitable for

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Ira Koyner, Founder of Triathlon Partners Interviewed on the Influential Entrepreneurs Podcast Smarter Portfolio Design for Building Tax-Efficient, Resilient Wealth

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