https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/enBusinessInfluential Entrepreneurshttps://d3wo5wojvuv7l.cloudfront.net/t_rss_itunes_square_1400/images.spreaker.com/original/701053f298fda122230e304948a11f0e.jpghttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Tue, 30 Jun 2026 18:26:12 +0000Mike Saunders, MBAInfluential Entrepreneurs with Mike Saunders, MBAmike@marketinghuddle.comInterviews with Elite Business Leaders & Experts sharing tips and strategies for elevating your business to the next level.falseepisodichttps://www.spreaker.com/episode/david-decelle-co-founder-chief-partnership-officer-wealthreach--72761043
Learn More: https://www.wealthreach.ai

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/david-decelle-co-founder-chief-partnership-officer-wealthreach]]>https://api.spreaker.com/episode/72761043Tue, 30 Jun 2026 18:24:33 +0000Mike Saunders, MBADavid DeCelle is the co-founder and Chief Partnership Officer of WealthReach, and the President and CEO of Model FA — the advisory growth firm whose intellectual property WealthReach acquired in April 2026. He has built his career helping some of the...
Learn More: https://www.wealthreach.ai

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/david-decelle-co-founder-chief-partnership-officer-wealthreach]]>1599influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-tracy-lownsberry-founder-of-the-annuity-giants--72484816
He continues to test new ideas, develop new tools, and stay on the front lines as a daily producer so the training advisors get is always current, practical, and built from real experience.

What Tracy Brings to the Table
✦ Actively producing an expert. Not just theory.
✦ Creator of AG Simulator and AG Academy
✦ Expert contributor to Aspire Mag., U.S. News, Insurance News Net, Forbes, and more
✦ Knowledge-Based Sales Practice
✦ Virtual and in-person sales experience across all markets
✦ Known for an educational, client-first approach

God first.
Father of 3 boys.
Husband to wife Elizabeth. Been together 13 years.

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

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-tracy-lownsberry-founder-of-the-annuity-giants]]>https://api.spreaker.com/episode/72484816Thu, 11 Jun 2026 18:19:51 +0000Mike Saunders, MBAA top-producing annuity-focused agent, global annuity trainer, and recognized as one of the most influential voices in the annuity space. He has sold millions in annuities virtually and in person. He continues to test new ideas, develop new tools,...
He continues to test new ideas, develop new tools, and stay on the front lines as a daily producer so the training advisors get is always current, practical, and built from real experience.

What Tracy Brings to the Table
✦ Actively producing an expert. Not just theory.
✦ Creator of AG Simulator and AG Academy
✦ Expert contributor to Aspire Mag., U.S. News, Insurance News Net, Forbes, and more
✦ Knowledge-Based Sales Practice
✦ Virtual and in-person sales experience across all markets
✦ Known for an educational, client-first approach

God first.
Father of 3 boys.
Husband to wife Elizabeth. Been together 13 years.

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

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-tracy-lownsberry-founder-of-the-annuity-giants]]>1391influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-leslie-kaz-president-founder-of-syndicated-insurance-agency-discussing-overcoming-medicare-enrollment-anxiety--72418332
Learn more: http://www.877VIPQuote.com

Not affiliated with the U.S. Government or Federal Medicare Program. We do not offer every plan available in your area. Currently we represent 29 organizations which offer 2694 products in your area. Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program (SHIP) to get information on all of your options

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-leslie-kaz-president-founder-of-syndicated-insurance-agency-discussing-overcoming-medicare-enrollment-anxiety]]>https://api.spreaker.com/episode/72418332Mon, 08 Jun 2026 13:33:15 +0000Mike Saunders, MBALeslie Kaz is the President & COO of Syndicated Insurance Agency, LLC — a national Medicare-focused FMO he co-founded in 2004 that now operates across 22 states with a network of over 120 agents and brokers. With over 30 years in the insurance...
Learn more: http://www.877VIPQuote.com

Not affiliated with the U.S. Government or Federal Medicare Program. We do not offer every plan available in your area. Currently we represent 29 organizations which offer 2694 products in your area. Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program (SHIP) to get information on all of your options

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-leslie-kaz-president-founder-of-syndicated-insurance-agency-discussing-overcoming-medicare-enrollment-anxiety]]>1048influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-leslie-kaz-president-founder-of-syndicated-insurance-agency-discussing-choosing-the-right-medicare-advisor--72417878
Learn more: http://www.877VIPQuote.com

Not affiliated with the U.S. Government or Federal Medicare Program. We do not offer every plan available in your area. Currently we represent 29 organizations which offer 2694 products in your area. Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program (SHIP) to get information on all of your options

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-leslie-kaz-president-founder-of-syndicated-insurance-agency-discussing-choosing-the-right-medicare-advisor]]>https://api.spreaker.com/episode/72417878Mon, 08 Jun 2026 13:18:36 +0000Mike Saunders, MBALeslie Kaz is the President & COO of Syndicated Insurance Agency, LLC — a national Medicare-focused FMO he co-founded in 2004 that now operates across 22 states with a network of over 120 agents and brokers. With over 30 years in the insurance...
Learn more: http://www.877VIPQuote.com

Not affiliated with the U.S. Government or Federal Medicare Program. We do not offer every plan available in your area. Currently we represent 29 organizations which offer 2694 products in your area. Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program (SHIP) to get information on all of your options

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-leslie-kaz-president-founder-of-syndicated-insurance-agency-discussing-choosing-the-right-medicare-advisor]]>947influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-leslie-kaz-president-founder-of-syndicated-insurance-agency-discussing-the-medicare-maze--72367375
Learn more: http://www.877VIPQuote.com

Not affiliated with the U.S. Government or Federal Medicare Program. We do not offer every plan available in your area. Currently we represent 29 organizations which offer 2694 products in your area. Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program (SHIP) to get information on all of your options

https://businessinnovatorsradio.com/interview-with-leslie-kaz-president-founder-of-syndicated-insurance-agency-discussing-the-medicare-maze]]>https://api.spreaker.com/episode/72367375Fri, 05 Jun 2026 13:15:25 +0000Mike Saunders, MBALeslie Kaz is the President & COO of Syndicated Insurance Agency, LLC — a national Medicare-focused FMO he co-founded in 2004 that now operates across 22 states with a network of over 120 agents and brokers. With over 30 years in the insurance...
Learn more: http://www.877VIPQuote.com

Not affiliated with the U.S. Government or Federal Medicare Program. We do not offer every plan available in your area. Currently we represent 29 organizations which offer 2694 products in your area. Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program (SHIP) to get information on all of your options

https://businessinnovatorsradio.com/interview-with-leslie-kaz-president-founder-of-syndicated-insurance-agency-discussing-the-medicare-maze]]>1258influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-michael-clanin-certified-financial-fiduciary-with-safe-money-solutions-discussing-guaranteed-income-annuity-strategies--72235050
Michael is committed to delivering outstanding professional service to his clients and acting with honesty and integrity. He takes great pride in building long-term relationships with his clients to achieve their financial goals during working years and during enjoyment years.

Michael’s mission is to help clients avoid losing money in the market, and instead build wealth safely, securely, and most importantly, provide lifetime income streams that will be there throughout your enjoyment years and then finally transitioning assets onto next generations more tax efficiently and possibly Tax-Free.

Michael is a former educator, so naturally, his approach in working with clients is through guidance and education. He enjoys spending time with family, traveling, hiking, biking, and reading.

Learn more: https://safemoney123.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-michael-clanin-certified-financial-fiduciary-with-safe-money-solutions-discussing-guaranteed-income-annuity-strategies
]]>https://api.spreaker.com/episode/72235050Fri, 29 May 2026 20:55:25 +0000Mike Saunders, MBA Michael has been in the financial and insurance business for over 20 years. He works with clients in the areas of Tax-Free Wealth Creation, retirement planning, lifetime income solution, legacy planning and business and Estate Planning. He is an...
Michael is committed to delivering outstanding professional service to his clients and acting with honesty and integrity. He takes great pride in building long-term relationships with his clients to achieve their financial goals during working years and during enjoyment years.

Michael’s mission is to help clients avoid losing money in the market, and instead build wealth safely, securely, and most importantly, provide lifetime income streams that will be there throughout your enjoyment years and then finally transitioning assets onto next generations more tax efficiently and possibly Tax-Free.

Michael is a former educator, so naturally, his approach in working with clients is through guidance and education. He enjoys spending time with family, traveling, hiking, biking, and reading.

Learn more: https://safemoney123.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-michael-clanin-certified-financial-fiduciary-with-safe-money-solutions-discussing-guaranteed-income-annuity-strategies
]]>1219influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-michael-clanin-certified-financial-fiduciary-with-safe-money-solutions-discussing-roth-conversion-strategies--72215557
Michael is committed to delivering outstanding professional service to his clients and acting with honesty and integrity. He takes great pride in building long-term relationships with his clients to achieve their financial goals during working years and during enjoyment years.

Michael’s mission is to help clients avoid losing money in the market, and instead build wealth safely, securely, and most importantly, provide lifetime income streams that will be there throughout your enjoyment years and then finally transitioning assets onto next generations more tax efficiently and possibly Tax-Free.

Michael is a former educator, so naturally, his approach in working with clients is through guidance and education. He enjoys spending time with family, traveling, hiking, biking, and reading.

Learn more: https://safemoney123.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-michael-clanin-certified-financial-fiduciary-with-safe-money-solutions-discussing-roth-conversion-strategies]]>https://api.spreaker.com/episode/72215557Thu, 28 May 2026 21:17:21 +0000Mike Saunders, MBAMichael has been in the financial and insurance business for over 20 years. He works with clients in the areas of Tax-Free Wealth Creation, retirement planning, lifetime income solution, legacy planning and business and Estate Planning. He is an...
Michael is committed to delivering outstanding professional service to his clients and acting with honesty and integrity. He takes great pride in building long-term relationships with his clients to achieve their financial goals during working years and during enjoyment years.

Michael’s mission is to help clients avoid losing money in the market, and instead build wealth safely, securely, and most importantly, provide lifetime income streams that will be there throughout your enjoyment years and then finally transitioning assets onto next generations more tax efficiently and possibly Tax-Free.

Michael is a former educator, so naturally, his approach in working with clients is through guidance and education. He enjoys spending time with family, traveling, hiking, biking, and reading.

Learn more: https://safemoney123.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-michael-clanin-certified-financial-fiduciary-with-safe-money-solutions-discussing-roth-conversion-strategies]]>1285influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-michael-clanin-certified-financial-fiduciary-with-safe-money-solutions-discussing-business-estate-planning-structures--72215511
Michael is committed to delivering outstanding professional service to his clients and acting with honesty and integrity. He takes great pride in building long-term relationships with his clients to achieve their financial goals during working years and during enjoyment years.

Michael’s mission is to help clients avoid losing money in the market, and instead build wealth safely, securely, and most importantly, provide lifetime income streams that will be there throughout your enjoyment years and then finally transitioning assets onto next generations more tax efficiently and possibly Tax-Free.

Michael is a former educator, so naturally, his approach in working with clients is through guidance and education. He enjoys spending time with family, traveling, hiking, biking, and reading.

Learn more: https://safemoney123.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-michael-clanin-certified-financial-fiduciary-with-safe-money-solutions-discussing-business-estate-planning-structures]]>https://api.spreaker.com/episode/72215511Thu, 28 May 2026 21:08:54 +0000Mike Saunders, MBAMichael has been in the financial and insurance business for over 20 years. He works with clients in the areas of Tax-Free Wealth Creation, retirement planning, lifetime income solution, legacy planning and business and Estate Planning. He is an...
Michael is committed to delivering outstanding professional service to his clients and acting with honesty and integrity. He takes great pride in building long-term relationships with his clients to achieve their financial goals during working years and during enjoyment years.

Michael’s mission is to help clients avoid losing money in the market, and instead build wealth safely, securely, and most importantly, provide lifetime income streams that will be there throughout your enjoyment years and then finally transitioning assets onto next generations more tax efficiently and possibly Tax-Free.

Michael is a former educator, so naturally, his approach in working with clients is through guidance and education. He enjoys spending time with family, traveling, hiking, biking, and reading.

Learn more: https://safemoney123.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-michael-clanin-certified-financial-fiduciary-with-safe-money-solutions-discussing-business-estate-planning-structures]]>1471influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-karen-powell-founder-of-my-wealth-4-life-discussing-overcoming-financial-fears-building-confidence--72215407
They work closely with medical professionals and entrepreneurs who operate in complex financial environments. Many are highly successful, yet still exposed to inefficiencies within their tax strategies, cash flow systems, and overall financial architecture. Their role is to bring clarity and precision—helping them eliminate waste, improve liquidity, and align their resources with long-term wealth and legacy objectives.

Karen’s perspective is shaped by a diverse international background in economics, business, and finance. She began my career in economic consulting with the United Nations Industrial Development Organization in Vienna, Austria, followed by a role as a marketing executive at 3M Germany. She later transitioned into financial services with Prudential in Düsseldorf, Germany, where she developed a foundation in advanced financial planning.

After returning to the United States, Karen earned her Certified Financial Planner™ designation and established My Wealth 4 Life to provide a more integrated and sophisticated level of advisory services. She has since pursued advanced certifications in profit acceleration, exit and succession planning, cash flow optimization, income structuring, and capital creation, along with extensive training in estate planning and retirement income strategies.

This multidisciplinary expertise allows her to approach each client’s situation with a wide lens—connecting the often siloed areas of tax, business, investment, and legacy planning into one cohesive strategy. The result is not just a financial plan, but a structured path toward sustained wealth, greater control, and long-term financial confidence.

Learn more: https://mywealth4life.com

Securities offered through Simplicity Group Investments, Member FINRA/SPIC, 475 Springfield Ave., Summit, N.J. 07901. Advisory Services offered through the Leaders Group Advisory, a Registered Investment Advisor. Orion Financial Associates, LLC is not affiliated with Simplicity Group Investments. CA Lic. No 0B77498.


Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-karen-powell-founder-of-my-wealth-4-life-discussing-overcoming-financial-fears-building-confidence]]>https://api.spreaker.com/episode/72215407Thu, 28 May 2026 20:59:15 +0000Mike Saunders, MBAAs Founder of My Wealth 4 Life, Karen leads a firm dedicated to delivering comprehensive, high-level financial and estate planning designed to protect, preserve, and enhance our clients’ hard-earned wealth. Their approach is both strategic and...
They work closely with medical professionals and entrepreneurs who operate in complex financial environments. Many are highly successful, yet still exposed to inefficiencies within their tax strategies, cash flow systems, and overall financial architecture. Their role is to bring clarity and precision—helping them eliminate waste, improve liquidity, and align their resources with long-term wealth and legacy objectives.

Karen’s perspective is shaped by a diverse international background in economics, business, and finance. She began my career in economic consulting with the United Nations Industrial Development Organization in Vienna, Austria, followed by a role as a marketing executive at 3M Germany. She later transitioned into financial services with Prudential in Düsseldorf, Germany, where she developed a foundation in advanced financial planning.

After returning to the United States, Karen earned her Certified Financial Planner™ designation and established My Wealth 4 Life to provide a more integrated and sophisticated level of advisory services. She has since pursued advanced certifications in profit acceleration, exit and succession planning, cash flow optimization, income structuring, and capital creation, along with extensive training in estate planning and retirement income strategies.

This multidisciplinary expertise allows her to approach each client’s situation with a wide lens—connecting the often siloed areas of tax, business, investment, and legacy planning into one cohesive strategy. The result is not just a financial plan, but a structured path toward sustained wealth, greater control, and long-term financial confidence.

Learn more: https://mywealth4life.com

Securities offered through Simplicity Group Investments, Member FINRA/SPIC, 475 Springfield Ave., Summit, N.J. 07901. Advisory Services offered through the Leaders Group Advisory, a Registered Investment Advisor. Orion Financial Associates, LLC is not affiliated with Simplicity Group Investments. CA Lic. No 0B77498.


Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-karen-powell-founder-of-my-wealth-4-life-discussing-overcoming-financial-fears-building-confidence]]>1166influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-karen-powell-founder-of-my-wealth-4-life-discussing-tax-efficient-strategies-for-lasting-wealth--72211501
They work closely with medical professionals and entrepreneurs who operate in complex financial environments. Many are highly successful, yet still exposed to inefficiencies within their tax strategies, cash flow systems, and overall financial architecture. Their role is to bring clarity and precision—helping them eliminate waste, improve liquidity, and align their resources with long-term wealth and legacy objectives.

Karen’s perspective is shaped by a diverse international background in economics, business, and finance. She began my career in economic consulting with the United Nations Industrial Development Organization in Vienna, Austria, followed by a role as a marketing executive at 3M Germany. She later transitioned into financial services with Prudential in Düsseldorf, Germany, where she developed a foundation in advanced financial planning.

After returning to the United States, Karen earned her Certified Financial Planner™ designation and established My Wealth 4 Life to provide a more integrated and sophisticated level of advisory services. She has since pursued advanced certifications in profit acceleration, exit and succession planning, cash flow optimization, income structuring, and capital creation, along with extensive training in estate planning and retirement income strategies.

This multidisciplinary expertise allows her to approach each client’s situation with a wide lens—connecting the often siloed areas of tax, business, investment, and legacy planning into one cohesive strategy. The result is not just a financial plan, but a structured path toward sustained wealth, greater control, and long-term financial confidence.

Learn more: https://mywealth4life.com

Securities offered through Simplicity Group Investments, Member FINRA/SPIC, 475 Springfield Ave., Summit, N.J. 07901. Advisory Services offered through the Leaders Group Advisory, a Registered Investment Advisor. Orion Financial Associates, LLC is not affiliated with Simplicity Group Investments. CA Lic. No 0B77498.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-karen-powell-founder-of-my-wealth-4-life-discussing-tax-efficient-strategies-for-lasting-wealth]]>https://api.spreaker.com/episode/72211501Thu, 28 May 2026 17:16:59 +0000Mike Saunders, MBAAs Founder of My Wealth 4 Life, Karen leads a firm dedicated to delivering comprehensive, high-level financial and estate planning designed to protect, preserve, and enhance our clients’ hard-earned wealth. Their approach is both strategic and...
They work closely with medical professionals and entrepreneurs who operate in complex financial environments. Many are highly successful, yet still exposed to inefficiencies within their tax strategies, cash flow systems, and overall financial architecture. Their role is to bring clarity and precision—helping them eliminate waste, improve liquidity, and align their resources with long-term wealth and legacy objectives.

Karen’s perspective is shaped by a diverse international background in economics, business, and finance. She began my career in economic consulting with the United Nations Industrial Development Organization in Vienna, Austria, followed by a role as a marketing executive at 3M Germany. She later transitioned into financial services with Prudential in Düsseldorf, Germany, where she developed a foundation in advanced financial planning.

After returning to the United States, Karen earned her Certified Financial Planner™ designation and established My Wealth 4 Life to provide a more integrated and sophisticated level of advisory services. She has since pursued advanced certifications in profit acceleration, exit and succession planning, cash flow optimization, income structuring, and capital creation, along with extensive training in estate planning and retirement income strategies.

This multidisciplinary expertise allows her to approach each client’s situation with a wide lens—connecting the often siloed areas of tax, business, investment, and legacy planning into one cohesive strategy. The result is not just a financial plan, but a structured path toward sustained wealth, greater control, and long-term financial confidence.

Learn more: https://mywealth4life.com

Securities offered through Simplicity Group Investments, Member FINRA/SPIC, 475 Springfield Ave., Summit, N.J. 07901. Advisory Services offered through the Leaders Group Advisory, a Registered Investment Advisor. Orion Financial Associates, LLC is not affiliated with Simplicity Group Investments. CA Lic. No 0B77498.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-karen-powell-founder-of-my-wealth-4-life-discussing-tax-efficient-strategies-for-lasting-wealth]]>1248influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-karen-powell-founder-of-my-wealth-4-life-discussing-securing-retirement-lifestyle--72155738
They work closely with medical professionals and entrepreneurs who operate in complex financial environments. Many are highly successful, yet still exposed to inefficiencies within their tax strategies, cash flow systems, and overall financial architecture. Their role is to bring clarity and precision—helping them eliminate waste, improve liquidity, and align their resources with long-term wealth and legacy objectives.

Karen’s perspective is shaped by a diverse international background in economics, business, and finance. She began my career in economic consulting with the United Nations Industrial Development Organization in Vienna, Austria, followed by a role as a marketing executive at 3M Germany. She later transitioned into financial services with Prudential in Düsseldorf, Germany, where she developed a foundation in advanced financial planning.

After returning to the United States, Karen earned her Certified Financial Planner™ designation and established My Wealth 4 Life to provide a more integrated and sophisticated level of advisory services. She has since pursued advanced certifications in profit acceleration, exit and succession planning, cash flow optimization, income structuring, and capital creation, along with extensive training in estate planning and retirement income strategies.

This multidisciplinary expertise allows her to approach each client’s situation with a wide lens—connecting the often siloed areas of tax, business, investment, and legacy planning into one cohesive strategy. The result is not just a financial plan, but a structured path toward sustained wealth, greater control, and long-term financial confidence.


Learn more: https://mywealth4life.com

Securities offered through Simplicity Group Investments, Member FINRA/SPIC, 475 Springfield Ave., Summit, N.J. 07901. Advisory Services offered through the Leaders Group Advisory, a Registered Investment Advisor. Orion Financial Associates, LLC is not affiliated with Simplicity Group Investments. CA Lic. No 0B77498.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-karen-powell-founder-of-my-wealth-4-life-discussing-securing-retirement-lifestyle]]>https://api.spreaker.com/episode/72155738Mon, 25 May 2026 15:10:28 +0000Mike Saunders, MBAAs Founder of My Wealth 4 Life, Karen leads a firm dedicated to delivering comprehensive, high-level financial and estate planning designed to protect, preserve, and enhance our clients’ hard-earned wealth. Their approach is both strategic and...
They work closely with medical professionals and entrepreneurs who operate in complex financial environments. Many are highly successful, yet still exposed to inefficiencies within their tax strategies, cash flow systems, and overall financial architecture. Their role is to bring clarity and precision—helping them eliminate waste, improve liquidity, and align their resources with long-term wealth and legacy objectives.

Karen’s perspective is shaped by a diverse international background in economics, business, and finance. She began my career in economic consulting with the United Nations Industrial Development Organization in Vienna, Austria, followed by a role as a marketing executive at 3M Germany. She later transitioned into financial services with Prudential in Düsseldorf, Germany, where she developed a foundation in advanced financial planning.

After returning to the United States, Karen earned her Certified Financial Planner™ designation and established My Wealth 4 Life to provide a more integrated and sophisticated level of advisory services. She has since pursued advanced certifications in profit acceleration, exit and succession planning, cash flow optimization, income structuring, and capital creation, along with extensive training in estate planning and retirement income strategies.

This multidisciplinary expertise allows her to approach each client’s situation with a wide lens—connecting the often siloed areas of tax, business, investment, and legacy planning into one cohesive strategy. The result is not just a financial plan, but a structured path toward sustained wealth, greater control, and long-term financial confidence.


Learn more: https://mywealth4life.com

Securities offered through Simplicity Group Investments, Member FINRA/SPIC, 475 Springfield Ave., Summit, N.J. 07901. Advisory Services offered through the Leaders Group Advisory, a Registered Investment Advisor. Orion Financial Associates, LLC is not affiliated with Simplicity Group Investments. CA Lic. No 0B77498.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-karen-powell-founder-of-my-wealth-4-life-discussing-securing-retirement-lifestyle]]>1103influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-scott-edelman-founder-of-edelman-wealth-management-group-discussing-his-30-year-anniversary-in-business--72155660A natural teacher and mentor, Scott is a member of Strategic Coach, an entrepreneur business coaching program. He is a thought leader in the financial field and a regular speaker at conferences. Scott is also active with local charities and is on several boards. Scott lives in Bucks County, PA with his wife and children.


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

1 Disclaimer: Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, product or services referenced here are independent of Osaic Wealth.

2 The Hall of Fame was an elite group of financial representatives of former broker-dealer Signator Investors, Inc. and the John Hancock family of companies. To be included in the HOF, inductees need to qualify for the ACE award 15 times. The Achieving Client Excellence Award (ACE) was granted by former broker-dealer Signator Investors, Inc. and the John Hancock family of companies. The ACE award was granted to the top 250 advisors each year based on total weighted premium from the sale of both proprietary and non-proprietary protection and wealth products. No other factors are considered. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.

3 The Practice of the Year Award was granted by former broker-dealer Signator Investors, Inc. and sponsored by Fidelity Clearing & Custody Solutions in recognition of an advisor’s excellence in practice management. Candidates were evaluated by Business Health, an independent international management consulting firm specializing in the financial services industry, for client service, internal planning and structure, external relations, staffing and technology capabilities and overall practice performance. Sales production was not a criteria for winner selection. The competition was open to all advisors and of the applicants, 5 were selected to be interviewed and one winner was selected from that group by an independent panel. Advisors did not pay a fee to apply, to accept or to purchase materials related to advertising the award. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.

4 Qualifying membership in the MDRT is based on minimum sales production requirements and gross business generated within a year. Each MDRT status designation is granted for one year only. All members must apply every year to continue their affiliation with the Million Dollar Round Table.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-scott-edelman-founder-of-edelman-wealth-management-group-discussing-his-30-year-anniversary-in-business]]>https://api.spreaker.com/episode/72155660Mon, 25 May 2026 14:58:49 +0000Mike Saunders, MBAScott is the founder of Edelman Wealth Management Group and manages all aspects of financial planning and employee benefits, providing products and services for investing, retiring, insurance, and estate conservation for individuals, families, and...A natural teacher and mentor, Scott is a member of Strategic Coach, an entrepreneur business coaching program. He is a thought leader in the financial field and a regular speaker at conferences. Scott is also active with local charities and is on several boards. Scott lives in Bucks County, PA with his wife and children.


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

1 Disclaimer: Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, product or services referenced here are independent of Osaic Wealth.

2 The Hall of Fame was an elite group of financial representatives of former broker-dealer Signator Investors, Inc. and the John Hancock family of companies. To be included in the HOF, inductees need to qualify for the ACE award 15 times. The Achieving Client Excellence Award (ACE) was granted by former broker-dealer Signator Investors, Inc. and the John Hancock family of companies. The ACE award was granted to the top 250 advisors each year based on total weighted premium from the sale of both proprietary and non-proprietary protection and wealth products. No other factors are considered. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.

3 The Practice of the Year Award was granted by former broker-dealer Signator Investors, Inc. and sponsored by Fidelity Clearing & Custody Solutions in recognition of an advisor’s excellence in practice management. Candidates were evaluated by Business Health, an independent international management consulting firm specializing in the financial services industry, for client service, internal planning and structure, external relations, staffing and technology capabilities and overall practice performance. Sales production was not a criteria for winner selection. The competition was open to all advisors and of the applicants, 5 were selected to be interviewed and one winner was selected from that group by an independent panel. Advisors did not pay a fee to apply, to accept or to purchase materials related to advertising the award. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation.

4 Qualifying membership in the MDRT is based on minimum sales production requirements and gross business generated within a year. Each MDRT status designation is granted for one year only. All members must apply every year to continue their affiliation with the Million Dollar Round Table.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: 1463influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-sean-vazquez-founder-of-pmv-financial-discussing-legacy-planning--72097585
Sean continues to educate myself to make sure that he’s up to date with new products and services that will benefit his clients.

Adding Long Term Care plans recently to their scope of service has been beneficial to many of the clients, and he sees it as an underserved market that will have a huge impact on their clients’ estates, taxes, and even dignity. Sean loves what he does and has a passion to serve.

Learn more: https://pmvfinancial.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-sean-vazquez-founder-of-pmv-financial-discussing-legacy-planning]]>https://api.spreaker.com/episode/72097585Thu, 21 May 2026 12:40:42 +0000Mike Saunders, MBASean has been in the Financial Advisory field for over 13 years. He has specialized in working with school district staff on educating them on how exactly their CalSTRs and CalPERS actually work, and their options to close the pay gap in their...
Sean continues to educate myself to make sure that he’s up to date with new products and services that will benefit his clients.

Adding Long Term Care plans recently to their scope of service has been beneficial to many of the clients, and he sees it as an underserved market that will have a huge impact on their clients’ estates, taxes, and even dignity. Sean loves what he does and has a passion to serve.

Learn more: https://pmvfinancial.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-sean-vazquez-founder-of-pmv-financial-discussing-legacy-planning]]>1037influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-sean-vazquez-founder-of-pmv-financial-discussing-long-term-care--72097437
Sean continues to educate myself to make sure that he’s up to date with new products and services that will benefit his clients.

Adding Long Term Care plans recently to their scope of service has been beneficial to many of the clients, and he sees it as an underserved market that will have a huge impact on their clients’ estates, taxes, and even dignity. Sean loves what he does and has a passion to serve.

Learn more: https://pmvfinancial.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-sean-vazquez-founder-of-pmv-financial-discussing-long-term-care]]>https://api.spreaker.com/episode/72097437Thu, 21 May 2026 12:33:54 +0000Mike Saunders, MBASean has been in the Financial Advisory field for over 13 years. He has specialized in working with school district staff on educating them on how exactly their CalSTRs and CalPERS actually work, and their options to close the pay gap in their...
Sean continues to educate myself to make sure that he’s up to date with new products and services that will benefit his clients.

Adding Long Term Care plans recently to their scope of service has been beneficial to many of the clients, and he sees it as an underserved market that will have a huge impact on their clients’ estates, taxes, and even dignity. Sean loves what he does and has a passion to serve.

Learn more: https://pmvfinancial.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-sean-vazquez-founder-of-pmv-financial-discussing-long-term-care]]>1022influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-sean-vazquez-founder-of-pmv-financial-discussing-guaranteed-income--72097367
Sean continues to educate myself to make sure that he’s up to date with new products and services that will benefit his clients.

Adding Long Term Care plans recently to their scope of service has been beneficial to many of the clients, and he sees it as an underserved market that will have a huge impact on their clients’ estates, taxes, and even dignity. Sean loves what he does and has a passion to serve.

Learn more: https://pmvfinancial.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-sean-vazquez-founder-of-pmv-financial-discussing-guaranteed-income]]>https://api.spreaker.com/episode/72097367Thu, 21 May 2026 12:24:54 +0000Mike Saunders, MBASean has been in the Financial Advisory field for over 13 years. He has specialized in working with school district staff on educating them on how exactly their CalSTRs and CalPERS actually work, and their options to close the pay gap in their...
Sean continues to educate myself to make sure that he’s up to date with new products and services that will benefit his clients.

Adding Long Term Care plans recently to their scope of service has been beneficial to many of the clients, and he sees it as an underserved market that will have a huge impact on their clients’ estates, taxes, and even dignity. Sean loves what he does and has a passion to serve.

Learn more: https://pmvfinancial.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-sean-vazquez-founder-of-pmv-financial-discussing-guaranteed-income]]>1292influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-russell-thompson-with-h-r-insurance-and-financial-services-what-happens-when-business-owners-want-to-retire--72068165
Learn More: Email: russell@hr-ifs.com or www.hr-ifs.com

Securities offered through Regulus Financial Group, LLC, Member FINRA /SIPC. Advisory services offered through Regal Investment Advisors, LLC an SEC Registered Investment Advisor.

Regal Financial Group, Regal Investment Advisors and Regulus Financial Group are affiliated entities. Registration with the SEC does not imply any level of skill or training.]]>https://api.spreaker.com/episode/72068165Tue, 19 May 2026 11:51:40 +0000Mike Saunders, MBARussell brings a unique combination of market insight, relentless work ethic, and a passion for education to his role as a financial advisor. With a deep understanding of market cycles and a commitment to going above and beyond for his clients, he is...
Learn More: Email: russell@hr-ifs.com or www.hr-ifs.com

Securities offered through Regulus Financial Group, LLC, Member FINRA /SIPC. Advisory services offered through Regal Investment Advisors, LLC an SEC Registered Investment Advisor.

Regal Financial Group, Regal Investment Advisors and Regulus Financial Group are affiliated entities. Registration with the SEC does not imply any level of skill or training.]]>1176influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-russell-thompson-with-h-r-insurance-and-financial-services-guaranteed-income--72068070
Learn More: Email: russell@hr-ifs.com or www.hr-ifs.com
Securities offered through Regulus Financial Group, LLC, Member FINRA /SIPC. Advisory services offered through Regal Investment Advisors, LLC an SEC Registered Investment Advisor.

Regal Financial Group, Regal Investment Advisors and Regulus Financial Group are affiliated entities. Registration with the SEC does not imply any level of skill or training.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-russell-thompson-with-hr-insurance-and-financial-services-guaranteed-income]]>https://api.spreaker.com/episode/72068070Tue, 19 May 2026 11:39:07 +0000Mike Saunders, MBARussell brings a unique combination of market insight, relentless work ethic, and a passion for education to his role as a financial advisor. With a deep understanding of market cycles and a commitment to going above and beyond for his clients, he is...
Learn More: Email: russell@hr-ifs.com or www.hr-ifs.com
Securities offered through Regulus Financial Group, LLC, Member FINRA /SIPC. Advisory services offered through Regal Investment Advisors, LLC an SEC Registered Investment Advisor.

Regal Financial Group, Regal Investment Advisors and Regulus Financial Group are affiliated entities. Registration with the SEC does not imply any level of skill or training.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-russell-thompson-with-hr-insurance-and-financial-services-guaranteed-income]]>1242influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-russell-thompson-with-h-r-insurance-and-financial-services-how-life--72019887
Learn More: Email: russell@hr-ifs.com or www.hr-ifs.com

Securities offered through Regulus Financial Group, LLC, Member FINRA /SIPC. Advisory services offered through Regal Investment Advisors, LLC an SEC Registered Investment Advisor. Regal Financial Group, Regal Investment Advisors and Regulus Financial Group are affiliated entities. Registration with the SEC does not imply any level of skill or training.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-russell-thompson-with-hr-insurance-and-financial-services-how-life-insurance-fits-into-retirement]]>https://api.spreaker.com/episode/72019887Fri, 15 May 2026 13:14:15 +0000Mike Saunders, MBARussell brings a unique combination of market insight, relentless work ethic, and a passion for education to his role as a financial advisor. With a deep understanding of market cycles and a commitment to going above and beyond for his clients, he is...
Learn More: Email: russell@hr-ifs.com or www.hr-ifs.com

Securities offered through Regulus Financial Group, LLC, Member FINRA /SIPC. Advisory services offered through Regal Investment Advisors, LLC an SEC Registered Investment Advisor. Regal Financial Group, Regal Investment Advisors and Regulus Financial Group are affiliated entities. Registration with the SEC does not imply any level of skill or training.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-russell-thompson-with-hr-insurance-and-financial-services-how-life-insurance-fits-into-retirement]]>1339influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-kevin-steuer-managing-partner-with-stock-ta--71792737
Learn more: https://www.stockta.com/


The content presented on StockTA is for informational and educational purposes only and should not be construed as financial, investment, legal, tax, or any other professional advice. Nothing on this platform or in its accompanying materials constitutes a recommendation, endorsement, solicitation, or offer to buy or sell any securities or to pursue any investment strategy. Viewer discretion is advised, as investments and trading activities — particularly in volatile or speculative markets — carry a high degree of risk and may result in the loss of your entire investment. You should never invest money you cannot afford to lose and are strongly encouraged to conduct your own independent research and consult with a licensed financial professional before making any investment decisions. StockTA is part of Global One Media Group Pte. Ltd. (https://globalonemedia.com), a Singapore-based company specializing in content creation, digital media, and investor-focused communications. Global One Media may receive compensation from companies or partners featured on this platform in connection with media production, corporate communications, digital distribution, and investor awareness efforts. Such compensation may be provided in cash or in securities, including shares, options, or warrants. The views and opinions expressed on StockTA belong solely to the individuals or entities providing them and do not necessarily reflect the views of StockTA or Global One Media. Global One Media, its directors, employees, contractors, or affiliates may hold, buy, or sell securities of companies discussed on StockTA at any time. They are under no obligation to disclose or update their holdings, and viewers should assume that Global One Media and its affiliates may have a financial interest in the companies mentioned. While reasonable efforts are made to ensure that the information shared on StockTA is accurate and current, no guarantee is made as to its completeness, reliability, or suitability. The content may include forward-looking statements that involve assumptions, risks, and uncertainties that could cause actual results to differ materially from expectations. StockTA and Global One Media are not registered as securities broker-dealers, investment advisers, or accountants in any jurisdiction and do not provide personalized investment recommendations, suitability assessments, or financial planning services. By using this platform or watching its content, you acknowledge and agree that Global One Media operates under the laws of Singapore and that you are responsible for complying with the laws of your own jurisdiction. Global One Media disclaims all liability for any direct or consequential loss arising from reliance on any information presented on StockTA.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-kevin-steuer-managing-partner-with-stock-ta]]>https://api.spreaker.com/episode/71792737Thu, 30 Apr 2026 20:06:10 +0000Mike Saunders, MBAKevin has been trading for 15 years now. He has worked in consulting and as an analyst. Currently, he is the managing partner of Stockta.com and also works for Global One Media. We’re trying to give Main Street access to sophisticated algorithms to...
Learn more: https://www.stockta.com/


The content presented on StockTA is for informational and educational purposes only and should not be construed as financial, investment, legal, tax, or any other professional advice. Nothing on this platform or in its accompanying materials constitutes a recommendation, endorsement, solicitation, or offer to buy or sell any securities or to pursue any investment strategy. Viewer discretion is advised, as investments and trading activities — particularly in volatile or speculative markets — carry a high degree of risk and may result in the loss of your entire investment. You should never invest money you cannot afford to lose and are strongly encouraged to conduct your own independent research and consult with a licensed financial professional before making any investment decisions. StockTA is part of Global One Media Group Pte. Ltd. (https://globalonemedia.com), a Singapore-based company specializing in content creation, digital media, and investor-focused communications. Global One Media may receive compensation from companies or partners featured on this platform in connection with media production, corporate communications, digital distribution, and investor awareness efforts. Such compensation may be provided in cash or in securities, including shares, options, or warrants. The views and opinions expressed on StockTA belong solely to the individuals or entities providing them and do not necessarily reflect the views of StockTA or Global One Media. Global One Media, its directors, employees, contractors, or affiliates may hold, buy, or sell securities of companies discussed on StockTA at any time. They are under no obligation to disclose or update their holdings, and viewers should assume that Global One Media and its affiliates may have a financial interest in the companies mentioned. While reasonable efforts are made to ensure that the information shared on StockTA is accurate and current, no guarantee is made as to its completeness, reliability, or suitability. The content may include forward-looking statements that involve assumptions, risks, and uncertainties that could cause actual results to differ materially from expectations. StockTA and Global One Media are not registered as securities broker-dealers, investment advisers, or accountants in any jurisdiction and do not provide personalized investment recommendations, suitability assessments, or financial planning services. By using this platform or watching its content, you acknowledge and agree that Global One Media operates under the laws of Singapore and that you are responsible for complying with the laws of your own jurisdiction. Global One Media disclaims all liability for any direct or consequential loss arising from reliance on any information presented on StockTA.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-kevin-steuer-managing-partner-with-stock-ta]]>1155influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-michael-clanin-certified-financial-fiduciary-with-safe-money-solutions-discussing-tax-free-wealth-creation--71301939
Michael is committed to delivering outstanding professional service to his clients and acting with honesty and integrity. He takes great pride in building long-term relationships with his clients to achieve their financial goals during working years and during enjoyment years.

Michael’s mission is to help clients avoid losing money in the market, and instead build wealth safely, securely, and most importantly, provide lifetime income streams that will be there throughout your enjoyment years and then finally transitioning assets onto next generations more tax efficiently and possibly Tax-Free.

Michael is a former educator, so naturally, his approach in working with clients is through guidance and education. He enjoys spending time with family, traveling, hiking, biking, and reading.

Learn more: https://safemoney123.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-michael-clanin-certified-financial-fiduciary-with-safe-money-solutions-discussing-tax-free-wealth-creation]]>https://api.spreaker.com/episode/71301939Mon, 13 Apr 2026 23:51:31 +0000Mike Saunders, MBAMichael has been in the financial and insurance business for over 20 years. He works with clients in the areas of Tax-Free Wealth Creation, retirement planning, lifetime income solution, legacy planning and business and Estate Planning. He is an...
Michael is committed to delivering outstanding professional service to his clients and acting with honesty and integrity. He takes great pride in building long-term relationships with his clients to achieve their financial goals during working years and during enjoyment years.

Michael’s mission is to help clients avoid losing money in the market, and instead build wealth safely, securely, and most importantly, provide lifetime income streams that will be there throughout your enjoyment years and then finally transitioning assets onto next generations more tax efficiently and possibly Tax-Free.

Michael is a former educator, so naturally, his approach in working with clients is through guidance and education. He enjoys spending time with family, traveling, hiking, biking, and reading.

Learn more: https://safemoney123.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-michael-clanin-certified-financial-fiduciary-with-safe-money-solutions-discussing-tax-free-wealth-creation]]>1530influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-laurene-breitkreutz-founder-of-your-wealth-refined-discussing-risks-in-retirement--71301849
She started working at 16 to help her family make ends meet after her stepfather had an industrial accident. He went from bringing home $600 a week to $35. So she got a job, stayed in school, and figured out how to navigate a world that doesn’t wait for people to be ready.

She spent 31 years with AT&T — starting as a junior in high school, working her way up, and eventually retiring at 48 when they laid me off. She had a pension. I had time. And she was not going to spend it babysitting.

So Laurene went back to work. She has now had four careers. The one that shaped me most — before financial planning — was 13 years as a business consultant, walking into family-owned businesses and asking every uncomfortable question until people understood what they actually needed. She wasn’t the one with all the answers. She was the one who asked until the right answers surfaced.

That’s exactly what she does now.

For the past 13 years, she has been helping people build financial plans that actually hold up — through unexpected illnesses, market downturns, career changes, and the hard questions most advisors never ask. She started in mortgage protection, helping families make sure a mortgage wouldn’t become a crisis if someone got hurt or died. Now she works primarily with doctors and high-income professionals who are earning well but haven’t had time to build a real plan around what they’re earning.

Laurene’s philosophy is simple: Mission before commission. She doesn’t care how much she makes on a plan. She cares whether the plan is right for them. It took me three years to even notice how little she was getting paid by certain carriers — that’s how little she was focused on the money. What she focuses on is the outcome.

Laurene asks hard questions. She holds her clients accountable. And she shows up every year at their anniversary to make sure they’re still on track — because a financial plan isn’t a one-time event. It’s a relationship.

Philosophy: Security Over Returns
Here’s what makes her different: she doesn’t chase returns. She builds security. Especially for doctors, people already have a high income. What they need isn’t more risk. They need a plan that protects what they’ve built, reduces what they owe to the IRS, and makes sure their family is never left scrambling. That’s what they build together.

Her primary focus is on doctors and high-income professionals between ages 30 and 50 — people who are earning well, living well, and haven’t sat down to build a real plan yet. Whether they’re worried about taxes, what happens if they can’t work, or just the creeping feeling that they’re missing something — I’m probably a good fit.

Learn more: https://www.yourwealthrefined.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-laurene-breitkreutz-founder-of-your-wealth-refined-discussing-risks-in-retirement]]>https://api.spreaker.com/episode/71301849Mon, 13 Apr 2026 23:44:28 +0000Mike Saunders, MBALaurene didn’t take the traditional path into financial planning. She took the real one. She started working at 16 to help her family make ends meet after her stepfather had an industrial accident. He went from bringing home $600 a week to $35. So...
She started working at 16 to help her family make ends meet after her stepfather had an industrial accident. He went from bringing home $600 a week to $35. So she got a job, stayed in school, and figured out how to navigate a world that doesn’t wait for people to be ready.

She spent 31 years with AT&T — starting as a junior in high school, working her way up, and eventually retiring at 48 when they laid me off. She had a pension. I had time. And she was not going to spend it babysitting.

So Laurene went back to work. She has now had four careers. The one that shaped me most — before financial planning — was 13 years as a business consultant, walking into family-owned businesses and asking every uncomfortable question until people understood what they actually needed. She wasn’t the one with all the answers. She was the one who asked until the right answers surfaced.

That’s exactly what she does now.

For the past 13 years, she has been helping people build financial plans that actually hold up — through unexpected illnesses, market downturns, career changes, and the hard questions most advisors never ask. She started in mortgage protection, helping families make sure a mortgage wouldn’t become a crisis if someone got hurt or died. Now she works primarily with doctors and high-income professionals who are earning well but haven’t had time to build a real plan around what they’re earning.

Laurene’s philosophy is simple: Mission before commission. She doesn’t care how much she makes on a plan. She cares whether the plan is right for them. It took me three years to even notice how little she was getting paid by certain carriers — that’s how little she was focused on the money. What she focuses on is the outcome.

Laurene asks hard questions. She holds her clients accountable. And she shows up every year at their anniversary to make sure they’re still on track — because a financial plan isn’t a one-time event. It’s a relationship.

Philosophy: Security Over Returns
Here’s what makes her different: she doesn’t chase returns. She builds security. Especially for doctors, people already have a high income. What they need isn’t more risk. They need a plan that protects what they’ve built, reduces what they owe to the IRS, and makes sure their family is never left scrambling. That’s what they build together.

Her primary focus is on doctors and high-income professionals between ages 30 and 50 — people who are earning well, living well, and haven’t sat down to build a real plan yet. Whether they’re worried about taxes, what happens if they can’t work, or just the creeping feeling that they’re missing something — I’m probably a good fit.

Learn more: https://www.yourwealthrefined.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-laurene-breitkreutz-founder-of-your-wealth-refined-discussing-risks-in-retirement]]>951influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-laurene-breitkreutz-founder-of-your-wealth-refined-discussing-how-life-insurance-fits-into-retirement--71301778
She started working at 16 to help her family make ends meet after her stepfather had an industrial accident. He went from bringing home $600 a week to $35. So she got a job, stayed in school, and figured out how to navigate a world that doesn’t wait for people to be ready.

She spent 31 years with AT&T — starting as a junior in high school, working her way up, and eventually retiring at 48 when they laid me off. She had a pension. I had time. And she was not going to spend it babysitting.

So Laurene went back to work. She has now had four careers. The one that shaped me most — before financial planning — was 13 years as a business consultant, walking into family-owned businesses and asking every uncomfortable question until people understood what they actually needed. She wasn’t the one with all the answers. She was the one who asked until the right answers surfaced.

That’s exactly what she does now.

For the past 13 years, she has been helping people build financial plans that actually hold up — through unexpected illnesses, market downturns, career changes, and the hard questions most advisors never ask. She started in mortgage protection, helping families make sure a mortgage wouldn’t become a crisis if someone got hurt or died. Now she works primarily with doctors and high-income professionals who are earning well but haven’t had time to build a real plan around what they’re earning.

Laurene’s philosophy is simple: Mission before commission. She doesn’t care how much she makes on a plan. She cares whether the plan is right for them. It took me three years to even notice how little she was getting paid by certain carriers — that’s how little she was focused on the money. What she focuses on is the outcome.

Laurene asks hard questions. she holds her clients accountable. And she show up every year at their anniversary to make sure they’re still on track — because a financial plan isn’t a one-time event. It’s a relationship.

Philosophy: Security Over Returns
Here’s what makes her different: she doesn’t chase returns. She builds security. Especially for doctors, people already have a high income. What they need isn’t more risk. They need a plan that protects what they’ve built, reduces what they owe to the IRS, and makes sure their family is never left scrambling. That’s what they build together.

Her primary focus is on doctors and high-income professionals between ages 30 and 50 — people who are earning well, living well, and haven’t sat down to build a real plan yet. Whether they’re worried about taxes, what happens if they can’t work, or just the creeping feeling that they’re missing something — I’m probably a good fit.

Learn more: https://www.yourwealthrefined.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-laurene-breitkreutz-founder-of-your-wealth-refined-discussing-how-life-insurance-fits-into-retirement]]>https://api.spreaker.com/episode/71301778Mon, 13 Apr 2026 23:38:05 +0000Mike Saunders, MBALaurene didn’t take the traditional path into financial planning. She took the real one. She started working at 16 to help her family make ends meet after her stepfather had an industrial accident. He went from bringing home $600 a week to $35. So...
She started working at 16 to help her family make ends meet after her stepfather had an industrial accident. He went from bringing home $600 a week to $35. So she got a job, stayed in school, and figured out how to navigate a world that doesn’t wait for people to be ready.

She spent 31 years with AT&T — starting as a junior in high school, working her way up, and eventually retiring at 48 when they laid me off. She had a pension. I had time. And she was not going to spend it babysitting.

So Laurene went back to work. She has now had four careers. The one that shaped me most — before financial planning — was 13 years as a business consultant, walking into family-owned businesses and asking every uncomfortable question until people understood what they actually needed. She wasn’t the one with all the answers. She was the one who asked until the right answers surfaced.

That’s exactly what she does now.

For the past 13 years, she has been helping people build financial plans that actually hold up — through unexpected illnesses, market downturns, career changes, and the hard questions most advisors never ask. She started in mortgage protection, helping families make sure a mortgage wouldn’t become a crisis if someone got hurt or died. Now she works primarily with doctors and high-income professionals who are earning well but haven’t had time to build a real plan around what they’re earning.

Laurene’s philosophy is simple: Mission before commission. She doesn’t care how much she makes on a plan. She cares whether the plan is right for them. It took me three years to even notice how little she was getting paid by certain carriers — that’s how little she was focused on the money. What she focuses on is the outcome.

Laurene asks hard questions. she holds her clients accountable. And she show up every year at their anniversary to make sure they’re still on track — because a financial plan isn’t a one-time event. It’s a relationship.

Philosophy: Security Over Returns
Here’s what makes her different: she doesn’t chase returns. She builds security. Especially for doctors, people already have a high income. What they need isn’t more risk. They need a plan that protects what they’ve built, reduces what they owe to the IRS, and makes sure their family is never left scrambling. That’s what they build together.

Her primary focus is on doctors and high-income professionals between ages 30 and 50 — people who are earning well, living well, and haven’t sat down to build a real plan yet. Whether they’re worried about taxes, what happens if they can’t work, or just the creeping feeling that they’re missing something — I’m probably a good fit.

Learn more: https://www.yourwealthrefined.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-laurene-breitkreutz-founder-of-your-wealth-refined-discussing-how-life-insurance-fits-into-retirement]]>1169influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/eric-sebold-federal-benefit-consultant-with-institute-for-financial-awareness-overcoming-financial-fears--71301671
Eric is a widely sought out speaker pertaining to the world of Federal Benefits and Retirement Planning. He is a Certified Educational Consultant (CEC) and a Federal Employee Benefits Consultant. He is a well-versed workshop veteran, teaching courses in many agencies across the D.C. metropolitan area.

Eric’s career in financial services started as a Chartered Federal Employee Benefits Consultant (ChFEBC). Eric is best known for his workshop entitled Federal Benefits Best Kept Secrets. Through his years of experience consulting for federal employees, Eric has developed tax saving strategies as well as estate conservation plans for hundreds of individuals throughout dozens of different agencies. He has also guided many federal employees through the complex steps of the retirement process. Eric has generously donated his time and expertise to the Institute for Financial Awareness.

Learn more: http://www.ifaonline.org

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/eric-sebold-federal-benefit-consultant-with-institute-for-financial-awareness-overcoming-financial-fears]]>https://api.spreaker.com/episode/71301671Mon, 13 Apr 2026 23:30:50 +0000Mike Saunders, MBAEric Sebold is the Lead Workshop Educator for the Institute for Financial Awareness, one of the fastest growing 501(c)(3) nonprofits in the DC/Metro Area. Eric is a widely sought out speaker pertaining to the world of Federal Benefits and Retirement...
Eric is a widely sought out speaker pertaining to the world of Federal Benefits and Retirement Planning. He is a Certified Educational Consultant (CEC) and a Federal Employee Benefits Consultant. He is a well-versed workshop veteran, teaching courses in many agencies across the D.C. metropolitan area.

Eric’s career in financial services started as a Chartered Federal Employee Benefits Consultant (ChFEBC). Eric is best known for his workshop entitled Federal Benefits Best Kept Secrets. Through his years of experience consulting for federal employees, Eric has developed tax saving strategies as well as estate conservation plans for hundreds of individuals throughout dozens of different agencies. He has also guided many federal employees through the complex steps of the retirement process. Eric has generously donated his time and expertise to the Institute for Financial Awareness.

Learn more: http://www.ifaonline.org

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/eric-sebold-federal-benefit-consultant-with-institute-for-financial-awareness-overcoming-financial-fears]]>899influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-laurene-breitkreutz-founder-of-your-wealth-refined-discussing-guaranteed-income-in-retirement--71234333
She started working at 16 to help her family make ends meet after her stepfather had an industrial accident. He went from bringing home $600 a week to $35. So she got a job, stayed in school, and figured out how to navigate a world that doesn’t wait for people to be ready.

She spent 31 years with AT&T — starting as a junior in high school, working her way up, and eventually retiring at 48 when they laid me off. She had a pension. I had time. And she was not going to spend it babysitting.

So Laurene went back to work. She has now had four careers. The one that shaped me most — before financial planning — was 13 years as a business consultant, walking into family-owned businesses and asking every uncomfortable question until people understood what they actually needed. She wasn’t the one with all the answers. She was the one who asked until the right answers surfaced.

That’s exactly what she does now.

For the past 13 years, she has been helping people build financial plans that actually hold up — through unexpected illnesses, market downturns, career changes, and the hard questions most advisors never ask. She started in mortgage protection, helping families make sure a mortgage wouldn’t become a crisis if someone got hurt or died. Now she works primarily with doctors and high-income professionals who are earning well but haven’t had time to build a real plan around what they’re earning.

Laurene’s philosophy is simple: Mission before commission. She doesn’t care how much she makes on a plan. She cares whether the plan is right for them. It took me three years to even notice how little she was getting paid by certain carriers — that’s how little she was focused on the money. What she focuses on is the outcome.

Laurene asks hard questions. she holds her clients accountable. And she show up every year at their anniversary to make sure they’re still on track — because a financial plan isn’t a one-time event. It’s a relationship.

Philosophy: Security Over Returns
Here’s what makes her different: she doesn’t chase returns. She builds security. Especially for doctors, people already have a high income. What they need isn’t more risk. They need a plan that protects what they’ve built, reduces what they owe to the IRS, and makes sure their family is never left scrambling. That’s what they build together.

Her primary focus is on doctors and high-income professionals between ages 30 and 50 — people who are earning well, living well, and haven’t sat down to build a real plan yet. Whether they’re worried about taxes, what happens if they can’t work, or just the creeping feeling that they’re missing something — I’m probably a good fit.

Learn more: https://www.yourwealthrefined.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-laurene-breitkreutz-founder-of-your-wealth-refined-discussing-guaranteed-income-in-retirement]]>https://api.spreaker.com/episode/71234333Fri, 10 Apr 2026 14:38:02 +0000Mike Saunders, MBALaurene didn’t take the traditional path into financial planning. She took the real one. She started working at 16 to help her family make ends meet after her stepfather had an industrial accident. He went from bringing home $600 a week to $35. So...
She started working at 16 to help her family make ends meet after her stepfather had an industrial accident. He went from bringing home $600 a week to $35. So she got a job, stayed in school, and figured out how to navigate a world that doesn’t wait for people to be ready.

She spent 31 years with AT&T — starting as a junior in high school, working her way up, and eventually retiring at 48 when they laid me off. She had a pension. I had time. And she was not going to spend it babysitting.

So Laurene went back to work. She has now had four careers. The one that shaped me most — before financial planning — was 13 years as a business consultant, walking into family-owned businesses and asking every uncomfortable question until people understood what they actually needed. She wasn’t the one with all the answers. She was the one who asked until the right answers surfaced.

That’s exactly what she does now.

For the past 13 years, she has been helping people build financial plans that actually hold up — through unexpected illnesses, market downturns, career changes, and the hard questions most advisors never ask. She started in mortgage protection, helping families make sure a mortgage wouldn’t become a crisis if someone got hurt or died. Now she works primarily with doctors and high-income professionals who are earning well but haven’t had time to build a real plan around what they’re earning.

Laurene’s philosophy is simple: Mission before commission. She doesn’t care how much she makes on a plan. She cares whether the plan is right for them. It took me three years to even notice how little she was getting paid by certain carriers — that’s how little she was focused on the money. What she focuses on is the outcome.

Laurene asks hard questions. she holds her clients accountable. And she show up every year at their anniversary to make sure they’re still on track — because a financial plan isn’t a one-time event. It’s a relationship.

Philosophy: Security Over Returns
Here’s what makes her different: she doesn’t chase returns. She builds security. Especially for doctors, people already have a high income. What they need isn’t more risk. They need a plan that protects what they’ve built, reduces what they owe to the IRS, and makes sure their family is never left scrambling. That’s what they build together.

Her primary focus is on doctors and high-income professionals between ages 30 and 50 — people who are earning well, living well, and haven’t sat down to build a real plan yet. Whether they’re worried about taxes, what happens if they can’t work, or just the creeping feeling that they’re missing something — I’m probably a good fit.

Learn more: https://www.yourwealthrefined.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-laurene-breitkreutz-founder-of-your-wealth-refined-discussing-guaranteed-income-in-retirement]]>958influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/eric-sebold-federal-benefit-consultant-with-institute-for-financial-awareness-building-a-legacy-beyond-wealth--71234241
Eric is a widely sought out speaker pertaining to the world of Federal Benefits and Retirement Planning. He is a Certified Educational Consultant (CEC) and a Federal Employee Benefits Consultant. He is a well-versed workshop veteran, teaching courses in many agencies across the D.C. metropolitan area.

Eric’s career in financial services started as a Chartered Federal Employee Benefits Consultant (ChFEBC). Eric is best known for his workshop entitled Federal Benefits Best Kept Secrets. Through his years of experience consulting for federal employees, Eric has developed tax saving strategies as well as estate conservation plans for hundreds of individuals throughout dozens of different agencies. He has also guided many federal employees through the complex steps of the retirement process. Eric has generously donated his time and expertise to the Institute for Financial Awareness.

Learn more: http://www.ifaonline.org/


Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/eric-sebold-federal-benefit-consultant-with-institute-for-financial-awareness-building-a-legacy-beyond-wealth]]>https://api.spreaker.com/episode/71234241Fri, 10 Apr 2026 14:30:50 +0000Mike Saunders, MBAEric Sebold is the Lead Workshop Educator for the Institute for Financial Awareness, one of the fastest growing 501(c)(3) nonprofits in the DC/Metro Area. Eric is a widely sought out speaker pertaining to the world of Federal Benefits and Retirement...
Eric is a widely sought out speaker pertaining to the world of Federal Benefits and Retirement Planning. He is a Certified Educational Consultant (CEC) and a Federal Employee Benefits Consultant. He is a well-versed workshop veteran, teaching courses in many agencies across the D.C. metropolitan area.

Eric’s career in financial services started as a Chartered Federal Employee Benefits Consultant (ChFEBC). Eric is best known for his workshop entitled Federal Benefits Best Kept Secrets. Through his years of experience consulting for federal employees, Eric has developed tax saving strategies as well as estate conservation plans for hundreds of individuals throughout dozens of different agencies. He has also guided many federal employees through the complex steps of the retirement process. Eric has generously donated his time and expertise to the Institute for Financial Awareness.

Learn more: http://www.ifaonline.org/


Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/eric-sebold-federal-benefit-consultant-with-institute-for-financial-awareness-building-a-legacy-beyond-wealth]]>803influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/grand-opening-a-new-reliefnow-disc-joint-nerve-flagship-launches-in-hamlin--71200867
With more than three decades of clinical experience, Dr. Shebovsky explains why this new center represents a shift away from fragmented, symptom-based care and toward a focused, condition-specific treatment model designed to reduce inflammation, accelerate healing, and restore function.

The discussion outlines how combining laser therapy, spinal decompression, and personalized care protocols can help patients avoid medications and surgery while addressing the underlying causes of pain.

What You’ll Learn

- Why the new Hamlin location was developed as a flagship Disc · Joint · Nerve center

- The difference between treating symptoms vs. addressing root causes

- How laser therapy supports healing at the cellular level

- Why spinal decompression is used for disc-related conditions

- What types of patients benefit most from non-surgical treatment approaches

- What to expect during an initial consultation and treatment plan

Key Topics Covered

- Chronic back and disc pain
- Joint degeneration and inflammation
- Neuropathy and nerve-related conditions
- Non-drug, non-surgical treatment pathways
- Personalized care vs. standardized treatment models

About Dr. Jeffrey N. Shebovsky

Dr. Jeffrey N. Shebovsky is a chiropractor with more than 30 years of experience in non-surgical pain management. Since 1994, he has helped patients find relief through conservative, personalized care programs.

As part of the ReliefNow® network, his focus is on developing treatment plans that address disc, joint, and nerve conditions using advanced technologies and integrated care strategies.

Location & Contact
ReliefNow® Disc · Joint · Nerve – Hamlin
Horizon West / Orlando, Florida
407-706-4944

Patients experiencing ongoing pain who are looking for alternatives to medication or surgery can schedule a consultation to determine whether they are a candidate for treatment at the new Hamlin flagship location.

The Optimal Health Show
https://businessinnovatorsradio.com/optimal-health-show/

Source: https://businessinnovatorsradio.com/grand-opening-a-new-reliefnow-disc-·-joint-·-nerve-flagship-launches-in-hamlin
]]>https://api.spreaker.com/episode/71200867Thu, 09 Apr 2026 02:17:47 +0000Mike Saunders, MBAThis episode features Dr. Jeffrey N. Shebovsky announcing the opening of the ReliefNow® Disc · Joint · Nerve Hamlin flagship location, bringing a structured, non-surgical approach to treating disc, joint, and nerve conditions to Central Florida. With...
With more than three decades of clinical experience, Dr. Shebovsky explains why this new center represents a shift away from fragmented, symptom-based care and toward a focused, condition-specific treatment model designed to reduce inflammation, accelerate healing, and restore function.

The discussion outlines how combining laser therapy, spinal decompression, and personalized care protocols can help patients avoid medications and surgery while addressing the underlying causes of pain.

What You’ll Learn

- Why the new Hamlin location was developed as a flagship Disc · Joint · Nerve center

- The difference between treating symptoms vs. addressing root causes

- How laser therapy supports healing at the cellular level

- Why spinal decompression is used for disc-related conditions

- What types of patients benefit most from non-surgical treatment approaches

- What to expect during an initial consultation and treatment plan

Key Topics Covered

- Chronic back and disc pain
- Joint degeneration and inflammation
- Neuropathy and nerve-related conditions
- Non-drug, non-surgical treatment pathways
- Personalized care vs. standardized treatment models

About Dr. Jeffrey N. Shebovsky

Dr. Jeffrey N. Shebovsky is a chiropractor with more than 30 years of experience in non-surgical pain management. Since 1994, he has helped patients find relief through conservative, personalized care programs.

As part of the ReliefNow® network, his focus is on developing treatment plans that address disc, joint, and nerve conditions using advanced technologies and integrated care strategies.

Location & Contact
ReliefNow® Disc · Joint · Nerve – Hamlin
Horizon West / Orlando, Florida
407-706-4944

Patients experiencing ongoing pain who are looking for alternatives to medication or surgery can schedule a consultation to determine whether they are a candidate for treatment at the new Hamlin flagship location.

The Optimal Health Show
https://businessinnovatorsradio.com/optimal-health-show/

Source: https://businessinnovatorsradio.com/grand-opening-a-new-reliefnow-disc-·-joint-·-nerve-flagship-launches-in-hamlin
]]>2086falsefullhttps://www.spreaker.com/episode/eric-sebold-federal-benefit-consultant-with-institute-for-financial-awareness-tax-savings-strategies-for-long-term-wealth--71200757
Eric is a widely sought out speaker pertaining to the world of Federal Benefits and Retirement Planning. He is a Certified Educational Consultant (CEC) and a Federal Employee Benefits Consultant. He is a well-versed workshop veteran, teaching courses in many agencies across the D.C. metropolitan area.

Eric’s career in financial services started as a Chartered Federal Employee Benefits Consultant (ChFEBC). Eric is best known for his workshop entitled Federal Benefits Best Kept Secrets. Through his years of experience consulting for federal employees, Eric has developed tax saving strategies as well as estate conservation plans for hundreds of individuals throughout dozens of different agencies. He has also guided many federal employees through the complex steps of the retirement process. Eric has generously donated his time and expertise to the Institute for Financial Awareness.

Learn more: http://www.ifaonline.org/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/eric-sebold-federal-benefit-consultant-with-institute-for-financial-awareness-tax-savings-strategies-for-long-term-wealth]]>https://api.spreaker.com/episode/71200757Thu, 09 Apr 2026 02:06:55 +0000Mike Saunders, MBAEric Sebold is the Lead Workshop Educator for the Institute for Financial Awareness, one of the fastest growing 501(c)(3) nonprofits in the DC/Metro Area. Eric is a widely sought out speaker pertaining to the world of Federal Benefits and Retirement...
Eric is a widely sought out speaker pertaining to the world of Federal Benefits and Retirement Planning. He is a Certified Educational Consultant (CEC) and a Federal Employee Benefits Consultant. He is a well-versed workshop veteran, teaching courses in many agencies across the D.C. metropolitan area.

Eric’s career in financial services started as a Chartered Federal Employee Benefits Consultant (ChFEBC). Eric is best known for his workshop entitled Federal Benefits Best Kept Secrets. Through his years of experience consulting for federal employees, Eric has developed tax saving strategies as well as estate conservation plans for hundreds of individuals throughout dozens of different agencies. He has also guided many federal employees through the complex steps of the retirement process. Eric has generously donated his time and expertise to the Institute for Financial Awareness.

Learn more: http://www.ifaonline.org/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/eric-sebold-federal-benefit-consultant-with-institute-for-financial-awareness-tax-savings-strategies-for-long-term-wealth]]>1141influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-jack-peregrim-founder-of-fourth-quarter-advisors-discussing-3-retirement-strategies-nobody-talks-about--71199081
On his ‘retirement’ he personally recognized the complexity in Social Security options as well as Medicare. And, there is very little support and education available other than that offered by individuals and organization driven by revenue received for selling products and services.

Jack and others are trained and committed with Certified Financial Fiduciary® designations. And, we are volunteer presenters for workshops sponsored by a number of non-profits which are non-profit 501(C)3 organizations and support programs in a wide range of retirement issues.

Jack is a Certified Financial Fiduciary ™ in addition to his involvement in numerous professional and personal organizations.

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

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-jack-peregrim-founder-of-fourth-quarter-advisors-discussing-3-retirement-strategies-nobody-talks-about]]>https://api.spreaker.com/episode/71199081Thu, 09 Apr 2026 00:09:21 +0000Mike Saunders, MBAJack Peregrim is the founder and President of Fourth Quarter Advisors and he has a long career in business and strategy including his 30 years as the founder and owner of PARAGON Development which focused on providing strategic management services to...
On his ‘retirement’ he personally recognized the complexity in Social Security options as well as Medicare. And, there is very little support and education available other than that offered by individuals and organization driven by revenue received for selling products and services.

Jack and others are trained and committed with Certified Financial Fiduciary® designations. And, we are volunteer presenters for workshops sponsored by a number of non-profits which are non-profit 501(C)3 organizations and support programs in a wide range of retirement issues.

Jack is a Certified Financial Fiduciary ™ in addition to his involvement in numerous professional and personal organizations.

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

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-jack-peregrim-founder-of-fourth-quarter-advisors-discussing-3-retirement-strategies-nobody-talks-about]]>1709influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-jack-peregrim-founder-of-fourth-quarter-advisors-discussing-annuities-reimagined--71198936
On his ‘retirement’ he personally recognized the complexity in Social Security options as well as Medicare. And, there is very little support and education available other than that offered by individuals and organization driven by revenue received for selling products and services.

Jack and others are trained and committed with Certified Financial Fiduciary® designations. And, we are volunteer presenters for workshops sponsored by a number of non-profits which are non-profit 501(C)3 organizations and support programs in a wide range of retirement issues.

Jack is a Certified Financial Fiduciary ™ in addition to his involvement in numerous professional and personal organizations.

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

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-jack-peregrim-founder-of-fourth-quarter-advisors-discussing-annuities-reimagined]]>https://api.spreaker.com/episode/71198936Wed, 08 Apr 2026 23:59:37 +0000Mike Saunders, MBAJack Peregrim is the founder and President of Fourth Quarter Advisors and he has a long career in business and strategy including his 30 years as the founder and owner of PARAGON Development which focused on providing strategic management services to...
On his ‘retirement’ he personally recognized the complexity in Social Security options as well as Medicare. And, there is very little support and education available other than that offered by individuals and organization driven by revenue received for selling products and services.

Jack and others are trained and committed with Certified Financial Fiduciary® designations. And, we are volunteer presenters for workshops sponsored by a number of non-profits which are non-profit 501(C)3 organizations and support programs in a wide range of retirement issues.

Jack is a Certified Financial Fiduciary ™ in addition to his involvement in numerous professional and personal organizations.

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

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-jack-peregrim-founder-of-fourth-quarter-advisors-discussing-annuities-reimagined]]>1517influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-jack-peregrim-founder-of-fourth-quarter-advisors-discussing-the-retirement-triangle--71165706
On his ‘retirement’ he personally recognized the complexity in Social Security options as well as Medicare. And, there is very little support and education available other than that offered by individuals and organization driven by revenue received for selling products and services.

Jack and others are trained and committed with Certified Financial Fiduciary® designations. And, we are volunteer presenters for workshops sponsored by a number of non-profits which are non-profit 501(C)3 organizations and support programs in a wide range of retirement issues.

Jack is a Certified Financial Fiduciary ™ in addition to his involvement in numerous professional and personal organizations.

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

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-jack-peregrim-founder-of-fourth-quarter-advisors-discussing-the-retirement-triangle]]>https://api.spreaker.com/episode/71165706Tue, 07 Apr 2026 20:06:39 +0000Mike Saunders, MBAJack Peregrim is the founder and President of Fourth Quarter Advisors and he has a long career in business and strategy including his 30 years as the founder and owner of PARAGON Development which focused on providing strategic management services to...
On his ‘retirement’ he personally recognized the complexity in Social Security options as well as Medicare. And, there is very little support and education available other than that offered by individuals and organization driven by revenue received for selling products and services.

Jack and others are trained and committed with Certified Financial Fiduciary® designations. And, we are volunteer presenters for workshops sponsored by a number of non-profits which are non-profit 501(C)3 organizations and support programs in a wide range of retirement issues.

Jack is a Certified Financial Fiduciary ™ in addition to his involvement in numerous professional and personal organizations.

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

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-jack-peregrim-founder-of-fourth-quarter-advisors-discussing-the-retirement-triangle]]>1443influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-jack-peregrim-founder-of-fourth-quarter-advisors-discussing-social-security-as-an-investment--71165498
On his ‘retirement’ he personally recognized the complexity in Social Security options as well as Medicare. And, there is very little support and education available other than that offered by individuals and organization driven by revenue received for selling products and services.

Jack and others are trained and committed with Certified Financial Fiduciary® designations. And, we are volunteer presenters for workshops sponsored by a number of non-profits which are non-profit 501(C)3 organizations and support programs in a wide range of retirement issues.

Jack is a Certified Financial Fiduciary ™ in addition to his involvement in numerous professional and personal organizations.

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

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-jack-peregrim-founder-of-fourth-quarter-advisors-discussing-social-security-as-an-investment]]>https://api.spreaker.com/episode/71165498Tue, 07 Apr 2026 19:52:37 +0000Mike Saunders, MBAJack Peregrim is the founder and President of Fourth Quarter Advisors and he has a long career in business and strategy including his 30 years as the founder and owner of PARAGON Development which focused on providing strategic management services to...
On his ‘retirement’ he personally recognized the complexity in Social Security options as well as Medicare. And, there is very little support and education available other than that offered by individuals and organization driven by revenue received for selling products and services.

Jack and others are trained and committed with Certified Financial Fiduciary® designations. And, we are volunteer presenters for workshops sponsored by a number of non-profits which are non-profit 501(C)3 organizations and support programs in a wide range of retirement issues.

Jack is a Certified Financial Fiduciary ™ in addition to his involvement in numerous professional and personal organizations.

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

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-jack-peregrim-founder-of-fourth-quarter-advisors-discussing-social-security-as-an-investment]]>1932influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-jack-peregrim-founder-of-fourth-quarter-advisors-discussing-invisible-money--71134088
On his ‘retirement’ he personally recognized the complexity in Social Security options as well as Medicare. And, there is very little support and education available other than that offered by individuals and organization driven by revenue received for selling products and services.

Jack and others are trained and committed with Certified Financial Fiduciary® designations. And, we are volunteer presenters for workshops sponsored by a number of non-profits which are non-profit 501(C)3 organizations and support programs in a wide range of retirement issues.

Jack is a Certified Financial Fiduciary ™ in addition to his involvement in numerous professional and personal organizations.

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

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-jack-peregrim-founder-of-fourth-quarter-advisors-discussing-invisible-money]]>https://api.spreaker.com/episode/71134088Mon, 06 Apr 2026 15:20:53 +0000Mike Saunders, MBAJack Peregrim is the founder and President of Fourth Quarter Advisors and he has a long career in business and strategy including his 30 years as the founder and owner of PARAGON Development which focused on providing strategic management services to...
On his ‘retirement’ he personally recognized the complexity in Social Security options as well as Medicare. And, there is very little support and education available other than that offered by individuals and organization driven by revenue received for selling products and services.

Jack and others are trained and committed with Certified Financial Fiduciary® designations. And, we are volunteer presenters for workshops sponsored by a number of non-profits which are non-profit 501(C)3 organizations and support programs in a wide range of retirement issues.

Jack is a Certified Financial Fiduciary ™ in addition to his involvement in numerous professional and personal organizations.

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

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-jack-peregrim-founder-of-fourth-quarter-advisors-discussing-invisible-money]]>1940influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-carlos-lopez-sr-advisor-with-mah-financial-services-discussing-serving-the-underserved--71072771
His transition into financial planning was born from a deeply personal mission. After witnessing his own parents lose their security to a predatory advisor, Carlos realized his true calling. He traded the lecture hall for the planning table, dedicating his career to ensuring no other family would have to experience that same sense of vulnerability.

Today, Carlos and his senior partner, Marc Hernandez, lead a firm dedicated to serving the underserved. Carlos uses his background in teaching to break down complex financial concepts into clear, empowering strategies, ensuring every client truly understands where their money is going.

For Carlos, “service” is more than a buzzword—it is a proactive commitment. He works tirelessly to keep his clients’ goals on track, providing the constant guidance and honest protection necessary to help them reach true financial independence.

Learn more: https://www.mahfinancial.biz/

Investment advisory and financial planning services are offered through Simplicity Wealth, LLC, an SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm nor does it indicate that the adviser has attained a particular level of skill or ability. Insurance, Consulting and Education services offered through MAH Financial. MAH Financial is an unaffiliated entity from Simplicity Wealth. Clicking the “Like” button does not constitute a testimonial for or endorsement of our investment advisory firm, any associated person, or our services. Clicking the “Like” button is merely a mechanism to circulate our page. “Like” is not meant in the traditional sense. In addition, postings to our page must refrain from recommending us or providing testimonials for our investment advisory firm. Because the SEC and state securities regulators generally prohibit testimonials, any such postings are subject to swift removal. This podcast is for informational purposes only and does not constitute a recommendation to buy or sell any financial product. All examples are hypothetical and intended to illustrate potential outcomes under specific assumptions. Actual results will vary. Indexed universal life insurance policies are subject to fees, caps, and charges. Loans and withdrawals may reduce the death benefit and could result in a taxable event. Please consult a licensed financial advisor and tax professional before implementing any strategy discussed. Roth conversions may not be appropriate for everyone and should be evaluated based on your specific tax situation.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-carlos-lopez-sr-advisor-with-mah-financial-services-discussing-serving-the-underserved]]>https://api.spreaker.com/episode/71072771Thu, 02 Apr 2026 23:06:28 +0000Mike Saunders, MBACarlos Lopez believes that financial clarity is a right, not a privilege. Before entering the financial world, Carlos spent eight years as a university professor, a chapter of his life that defined his approach to wealth management: education first....
His transition into financial planning was born from a deeply personal mission. After witnessing his own parents lose their security to a predatory advisor, Carlos realized his true calling. He traded the lecture hall for the planning table, dedicating his career to ensuring no other family would have to experience that same sense of vulnerability.

Today, Carlos and his senior partner, Marc Hernandez, lead a firm dedicated to serving the underserved. Carlos uses his background in teaching to break down complex financial concepts into clear, empowering strategies, ensuring every client truly understands where their money is going.

For Carlos, “service” is more than a buzzword—it is a proactive commitment. He works tirelessly to keep his clients’ goals on track, providing the constant guidance and honest protection necessary to help them reach true financial independence.

Learn more: https://www.mahfinancial.biz/

Investment advisory and financial planning services are offered through Simplicity Wealth, LLC, an SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm nor does it indicate that the adviser has attained a particular level of skill or ability. Insurance, Consulting and Education services offered through MAH Financial. MAH Financial is an unaffiliated entity from Simplicity Wealth. Clicking the “Like” button does not constitute a testimonial for or endorsement of our investment advisory firm, any associated person, or our services. Clicking the “Like” button is merely a mechanism to circulate our page. “Like” is not meant in the traditional sense. In addition, postings to our page must refrain from recommending us or providing testimonials for our investment advisory firm. Because the SEC and state securities regulators generally prohibit testimonials, any such postings are subject to swift removal. This podcast is for informational purposes only and does not constitute a recommendation to buy or sell any financial product. All examples are hypothetical and intended to illustrate potential outcomes under specific assumptions. Actual results will vary. Indexed universal life insurance policies are subject to fees, caps, and charges. Loans and withdrawals may reduce the death benefit and could result in a taxable event. Please consult a licensed financial advisor and tax professional before implementing any strategy discussed. Roth conversions may not be appropriate for everyone and should be evaluated based on your specific tax situation.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-carlos-lopez-sr-advisor-with-mah-financial-services-discussing-serving-the-underserved]]>1535influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-jack-peregrim-founder-of-fourth-quarter-advisors-discussing-medicare-decoded--71072701
On his ‘retirement’ he personally recognized the complexity in Social Security options as well as Medicare. And, there is very little support and education available other than that offered by individuals and organization driven by revenue received for selling products and services.

Jack and others are trained and committed with Certified Financial Fiduciary® designations. And, we are volunteer presenters for workshops sponsored by a number of non-profits which are non-profit 501(C)3 organizations and support programs in a wide range of retirement issues.

Jack is a Certified Financial Fiduciary ™ in addition to his involvement in numerous professional and personal organizations.

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

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-jack-peregrim-founder-of-fourth-quarter-advisors-discussing-medicare-decoded]]>https://api.spreaker.com/episode/71072701Thu, 02 Apr 2026 22:57:28 +0000Mike Saunders, MBAJack Peregrim is the founder and President of Fourth Quarter Advisors and he has a long career in business and strategy including his 30 years as the founder and owner of PARAGON Development which focused on providing strategic management services to...
On his ‘retirement’ he personally recognized the complexity in Social Security options as well as Medicare. And, there is very little support and education available other than that offered by individuals and organization driven by revenue received for selling products and services.

Jack and others are trained and committed with Certified Financial Fiduciary® designations. And, we are volunteer presenters for workshops sponsored by a number of non-profits which are non-profit 501(C)3 organizations and support programs in a wide range of retirement issues.

Jack is a Certified Financial Fiduciary ™ in addition to his involvement in numerous professional and personal organizations.

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

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-jack-peregrim-founder-of-fourth-quarter-advisors-discussing-medicare-decoded]]>1880influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-jack-peregrim-founder-of-fourth-quarter-advisors-discussing-why-retirement-is-not-what-you-think--71072559
On his ‘retirement’ he personally recognized the complexity in Social Security options as well as Medicare. And, there is very little support and education available other than that offered by individuals and organization driven by revenue received for selling products and services.

Jack and others are trained and committed with Certified Financial Fiduciary® designations. And, we are volunteer presenters for workshops sponsored by a number of non-profits which are non-profit 501(C)3 organizations and support programs in a wide range of retirement issues.

Jack is a Certified Financial Fiduciary ™ in addition to his involvement in numerous professional and personal organizations.

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

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-jack-peregrim-founder-of-fourth-quarter-advisors-discussing-why-retirement-is-not-what-you-think]]>https://api.spreaker.com/episode/71072559Thu, 02 Apr 2026 22:47:08 +0000Mike Saunders, MBAJack Peregrim is the founder and President of Fourth Quarter Advisors and he has a long career in business and strategy including his 30 years as the founder and owner of PARAGON Development which focused on providing strategic management services to...
On his ‘retirement’ he personally recognized the complexity in Social Security options as well as Medicare. And, there is very little support and education available other than that offered by individuals and organization driven by revenue received for selling products and services.

Jack and others are trained and committed with Certified Financial Fiduciary® designations. And, we are volunteer presenters for workshops sponsored by a number of non-profits which are non-profit 501(C)3 organizations and support programs in a wide range of retirement issues.

Jack is a Certified Financial Fiduciary ™ in addition to his involvement in numerous professional and personal organizations.

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

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-jack-peregrim-founder-of-fourth-quarter-advisors-discussing-why-retirement-is-not-what-you-think]]>2098influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/rick-miller-founder-of-miller-wealth-planning-discussing-financial-planning-is-risk-management--71021247
These risks include: tax risk; market risk; longevity risk (running out of money); inflation risk; long-term care risk; lawsuit risk; and loss of income risk, among others. Your freedom from worry is our objective.

Rick’s credentials include: Certificate in Financial Planning; IRMAA Certified Planner; Certified Dementia Practitioner, and Investment Advisor Representative.

Rick has Master’s degree in English and Counseling, along with broad experience in business creation, real estate investing, and more.

Learn more: http://millerwealthplanning.com

The opinions expressed on this show by the host and Fredric W. (Rick) Miller are their own and do not reflect the opinions of this radio or television station. All statements and opinions expressed are based upon information believed to be reliable. Although it should not be relied upon as such. Any statements or opinions are subject to change without notice.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/rick-miller-founder-of-miller-wealth-planning-discussing-financial-planning-is-risk-management]]>https://api.spreaker.com/episode/71021247Tue, 31 Mar 2026 15:03:02 +0000Mike Saunders, MBAAt Miller Wealth Planning, we provide Doctors, business owners, and other high-net-worth individuals a comprehensive, bullet-proof financial plan. Rick has put together an exceptionally talented and experienced team to show you how to manage the...
These risks include: tax risk; market risk; longevity risk (running out of money); inflation risk; long-term care risk; lawsuit risk; and loss of income risk, among others. Your freedom from worry is our objective.

Rick’s credentials include: Certificate in Financial Planning; IRMAA Certified Planner; Certified Dementia Practitioner, and Investment Advisor Representative.

Rick has Master’s degree in English and Counseling, along with broad experience in business creation, real estate investing, and more.

Learn more: http://millerwealthplanning.com

The opinions expressed on this show by the host and Fredric W. (Rick) Miller are their own and do not reflect the opinions of this radio or television station. All statements and opinions expressed are based upon information believed to be reliable. Although it should not be relied upon as such. Any statements or opinions are subject to change without notice.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/rick-miller-founder-of-miller-wealth-planning-discussing-financial-planning-is-risk-management]]>1277influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/rick-miller-founder-of-miller-wealth-planning-discussing-understanding-irmaa--71021157
These risks include: tax risk; market risk; longevity risk (running out of money); inflation risk; long-term care risk; lawsuit risk; and loss of income risk, among others. Your freedom from worry is our objective.

Rick’s credentials include: Certificate in Financial Planning; IRMAA Certified Planner; Certified Dementia Practitioner, and Investment Advisor Representative.

Rick has a Master’s degree in English and Counseling, along with broad experience in business creation, real estate investing, and more.

Learn more: http://millerwealthplanning.com

The opinions expressed on this show by the host and Fredric W. (Rick) Miller are their own and do not reflect the opinions of this radio or television station. All statements and opinions expressed are based upon information believed to be reliable. Although it should not be relied upon as such. Any statements or opinions are subject to change without notice.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/rick-miller-founder-of-miller-wealth-planning-discussing-understanding-irmaa]]>https://api.spreaker.com/episode/71021157Tue, 31 Mar 2026 14:56:18 +0000Mike Saunders, MBAAt Miller Wealth Planning, we provide Doctors, business owners, and other high-net-worth individuals a comprehensive, bullet-proof financial plan. Rick has put together an exceptionally talented and experienced team to show you how to manage the...
These risks include: tax risk; market risk; longevity risk (running out of money); inflation risk; long-term care risk; lawsuit risk; and loss of income risk, among others. Your freedom from worry is our objective.

Rick’s credentials include: Certificate in Financial Planning; IRMAA Certified Planner; Certified Dementia Practitioner, and Investment Advisor Representative.

Rick has a Master’s degree in English and Counseling, along with broad experience in business creation, real estate investing, and more.

Learn more: http://millerwealthplanning.com

The opinions expressed on this show by the host and Fredric W. (Rick) Miller are their own and do not reflect the opinions of this radio or television station. All statements and opinions expressed are based upon information believed to be reliable. Although it should not be relied upon as such. Any statements or opinions are subject to change without notice.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/rick-miller-founder-of-miller-wealth-planning-discussing-understanding-irmaa]]>1251influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/rick-miller-founder-of-miller-wealth-planning-discussing-hedging-the-long-term-care-risk--71020692
These risks include: tax risk; market risk; longevity risk (running out of money); inflation risk; long-term care risk; lawsuit risk; and loss of income risk, among others. Your freedom from worry is our objective.

Rick’s credentials include: Certificate in Financial Planning; IRMAA Certified Planner; Certified Dementia Practitioner, and Investment Advisor Representative.

Rick has Master’s degrees in English and Counseling along with broad experience in business creation, real estate investing and more.

Learn more: http://millerwealthplanning.com

The opinions expressed on this show by the host and Fredric W. (Rick) Miller are their own and do not reflect the opinions of this radio or television station. All statements and opinions expressed are based upon information believed to be reliable. Although it should not be relied upon as such. Any statements or opinions are subject to change without notice.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/rick-miller-founder-of-miller-wealth-planning-discussing-hedging-the-long-term-care-risk]]>https://api.spreaker.com/episode/71020692Tue, 31 Mar 2026 14:39:55 +0000Mike Saunders, MBAAt Miller Wealth Planning, we provide Doctors, business owners and other high net worth individuals a comprehensive, bullet-proof financial plan. Rick has put together an exceptionally talented and experienced team to show you how to manage the...
These risks include: tax risk; market risk; longevity risk (running out of money); inflation risk; long-term care risk; lawsuit risk; and loss of income risk, among others. Your freedom from worry is our objective.

Rick’s credentials include: Certificate in Financial Planning; IRMAA Certified Planner; Certified Dementia Practitioner, and Investment Advisor Representative.

Rick has Master’s degrees in English and Counseling along with broad experience in business creation, real estate investing and more.

Learn more: http://millerwealthplanning.com

The opinions expressed on this show by the host and Fredric W. (Rick) Miller are their own and do not reflect the opinions of this radio or television station. All statements and opinions expressed are based upon information believed to be reliable. Although it should not be relied upon as such. Any statements or opinions are subject to change without notice.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/rick-miller-founder-of-miller-wealth-planning-discussing-hedging-the-long-term-care-risk]]>1648influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-david-denning-co-founder-of-jumpstart-go--71020521
Learn more: https://jumpstartgonow.com/action-call/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-david-denning-co-founder-of-jumpstart-go]]>https://api.spreaker.com/episode/71020521Tue, 31 Mar 2026 14:29:50 +0000Mike Saunders, MBADavid Denning is the co-founder of Jumpstart Go, along with his wife and partner, Elle. They help insurance agents and agencies build a predictable pipeline without buying leads or cold calling. Their strategies focus on practical organic social media...
Learn more: https://jumpstartgonow.com/action-call/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-david-denning-co-founder-of-jumpstart-go]]>1150influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-marc-hernandez-founder-of-mah-financial-services-risk-tolerance-in-retirement--70902381
Learn more: http://mahfinancial.biz/

Investment advisory and financial planning services are offered through Simplicity Wealth, LLC, an SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm nor does it indicate that the adviser has attained a particular level of skill or ability. Insurance, Consulting and Education services offered through MAH Financial. MAH Financial is an unaffiliated entity from Simplicity Wealth. Clicking the “Like” button does not constitute a testimonial for or endorsement of our investment advisory firm, any associated person, or our services. Clicking the “Like” button is merely a mechanism to circulate our page. “Like” is not meant in the traditional sense. In addition, postings to our page must refrain from recommending us or providing testimonials for our investment advisory firm. Because the SEC and state securities regulators generally prohibit testimonials, any such postings are subject to swift removal.

Based on the current video frame, here is the full transcription of the legal disclaimer:
This podcast is for informational purposes only and does not constitute a recommendation to buy or sell any financial product. All examples are hypothetical and intended to illustrate potential outcomes under specific assumptions. Actual results will vary. Indexed universal life insurance policies are subject to fees, caps, and charges. Loans and withdrawals may reduce the death benefit and could result in a taxable event. Please consult a licensed financial advisor and tax professional before implementing any strategy discussed. Roth conversions may not be appropriate for everyone and should be evaluated based on your specific tax situation.


Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-marc-hernandez-founder-of-mah-financial-services-risk-tolerance-in-retirement]]>https://api.spreaker.com/episode/70902381Thu, 26 Mar 2026 18:38:54 +0000Mike Saunders, MBAIntegrity and precision are the cornerstones of MAH Financial. Our philosophy is “Serving the Underserved”. Whether you’re starting to save for retirement or nearing the end, we provide comprehensive financial consulting designed to protect and grow...
Learn more: http://mahfinancial.biz/

Investment advisory and financial planning services are offered through Simplicity Wealth, LLC, an SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm nor does it indicate that the adviser has attained a particular level of skill or ability. Insurance, Consulting and Education services offered through MAH Financial. MAH Financial is an unaffiliated entity from Simplicity Wealth. Clicking the “Like” button does not constitute a testimonial for or endorsement of our investment advisory firm, any associated person, or our services. Clicking the “Like” button is merely a mechanism to circulate our page. “Like” is not meant in the traditional sense. In addition, postings to our page must refrain from recommending us or providing testimonials for our investment advisory firm. Because the SEC and state securities regulators generally prohibit testimonials, any such postings are subject to swift removal.

Based on the current video frame, here is the full transcription of the legal disclaimer:
This podcast is for informational purposes only and does not constitute a recommendation to buy or sell any financial product. All examples are hypothetical and intended to illustrate potential outcomes under specific assumptions. Actual results will vary. Indexed universal life insurance policies are subject to fees, caps, and charges. Loans and withdrawals may reduce the death benefit and could result in a taxable event. Please consult a licensed financial advisor and tax professional before implementing any strategy discussed. Roth conversions may not be appropriate for everyone and should be evaluated based on your specific tax situation.


Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-marc-hernandez-founder-of-mah-financial-services-risk-tolerance-in-retirement]]>1101influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-marc-hernandez-founder-of-mah-financial-services-determining-if-an-annuity-is-outdated--70902017
Learn more: http://mahfinancial.biz/

Investment advisory and financial planning services are offered through Simplicity Wealth, LLC, an SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm nor does it indicate that the adviser has attained a particular level of skill or ability. Insurance, Consulting and Education services offered through MAH Financial. MAH Financial is an unaffiliated entity from Simplicity Wealth. Clicking the “Like” button does not constitute a testimonial for or endorsement of our investment advisory firm, any associated person, or our services. Clicking the “Like” button is merely a mechanism to circulate our page. “Like” is not meant in the traditional sense. In addition, postings to our page must refrain from recommending us or providing testimonials for our investment advisory firm. Because the SEC and state securities regulators generally prohibit testimonials, any such postings are subject to swift removal.
Based on the current video frame, here is the full transcription of the legal disclaimer:
This podcast is for informational purposes only and does not constitute a recommendation to buy or sell any financial product. All examples are hypothetical and intended to illustrate potential outcomes under specific assumptions. Actual results will vary. Indexed universal life insurance policies are subject to fees, caps, and charges. Loans and withdrawals may reduce the death benefit and could result in a taxable event. Please consult a licensed financial advisor and tax professional before implementing any strategy discussed. Roth conversions may not be appropriate for everyone and should be evaluated based on your specific tax situation.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-marc-hernandez-founder-of-mah-financial-services-determining-if-an-annuity-is-outdated]]>https://api.spreaker.com/episode/70902017Thu, 26 Mar 2026 18:28:35 +0000Mike Saunders, MBAntegrity and precision are the cornerstones of MAH Financial. Our philosophy is “Serving the Underserved”. Whether you’re starting to save for retirement or nearing the end, we provide comprehensive financial consulting designed to protect and grow...
Learn more: http://mahfinancial.biz/

Investment advisory and financial planning services are offered through Simplicity Wealth, LLC, an SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm nor does it indicate that the adviser has attained a particular level of skill or ability. Insurance, Consulting and Education services offered through MAH Financial. MAH Financial is an unaffiliated entity from Simplicity Wealth. Clicking the “Like” button does not constitute a testimonial for or endorsement of our investment advisory firm, any associated person, or our services. Clicking the “Like” button is merely a mechanism to circulate our page. “Like” is not meant in the traditional sense. In addition, postings to our page must refrain from recommending us or providing testimonials for our investment advisory firm. Because the SEC and state securities regulators generally prohibit testimonials, any such postings are subject to swift removal.
Based on the current video frame, here is the full transcription of the legal disclaimer:
This podcast is for informational purposes only and does not constitute a recommendation to buy or sell any financial product. All examples are hypothetical and intended to illustrate potential outcomes under specific assumptions. Actual results will vary. Indexed universal life insurance policies are subject to fees, caps, and charges. Loans and withdrawals may reduce the death benefit and could result in a taxable event. Please consult a licensed financial advisor and tax professional before implementing any strategy discussed. Roth conversions may not be appropriate for everyone and should be evaluated based on your specific tax situation.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-marc-hernandez-founder-of-mah-financial-services-determining-if-an-annuity-is-outdated]]>1272influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-marc-hernandez-founder-of-mah-financial-services-how-ai-displacements-may-impact-retirement--70834705
Learn more: http://mahfinancial.biz/

Investment advisory and financial planning services are offered through Simplicity Wealth, LLC, an SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm nor does it indicate that the adviser has attained a particular level of skill or ability. Insurance, Consulting and Education services offered through MAH Financial. MAH Financial is an unaffiliated entity from Simplicity Wealth. Clicking the “Like” button does not constitute a testimonial for or endorsement of our investment advisory firm, any associated person, or our services. Clicking the “Like” button is merely a mechanism to circulate our page. “Like” is not meant in the traditional sense. In addition, postings to our page must refrain from recommending us or providing testimonials for our investment advisory firm. Because the SEC and state securities regulators generally prohibit testimonials, any such postings are subject to swift removal.

Based on the current video frame, here is the full transcription of the legal disclaimer:
This podcast is for informational purposes only and does not constitute a recommendation to buy or sell any financial product. All examples are hypothetical and intended to illustrate potential outcomes under specific assumptions. Actual results will vary. Indexed universal life insurance policies are subject to fees, caps, and charges. Loans and withdrawals may reduce the death benefit and could result in a taxable event. Please consult a licensed financial advisor and tax professional before implementing any strategy discussed. Roth conversions may not be appropriate for everyone and should be evaluated based on your specific tax situation.


Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-marc-hernandez-founder-of-mah-financial-services-how-ai-displacements-may-impact-retirement]]>https://api.spreaker.com/episode/70834705Mon, 23 Mar 2026 18:29:47 +0000Mike Saunders, MBAIntegrity and precision are the cornerstones of MAH Financial. Our philosophy is “Serving the Underserved”. Whether you’re starting to save for retirement or nearing the end, we provide comprehensive financial consulting designed to protect and grow...
Learn more: http://mahfinancial.biz/

Investment advisory and financial planning services are offered through Simplicity Wealth, LLC, an SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm nor does it indicate that the adviser has attained a particular level of skill or ability. Insurance, Consulting and Education services offered through MAH Financial. MAH Financial is an unaffiliated entity from Simplicity Wealth. Clicking the “Like” button does not constitute a testimonial for or endorsement of our investment advisory firm, any associated person, or our services. Clicking the “Like” button is merely a mechanism to circulate our page. “Like” is not meant in the traditional sense. In addition, postings to our page must refrain from recommending us or providing testimonials for our investment advisory firm. Because the SEC and state securities regulators generally prohibit testimonials, any such postings are subject to swift removal.

Based on the current video frame, here is the full transcription of the legal disclaimer:
This podcast is for informational purposes only and does not constitute a recommendation to buy or sell any financial product. All examples are hypothetical and intended to illustrate potential outcomes under specific assumptions. Actual results will vary. Indexed universal life insurance policies are subject to fees, caps, and charges. Loans and withdrawals may reduce the death benefit and could result in a taxable event. Please consult a licensed financial advisor and tax professional before implementing any strategy discussed. Roth conversions may not be appropriate for everyone and should be evaluated based on your specific tax situation.


Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-marc-hernandez-founder-of-mah-financial-services-how-ai-displacements-may-impact-retirement]]>1292influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-jeremy-lach-president-of-empire-marketing-partners-scaling-to-8-figure-annuity-production-without-burning-out--70598411
In 2001, Jeremy transitioned into the wholesale channel with American Financial in Minneapolis; a move that shaped the trajectory of my career. Since then, He has dedicated myself to helping independent insurance reps, Advisor Representatives (IARs), RIAs, and Registered Representatives grow their businesses with intention and discipline.

In today’s IMO world, support often comes *after* they’ve already proven themselves. Empire was built to change that.

Jeremy believes in identifying talent early and backing it immediately, not waiting until production numbers make the decision easy. At Empire Marketing Partners, they support advisors at launch and throughout their growth by being a stable, strategic partner from day one.

He is committed to proving that through service, experience, and consistency, they bring more value than anyone else in the space. This isn’t transactional. They operate like family, and their actions reflect that commitment every step of the way.

Today, Jeremy focused not only on supporting advisors operationally, but also on strengthening his brand and influence within the industry—aligning with like-minded professionals and firms who are committed to growth, excellence, and long-term impact.

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

Jeremy Lach is the Founder of Empire Marketing Partners, an independent marketing organization (IMO) that supports licensed insurance professionals. The views and opinions expressed in this podcast/interview are for informational and educational purposes only and should not be construed as individualized investment, tax, or legal advice. Empire Marketing Partners does not provide direct financial planning or investment advisory services to the public. Insurance and annuity products are offered through properly licensed insurance professionals and are subject to state availability, carrier underwriting guidelines, and suitability requirements. Guarantees referenced, if any, are backed solely by the financial strength and claims-paying ability of the issuing insurance carrier. Financial professionals and consumers should consult their own qualified advisors regarding their specific situation before making any financial decisions.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-jeremy-lach-president-of-empire-marketing-partners-scaling-to-8-figure-annuity-production-without-burning-out]]>https://api.spreaker.com/episode/70598411Wed, 11 Mar 2026 19:34:25 +0000Mike Saunders, MBAJeremy has spent more than 20 years in the financial services industry building, scaling, and strengthening distribution channels for independent financial professionals across the country. His career began in retail financial services in 1999,...
In 2001, Jeremy transitioned into the wholesale channel with American Financial in Minneapolis; a move that shaped the trajectory of my career. Since then, He has dedicated myself to helping independent insurance reps, Advisor Representatives (IARs), RIAs, and Registered Representatives grow their businesses with intention and discipline.

In today’s IMO world, support often comes *after* they’ve already proven themselves. Empire was built to change that.

Jeremy believes in identifying talent early and backing it immediately, not waiting until production numbers make the decision easy. At Empire Marketing Partners, they support advisors at launch and throughout their growth by being a stable, strategic partner from day one.

He is committed to proving that through service, experience, and consistency, they bring more value than anyone else in the space. This isn’t transactional. They operate like family, and their actions reflect that commitment every step of the way.

Today, Jeremy focused not only on supporting advisors operationally, but also on strengthening his brand and influence within the industry—aligning with like-minded professionals and firms who are committed to growth, excellence, and long-term impact.

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

Jeremy Lach is the Founder of Empire Marketing Partners, an independent marketing organization (IMO) that supports licensed insurance professionals. The views and opinions expressed in this podcast/interview are for informational and educational purposes only and should not be construed as individualized investment, tax, or legal advice. Empire Marketing Partners does not provide direct financial planning or investment advisory services to the public. Insurance and annuity products are offered through properly licensed insurance professionals and are subject to state availability, carrier underwriting guidelines, and suitability requirements. Guarantees referenced, if any, are backed solely by the financial strength and claims-paying ability of the issuing insurance carrier. Financial professionals and consumers should consult their own qualified advisors regarding their specific situation before making any financial decisions.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-jeremy-lach-president-of-empire-marketing-partners-scaling-to-8-figure-annuity-production-without-burning-out]]>1609influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-jeremy-lach-president-of-empire-marketing-partners-building-a-family-centered-high-performance-advisor-community--70570872
He is committed to proving that through service, experience, and consistency, they bring more value than anyone else in the space. This isn’t transactional. They operate like family, and their actions reflect that commitment every step of the way.

Today, Jeremy focused not only on supporting advisors operationally, but also on strengthening his brand and influence within the industry—aligning with like-minded professionals and firms who are committed to growth, excellence, and long-term impact.

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

Jeremy Lach is the Founder of Empire Marketing Partners, an independent marketing organization (IMO) that supports licensed insurance professionals. The views and opinions expressed in this podcast/interview are for informational and educational purposes only and should not be construed as individualized investment, tax, or legal advice.Empire Marketing Partners does not provide direct financial planning or investment advisory services to the public. Insurance and annuity products are offered through properly licensed insurance professionals and are subject to state availability, carrier underwriting guidelines, and suitability requirements. Guarantees referenced, if any, are backed solely by the financial strength and claims-paying ability of the issuing insurance carrier.Financial professionals and consumers should consult their own qualified advisors regarding their specific situation before making any financial decisions.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-jeremy-lach-president-of-empire-marketing-partners-building-a-family-centered-high-performance-advisor-community]]>https://api.spreaker.com/episode/70570872Tue, 10 Mar 2026 16:01:09 +0000Mike Saunders, MBAJeremy believes in identifying talent early and backing it immediately, not waiting until production numbers make the decision easy. At Empire Marketing Partners, they support advisors at launch and throughout their growth by being a stable, strategic...
He is committed to proving that through service, experience, and consistency, they bring more value than anyone else in the space. This isn’t transactional. They operate like family, and their actions reflect that commitment every step of the way.

Today, Jeremy focused not only on supporting advisors operationally, but also on strengthening his brand and influence within the industry—aligning with like-minded professionals and firms who are committed to growth, excellence, and long-term impact.

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

Jeremy Lach is the Founder of Empire Marketing Partners, an independent marketing organization (IMO) that supports licensed insurance professionals. The views and opinions expressed in this podcast/interview are for informational and educational purposes only and should not be construed as individualized investment, tax, or legal advice.Empire Marketing Partners does not provide direct financial planning or investment advisory services to the public. Insurance and annuity products are offered through properly licensed insurance professionals and are subject to state availability, carrier underwriting guidelines, and suitability requirements. Guarantees referenced, if any, are backed solely by the financial strength and claims-paying ability of the issuing insurance carrier.Financial professionals and consumers should consult their own qualified advisors regarding their specific situation before making any financial decisions.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-jeremy-lach-president-of-empire-marketing-partners-building-a-family-centered-high-performance-advisor-community]]>1070influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-jeremy-lach-president-of-empire-marketing-partners-from-annuity-producer-to-recognized-retirement-expert--70570759
In 2001, Jeremy transitioned into the wholesale channel with American Financial in Minneapolis; a move that shaped the trajectory of my career. Since then, He has dedicated myself to helping independent insurance reps, Advisor Representatives (IARs), RIAs, and Registered Representatives grow their businesses with intention and discipline.

In today’s IMO world, support often comes *after* they’ve already proven themselves. Empire was built to change that.

Jeremy believes in identifying talent early and backing it immediately, not waiting until production numbers make the decision easy. At Empire Marketing Partners, they support advisors at launch and throughout their growth by being a stable, strategic partner from day one.

He is committed to proving that through service, experience, and consistency, they bring more value than anyone else in the space. This isn’t transactional. They operate like family, and their actions reflect that commitment every step of the way.

Today, Jeremy focused not only on supporting advisors operationally, but also on strengthening his brand and influence within the industry—aligning with like-minded professionals and firms who are committed to growth, excellence, and long-term impact.

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

Jeremy Lach is the Founder of Empire Marketing Partners, an independent marketing organization (IMO) that supports licensed insurance professionals. The views and opinions expressed in this podcast/interview are for informational and educational purposes only and should not be construed as individualized investment, tax, or legal advice. Empire Marketing Partners does not provide direct financial planning or investment advisory services to the public. Insurance and annuity products are offered through properly licensed insurance professionals and are subject to state availability, carrier underwriting guidelines, and suitability requirements. Guarantees referenced, if any, are backed solely by the financial strength and claims-paying ability of the issuing insurance carrier. Financial professionals and consumers should consult their own qualified advisors regarding their specific situation before making any financial decisions.


Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-jeremy-lach-president-of-empire-marketing-partners-from-annuity-producer-to-recognized-retirement-expert]]>https://api.spreaker.com/episode/70570759Tue, 10 Mar 2026 15:53:46 +0000Mike Saunders, MBAJeremy has spent more than 20 years in the financial services industry building, scaling, and strengthening distribution channels for independent financial professionals across the country. His career began in retail financial services in 1999,...
In 2001, Jeremy transitioned into the wholesale channel with American Financial in Minneapolis; a move that shaped the trajectory of my career. Since then, He has dedicated myself to helping independent insurance reps, Advisor Representatives (IARs), RIAs, and Registered Representatives grow their businesses with intention and discipline.

In today’s IMO world, support often comes *after* they’ve already proven themselves. Empire was built to change that.

Jeremy believes in identifying talent early and backing it immediately, not waiting until production numbers make the decision easy. At Empire Marketing Partners, they support advisors at launch and throughout their growth by being a stable, strategic partner from day one.

He is committed to proving that through service, experience, and consistency, they bring more value than anyone else in the space. This isn’t transactional. They operate like family, and their actions reflect that commitment every step of the way.

Today, Jeremy focused not only on supporting advisors operationally, but also on strengthening his brand and influence within the industry—aligning with like-minded professionals and firms who are committed to growth, excellence, and long-term impact.

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

Jeremy Lach is the Founder of Empire Marketing Partners, an independent marketing organization (IMO) that supports licensed insurance professionals. The views and opinions expressed in this podcast/interview are for informational and educational purposes only and should not be construed as individualized investment, tax, or legal advice. Empire Marketing Partners does not provide direct financial planning or investment advisory services to the public. Insurance and annuity products are offered through properly licensed insurance professionals and are subject to state availability, carrier underwriting guidelines, and suitability requirements. Guarantees referenced, if any, are backed solely by the financial strength and claims-paying ability of the issuing insurance carrier. Financial professionals and consumers should consult their own qualified advisors regarding their specific situation before making any financial decisions.


Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-jeremy-lach-president-of-empire-marketing-partners-from-annuity-producer-to-recognized-retirement-expert]]>1261influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-jeremy-lach-president-of-empire-marketing-partners-why-top-annuity-producers-outgrow-big-box-imos--70570668
In 2001, Jeremy transitioned into the wholesale channel with American Financial in Minneapolis; a move that shaped the trajectory of my career. Since then, He has dedicated myself to helping independent insurance reps, Advisor Representatives (IARs), RIAs, and Registered Representatives grow their businesses with intention and discipline.

In today’s IMO world, support often comes *after* they’ve already proven themselves. Empire was built to change that.

Jeremy believes in identifying talent early and backing it immediately, not waiting until production numbers make the decision easy. At Empire Marketing Partners, they support advisors at launch and throughout their growth by being a stable, strategic partner from day one.

He is committed to proving that through service, experience, and consistency, they bring more value than anyone else in the space. This isn’t transactional. They operate like family, and their actions reflect that commitment every step of the way.

Today, Jeremy focused not only on supporting advisors operationally, but also on strengthening his brand and influence within the industry—aligning with like-minded professionals and firms who are committed to growth, excellence, and long-term impact.

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

Jeremy Lach is the Founder of Empire Marketing Partners, an independent marketing organization (IMO) that supports licensed insurance professionals. The views and opinions expressed in this podcast/interview are for informational and educational purposes only and should not be construed as individualized investment, tax, or legal advice. Empire Marketing Partners does not provide direct financial planning or investment advisory services to the public. Insurance and annuity products are offered through properly licensed insurance professionals and are subject to state availability, carrier underwriting guidelines, and suitability requirements. Guarantees referenced, if any, are backed solely by the financial strength and claims-paying ability of the issuing insurance carrier. Financial professionals and consumers should consult their own qualified advisors regarding their specific situation before making any financial decisions.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-jeremy-lach-president-of-empire-marketing-partners-why-top-annuity-producers-outgrow-big-box-imos]]>https://api.spreaker.com/episode/70570668Tue, 10 Mar 2026 15:47:08 +0000Mike Saunders, MBAJeremy has spent more than 20 years in the financial services industry building, scaling, and strengthening distribution channels for independent financial professionals across the country. His career began in retail financial services in 1999,...
In 2001, Jeremy transitioned into the wholesale channel with American Financial in Minneapolis; a move that shaped the trajectory of my career. Since then, He has dedicated myself to helping independent insurance reps, Advisor Representatives (IARs), RIAs, and Registered Representatives grow their businesses with intention and discipline.

In today’s IMO world, support often comes *after* they’ve already proven themselves. Empire was built to change that.

Jeremy believes in identifying talent early and backing it immediately, not waiting until production numbers make the decision easy. At Empire Marketing Partners, they support advisors at launch and throughout their growth by being a stable, strategic partner from day one.

He is committed to proving that through service, experience, and consistency, they bring more value than anyone else in the space. This isn’t transactional. They operate like family, and their actions reflect that commitment every step of the way.

Today, Jeremy focused not only on supporting advisors operationally, but also on strengthening his brand and influence within the industry—aligning with like-minded professionals and firms who are committed to growth, excellence, and long-term impact.

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

Jeremy Lach is the Founder of Empire Marketing Partners, an independent marketing organization (IMO) that supports licensed insurance professionals. The views and opinions expressed in this podcast/interview are for informational and educational purposes only and should not be construed as individualized investment, tax, or legal advice. Empire Marketing Partners does not provide direct financial planning or investment advisory services to the public. Insurance and annuity products are offered through properly licensed insurance professionals and are subject to state availability, carrier underwriting guidelines, and suitability requirements. Guarantees referenced, if any, are backed solely by the financial strength and claims-paying ability of the issuing insurance carrier. Financial professionals and consumers should consult their own qualified advisors regarding their specific situation before making any financial decisions.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-jeremy-lach-president-of-empire-marketing-partners-why-top-annuity-producers-outgrow-big-box-imos]]>1417influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-owen-edwards-with-edwards-investments-discussing-the-retirement-tax-trap--70570571
Ready for clarity and confidence in your retirement plan? Schedule a complimentary consultation today.

Learn more: https://edwardsinvestments.com/

Advisory services are offered through Royal Fund Management, LLC, Royal Fund Management LLC is registered as an investment adviser with the SEC and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Insurance products offered through Edwards investments LLC. Insurance guarantees are subject to the claims-paying ability of the issuing company. The adviser is paid commissions on the sale of insurance products.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-owen-edwards-with-edwards-investments-discussing-the-retirement-tax-trap]]>https://api.spreaker.com/episode/70570571Tue, 10 Mar 2026 15:38:03 +0000Mike Saunders, MBAOwen Edwards was born and raised in Northeastern Pennsylvania, where he continues to live and serve his community through his financial advisory practice. With nearly 30 years of experience, he is dedicated to empowering individuals and families to...
Ready for clarity and confidence in your retirement plan? Schedule a complimentary consultation today.

Learn more: https://edwardsinvestments.com/

Advisory services are offered through Royal Fund Management, LLC, Royal Fund Management LLC is registered as an investment adviser with the SEC and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Insurance products offered through Edwards investments LLC. Insurance guarantees are subject to the claims-paying ability of the issuing company. The adviser is paid commissions on the sale of insurance products.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-owen-edwards-with-edwards-investments-discussing-the-retirement-tax-trap]]>1168influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-caitlin-wedgewood-partner-with-knoll-company-p-c-discussing-tax-preparationservices--70277494
Learn more: https://www.knollcpa.com/

The information provided in this content is for general informational purposes only and should not be construed as personalized financial, tax, or legal advice. While every effort has been made to ensure accuracy, laws and regulations frequently change and may vary depending on individual circumstances. Please consult a qualified financial, tax, or legal professional for advice specific to your needs before making any decisions. Knoll & Company P.C. and its representatives do not provide legal advice. All services are provided in accordance with applicable professional standards and ethical requirements.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-caitlin-wedgewood-partner-with-knoll-company-p-c-discussing-tax-preparationservices]]>https://api.spreaker.com/episode/70277494Wed, 25 Feb 2026 20:52:38 +0000Mike Saunders, MBAWith over a decade of hands-on experience in bookkeeping and eight years specializing in tax preparation, Caitlin brings a strong foundation of financial expertise and reliability to our team. Holding an accounting degree and currently working toward...
Learn more: https://www.knollcpa.com/

The information provided in this content is for general informational purposes only and should not be construed as personalized financial, tax, or legal advice. While every effort has been made to ensure accuracy, laws and regulations frequently change and may vary depending on individual circumstances. Please consult a qualified financial, tax, or legal professional for advice specific to your needs before making any decisions. Knoll & Company P.C. and its representatives do not provide legal advice. All services are provided in accordance with applicable professional standards and ethical requirements.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-caitlin-wedgewood-partner-with-knoll-company-p-c-discussing-tax-preparationservices]]>965influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-caitlin-wedgewood-partner-with-knoll-company-p-c-discussing-transition-at-the-firm--70277288
Learn more: https://www.knollcpa.com/

The information provided in this content is for general informational purposes only and should not be construed as personalized financial, tax, or legal advice. While every effort has been made to ensure accuracy, laws and regulations frequently change and may vary depending on individual circumstances. Please consult a qualified financial, tax, or legal professional for advice specific to your needs before making any decisions. Knoll & Company P.C. and its representatives do not provide legal advice. All services are provided in accordance with applicable professional standards and ethical requirements.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-caitlin-wedgewood-partner-with-knoll-company-p-c-discussing-transition-at-the-firm]]>https://api.spreaker.com/episode/70277288Wed, 25 Feb 2026 20:45:21 +0000Mike Saunders, MBAWith over a decade of hands-on experience in bookkeeping and eight years specializing in tax preparation, Caitlin brings a strong foundation of financial expertise and reliability to our team. Holding an accounting degree and currently working toward...
Learn more: https://www.knollcpa.com/

The information provided in this content is for general informational purposes only and should not be construed as personalized financial, tax, or legal advice. While every effort has been made to ensure accuracy, laws and regulations frequently change and may vary depending on individual circumstances. Please consult a qualified financial, tax, or legal professional for advice specific to your needs before making any decisions. Knoll & Company P.C. and its representatives do not provide legal advice. All services are provided in accordance with applicable professional standards and ethical requirements.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-caitlin-wedgewood-partner-with-knoll-company-p-c-discussing-transition-at-the-firm]]>837influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-laura-kelly-partner-with-knoll-company-p-c-discussing-bookkeeping-strategies--70277047
Learn more: https://www.knollcpa.com/

The information provided in this content is for general informational purposes only and should not be construed as personalized financial, tax, or legal advice. While every effort has been made to ensure accuracy, laws and regulations frequently change and may vary depending on individual circumstances. Please consult a qualified financial, tax, or legal professional for advice specific to your needs before making any decisions. Knoll & Company P.C. and its representatives do not provide legal advice. All services are provided in accordance with applicable professional standards and ethical requirements.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-laura-kelly-partner-with-knoll-company-p-c-discussing-bookkeeping-strategies]]>https://api.spreaker.com/episode/70277047Wed, 25 Feb 2026 20:37:14 +0000Mike Saunders, MBAWith over a decade of experience in accounting and bookkeeping, Laura specializes in helping business owners manage and understand their finances. As a partner at Knoll & Company, PC – Next Generation CPA Firm, she focuses on building strong...
Learn more: https://www.knollcpa.com/

The information provided in this content is for general informational purposes only and should not be construed as personalized financial, tax, or legal advice. While every effort has been made to ensure accuracy, laws and regulations frequently change and may vary depending on individual circumstances. Please consult a qualified financial, tax, or legal professional for advice specific to your needs before making any decisions. Knoll & Company P.C. and its representatives do not provide legal advice. All services are provided in accordance with applicable professional standards and ethical requirements.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-laura-kelly-partner-with-knoll-company-p-c-discussing-bookkeeping-strategies]]>956influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-sariah-bronson-ceo-of-silver-pro-solutions--70181030
Learn more: http://silverprosolutions.com/
www.SariahBronson.com

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-sariah-bronson-ceo-of-silver-pro-solutions]]>https://api.spreaker.com/episode/70181030Fri, 20 Feb 2026 18:40:34 +0000Mike Saunders, MBASariah Bronson is The Business Efficiency Expert, entrepreneur, and speaker who helps overwhelmed business owners bring clarity, order, and peace to their work and lives. She is the founder of Silver Pro Solutions, where she supports service-based...
Learn more: http://silverprosolutions.com/
www.SariahBronson.com

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-sariah-bronson-ceo-of-silver-pro-solutions]]>1005influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-curtis-cottle-founder-of-sbc-financial-discussing-taxes-in-retirement--70133756
At the core of his firm’s approach is a deep emphasis on strategic tax planning as it relates to retirement, helping clients keep more of what they’ve earned and build long-term financial confidence.

He’s the creator of the Wealth Wellness Checkup, a planning experience that uncovers hidden financial blind spots and helps people make smart, informed decisions. The firm is built to simplify complexity, bring structure to planning, and deliver personalized strategies that work in the real world.

With nearly two decades of experience, Curtis is known for cutting through the noise, building lasting relationships, and helping people create long-term security without the guesswork.

When he’s not driving growth or designing new campaigns, you’ll find him investing in his team, building partnerships, or spending time with his family, living the same values his business is built on: fun, unity, and getting things done.

Learn more: http://www.gosbc.net/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-curtis-cottle-founder-of-sbc-financial-discussing-taxes-in-retirement-2]]>https://api.spreaker.com/episode/70133756Wed, 18 Feb 2026 15:35:41 +0000Mike Saunders, MBACurtis Cottle is a Certified Financial Fiduciary, visionary growth strategist and cofounder of one of Michigan’s fastest-scaling financial services firms. He specializes in retirement planning, estate planning, and strategic tax strategies designed to...
At the core of his firm’s approach is a deep emphasis on strategic tax planning as it relates to retirement, helping clients keep more of what they’ve earned and build long-term financial confidence.

He’s the creator of the Wealth Wellness Checkup, a planning experience that uncovers hidden financial blind spots and helps people make smart, informed decisions. The firm is built to simplify complexity, bring structure to planning, and deliver personalized strategies that work in the real world.

With nearly two decades of experience, Curtis is known for cutting through the noise, building lasting relationships, and helping people create long-term security without the guesswork.

When he’s not driving growth or designing new campaigns, you’ll find him investing in his team, building partnerships, or spending time with his family, living the same values his business is built on: fun, unity, and getting things done.

Learn more: http://www.gosbc.net/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-curtis-cottle-founder-of-sbc-financial-discussing-taxes-in-retirement-2]]>1192influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/roma-pithadiya-president-and-ceo-of-affordable-insurance-and-financial-services-discussing-managing-risk-in-retirement--70133426
Roma immigrated to the United States with limited resources and has built her career from the ground up, becoming a respected advisor to individuals, families, and small businesses in matters of health insurance, life insurance, auto and home protection, and long-term financial planning. She has been active in the financial services industry for well over a decade and is known for her deep commitment to client education and advocacy.

She is also recognized as a Million Dollar Immigrant, a title reflecting her journey from starting penniless in the U.S. to achieving significant success in the insurance and financial advisory business.

In addition to her executive role, Roma engages heavily in community service: she is active with the Lions Club, participates in senior citizen organizations, and serves on committees for cultural and religious groups. She frequently speaks on financial literacy and planning topics at national stages, including events hosted by CNN, the Harvard Club of Boston, New York Life, Nasdaq, and the MDRT (Million Dollar Round Table).

Her expertise spans health insurance (including Medicare and individual policies), life and annuity products, retirement planning, and strategies for tax-efficient financial growth. Roma also works to empower clients to manage their finances wisely and protect their financial futures with well-structured, personalized solutions.

Learn more: https://aifsgroupbyroma.com/

Roma Pithadiya is not an attorney or CPA. Affordable Insurance and Financial Services does not provide legal or tax advice. Any discussion of financial strategies is general in nature and not a recommendation. Insurance and financial products involve risk and may not be suitable for all individuals. Licensing and availability vary by state.


Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/roma-pithadiya-president-and-ceo-of-affordable-insurance-and-financial-services-discussing-managing-risk-in-retirement]]>https://api.spreaker.com/episode/70133426Wed, 18 Feb 2026 15:08:34 +0000Mike Saunders, MBARoma Pithadiya is the President and Chief Executive Officer of Affordable Insurance and Financial Services (AIFS), a financial services and insurance advisory firm based in the Dallas–Fort Worth area of Texas. She is a seasoned financial professional...
Roma immigrated to the United States with limited resources and has built her career from the ground up, becoming a respected advisor to individuals, families, and small businesses in matters of health insurance, life insurance, auto and home protection, and long-term financial planning. She has been active in the financial services industry for well over a decade and is known for her deep commitment to client education and advocacy.

She is also recognized as a Million Dollar Immigrant, a title reflecting her journey from starting penniless in the U.S. to achieving significant success in the insurance and financial advisory business.

In addition to her executive role, Roma engages heavily in community service: she is active with the Lions Club, participates in senior citizen organizations, and serves on committees for cultural and religious groups. She frequently speaks on financial literacy and planning topics at national stages, including events hosted by CNN, the Harvard Club of Boston, New York Life, Nasdaq, and the MDRT (Million Dollar Round Table).

Her expertise spans health insurance (including Medicare and individual policies), life and annuity products, retirement planning, and strategies for tax-efficient financial growth. Roma also works to empower clients to manage their finances wisely and protect their financial futures with well-structured, personalized solutions.

Learn more: https://aifsgroupbyroma.com/

Roma Pithadiya is not an attorney or CPA. Affordable Insurance and Financial Services does not provide legal or tax advice. Any discussion of financial strategies is general in nature and not a recommendation. Insurance and financial products involve risk and may not be suitable for all individuals. Licensing and availability vary by state.


Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/roma-pithadiya-president-and-ceo-of-affordable-insurance-and-financial-services-discussing-managing-risk-in-retirement]]>1148influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-wayne-miller-and-darren-grunberg-with-hale-associates-discussing-income-retirement-planning--70086654
Darren Grunberg is a fiduciary advisor who helps retirees protect their savings and create dependable income for life. After years as a professional trader, he saw how quickly markets could rise or fall — and how fast a lifetime of savings could be affected. That experience led him to focus on helping people avoid unnecessary risk and build retirement plans that feel safe, steady, and easy to understand.

Darren works with retirees across the country to protect their savings from market volatility, create guaranteed income, and reduce the uncertainty so many people face in retirement. He believes every retiree deserves clarity and confidence, not guesswork. His goal is simple: to help people enjoy a retirement they can trust.

Learn More: https://haleandassociates.net/

Wayne Anthony Miller, II – 0G30788 Vice President of Sales Hale & Associates, LLC CA DBA Hale and Associates Financial and Insurance Services, LLC – LIC #6013528 CA DBA Wayne Miller Insurance and Financial Services – LIC #6014459 PH. 317-677-7178 PH. 949-943-5266 FAX. 317-614-7508
wayne@haleandassociates.net Investment advisory services are offered through RLB Financial a registered investment adviser. Insurance products and services are offered through individually licensed and appointed insurance agents.

Darren Grunberg-CA LIC#4333498 Managing Director Hale & Associates, Inc. PH: (516)313-6413 PH: (317)677-7178 darren@haleandassociates.net

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-wayne-miller-and-darren-grunberg-with-hale-associates-discussing-income-retirement-planning]]>https://api.spreaker.com/episode/70086654Mon, 16 Feb 2026 22:05:36 +0000Mike Saunders, MBAWayne Anthony Miller, II, is the Senior Managing Director and Executive Vice President of Hale & Associates, an independent nationwide financial services firm. Hale & Associates has over 40 years of industry leadership. Wayne specializes in...
Darren Grunberg is a fiduciary advisor who helps retirees protect their savings and create dependable income for life. After years as a professional trader, he saw how quickly markets could rise or fall — and how fast a lifetime of savings could be affected. That experience led him to focus on helping people avoid unnecessary risk and build retirement plans that feel safe, steady, and easy to understand.

Darren works with retirees across the country to protect their savings from market volatility, create guaranteed income, and reduce the uncertainty so many people face in retirement. He believes every retiree deserves clarity and confidence, not guesswork. His goal is simple: to help people enjoy a retirement they can trust.

Learn More: https://haleandassociates.net/

Wayne Anthony Miller, II – 0G30788 Vice President of Sales Hale & Associates, LLC CA DBA Hale and Associates Financial and Insurance Services, LLC – LIC #6013528 CA DBA Wayne Miller Insurance and Financial Services – LIC #6014459 PH. 317-677-7178 PH. 949-943-5266 FAX. 317-614-7508
wayne@haleandassociates.net Investment advisory services are offered through RLB Financial a registered investment adviser. Insurance products and services are offered through individually licensed and appointed insurance agents.

Darren Grunberg-CA LIC#4333498 Managing Director Hale & Associates, Inc. PH: (516)313-6413 PH: (317)677-7178 darren@haleandassociates.net

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-wayne-miller-and-darren-grunberg-with-hale-associates-discussing-income-retirement-planning]]>1104influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-wayne-miller-and-darren-grunberg-with-hale-associates-discussing-fixed-index-annuities--69979804
Hale & Associates has over 40 years of industry leadership. Wayne specializes in helping retirees and pre-retirees protect their life savings, maximize income, and build durable multigenerational legacy plans. Wayne’s mission is to safeguard assets families have worked a lifetime to build and empower every client to retire with clarity, confidence, and long-term peace of mind.

Darren Grunberg is a fiduciary advisor who helps retirees protect their savings and create dependable income for life. After years as a professional trader, he saw how quickly markets could rise or fall — and how fast a lifetime of savings could be affected. That experience led him to focus on helping people avoid unnecessary risk and build retirement plans that feel safe, steady, and easy to understand.

Darren works with retirees across the country to protect their savings from market volatility, create guaranteed income, and reduce the uncertainty so many people face in retirement. He believes every retiree deserves clarity and confidence, not guesswork. His goal is simple: to help people enjoy a retirement they can trust.

Learn More: www.haleandassociates.net

Wayne Anthony Miller, II – 0G30788 Vice President of Sales Hale & Associates, LLC CA DBA Hale and Associates Financial and Insurance Services, LLC – LIC #6013528 CA DBA Wayne Miller Insurance and Financial Services – LIC #6014459 PH. 317-677-7178 PH. 949-943-5266 FAX. 317-614-7508
wayne@haleandassociates.net Investment advisory services are offered through RLB Financial a registered investment adviser. Insurance products and services are offered through individually licensed and appointed insurance agents.

Darren Grunberg-CA LIC#4333498 Managing Director Hale & Associates, Inc. PH: (516)313-6413 PH: (317)677-7178 darren@haleandassociates.net

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-wayne-miller-and-darren-grunberg-with-hale-associates-discussing-fixed-index-annuities]]>https://api.spreaker.com/episode/69979804Wed, 11 Feb 2026 17:18:04 +0000Mike Saunders, MBAWayne Anthony Miller, II, is the Senior Managing Director and Executive Vice President of Hale & Associates, an independent nationwide financial services firm. Hale & Associates has over 40 years of industry leadership. Wayne specializes in...
Hale & Associates has over 40 years of industry leadership. Wayne specializes in helping retirees and pre-retirees protect their life savings, maximize income, and build durable multigenerational legacy plans. Wayne’s mission is to safeguard assets families have worked a lifetime to build and empower every client to retire with clarity, confidence, and long-term peace of mind.

Darren Grunberg is a fiduciary advisor who helps retirees protect their savings and create dependable income for life. After years as a professional trader, he saw how quickly markets could rise or fall — and how fast a lifetime of savings could be affected. That experience led him to focus on helping people avoid unnecessary risk and build retirement plans that feel safe, steady, and easy to understand.

Darren works with retirees across the country to protect their savings from market volatility, create guaranteed income, and reduce the uncertainty so many people face in retirement. He believes every retiree deserves clarity and confidence, not guesswork. His goal is simple: to help people enjoy a retirement they can trust.

Learn More: www.haleandassociates.net

Wayne Anthony Miller, II – 0G30788 Vice President of Sales Hale & Associates, LLC CA DBA Hale and Associates Financial and Insurance Services, LLC – LIC #6013528 CA DBA Wayne Miller Insurance and Financial Services – LIC #6014459 PH. 317-677-7178 PH. 949-943-5266 FAX. 317-614-7508
wayne@haleandassociates.net Investment advisory services are offered through RLB Financial a registered investment adviser. Insurance products and services are offered through individually licensed and appointed insurance agents.

Darren Grunberg-CA LIC#4333498 Managing Director Hale & Associates, Inc. PH: (516)313-6413 PH: (317)677-7178 darren@haleandassociates.net

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-wayne-miller-and-darren-grunberg-with-hale-associates-discussing-fixed-index-annuities]]>1165influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-wayne-miller-and-darren-grunberg-with-hale-associates-discussing-retirement-risks--69979484
Hale & Associates has over 40 years of industry leadership. Wayne specializes in helping retirees and pre-retirees protect their life savings, maximize income, and build durable multigenerational legacy plans. Wayne’s mission is to safeguard assets families have worked a lifetime to build and empower every client to retire with clarity, confidence, and long-term peace of mind.

Darren Grunberg is a fiduciary advisor who helps retirees protect their savings and create dependable income for life. After years as a professional trader, he saw how quickly markets could rise or fall — and how fast a lifetime of savings could be affected. That experience led him to focus on helping people avoid unnecessary risk and build retirement plans that feel safe, steady, and easy to understand.

Darren works with retirees across the country to protect their savings from market volatility, create guaranteed income, and reduce the uncertainty so many people face in retirement. He believes every retiree deserves clarity and confidence, not guesswork. His goal is simple: to help people enjoy a retirement they can trust.

Learn More: www.haleandassociates.net

Wayne Anthony Miller, II – 0G30788 Vice President of Sales Hale & Associates, LLC CA DBA Hale and Associates Financial and Insurance Services, LLC – LIC #6013528 CA DBA Wayne Miller Insurance and Financial Services – LIC #6014459 PH. 317-677-7178 PH. 949-943-5266 FAX. 317-614-7508
wayne@haleandassociates.net Investment advisory services are offered through RLB Financial a registered investment adviser. Insurance products and services are offered through individually licensed and appointed insurance agents.

Darren Grunberg-CA LIC#4333498 Managing Director Hale & Associates, Inc. PH: (516)313-6413 PH: (317)677-7178 darren@haleandassociates.net

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-wayne-miller-and-darren-grunberg-with-hale-associates-discussing-retirement-risks]]>https://api.spreaker.com/episode/69979484Wed, 11 Feb 2026 17:08:59 +0000Mike Saunders, MBAWayne Anthony Miller, II, is the Senior Managing Director and Executive Vice President of Hale & Associates, an independent nationwide financial services firm. Hale & Associates has over 40 years of industry leadership. Wayne specializes in...
Hale & Associates has over 40 years of industry leadership. Wayne specializes in helping retirees and pre-retirees protect their life savings, maximize income, and build durable multigenerational legacy plans. Wayne’s mission is to safeguard assets families have worked a lifetime to build and empower every client to retire with clarity, confidence, and long-term peace of mind.

Darren Grunberg is a fiduciary advisor who helps retirees protect their savings and create dependable income for life. After years as a professional trader, he saw how quickly markets could rise or fall — and how fast a lifetime of savings could be affected. That experience led him to focus on helping people avoid unnecessary risk and build retirement plans that feel safe, steady, and easy to understand.

Darren works with retirees across the country to protect their savings from market volatility, create guaranteed income, and reduce the uncertainty so many people face in retirement. He believes every retiree deserves clarity and confidence, not guesswork. His goal is simple: to help people enjoy a retirement they can trust.

Learn More: www.haleandassociates.net

Wayne Anthony Miller, II – 0G30788 Vice President of Sales Hale & Associates, LLC CA DBA Hale and Associates Financial and Insurance Services, LLC – LIC #6013528 CA DBA Wayne Miller Insurance and Financial Services – LIC #6014459 PH. 317-677-7178 PH. 949-943-5266 FAX. 317-614-7508
wayne@haleandassociates.net Investment advisory services are offered through RLB Financial a registered investment adviser. Insurance products and services are offered through individually licensed and appointed insurance agents.

Darren Grunberg-CA LIC#4333498 Managing Director Hale & Associates, Inc. PH: (516)313-6413 PH: (317)677-7178 darren@haleandassociates.net

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-wayne-miller-and-darren-grunberg-with-hale-associates-discussing-retirement-risks]]>1142influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-marco-lopez-mental-performance-expert-for-visionaries--69979264
Catalyzed by a traumatic family experience that prompted him to reevaluate the direction of his life and return to his core purpose, Marco transitioned from a tech executive into a human-potential expert. Driven by a desire to help people better access their God-given potential—and recognizing that the business world often prioritizes systems and processes over its greatest resource, the productive power of people—he embarked on an intensive journey of study and real-world application focused on human potential and the power of the mind.

Over time, Marco synthesized his own work with the insights of leading philosophers, scientists, and visionary thinkers, including his father’s in-depth research, into a practical, proven system that helps people better understand themselves, quiet mental noise, and operate with greater clarity and purpose.

An international singer and mental performance expert, Marco uniquely blends principles from music, business, and psychology to help people bypass mental resistance and access their highest human capacity—mentally, emotionally, and spiritually. This rare integration allows him to serve as a conduit for deep “flow,” enabling others to perform and lead at their best. Fluent in English, Spanish, and Portuguese, Marco has traveled to more than 12 countries sharing his message of human potential and inner mastery, and has shared the stage with business leaders such as Bob Kittell, Rey Perez, and Loral Langemeier. When not working with entrepreneurs and leadership teams, he enjoys being outdoors and traveling with his wife and five children, living the same principles of presence, purpose, and creativity that he teaches.

Learn more: http://marcolopez360.com

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-marco-lopez-mental-performance-expert-for-visionaries]]>https://api.spreaker.com/episode/69979264Wed, 11 Feb 2026 17:02:29 +0000Mike Saunders, MBAMarco Lopez is an author, speaker, and consultant with more than a decade of experience in the field of mental performance. He holds a Humanities degree from Brigham Young University with minors in Business and Music and was personally mentored by...
Catalyzed by a traumatic family experience that prompted him to reevaluate the direction of his life and return to his core purpose, Marco transitioned from a tech executive into a human-potential expert. Driven by a desire to help people better access their God-given potential—and recognizing that the business world often prioritizes systems and processes over its greatest resource, the productive power of people—he embarked on an intensive journey of study and real-world application focused on human potential and the power of the mind.

Over time, Marco synthesized his own work with the insights of leading philosophers, scientists, and visionary thinkers, including his father’s in-depth research, into a practical, proven system that helps people better understand themselves, quiet mental noise, and operate with greater clarity and purpose.

An international singer and mental performance expert, Marco uniquely blends principles from music, business, and psychology to help people bypass mental resistance and access their highest human capacity—mentally, emotionally, and spiritually. This rare integration allows him to serve as a conduit for deep “flow,” enabling others to perform and lead at their best. Fluent in English, Spanish, and Portuguese, Marco has traveled to more than 12 countries sharing his message of human potential and inner mastery, and has shared the stage with business leaders such as Bob Kittell, Rey Perez, and Loral Langemeier. When not working with entrepreneurs and leadership teams, he enjoys being outdoors and traveling with his wife and five children, living the same principles of presence, purpose, and creativity that he teaches.

Learn more: http://marcolopez360.com

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-marco-lopez-mental-performance-expert-for-visionaries]]>1240influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/roma-pithadiya-president-and-ceo-of-affordable-insurance-and-financial-services-discussing-effective-retirement-planning--69978769
Roma immigrated to the United States with limited resources and has built her career from the ground up, becoming a respected advisor to individuals, families, and small businesses in matters of health insurance, life insurance, auto and home protection, and long-term financial planning. She has been active in the financial services industry for well over a decade and is known for her deep commitment to client education and advocacy.

She is also recognized as a Million Dollar Immigrant, a title reflecting her journey from starting penniless in the U.S. to achieving significant success in the insurance and financial advisory business.

In addition to her executive role, Roma engages heavily in community service: she is active with the Lions Club, participates in senior citizen organizations, and serves on committees for cultural and religious groups. She frequently speaks on financial literacy and planning topics at national stages, including events hosted by CNN, the Harvard Club of Boston, New York Life, Nasdaq, and the MDRT (Million Dollar Round Table).

Her expertise spans health insurance (including Medicare and individual policies), life and annuity products, retirement planning, and strategies for tax-efficient financial growth. Roma also works to empower clients to manage their finances wisely and protect their financial futures with well-structured, personalized solutions.

Learn more: https://aifsgroupbyroma.com/

Roma Pithadiya is not an attorney or CPA. Affordable Insurance and Financial Services does not provide legal or tax advice. Any discussion of financial strategies is general in nature and not a recommendation. Insurance and financial products involve risk and may not be suitable for all individuals. Licensing and availability vary by state.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/roma-pithadiya-president-and-ceo-of-affordable-insurance-and-financial-services-discussing-effective-retirement-planning]]>https://api.spreaker.com/episode/69978769Wed, 11 Feb 2026 16:49:46 +0000Mike Saunders, MBARoma Pithadiya is the President and Chief Executive Officer of Affordable Insurance and Financial Services (AIFS), a financial services and insurance advisory firm based in the Dallas–Fort Worth area of Texas. She is a seasoned financial professional...
Roma immigrated to the United States with limited resources and has built her career from the ground up, becoming a respected advisor to individuals, families, and small businesses in matters of health insurance, life insurance, auto and home protection, and long-term financial planning. She has been active in the financial services industry for well over a decade and is known for her deep commitment to client education and advocacy.

She is also recognized as a Million Dollar Immigrant, a title reflecting her journey from starting penniless in the U.S. to achieving significant success in the insurance and financial advisory business.

In addition to her executive role, Roma engages heavily in community service: she is active with the Lions Club, participates in senior citizen organizations, and serves on committees for cultural and religious groups. She frequently speaks on financial literacy and planning topics at national stages, including events hosted by CNN, the Harvard Club of Boston, New York Life, Nasdaq, and the MDRT (Million Dollar Round Table).

Her expertise spans health insurance (including Medicare and individual policies), life and annuity products, retirement planning, and strategies for tax-efficient financial growth. Roma also works to empower clients to manage their finances wisely and protect their financial futures with well-structured, personalized solutions.

Learn more: https://aifsgroupbyroma.com/

Roma Pithadiya is not an attorney or CPA. Affordable Insurance and Financial Services does not provide legal or tax advice. Any discussion of financial strategies is general in nature and not a recommendation. Insurance and financial products involve risk and may not be suitable for all individuals. Licensing and availability vary by state.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/roma-pithadiya-president-and-ceo-of-affordable-insurance-and-financial-services-discussing-effective-retirement-planning]]>1226influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-jon-randall-founder-of-xfa-coach--69818646
He is a sought-after national presenter at financial services conferences and a published author, with his books The Extraordinary Financial Advisor Practice and Attract More Clients, Better Clients.

Prior to coaching, Jon was a seasoned financial advisor, where he learned the ins and outs of the industry. Jon recently completed his doctorate in Performance Psychology and currently resides in Greenville, North Carolina with his wife, Kathleen, and their two sons, James and William.

Learn more: https://www.xfa.coach.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-jon-randall-founder-of-xfa-coach]]>https://api.spreaker.com/episode/69818646Thu, 05 Feb 2026 20:42:18 +0000Mike Saunders, MBAJon Randall has been coaching and consulting the fastest-growing financial advisors in the industry since 2004. As a transformational leader, he is passionate about making a positive difference in the industry and has received numerous awards,...
He is a sought-after national presenter at financial services conferences and a published author, with his books The Extraordinary Financial Advisor Practice and Attract More Clients, Better Clients.

Prior to coaching, Jon was a seasoned financial advisor, where he learned the ins and outs of the industry. Jon recently completed his doctorate in Performance Psychology and currently resides in Greenville, North Carolina with his wife, Kathleen, and their two sons, James and William.

Learn more: https://www.xfa.coach.com/

Influential Entrepreneurs with Mike Saunders
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Source: https://businessinnovatorsradio.com/interview-with-jon-randall-founder-of-xfa-coach]]>1340influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/roma-pithadiya-president-and-ceo-of-affordable-insurance-and-financial-services-discussing-irs-and-insurance--69818287
Roma immigrated to the United States with limited resources and has built her career from the ground up, becoming a respected advisor to individuals, families, and small businesses in matters of health insurance, life insurance, auto and home protection, and long-term financial planning. She has been active in the financial services industry for well over a decade and is known for her deep commitment to client education and advocacy.

She is also recognized as a Million Dollar Immigrant, a title reflecting her journey from starting penniless in the U.S. to achieving significant success in the insurance and financial advisory business.

In addition to her executive role, Roma engages heavily in community service: she is active with the Lions Club, participates in senior citizen organizations, and serves on committees for cultural and religious groups. She frequently speaks on financial literacy and planning topics at national stages, including events hosted by CNN, the Harvard Club of Boston, New York Life, Nasdaq, and the MDRT (Million Dollar Round Table).

Her expertise spans health insurance (including Medicare and individual policies), life and annuity products, retirement planning, and strategies for tax-efficient financial growth. Roma also works to empower clients to manage their finances wisely and protect their financial futures with well-structured, personalized solutions.

Learn more: https://aifsgroupbyroma.com/

Roma Pithadiya is not an attorney or CPA. Affordable Insurance and Financial Services does not provide legal or tax advice. Any discussion of financial strategies is general in nature and not a recommendation. Insurance and financial products involve risk and may not be suitable for all individuals. Licensing and availability vary by state.


Influential Entrepreneurs with Mike Saunders
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Source: https://businessinnovatorsradio.com/roma-pithadiya-president-and-ceo-of-affordable-insurance-and-financial-services-discussing-irs-and-insurance]]>https://api.spreaker.com/episode/69818287Thu, 05 Feb 2026 20:36:00 +0000Mike Saunders, MBARoma Pithadiya is the President and Chief Executive Officer of Affordable Insurance and Financial Services (AIFS), a financial services and insurance advisory firm based in the Dallas–Fort Worth area of Texas. She is a seasoned financial professional...
Roma immigrated to the United States with limited resources and has built her career from the ground up, becoming a respected advisor to individuals, families, and small businesses in matters of health insurance, life insurance, auto and home protection, and long-term financial planning. She has been active in the financial services industry for well over a decade and is known for her deep commitment to client education and advocacy.

She is also recognized as a Million Dollar Immigrant, a title reflecting her journey from starting penniless in the U.S. to achieving significant success in the insurance and financial advisory business.

In addition to her executive role, Roma engages heavily in community service: she is active with the Lions Club, participates in senior citizen organizations, and serves on committees for cultural and religious groups. She frequently speaks on financial literacy and planning topics at national stages, including events hosted by CNN, the Harvard Club of Boston, New York Life, Nasdaq, and the MDRT (Million Dollar Round Table).

Her expertise spans health insurance (including Medicare and individual policies), life and annuity products, retirement planning, and strategies for tax-efficient financial growth. Roma also works to empower clients to manage their finances wisely and protect their financial futures with well-structured, personalized solutions.

Learn more: https://aifsgroupbyroma.com/

Roma Pithadiya is not an attorney or CPA. Affordable Insurance and Financial Services does not provide legal or tax advice. Any discussion of financial strategies is general in nature and not a recommendation. Insurance and financial products involve risk and may not be suitable for all individuals. Licensing and availability vary by state.


Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/roma-pithadiya-president-and-ceo-of-affordable-insurance-and-financial-services-discussing-irs-and-insurance]]>1024influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/roma-pithadiya-president-and-ceo-of-affordable-insurance-and-financial-services-discussing-the-hybrid-approach-to-tax-free-retirement--69818016
Roma immigrated to the United States with limited resources and has built her career from the ground up, becoming a respected advisor to individuals, families, and small businesses in matters of health insurance, life insurance, auto and home protection, and long-term financial planning. She has been active in the financial services industry for well over a decade and is known for her deep commitment to client education and advocacy.

She is also recognized as a Million Dollar Immigrant, a title reflecting her journey from starting penniless in the U.S. to achieving significant success in the insurance and financial advisory business.

In addition to her executive role, Roma engages heavily in community service: she is active with the Lions Club, participates in senior citizen organizations, and serves on committees for cultural and religious groups. She frequently speaks on financial literacy and planning topics at national stages, including events hosted by CNN, the Harvard Club of Boston, New York Life, Nasdaq, and the MDRT (Million Dollar Round Table).

Her expertise spans health insurance (including Medicare and individual policies), life and annuity products, retirement planning, and strategies for tax-efficient financial growth. Roma also works to empower clients to manage their finances wisely and protect their financial futures with well-structured, personalized solutions.

Learn more: https://aifsgroupbyroma.com/

Roma Pithadiya is not an attorney or CPA. Affordable Insurance and Financial Services does not provide legal or tax advice. Any discussion of financial strategies is general in nature and not a recommendation. Insurance and financial products involve risk and may not be suitable for all individuals. Licensing and availability vary by state.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/roma-pithadiya-president-and-ceo-of-affordable-insurance-and-financial-services-discussing-the-hybrid-approach-to-tax-free-retirement]]>https://api.spreaker.com/episode/69818016Thu, 05 Feb 2026 20:28:49 +0000Mike Saunders, MBARoma Pithadiya is the President and Chief Executive Officer of Affordable Insurance and Financial Services (AIFS), a financial services and insurance advisory firm based in the Dallas–Fort Worth area of Texas. She is a seasoned financial professional...
Roma immigrated to the United States with limited resources and has built her career from the ground up, becoming a respected advisor to individuals, families, and small businesses in matters of health insurance, life insurance, auto and home protection, and long-term financial planning. She has been active in the financial services industry for well over a decade and is known for her deep commitment to client education and advocacy.

She is also recognized as a Million Dollar Immigrant, a title reflecting her journey from starting penniless in the U.S. to achieving significant success in the insurance and financial advisory business.

In addition to her executive role, Roma engages heavily in community service: she is active with the Lions Club, participates in senior citizen organizations, and serves on committees for cultural and religious groups. She frequently speaks on financial literacy and planning topics at national stages, including events hosted by CNN, the Harvard Club of Boston, New York Life, Nasdaq, and the MDRT (Million Dollar Round Table).

Her expertise spans health insurance (including Medicare and individual policies), life and annuity products, retirement planning, and strategies for tax-efficient financial growth. Roma also works to empower clients to manage their finances wisely and protect their financial futures with well-structured, personalized solutions.

Learn more: https://aifsgroupbyroma.com/

Roma Pithadiya is not an attorney or CPA. Affordable Insurance and Financial Services does not provide legal or tax advice. Any discussion of financial strategies is general in nature and not a recommendation. Insurance and financial products involve risk and may not be suitable for all individuals. Licensing and availability vary by state.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/roma-pithadiya-president-and-ceo-of-affordable-insurance-and-financial-services-discussing-the-hybrid-approach-to-tax-free-retirement]]>1357influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-james-johnson-president-owner-of-all-mark-insurance-services-discussing-retirement-malpractice--69817292
As an ex-Marine and black belt in Judo, James does nothing in life he isn’t passionate about. His continual interest in provoking thought and conversation led him to the financial industry. “Being able to help hundreds of individuals, families, and business owners achieve their goals in life not only financially, but spiritually,” James states, “is a very powerful thing.”

James has aligned himself with hundreds of his clients who are willing to learn and take control of their future. His core belief is that only when they are learning and growing.

James is consistently top in his field, staying educated and staying on the cutting edge of laws, regulations, and industry news. He is a proud member of Million Dollar Round Table (MDRT), and was a Master Elite Advisor for Ed Slott (America’s IRA Expert) for 9 years.

With this vast knowledge of the financial industry, he was chosen as an expert on the “Ask the Expert” program series on AM radio in the Inland Empire.

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

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-james-johnson-president-owner-of-all-mark-insurance-services-discussing-retirement-malpractice]]>https://api.spreaker.com/episode/69817292Thu, 05 Feb 2026 20:21:53 +0000Mike Saunders, MBAJames has been a business owner, a mentor, and an entrepreneur for over 28 years. As an ex-Marine and black belt in Judo, James does nothing in life he isn’t passionate about. His continual interest in provoking thought and conversation led him to...
As an ex-Marine and black belt in Judo, James does nothing in life he isn’t passionate about. His continual interest in provoking thought and conversation led him to the financial industry. “Being able to help hundreds of individuals, families, and business owners achieve their goals in life not only financially, but spiritually,” James states, “is a very powerful thing.”

James has aligned himself with hundreds of his clients who are willing to learn and take control of their future. His core belief is that only when they are learning and growing.

James is consistently top in his field, staying educated and staying on the cutting edge of laws, regulations, and industry news. He is a proud member of Million Dollar Round Table (MDRT), and was a Master Elite Advisor for Ed Slott (America’s IRA Expert) for 9 years.

With this vast knowledge of the financial industry, he was chosen as an expert on the “Ask the Expert” program series on AM radio in the Inland Empire.

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

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-james-johnson-president-owner-of-all-mark-insurance-services-discussing-retirement-malpractice]]>1538influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-ann-m-wilkinson-founder-of-hands-on-health--69746469
Extensive education has allowed her to have an appreciation of quantum physics, electromagnetics and the use of Love and Light as healing tools.

She is an award winning columnist, she teaches courses to healing practitioners for continuing education credits. Ann has taught and trained throughout the world, with Masters in her field. She is a world-renowned healer specializing in the underlying causes of chronic pain.

She teaches you how to create space in the body, improve breathing and posture and gives you tools to improve your chances of full recovery.

The techniques she shares, use energy spiraling through your body in ways you may have never experienced.

Ann says, “I see the light in the structure of space, and pull it into the body so that it can heal. Everything is light.”

Learn more: Text 1-302-275-4198


Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-ann-m-wilkinson-founder-of-hands-on-health]]>https://api.spreaker.com/episode/69746469Mon, 02 Feb 2026 20:24:32 +0000Mike Saunders, MBAHer formal education includes Osteopathy, Myofascial Release, Cranio-sacral Therapy, Homeopathy and Ayurvedic medicine. Extensive education has allowed her to have an appreciation of quantum physics, electromagnetics and the use of Love and Light as...
Extensive education has allowed her to have an appreciation of quantum physics, electromagnetics and the use of Love and Light as healing tools.

She is an award winning columnist, she teaches courses to healing practitioners for continuing education credits. Ann has taught and trained throughout the world, with Masters in her field. She is a world-renowned healer specializing in the underlying causes of chronic pain.

She teaches you how to create space in the body, improve breathing and posture and gives you tools to improve your chances of full recovery.

The techniques she shares, use energy spiraling through your body in ways you may have never experienced.

Ann says, “I see the light in the structure of space, and pull it into the body so that it can heal. Everything is light.”

Learn more: Text 1-302-275-4198


Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-ann-m-wilkinson-founder-of-hands-on-health]]>1184influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-randy-hux-founder-and-president-of-hux-capital-management-discussing-traditional-vs-independent-advisors--69686410https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Randy Hux is the Founder and President of Hux Capital Management, a fiduciary financial planning firm headquartered in Lafayette, Louisiana. With over two decades of experience in the financial services industry, Randy is known for his passion, integrity, and deeply personalized approach to retirement and investment planning.

As a licensed fiduciary, Randy upholds the highest legal and ethical standards, always putting clients’ best interests first. His philosophy is simple: financial planning should be transparent, easy to understand, and results-driven—not filled with confusing jargon or sales pressure. Clients describe Randy as personable, trustworthy, and refreshingly honest—qualities that have earned him a loyal following throughout Louisiana and beyond.

Under Randy’s leadership, Hux Capital Management offers a holistic suite of services including proactive money management, retirement income strategies, tax-efficient investing, insurance planning, Social Security optimization, and family legacy and estate planning. His approach blends math, science, and human empathy to build custom financial plans that are designed to last a lifetime—and beyond.

Randy is frequently called upon for expert commentary on retirement planning, fiduciary responsibility, and investor education. His mission remains clear: to empower individuals and families with the clarity, confidence, and control they need to enjoy their financial future on their terms.

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

Investment advisory and financial planning services are offered through Simplicity Wealth, LLC, an SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm nor does it indicate that the adviser has attained a particular level of skill or ability. Investing involves the risk of loss. Insurance, Consulting and Education services offered through Hux Capital Management. Hux Capital Management is a separate and unaffiliated entity from Simplicity Wealth.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-randy-hux-founder-and-president-of-hux-capital-management-discussing-traditional-vs-independent-advisors]]>https://api.spreaker.com/episode/69686410Fri, 30 Jan 2026 15:20:41 +0000Mike Saunders, MBAhttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Randy Hux is the Founder and President of Hux Capital Management, a fiduciary financial planning firm headquartered in Lafayette, Louisiana. With over two decades of...https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Randy Hux is the Founder and President of Hux Capital Management, a fiduciary financial planning firm headquartered in Lafayette, Louisiana. With over two decades of experience in the financial services industry, Randy is known for his passion, integrity, and deeply personalized approach to retirement and investment planning.

As a licensed fiduciary, Randy upholds the highest legal and ethical standards, always putting clients’ best interests first. His philosophy is simple: financial planning should be transparent, easy to understand, and results-driven—not filled with confusing jargon or sales pressure. Clients describe Randy as personable, trustworthy, and refreshingly honest—qualities that have earned him a loyal following throughout Louisiana and beyond.

Under Randy’s leadership, Hux Capital Management offers a holistic suite of services including proactive money management, retirement income strategies, tax-efficient investing, insurance planning, Social Security optimization, and family legacy and estate planning. His approach blends math, science, and human empathy to build custom financial plans that are designed to last a lifetime—and beyond.

Randy is frequently called upon for expert commentary on retirement planning, fiduciary responsibility, and investor education. His mission remains clear: to empower individuals and families with the clarity, confidence, and control they need to enjoy their financial future on their terms.

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

Investment advisory and financial planning services are offered through Simplicity Wealth, LLC, an SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm nor does it indicate that the adviser has attained a particular level of skill or ability. Investing involves the risk of loss. Insurance, Consulting and Education services offered through Hux Capital Management. Hux Capital Management is a separate and unaffiliated entity from Simplicity Wealth.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-randy-hux-founder-and-president-of-hux-capital-management-discussing-traditional-vs-independent-advisors]]>1345influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-transformational-coach-bree-cook--69633042With a background as a salon owner and cosmetologist for over 10 years, Bree stepped into coaching after her own journey of loss, identity rebirth, and awakening. She’s certified through Tony Robbins Madanes Training and blends mindset work with energy practices, intuitive healing, and feminine embodiment.

She is the host of Journeys of Healing and leads women’s circles, retreats, and heart-centered community experiences where people feel seen, powerful, and connected. Bree believes we are the creators of our reality — and her work activates the courage, clarity, and inner strength to become who we’re meant to be.

Learn More: www.Breecook360.com

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-transformational-coach-bree-cook]]>https://api.spreaker.com/episode/69633042Wed, 28 Jan 2026 01:02:49 +0000Mike Saunders, MBABree focuses on helping women and men rediscover who they are, heal from the past, and create extraordinary lives with purpose, power, and self-love. With a background as a salon owner and cosmetologist for over 10 years, Bree stepped into coaching...With a background as a salon owner and cosmetologist for over 10 years, Bree stepped into coaching after her own journey of loss, identity rebirth, and awakening. She’s certified through Tony Robbins Madanes Training and blends mindset work with energy practices, intuitive healing, and feminine embodiment.

She is the host of Journeys of Healing and leads women’s circles, retreats, and heart-centered community experiences where people feel seen, powerful, and connected. Bree believes we are the creators of our reality — and her work activates the courage, clarity, and inner strength to become who we’re meant to be.

Learn More: www.Breecook360.com

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-transformational-coach-bree-cook]]>1189influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-shawn-mercer-founder-of-mercer-financial-group-discussing-longevity-risk-outliving-your-savings--69632968
With a comprehensive suite of services—including retirement plan design, portfolio management, and access to a wide range of investment options such as stocks, bonds, and other diversified assets—Mercer Financial Group provides the guidance clients need to navigate every stage of their financial journey. Our approach centers on understanding each client’s goals, risk tolerance, and vision for retirement, allowing us to create tailored strategies that support both wealth accumulation and preservation.

At Mercer Financial Group, they believe retirement should be lived with confidence. Their mission is to empower clients with clarity, thoughtful planning, and trusted expertise so they can enjoy the financial security they’ve worked hard to achieve.

Learn More: http://www.mercerfg.com/

Copyright 2025 – Wealth Watch Advisors (WWA) is an SEC registered investment advisory firm and only transacts business in states where it is licensed to do so or exempt from registration. Please note that registration with the SEC does not denote a particular level of skill of the advisor or imply an endorsement by the SEC. All information provided is intended to be general in nature and does not represent personal financial advice. This site is not a solicitation or an offer to invest or purchase any specific product or service. All investments involve risk of loss and are not FDIC insured or guaranteed by any governmental agency or organization. You can view and download our Privacy Policy, Disclosures, ADV Part 2A, and ADV Part 3 CRS. Shawn Mercer is an Investment Advisor Representative of Wealth Watch Advisors and Mercer Financial Group is not affiliated with Wealth Watch Advisors.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-shawn-mercer-founder-of-mercer-financial-group-discussing-longevity-risk-outliving-your-savings]]>https://api.spreaker.com/episode/69632968Wed, 28 Jan 2026 00:54:05 +0000Mike Saunders, MBAMercer Financial Group is a full-service financial services firm committed to helping individuals, families, and business owners build confident, sustainable financial futures. Based in the Wichita Metro Area and proudly serving clients nationwide, we...
With a comprehensive suite of services—including retirement plan design, portfolio management, and access to a wide range of investment options such as stocks, bonds, and other diversified assets—Mercer Financial Group provides the guidance clients need to navigate every stage of their financial journey. Our approach centers on understanding each client’s goals, risk tolerance, and vision for retirement, allowing us to create tailored strategies that support both wealth accumulation and preservation.

At Mercer Financial Group, they believe retirement should be lived with confidence. Their mission is to empower clients with clarity, thoughtful planning, and trusted expertise so they can enjoy the financial security they’ve worked hard to achieve.

Learn More: http://www.mercerfg.com/

Copyright 2025 – Wealth Watch Advisors (WWA) is an SEC registered investment advisory firm and only transacts business in states where it is licensed to do so or exempt from registration. Please note that registration with the SEC does not denote a particular level of skill of the advisor or imply an endorsement by the SEC. All information provided is intended to be general in nature and does not represent personal financial advice. This site is not a solicitation or an offer to invest or purchase any specific product or service. All investments involve risk of loss and are not FDIC insured or guaranteed by any governmental agency or organization. You can view and download our Privacy Policy, Disclosures, ADV Part 2A, and ADV Part 3 CRS. Shawn Mercer is an Investment Advisor Representative of Wealth Watch Advisors and Mercer Financial Group is not affiliated with Wealth Watch Advisors.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-shawn-mercer-founder-of-mercer-financial-group-discussing-longevity-risk-outliving-your-savings]]>1380influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-greg-dupont-founder-of-advocate-wealth-solutions-discussing-making-informed-financial-decisions--69632888
As the founder of DuPont Law Group and a leader behind The Wealth Solutions Network and Advocate Wealth Solutions, Greg works with individuals and families who want more than documents or disconnected financial advice. His work focuses on clarity, protection, and long-term stewardship—helping clients reduce financial loss, avoid unnecessary conflict, and align their wealth with the lives they actually want to live.

Greg is known for taking complex legal and financial topics and translating them into clear, practical guidance. His approach is intentionally different: instead of selling products or pushing pre-packaged solutions, he leads with education, diagnosis, and trust. Clients often describe him as calm, strategic, and deeply invested in helping them think clearly before acting.

Over the course of his career, Greg has advised thousands of families on estate planning, wealth protection, retirement strategy, and legacy design. His work emphasizes proactive planning—addressing risks before they become crises—and helping clients make decisions today that still make sense decades from now.

At the center of Greg’s philosophy is a simple belief: good planning isn’t about money—it’s about people, responsibility, and peace of mind. Whether working with young families, business owners, or retirees, his goal is the same: to replace uncertainty with confidence and help families move forward with intention.

Greg lives and works by a mission to impact one million families by protecting legacies, reducing avoidable financial loss, and elevating the way people experience planning. When he’s not working with clients or building new initiatives, he is focused on teaching, mentoring advisors, and creating systems that make high-quality planning more accessible and human.

Learn more: https://www.advocatewealthsolutions.com/

The information provided by Greg DuPont is intended for general informational and educational purposes only and does not constitute legal, tax, investment, or financial advice. Nothing discussed should be relied upon as a substitute for individualized advice from qualified legal, tax, or financial professionals. All planning strategies and concepts are general in nature and may not be suitable for every individual or situation. Any references to financial strategies, investments, or planning concepts are not intended as a recommendation, solicitation, or offer to buy or sell any securities or financial products. Advisory services are offered only pursuant to an advisory agreement and where permitted by law. Past performance is not indicative of future results. Participation in this content does not create an attorney-client or advisor-client relationship. Outcomes depend on individual circumstances, applicable laws, and market conditions, which are subject to change.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-greg-dupont-founder-of-advocate-wealth-solutions-discussing-making-informed-financial-decisions]]>https://api.spreaker.com/episode/69632888Wed, 28 Jan 2026 00:47:01 +0000Mike Saunders, MBAGreg DuPont is an estate planning attorney, comprehensive financial advisor, and entrepreneur dedicated to helping families protect what matters most—while making confident, informed decisions about their future. As the founder of DuPont Law Group...
As the founder of DuPont Law Group and a leader behind The Wealth Solutions Network and Advocate Wealth Solutions, Greg works with individuals and families who want more than documents or disconnected financial advice. His work focuses on clarity, protection, and long-term stewardship—helping clients reduce financial loss, avoid unnecessary conflict, and align their wealth with the lives they actually want to live.

Greg is known for taking complex legal and financial topics and translating them into clear, practical guidance. His approach is intentionally different: instead of selling products or pushing pre-packaged solutions, he leads with education, diagnosis, and trust. Clients often describe him as calm, strategic, and deeply invested in helping them think clearly before acting.

Over the course of his career, Greg has advised thousands of families on estate planning, wealth protection, retirement strategy, and legacy design. His work emphasizes proactive planning—addressing risks before they become crises—and helping clients make decisions today that still make sense decades from now.

At the center of Greg’s philosophy is a simple belief: good planning isn’t about money—it’s about people, responsibility, and peace of mind. Whether working with young families, business owners, or retirees, his goal is the same: to replace uncertainty with confidence and help families move forward with intention.

Greg lives and works by a mission to impact one million families by protecting legacies, reducing avoidable financial loss, and elevating the way people experience planning. When he’s not working with clients or building new initiatives, he is focused on teaching, mentoring advisors, and creating systems that make high-quality planning more accessible and human.

Learn more: https://www.advocatewealthsolutions.com/

The information provided by Greg DuPont is intended for general informational and educational purposes only and does not constitute legal, tax, investment, or financial advice. Nothing discussed should be relied upon as a substitute for individualized advice from qualified legal, tax, or financial professionals. All planning strategies and concepts are general in nature and may not be suitable for every individual or situation. Any references to financial strategies, investments, or planning concepts are not intended as a recommendation, solicitation, or offer to buy or sell any securities or financial products. Advisory services are offered only pursuant to an advisory agreement and where permitted by law. Past performance is not indicative of future results. Participation in this content does not create an attorney-client or advisor-client relationship. Outcomes depend on individual circumstances, applicable laws, and market conditions, which are subject to change.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-greg-dupont-founder-of-advocate-wealth-solutions-discussing-making-informed-financial-decisions]]>1303influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-clark-smith-president-of-golden-years-financial-discussing-his-book-when-the-paycheck-stops--69600663
His career trajectory continued upward, becoming Vice President of Investments at Prudential Securities in 1995. From 2000 to 2006, Clark served as Vice President of Investments at UBS, further honing his expertise in investment strategies. In 2006, he took a significant leap by becoming a founding partner and portfolio manager at Woodridge Capital Portfolio Management, where his leadership extended to managing a hedge fund at Woodridge Partners from 2008 to 2016.

After a brief retirement from 2017 to 2020, Clark re-entered the financial sector as a Senior Financial Advisor and Director of Retail Operations. His commitment to nurturing talent led him to become the Head of Training for Advisormax financial advisors from 2021 to 2024, where he played a pivotal role in shaping the next generation of financial advisors.

Clark Smith’s career reflects a steadfast dedication to financial excellence and leadership, marked by his strategic vision and commitment to education and mentorship within the industry. His specialization in Retirement Financial Planning underscores his passion for guiding clients towards secure and fulfilling retirements.

Learn more: https://goldenyearsria.com/

Insurance products are offered through the insurance business Golden Years Financial. Golden Years Financial is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by Golden Years Financial are not subject to Investment Adviser requirements. Investing involves risk, including the potential loss of principal. Any references to protection, safety or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the issuing carrier. This podcast is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. Golden Years Financial is not permitted to offer and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Golden Years Financial.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-clark-smith-president-of-golden-years-financial-discussing-his-book-when-the-paycheck-stops]]>https://api.spreaker.com/episode/69600663Mon, 26 Jan 2026 21:19:36 +0000Mike Saunders, MBAClark Smith boasts an impressive career spanning over three decades in the financial advisory realm. He embarked on his journey in 1990 as a financial advisor with Dean Witter Reynolds, quickly rising to prominence as the firm’s youngest Retirement...
His career trajectory continued upward, becoming Vice President of Investments at Prudential Securities in 1995. From 2000 to 2006, Clark served as Vice President of Investments at UBS, further honing his expertise in investment strategies. In 2006, he took a significant leap by becoming a founding partner and portfolio manager at Woodridge Capital Portfolio Management, where his leadership extended to managing a hedge fund at Woodridge Partners from 2008 to 2016.

After a brief retirement from 2017 to 2020, Clark re-entered the financial sector as a Senior Financial Advisor and Director of Retail Operations. His commitment to nurturing talent led him to become the Head of Training for Advisormax financial advisors from 2021 to 2024, where he played a pivotal role in shaping the next generation of financial advisors.

Clark Smith’s career reflects a steadfast dedication to financial excellence and leadership, marked by his strategic vision and commitment to education and mentorship within the industry. His specialization in Retirement Financial Planning underscores his passion for guiding clients towards secure and fulfilling retirements.

Learn more: https://goldenyearsria.com/

Insurance products are offered through the insurance business Golden Years Financial. Golden Years Financial is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by Golden Years Financial are not subject to Investment Adviser requirements. Investing involves risk, including the potential loss of principal. Any references to protection, safety or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the issuing carrier. This podcast is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. Golden Years Financial is not permitted to offer and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Golden Years Financial.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-clark-smith-president-of-golden-years-financial-discussing-his-book-when-the-paycheck-stops]]>984influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-bill-wilson-president-of-wilson-financial-group-discussing-how-to-create-sustainable-income--69600329
Learn More: https://wilsonfinancialgrp.com/

No Rendering of Advice. The information contained is provided for informational purposes only and is not intended to substitute for obtaining accounting, tax, or financial advice from a professional accountant. Presentation of the information via the Internet is not intended to create, and receipt does not constitute, an accountant-client relationship. Internet subscribers, users and online readers are advised not to act upon this information without seeking the service of a professional accountant. Any U.S. federal tax advice contained in this website is not intended to be used for the purpose of avoiding penalties under U.S. federal tax law. While we use reasonable efforts to furnish accurate and up-to-date information, we do not warrant that any information contained in or made available through this website is accurate, complete, reliable, current or error-free. We assume no liability or responsibility for any errors or omissions in the content of this website or such other materials or communications.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-bill-wilson-president-of-wilson-financial-group-discussing-how-to-create-sustainable-income]]>https://api.spreaker.com/episode/69600329Mon, 26 Jan 2026 21:08:15 +0000Mike Saunders, MBAWilson Financial Group focuses on helping people keep what they work hard for when it comes to their retirement. It’s about how people get from where they are right now to where they want to be. It is about achieving their personal financial goals and...
Learn More: https://wilsonfinancialgrp.com/

No Rendering of Advice. The information contained is provided for informational purposes only and is not intended to substitute for obtaining accounting, tax, or financial advice from a professional accountant. Presentation of the information via the Internet is not intended to create, and receipt does not constitute, an accountant-client relationship. Internet subscribers, users and online readers are advised not to act upon this information without seeking the service of a professional accountant. Any U.S. federal tax advice contained in this website is not intended to be used for the purpose of avoiding penalties under U.S. federal tax law. While we use reasonable efforts to furnish accurate and up-to-date information, we do not warrant that any information contained in or made available through this website is accurate, complete, reliable, current or error-free. We assume no liability or responsibility for any errors or omissions in the content of this website or such other materials or communications.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-bill-wilson-president-of-wilson-financial-group-discussing-how-to-create-sustainable-income]]>905influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-shawn-mercer-founder-of-mercer-financial-group-discussing-market-volatility-sequence-of-returns-risk--69551387
With a comprehensive suite of services—including retirement plan design, portfolio management, and access to a wide range of investment options such as stocks, bonds, and other diversified assets—Mercer Financial Group provides the guidance clients need to navigate every stage of their financial journey. Their approach centers on understanding each client’s goals, risk tolerance, and vision for retirement, allowing us to create tailored strategies that support both wealth accumulation and preservation.

At Mercer Financial Group, they believe retirement should be lived with confidence. Their mission is to empower clients with clarity, thoughtful planning, and trusted expertise so people can enjoy the financial security they’ve worked hard to achieve.

Learn More: http://www.mercerfg.com/

Copyright 2025 – Wealth Watch Advisors (WWA) is an SEC registered investment advisory firm and only transacts business in states where it is licensed to do so or exempt from registration. Please note that registration with the SEC does not denote a particular level of skill of the advisor or imply an endorsement by the SEC. All information provided is intended to be general in nature and does not represent personal financial advice. This site is not a solicitation or an offer to invest or purchase any specific product or service. All investments involve risk of loss and are not FDIC insured or guaranteed by any governmental agency or organization. You can view and download our Privacy Policy, Disclosures, ADV Part 2A, and ADV Part 3 CRS. Shawn Mercer is an Investment Advisor Representative of Wealth Watch Advisors and Mercer Financial Group is not affiliated with Wealth Watch Advisors.


Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-shawn-mercer-founder-of-mercer-financial-group-discussing-market-volatility-sequence-of-returns-risk]]>https://api.spreaker.com/episode/69551387Thu, 22 Jan 2026 22:05:00 +0000Mike Saunders, MBAMercer Financial Group is a full-service financial services firm committed to helping individuals, families, and business owners build confident, sustainable financial futures. Based in the Wichita Metro Area and proudly serving clients nationwide, we...
With a comprehensive suite of services—including retirement plan design, portfolio management, and access to a wide range of investment options such as stocks, bonds, and other diversified assets—Mercer Financial Group provides the guidance clients need to navigate every stage of their financial journey. Their approach centers on understanding each client’s goals, risk tolerance, and vision for retirement, allowing us to create tailored strategies that support both wealth accumulation and preservation.

At Mercer Financial Group, they believe retirement should be lived with confidence. Their mission is to empower clients with clarity, thoughtful planning, and trusted expertise so people can enjoy the financial security they’ve worked hard to achieve.

Learn More: http://www.mercerfg.com/

Copyright 2025 – Wealth Watch Advisors (WWA) is an SEC registered investment advisory firm and only transacts business in states where it is licensed to do so or exempt from registration. Please note that registration with the SEC does not denote a particular level of skill of the advisor or imply an endorsement by the SEC. All information provided is intended to be general in nature and does not represent personal financial advice. This site is not a solicitation or an offer to invest or purchase any specific product or service. All investments involve risk of loss and are not FDIC insured or guaranteed by any governmental agency or organization. You can view and download our Privacy Policy, Disclosures, ADV Part 2A, and ADV Part 3 CRS. Shawn Mercer is an Investment Advisor Representative of Wealth Watch Advisors and Mercer Financial Group is not affiliated with Wealth Watch Advisors.


Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-shawn-mercer-founder-of-mercer-financial-group-discussing-market-volatility-sequence-of-returns-risk]]>1259influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-shawn-mercer-founder-of-mercer-financial-group-discussing-inflation-rising-living-costs--69551332
With a comprehensive suite of services—including retirement plan design, portfolio management, and access to a wide range of investment options such as stocks, bonds, and other diversified assets—Mercer Financial Group provides the guidance clients need to navigate every stage of their financial journey. Their approach centers on understanding each client’s goals, risk tolerance, and vision for retirement, allowing us to create tailored strategies that support both wealth accumulation and preservation.

At Mercer Financial Group, they believe retirement should be lived with confidence. Their mission is to empower clients with clarity, thoughtful planning, and trusted expertise so people can enjoy the financial security they’ve worked hard to achieve.

Learn More: http://www.mercerfg.com/

Copyright 2025 – Wealth Watch Advisors (WWA) is an SEC registered investment advisory firm and only transacts business in states where it is licensed to do so or exempt from registration. Please note that registration with the SEC does not denote a particular level of skill of the advisor or imply an endorsement by the SEC. All information provided is intended to be general in nature and does not represent personal financial advice. This site is not a solicitation or an offer to invest or purchase any specific product or service. All investments involve risk of loss and are not FDIC insured or guaranteed by any governmental agency or organization. You can view and download our Privacy Policy, Disclosures, ADV Part 2A, and ADV Part 3 CRS. Shawn Mercer is an Investment Advisor Representative of Wealth Watch Advisors and Mercer Financial Group is not affiliated with Wealth Watch Advisors.


Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-shawn-mercer-founder-of-mercer-financial-group-discussing-inflation-rising-living-costs]]>https://api.spreaker.com/episode/69551332Thu, 22 Jan 2026 21:55:16 +0000Mike Saunders, MBAMercer Financial Group is a full-service financial services firm committed to helping individuals, families, and business owners build confident, sustainable financial futures. Based in the Wichita Metro Area and proudly serving clients nationwide, we...
With a comprehensive suite of services—including retirement plan design, portfolio management, and access to a wide range of investment options such as stocks, bonds, and other diversified assets—Mercer Financial Group provides the guidance clients need to navigate every stage of their financial journey. Their approach centers on understanding each client’s goals, risk tolerance, and vision for retirement, allowing us to create tailored strategies that support both wealth accumulation and preservation.

At Mercer Financial Group, they believe retirement should be lived with confidence. Their mission is to empower clients with clarity, thoughtful planning, and trusted expertise so people can enjoy the financial security they’ve worked hard to achieve.

Learn More: http://www.mercerfg.com/

Copyright 2025 – Wealth Watch Advisors (WWA) is an SEC registered investment advisory firm and only transacts business in states where it is licensed to do so or exempt from registration. Please note that registration with the SEC does not denote a particular level of skill of the advisor or imply an endorsement by the SEC. All information provided is intended to be general in nature and does not represent personal financial advice. This site is not a solicitation or an offer to invest or purchase any specific product or service. All investments involve risk of loss and are not FDIC insured or guaranteed by any governmental agency or organization. You can view and download our Privacy Policy, Disclosures, ADV Part 2A, and ADV Part 3 CRS. Shawn Mercer is an Investment Advisor Representative of Wealth Watch Advisors and Mercer Financial Group is not affiliated with Wealth Watch Advisors.


Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-shawn-mercer-founder-of-mercer-financial-group-discussing-inflation-rising-living-costs]]>1331influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-randy-hux-founder-and-president-of-hux-capital-management-discussing-overcoming-financial-fears-with-knowledge-and-strategy--69497150
As a licensed fiduciary, Randy upholds the highest legal and ethical standards, always putting clients’ best interests first. His philosophy is simple: financial planning should be transparent, easy to understand, and results-driven—not filled with confusing jargon or sales pressure. Clients describe Randy as personable, trustworthy, and refreshingly honest—qualities that have earned him a loyal following throughout Louisiana and beyond.

Under Randy’s leadership, Hux Capital Management offers a holistic suite of services including proactive money management, retirement income strategies, tax-efficient investing, insurance planning, Social Security optimization, and family legacy and estate planning. His approach blends math, science, and human empathy to build custom financial plans that are designed to last a lifetime—and beyond.

Randy is frequently called upon for expert commentary on retirement planning, fiduciary responsibility, and investor education. His mission remains clear: to empower individuals and families with the clarity, confidence, and control they need to enjoy their financial future on their terms.

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

Investment advisory and financial planning services are offered through Simplicity Wealth, LLC, an SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm nor does it indicate that the adviser has attained a particular level of skill or ability. Investing involves the risk of loss. Insurance, Consulting and Education services offered through Hux Capital Management. Hux Capital Management is a separate and unaffiliated entity from Simplicity Wealth.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-randy-hux-founder-and-president-of-hux-capital-management-discussing-overcoming-financial-fears-with-knowledge-and-strategy]]>https://api.spreaker.com/episode/69497150Sun, 18 Jan 2026 15:40:48 +0000Mike Saunders, MBARandy Hux is the Founder and President of Hux Capital Management, a fiduciary financial planning firm headquartered in Lafayette, Louisiana. With over two decades of experience in the financial services industry, Randy is known for his passion,...
As a licensed fiduciary, Randy upholds the highest legal and ethical standards, always putting clients’ best interests first. His philosophy is simple: financial planning should be transparent, easy to understand, and results-driven—not filled with confusing jargon or sales pressure. Clients describe Randy as personable, trustworthy, and refreshingly honest—qualities that have earned him a loyal following throughout Louisiana and beyond.

Under Randy’s leadership, Hux Capital Management offers a holistic suite of services including proactive money management, retirement income strategies, tax-efficient investing, insurance planning, Social Security optimization, and family legacy and estate planning. His approach blends math, science, and human empathy to build custom financial plans that are designed to last a lifetime—and beyond.

Randy is frequently called upon for expert commentary on retirement planning, fiduciary responsibility, and investor education. His mission remains clear: to empower individuals and families with the clarity, confidence, and control they need to enjoy their financial future on their terms.

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

Investment advisory and financial planning services are offered through Simplicity Wealth, LLC, an SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm nor does it indicate that the adviser has attained a particular level of skill or ability. Investing involves the risk of loss. Insurance, Consulting and Education services offered through Hux Capital Management. Hux Capital Management is a separate and unaffiliated entity from Simplicity Wealth.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-randy-hux-founder-and-president-of-hux-capital-management-discussing-overcoming-financial-fears-with-knowledge-and-strategy]]>1700influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-randy-hux-founder-and-president-of-hux-capital-management-discussing-securing-financial-future-through-holistic-planning--69497095
As a licensed fiduciary, Randy upholds the highest legal and ethical standards, always putting clients’ best interests first. His philosophy is simple: financial planning should be transparent, easy to understand, and results-driven—not filled with confusing jargon or sales pressure. Clients describe Randy as personable, trustworthy, and refreshingly honest—qualities that have earned him a loyal following throughout Louisiana and beyond.

Under Randy’s leadership, Hux Capital Management offers a holistic suite of services including proactive money management, retirement income strategies, tax-efficient investing, insurance planning, Social Security optimization, and family legacy and estate planning. His approach blends math, science, and human empathy to build custom financial plans that are designed to last a lifetime—and beyond.

Randy is frequently called upon for expert commentary on retirement planning, fiduciary responsibility, and investor education. His mission remains clear: to empower individuals and families with the clarity, confidence, and control they need to enjoy their financial future on their terms.

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

Investment advisory and financial planning services are offered through Simplicity Wealth, LLC, an SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm nor does it indicate that the adviser has attained a particular level of skill or ability. Investing involves the risk of loss. Insurance, Consulting and Education services offered through Hux Capital Management. Hux Capital Management is a separate and unaffiliated entity from Simplicity Wealth.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-randy-hux-founder-and-president-of-hux-capital-management-discussing-securing-financial-future-through-holistic-planning]]>https://api.spreaker.com/episode/69497095Sun, 18 Jan 2026 15:34:06 +0000Mike Saunders, MBARandy Hux is the Founder and President of Hux Capital Management, a fiduciary financial planning firm headquartered in Lafayette, Louisiana. With over two decades of experience in the financial services industry, Randy is known for his passion,...
As a licensed fiduciary, Randy upholds the highest legal and ethical standards, always putting clients’ best interests first. His philosophy is simple: financial planning should be transparent, easy to understand, and results-driven—not filled with confusing jargon or sales pressure. Clients describe Randy as personable, trustworthy, and refreshingly honest—qualities that have earned him a loyal following throughout Louisiana and beyond.

Under Randy’s leadership, Hux Capital Management offers a holistic suite of services including proactive money management, retirement income strategies, tax-efficient investing, insurance planning, Social Security optimization, and family legacy and estate planning. His approach blends math, science, and human empathy to build custom financial plans that are designed to last a lifetime—and beyond.

Randy is frequently called upon for expert commentary on retirement planning, fiduciary responsibility, and investor education. His mission remains clear: to empower individuals and families with the clarity, confidence, and control they need to enjoy their financial future on their terms.

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

Investment advisory and financial planning services are offered through Simplicity Wealth, LLC, an SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm nor does it indicate that the adviser has attained a particular level of skill or ability. Investing involves the risk of loss. Insurance, Consulting and Education services offered through Hux Capital Management. Hux Capital Management is a separate and unaffiliated entity from Simplicity Wealth.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-randy-hux-founder-and-president-of-hux-capital-management-discussing-securing-financial-future-through-holistic-planning]]>1330influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-randy-hux-founder-and-president-of-hux-capital-management-discussing-building-trust-in-financial-advisory--69497050
As a licensed fiduciary, Randy upholds the highest legal and ethical standards, always putting clients’ best interests first. His philosophy is simple: financial planning should be transparent, easy to understand, and results-driven—not filled with confusing jargon or sales pressure. Clients describe Randy as personable, trustworthy, and refreshingly honest—qualities that have earned him a loyal following throughout Louisiana and beyond.

Under Randy’s leadership, Hux Capital Management offers a holistic suite of services including proactive money management, retirement income strategies, tax-efficient investing, insurance planning, Social Security optimization, and family legacy and estate planning. His approach blends math, science, and human empathy to build custom financial plans that are designed to last a lifetime—and beyond.

Randy is frequently called upon for expert commentary on retirement planning, fiduciary responsibility, and investor education. His mission remains clear: to empower individuals and families with the clarity, confidence, and control they need to enjoy their financial future on their terms.

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

Investment advisory and financial planning services are offered through Simplicity Wealth, LLC, an SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm nor does it indicate that the adviser has attained a particular level of skill or ability. Investing involves the risk of loss. Insurance, Consulting and Education services offered through Hux Capital Management. Hux Capital Management is a separate and unaffiliated entity from Simplicity Wealth.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-randy-hux-founder-and-president-of-hux-capital-management-discussing-building-trust-in-financial-advisory]]>https://api.spreaker.com/episode/69497050Sun, 18 Jan 2026 15:25:19 +0000Mike Saunders, MBARandy Hux is the Founder and President of Hux Capital Management, a fiduciary financial planning firm headquartered in Lafayette, Louisiana. With over two decades of experience in the financial services industry, Randy is known for his passion,...
As a licensed fiduciary, Randy upholds the highest legal and ethical standards, always putting clients’ best interests first. His philosophy is simple: financial planning should be transparent, easy to understand, and results-driven—not filled with confusing jargon or sales pressure. Clients describe Randy as personable, trustworthy, and refreshingly honest—qualities that have earned him a loyal following throughout Louisiana and beyond.

Under Randy’s leadership, Hux Capital Management offers a holistic suite of services including proactive money management, retirement income strategies, tax-efficient investing, insurance planning, Social Security optimization, and family legacy and estate planning. His approach blends math, science, and human empathy to build custom financial plans that are designed to last a lifetime—and beyond.

Randy is frequently called upon for expert commentary on retirement planning, fiduciary responsibility, and investor education. His mission remains clear: to empower individuals and families with the clarity, confidence, and control they need to enjoy their financial future on their terms.

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

Investment advisory and financial planning services are offered through Simplicity Wealth, LLC, an SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm nor does it indicate that the adviser has attained a particular level of skill or ability. Investing involves the risk of loss. Insurance, Consulting and Education services offered through Hux Capital Management. Hux Capital Management is a separate and unaffiliated entity from Simplicity Wealth.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-randy-hux-founder-and-president-of-hux-capital-management-discussing-building-trust-in-financial-advisory]]>1306influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-daniel-wachs-with-perpetual-wealth-management-strategic-use-of-leverage-in-retirement-planning--69462405
If you are interested in learning more about Premium Financing and how these concepts can be implemented in your practice or financial plan, please book a no obligation 30-minute conversation with me.

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

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-daniel-wachs-with-perpetual-wealth-management-strategic-use-of-leverage-in-retirement-planning]]>https://api.spreaker.com/episode/69462405Fri, 16 Jan 2026 02:12:18 +0000Mike Saunders, MBADaniel has worked in the insurance and financial services business since 1995. He is the founder of Perpetual Wealth Management, LLC and the Perpetual Wealth System for Premium financing transactions. Daniel’s business has been focused on Premium...
If you are interested in learning more about Premium Financing and how these concepts can be implemented in your practice or financial plan, please book a no obligation 30-minute conversation with me.

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

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-daniel-wachs-with-perpetual-wealth-management-strategic-use-of-leverage-in-retirement-planning]]>1221influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-daniel-wachs-with-perpetual-wealth-management-navigating-the-complexities-and-fears-of-premium-finance--69462330
If you are interested in learning more about Premium Financing and how these concepts can be implemented in your practice or financial plan, please book a no obligation 30-minute conversation with me.

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


Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-daniel-wachs-with-perpetual-wealth-management-navigating-the-complexities-and-fears-of-premium-finance]]>https://api.spreaker.com/episode/69462330Fri, 16 Jan 2026 01:58:01 +0000Mike Saunders, MBADaniel has worked in the insurance and financial services business since 1995. He is the founder of Perpetual Wealth Management, LLC and the Perpetual Wealth System for Premium financing transactions. Daniel’s business has been focused on Premium...
If you are interested in learning more about Premium Financing and how these concepts can be implemented in your practice or financial plan, please book a no obligation 30-minute conversation with me.

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


Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-daniel-wachs-with-perpetual-wealth-management-navigating-the-complexities-and-fears-of-premium-finance]]>1511influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-daniel-wachs-with-perpetual-wealth-management-leveraging-premium-finance--69454604
If you are interested in learning more about Premium Financing and how these concepts can be implemented in your practice or financial plan, please book a no-obligation 30-minute conversation with me.

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

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-daniel-wachs-with-perpetual-wealth-management-leveraging-premium-finance]]>https://api.spreaker.com/episode/69454604Thu, 15 Jan 2026 16:05:23 +0000Mike Saunders, MBADaniel has worked in the insurance and financial services business since 1995. He is the founder of Perpetual Wealth Management, LLC, and the Perpetual Wealth System for Premium financing transactions. Daniel’s business has been focused on Premium...
If you are interested in learning more about Premium Financing and how these concepts can be implemented in your practice or financial plan, please book a no-obligation 30-minute conversation with me.

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

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-daniel-wachs-with-perpetual-wealth-management-leveraging-premium-finance]]>1348influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-greg-dupont-founder-of-advocate-wealth-solutions-discussing-avoiding-unintended-consequences--69419401
As the founder of DuPont Law Group and a leader behind The Wealth Solutions Network and Advocate Wealth Solutions, Greg works with individuals and families who want more than documents or disconnected financial advice. His work focuses on clarity, protection, and long-term stewardship—helping clients reduce financial loss, avoid unnecessary conflict, and align their wealth with the lives they actually want to live.

Greg is known for taking complex legal and financial topics and translating them into clear, practical guidance. His approach is intentionally different: instead of selling products or pushing pre-packaged solutions, he leads with education, diagnosis, and trust. Clients often describe him as calm, strategic, and deeply invested in helping them think clearly before acting.

Over the course of his career, Greg has advised thousands of families on estate planning, wealth protection, retirement strategy, and legacy design. His work emphasizes proactive planning—addressing risks before they become crises—and helping clients make decisions today that still make sense decades from now.

At the center of Greg’s philosophy is a simple belief: good planning isn’t about money—it’s about people, responsibility, and peace of mind. Whether working with young families, business owners, or retirees, his goal is the same: to replace uncertainty with confidence and help families move forward with intention.

Greg lives and works by a mission to impact one million families by protecting legacies, reducing avoidable financial loss, and elevating the way people experience planning. When he’s not working with clients or building new initiatives, he is focused on teaching, mentoring advisors, and creating systems that make high-quality planning more accessible and human.

Learn more: https://www.advocatewealthsolutions.com/

The information provided by Greg DuPont is intended for general informational and educational purposes only and does not constitute legal, tax, investment, or financial advice. Nothing discussed should be relied upon as a substitute for individualized advice from qualified legal, tax, or financial professionals. All planning strategies and concepts are general in nature and may not be suitable for every individual or situation.

Any references to financial strategies, investments, or planning concepts are not intended as a recommendation, solicitation, or offer to buy or sell any securities or financial products. Advisory services are offered only pursuant to an advisory agreement and where permitted by law. Past performance is not indicative of future results.
Participation in this content does not create an attorney-client or advisor-client relationship. Outcomes depend on individual circumstances, applicable laws, and market conditions, which are subject to change.


Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-greg-dupont-founder-of-advocate-wealth-solutions-discussing-avoiding-unintended-consequences]]>https://api.spreaker.com/episode/69419401Tue, 13 Jan 2026 13:09:13 +0000Mike Saunders, MBAGreg DuPont is an estate planning attorney, comprehensive financial advisor, and entrepreneur dedicated to helping families protect what matters most—while making confident, informed decisions about their future. As the founder of DuPont Law Group...
As the founder of DuPont Law Group and a leader behind The Wealth Solutions Network and Advocate Wealth Solutions, Greg works with individuals and families who want more than documents or disconnected financial advice. His work focuses on clarity, protection, and long-term stewardship—helping clients reduce financial loss, avoid unnecessary conflict, and align their wealth with the lives they actually want to live.

Greg is known for taking complex legal and financial topics and translating them into clear, practical guidance. His approach is intentionally different: instead of selling products or pushing pre-packaged solutions, he leads with education, diagnosis, and trust. Clients often describe him as calm, strategic, and deeply invested in helping them think clearly before acting.

Over the course of his career, Greg has advised thousands of families on estate planning, wealth protection, retirement strategy, and legacy design. His work emphasizes proactive planning—addressing risks before they become crises—and helping clients make decisions today that still make sense decades from now.

At the center of Greg’s philosophy is a simple belief: good planning isn’t about money—it’s about people, responsibility, and peace of mind. Whether working with young families, business owners, or retirees, his goal is the same: to replace uncertainty with confidence and help families move forward with intention.

Greg lives and works by a mission to impact one million families by protecting legacies, reducing avoidable financial loss, and elevating the way people experience planning. When he’s not working with clients or building new initiatives, he is focused on teaching, mentoring advisors, and creating systems that make high-quality planning more accessible and human.

Learn more: https://www.advocatewealthsolutions.com/

The information provided by Greg DuPont is intended for general informational and educational purposes only and does not constitute legal, tax, investment, or financial advice. Nothing discussed should be relied upon as a substitute for individualized advice from qualified legal, tax, or financial professionals. All planning strategies and concepts are general in nature and may not be suitable for every individual or situation.

Any references to financial strategies, investments, or planning concepts are not intended as a recommendation, solicitation, or offer to buy or sell any securities or financial products. Advisory services are offered only pursuant to an advisory agreement and where permitted by law. Past performance is not indicative of future results.
Participation in this content does not create an attorney-client or advisor-client relationship. Outcomes depend on individual circumstances, applicable laws, and market conditions, which are subject to change.


Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-greg-dupont-founder-of-advocate-wealth-solutions-discussing-avoiding-unintended-consequences]]>1321influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-greg-dupont-founder-of-advocate-wealth-solutions-discussing-achieving-peace-of-mind-in-retirement--69402074
As the founder of DuPont Law Group and a leader behind The Wealth Solutions Network and Advocate Wealth Solutions, Greg works with individuals and families who want more than documents or disconnected financial advice. His work focuses on clarity, protection, and long-term stewardship—helping clients reduce financial loss, avoid unnecessary conflict, and align their wealth with the lives they actually want to live.

Greg is known for taking complex legal and financial topics and translating them into clear, practical guidance. His approach is intentionally different: instead of selling products or pushing pre-packaged solutions, he leads with education, diagnosis, and trust. Clients often describe him as calm, strategic, and deeply invested in helping them think clearly before acting.

Over the course of his career, Greg has advised thousands of families on estate planning, wealth protection, retirement strategy, and legacy design. His work emphasizes proactive planning—addressing risks before they become crises—and helping clients make decisions today that still make sense decades from now.

At the center of Greg’s philosophy is a simple belief: good planning isn’t about money—it’s about people, responsibility, and peace of mind. Whether working with young families, business owners, or retirees, his goal is the same: to replace uncertainty with confidence and help families move forward with intention.

Greg lives and works by a mission to impact one million families by protecting legacies, reducing avoidable financial loss, and elevating the way people experience planning. When he’s not working with clients or building new initiatives, he is focused on teaching, mentoring advisors, and creating systems that make high-quality planning more accessible and human.

Learn more: https://www.advocatewealthsolutions.com/

The information provided by Greg DuPont is intended for general informational and educational purposes only and does not constitute legal, tax, investment, or financial advice. Nothing discussed should be relied upon as a substitute for individualized advice from qualified legal, tax, or financial professionals. All planning strategies and concepts are general in nature and may not be suitable for every individual or situation.

Any references to financial strategies, investments, or planning concepts are not intended as a recommendation, solicitation, or offer to buy or sell any securities or financial products. Advisory services are offered only pursuant to an advisory agreement and where permitted by law. Past performance is not indicative of future results.
Participation in this content does not create an attorney-client or advisor-client relationship. Outcomes depend on individual circumstances, applicable laws, and market conditions, which are subject to change.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-greg-dupont-founder-of-advocate-wealth-solutions-discussing-achieving-peace-of-mind-in-retirement]]>https://api.spreaker.com/episode/69402074Mon, 12 Jan 2026 15:13:30 +0000Mike Saunders, MBAGreg DuPont is an estate planning attorney, comprehensive financial advisor, and entrepreneur dedicated to helping families protect what matters most—while making confident, informed decisions about their future. As the founder of DuPont Law Group...
As the founder of DuPont Law Group and a leader behind The Wealth Solutions Network and Advocate Wealth Solutions, Greg works with individuals and families who want more than documents or disconnected financial advice. His work focuses on clarity, protection, and long-term stewardship—helping clients reduce financial loss, avoid unnecessary conflict, and align their wealth with the lives they actually want to live.

Greg is known for taking complex legal and financial topics and translating them into clear, practical guidance. His approach is intentionally different: instead of selling products or pushing pre-packaged solutions, he leads with education, diagnosis, and trust. Clients often describe him as calm, strategic, and deeply invested in helping them think clearly before acting.

Over the course of his career, Greg has advised thousands of families on estate planning, wealth protection, retirement strategy, and legacy design. His work emphasizes proactive planning—addressing risks before they become crises—and helping clients make decisions today that still make sense decades from now.

At the center of Greg’s philosophy is a simple belief: good planning isn’t about money—it’s about people, responsibility, and peace of mind. Whether working with young families, business owners, or retirees, his goal is the same: to replace uncertainty with confidence and help families move forward with intention.

Greg lives and works by a mission to impact one million families by protecting legacies, reducing avoidable financial loss, and elevating the way people experience planning. When he’s not working with clients or building new initiatives, he is focused on teaching, mentoring advisors, and creating systems that make high-quality planning more accessible and human.

Learn more: https://www.advocatewealthsolutions.com/

The information provided by Greg DuPont is intended for general informational and educational purposes only and does not constitute legal, tax, investment, or financial advice. Nothing discussed should be relied upon as a substitute for individualized advice from qualified legal, tax, or financial professionals. All planning strategies and concepts are general in nature and may not be suitable for every individual or situation.

Any references to financial strategies, investments, or planning concepts are not intended as a recommendation, solicitation, or offer to buy or sell any securities or financial products. Advisory services are offered only pursuant to an advisory agreement and where permitted by law. Past performance is not indicative of future results.
Participation in this content does not create an attorney-client or advisor-client relationship. Outcomes depend on individual circumstances, applicable laws, and market conditions, which are subject to change.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-greg-dupont-founder-of-advocate-wealth-solutions-discussing-achieving-peace-of-mind-in-retirement]]>1293influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-curtis-cottle-founder-of-sbc-financial-discussing-taxes-in-retirement--69401952
At the core of his firm’s approach is a deep emphasis on strategic tax planning as it relates to retirement, helping clients keep more of what they’ve earned and build long-term financial confidence.

He’s the creator of the Wealth Wellness Checkup, a planning experience that uncovers hidden financial blind spots and helps people make smart, informed decisions. The firm is built to simplify complexity, bring structure to planning, and deliver personalized strategies that work in the real world.

With nearly two decades of experience, Curtis is known for cutting through the noise, building lasting relationships, and helping people create long-term security without the guesswork.

When he’s not driving growth or designing new campaigns, you’ll find him investing in his team, building partnerships, or spending time with his family, living the same values his business is built on: fun, unity, and getting things done.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-curtis-cottle-founder-of-sbc-financial-discussing-taxes-in-retirement]]>https://api.spreaker.com/episode/69401952Mon, 12 Jan 2026 15:00:34 +0000Mike Saunders, MBACurtis Cottle is a Certified Financial Fiduciary, visionary growth strategist and cofounder of one of Michigan’s fastest-scaling financial services firms. He specializes in retirement planning, estate planning, and strategic tax strategies designed to...
At the core of his firm’s approach is a deep emphasis on strategic tax planning as it relates to retirement, helping clients keep more of what they’ve earned and build long-term financial confidence.

He’s the creator of the Wealth Wellness Checkup, a planning experience that uncovers hidden financial blind spots and helps people make smart, informed decisions. The firm is built to simplify complexity, bring structure to planning, and deliver personalized strategies that work in the real world.

With nearly two decades of experience, Curtis is known for cutting through the noise, building lasting relationships, and helping people create long-term security without the guesswork.

When he’s not driving growth or designing new campaigns, you’ll find him investing in his team, building partnerships, or spending time with his family, living the same values his business is built on: fun, unity, and getting things done.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-curtis-cottle-founder-of-sbc-financial-discussing-taxes-in-retirement]]>1192influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-greg-dupont-founder-of-advocate-wealth-solutions-discussing-coordinating-financial-tax-and-estate-decisions--69359224
As the founder of DuPont Law Group and a leader behind The Wealth Solutions Network and Advocate Wealth Solutions, Greg works with individuals and families who want more than documents or disconnected financial advice. His work focuses on clarity, protection, and long-term stewardship—helping clients reduce financial loss, avoid unnecessary conflict, and align their wealth with the lives they actually want to live.

Greg is known for taking complex legal and financial topics and translating them into clear, practical guidance. His approach is intentionally different: instead of selling products or pushing pre-packaged solutions, he leads with education, diagnosis, and trust. Clients often describe him as calm, strategic, and deeply invested in helping them think clearly before acting.

Over the course of his career, Greg has advised thousands of families on estate planning, wealth protection, retirement strategy, and legacy design. His work emphasizes proactive planning—addressing risks before they become crises—and helping clients make decisions today that still make sense decades from now.

At the center of Greg’s philosophy is a simple belief: good planning isn’t about money—it’s about people, responsibility, and peace of mind. Whether working with young families, business owners, or retirees, his goal is the same: to replace uncertainty with confidence and help families move forward with intention.

Greg lives and works by a mission to impact one million families by protecting legacies, reducing avoidable financial loss, and elevating the way people experience planning. When he’s not working with clients or building new initiatives, he is focused on teaching, mentoring advisors, and creating systems that make high-quality planning more accessible and human.

Learn more: https://www.advocatewealthsolutions.com/

The information provided by Greg DuPont is intended for general informational and educational purposes only and does not constitute legal, tax, investment, or financial advice. Nothing discussed should be relied upon as a substitute for individualized advice from qualified legal, tax, or financial professionals. All planning strategies and concepts are general in nature and may not be suitable for every individual or situation.

Any references to financial strategies, investments, or planning concepts are not intended as a recommendation, solicitation, or offer to buy or sell any securities or financial products. Advisory services are offered only pursuant to an advisory agreement and where permitted by law. Past performance is not indicative of future results.
Participation in this content does not create an attorney-client or advisor-client relationship. Outcomes depend on individual circumstances, applicable laws, and market conditions, which are subject to change.


Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-greg-dupont-founder-of-advocate-wealth-solutions-discussing-coordinating-financial-tax-and-estate-decisions]]>https://api.spreaker.com/episode/69359224Thu, 08 Jan 2026 21:04:21 +0000Mike Saunders, MBAGreg DuPont is an estate planning attorney, comprehensive financial advisor, and entrepreneur dedicated to helping families protect what matters most—while making confident, informed decisions about their future. As the founder of DuPont Law Group...
As the founder of DuPont Law Group and a leader behind The Wealth Solutions Network and Advocate Wealth Solutions, Greg works with individuals and families who want more than documents or disconnected financial advice. His work focuses on clarity, protection, and long-term stewardship—helping clients reduce financial loss, avoid unnecessary conflict, and align their wealth with the lives they actually want to live.

Greg is known for taking complex legal and financial topics and translating them into clear, practical guidance. His approach is intentionally different: instead of selling products or pushing pre-packaged solutions, he leads with education, diagnosis, and trust. Clients often describe him as calm, strategic, and deeply invested in helping them think clearly before acting.

Over the course of his career, Greg has advised thousands of families on estate planning, wealth protection, retirement strategy, and legacy design. His work emphasizes proactive planning—addressing risks before they become crises—and helping clients make decisions today that still make sense decades from now.

At the center of Greg’s philosophy is a simple belief: good planning isn’t about money—it’s about people, responsibility, and peace of mind. Whether working with young families, business owners, or retirees, his goal is the same: to replace uncertainty with confidence and help families move forward with intention.

Greg lives and works by a mission to impact one million families by protecting legacies, reducing avoidable financial loss, and elevating the way people experience planning. When he’s not working with clients or building new initiatives, he is focused on teaching, mentoring advisors, and creating systems that make high-quality planning more accessible and human.

Learn more: https://www.advocatewealthsolutions.com/

The information provided by Greg DuPont is intended for general informational and educational purposes only and does not constitute legal, tax, investment, or financial advice. Nothing discussed should be relied upon as a substitute for individualized advice from qualified legal, tax, or financial professionals. All planning strategies and concepts are general in nature and may not be suitable for every individual or situation.

Any references to financial strategies, investments, or planning concepts are not intended as a recommendation, solicitation, or offer to buy or sell any securities or financial products. Advisory services are offered only pursuant to an advisory agreement and where permitted by law. Past performance is not indicative of future results.
Participation in this content does not create an attorney-client or advisor-client relationship. Outcomes depend on individual circumstances, applicable laws, and market conditions, which are subject to change.


Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-greg-dupont-founder-of-advocate-wealth-solutions-discussing-coordinating-financial-tax-and-estate-decisions]]>1698influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-pri-cosentino-founder-financial-advisor-at-fern-prosperity-discussing-the-new-rules-of-money--69346392
Pri was mentored for more than ten years by an experienced financial advisor, during which time she developed the WISE Method™—a planning framework based on Wisdom, Insight, Strategy, and Enjoyment. This approach is designed to help clients consider how to align their financial decisions with their values and long-term vision.

Pri holds a degree from the University of Central Florida (UCF) and an MBA in Neuroscience and Human Behavior from UniF. Her education combines financial planning with behavioral science, which supports her work in helping clients make informed decisions about money, life, and legacy.

As an Advisor, Pri applies the W.I.S.E. Planning™ methodology when building personalized strategies that may address areas such as income planning, tax considerations, estate and legacy planning, and personal development. She works with a diverse and global clientele, offering services in English, Portuguese, German, and Spanish.

Pri is also an author and speaker who shares insights on financial planning and personal development. Her professional philosophy emphasizes clarity, a client-first focus, and values-based planning.

Outside of her professional work, Pri is a committed learner, traveler, and cultural enthusiast. She enjoys fitness, thoughtful conversations about business and purpose, and is the proud dog mom of Tish, Weiße, Pkna, and Traya.

Learn More: https://pricosentino.com/

Fern Prosperity, LLC and Pri Cosentino are not affiliated with the Social Security Administration or any government agency. This content is intended strictly for educational purposes and should not be construed as individualized investment advice. Any decisions related to Social Security, retirement, or financial planning should be made in the context of a comprehensive plan and in consultation with a qualified advisor. Investment advisory services are offered through Virtue Capital Management, LLC (VCM), a registered investment advisor. Fern Prosperity, LLC and VCM are independent entities. Investing involves risk, including the potential loss of principal. Past performance is not indicative of future results, and no investment strategy can guarantee a profit or protect against loss during periods of market decline. None of the information presented shall constitute an offer to sell or a solicitation of an offer to buy any security or insurance product. References to protection benefits or reliable income streams relate exclusively to fixed insurance products and not to securities or investment advisory services. Annuity guarantees are subject to the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products and may be subject to fees, surrender charges, and holding periods, which vary by insurance carrier. Annuities are not FDIC-insured. Information and opinions provided by third parties have been obtained from sources believed to be reliable, but Fern Prosperity, LLC makes no representation as to their accuracy or completeness. Content is provided for informational purposes only and should not be the sole basis for any financial decision, nor should it be interpreted as advice tailored to the specific needs of an individual’s situation. Third-party ratings, awards, or recognitions are not guarantees of future investment success and should not be construed as endorsements of Pri Cosentino or Fern Prosperity, LLC. They do not ensure that a client or prospective client will achieve a higher level of performance or results. Such ratings are not indicative of any one client’s experience and should not be considered a testimonial.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-pri-cosentino-founder-financial-advisor-at-fern-prosperity-discussing-the-new-rules-of-money]]>https://api.spreaker.com/episode/69346392Wed, 07 Jan 2026 22:52:44 +0000Mike Saunders, MBAPriscila “Pri” Cosentino is the Founder and Financial Advisor at Fern Prosperity, an advisory firm dedicated to helping individuals pursue their financial goals through integrated planning strategies and personal development. With over a decade of...
Pri was mentored for more than ten years by an experienced financial advisor, during which time she developed the WISE Method™—a planning framework based on Wisdom, Insight, Strategy, and Enjoyment. This approach is designed to help clients consider how to align their financial decisions with their values and long-term vision.

Pri holds a degree from the University of Central Florida (UCF) and an MBA in Neuroscience and Human Behavior from UniF. Her education combines financial planning with behavioral science, which supports her work in helping clients make informed decisions about money, life, and legacy.

As an Advisor, Pri applies the W.I.S.E. Planning™ methodology when building personalized strategies that may address areas such as income planning, tax considerations, estate and legacy planning, and personal development. She works with a diverse and global clientele, offering services in English, Portuguese, German, and Spanish.

Pri is also an author and speaker who shares insights on financial planning and personal development. Her professional philosophy emphasizes clarity, a client-first focus, and values-based planning.

Outside of her professional work, Pri is a committed learner, traveler, and cultural enthusiast. She enjoys fitness, thoughtful conversations about business and purpose, and is the proud dog mom of Tish, Weiße, Pkna, and Traya.

Learn More: https://pricosentino.com/

Fern Prosperity, LLC and Pri Cosentino are not affiliated with the Social Security Administration or any government agency. This content is intended strictly for educational purposes and should not be construed as individualized investment advice. Any decisions related to Social Security, retirement, or financial planning should be made in the context of a comprehensive plan and in consultation with a qualified advisor. Investment advisory services are offered through Virtue Capital Management, LLC (VCM), a registered investment advisor. Fern Prosperity, LLC and VCM are independent entities. Investing involves risk, including the potential loss of principal. Past performance is not indicative of future results, and no investment strategy can guarantee a profit or protect against loss during periods of market decline. None of the information presented shall constitute an offer to sell or a solicitation of an offer to buy any security or insurance product. References to protection benefits or reliable income streams relate exclusively to fixed insurance products and not to securities or investment advisory services. Annuity guarantees are subject to the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products and may be subject to fees, surrender charges, and holding periods, which vary by insurance carrier. Annuities are not FDIC-insured. Information and opinions provided by third parties have been obtained from sources believed to be reliable, but Fern Prosperity, LLC makes no representation as to their accuracy or completeness. Content is provided for informational purposes only and should not be the sole basis for any financial decision, nor should it be interpreted as advice tailored to the specific needs of an individual’s situation. Third-party ratings, awards, or recognitions are not guarantees of future investment success and should not be construed as endorsements of Pri Cosentino or Fern...]]>1131influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-patrick-cotter-founder-of-cotter-financial-group-discussing-navigating-uncertainty-in-retirement--69197985

• Retirement Income Planning – safe, predictable, and guaranteed
• Legacy Planning – maximize to whom and what is left to heirs
• Wealth Transfer – tax-efficient transfer strategies
• Estate Planning – Wills, Trusts, and Asset Protection
• Social Security Optimization – claiming strategy guidance
• Wealth Management – safe and tax-efficient strategies for inflation risk

Learn More: www.cotterfinancialgroup.com

Cotter Financial Group, LLC and Kinetic Investment Management, Inc. are two separate entities. Insurance products and services are offered and sold through individually licensed and appointed agents in all appropriate jurisdictions under Cotter Financial Group, LLC. Investment Advisory Services are offered through Kinetic Investment Management, Inc., 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.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-patrick-cotter-founder-of-cotter-financial-group-discussing-navigating-uncertainty-in-retirement]]>https://api.spreaker.com/episode/69197985Wed, 24 Dec 2025 18:07:13 +0000Mike Saunders, MBACotter Financial Group, LLC. is a community-based concierge-level retirement planning firm helping pre-retirees and retirees in the most critical phase of retirement known as the Retirement Red Zone. 10 years before and after retirement. They are a...

• Retirement Income Planning – safe, predictable, and guaranteed
• Legacy Planning – maximize to whom and what is left to heirs
• Wealth Transfer – tax-efficient transfer strategies
• Estate Planning – Wills, Trusts, and Asset Protection
• Social Security Optimization – claiming strategy guidance
• Wealth Management – safe and tax-efficient strategies for inflation risk

Learn More: www.cotterfinancialgroup.com

Cotter Financial Group, LLC and Kinetic Investment Management, Inc. are two separate entities. Insurance products and services are offered and sold through individually licensed and appointed agents in all appropriate jurisdictions under Cotter Financial Group, LLC. Investment Advisory Services are offered through Kinetic Investment Management, Inc., 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.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-patrick-cotter-founder-of-cotter-financial-group-discussing-navigating-uncertainty-in-retirement]]>1184influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-patrick-cotter-founder-of-cotter-financial-group-discussing-emotional-well-being-in-retirement--69167352

• Retirement Income Planning – safe, predictable, and guaranteed
• Legacy Planning – maximize to whom and what is left to heirs
• Wealth Transfer – tax-efficient transfer strategies
• Estate Planning – Wills, Trusts, and Asset Protection
• Social Security Optimization – claiming strategy guidance
• Wealth Management – safe and tax-efficient strategies for inflation risk

Learn More: www.cotterfinancialgroup.com

Cotter Financial Group, LLC and Kinetic Investment Management, Inc. are two separate entities. Insurance products and services are offered and sold through individually licensed and appointed agents in all appropriate jurisdictions under Cotter Financial Group, LLC. Investment Advisory Services are offered through Kinetic Investment Management, Inc., 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.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-patrick-cotter-founder-of-cotter-financial-group-discussing-emotional-well-being-in-retirement]]>https://api.spreaker.com/episode/69167352Mon, 22 Dec 2025 14:23:13 +0000Mike Saunders, MBACotter Financial Group, LLC. is a community-based concierge-level retirement planning firm helping pre-retirees and retirees in the most critical phase of retirement known as the Retirement Red Zone. 10 years before and after retirement. They are a...

• Retirement Income Planning – safe, predictable, and guaranteed
• Legacy Planning – maximize to whom and what is left to heirs
• Wealth Transfer – tax-efficient transfer strategies
• Estate Planning – Wills, Trusts, and Asset Protection
• Social Security Optimization – claiming strategy guidance
• Wealth Management – safe and tax-efficient strategies for inflation risk

Learn More: www.cotterfinancialgroup.com

Cotter Financial Group, LLC and Kinetic Investment Management, Inc. are two separate entities. Insurance products and services are offered and sold through individually licensed and appointed agents in all appropriate jurisdictions under Cotter Financial Group, LLC. Investment Advisory Services are offered through Kinetic Investment Management, Inc., 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.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-patrick-cotter-founder-of-cotter-financial-group-discussing-emotional-well-being-in-retirement]]>1625influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-patrick-cotter-founder-of-cotter-financial-group-discussing-proactive-retirement-planning--69167198

• Retirement Income Planning – safe, predictable, and guaranteed
• Legacy Planning – maximize to whom and what is left to heirs
• Wealth Transfer – tax-efficient transfer strategies
• Estate Planning – Wills, Trusts and Asset Protection
• Social Security Optimization – claiming strategy guidance
• Wealth Management – safe and tax-efficient strategies for inflation risk

Learn More: www.cotterfinancialgroup.com

Cotter Financial Group, LLC and Kinetic Investment Management, Inc. are two separate entities. Insurance products and services are offered and sold through individually licensed and appointed agents in all appropriate jurisdictions under Cotter Financial Group, LLC. Investment Advisory Services are offered through Kinetic Investment Management, Inc., 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.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-patrick-cotter-founder-of-cotter-financial-group-discussing-proactive-retirement-planning]]>https://api.spreaker.com/episode/69167198Mon, 22 Dec 2025 14:12:27 +0000Mike Saunders, MBACotter Financial Group, LLC. is a community-based concierge-level retirement planning firm helping pre-retirees and retirees in the most critical phase of retirement known as the Retirement Red Zone. 10 years before and after retirement. They are a...

• Retirement Income Planning – safe, predictable, and guaranteed
• Legacy Planning – maximize to whom and what is left to heirs
• Wealth Transfer – tax-efficient transfer strategies
• Estate Planning – Wills, Trusts and Asset Protection
• Social Security Optimization – claiming strategy guidance
• Wealth Management – safe and tax-efficient strategies for inflation risk

Learn More: www.cotterfinancialgroup.com

Cotter Financial Group, LLC and Kinetic Investment Management, Inc. are two separate entities. Insurance products and services are offered and sold through individually licensed and appointed agents in all appropriate jurisdictions under Cotter Financial Group, LLC. Investment Advisory Services are offered through Kinetic Investment Management, Inc., 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.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-patrick-cotter-founder-of-cotter-financial-group-discussing-proactive-retirement-planning]]>1398influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-ben-golden-president-of-golden-tax-relief--69118956
Learn More: https://goldentaxrelief.com/ + http://bengolden360.com/



Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-ben-golden-president-of-golden-tax-relief]]>https://api.spreaker.com/episode/69118956Thu, 18 Dec 2025 15:03:34 +0000Mike Saunders, MBABen Golden is a speaker, author, serial entrepreneur, and elite tax strategist with over 25 years of experience in tax planning and resolution. Ben has been featured in the Top 100 Entrepreneurs, Forbes, and The Wall Street Journal. His firms have...
Learn More: https://goldentaxrelief.com/ + http://bengolden360.com/



Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-ben-golden-president-of-golden-tax-relief]]>1343influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-bill-wilson-president-of-wilson-financial-group-discussing-estate-planning--69013125
Learn more: https://wilsonfinancialgrp.com/

No Rendering of Advice. The information contained is provided for informational purposes only and is not intended to substitute for obtaining accounting, tax, or financial advice from a professional accountant.

Presentation of the information via the Internet is not intended to create, and receipt does not constitute, an accountant-client relationship. Internet subscribers, users and online readers are advised not to act upon this information without seeking the service of a professional accountant. Any U.S. federal tax advice contained in this website is not intended to be used for the purpose of avoiding penalties under U.S. federal tax law.

While we use reasonable efforts to furnish accurate and up-to-date information, we do not warrant that any information contained in or made available through this website is accurate, complete, reliable, current or error-free. We assume no liability or responsibility for any errors or omissions in the content of this website or such other materials or communications.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-bill-wilson-president-of-wilson-financial-group-discussing-estate-planning]]>https://api.spreaker.com/episode/69013125Fri, 12 Dec 2025 19:54:55 +0000Mike Saunders, MBAWilson Financial Group focuses on helping people keep what they work hard for when it comes to their retirement. It’s about how you get from where you are right now to where you want to be. It is about achieving your personal financial goals and...
Learn more: https://wilsonfinancialgrp.com/

No Rendering of Advice. The information contained is provided for informational purposes only and is not intended to substitute for obtaining accounting, tax, or financial advice from a professional accountant.

Presentation of the information via the Internet is not intended to create, and receipt does not constitute, an accountant-client relationship. Internet subscribers, users and online readers are advised not to act upon this information without seeking the service of a professional accountant. Any U.S. federal tax advice contained in this website is not intended to be used for the purpose of avoiding penalties under U.S. federal tax law.

While we use reasonable efforts to furnish accurate and up-to-date information, we do not warrant that any information contained in or made available through this website is accurate, complete, reliable, current or error-free. We assume no liability or responsibility for any errors or omissions in the content of this website or such other materials or communications.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-bill-wilson-president-of-wilson-financial-group-discussing-estate-planning]]>1115influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-bill-wilson-president-of-wilson-financial-group-discussing-guaranteed-income--68992780
Learn More: https://wilsonfinancialgrp.com/

No Rendering of Advice. The information contained is provided for informational purposes only and is not intended to substitute for obtaining accounting, tax, or financial advice from a professional accountant.

Presentation of the information via the Internet is not intended to create, and receipt does not constitute, an accountant-client relationship. Internet subscribers, users and online readers are advised not to act upon this information without seeking the service of a professional accountant. Any U.S. federal tax advice contained in this website is not intended to be used for the purpose of avoiding penalties under U.S. federal tax law.
While we use reasonable efforts to furnish accurate and up-to-date information, we do not warrant that any information contained in or made available through this website is accurate, complete, reliable, current or error-free. We assume no liability or responsibility for any errors or omissions in the content of this website or such other materials or communications.


Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-bill-wilson-president-of-wilson-financial-group-discussing-guaranteed-income]]>https://api.spreaker.com/episode/68992780Thu, 11 Dec 2025 15:53:19 +0000Mike Saunders, MBAWilson Financial Group focuses on helping people keep what they work hard for when it comes to their retirement. It’s about how you get from where you are right now to where you want to be. It is about achieving your personal financial goals and...
Learn More: https://wilsonfinancialgrp.com/

No Rendering of Advice. The information contained is provided for informational purposes only and is not intended to substitute for obtaining accounting, tax, or financial advice from a professional accountant.

Presentation of the information via the Internet is not intended to create, and receipt does not constitute, an accountant-client relationship. Internet subscribers, users and online readers are advised not to act upon this information without seeking the service of a professional accountant. Any U.S. federal tax advice contained in this website is not intended to be used for the purpose of avoiding penalties under U.S. federal tax law.
While we use reasonable efforts to furnish accurate and up-to-date information, we do not warrant that any information contained in or made available through this website is accurate, complete, reliable, current or error-free. We assume no liability or responsibility for any errors or omissions in the content of this website or such other materials or communications.


Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-bill-wilson-president-of-wilson-financial-group-discussing-guaranteed-income]]>1210influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-bill-wilson-president-of-wilson-financial-group-discussing-how-to-get-to-and-through-retirement--68964774
Learn More: https://wilsonfinancialgrp.com/

No Rendering of Advice. The information contained is provided for informational purposes only and is not intended to substitute for obtaining accounting, tax, or financial advice from a professional accountant.

Presentation of the information via the Internet is not intended to create, and receipt does not constitute, an accountant-client relationship. Internet subscribers, users and online readers are advised not to act upon this information without seeking the service of a professional accountant. Any U.S. federal tax advice contained in this website is not intended to be used for the purpose of avoiding penalties under U.S. federal tax law.

While we use reasonable efforts to furnish accurate and up-to-date information, we do not warrant that any information contained in or made available through this website is accurate, complete, reliable, current or error-free. We assume no liability or responsibility for any errors or omissions in the content of this website or such other materials or communications.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-bill-wilson-president-of-wilson-financial-group-discussing-how-to-get-to-and-through-retirement]]>https://api.spreaker.com/episode/68964774Tue, 09 Dec 2025 19:24:03 +0000Mike Saunders, MBAWilson Financial Group focuses on helping people keep what they work hard for when it comes to their retirement. It’s about how you get from where you are right now to where you want to be. It is about achieving your personal financial goals and...
Learn More: https://wilsonfinancialgrp.com/

No Rendering of Advice. The information contained is provided for informational purposes only and is not intended to substitute for obtaining accounting, tax, or financial advice from a professional accountant.

Presentation of the information via the Internet is not intended to create, and receipt does not constitute, an accountant-client relationship. Internet subscribers, users and online readers are advised not to act upon this information without seeking the service of a professional accountant. Any U.S. federal tax advice contained in this website is not intended to be used for the purpose of avoiding penalties under U.S. federal tax law.

While we use reasonable efforts to furnish accurate and up-to-date information, we do not warrant that any information contained in or made available through this website is accurate, complete, reliable, current or error-free. We assume no liability or responsibility for any errors or omissions in the content of this website or such other materials or communications.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-bill-wilson-president-of-wilson-financial-group-discussing-how-to-get-to-and-through-retirement]]>1176influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-james-kroshus-president-of-treasure-valley-retirement-shield-discussing-long-term-care--68946139
Learn More: tvrshield@gmail.com or call 775-233-2203


Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-james-kroshus-president-of-treasure-valley-retirement-shield-discussing-long-term-care]]>https://api.spreaker.com/episode/68946139Mon, 08 Dec 2025 17:43:52 +0000Mike Saunders, MBAJames has devoted his life to assisting, clients, friends, and family by protecting their assets through insurance and estate planning. James has been in the world of finance and insurance since 1979. As James matured right along with his clients,...
Learn More: tvrshield@gmail.com or call 775-233-2203


Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-james-kroshus-president-of-treasure-valley-retirement-shield-discussing-long-term-care]]>1059influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-james-kroshus-president-of-treasure-valley-retirement-shield-discussing-long-term-care-estate-planning--68902852
Learn More: tvrshield@gmail.com or call 775-233-2203



Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-james-kroshus-president-of-treasure-valley-retirement-shield-discussing-long-term-care-estate-planning]]>https://api.spreaker.com/episode/68902852Fri, 05 Dec 2025 18:25:33 +0000Mike Saunders, MBAJames has devoted his life to assisting, clients, friends, and family by protecting their assets through insurance and estate planning. James has been in the world of finance and insurance since 1979. As James matured right along with his clients,...
Learn More: tvrshield@gmail.com or call 775-233-2203



Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-james-kroshus-president-of-treasure-valley-retirement-shield-discussing-long-term-care-estate-planning]]>1146influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-james-kroshus-president-of-treasure-valley-retirement-shield-discussing-achieving-financial-peace-of-mind--68902681
Learn More: tvrshield@gmail.com or call 775-233-2203



Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-james-kroshus-president-of-treasure-valley-retirement-shield-discussing-achieving-financial-peace-of-mind]]>https://api.spreaker.com/episode/68902681Fri, 05 Dec 2025 18:10:03 +0000Mike Saunders, MBAJames has devoted his life to assisting clients, friends, and family by protecting their assets through insurance and estate planning. James has been in the world of finance and insurance since 1979. As James matured right along with his clients,...
Learn More: tvrshield@gmail.com or call 775-233-2203



Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-james-kroshus-president-of-treasure-valley-retirement-shield-discussing-achieving-financial-peace-of-mind]]>1198influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/jeffrey-condren-cfp-senior-vice-president-wealth-advisor-with-mesirow-wealth-management--68861141
Jeff joined Mesirow in 2015 and has since provided invaluable guidance to a diverse clientele, helping them navigate various economic landscapes and market fluctuations

Jeff was named to the 2024 Best-in-State Top Next-Gen Wealth Advisors ranking by Forbes. He is the Immediate Past President of the Ravinia Associates Board and recently served as a member of the Executive Board of Trustees at the Ravinia Music Festival

Jeff earned a Bachelor of Science in Finance from DePaul University and is a CERTIFIED FINANCIAL PLANNER® professional. He holds the Series 7 and 66 FINRA licenses.

Learn more: https://www.mesirow.com/capabilities/wealth-management/maniscalco-team

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/jeffrey-condren-cfp-senior-vice-president-wealth-advisor-with-mesirow-wealth-management]]>https://api.spreaker.com/episode/68861141Wed, 03 Dec 2025 23:09:35 +0000Mike Saunders, MBAJeffrey Condren, CFP® is a Senior Vice President and Wealth Advisor in Mesirow Wealth Management. With two decades of experience in the financial industry, Jeff has solidified his reputation as a seasoned expert in wealth management and financial...
Jeff joined Mesirow in 2015 and has since provided invaluable guidance to a diverse clientele, helping them navigate various economic landscapes and market fluctuations

Jeff was named to the 2024 Best-in-State Top Next-Gen Wealth Advisors ranking by Forbes. He is the Immediate Past President of the Ravinia Associates Board and recently served as a member of the Executive Board of Trustees at the Ravinia Music Festival

Jeff earned a Bachelor of Science in Finance from DePaul University and is a CERTIFIED FINANCIAL PLANNER® professional. He holds the Series 7 and 66 FINRA licenses.

Learn more: https://www.mesirow.com/capabilities/wealth-management/maniscalco-team

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/jeffrey-condren-cfp-senior-vice-president-wealth-advisor-with-mesirow-wealth-management]]>1202influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-jared-hatch-founder-of-trusolace-and-spa-accelerator--68822918
Learn more: http://www.trusolacemedspa.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-jared-hatch-founder-of-trusolace-and-spa-accelerator]]>https://api.spreaker.com/episode/68822918Mon, 01 Dec 2025 21:00:24 +0000Mike Saunders, MBAJared Hatch is a serial entrepreneur, med spa innovator, and founder of TruSolace and Spa Accelerator. Known for blending high-performance business strategy with deep personal transformation, Jared has scaled clinics to multi-seven figures, coached...
Learn more: http://www.trusolacemedspa.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-jared-hatch-founder-of-trusolace-and-spa-accelerator]]>1665influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-curtis-cottle-founder-of-sbc-financial-discussing-market-risk-the-sequence-of-returns-trap--68744371
At the core of his firm’s approach is a deep emphasis on strategic tax planning as it relates to retirement, helping clients keep more of what they’ve earned and build long-term financial confidence.

He’s the creator of the Wealth Wellness Checkup, a planning experience that uncovers hidden financial blind spots and helps people make smart, informed decisions. The firm is built to simplify complexity, bring structure to planning, and deliver personalized strategies that work in the real world.

With nearly two decades of experience, Curtis is known for cutting through the noise, building lasting relationships, and helping people create long-term security without the guesswork.

When he’s not driving growth or designing new campaigns, you’ll find him investing in his team, building partnerships, or spending time with his family, living the same values his business is built on: fun, unity, and getting things done.

Learn more: http://www.gosbc.net/

DISCLAIMER
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information. SBC Financial Advisory services are only offered to clients or prospective clients where SBC Financial and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by SBC Financial unless a client service agreement is in place.



Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-curtis-cottle-founder-of-sbc-financial-discussing-social-security-timing-strategy]]>https://api.spreaker.com/episode/68744371Tue, 25 Nov 2025 18:11:28 +0000Mike Saunders, MBACurtis Cottle is a Certified Financial Fiduciary, visionary growth strategist and cofounder of one of Michigan’s fastest-scaling financial services firms. He specializes in retirement planning, estate planning, and strategic tax strategies designed to...
At the core of his firm’s approach is a deep emphasis on strategic tax planning as it relates to retirement, helping clients keep more of what they’ve earned and build long-term financial confidence.

He’s the creator of the Wealth Wellness Checkup, a planning experience that uncovers hidden financial blind spots and helps people make smart, informed decisions. The firm is built to simplify complexity, bring structure to planning, and deliver personalized strategies that work in the real world.

With nearly two decades of experience, Curtis is known for cutting through the noise, building lasting relationships, and helping people create long-term security without the guesswork.

When he’s not driving growth or designing new campaigns, you’ll find him investing in his team, building partnerships, or spending time with his family, living the same values his business is built on: fun, unity, and getting things done.

Learn more: http://www.gosbc.net/

DISCLAIMER
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information. SBC Financial Advisory services are only offered to clients or prospective clients where SBC Financial and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by SBC Financial unless a client service agreement is in place.



Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-curtis-cottle-founder-of-sbc-financial-discussing-social-security-timing-strategy]]>946influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-curtis-cottle-founder-of-sbc-financial-discussing-taxes-eating-up-iras-and-401-k-s--68744295
At the core of his firm’s approach is a deep emphasis on strategic tax planning as it relates to retirement, helping clients keep more of what they’ve earned and build long-term financial confidence.

He’s the creator of the Wealth Wellness Checkup, a planning experience that uncovers hidden financial blind spots and helps people make smart, informed decisions. The firm is built to simplify complexity, bring structure to planning, and deliver personalized strategies that work in the real world.

With nearly two decades of experience, Curtis is known for cutting through the noise, building lasting relationships, and helping people create long-term security without the guesswork.

When he’s not driving growth or designing new campaigns, you’ll find him investing in his team, building partnerships, or spending time with his family, living the same values his business is built on: fun, unity, and getting things done.

Learn more: http://www.gosbc.net/

DISCLAIMER
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information. SBC Financial Advisory services are only offered to clients or prospective clients where SBC Financial and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by SBC Financial unless a client service agreement is in place.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-curtis-cottle-founder-of-sbc-financial-discussing-taxes-eating-up-iras-and-401ks]]>https://api.spreaker.com/episode/68744295Tue, 25 Nov 2025 18:03:37 +0000Mike Saunders, MBACurtis Cottle is a Certified Financial Fiduciary, visionary growth strategist and cofounder of one of Michigan’s fastest-scaling financial services firms. He specializes in retirement planning, estate planning, and strategic tax strategies designed to...
At the core of his firm’s approach is a deep emphasis on strategic tax planning as it relates to retirement, helping clients keep more of what they’ve earned and build long-term financial confidence.

He’s the creator of the Wealth Wellness Checkup, a planning experience that uncovers hidden financial blind spots and helps people make smart, informed decisions. The firm is built to simplify complexity, bring structure to planning, and deliver personalized strategies that work in the real world.

With nearly two decades of experience, Curtis is known for cutting through the noise, building lasting relationships, and helping people create long-term security without the guesswork.

When he’s not driving growth or designing new campaigns, you’ll find him investing in his team, building partnerships, or spending time with his family, living the same values his business is built on: fun, unity, and getting things done.

Learn more: http://www.gosbc.net/

DISCLAIMER
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information. SBC Financial Advisory services are only offered to clients or prospective clients where SBC Financial and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by SBC Financial unless a client service agreement is in place.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-curtis-cottle-founder-of-sbc-financial-discussing-taxes-eating-up-iras-and-401ks]]>1172influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-curtis-cottle-founder-of-sbc-financial-discussing-social-security-timing-strategy--68744224
At the core of his firm’s approach is a deep emphasis on strategic tax planning as it relates to retirement, helping clients keep more of what they’ve earned and build long-term financial confidence.

He’s the creator of the Wealth Wellness Checkup, a planning experience that uncovers hidden financial blind spots and helps people make smart, informed decisions. The firm is built to simplify complexity, bring structure to planning, and deliver personalized strategies that work in the real world.

With nearly two decades of experience, Curtis is known for cutting through the noise, building lasting relationships, and helping people create long-term security without the guesswork.

When he’s not driving growth or designing new campaigns, you’ll find him investing in his team, building partnerships, or spending time with his family, living the same values his business is built on: fun, unity, and getting things done.


Learn more: http://www.gosbc.net/



DISCLAIMER

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information. SBC Financial Advisory services are only offered to clients or prospective clients where SBC Financial and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by SBC Financial unless a client service agreement is in place.


Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-curtis-cottle-founder-of-sbc-financial-discussing-social-security-timing-strategy]]>https://api.spreaker.com/episode/68744224Tue, 25 Nov 2025 17:55:52 +0000Mike Saunders, MBACurtis Cottle is a Certified Financial Fiduciary, visionary growth strategist and cofounder of one of Michigan’s fastest-scaling financial services firms. He specializes in retirement planning, estate planning, and strategic tax strategies designed to...
At the core of his firm’s approach is a deep emphasis on strategic tax planning as it relates to retirement, helping clients keep more of what they’ve earned and build long-term financial confidence.

He’s the creator of the Wealth Wellness Checkup, a planning experience that uncovers hidden financial blind spots and helps people make smart, informed decisions. The firm is built to simplify complexity, bring structure to planning, and deliver personalized strategies that work in the real world.

With nearly two decades of experience, Curtis is known for cutting through the noise, building lasting relationships, and helping people create long-term security without the guesswork.

When he’s not driving growth or designing new campaigns, you’ll find him investing in his team, building partnerships, or spending time with his family, living the same values his business is built on: fun, unity, and getting things done.


Learn more: http://www.gosbc.net/



DISCLAIMER

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information. SBC Financial Advisory services are only offered to clients or prospective clients where SBC Financial and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by SBC Financial unless a client service agreement is in place.


Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-curtis-cottle-founder-of-sbc-financial-discussing-social-security-timing-strategy]]>1307influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-edwin-mays-with-maysgroup-advisors-discussing-longevity-risk--68742945
With over 30 years in the financial services industry—including leadership roles at firms like Thomson Reuters, Merrill Lynch, Smith Barney, and Transamerica—Edwin Mays brings deep institutional experience and unmatched insight to every client engagement. As a Chartered Retirement Planning Counselor™ (CRPC), Edwin specializes in designing retirement strategies that guarantee lifetime cash flow and protect against the most serious threats retirees face today: market risk, longevity, and rising costs.

At MaysGroup Advisors, Edwin’s mission is simple: replace uncertainty with strategy and give clients the confidence to retire on their terms—with income they can count on, no matter what the market does.

Learn more: https://maysgroupadvisors.com/

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-edwin-mays-with-maysgroup-advisors-discussing-longevity-risk]]>https://api.spreaker.com/episode/68742945Tue, 25 Nov 2025 16:46:38 +0000Mike Saunders, MBAEdwin Mays is a Chartered Retirement Planning Counselor-CRPC™ – Maysgroup Advisors is an independent financial services firm, specializing in helping individuals and families prepare for, plan, and live in retirement. Their approach focuses on...
With over 30 years in the financial services industry—including leadership roles at firms like Thomson Reuters, Merrill Lynch, Smith Barney, and Transamerica—Edwin Mays brings deep institutional experience and unmatched insight to every client engagement. As a Chartered Retirement Planning Counselor™ (CRPC), Edwin specializes in designing retirement strategies that guarantee lifetime cash flow and protect against the most serious threats retirees face today: market risk, longevity, and rising costs.

At MaysGroup Advisors, Edwin’s mission is simple: replace uncertainty with strategy and give clients the confidence to retire on their terms—with income they can count on, no matter what the market does.

Learn more: https://maysgroupadvisors.com/

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-edwin-mays-with-maysgroup-advisors-discussing-longevity-risk]]>1199influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-edwin-mays-with-maysgroup-advisors-discussing-sequence-of-returns-risk--68741624
With over 30 years in the financial services industry—including leadership roles at firms like Thomson Reuters, Merrill Lynch, Smith Barney, and Transamerica—Edwin Mays brings deep institutional experience and unmatched insight to every client engagement. As a Chartered Retirement Planning Counselor™ (CRPC), Edwin specializes in designing retirement strategies that guarantee lifetime cash flow and protect against the most serious threats retirees face today: market risk, longevity, and rising costs.

At MaysGroup Advisors, Edwin’s mission is simple: replace uncertainty with strategy and give clients the confidence to retire on their terms—with income they can count on, no matter what the market does.

Learn more: https://maysgroupadvisors.com/


The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.


Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-edwin-mays-with-maysgroup-advisors-discussing-sequence-of-returns-risk]]>https://api.spreaker.com/episode/68741624Tue, 25 Nov 2025 15:33:28 +0000Mike Saunders, MBAEdwin Mays is a Chartered Retirement Planning Counselor-CRPC™ - MaysGroup Advisors is an independent financial services firm, specializing in helping individuals and families prepare for, plan, and live in retirement. Their approach focuses on...
With over 30 years in the financial services industry—including leadership roles at firms like Thomson Reuters, Merrill Lynch, Smith Barney, and Transamerica—Edwin Mays brings deep institutional experience and unmatched insight to every client engagement. As a Chartered Retirement Planning Counselor™ (CRPC), Edwin specializes in designing retirement strategies that guarantee lifetime cash flow and protect against the most serious threats retirees face today: market risk, longevity, and rising costs.

At MaysGroup Advisors, Edwin’s mission is simple: replace uncertainty with strategy and give clients the confidence to retire on their terms—with income they can count on, no matter what the market does.

Learn more: https://maysgroupadvisors.com/


The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.


Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-edwin-mays-with-maysgroup-advisors-discussing-sequence-of-returns-risk]]>907influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-edwin-mays-with-maysgroup-advisors-discussing-market-risk--68741340
With over 30 years in the financial services industry—including leadership roles at firms like Thomson Reuters, Merrill Lynch, Smith Barney, and Transamerica—Edwin Mays brings deep institutional experience and unmatched insight to every client engagement. As a Chartered Retirement Planning Counselor™ (CRPC), Edwin specializes in designing retirement strategies that guarantee lifetime cash flow and protect against the most serious threats retirees face today: market risk, longevity, and rising costs.

At MaysGroup Advisors, Edwin’s mission is simple: replace uncertainty with strategy and give clients the confidence to retire on their terms—with income they can count on, no matter what the market does.

Learn more: https://maysgroupadvisors.com/

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-edwin-mays-with-maysgroup-advisors-discussing-market-risk]]>https://api.spreaker.com/episode/68741340Tue, 25 Nov 2025 15:22:40 +0000Mike Saunders, MBAEdwin Mays is a Chartered Retirement Planning Counselor-CRPC™ – MaysGroup Advisors is an independent financial services firm, specializing in helping individuals and families prepare for, plan, and live in retirement. Their approach focuses on...
With over 30 years in the financial services industry—including leadership roles at firms like Thomson Reuters, Merrill Lynch, Smith Barney, and Transamerica—Edwin Mays brings deep institutional experience and unmatched insight to every client engagement. As a Chartered Retirement Planning Counselor™ (CRPC), Edwin specializes in designing retirement strategies that guarantee lifetime cash flow and protect against the most serious threats retirees face today: market risk, longevity, and rising costs.

At MaysGroup Advisors, Edwin’s mission is simple: replace uncertainty with strategy and give clients the confidence to retire on their terms—with income they can count on, no matter what the market does.

Learn more: https://maysgroupadvisors.com/

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-edwin-mays-with-maysgroup-advisors-discussing-market-risk]]>1189influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/sheryl-j-moore-is-president-and-ceo-of-moore-market-intelligence-and-wink-inc--68728241
Moore Market Intelligence specializes in providing competitive intelligence tools to the insurance industry, particularly the life insurance and annuity markets. Ms. Moore provides competitive intelligence, market research, product development, consulting services, and insight to select financial services companies. She has authored books on indexed products, and her articles are featured in dozens of industry trade publications. She works closely with regulators and legislators in the insurance market.

She has a degree in Political Science from Grand View University and holds numerous designations in the field of insurance services. Neither Sheryl J. Moore nor Moore Market Intelligence sells or endorses any financial services products.

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

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/sheryl-j-moore-is-president-and-ceo-of-moore-market-intelligence-and-wink-inc]]>https://api.spreaker.com/episode/68728241Mon, 24 Nov 2025 20:26:01 +0000Mike Saunders, MBASheryl J. Moore is president and CEO of Moore Market Intelligence and Wink, Inc.. She is also the founder and creator of several competitive intelligence tools, including Wink’s AnnuitySpecs and LifeSpecs tools as well as Wink’s Sales & Market...
Moore Market Intelligence specializes in providing competitive intelligence tools to the insurance industry, particularly the life insurance and annuity markets. Ms. Moore provides competitive intelligence, market research, product development, consulting services, and insight to select financial services companies. She has authored books on indexed products, and her articles are featured in dozens of industry trade publications. She works closely with regulators and legislators in the insurance market.

She has a degree in Political Science from Grand View University and holds numerous designations in the field of insurance services. Neither Sheryl J. Moore nor Moore Market Intelligence sells or endorses any financial services products.

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

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/sheryl-j-moore-is-president-and-ceo-of-moore-market-intelligence-and-wink-inc]]>1180influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-john-badalamenti-founder-ceo-of-safe-estate-discussing-long-term-care--68603109“Emotions run the market,” and I have learned from all those emotions from all my students through the years!

Learn More: https://www.safeestate.net/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-john-badalamenti-founder-ceo-of-safe-estate-discussing-long-term-care]]>https://api.spreaker.com/episode/68603109Mon, 17 Nov 2025 14:27:55 +0000Mike Saunders, MBAJohn has lived in this business for a while, 30 years fighting the Wall Street battle! Born and raised in beautiful Michigan with a close family that he loves and cherishes. They spend a great deal of time together travelling and love visiting their...“Emotions run the market,” and I have learned from all those emotions from all my students through the years!

Learn More: https://www.safeestate.net/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-john-badalamenti-founder-ceo-of-safe-estate-discussing-long-term-care]]>1256influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-john-badalamenti-founder-ceo-of-safe-estate-discussing-market-volatility-investor-behavior--68565257
“Emotions run the market,” and I have learned from all those emotions from all my students through the years!

Learn More: https://www.safeestate.net/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-john-badalamenti-founder-ceo-of-safe-estate-discussing-market-volatility-investor-behavior]]>https://api.spreaker.com/episode/68565257Fri, 14 Nov 2025 12:48:48 +0000Mike Saunders, MBAJohn has lived in this business for a while, 30 years fighting the Wall Street battle! Born and raised in beautiful Michigan with a close family that he loves and cherishes. They spend a great deal of time together travelling and love visiting their...
“Emotions run the market,” and I have learned from all those emotions from all my students through the years!

Learn More: https://www.safeestate.net/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-john-badalamenti-founder-ceo-of-safe-estate-discussing-market-volatility-investor-behavior]]>1094influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-dr-muhamad-aly-rifai-ceo-chief-psychiatrist-and-internist-of-blue-mountain-psychiatry--68556756
Dr. Rifai is Board Certified in multiple specialties, including Internal Medicine, Psychiatry, Addiction Medicine, and Psychosomatic Medicine, demonstrating his extensive knowledge and commitment to comprehensive patient care. His professional achievements have earned him recognition as a Fellow of the American College of Physicians, the Academy of Psychosomatic Medicine, and the American Psychiatric Association. Additionally, he has served as the President of the Lehigh Valley Psychiatric Society, contributing significantly to the advancement of psychiatric practice in the region.

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

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-dr-muhamad-aly-rifai-ceo-chief-psychiatrist-and-internist-of-blue-mountain-psychiatry]]>https://api.spreaker.com/episode/68556756Thu, 13 Nov 2025 18:45:04 +0000Mike Saunders, MBADr. Muhamad Aly Rifai is a highly respected internist and psychiatrist serving the Greater Lehigh Valley, Pennsylvania. As the CEO and Chief Psychiatrist and Internist of Blue Mountain Psychiatry, he leads with expertise and dedication to mental...
Dr. Rifai is Board Certified in multiple specialties, including Internal Medicine, Psychiatry, Addiction Medicine, and Psychosomatic Medicine, demonstrating his extensive knowledge and commitment to comprehensive patient care. His professional achievements have earned him recognition as a Fellow of the American College of Physicians, the Academy of Psychosomatic Medicine, and the American Psychiatric Association. Additionally, he has served as the President of the Lehigh Valley Psychiatric Society, contributing significantly to the advancement of psychiatric practice in the region.

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

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-dr-muhamad-aly-rifai-ceo-chief-psychiatrist-and-internist-of-blue-mountain-psychiatry]]>1102influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-john-badalamenti-founder-ceo-of-safe-estate-discussing-running-out-of-income-the-domino-effect--68556426
“Emotions run the market” and I have learned from all those emotions from all my students through the years!

Learn More: https://www.safeestate.net/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-john-badalamenti-founder-ceo-of-safe-estate-discussing-running-out-of-income-the-domino-effect]]>https://api.spreaker.com/episode/68556426Thu, 13 Nov 2025 18:24:44 +0000Mike Saunders, MBAJohn has lived in this business for a while, 30 years fighting the Wall Street battle! Born and raised in beautiful Michigan with a close family that he loves and cherishes. They spend a great deal of time together travelling and love visiting their...
“Emotions run the market” and I have learned from all those emotions from all my students through the years!

Learn More: https://www.safeestate.net/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-john-badalamenti-founder-ceo-of-safe-estate-discussing-running-out-of-income-the-domino-effect]]>1455influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-scott-edelman-founder-of-edelman-wealth-management-group-discussing-wealth-protection--68466951
He has a strong commitment to giving uncomplicated advice and unparalleled service and puts an emphasis on creating lasting relationships with his clients and within his community.

A natural teacher and mentor, Scott is a member of Strategic Coach, an entrepreneur business coaching program. He is a thought leader in the financial field and a regular speaker at conferences. Scott is also active with local charities and is on several boards.

Scott lives in Bucks County, PA, with his wife and children.

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



Edelman Wealth Management Group, Inc. Heston Hall 1790 Yardley-Langhorne Road, Suite 202 Yardley, PA 19067. Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-scott-edelman-founder-of-edelman-wealth-management-group-discussing-wealth-protection]]>https://api.spreaker.com/episode/68466951Fri, 07 Nov 2025 21:09:28 +0000Mike Saunders, MBAScott is the President & founder of Edelman Wealth Management Group and manages all aspects of financial planning and employee benefits, providing products and services for investing, retiring, insurance, and estate conservation for individuals,...
He has a strong commitment to giving uncomplicated advice and unparalleled service and puts an emphasis on creating lasting relationships with his clients and within his community.

A natural teacher and mentor, Scott is a member of Strategic Coach, an entrepreneur business coaching program. He is a thought leader in the financial field and a regular speaker at conferences. Scott is also active with local charities and is on several boards.

Scott lives in Bucks County, PA, with his wife and children.

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



Edelman Wealth Management Group, Inc. Heston Hall 1790 Yardley-Langhorne Road, Suite 202 Yardley, PA 19067. Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-scott-edelman-founder-of-edelman-wealth-management-group-discussing-wealth-protection]]>1086influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-michelle-moore-founder-and-retirement-specialist-with-moore-family-wealth-discussing-protecting-what-matters--68466883
Now, as the founder of Moore Family Wealth, Michelle empowers professionals, especially women, teachers, and caregivers, to protect what matters most and build financial security with clarity and confidence. She brings the heart of a teacher to every conversation, explaining complex concepts in simple, honest terms and creating personalized strategies for retirement, protection, and legacy.

Michelle’s mission is to help her clients retire not with fear, but with freedom knowing their money, their family, and their future are in capable, caring hands.

Learn more: https://www.moorefamilywealth.com/

Disclaimer: The content of this podcast is for informational and educational purposes only and does not constitute financial, legal, or tax advice. Michelle Moore is a licensed life and health insurance agent. Listening to or interacting with this podcast does not create an agent-client relationship. Any opinions shared are those of the host and guests and do not necessarily reflect the views of any affiliated organizations or companies. In accordance with Federal Trade Commission (FTC) guidelines, the host discloses any financial relationships or sponsorships with companies or carriers mentioned during the podcast. Listeners are encouraged to consult a qualified financial or insurance professional for personalized guidance. Arizona Department of Insurance and Financial Institutions (DIFI) requires licensed producers to comply with all advertising and disclosure standards. This podcast is intended to comply with those requirements and is for general educational purposes only.


Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-michelle-moore-founder-and-retirement-specialist-with-moore-family-wealth-discussing-protecting-what-matters]]>https://api.spreaker.com/episode/68466883Fri, 07 Nov 2025 21:02:54 +0000Mike Saunders, MBAMichelle Moore is a licensed Health and Life Insurance Agent, educator, and former Occupational Therapist with over two decades of experience helping others thrive. After facing personal loss and financial uncertainty, she discovered the power of...
Now, as the founder of Moore Family Wealth, Michelle empowers professionals, especially women, teachers, and caregivers, to protect what matters most and build financial security with clarity and confidence. She brings the heart of a teacher to every conversation, explaining complex concepts in simple, honest terms and creating personalized strategies for retirement, protection, and legacy.

Michelle’s mission is to help her clients retire not with fear, but with freedom knowing their money, their family, and their future are in capable, caring hands.

Learn more: https://www.moorefamilywealth.com/

Disclaimer: The content of this podcast is for informational and educational purposes only and does not constitute financial, legal, or tax advice. Michelle Moore is a licensed life and health insurance agent. Listening to or interacting with this podcast does not create an agent-client relationship. Any opinions shared are those of the host and guests and do not necessarily reflect the views of any affiliated organizations or companies. In accordance with Federal Trade Commission (FTC) guidelines, the host discloses any financial relationships or sponsorships with companies or carriers mentioned during the podcast. Listeners are encouraged to consult a qualified financial or insurance professional for personalized guidance. Arizona Department of Insurance and Financial Institutions (DIFI) requires licensed producers to comply with all advertising and disclosure standards. This podcast is intended to comply with those requirements and is for general educational purposes only.


Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-michelle-moore-founder-and-retirement-specialist-with-moore-family-wealth-discussing-protecting-what-matters]]>1251influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-michelle-moore-founder-and-retirement-specialist-with-moore-family-wealth-discussing-building-your-retirement-paycheck--68466844
Now, as the founder of Moore Family Wealth, Michelle empowers professionals, especially women, teachers, and caregivers, to protect what matters most and build financial security with clarity and confidence. She brings the heart of a teacher to every conversation, explaining complex concepts in simple, honest terms and creating personalized strategies for retirement, protection, and legacy.

Michelle’s mission is to help her clients retire not with fear, but with freedom knowing their money, their family, and their future are in capable, caring hands.

Learn more: https://www.moorefamilywealth.com/

Disclaimer: The content of this podcast is for informational and educational purposes only and does not constitute financial, legal, or tax advice.
Michelle Moore is a licensed life and health insurance agent. Listening to or interacting with this podcast does not create an agent-client relationship. Any opinions shared are those of the host and guests and do not necessarily reflect the views of any affiliated organizations or companies. In accordance with Federal Trade Commission (FTC) guidelines, the host discloses any financial relationships or sponsorships with companies or carriers mentioned during the podcast. Listeners are encouraged to consult a qualified financial or insurance professional for personalized guidance. Arizona Department of Insurance and Financial Institutions (DIFI) requires licensed producers to comply with all advertising and disclosure standards. This podcast is intended to comply with those requirements and is for general educational purposes only.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-michelle-moore-founder-and-retirement-specialist-with-moore-family-wealth-discussing-building-your-retirement-paycheck]]>https://api.spreaker.com/episode/68466844Fri, 07 Nov 2025 20:55:54 +0000Mike Saunders, MBAMichelle Moore is a licensed Health and Life Insurance Agent, educator, and former Occupational Therapist with over two decades of experience helping others thrive. After facing personal loss and financial uncertainty, she discovered the power of...
Now, as the founder of Moore Family Wealth, Michelle empowers professionals, especially women, teachers, and caregivers, to protect what matters most and build financial security with clarity and confidence. She brings the heart of a teacher to every conversation, explaining complex concepts in simple, honest terms and creating personalized strategies for retirement, protection, and legacy.

Michelle’s mission is to help her clients retire not with fear, but with freedom knowing their money, their family, and their future are in capable, caring hands.

Learn more: https://www.moorefamilywealth.com/

Disclaimer: The content of this podcast is for informational and educational purposes only and does not constitute financial, legal, or tax advice.
Michelle Moore is a licensed life and health insurance agent. Listening to or interacting with this podcast does not create an agent-client relationship. Any opinions shared are those of the host and guests and do not necessarily reflect the views of any affiliated organizations or companies. In accordance with Federal Trade Commission (FTC) guidelines, the host discloses any financial relationships or sponsorships with companies or carriers mentioned during the podcast. Listeners are encouraged to consult a qualified financial or insurance professional for personalized guidance. Arizona Department of Insurance and Financial Institutions (DIFI) requires licensed producers to comply with all advertising and disclosure standards. This podcast is intended to comply with those requirements and is for general educational purposes only.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-michelle-moore-founder-and-retirement-specialist-with-moore-family-wealth-discussing-building-your-retirement-paycheck]]>1309influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-nef-el-bey-with-c-k-healthcare-advisors-founder-of-insured-by-nef-discussing-legacy-protection--68466686
The commonality of all these roles is people. Everyone wants to be heard and understood. All the roles she found herself in were liaisons between the company and the people. This is how she came to know my true purpose, being a servant to man.

She is honored to be a community resource, helping individuals understand Medicare plans and final expenses. She’s a licensed agent for health and life in 13 states. She is invested in each client by educating and keeping them informed of updates.

Nefertarei is a wife, mother, grandma, sister, auntie, daughter, and most importantly, a child of God. She resides with her husband in Concord, NC. Her ideal weekend is not to have plans and do NOTHING!!! Nevertheless, when you hear her name or think of her now, she is passionate and always grateful to serve.

Learn more: https://insuredbynef.com/


Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-nef-el-bey-with-c-k-healthcare-advisors-founder-of-insured-by-nef-discussing-legacy-protection]]>https://api.spreaker.com/episode/68466686Fri, 07 Nov 2025 20:45:59 +0000Mike Saunders, MBANefertarei El Bey (Nef-er-tar-ee), a woman whose goal in life is to be integral and live a purpose-filled life. She worked in healthcare for over 23 years. Her past experiences prepared me for a variety of development and leadership. She has worn lots...
The commonality of all these roles is people. Everyone wants to be heard and understood. All the roles she found herself in were liaisons between the company and the people. This is how she came to know my true purpose, being a servant to man.

She is honored to be a community resource, helping individuals understand Medicare plans and final expenses. She’s a licensed agent for health and life in 13 states. She is invested in each client by educating and keeping them informed of updates.

Nefertarei is a wife, mother, grandma, sister, auntie, daughter, and most importantly, a child of God. She resides with her husband in Concord, NC. Her ideal weekend is not to have plans and do NOTHING!!! Nevertheless, when you hear her name or think of her now, she is passionate and always grateful to serve.

Learn more: https://insuredbynef.com/


Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-nef-el-bey-with-c-k-healthcare-advisors-founder-of-insured-by-nef-discussing-legacy-protection]]>1333influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-nef-el-bey-with-c-k-healthcare-advisors-founder-of-insured-by-nef-discussing-empowerment-through-opportunity-for-women--68436435
The commonality of all these roles is people. Everyone wants to be heard and understood. All the roles she found herself in were liaisons between the company and the people. This is how she came to know my true purpose, being a servant to man.

She is honored to be a community resource, helping individuals understand Medicare plans and final expenses. She’s a licensed agent for health and life in 13 states. She is invested in each client by educating and keeping them informed of updates.

Nefertarei is a wife, mother, grandma, sister, auntie, daughter, and most importantly, a child of God. She resides with her husband in Concord, NC. Her ideal weekend is not to have plans and do NOTHING!!! Nevertheless, when you hear her name or think of her now, she is passionate and always grateful to serve.

Learn more: https://insuredbynef.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-nef-el-bey-with-c-k-healthcare-advisors-founder-of-insured-by-nef-discussing-empowerment-through-opportunity-for-women-everywhere]]>https://api.spreaker.com/episode/68436435Wed, 05 Nov 2025 18:55:27 +0000Mike Saunders, MBANefertarei El Bey (Nef-er-tar-ee), a woman whose goal in life is to be integral and live a purpose-filled life. She worked in healthcare for over 23 years. Her past experiences prepared me for a variety of development and leadership. She has worn lots...
The commonality of all these roles is people. Everyone wants to be heard and understood. All the roles she found herself in were liaisons between the company and the people. This is how she came to know my true purpose, being a servant to man.

She is honored to be a community resource, helping individuals understand Medicare plans and final expenses. She’s a licensed agent for health and life in 13 states. She is invested in each client by educating and keeping them informed of updates.

Nefertarei is a wife, mother, grandma, sister, auntie, daughter, and most importantly, a child of God. She resides with her husband in Concord, NC. Her ideal weekend is not to have plans and do NOTHING!!! Nevertheless, when you hear her name or think of her now, she is passionate and always grateful to serve.

Learn more: https://insuredbynef.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-nef-el-bey-with-c-k-healthcare-advisors-founder-of-insured-by-nef-discussing-empowerment-through-opportunity-for-women-everywhere]]>1282influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-michelle-moore-founder-and-retirement-specialist-with-moore-family-wealth-discussing-the-retirement-mindset--68436389
Now, as the founder of Moore Family Wealth, Michelle empowers professionals, especially women, teachers, and caregivers, to protect what matters most and build financial security with clarity and confidence. She brings the heart of a teacher to every conversation, explaining complex concepts in simple, honest terms and creating personalized strategies for retirement, protection, and legacy.

Michelle’s mission is to help her clients retire not with fear, but with freedom knowing their money, their family, and their future are in capable, caring hands.

Learn more: https://www.moorefamilywealth.com/

Disclaimer: The content of this podcast is for informational and educational purposes only and does not constitute financial, legal, or tax advice. Michelle Moore is a licensed life and health insurance agent. Listening to or interacting with this podcast does not create an agent-client relationship. Any opinions shared are those of the host and guests and do not necessarily reflect the views of any affiliated organizations or companies. In accordance with Federal Trade Commission (FTC) guidelines, the host discloses any financial relationships or sponsorships with companies or carriers mentioned during the podcast. Listeners are encouraged to consult a qualified financial or insurance professional for personalized guidance. Arizona Department of Insurance and Financial Institutions (DIFI) requires licensed producers to comply with all advertising and disclosure standards. This podcast is intended to comply with those requirements and is for general educational purposes only.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-michelle-moore-founder-and-retirement-specialist-with-moore-family-wealth-discussing-the-retirement-mindset]]>https://api.spreaker.com/episode/68436389Wed, 05 Nov 2025 18:47:02 +0000Mike Saunders, MBAMichelle Moore is a licensed Health and Life Insurance Agent, educator, and former Occupational Therapist with over two decades of experience helping others thrive. After facing personal loss and financial uncertainty, she discovered the power of...
Now, as the founder of Moore Family Wealth, Michelle empowers professionals, especially women, teachers, and caregivers, to protect what matters most and build financial security with clarity and confidence. She brings the heart of a teacher to every conversation, explaining complex concepts in simple, honest terms and creating personalized strategies for retirement, protection, and legacy.

Michelle’s mission is to help her clients retire not with fear, but with freedom knowing their money, their family, and their future are in capable, caring hands.

Learn more: https://www.moorefamilywealth.com/

Disclaimer: The content of this podcast is for informational and educational purposes only and does not constitute financial, legal, or tax advice. Michelle Moore is a licensed life and health insurance agent. Listening to or interacting with this podcast does not create an agent-client relationship. Any opinions shared are those of the host and guests and do not necessarily reflect the views of any affiliated organizations or companies. In accordance with Federal Trade Commission (FTC) guidelines, the host discloses any financial relationships or sponsorships with companies or carriers mentioned during the podcast. Listeners are encouraged to consult a qualified financial or insurance professional for personalized guidance. Arizona Department of Insurance and Financial Institutions (DIFI) requires licensed producers to comply with all advertising and disclosure standards. This podcast is intended to comply with those requirements and is for general educational purposes only.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-michelle-moore-founder-and-retirement-specialist-with-moore-family-wealth-discussing-the-retirement-mindset]]>1268influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-scott-edelman-founder-of-edelman-wealth-management-group-discussing-guaranteed-income--68436171
He has a strong commitment to giving uncomplicated advice and unparalleled service and puts an emphasis on creating lasting relationships with his clients and within his community.

A natural teacher and mentor, Scott is a member of Strategic Coach, an entrepreneur business coaching program. He is a thought leader in the financial field and a regular speaker at conferences. Scott is also active with local charities and is on several boards.

Scott lives in Bucks County, PA with his wife and children.

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

Edelman Wealth Management Group, Inc. Heston Hall 1790 Yardley-Langhorne Road, Suite 202 Yardley, PA 19067. Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-scott-edelman-founder-of-edelman-wealth-management-group-discussing-guaranteed-income]]>https://api.spreaker.com/episode/68436171Wed, 05 Nov 2025 18:22:38 +0000Mike Saunders, MBAScott is the President & founder of Edelman Wealth Management Group and manages all aspects of financial planning and employee benefits, providing products and services for investing, retiring, insurance, and estate conservation for individuals,...
He has a strong commitment to giving uncomplicated advice and unparalleled service and puts an emphasis on creating lasting relationships with his clients and within his community.

A natural teacher and mentor, Scott is a member of Strategic Coach, an entrepreneur business coaching program. He is a thought leader in the financial field and a regular speaker at conferences. Scott is also active with local charities and is on several boards.

Scott lives in Bucks County, PA with his wife and children.

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

Edelman Wealth Management Group, Inc. Heston Hall 1790 Yardley-Langhorne Road, Suite 202 Yardley, PA 19067. Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-scott-edelman-founder-of-edelman-wealth-management-group-discussing-guaranteed-income]]>1303influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-nef-el-bey-with-c-k-healthcare-advisors-founder-of-insured-by-nef-discussing-asset-management-for-the-working-class--68403135
The commonality of all these roles is people. Everyone wants to be heard and understood. All the roles she found herself in were liaisons between the company and the people. This is how she came to know my true purpose, being a servant to man.

She is honored to be a community resource, helping individuals understand Medicare plans and final expenses. She’s a licensed agent for health and life in 13 states. She is invested in each client by educating and keeping them informed of updates.

Nefertarei is a wife, mother, grandma, sister, auntie, daughter, and most importantly, a child of God. She resides with her husband in Concord, NC. Her ideal weekend is not to have plans and do NOTHING!!! Nevertheless, when you hear her name or think of her now, she is passionate and always grateful to serve.

Learn more: https://insuredbynef.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-nef-el-bey-with-c-k-healthcare-advisors-founder-of-insured-by-nef-discussing-asset-management-for-the-working-class]]>https://api.spreaker.com/episode/68403135Mon, 03 Nov 2025 19:33:52 +0000Mike Saunders, MBANefertarei El Bey (Nef-er-tar-ee), a woman whose goal in life is to be integral and live a purpose-filled life. She worked in healthcare for over 23 years. Her past experiences prepared me for a variety of development and leadership. She has worn lots...
The commonality of all these roles is people. Everyone wants to be heard and understood. All the roles she found herself in were liaisons between the company and the people. This is how she came to know my true purpose, being a servant to man.

She is honored to be a community resource, helping individuals understand Medicare plans and final expenses. She’s a licensed agent for health and life in 13 states. She is invested in each client by educating and keeping them informed of updates.

Nefertarei is a wife, mother, grandma, sister, auntie, daughter, and most importantly, a child of God. She resides with her husband in Concord, NC. Her ideal weekend is not to have plans and do NOTHING!!! Nevertheless, when you hear her name or think of her now, she is passionate and always grateful to serve.

Learn more: https://insuredbynef.com/
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-nef-el-bey-with-c-k-healthcare-advisors-founder-of-insured-by-nef-discussing-asset-management-for-the-working-class]]>1218influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-scott-edelman-founder-of-edelman-wealth-management-group-discussing-risks-of-retirement--68403035
He has a strong commitment to giving uncomplicated advice and unparalleled service and puts an emphasis on creating lasting relationships with his clients and within his community.

A natural teacher and mentor, Scott is a member of Strategic Coach, an entrepreneur business coaching program. He is a thought leader in the financial field and a regular speaker at conferences. Scott is also active with local charities and is on several boards.

Scott lives in Bucks County, PA with his wife and children.

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



Edelman Wealth Management Group, Inc. Heston Hall 1790 Yardley-Langhorne Road, Suite 202 Yardley, PA 19067. Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-scott-edelman-founder-of-edelman-wealth-management-group-discussing-risks-of-retirement]]>https://api.spreaker.com/episode/68403035Mon, 03 Nov 2025 19:25:18 +0000Mike Saunders, MBAScott is the President & founder of Edelman Wealth Management Group and manages all aspects of financial planning and employee benefits, providing products and services for investing, retiring, insurance, and estate conservation for individuals,...
He has a strong commitment to giving uncomplicated advice and unparalleled service and puts an emphasis on creating lasting relationships with his clients and within his community.

A natural teacher and mentor, Scott is a member of Strategic Coach, an entrepreneur business coaching program. He is a thought leader in the financial field and a regular speaker at conferences. Scott is also active with local charities and is on several boards.

Scott lives in Bucks County, PA with his wife and children.

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



Edelman Wealth Management Group, Inc. Heston Hall 1790 Yardley-Langhorne Road, Suite 202 Yardley, PA 19067. Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-scott-edelman-founder-of-edelman-wealth-management-group-discussing-risks-of-retirement]]>1462influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-tyson-ray-co-founder-and-ceo-of-form-wealth-advisors--68371131
As co-founder and CEO of FORM Wealth Advisors, Tyson has led through market cycles, built a multigenerational team, acquired firms, and guided clients through every kind of transition. He spent years focused on everyone else’s future until he realized his own succession plan wasn’t where it needed to be.

That moment became the foundation for the SPACE Framework™ (See, Prepare, Act, Commit, Exit), which Tyson shares in his latest book Total Succession. Built for advisors who care deeply about their clients, their teams, and the legacy they leave behind, it offers a clear path to exit with confidence and full compensation.

Tyson holds advanced credentials from the Yale School of Management and the Business Enterprise Institute, along with his CFP®, CIMA®, and CExP® designations. His work has earned national recognition, including:

• Barron’s Top 1,200 Advisors (2021–2024)
• Forbes Best-in-State Wealth Advisor (2018–2024)
• AdvisorHub Top 150 Advisors to Watch Under $1B (2024)
• Chairman’s Council Advisor (2005–2024)

Beyond the business, Tyson is co-founder of Children’s World Impact, a nonprofit providing global humanitarian aid. His leadership there has been recognized with the Invest in Others Global Community Impact Award and REP. Magazine’s Advisor with a Heart.

Learn more: http://totalsuccession.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-tyson-ray-co-founder-and-ceo-of-form-wealth-advisors]]>https://api.spreaker.com/episode/68371131Fri, 31 Oct 2025 20:33:49 +0000Mike Saunders, MBAFor over 25 years, Tyson Ray has sat in the same seat many entrepreneurs find themselves in today: running a successful business, serving clients at the highest level, and facing the question of what comes next. As co-founder and CEO of FORM Wealth...
As co-founder and CEO of FORM Wealth Advisors, Tyson has led through market cycles, built a multigenerational team, acquired firms, and guided clients through every kind of transition. He spent years focused on everyone else’s future until he realized his own succession plan wasn’t where it needed to be.

That moment became the foundation for the SPACE Framework™ (See, Prepare, Act, Commit, Exit), which Tyson shares in his latest book Total Succession. Built for advisors who care deeply about their clients, their teams, and the legacy they leave behind, it offers a clear path to exit with confidence and full compensation.

Tyson holds advanced credentials from the Yale School of Management and the Business Enterprise Institute, along with his CFP®, CIMA®, and CExP® designations. His work has earned national recognition, including:

• Barron’s Top 1,200 Advisors (2021–2024)
• Forbes Best-in-State Wealth Advisor (2018–2024)
• AdvisorHub Top 150 Advisors to Watch Under $1B (2024)
• Chairman’s Council Advisor (2005–2024)

Beyond the business, Tyson is co-founder of Children’s World Impact, a nonprofit providing global humanitarian aid. His leadership there has been recognized with the Invest in Others Global Community Impact Award and REP. Magazine’s Advisor with a Heart.

Learn more: http://totalsuccession.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-tyson-ray-co-founder-and-ceo-of-form-wealth-advisors]]>1231influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-christopher-volk-author-of-the-value-equation--68317371
Learn more: http://www.christopherhvolk.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-christopher-volk-author-of-the-value-equation]]>https://api.spreaker.com/episode/68317371Tue, 28 Oct 2025 20:01:33 +0000Mike Saunders, MBAChris is the rare threepeat CEO. He has taken three outperforming companies public on the New York Stock Exchange, two of which he personally conceived and co-founded. By the time he stepped down from the third of these companies in 2021, he and his...
Learn more: http://www.christopherhvolk.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-christopher-volk-author-of-the-value-equation]]>1179influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-fred-moss-speaker-consultant-mental-health-coach--68182101
Learn more: http://drfred360.com/

Influential Entrepreneurs with Mike Saunders

https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-fred-moss-speaker-consultant-mental-health-coach]]>https://api.spreaker.com/episode/68182101Fri, 17 Oct 2025 17:36:22 +0000Mike Saunders, MBADr. Fred Moss is a renowned mental health advocate, keynote speaker, and psychiatrist with a passion for helping people find their authentic selves. As the founder of the Welcome to Humanity movement and True Voice Mastermind, Dr. Fred’s work is...
Learn more: http://drfred360.com/

Influential Entrepreneurs with Mike Saunders

https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-fred-moss-speaker-consultant-mental-health-coach]]>1304influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-chris-dixon-with-oxford-advisory-group-discussing-taxes-estate-plans--68139498
Chris received his Bachelor of Science. He graduated with Political Science Honors. He also studied through Harvard Business School and received his certificate in Sustainable Business Strategy.

He is a Registered Financial Consultant focused on helping retirees develop tax-efficient strategies and income planning. He is also responsible for securing banking relationships with some of the top banks on Wall Street.

Christopher is a speaker at the firm’s informational seminars on Taxes in Retirement and Social Security. Christopher regularly trains other advisors from around the country on tax strategies for retirees.

He is the co-host of Reinventing Retirement TV on ABC 10, NBC 8 and Fox 13. Reinventing Retirement Radio on WFLA 93.1, Chris is the co-author of Total Tax Free Retirement book. He has authored articles in Newsmax Finance and also been featured in Yahoo! News Nasdaq, and US News. Chris sits on the board of the Advent Health Foundation.

Learn More: https://oxfordadvisorygroup.com/

This is prepared for informational purposes only. It does not address specific investment objectives, or the financial situation, and the particular needs of any person who may receive this report. The information herein was obtained from various sources. Oxford Advisory Group does not guarantee the accuracy or completeness of information provided by third parties. The information in this report is given as of the date indicated and is believed to be reliable. Oxford Advisory Group assumes no obligation to update this information or to advise on further developments relating to it.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-chris-dixon-with-oxford-advisory-group-discussing-taxes-estate-plans]]>https://api.spreaker.com/episode/68139498Tue, 14 Oct 2025 20:43:20 +0000Mike Saunders, MBAChris Dixon is the Co-Founder of Oxford Advisory Group. He is responsible for the company vision and business strategy. Chris focuses on tax-efficient strategies for retirees and advanced tax planning. Chris received his Bachelor of Science. He...
Chris received his Bachelor of Science. He graduated with Political Science Honors. He also studied through Harvard Business School and received his certificate in Sustainable Business Strategy.

He is a Registered Financial Consultant focused on helping retirees develop tax-efficient strategies and income planning. He is also responsible for securing banking relationships with some of the top banks on Wall Street.

Christopher is a speaker at the firm’s informational seminars on Taxes in Retirement and Social Security. Christopher regularly trains other advisors from around the country on tax strategies for retirees.

He is the co-host of Reinventing Retirement TV on ABC 10, NBC 8 and Fox 13. Reinventing Retirement Radio on WFLA 93.1, Chris is the co-author of Total Tax Free Retirement book. He has authored articles in Newsmax Finance and also been featured in Yahoo! News Nasdaq, and US News. Chris sits on the board of the Advent Health Foundation.

Learn More: https://oxfordadvisorygroup.com/

This is prepared for informational purposes only. It does not address specific investment objectives, or the financial situation, and the particular needs of any person who may receive this report. The information herein was obtained from various sources. Oxford Advisory Group does not guarantee the accuracy or completeness of information provided by third parties. The information in this report is given as of the date indicated and is believed to be reliable. Oxford Advisory Group assumes no obligation to update this information or to advise on further developments relating to it.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-chris-dixon-with-oxford-advisory-group-discussing-taxes-estate-plans]]>746influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-samuel-j-dixon-with-oxford-advisory-group-discussing-rmds-retirement-plans--68107350
As a managing partner of Oxford Advisory Group, Samuel J. Dixon is focused on retirement planning, IRA legacy planning and investments for retirees, executives and small-business owners. He routinely offers educational classes on taxes in retirement and developing a steady and reliable retirement plan.

Samuel, with his expertise as a RFC, also contributes articles that are featured in financial publications such as Kiplinger Financial, Newsmax, and The Street.

Samuel has passed the Series 65 securities exam and also holds his insurance licenses in Florida and South Carolina. Samuel graduated from the College of Business at Florida State University with a degree in risk management and insurance with a focus in financial planning and wealth management.

Samuel and his wife, Katie, are raising their three children, Clark, Callan, and Elowen. Samuel also enjoys coaching Clark in sports. He teaches youth at his church and enjoys boating on Lake Butler with his family.

Learn More: https://oxfordadvisorygroup.com/

This is prepared for informational purposes only. It does not address specific investment objectives, or the financial situation, and the particular needs of any person who may receive this report. The information herein was obtained from various sources. Oxford Advisory Group does not guarantee the accuracy or completeness of information provided by third parties. The information in this report is given as of the date indicated and is believed to be reliable. Oxford Advisory Group assumes no obligation to update this information or to advise on further developments relating to it.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-samuel-j-dixon-with-oxford-advisory-group-discussing-rmds-retirement-plans]]>https://api.spreaker.com/episode/68107350Sun, 12 Oct 2025 11:39:08 +0000Mike Saunders, MBASamuel J. Dixon, RFC Co-Founder/ Managing Partner As a managing partner of Oxford Advisory Group, Samuel J. Dixon is focused on retirement planning, IRA legacy planning and investments for retirees, executives and small-business owners. He routinely...
As a managing partner of Oxford Advisory Group, Samuel J. Dixon is focused on retirement planning, IRA legacy planning and investments for retirees, executives and small-business owners. He routinely offers educational classes on taxes in retirement and developing a steady and reliable retirement plan.

Samuel, with his expertise as a RFC, also contributes articles that are featured in financial publications such as Kiplinger Financial, Newsmax, and The Street.

Samuel has passed the Series 65 securities exam and also holds his insurance licenses in Florida and South Carolina. Samuel graduated from the College of Business at Florida State University with a degree in risk management and insurance with a focus in financial planning and wealth management.

Samuel and his wife, Katie, are raising their three children, Clark, Callan, and Elowen. Samuel also enjoys coaching Clark in sports. He teaches youth at his church and enjoys boating on Lake Butler with his family.

Learn More: https://oxfordadvisorygroup.com/

This is prepared for informational purposes only. It does not address specific investment objectives, or the financial situation, and the particular needs of any person who may receive this report. The information herein was obtained from various sources. Oxford Advisory Group does not guarantee the accuracy or completeness of information provided by third parties. The information in this report is given as of the date indicated and is believed to be reliable. Oxford Advisory Group assumes no obligation to update this information or to advise on further developments relating to it.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-samuel-j-dixon-with-oxford-advisory-group-discussing-rmds-retirement-plans]]>1354influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-jordan-mangaliman-fiduciary-retirement-advisor-founder-of-goldline-wealth-management-discussing-building-a-retirement-pl--68083095
He earned his Bachelor’s Degree in Finance at UC Riverside. Personal finance, market trends, investment strategy, and wealth preservation is what drives Jordan’s hunger for knowledge which he shares with his clients and incorporates regularly into his practice. Jordan’s family has been a pioneer in the Christian-Catholic Ministries in Los Angeles for over 35 years. At a young age he was involved with his church’s ministry which planted the seed for his leadership positions today.

“As a Fiduciary Advisor, our clients trust us because we have a track record of putting their needs first at all times. My job is to foster a relationship of trust, both legally and ethically. Our expansive industry knowledge, experience during up and down markets, research, and world-class service is what forges our lifelong relationships with our clients. Our tenets of full transparency and a high level of communication are the pillars of trust that we build with our clients and the multitude of financial institutions we work with. Many of our clients have become like family and we could not be more grateful for them.”

Learn more: https://goldlinewealthmanagement.com/

Advisory services provided through CoreCap Advisors, LLC. GoldLine Wealth Management and CoreCap Advisors are separate and unaffiliated entities. Securities trades are not accepted through email, voicemail, or fax. Please contact your representative at the number listed above to place any securities trades. This e-mail message and any attachments are solely for the confidential use of the intended recipient. If you are not the intended recipient, notify us immediately by return e-mail and promptly delete this message and any attachments from your computer.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-jordan-mangaliman-fiduciary-retirement-advisor-founder-of-goldline-wealth-management-discussing-building-a-retirement-plan-you-can-depend-on]]>https://api.spreaker.com/episode/68083095Thu, 09 Oct 2025 20:19:13 +0000Mike Saunders, MBAJordan is a second-generation Fiduciary Retirement Advisor and has dedicated the last 15 years to educating his clients on how to build and protect the assets they have worked so hard to accumulate. His family has now been serving clients for over 45...
He earned his Bachelor’s Degree in Finance at UC Riverside. Personal finance, market trends, investment strategy, and wealth preservation is what drives Jordan’s hunger for knowledge which he shares with his clients and incorporates regularly into his practice. Jordan’s family has been a pioneer in the Christian-Catholic Ministries in Los Angeles for over 35 years. At a young age he was involved with his church’s ministry which planted the seed for his leadership positions today.

“As a Fiduciary Advisor, our clients trust us because we have a track record of putting their needs first at all times. My job is to foster a relationship of trust, both legally and ethically. Our expansive industry knowledge, experience during up and down markets, research, and world-class service is what forges our lifelong relationships with our clients. Our tenets of full transparency and a high level of communication are the pillars of trust that we build with our clients and the multitude of financial institutions we work with. Many of our clients have become like family and we could not be more grateful for them.”

Learn more: https://goldlinewealthmanagement.com/

Advisory services provided through CoreCap Advisors, LLC. GoldLine Wealth Management and CoreCap Advisors are separate and unaffiliated entities. Securities trades are not accepted through email, voicemail, or fax. Please contact your representative at the number listed above to place any securities trades. This e-mail message and any attachments are solely for the confidential use of the intended recipient. If you are not the intended recipient, notify us immediately by return e-mail and promptly delete this message and any attachments from your computer.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-jordan-mangaliman-fiduciary-retirement-advisor-founder-of-goldline-wealth-management-discussing-building-a-retirement-plan-you-can-depend-on]]>1327influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-mark-turner-aif-on-tax-planning--68077330
Mark has been in the insurance business since 2000 and has held a Series 65 securities license since 1999. In 2018, Mark founded Wealth Management Strategies Financial Services LLC, an investment advisory and retirement solutions firm. Mark is also an Accredited Investment Fiduciary (AIF), which he earned by demonstrating knowledge of ethical behaviors that follow a fiduciary duty to his clients.
Mark attended California State University at Northridge with a major in business management and a minor in marketing.

Learn more: https://www.wmsretirementsolutions.com/

Investments offered through WMS Financial Services LLC, a California registered investment adviser. AKA “WMSFS”. CRD 291291 8820 E. Foxhollow Drive Anaheim, CA 92808. Insurance products and services are offered through Wealth Management Strategies, an affiliated company. Mark D. Turner, Insurance License #0759815 Wealth Management Strategies, 751 S. Weir Canyon Rd. Ste 157-610 Anaheim, CA 92808 (714) 912-4906. IRS CIRCULAR 230 DISCLOSURE. To ensure compliance with requirements imposed by the IRS, we inform you that any US federal tax advice contained in this communication is not intended or written to be used and cannot be used for the purpose of (a) avoiding penalties under the Internal Revenue Code or (b) promoting, marketing or recommending to another party any transaction or matter addressed herein.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-mark-turner-aif-on-tax-planning]]>https://api.spreaker.com/episode/68077330Thu, 09 Oct 2025 14:37:00 +0000Mike Saunders, MBAMark has been helping individuals retire with confidence for over two decades. He is a passionate professional with a rich history of providing safe growth and advanced income strategies to help make sure his clients have an income they can’t outlive....
Mark has been in the insurance business since 2000 and has held a Series 65 securities license since 1999. In 2018, Mark founded Wealth Management Strategies Financial Services LLC, an investment advisory and retirement solutions firm. Mark is also an Accredited Investment Fiduciary (AIF), which he earned by demonstrating knowledge of ethical behaviors that follow a fiduciary duty to his clients.
Mark attended California State University at Northridge with a major in business management and a minor in marketing.

Learn more: https://www.wmsretirementsolutions.com/

Investments offered through WMS Financial Services LLC, a California registered investment adviser. AKA “WMSFS”. CRD 291291 8820 E. Foxhollow Drive Anaheim, CA 92808. Insurance products and services are offered through Wealth Management Strategies, an affiliated company. Mark D. Turner, Insurance License #0759815 Wealth Management Strategies, 751 S. Weir Canyon Rd. Ste 157-610 Anaheim, CA 92808 (714) 912-4906. IRS CIRCULAR 230 DISCLOSURE. To ensure compliance with requirements imposed by the IRS, we inform you that any US federal tax advice contained in this communication is not intended or written to be used and cannot be used for the purpose of (a) avoiding penalties under the Internal Revenue Code or (b) promoting, marketing or recommending to another party any transaction or matter addressed herein.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-mark-turner-aif-on-tax-planning]]>1127influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-jordan-mangaliman-fiduciary-retirement-advisor-founder-of-goldline-wealth-management-discussing-trust-and-transparency-i--68077265
He earned his Bachelor’s Degree in Finance at UC Riverside. Personal finance, market trends, investment strategy, and wealth preservation is what drives Jordan’s hunger for knowledge which he shares with his clients and incorporates regularly into his practice. Jordan’s family has been a pioneer in the Christian-Catholic Ministries in Los Angeles for over 35 years. At a young age he was involved with his church’s ministry which planted the seed for his leadership positions today.

“As a Fiduciary Advisor, our clients trust us because we have a track record of putting their needs first at all times. My job is to foster a relationship of trust, both legally and ethically. Our expansive industry knowledge, experience during up and down markets, research, and world-class service is what forges our lifelong relationships with our clients. Our tenets of full transparency and a high level of communication are the pillars of trust that we build with our clients and the multitude of financial institutions we work with. Many of our clients have become like family and we could not be more grateful for them.”

Learn more: https://goldlinewealthmanagement.com/

Advisory services provided through CoreCap Advisors, LLC. GoldLine Wealth Management and CoreCap Advisors are separate and unaffiliated entities. Securities trades are not accepted through email, voicemail, or fax. Please contact your representative at the number listed above to place any securities trades. This e-mail message and any attachments are solely for the confidential use of the intended recipient. If you are not the intended recipient, notify us immediately by return e-mail and promptly delete this message and any attachments from your computer.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-jordan-mangaliman-fiduciary-retirement-advisor-founder-of-goldline-wealth-management-discussing-trust-and-transparency-in-retirement-planning]]>https://api.spreaker.com/episode/68077265Thu, 09 Oct 2025 14:29:23 +0000Mike Saunders, MBAJordan is a second-generation Fiduciary Retirement Advisor and has dedicated the last 15 years to educating his clients on how to build and protect the assets they have worked so hard to accumulate. His family has now been serving clients for over 45...
He earned his Bachelor’s Degree in Finance at UC Riverside. Personal finance, market trends, investment strategy, and wealth preservation is what drives Jordan’s hunger for knowledge which he shares with his clients and incorporates regularly into his practice. Jordan’s family has been a pioneer in the Christian-Catholic Ministries in Los Angeles for over 35 years. At a young age he was involved with his church’s ministry which planted the seed for his leadership positions today.

“As a Fiduciary Advisor, our clients trust us because we have a track record of putting their needs first at all times. My job is to foster a relationship of trust, both legally and ethically. Our expansive industry knowledge, experience during up and down markets, research, and world-class service is what forges our lifelong relationships with our clients. Our tenets of full transparency and a high level of communication are the pillars of trust that we build with our clients and the multitude of financial institutions we work with. Many of our clients have become like family and we could not be more grateful for them.”

Learn more: https://goldlinewealthmanagement.com/

Advisory services provided through CoreCap Advisors, LLC. GoldLine Wealth Management and CoreCap Advisors are separate and unaffiliated entities. Securities trades are not accepted through email, voicemail, or fax. Please contact your representative at the number listed above to place any securities trades. This e-mail message and any attachments are solely for the confidential use of the intended recipient. If you are not the intended recipient, notify us immediately by return e-mail and promptly delete this message and any attachments from your computer.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-jordan-mangaliman-fiduciary-retirement-advisor-founder-of-goldline-wealth-management-discussing-trust-and-transparency-in-retirement-planning]]>1219influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-pri-cosentino-founder-financial-advisor-at-fern-prosperity-discussing-maintaining-lifestyle-and-legacy-in-retirement--68036447
Pri was mentored for more than ten years by an experienced financial advisor, during which time she developed the WISE Method™—a planning framework based on Wisdom, Insight, Strategy, and Enjoyment. This approach is designed to help clients consider how to align their financial decisions with their values and long-term vision.

Pri holds a degree from the University of Central Florida (UCF) and an MBA in Neuroscience and Human Behavior from UniF. Her education combines financial planning with behavioral science, which supports her work in helping clients make informed decisions about money, life, and legacy.

As an Advisor, Pri applies the W.I.S.E. Planning™ methodology when building personalized strategies that may address areas such as income planning, tax considerations, estate and legacy planning, and personal development. She works with a diverse and global clientele, offering services in English, Portuguese, German, and Spanish.

Pri is also an author and speaker who shares insights on financial planning and personal development. Her professional philosophy emphasizes clarity, a client-first focus, and values-based planning.

Outside of her professional work, Pri is a committed learner, traveler, and cultural enthusiast. She enjoys fitness, thoughtful conversations about business and purpose, and is the proud dog mom of Tish, Weiße, Pkna, and Traya.

Learn More: https://pricosentino.com/

Fern Prosperity, LLC and Pri Cosentino are not affiliated with the Social Security Administration or any government agency. This content is intended strictly for educational purposes and should not be construed as individualized investment advice. Any decisions related to Social Security, retirement, or financial planning should be made in the context of a comprehensive plan and in consultation with a qualified advisor. Investment advisory services are offered through Virtue Capital Management, LLC (VCM), a registered investment advisor. Fern Prosperity, LLC and VCM are independent entities. Investing involves risk, including the potential loss of principal. Past performance is not indicative of future results, and no investment strategy can guarantee a profit or protect against loss during periods of market decline. None of the information presented shall constitute an offer to sell or a solicitation of an offer to buy any security or insurance product. References to protection benefits or reliable income streams relate exclusively to fixed insurance products and not to securities or investment advisory services. Annuity guarantees are subject to the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products and may be subject to fees, surrender charges, and holding periods, which vary by insurance carrier. Annuities are not FDIC-insured. Information and opinions provided by third parties have been obtained from sources believed to be reliable, but Fern Prosperity, LLC makes no representation as to their accuracy or completeness. Content is provided for informational purposes only and should not be the sole basis for any financial decision, nor should it be interpreted as advice tailored to the specific needs of an individual’s situation. Third-party ratings, awards, or recognitions are not guarantees of future investment success and should not be construed as endorsements of Pri Cosentino or Fern Prosperity, LLC. They do not ensure that a client or prospective client will achieve a higher level of performance or results. Such ratings are not indicative of any one client’s experience and should not be considered a testimonial.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-pri-cosentino-founder-financial-advisor-at-fern-prosperity-discussing-maintaining-lifestyle-and-legacy-in-retirement]]>https://api.spreaker.com/episode/68036447Mon, 06 Oct 2025 21:00:02 +0000Mike Saunders, MBAPriscila “Pri” Cosentino is the Founder and Financial Advisor at Fern Prosperity, an advisory firm dedicated to helping individuals pursue their financial goals through integrated planning strategies and personal development. With over a decade of...
Pri was mentored for more than ten years by an experienced financial advisor, during which time she developed the WISE Method™—a planning framework based on Wisdom, Insight, Strategy, and Enjoyment. This approach is designed to help clients consider how to align their financial decisions with their values and long-term vision.

Pri holds a degree from the University of Central Florida (UCF) and an MBA in Neuroscience and Human Behavior from UniF. Her education combines financial planning with behavioral science, which supports her work in helping clients make informed decisions about money, life, and legacy.

As an Advisor, Pri applies the W.I.S.E. Planning™ methodology when building personalized strategies that may address areas such as income planning, tax considerations, estate and legacy planning, and personal development. She works with a diverse and global clientele, offering services in English, Portuguese, German, and Spanish.

Pri is also an author and speaker who shares insights on financial planning and personal development. Her professional philosophy emphasizes clarity, a client-first focus, and values-based planning.

Outside of her professional work, Pri is a committed learner, traveler, and cultural enthusiast. She enjoys fitness, thoughtful conversations about business and purpose, and is the proud dog mom of Tish, Weiße, Pkna, and Traya.

Learn More: https://pricosentino.com/

Fern Prosperity, LLC and Pri Cosentino are not affiliated with the Social Security Administration or any government agency. This content is intended strictly for educational purposes and should not be construed as individualized investment advice. Any decisions related to Social Security, retirement, or financial planning should be made in the context of a comprehensive plan and in consultation with a qualified advisor. Investment advisory services are offered through Virtue Capital Management, LLC (VCM), a registered investment advisor. Fern Prosperity, LLC and VCM are independent entities. Investing involves risk, including the potential loss of principal. Past performance is not indicative of future results, and no investment strategy can guarantee a profit or protect against loss during periods of market decline. None of the information presented shall constitute an offer to sell or a solicitation of an offer to buy any security or insurance product. References to protection benefits or reliable income streams relate exclusively to fixed insurance products and not to securities or investment advisory services. Annuity guarantees are subject to the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products and may be subject to fees, surrender charges, and holding periods, which vary by insurance carrier. Annuities are not FDIC-insured. Information and opinions provided by third parties have been obtained from sources believed to be reliable, but Fern Prosperity, LLC makes no representation as to their accuracy or completeness. Content is provided for informational purposes only and should not be the sole basis for any financial decision, nor should it be interpreted as advice tailored to the specific needs of an individual’s situation. Third-party ratings, awards, or recognitions are not guarantees of future investment success and should not be construed as endorsements of Pri Cosentino or Fern...]]>1152influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/mark-turner-aif-on-retirement-accumulation-vs-distribution--68036392
Mark has been in the insurance business since 2000 and has held a Series 65 securities license since 1999. In 2018, Mark founded Wealth Management Strategies Financial Services LLC, an investment advisory and retirement solutions firm. Mark is also an Accredited Investment Fiduciary (AIF), which he earned by demonstrating knowledge of ethical behaviors that follow a fiduciary duty to his clients.

Mark attended California State University at Northridge with a major in business management and a minor in marketing.

Learn more: https://www.wmsretirementsolutions.com/

Investments offered through WMS Financial Services LLC, a California registered investment adviser. AKA “WMSFS”. CRD 291291 8820 E. Foxhollow Drive Anaheim, CA 92808. Insurance products and services are offered through Wealth Management Strategies, an affiliated company. Mark D. Turner, Insurance License #0759815 Wealth Management Strategies, 751 S. Weir Canyon Rd. Ste 157-610 Anaheim, CA 92808 (714) 912-4906. IRS CIRCULAR 230 DISCLOSURE To ensure compliance with requirements imposed by the IRS, we inform you that any US federal tax advice contained in this communication is not intended or written to be used and cannot be used for the purpose of (a) avoiding penalties under the Internal Revenue Code or (b) promoting, marketing or recommending to another party any transaction or matter addressed herein.


Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-mark-turner-president-of-wealth-management-strategies-discussing-retirement-accumulation-vs-distribution]]>https://api.spreaker.com/episode/68036392Mon, 06 Oct 2025 20:50:04 +0000Mike Saunders, MBAMark has been helping individuals retire with confidence for over two decades. He is a passionate professional with a rich history of providing safe growth and advanced income strategies to help make sure his clients have an income they can’t outlive....
Mark has been in the insurance business since 2000 and has held a Series 65 securities license since 1999. In 2018, Mark founded Wealth Management Strategies Financial Services LLC, an investment advisory and retirement solutions firm. Mark is also an Accredited Investment Fiduciary (AIF), which he earned by demonstrating knowledge of ethical behaviors that follow a fiduciary duty to his clients.

Mark attended California State University at Northridge with a major in business management and a minor in marketing.

Learn more: https://www.wmsretirementsolutions.com/

Investments offered through WMS Financial Services LLC, a California registered investment adviser. AKA “WMSFS”. CRD 291291 8820 E. Foxhollow Drive Anaheim, CA 92808. Insurance products and services are offered through Wealth Management Strategies, an affiliated company. Mark D. Turner, Insurance License #0759815 Wealth Management Strategies, 751 S. Weir Canyon Rd. Ste 157-610 Anaheim, CA 92808 (714) 912-4906. IRS CIRCULAR 230 DISCLOSURE To ensure compliance with requirements imposed by the IRS, we inform you that any US federal tax advice contained in this communication is not intended or written to be used and cannot be used for the purpose of (a) avoiding penalties under the Internal Revenue Code or (b) promoting, marketing or recommending to another party any transaction or matter addressed herein.


Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-mark-turner-president-of-wealth-management-strategies-discussing-retirement-accumulation-vs-distribution]]>1020influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-jordan-mangaliman-fiduciary-retirement-advisor-founder-of-goldline-wealth-management-discussing-the-transition-into-reti--68036232
He earned his Bachelor’s Degree in Finance at UC Riverside. Personal finance, market trends, investment strategy, and wealth preservation is what drives Jordan’s hunger for knowledge, which he shares with his clients and incorporates regularly into his practice. Jordan’s family has been a pioneer in the Christian-Catholic Ministries in Los Angeles for over 35 years. At a young age, he was involved with his church’s ministry, which planted the seed for his leadership positions today.

“As a Fiduciary Advisor, our clients trust us because we have a track record of putting their needs first at all times. My job is to foster a relationship of trust, both legally and ethically. Our expansive industry knowledge, experience during up and down markets, research, and world-class service is what forges our lifelong relationships with our clients. Our tenets of full transparency and a high level of communication are the pillars of trust that we build with our clients and the multitude of financial institutions we work with. Many of our clients have become like family, and we could not be more grateful for them.”

Learn more: https://goldlinewealthmanagement.com/

Advisory services provided through CoreCap Advisors, LLC. GoldLine Wealth Management and CoreCap Advisors are separate and unaffiliated entities. Securities trades are not accepted through email, voicemail, or fax. Please contact your representative at the number listed above to place any securities trades. This e-mail message and any attachments are solely for the confidential use of the intended recipient. If you are not the intended recipient, notify us immediately by return e-mail and promptly delete this message and any attachments from your computer.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-jordan-mangaliman-fiduciary-retirement-advisor-founder-of-goldline-wealth-management-discussing-the-transition-into-retirement]]>https://api.spreaker.com/episode/68036232Mon, 06 Oct 2025 20:42:08 +0000Mike Saunders, MBAJordan is a second-generation Fiduciary Retirement Advisor and has dedicated the last 15 years to educating his clients on how to build and protect the assets they have worked so hard to accumulate. His family has now been serving clients for over 45...
He earned his Bachelor’s Degree in Finance at UC Riverside. Personal finance, market trends, investment strategy, and wealth preservation is what drives Jordan’s hunger for knowledge, which he shares with his clients and incorporates regularly into his practice. Jordan’s family has been a pioneer in the Christian-Catholic Ministries in Los Angeles for over 35 years. At a young age, he was involved with his church’s ministry, which planted the seed for his leadership positions today.

“As a Fiduciary Advisor, our clients trust us because we have a track record of putting their needs first at all times. My job is to foster a relationship of trust, both legally and ethically. Our expansive industry knowledge, experience during up and down markets, research, and world-class service is what forges our lifelong relationships with our clients. Our tenets of full transparency and a high level of communication are the pillars of trust that we build with our clients and the multitude of financial institutions we work with. Many of our clients have become like family, and we could not be more grateful for them.”

Learn more: https://goldlinewealthmanagement.com/

Advisory services provided through CoreCap Advisors, LLC. GoldLine Wealth Management and CoreCap Advisors are separate and unaffiliated entities. Securities trades are not accepted through email, voicemail, or fax. Please contact your representative at the number listed above to place any securities trades. This e-mail message and any attachments are solely for the confidential use of the intended recipient. If you are not the intended recipient, notify us immediately by return e-mail and promptly delete this message and any attachments from your computer.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-jordan-mangaliman-fiduciary-retirement-advisor-founder-of-goldline-wealth-management-discussing-the-transition-into-retirement]]>1348influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-pri-cosentino-founder-financial-advisor-at-fern-prosperity-discussing-overcoming-retirement-fears-and-achieving-peace-of--68003610
Pri was mentored for more than ten years by an experienced financial advisor, during which time she developed the WISE Method™—a planning framework based on Wisdom, Insight, Strategy, and Enjoyment. This approach is designed to help clients consider how to align their financial decisions with their values and long-term vision.

Pri holds a degree from the University of Central Florida (UCF) and an MBA in Neuroscience and Human Behavior from UniF. Her education combines financial planning with behavioral science, which supports her work in helping clients make informed decisions about money, life, and legacy.

As an Advisor, Pri applies the W.I.S.E. Planning™ methodology when building personalized strategies that may address areas such as income planning, tax considerations, estate and legacy planning, and personal development. She works with a diverse and global clientele, offering services in English, Portuguese, German, and Spanish.

Pri is also an author and speaker who shares insights on financial planning and personal development. Her professional philosophy emphasizes clarity, a client-first focus, and values-based planning.

Outside of her professional work, Pri is a committed learner, traveler, and cultural enthusiast. She enjoys fitness, thoughtful conversations about business and purpose, and is the proud dog mom of Tish, Weiße, Pkna, and Traya.

Learn More: https://pricosentino.com/

Fern Prosperity, LLC and Pri Cosentino are not affiliated with the Social Security Administration or any government agency. This content is intended strictly for educational purposes and should not be construed as individualized investment advice. Any decisions related to Social Security, retirement, or financial planning should be made in the context of a comprehensive plan and in consultation with a qualified advisor.

Investment advisory services are offered through Virtue Capital Management, LLC (VCM), a registered investment advisor. Fern Prosperity, LLC and VCM are independent entities. Investing involves risk, including the potential loss of principal. Past performance is not indicative of future results, and no investment strategy can guarantee a profit or protect against loss during periods of market decline.

None of the information presented shall constitute an offer to sell or a solicitation of an offer to buy any security or insurance product. References to protection benefits or reliable income streams relate exclusively to fixed insurance products and not to securities or investment advisory services. Annuity guarantees are subject to the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products and may be subject to fees, surrender charges, and holding periods, which vary by insurance carrier. Annuities are not FDIC-insured.

Information and opinions provided by third parties have been obtained from sources believed to be reliable, but Fern Prosperity, LLC makes no representation as to their accuracy or completeness. Content is provided for informational purposes only and should not be the sole basis for any financial decision, nor should it be interpreted as advice tailored to the specific needs of an individual’s situation.

Third-party ratings, awards, or recognitions are not guarantees of future investment success and should not be construed as endorsements of Pri Cosentino or Fern Prosperity, LLC. They do not ensure that a client or prospective client will achieve a higher level of performance or results. Such ratings are not indicative of any one client’s experience and should not be considered a testimonial.

Influential Entrepreneurs with Mike Saunders
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Source: https://businessinnovatorsradio.com/interview-with-pri-cosentino-founder-financial-advisor-at-fern-prosperity-discussing-overcoming-retirement-fears-and-achieving-peace-of-mind]]>https://api.spreaker.com/episode/68003610Fri, 03 Oct 2025 19:14:59 +0000Mike Saunders, MBAPriscila “Pri” Cosentino is the Founder and Financial Advisor at Fern Prosperity, an advisory firm dedicated to helping individuals pursue their financial goals through integrated planning strategies and personal development. With over a decade of...
Pri was mentored for more than ten years by an experienced financial advisor, during which time she developed the WISE Method™—a planning framework based on Wisdom, Insight, Strategy, and Enjoyment. This approach is designed to help clients consider how to align their financial decisions with their values and long-term vision.

Pri holds a degree from the University of Central Florida (UCF) and an MBA in Neuroscience and Human Behavior from UniF. Her education combines financial planning with behavioral science, which supports her work in helping clients make informed decisions about money, life, and legacy.

As an Advisor, Pri applies the W.I.S.E. Planning™ methodology when building personalized strategies that may address areas such as income planning, tax considerations, estate and legacy planning, and personal development. She works with a diverse and global clientele, offering services in English, Portuguese, German, and Spanish.

Pri is also an author and speaker who shares insights on financial planning and personal development. Her professional philosophy emphasizes clarity, a client-first focus, and values-based planning.

Outside of her professional work, Pri is a committed learner, traveler, and cultural enthusiast. She enjoys fitness, thoughtful conversations about business and purpose, and is the proud dog mom of Tish, Weiße, Pkna, and Traya.

Learn More: https://pricosentino.com/

Fern Prosperity, LLC and Pri Cosentino are not affiliated with the Social Security Administration or any government agency. This content is intended strictly for educational purposes and should not be construed as individualized investment advice. Any decisions related to Social Security, retirement, or financial planning should be made in the context of a comprehensive plan and in consultation with a qualified advisor.

Investment advisory services are offered through Virtue Capital Management, LLC (VCM), a registered investment advisor. Fern Prosperity, LLC and VCM are independent entities. Investing involves risk, including the potential loss of principal. Past performance is not indicative of future results, and no investment strategy can guarantee a profit or protect against loss during periods of market decline.

None of the information presented shall constitute an offer to sell or a solicitation of an offer to buy any security or insurance product. References to protection benefits or reliable income streams relate exclusively to fixed insurance products and not to securities or investment advisory services. Annuity guarantees are subject to the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products and may be subject to fees, surrender charges, and holding periods, which vary by insurance carrier. Annuities are not FDIC-insured.

Information and opinions provided by third parties have been obtained from sources believed to be reliable, but Fern Prosperity, LLC makes no representation as to their accuracy or completeness. Content is provided for informational purposes only and should not be the sole basis for any financial decision, nor should it be interpreted as advice tailored to the specific needs of an individual’s situation.

Third-party ratings, awards, or recognitions are not guarantees of future investment success and should not be construed as...]]>1096influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/mark-turner-aif-on-retirement-income-planning--67974596
Mark has been in the insurance business since 2000 and has held a Series 65 securities license since 1999. In 2018, Mark founded Wealth Management Strategies Financial Services LLC, an investment advisory and retirement solutions firm. Mark is also an Accredited Investment Fiduciary (AIF), which he earned by demonstrating knowledge of ethical behaviors that follow a fiduciary duty to his clients.

Mark attended California State University at Northridge with a major in business management and a minor in marketing.

Learn more: https://www.wmsretirementsolutions.com/

Investments offered through WMS Financial Services LLC, a California registered investment adviser. AKA “WMSFS”. CRD 291291 8820 E. Foxhollow Drive Anaheim, CA 92808. Insurance products and services are offered through Wealth Management Strategies, an affiliated company. Mark D. Turner, Insurance License #0759815 Wealth Management Strategies, 751 S. Weir Canyon Rd. Ste 157-610 Anaheim, CA 92808 (714) 912-4906.

IRS CIRCULAR 230 DISCLOSURE

To ensure compliance with requirements imposed by the IRS, we inform you that any US federal tax advice contained in this communication is not intended or written to be used and cannot be used for the purpose of (a) avoiding penalties under the Internal Revenue Code or (b) promoting, marketing or recommending to another party any transaction or matter addressed herein.


Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-mark-turner-president-of-wealth-management-strategies-discussing-retirement-income-planning]]>https://api.spreaker.com/episode/67974596Wed, 01 Oct 2025 18:20:59 +0000Mike Saunders, MBAMark has been helping individuals retire with confidence for over two decades. He is a passionate professional with a rich history of providing safe growth and advanced income strategies to help make sure his clients have an income they can’t outlive....
Mark has been in the insurance business since 2000 and has held a Series 65 securities license since 1999. In 2018, Mark founded Wealth Management Strategies Financial Services LLC, an investment advisory and retirement solutions firm. Mark is also an Accredited Investment Fiduciary (AIF), which he earned by demonstrating knowledge of ethical behaviors that follow a fiduciary duty to his clients.

Mark attended California State University at Northridge with a major in business management and a minor in marketing.

Learn more: https://www.wmsretirementsolutions.com/

Investments offered through WMS Financial Services LLC, a California registered investment adviser. AKA “WMSFS”. CRD 291291 8820 E. Foxhollow Drive Anaheim, CA 92808. Insurance products and services are offered through Wealth Management Strategies, an affiliated company. Mark D. Turner, Insurance License #0759815 Wealth Management Strategies, 751 S. Weir Canyon Rd. Ste 157-610 Anaheim, CA 92808 (714) 912-4906.

IRS CIRCULAR 230 DISCLOSURE

To ensure compliance with requirements imposed by the IRS, we inform you that any US federal tax advice contained in this communication is not intended or written to be used and cannot be used for the purpose of (a) avoiding penalties under the Internal Revenue Code or (b) promoting, marketing or recommending to another party any transaction or matter addressed herein.


Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-mark-turner-president-of-wealth-management-strategies-discussing-retirement-income-planning]]>1002influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-roy-snarr-founder-of-roy-snarr-retirement-solutions-discussing-roth-conversions--67941335
Learn more: http://www.roysnarr.com/

DISCLAIMER: I do not work for any type of government office

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-roy-snarr-founder-of-roy-snarr-retirement-solutions-discussing-roth-conversions]]>https://api.spreaker.com/episode/67941335Mon, 29 Sep 2025 15:44:51 +0000Mike Saunders, MBARoy Snarr specializes in asset protection, Long Term Care and retirement planning and is the host of Safe Money and Income Radio, broadcasting throughout central Texas. He is sought after nationally and helps people across the country with life...
Learn more: http://www.roysnarr.com/

DISCLAIMER: I do not work for any type of government office

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-roy-snarr-founder-of-roy-snarr-retirement-solutions-discussing-roth-conversions]]>1301influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-roy-snarr-founder-of-roy-snarr-retirement-solutions-discussing-lifetime-income--67902130
Learn more: http://www.roysnarr.com/

DISCLAIMER: I do not work for any type of government office

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-roy-snarr-founder-of-roy-snarr-retirement-solutions-discussing-lifetime-income]]>https://api.spreaker.com/episode/67902130Thu, 25 Sep 2025 21:56:15 +0000Mike Saunders, MBARoy Snarr specializes in asset protection, Long Term Care and retirement planning and is the host of Safe Money and Income Radio, broadcasting throughout central Texas. He is sought after nationally and helps people across the country with life...
Learn more: http://www.roysnarr.com/

DISCLAIMER: I do not work for any type of government office

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-roy-snarr-founder-of-roy-snarr-retirement-solutions-discussing-lifetime-income]]>1362influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-roy-snarr-founder-of-roy-snarr-retirement-solutions-discussing-social-security-maximization--67871247
Learn more: http://www.roysnarr.com/

DISCLAIMER: I do not work for any type of government office

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-roy-snarr-founder-of-roy-snarr-retirement-solutions-discussing-social-security-maximization]]>https://api.spreaker.com/episode/67871247Tue, 23 Sep 2025 22:40:52 +0000Mike Saunders, MBARoy Snarr specializes in asset protection, Long Term Care and retirement planning and is the host of Safe Money and Income Radio, broadcasting throughout central Texas. He is sought after nationally and helps people across the country with life...
Learn more: http://www.roysnarr.com/

DISCLAIMER: I do not work for any type of government office

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-roy-snarr-founder-of-roy-snarr-retirement-solutions-discussing-social-security-maximization]]>1524influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-ethan-heisey-ceo-of-exponential-freedom-discussing-legal-tax-reduction-for-high-net-worth-individuals--67779213
Learn more: https://theexponentialfreedom.com/

The information provided during this appearance is for general informational purposes only and should not be considered personalized financial, tax, or investment advice. Each individual’s situation is unique, and viewers are encouraged to consult with a licensed financial professional before making any decisions. Exponential Freedom is a consulting and marketing firm—we do not offer financial advice or make recommendations. Instead, we connect clients with qualified, licensed professionals best suited to their specific needs

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-ethan-heisey-ceo-of-exponential-freedom-discussing-legal-tax-reduction-for-high-net-worth-individuals]]>https://api.spreaker.com/episode/67779213Tue, 16 Sep 2025 14:02:35 +0000Mike Saunders, MBAEthan is the CEO of Exponential Freedom, Ethan’s drive for leadership and financial freedom surpasses many other traditional approaches. He is a public speaker at many events, along with formulating a company of many employees who hold his trust. His...
Learn more: https://theexponentialfreedom.com/

The information provided during this appearance is for general informational purposes only and should not be considered personalized financial, tax, or investment advice. Each individual’s situation is unique, and viewers are encouraged to consult with a licensed financial professional before making any decisions. Exponential Freedom is a consulting and marketing firm—we do not offer financial advice or make recommendations. Instead, we connect clients with qualified, licensed professionals best suited to their specific needs

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-ethan-heisey-ceo-of-exponential-freedom-discussing-legal-tax-reduction-for-high-net-worth-individuals]]>1383influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-ethan-heisey-ceo-of-exponential-freedom-discussing-tax-mitigation-strategies--67779036
Learn more: https://theexponentialfreedom.com/

The information provided during this appearance is for general informational purposes only and should not be considered personalized financial, tax, or investment advice. Each individual’s situation is unique, and viewers are encouraged to consult with a licensed financial professional before making any decisions. Exponential Freedom is a consulting and marketing firm—we do not offer financial advice or make recommendations. Instead, we connect clients with qualified, licensed professionals best suited to their specific needs.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-ethan-heisey-ceo-of-exponential-freedom-discussing-tax-mitigation-strategies]]>https://api.spreaker.com/episode/67779036Tue, 16 Sep 2025 13:52:28 +0000Mike Saunders, MBAEthan is the CEO of Exponential Freedom, Ethan’s drive for leadership and financial freedom surpasses many other traditional approaches. He is a public speaker at many events, along with formulating a company of many employees who hold his trust. His...
Learn more: https://theexponentialfreedom.com/

The information provided during this appearance is for general informational purposes only and should not be considered personalized financial, tax, or investment advice. Each individual’s situation is unique, and viewers are encouraged to consult with a licensed financial professional before making any decisions. Exponential Freedom is a consulting and marketing firm—we do not offer financial advice or make recommendations. Instead, we connect clients with qualified, licensed professionals best suited to their specific needs.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-ethan-heisey-ceo-of-exponential-freedom-discussing-tax-mitigation-strategies]]>1521influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-ethan-heisey-ceo-of-exponential-freedom-discussing-how-to-grow-your-money-tax-free--67737440
Learn more: https://theexponentialfreedom.com/



The information provided during this appearance is for general informational purposes only and should not be considered personalized financial, tax, or investment advice. Each individual’s situation is unique, and viewers are encouraged to consult with a licensed financial professional before making any decisions. Exponential Freedom is a consulting and marketing firm—we do not offer financial advice or make recommendations. Instead, we connect clients with qualified, licensed professionals best suited to their specific needs.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-ethan-heisey-ceo-of-exponential-freedom-discussing-how-to-grow-your-money-tax-freehttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/]]>https://api.spreaker.com/episode/67737440Fri, 12 Sep 2025 17:21:58 +0000Mike Saunders, MBAEthan is the CEO of Exponential Freedom, Ethan’s drive for leadership and financial freedom surpasses many other traditional approaches. He is a public speaker at many events, along with formulating a company of many employees who hold his trust. His...
Learn more: https://theexponentialfreedom.com/



The information provided during this appearance is for general informational purposes only and should not be considered personalized financial, tax, or investment advice. Each individual’s situation is unique, and viewers are encouraged to consult with a licensed financial professional before making any decisions. Exponential Freedom is a consulting and marketing firm—we do not offer financial advice or make recommendations. Instead, we connect clients with qualified, licensed professionals best suited to their specific needs.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-ethan-heisey-ceo-of-exponential-freedom-discussing-how-to-grow-your-money-tax-freehttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/]]>1501influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-michael-mcmillan-president-of-financialize-discussing-lead-generation-for-financial-advisors--67694232
At Financialize, he is driving growth through advanced technology, transparent pricing models, and a relentless focus on agent success — guided by the company’s North Star: “If our agents win, we win.” His leadership is marked by building scalable systems, streamlining operations, and empowering teams to deliver measurable results.

Learn More: https://financialize.com/

Financialize.com LLC is a marketing and lead generation company. We are not a licensed insurance agency, and we do not provide tax, legal, or investment advice. Leads generated by Financialize are referred only to licensed professionals who are authorized to discuss and recommend insurance and financial products. All financial decisions should be made in consultation with a licensed advisor who understands your specific situation. “At Financialize, we don’t just generate leads—we build platforms that help agents perform at their highest level. My background in sales and marketing training has shown me that when agents are given the right tools, coaching, and clarity, they deliver better results for families. Our focus is always on helping agents win, because when agents succeed, clients achieve their retirement goals with confidence.” – Michael McMillan, President of Financialize


Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-michael-mcmillan-president-of-financialize-discussing-lead-generation-for-financial-advisors]]>https://api.spreaker.com/episode/67694232Tue, 09 Sep 2025 20:32:53 +0000Mike Saunders, MBAMichael McMillan is the President of Financialize, where he leads the company’s transformation into one of the insurance industry’s most innovative lead generation and sales enablement platforms. With a background spanning contact centers, SaaS,...
At Financialize, he is driving growth through advanced technology, transparent pricing models, and a relentless focus on agent success — guided by the company’s North Star: “If our agents win, we win.” His leadership is marked by building scalable systems, streamlining operations, and empowering teams to deliver measurable results.

Learn More: https://financialize.com/

Financialize.com LLC is a marketing and lead generation company. We are not a licensed insurance agency, and we do not provide tax, legal, or investment advice. Leads generated by Financialize are referred only to licensed professionals who are authorized to discuss and recommend insurance and financial products. All financial decisions should be made in consultation with a licensed advisor who understands your specific situation. “At Financialize, we don’t just generate leads—we build platforms that help agents perform at their highest level. My background in sales and marketing training has shown me that when agents are given the right tools, coaching, and clarity, they deliver better results for families. Our focus is always on helping agents win, because when agents succeed, clients achieve their retirement goals with confidence.” – Michael McMillan, President of Financialize


Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-michael-mcmillan-president-of-financialize-discussing-lead-generation-for-financial-advisors]]>1508influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-owen-edwards-with-edwards-investments-overcoming-fears-and-achieving-financial-peace-of-mind--67637820
Ready for clarity and confidence in your retirement plan? Schedule a complimentary consultation today.

Learn more: https://edwardsinvestments.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-owen-edwards-with-edwards-investments-overcoming-fears-and-achieving-financial-peace-of-mind]]>https://api.spreaker.com/episode/67637820Thu, 04 Sep 2025 21:12:20 +0000Mike Saunders, MBAOwen Edwards was born and raised in Northeastern Pennsylvania, where he continues to live and serve his community through his financial advisory practice. With nearly 30 years of experience, he is dedicated to empowering individuals and families to...
Ready for clarity and confidence in your retirement plan? Schedule a complimentary consultation today.

Learn more: https://edwardsinvestments.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-owen-edwards-with-edwards-investments-overcoming-fears-and-achieving-financial-peace-of-mind]]>980influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-owen-edwards-with-edwards-investments-gaining-confidence-in-your-financial-future--67624212
Ready for clarity and confidence in your retirement plan? Schedule a complimentary consultation today.

Learn more: https://edwardsinvestments.com/

Advisory services are offered through Royal Fund Management, LLC, Royal Fund Management LLC is registered as an investment adviser with the SEC and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Insurance products offered through Edwards investments LLC. Insurance guarantees are subject to the claims-paying ability of the issuing company. The adviser is paid commissions on the sale of insurance products.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-owen-edwards-with-edwards-investments-gaining-confidence-in-your-financial-future]]>https://api.spreaker.com/episode/67624212Wed, 03 Sep 2025 21:35:16 +0000Mike Saunders, MBAOwen Edwards was born and raised in Northeastern Pennsylvania, where he continues to live and serve his community through his financial advisory practice. With nearly 30 years of experience, he is dedicated to empowering individuals and families to...
Ready for clarity and confidence in your retirement plan? Schedule a complimentary consultation today.

Learn more: https://edwardsinvestments.com/

Advisory services are offered through Royal Fund Management, LLC, Royal Fund Management LLC is registered as an investment adviser with the SEC and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Insurance products offered through Edwards investments LLC. Insurance guarantees are subject to the claims-paying ability of the issuing company. The adviser is paid commissions on the sale of insurance products.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-owen-edwards-with-edwards-investments-gaining-confidence-in-your-financial-future]]>1068influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-jon-hilley-founder-of-1031-specialists--67624153
Learn more: https://www.1031specialists.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-jon-hilley-founder-of-1031-specialists]]>https://api.spreaker.com/episode/67624153Wed, 03 Sep 2025 21:27:36 +0000Mike Saunders, MBAJon Hilley started his career at Goldman Sachs. 3 years ago, he founded 1031 Specialists, a Qualified Intermediary that facilitates 1031 exchanges for real estate investors across the country. They are growing rapidly and are already a top 10 firm in...
Learn more: https://www.1031specialists.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-jon-hilley-founder-of-1031-specialists]]>1329influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-owen-edwards-with-edwards-investments-building-a-reliable-retirement-income-plan--67622294
Ready for clarity and confidence in your retirement plan? Schedule a complimentary consultation today.

Learn more: https://edwardsinvestments.com/

Advisory services are offered through Royal Fund Management, LLC,  Royal Fund Management LLC is registered as an investment adviser with the SEC and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability.  Insurance products offered through Edwards investments LLC.  Insurance guarantees are subject to the claims-paying ability of the issuing company. The adviser is paid commissions on the sale of insurance products.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-owen-edwards-with-edwards-investments-building-a-reliable-retirement-income-plan]]>https://api.spreaker.com/episode/67622294Wed, 03 Sep 2025 19:02:42 +0000Mike Saunders, MBAOwen Edwards was born and raised in Northeastern Pennsylvania, where he continues to live and serve his community through his financial advisory practice. With nearly 30 years of experience, he is dedicated to empowering individuals and families to...
Ready for clarity and confidence in your retirement plan? Schedule a complimentary consultation today.

Learn more: https://edwardsinvestments.com/

Advisory services are offered through Royal Fund Management, LLC,  Royal Fund Management LLC is registered as an investment adviser with the SEC and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability.  Insurance products offered through Edwards investments LLC.  Insurance guarantees are subject to the claims-paying ability of the issuing company. The adviser is paid commissions on the sale of insurance products.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-owen-edwards-with-edwards-investments-building-a-reliable-retirement-income-plan]]>1242influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-brooke-lively-founder-and-ceo-of-cathcap--67543407
Learn more: http://cathcap.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-brooke-lively-founder-and-ceo-of-cathcap]]>https://api.spreaker.com/episode/67543407Thu, 28 Aug 2025 14:57:44 +0000Mike Saunders, MBABROOKE LIVELY is the founder and CEO of Cathedral Capital. She earned her MBA in investments and corporate finance. Brooke built a seven-figure company in under two years before starting her own company, Cathedral Capital. As a Chartered Financial...
Learn more: http://cathcap.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-brooke-lively-founder-and-ceo-of-cathcap]]>1748influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-matthew-pollard-the-rapid-growth-guy--67348037
Top 10 Sales Trainer. He’s also the founder of Introvertu.com and the bestselling author of The Introvert’s Edge book series, which has sold over 100,000 copies and been translated into 15 languages.

Learn More: https://matthewpollard.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-matthew-pollard-the-rapid-growth-guy]]>https://api.spreaker.com/episode/67348037Tue, 12 Aug 2025 18:31:04 +0000Mike Saunders, MBAKnown as the Rapid Growth guy, Matthew Pollard is responsible for five multimillion-dollar business success stories, all before the age of 30. His humble beginnings, the adversities he faced, and his epic rise to success show that anyone, with the...
Top 10 Sales Trainer. He’s also the founder of Introvertu.com and the bestselling author of The Introvert’s Edge book series, which has sold over 100,000 copies and been translated into 15 languages.

Learn More: https://matthewpollard.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-matthew-pollard-the-rapid-growth-guy]]>1365influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-curt-moore-founder-and-president-of-moat-title-security-co--67290061Mr. Moore graduated in 1991 from the University of Northern Colorado with a Bachelor’s Degree in Business Administration – Marketing. Mr. Moore enjoyed a career in the Energy industry spanning thirty years in the fields of Land Management, Regulatory and Governmental Affairs, and retired to spend time on Moat in 2021. Mr. Moore founded Moat on a simple principle of protecting homeowners from home title identity theft using copyrighted legal documents prepared by licensed agents operating in markets on a local level with a focus on customer service and the communities where Moat is present.

Learn more: http://moattitlesecurity.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-curt-moore-founder-and-president-of-moat-title-security-co]]>https://api.spreaker.com/episode/67290061Thu, 07 Aug 2025 20:08:35 +0000Mike Saunders, MBACurt Moore is the Founder and President of Moat Title Security Co. Mr. Moore graduated in 1991 from the University of Northern Colorado with a Bachelor’s Degree in Business Administration – Marketing. Mr. Moore enjoyed a career in the Energy industry...Mr. Moore graduated in 1991 from the University of Northern Colorado with a Bachelor’s Degree in Business Administration – Marketing. Mr. Moore enjoyed a career in the Energy industry spanning thirty years in the fields of Land Management, Regulatory and Governmental Affairs, and retired to spend time on Moat in 2021. Mr. Moore founded Moat on a simple principle of protecting homeowners from home title identity theft using copyrighted legal documents prepared by licensed agents operating in markets on a local level with a focus on customer service and the communities where Moat is present.

Learn more: http://moattitlesecurity.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-curt-moore-founder-and-president-of-moat-title-security-co]]>1601influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-allen-masri-founder-of-safe-money-income-insurance-discussing-navigating-retirement-with-confidence--67175900
Learn more: https://safemoneyforincome.com/

This material is for educational purposes only and not meant for any financial or tax advice


Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-allen-masri-founder-of-safe-money-income-insurance-discussing-navigating-retirement-with-confidence]]>https://api.spreaker.com/episode/67175900Tue, 29 Jul 2025 13:53:17 +0000Mike Saunders, MBAAllen Masri’s wife, and 2 children have called sunny South Florida home for 55 years. As a federal employee benefits consultant and previous host of the Safe Money Income Retirement radio show, Allen is a financial educator who has helped people from...
Learn more: https://safemoneyforincome.com/

This material is for educational purposes only and not meant for any financial or tax advice


Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-allen-masri-founder-of-safe-money-income-insurance-discussing-navigating-retirement-with-confidence]]>1180influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-paige-velasquez-budde-co-founding-partner-and-ceo-of-zilker-media--67151248
She is a co-founding partner and the CEO of Zilker Media, an Austin-based agency that builds trusted companies and leaders. During her tenure as CEO, the Austin Business Journal has named Zilker Media one of the city’s fastest-growing companies as well as one of its best places to work, two years in a row. It has also been listed on Austin Inno’s list of “Coolest Companies.”

Paige is the author of the forthcoming book The Strategic Business Influencer: How to Build a Big Brand with a Small Budget (launching November 2025), which offers a research-backed framework to help business leaders create scalable, trust-based influence, even without big budgets. The book includes case studies from entrepreneurs across multiple industries and introduces Paige’s signature concept: the Influence ID.

She speaks to leaders about strategic business influence and people-driven marketing at many conferences and corporate events, including organizations such as Ernst & Young, JPMorgan Chase, Harvard Medical School, The University of Texas, Camp Gladiator, Entrepreneurs Organization, and the Women Presidents Organization. She delivered a TEDx Talk at the University of Texas Business School in March 2023. Her approach to people-driven marketing has been featured in media outlets such as Inc., Thrive Global, KevinMD, Texas CEO Magazine, Authority Magazine, Business News Daily, and Business.com.

She has led marketing campaigns and strategies for some of the world’s most recognized authorities. She has been named a finalist for the Austin Business Journal’s Women in Business and Austin Under 40.

Paige is passionate about community involvement and volunteers her time with several organizations. One is Texas Tower, a collegiate publicity organization for her alma mater, the University of Texas at Austin, where Paige teaches students about the PR and marketing industry. Paige loves spending time mentoring aspiring women entrepreneurs and leaders through programs like Kendra Scott’s Entrepreneurial Leadership Institute at The University of Texas at Austin and ABBA’s Emerging Leaders Initiative. She is also a member of Entrepreneurs Organization, Women Presidents Organization, C12, and the Austin Business Journal BizWomen Leadership Council. She resides west of Austin in Dripping Springs with her husband, Jordan and son, Landry.

To learn more about her book and resources, visit www.paigevelasquezbudde.com
https://zilkermedia.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-paige-velasquez-budde-co-founding-partner-and-ceo-of-zilker-media]]>https://api.spreaker.com/episode/67151248Mon, 28 Jul 2025 11:18:16 +0000Mike Saunders, MBAPaige Velasquez Budde is a veteran marketer, entrepreneur, author and keynote speaker. She is a co-founding partner and the CEO of Zilker Media, an Austin-based agency that builds trusted companies and leaders. During her tenure as CEO, the Austin...
She is a co-founding partner and the CEO of Zilker Media, an Austin-based agency that builds trusted companies and leaders. During her tenure as CEO, the Austin Business Journal has named Zilker Media one of the city’s fastest-growing companies as well as one of its best places to work, two years in a row. It has also been listed on Austin Inno’s list of “Coolest Companies.”

Paige is the author of the forthcoming book The Strategic Business Influencer: How to Build a Big Brand with a Small Budget (launching November 2025), which offers a research-backed framework to help business leaders create scalable, trust-based influence, even without big budgets. The book includes case studies from entrepreneurs across multiple industries and introduces Paige’s signature concept: the Influence ID.

She speaks to leaders about strategic business influence and people-driven marketing at many conferences and corporate events, including organizations such as Ernst & Young, JPMorgan Chase, Harvard Medical School, The University of Texas, Camp Gladiator, Entrepreneurs Organization, and the Women Presidents Organization. She delivered a TEDx Talk at the University of Texas Business School in March 2023. Her approach to people-driven marketing has been featured in media outlets such as Inc., Thrive Global, KevinMD, Texas CEO Magazine, Authority Magazine, Business News Daily, and Business.com.

She has led marketing campaigns and strategies for some of the world’s most recognized authorities. She has been named a finalist for the Austin Business Journal’s Women in Business and Austin Under 40.

Paige is passionate about community involvement and volunteers her time with several organizations. One is Texas Tower, a collegiate publicity organization for her alma mater, the University of Texas at Austin, where Paige teaches students about the PR and marketing industry. Paige loves spending time mentoring aspiring women entrepreneurs and leaders through programs like Kendra Scott’s Entrepreneurial Leadership Institute at The University of Texas at Austin and ABBA’s Emerging Leaders Initiative. She is also a member of Entrepreneurs Organization, Women Presidents Organization, C12, and the Austin Business Journal BizWomen Leadership Council. She resides west of Austin in Dripping Springs with her husband, Jordan and son, Landry.

To learn more about her book and resources, visit www.paigevelasquezbudde.com
https://zilkermedia.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-paige-velasquez-budde-co-founding-partner-and-ceo-of-zilker-media]]>1474influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-dan-clark-hall-of-fame-speaker-ny-times-bestselling-author-of-37-books-and-master-storyteller--67112819
As a master storyteller, Dan has been published in over 50 million books in 40 languages worldwide; has appeared on over 500 TV and radio programs, including Oprah, Glenn Beck, NPR, and Voices of America/Radio Free Europe. Dan teaches to focus on what matters most, which is what lasts the longest – knowing the goal is not to live forever, but to create something that will.

Learn More: https://danclark360.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-dan-clark-hall-of-fame-speaker-ny-times-bestselling-author-of-37-books-and-master-storyteller]]>https://api.spreaker.com/episode/67112819Fri, 25 Jul 2025 15:56:51 +0000Mike Saunders, MBADan is an alumnus of the University of Utah (psychology); a University Professor, Podcast Host, New York Times Best Selling Author of 35 books, and a primary contributing author to the Chicken Soup for the Soul series. One of Dan’s famous storie,s...
As a master storyteller, Dan has been published in over 50 million books in 40 languages worldwide; has appeared on over 500 TV and radio programs, including Oprah, Glenn Beck, NPR, and Voices of America/Radio Free Europe. Dan teaches to focus on what matters most, which is what lasts the longest – knowing the goal is not to live forever, but to create something that will.

Learn More: https://danclark360.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-dan-clark-hall-of-fame-speaker-ny-times-bestselling-author-of-37-books-and-master-storyteller]]>2267influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-paul-castner-w-c-k-healthcare-advisors-becoming-the-business-owner-s-trusted-advisor--67101110
Learn more: http://www.ckhealthcareadvisors.com/

Plans and products may not be available in all areas. Certain exclusions and limitations may apply.

Our Website serves as an educational invitation for you, the customer, to inquire about further information regarding your health insurance options, and submission of your contact information constitutes as permission for a Licensed Insurance Representative to contact you with further information, including complete details on cost and coverage of this insurance. Contact will be made by a licensed insurance agent/producer or insurance company.
We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. This is a solicitation for Insurance.
C & K Healthcare Advisors, LLC and their agents are licensed and certified representatives of a Health and Life Insurance organization. Enrollment in any plan depends on contract renewal.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-paul-castner-w-c-k-healthcare-advisors-becoming-the-business-owners-trusted-advisor]]>https://api.spreaker.com/episode/67101110Thu, 24 Jul 2025 15:28:56 +0000Mike Saunders, MBAPaul Castner is President and Co-Founder of C & K Healthcare Advisors, one of the insurance industry’s most innovative agent-focused organizations. With extensive experience at top Medicare carriers and a passion for helping seniors navigate...
Learn more: http://www.ckhealthcareadvisors.com/

Plans and products may not be available in all areas. Certain exclusions and limitations may apply.

Our Website serves as an educational invitation for you, the customer, to inquire about further information regarding your health insurance options, and submission of your contact information constitutes as permission for a Licensed Insurance Representative to contact you with further information, including complete details on cost and coverage of this insurance. Contact will be made by a licensed insurance agent/producer or insurance company.
We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. This is a solicitation for Insurance.
C & K Healthcare Advisors, LLC and their agents are licensed and certified representatives of a Health and Life Insurance organization. Enrollment in any plan depends on contract renewal.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-paul-castner-w-c-k-healthcare-advisors-becoming-the-business-owners-trusted-advisor]]>1238influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-allen-masri-founder-of-safe-money-income-insurance-discussing-overcoming-the-fear-of-outliving-your-money--67100652
Learn more: www.safemoneyforincome.com

This material is for educational purposes only and not meant for any financial or tax advice

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-allen-masri-founder-of-safe-money-income-insurance-discussing-overcoming-the-fear-of-outliving-your-money]]>https://api.spreaker.com/episode/67100652Thu, 24 Jul 2025 14:40:17 +0000Mike Saunders, MBAAllen Masri’s wife, and 2 children have called sunny South Florida home for 55 years. As a federal employee benefits consultant and previous host of the Safe Money Income Retirement radio show, Allen is a financial educator who has helped people from...
Learn more: www.safemoneyforincome.com

This material is for educational purposes only and not meant for any financial or tax advice

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-allen-masri-founder-of-safe-money-income-insurance-discussing-overcoming-the-fear-of-outliving-your-money]]>1297influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-allen-masri-founder-of-safe-money-income-insurance-discussing-achieving-peace-of-mind-in-retirement--67080387
Learn more: https://safemoneyforincome.com/

Disclaimer: This material is for educational purposes only and not meant for any financial or tax advice

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-allen-masri-founder-of-safe-money-income-insurance-discussing-achieving-peace-of-mind-in-retirement]]>https://api.spreaker.com/episode/67080387Wed, 23 Jul 2025 00:03:55 +0000Mike Saunders, MBAAllen Masri’s wife, and 2 children have called sunny South Florida home for 55 years. As a federal employee benefits consultant and previous host of the Safe Money Income Retirement radio show, Allen is a financial educator who has helped people from...
Learn more: https://safemoneyforincome.com/

Disclaimer: This material is for educational purposes only and not meant for any financial or tax advice

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-allen-masri-founder-of-safe-money-income-insurance-discussing-achieving-peace-of-mind-in-retirement]]>1138influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-paul-castner-w-c-k-healthcare-advisors-building-life-insurance-practices-that-last--67075669
Learn more: http://www.ckhealthcareadvisors.com/

Plans and products may not be available in all areas. Certain exclusions and limitations may apply.

Our Website serves as an educational invitation for you, the customer, to inquire about further information regarding your health insurance options, and submission of your contact information constitutes as permission for a Licensed Insurance Representative to contact you with further information, including complete details on cost and coverage of this insurance. Contact will be made by a licensed insurance agent/producer or insurance company.
We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. This is a solicitation for Insurance.
C & K Healthcare Advisors, LLC and their agents are licensed and certified representatives of a Health and Life Insurance organization. Enrollment in any plan depends on contract renewal.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-paul-castner-w-c-k-healthcare-advisors-building-life-insurance-practices-that-last]]>https://api.spreaker.com/episode/67075669Tue, 22 Jul 2025 16:47:13 +0000Mike Saunders, MBAPaul Castner is President and Co-Founder of C & K Healthcare Advisors, one of the insurance industry’s most innovative agent-focused organizations. With extensive experience at top Medicare carriers and a passion for helping seniors navigate...
Learn more: http://www.ckhealthcareadvisors.com/

Plans and products may not be available in all areas. Certain exclusions and limitations may apply.

Our Website serves as an educational invitation for you, the customer, to inquire about further information regarding your health insurance options, and submission of your contact information constitutes as permission for a Licensed Insurance Representative to contact you with further information, including complete details on cost and coverage of this insurance. Contact will be made by a licensed insurance agent/producer or insurance company.
We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. This is a solicitation for Insurance.
C & K Healthcare Advisors, LLC and their agents are licensed and certified representatives of a Health and Life Insurance organization. Enrollment in any plan depends on contract renewal.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-paul-castner-w-c-k-healthcare-advisors-building-life-insurance-practices-that-last]]>1138influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-paul-castner-w-c-k-healthcare-advisors-why-top-agents-choose-c-k-healthcare-advisors-for-senior-market-success--67048754
Learn more: http://www.ckhealthcareadvisors.com/

Plans and products may not be available in all areas. Certain exclusions and limitations may apply.

Our Website serves as an educational invitation for you, the customer, to inquire about further information regarding your health insurance options, and submission of your contact information constitutes as permission for a Licensed Insurance Representative to contact you with further information, including complete details on cost and coverage of this insurance. Contact will be made by a licensed insurance agent/producer or insurance company.
We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. This is a solicitation for Insurance.

C & K Healthcare Advisors, LLC and their agents are licensed and certified representatives of a Health and Life Insurance organization. Enrollment in any plan depends on contract renewal.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-paul-castner-w-c-k-healthcare-advisors-why-top-agents-choose-c-k-healthcare-advisors-for-senior-market-success]]>https://api.spreaker.com/episode/67048754Sun, 20 Jul 2025 19:14:53 +0000Mike Saunders, MBAPaul Castner is President and Co-Founder of C & K Healthcare Advisors, one of the insurance industry’s most innovative agent-focused organizations. With extensive experience at top Medicare carriers and a passion for helping seniors navigate...
Learn more: http://www.ckhealthcareadvisors.com/

Plans and products may not be available in all areas. Certain exclusions and limitations may apply.

Our Website serves as an educational invitation for you, the customer, to inquire about further information regarding your health insurance options, and submission of your contact information constitutes as permission for a Licensed Insurance Representative to contact you with further information, including complete details on cost and coverage of this insurance. Contact will be made by a licensed insurance agent/producer or insurance company.
We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. This is a solicitation for Insurance.

C & K Healthcare Advisors, LLC and their agents are licensed and certified representatives of a Health and Life Insurance organization. Enrollment in any plan depends on contract renewal.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-paul-castner-w-c-k-healthcare-advisors-why-top-agents-choose-c-k-healthcare-advisors-for-senior-market-success]]>1140influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-leslie-hammock-founder-of-retire-by-design-discussing-sequence-of-return--67015634
Leslie has been the recipient of the National Quality Award. He is also a long-time member of the International Association of Registered Financial Consultants (RFC), a member of the National Ethics Association, and an Independent Fiduciary Investment Advisor.

Leslie is an approved adult financial education instructor and holds classes at numerous local colleges on the subjects of Investment Planning, Retirement Planning, Social Security Maximization, Estate Planning, and many other topics.

Leslie is dedicated to developing lasting relationships with all his clients in their wealth accumulation and preservation objectives. He takes pride in his ability to provide clear, easily understood strategies using various financial products, services, and cutting-edge analytical technology.

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

Disclosure:
Securities and investment advisory services offered through Integrity Alliance, LLC, Member SIPC. Integrity Wealth is a marketing name for Integrity Alliance, LLC. Retire By Design is not affiliated with Integrity Wealth.

IUL Disclosure:
Indexed Universal Life Insurance is an insurance contract that, depending on the contract, may offer a guaranteed annual interest rate and some participation growth, if any, of a stock market index. Such contracts have substantial variation in terms, costs of guarantees and features and may cap participation or returns in significant ways. Any guarantees offered are backed by the financial strength of the insurance company, not an outside entity. Investors are cautioned to carefully review an indexed universal life insurance for its features, costs, risks, and how the variables are calculated.

SSA & SSA Max Disclosures:
Not associated with or endorsed by the Social Security Administration, Medicare or any other government agency. Maximizing your Social Security Benefits assumes foreknowledge of your date of death. If as an example you wait to claim a higher monthly benefit amount but predecease your average life expectancy, it would have been better to claim your benefits at an earlier age with reduced benefits.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-leslie-hammock-founder-of-retire-by-design-discussing-sequence-of-return]]>https://api.spreaker.com/episode/67015634Thu, 17 Jul 2025 16:16:34 +0000Mike Saunders, MBALeslie Hammock was born in Perry, Georgia, graduated from Stratford Academy, and later graduated from Mercer University in Macon, Georgia. He began his career with Mass Mutual. After a number of successful years, Leslie founded his own firm. Leslie...
Leslie has been the recipient of the National Quality Award. He is also a long-time member of the International Association of Registered Financial Consultants (RFC), a member of the National Ethics Association, and an Independent Fiduciary Investment Advisor.

Leslie is an approved adult financial education instructor and holds classes at numerous local colleges on the subjects of Investment Planning, Retirement Planning, Social Security Maximization, Estate Planning, and many other topics.

Leslie is dedicated to developing lasting relationships with all his clients in their wealth accumulation and preservation objectives. He takes pride in his ability to provide clear, easily understood strategies using various financial products, services, and cutting-edge analytical technology.

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

Disclosure:
Securities and investment advisory services offered through Integrity Alliance, LLC, Member SIPC. Integrity Wealth is a marketing name for Integrity Alliance, LLC. Retire By Design is not affiliated with Integrity Wealth.

IUL Disclosure:
Indexed Universal Life Insurance is an insurance contract that, depending on the contract, may offer a guaranteed annual interest rate and some participation growth, if any, of a stock market index. Such contracts have substantial variation in terms, costs of guarantees and features and may cap participation or returns in significant ways. Any guarantees offered are backed by the financial strength of the insurance company, not an outside entity. Investors are cautioned to carefully review an indexed universal life insurance for its features, costs, risks, and how the variables are calculated.

SSA & SSA Max Disclosures:
Not associated with or endorsed by the Social Security Administration, Medicare or any other government agency. Maximizing your Social Security Benefits assumes foreknowledge of your date of death. If as an example you wait to claim a higher monthly benefit amount but predecease your average life expectancy, it would have been better to claim your benefits at an earlier age with reduced benefits.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-leslie-hammock-founder-of-retire-by-design-discussing-sequence-of-return]]>1354influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-len-r-martinez-founder-of-lrm-retirement-discussing-planning-for-retirement-as-a-federal-employee--67015550
Learn more: https://lrmretirement.com/

Disclaimer: Investment advisory and financial planning services are offered through Simplicity Wealth, LLC, an SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm, nor does it indicate that the adviser has attained a particular level of skill or ability. Insurance, Consulting and Education services offered through LRM Retirement. LRM Retirement is a separate and unaffiliated entity from Simplicity Wealth.


Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-len-r-martinez-founder-of-lrm-retirement-discussing-planning-for-retirement-as-a-federal-employee]]>https://api.spreaker.com/episode/67015550Thu, 17 Jul 2025 16:09:38 +0000Mike Saunders, MBALen R Martinez is an Investment Advisor and a Fiduciary in Texas. Len is a fee-based planner and works primarily with clients planning for or in retirement. His goal for his clients is to replace “hopefully, we will” retirement with “we know we will”...
Learn more: https://lrmretirement.com/

Disclaimer: Investment advisory and financial planning services are offered through Simplicity Wealth, LLC, an SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm, nor does it indicate that the adviser has attained a particular level of skill or ability. Insurance, Consulting and Education services offered through LRM Retirement. LRM Retirement is a separate and unaffiliated entity from Simplicity Wealth.


Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-len-r-martinez-founder-of-lrm-retirement-discussing-planning-for-retirement-as-a-federal-employee]]>1213influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-mike-milligan-founder-of-1-oak-financial-discussing-results-beyond-money--66988736
Challenging the “One Size Fits All” approach to financial advice, which he refers to as “Retirement Déjà Vu™,” Mike developed The One of a Kind Financial Plan™. This comprehensive plan addresses taxes, retirement income, investments, long-term care, and legacy, enabling clients to live a “One of a Kind Life.” Recognizing the need for a clear retirement vision, he then created Retirement CHI™ to supplement the plan. This innovative approach focuses on community, health, and impact, further reducing stress for his clients. Mike leads a team of over 20 professionals across the United States, including Hawaii.

Learn more: http://www.1OakFinancial.com

The information provided is for illustrative purposes only and does not constitute investment, tax, or legal advice. Information is obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. Neither Mike Milligan nor his guests are liable for the use of information discussed. Always consult with a qualified investment, tax, or legal professional before taking any action or schedule a meeting with Mike Milligan.
Annuity guarantees are based solely on the financial strength and claims-paying ability of the issuing company. Individuals should thoroughly review the contract for specific product features and costs. Income payments and withdrawals from deferred annuities are generally taxable as ordinary income in the year they are taken.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-mike-milligan-founder-of-1-oak-financial-discussing-results-beyond-money]]>https://api.spreaker.com/episode/66988736Tue, 15 Jul 2025 18:39:43 +0000Mike Saunders, MBAMike Milligan, a Certified Financial Planning Professional, author, podcast and radio show host, and university lecturer, brings 26 years of experience to the financial planning industry. After beginning his career in large banks and insurance...
Challenging the “One Size Fits All” approach to financial advice, which he refers to as “Retirement Déjà Vu™,” Mike developed The One of a Kind Financial Plan™. This comprehensive plan addresses taxes, retirement income, investments, long-term care, and legacy, enabling clients to live a “One of a Kind Life.” Recognizing the need for a clear retirement vision, he then created Retirement CHI™ to supplement the plan. This innovative approach focuses on community, health, and impact, further reducing stress for his clients. Mike leads a team of over 20 professionals across the United States, including Hawaii.

Learn more: http://www.1OakFinancial.com

The information provided is for illustrative purposes only and does not constitute investment, tax, or legal advice. Information is obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. Neither Mike Milligan nor his guests are liable for the use of information discussed. Always consult with a qualified investment, tax, or legal professional before taking any action or schedule a meeting with Mike Milligan.
Annuity guarantees are based solely on the financial strength and claims-paying ability of the issuing company. Individuals should thoroughly review the contract for specific product features and costs. Income payments and withdrawals from deferred annuities are generally taxable as ordinary income in the year they are taken.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-mike-milligan-founder-of-1-oak-financial-discussing-results-beyond-money]]>1249influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-len-r-martinez-founder-of-lrm-retirement-discussing-the-fear-of-going-broke--66988715
Learn more: https://lrmretirement.com/

Disclaimer: Investment advisory and financial planning services are offered through Simplicity Wealth, LLC, an SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm, nor does it indicate that the adviser has attained a particular level of skill or ability. Insurance, Consulting and Education services offered through LRM Retirement. LRM Retirement is a separate and unaffiliated entity from Simplicity Wealth.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-len-r-martinez-founder-of-lrm-retirement-discussing-the-fear-of-going-brokehttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/]]>https://api.spreaker.com/episode/66988715Tue, 15 Jul 2025 18:32:15 +0000Mike Saunders, MBALen R Martinez is an Investment Advisor and a Fiduciary in Texas. Len is a fee-based planner and works primarily with clients planning for or in retirement. His goal for his clients is to replace “hopefully, we will” retirement with “we know we will”...
Learn more: https://lrmretirement.com/

Disclaimer: Investment advisory and financial planning services are offered through Simplicity Wealth, LLC, an SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm, nor does it indicate that the adviser has attained a particular level of skill or ability. Insurance, Consulting and Education services offered through LRM Retirement. LRM Retirement is a separate and unaffiliated entity from Simplicity Wealth.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-len-r-martinez-founder-of-lrm-retirement-discussing-the-fear-of-going-brokehttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/]]>1108influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-leslie-hammock-founder-of-retire-by-design-discussing-how-life-insurance-fits-into-retirement--66988336
Leslie has been the recipient of the National Quality Award. He is also a long-time member of the International Association of Registered Financial Consultants (RFC), a member of the National Ethics Association, and an Independent Fiduciary Investment Advisor.

Leslie is an approved adult financial education instructor and holds classes at numerous local colleges on the subjects of Investment Planning, Retirement Planning, Social Security Maximization, Estate Planning, and many other topics.

Leslie is dedicated to developing lasting relationships with all his clients in their wealth accumulation and preservation objectives. He takes pride in his ability to provide clear, easily understood strategies using various financial products, services, and cutting-edge analytical technology.

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

Disclosure:
Securities and investment advisory services offered through Integrity Alliance, LLC, Member SIPC. Integrity Wealth is a marketing name for Integrity Alliance, LLC. Retire By Design is not affiliated with Integrity Wealth.

IUL Disclosure:
Indexed Universal Life Insurance is an insurance contract that, depending on the contract, may offer a guaranteed annual interest rate and some participation growth, if any, of a stock market index. Such contracts have substantial variation in terms, costs of guarantees and features and may cap participation or returns in significant ways. Any guarantees offered are backed by the financial strength of the insurance company, not an outside entity. Investors are cautioned to carefully review an indexed universal life insurance for its features, costs, risks, and how the variables are calculated.

SSA & SSA Max Disclosures:
Not associated with or endorsed by the Social Security Administration, Medicare or any other government agency. Maximizing your Social Security Benefits assumes foreknowledge of your date of death. If as an example you wait to claim a higher monthly benefit amount but predecease your average life expectancy, it would have been better to claim your benefits at an earlier age with reduced benefits.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-leslie-hammock-founder-of-retire-by-design-discussing-how-life-insurance-fits-into-retirement]]>https://api.spreaker.com/episode/66988336Tue, 15 Jul 2025 18:19:03 +0000Mike Saunders, MBALeslie Hammock was born in Perry, Georgia, graduated from Stratford Academy, and later graduated from Mercer University in Macon, Georgia. He began his career with Mass Mutual. After a number of successful years, Leslie founded his own firm. Leslie...
Leslie has been the recipient of the National Quality Award. He is also a long-time member of the International Association of Registered Financial Consultants (RFC), a member of the National Ethics Association, and an Independent Fiduciary Investment Advisor.

Leslie is an approved adult financial education instructor and holds classes at numerous local colleges on the subjects of Investment Planning, Retirement Planning, Social Security Maximization, Estate Planning, and many other topics.

Leslie is dedicated to developing lasting relationships with all his clients in their wealth accumulation and preservation objectives. He takes pride in his ability to provide clear, easily understood strategies using various financial products, services, and cutting-edge analytical technology.

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

Disclosure:
Securities and investment advisory services offered through Integrity Alliance, LLC, Member SIPC. Integrity Wealth is a marketing name for Integrity Alliance, LLC. Retire By Design is not affiliated with Integrity Wealth.

IUL Disclosure:
Indexed Universal Life Insurance is an insurance contract that, depending on the contract, may offer a guaranteed annual interest rate and some participation growth, if any, of a stock market index. Such contracts have substantial variation in terms, costs of guarantees and features and may cap participation or returns in significant ways. Any guarantees offered are backed by the financial strength of the insurance company, not an outside entity. Investors are cautioned to carefully review an indexed universal life insurance for its features, costs, risks, and how the variables are calculated.

SSA & SSA Max Disclosures:
Not associated with or endorsed by the Social Security Administration, Medicare or any other government agency. Maximizing your Social Security Benefits assumes foreknowledge of your date of death. If as an example you wait to claim a higher monthly benefit amount but predecease your average life expectancy, it would have been better to claim your benefits at an earlier age with reduced benefits.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-leslie-hammock-founder-of-retire-by-design-discussing-how-life-insurance-fits-into-retirement]]>1115influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-len-r-martinez-founder-of-lrm-retirement-discussing-the-truth-about-annuities--66988268
Learn more: https://lrmretirement.com/

Investment advisory and financial planning services are offered through Simplicity Wealth, LLC, an SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm, nor does it indicate that the adviser has attained a particular level of skill or ability. Insurance, Consulting and Education services offered through LRM Retirement. LRM Retirement is a separate and unaffiliated entity from Simplicity Wealth.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-len-r-martinez-founder-of-lrm-retirement-discussing-the-truth-about-annuities]]>https://api.spreaker.com/episode/66988268Tue, 15 Jul 2025 18:10:34 +0000Mike Saunders, MBALen R Martinez is an Investment Advisor and a Fiduciary in Texas. Len is a fee-based planner and works primarily with clients planning for or in retirement. His goal for his clients is to replace “hopefully, we will” retirement with “we know we will”...
Learn more: https://lrmretirement.com/

Investment advisory and financial planning services are offered through Simplicity Wealth, LLC, an SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm, nor does it indicate that the adviser has attained a particular level of skill or ability. Insurance, Consulting and Education services offered through LRM Retirement. LRM Retirement is a separate and unaffiliated entity from Simplicity Wealth.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-len-r-martinez-founder-of-lrm-retirement-discussing-the-truth-about-annuities]]>1241influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-mike-milligan-founder-of-1-oak-financial-discussing-the-five-pillars-of-your-unique-plan--66967555
Challenging the “One Size Fits All” approach to financial advice, which he refers to as “Retirement Déjà Vu™,” Mike developed The One of a Kind Financial Plan™. This comprehensive plan addresses taxes, retirement income, investments, long-term care, and legacy, enabling clients to live a “One of a Kind Life.” Recognizing the need for a clear retirement vision, he then created Retirement CHI™ to supplement the plan. This innovative approach focuses on community, health, and impact, further reducing stress for his clients. Mike leads a team of over 20 professionals across the United States, including Hawaii.

Learn more: http://www.1OakFinancial.com

The information provided is for illustrative purposes only and does not constitute investment, tax, or legal advice. Information is obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. Neither Mike Milligan nor his guests are liable for the use of information discussed. Always consult with a qualified investment, tax, or legal professional before taking any action or schedule a meeting with Mike Milligan.
Annuity guarantees are based solely on the financial strength and claims-paying ability of the issuing company. Individuals should thoroughly review the contract for specific product features and costs. Income payments and withdrawals from deferred annuities are generally taxable as ordinary income in the year they are taken.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-mike-milligan-founder-of-1-oak-financial-discussing-the-five-pillars-of-your-unique-plan]]>https://api.spreaker.com/episode/66967555Sun, 13 Jul 2025 20:30:15 +0000Mike Saunders, MBAMike Milligan, a Certified Financial Planning Professional, author, podcast and radio show host, and university lecturer, brings 26 years of experience to the financial planning industry. After beginning his career in large banks and insurance...
Challenging the “One Size Fits All” approach to financial advice, which he refers to as “Retirement Déjà Vu™,” Mike developed The One of a Kind Financial Plan™. This comprehensive plan addresses taxes, retirement income, investments, long-term care, and legacy, enabling clients to live a “One of a Kind Life.” Recognizing the need for a clear retirement vision, he then created Retirement CHI™ to supplement the plan. This innovative approach focuses on community, health, and impact, further reducing stress for his clients. Mike leads a team of over 20 professionals across the United States, including Hawaii.

Learn more: http://www.1OakFinancial.com

The information provided is for illustrative purposes only and does not constitute investment, tax, or legal advice. Information is obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. Neither Mike Milligan nor his guests are liable for the use of information discussed. Always consult with a qualified investment, tax, or legal professional before taking any action or schedule a meeting with Mike Milligan.
Annuity guarantees are based solely on the financial strength and claims-paying ability of the issuing company. Individuals should thoroughly review the contract for specific product features and costs. Income payments and withdrawals from deferred annuities are generally taxable as ordinary income in the year they are taken.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-mike-milligan-founder-of-1-oak-financial-discussing-the-five-pillars-of-your-unique-plan]]>1626influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/brett-swarts-founder-and-ceo-of-capital-gains-tax-solutions-author-of-building-a-capital-gains-tax-exit-plan--66967502
Learn more: http://www.capitalgainstaxsolutions.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/brett-swarts-founder-and-ceo-of-capital-gains-tax-solutions-author-of-building-a-capital-gains-tax-exit-plan]]>https://api.spreaker.com/episode/66967502Sun, 13 Jul 2025 20:21:38 +0000Mike Saunders, MBABrett Swarts is a best-selling author of “Building a Capital Gains Tax Exit Plan”. He is host of the Build it to Billions & Capital Gains Tax Solutions Podcasts. His insights have been featured at the Best Ever Real Estate Conference, DLP Capital...
Learn more: http://www.capitalgainstaxsolutions.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/brett-swarts-founder-and-ceo-of-capital-gains-tax-solutions-author-of-building-a-capital-gains-tax-exit-plan]]>1221influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-mike-milligan-founder-of-1-oak-financial-discussing-your-retirement-chi--66933134
Challenging the “One Size Fits All” approach to financial advice, which he refers to as “Retirement Déjà Vu™,” Mike developed The One of a Kind Financial Plan™. This comprehensive plan addresses taxes, retirement income, investments, long-term care, and legacy, enabling clients to live a “One of a Kind Life.” Recognizing the need for a clear retirement vision, he then created Retirement CHI™ to supplement the plan. This innovative approach focuses on community, health, and impact, further reducing stress for his clients. Mike leads a team of over 20 professionals across the United States, including Hawaii.

Learn more: http://www.1OakFinancial.com

The information provided is for illustrative purposes only and does not constitute investment, tax, or legal advice. Information is obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. Neither Mike Milligan nor his guests are liable for the use of information discussed. Always consult with a qualified investment, tax, or legal professional before taking any action or schedule a meeting with Mike Milligan.Annuity guarantees are based solely on the financial strength and claims-paying ability of the issuing company. Individuals should thoroughly review the contract for specific product features and costs. Income payments and withdrawals from deferred annuities are generally taxable as ordinary income in the year they are taken.


Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-mike-milligan-founder-of-1-oak-financial-discussing-your-retirement-chi]]>https://api.spreaker.com/episode/66933134Thu, 10 Jul 2025 20:36:54 +0000Mike Saunders, MBAMike Milligan, a Certified Financial Planning Professional, author, podcast and radio show host, and university lecturer, brings 26 years of experience to the financial planning industry. After beginning his career in large banks and insurance...
Challenging the “One Size Fits All” approach to financial advice, which he refers to as “Retirement Déjà Vu™,” Mike developed The One of a Kind Financial Plan™. This comprehensive plan addresses taxes, retirement income, investments, long-term care, and legacy, enabling clients to live a “One of a Kind Life.” Recognizing the need for a clear retirement vision, he then created Retirement CHI™ to supplement the plan. This innovative approach focuses on community, health, and impact, further reducing stress for his clients. Mike leads a team of over 20 professionals across the United States, including Hawaii.

Learn more: http://www.1OakFinancial.com

The information provided is for illustrative purposes only and does not constitute investment, tax, or legal advice. Information is obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. Neither Mike Milligan nor his guests are liable for the use of information discussed. Always consult with a qualified investment, tax, or legal professional before taking any action or schedule a meeting with Mike Milligan.Annuity guarantees are based solely on the financial strength and claims-paying ability of the issuing company. Individuals should thoroughly review the contract for specific product features and costs. Income payments and withdrawals from deferred annuities are generally taxable as ordinary income in the year they are taken.


Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-mike-milligan-founder-of-1-oak-financial-discussing-your-retirement-chi]]>1788influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-leslie-hammock-founder-of-retire-by-design-discussing-the-5-risks-of-retirement--66932781
Leslie has been the recipient of the National Quality Award. He is also a long-time member of the International Association of Registered Financial Consultants (RFC), a member of the National Ethics Association, and an Independent Fiduciary Investment Advisor.

Leslie is an approved adult financial education instructor and holds classes at numerous local colleges on the subjects of Investment Planning, Retirement Planning, Social Security Maximization, Estate Planning, and many other topics.

Leslie is dedicated to developing lasting relationships with all his clients in their wealth accumulation and preservation objectives. He takes pride in his ability to provide clear, easily understood strategies using various financial products, services, and cutting-edge analytical technology.



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



Disclosure:
Securities and investment advisory services offered through Integrity Alliance, LLC, Member SIPC. Integrity Wealth is a marketing name for Integrity Alliance, LLC. Retire By Design is not affiliated with Integrity Wealth.IUL Disclosure:

Indexed Universal Life Insurance is an insurance contract that, depending on the contract, may offer a guaranteed annual interest rate and some participation growth, if any, of a stock market index. Such contracts have substantial variation in terms, costs of guarantees and features and may cap participation or returns in significant ways. Any guarantees offered are backed by the financial strength of the insurance company, not an outside entity. Investors are cautioned to carefully review an indexed universal life insurance for its features, costs, risks, and how the variables are calculated.SSA & SSA Max Disclosures:

Not associated with or endorsed by the Social Security Administration, Medicare or any other government agency.

Maximizing your Social Security Benefits assumes foreknowledge of your date of death. If as an example you wait to claim a higher monthly benefit amount but predecease your average life expectancy, it would have been better to claim your benefits at an earlier age with reduced benefits.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-leslie-hammock-founder-of-retire-by-design-discussing-the-5-risks-of-retirement]]>https://api.spreaker.com/episode/66932781Thu, 10 Jul 2025 20:29:27 +0000Mike Saunders, MBALeslie Hammock was born in Perry, Georgia, graduated from Stratford Academy, and later graduated from Mercer University in Macon, Georgia. He began his career with Mass Mutual. After a number of successful years, Leslie founded his own firm. Leslie...
Leslie has been the recipient of the National Quality Award. He is also a long-time member of the International Association of Registered Financial Consultants (RFC), a member of the National Ethics Association, and an Independent Fiduciary Investment Advisor.

Leslie is an approved adult financial education instructor and holds classes at numerous local colleges on the subjects of Investment Planning, Retirement Planning, Social Security Maximization, Estate Planning, and many other topics.

Leslie is dedicated to developing lasting relationships with all his clients in their wealth accumulation and preservation objectives. He takes pride in his ability to provide clear, easily understood strategies using various financial products, services, and cutting-edge analytical technology.



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



Disclosure:
Securities and investment advisory services offered through Integrity Alliance, LLC, Member SIPC. Integrity Wealth is a marketing name for Integrity Alliance, LLC. Retire By Design is not affiliated with Integrity Wealth.IUL Disclosure:

Indexed Universal Life Insurance is an insurance contract that, depending on the contract, may offer a guaranteed annual interest rate and some participation growth, if any, of a stock market index. Such contracts have substantial variation in terms, costs of guarantees and features and may cap participation or returns in significant ways. Any guarantees offered are backed by the financial strength of the insurance company, not an outside entity. Investors are cautioned to carefully review an indexed universal life insurance for its features, costs, risks, and how the variables are calculated.SSA & SSA Max Disclosures:

Not associated with or endorsed by the Social Security Administration, Medicare or any other government agency.

Maximizing your Social Security Benefits assumes foreknowledge of your date of death. If as an example you wait to claim a higher monthly benefit amount but predecease your average life expectancy, it would have been better to claim your benefits at an earlier age with reduced benefits.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-leslie-hammock-founder-of-retire-by-design-discussing-the-5-risks-of-retirement]]>474influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-mike-milligan-founder-of-1-oak-financial-discussing-the-paralysis-penalty--66919723
Challenging the “One Size Fits All” approach to financial advice, which he refers to as “Retirement Déjà Vu™,” Mike developed The One of a Kind Financial Plan™. This comprehensive plan addresses taxes, retirement income, investments, long-term care, and legacy, enabling clients to live a “One of a Kind Life.” Recognizing the need for a clear retirement vision, he then created Retirement CHI™ to supplement the plan. This innovative approach focuses on community, health, and impact, further reducing stress for his clients. Mike leads a team of over 20 professionals across the United States, including Hawaii.

Learn more: http://www.1OakFinancial.com

The information provided is for illustrative purposes only and does not constitute investment, tax, or legal advice. Information is obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. Neither Mike Milligan nor his guests are liable for the use of information discussed. Always consult with a qualified investment, tax, or legal professional before taking any action or schedule a meeting with Mike Milligan. Annuity guarantees are based solely on the financial strength and claims-paying ability of the issuing company. Individuals should thoroughly review the contract for specific product features and costs. Income payments and withdrawals from deferred annuities are generally taxable as ordinary income in the year they are taken.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-mike-milligan-founder-of-1-oak-financial-discussing-the-paralysis-penalty]]>https://api.spreaker.com/episode/66919723Wed, 09 Jul 2025 21:19:34 +0000Mike Saunders, MBAMike Milligan, a Certified Financial Planning Professional, author, podcast and radio show host, and university lecturer, brings 26 years of experience to the financial planning industry. After beginning his career in large banks and insurance...
Challenging the “One Size Fits All” approach to financial advice, which he refers to as “Retirement Déjà Vu™,” Mike developed The One of a Kind Financial Plan™. This comprehensive plan addresses taxes, retirement income, investments, long-term care, and legacy, enabling clients to live a “One of a Kind Life.” Recognizing the need for a clear retirement vision, he then created Retirement CHI™ to supplement the plan. This innovative approach focuses on community, health, and impact, further reducing stress for his clients. Mike leads a team of over 20 professionals across the United States, including Hawaii.

Learn more: http://www.1OakFinancial.com

The information provided is for illustrative purposes only and does not constitute investment, tax, or legal advice. Information is obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. Neither Mike Milligan nor his guests are liable for the use of information discussed. Always consult with a qualified investment, tax, or legal professional before taking any action or schedule a meeting with Mike Milligan. Annuity guarantees are based solely on the financial strength and claims-paying ability of the issuing company. Individuals should thoroughly review the contract for specific product features and costs. Income payments and withdrawals from deferred annuities are generally taxable as ordinary income in the year they are taken.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-mike-milligan-founder-of-1-oak-financial-discussing-the-paralysis-penalty]]>1107influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-mike-milligan-founder-of-1-oak-financial-discussing-exposing-the-deja-vu-traps--66901897
Challenging the “One Size Fits All” approach to financial advice, which he refers to as “Retirement Déjà Vu™,” Mike developed The One of a Kind Financial Plan™. This comprehensive plan addresses taxes, retirement income, investments, long-term care, and legacy, enabling clients to live a “One of a Kind Life.” Recognizing the need for a clear retirement vision, he then created Retirement CHI™ to supplement the plan. This innovative approach focuses on community, health, and impact, further reducing stress for his clients. Mike leads a team of over 20 professionals across the United States, including Hawaii.

Learn more: http://www.1OakFinancial.com

The information provided is for illustrative purposes only and does not constitute investment, tax, or legal advice. Information is obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. Neither Mike Milligan nor his guests are liable for the use of information discussed. Always consult with a qualified investment, tax, or legal professional before taking any action or schedule a meeting with Mike Milligan. Annuity guarantees are based solely on the financial strength and claims-paying ability of the issuing company. Individuals should thoroughly review the contract for specific product features and costs. Income payments and withdrawals from deferred annuities are generally taxable as ordinary income in the year they are taken.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-mike-milligan-founder-of-1-oak-financial-discussing-exposing-the-deja-vu-traps]]>https://api.spreaker.com/episode/66901897Tue, 08 Jul 2025 19:19:19 +0000Mike Saunders, MBAMike Milligan, a Certified Financial Planning Professional, author, podcast and radio show host, and university lecturer, brings 26 years of experience to the financial planning industry. After beginning his career in large banks and insurance...
Challenging the “One Size Fits All” approach to financial advice, which he refers to as “Retirement Déjà Vu™,” Mike developed The One of a Kind Financial Plan™. This comprehensive plan addresses taxes, retirement income, investments, long-term care, and legacy, enabling clients to live a “One of a Kind Life.” Recognizing the need for a clear retirement vision, he then created Retirement CHI™ to supplement the plan. This innovative approach focuses on community, health, and impact, further reducing stress for his clients. Mike leads a team of over 20 professionals across the United States, including Hawaii.

Learn more: http://www.1OakFinancial.com

The information provided is for illustrative purposes only and does not constitute investment, tax, or legal advice. Information is obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. Neither Mike Milligan nor his guests are liable for the use of information discussed. Always consult with a qualified investment, tax, or legal professional before taking any action or schedule a meeting with Mike Milligan. Annuity guarantees are based solely on the financial strength and claims-paying ability of the issuing company. Individuals should thoroughly review the contract for specific product features and costs. Income payments and withdrawals from deferred annuities are generally taxable as ordinary income in the year they are taken.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-mike-milligan-founder-of-1-oak-financial-discussing-exposing-the-deja-vu-traps]]>1499influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-mike-milligan-founder-of-1-oak-financial-discussing-the-sea-of-sameness--66901730
Challenging the “One Size Fits All” approach to financial advice, which he refers to as “Retirement Déjà Vu™,” Mike developed The One of a Kind Financial Plan™. This comprehensive plan addresses taxes, retirement income, investments, long-term care, and legacy, enabling clients to live a “One of a Kind Life.” Recognizing the need for a clear retirement vision, he then created Retirement CHI™ to supplement the plan. This innovative approach focuses on community, health, and impact, further reducing stress for his clients. Mike leads a team of over 20 professionals across the United States, including Hawaii.

Learn more: http://www.1OakFinancial.com

The information provided is for illustrative purposes only and does not constitute investment, tax, or legal advice. Information is obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. Neither Mike Milligan nor his guests are liable for the use of information discussed. Always consult with a qualified investment, tax, or legal professional before taking any action or schedule a meeting with Mike Milligan. Annuity guarantees are based solely on the financial strength and claims-paying ability of the issuing company. Individuals should thoroughly review the contract for specific product features and costs. Income payments and withdrawals from deferred annuities are generally taxable as ordinary income in the year they are taken.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-mike-milligan-founder-of-1-oak-financial-discussing-the-sea-of-sameness]]>https://api.spreaker.com/episode/66901730Tue, 08 Jul 2025 19:10:57 +0000Mike Saunders, MBAMike Milligan, a Certified Financial Planning Professional, author, podcast and radio show host, and university lecturer, brings 26 years of experience to the financial planning industry. After beginning his career in large banks and insurance...
Challenging the “One Size Fits All” approach to financial advice, which he refers to as “Retirement Déjà Vu™,” Mike developed The One of a Kind Financial Plan™. This comprehensive plan addresses taxes, retirement income, investments, long-term care, and legacy, enabling clients to live a “One of a Kind Life.” Recognizing the need for a clear retirement vision, he then created Retirement CHI™ to supplement the plan. This innovative approach focuses on community, health, and impact, further reducing stress for his clients. Mike leads a team of over 20 professionals across the United States, including Hawaii.

Learn more: http://www.1OakFinancial.com

The information provided is for illustrative purposes only and does not constitute investment, tax, or legal advice. Information is obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. Neither Mike Milligan nor his guests are liable for the use of information discussed. Always consult with a qualified investment, tax, or legal professional before taking any action or schedule a meeting with Mike Milligan. Annuity guarantees are based solely on the financial strength and claims-paying ability of the issuing company. Individuals should thoroughly review the contract for specific product features and costs. Income payments and withdrawals from deferred annuities are generally taxable as ordinary income in the year they are taken.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-mike-milligan-founder-of-1-oak-financial-discussing-the-sea-of-sameness]]>1582influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-vincent-virga-founder-of-pfs-wealth-management-group-discussing-overcoming-fear-with-clarity--66901650
The published author of “The S.M.A.R.T. Approach: A 5 Step Process to Life, Leadership and Investing,” Vincent, also hosted a weekly radio show, “The S.M.A.R.T. Approach to Retirement,” on 970 AM The Answer in New York. He lectures extensively about non-conventional wealth accumulation and preservation approaches to other financial advisory professionals and the public through his energetic and entertaining informational workshops.



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

Insurance products are offered through the insurance business PFS Wealth Management Group. PFS Wealth Management Group is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. AEWM does not offer insurance products. The insurance products offered by PFS Wealth Management Group are not subject to Investment Advisor requirements. Investing involves risk, including the potential loss of principal. Any references to protection, safety or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the issuing carrier. This radio show is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation. PFS Wealth Management Group is not permitted to offer and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by PFS Wealth Management Group. A PR firm was paid to assist with media placement. 3190008- 07/25  

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-vincent-virga-founder-of-pfs-wealth-management-group-discussing-overcoming-fear-with-clarity]]>https://api.spreaker.com/episode/66901650Tue, 08 Jul 2025 19:02:00 +0000Mike Saunders, MBAVincent has more than 35 years of experience in the financial services industry, growing and developing close relationships with mentors in all areas of financial management, financial planning, tax-efficient strategies, and market alternative...
The published author of “The S.M.A.R.T. Approach: A 5 Step Process to Life, Leadership and Investing,” Vincent, also hosted a weekly radio show, “The S.M.A.R.T. Approach to Retirement,” on 970 AM The Answer in New York. He lectures extensively about non-conventional wealth accumulation and preservation approaches to other financial advisory professionals and the public through his energetic and entertaining informational workshops.



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

Insurance products are offered through the insurance business PFS Wealth Management Group. PFS Wealth Management Group is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. AEWM does not offer insurance products. The insurance products offered by PFS Wealth Management Group are not subject to Investment Advisor requirements. Investing involves risk, including the potential loss of principal. Any references to protection, safety or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the issuing carrier. This radio show is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation. PFS Wealth Management Group is not permitted to offer and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by PFS Wealth Management Group. A PR firm was paid to assist with media placement. 3190008- 07/25  

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-vincent-virga-founder-of-pfs-wealth-management-group-discussing-overcoming-fear-with-clarity]]>1006influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-kim-egger-founder-of-treasures-in-heaven-property-management--66901483
Kim survived a major health crisis that led her to quit her high-stress job and follow her passion for working in an environment with nature, sunshine, traveling, exploring, and all of the spiritual aspects that Arizona has to offer.​

Now a proud Arizona resident, Kim is honored to expand her horizons and share her experiences of the spiritual and beautiful aspects of Arizona by offering guests a unique stay in one of her beautifully designed and located rental properties. It is her hope that you will feel at home and at peace as her during your stay.​

In addition to rental properties, Kim has a mission to create and hold space where others can gather and feel safe while undergoing their healing journey. Through a series of serendipitous events, she was able to come into partnership with a woman who now facilitates both group and private wellness retreats at the properties.

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

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-kim-egger-founder-of-treasures-in-heaven-property-management]]>https://api.spreaker.com/episode/66901483Tue, 08 Jul 2025 18:50:48 +0000Mike Saunders, MBAReal Estate Investor, property manager, mindset coach, affiliate marketer, retreat facilitator. Kim survived a major health crisis that led her to quit her high-stress job and follow her passion for working in an environment with nature, sunshine,...
Kim survived a major health crisis that led her to quit her high-stress job and follow her passion for working in an environment with nature, sunshine, traveling, exploring, and all of the spiritual aspects that Arizona has to offer.​

Now a proud Arizona resident, Kim is honored to expand her horizons and share her experiences of the spiritual and beautiful aspects of Arizona by offering guests a unique stay in one of her beautifully designed and located rental properties. It is her hope that you will feel at home and at peace as her during your stay.​

In addition to rental properties, Kim has a mission to create and hold space where others can gather and feel safe while undergoing their healing journey. Through a series of serendipitous events, she was able to come into partnership with a woman who now facilitates both group and private wellness retreats at the properties.

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

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-kim-egger-founder-of-treasures-in-heaven-property-management]]>1645influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-phil-caylor-holistic-healing-wellness-mentor--66901431
Learn more: http://philc360.com/


Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-phil-caylor-holistic-healing-wellness-mentor]]>https://api.spreaker.com/episode/66901431Tue, 08 Jul 2025 18:42:57 +0000Mike Saunders, MBAPhil Caylor is a licensed acupuncturist, and serial entrepreneur with over 50 years in holistic health. A graduate of Lisa Nichols’ Certified Transformational Trainer Program, Phil also pioneered the first state-certified massage school in Santa Cruz...
Learn more: http://philc360.com/


Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-phil-caylor-holistic-healing-wellness-mentor]]>1365influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-vincent-virga-founder-of-pfs-wealth-management-group-discussing-tax-planning-for-long-term-legacy--66884245
The published author of “The S.M.A.R.T. Approach: A 5 Step Process to Life, Leadership and Investing,” Vincent, also hosted a weekly radio show, “The S.M.A.R.T. Approach to Retirement,” on 970 AM The Answer in New York. He lectures extensively about non-conventional wealth accumulation and preservation approaches to other financial advisory professionals and the public through his energetic and entertaining informational workshops.

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



Insurance products are offered through the insurance business PFS Wealth Management Group. PFS Wealth Management Group is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. AEWM does not offer insurance products. The insurance products offered by PFS Wealth Management Group are not subject to Investment Advisor requirements. Investing involves risk, including the potential loss of principal. Any references to protection, safety or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the issuing carrier. This radio show is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation. PFS Wealth Management Group is not permitted to offer and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by PFS Wealth Management Group. A PR firm was paid to assist with media placement. 3190008- 07/25  

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-vincent-virga-founder-of-pfs-wealth-management-group-discussing-tax-planning-for-long-term-legacy]]>https://api.spreaker.com/episode/66884245Mon, 07 Jul 2025 14:33:58 +0000Mike Saunders, MBAVincent has more than 35 years of experience in the financial services industry, growing and developing close relationships with mentors in all areas of financial management, financial planning, tax-efficient strategies, and market alternative...
The published author of “The S.M.A.R.T. Approach: A 5 Step Process to Life, Leadership and Investing,” Vincent, also hosted a weekly radio show, “The S.M.A.R.T. Approach to Retirement,” on 970 AM The Answer in New York. He lectures extensively about non-conventional wealth accumulation and preservation approaches to other financial advisory professionals and the public through his energetic and entertaining informational workshops.

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



Insurance products are offered through the insurance business PFS Wealth Management Group. PFS Wealth Management Group is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. AEWM does not offer insurance products. The insurance products offered by PFS Wealth Management Group are not subject to Investment Advisor requirements. Investing involves risk, including the potential loss of principal. Any references to protection, safety or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the issuing carrier. This radio show is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation. PFS Wealth Management Group is not permitted to offer and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by PFS Wealth Management Group. A PR firm was paid to assist with media placement. 3190008- 07/25  

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-vincent-virga-founder-of-pfs-wealth-management-group-discussing-tax-planning-for-long-term-legacy]]>1180influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-vincent-virga-founder-of-pfs-wealth-management-group-discussing-fee-and-risk-efficient-investment-planning--66849250
The published author of “The S.M.A.R.T. Approach: A 5 Step Process to Life, Leadership and Investing,” Vincent, also hosted a weekly radio show, “The S.M.A.R.T. Approach to Retirement,” on 970 AM The Answer in New York. He lectures extensively about non-conventional wealth accumulation and preservation approaches to other financial advisory professionals and the public through his energetic and entertaining informational workshops.

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



Insurance products are offered through the insurance business PFS Wealth Management Group. PFS Wealth Management Group is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. AEWM does not offer insurance products. The insurance products offered by PFS Wealth Management Group are not subject to Investment Advisor requirements. Investing involves risk, including the potential loss of principal. Any references to protection, safety or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the issuing carrier. This radio show is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation. PFS Wealth Management Group is not permitted to offer and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by PFS Wealth Management Group. A PR firm was paid to assist with media placement. 3190008- 07/25  

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-vincent-virga-founder-of-pfs-wealth-management-group-discussing-fee-and-risk-efficient-investment-planning]]>https://api.spreaker.com/episode/66849250Thu, 03 Jul 2025 12:12:28 +0000Mike Saunders, MBAVincent has more than 35 years of experience in the financial services industry, growing and developing close relationships with mentors in all areas of financial management, financial planning, tax-efficient strategies, and market alternative...
The published author of “The S.M.A.R.T. Approach: A 5 Step Process to Life, Leadership and Investing,” Vincent, also hosted a weekly radio show, “The S.M.A.R.T. Approach to Retirement,” on 970 AM The Answer in New York. He lectures extensively about non-conventional wealth accumulation and preservation approaches to other financial advisory professionals and the public through his energetic and entertaining informational workshops.

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



Insurance products are offered through the insurance business PFS Wealth Management Group. PFS Wealth Management Group is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. AEWM does not offer insurance products. The insurance products offered by PFS Wealth Management Group are not subject to Investment Advisor requirements. Investing involves risk, including the potential loss of principal. Any references to protection, safety or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the issuing carrier. This radio show is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual's situation. PFS Wealth Management Group is not permitted to offer and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by PFS Wealth Management Group. A PR firm was paid to assist with media placement. 3190008- 07/25  

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-vincent-virga-founder-of-pfs-wealth-management-group-discussing-fee-and-risk-efficient-investment-planning]]>1486influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-don-hanifin-founder-of-dh-retirement-solutions-discussing-guaranteed-income-tax-risk--66849200
Don works with clients to create comprehensive strategies that integrate life insurance, annuities, Medicare, and longevity care allocation planning. By taking a proactive approach, Don helps clients secure their financial future, ensuring they enjoy a comfortable and worry-free retirement.

A trusted advisor, Don provides personalized solutions that align with each client’s unique goals and financial situation, all while helping them maximize their retirement savings and minimize tax liabilities.

Insurance Licensed in MA & CT | Retirement Income Planning Expert

Learn More: http://dhretirementsolutions.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-don-hanifin-founder-of-dh-retirement-solutions-discussing-guaranteed-income-tax-risk]]>https://api.spreaker.com/episode/66849200Thu, 03 Jul 2025 12:02:51 +0000Mike Saunders, MBAWith 29 years of experience in the financial services industry, Don is the founder and owner of DH Retirement Solutions, Inc. Based in Massachusetts and Connecticut, Don specializes in helping individuals and families navigate retirement income...
Don works with clients to create comprehensive strategies that integrate life insurance, annuities, Medicare, and longevity care allocation planning. By taking a proactive approach, Don helps clients secure their financial future, ensuring they enjoy a comfortable and worry-free retirement.

A trusted advisor, Don provides personalized solutions that align with each client’s unique goals and financial situation, all while helping them maximize their retirement savings and minimize tax liabilities.

Insurance Licensed in MA & CT | Retirement Income Planning Expert

Learn More: http://dhretirementsolutions.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-don-hanifin-founder-of-dh-retirement-solutions-discussing-guaranteed-income-tax-risk]]>1426influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-david-flores-wilson-managing-partner-at-sincerus-advisory--66849144
Learn more: https://sincerusadv.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-david-flores-wilson-managing-partner-at-sincerus-advisory]]>https://api.spreaker.com/episode/66849144Thu, 03 Jul 2025 11:54:07 +0000Mike Saunders, MBADavid Flores Wilson, CFA, CFP®, CEPA®, Co-Founder and Managing Partner at Sincerus Advisory, advises entrepreneurs and business owners in New York City on personal financial planning issues from formation to exit and beyond. A multiple-time...
Learn more: https://sincerusadv.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-david-flores-wilson-managing-partner-at-sincerus-advisory]]>1361influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-don-hanifin-founder-of-dh-retirement-solutions-discussing-long-term-care-risk--66840651
Don works with clients to create comprehensive strategies that integrate life insurance, annuities, Medicare, and longevity care allocation planning. By taking a proactive approach, Don helps clients secure their financial future, ensuring they enjoy a comfortable and worry-free retirement.

A trusted advisor, Don provides personalized solutions that align with each client’s unique goals and financial situation, all while helping them maximize their retirement savings and minimize tax liabilities.

Insurance Licensed in MA & CT | Retirement Income Planning Expert

Learn More: http://dhretirementsolutions.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-don-hanifin-founder-of-dh-retirement-solutions-discussing-long-term-care-risk]]>https://api.spreaker.com/episode/66840651Wed, 02 Jul 2025 19:49:19 +0000Mike Saunders, MBAWith 29 years of experience in the financial services industry, Don is the founder and owner of DH Retirement Solutions, Inc. Based in Massachusetts and Connecticut, Don specializes in helping individuals and families navigate retirement income...
Don works with clients to create comprehensive strategies that integrate life insurance, annuities, Medicare, and longevity care allocation planning. By taking a proactive approach, Don helps clients secure their financial future, ensuring they enjoy a comfortable and worry-free retirement.

A trusted advisor, Don provides personalized solutions that align with each client’s unique goals and financial situation, all while helping them maximize their retirement savings and minimize tax liabilities.

Insurance Licensed in MA & CT | Retirement Income Planning Expert

Learn More: http://dhretirementsolutions.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-don-hanifin-founder-of-dh-retirement-solutions-discussing-long-term-care-risk]]>1161influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-jason-moss-creator-of-the-ceo-freedom-formula--66820338
Learn more: http://www.jasonmoss.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-jason-moss-creator-of-the-ceo-freedom-formula]]>https://api.spreaker.com/episode/66820338Tue, 01 Jul 2025 12:54:03 +0000Mike Saunders, MBAJason Moss is a business mentor for grounded, growth-minded entrepreneurs who are ready to scale without losing themselves in the process. Creator of the CEO Freedom Formula, Jason helps six-figure coaches and service providers shift out of operator...
Learn more: http://www.jasonmoss.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-jason-moss-creator-of-the-ceo-freedom-formula]]>1415influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-don-hanifin-founder-of-dh-retirement-solutions-discussing-how-life-insurance-fits-into-retirement--66809849
Don works with clients to create comprehensive strategies that integrate life insurance, annuities, Medicare, and longevity care allocation planning. By taking a proactive approach, Don helps clients secure their financial future, ensuring they enjoy a comfortable and worry-free retirement.

A trusted advisor, Don provides personalized solutions that align with each client’s unique goals and financial situation, all while helping them maximize their retirement savings and minimize tax liabilities.

Insurance Licensed in MA & CT | Retirement Income Planning Expert

Learn More: http://dhretirementsolutions.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-don-hanifin-founder-of-dh-retirement-solutions-discussing-how-life-insurance-fits-into-retirement]]>https://api.spreaker.com/episode/66809849Mon, 30 Jun 2025 17:40:27 +0000Mike Saunders, MBAWith 29 years of experience in the financial services industry, Don is the founder and owner of DH Retirement Solutions, Inc. Based in Massachusetts and Connecticut, Don specializes in helping individuals and families navigate retirement income...
Don works with clients to create comprehensive strategies that integrate life insurance, annuities, Medicare, and longevity care allocation planning. By taking a proactive approach, Don helps clients secure their financial future, ensuring they enjoy a comfortable and worry-free retirement.

A trusted advisor, Don provides personalized solutions that align with each client’s unique goals and financial situation, all while helping them maximize their retirement savings and minimize tax liabilities.

Insurance Licensed in MA & CT | Retirement Income Planning Expert

Learn More: http://dhretirementsolutions.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-don-hanifin-founder-of-dh-retirement-solutions-discussing-how-life-insurance-fits-into-retirement]]>1403influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-clark-smith-president-of-golden-years-financial-discussing-retirement-planning-process--66726244
His career trajectory continued upward, becoming Vice President of Investments at Prudential Securities in 1995. From 2000 to 2006, Clark served as Vice President of Investments at UBS, further honing his expertise in investment strategies. In 2006, he took a significant leap by becoming a founding partner and portfolio manager at Woodridge Capital Portfolio Management, where his leadership extended to managing a hedge fund at Woodridge Partners from 2008 to 2016.

After a brief retirement from 2017 to 2020, Clark re-entered the financial sector as a Senior Financial Advisor and Director of Retail Operations. His commitment to nurturing talent led him to become the Head of Training for Advisormax financial advisors from 2021 to 2024, where he played a pivotal role in shaping the next generation of financial advisors.

Clark Smith’s career reflects a steadfast dedication to financial excellence and leadership, marked by his strategic vision and commitment to education and mentorship within the industry. His specialization in Retirement Financial Planning underscores his passion for guiding clients towards secure and fulfilling retirements.

Learn more: https://goldenyearsria.com/

Insurance products are offered through the insurance business Golden Years Financial. Golden Years Financial is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by Golden Years Financial are not subject to Investment Adviser requirements. Investing involves risk, including the potential loss of principal. Any references to protection, safety or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the issuing carrier. This podcast is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. Golden Years Financial is not permitted to offer and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Golden Years Financial.


Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-clark-smith-president-of-golden-years-financial-discussing-retirement-planning-process]]>https://api.spreaker.com/episode/66726244Tue, 24 Jun 2025 14:33:33 +0000Mike Saunders, MBAClark Smith boasts an impressive career spanning over three decades in the financial advisory realm. He embarked on his journey in 1990 as a financial advisor with Dean Witter Reynolds, quickly rising to prominence as the firm’s youngest Retirement...
His career trajectory continued upward, becoming Vice President of Investments at Prudential Securities in 1995. From 2000 to 2006, Clark served as Vice President of Investments at UBS, further honing his expertise in investment strategies. In 2006, he took a significant leap by becoming a founding partner and portfolio manager at Woodridge Capital Portfolio Management, where his leadership extended to managing a hedge fund at Woodridge Partners from 2008 to 2016.

After a brief retirement from 2017 to 2020, Clark re-entered the financial sector as a Senior Financial Advisor and Director of Retail Operations. His commitment to nurturing talent led him to become the Head of Training for Advisormax financial advisors from 2021 to 2024, where he played a pivotal role in shaping the next generation of financial advisors.

Clark Smith’s career reflects a steadfast dedication to financial excellence and leadership, marked by his strategic vision and commitment to education and mentorship within the industry. His specialization in Retirement Financial Planning underscores his passion for guiding clients towards secure and fulfilling retirements.

Learn more: https://goldenyearsria.com/

Insurance products are offered through the insurance business Golden Years Financial. Golden Years Financial is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by Golden Years Financial are not subject to Investment Adviser requirements. Investing involves risk, including the potential loss of principal. Any references to protection, safety or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the issuing carrier. This podcast is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. Golden Years Financial is not permitted to offer and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Golden Years Financial.


Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-clark-smith-president-of-golden-years-financial-discussing-retirement-planning-process]]>1431influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-clark-smith-president-of-golden-years-financial-discussing-retirement-lifestyle--66709289
His career trajectory continued upward, becoming Vice President of Investments at Prudential Securities in 1995. From 2000 to 2006, Clark served as Vice President of Investments at UBS, further honing his expertise in investment strategies. In 2006, he took a significant leap by becoming a founding partner and portfolio manager at Woodridge Capital Portfolio Management, where his leadership extended to managing a hedge fund at Woodridge Partners from 2008 to 2016.

After a brief retirement from 2017 to 2020, Clark re-entered the financial sector as a Senior Financial Advisor and Director of Retail Operations. His commitment to nurturing talent led him to become the Head of Training for Advisormax financial advisors from 2021 to 2024, where he played a pivotal role in shaping the next generation of financial advisors.

Clark Smith’s career reflects a steadfast dedication to financial excellence and leadership, marked by his strategic vision and commitment to education and mentorship within the industry. His specialization in Retirement Financial Planning underscores his passion for guiding clients towards secure and fulfilling retirements.

Learn more: https://goldenyearsria.com/

Insurance products are offered through the insurance business Golden Years Financial. Golden Years Financial is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by Golden Years Financial are not subject to Investment Adviser requirements. Investing involves risk, including the potential loss of principal. Any references to protection, safety or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the issuing carrier. This podcast is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. Golden Years Financial is not permitted to offer and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Golden Years Financial.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-clark-smith-president-of-golden-years-financial-discussing-retirement-lifestyle]]>https://api.spreaker.com/episode/66709289Mon, 23 Jun 2025 16:35:24 +0000Mike Saunders, MBAClark Smith boasts an impressive career spanning over three decades in the financial advisory realm. He embarked on his journey in 1990 as a financial advisor with Dean Witter Reynolds, quickly rising to prominence as the firm’s youngest Retirement...
His career trajectory continued upward, becoming Vice President of Investments at Prudential Securities in 1995. From 2000 to 2006, Clark served as Vice President of Investments at UBS, further honing his expertise in investment strategies. In 2006, he took a significant leap by becoming a founding partner and portfolio manager at Woodridge Capital Portfolio Management, where his leadership extended to managing a hedge fund at Woodridge Partners from 2008 to 2016.

After a brief retirement from 2017 to 2020, Clark re-entered the financial sector as a Senior Financial Advisor and Director of Retail Operations. His commitment to nurturing talent led him to become the Head of Training for Advisormax financial advisors from 2021 to 2024, where he played a pivotal role in shaping the next generation of financial advisors.

Clark Smith’s career reflects a steadfast dedication to financial excellence and leadership, marked by his strategic vision and commitment to education and mentorship within the industry. His specialization in Retirement Financial Planning underscores his passion for guiding clients towards secure and fulfilling retirements.

Learn more: https://goldenyearsria.com/

Insurance products are offered through the insurance business Golden Years Financial. Golden Years Financial is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by Golden Years Financial are not subject to Investment Adviser requirements. Investing involves risk, including the potential loss of principal. Any references to protection, safety or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the issuing carrier. This podcast is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. Golden Years Financial is not permitted to offer and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Golden Years Financial.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-clark-smith-president-of-golden-years-financial-discussing-retirement-lifestyle]]>1229influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-dave-barr-founder-of-barr-asset-management-discussing-fears-about-retirement-planning--66709181
Dave has served clients, their families and their businesses since 1980. His professional acumen has led clients to describe him with words such as: “integrity”, “kind & caring”, “sound & timely advice” and “a man that I’d trust daily with my personal checking account”. Although a solo practitioner, Dave believes that Barr Asset Management must be bigger than, more than just himself. As a result, his professional development has been enhanced by a collaboration with other advisors across the United States:

Dave is a Registered Investment Advisor representative holding a Series 65 license which allows him to manage investments and provide one-stop financial services to his clients across the Pacific Northwest and several other regions in the U.S. Early in his career, Dave received the Chartered Life Underwriter (CLU) designation conferred by The American College and is currently enrolled in studies for the Chartered Financial Consultant (ChFC) designation.

Dave and his wife, Sarah have been married for 30 years, they have 10 children and, presently, 14 grandchildren. Much of their life revolves around spending time with and enjoying their family. They attend New Heights Church in Richland, WA where Dave also serves as an elder. Additionally, Dave enjoys trekking to the outdoors to backpack, camp, fish & hunt.

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

Investment advisory services offered through Tucker Asset Management LLC, an SEC Registered Investment Advisor. Barr Asset Management and Tucker Asset Management are unaffiliated entities.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-dave-barr-founder-of-barr-asset-management-discussing-fears-about-retirement-planning]]>https://api.spreaker.com/episode/66709181Mon, 23 Jun 2025 16:25:26 +0000Mike Saunders, MBABorn and raised in Fort Wayne, Indiana, Dave Barr moved to Washington State in his late 20s and is the Founder/CEO of Barr Asset Management. Dave started his career in the financial industry at age 24 working in an agency and then transitioned as an...
Dave has served clients, their families and their businesses since 1980. His professional acumen has led clients to describe him with words such as: “integrity”, “kind & caring”, “sound & timely advice” and “a man that I’d trust daily with my personal checking account”. Although a solo practitioner, Dave believes that Barr Asset Management must be bigger than, more than just himself. As a result, his professional development has been enhanced by a collaboration with other advisors across the United States:

Dave is a Registered Investment Advisor representative holding a Series 65 license which allows him to manage investments and provide one-stop financial services to his clients across the Pacific Northwest and several other regions in the U.S. Early in his career, Dave received the Chartered Life Underwriter (CLU) designation conferred by The American College and is currently enrolled in studies for the Chartered Financial Consultant (ChFC) designation.

Dave and his wife, Sarah have been married for 30 years, they have 10 children and, presently, 14 grandchildren. Much of their life revolves around spending time with and enjoying their family. They attend New Heights Church in Richland, WA where Dave also serves as an elder. Additionally, Dave enjoys trekking to the outdoors to backpack, camp, fish & hunt.

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

Investment advisory services offered through Tucker Asset Management LLC, an SEC Registered Investment Advisor. Barr Asset Management and Tucker Asset Management are unaffiliated entities.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-dave-barr-founder-of-barr-asset-management-discussing-fears-about-retirement-planning]]>1181influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-clark-smith-president-of-golden-years-financial-discussing-retirement-challenges--66709052
His career trajectory continued upward, becoming Vice President of Investments at Prudential Securities in 1995. From 2000 to 2006, Clark served as Vice President of Investments at UBS, further honing his expertise in investment strategies. In 2006, he took a significant leap by becoming a founding partner and portfolio manager at Woodridge Capital Portfolio Management, where his leadership extended to managing a hedge fund at Woodridge Partners from 2008 to 2016.

After a brief retirement from 2017 to 2020, Clark re-entered the financial sector as a Senior Financial Advisor and Director of Retail Operations. His commitment to nurturing talent led him to become the Head of Training for Advisormax financial advisors from 2021 to 2024, where he played a pivotal role in shaping the next generation of financial advisors.

Clark Smith’s career reflects a steadfast dedication to financial excellence and leadership, marked by his strategic vision and commitment to education and mentorship within the industry. His specialization in Retirement Financial Planning underscores his passion for guiding clients towards secure and fulfilling retirements.

Learn more: https://goldenyearsria.com/



Insurance products are offered through the insurance business Golden Years Financial. Golden Years Financial is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by Golden Years Financial are not subject to Investment Adviser requirements. Investing involves risk, including the potential loss of principal. Any references to protection, safety or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the issuing carrier. This podcast is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. Golden Years Financial is not permitted to offer and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Golden Years Financial.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-clark-smith-president-of-golden-years-financial-discussing-retirement-challenges]]>https://api.spreaker.com/episode/66709052Mon, 23 Jun 2025 16:18:43 +0000Mike Saunders, MBAClark Smith boasts an impressive career spanning over three decades in the financial advisory realm. He embarked on his journey in 1990 as a financial advisor with Dean Witter Reynolds, quickly rising to prominence as the firm’s youngest Retirement...
His career trajectory continued upward, becoming Vice President of Investments at Prudential Securities in 1995. From 2000 to 2006, Clark served as Vice President of Investments at UBS, further honing his expertise in investment strategies. In 2006, he took a significant leap by becoming a founding partner and portfolio manager at Woodridge Capital Portfolio Management, where his leadership extended to managing a hedge fund at Woodridge Partners from 2008 to 2016.

After a brief retirement from 2017 to 2020, Clark re-entered the financial sector as a Senior Financial Advisor and Director of Retail Operations. His commitment to nurturing talent led him to become the Head of Training for Advisormax financial advisors from 2021 to 2024, where he played a pivotal role in shaping the next generation of financial advisors.

Clark Smith’s career reflects a steadfast dedication to financial excellence and leadership, marked by his strategic vision and commitment to education and mentorship within the industry. His specialization in Retirement Financial Planning underscores his passion for guiding clients towards secure and fulfilling retirements.

Learn more: https://goldenyearsria.com/



Insurance products are offered through the insurance business Golden Years Financial. Golden Years Financial is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by Golden Years Financial are not subject to Investment Adviser requirements. Investing involves risk, including the potential loss of principal. Any references to protection, safety or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the issuing carrier. This podcast is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. Golden Years Financial is not permitted to offer and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Golden Years Financial.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-clark-smith-president-of-golden-years-financial-discussing-retirement-challenges]]>1578influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-louis-o-connor-founder-of-strategic-metals-invest--66602928
Learn more: http://www.strategicmetalsinvest.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-louis-oconnor-founder-of-strategic-metals-invest]]>https://api.spreaker.com/episode/66602928Wed, 18 Jun 2025 14:26:23 +0000Mike Saunders, MBALouis O’Connor is the founder of Strategic Metals Invest, where we offer private investors the opportunity to own the upstream raw materials that contribute to trillions of dollars in downstream GDP. SMI has created a marketplace for rare earth metals...
Learn more: http://www.strategicmetalsinvest.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-louis-oconnor-founder-of-strategic-metals-invest]]>1181influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-coach-billy-barnard--66602816
Billy Barnard is a multi-passionate creator and coach with a love for sports, storytelling, and helping others grow. A lifelong athlete and recent graduate of the University of Southern Maine, Billy brings the discipline of competitive baseball and the creativity of digital media together in his work.

Billy is currently exploring the world of video marketing, with a focus on producing promotional content and speaker introductions for events. His goal is to expand into athlete-focused media, including recruitment videos that showcase both skill and character.

In addition to media work, Billy serves as the Junior Varsity Baseball Coach at Portland High School—his alma mater—where he helps develop young athletes both on and off the field. After playing baseball into his senior year of college, Billy’s journey continues through coaching, mentoring, and creating content that makes a difference.

Whether he’s behind the camera or in the dugout, Billy leads with purpose, positivity, and a deep respect for the process of growth.

If his story resonated—or if people are looking for someone to help bring their next creative, athletic, or promotional project to life—He’d love to connect. Whether it’s building powerful videos, coaching the next generation of athletes, or just having a real conversation about growth, purpose, and perseverance, Billy is here for it.


Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-coach-billy-barnard]]>https://api.spreaker.com/episode/66602816Wed, 18 Jun 2025 14:19:34 +0000Mike Saunders, MBABilly Barnard – Coach | Creator | Connector Billy Barnard is a multi-passionate creator and coach with a love for sports, storytelling, and helping others grow. A lifelong athlete and recent graduate of the University of Southern Maine, Billy brings...
Billy Barnard is a multi-passionate creator and coach with a love for sports, storytelling, and helping others grow. A lifelong athlete and recent graduate of the University of Southern Maine, Billy brings the discipline of competitive baseball and the creativity of digital media together in his work.

Billy is currently exploring the world of video marketing, with a focus on producing promotional content and speaker introductions for events. His goal is to expand into athlete-focused media, including recruitment videos that showcase both skill and character.

In addition to media work, Billy serves as the Junior Varsity Baseball Coach at Portland High School—his alma mater—where he helps develop young athletes both on and off the field. After playing baseball into his senior year of college, Billy’s journey continues through coaching, mentoring, and creating content that makes a difference.

Whether he’s behind the camera or in the dugout, Billy leads with purpose, positivity, and a deep respect for the process of growth.

If his story resonated—or if people are looking for someone to help bring their next creative, athletic, or promotional project to life—He’d love to connect. Whether it’s building powerful videos, coaching the next generation of athletes, or just having a real conversation about growth, purpose, and perseverance, Billy is here for it.


Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-coach-billy-barnard]]>1592influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-terry-register-ceo-of-capsur-tax-and-estate-planning-tax-planning-for-future-generations--66602704
Terry began his distinguished career at Fidelity Union, earning “Rookie of the Year” honors and qualifying for the Million Dollar Round Table (MDRT) in his first year. He later joined American Defender Life, where he consistently ranked among the top ten producers nationwide and earned annual recognition in the President’s Cabinet.

He founded Capsur with a vision to offer programs and planning strategies that empower individuals and businesses to reach their financial, retirement, and legacy goals. Today, he continues to work collaboratively with professionals and clients across the country on high-value joint cases that demand tailored and sophisticated solutions.

Terry’s leadership and production achievements have earned him national recognition, but his commitment to service goes beyond the business world. He has served as a trustee on the Endowment Committee at the University of North Carolina at Pembroke, a Corporate Board Member for G.R.A.C.E. Christian School in Raleigh, and an active supporter of charitable missions, including the Fellowship of Christian Athletes, the Zachary Taylor Orphanage in Kenya, and Uttermost Ministries.

A devoted husband, father, and grandfather, Terry resides in Raleigh, NC, with his wife. He is a longtime member of Bayleaf Baptist Church, where he has served on the Personnel Committee and continues to invest in his faith and community.

Learn more: https://www.capsurtaxandestateplanning.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-terry-register-ceo-of-capsur-tax-and-estate-planning-tax-planning-for-future-generations]]>https://api.spreaker.com/episode/66602704Wed, 18 Jun 2025 14:11:25 +0000Mike Saunders, MBAAs President of Capsur Tax and Estate Planning, Terry Register leads with a clear and focused mission: to help business owners, high-income professionals, high-net-worth individuals, and closely held corporations navigate the complexities of tax...
Terry began his distinguished career at Fidelity Union, earning “Rookie of the Year” honors and qualifying for the Million Dollar Round Table (MDRT) in his first year. He later joined American Defender Life, where he consistently ranked among the top ten producers nationwide and earned annual recognition in the President’s Cabinet.

He founded Capsur with a vision to offer programs and planning strategies that empower individuals and businesses to reach their financial, retirement, and legacy goals. Today, he continues to work collaboratively with professionals and clients across the country on high-value joint cases that demand tailored and sophisticated solutions.

Terry’s leadership and production achievements have earned him national recognition, but his commitment to service goes beyond the business world. He has served as a trustee on the Endowment Committee at the University of North Carolina at Pembroke, a Corporate Board Member for G.R.A.C.E. Christian School in Raleigh, and an active supporter of charitable missions, including the Fellowship of Christian Athletes, the Zachary Taylor Orphanage in Kenya, and Uttermost Ministries.

A devoted husband, father, and grandfather, Terry resides in Raleigh, NC, with his wife. He is a longtime member of Bayleaf Baptist Church, where he has served on the Personnel Committee and continues to invest in his faith and community.

Learn more: https://www.capsurtaxandestateplanning.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-terry-register-ceo-of-capsur-tax-and-estate-planning-tax-planning-for-future-generations]]>1391influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-scott-leonardi-founder-of-complete-solutions-discussing-home-healthcare--66582171
A passionate advocate for financial education, Scott co-authored *Don’t Go Broke in a Nursing Home* to help people avoid costly mistakes that threaten their life’s work. His mission is to align insurance coverage with each client’s unique needs and lifestyle.

Outside of work, Scott enjoys time with his wife, five children, one granddaughter, and three Dobermans—and continues to campaign for that family boat.

Learn More: https://www.completesolutions.insure/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-scott-leonardi-founder-of-complete-solutions-discussing-home-healthcare]]>https://api.spreaker.com/episode/66582171Mon, 16 Jun 2025 19:20:05 +0000Mike Saunders, MBAScott Leonardi began serving families in 1995 as a licensed Life & Health insurance agent. In 1998, he founded Complete Solutions, a holistic planning firm dedicated to helping individuals and business owners protect their future. As a Certified...
A passionate advocate for financial education, Scott co-authored *Don’t Go Broke in a Nursing Home* to help people avoid costly mistakes that threaten their life’s work. His mission is to align insurance coverage with each client’s unique needs and lifestyle.

Outside of work, Scott enjoys time with his wife, five children, one granddaughter, and three Dobermans—and continues to campaign for that family boat.

Learn More: https://www.completesolutions.insure/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-scott-leonardi-founder-of-complete-solutions-discussing-home-healthcare]]>1441influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-ira-koyner-founder-of-triathlon-partners-discussing-long-term-tax-efficient-investing--66582074
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 your financial future doesn’t have to be overwhelming. As your 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 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/



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.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/]]>https://api.spreaker.com/episode/66582074Mon, 16 Jun 2025 19:10:13 +0000Mike Saunders, MBAIra 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...
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 your financial future doesn’t have to be overwhelming. As your 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 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/



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.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/]]>1221influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-lee-morris-vice-president-of-underwriting-of-life-annuity-brokerage-with-gallagher-inc--66581995
Lee Morris has been in the insurance industry specializing in technical underwriting risk management for over 33 years. She is known for her astute ability to merge the technical attributes of underwriting with the art of modern-day medical advancements and interpretation while protecting the interests of all stakeholders. Lee’s strong experience with the top one percent of the wealth management firms and the ultra-affluent market demonstrates her ability to address the needs of clients requiring an enhanced “boutique” encounter.

Certified in EKG interpretation and a dynamic presenter, Lee’s past experience of 17 years at the carrier include being Assistant Chief leading one of the top premium distributions in the high-net-worth arena. She is one of very few in the brokerage market who achieved a prior insurance carrier underwriting single signature authority of $20M dollars.

Lee holds a Cum Laude Bachelor of Science Degree in Accounting from Grambling St. University, Grambling, LA. She enjoys her free time volunteering with the K-12 school she is the co-founder of, hunting, shopping and is the mother to one son, Evan who is a Senior Pre-Med student at Morehouse College in Atlanta, Ga.

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

Take advantage of the Gallagher Underwriting expertise platform that can move your life insurance consideration from a “success story” to reciprocal “successful solutions”
Financial Professionals should ensure they continue to follow the current policies and procedures of their broker dealer and/or registered investment adviser and the insurance carriers they represent on the use of any advertising, third-party materials, sales processes and/or social media/internet use. This marketing presentation in no way supersedes the requirements of a financial professional’s license requirements or the policies and procedures of your broker dealer or registered investment advisory firm.This content is for informational and educational purposes, and is not designed, or intended, to be applicable to any person’s individual circumstances. It should not be considered as investment advice, nor does it constitute a recommendation that anyone engages in (or refrains from) a particular course of action.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-lee-morris-vice-president-of-underwriting-of-life-annuity-brokerage-with-gallagher-inc]]>https://api.spreaker.com/episode/66581995Mon, 16 Jun 2025 18:59:47 +0000Mike Saunders, MBALee Morris is Vice President of Underwriting, Life & Annuity Brokerage who rejoined the Gallagher Life & Executive Benefits consulting team in January of 2023. Lee Morris has been in the insurance industry specializing in technical...
Lee Morris has been in the insurance industry specializing in technical underwriting risk management for over 33 years. She is known for her astute ability to merge the technical attributes of underwriting with the art of modern-day medical advancements and interpretation while protecting the interests of all stakeholders. Lee’s strong experience with the top one percent of the wealth management firms and the ultra-affluent market demonstrates her ability to address the needs of clients requiring an enhanced “boutique” encounter.

Certified in EKG interpretation and a dynamic presenter, Lee’s past experience of 17 years at the carrier include being Assistant Chief leading one of the top premium distributions in the high-net-worth arena. She is one of very few in the brokerage market who achieved a prior insurance carrier underwriting single signature authority of $20M dollars.

Lee holds a Cum Laude Bachelor of Science Degree in Accounting from Grambling St. University, Grambling, LA. She enjoys her free time volunteering with the K-12 school she is the co-founder of, hunting, shopping and is the mother to one son, Evan who is a Senior Pre-Med student at Morehouse College in Atlanta, Ga.

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

Take advantage of the Gallagher Underwriting expertise platform that can move your life insurance consideration from a “success story” to reciprocal “successful solutions”
Financial Professionals should ensure they continue to follow the current policies and procedures of their broker dealer and/or registered investment adviser and the insurance carriers they represent on the use of any advertising, third-party materials, sales processes and/or social media/internet use. This marketing presentation in no way supersedes the requirements of a financial professional’s license requirements or the policies and procedures of your broker dealer or registered investment advisory firm.This content is for informational and educational purposes, and is not designed, or intended, to be applicable to any person’s individual circumstances. It should not be considered as investment advice, nor does it constitute a recommendation that anyone engages in (or refrains from) a particular course of action.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-lee-morris-vice-president-of-underwriting-of-life-annuity-brokerage-with-gallagher-inc]]>1292influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-dave-barr-founder-of-barr-asset-management-discussing-achieving-peace-of-mind-in-retirement--66516901
Dave has served clients, their families and their businesses since 1980. His professional acumen has led clients to describe him with words such as: “integrity”, “kind & caring”, “sound & timely advice” and “a man that I’d trust daily with my personal checking account”. Although a solo practitioner, Dave believes that Barr Asset Management must be bigger than, more than just himself. As a result, his professional development has been enhanced by a collaboration with other advisors across the United States:

Dave is a Registered Investment Advisor representative holding a Series 65 license which allows him to manage investments and provide one-stop financial services to his clients across the Pacific Northwest and several other regions in the U.S. Early in his career, Dave received the Chartered Life Underwriter (CLU) designation conferred by The American College and is currently enrolled in studies for the Chartered Financial Consultant (ChFC) designation.

Dave and his wife, Sarah have been married for 30 years, they have 10 children and, presently, 14 grandchildren. Much of their life revolves around spending time with and enjoying their family. They attend New Heights Church in Richland, WA where Dave also serves as an elder. Additionally, Dave enjoys trekking to the outdoors to backpack, camp, fish & hunt.

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

Investment advisory services offered through Tucker Asset Management LLC, an SEC Registered Investment Advisor. Barr Asset Management and Tucker Asset Management are unaffiliated entities.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-dave-barr-founder-of-barr-asset-management-discussing-achieving-peace-of-mind-in-retirement]]>https://api.spreaker.com/episode/66516901Wed, 11 Jun 2025 22:52:50 +0000Mike Saunders, MBABorn and raised in Fort Wayne, Indiana, Dave Barr moved to Washington State in his late 20s and is the Founder/CEO of Barr Asset Management. Dave started his career in the financial industry at age 24 working in an agency and then transitioned as an...
Dave has served clients, their families and their businesses since 1980. His professional acumen has led clients to describe him with words such as: “integrity”, “kind & caring”, “sound & timely advice” and “a man that I’d trust daily with my personal checking account”. Although a solo practitioner, Dave believes that Barr Asset Management must be bigger than, more than just himself. As a result, his professional development has been enhanced by a collaboration with other advisors across the United States:

Dave is a Registered Investment Advisor representative holding a Series 65 license which allows him to manage investments and provide one-stop financial services to his clients across the Pacific Northwest and several other regions in the U.S. Early in his career, Dave received the Chartered Life Underwriter (CLU) designation conferred by The American College and is currently enrolled in studies for the Chartered Financial Consultant (ChFC) designation.

Dave and his wife, Sarah have been married for 30 years, they have 10 children and, presently, 14 grandchildren. Much of their life revolves around spending time with and enjoying their family. They attend New Heights Church in Richland, WA where Dave also serves as an elder. Additionally, Dave enjoys trekking to the outdoors to backpack, camp, fish & hunt.

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

Investment advisory services offered through Tucker Asset Management LLC, an SEC Registered Investment Advisor. Barr Asset Management and Tucker Asset Management are unaffiliated entities.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-dave-barr-founder-of-barr-asset-management-discussing-achieving-peace-of-mind-in-retirement]]>1316influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-victoria-bracha-founder-professional-chocolatier--66516788
Learn More: https://victoriab360.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-victoria-bracha-founder-professional-chocolatier]]>https://api.spreaker.com/episode/66516788Wed, 11 Jun 2025 22:45:06 +0000Mike Saunders, MBAElevating chocolates with unparalleled expertise, ensuring exquisite flavors, flawless textures, and irresistible appeal that captivates every palate. Learn More: https://victoriab360.com/ Influential Entrepreneurs with Mike Saunders...
Learn More: https://victoriab360.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-victoria-bracha-founder-professional-chocolatier]]>1054influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-terry-register-ceo-of-capsur-tax-and-estate-planning-tax-mitigation-strategies-for-business-owners--66508256
Terry began his distinguished career at Fidelity Union, earning “Rookie of the Year” honors and qualifying for the Million Dollar Round Table (MDRT) in his first year. He later joined American Defender Life, where he consistently ranked among the top ten producers nationwide and earned annual recognition in the President’s Cabinet.

He founded Capsur with a vision to offer programs and planning strategies that empower individuals and businesses to reach their financial, retirement, and legacy goals. Today, he continues to work collaboratively with professionals and clients across the country on high-value joint cases that demand tailored and sophisticated solutions.

Terry’s leadership and production achievements have earned him national recognition, but his commitment to service goes beyond the business world. He has served as a trustee on the Endowment Committee at the University of North Carolina at Pembroke, a Corporate Board Member for G.R.A.C.E. Christian School in Raleigh, and an active supporter of charitable missions, including the Fellowship of Christian Athletes, the Zachary Taylor Orphanage in Kenya, and Uttermost Ministries.

A devoted husband, father, and grandfather, Terry resides in Raleigh, NC, with his wife. He is a longtime member of Bayleaf Baptist Church, where he has served on the Personnel Committee and continues to invest in his faith and community.

Learn more: https://www.capsurtaxandestateplanning.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-terry-register-ceo-of-capsur-tax-and-estate-planning-tax-mitigation-strategies-for-business-owners]]>https://api.spreaker.com/episode/66508256Wed, 11 Jun 2025 15:14:07 +0000Mike Saunders, MBAAs President of Capsur Tax and Estate Planning, Terry Register leads with a clear and focused mission: to help business owners, high-income professionals, high-net-worth individuals, and closely held corporations navigate the complexities of tax...
Terry began his distinguished career at Fidelity Union, earning “Rookie of the Year” honors and qualifying for the Million Dollar Round Table (MDRT) in his first year. He later joined American Defender Life, where he consistently ranked among the top ten producers nationwide and earned annual recognition in the President’s Cabinet.

He founded Capsur with a vision to offer programs and planning strategies that empower individuals and businesses to reach their financial, retirement, and legacy goals. Today, he continues to work collaboratively with professionals and clients across the country on high-value joint cases that demand tailored and sophisticated solutions.

Terry’s leadership and production achievements have earned him national recognition, but his commitment to service goes beyond the business world. He has served as a trustee on the Endowment Committee at the University of North Carolina at Pembroke, a Corporate Board Member for G.R.A.C.E. Christian School in Raleigh, and an active supporter of charitable missions, including the Fellowship of Christian Athletes, the Zachary Taylor Orphanage in Kenya, and Uttermost Ministries.

A devoted husband, father, and grandfather, Terry resides in Raleigh, NC, with his wife. He is a longtime member of Bayleaf Baptist Church, where he has served on the Personnel Committee and continues to invest in his faith and community.

Learn more: https://www.capsurtaxandestateplanning.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-terry-register-ceo-of-capsur-tax-and-estate-planning-tax-mitigation-strategies-for-business-owners]]>1260influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-scott-leonardi-founder-of-complete-solutions-discussing-guaranteed-income--66508150
A passionate advocate for financial education, Scott co-authored *Don’t Go Broke in a Nursing Home* to help people avoid costly mistakes that threaten their life’s work. His mission is to align insurance coverage with each client’s unique needs and lifestyle.

Outside of work, Scott enjoys time with his wife, five children, one granddaughter, and three Dobermans—and continues to campaign for that family boat.

Learn More: https://www.completesolutions.insure/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-scott-leonardi-founder-of-complete-solutions-discussing-guaranteed-income]]>https://api.spreaker.com/episode/66508150Wed, 11 Jun 2025 15:03:54 +0000Mike Saunders, MBAScott Leonardi began serving families in 1995 as a licensed Life & Health insurance agent. In 1998, he founded Complete Solutions, a holistic planning firm dedicated to helping individuals and business owners protect their future. As a Certified...
A passionate advocate for financial education, Scott co-authored *Don’t Go Broke in a Nursing Home* to help people avoid costly mistakes that threaten their life’s work. His mission is to align insurance coverage with each client’s unique needs and lifestyle.

Outside of work, Scott enjoys time with his wife, five children, one granddaughter, and three Dobermans—and continues to campaign for that family boat.

Learn More: https://www.completesolutions.insure/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-scott-leonardi-founder-of-complete-solutions-discussing-guaranteed-income]]>1312influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-terry-register-ceo-of-capsur-tax-and-estate-planning-mastering-tax-strategies-for-retirement--66506928
Terry began his distinguished career at Fidelity Union, earning “Rookie of the Year” honors and qualifying for the Million Dollar Round Table (MDRT) in his first year. He later joined American Defender Life, where he consistently ranked among the top ten producers nationwide and earned annual recognition in the President’s Cabinet.

He founded Capsur with a vision to offer programs and planning strategies that empower individuals and businesses to reach their financial, retirement, and legacy goals. Today, he continues to work collaboratively with professionals and clients across the country on high-value joint cases that demand tailored and sophisticated solutions.

Terry’s leadership and production achievements have earned him national recognition, but his commitment to service goes beyond the business world. He has served as a trustee on the Endowment Committee at the University of North Carolina at Pembroke, a Corporate Board Member for G.R.A.C.E. Christian School in Raleigh, and an active supporter of charitable missions, including the Fellowship of Christian Athletes, the Zachary Taylor Orphanage in Kenya, and Uttermost Ministries.

A devoted husband, father, and grandfather, Terry resides in Raleigh, NC, with his wife. He is a longtime member of Bayleaf Baptist Church, where he has served on the Personnel Committee and continues to invest in his faith and community.

Learn more: https://www.capsurtaxandestateplanning.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-terry-register-ceo-of-capsur-tax-and-estate-planning-mastering-tax-strategies-for-retirement]]>https://api.spreaker.com/episode/66506928Wed, 11 Jun 2025 12:56:36 +0000Mike Saunders, MBAAs President of Capsur Tax and Estate Planning, Terry Register leads with a clear and focused mission: to help business owners, high-income professionals, high-net-worth individuals, and closely held corporations navigate the complexities of tax...
Terry began his distinguished career at Fidelity Union, earning “Rookie of the Year” honors and qualifying for the Million Dollar Round Table (MDRT) in his first year. He later joined American Defender Life, where he consistently ranked among the top ten producers nationwide and earned annual recognition in the President’s Cabinet.

He founded Capsur with a vision to offer programs and planning strategies that empower individuals and businesses to reach their financial, retirement, and legacy goals. Today, he continues to work collaboratively with professionals and clients across the country on high-value joint cases that demand tailored and sophisticated solutions.

Terry’s leadership and production achievements have earned him national recognition, but his commitment to service goes beyond the business world. He has served as a trustee on the Endowment Committee at the University of North Carolina at Pembroke, a Corporate Board Member for G.R.A.C.E. Christian School in Raleigh, and an active supporter of charitable missions, including the Fellowship of Christian Athletes, the Zachary Taylor Orphanage in Kenya, and Uttermost Ministries.

A devoted husband, father, and grandfather, Terry resides in Raleigh, NC, with his wife. He is a longtime member of Bayleaf Baptist Church, where he has served on the Personnel Committee and continues to invest in his faith and community.

Learn more: https://www.capsurtaxandestateplanning.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-terry-register-ceo-of-capsur-tax-and-estate-planning-mastering-tax-strategies-for-retirement]]>1588influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-dave-barr-founder-of-barr-asset-management-discussing-transitioning-from-accumulation-to-income-generation--66506839
Learn more: http://www.retirewithbam.com/

Investment advisory services offered through Tucker Asset Management LLC, an SEC Registered Investment Advisor. Barr Asset Management and Tucker Asset Management are unaffiliated entities.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-dave-barr-founder-of-barr-asset-management-discussing-transitioning-from-accumulation-to-income-generation]]>https://api.spreaker.com/episode/66506839Wed, 11 Jun 2025 12:48:44 +0000Mike Saunders, MBA45 years in business. Working with clients aged 55-75, approaching & in retirement. Retirement plans & Medicare coverages. Learn more: http://www.retirewithbam.com/ Investment advisory services offered through Tucker Asset Management LLC, an...
Learn more: http://www.retirewithbam.com/

Investment advisory services offered through Tucker Asset Management LLC, an SEC Registered Investment Advisor. Barr Asset Management and Tucker Asset Management are unaffiliated entities.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-dave-barr-founder-of-barr-asset-management-discussing-transitioning-from-accumulation-to-income-generation]]>1212influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-scott-leonardi-founder-of-complete-solutions-discussing-good-retirement-plans--66408616
A passionate advocate for financial education, Scott co-authored *Don’t Go Broke in a Nursing Home* to help people avoid costly mistakes that threaten their life’s work. His mission is to align insurance coverage with each client’s unique needs and lifestyle.

Outside of work, Scott enjoys time with his wife, five children, one granddaughter, and three Dobermans—and continues to campaign for that family boat.

Learn More: https://www.completesolutions.insure/



Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-scott-leonardi-founder-of-complete-solutions-discussing-good-retirement-plans]]>https://api.spreaker.com/episode/66408616Thu, 05 Jun 2025 14:41:17 +0000Mike Saunders, MBAScott Leonardi began serving families in 1995 as a licensed Life & Health insurance agent. In 1998, he founded Complete Solutions, a holistic planning firm dedicated to helping individuals and business owners protect their future. As a Certified...
A passionate advocate for financial education, Scott co-authored *Don’t Go Broke in a Nursing Home* to help people avoid costly mistakes that threaten their life’s work. His mission is to align insurance coverage with each client’s unique needs and lifestyle.

Outside of work, Scott enjoys time with his wife, five children, one granddaughter, and three Dobermans—and continues to campaign for that family boat.

Learn More: https://www.completesolutions.insure/



Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-scott-leonardi-founder-of-complete-solutions-discussing-good-retirement-plans]]>1426influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-merriah-harkins-chief-sales-officer-with-lukrom-investment-opportunities-designed-for-accredited-investors--66408179
FINRA Licenses: Series 7, 24, and 63

Learn more: https://www.lukrom.com/ – https://www.linkedin.com/in/merriah-harkins-1080294/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-merriah-harkins-chief-sales-officer-with-lukrom-investment-opportunities-designed-for-accredited-investors]]>https://api.spreaker.com/episode/66408179Thu, 05 Jun 2025 14:08:10 +0000Mike Saunders, MBAMerriah joined Lukrom in January 2025 as Chief Sales Officer, bringing over two decades of experience in alternative investments and capital raising. She leads Lukrom’s sales strategy, focusing on investment professionals and their investors to drive...
FINRA Licenses: Series 7, 24, and 63

Learn more: https://www.lukrom.com/ – https://www.linkedin.com/in/merriah-harkins-1080294/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-merriah-harkins-chief-sales-officer-with-lukrom-investment-opportunities-designed-for-accredited-investors]]>1306influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-sorina-tanase-senior-housing-specialist-real-estate-investor-advocate--66407592
As a real estate professional and owner of established assisted living facilities, Sorina Tanase offers a rare, inside perspective on two of the most resilient and rewarding industries. Whether you’re looking to expand your real estate portfolio or explore the business potential of residential senior care, Sorina provides strategic insight backed by hands-on operational experience. Connect today to learn how you can invest in purpose-driven, profitable ventures with long-term impact.

Learn more: http://tanasegroup.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-sorina-tanase-senior-housing-specialist-real-estate-investor-advocate]]>https://api.spreaker.com/episode/66407592Thu, 05 Jun 2025 13:21:21 +0000Mike Saunders, MBAInterested in high-growth investment opportunities in real estate and senior care? As a real estate professional and owner of established assisted living facilities, Sorina Tanase offers a rare, inside perspective on two of the most resilient and...
As a real estate professional and owner of established assisted living facilities, Sorina Tanase offers a rare, inside perspective on two of the most resilient and rewarding industries. Whether you’re looking to expand your real estate portfolio or explore the business potential of residential senior care, Sorina provides strategic insight backed by hands-on operational experience. Connect today to learn how you can invest in purpose-driven, profitable ventures with long-term impact.

Learn more: http://tanasegroup.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-sorina-tanase-senior-housing-specialist-real-estate-investor-advocate]]>1346influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-ira-koyner-founder-of-triathlon-partners-discussing-investment-diversification--66386346
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 your financial future doesn’t have to be overwhelming. As your 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/



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.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-ira-koyner-founder-of-triathlon-partners-discussing-investment-diversification]]>https://api.spreaker.com/episode/66386346Tue, 03 Jun 2025 21:02:56 +0000Mike Saunders, MBAIra 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...
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 your financial future doesn’t have to be overwhelming. As your 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/



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.

Influential Entrepreneurs with Mike Saunders
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Source: https://businessinnovatorsradio.com/interview-with-ira-koyner-founder-of-triathlon-partners-discussing-investment-diversification]]>1301influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-ira-koyner-founder-of-triathlon-partners--66386289
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 your financial future doesn’t have to be overwhelming. As your 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 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/

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.

Influential Entrepreneurs with Mike Saunders
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Source: https://businessinnovatorsradio.com/interview-with-ira-koyner-founder-of-triathlon-partners]]>https://api.spreaker.com/episode/66386289Tue, 03 Jun 2025 20:53:50 +0000Mike Saunders, MBAIra 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...
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 your financial future doesn’t have to be overwhelming. As your 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 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/

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.

Influential Entrepreneurs with Mike Saunders
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Source: https://businessinnovatorsradio.com/interview-with-ira-koyner-founder-of-triathlon-partners]]>1028influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-hal-stinespring-the-spiritual-cowboy-creator-of-the-path-of-the-grateful-warrior--66341162
The Path of the Grateful Warrior is a course to guide you through this shift in identity and transformation.

Influential Entrepreneurs with Mike Saunders
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Source: https://businessinnovatorsradio.com/interview-with-hal-stinespring-the-spiritual-cowboy-creator-of-the-path-of-the-grateful-warrior]]>https://api.spreaker.com/episode/66341162Fri, 30 May 2025 15:43:22 +0000Mike Saunders, MBAHal Stinespring is a seasoned Real Estate Attorney and Investor with a passion for empowering others to reclaim their lives. Diagnosed with Cardiac Sarcoidosis, Hal has transformed personal challenges into a mission to inspire and guide those...
The Path of the Grateful Warrior is a course to guide you through this shift in identity and transformation.

Influential Entrepreneurs with Mike Saunders
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Source: https://businessinnovatorsradio.com/interview-with-hal-stinespring-the-spiritual-cowboy-creator-of-the-path-of-the-grateful-warrior]]>1637influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-coach-chuck-barnard-the-champion-s-mindset-mentor--66294039
Learn More: https://coachchuck360.com/

Influential Entrepreneurs with Mike Saunders
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Source: https://businessinnovatorsradio.com/interview-with-coach-chuck-barnard-the-champions-mindset-mentor]]>https://api.spreaker.com/episode/66294039Tue, 27 May 2025 14:49:40 +0000Mike Saunders, MBACoach Chuck Barnard is an author, speaker, champion’s mindset mentor, and a father of four who has been in the education industry for over 30 years. Chuck has a master’s degree in special education, is certified in Advanced Behavioral Modeling, and is...
Learn More: https://coachchuck360.com/

Influential Entrepreneurs with Mike Saunders
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Source: https://businessinnovatorsradio.com/interview-with-coach-chuck-barnard-the-champions-mindset-mentor]]>1911influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-chris-smith-founder-of-psblty--66212312
His journey to wealth management wasn’t planned. As a top-producing commercial real estate broker, Chris outperformed seasoned veterans not because he knew the most about properties, but because he understood people. When a friend insisted he’d excel in financial services, Chris initially resisted. But upon entering the industry, he immediately saw what others missed—advisors weren’t struggling because they lacked knowledge. They were struggling because they lacked leadership.

This insight was personal. Having witnessed how wealth dissolves across generations, including in his own family—Chris recognized the devastating consequences beyond financial loss. The statistics are stark: 90% of generational wealth disappears by the third generation, leaving broken families in its wake. That’s why this isn’t just business for Chris—it’s legacy work. After transforming one wealth management firm’s approach from technical expertise to authentic leadership, the results were undeniable—in just two years, they were bringing in as many assets monthly as they had previously achieved annually. Chris recognized a profound opportunity: financial advisors, with their intimate connection to families and wealth, could create a generational impact far beyond investment returns.

Learn more: https://www.psblty.com/

Influential Entrepreneurs with Mike Saunders
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Source: https://businessinnovatorsradio.com/interview-with-chris-smith-founder-of-psblty]]>https://api.spreaker.com/episode/66212312Thu, 22 May 2025 22:27:27 +0000Mike Saunders, MBAChris’ story begins in Arizona, where his family was among the first to settle the wild and beautiful land. He grew up a cowboy, surrounded by storytellers, where he learned a fundamental truth: words create worlds. His journey to wealth management...
His journey to wealth management wasn’t planned. As a top-producing commercial real estate broker, Chris outperformed seasoned veterans not because he knew the most about properties, but because he understood people. When a friend insisted he’d excel in financial services, Chris initially resisted. But upon entering the industry, he immediately saw what others missed—advisors weren’t struggling because they lacked knowledge. They were struggling because they lacked leadership.

This insight was personal. Having witnessed how wealth dissolves across generations, including in his own family—Chris recognized the devastating consequences beyond financial loss. The statistics are stark: 90% of generational wealth disappears by the third generation, leaving broken families in its wake. That’s why this isn’t just business for Chris—it’s legacy work. After transforming one wealth management firm’s approach from technical expertise to authentic leadership, the results were undeniable—in just two years, they were bringing in as many assets monthly as they had previously achieved annually. Chris recognized a profound opportunity: financial advisors, with their intimate connection to families and wealth, could create a generational impact far beyond investment returns.

Learn more: https://www.psblty.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-chris-smith-founder-of-psblty]]>1441influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-cameron-bryant-of-found-revenue-solutions-retirement-specialist-at-federal-employee-advocates--66101088
Learn More:
https://federalemployeeadvocates.com/Cameron/
https://www.linkedin.com/in/cameron-bryant-48b51014/
949-412-3534
Cameron@ FederalEmployeeAdvocates.net



Please be advised that any information provided in this correspondence shall not be construed by any person as legal, tax, investment, or accounting advice. This message and any accompanying attachments may contain confidential, legal, and/or privileged information.


Influential Entrepreneurs with Mike Saunders
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Source: https://businessinnovatorsradio.com/interview-with-cameron-bryant-of-found-revenue-solutions-retirement-specialist-at-federal-employee-advocates]]>https://api.spreaker.com/episode/66101088Thu, 15 May 2025 14:09:36 +0000Mike Saunders, MBACameron has over 33 years of experience in working with Business Owners, Seniors, Federal employees, and Franchisees in the planning and development of Tax Favored Retirement plans, Living Trusts, Buy/Sell Agreements, Executive Bonus Plans, Marketing...
Learn More:
https://federalemployeeadvocates.com/Cameron/
https://www.linkedin.com/in/cameron-bryant-48b51014/
949-412-3534
Cameron@ FederalEmployeeAdvocates.net



Please be advised that any information provided in this correspondence shall not be construed by any person as legal, tax, investment, or accounting advice. This message and any accompanying attachments may contain confidential, legal, and/or privileged information.


Influential Entrepreneurs with Mike Saunders
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Source: https://businessinnovatorsradio.com/interview-with-cameron-bryant-of-found-revenue-solutions-retirement-specialist-at-federal-employee-advocates]]>1360influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-adam-blain-wealth-and-retirement-advisor-with-aaa-life-solutions-tax-traps-and-time-bombs--66100948
Adam serves as a fiduciary under AAA Life Solutions and believes in offering clear, honest advice that’s easy to understand. His approach is faith-driven, educational, and tailored to each client’s goals. Outside of work, Adam is a husband, a proud father of three, and is actively involved in his church and community.

Learn more: https://aaalifesolutions.com/



The opinions expressed by Adam Blain and guests on this show are their own and do not reflect the opinions of this radio station. All Statements and opinions expressed are based upon 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 your specific situation. This program is designed to provide accurate and authoritative information with regard to subject covered. BWA Disclosure: Investment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor and an affiliate of Brookstone Capital Management, LLC. BWA and AAA Life Solutions are independent of each other. Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents.

Influential Entrepreneurs with Mike Saunders
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Source: https://businessinnovatorsradio.com/interview-with-adam-blain-wealth-and-retirement-advisor-with-aaa-life-solutions-tax-traps-and-time-bombs]]>https://api.spreaker.com/episode/66100948Thu, 15 May 2025 13:56:40 +0000Mike Saunders, MBAAdam Blain is a Wealth and Retirement Advisor based in Germantown, Tennessee, dedicated to helping individuals plan for retirement—whether they’re building their savings or already enjoying retirement life. With over eight years of experience, Adam is...
Adam serves as a fiduciary under AAA Life Solutions and believes in offering clear, honest advice that’s easy to understand. His approach is faith-driven, educational, and tailored to each client’s goals. Outside of work, Adam is a husband, a proud father of three, and is actively involved in his church and community.

Learn more: https://aaalifesolutions.com/



The opinions expressed by Adam Blain and guests on this show are their own and do not reflect the opinions of this radio station. All Statements and opinions expressed are based upon 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 your specific situation. This program is designed to provide accurate and authoritative information with regard to subject covered. BWA Disclosure: Investment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor and an affiliate of Brookstone Capital Management, LLC. BWA and AAA Life Solutions are independent of each other. Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents.

Influential Entrepreneurs with Mike Saunders
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Source: https://businessinnovatorsradio.com/interview-with-adam-blain-wealth-and-retirement-advisor-with-aaa-life-solutions-tax-traps-and-time-bombs]]>1067influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-adam-blain-wealth-and-retirement-advisor-with-aaa-life-solutions-the-retirement-paycheck--66085442
Adam serves as a fiduciary under AAA Life Solutions and believes in offering clear, honest advice that’s easy to understand. His approach is faith-driven, educational, and tailored to each client’s goals. Outside of work, Adam is a husband, a proud father of three, and is actively involved in his church and community.

Learn more: https://aaalifesolutions.com/



The opinions expressed by Adam Blain and guests on this show are their own and do not reflect the opinions of this radio station. All Statements and opinions expressed are based upon 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 your specific situation. This program is designed to provide accurate and authoritative information with regard to subject covered.BWA Disclosure: Investment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor and an affiliate of Brookstone Capital Management, LLC. BWA and AAA Life Solutions are independent of each other. Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents.

Influential Entrepreneurs with Mike Saunders
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Source: https://businessinnovatorsradio.com/interview-with-adam-blain-wealth-and-retirement-advisor-with-aaa-life-solutions-the-retirement-paycheck]]>https://api.spreaker.com/episode/66085442Wed, 14 May 2025 14:20:11 +0000Mike Saunders, MBAAdam Blain is a Wealth and Retirement Advisor based in Germantown, Tennessee, dedicated to helping individuals plan for retirement—whether they’re building their savings or already enjoying retirement life. With over eight years of experience, Adam is...
Adam serves as a fiduciary under AAA Life Solutions and believes in offering clear, honest advice that’s easy to understand. His approach is faith-driven, educational, and tailored to each client’s goals. Outside of work, Adam is a husband, a proud father of three, and is actively involved in his church and community.

Learn more: https://aaalifesolutions.com/



The opinions expressed by Adam Blain and guests on this show are their own and do not reflect the opinions of this radio station. All Statements and opinions expressed are based upon 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 your specific situation. This program is designed to provide accurate and authoritative information with regard to subject covered.BWA Disclosure: Investment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor and an affiliate of Brookstone Capital Management, LLC. BWA and AAA Life Solutions are independent of each other. Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents.

Influential Entrepreneurs with Mike Saunders
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Source: https://businessinnovatorsradio.com/interview-with-adam-blain-wealth-and-retirement-advisor-with-aaa-life-solutions-the-retirement-paycheck]]>1114influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-adam-blain-wealth-and-retirement-advisor-with-aaa-life-solutions-the-retirement-mountain--66055245
Adam serves as a fiduciary under AAA Life Solutions and believes in offering clear, honest advice that’s easy to understand. His approach is faith-driven, educational, and tailored to each client’s goals. Outside of work, Adam is a husband, a proud father of three, and is actively involved in his church and community.

Learn more: aaalifesolutions.com

The opinions expressed by Adam Blain and guests on this show are their own and do not reflect the opinions of this radio station. All Statements and opinions expressed are based upon 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 your specific situation. This program is designed to provide accurate and authoritative information with regard to subject covered.

BWA Disclosure: Investment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor and an affiliate of Brookstone Capital Management, LLC. BWA and AAA Life Solutions are independent of each other. Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-adam-blain-wealth-and-retirement-advisor-with-aaa-life-solutions-the-retirement-mountain]]>https://api.spreaker.com/episode/66055245Mon, 12 May 2025 14:25:58 +0000Mike Saunders, MBAAdam Blain is a Wealth and Retirement Advisor based in Germantown, Tennessee, dedicated to helping individuals plan for retirement—whether they’re building their savings or already enjoying retirement life. With over eight years of experience, Adam is...
Adam serves as a fiduciary under AAA Life Solutions and believes in offering clear, honest advice that’s easy to understand. His approach is faith-driven, educational, and tailored to each client’s goals. Outside of work, Adam is a husband, a proud father of three, and is actively involved in his church and community.

Learn more: aaalifesolutions.com

The opinions expressed by Adam Blain and guests on this show are their own and do not reflect the opinions of this radio station. All Statements and opinions expressed are based upon 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 your specific situation. This program is designed to provide accurate and authoritative information with regard to subject covered.

BWA Disclosure: Investment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor and an affiliate of Brookstone Capital Management, LLC. BWA and AAA Life Solutions are independent of each other. Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-adam-blain-wealth-and-retirement-advisor-with-aaa-life-solutions-the-retirement-mountain]]>1425influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-john-wright-cfa-chief-investment-officer-of-stellar-assets-discussing-beating-the-market--65972969Problems like how to win, grow sales, and improve the stock price. He has driven value across diverse industries: Consulting, Technology, Industrial, Retail, and Transportation. But he no longer works for McKinsey, HP, Exxon, AutoZone, or GM. Now he works for you! And he applies that problem-solving, creativity, and corporate background to decide how to best invest your assets. It would be his honor if people would consider him a money manager.

On a personal note, he is married with 3 children. He is the 7th of 9 children in an extended family where everyone still gets along. They were raised by faithful parents who taught strong values, including that they are all part of a greater family of brothers and sisters. He served a 2-year full-time mission in the Netherlands & Belgium to help share that message.

Learn more: http://www.stellar-assets.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-john-wright-cfa-chief-investment-officer-of-stellar-assets-discussing-beating-the-market]]>https://api.spreaker.com/episode/65972969Wed, 07 May 2025 14:18:41 +0000Mike Saunders, MBAJohn is a Stanford guy, but not Wall Street. He has spent his entire career in the real world solving the biggest problems facing the largest companies. Problems like how to win, grow sales, and improve the stock price. He has driven value across...Problems like how to win, grow sales, and improve the stock price. He has driven value across diverse industries: Consulting, Technology, Industrial, Retail, and Transportation. But he no longer works for McKinsey, HP, Exxon, AutoZone, or GM. Now he works for you! And he applies that problem-solving, creativity, and corporate background to decide how to best invest your assets. It would be his honor if people would consider him a money manager.

On a personal note, he is married with 3 children. He is the 7th of 9 children in an extended family where everyone still gets along. They were raised by faithful parents who taught strong values, including that they are all part of a greater family of brothers and sisters. He served a 2-year full-time mission in the Netherlands & Belgium to help share that message.

Learn more: http://www.stellar-assets.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-john-wright-cfa-chief-investment-officer-of-stellar-assets-discussing-beating-the-market]]>1569influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-pri-cosentino-senior-e-a-s-e-advisor-with-xexis-private-wealth--65928892
Mentored for over decades by the best in the world, Pri has refined her expertise in financial planning, wealth mindset, and strategic growth. Her approach goes beyond traditional financial advisory by integrating emotional intelligence, addressing the cognitive, emotional, physical, and spiritual dimensions of a client’s life.

As a Senior E.A.S.E. Advisor specializing in Wealth Mentoring, Pri leverages the E.A.S.E. Methodology™ (Empowerment, Alignment, Strategy, and Execution) to deliver customized, results-driven strategies. Through her advisory work, she identifies and addresses the root causes of financial behaviors, empowering clients to cultivate a wealth-conscious mindset and take ownership of their financial journeys. The proven methodology focuses on: Strategic Wealth Alignment, Transformational Mindset Shifts, Goal-Driven Execution, and Systemic Integration. Pri’s expertise empowers her clients not only to achieve financial freedom but also to develop emotional intelligence, strengthen their leadership capacity, and foster lasting personal fulfillment.

With an MBA in Neuroscience and Human Behavior from UniF and a degree from the University of Central Florida (UCF), Pri combines her financial acumen with deep knowledge of emotional intelligence (EI) and behavioral finance. Through her advisory work, she seamlessly integrates these insights to help clients make informed decisions that align with both their financial goals and their emotional well-being. By applying evidence-based coaching techniques, Pri guides her clients toward profound transformations, helping them cultivate resilience, purpose, and self-accountability.

Pri’s commitment to advisory excellence and mentoring leadership is deeply influenced by her decade-long mentorship with Dan Brooks at Xexis Private Wealth, an independent financial services firm specializing in creating and maintaining customized retirement strategies for clients. Dan’s mentorship has instilled in Pri the highest standards of integrity, ethics, and professionalism, enabling her to develop tailored strategies that secure her clients’ financial futures while fostering their emotional and personal growth. Xexis Private Wealth’s comprehensive approach includes: Retirement Income Strategies, Wealth Management, and Tax and Estate Planning.

By blending Xexis Private Wealth’s proven strategies with her expertise in Coaching, Pri delivers a unique value proposition that empowers clients to achieve not only financial freedom but also emotional balance and personal fulfillment. Pri’s work is grounded in a deep commitment to integrity, ethics, and authenticity, principles that guide her approach to advisory and mentoring. Her ongoing pursuit of knowledge ensures that she remains at the forefront of financial advisory and personal development, consistently offering her clients innovative and effective solutions.

Fluent in English, Portuguese, German, and Spanish, Pri connects effortlessly with a global clientele, offering personalized experiences that resonate with her clients’ unique aspirations. Beyond her professional achievements, Pri is a lifelong learner and advocate for holistic well-being. She finds inspiration in her travels, meaningful conversations about business, art, and faith, and cherishes her role as the proud dog mom to Tish, Weiße, Pkna, and Traya.



Learn more: http://pricosentino.com/ and http://xexiswealth.com/



DISCLAIMER: We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Investment advisory services offered through Virtue Capital Management, LLC (VCM), a registered investment advisor. VCM and Xexis Private Wealth, LLC. are independent of each other Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product. Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured. The information and opinions provided by third parties have been obtained from sources believed to be reliable, however, we make no representation as to its completeness or accuracy. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. Content is provided for informational purposes only and is not a solicitation to buy or sell any products mentioned. Third party recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. This recognition should not be construed as an endorsement of the advisor. Third-party ratings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client, nor are they representative of any one client’s evaluation.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-pri-cosentino-senior-e-a-s-e-advisor-with-xexis-private-wealth]]>https://api.spreaker.com/episode/65928892Mon, 05 May 2025 21:42:27 +0000Mike Saunders, MBAPriscila “Pri” Cosentino is an accomplished Senior E.A.S.E. Advisor and Wealth Mentor, renowned for her ability to integrate financial expertise with transformative personal development methodologies. With over a decade of experience across industries...
Mentored for over decades by the best in the world, Pri has refined her expertise in financial planning, wealth mindset, and strategic growth. Her approach goes beyond traditional financial advisory by integrating emotional intelligence, addressing the cognitive, emotional, physical, and spiritual dimensions of a client’s life.

As a Senior E.A.S.E. Advisor specializing in Wealth Mentoring, Pri leverages the E.A.S.E. Methodology™ (Empowerment, Alignment, Strategy, and Execution) to deliver customized, results-driven strategies. Through her advisory work, she identifies and addresses the root causes of financial behaviors, empowering clients to cultivate a wealth-conscious mindset and take ownership of their financial journeys. The proven methodology focuses on: Strategic Wealth Alignment, Transformational Mindset Shifts, Goal-Driven Execution, and Systemic Integration. Pri’s expertise empowers her clients not only to achieve financial freedom but also to develop emotional intelligence, strengthen their leadership capacity, and foster lasting personal fulfillment.

With an MBA in Neuroscience and Human Behavior from UniF and a degree from the University of Central Florida (UCF), Pri combines her financial acumen with deep knowledge of emotional intelligence (EI) and behavioral finance. Through her advisory work, she seamlessly integrates these insights to help clients make informed decisions that align with both their financial goals and their emotional well-being. By applying evidence-based coaching techniques, Pri guides her clients toward profound transformations, helping them cultivate resilience, purpose, and self-accountability.

Pri’s commitment to advisory excellence and mentoring leadership is deeply influenced by her decade-long mentorship with Dan Brooks at Xexis Private Wealth, an independent financial services firm specializing in creating and maintaining customized retirement strategies for clients. Dan’s mentorship has instilled in Pri the highest standards of integrity, ethics, and professionalism, enabling her to develop tailored strategies that secure her clients’ financial futures while fostering their emotional and personal growth. Xexis Private Wealth’s comprehensive approach includes: Retirement Income Strategies, Wealth Management, and Tax and Estate Planning.

By blending Xexis Private Wealth’s proven strategies with her expertise in Coaching, Pri delivers a unique value proposition that empowers clients to achieve not only financial freedom but also emotional balance and personal fulfillment. Pri’s work is grounded in a deep commitment to integrity, ethics, and authenticity, principles that guide her approach to advisory and mentoring. Her ongoing pursuit of knowledge ensures that she remains at the forefront of financial advisory and personal development, consistently offering her clients innovative and effective solutions.

Fluent in English, Portuguese, German, and Spanish, Pri connects effortlessly with a global clientele, offering personalized experiences that resonate with her clients’ unique aspirations. Beyond her professional achievements, Pri is a lifelong learner and advocate for holistic well-being. She finds inspiration in her travels, meaningful conversations about business, art, and faith, and cherishes her role as the proud dog mom to Tish, Weiße, Pkna, and Traya.



Learn more: 1382influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-john-wright-cfa-chief-investment-officer-of-stellar-assets-discussing-managing-market-risk--65928762
Problems like how to win, grow sales, and improve the stock price. He has driven value across diverse industries: Consulting, Technology, Industrial, Retail, and Transportation. But he no longer works for McKinsey, HP, Exxon, AutoZone or GM. Now he works for you!
And he applies that problem-solving, creativity, and corporate background to decide how to best invest your assets. It would be his honor if people would consider him a money manager.

On a personal note, he is married with 3 children. He is the 7th of 9 children in an extended family where everyone still gets along. They were raised by faithful parents who taught strong values, including that they are all part of a greater family of brothers and sisters. He served a 2-year full-time mission in the Netherlands & Belgium to help share that message.

Learn more: http://www.stellar-assets.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-john-wright-cfa-chief-investment-officer-of-stellar-assets-discussing-managing-market-risk]]>https://api.spreaker.com/episode/65928762Mon, 05 May 2025 21:32:21 +0000Mike Saunders, MBAJohn is a Stanford guy, but not Wall Street. He has spent his entire career in the real world solving the biggest problems facing the largest companies. Problems like how to win, grow sales, and improve the stock price. He has driven value across...
Problems like how to win, grow sales, and improve the stock price. He has driven value across diverse industries: Consulting, Technology, Industrial, Retail, and Transportation. But he no longer works for McKinsey, HP, Exxon, AutoZone or GM. Now he works for you!
And he applies that problem-solving, creativity, and corporate background to decide how to best invest your assets. It would be his honor if people would consider him a money manager.

On a personal note, he is married with 3 children. He is the 7th of 9 children in an extended family where everyone still gets along. They were raised by faithful parents who taught strong values, including that they are all part of a greater family of brothers and sisters. He served a 2-year full-time mission in the Netherlands & Belgium to help share that message.

Learn more: http://www.stellar-assets.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-john-wright-cfa-chief-investment-officer-of-stellar-assets-discussing-managing-market-risk]]>1931influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-jed-morley-founder-and-ceo-of-backstory-branding--65923819
Jed has also written a book titled “Building a Brand That Scales”, which is set to be released on June 3, 2025.

Learn more: https://www.backstorybranding.com/



Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-jed-morley-founder-and-ceo-of-backstory-branding]]>https://api.spreaker.com/episode/65923819Mon, 05 May 2025 16:01:01 +0000Mike Saunders, MBAJed G. Morley is the founder and CEO of Backstory Branding, a consultancy dedicated to helping businesses build brands that live up to their promise through consulting, coaching, and courses. With over two decades of experience, Jed has led brand...
Jed has also written a book titled “Building a Brand That Scales”, which is set to be released on June 3, 2025.

Learn more: https://www.backstorybranding.com/



Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-jed-morley-founder-and-ceo-of-backstory-branding]]>1176influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-john-wright-cfa-chief-investment-officer-of-stellar-assets-discussing-investing-in-individual-equities--65816769Problems like how to win, grow sales, and improve the stock price. He has driven value across diverse industries: Consulting, Technology, Industrial, Retail and Transportation.

But he no longer works for McKinsey, HP, Exxon, AutoZone or GM. Now he works for you!
And he applies that problem-solving, creativity, and corporate background to decide how to best invest your assets. It would be an honor, if people would consider him a money manager.

On a personal note, he is married with 3 children. He is the 7th of 9 children in an extended family where everyone still gets along. They were raised by faithful parents who taught strong values, including that they are all part of a greater family of brothers and sisters. He served a 2-year full-time mission in the Netherlands & Belgium to help share that message.

Learn more: http://www.stellar-assets.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-john-wright-cfa-chief-investment-officer-of-stellar-assets-discussing-investing-in-individual-equities]]>https://api.spreaker.com/episode/65816769Wed, 30 Apr 2025 22:43:46 +0000Mike Saunders, MBAJohn is a Stanford guy, but not Wall Street. He has spent his entire career in the real world solving the biggest problems facing the largest companies. Problems like how to win, grow sales, and improve the stock price. He has driven value across...Problems like how to win, grow sales, and improve the stock price. He has driven value across diverse industries: Consulting, Technology, Industrial, Retail and Transportation.

But he no longer works for McKinsey, HP, Exxon, AutoZone or GM. Now he works for you!
And he applies that problem-solving, creativity, and corporate background to decide how to best invest your assets. It would be an honor, if people would consider him a money manager.

On a personal note, he is married with 3 children. He is the 7th of 9 children in an extended family where everyone still gets along. They were raised by faithful parents who taught strong values, including that they are all part of a greater family of brothers and sisters. He served a 2-year full-time mission in the Netherlands & Belgium to help share that message.

Learn more: http://www.stellar-assets.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-john-wright-cfa-chief-investment-officer-of-stellar-assets-discussing-investing-in-individual-equities]]>1510influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-tim-dwyer-founder-director-with-tolemy--65795646
A master at helping businesses curate and communicate their true value in the market. Tim loves making a difference in people’s lives.

Tim works with industry leaders who have chosen to do things differently. These are the pioneers of industry who, when they see a trend or a gap in the market, take action to create value the market wants to see. A storyteller, Tim shares life in business experiences through analogy – bringing business frameworks to life.

Tim is highly skilled at connecting to the bigger vision, breaking down the complexities of business, and empowering entrepreneurs, business owners, CEOs and their leadership teams to achieve their vision.

With over 30 years of supporting enterprises and growing businesses, Tim has built teams of capable, passionate, purpose-led professionals who can activate business growth.

Tim is an entrepreneur, business growth specialist, keynote speaker, and industry leader in business education and consulting to private enterprises. Tim offers a choice of delivery methods including consulting, coaching, training, facilitation, and mentoring.

Learn more: https://www.timdwyer.net.au/

The Tolemy Map

Get on the book notification list: http://www.Tolemy.com

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-tim-dwyer-founder-director-with-tolemy]]>https://api.spreaker.com/episode/65795646Tue, 29 Apr 2025 17:45:25 +0000Mike Saunders, MBAAn educator, consultant, and business builder, Tim teaches entrepreneurs, business owners, and CEOs how to design, build, and activate business strategies based on a foundation of their core brand assets. A master at helping businesses curate and...
A master at helping businesses curate and communicate their true value in the market. Tim loves making a difference in people’s lives.

Tim works with industry leaders who have chosen to do things differently. These are the pioneers of industry who, when they see a trend or a gap in the market, take action to create value the market wants to see. A storyteller, Tim shares life in business experiences through analogy – bringing business frameworks to life.

Tim is highly skilled at connecting to the bigger vision, breaking down the complexities of business, and empowering entrepreneurs, business owners, CEOs and their leadership teams to achieve their vision.

With over 30 years of supporting enterprises and growing businesses, Tim has built teams of capable, passionate, purpose-led professionals who can activate business growth.

Tim is an entrepreneur, business growth specialist, keynote speaker, and industry leader in business education and consulting to private enterprises. Tim offers a choice of delivery methods including consulting, coaching, training, facilitation, and mentoring.

Learn more: https://www.timdwyer.net.au/

The Tolemy Map

Get on the book notification list: http://www.Tolemy.com

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-tim-dwyer-founder-director-with-tolemy]]>1409influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-eric-liriano-cfp-principal-and-founder-of-liriano-wealth-advisory-group-tax-free-investing-and-retirement-for-legacy-pla--65784728
He serves a diverse clientele, including business owners, executives, affluent families, and professionals in academia. As a sought-after speaker, he frequently leads financial planning seminars for employees of major corporations, healthcare organizations, and educational institutions.

His areas of expertise include estate planning, insurance, investment strategies, employee and executive benefits, and retirement planning. Through comprehensive financial guidance, he helps individuals and businesses secure their financial futures with confidence.

Learn more: http://www.lirianowealthadvisory.com/
Phone: 617-969-2933

Check the background of your financial professional on FINRA’s Broker Check.
https://brokercheck.finra.org/individual/summary/1905998

All content in this presentation is for information purposes only. The views expressed in this video are subject to change based on market and other conditions.  Opinions expressed herein are solely those of Eric Liriano.  Material presented is believed to be from reliable sources, however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your financial advisor. Content should not be regarded as a complete analysis of the subjects discussed.

Investment advisory services offered through Liriano Wealth Advisory Group LLC., an SEC Registered Investment Adviser* located in Newton, MA and its representatives are in compliance with the current registration and notice filing requirements imposed upon SEC registered investment advisers by those states in which Liriano Wealth Advisory Group LLC maintains clients. Liriano Wealth Advisory Group LLC may only transact business in those states in which it is notice filed or qualifies for an exemption or exclusion from notice filing requirements. Liriano Wealth Advisory Group LLC’s website is limited to the disseminations of general information regarding its investment advisory services to United States residents residing in states where providing such information in not prohibited by applicable law.
The Living Balance Sheet® (LBS) and the LBS Logo are registered service marks of Guardian. © 2005-2023 The Guardian Life Insurance Company of America. Online Terms & Conditions – https://static.fmgsuite.com/media/documents/b73e8f1c-12a6-4dc0-ac5e-b6bb81e5bea3.pdf
Online Privacy Policy – https://static.fmgsuite.com/media/documents/36a04efa-7d6f-4790-89b6-9cbc6de8d003.pdf Important Disclosures – http://www.guardianlife.com/Disclosures/index.htm
California Insurance ID # OC63111.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-eric-liriano-cfp-principal-and-founder-of-liriano-wealth-advisory-group-tax-free-investing-and-retirement-for-legacy-planning]]>https://api.spreaker.com/episode/65784728Mon, 28 Apr 2025 20:17:04 +0000Mike Saunders, MBAEric E. Liriano, CFP®, is the Principal and Founder of Liriano Wealth Advisory Group, LLC, with over 25 years of experience in the financial planning industry. A graduate of Boston College with a degree in Business Marketing and Communications, Mr....
He serves a diverse clientele, including business owners, executives, affluent families, and professionals in academia. As a sought-after speaker, he frequently leads financial planning seminars for employees of major corporations, healthcare organizations, and educational institutions.

His areas of expertise include estate planning, insurance, investment strategies, employee and executive benefits, and retirement planning. Through comprehensive financial guidance, he helps individuals and businesses secure their financial futures with confidence.

Learn more: http://www.lirianowealthadvisory.com/
Phone: 617-969-2933

Check the background of your financial professional on FINRA’s Broker Check.
https://brokercheck.finra.org/individual/summary/1905998

All content in this presentation is for information purposes only. The views expressed in this video are subject to change based on market and other conditions.  Opinions expressed herein are solely those of Eric Liriano.  Material presented is believed to be from reliable sources, however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your financial advisor. Content should not be regarded as a complete analysis of the subjects discussed.

Investment advisory services offered through Liriano Wealth Advisory Group LLC., an SEC Registered Investment Adviser* located in Newton, MA and its representatives are in compliance with the current registration and notice filing requirements imposed upon SEC registered investment advisers by those states in which Liriano Wealth Advisory Group LLC maintains clients. Liriano Wealth Advisory Group LLC may only transact business in those states in which it is notice filed or qualifies for an exemption or exclusion from notice filing requirements. Liriano Wealth Advisory Group LLC’s website is limited to the disseminations of general information regarding its investment advisory services to United States residents residing in states where providing such information in not prohibited by applicable law.
The Living Balance Sheet® (LBS) and the LBS Logo are registered service marks of Guardian. © 2005-2023 The Guardian Life Insurance Company of America. Online Terms & Conditions – https://static.fmgsuite.com/media/documents/b73e8f1c-12a6-4dc0-ac5e-b6bb81e5bea3.pdf
Online Privacy Policy – https://static.fmgsuite.com/media/documents/36a04efa-7d6f-4790-89b6-9cbc6de8d003.pdf Important Disclosures – http://www.guardianlife.com/Disclosures/index.htm
California Insurance ID # OC63111.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-eric-liriano-cfp-principal-and-founder-of-liriano-wealth-advisory-group-tax-free-investing-and-retirement-for-legacy-planning]]>1351influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-stanley-targosz-founding-member-of-the-responsible-brand-discussing-lifestyle-protection-during-the-expensive-college-years--65721041

Learn more: https://theresponsiblebrand.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-stanley-targosz-founding-member-of-the-responsible-brand-discussing-lifestyle-protection-during-the-expensive-college-years]]>https://api.spreaker.com/episode/65721041Fri, 25 Apr 2025 07:49:18 +0000Mike Saunders, MBAAs the President and Founder of The Responsible Brand, he is dedicated to bringing financial education back to families and the industry. He believes that responsible solutions begin with a knowledge base that can be applied to each phase of life,...

Learn more: https://theresponsiblebrand.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-stanley-targosz-founding-member-of-the-responsible-brand-discussing-lifestyle-protection-during-the-expensive-college-years]]>1343influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-eric-liriano-cfp-principal-and-founder-of-liriano-wealth-advisory-group-ira-strategy--65711652
He serves a diverse clientele, including business owners, executives, affluent families, and professionals in academia. As a sought-after speaker, he frequently leads financial planning seminars for employees of major corporations, healthcare organizations, and educational institutions.

His areas of expertise include estate planning, insurance, investment strategies, employee and executive benefits, and retirement planning. Through comprehensive financial guidance, he helps individuals and businesses secure their financial futures with confidence.

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

Phone: 617-969-2933

Check the background of your financial professional on FINRA’s Broker Check.

https://brokercheck.finra.org/individual/summary/1905998

All content in this presentation is for information purposes only. The views expressed in this video are subject to change based on market and other conditions.  Opinions expressed herein are solely those of Eric Liriano.  Material presented is believed to be from reliable sources, however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your financial advisor. Content should not be regarded as a complete analysis of the subjects discussed.

Investment advisory services offered through Liriano Wealth Advisory Group LLC., an SEC Registered Investment Adviser* located in Newton, MA, and its representatives are in compliance with the current registration and notice filing requirements imposed upon SEC registered investment advisers by those states in which Liriano Wealth Advisory Group LLC maintains clients. Liriano Wealth Advisory Group LLC may only transact business in those states in which it is notice filed or qualifies for an exemption or exclusion from notice filing requirements. Liriano Wealth Advisory Group LLC’s website is limited to the dissemination of general information regarding its investment advisory services to United States residents residing in states where providing such information in not prohibited by applicable law. The Living Balance Sheet® (LBS) and the LBS Logo are registered service marks of Guardian. © 2005-2023 The Guardian Life Insurance Company of America.

Online Terms & Conditions – https://static.fmgsuite.com/media/documents/b73e8f1c-12a6-4dc0-ac5e-b6bb81e5bea3.pdf

Online Privacy Policy – https://static.fmgsuite.com/media/documents/36a04efa-7d6f-4790-89b6-9cbc6de8d003.pdf

Important Disclosures – http://www.guardianlife.com/Disclosures/index.htm
California Insurance ID # OC63111.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-eric-liriano-cfp-principal-and-founder-of-liriano-wealth-advisory-group-ira-strategy]]>https://api.spreaker.com/episode/65711652Thu, 24 Apr 2025 21:26:33 +0000Mike Saunders, MBAEric E. Liriano, CFP®, is the Principal and Founder of Liriano Wealth Advisory Group, LLC, with over 25 years of experience in the financial planning industry. A graduate of Boston College with a degree in Business Marketing and Communications, Mr....
He serves a diverse clientele, including business owners, executives, affluent families, and professionals in academia. As a sought-after speaker, he frequently leads financial planning seminars for employees of major corporations, healthcare organizations, and educational institutions.

His areas of expertise include estate planning, insurance, investment strategies, employee and executive benefits, and retirement planning. Through comprehensive financial guidance, he helps individuals and businesses secure their financial futures with confidence.

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

Phone: 617-969-2933

Check the background of your financial professional on FINRA’s Broker Check.

https://brokercheck.finra.org/individual/summary/1905998

All content in this presentation is for information purposes only. The views expressed in this video are subject to change based on market and other conditions.  Opinions expressed herein are solely those of Eric Liriano.  Material presented is believed to be from reliable sources, however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your financial advisor. Content should not be regarded as a complete analysis of the subjects discussed.

Investment advisory services offered through Liriano Wealth Advisory Group LLC., an SEC Registered Investment Adviser* located in Newton, MA, and its representatives are in compliance with the current registration and notice filing requirements imposed upon SEC registered investment advisers by those states in which Liriano Wealth Advisory Group LLC maintains clients. Liriano Wealth Advisory Group LLC may only transact business in those states in which it is notice filed or qualifies for an exemption or exclusion from notice filing requirements. Liriano Wealth Advisory Group LLC’s website is limited to the dissemination of general information regarding its investment advisory services to United States residents residing in states where providing such information in not prohibited by applicable law. The Living Balance Sheet® (LBS) and the LBS Logo are registered service marks of Guardian. © 2005-2023 The Guardian Life Insurance Company of America.

Online Terms & Conditions – https://static.fmgsuite.com/media/documents/b73e8f1c-12a6-4dc0-ac5e-b6bb81e5bea3.pdf

Online Privacy Policy – https://static.fmgsuite.com/media/documents/36a04efa-7d6f-4790-89b6-9cbc6de8d003.pdf

Important Disclosures – http://www.guardianlife.com/Disclosures/index.htm
California Insurance ID # OC63111.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-eric-liriano-cfp-principal-and-founder-of-liriano-wealth-advisory-group-ira-strategy]]>1497influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-stanley-targosz-founding-member-of-the-responsible-brand-discussing-cashflow-management-to-fund-college-without-affecting--65684946
Learn more: https://theresponsiblebrand.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-stanley-targosz-founding-member-of-the-responsible-brand-discussing-cashflow-management-to-fund-college-without-affecting-your-retirement]]>https://api.spreaker.com/episode/65684946Wed, 23 Apr 2025 18:47:47 +0000Mike Saunders, MBAAs the President and Founder of The Responsible Brand, Stanley is dedicated to bringing financial education back to families and the industry. He believes that responsible solutions begin with a knowledge base that can be applied to each phase of...
Learn more: https://theresponsiblebrand.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-stanley-targosz-founding-member-of-the-responsible-brand-discussing-cashflow-management-to-fund-college-without-affecting-your-retirement]]>1219influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-eric-liriano-cfp-principal-and-founder-of-liriano-wealth-advisory-group-moving-from-accumulation-to-distribution-phases--65684814
He serves a diverse clientele, including business owners, executives, affluent families, and professionals in academia. As a sought-after speaker, he frequently leads financial planning seminars for employees of major corporations, healthcare organizations, and educational institutions.

His areas of expertise include estate planning, insurance, investment strategies, employee and executive benefits, and retirement planning. Through comprehensive financial guidance, he helps individuals and businesses secure their financial futures with confidence.

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

Phone: 617-969-2933

Check the background of your financial professional on FINRA’s Broker Check.

https://brokercheck.finra.org/individual/summary/1905998

All content in this presentation is for information purposes only. The views expressed in this video are subject to change based on market and other conditions.  Opinions expressed herein are solely those of Eric Liriano.  Material presented is believed to be from reliable sources, however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your financial advisor. Content should not be regarded as a complete analysis of the subjects discussed.

Investment advisory services offered through Liriano Wealth Advisory Group LLC., an SEC Registered Investment Adviser* located in Newton, MA and its representatives are in compliance with the current registration and notice filing requirements imposed upon SEC registered investment advisers by those states in which Liriano Wealth Advisory Group LLC maintains clients. Liriano Wealth Advisory Group LLC may only transact business in those states in which it is notice filed or qualifies for an exemption or exclusion from notice filing requirements. Liriano Wealth Advisory Group LLC’s website is limited to the disseminations of general information regarding its investment advisory services to United States residents residing in states where providing such information in not prohibited by applicable law.

The Living Balance Sheet® (LBS) and the LBS Logo are registered service marks of Guardian. © 2005-2023 The Guardian Life Insurance Company of America.

Online Terms & Conditions – https://static.fmgsuite.com/media/documents/b73e8f1c-12a6-4dc0-ac5e-b6bb81e5bea3.pdf

Online Privacy Policy – https://static.fmgsuite.com/media/documents/36a04efa-7d6f-4790-89b6-9cbc6de8d003.pdf

Important Disclosures – http://www.guardianlife.com/Disclosures/index.htm
California Insurance ID # OC63111.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-eric-liriano-cfp-principal-and-founder-of-liriano-wealth-advisory-group-moving-from-accumulation-to-distribution-phases-in-planning-for-retirement]]>https://api.spreaker.com/episode/65684814Wed, 23 Apr 2025 18:38:03 +0000Mike Saunders, MBAEric E. Liriano, CFP®, is the Principal and Founder of Liriano Wealth Advisory Group, LLC, with over 25 years of experience in the financial planning industry. A graduate of Boston College with a degree in Business Marketing and Communications, Mr....
He serves a diverse clientele, including business owners, executives, affluent families, and professionals in academia. As a sought-after speaker, he frequently leads financial planning seminars for employees of major corporations, healthcare organizations, and educational institutions.

His areas of expertise include estate planning, insurance, investment strategies, employee and executive benefits, and retirement planning. Through comprehensive financial guidance, he helps individuals and businesses secure their financial futures with confidence.

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

Phone: 617-969-2933

Check the background of your financial professional on FINRA’s Broker Check.

https://brokercheck.finra.org/individual/summary/1905998

All content in this presentation is for information purposes only. The views expressed in this video are subject to change based on market and other conditions.  Opinions expressed herein are solely those of Eric Liriano.  Material presented is believed to be from reliable sources, however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your financial advisor. Content should not be regarded as a complete analysis of the subjects discussed.

Investment advisory services offered through Liriano Wealth Advisory Group LLC., an SEC Registered Investment Adviser* located in Newton, MA and its representatives are in compliance with the current registration and notice filing requirements imposed upon SEC registered investment advisers by those states in which Liriano Wealth Advisory Group LLC maintains clients. Liriano Wealth Advisory Group LLC may only transact business in those states in which it is notice filed or qualifies for an exemption or exclusion from notice filing requirements. Liriano Wealth Advisory Group LLC’s website is limited to the disseminations of general information regarding its investment advisory services to United States residents residing in states where providing such information in not prohibited by applicable law.

The Living Balance Sheet® (LBS) and the LBS Logo are registered service marks of Guardian. © 2005-2023 The Guardian Life Insurance Company of America.

Online Terms & Conditions – https://static.fmgsuite.com/media/documents/b73e8f1c-12a6-4dc0-ac5e-b6bb81e5bea3.pdf

Online Privacy Policy – https://static.fmgsuite.com/media/documents/36a04efa-7d6f-4790-89b6-9cbc6de8d003.pdf

Important Disclosures – http://www.guardianlife.com/Disclosures/index.htm
California Insurance ID # OC63111.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: 1440influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-stanley-targosz-president-and-founding-member-of-the-responsible-brand-discussing-student-loan-myths-misconceptions--65665296
With over 20 years of experience in helping families understand how to afford the next step after high school without affecting their life goals, he also solves the extreme college debt issue organically, using a knowledge-based solution that everyone can implement. His mission is to put the family at the center of the solution, ensuring everyone wins.

Learn more: https://theresponsiblebrand.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-stanley-targosz-president-and-founding-member-of-the-responsible-brand-discussing-student-loan-myths-misconceptions]]>https://api.spreaker.com/episode/65665296Tue, 22 Apr 2025 14:47:06 +0000Mike Saunders, MBAAs the President and Founder of The Responsible Brand, Stanley is dedicated to bringing financial education back to families and the industry. He believes that responsible solutions begin with a knowledge base that can be applied to each phase of...
With over 20 years of experience in helping families understand how to afford the next step after high school without affecting their life goals, he also solves the extreme college debt issue organically, using a knowledge-based solution that everyone can implement. His mission is to put the family at the center of the solution, ensuring everyone wins.

Learn more: https://theresponsiblebrand.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-stanley-targosz-president-and-founding-member-of-the-responsible-brand-discussing-student-loan-myths-misconceptions]]>1272influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-mickie-kennedy-founder-of-ereleases--65665222He lives in the Baltimore area.

Learn more: https://www.ereleases.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-mickie-kennedy-founder-of-ereleases]]>https://api.spreaker.com/episode/65665222Tue, 22 Apr 2025 14:38:32 +0000Mike Saunders, MBAMickie Kennedy founded eReleases 26 years ago to help small businesses, authors, and startups increase their visibility and credibility through press release distribution. He lives in the Baltimore area. Learn more: https://www.ereleases.com/...He lives in the Baltimore area.

Learn more: https://www.ereleases.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-mickie-kennedy-founder-of-ereleases]]>1336influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-roy-snarr-founder-of-snarr-retirement-solutions-annuity-producers-com--65615537
With a career spanning 14 years, Roy’s impact spans across both consumer and agent realms, where he simplifies today’s most complex safe money and protection strategies. Proficient in Annuities, Life Insurance, and Long-Term Care solutions, Roy’s guidance has empowered thousands of individuals and agents from coast to coast.

His influence extends through various media platforms, including television, radio, webinars, and live speaking engagements. Consistently ranked among the Top 1% of financial professionals nationwide for over a decade, Roy’s dedication and wisdom have set high standards in the industry, as he continually inspires entrepreneurs to consider how they are giving back to their communities.

Beyond his personal and professional aspirations, Roy finds great joy in camping adventures with his wife and cherished trio of children.

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

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-roy-snarr-founder-of-snarr-retirement-solutions-annuity-producers-com]]>https://api.spreaker.com/episode/65615537Thu, 17 Apr 2025 19:27:13 +0000Mike Saunders, MBARoy Snarr stands at the forefront of asset protection expertise, a nationally acclaimed figure renowned for his mastery and educational contributions. With a career spanning 14 years, Roy’s impact spans across both consumer and agent realms, where he...
With a career spanning 14 years, Roy’s impact spans across both consumer and agent realms, where he simplifies today’s most complex safe money and protection strategies. Proficient in Annuities, Life Insurance, and Long-Term Care solutions, Roy’s guidance has empowered thousands of individuals and agents from coast to coast.

His influence extends through various media platforms, including television, radio, webinars, and live speaking engagements. Consistently ranked among the Top 1% of financial professionals nationwide for over a decade, Roy’s dedication and wisdom have set high standards in the industry, as he continually inspires entrepreneurs to consider how they are giving back to their communities.

Beyond his personal and professional aspirations, Roy finds great joy in camping adventures with his wife and cherished trio of children.

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

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-roy-snarr-founder-of-snarr-retirement-solutions-annuity-producers-com]]>1346influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-scott-oldford-mentor-advisor-to-entrepreneurs--65593860
When Scott was 8 years old, he made his first $20,000 selling eggs from the chickens on his parents’ acreage. By the age of 16, he had a seven-figure web and marketing agency. However, at the age of 21, he lost it all and went $1 million in debt. Since then, he has bounced back and, in total, has built nine of his own seven-plus-figure businesses while becoming one of the top business advisors and strategy coaches to entrepreneurs and online businesses looking to surpass $10M/year.

Scott has been featured in nearly every publication and podcast, and his methods and frameworks have been viewed by millions of people, with hundreds of thousands regularly watching his business strategy videos and reading his emails, each of who are impacted directly (and indirectly) by the 100+ entrepreneurs he has helped scale past seven figures.

At heart, Scott is a scientist. He’s known in his community for converging groundbreaking ideas and future-oriented thoughts, and make them easy for others to understand and implement, and can typically be found researching, watching documentaries, or in a deep rabbit hole about something that most people haven’t even heard of.

Learn more: http://scottoldford.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-scott-oldford-mentor-advisor-to-entrepreneurs]]>https://api.spreaker.com/episode/65593860Wed, 16 Apr 2025 14:44:15 +0000Mike Saunders, MBAScott Oldford has helped over 200 businesses scale past seven-figures. Today, he spends the majority of his time as a mentor, advisor and investor. In addition, he is the CEO of The Wisdom Group and helps entrepreneurs scale their businesses while...
When Scott was 8 years old, he made his first $20,000 selling eggs from the chickens on his parents’ acreage. By the age of 16, he had a seven-figure web and marketing agency. However, at the age of 21, he lost it all and went $1 million in debt. Since then, he has bounced back and, in total, has built nine of his own seven-plus-figure businesses while becoming one of the top business advisors and strategy coaches to entrepreneurs and online businesses looking to surpass $10M/year.

Scott has been featured in nearly every publication and podcast, and his methods and frameworks have been viewed by millions of people, with hundreds of thousands regularly watching his business strategy videos and reading his emails, each of who are impacted directly (and indirectly) by the 100+ entrepreneurs he has helped scale past seven figures.

At heart, Scott is a scientist. He’s known in his community for converging groundbreaking ideas and future-oriented thoughts, and make them easy for others to understand and implement, and can typically be found researching, watching documentaries, or in a deep rabbit hole about something that most people haven’t even heard of.

Learn more: http://scottoldford.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-scott-oldford-mentor-advisor-to-entrepreneurs]]>1357influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-john-badalamenti-co-founder-ceo-of-safe-estate-discussing-how-life-insurance-fits-into-retirement--65489103
“Emotions run the market,” and he has learned from all those emotions from all his students through the years!

Learn More: https://www.safeestate.net/


Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-john-badalamenti-co-founder-ceo-of-safe-estate-discussing-how-life-insurance-fits-into-retirement]]>https://api.spreaker.com/episode/65489103Wed, 09 Apr 2025 22:25:09 +0000Mike Saunders, MBAJohn has lived in this business for a while, 30 years fighting the Wall Street battle! Born and raised in beautiful Michigan with a close family that he loves and cherishes. They spend a great deal of time together traveling and love visiting their...
“Emotions run the market,” and he has learned from all those emotions from all his students through the years!

Learn More: https://www.safeestate.net/


Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-john-badalamenti-co-founder-ceo-of-safe-estate-discussing-how-life-insurance-fits-into-retirement]]>1355influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-tracy-gapin-md-founder-of-gapin-institute--65488893
A thought leader and author of bestsellers Male 2.0 and Codes of Longevity, Dr. Gapin has been featured on NBC, Entrepreneur Magazine, and at Dave Asprey’s Biohacking Conference. He is a member of the American Academy of Anti-Aging, the Age Management Medical Group, Longevity Docs and the International Peptide Society.

Learn more: https://gapininstitute.com/

Sizzle Reel – https://www.youtube.com/watch?v=fdwSZvdDEiQ

Launch Page – https://gapininstitute.com/launch (useful information and free gifts included!)

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-tracy-gapin-md-founder-of-gapin-institute]]>https://api.spreaker.com/episode/65488893Wed, 09 Apr 2025 22:16:30 +0000Mike Saunders, MBATracy Gapin, MD, FACS, is a renowned expert in men’s health optimization and longevity, with over 25 years of experience as a board certified urologist. He founded the Gapin Institute to help high-performing individuals, including entrepreneurs,...
A thought leader and author of bestsellers Male 2.0 and Codes of Longevity, Dr. Gapin has been featured on NBC, Entrepreneur Magazine, and at Dave Asprey’s Biohacking Conference. He is a member of the American Academy of Anti-Aging, the Age Management Medical Group, Longevity Docs and the International Peptide Society.

Learn more: https://gapininstitute.com/

Sizzle Reel – https://www.youtube.com/watch?v=fdwSZvdDEiQ

Launch Page – https://gapininstitute.com/launch (useful information and free gifts included!)

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-tracy-gapin-md-founder-of-gapin-institute]]>1368influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-john-badalamenti-co-founder-ceo-of-safe-estate-discussing-how-taxes-affect-retirement--65488773
“Emotions run the market,” and he has learned from all those emotions from all his students through the years!

Learn More: https://www.safeestate.net/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-john-badalamenti-co-founder-ceo-of-safe-estate-discussing-how-taxes-affect-retirement]]>https://api.spreaker.com/episode/65488773Wed, 09 Apr 2025 22:09:27 +0000Mike Saunders, MBAJohn has lived in this business for a while, 30 years fighting the Wall Street battle! Born and raised in beautiful Michigan with a close family that he loves and cherishes. They spend a great deal of time together traveling and love visiting their...
“Emotions run the market,” and he has learned from all those emotions from all his students through the years!

Learn More: https://www.safeestate.net/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-john-badalamenti-co-founder-ceo-of-safe-estate-discussing-how-taxes-affect-retirement]]>1520influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-ross-mcdaniel-founder-of-fencepost--65409869
Fencepost has generated 25K+ qualified new leads and 3K+ new 5-star reviews (just last year) for their clients. They use the Local Growth Formula- a proven method created by Ross that leverages paid search, online reviews, business listing optimization, and more to ensure their clients’ businesses show up when their ideal customers search for them.

Passionate about developing communities by helping local businesses thrive, Ross has nearly a decade of experience running digital campaigns for businesses, large and small, managing millions in ad spend. He is also the Co-Founder of Trellis Coffee Bar, a local specialty coffee shop that is using Fencepost’s Local Growth Formula to grow sales.

On the podcast, Ross would love to talk about:

• The value of online reviews for local businesses. Customers are willing to spend 31% more at businesses with excellent reviews.
• The difference between passive and active referral systems.
• When to use ads and when not to, and the value of Google business.
• How to answer calls effectively to close new leads.
• Why growing local businesses are the most vital part of community revitalization.

Learn more: https://www.fencepost.co/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-ross-mcdaniel-founder-of-fencepost]]>https://api.spreaker.com/episode/65409869Mon, 07 Apr 2025 19:44:14 +0000Mike Saunders, MBARoss is the Founder of Fencepost, a digital marketing agency that helps small businesses grow their revenue by increasing their visibility and connecting them with more high-quality customers. Fencepost has generated 25K+ qualified new leads and 3K+...
Fencepost has generated 25K+ qualified new leads and 3K+ new 5-star reviews (just last year) for their clients. They use the Local Growth Formula- a proven method created by Ross that leverages paid search, online reviews, business listing optimization, and more to ensure their clients’ businesses show up when their ideal customers search for them.

Passionate about developing communities by helping local businesses thrive, Ross has nearly a decade of experience running digital campaigns for businesses, large and small, managing millions in ad spend. He is also the Co-Founder of Trellis Coffee Bar, a local specialty coffee shop that is using Fencepost’s Local Growth Formula to grow sales.

On the podcast, Ross would love to talk about:

• The value of online reviews for local businesses. Customers are willing to spend 31% more at businesses with excellent reviews.
• The difference between passive and active referral systems.
• When to use ads and when not to, and the value of Google business.
• How to answer calls effectively to close new leads.
• Why growing local businesses are the most vital part of community revitalization.

Learn more: https://www.fencepost.co/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-ross-mcdaniel-founder-of-fencepost]]>1251influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-john-badalamenti-co-founder-ceo-of-safe-estate-discussing-market-risk--65409809
“Emotions run the market,” and he has learned from all those emotions from all his students through the years!

Learn More: https://www.safeestate.net/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-john-badalamenti-co-founder-ceo-of-safe-estate-discussing-market-risk]]>https://api.spreaker.com/episode/65409809Mon, 07 Apr 2025 19:34:52 +0000Mike Saunders, MBAJohn has lived in this business for a while, 30 years fighting the Wall Street battle! Born and raised in beautiful Michigan with a close family that he loves and cherishes. They spend a great deal of time together travelling and love visiting their...
“Emotions run the market,” and he has learned from all those emotions from all his students through the years!

Learn More: https://www.safeestate.net/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-john-badalamenti-co-founder-ceo-of-safe-estate-discussing-market-risk]]>1379influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-darius-ross-business-consultant-and-motivational-speaker--65342337
Learn more: https://www.dariusaross.com

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-darius-ross-business-consultant-and-motivational-speaker]]>https://api.spreaker.com/episode/65342337Fri, 04 Apr 2025 01:05:36 +0000Mike Saunders, MBADarius is a pro arbitrager, business consultant, and motivational speaker with 30+ years of entrepreneurial experience behind him. He recently co-authored Leadership DNA, an anthology in which experts share their extensive insights into the art of...
Learn more: https://www.dariusaross.com

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-darius-ross-business-consultant-and-motivational-speaker]]>1171influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-lindsay-blain-creator-of-self-worth-to-wealth-discussing-running-a-business-you-actually-love--65196988
She became a travel agent while pregnant with my daughter, driven by the dream of staying home with my kids while contributing financially to our family. But like many, she struggled to make it work—juggling motherhood, self-doubt, and the uncertainty of where to start. Everything changed when she discovered a system that transformed my business. In her first year using it, she booked over a million dollars in travel.

Fast forward to today: Her business partner, Kim, and Lindsay built Castle Explorers, a thriving agency with nearly 100 agents, and our business has grown to over $15 million in travel sales. But my true passion? Mentoring and coaching travel agents. Lindsay believes success isn’t just about knowing how to book trips—it’s about confidence, mindset, strategy, and having the right support system.

If you’re ready to build a thriving travel business, break past the struggles holding you back, and create the freedom you’ve always dreamed of, she can’t wait to help you get there. Let’s make it happen together!

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

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-lindsay-blain-creator-of-self-worth-to-wealth-discussing-running-a-business-you-actually-love]]>https://api.spreaker.com/episode/65196988Fri, 28 Mar 2025 19:50:29 +0000Mike Saunders, MBALindsay Blain—wife, mom of three, and travel industry mentor living just outside of Memphis, TN. She became a travel agent while pregnant with my daughter, driven by the dream of staying home with my kids while contributing financially to our family....
She became a travel agent while pregnant with my daughter, driven by the dream of staying home with my kids while contributing financially to our family. But like many, she struggled to make it work—juggling motherhood, self-doubt, and the uncertainty of where to start. Everything changed when she discovered a system that transformed my business. In her first year using it, she booked over a million dollars in travel.

Fast forward to today: Her business partner, Kim, and Lindsay built Castle Explorers, a thriving agency with nearly 100 agents, and our business has grown to over $15 million in travel sales. But my true passion? Mentoring and coaching travel agents. Lindsay believes success isn’t just about knowing how to book trips—it’s about confidence, mindset, strategy, and having the right support system.

If you’re ready to build a thriving travel business, break past the struggles holding you back, and create the freedom you’ve always dreamed of, she can’t wait to help you get there. Let’s make it happen together!

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

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-lindsay-blain-creator-of-self-worth-to-wealth-discussing-running-a-business-you-actually-love]]>1481influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-lindsay-blain-creator-of-self-worth-to-wealth-discussing-selling-with-confidence-starts-within--65165186
She became a travel agent while pregnant with her daughter, driven by the dream of staying home with her kids while contributing financially to their family. But like many, she struggled to make it work—juggling motherhood, self-doubt, and the uncertainty of where to start. Everything changed when she discovered a system that transformed her business. In her first year using it, she booked over a million dollars in travel.

Fast forward to today: Her business partner, Kim, and Lindsay built Castle Explorers, a thriving agency with nearly 100 agents, and their business has grown to over $15 million in travel sales. But her true passion? Mentoring and coaching travel agents. Lindsay believes success isn’t just about knowing how to book trips—it’s about confidence, mindset, strategy, and having the right support system.

If you're ready to build a thriving travel business, break past the struggles holding you back, and create the freedom you’ve always dreamed of, she can’t wait to help you get there. Let’s make it happen together!

Learn more: http://www.selfworthtowealth.com/]]>https://api.spreaker.com/episode/65165186Thu, 27 Mar 2025 17:48:58 +0000Mike Saunders, MBALindsay Blain—wife, mom of three, and travel industry mentor living just outside of Memphis, TN.  She became a travel agent while pregnant with her daughter, driven by the dream of staying home with her kids while contributing financially to their...
She became a travel agent while pregnant with her daughter, driven by the dream of staying home with her kids while contributing financially to their family. But like many, she struggled to make it work—juggling motherhood, self-doubt, and the uncertainty of where to start. Everything changed when she discovered a system that transformed her business. In her first year using it, she booked over a million dollars in travel.

Fast forward to today: Her business partner, Kim, and Lindsay built Castle Explorers, a thriving agency with nearly 100 agents, and their business has grown to over $15 million in travel sales. But her true passion? Mentoring and coaching travel agents. Lindsay believes success isn’t just about knowing how to book trips—it’s about confidence, mindset, strategy, and having the right support system.

If you're ready to build a thriving travel business, break past the struggles holding you back, and create the freedom you’ve always dreamed of, she can’t wait to help you get there. Let’s make it happen together!

Learn more: http://www.selfworthtowealth.com/]]>1230influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-lindsay-blain-creator-of-self-worth-to-wealth-discussing-the-power-of-inspired-action--65164757
She became a travel agent while pregnant with her daughter, driven by the dream of staying home with her kids while contributing financially to their family. But like many, she struggled to make it work—juggling motherhood, self-doubt, and the uncertainty of where to start. Everything changed when she discovered a system that transformed her business. In her first year using it, she booked over a million dollars in travel.

Fast forward to today: Her business partner, Kim, and Lindsay built Castle Explorers, a thriving agency with nearly 100 agents, and their business has grown to over $15 million in travel sales. But her true passion? Mentoring and coaching travel agents. Lindsay believes success isn’t just about knowing how to book trips—it’s about confidence, mindset, strategy, and having the right support system.

If you're ready to build a thriving travel business, break past the struggles holding you back, and create the freedom you’ve always dreamed of, she can’t wait to help you get there. Let’s make it happen together!

Learn more: http://www.selfworthtowealth.com/]]>https://api.spreaker.com/episode/65164757Thu, 27 Mar 2025 17:27:15 +0000Mike Saunders, MBALindsay Blain—wife, mom of three, and travel industry mentor living just outside of Memphis, TN.  She became a travel agent while pregnant with her daughter, driven by the dream of staying home with her kids while contributing financially to their...
She became a travel agent while pregnant with her daughter, driven by the dream of staying home with her kids while contributing financially to their family. But like many, she struggled to make it work—juggling motherhood, self-doubt, and the uncertainty of where to start. Everything changed when she discovered a system that transformed her business. In her first year using it, she booked over a million dollars in travel.

Fast forward to today: Her business partner, Kim, and Lindsay built Castle Explorers, a thriving agency with nearly 100 agents, and their business has grown to over $15 million in travel sales. But her true passion? Mentoring and coaching travel agents. Lindsay believes success isn’t just about knowing how to book trips—it’s about confidence, mindset, strategy, and having the right support system.

If you're ready to build a thriving travel business, break past the struggles holding you back, and create the freedom you’ve always dreamed of, she can’t wait to help you get there. Let’s make it happen together!

Learn more: http://www.selfworthtowealth.com/]]>1350influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-steven-michael-england-president-of-capstone-retirement-discussing-retirement-planning-guide--65114602
Learn more: http://www.thewealthlifestyle.com/

This podcast is for informational purposes only and should not be considered legal, health, investment, tax, profession advice. We are not responsible for any losses, damages, or liabilities that may arise from the use of this podcast. This podcast is not intended to replace professional investment, tax, or legal advice. The views expressed in this podcast may not be the views of the host or the management.


Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-steven-michael-england-president-of-capstone-retirement-discussing-retirement-planning-guide]]>https://api.spreaker.com/episode/65114602Tue, 25 Mar 2025 23:07:11 +0000Mike Saunders, MBAFinancial advisor and Retirement Planner since 1982, Best Selling Author of “The Wealth Lifestyle”, honored with numerous industry awards and honors of achievement. I value close business relationships with clients and treat them the way I would want...
Learn more: http://www.thewealthlifestyle.com/

This podcast is for informational purposes only and should not be considered legal, health, investment, tax, profession advice. We are not responsible for any losses, damages, or liabilities that may arise from the use of this podcast. This podcast is not intended to replace professional investment, tax, or legal advice. The views expressed in this podcast may not be the views of the host or the management.


Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-steven-michael-england-president-of-capstone-retirement-discussing-retirement-planning-guide]]>964influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-lindsay-blain-kim-downs-owners-of-castle-explorers-discussing-creating-a-life-you-love-through-travel--64999944
With industry-leading training, mentorship, and exclusive vendor partnerships, we equip our agents with the tools, support, and confidence to thrive in the travel industry. Whether you’re booking dream vacations or growing your own business, Castle Explorers is where passion meets purpose.



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

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-lindsay-blain-kim-downs-owners-of-castle-explorers-discussing-creating-a-life-you-love-through-travel]]>https://api.spreaker.com/episode/64999944Thu, 20 Mar 2025 18:45:41 +0000Mike Saunders, MBACastle Explorers is more than just a travel agency—it’s a community built on passion, connection, and opportunity. Founded by Lindsay and Kim—two moms, business owners, and travel enthusiasts—our mission is to help families and travelers create...
With industry-leading training, mentorship, and exclusive vendor partnerships, we equip our agents with the tools, support, and confidence to thrive in the travel industry. Whether you’re booking dream vacations or growing your own business, Castle Explorers is where passion meets purpose.



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

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-lindsay-blain-kim-downs-owners-of-castle-explorers-discussing-creating-a-life-you-love-through-travel]]>1298influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-christian-brindle-founder-ceo-of-everything-senior-insurance--64992735
He has published multiple books about Medicare, helped countless people with their plans all over the country, and hosts the extremely popular “Everything Medicare Podcast!”.

Christian has been a top producer with multiple insurance companies, has built an agency with multi-thousands of clients, mentors thousands of agents all over the country, and is the creator of The Seven Figure Medicare Agent Facebook group and brand.

Christian believes that understanding your choices is extremely important in making a good decision with your Medicare. Christian is also a father and loving husband.

Learn more: https://eseniorinsurance.com

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-christian-brindle-founder-ceo-of-everything-senior-insurance]]>https://api.spreaker.com/episode/64992735Thu, 20 Mar 2025 11:43:11 +0000Mike Saunders, MBAChristian Brindle is the founder and CEO of Everything Senior Insurance (formally known as Christian Brindle Insurance Services) and a nationally recognized expert in the field. He has published multiple books about Medicare, helped countless people...
He has published multiple books about Medicare, helped countless people with their plans all over the country, and hosts the extremely popular “Everything Medicare Podcast!”.

Christian has been a top producer with multiple insurance companies, has built an agency with multi-thousands of clients, mentors thousands of agents all over the country, and is the creator of The Seven Figure Medicare Agent Facebook group and brand.

Christian believes that understanding your choices is extremely important in making a good decision with your Medicare. Christian is also a father and loving husband.

Learn more: https://eseniorinsurance.com

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-christian-brindle-founder-ceo-of-everything-senior-insurance]]>1411influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-lindsay-blain-kim-downs-owners-of-castle-explorers-discussing-the-travel-business--64992656
With industry-leading training, mentorship, and exclusive vendor partnerships, we equip our agents with the tools, support, and confidence to thrive in the travel industry. Whether you’re booking dream vacations or growing your own business, Castle Explorers is where passion meets purpose.

Lean more: http://www.castleexplorerstravel.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-lindsay-blain-kim-downs-owners-of-castle-explorers-discussing-the-travel-business]]>https://api.spreaker.com/episode/64992656Thu, 20 Mar 2025 11:34:33 +0000Mike Saunders, MBACastle Explorers is more than just a travel agency—it’s a community built on passion, connection, and opportunity. Founded by Lindsay and Kim—two moms, business owners, and travel enthusiasts—our mission is to help families and travelers create...
With industry-leading training, mentorship, and exclusive vendor partnerships, we equip our agents with the tools, support, and confidence to thrive in the travel industry. Whether you’re booking dream vacations or growing your own business, Castle Explorers is where passion meets purpose.

Lean more: http://www.castleexplorerstravel.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-lindsay-blain-kim-downs-owners-of-castle-explorers-discussing-the-travel-business]]>1254influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-danny-favreau-with-one-less-worry-discussing-pension-tension-for-teachers--64975917
Danny’s career spans a range of challenging roles, from field underwriter to account executive, financial advisor, and now business owner. Each position has refined his financial expertise and deepened his industry insights. With a National Social Security Advisor certification, Danny is equipped to address Social Security-related needs, including optimization strategies to maximize benefits.

Throughout his career, Danny has demonstrated a commitment to professional growth, expanding his financial acumen through continuous education and leadership roles within top-tier organizations. His clients and colleagues alike value his integrity, his attention to detail, and his ability to consistently deliver exceptional results.

Learn More: https://www.onelessworry.co/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-danny-favreau-with-one-less-worry-discussing-pension-tension-for-teachers]]>https://api.spreaker.com/episode/64975917Wed, 19 Mar 2025 15:00:45 +0000Mike Saunders, MBADanny Favreau is a knowledgeable, detail-oriented leader with nearly 17 years of experience in the dynamic financial industry. As the owner of One Less Worry, Danny has become a trusted authority in pension and retirement planning, providing Federal...
Danny’s career spans a range of challenging roles, from field underwriter to account executive, financial advisor, and now business owner. Each position has refined his financial expertise and deepened his industry insights. With a National Social Security Advisor certification, Danny is equipped to address Social Security-related needs, including optimization strategies to maximize benefits.

Throughout his career, Danny has demonstrated a commitment to professional growth, expanding his financial acumen through continuous education and leadership roles within top-tier organizations. His clients and colleagues alike value his integrity, his attention to detail, and his ability to consistently deliver exceptional results.

Learn More: https://www.onelessworry.co/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-danny-favreau-with-one-less-worry-discussing-pension-tension-for-teachers]]>934influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-lindsay-blain-kim-downs-owners-of-castle-explorers-discussing-the-power-of-travel-agents--64957058
With industry-leading training, mentorship, and exclusive vendor partnerships, we equip our agents with the tools, support, and confidence to thrive in the travel industry. Whether you’re booking dream vacations or growing your own business, Castle Explorers is where passion meets purpose.

Lean more: http://www.castleexplorerstravel.com/



Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-lindsay-blain-kim-downs-owners-of-castle-explorers-discussing-the-power-of-travel-agents]]>https://api.spreaker.com/episode/64957058Tue, 18 Mar 2025 15:45:10 +0000Mike Saunders, MBACastle Explorers is more than just a travel agency—it’s a community built on passion, connection, and opportunity. Founded by Lindsay and Kim—two moms, business owners, and travel enthusiasts—our mission is to help families and travelers create...
With industry-leading training, mentorship, and exclusive vendor partnerships, we equip our agents with the tools, support, and confidence to thrive in the travel industry. Whether you’re booking dream vacations or growing your own business, Castle Explorers is where passion meets purpose.

Lean more: http://www.castleexplorerstravel.com/



Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-lindsay-blain-kim-downs-owners-of-castle-explorers-discussing-the-power-of-travel-agents]]>1242influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-erich-castillo-founder-of-cornerstone-wealth-management-building-a-reliable-retirement-income-plan-part-2--64886511
Originally from San Francisco, he has traveled and lived all around the world, eventually landing in Lexington, Kentucky. While earning a Bachelor’s degree in both Finance and Education at the University of Kentucky, Erich had the opportunity to work as an athletic trainer for several sports teams at the University of Kentucky, where he met Emily, his wife, and mother of his two sons, Brandon and Carson. Though Erich has an accomplished career, his greatest treasure is his beautiful family. Erich met his wife, Emily, at the University of Kentucky.

Learn more: http://www.retirewithcwm.com/ – http://kentuckyretirementpros.com/

Investment Advisory Services offered through Southland Equity Partners, LLC an SEC Registered Investment Advisor.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-erich-castillo-founder-of-cornerstone-wealth-management-building-a-reliable-retirement-income-plan-part-2]]>https://api.spreaker.com/episode/64886511Fri, 14 Mar 2025 17:49:29 +0000Mike Saunders, MBAErich Castillo is the founder of Cornerstone Wealth Management established in 2004. He began his professional career in 1997 at American Express Financial Advisors, achieving numerous accolades and awards. Erich is currently an Investment Advisory...
Originally from San Francisco, he has traveled and lived all around the world, eventually landing in Lexington, Kentucky. While earning a Bachelor’s degree in both Finance and Education at the University of Kentucky, Erich had the opportunity to work as an athletic trainer for several sports teams at the University of Kentucky, where he met Emily, his wife, and mother of his two sons, Brandon and Carson. Though Erich has an accomplished career, his greatest treasure is his beautiful family. Erich met his wife, Emily, at the University of Kentucky.

Learn more: http://www.retirewithcwm.com/ – http://kentuckyretirementpros.com/

Investment Advisory Services offered through Southland Equity Partners, LLC an SEC Registered Investment Advisor.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-erich-castillo-founder-of-cornerstone-wealth-management-building-a-reliable-retirement-income-plan-part-2]]>1019influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-mohamed-ahmed-author-of-inside-out-entrepreneurship--64843873
Learn more: https://mohamedfahmed.com or https://boundlessfounder.co/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-mohamed-ahmed-author-of-inside-out-entrepreneurship]]>https://api.spreaker.com/episode/64843873Wed, 12 Mar 2025 18:23:41 +0000Mike Saunders, MBAMohamed “Mo” Ahmed is a dynamic serial entrepreneur and product visionary with over 20 years in AI and cloud computing. Known for his expertise in building and scaling companies, Mo has achieved multiple successful exits with 7x markups, a testament...
Learn more: https://mohamedfahmed.com or https://boundlessfounder.co/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-mohamed-ahmed-author-of-inside-out-entrepreneurship]]>1267influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-dave-wolcott-founder-and-ceo-of-pantheon-investments--64843694
A serial entrepreneur at heart, Dave spent the next 20 years building several businesses, investing in alternative assets, and creating The Pantheon Holistic Wealth Strategy: the playbook to becoming ultra-wealthy and having not only freedom of money, but freedom of purpose, time, and relationship. Today, Dave is the Founder and CEO of Pantheon Investments and is more passionate than ever about helping entrepreneurs build wealth by passively investing in superior real estate and alternative assets that provide predictable cash flow, tax efficiency, and upside potential as a reliable alternative to the volatility of the stock market.

Dave is the author of “The Holistic Wealth Strategy”, A Framework for Building Real Wealth and Living an Extraordinary Life, and is also the host of the top-rated “Wealth Strategy Secrets of the Ultra-Wealthy” podcast.

Learn more: https://pantheoninvest.com/
Grab a free book at http://www.holisticwealthstrategy.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-dave-wolcott-founder-and-ceo-of-pantheon-investments]]>https://api.spreaker.com/episode/64843694Wed, 12 Mar 2025 18:16:55 +0000Mike Saunders, MBADave Wolcott started his career serving the country as a Captain in the Marine Corps. In 2000 he and his wife won the baby lottery by having triplets which inspired him to challenge the traditional financial planning advice of Wall Street. He then...
A serial entrepreneur at heart, Dave spent the next 20 years building several businesses, investing in alternative assets, and creating The Pantheon Holistic Wealth Strategy: the playbook to becoming ultra-wealthy and having not only freedom of money, but freedom of purpose, time, and relationship. Today, Dave is the Founder and CEO of Pantheon Investments and is more passionate than ever about helping entrepreneurs build wealth by passively investing in superior real estate and alternative assets that provide predictable cash flow, tax efficiency, and upside potential as a reliable alternative to the volatility of the stock market.

Dave is the author of “The Holistic Wealth Strategy”, A Framework for Building Real Wealth and Living an Extraordinary Life, and is also the host of the top-rated “Wealth Strategy Secrets of the Ultra-Wealthy” podcast.

Learn more: https://pantheoninvest.com/
Grab a free book at http://www.holisticwealthstrategy.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-dave-wolcott-founder-and-ceo-of-pantheon-investments]]>1299influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-joe-rando-founder-and-ceo-of-lifestarr--64843526
Learn more: http://www.lifestarr.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-joe-rando-founder-and-ceo-of-lifestarr]]>https://api.spreaker.com/episode/64843526Wed, 12 Mar 2025 18:09:14 +0000Mike Saunders, MBAJoe Rando is the Founder and CEO of LifeStarr, a platform dedicated to empowering solopreneurs. With a background in B.S. in physics and an MBA, Joe has a rich history of launching successful ventures in technology and real estate. He lives in...
Learn more: http://www.lifestarr.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-joe-rando-founder-and-ceo-of-lifestarr]]>1262influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-olivia-luper-founder-of-lexicon-advisor-marketing--64797064
She graduated from Florida Atlantic University in 2016 with her Master of Arts in English, where she concentrated on American Modern and Postmodern Literature. Her favorite books are LOLITA by Vladimir Nabokov and THE CRYING OF LOT 49 by Thomas Pynchon. She is also an aspiring memoirist and published poet. She began writing website content in 2013 while finishing her undergraduate studies.

Olivia lives in South Florida with her three exceptional children–Nola, Shiloh, and Roman. Olivia enjoys IFBB Professional bodybuilding, growing as an entrepreneur, and spending time at the beach with her family. She is also a huge foodie and loves trying out new local restaurants!

Learn more: http://lexiconadvisormarketing.com/interview-with-olivia-luper-founder-of-lexicon-advisor-marketing

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/]]>https://api.spreaker.com/episode/64797064Mon, 10 Mar 2025 21:38:18 +0000Mike Saunders, MBAOlivia Luper founded Lexicon Advisor Marketing in 2018 with the desire to assist financial advisors grow their businesses by disseminating well-written, compelling content backed by the systems needed to generate new business online. She graduated...
She graduated from Florida Atlantic University in 2016 with her Master of Arts in English, where she concentrated on American Modern and Postmodern Literature. Her favorite books are LOLITA by Vladimir Nabokov and THE CRYING OF LOT 49 by Thomas Pynchon. She is also an aspiring memoirist and published poet. She began writing website content in 2013 while finishing her undergraduate studies.

Olivia lives in South Florida with her three exceptional children–Nola, Shiloh, and Roman. Olivia enjoys IFBB Professional bodybuilding, growing as an entrepreneur, and spending time at the beach with her family. She is also a huge foodie and loves trying out new local restaurants!

Learn more: http://lexiconadvisormarketing.com/interview-with-olivia-luper-founder-of-lexicon-advisor-marketing

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/]]>1522influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-erich-castillo-founder-of-cornerstone-wealth-management-building-a-reliable-retirement-income-plan-part-1--64796636
Originally from San Francisco, he has traveled and lived all around the world, eventually landing in Lexington, Kentucky. While earning a Bachelor’s degree in both Finance and Education at the University of Kentucky, Erich had the opportunity to work as an athletic trainer for several sports teams at the University of Kentucky, where he met Emily, his wife, and mother of his two sons, Brandon and Carson. Though Erich has an accomplished career, his greatest treasure is his beautiful family. Erich met his wife, Emily, at the University of Kentucky.

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

Investment Advisory Services offered through Southland Equity Partners, LLC an SEC Registered Investment Advisor.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-erich-castillo-founder-of-cornerstone-wealth-management-building-a-reliable-retirement-income-plan-part-1]]>https://api.spreaker.com/episode/64796636Mon, 10 Mar 2025 21:31:52 +0000Mike Saunders, MBAErich Castillo is the founder of Cornerstone Wealth Management established in 2004. He began his professional career in 1997 at American Express Financial Advisors, achieving numerous accolades and awards. Erich is currently an Investment Advisory...
Originally from San Francisco, he has traveled and lived all around the world, eventually landing in Lexington, Kentucky. While earning a Bachelor’s degree in both Finance and Education at the University of Kentucky, Erich had the opportunity to work as an athletic trainer for several sports teams at the University of Kentucky, where he met Emily, his wife, and mother of his two sons, Brandon and Carson. Though Erich has an accomplished career, his greatest treasure is his beautiful family. Erich met his wife, Emily, at the University of Kentucky.

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

Investment Advisory Services offered through Southland Equity Partners, LLC an SEC Registered Investment Advisor.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-erich-castillo-founder-of-cornerstone-wealth-management-building-a-reliable-retirement-income-plan-part-1]]>1154influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-dan-hill-cfp-aif-ceo-founder-hill-wealth-strategies-discussing-tax-free-retirement-solutions--64796521
Dan is a Co-Author of the Amazon # 1 bestseller Retire Like a Shark, with Kevin Harrington, the original ‘Shark’ from hit TV show Shark Tank.

In his recent book release, Retire Abundantly, Dan explains how to separate facts from fiction in our dramatically changing retirement landscape. He’ll provide answers to some of your biggest questions, and answers to questions most of us do not even know to ask.

As President of Hill Wealth Strategies, Dan and his team, using the Predictable Personal Pension Process, have been providing families and businesses with innovative financial strategies, solutions and planning leading to financial clarity and security since 1998.

Dan, and his wife, Susan, reside in Williamsburg, VA. Their oldest son, Derek, and younger son, Brett, and his wife, Sarah live in Richmond, VA with their two-year-old daughter, Landon. Dan has been an active member of the community with his involvement in Youth League and American Legion Post 39 baseball as a coach for twenty-seven years.

Dan can be reached at (833) DAN HILL
Learn more: https://hillwealthstrategies.com/

This content is developed from sources believed to be accurate and complete; however, no guarantee can or is given for such accuracy or completeness. Nor is the information in this material intended as tax or legal advice. Please consult your own legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale, or the solicitation of such an offer, of any security, insurance product, or annuity in any jurisdiction in which the persons represented on this site are not appropriate licensed, registered, appointed, or otherwise qualified by law and regulation to make or solicit such purchases and sales. Logos as displayed herein are not intended to imply any endorsement by the owners of such logos of Hill Wealth Strategies. All written content on this site is for information purposes only. Opinions expressed herein are solely those of Hill Wealth Strategies and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Fee-based financial planning and investment advisory services are offered by Hill Wealth Strategies a Registered Investment Advisor in the State of Virginia. Insurance products and services are offered through D. R. Hill & Associates, Inc. Hill Wealth Strategies and D. R. Hill & Associates, Inc. are affiliated companies. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of Virginia or where otherwise legally permitted. Hill Wealth Strategies/D. R. Hill & Associates, Inc. and Daniel Hill are not affiliated with or endorsed by the Social Security Administration or any other government agency. This content is for informational purposes only and should not be used to make any financial decisions. Unauthorized use of the material is prohibited.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-dan-hill-cfp-aif-ceo-founder-hill-wealth-strategies-discussing-tax-free-retirement-solutions]]>https://api.spreaker.com/episode/64796521Mon, 10 Mar 2025 21:21:23 +0000Mike Saunders, MBADan Hill CFP®, AIF®, is a recognized Financial Educator, Best-Selling Author, Speaker, and Retirement Specialist who appears as a financial expert on CBS-Richmond’s Virginia This Morning and has contributed to USA Today, Wall Street Journal, Forbes,...
Dan is a Co-Author of the Amazon # 1 bestseller Retire Like a Shark, with Kevin Harrington, the original ‘Shark’ from hit TV show Shark Tank.

In his recent book release, Retire Abundantly, Dan explains how to separate facts from fiction in our dramatically changing retirement landscape. He’ll provide answers to some of your biggest questions, and answers to questions most of us do not even know to ask.

As President of Hill Wealth Strategies, Dan and his team, using the Predictable Personal Pension Process, have been providing families and businesses with innovative financial strategies, solutions and planning leading to financial clarity and security since 1998.

Dan, and his wife, Susan, reside in Williamsburg, VA. Their oldest son, Derek, and younger son, Brett, and his wife, Sarah live in Richmond, VA with their two-year-old daughter, Landon. Dan has been an active member of the community with his involvement in Youth League and American Legion Post 39 baseball as a coach for twenty-seven years.

Dan can be reached at (833) DAN HILL
Learn more: https://hillwealthstrategies.com/

This content is developed from sources believed to be accurate and complete; however, no guarantee can or is given for such accuracy or completeness. Nor is the information in this material intended as tax or legal advice. Please consult your own legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale, or the solicitation of such an offer, of any security, insurance product, or annuity in any jurisdiction in which the persons represented on this site are not appropriate licensed, registered, appointed, or otherwise qualified by law and regulation to make or solicit such purchases and sales. Logos as displayed herein are not intended to imply any endorsement by the owners of such logos of Hill Wealth Strategies. All written content on this site is for information purposes only. Opinions expressed herein are solely those of Hill Wealth Strategies and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Fee-based financial planning and investment advisory services are offered by Hill Wealth Strategies a Registered Investment Advisor in the State of Virginia. Insurance products and services are offered through D. R. Hill & Associates, Inc. Hill Wealth Strategies and D. R. Hill & Associates, Inc. are affiliated companies. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of Virginia or where otherwise legally permitted. Hill Wealth Strategies/D. R. Hill & Associates, Inc. and Daniel Hill are not affiliated with or endorsed by the Social Security Administration or any other government agency. This content is for informational purposes only and should not be used to make any financial decisions. Unauthorized use of the material is prohibited.

Influential Entrepreneurs with Mike Saunders
fullhttps://www.spreaker.com/episode/interview-with-erich-castillo-founder-of-cornerstone-wealth-management-transitioning-from-accumulation-to-income-generation--64787578
Originally from San Francisco, he has traveled and lived all around the world, eventually landing in Lexington, Kentucky. While earning a Bachelor’s degree in both Finance and Education at the University of Kentucky, Erich had the opportunity to work as an athletic trainer for several sports teams at the University of Kentucky, where he met Emily, his wife, and mother of his two sons, Brandon and Carson. Though Erich has an accomplished career, his greatest treasure is his beautiful family. Erich met his wife, Emily, at the University of Kentucky.

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

Investment Advisory Services offered through Southland Equity Partners, LLC an SEC Registered Investment Advisor.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-erich-castillo-founder-of-cornerstone-wealth-management-transitioning-from-accumulation-to-income-generation]]>https://api.spreaker.com/episode/64787578Mon, 10 Mar 2025 11:48:54 +0000Mike Saunders, MBAErich Castillo is the founder of Cornerstone Wealth Management established in 2004. He began his professional career in 1997 at American Express Financial Advisors, achieving numerous accolades and awards. Erich is currently an Investment Advisory...
Originally from San Francisco, he has traveled and lived all around the world, eventually landing in Lexington, Kentucky. While earning a Bachelor’s degree in both Finance and Education at the University of Kentucky, Erich had the opportunity to work as an athletic trainer for several sports teams at the University of Kentucky, where he met Emily, his wife, and mother of his two sons, Brandon and Carson. Though Erich has an accomplished career, his greatest treasure is his beautiful family. Erich met his wife, Emily, at the University of Kentucky.

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

Investment Advisory Services offered through Southland Equity Partners, LLC an SEC Registered Investment Advisor.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-erich-castillo-founder-of-cornerstone-wealth-management-transitioning-from-accumulation-to-income-generation]]>1238influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-dan-hill-cfp-aif-ceo-founder-hill-wealth-strategies-discussing-portfolio-asset-allocation--64746514
Dan is a Co-Author of the Amazon # 1 bestseller Retire Like a Shark, with Kevin Harrington, the original ‘Shark’ from hit TV show Shark Tank.

In his recent book release, Retire Abundantly, Dan explains how to separate facts from fiction in our dramatically changing retirement landscape. He’ll provide answers to some of your biggest questions, and answers to questions most of us do not even know to ask.

As President of Hill Wealth Strategies, Dan and his team, using the Predictable Personal Pension Process, have been providing families and businesses with innovative financial strategies, solutions and planning leading to financial clarity and security since 1998.

Dan, and his wife, Susan, reside in Williamsburg, VA. Their oldest son, Derek, and younger son, Brett, and his wife, Sarah live in Richmond, VA with their two-year-old daughter, Landon. Dan has been an active member of the community with his involvement in Youth League and American Legion Post 39 baseball as a coach for twenty-seven years.

Dan can be reached at (833) DAN HILL
Learn more: https://hillwealthstrategies.com/

This content is developed from sources believed to be accurate and complete; however, no guarantee can or is given for such accuracy or completeness. Nor is the information in this material intended as tax or legal advice. Please consult your own legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale, or the solicitation of such an offer, of any security, insurance product, or annuity in any jurisdiction in which the persons represented on this site are not appropriate licensed, registered, appointed, or otherwise qualified by law and regulation to make or solicit such purchases and sales. Logos as displayed herein are not intended to imply any endorsement by the owners of such logos of Hill Wealth Strategies. All written content on this site is for information purposes only. Opinions expressed herein are solely those of Hill Wealth Strategies and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Fee-based financial planning and investment advisory services are offered by Hill Wealth Strategies a Registered Investment Advisor in the State of Virginia. Insurance products and services are offered through D. R. Hill & Associates, Inc. Hill Wealth Strategies and D. R. Hill & Associates, Inc. are affiliated companies. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of Virginia or where otherwise legally permitted. Hill Wealth Strategies/D. R. Hill & Associates, Inc. and Daniel Hill are not affiliated with or endorsed by the Social Security Administration or any other government agency. This content is for informational purposes only and should not be used to make any financial decisions. Unauthorized use of the material is prohibited.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-dan-hill-cfp-aif-ceo-founder-hill-wealth-strategies-discussing-portfolio-asset-allocation]]>https://api.spreaker.com/episode/64746514Fri, 07 Mar 2025 11:34:26 +0000Mike Saunders, MBADan Hill CFP®, AIF®, is a recognized Financial Educator, Best-Selling Author, Speaker, and Retirement Specialist who appears as a financial expert on CBS-Richmond’s Virginia This Morning and has contributed to USA Today, Wall Street Journal, Forbes,...
Dan is a Co-Author of the Amazon # 1 bestseller Retire Like a Shark, with Kevin Harrington, the original ‘Shark’ from hit TV show Shark Tank.

In his recent book release, Retire Abundantly, Dan explains how to separate facts from fiction in our dramatically changing retirement landscape. He’ll provide answers to some of your biggest questions, and answers to questions most of us do not even know to ask.

As President of Hill Wealth Strategies, Dan and his team, using the Predictable Personal Pension Process, have been providing families and businesses with innovative financial strategies, solutions and planning leading to financial clarity and security since 1998.

Dan, and his wife, Susan, reside in Williamsburg, VA. Their oldest son, Derek, and younger son, Brett, and his wife, Sarah live in Richmond, VA with their two-year-old daughter, Landon. Dan has been an active member of the community with his involvement in Youth League and American Legion Post 39 baseball as a coach for twenty-seven years.

Dan can be reached at (833) DAN HILL
Learn more: https://hillwealthstrategies.com/

This content is developed from sources believed to be accurate and complete; however, no guarantee can or is given for such accuracy or completeness. Nor is the information in this material intended as tax or legal advice. Please consult your own legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale, or the solicitation of such an offer, of any security, insurance product, or annuity in any jurisdiction in which the persons represented on this site are not appropriate licensed, registered, appointed, or otherwise qualified by law and regulation to make or solicit such purchases and sales. Logos as displayed herein are not intended to imply any endorsement by the owners of such logos of Hill Wealth Strategies. All written content on this site is for information purposes only. Opinions expressed herein are solely those of Hill Wealth Strategies and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Fee-based financial planning and investment advisory services are offered by Hill Wealth Strategies a Registered Investment Advisor in the State of Virginia. Insurance products and services are offered through D. R. Hill & Associates, Inc. Hill Wealth Strategies and D. R. Hill & Associates, Inc. are affiliated companies. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of Virginia or where otherwise legally permitted. Hill Wealth Strategies/D. R. Hill & Associates, Inc. and Daniel Hill are not affiliated with or endorsed by the Social Security Administration or any other government agency. This content is for informational purposes only and should not be used to make any financial decisions. Unauthorized use of the material is prohibited.

Influential Entrepreneurs with Mike Saunders
fullhttps://www.spreaker.com/episode/interview-with-dan-hill-cfp-aif-ceo-founder-hill-wealth-strategies-discussing-social-security-strategies--64734573
Dan is a Co-Author of the Amazon # 1 bestseller Retire Like a Shark, with Kevin Harrington, the original ‘Shark’ from hit TV show Shark Tank.

In his recent book release, Retire Abundantly, Dan explains how to separate facts from fiction in our dramatically changing retirement landscape. He’ll provide answers to some of your biggest questions, and answers to questions most of us do not even know to ask.

As President of Hill Wealth Strategies, Dan and his team, using the Predictable Personal Pension Process, have been providing families and businesses with innovative financial strategies, solutions and planning leading to financial clarity and security since 1998.

Dan, and his wife, Susan, reside in Williamsburg, VA. Their oldest son, Derek, and younger son, Brett, and his wife, Sarah live in Richmond, VA with their two-year-old daughter, Landon. Dan has been an active member of the community with his involvement in Youth League and American Legion Post 39 baseball as a coach for twenty-seven years.

Dan can be reached at (833) DAN HILL
Learn more: https://hillwealthstrategies.com/

This content is developed from sources believed to be accurate and complete; however, no guarantee can or is given for such accuracy or completeness. Nor is the information in this material intended as tax or legal advice. Please consult your own legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale, or the solicitation of such an offer, of any security, insurance product, or annuity in any jurisdiction in which the persons represented on this site are not appropriate licensed, registered, appointed, or otherwise qualified by law and regulation to make or solicit such purchases and sales. Logos as displayed herein are not intended to imply any endorsement by the owners of such logos of Hill Wealth Strategies. All written content on this site is for information purposes only. Opinions expressed herein are solely those of Hill Wealth Strategies and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Fee-based financial planning and investment advisory services are offered by Hill Wealth Strategies a Registered Investment Advisor in the State of Virginia. Insurance products and services are offered through D. R. Hill & Associates, Inc. Hill Wealth Strategies and D. R. Hill & Associates, Inc. are affiliated companies. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of Virginia or where otherwise legally permitted. Hill Wealth Strategies/D. R. Hill & Associates, Inc. and Daniel Hill are not affiliated with or endorsed by the Social Security Administration or any other government agency. This content is for informational purposes only and should not be used to make any financial decisions. Unauthorized use of the material is prohibited.


Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-dan-hill-cfp-aif-ceo-founder-hill-wealth-strategies-discussing-social-security-strategies]]>https://api.spreaker.com/episode/64734573Thu, 06 Mar 2025 18:07:17 +0000Mike Saunders, MBADan Hill CFP®, AIF®, is a recognized Financial Educator, Best-Selling Author, Speaker, and Retirement Specialist who appears as a financial expert on CBS-Richmond’s Virginia This Morning and has contributed to USA Today, Wall Street Journal, Forbes,...
Dan is a Co-Author of the Amazon # 1 bestseller Retire Like a Shark, with Kevin Harrington, the original ‘Shark’ from hit TV show Shark Tank.

In his recent book release, Retire Abundantly, Dan explains how to separate facts from fiction in our dramatically changing retirement landscape. He’ll provide answers to some of your biggest questions, and answers to questions most of us do not even know to ask.

As President of Hill Wealth Strategies, Dan and his team, using the Predictable Personal Pension Process, have been providing families and businesses with innovative financial strategies, solutions and planning leading to financial clarity and security since 1998.

Dan, and his wife, Susan, reside in Williamsburg, VA. Their oldest son, Derek, and younger son, Brett, and his wife, Sarah live in Richmond, VA with their two-year-old daughter, Landon. Dan has been an active member of the community with his involvement in Youth League and American Legion Post 39 baseball as a coach for twenty-seven years.

Dan can be reached at (833) DAN HILL
Learn more: https://hillwealthstrategies.com/

This content is developed from sources believed to be accurate and complete; however, no guarantee can or is given for such accuracy or completeness. Nor is the information in this material intended as tax or legal advice. Please consult your own legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale, or the solicitation of such an offer, of any security, insurance product, or annuity in any jurisdiction in which the persons represented on this site are not appropriate licensed, registered, appointed, or otherwise qualified by law and regulation to make or solicit such purchases and sales. Logos as displayed herein are not intended to imply any endorsement by the owners of such logos of Hill Wealth Strategies. All written content on this site is for information purposes only. Opinions expressed herein are solely those of Hill Wealth Strategies and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Fee-based financial planning and investment advisory services are offered by Hill Wealth Strategies a Registered Investment Advisor in the State of Virginia. Insurance products and services are offered through D. R. Hill & Associates, Inc. Hill Wealth Strategies and D. R. Hill & Associates, Inc. are affiliated companies. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of Virginia or where otherwise legally permitted. Hill Wealth Strategies/D. R. Hill & Associates, Inc. and Daniel Hill are not affiliated with or endorsed by the Social Security Administration or any other government agency. This content is for informational purposes only and should not be used to make any financial decisions. Unauthorized use of the material is prohibited.


Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: 1469influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-shawn-maloney-founder-ceo-of-retire-wise--64685647
Learn more: http://www.retirewisepro.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-shawn-maloney-founder-ceo-of-retire-wise]]>https://api.spreaker.com/episode/64685647Tue, 04 Mar 2025 04:05:05 +0000Mike Saunders, MBAShawn Maloney, is a certified retirement planner, fiduciary, national bestselling author, and the owner and CEO of Retire Wise, LLC. With over twenty years of experience and a passion for helping people be ready for retirement and retire happy, He has...
Learn more: http://www.retirewisepro.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-shawn-maloney-founder-ceo-of-retire-wise]]>1103influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-david-price-ceo-and-founder-of-the-price-group--64685565
Learn more: https://tpglife.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-david-price-ceo-and-founder-of-the-price-group]]>https://api.spreaker.com/episode/64685565Tue, 04 Mar 2025 03:58:43 +0000Mike Saunders, MBADavid Price is the CEO and Founder of The Price Group, an insurance agency excelling in Final Expense Life Insurance. Since entering the industry in 2018, David has become one of the fastest millionaires in the field, achieving this within 36 months...
Learn more: https://tpglife.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-david-price-ceo-and-founder-of-the-price-group]]>1320influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-chuck-deladurantey-discussing-premium-finance-life-insurance--64440501
Learn more: http://www.privatefamilybanking.com/chuck-deladurantey

All content is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-chuck-deladurantey-discussing-premium-finance-life-insurance]]>https://api.spreaker.com/episode/64440501Tue, 18 Feb 2025 21:44:03 +0000Mike Saunders, MBAMr. DeLadurantey has provided consulting services to several verticals, including manufacturing, healthcare, and supply chain firms. In 2019, he became a. His mission is to help individuals and businesses understand the options for wealth building,...
Learn more: http://www.privatefamilybanking.com/chuck-deladurantey

All content is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-chuck-deladurantey-discussing-premium-finance-life-insurance]]>1311influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-chuck-deladurantey-discussing-annuities-for-those-in-pre-retirement--64378943
Learn more: http://www.privatefamilybanking.com/chuck-deladurantey

All content is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-chuck-deladurantey-discussing-annuities-for-those-in-pre-retirement]]>https://api.spreaker.com/episode/64378943Fri, 14 Feb 2025 15:57:00 +0000Mike Saunders, MBAMr. DeLadurantey has provided consulting services to several verticals, including manufacturing, healthcare, and supply chain firms. In 2019, he became a. His mission is to help individuals and businesses understand the options for wealth building,...
Learn more: http://www.privatefamilybanking.com/chuck-deladurantey

All content is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-chuck-deladurantey-discussing-annuities-for-those-in-pre-retirement]]>1215influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-joseph-lukacs-financial-advisor-coach-and-founder-of-the-magellan-network--64378804
He believes in sharing what he knows. That’s why he is offering his best strategies, tools, templates, and masterclasses as a coaching collaboration with firms and organizations.

What do you and your organization get by partnering? You and your organization get to tap into over 30 years of coaching experience. In that time he has completed over 50,000 individual coaching sessions. Those sessions have resulted in adding more than $50 billion in new AUM and over $500 million in extra revenue. If you’re looking to improve your advisor’s strategic planning, marketing execution, team leadership, or just about any aspect of running a successful financial advisory practice, you’re in the right place.

Learn more: http://www.coachjoe.guru/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-joseph-lukacs-financial-advisor-coach-and-founder-of-the-magellan-network]]>https://api.spreaker.com/episode/64378804Fri, 14 Feb 2025 15:43:50 +0000Mike Saunders, MBASince 1994, Joe Lukacs has coached only financial advisors, working with over 2,500 financial advisors and teams. He believes in sharing what he knows. That’s why he is offering his best strategies, tools, templates, and masterclasses as a coaching...
He believes in sharing what he knows. That’s why he is offering his best strategies, tools, templates, and masterclasses as a coaching collaboration with firms and organizations.

What do you and your organization get by partnering? You and your organization get to tap into over 30 years of coaching experience. In that time he has completed over 50,000 individual coaching sessions. Those sessions have resulted in adding more than $50 billion in new AUM and over $500 million in extra revenue. If you’re looking to improve your advisor’s strategic planning, marketing execution, team leadership, or just about any aspect of running a successful financial advisory practice, you’re in the right place.

Learn more: http://www.coachjoe.guru/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-joseph-lukacs-financial-advisor-coach-and-founder-of-the-magellan-network]]>1557influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-darryl-and-alicia-pryor-with-dna-financial-associates-discussing-the-intersection-of-gender-and-retirement-planning--64358495
His true passion however has always been in helping others pursue financial, personal, and professional success. This passion is fueled by the recognition that any success he has achieved in life has been through the support and mentorship of family, friends, and close associates. Although he is “just a common, hardworking ordinary guy” who like most has experienced life’s “ups” and “downs,” He attributes the successes he has had to the advice and guidance of those who have poured into me financially, personally, and professionally. It is this level of commitment He will pour into you.

He has been in the financial services business for 13+ years, working primarily with families and business owners. He uses a unique approach that helps people find money they’re currently transferring away unknowingly and unnecessarily.

Below are a few of the areas he enjoys coaching and advising individuals and small businesses with by offering creative and customizable 360-degree solutions tailored to fit their needs:

Retirement planning
Wealth Management
College planning
Accounting/Bookkeeping
Tax planning and consultation
Income tax resolution with IRS and State
Personal/Business insurance consultation and product selection

Learn more: https://www.dnafinancialassociates.com/

Podcast Disclaimer
This podcast is for informational and educational purposes only and should not be considered financial, legal, or tax advice. The views and opinions shared by the host and any guests are theirs alone and do not necessarily reflect those of any organization. All investments carry risks, and past performance is not a guarantee of future results. Before making any financial decisions or implementing any strategy discussed, please consult a qualified professional who can address your specific situation. The content in this podcast is not a solicitation nor an offer to buy or sell any financial products or services.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-darryl-and-alicia-pryor-with-dna-financial-associates-discussing-the-intersection-of-gender-and-retirement-planning]]>https://api.spreaker.com/episode/64358495Thu, 13 Feb 2025 13:55:26 +0000Mike Saunders, MBAThis is Darryl. As a financial well-being strategist, His goal is to remove the complexity of financial planning by provide coaching and mentorship, accountability, and a “let’s get it done” mindset which he gained through years of self-less service...
His true passion however has always been in helping others pursue financial, personal, and professional success. This passion is fueled by the recognition that any success he has achieved in life has been through the support and mentorship of family, friends, and close associates. Although he is “just a common, hardworking ordinary guy” who like most has experienced life’s “ups” and “downs,” He attributes the successes he has had to the advice and guidance of those who have poured into me financially, personally, and professionally. It is this level of commitment He will pour into you.

He has been in the financial services business for 13+ years, working primarily with families and business owners. He uses a unique approach that helps people find money they’re currently transferring away unknowingly and unnecessarily.

Below are a few of the areas he enjoys coaching and advising individuals and small businesses with by offering creative and customizable 360-degree solutions tailored to fit their needs:

Retirement planning
Wealth Management
College planning
Accounting/Bookkeeping
Tax planning and consultation
Income tax resolution with IRS and State
Personal/Business insurance consultation and product selection

Learn more: https://www.dnafinancialassociates.com/

Podcast Disclaimer
This podcast is for informational and educational purposes only and should not be considered financial, legal, or tax advice. The views and opinions shared by the host and any guests are theirs alone and do not necessarily reflect those of any organization. All investments carry risks, and past performance is not a guarantee of future results. Before making any financial decisions or implementing any strategy discussed, please consult a qualified professional who can address your specific situation. The content in this podcast is not a solicitation nor an offer to buy or sell any financial products or services.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-darryl-and-alicia-pryor-with-dna-financial-associates-discussing-the-intersection-of-gender-and-retirement-planning]]>1254influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-chuck-deladurantey-discussing-becoming-your-own-banker--64358455
Learn more: http://www.privatefamilybanking.com/chuck-deladurantey

All content is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-chuck-deladurantey-discussing-becoming-your-own-banker]]>https://api.spreaker.com/episode/64358455Thu, 13 Feb 2025 13:48:36 +0000Mike Saunders, MBAMr. DeLadurantey has provided consulting services to several verticals, including manufacturing, healthcare, and supply chain firms. In 2019, he became a. His mission is to help individuals and businesses understand the options for wealth building,...
Learn more: http://www.privatefamilybanking.com/chuck-deladurantey

All content is for education, discussion, and illustrative purposes only and should not be construed as professional financial advice or recommendation. Should you need such advice, consult a licensed financial or tax advisor. No guarantee is given regarding the accuracy of the information on this channel. Neither host nor guests can be held responsible for any direct or incidental loss incurred by applying any of the information offered.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-chuck-deladurantey-discussing-becoming-your-own-banker]]>1290influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-darryl-and-alicia-pryor-with-dna-financial-associates-discussing-breaking-the-chains-freeing-yourself-from-money-myths--64358333
His true passion however has always been in helping others pursue financial, personal, and professional success. This passion is fueled by the recognition that any success he has achieved in life has been through the support and mentorship of family, friends, and close associates. Although he is “just a common, hardworking ordinary guy” who like most has experienced life’s “ups” and “downs,” He attributes the successes he has had to the advice and guidance of those who have poured into me financially, personally, and professionally. It is this level of commitment He will pour into you.

He has been in the financial services business for 13+ years, working primarily with families and business owners. He uses a unique approach that helps people find money they’re currently transferring away unknowingly and unnecessarily.

Below are a few of the areas he enjoys coaching and advising individuals and small businesses with by offering creative and customizable 360-degree solutions tailored to fit their needs:

Retirement planning
Wealth Management
College planning
Accounting/Bookkeeping
Tax planning and consultation
Income tax resolution with IRS and State
Personal/Business insurance consultation and product selection

Learn more: https://www.dnafinancialassociates.com/

Podcast Disclaimer
This podcast is for informational and educational purposes only and should not be considered financial, legal, or tax advice. The views and opinions shared by the host and any guests are theirs alone and do not necessarily reflect those of any organization. All investments carry risks, and past performance is not a guarantee of future results. Before making any financial decisions or implementing any strategy discussed, please consult a qualified professional who can address your specific situation. The content in this podcast is not a solicitation nor an offer to buy or sell any financial products or services.


Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-darryl-and-alicia-pryor-with-dna-financial-associates-discussing-breaking-the-chains-freeing-yourself-from-money-myths]]>https://api.spreaker.com/episode/64358333Thu, 13 Feb 2025 13:40:45 +0000Mike Saunders, MBAThis is Darryl. As a financial well-being strategist, His goal is to remove the complexity of financial planning by provide coaching and mentorship, accountability, and a “let’s get it done” mindset which he gained through years of self-less service...
His true passion however has always been in helping others pursue financial, personal, and professional success. This passion is fueled by the recognition that any success he has achieved in life has been through the support and mentorship of family, friends, and close associates. Although he is “just a common, hardworking ordinary guy” who like most has experienced life’s “ups” and “downs,” He attributes the successes he has had to the advice and guidance of those who have poured into me financially, personally, and professionally. It is this level of commitment He will pour into you.

He has been in the financial services business for 13+ years, working primarily with families and business owners. He uses a unique approach that helps people find money they’re currently transferring away unknowingly and unnecessarily.

Below are a few of the areas he enjoys coaching and advising individuals and small businesses with by offering creative and customizable 360-degree solutions tailored to fit their needs:

Retirement planning
Wealth Management
College planning
Accounting/Bookkeeping
Tax planning and consultation
Income tax resolution with IRS and State
Personal/Business insurance consultation and product selection

Learn more: https://www.dnafinancialassociates.com/

Podcast Disclaimer
This podcast is for informational and educational purposes only and should not be considered financial, legal, or tax advice. The views and opinions shared by the host and any guests are theirs alone and do not necessarily reflect those of any organization. All investments carry risks, and past performance is not a guarantee of future results. Before making any financial decisions or implementing any strategy discussed, please consult a qualified professional who can address your specific situation. The content in this podcast is not a solicitation nor an offer to buy or sell any financial products or services.


Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-darryl-and-alicia-pryor-with-dna-financial-associates-discussing-breaking-the-chains-freeing-yourself-from-money-myths]]>1343influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-darryl-and-alicia-pryor-with-dna-financial-associates-discussing-how-a-financial-coach-helps-transform-your-financial-wealth--64325939
His true passion however has always been in helping others pursue financial, personal, and professional success. This passion is fueled by the recognition that any success he has achieved in life has been through the support and mentorship of family, friends, and close associates. Although he is “just a common, hardworking ordinary guy” who like most has experienced life’s “ups” and “downs,” He attributes the successes he has had to the advice and guidance of those who have poured into me financially, personally, and professionally. It is this level of commitment He will pour into you.

He has been in the financial services business for 13+ years, working primarily with families and business owners. He uses a unique approach that helps people find money they’re currently transferring away unknowingly and unnecessarily.

Below are a few of the areas he enjoys coaching and advising individuals and small businesses with by offering creative and customizable 360-degree solutions tailored to fit their needs:

Retirement planning
Wealth Management
College planning
Accounting/Bookkeeping
Tax planning and consultation
Income tax resolution with IRS and State
Personal/Business insurance consultation and product selection

Learn more: https://www.dnafinancialassociates.com/

Podcast Disclaimer
This podcast is for informational and educational purposes only and should not be considered financial, legal, or tax advice. The views and opinions shared by the host and any guests are theirs alone and do not necessarily reflect those of any organization. All investments carry risks, and past performance is not a guarantee of future results. Before making any financial decisions or implementing any strategy discussed, please consult a qualified professional who can address your specific situation. The content in this podcast is not a solicitation nor an offer to buy or sell any financial products or services.


Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-darryl-and-alicia-pryor-with-dna-financial-associates-discussing-how-a-financial-coach-helps-transform-your-financial-wealth]]>https://api.spreaker.com/episode/64325939Tue, 11 Feb 2025 18:44:20 +0000Mike Saunders, MBAThis is Darryl. As a financial well-being strategist, His goal is to remove the complexity of financial planning by provide coaching and mentorship, accountability, and a “let’s get it done” mindset which he gained through years of self-less service...
His true passion however has always been in helping others pursue financial, personal, and professional success. This passion is fueled by the recognition that any success he has achieved in life has been through the support and mentorship of family, friends, and close associates. Although he is “just a common, hardworking ordinary guy” who like most has experienced life’s “ups” and “downs,” He attributes the successes he has had to the advice and guidance of those who have poured into me financially, personally, and professionally. It is this level of commitment He will pour into you.

He has been in the financial services business for 13+ years, working primarily with families and business owners. He uses a unique approach that helps people find money they’re currently transferring away unknowingly and unnecessarily.

Below are a few of the areas he enjoys coaching and advising individuals and small businesses with by offering creative and customizable 360-degree solutions tailored to fit their needs:

Retirement planning
Wealth Management
College planning
Accounting/Bookkeeping
Tax planning and consultation
Income tax resolution with IRS and State
Personal/Business insurance consultation and product selection

Learn more: https://www.dnafinancialassociates.com/

Podcast Disclaimer
This podcast is for informational and educational purposes only and should not be considered financial, legal, or tax advice. The views and opinions shared by the host and any guests are theirs alone and do not necessarily reflect those of any organization. All investments carry risks, and past performance is not a guarantee of future results. Before making any financial decisions or implementing any strategy discussed, please consult a qualified professional who can address your specific situation. The content in this podcast is not a solicitation nor an offer to buy or sell any financial products or services.


Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-darryl-and-alicia-pryor-with-dna-financial-associates-discussing-how-a-financial-coach-helps-transform-your-financial-wealth]]>1169influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-james-brown-ceo-founder-of-business-accelerator-institute-and-perseverance-squared--64304136
Learn more: https://businessaccelerator.institute | https://www.linkedin.com/in/businessacceleratorinstitute/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-james-brown-ceo-founder-of-business-accelerator-institute-and-perseverance-squared
]]>https://api.spreaker.com/episode/64304136Mon, 10 Feb 2025 19:22:53 +0000Mike Saunders, MBAJames is the CEO/Founder of Business Accelerator Institute and Perseverance Squared where he is a business consultant with a strong background in law. He launched his first business in 1994 and rapidly expanded to multiple top-performing locations...
Learn more: https://businessaccelerator.institute | https://www.linkedin.com/in/businessacceleratorinstitute/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-james-brown-ceo-founder-of-business-accelerator-institute-and-perseverance-squared
]]>1412falsefullhttps://www.spreaker.com/episode/interview-with-brendon-murphy-ceo-and-president-of-compass-financial-solutions-discussing-personal-pensions--64303985
At Compass Financial Solutions Inc., I currently service individuals, families, and businesses throughout the Greater Philadelphia Region, New Jersey, Delaware, North Carolina, Las Vegas, and Georgia.

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

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-brendon-murphy-ceo-and-president-of-compass-financial-solutions-discussing-personal-pensions]]>https://api.spreaker.com/episode/64303985Mon, 10 Feb 2025 19:03:44 +0000Mike Saunders, MBAAs the CEO and President of Compass Financial Solutions Inc., in Havertown, PA, I provide professional expertise in Long Term Care, Business Insurance, Life Insurance, and Personal Pension Fixed Annuities products. I’ve been helping families,...
At Compass Financial Solutions Inc., I currently service individuals, families, and businesses throughout the Greater Philadelphia Region, New Jersey, Delaware, North Carolina, Las Vegas, and Georgia.

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

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-brendon-murphy-ceo-and-president-of-compass-financial-solutions-discussing-personal-pensions]]>1284influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-brendon-murphy-ceo-and-president-of-compass-financial-solutions-discussing-financial-teamwork--64217412
At Compass Financial Solutions Inc., I currently service individuals, families, and businesses throughout the Greater Philadelphia Region, New Jersey, Delaware, North Carolina, Las Vegas, and Georgia.

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

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-brendon-murphy-ceo-and-president-of-compass-financial-solutions-discussing-financial-teamwork]]>https://api.spreaker.com/episode/64217412Wed, 05 Feb 2025 23:48:31 +0000Mike Saunders, MBAAs the CEO and President of Compass Financial Solutions Inc., in Havertown, PA, I provide professional expertise in Long Term Care, Business Insurance, Life Insurance, and Personal Pension Fixed Annuities products. I’ve been helping families,...
At Compass Financial Solutions Inc., I currently service individuals, families, and businesses throughout the Greater Philadelphia Region, New Jersey, Delaware, North Carolina, Las Vegas, and Georgia.

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

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-brendon-murphy-ceo-and-president-of-compass-financial-solutions-discussing-financial-teamwork]]>1124influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-brendon-murphy-ceo-and-president-of-compass-financial-solutions-discussing-long-term-care--64217342
At Compass Financial Solutions Inc., I currently service individuals, families, and businesses throughout the Greater Philadelphia Region, New Jersey, Delaware, North Carolina, Las Vegas, and Georgia.

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


Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-brendon-murphy-ceo-and-president-of-compass-financial-solutions-discussing-long-term-care]]>https://api.spreaker.com/episode/64217342Wed, 05 Feb 2025 23:40:01 +0000Mike Saunders, MBAAs the CEO and President of Compass Financial Solutions Inc., in Havertown, PA, I provide professional expertise in Long Term Care, Business Insurance, Life Insurance, and Personal Pension Fixed Annuities products. I’ve been helping families,...
At Compass Financial Solutions Inc., I currently service individuals, families, and businesses throughout the Greater Philadelphia Region, New Jersey, Delaware, North Carolina, Las Vegas, and Georgia.

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


Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-brendon-murphy-ceo-and-president-of-compass-financial-solutions-discussing-long-term-care]]>1180influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-financial-professional-urban-adams--64088272
Urban Adams is an Investment Advisor Representative with Dynamic Wealth Advisors. All investment advisory services are offered through Dynamic Wealth Advisors. Urban Adams also offers insurance brokering services, this is considered an outside business activity from Dynamic Wealth Advisors and is separate and apart from Mr. Adams’s activities as an investment advisor representative of Dynamic Wealth Advisors.

Learn more: https://www.urbanadams.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-financial-professional-urban-adams]]>https://api.spreaker.com/episode/64088272Fri, 31 Jan 2025 17:15:03 +0000Mike Saunders, MBABased in Phoenix, Arizona, Urban Adams is a seasoned financial advisor with over 25 years of experience in the financial services industry. For the past 12 years, he has been running his own independent advisory practice, focusing on providing...
Urban Adams is an Investment Advisor Representative with Dynamic Wealth Advisors. All investment advisory services are offered through Dynamic Wealth Advisors. Urban Adams also offers insurance brokering services, this is considered an outside business activity from Dynamic Wealth Advisors and is separate and apart from Mr. Adams’s activities as an investment advisor representative of Dynamic Wealth Advisors.

Learn more: https://www.urbanadams.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-financial-professional-urban-adams]]>1313influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-vance-morris-founder-of-deliver-service-now--63876455
Learn More: https://deliverservicenow.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-vance-morris-founder-of-deliver-service-now]]>https://api.spreaker.com/episode/63876455Fri, 24 Jan 2025 15:00:44 +0000Mike Saunders, MBAVance helps business owners get, serve and keep clients for life through creating experiences and response required marketing. He is a Former Birth Control Factory Security Guard turned Disney Leader, turned Bankrupt Out of Work Executive, turned...
Learn More: https://deliverservicenow.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-vance-morris-founder-of-deliver-service-now]]>1253influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-matt-raad-co-founder-of-ebusiness-institute--63727843
He and his wife Liz are website investors, which means they use digital assets to generate cashflow and build wealth. They were one of the first in the world to realise that they could buy websites, renovate them like real estate, and then sell or keep them for cashflow.

Matt started out as a zoologist with his wife Liz, buying their first business, expanded into multi-million dollar mergers & acquisitions and then transitioned to investing in online businesses where the cashflow returns were so much better.
These days they love teaching beginners how to reach 6 & 7 figure website portfolios using a similar strategy to buying & renovating traditional real estate.

Learn more: http://www.ebusinessinstitute.com.au/


Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-matt-raad-co-founder-of-ebusiness-institute]]>https://api.spreaker.com/episode/63727843Fri, 17 Jan 2025 16:05:52 +0000Mike Saunders, MBAMatt Raad has used a very unconventional method to create financial freedom in his lifetime, starting with nothing and building a high cash flow portfolio through buying and selling businesses. He and his wife Liz are website investors, which means...
He and his wife Liz are website investors, which means they use digital assets to generate cashflow and build wealth. They were one of the first in the world to realise that they could buy websites, renovate them like real estate, and then sell or keep them for cashflow.

Matt started out as a zoologist with his wife Liz, buying their first business, expanded into multi-million dollar mergers & acquisitions and then transitioned to investing in online businesses where the cashflow returns were so much better.
These days they love teaching beginners how to reach 6 & 7 figure website portfolios using a similar strategy to buying & renovating traditional real estate.

Learn more: http://www.ebusinessinstitute.com.au/


Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-matt-raad-co-founder-of-ebusiness-institute]]>1476influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-brad-englert-founder-of-brad-englert-advisory-author-of-spheres-of-influence--63727798
Learn more: https://bradenglert.com/ie/


Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-brad-englert-founder-of-brad-englert-advisory-author-of-spheres-of-influence]]>https://api.spreaker.com/episode/63727798Fri, 17 Jan 2025 15:58:32 +0000Mike Saunders, MBABrad Englert is an experienced author, advisor, and technologist with over 40 years of experience in the private and public sectors: Accenture in Austin for 22 years, including 10 years as a partner, and then The University of Texas at Austin for...
Learn more: https://bradenglert.com/ie/


Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-brad-englert-founder-of-brad-englert-advisory-author-of-spheres-of-influence]]>1215influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-charles-chuck-george-founder-of-charles-george-group--63679013
As the Founder and Chief Operation Manager of the Charles George Group, Chuck leads a team of highly qualified advisors committed to delivering top-notch financial guidance and personalized strategies tailored to meet the unique needs and goals of each client. With Chuck at the helm, the Charles George Group has earned a reputation for excellence and integrity in the financial industry.

Chuck’s expertise spans a wide range of financial areas, including investment planning, retirement strategies, wealth management, and risk mitigation. He believes in fostering long-term relationships built on trust, transparency, and a deep understanding of his clients’ aspirations.

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

The investments and services offered by us may not be suitable for all investors National Producer # 594238 | Florida License # A095440

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-charles-chuck-george-founder-of-charles-george-group]]>https://api.spreaker.com/episode/63679013Mon, 13 Jan 2025 20:30:40 +0000Mike Saunders, MBACharles “Chuck” George is a seasoned financial expert with over two decades of experience in providing comprehensive financial solutions aimed at securing peace of mind for his clients. Since 1995, Chuck has been dedicated to assisting individuals and...
As the Founder and Chief Operation Manager of the Charles George Group, Chuck leads a team of highly qualified advisors committed to delivering top-notch financial guidance and personalized strategies tailored to meet the unique needs and goals of each client. With Chuck at the helm, the Charles George Group has earned a reputation for excellence and integrity in the financial industry.

Chuck’s expertise spans a wide range of financial areas, including investment planning, retirement strategies, wealth management, and risk mitigation. He believes in fostering long-term relationships built on trust, transparency, and a deep understanding of his clients’ aspirations.

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

The investments and services offered by us may not be suitable for all investors National Producer # 594238 | Florida License # A095440

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-charles-chuck-george-founder-of-charles-george-group]]>1415influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-mario-g-taffo-federal-benefits-consultant-on-addressing-fears-and-challenges-in-retirement-planning--63447695
Mario is a widely sought out speaker. His most requested workshop/webinar topics are 10 Steps to Financial Freedom, Retirement Planning for Federal Employees and Estate Planning.

Mario has been a member of the Greater Washington Hispanic Chamber of Commerce since 2009. He has provided financial educational support and resources to many embassies in Washington D.C., military bases, federal agencies, churches and other organizations. He also provides direct support to numerous HR departments at federal agencies in the DC/Metro area.

Mario has presented hundreds of financial wellness and financial literacy workshops in the DC metropolitan area, as well as educational webinars to participants around the world.

Mario has a MBA degree from the University of Central Florida and has been working in the financial services industry since 1996. Mario started his financial services career as a loan originator.

Mario has experience in investments and banking, in addition to retirement planning. Mario is fluent in Spanish. His bi-lingual abilities have allowed him to help guide many civilians, active duty and in-service and retired federal employees through the complex steps of their retirement planning process.

Thousands of individuals and small business owners have benefited from Mario’s knowledge and expertise, but one of his greatest pleasures in life is to help his friends and family plan for retirement. As a father, Mario has personal experience planning for college and has helped countless families reach their college planning goals.

In his free time Mario enjoys traveling, playing soccer, scuba diving and exercising. He is a loyal CrossFit enthusiast who can be found in his local gym every morning, competing with himself and pushing others to reach their full potential in the gym.

Learn more: http://www.ifaonline.org/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-mario-g-taffo-federal-benefits-consultant-on-addressing-fears-and-challenges-in-retirement-planning]]>https://api.spreaker.com/episode/63447695Mon, 23 Dec 2024 14:14:51 +0000Mike Saunders, MBAMario Taffo is a volunteer educator for The Institute for Financial Awareness, one of the fastest growing 501(c)(3) nonprofit organizations in the DC/Metro area. Mario is a widely sought out speaker. His most requested workshop/webinar topics are 10...
Mario is a widely sought out speaker. His most requested workshop/webinar topics are 10 Steps to Financial Freedom, Retirement Planning for Federal Employees and Estate Planning.

Mario has been a member of the Greater Washington Hispanic Chamber of Commerce since 2009. He has provided financial educational support and resources to many embassies in Washington D.C., military bases, federal agencies, churches and other organizations. He also provides direct support to numerous HR departments at federal agencies in the DC/Metro area.

Mario has presented hundreds of financial wellness and financial literacy workshops in the DC metropolitan area, as well as educational webinars to participants around the world.

Mario has a MBA degree from the University of Central Florida and has been working in the financial services industry since 1996. Mario started his financial services career as a loan originator.

Mario has experience in investments and banking, in addition to retirement planning. Mario is fluent in Spanish. His bi-lingual abilities have allowed him to help guide many civilians, active duty and in-service and retired federal employees through the complex steps of their retirement planning process.

Thousands of individuals and small business owners have benefited from Mario’s knowledge and expertise, but one of his greatest pleasures in life is to help his friends and family plan for retirement. As a father, Mario has personal experience planning for college and has helped countless families reach their college planning goals.

In his free time Mario enjoys traveling, playing soccer, scuba diving and exercising. He is a loyal CrossFit enthusiast who can be found in his local gym every morning, competing with himself and pushing others to reach their full potential in the gym.

Learn more: http://www.ifaonline.org/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-mario-g-taffo-federal-benefits-consultant-on-addressing-fears-and-challenges-in-retirement-planning]]>1214influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-mario-g-taffo-federal-benefits-consultant-on-navigating-tsp-withdrawals-and-tax-implications--63447576
Mario is a widely sought out speaker. His most requested workshop/webinar topics are 10 Steps to Financial Freedom, Retirement Planning for Federal Employees and Estate Planning.

Mario has been a member of the Greater Washington Hispanic Chamber of Commerce since 2009. He has provided financial educational support and resources to many embassies in Washington D.C., military bases, federal agencies, churches and other organizations. He also provides direct support to numerous HR departments at federal agencies in the DC/Metro area.

Mario has presented hundreds of financial wellness and financial literacy workshops in the DC metropolitan area, as well as educational webinars to participants around the world.

Mario has a MBA degree from the University of Central Florida and has been working in the financial services industry since 1996. Mario started his financial services career as a loan originator.

Mario has experience in investments and banking, in addition to retirement planning. Mario is fluent in Spanish. His bi-lingual abilities have allowed him to help guide many civilians, active duty and in-service and retired federal employees through the complex steps of their retirement planning process.

Thousands of individuals and small business owners have benefited from Mario’s knowledge and expertise, but one of his greatest pleasures in life is to help his friends and family plan for retirement. As a father, Mario has personal experience planning for college and has helped countless families reach their college planning goals.

In his free time Mario enjoys traveling, playing soccer, scuba diving and exercising. He is a loyal CrossFit enthusiast who can be found in his local gym every morning, competing with himself and pushing others to reach their full potential in the gym.

Learn more: http://www.ifaonline.org/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-mario-g-taffo-federal-benefits-consultant-on-navigating-tsp-withdrawals-and-tax-implications]]>https://api.spreaker.com/episode/63447576Mon, 23 Dec 2024 14:07:33 +0000Mike Saunders, MBAMario Taffo is a volunteer educator for The Institute for Financial Awareness, one of the fastest growing 501(c)(3) nonprofit organizations in the DC/Metro area. Mario is a widely sought out speaker. His most requested workshop/webinar topics are 10...
Mario is a widely sought out speaker. His most requested workshop/webinar topics are 10 Steps to Financial Freedom, Retirement Planning for Federal Employees and Estate Planning.

Mario has been a member of the Greater Washington Hispanic Chamber of Commerce since 2009. He has provided financial educational support and resources to many embassies in Washington D.C., military bases, federal agencies, churches and other organizations. He also provides direct support to numerous HR departments at federal agencies in the DC/Metro area.

Mario has presented hundreds of financial wellness and financial literacy workshops in the DC metropolitan area, as well as educational webinars to participants around the world.

Mario has a MBA degree from the University of Central Florida and has been working in the financial services industry since 1996. Mario started his financial services career as a loan originator.

Mario has experience in investments and banking, in addition to retirement planning. Mario is fluent in Spanish. His bi-lingual abilities have allowed him to help guide many civilians, active duty and in-service and retired federal employees through the complex steps of their retirement planning process.

Thousands of individuals and small business owners have benefited from Mario’s knowledge and expertise, but one of his greatest pleasures in life is to help his friends and family plan for retirement. As a father, Mario has personal experience planning for college and has helped countless families reach their college planning goals.

In his free time Mario enjoys traveling, playing soccer, scuba diving and exercising. He is a loyal CrossFit enthusiast who can be found in his local gym every morning, competing with himself and pushing others to reach their full potential in the gym.

Learn more: http://www.ifaonline.org/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-mario-g-taffo-federal-benefits-consultant-on-navigating-tsp-withdrawals-and-tax-implications]]>1350influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-mario-g-taffo-federal-benefits-consultant-on-understanding-fers-benefits-and-retirement-planning--63417637
Mario is a widely sought out speaker. His most requested workshop/webinar topics are 10 Steps to Financial Freedom, Retirement Planning for Federal Employees and Estate Planning.

Mario has been a member of the Greater Washington Hispanic Chamber of Commerce since 2009. He has provided financial educational support and resources to many embassies in Washington D.C., military bases, federal agencies, churches and other organizations. He also provides direct support to numerous HR departments at federal agencies in the DC/Metro area.

Mario has presented hundreds of financial wellness and financial literacy workshops in the DC metropolitan area, as well as educational webinars to participants around the world.

Mario has a MBA degree from the University of Central Florida and has been working in the financial services industry since 1996. Mario started his financial services career as a loan originator.

Mario has experience in investments and banking, in addition to retirement planning. Mario is fluent in Spanish. His bi-lingual abilities have allowed him to help guide many civilians, active duty and in-service and retired federal employees through the complex steps of their retirement planning process.

Thousands of individuals and small business owners have benefited from Mario’s knowledge and expertise, but one of his greatest pleasures in life is to help his friends and family plan for retirement. As a father, Mario has personal experience planning for college and has helped countless families reach their college planning goals.

In his free time Mario enjoys traveling, playing soccer, scuba diving and exercising. He is a loyal CrossFit enthusiast who can be found in his local gym every morning, competing with himself and pushing others to reach their full potential in the gym.

Learn more: http://www.ifaonline.org/



Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-mario-g-taffo-federal-benefits-consultant-on-understanding-fers-benefits-and-retirement-planning]]>https://api.spreaker.com/episode/63417637Fri, 20 Dec 2024 15:33:31 +0000Mike Saunders, MBAMario Taffo is a volunteer educator for The Institute for Financial Awareness, one of the fastest growing 501(c)(3) nonprofit organizations in the DC/Metro area. Mario is a widely sought out speaker. His most requested workshop/webinar topics are 10...
Mario is a widely sought out speaker. His most requested workshop/webinar topics are 10 Steps to Financial Freedom, Retirement Planning for Federal Employees and Estate Planning.

Mario has been a member of the Greater Washington Hispanic Chamber of Commerce since 2009. He has provided financial educational support and resources to many embassies in Washington D.C., military bases, federal agencies, churches and other organizations. He also provides direct support to numerous HR departments at federal agencies in the DC/Metro area.

Mario has presented hundreds of financial wellness and financial literacy workshops in the DC metropolitan area, as well as educational webinars to participants around the world.

Mario has a MBA degree from the University of Central Florida and has been working in the financial services industry since 1996. Mario started his financial services career as a loan originator.

Mario has experience in investments and banking, in addition to retirement planning. Mario is fluent in Spanish. His bi-lingual abilities have allowed him to help guide many civilians, active duty and in-service and retired federal employees through the complex steps of their retirement planning process.

Thousands of individuals and small business owners have benefited from Mario’s knowledge and expertise, but one of his greatest pleasures in life is to help his friends and family plan for retirement. As a father, Mario has personal experience planning for college and has helped countless families reach their college planning goals.

In his free time Mario enjoys traveling, playing soccer, scuba diving and exercising. He is a loyal CrossFit enthusiast who can be found in his local gym every morning, competing with himself and pushing others to reach their full potential in the gym.

Learn more: http://www.ifaonline.org/



Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-mario-g-taffo-federal-benefits-consultant-on-understanding-fers-benefits-and-retirement-planning]]>1198influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-andrew-hanson-vice-president-of-generations-wealth-management-discussing-overcoming-financial-fears-and-challenges--63375166
Learn more: https://www.generationswealthmgt.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-andrew-hanson-vice-president-of-generations-wealth-management-discussing-overcoming-financial-fears-and-challenges]]>https://api.spreaker.com/episode/63375166Wed, 18 Dec 2024 15:19:00 +0000Mike Saunders, MBATwo generations of trusted Hanson financial professionals serve multiple generations of clients concerned with financial goals, wealth management, safety, security, and estate planning. Richard Hanson, President of Generations Financial &...
Learn more: https://www.generationswealthmgt.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-andrew-hanson-vice-president-of-generations-wealth-management-discussing-overcoming-financial-fears-and-challenges]]>1596influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-andrew-hanson-vice-president-of-generations-wealth-management-discussing-creating-a-financial-plan-for-the-future--63375118
Learn more: https://www.generationswealthmgt.com/



Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-andrew-hanson-vice-president-of-generations-wealth-management-discussing-creating-a-financial-plan-for-the-future]]>https://api.spreaker.com/episode/63375118Wed, 18 Dec 2024 15:11:48 +0000Mike Saunders, MBATwo generations of trusted Hanson financial professionals serve multiple generations of clients concerned with financial goals, wealth management, safety, security, and estate planning. Richard Hanson, President of Generations Financial &...
Learn more: https://www.generationswealthmgt.com/



Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-andrew-hanson-vice-president-of-generations-wealth-management-discussing-creating-a-financial-plan-for-the-future]]>1754influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/kelly-bagla-esq-ceo-of-bagla-law-firm-apc--63357427
Kelly Bagla has been nominated as the top CEO of 2024. Her integrity is exemplary, setting a standard for ethical business practices. With over 20 years of experience, she has become a cornerstone of the San Diego County business community, providing not just legal services but also creating jobs and fostering economic security.

Kelly’s commitment to teaching high-net-worth individuals and business owners how to protect their businesses proactively demonstrates her dedication to empowering others.

Clients affectionately refer to her as “Queen of Business Law®” a testament to her unparalleled guidance and expertise. Kelly Bagla embodies the qualities of a top CEO—innovation, leadership, and a deep commitment to making a positive impact on both the business world and the community at large.

Kelly Bagla’s involvement in San Diego’s prestigious organizations reflects her deep commitment to serving the community through her law firm. She actively supports veterans, offering them a 20% discount on her legal services as a gesture of gratitude for their service. Her pro bono work with the Veterans Chamber of Commerce demonstrates her dedication to supporting those who have defended the country.

Kelly’s love for dogs is evident through her support for Last Chance At Life, a rescue and adoption organization. She regularly donates to help dogs find loving homes, especially those in need of medical care. Her passion for animal welfare aligns with her belief in giving back to the community and making a difference in the lives of others.

Through her involvement in these organizations, Kelly Bagla has shown that her commitment to service extends beyond her legal practice, making her a respected figure in San Diego’s community.

Kelly is the author of six books, including the New York Times Bestseller, “Go Legal Yourself!®” Each of her books and multiple enterprises has been designed to empower business owners in pursuit of the American Dream.

Beyond her role at Bagla Law Firm, Kelly is a multifaceted entrepreneur. She is the founder and CEO of three additional businesses that advance her mission to inform, equip, and inspire entrepreneurs worldwide. Kelly knows the challenges, risks, and responsibilities of being a business owner. She has a dual perspective of running businesses from both the entrepreneurial and legal angles. She knows first-hand how to mitigate risks, avoid lawsuits, and safeguard assets. As Kelly affirms, “I believe it takes an entrepreneur to understand the needs of an entrepreneur!”

Kelly is madly in love with her Marine husband, Brent, and their 3 beautiful dogs!

Learn more: https://baglalaw.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/kelly-bagla-esq-ceo-of-bagla-law-firm-apc]]>https://api.spreaker.com/episode/63357427Tue, 17 Dec 2024 19:07:45 +0000Mike Saunders, MBA“Grab the world by the pearls! It’s yours for the taking!” Kelly Bagla has been nominated as the top CEO of 2024. Her integrity is exemplary, setting a standard for ethical business practices. With over 20 years of experience, she has become a...
Kelly Bagla has been nominated as the top CEO of 2024. Her integrity is exemplary, setting a standard for ethical business practices. With over 20 years of experience, she has become a cornerstone of the San Diego County business community, providing not just legal services but also creating jobs and fostering economic security.

Kelly’s commitment to teaching high-net-worth individuals and business owners how to protect their businesses proactively demonstrates her dedication to empowering others.

Clients affectionately refer to her as “Queen of Business Law®” a testament to her unparalleled guidance and expertise. Kelly Bagla embodies the qualities of a top CEO—innovation, leadership, and a deep commitment to making a positive impact on both the business world and the community at large.

Kelly Bagla’s involvement in San Diego’s prestigious organizations reflects her deep commitment to serving the community through her law firm. She actively supports veterans, offering them a 20% discount on her legal services as a gesture of gratitude for their service. Her pro bono work with the Veterans Chamber of Commerce demonstrates her dedication to supporting those who have defended the country.

Kelly’s love for dogs is evident through her support for Last Chance At Life, a rescue and adoption organization. She regularly donates to help dogs find loving homes, especially those in need of medical care. Her passion for animal welfare aligns with her belief in giving back to the community and making a difference in the lives of others.

Through her involvement in these organizations, Kelly Bagla has shown that her commitment to service extends beyond her legal practice, making her a respected figure in San Diego’s community.

Kelly is the author of six books, including the New York Times Bestseller, “Go Legal Yourself!®” Each of her books and multiple enterprises has been designed to empower business owners in pursuit of the American Dream.

Beyond her role at Bagla Law Firm, Kelly is a multifaceted entrepreneur. She is the founder and CEO of three additional businesses that advance her mission to inform, equip, and inspire entrepreneurs worldwide. Kelly knows the challenges, risks, and responsibilities of being a business owner. She has a dual perspective of running businesses from both the entrepreneurial and legal angles. She knows first-hand how to mitigate risks, avoid lawsuits, and safeguard assets. As Kelly affirms, “I believe it takes an entrepreneur to understand the needs of an entrepreneur!”

Kelly is madly in love with her Marine husband, Brent, and their 3 beautiful dogs!

Learn more: https://baglalaw.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/kelly-bagla-esq-ceo-of-bagla-law-firm-apc]]>1123influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-mike-murphy-co-creator-of-texttonality--63357303
Learn more: https://texttonality.com/ | https://www.linkedin.com/in/mikemurphy-/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-mike-murphy-co-creator-of-texttonality]]>https://api.spreaker.com/episode/63357303Tue, 17 Dec 2024 18:58:48 +0000Mike Saunders, MBAMike Murphy is the creator of TextTonality™, a proprietary messaging method that has generated $900M+ in new business for over 250 clients in financial services, investment funds, and B2B consulting. Learn more: https://texttonality.com/ |...
Learn more: https://texttonality.com/ | https://www.linkedin.com/in/mikemurphy-/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-mike-murphy-co-creator-of-texttonality]]>1766influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-andrew-hanson-vice-president-of-generations-wealth-management-discussing-finding-the-right-investment-vehicle--63338676
Learn more: https://www.generationswealthmgt.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-andrew-hanson-vice-president-of-generations-wealth-management-discussing-finding-the-right-investment-vehicle]]>https://api.spreaker.com/episode/63338676Mon, 16 Dec 2024 14:20:13 +0000Mike Saunders, MBATwo generations of trusted Hanson financial professionals serve multiple generations of clients concerned with financial goals, wealth management, safety, security, and estate planning. Richard Hanson, President of Generations Financial &...
Learn more: https://www.generationswealthmgt.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-andrew-hanson-vice-president-of-generations-wealth-management-discussing-finding-the-right-investment-vehicle]]>1595influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-brian-sirota-founder-of-bes-financial-discussing-inheriting-money--63338569
Learn More: https://besfinancial.com/

Securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC and a registered investment advisor. Insurance products may be offered through Brian E. Sirota, also Known as BES Financial which is not affiliated with Osaic Wealth.


Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-brian-sirota-founder-of-bes-financial-discussing-inheriting-money]]>https://api.spreaker.com/episode/63338569Mon, 16 Dec 2024 14:14:47 +0000Mike Saunders, MBABrian is a Financial Representative with extensive knowledge and understanding of Financial Products to assist clients in planning for their retirement needs. Learn More: https://besfinancial.com/ Securities and investment advisory services offered...
Learn More: https://besfinancial.com/

Securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC and a registered investment advisor. Insurance products may be offered through Brian E. Sirota, also Known as BES Financial which is not affiliated with Osaic Wealth.


Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-brian-sirota-founder-of-bes-financial-discussing-inheriting-money]]>930influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/christian-jack-sales-coach-growth-consultant-fractional-cro--63338487
Learn more: https://thesalesdojo.co/IE

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/christian-jack-sales-coach-growth-consultant-fractional-cro]]>https://api.spreaker.com/episode/63338487Mon, 16 Dec 2024 14:06:46 +0000Mike Saunders, MBAChristian Jack is a highly respected sales coach and growth consultant with a proven ability to scale businesses to multiple eight figures. He provides fractional CRO services, one-on-one coaching, and tailored sales training that empower...
Learn more: https://thesalesdojo.co/IE

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/christian-jack-sales-coach-growth-consultant-fractional-cro]]>1415influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-brian-sirota-founder-of-bes-financial-discussing-income-planning--63292699
Learn More: https://besfinancial.com/

Securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC and a registered investment advisor. Insurance products may be offered through Brian E. Sirota, also Known as BES Financial which is not affiliated with Osaic Wealth.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-brian-sirota-founder-of-bes-financial-discussing-income-planning]]>https://api.spreaker.com/episode/63292699Fri, 13 Dec 2024 00:49:32 +0000Mike Saunders, MBABrian is a Financial Representative with extensive knowledge and understanding of Financial Products to assist clients in planning for their retirement needs. Learn More: https://besfinancial.com/ Securities and investment advisory services offered...
Learn More: https://besfinancial.com/

Securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC and a registered investment advisor. Insurance products may be offered through Brian E. Sirota, also Known as BES Financial which is not affiliated with Osaic Wealth.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-brian-sirota-founder-of-bes-financial-discussing-income-planning]]>949influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-richard-hanson-president-of-generations-wealth-management-discussing-living-retirement-to-the-fullest--63292597
Learn more: https://www.generationswealthmgt.com/

Registered Representative & Securities Offered Through Capital Synergy Partners, Member FINRA/SIPC , 2860 Michelle Dr. Suite 150 Irvine, CA 92606, Phone: 888-277-1974 Generations Wealth Management Group and Capital Synergy Partners are Unaffiliated Entities.


Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-richard-hanson-president-of-generations-wealth-management-discussing-living-retirement-to-the-fullest]]>https://api.spreaker.com/episode/63292597Fri, 13 Dec 2024 00:41:59 +0000Mike Saunders, MBATwo generations of trusted Hanson financial professionals serve multiple generations of clients concerned with financial goals, wealth management, safety, security, and estate planning. Richard Hanson, President of Generations Financial &...
Learn more: https://www.generationswealthmgt.com/

Registered Representative & Securities Offered Through Capital Synergy Partners, Member FINRA/SIPC , 2860 Michelle Dr. Suite 150 Irvine, CA 92606, Phone: 888-277-1974 Generations Wealth Management Group and Capital Synergy Partners are Unaffiliated Entities.


Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-richard-hanson-president-of-generations-wealth-management-discussing-living-retirement-to-the-fullest]]>1424influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-ron-roberts-founder-and-ceo-of-roberts-retirement-group-discussing-estate-planning-for-retirement--63292460
After high school, he joined the United States Coast Guard where he learned about hard work, discipline, and duty. He enjoyed serving his country and helping to keep people safe. He grew in experience through training, education, and travel. He developed a love for the sea and enjoys boating and sailing with friends and family.

After completing his time with the Coast Guard, Ron served on a mission for the deaf in Chicago for his church. While there, he formed the first deaf scout troop in Chicago for the Boy Scouts of America. Returning from Chicago, Ron attended college in Stockton, California where he met his wife, Julie. They were married in the spring of 1984. In 1991, Ron and Julie moved to Amador County where they enjoyed raising their four daughters in a close knit community. Ron’s hobbies include reading, boating, sports, and traveling with his family. Ron also volunteered at a private school where he taught history and American Sign Language. Family, faith, and community are the most important things that define Ron.

Ron’s chosen vocation as a Retirement Planning Professional allows him to use his experience, his gifts, and his love for family to help people in a very special way. Ron has been in the retirement planning industry since 1990. Founded in 2002, Roberts Retirement has grown over the years to serve families in northern California and around the country.

Ron has served as President of the California Estate Planning Counsel and continues to mentor other retirement planning professionals all across the United States. He is constantly educating himself on the most up-to-date investment strategies and changes in the financial industry. Ron is recognized as a leader in the industry, is a sought-after speaker, and has been featured in Senior Market Advisor Magazine

Learn more: https://www.robertsretirement.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-ron-roberts-founder-and-ceo-of-roberts-retirement-group-discussing-estate-planning-for-retirement-2]]>https://api.spreaker.com/episode/63292460Fri, 13 Dec 2024 00:34:16 +0000Mike Saunders, MBARon was born in Burbank California and grew up in the Mojave Desert. Being the first of six children born to deaf parents, he learned responsibility at an early age. His commitment to family and faith is unwavering. It’s the essence of who he is and...
After high school, he joined the United States Coast Guard where he learned about hard work, discipline, and duty. He enjoyed serving his country and helping to keep people safe. He grew in experience through training, education, and travel. He developed a love for the sea and enjoys boating and sailing with friends and family.

After completing his time with the Coast Guard, Ron served on a mission for the deaf in Chicago for his church. While there, he formed the first deaf scout troop in Chicago for the Boy Scouts of America. Returning from Chicago, Ron attended college in Stockton, California where he met his wife, Julie. They were married in the spring of 1984. In 1991, Ron and Julie moved to Amador County where they enjoyed raising their four daughters in a close knit community. Ron’s hobbies include reading, boating, sports, and traveling with his family. Ron also volunteered at a private school where he taught history and American Sign Language. Family, faith, and community are the most important things that define Ron.

Ron’s chosen vocation as a Retirement Planning Professional allows him to use his experience, his gifts, and his love for family to help people in a very special way. Ron has been in the retirement planning industry since 1990. Founded in 2002, Roberts Retirement has grown over the years to serve families in northern California and around the country.

Ron has served as President of the California Estate Planning Counsel and continues to mentor other retirement planning professionals all across the United States. He is constantly educating himself on the most up-to-date investment strategies and changes in the financial industry. Ron is recognized as a leader in the industry, is a sought-after speaker, and has been featured in Senior Market Advisor Magazine

Learn more: https://www.robertsretirement.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-ron-roberts-founder-and-ceo-of-roberts-retirement-group-discussing-estate-planning-for-retirement-2]]>1484influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-richard-hanson-president-of-generations-wealth-management-discussing-overcoming-fears-of-market-volatility--63292389
Learn more: https://www.generationswealthmgt.com/

Registered Representative & Securities Offered Through Capital Synergy Partners, Member FINRA/SIPC , 2860 Michelle Dr. Suite 150 Irvine, CA 92606, Phone: 888-277-1974 Generations Wealth Management Group and Capital Synergy Partners are Unaffiliated Entities.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-richard-hanson-president-of-generations-wealth-management-discussing-overcoming-fears-of-market-volatility]]>https://api.spreaker.com/episode/63292389Fri, 13 Dec 2024 00:28:08 +0000Mike Saunders, MBATwo generations of trusted Hanson financial professionals serve multiple generations of clients concerned with financial goals, wealth management, safety, security, and estate planning. Richard Hanson, President of Generations Financial &...
Learn more: https://www.generationswealthmgt.com/

Registered Representative & Securities Offered Through Capital Synergy Partners, Member FINRA/SIPC , 2860 Michelle Dr. Suite 150 Irvine, CA 92606, Phone: 888-277-1974 Generations Wealth Management Group and Capital Synergy Partners are Unaffiliated Entities.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-richard-hanson-president-of-generations-wealth-management-discussing-overcoming-fears-of-market-volatility]]>1740influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-brian-sirota-founder-of-bes-financial-discussing-indexed-annuities--63276677
Learn More: https://besfinancial.com/

Securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC and a registered investment advisor. Insurance products may be offered through Brian E. Sirota, also Known as BES Financial which is not affiliated with Osaic Wealth.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-brian-sirota-founder-of-bes-financial-discussing-indexed-annuities]]>https://api.spreaker.com/episode/63276677Wed, 11 Dec 2024 23:22:38 +0000Mike Saunders, MBABrian is a Financial Representative with extensive knowledge and understanding of Financial Products to assist clients in planning for their retirement needs. Learn More: https://besfinancial.com/ Securities and investment advisory services offered...
Learn More: https://besfinancial.com/

Securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC and a registered investment advisor. Insurance products may be offered through Brian E. Sirota, also Known as BES Financial which is not affiliated with Osaic Wealth.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-brian-sirota-founder-of-bes-financial-discussing-indexed-annuities]]>1159influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-richard-hanson-president-of-generations-wealth-management-discussing-financial-confidence-in-retirement--63252204
Learn more: https://www.generationswealthmgt.com/

Registered Representative & Securities Offered Through Capital Synergy Partners, Member FINRA/SIPC , 2860 Michelle Dr. Suite 150 Irvine, CA 92606, Phone: 888-277-1974 Generations Wealth Management Group and Capital Synergy Partners are Unaffiliated Entities.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-richard-hanson-president-of-generations-wealth-management-discussing-financial-confidence-in-retirement]]>https://api.spreaker.com/episode/63252204Tue, 10 Dec 2024 12:07:07 +0000Mike Saunders, MBATwo generations of trusted Hanson financial professionals serve multiple generations of clients concerned with financial goals, wealth management, safety, security, and estate planning. Richard Hanson, President of Generations Financial &...
Learn more: https://www.generationswealthmgt.com/

Registered Representative & Securities Offered Through Capital Synergy Partners, Member FINRA/SIPC , 2860 Michelle Dr. Suite 150 Irvine, CA 92606, Phone: 888-277-1974 Generations Wealth Management Group and Capital Synergy Partners are Unaffiliated Entities.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-richard-hanson-president-of-generations-wealth-management-discussing-financial-confidence-in-retirement]]>1578influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-ron-roberts-founder-and-ceo-of-roberts-retirement-group-discussing-estate-planning-for-retirement--63252044
After high school, he joined the United States Coast Guard where he learned about hard work, discipline, and duty. He enjoyed serving his country and helping to keep people safe. He grew in experience through training, education, and travel. He developed a love for the sea and enjoys boating and sailing with friends and family.

After completing his time with the Coast Guard, Ron served on a mission for the deaf in Chicago for his church. While there, he formed the first deaf scout troop in Chicago for the Boy Scouts of America. Returning from Chicago, Ron attended college in Stockton, California where he met his wife, Julie. They were married in the spring of 1984. In 1991, Ron and Julie moved to Amador County where they enjoyed raising their four daughters in a close knit community. Ron’s hobbies include reading, boating, sports, and traveling with his family. Ron also volunteered at a private school where he taught history and American Sign Language. Family, faith, and community are the most important things that define Ron.

Ron’s chosen vocation as a Retirement Planning Professional allows him to use his experience, his gifts, and his love for family to help people in a very special way. Ron has been in the retirement planning industry since 1990. Founded in 2002, Roberts Retirement has grown over the years to serve families in northern California and around the country.

Ron has served as President of the California Estate Planning Counsel and continues to mentor other retirement planning professionals all across the United States. He is constantly educating himself on the most up-to-date investment strategies and changes in the financial industry. Ron is recognized as a leader in the industry, is a sought-after speaker, and has been featured in Senior Market Advisor Magazine

Learn more: https://www.robertsretirement.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-ron-roberts-founder-and-ceo-of-roberts-retirement-group-discussing-estate-planning-for-retirement]]>https://api.spreaker.com/episode/63252044Tue, 10 Dec 2024 11:46:45 +0000Mike Saunders, MBARon was born in Burbank California and grew up in the Mojave Desert. Being the first of six children born to deaf parents, he learned responsibility at an early age. His commitment to family and faith is unwavering. It’s the essence of who he is and...
After high school, he joined the United States Coast Guard where he learned about hard work, discipline, and duty. He enjoyed serving his country and helping to keep people safe. He grew in experience through training, education, and travel. He developed a love for the sea and enjoys boating and sailing with friends and family.

After completing his time with the Coast Guard, Ron served on a mission for the deaf in Chicago for his church. While there, he formed the first deaf scout troop in Chicago for the Boy Scouts of America. Returning from Chicago, Ron attended college in Stockton, California where he met his wife, Julie. They were married in the spring of 1984. In 1991, Ron and Julie moved to Amador County where they enjoyed raising their four daughters in a close knit community. Ron’s hobbies include reading, boating, sports, and traveling with his family. Ron also volunteered at a private school where he taught history and American Sign Language. Family, faith, and community are the most important things that define Ron.

Ron’s chosen vocation as a Retirement Planning Professional allows him to use his experience, his gifts, and his love for family to help people in a very special way. Ron has been in the retirement planning industry since 1990. Founded in 2002, Roberts Retirement has grown over the years to serve families in northern California and around the country.

Ron has served as President of the California Estate Planning Counsel and continues to mentor other retirement planning professionals all across the United States. He is constantly educating himself on the most up-to-date investment strategies and changes in the financial industry. Ron is recognized as a leader in the industry, is a sought-after speaker, and has been featured in Senior Market Advisor Magazine

Learn more: https://www.robertsretirement.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-ron-roberts-founder-and-ceo-of-roberts-retirement-group-discussing-estate-planning-for-retirement]]>1484influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-ron-roberts-founder-and-ceo-of-roberts-retirement-group-discussing-health-care-planning-for-retirement--63189220
After high school, he joined the United States Coast Guard where he learned about hard work, discipline, and duty. He enjoyed serving his country and helping to keep people safe. He grew in experience through training, education, and travel. He developed a love for the sea and enjoys boating and sailing with friends and family.

After completing his time with the Coast Guard, Ron served on a mission for the deaf in Chicago for his church. While there, he formed the first deaf scout troop in Chicago for the Boy Scouts of America. Returning from Chicago, Ron attended college in Stockton, California where he met his wife, Julie. They were married in the spring of 1984. In 1991, Ron and Julie moved to Amador County where they enjoyed raising their four daughters in a close knit community. Ron’s hobbies include reading, boating, sports, and traveling with his family. Ron also volunteered at a private school where he taught history and American Sign Language. Family, faith, and community are the most important things that define Ron.

Ron’s chosen vocation as a Retirement Planning Professional allows him to use his experience, his gifts, and his love for family to help people in a very special way. Ron has been in the retirement planning industry since 1990. Founded in 2002, Roberts Retirement has grown over the years to serve families in northern California and around the country.

Ron has served as President of the California Estate Planning Counsel and continues to mentor other retirement planning professionals all across the United States. He is constantly educating himself on the most up-to-date investment strategies and changes in the financial industry. Ron is recognized as a leader in the industry, is a sought-after speaker, and has been featured in Senior Market Advisor Magazine

Learn more: https://www.robertsretirement.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-ron-roberts-founder-and-ceo-of-roberts-retirement-group-discussing-health-care-planning-for-retirement]]>https://api.spreaker.com/episode/63189220Fri, 06 Dec 2024 15:09:31 +0000Mike Saunders, MBARon was born in Burbank California and grew up in the Mojave Desert. Being the first of six children born to deaf parents, he learned responsibility at an early age. His commitment to family and faith is unwavering. It’s the essence of who he is and...
After high school, he joined the United States Coast Guard where he learned about hard work, discipline, and duty. He enjoyed serving his country and helping to keep people safe. He grew in experience through training, education, and travel. He developed a love for the sea and enjoys boating and sailing with friends and family.

After completing his time with the Coast Guard, Ron served on a mission for the deaf in Chicago for his church. While there, he formed the first deaf scout troop in Chicago for the Boy Scouts of America. Returning from Chicago, Ron attended college in Stockton, California where he met his wife, Julie. They were married in the spring of 1984. In 1991, Ron and Julie moved to Amador County where they enjoyed raising their four daughters in a close knit community. Ron’s hobbies include reading, boating, sports, and traveling with his family. Ron also volunteered at a private school where he taught history and American Sign Language. Family, faith, and community are the most important things that define Ron.

Ron’s chosen vocation as a Retirement Planning Professional allows him to use his experience, his gifts, and his love for family to help people in a very special way. Ron has been in the retirement planning industry since 1990. Founded in 2002, Roberts Retirement has grown over the years to serve families in northern California and around the country.

Ron has served as President of the California Estate Planning Counsel and continues to mentor other retirement planning professionals all across the United States. He is constantly educating himself on the most up-to-date investment strategies and changes in the financial industry. Ron is recognized as a leader in the industry, is a sought-after speaker, and has been featured in Senior Market Advisor Magazine

Learn more: https://www.robertsretirement.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-ron-roberts-founder-and-ceo-of-roberts-retirement-group-discussing-health-care-planning-for-retirement]]>1265influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-scheavosky-mcgawion-founder-of-mcgawion-insurance-pros-discussing-emotional-needs-and-concerns-in-financial-planning--63062338
For over 15 years, Scheavosky now serves Georgia and communities across the nation by educating and protecting the financial interest of those seeking Insurance products and is committed to customers’ understanding of the products they seek and how they will enhance their life. Welcome to the Pros!

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

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-scheavosky-mcgawion-founder-of-mcgawion-insurance-pros-discussing-emotional-needs-and-concerns-in-financial-planning]]>https://api.spreaker.com/episode/63062338Fri, 29 Nov 2024 16:49:00 +0000Mike Saunders, MBAMr. Scheavosky McGawion is a proud United States Air Force Veteran having served in Operation Iraq Freedom and in the Global War on Terror after joining the Air Force in 2001. For over 15 years, Scheavosky now serves Georgia and communities across...
For over 15 years, Scheavosky now serves Georgia and communities across the nation by educating and protecting the financial interest of those seeking Insurance products and is committed to customers’ understanding of the products they seek and how they will enhance their life. Welcome to the Pros!

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

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-scheavosky-mcgawion-founder-of-mcgawion-insurance-pros-discussing-emotional-needs-and-concerns-in-financial-planning]]>1241influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-dennis-lindsay-author-of-the-lens-of-the-father--63032685
Learn More: https://thelensofthefather.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-dennis-lindsay-author-of-the-lens-of-the-father]]>https://api.spreaker.com/episode/63032685Wed, 27 Nov 2024 16:37:57 +0000Mike Saunders, MBADennis G. Lindsay has dedicated over 20 years to Christian ministry, primarily in the Triangle region of North Carolina. As a seasoned spiritual father, he is passionate about mentoring young leaders and helping them discover and fulfill their divine...
Learn More: https://thelensofthefather.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-dennis-lindsay-author-of-the-lens-of-the-father]]>1347influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-ron-roberts-founder-and-ceo-of-roberts-retirement-group-discussing-tax-planning-for-retirement--63032510
After high school, he joined the United States Coast Guard where he learned about hard work, discipline, and duty. He enjoyed serving his country and helping to keep people safe. He grew in experience through training, education, and travel. He developed a love for the sea and enjoys boating and sailing with friends and family.

After completing his time with the Coast Guard, Ron served on a mission for the deaf in Chicago for his church. While there, he formed the first deaf scout troop in Chicago for the Boy Scouts of America. Returning from Chicago, Ron attended college in Stockton, California where he met his wife, Julie. They were married in the spring of 1984. In 1991, Ron and Julie moved to Amador County where they enjoyed raising their four daughters in a close knit community. Ron’s hobbies include reading, boating, sports, and traveling with his family. Ron also volunteered at a private school where he taught history and American Sign Language. Family, faith, and community are the most important things that define Ron.

Ron’s chosen vocation as a Retirement Planning Professional allows him to use his experience, his gifts, and his love for family to help people in a very special way. Ron has been in the retirement planning industry since 1990. Founded in 2002, Roberts Retirement has grown over the years to serve families in northern California and around the country.

Ron has served as President of the California Estate Planning Counsel and continues to mentor other retirement planning professionals all across the United States. He is constantly educating himself on the most up-to-date investment strategies and changes in the financial industry. Ron is recognized as a leader in the industry, is a sought-after speaker, and has been featured in Senior Market Advisor Magazine

Learn more: https://www.robertsretirement.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-ron-roberts-founder-and-ceo-of-roberts-retirement-group-discussing-tax-planning-for-retirement]]>https://api.spreaker.com/episode/63032510Wed, 27 Nov 2024 16:22:46 +0000Mike Saunders, MBARon was born in Burbank California and grew up in the Mojave Desert. Being the first of six children born to deaf parents, he learned responsibility at an early age. His commitment to family and faith is unwavering. It’s the essence of who he is and...
After high school, he joined the United States Coast Guard where he learned about hard work, discipline, and duty. He enjoyed serving his country and helping to keep people safe. He grew in experience through training, education, and travel. He developed a love for the sea and enjoys boating and sailing with friends and family.

After completing his time with the Coast Guard, Ron served on a mission for the deaf in Chicago for his church. While there, he formed the first deaf scout troop in Chicago for the Boy Scouts of America. Returning from Chicago, Ron attended college in Stockton, California where he met his wife, Julie. They were married in the spring of 1984. In 1991, Ron and Julie moved to Amador County where they enjoyed raising their four daughters in a close knit community. Ron’s hobbies include reading, boating, sports, and traveling with his family. Ron also volunteered at a private school where he taught history and American Sign Language. Family, faith, and community are the most important things that define Ron.

Ron’s chosen vocation as a Retirement Planning Professional allows him to use his experience, his gifts, and his love for family to help people in a very special way. Ron has been in the retirement planning industry since 1990. Founded in 2002, Roberts Retirement has grown over the years to serve families in northern California and around the country.

Ron has served as President of the California Estate Planning Counsel and continues to mentor other retirement planning professionals all across the United States. He is constantly educating himself on the most up-to-date investment strategies and changes in the financial industry. Ron is recognized as a leader in the industry, is a sought-after speaker, and has been featured in Senior Market Advisor Magazine

Learn more: https://www.robertsretirement.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-ron-roberts-founder-and-ceo-of-roberts-retirement-group-discussing-tax-planning-for-retirement]]>1310influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-beatriz-bron-author-of-flip-it-over--63012135
A fearless entrepreneur and constant student of personal improvement, Beatriz is the founder of a prestigious high-security company in Costa Rica, in which, for almost 30 years, she successfully served as CEO, COO, and Human Resources Manager and acquired vast experience in the field of sales and human connection.

The integration of experiences and knowledge derived from her life and professional career has led Beatriz to develop a method for empowering and supporting people to alleviate and transform adversity into positivity, both on a personal and business level, including those created by the world of constant change.

Through games and in an intimate, pleasant and participatory way, Beatriz empowers her participants to create unique and personalized opportunities that harvest the optimism, hope, tolerance and respect they need to live a more peaceful existence or what we might call happiness.

Learn More and receive book bonuses:

https://app.simonmediagroup.com/v2/preview/QaMegj1htrotwxHV433l

https://reinventateconbeatriz.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-beatriz-bron-author-of-flip-it-over]]>https://api.spreaker.com/episode/63012135Tue, 26 Nov 2024 11:33:14 +0000Mike Saunders, MBABeatriz Bron is a high impact lecturer and international facilitator, specialized in group dynamics through phototherapy, certified in the recognized Points of You Methodology. A fearless entrepreneur and constant student of personal improvement,...
A fearless entrepreneur and constant student of personal improvement, Beatriz is the founder of a prestigious high-security company in Costa Rica, in which, for almost 30 years, she successfully served as CEO, COO, and Human Resources Manager and acquired vast experience in the field of sales and human connection.

The integration of experiences and knowledge derived from her life and professional career has led Beatriz to develop a method for empowering and supporting people to alleviate and transform adversity into positivity, both on a personal and business level, including those created by the world of constant change.

Through games and in an intimate, pleasant and participatory way, Beatriz empowers her participants to create unique and personalized opportunities that harvest the optimism, hope, tolerance and respect they need to live a more peaceful existence or what we might call happiness.

Learn More and receive book bonuses:

https://app.simonmediagroup.com/v2/preview/QaMegj1htrotwxHV433l

https://reinventateconbeatriz.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-beatriz-bron-author-of-flip-it-over]]>1415influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-scheavosky-mcgawion-founder-of-mcgawion-insurance-pros-discussing-building-trust-and-long-term-relationships--63011593
For over 15 years, Scheavosky now serves Georgia and communities across the nation by educating and protecting the financial interest of those seeking Insurance products and is committed to customers’ understanding of the products they seek and how they will enhance their life. Welcome to the Pros!

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

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-scheavosky-mcgawion-founder-of-mcgawion-insurance-pros-discussing-building-trust-and-long-term-relationships]]>https://api.spreaker.com/episode/63011593Tue, 26 Nov 2024 11:18:42 +0000Mike Saunders, MBAMr. Scheavosky McGawion, is a proud United States Air Force Veteran having served in Operation Iraq Freedom and in the Global War on Terror after joining the Air Force in 2001. For over 15 years, Scheavosky now serves Georgia and communities across...
For over 15 years, Scheavosky now serves Georgia and communities across the nation by educating and protecting the financial interest of those seeking Insurance products and is committed to customers’ understanding of the products they seek and how they will enhance their life. Welcome to the Pros!

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

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-scheavosky-mcgawion-founder-of-mcgawion-insurance-pros-discussing-building-trust-and-long-term-relationships]]>1396influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-ron-roberts-founder-and-ceo-of-roberts-retirement-group-discussing-guaranteed-retirement-income-planning--62968045
After high school, he joined the United States Coast Guard where he learned about hard work, discipline, and duty. He enjoyed serving his country and helping to keep people safe. He grew in experience through training, education, and travel. He developed a love for the sea and enjoys boating and sailing with friends and family.

After completing his time with the Coast Guard, Ron served on a mission for the deaf in Chicago for his church. While there, he formed the first deaf scout troop in Chicago for the Boy Scouts of America. Returning from Chicago, Ron attended college in Stockton, California where he met his wife, Julie. They were married in the spring of 1984. In 1991, Ron and Julie moved to Amador County where they enjoyed raising their four daughters in a close knit community. Ron’s hobbies include reading, boating, sports, and traveling with his family. Ron also volunteered at a private school where he taught history and American Sign Language. Family, faith, and community are the most important things that define Ron.

Ron’s chosen vocation as a Retirement Planning Professional allows him to use his experience, his gifts, and his love for family to help people in a very special way. Ron has been in the retirement planning industry since 1990. Founded in 2002, Roberts Retirement has grown over the years to serve families in northern California and around the country.

Ron has served as President of the California Estate Planning Counsel and continues to mentor other retirement planning professionals all across the United States. He is constantly educating himself on the most up-to-date investment strategies and changes in the financial industry. Ron is recognized as a leader in the industry, is a sought-after speaker, and has been featured in Senior Market Advisor Magazine

Learn more: https://www.robertsretirement.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-ron-roberts-founder-and-ceo-of-roberts-retirement-group-discussing-guaranteed-retirement-income-planning]]>https://api.spreaker.com/episode/62968045Fri, 22 Nov 2024 16:00:42 +0000Mike Saunders, MBARon was born in Burbank California and grew up in the Mojave Desert. Being the first of six children born to deaf parents, he learned responsibility at an early age. His commitment to family and faith is unwavering. It’s the essence of who he is and...
After high school, he joined the United States Coast Guard where he learned about hard work, discipline, and duty. He enjoyed serving his country and helping to keep people safe. He grew in experience through training, education, and travel. He developed a love for the sea and enjoys boating and sailing with friends and family.

After completing his time with the Coast Guard, Ron served on a mission for the deaf in Chicago for his church. While there, he formed the first deaf scout troop in Chicago for the Boy Scouts of America. Returning from Chicago, Ron attended college in Stockton, California where he met his wife, Julie. They were married in the spring of 1984. In 1991, Ron and Julie moved to Amador County where they enjoyed raising their four daughters in a close knit community. Ron’s hobbies include reading, boating, sports, and traveling with his family. Ron also volunteered at a private school where he taught history and American Sign Language. Family, faith, and community are the most important things that define Ron.

Ron’s chosen vocation as a Retirement Planning Professional allows him to use his experience, his gifts, and his love for family to help people in a very special way. Ron has been in the retirement planning industry since 1990. Founded in 2002, Roberts Retirement has grown over the years to serve families in northern California and around the country.

Ron has served as President of the California Estate Planning Counsel and continues to mentor other retirement planning professionals all across the United States. He is constantly educating himself on the most up-to-date investment strategies and changes in the financial industry. Ron is recognized as a leader in the industry, is a sought-after speaker, and has been featured in Senior Market Advisor Magazine

Learn more: https://www.robertsretirement.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-ron-roberts-founder-and-ceo-of-roberts-retirement-group-discussing-guaranteed-retirement-income-planning]]>1537influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-scheavosky-mcgawion-founder-of-mcgawion-insurance-pros-discussing-empowerment-through-education-in-insurance--62967940
For over 15 years, Scheavosky now serves Georgia and communities across the nation by educating and protecting the financial interest of those seeking Insurance products and is committed to customers’ understanding of the products they seek and how they will enhance their life. Welcome to the Pros!

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

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-scheavosky-mcgawion-founder-of-mcgawion-insurance-pros-discussing-empowerment-through-education-in-insurance]]>https://api.spreaker.com/episode/62967940Fri, 22 Nov 2024 15:51:23 +0000Mike Saunders, MBAMr. Scheavosky McGawion, is a proud United States Air Force Veteran having served in Operation Iraq Freedom and the Global War on Terror after joining the Air Force in 2001. For over 15 years, Scheavosky now serves Georgia and communities across the...
For over 15 years, Scheavosky now serves Georgia and communities across the nation by educating and protecting the financial interest of those seeking Insurance products and is committed to customers’ understanding of the products they seek and how they will enhance their life. Welcome to the Pros!

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

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-scheavosky-mcgawion-founder-of-mcgawion-insurance-pros-discussing-empowerment-through-education-in-insurance]]>1227influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-ron-roberts-founder-and-ceo-of-roberts-retirement-group-discussing-social-security-planning-for-retirement--62876280
After high school, he joined the United States Coast Guard where he learned about hard work, discipline, and duty. He enjoyed serving his country and helping to keep people safe. He grew in experience through training, education, and travel. He developed a love for the sea and enjoys boating and sailing with friends and family.

After completing his time with the Coast Guard, Ron served on a mission for the deaf in Chicago for his church. While there, he formed the first deaf scout troop in Chicago for the Boy Scouts of America. Returning from Chicago, Ron attended college in Stockton, California where he met his wife, Julie. They were married in the spring of 1984. In 1991, Ron and Julie moved to Amador County where they enjoyed raising their four daughters in a close knit community. Ron’s hobbies include reading, boating, sports, and traveling with his family. Ron also volunteered at a private school where he taught history and American Sign Language. Family, faith, and community are the most important things that define Ron.

Ron’s chosen vocation as a Retirement Planning Professional allows him to use his experience, his gifts, and his love for family to help people in a very special way. Ron has been in the retirement planning industry since 1990. Founded in 2002, Roberts Retirement has grown over the years to serve families in northern California and around the country.

Ron has served as President of the California Estate Planning Counsel and continues to mentor other retirement planning professionals all across the United States. He is constantly educating himself on the most up-to-date investment strategies and changes in the financial industry. Ron is recognized as a leader in the industry, is a sought-after speaker, and has been featured in Senior Market Advisor Magazine

Learn more: https://www.robertsretirement.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-ron-roberts-founder-and-ceo-of-roberts-retirement-group-discussing-social-security-planning-for-retirement]]>https://api.spreaker.com/episode/62876280Wed, 20 Nov 2024 15:01:19 +0000Mike Saunders, MBARon was born in Burbank California and grew up in the Mojave Desert. Being the first of six children born to deaf parents, he learned responsibility at an early age. His commitment to family and faith is unwavering. It’s the essence of who he is and...
After high school, he joined the United States Coast Guard where he learned about hard work, discipline, and duty. He enjoyed serving his country and helping to keep people safe. He grew in experience through training, education, and travel. He developed a love for the sea and enjoys boating and sailing with friends and family.

After completing his time with the Coast Guard, Ron served on a mission for the deaf in Chicago for his church. While there, he formed the first deaf scout troop in Chicago for the Boy Scouts of America. Returning from Chicago, Ron attended college in Stockton, California where he met his wife, Julie. They were married in the spring of 1984. In 1991, Ron and Julie moved to Amador County where they enjoyed raising their four daughters in a close knit community. Ron’s hobbies include reading, boating, sports, and traveling with his family. Ron also volunteered at a private school where he taught history and American Sign Language. Family, faith, and community are the most important things that define Ron.

Ron’s chosen vocation as a Retirement Planning Professional allows him to use his experience, his gifts, and his love for family to help people in a very special way. Ron has been in the retirement planning industry since 1990. Founded in 2002, Roberts Retirement has grown over the years to serve families in northern California and around the country.

Ron has served as President of the California Estate Planning Counsel and continues to mentor other retirement planning professionals all across the United States. He is constantly educating himself on the most up-to-date investment strategies and changes in the financial industry. Ron is recognized as a leader in the industry, is a sought-after speaker, and has been featured in Senior Market Advisor Magazine

Learn more: https://www.robertsretirement.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-ron-roberts-founder-and-ceo-of-roberts-retirement-group-discussing-social-security-planning-for-retirement]]>1389influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-ron-roberts-founder-and-ceo-of-roberts-retirement-group-discussing-longevity-planning-for-retirement--62790850
After high school, he joined the United States Coast Guard where he learned about hard work, discipline, and duty. He enjoyed serving his country and helping to keep people safe. He grew in experience through training, education, and travel. He developed a love for the sea and enjoys boating and sailing with friends and family.

After completing his time with the Coast Guard, Ron served on a mission for the deaf in Chicago for his church. While there, he formed the first deaf scout troop in Chicago for the Boy Scouts of America. Returning from Chicago, Ron attended college in Stockton, California where he met his wife, Julie. They were married in the spring of 1984. In 1991, Ron and Julie moved to Amador County where they enjoyed raising their four daughters in a close knit community. Ron’s hobbies include reading, boating, sports, and traveling with his family. Ron also volunteered at a private school where he taught history and American Sign Language. Family, faith, and community are the most important things that define Ron.

Ron’s chosen vocation as a Retirement Planning Professional allows him to use his experience, his gifts, and his love for family to help people in a very special way. Ron has been in the retirement planning industry since 1990. Founded in 2002, Roberts Retirement has grown over the years to serve families in northern California and around the country.

Ron has served as President of the California Estate Planning Counsel and continues to mentor other retirement planning professionals all across the United States. He is constantly educating himself on the most up-to-date investment strategies and changes in the financial industry. Ron is recognized as a leader in the industry, is a sought-after speaker, and has been featured in Senior Market Advisor Magazine

Learn more: https://www.robertsretirement.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-ron-roberts-founder-and-ceo-of-roberts-retirement-group-discussing-longevity-planning-for-retirement]]>https://api.spreaker.com/episode/62790850Mon, 18 Nov 2024 18:44:27 +0000Mike Saunders, MBARon was born in Burbank California and grew up in the Mojave Desert. Being the first of six children born to deaf parents, he learned responsibility at an early age. His commitment to family and faith is unwavering. It’s the essence of who he is and...
After high school, he joined the United States Coast Guard where he learned about hard work, discipline, and duty. He enjoyed serving his country and helping to keep people safe. He grew in experience through training, education, and travel. He developed a love for the sea and enjoys boating and sailing with friends and family.

After completing his time with the Coast Guard, Ron served on a mission for the deaf in Chicago for his church. While there, he formed the first deaf scout troop in Chicago for the Boy Scouts of America. Returning from Chicago, Ron attended college in Stockton, California where he met his wife, Julie. They were married in the spring of 1984. In 1991, Ron and Julie moved to Amador County where they enjoyed raising their four daughters in a close knit community. Ron’s hobbies include reading, boating, sports, and traveling with his family. Ron also volunteered at a private school where he taught history and American Sign Language. Family, faith, and community are the most important things that define Ron.

Ron’s chosen vocation as a Retirement Planning Professional allows him to use his experience, his gifts, and his love for family to help people in a very special way. Ron has been in the retirement planning industry since 1990. Founded in 2002, Roberts Retirement has grown over the years to serve families in northern California and around the country.

Ron has served as President of the California Estate Planning Counsel and continues to mentor other retirement planning professionals all across the United States. He is constantly educating himself on the most up-to-date investment strategies and changes in the financial industry. Ron is recognized as a leader in the industry, is a sought-after speaker, and has been featured in Senior Market Advisor Magazine

Learn more: https://www.robertsretirement.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-ron-roberts-founder-and-ceo-of-roberts-retirement-group-discussing-longevity-planning-for-retirement]]>1245influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-brad-baldridge-founder-of-taming-the-high-cost-of-college--62755866
For over 20 years, he has shared his expertise and insights through his private practice, as a blogger and host of the Taming the High Cost of College Podcast, and as a presenter at numerous workshops and seminars.

Learn More: https://tamingthehighcostofcollege.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-brad-baldridge-founder-of-taming-the-high-cost-of-college]]>https://api.spreaker.com/episode/62755866Fri, 15 Nov 2024 16:10:27 +0000Mike Saunders, MBABrad Baldridge is one of the nation’s leading college financial experts. He teaches families the best ways to plan, save and pay for college so they can make their children’s college dreams come true without wiping out their finances or their...
For over 20 years, he has shared his expertise and insights through his private practice, as a blogger and host of the Taming the High Cost of College Podcast, and as a presenter at numerous workshops and seminars.

Learn More: https://tamingthehighcostofcollege.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-brad-baldridge-founder-of-taming-the-high-cost-of-college]]>1465influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-falko-krismayr-author-of-the-9-stages-of-network-marketing-mastery--62755411
In 2015, after his professional ski jumping career, Falko transitioned into self-employment, pursuing his vision of a free, self-determined life. He built a Network Marketing business that has since grown into a successful organization with thousands of distributors and customers. Inspired by Tony Robbins, he and his wife developed The 9 Stages of Network Marketing Mastery, a framework designed to give back to the industry and the wider community, helping others build successful businesses, achieve generational wealth, and experience lasting success.

Learn More: https://networkmarketing-mastery.com

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-falko-krismayr-author-of-the-9-stages-of-network-marketing-mastery]]>https://api.spreaker.com/episode/62755411Fri, 15 Nov 2024 15:49:57 +0000Mike Saunders, MBAFalko Krismayr is a retired Austrian Ski Jumper who has trained numerous World Championship and Olympic-winning athletes. His coaching focuses on success strategies, nutrition, motivation, and personal responsibility. Whether as a junior trainer, a...
In 2015, after his professional ski jumping career, Falko transitioned into self-employment, pursuing his vision of a free, self-determined life. He built a Network Marketing business that has since grown into a successful organization with thousands of distributors and customers. Inspired by Tony Robbins, he and his wife developed The 9 Stages of Network Marketing Mastery, a framework designed to give back to the industry and the wider community, helping others build successful businesses, achieve generational wealth, and experience lasting success.

Learn More: https://networkmarketing-mastery.com

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-falko-krismayr-author-of-the-9-stages-of-network-marketing-mastery]]>1852influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-steven-michael-england-president-of-capstone-retirement-discussing-estate-planning-for-retirement--62755112
Learn more: http://www.thewealthlifestyle.com/

This podcast is for informational purposes only and should not be considered legal, health, investment, tax, profession advice. We are not responsible for any losses, damages, or liabilities that may arise from the use of this podcast. This podcast is not intended to replace professional investment, tax, or legal advice. The views expressed in this podcast may not be the views of the host or the management.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-steven-michael-englandpresident-of-capstone-retirement-discussing-estate-planning-for-retirement]]>https://api.spreaker.com/episode/62755112Fri, 15 Nov 2024 15:37:36 +0000Mike Saunders, MBAFinancial advisor and Retirement Planner since 1982, Best Selling Author of “The Wealth Lifestyle”, honored with numerous industry awards and honors of achievement. I value close business relationships with clients and treat them the way I would want...
Learn more: http://www.thewealthlifestyle.com/

This podcast is for informational purposes only and should not be considered legal, health, investment, tax, profession advice. We are not responsible for any losses, damages, or liabilities that may arise from the use of this podcast. This podcast is not intended to replace professional investment, tax, or legal advice. The views expressed in this podcast may not be the views of the host or the management.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-steven-michael-englandpresident-of-capstone-retirement-discussing-estate-planning-for-retirement]]>1628influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-danny-favreau-with-one-less-worry-discussing-teacher-403-b-plans--62711768
Danny’s career spans a range of challenging roles, from field underwriter to account executive, financial advisor, and now business owner. Each position has refined his financial expertise and deepened his industry insights. With a National Social Security Advisor certification, Danny is equipped to address Social Security-related needs, including optimization strategies to maximize benefits.

Throughout his career, Danny has demonstrated a commitment to professional growth, expanding his financial acumen through continuous education and leadership roles within top-tier organizations. His clients and colleagues alike value his integrity, his attention to detail, and his ability to consistently deliver exceptional results.

Learn More: https://www.onelessworry.co/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-danny-favreau-with-one-less-worry-discussing-teacher-403b-plans]]>https://api.spreaker.com/episode/62711768Wed, 13 Nov 2024 00:17:28 +0000Mike Saunders, MBADanny Favreau is a knowledgeable, detail-oriented leader with nearly 17 years of experience in the dynamic financial industry. As the owner of One Less Worry, Danny has become a trusted authority in pension and retirement planning, providing Federal...
Danny’s career spans a range of challenging roles, from field underwriter to account executive, financial advisor, and now business owner. Each position has refined his financial expertise and deepened his industry insights. With a National Social Security Advisor certification, Danny is equipped to address Social Security-related needs, including optimization strategies to maximize benefits.

Throughout his career, Danny has demonstrated a commitment to professional growth, expanding his financial acumen through continuous education and leadership roles within top-tier organizations. His clients and colleagues alike value his integrity, his attention to detail, and his ability to consistently deliver exceptional results.

Learn More: https://www.onelessworry.co/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-danny-favreau-with-one-less-worry-discussing-teacher-403b-plans]]>1094influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/pete-tychsen-president-and-founder-of-preservation-financial-group-discussing-time-bucketing-in-retirement--62711372
Pete has been helping local residents plan their retirement since 1996 and focuses on the areas of IRA/401(k) distribution, tax strategies, asset protection, and income planning. Pete’s approach has helped his clients:

• Avoid needless taxation on IRAs/ retirement accounts
• Protect their principal and create a secure retirement income
• Avoid unnecessary risks with their retirement assets
• Use Retirement Plans to build a lasting legacy for children and grandchildren

Pete regularly conducts seminars on a variety of financial topics to groups including Executives, Educators, Government and State employees – as well as to the general public. Pete is author of Retire Worry-Free: Your Guide to A Simpler, Safer Retirement.

Pete is an FSU Alumni and lives in the Tallahassee area with his wife LeAnne and their five children, Andrew, Anna, Arden, Christopher, and Sarah. When not working to help secure the financial future of retirees, Pete enjoys involvement at his church, fishing, hunting, and spending time with his family.

Investment advisory services are offered through Gibbs Wealth Management, LLC (Preservation Financial Group), a SEC Registered Investment Advisor. Insurance products and services are offered through Preservation Financial Group. Gibbs Wealth Management, LLC (DBA Preservation Financial Group) and Preservation Financial Group, are unaffiliated companies.

Learn more: https://www.PFG12.com or https://www.preservationfinancialgroup.com

This interview includes opinions and insights that do not guarantee any specific investment outcomes. Past performance is not indicative of future results. All investing involves risk, including potential loss of principal. The IAR in this interview may benefit from certain products or services discussed. Please consider this potential conflict when evaluating any statements. This interview is for informational purposes only and does not constitute an offer to sell or a solicitation to buy any securities. Gibbs Wealth Management is an SEC-registered investment adviser. Please consult a financial professional for personalized advice.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/pete-tychsen-president-and-founder-of-preservation-financial-group-discussing-time-bucketing-in-retirement]]>https://api.spreaker.com/episode/62711372Tue, 12 Nov 2024 23:33:43 +0000Mike Saunders, MBAPete Tychsen is the President and founder of Preservation Financial Group in Tallahassee. Pete has been helping local residents plan their retirement since 1996 and focuses on the areas of IRA/401(k) distribution, tax strategies, asset protection,...
Pete has been helping local residents plan their retirement since 1996 and focuses on the areas of IRA/401(k) distribution, tax strategies, asset protection, and income planning. Pete’s approach has helped his clients:

• Avoid needless taxation on IRAs/ retirement accounts
• Protect their principal and create a secure retirement income
• Avoid unnecessary risks with their retirement assets
• Use Retirement Plans to build a lasting legacy for children and grandchildren

Pete regularly conducts seminars on a variety of financial topics to groups including Executives, Educators, Government and State employees – as well as to the general public. Pete is author of Retire Worry-Free: Your Guide to A Simpler, Safer Retirement.

Pete is an FSU Alumni and lives in the Tallahassee area with his wife LeAnne and their five children, Andrew, Anna, Arden, Christopher, and Sarah. When not working to help secure the financial future of retirees, Pete enjoys involvement at his church, fishing, hunting, and spending time with his family.

Investment advisory services are offered through Gibbs Wealth Management, LLC (Preservation Financial Group), a SEC Registered Investment Advisor. Insurance products and services are offered through Preservation Financial Group. Gibbs Wealth Management, LLC (DBA Preservation Financial Group) and Preservation Financial Group, are unaffiliated companies.

Learn more: https://www.PFG12.com or https://www.preservationfinancialgroup.com

This interview includes opinions and insights that do not guarantee any specific investment outcomes. Past performance is not indicative of future results. All investing involves risk, including potential loss of principal. The IAR in this interview may benefit from certain products or services discussed. Please consider this potential conflict when evaluating any statements. This interview is for informational purposes only and does not constitute an offer to sell or a solicitation to buy any securities. Gibbs Wealth Management is an SEC-registered investment adviser. Please consult a financial professional for personalized advice.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/pete-tychsen-president-and-founder-of-preservation-financial-group-discussing-time-bucketing-in-retirement]]>1522influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-danny-favreau-founder-of-one-less-worry-discussing-taxes-in-retirement--62690768
Danny’s career spans a range of challenging roles, from field underwriter to account executive, financial advisor, and now business owner. Each position has refined his financial expertise and deepened his industry insights. With a National Social Security Advisor certification, Danny is equipped to address Social Security-related needs, including optimization strategies to maximize benefits.

Throughout his career, Danny has demonstrated a commitment to professional growth, expanding his financial acumen through continuous education and leadership roles within top-tier organizations. His clients and colleagues alike value his integrity, his attention to detail, and his ability to consistently deliver exceptional results.

Learn More: https://www.onelessworry.co/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-danny-favreau-founder-of-one-less-worry-discussing-taxes-in-retirement]]>https://api.spreaker.com/episode/62690768Mon, 11 Nov 2024 13:11:15 +0000Mike Saunders, MBADanny Favreau is a knowledgeable, detail-oriented leader with nearly 17 years of experience in the dynamic financial industry. As the owner of One Less Worry, Danny has become a trusted authority in pension and retirement planning, providing Federal...
Danny’s career spans a range of challenging roles, from field underwriter to account executive, financial advisor, and now business owner. Each position has refined his financial expertise and deepened his industry insights. With a National Social Security Advisor certification, Danny is equipped to address Social Security-related needs, including optimization strategies to maximize benefits.

Throughout his career, Danny has demonstrated a commitment to professional growth, expanding his financial acumen through continuous education and leadership roles within top-tier organizations. His clients and colleagues alike value his integrity, his attention to detail, and his ability to consistently deliver exceptional results.

Learn More: https://www.onelessworry.co/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-danny-favreau-founder-of-one-less-worry-discussing-taxes-in-retirement]]>1209influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-steven-michael-england-president-of-capstone-retirement-discussing-tax-free-retirement-solutions--62690703
Learn more: http://www.thewealthlifestyle.com/

This podcast is for informational purposes only and should not be considered legal, health, investment, tax, profession advice. We are not responsible for any losses, damages, or liabilities that may arise from the use of this podcast. This podcast is not intended to replace professional investment, tax, or legal advice. The views expressed in this podcast may not be the views of the host or the management.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-steven-michael-england-president-of-capstone-retirement-discussing-tax-free-retirement-solutions]]>https://api.spreaker.com/episode/62690703Mon, 11 Nov 2024 13:04:17 +0000Mike Saunders, MBAFinancial advisor and Retirement Planner since 1982, Best Selling Author of “The Wealth Lifestyle”, honored with numerous industry awards and honors of achievement. I value close business relationships with clients and treat them the way I would want...
Learn more: http://www.thewealthlifestyle.com/

This podcast is for informational purposes only and should not be considered legal, health, investment, tax, profession advice. We are not responsible for any losses, damages, or liabilities that may arise from the use of this podcast. This podcast is not intended to replace professional investment, tax, or legal advice. The views expressed in this podcast may not be the views of the host or the management.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-steven-michael-england-president-of-capstone-retirement-discussing-tax-free-retirement-solutions]]>1570influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/pete-tychsen-president-and-founder-of-preservation-financial-group-discussing-having-a-retirement-income-plan-in-writing--62690643
Pete has been helping local residents plan their retirement since 1996 and focuses on the areas of IRA/401(k) distribution, tax strategies, asset protection, and income planning. Pete’s approach has helped his clients:

• Avoid needless taxation on IRAs/ retirement accounts
• Protect their principal and create a secure retirement income
• Avoid unnecessary risks with their retirement assets
• Use Retirement Plans to build a lasting legacy for children and grandchildren

Pete regularly conducts seminars on a variety of financial topics to groups including Executives, Educators, Government and State employees – as well as to the general public. Pete is author of Retire Worry-Free: Your Guide to A Simpler, Safer Retirement.

Pete is an FSU Alumni and lives in the Tallahassee area with his wife LeAnne and their five children, Andrew, Anna, Arden, Christopher, and Sarah. When not working to help secure the financial future of retirees, Pete enjoys involvement at his church, fishing, hunting, and spending time with his family.

Investment advisory services are offered through Gibbs Wealth Management, LLC (Preservation Financial Group), a SEC Registered Investment Advisor. Insurance products and services are offered through Preservation Financial Group. Gibbs Wealth Management, LLC (DBA Preservation Financial Group) and Preservation Financial Group, are unaffiliated companies.

Learn more: https://www.PFG12.com or https://www.preservationfinancialgroup.com

This interview includes opinions and insights that do not guarantee any specific investment outcomes. Past performance is not indicative of future results. All investing involves risk, including potential loss of principal. The IAR in this interview may benefit from certain products or services discussed. Please consider this potential conflict when evaluating any statements. This interview is for informational purposes only and does not constitute an offer to sell or a solicitation to buy any securities. Gibbs Wealth Management is an SEC-registered investment adviser. Please consult a financial professional for personalized advice.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/pete-tychsen-president-and-founder-of-preservation-financial-group-discussing-having-a-retirement-income-plan-in-writing]]>https://api.spreaker.com/episode/62690643Mon, 11 Nov 2024 12:53:39 +0000Mike Saunders, MBAPete Tychsen is the President and founder of Preservation Financial Group in Tallahassee. Pete has been helping local residents plan their retirement since 1996 and focuses on the areas of IRA/401(k) distribution, tax strategies, asset protection,...
Pete has been helping local residents plan their retirement since 1996 and focuses on the areas of IRA/401(k) distribution, tax strategies, asset protection, and income planning. Pete’s approach has helped his clients:

• Avoid needless taxation on IRAs/ retirement accounts
• Protect their principal and create a secure retirement income
• Avoid unnecessary risks with their retirement assets
• Use Retirement Plans to build a lasting legacy for children and grandchildren

Pete regularly conducts seminars on a variety of financial topics to groups including Executives, Educators, Government and State employees – as well as to the general public. Pete is author of Retire Worry-Free: Your Guide to A Simpler, Safer Retirement.

Pete is an FSU Alumni and lives in the Tallahassee area with his wife LeAnne and their five children, Andrew, Anna, Arden, Christopher, and Sarah. When not working to help secure the financial future of retirees, Pete enjoys involvement at his church, fishing, hunting, and spending time with his family.

Investment advisory services are offered through Gibbs Wealth Management, LLC (Preservation Financial Group), a SEC Registered Investment Advisor. Insurance products and services are offered through Preservation Financial Group. Gibbs Wealth Management, LLC (DBA Preservation Financial Group) and Preservation Financial Group, are unaffiliated companies.

Learn more: https://www.PFG12.com or https://www.preservationfinancialgroup.com

This interview includes opinions and insights that do not guarantee any specific investment outcomes. Past performance is not indicative of future results. All investing involves risk, including potential loss of principal. The IAR in this interview may benefit from certain products or services discussed. Please consider this potential conflict when evaluating any statements. This interview is for informational purposes only and does not constitute an offer to sell or a solicitation to buy any securities. Gibbs Wealth Management is an SEC-registered investment adviser. Please consult a financial professional for personalized advice.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/pete-tychsen-president-and-founder-of-preservation-financial-group-discussing-having-a-retirement-income-plan-in-writing]]>1206influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-danny-favreau-with-one-less-worry-discussing-social-security-claiming-options--62667699
Danny’s career spans a range of challenging roles, from field underwriter to account executive, financial advisor, and now business owner. Each position has refined his financial expertise and deepened his industry insights. With a National Social Security Advisor certification, Danny is equipped to address Social Security-related needs, including optimization strategies to maximize benefits.

Throughout his career, Danny has demonstrated a commitment to professional growth, expanding his financial acumen through continuous education and leadership roles within top-tier organizations. His clients and colleagues alike value his integrity, his attention to detail, and his ability to consistently deliver exceptional results.

Learn More: https://www.onelessworry.co/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-danny-favreau-with-one-less-worry-discussing-social-security-claiming-options
]]>https://api.spreaker.com/episode/62667699Fri, 08 Nov 2024 16:42:22 +0000Mike Saunders, MBADanny Favreau is a knowledgeable, detail-oriented leader with nearly 17 years of experience in the dynamic financial industry. As the owner of One Less Worry, Danny has become a trusted authority in pension and retirement planning, providing Federal...
Danny’s career spans a range of challenging roles, from field underwriter to account executive, financial advisor, and now business owner. Each position has refined his financial expertise and deepened his industry insights. With a National Social Security Advisor certification, Danny is equipped to address Social Security-related needs, including optimization strategies to maximize benefits.

Throughout his career, Danny has demonstrated a commitment to professional growth, expanding his financial acumen through continuous education and leadership roles within top-tier organizations. His clients and colleagues alike value his integrity, his attention to detail, and his ability to consistently deliver exceptional results.

Learn More: https://www.onelessworry.co/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-danny-favreau-with-one-less-worry-discussing-social-security-claiming-options
]]>1233influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-chi-odogwu-founder-of-the-bulletproof-entrepreneur--62667639
Learn more: https://bulletproofentrepreneur.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-chi-odogwu-founder-of-the-bulletproof-entrepreneur]]>https://api.spreaker.com/episode/62667639Fri, 08 Nov 2024 16:34:21 +0000Mike Saunders, MBAChi Odogwu is the founder of The Bulletproof Entrepreneur™, where he helps companies drive growth through AI integration and practical business strategies. A former consultant at PwC and Renaissance Capital, Chi brings over 15 years of finance and...
Learn more: https://bulletproofentrepreneur.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-chi-odogwu-founder-of-the-bulletproof-entrepreneur]]>1457influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-danny-favreau-with-one-less-worry-discussing-estate-planning-in-uncertain-times--62666577
Danny’s career spans a range of challenging roles, from field underwriter to account executive, financial advisor, and now business owner. Each position has refined his financial expertise and deepened his industry insights. With a National Social Security Advisor certification, Danny is equipped to address Social Security-related needs, including optimization strategies to maximize benefits.

Throughout his career, Danny has demonstrated a commitment to professional growth, expanding his financial acumen through continuous education and leadership roles within top-tier organizations. His clients and colleagues alike value his integrity, his attention to detail, and his ability to consistently deliver exceptional results.

Learn More: https://www.onelessworry.co/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-danny-favreau-with-one-less-worry-discussing-estate-planning-in-uncertain-times]]>https://api.spreaker.com/episode/62666577Fri, 08 Nov 2024 15:04:22 +0000Mike Saunders, MBADanny Favreau is a knowledgeable, detail-oriented leader with nearly 17 years of experience in the dynamic financial industry. As the owner of One Less Worry, Danny has become a trusted authority in pension and retirement planning, providing Federal...
Danny’s career spans a range of challenging roles, from field underwriter to account executive, financial advisor, and now business owner. Each position has refined his financial expertise and deepened his industry insights. With a National Social Security Advisor certification, Danny is equipped to address Social Security-related needs, including optimization strategies to maximize benefits.

Throughout his career, Danny has demonstrated a commitment to professional growth, expanding his financial acumen through continuous education and leadership roles within top-tier organizations. His clients and colleagues alike value his integrity, his attention to detail, and his ability to consistently deliver exceptional results.

Learn More: https://www.onelessworry.co/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-danny-favreau-with-one-less-worry-discussing-estate-planning-in-uncertain-times]]>1003influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/pete-tychsen-president-and-founder-of-preservation-financial-group-discussing-a-balanced-retirement-strategy--62666494
Pete has been helping local residents plan their retirement since 1996 and focuses on the areas of IRA/401(k) distribution, tax strategies, asset protection, and income planning. Pete’s approach has helped his clients:

• Avoid needless taxation on IRAs/ retirement accounts
• Protect their principal and create a secure retirement income
• Avoid unnecessary risks with their retirement assets
• Use Retirement Plans to build a lasting legacy for children and grandchildren

Pete regularly conducts seminars on a variety of financial topics to groups including Executives, Educators, Government and State employees – as well as to the general public. Pete is the author of Retire Worry-Free: Your Guide to A Simpler, Safer Retirement.

Pete is an FSU Alumni and lives in the Tallahassee area with his wife LeAnne and their five children, Andrew, Anna, Arden, Christopher, and Sarah. When not working to help secure the financial future of retirees, Pete enjoys involvement at his church, fishing, hunting, and spending time with his family.

Investment advisory services are offered through Gibbs Wealth Management, LLC (Preservation Financial Group), a SEC Registered Investment Advisor. Insurance products and services are offered through Preservation Financial Group. Gibbs Wealth Management, LLC (DBA Preservation Financial Group) and Preservation Financial Group, are unaffiliated companies.

Learn more: https://www.PFG12.com or https://www.preservationfinancialgroup.com

This interview includes opinions and insights that do not guarantee any specific investment outcomes. Past performance is not indicative of future results. All investing involves risk, including potential loss of principal. The IAR in this interview may benefit from certain products or services discussed. Please consider this potential conflict when evaluating any statements. This interview is for informational purposes only and does not constitute an offer to sell or a solicitation to buy any securities. Gibbs Wealth Management is an SEC-registered investment adviser. Please consult a financial professional for personalized advice.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/pete-tychsen-president-and-founder-of-preservation-financial-group-discussing-a-balanced-retirement-strategy]]>https://api.spreaker.com/episode/62666494Fri, 08 Nov 2024 14:56:32 +0000Mike Saunders, MBAPete Tychsen is the President and founder of Preservation Financial Group in Tallahassee. Pete has been helping local residents plan their retirement since 1996 and focuses on the areas of IRA/401(k) distribution, tax strategies, asset protection,...
Pete has been helping local residents plan their retirement since 1996 and focuses on the areas of IRA/401(k) distribution, tax strategies, asset protection, and income planning. Pete’s approach has helped his clients:

• Avoid needless taxation on IRAs/ retirement accounts
• Protect their principal and create a secure retirement income
• Avoid unnecessary risks with their retirement assets
• Use Retirement Plans to build a lasting legacy for children and grandchildren

Pete regularly conducts seminars on a variety of financial topics to groups including Executives, Educators, Government and State employees – as well as to the general public. Pete is the author of Retire Worry-Free: Your Guide to A Simpler, Safer Retirement.

Pete is an FSU Alumni and lives in the Tallahassee area with his wife LeAnne and their five children, Andrew, Anna, Arden, Christopher, and Sarah. When not working to help secure the financial future of retirees, Pete enjoys involvement at his church, fishing, hunting, and spending time with his family.

Investment advisory services are offered through Gibbs Wealth Management, LLC (Preservation Financial Group), a SEC Registered Investment Advisor. Insurance products and services are offered through Preservation Financial Group. Gibbs Wealth Management, LLC (DBA Preservation Financial Group) and Preservation Financial Group, are unaffiliated companies.

Learn more: https://www.PFG12.com or https://www.preservationfinancialgroup.com

This interview includes opinions and insights that do not guarantee any specific investment outcomes. Past performance is not indicative of future results. All investing involves risk, including potential loss of principal. The IAR in this interview may benefit from certain products or services discussed. Please consider this potential conflict when evaluating any statements. This interview is for informational purposes only and does not constitute an offer to sell or a solicitation to buy any securities. Gibbs Wealth Management is an SEC-registered investment adviser. Please consult a financial professional for personalized advice.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/pete-tychsen-president-and-founder-of-preservation-financial-group-discussing-a-balanced-retirement-strategy]]>1388influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-steven-michael-england-president-of-capstone-retirement-discussing-retirement-income-plan-to-last-a-lifetime--62629605
Learn more: http://www.thewealthlifestyle.com/

This podcast is for informational purposes only and should not be considered legal, health, investment, tax, profession advice. We are not responsible for any losses, damages, or liabilities that may arise from the use of this podcast. This podcast is not intended to replace professional investment, tax, or legal advice. The views expressed in this podcast may not be the views of the host or the management.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-steven-michael-england-president-of-capstone-retirement-discussing-retirement-income-plan-to-last-a-lifetime]]>https://api.spreaker.com/episode/62629605Tue, 05 Nov 2024 21:32:08 +0000Mike Saunders, MBAFinancial advisor and Retirement Planner since 1982, Best Selling Author of “The Wealth Lifestyle”, honored with numerous industry awards and honors of achievement. I value close business relationships with clients and treat them the way I would want...
Learn more: http://www.thewealthlifestyle.com/

This podcast is for informational purposes only and should not be considered legal, health, investment, tax, profession advice. We are not responsible for any losses, damages, or liabilities that may arise from the use of this podcast. This podcast is not intended to replace professional investment, tax, or legal advice. The views expressed in this podcast may not be the views of the host or the management.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-steven-michael-england-president-of-capstone-retirement-discussing-retirement-income-plan-to-last-a-lifetime]]>1793influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-danny-favreau-with-one-less-worry-discussing-taxes--62628704
Danny’s career spans a range of challenging roles, from field underwriter to account executive, financial advisor, and now business owner. Each position has refined his financial expertise and deepened his industry insights. With a National Social Security Advisor certification, Danny is equipped to address Social Security-related needs, including optimization strategies to maximize benefits.

Throughout his career, Danny has demonstrated a commitment to professional growth, expanding his financial acumen through continuous education and leadership roles within top-tier organizations. His clients and colleagues alike value his integrity, his attention to detail, and his ability to consistently deliver exceptional results.

Learn More: https://www.onelessworry.co/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-danny-favreau-with-one-less-worry-discussing-taxes]]>https://api.spreaker.com/episode/62628704Tue, 05 Nov 2024 21:10:10 +0000Mike Saunders, MBADanny Favreau is a knowledgeable, detail-oriented leader with nearly 17 years of experience in the dynamic financial industry. As the owner of One Less Worry, Danny has become a trusted authority in pension and retirement planning, providing Federal...
Danny’s career spans a range of challenging roles, from field underwriter to account executive, financial advisor, and now business owner. Each position has refined his financial expertise and deepened his industry insights. With a National Social Security Advisor certification, Danny is equipped to address Social Security-related needs, including optimization strategies to maximize benefits.

Throughout his career, Danny has demonstrated a commitment to professional growth, expanding his financial acumen through continuous education and leadership roles within top-tier organizations. His clients and colleagues alike value his integrity, his attention to detail, and his ability to consistently deliver exceptional results.

Learn More: https://www.onelessworry.co/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-danny-favreau-with-one-less-worry-discussing-taxes]]>1238influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-steven-michael-england-president-of-capstone-estate-planning-discussing-fees-fiduciary-relationship--62582682
Learn more: http://www.thewealthlifestyle.com/

This podcast is for informational purposes only and should not be considered legal, health, investment, tax, profession advice. We are not responsible for any losses, damages, or liabilities that may arise from the use of this podcast. This podcast is not intended to replace professional investment, tax, or legal advice. The views expressed in this podcast may not be the views of the host or the management.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-steven-michael-england-president-of-capstone-estate-planning-discussing-fees-fiduciary-relationship]]>https://api.spreaker.com/episode/62582682Fri, 01 Nov 2024 15:29:09 +0000Mike Saunders, MBAFinancial advisor and Retirement Planner since 1982, Best Selling Author of “The Wealth Lifestyle”, honored with numerous industry awards and honors of achievement. I value close business relationships with clients and treat them the way I would want...
Learn more: http://www.thewealthlifestyle.com/

This podcast is for informational purposes only and should not be considered legal, health, investment, tax, profession advice. We are not responsible for any losses, damages, or liabilities that may arise from the use of this podcast. This podcast is not intended to replace professional investment, tax, or legal advice. The views expressed in this podcast may not be the views of the host or the management.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-steven-michael-england-president-of-capstone-estate-planning-discussing-fees-fiduciary-relationship]]>1643influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-steven-michael-england-president-of-capstone-estate-planning-discussing-risk-and-volatility-in-retirement--62547316
Learn more: http://www.thewealthlifestyle.com/

This podcast is for informational purposes only and should not be considered legal, health, investment, tax, profession advice. We are not responsible for any losses, damages, or liabilities that may arise from the use of this podcast. This podcast is not intended to replace professional investment, tax, or legal advice. The views expressed in this podcast may not be the views of the host or the management



Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-steven-michael-englandpresident-of-capstone-estate-planning-discussing-risk-and-volatility-in-retirement]]>https://api.spreaker.com/episode/62547316Tue, 29 Oct 2024 22:22:18 +0000Mike Saunders, MBAFinancial advisor and Retirement Planner since 1982, Best Selling Author of “The Wealth Lifestyle”, honored with numerous industry awards and honors of achievement. I value close business relationships with clients and treat them the way I would want...
Learn more: http://www.thewealthlifestyle.com/

This podcast is for informational purposes only and should not be considered legal, health, investment, tax, profession advice. We are not responsible for any losses, damages, or liabilities that may arise from the use of this podcast. This podcast is not intended to replace professional investment, tax, or legal advice. The views expressed in this podcast may not be the views of the host or the management



Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-steven-michael-englandpresident-of-capstone-estate-planning-discussing-risk-and-volatility-in-retirement]]>1331influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-steven-michael-england-president-of-capstone-estate-planning-discussing-navigating-retirement--62532628
Learn more: http://www.thewealthlifestyle.com/

This podcast is for informational purposes only and should not be considered legal, health, investment, tax, profession advice. We are not responsible for any losses, damages, or liabilities that may arise from the use of this podcast. This podcast is not intended to replace professional investment, tax, or legal advice. The views expressed in this podcast may not be the views of the host or the management.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-steven-michael-england-president-of-capstone-estate-planning-discussing-navigating-retirement]]>https://api.spreaker.com/episode/62532628Mon, 28 Oct 2024 18:10:07 +0000Mike Saunders, MBAFinancial advisor and Retirement Planner since 1982, Best Selling Author of “The Wealth Lifestyle”, honored with numerous industry awards and honors of achievement. I value close business relationships with clients and treat them the way I would want...
Learn more: http://www.thewealthlifestyle.com/

This podcast is for informational purposes only and should not be considered legal, health, investment, tax, profession advice. We are not responsible for any losses, damages, or liabilities that may arise from the use of this podcast. This podcast is not intended to replace professional investment, tax, or legal advice. The views expressed in this podcast may not be the views of the host or the management.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-steven-michael-england-president-of-capstone-estate-planning-discussing-navigating-retirement]]>1372influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-melissa-george-founder-ceo-of-investher-fiduciary-solutions-building-wealth-that-lasts--62464575
As a trusted advisor, Melissa prioritizes protecting her client’s financial well-being. Notably, she is the first woman of color to achieve the prestigious CERTIFIED FINANCIAL FIDUCIARY® designation, operating under the utmost standards of integrity, confidentiality, and diligence. At the helm of InvestHER Fiduciary Solutions for the past 18 years, Melissa has guided her clients to financial prosperity, enabling them to RETIRE WITH CONFIDENCE.

Melissa’s academic background includes a BBA from Georgia State University, complemented by a series of professional accreditations including ACCREDITED INVESTMENT FIDUCIARY®, CERTIFIED FUND SPECIALIST®, and FINRA® Arbitrator. Additionally, she is a Goldman Sachs One Million Black Women Business Scholar.

Beyond her professional achievements, Melissa is deeply engaged in various professional and community organizations, including AAAFA (Association of African American Financial Advisors), NAWOSB (National Association of Women-Owned Small Businesses), WEOP (Women’s Entrepreneurial Opportunity Project), United Way VIP Alumni Association, Girls Inc of Greater Atlanta Board, and Delta Sigma Theta Sorority, Inc

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

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-melissa-george-founder-ceo-of-investher-fiduciary-solutions-building-wealth-that-lasts]]>https://api.spreaker.com/episode/62464575Tue, 22 Oct 2024 16:14:01 +0000Mike Saunders, MBAMelissa George is a seasoned financial expert, renowned for her mastery in financial planning, insurance, and investment strategies, specifically tailored for small business proprietors. With nearly thirty years of proven excellence in the field,...
As a trusted advisor, Melissa prioritizes protecting her client’s financial well-being. Notably, she is the first woman of color to achieve the prestigious CERTIFIED FINANCIAL FIDUCIARY® designation, operating under the utmost standards of integrity, confidentiality, and diligence. At the helm of InvestHER Fiduciary Solutions for the past 18 years, Melissa has guided her clients to financial prosperity, enabling them to RETIRE WITH CONFIDENCE.

Melissa’s academic background includes a BBA from Georgia State University, complemented by a series of professional accreditations including ACCREDITED INVESTMENT FIDUCIARY®, CERTIFIED FUND SPECIALIST®, and FINRA® Arbitrator. Additionally, she is a Goldman Sachs One Million Black Women Business Scholar.

Beyond her professional achievements, Melissa is deeply engaged in various professional and community organizations, including AAAFA (Association of African American Financial Advisors), NAWOSB (National Association of Women-Owned Small Businesses), WEOP (Women’s Entrepreneurial Opportunity Project), United Way VIP Alumni Association, Girls Inc of Greater Atlanta Board, and Delta Sigma Theta Sorority, Inc

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

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-melissa-george-founder-ceo-of-investher-fiduciary-solutions-building-wealth-that-lasts]]>1248influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-melissa-george-founder-ceo-of-investher-fiduciary-solutions-selecting-the-right-financial-planner--62401007
As a trusted advisor, Melissa prioritizes protecting her client’s financial well-being. Notably, she is the first woman of color to achieve the prestigious CERTIFIED FINANCIAL FIDUCIARY® designation, operating under the utmost standards of integrity, confidentiality, and diligence. At the helm of InvestHER Fiduciary Solutions for the past 18 years, Melissa has guided her clients to financial prosperity, enabling them to RETIRE WITH CONFIDENCE.

Melissa’s academic background includes a BBA from Georgia State University, complemented by a series of professional accreditations including ACCREDITED INVESTMENT FIDUCIARY®, CERTIFIED FUND SPECIALIST®, and FINRA® Arbitrator. Additionally, she is a Goldman Sachs One Million Black Women Business Scholar.

Beyond her professional achievements, Melissa is deeply engaged in various professional and community organizations, including AAAFA (Association of African American Financial Advisors), NAWOSB (National Association of Women-Owned Small Businesses), WEOP (Women’s Entrepreneurial Opportunity Project), United Way VIP Alumni Association, Girls Inc of Greater Atlanta Board, and Delta Sigma Theta Sorority, Inc

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

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-melissa-george-founder-ceo-of-investher-fiduciary-solutions-selecting-the-right-financial-planner]]>https://api.spreaker.com/episode/62401007Thu, 17 Oct 2024 16:12:25 +0000Mike Saunders, MBAMelissa George is a seasoned financial expert, renowned for her mastery in financial planning, insurance, and investment strategies, specifically tailored for small business proprietors. With nearly thirty years of proven excellence in the field,...
As a trusted advisor, Melissa prioritizes protecting her client’s financial well-being. Notably, she is the first woman of color to achieve the prestigious CERTIFIED FINANCIAL FIDUCIARY® designation, operating under the utmost standards of integrity, confidentiality, and diligence. At the helm of InvestHER Fiduciary Solutions for the past 18 years, Melissa has guided her clients to financial prosperity, enabling them to RETIRE WITH CONFIDENCE.

Melissa’s academic background includes a BBA from Georgia State University, complemented by a series of professional accreditations including ACCREDITED INVESTMENT FIDUCIARY®, CERTIFIED FUND SPECIALIST®, and FINRA® Arbitrator. Additionally, she is a Goldman Sachs One Million Black Women Business Scholar.

Beyond her professional achievements, Melissa is deeply engaged in various professional and community organizations, including AAAFA (Association of African American Financial Advisors), NAWOSB (National Association of Women-Owned Small Businesses), WEOP (Women’s Entrepreneurial Opportunity Project), United Way VIP Alumni Association, Girls Inc of Greater Atlanta Board, and Delta Sigma Theta Sorority, Inc

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

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-melissa-george-founder-ceo-of-investher-fiduciary-solutions-selecting-the-right-financial-planner]]>1391influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-gail-kulas-ceo-of-leading-to-unlock-author-of-your-life-on-a-sticky-note--62400932
With an impressive academic background, Gail holds a Bachelor of Science in Executive Management, a Master of Science in Communication & Information Management, and an MBA in Entrepreneurship & Innovative Practices. Her expertise is further bolstered by an array of certifications, including Six Sigma Black Belt, ISO 9000 Lead Assessor & Auditor, Change Manager, Coach, and LEGO® SERIOUS PLAY® facilitator.

Gail’s professional journey spans diverse industries, including retail, financial services, aerospace, and manufacturing. Her experience at The LEGO Group as a Senior Manager of Business Excellence and Continuous Improvement Consultant showcases her ability to drive strategic initiatives and foster organizational growth. Her innovative approach, integrating “play” into business through the LEGO® SERIOUS PLAY® methodology, has resulted in better solutions and buy-in at all levels of organizations.

Currently, Gail serves as an Assistant Professor of Business at CT State College-Northwestern, where she educates students in Strategic Management, Human Resource Best Practices, Entrepreneurship, Communication, Change Management, Critical Thinking, and Problem-Solving. In her consulting workshops, she playfully introduces herself as the CFO – Chief Fun Officer – reflecting her belief that learning and growth should be engaging and enjoyable.

Gail’s contributions have not gone unnoticed. She has received numerous accolades, including the VIP Woman of the Year by the National Association of Professional Women, the Pinnacle Professional Award by the Continental Who’s Who Organization, and the Bay Path University Young Alum Leadership Award.

Beyond her professional accomplishments, Gail is passionate about empowering others. She previously led the Women’s Employee Resource Group at ING (now Voya) and continues to be an advocate for women in business.

Despite her extensive experience and accolades, Gail remains approachable and down-to-earth. An introvert at heart, she understands the importance of balancing public engagements with quiet reflection time. This self-awareness informs her teaching and consulting approach, allowing her to connect with people where they are and create a comfortable space for growth and learning.

Gail’s toolbox is “vast and wide,” filled with strategies and techniques she’s eager to share. She believes in the power of unlocking potential from within and sees herself not as a salesperson but as a guide ready to help those who seek her expertise.

Learn More: https://leadingtounlock.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-gail-kulas-ceo-of-leading-to-unlock-author-of-your-life-on-a-sticky-note]]>https://api.spreaker.com/episode/62400932Thu, 17 Oct 2024 16:03:59 +0000Mike Saunders, MBAGail R. Kulas, self-described as an “itchy sweater” – helping people become more comfortable being uncomfortable – is a dynamic force in the world of business strategy, education, and personal development. As the founder of Leading to Unlock, LLC,...
With an impressive academic background, Gail holds a Bachelor of Science in Executive Management, a Master of Science in Communication & Information Management, and an MBA in Entrepreneurship & Innovative Practices. Her expertise is further bolstered by an array of certifications, including Six Sigma Black Belt, ISO 9000 Lead Assessor & Auditor, Change Manager, Coach, and LEGO® SERIOUS PLAY® facilitator.

Gail’s professional journey spans diverse industries, including retail, financial services, aerospace, and manufacturing. Her experience at The LEGO Group as a Senior Manager of Business Excellence and Continuous Improvement Consultant showcases her ability to drive strategic initiatives and foster organizational growth. Her innovative approach, integrating “play” into business through the LEGO® SERIOUS PLAY® methodology, has resulted in better solutions and buy-in at all levels of organizations.

Currently, Gail serves as an Assistant Professor of Business at CT State College-Northwestern, where she educates students in Strategic Management, Human Resource Best Practices, Entrepreneurship, Communication, Change Management, Critical Thinking, and Problem-Solving. In her consulting workshops, she playfully introduces herself as the CFO – Chief Fun Officer – reflecting her belief that learning and growth should be engaging and enjoyable.

Gail’s contributions have not gone unnoticed. She has received numerous accolades, including the VIP Woman of the Year by the National Association of Professional Women, the Pinnacle Professional Award by the Continental Who’s Who Organization, and the Bay Path University Young Alum Leadership Award.

Beyond her professional accomplishments, Gail is passionate about empowering others. She previously led the Women’s Employee Resource Group at ING (now Voya) and continues to be an advocate for women in business.

Despite her extensive experience and accolades, Gail remains approachable and down-to-earth. An introvert at heart, she understands the importance of balancing public engagements with quiet reflection time. This self-awareness informs her teaching and consulting approach, allowing her to connect with people where they are and create a comfortable space for growth and learning.

Gail’s toolbox is “vast and wide,” filled with strategies and techniques she’s eager to share. She believes in the power of unlocking potential from within and sees herself not as a salesperson but as a guide ready to help those who seek her expertise.

Learn More: https://leadingtounlock.com/

Influential Entrepreneurs with Mike Saunders
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Source: https://businessinnovatorsradio.com/interview-with-gail-kulas-ceo-of-leading-to-unlock-author-of-your-life-on-a-sticky-note]]>1285influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-melissa-george-founder-ceo-of-investher-fiduciary-solutions-demystifying-financial-planning--62350529
As a trusted advisor, Melissa prioritizes protecting her client’s financial well-being. Notably, she is the first woman of color to achieve the prestigious CERTIFIED FINANCIAL FIDUCIARY® designation, operating under the utmost standards of integrity, confidentiality, and diligence. At the helm of InvestHER Fiduciary Solutions for the past 18 years, Melissa has guided her clients to financial prosperity, enabling them to RETIRE WITH CONFIDENCE.

Melissa’s academic background includes a BBA from Georgia State University, complemented by a series of professional accreditations including ACCREDITED INVESTMENT FIDUCIARY®, CERTIFIED FUND SPECIALIST®, and FINRA® Arbitrator. Additionally, she is a Goldman Sachs One Million Black Women Business Scholar.

Beyond her professional achievements, Melissa is deeply engaged in various professional and community organizations, including AAAFA (Association of African American Financial Advisors), NAWOSB (National Association of Women-Owned Small Businesses), WEOP (Women’s Entrepreneurial Opportunity Project), United Way VIP Alumni Association, Girls Inc of Greater Atlanta Board, and Delta Sigma Theta Sorority, Inc

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

Influential Entrepreneurs with Mike Saunders
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Source: https://businessinnovatorsradio.com/interview-with-melissa-george-founder-ceo-of-investher-fiduciary-solutions-demystifying-financial-planning]]>https://api.spreaker.com/episode/62350529Sun, 13 Oct 2024 15:31:39 +0000Mike Saunders, MBAMelissa George is a seasoned financial expert, renowned for her mastery in financial planning, insurance, and investment strategies, specifically tailored for small business proprietors. With nearly thirty years of proven excellence in the field,...
As a trusted advisor, Melissa prioritizes protecting her client’s financial well-being. Notably, she is the first woman of color to achieve the prestigious CERTIFIED FINANCIAL FIDUCIARY® designation, operating under the utmost standards of integrity, confidentiality, and diligence. At the helm of InvestHER Fiduciary Solutions for the past 18 years, Melissa has guided her clients to financial prosperity, enabling them to RETIRE WITH CONFIDENCE.

Melissa’s academic background includes a BBA from Georgia State University, complemented by a series of professional accreditations including ACCREDITED INVESTMENT FIDUCIARY®, CERTIFIED FUND SPECIALIST®, and FINRA® Arbitrator. Additionally, she is a Goldman Sachs One Million Black Women Business Scholar.

Beyond her professional achievements, Melissa is deeply engaged in various professional and community organizations, including AAAFA (Association of African American Financial Advisors), NAWOSB (National Association of Women-Owned Small Businesses), WEOP (Women’s Entrepreneurial Opportunity Project), United Way VIP Alumni Association, Girls Inc of Greater Atlanta Board, and Delta Sigma Theta Sorority, Inc

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

Influential Entrepreneurs with Mike Saunders
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Source: https://businessinnovatorsradio.com/interview-with-melissa-george-founder-ceo-of-investher-fiduciary-solutions-demystifying-financial-planning]]>1259influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-bob-chitrathorn-co-founder-of-simplified-wealth-management-building-your-perfect-financial-house--62317144
To the Chitrathorns, life in America was a gift and they were proud owners of property in America. They worked hard to put food on the table and to put Bob and his younger sister, Crystal, through school. Bob ate sandwiches with nothing but cheese on them, but he was blessed nonetheless. He learned that perspective made all the difference in life.

In his mother’s words, “education is money in the bank.” She teaches nurses still to this day, but she and Sakul, a factory worker, sacrificed to make a better life for Bob and Crystal. They paid for both kids to go through private high school and then helped pay for college.

Their dedication and sacrifice didn’t go to waste. Bob received a full ride scholarship for his first year at La Sierra University, before transferring to Cal State San Bernardino. He received his B.S. in Finance, as well as a B.S. in Real Estate, while minoring in business administration. Despite the rigorous course load, Bob graduated magna cum laude and was named part of the Golden Key Honor Society.

In 2004, Bob became a financial advisor, which was an opportunity to make a good living, while helping others make the best decisions for their own financial lives. He had a short stint at H&R Block and also considered real estate, but he found his passion in personal finance. While Bob was attending CSUSB, his parents were working with an agent at New York Life. Bob always sat in on their meetings. He found that by listening to his parents’ goals and conveying the pros and cons of their decisions, that they would listen to him more often than their own advisor.

When Bob became an advisor, it was a no brainer that Puttachart and Sakul would work with their son, who always listened to their needs. With over 12 years of industry experience, he now has hundreds of clients beyond his parents to guide and influence. Bob recently joined newly established Simplified Wealth Management to help grow a new brand and to help shape the next generation of financial advisors.

In 2016, Bob contributed a chapter to best selling author and esteemed motivational speaker, Brian Tracy’s book. The book, “Success Manifesto: The World’s Leading Entrepreneurs & Professionals Reveal Their Secrets to Mastering Health, Wealth & Lifestyle,” was an opportunity for Bob to share his love for planning and for his clients.

He holds the Series 6, Series 7, Series 63 registrations with LPL Financial, and Series 65 registration with Strategic Wealth Advisors Group, LLC, and life, health and long-term care insurance licenses. Bob has been married to the love of his life, Brittany, for five years. They live in their Riverside, CA home with their rescue dog, Mazy, a pool, putting green, and a Pittsburgh Steelers themed bar that’s perfect for Sunday Night Football.

If you’re looking for Bob at 6:30 or 7 pm on a weeknight, more often than not, he’s prepping for a case or making phone calls still. His parents’ work habits weren’t lost on him and he’s usually the one at the end of the night setting the alarm and turning off the lights.

Learn More: https://planwithbob.com/



Bob Chitrathorn is a registered representative with, and securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Mariner Independent Advisor Network, LLC, a registered investment advisor. Mariner Independent Advisor Network, LLC. and Simplified Wealth Management, Inc are separate entities from LPL Financial. Dave Ramsey’s SmartVestor Pro is a directory of investment professionals. Neither Dave Ramsey nor SmartVestor are affiliates of Simplified Wealth Management or LPL.


Influential Entrepreneurs with Mike Saunders
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Source: https://businessinnovatorsradio.com/interview-with-bob-chitrathorn-co-founder-of-simplified-wealth-management-building-your-perfect-financial-house]]>https://api.spreaker.com/episode/62317144Thu, 10 Oct 2024 19:20:30 +0000Mike Saunders, MBASuthipong Robert Chitrathorn (or Bob for short) came from humble beginnings. Born to parents Puttachart and Sakul Chitrathorn, Bob was raised in a mobile home park in Colton, CA. His parents migrated to Michigan from Bangkok, Thailand in 1974, before...
To the Chitrathorns, life in America was a gift and they were proud owners of property in America. They worked hard to put food on the table and to put Bob and his younger sister, Crystal, through school. Bob ate sandwiches with nothing but cheese on them, but he was blessed nonetheless. He learned that perspective made all the difference in life.

In his mother’s words, “education is money in the bank.” She teaches nurses still to this day, but she and Sakul, a factory worker, sacrificed to make a better life for Bob and Crystal. They paid for both kids to go through private high school and then helped pay for college.

Their dedication and sacrifice didn’t go to waste. Bob received a full ride scholarship for his first year at La Sierra University, before transferring to Cal State San Bernardino. He received his B.S. in Finance, as well as a B.S. in Real Estate, while minoring in business administration. Despite the rigorous course load, Bob graduated magna cum laude and was named part of the Golden Key Honor Society.

In 2004, Bob became a financial advisor, which was an opportunity to make a good living, while helping others make the best decisions for their own financial lives. He had a short stint at H&R Block and also considered real estate, but he found his passion in personal finance. While Bob was attending CSUSB, his parents were working with an agent at New York Life. Bob always sat in on their meetings. He found that by listening to his parents’ goals and conveying the pros and cons of their decisions, that they would listen to him more often than their own advisor.

When Bob became an advisor, it was a no brainer that Puttachart and Sakul would work with their son, who always listened to their needs. With over 12 years of industry experience, he now has hundreds of clients beyond his parents to guide and influence. Bob recently joined newly established Simplified Wealth Management to help grow a new brand and to help shape the next generation of financial advisors.

In 2016, Bob contributed a chapter to best selling author and esteemed motivational speaker, Brian Tracy’s book. The book, “Success Manifesto: The World’s Leading Entrepreneurs & Professionals Reveal Their Secrets to Mastering Health, Wealth & Lifestyle,” was an opportunity for Bob to share his love for planning and for his clients.

He holds the Series 6, Series 7, Series 63 registrations with LPL Financial, and Series 65 registration with Strategic Wealth Advisors Group, LLC, and life, health and long-term care insurance licenses. Bob has been married to the love of his life, Brittany, for five years. They live in their Riverside, CA home with their rescue dog, Mazy, a pool, putting green, and a Pittsburgh Steelers themed bar that’s perfect for Sunday Night Football.

If you’re looking for Bob at 6:30 or 7 pm on a weeknight, more often than not, he’s prepping for a case or making phone calls still. His parents’ work habits weren’t lost on him and he’s usually the one at the end of the night setting the alarm and turning off the lights.

Learn More: https://planwithbob.com/



Bob Chitrathorn is a registered representative with, and securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through Mariner...]]>1851influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-liam-thurman-author-of-the-closer-s-edge--62263802William (Liam) Thurman II, fondly known as America’s Financial Coach, has revolutionized the field of financial consulting and coaching for over thirty years. His journey is marked by relentless achievement and unwavering dedication. As a top producer and the CEO of Legacy Consultants LLC, Liam has consistently driven success, establishing himself as a leading figure in the industry.

Liam’s expertise extends beyond the boardroom. As an international and national speaker, he has inspired countless individuals with his compelling insights and strategies. His literary contributions, including the renowned “Babe Ruth Bucket” series and “The Closer’s Edge,” a part of the Exception to the Rule Series, offer invaluable wisdom for financial planning and sales mastery.

In 1991, Liam founded the Making the Difference (MTD) Foundation, an international outreach program committed to making a positive impact in the lives of young people both in the United States and around the world. This foundation underscores his dedication to fostering change and supporting communities globally.

Despite retiring in 2016, Liam’s influence endures as he continues to coach and train over 7,500 financial agents weekly. His collaborations with top leaders in the coaching and speaking communities highlight his ongoing dedication to promoting growth, excellence, and resilience.

Liam’s personal life is as blessed and fulfilling as his professional one. Happily married to Angela Thurman, they share a blended family of nine children and sixteen grandchildren. Liam’s legacy is a testament to his dedication not only to his career but also to his family and community.

Now, Liam wants to share his blueprint for success with you. Through his books and coaching, you’ll gain education and motivational strategies that will elevate your professional and personal life. He will guide you to define your goals, develop a strong sense of purpose, and embrace the sacrifices necessary for continual excellence. With Liam by your side, you’ll discover the courage to achieve never-ending triumphs and make a lasting difference in the world.

Explore Liam’s books, courses and additional resources today and join him in making a difference in the world of finance and beyond. Connect with him through his website, social media profiles, or join his mailing list to stay updated on his latest insights and endeavors. Embrace the opportunity to learn from a true industry leader and be inspired by his journey and commitment to excellence.

Learn More: http://mastertheclosersedge.com/book

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-liam-thurman-author-of-the-closers-edge]]>https://api.spreaker.com/episode/62263802Mon, 07 Oct 2024 02:02:50 +0000Mike Saunders, MBAhttps://businessinnovatorsradio.com/interview-with-liam-thurman-author-of-the-closers-edge William (Liam) Thurman II, fondly known as America’s Financial Coach, has revolutionized the field of financial consulting and coaching for over thirty years....William (Liam) Thurman II, fondly known as America’s Financial Coach, has revolutionized the field of financial consulting and coaching for over thirty years. His journey is marked by relentless achievement and unwavering dedication. As a top producer and the CEO of Legacy Consultants LLC, Liam has consistently driven success, establishing himself as a leading figure in the industry.

Liam’s expertise extends beyond the boardroom. As an international and national speaker, he has inspired countless individuals with his compelling insights and strategies. His literary contributions, including the renowned “Babe Ruth Bucket” series and “The Closer’s Edge,” a part of the Exception to the Rule Series, offer invaluable wisdom for financial planning and sales mastery.

In 1991, Liam founded the Making the Difference (MTD) Foundation, an international outreach program committed to making a positive impact in the lives of young people both in the United States and around the world. This foundation underscores his dedication to fostering change and supporting communities globally.

Despite retiring in 2016, Liam’s influence endures as he continues to coach and train over 7,500 financial agents weekly. His collaborations with top leaders in the coaching and speaking communities highlight his ongoing dedication to promoting growth, excellence, and resilience.

Liam’s personal life is as blessed and fulfilling as his professional one. Happily married to Angela Thurman, they share a blended family of nine children and sixteen grandchildren. Liam’s legacy is a testament to his dedication not only to his career but also to his family and community.

Now, Liam wants to share his blueprint for success with you. Through his books and coaching, you’ll gain education and motivational strategies that will elevate your professional and personal life. He will guide you to define your goals, develop a strong sense of purpose, and embrace the sacrifices necessary for continual excellence. With Liam by your side, you’ll discover the courage to achieve never-ending triumphs and make a lasting difference in the world.

Explore Liam’s books, courses and additional resources today and join him in making a difference in the world of finance and beyond. Connect with him through his website, social media profiles, or join his mailing list to stay updated on his latest insights and endeavors. Embrace the opportunity to learn from a true industry leader and be inspired by his journey and commitment to excellence.

Learn More: http://mastertheclosersedge.com/book

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-liam-thurman-author-of-the-closers-edge]]>1368influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-w-cameron-bryant-founder-of-found-revenue-solutions-retirement-specialist-at-federal-employee-advocates-never-running-out-of-m--62233676
Learn More:

https://federalemployeeadvocates.com/Cameron/
https://www.linkedin.com/in/cameron-bryant-48b51014/

Please be advised that any information provided in this correspondence shall not be construed by any person as legal, tax, investment, or accounting advice. This message and any accompanying attachments may contain confidential, legal, and/or privileged information.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-w-cameron-bryant-founder-of-found-revenue-solutions-retirement-specialist-at-federal-employee-advocates-never-running-out-of-money-in-retirement]]>https://api.spreaker.com/episode/62233676Fri, 04 Oct 2024 15:28:02 +0000Mike Saunders, MBACameron has over 33 years of experience in working with Business Owners, Seniors, Federal employees, and Franchisees in the planning and development of Tax-Favored Retirement plans, Living Trusts, Buy/Sell Agreements, Executive Bonus Plans Marketing,...
Learn More:

https://federalemployeeadvocates.com/Cameron/
https://www.linkedin.com/in/cameron-bryant-48b51014/

Please be advised that any information provided in this correspondence shall not be construed by any person as legal, tax, investment, or accounting advice. This message and any accompanying attachments may contain confidential, legal, and/or privileged information.

Influential Entrepreneurs with Mike Saunders
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Source: https://businessinnovatorsradio.com/interview-w-cameron-bryant-founder-of-found-revenue-solutions-retirement-specialist-at-federal-employee-advocates-never-running-out-of-money-in-retirement]]>1152influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-w-michelle-boyce-ricp-vp-w-rosenzweig-financial-services-discussing-the-power-of-tax-free-income--62213405
She prides herself on analyzing a financial situation, finding any potential issues, and creating adequate solutions to ensure her clients’ prosperous future. With her extensive insurance and planning experience, Michelle adds great knowledge to the already specialized team at RFS.

She has worked in various capacities in the financial industry from being part of top producer teams to teaching new financial advisors through agency leadership. Michelle’s passion is to help educate consumers by taking complex financial strategies and explaining them in an easy way to understand the concept. Michelle is originally from Pittsburgh, PA, and a graduate of Penn State University in Business.

She now resides in Boynton Beach, FL with her husband Rob, their two daughters Olivia and London, and their three pets. When Michelle isn’t working with RFS’s clients or spending time with her family, she is likely exercising or on her Peloton, competing her way to the top of the leaderboard. Michelle has always loved sports as she grew up playing Basketball, Volleyball, and Softball. While living in Pittsburgh, she became part of Steeler Nation, and that devotion has carried with her to South Florida.
Michelle joined Rosenzweig Financial Services in October 2021 as Vice President, specializing in the professional marketplace.

Learn more: https://www.rfsny.com/

Registered representative of, and securities and investment advisory services offered through Hornor, Townsend & Kent, LLC (HTK), Registered Investment Adviser, Member FINRA/SIPC, 1 North Federal Hwy, Suite 201, Boca Raton, FL 33432. 561-314-3100, http://www.htk.com. HTK is a wholly-owned subsidiary of The Penn Mutual Life Insurance Company. Rosenzweig Financial Services is unaffiliated with HTK. HTK does not offer tax or legal advice. Always consult a qualified adviser regarding your individual circumstances.
Retirement Income Authority is not affiliated with HTK

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-w-michelle-boyce-ricp-vp-w-rosenzweig-financial-services-discussing-the-power-of-tax-free-income]]>https://api.spreaker.com/episode/62213405Thu, 03 Oct 2024 16:52:11 +0000Mike Saunders, MBAMichelle has over 20 years of experience in Financial Services and her main goal is to always focus on her client’s long-term financial planning strategy to optimize retirement income. She prides herself on analyzing a financial situation, finding...
She prides herself on analyzing a financial situation, finding any potential issues, and creating adequate solutions to ensure her clients’ prosperous future. With her extensive insurance and planning experience, Michelle adds great knowledge to the already specialized team at RFS.

She has worked in various capacities in the financial industry from being part of top producer teams to teaching new financial advisors through agency leadership. Michelle’s passion is to help educate consumers by taking complex financial strategies and explaining them in an easy way to understand the concept. Michelle is originally from Pittsburgh, PA, and a graduate of Penn State University in Business.

She now resides in Boynton Beach, FL with her husband Rob, their two daughters Olivia and London, and their three pets. When Michelle isn’t working with RFS’s clients or spending time with her family, she is likely exercising or on her Peloton, competing her way to the top of the leaderboard. Michelle has always loved sports as she grew up playing Basketball, Volleyball, and Softball. While living in Pittsburgh, she became part of Steeler Nation, and that devotion has carried with her to South Florida.
Michelle joined Rosenzweig Financial Services in October 2021 as Vice President, specializing in the professional marketplace.

Learn more: https://www.rfsny.com/

Registered representative of, and securities and investment advisory services offered through Hornor, Townsend & Kent, LLC (HTK), Registered Investment Adviser, Member FINRA/SIPC, 1 North Federal Hwy, Suite 201, Boca Raton, FL 33432. 561-314-3100, http://www.htk.com. HTK is a wholly-owned subsidiary of The Penn Mutual Life Insurance Company. Rosenzweig Financial Services is unaffiliated with HTK. HTK does not offer tax or legal advice. Always consult a qualified adviser regarding your individual circumstances.
Retirement Income Authority is not affiliated with HTK

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-w-michelle-boyce-ricp-vp-w-rosenzweig-financial-services-discussing-the-power-of-tax-free-income]]>1209influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/greg-welborn-principal-with-first-financial-consulting--62182966
A pioneer in the development of investment consulting services for individual investors, Greg is a respected authority on personal financial issues; he has lectured extensively, written for the Wall Street Journal, Orange County Register & The Los Angeles Daily News, and has assisted NBC’s Today Show in their weeklong series, “Money for Women.” Greg is also a member of the Forbes Finance Council and Kiplinger Advisor Collective.

Greg Welborn received a Bachelor degree from Occidental College, an MBA from the University of Southern California, specializing in finance and investments, and pursued a Masters degree in Economics, studying under Art Laffer, an advisor to President Reagan. He and his wife, Irene, have been married for 30+ years, have 3 adult children, and remain active in their church and community.

Learn more: https://firstfinancial.is/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/greg-welborn-principal-with-first-financial-consulting]]>https://api.spreaker.com/episode/62182966Tue, 01 Oct 2024 17:38:49 +0000Mike Saunders, MBAGreg Welborn is a Principal at First Financial Consulting. He works with individuals and privately-owned businesses on financial planning issues including investment, retirement, and tax planning, among others. With more than 35 years’ experience, he...
A pioneer in the development of investment consulting services for individual investors, Greg is a respected authority on personal financial issues; he has lectured extensively, written for the Wall Street Journal, Orange County Register & The Los Angeles Daily News, and has assisted NBC’s Today Show in their weeklong series, “Money for Women.” Greg is also a member of the Forbes Finance Council and Kiplinger Advisor Collective.

Greg Welborn received a Bachelor degree from Occidental College, an MBA from the University of Southern California, specializing in finance and investments, and pursued a Masters degree in Economics, studying under Art Laffer, an advisor to President Reagan. He and his wife, Irene, have been married for 30+ years, have 3 adult children, and remain active in their church and community.

Learn more: https://firstfinancial.is/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/greg-welborn-principal-with-first-financial-consulting]]>1411influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-w-cameron-bryant-founder-of-found-revenue-solutions-retirement-specialist-at-federal-employee-advocates-protecting-your-retire--62130880
Learn More:
https://federalemployeeadvocates.com/Cameron/
https://www.linkedin.com/in/cameron-bryant-48b51014/

Please be advised that any information provided in this correspondence shall not be construed by any person as legal, tax, investment, or accounting advice. This message and any accompanying attachments may contain confidential, legal, and/or privileged information.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-w-cameron-bryant-founder-of-found-revenue-solutions-retirement-specialist-at-federal-employee-advocates-protecting-your-retirement-funds]]>https://api.spreaker.com/episode/62130880Fri, 27 Sep 2024 16:09:21 +0000Mike Saunders, MBACameron has over 33 years of experience in working with Business Owners, Seniors, Federal employees, and Franchisees in the planning and development of Tax-Favored Retirement plans, Living Trusts, Buy/Sell Agreements, Executive Bonus Plans Marketing...
Learn More:
https://federalemployeeadvocates.com/Cameron/
https://www.linkedin.com/in/cameron-bryant-48b51014/

Please be advised that any information provided in this correspondence shall not be construed by any person as legal, tax, investment, or accounting advice. This message and any accompanying attachments may contain confidential, legal, and/or privileged information.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-w-cameron-bryant-founder-of-found-revenue-solutions-retirement-specialist-at-federal-employee-advocates-protecting-your-retirement-funds]]>1227influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-w-michelle-boyce-ricp-vp-w-rosenzweig-financial-services-discussing-qualified-funds-how-is-too-much--62102123
She prides herself on analyzing a financial situation, finding any potential issues, and creating adequate solutions to ensure her clients’ prosperous future. With her extensive insurance and planning experience, Michelle adds great knowledge to the already specialized team at RFS.

She has worked in various capacities in the financial industry from being part of top producer teams to teaching new financial advisors through agency leadership. Michelle’s passion is to help educate consumers by taking complex financial strategies and explaining them in an easy way to understand the concept. Michelle is originally from Pittsburgh, PA, and a graduate from Penn State University in Business.

She now resides in Boynton Beach, FL with her husband Rob, their two daughters Olivia and London, and their three pets. When Michelle isn’t working with RFS’s clients or spending time with her family, she is likely exercising or on her Peloton, competing her way to the top of the leaderboard.

Michelle has always loved sports as she grew up playing Basketball, Volleyball, and Softball. While living in Pittsburgh, she became part of Steeler Nation and that devotion has carried with her to South Florida.

Michelle joined Rosenzweig Financial Services in October 2021 as Vice President, specializing in the professional marketplace.

Learn more: https://www.rfsny.com/

Registered representative of, and securities and investment advisory services offered through Hornor, Townsend & Kent, LLC (HTK), Registered Investment Adviser, Member FINRA/SIPC, 1 North Federal Hwy, Suite 201, Boca Raton, FL 33432. 561-314-3100, http://www.htk.com. HTK is a wholly-owned subsidiary of The Penn Mutual Life Insurance Company. Rosenzweig Financial Services is unaffiliated with HTK. HTK does not offer tax or legal advice. Always consult a qualified adviser regarding your individual circumstances.
Retirement Income Authority is not affiliated with HTK

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-w-michelle-boyce-ricp-vp-w-rosenzweig-financial-services-discussing-qualified-funds-how-is-too-much]]>https://api.spreaker.com/episode/62102123Wed, 25 Sep 2024 12:00:21 +0000Mike Saunders, MBAMichelle has over 20 years of experience in Financial Services and her main goal is to always focus on her client’s long-term financial planning strategy to optimize retirement income. She prides herself on analyzing a financial situation, finding...
She prides herself on analyzing a financial situation, finding any potential issues, and creating adequate solutions to ensure her clients’ prosperous future. With her extensive insurance and planning experience, Michelle adds great knowledge to the already specialized team at RFS.

She has worked in various capacities in the financial industry from being part of top producer teams to teaching new financial advisors through agency leadership. Michelle’s passion is to help educate consumers by taking complex financial strategies and explaining them in an easy way to understand the concept. Michelle is originally from Pittsburgh, PA, and a graduate from Penn State University in Business.

She now resides in Boynton Beach, FL with her husband Rob, their two daughters Olivia and London, and their three pets. When Michelle isn’t working with RFS’s clients or spending time with her family, she is likely exercising or on her Peloton, competing her way to the top of the leaderboard.

Michelle has always loved sports as she grew up playing Basketball, Volleyball, and Softball. While living in Pittsburgh, she became part of Steeler Nation and that devotion has carried with her to South Florida.

Michelle joined Rosenzweig Financial Services in October 2021 as Vice President, specializing in the professional marketplace.

Learn more: https://www.rfsny.com/

Registered representative of, and securities and investment advisory services offered through Hornor, Townsend & Kent, LLC (HTK), Registered Investment Adviser, Member FINRA/SIPC, 1 North Federal Hwy, Suite 201, Boca Raton, FL 33432. 561-314-3100, http://www.htk.com. HTK is a wholly-owned subsidiary of The Penn Mutual Life Insurance Company. Rosenzweig Financial Services is unaffiliated with HTK. HTK does not offer tax or legal advice. Always consult a qualified adviser regarding your individual circumstances.
Retirement Income Authority is not affiliated with HTK

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-w-michelle-boyce-ricp-vp-w-rosenzweig-financial-services-discussing-qualified-funds-how-is-too-much]]>1241influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-w-michelle-boyce-ricp-vp-w-rosenzweig-financial-services-discussing-guaranteed-income-streams--62102092
She prides herself on analyzing a financial situation, finding any potential issues, and creating adequate solutions to ensure her clients’ prosperous future. With her extensive insurance and planning experience, Michelle adds great knowledge to the already specialized team at RFS.

She has worked in various capacities in the financial industry from being part of top producer teams to teaching new financial advisors through agency leadership. Michelle’s passion is to help educate consumers by taking complex financial strategies and explaining them in an easy way to understand the concept. Michelle is originally from Pittsburgh, PA and a graduate from Penn State University in Business.

She now resides in Boynton Beach, FL with her husband Rob, their two daughters Olivia and

London, and their three pets. When Michelle isn’t working with RFS’s clients or spending time with her family, she is likely exercising or on her Peloton, competing her way to the top of the leaderboard. Michelle has always loved sports as she grew up playing Basketball, Volleyball, and Softball. While living in Pittsburgh, she became part of Steeler Nation and that devotion has carried with her to South Florida.

Michelle joined Rosenzweig Financial Services in October 2021 as Vice President, specializing in the professional marketplace.

Learn more: https://www.rfsny.com/

Registered representative of, and securities and investment advisory services offered through Hornor, Townsend & Kent, LLC (HTK), Registered Investment Adviser, Member FINRA/SIPC, 1 North Federal Hwy, Suite 201, Boca Raton, FL 33432. 561-314-3100, http://www.htk.com. HTK is a wholly-owned subsidiary of The Penn Mutual Life Insurance Company. Rosenzweig Financial Services is unaffiliated with HTK. HTK does not offer tax or legal advice. Always consult a qualified adviser regarding your individual circumstances.
Retirement Income Authority is not affiliated with HTK

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-w-michelle-boyce-ricp-vp-w-rosenzweig-financial-services-discussing-guaranteed-income-streams]]>https://api.spreaker.com/episode/62102092Wed, 25 Sep 2024 11:52:46 +0000Mike Saunders, MBAMichelle has over 20 years of experience in Financial Services and her main goal is to always focus on her client’s long-term financial planning strategy to optimize retirement income. She prides herself on analyzing a financial situation, finding...
She prides herself on analyzing a financial situation, finding any potential issues, and creating adequate solutions to ensure her clients’ prosperous future. With her extensive insurance and planning experience, Michelle adds great knowledge to the already specialized team at RFS.

She has worked in various capacities in the financial industry from being part of top producer teams to teaching new financial advisors through agency leadership. Michelle’s passion is to help educate consumers by taking complex financial strategies and explaining them in an easy way to understand the concept. Michelle is originally from Pittsburgh, PA and a graduate from Penn State University in Business.

She now resides in Boynton Beach, FL with her husband Rob, their two daughters Olivia and

London, and their three pets. When Michelle isn’t working with RFS’s clients or spending time with her family, she is likely exercising or on her Peloton, competing her way to the top of the leaderboard. Michelle has always loved sports as she grew up playing Basketball, Volleyball, and Softball. While living in Pittsburgh, she became part of Steeler Nation and that devotion has carried with her to South Florida.

Michelle joined Rosenzweig Financial Services in October 2021 as Vice President, specializing in the professional marketplace.

Learn more: https://www.rfsny.com/

Registered representative of, and securities and investment advisory services offered through Hornor, Townsend & Kent, LLC (HTK), Registered Investment Adviser, Member FINRA/SIPC, 1 North Federal Hwy, Suite 201, Boca Raton, FL 33432. 561-314-3100, http://www.htk.com. HTK is a wholly-owned subsidiary of The Penn Mutual Life Insurance Company. Rosenzweig Financial Services is unaffiliated with HTK. HTK does not offer tax or legal advice. Always consult a qualified adviser regarding your individual circumstances.
Retirement Income Authority is not affiliated with HTK

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-w-michelle-boyce-ricp-vp-w-rosenzweig-financial-services-discussing-guaranteed-income-streams]]>1159influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-jay-forgione-owner-of-summit-retirement-solutions-discussing-how-taxes-impact-retirement--62084247
Learn More: https://summit-rs.com/

Investment advisory services offered through Foundations Investment Advisors, LLC, an SEC registered investment adviser. The commentary reflects the personal opinions, viewpoints and analyses of the author, Jay Forgione, and should not be regarded as a description of advisory services provided by Foundations Investment Advisors, LLC (“Foundations”), or performance returns of any Foundations client. The views reflected in the commentary are subject to change at any time without notice. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security, or any security. Foundations manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Foundations deems reliable any statistical data or information obtained from or prepared by third party sources that is included in any commentary, but in no way guarantees its accuracy or completeness. This content may include information and statistical data obtained from and/or prepared by third-party sources that Foundations Investment Advisors, LLC (“Foundations”), deems reliable but in no way does Foundations guarantee its accuracy or completeness. Foundations had no involvement in the creation of the content and did not make any revisions to such content. All such third-party information and statistical data contained herein is subject to change without notice and may not reflect the view or opinions of Foundations. Nothing herein constitutes investment, legal or tax advice or any recommendation that any security, portfolio of securities, or investment strategy is suitable for any specific person. Personal investment advice can only be rendered after the engagement of Foundations, execution of required documentation, and receipt of required disclosures. All investments involve risk and past performance is no guarantee of future results

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-jay-forgione-owner-of-summit-retirement-solutions-discussing-how-taxes-impact-retirement]]>https://api.spreaker.com/episode/62084247Mon, 23 Sep 2024 22:24:54 +0000Mike Saunders, MBAFounded in 2009, Summit Retirement Solutions is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements. Jay is committed to helping clients work toward their retirement...
Learn More: https://summit-rs.com/

Investment advisory services offered through Foundations Investment Advisors, LLC, an SEC registered investment adviser. The commentary reflects the personal opinions, viewpoints and analyses of the author, Jay Forgione, and should not be regarded as a description of advisory services provided by Foundations Investment Advisors, LLC (“Foundations”), or performance returns of any Foundations client. The views reflected in the commentary are subject to change at any time without notice. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security, or any security. Foundations manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Foundations deems reliable any statistical data or information obtained from or prepared by third party sources that is included in any commentary, but in no way guarantees its accuracy or completeness. This content may include information and statistical data obtained from and/or prepared by third-party sources that Foundations Investment Advisors, LLC (“Foundations”), deems reliable but in no way does Foundations guarantee its accuracy or completeness. Foundations had no involvement in the creation of the content and did not make any revisions to such content. All such third-party information and statistical data contained herein is subject to change without notice and may not reflect the view or opinions of Foundations. Nothing herein constitutes investment, legal or tax advice or any recommendation that any security, portfolio of securities, or investment strategy is suitable for any specific person. Personal investment advice can only be rendered after the engagement of Foundations, execution of required documentation, and receipt of required disclosures. All investments involve risk and past performance is no guarantee of future results

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-jay-forgione-owner-of-summit-retirement-solutions-discussing-how-taxes-impact-retirement]]>1316influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-jay-forgione-owner-of-summit-retirement-solutions-discussing-retirement-planning-buckets--62069152
Learn More: https://summit-rs.com/

Investment advisory services offered through Foundations Investment Advisors, LLC, an SEC registered investment adviser. The commentary reflects the personal opinions, viewpoints and analyses of the author, Jay Forgione, and should not be regarded as a description of advisory services provided by Foundations Investment Advisors, LLC (“Foundations”), or performance returns of any Foundations client. The views reflected in the commentary are subject to change at any time without notice. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security, or any security. Foundations manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Foundations deems reliable any statistical data or information obtained from or prepared by third party sources that is included in any commentary, but in no way guarantees its accuracy or completeness. This content may include information and statistical data obtained from and/or prepared by third-party sources that Foundations Investment Advisors, LLC (“Foundations”), deems reliable but in no way does Foundations guarantee its accuracy or completeness. Foundations had no involvement in the creation of the content and did not make any revisions to such content. All such third-party information and statistical data contained herein is subject to change without notice and may not reflect the view or opinions of Foundations. Nothing herein constitutes investment, legal or tax advice or any recommendation that any security, portfolio of securities, or investment strategy is suitable for any specific person. Personal investment advice can only be rendered after the engagement of Foundations, execution of required documentation, and receipt of required disclosures. All investments involve risk and past performance is no guarantee of future results

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-jay-forgione-owner-of-summit-retirement-solutions-discussing-retirement-planning-buckets]]>https://api.spreaker.com/episode/62069152Sun, 22 Sep 2024 18:27:12 +0000Mike Saunders, MBAFounded in 2009, Summit Retirement Solutions, is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements. Jay is committed to helping clients work toward their retirement...
Learn More: https://summit-rs.com/

Investment advisory services offered through Foundations Investment Advisors, LLC, an SEC registered investment adviser. The commentary reflects the personal opinions, viewpoints and analyses of the author, Jay Forgione, and should not be regarded as a description of advisory services provided by Foundations Investment Advisors, LLC (“Foundations”), or performance returns of any Foundations client. The views reflected in the commentary are subject to change at any time without notice. Any mention of a particular security and related performance data is not a recommendation to buy or sell that security, or any security. Foundations manages its clients’ accounts using a variety of investment techniques and strategies, which are not necessarily discussed in the commentary. Foundations deems reliable any statistical data or information obtained from or prepared by third party sources that is included in any commentary, but in no way guarantees its accuracy or completeness. This content may include information and statistical data obtained from and/or prepared by third-party sources that Foundations Investment Advisors, LLC (“Foundations”), deems reliable but in no way does Foundations guarantee its accuracy or completeness. Foundations had no involvement in the creation of the content and did not make any revisions to such content. All such third-party information and statistical data contained herein is subject to change without notice and may not reflect the view or opinions of Foundations. Nothing herein constitutes investment, legal or tax advice or any recommendation that any security, portfolio of securities, or investment strategy is suitable for any specific person. Personal investment advice can only be rendered after the engagement of Foundations, execution of required documentation, and receipt of required disclosures. All investments involve risk and past performance is no guarantee of future results

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-jay-forgione-owner-of-summit-retirement-solutions-discussing-retirement-planning-buckets]]>1311influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-jay-forgione-owner-of-summit-retirement-solutions-discussing-retirement-planners-vs-traditional-wealth-management-firms--62015866
Learn More: https://summit-rs.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-jay-forgione-owner-of-summit-retirement-solutions-discussing-retirement-planners-vs-traditional-wealth-management-firms]]>https://api.spreaker.com/episode/62015866Wed, 18 Sep 2024 18:54:38 +0000Mike Saunders, MBAFounded in 2009, Summit Retirement Solutions is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements. Jay is committed to helping clients work toward their retirement...
Learn More: https://summit-rs.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-jay-forgione-owner-of-summit-retirement-solutions-discussing-retirement-planners-vs-traditional-wealth-management-firms]]>1362influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-jim-phillips-svp-managing-director-of-brb-wealth-discussing-guaranteed-income--62015835
Learn More: https://www.mybrb.financial/Wealth

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Blue Ridge Bank and BRB Wealth are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using BRB Wealth and may also be employees of Blue Ridge Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Blue Ridge Bank or BRB Wealth. Securities and insurance offered through LPL or its affiliates are: Not Insured by FDIC or Any Other Government Agency Not Bank Guaranteed Not Bank Deposits or Obligations May Lose Value

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-jim-phillips-svp-managing-director-of-brb-wealth-discussing-guaranteed-income]]>https://api.spreaker.com/episode/62015835Wed, 18 Sep 2024 18:46:44 +0000Mike Saunders, MBAJim has over 30 years of investment and wealth management experience. Jim started his career with Merrill Lynch in Richmond, and most recently developed and managed the investment program at CB&T Wealth Management. Jim believes in a personalized...
Learn More: https://www.mybrb.financial/Wealth

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Blue Ridge Bank and BRB Wealth are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using BRB Wealth and may also be employees of Blue Ridge Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Blue Ridge Bank or BRB Wealth. Securities and insurance offered through LPL or its affiliates are: Not Insured by FDIC or Any Other Government Agency Not Bank Guaranteed Not Bank Deposits or Obligations May Lose Value

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-jim-phillips-svp-managing-director-of-brb-wealth-discussing-guaranteed-income]]>1352influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-luke-harrison-with-olin-associates-discussing-niche-markets--61968909
With a 15-year background in the Senior Healthcare field, Luke has helped thousands of seniors and continues to be a guide today for thousands more.

Learn more: https://olininsuranceadvisors.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-luke-harrison-with-olin-associates-discussing-niche-markets]]>https://api.spreaker.com/episode/61968909Tue, 17 Sep 2024 17:04:13 +0000Mike Saunders, MBALuke is a value-added consultant for Medicare, Life Insurance, Annuities, and Ancillary products lines. With a 15-year background in the Senior Healthcare field, Luke has helped thousands of seniors and continues to be a guide today for thousands...
With a 15-year background in the Senior Healthcare field, Luke has helped thousands of seniors and continues to be a guide today for thousands more.

Learn more: https://olininsuranceadvisors.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-luke-harrison-with-olin-associates-discussing-niche-markets]]>1198influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-jim-phillips-svp-managing-director-of-brb-wealth-discussing-market-risk--61968775
Learn More: https://www.mybrb.financial/Wealth

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Blue Ridge Bank and BRB Wealth are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using BRB Wealth and may also be employees of Blue Ridge Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Blue Ridge Bank or BRB Wealth. Securities and insurance offered through LPL or its affiliates are. Not Insured by FDIC or Any Other Government Agency Not Bank Guaranteed Not Bank Deposits or Obligations May Lose Value

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-jim-phillips-svp-managing-director-of-brb-wealth-discussing-market-risk]]>https://api.spreaker.com/episode/61968775Tue, 17 Sep 2024 16:57:39 +0000Mike Saunders, MBAJim has over 30 years of investment and wealth management experience. Jim started his career with Merrill Lynch in Richmond, and most recently developed and managed the investment program at CB&T Wealth Management. Jim believes in a personalized...
Learn More: https://www.mybrb.financial/Wealth

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Blue Ridge Bank and BRB Wealth are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using BRB Wealth and may also be employees of Blue Ridge Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Blue Ridge Bank or BRB Wealth. Securities and insurance offered through LPL or its affiliates are. Not Insured by FDIC or Any Other Government Agency Not Bank Guaranteed Not Bank Deposits or Obligations May Lose Value

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-jim-phillips-svp-managing-director-of-brb-wealth-discussing-market-risk]]>1099influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-bill-mcdowell-president-of-the-mcdowell-agency-discussing-401k-rollovers--61738351
He is licensed in approximately 20 states and has protected over 250 Million Dollars in Assets. Unlike the bigger agencies he can provide a more personal level of attention and care. He looks forward to seeing you.



Learn More: https://www.mcdowell-agency.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-bill-mcdowell-president-of-the-mcdowell-agency-discussing-401k-rollovers]]>https://api.spreaker.com/episode/61738351Sun, 15 Sep 2024 16:17:52 +0000Mike Saunders, MBABill has been in the financial services industry for over 20 years. His goal has been and remains to help his clients achieve their retirement goals, protect and grow their assets. Whether it is to leave a TAX FREE legacy TO THEIR LOVED ONE’S or to...
He is licensed in approximately 20 states and has protected over 250 Million Dollars in Assets. Unlike the bigger agencies he can provide a more personal level of attention and care. He looks forward to seeing you.



Learn More: https://www.mcdowell-agency.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-bill-mcdowell-president-of-the-mcdowell-agency-discussing-401k-rollovers]]>1139influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-paul-castner-president-of-c-k-healthcare-advisors-discussing-advice-for-financial-professionals-to-choose-marketing-mentors--61738188
Discover the peace of mind that comes with Paul Castner and his team of licensed consultants expert guidance—because you’ve earned a retirement that’s as fulfilling as it is secure. Call them today or visit their website at https://www.ckhealthcareadvisors.com/



C & K Healthcare Advisors, LLC and their agents are licensed and certified representatives of a Medicare Advantage (HMO, PPO and PFFS) organization and a stand-alone prescription drug plan with a Medicare contract. C & K Healthcare Advisors and their agents are not affiliated with the United States Government or the Federal Medicare Program. Enrollment in any plan depends on contract renewal. Medicare is available to some individuals under the age of 65 in limited circumstances. Plans and products may not be available in all areas. Certain exclusions and limitations may apply. We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1–800 MEDICARE to get information on all of your options.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-paul-castner-president-of-c-k-healthcare-advisors-discussing-advice-for-financial-professionals-to-choose-marketing-mentors]]>https://api.spreaker.com/episode/61738188Sun, 15 Sep 2024 16:03:13 +0000Mike Saunders, MBAPaul Castner started out his path in the insurance industry by working at one of the Nation’s Top Medicare carriers. He began in the broker services department, under strong leadership who encouraged him to always pursue learning and trusting his...
Discover the peace of mind that comes with Paul Castner and his team of licensed consultants expert guidance—because you’ve earned a retirement that’s as fulfilling as it is secure. Call them today or visit their website at https://www.ckhealthcareadvisors.com/



C & K Healthcare Advisors, LLC and their agents are licensed and certified representatives of a Medicare Advantage (HMO, PPO and PFFS) organization and a stand-alone prescription drug plan with a Medicare contract. C & K Healthcare Advisors and their agents are not affiliated with the United States Government or the Federal Medicare Program. Enrollment in any plan depends on contract renewal. Medicare is available to some individuals under the age of 65 in limited circumstances. Plans and products may not be available in all areas. Certain exclusions and limitations may apply. We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1–800 MEDICARE to get information on all of your options.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-paul-castner-president-of-c-k-healthcare-advisors-discussing-advice-for-financial-professionals-to-choose-marketing-mentors]]>1212influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-paul-castner-president-of-c-k-healthcare-advisors-discussing-niche-markets--61737451
Discover the peace of mind that comes with Paul Castner and his team of licensed consultants expert guidance—because you’ve earned a retirement that’s as fulfilling as it is secure. Call them today or visit their website at https://www.ckhealthcareadvisors.com/



C & K Healthcare Advisors, LLC and their agents are licensed and certified representatives of a Medicare Advantage (HMO, PPO and PFFS) organization and a stand-alone prescription drug plan with a Medicare contract. C & K Healthcare Advisors and their agents are not affiliated with the United States Government or the Federal Medicare Program. Enrollment in any plan depends on contract renewal. Medicare is available to some individuals under the age of 65 in limited circumstances. Plans and products may not be available in all areas. Certain exclusions and limitations may apply. We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1–800 MEDICARE to get information on all of your options.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-paul-castner-president-of-c-k-healthcare-advisors-discussing-niche-markets]]>https://api.spreaker.com/episode/61737451Sun, 15 Sep 2024 15:51:49 +0000Mike Saunders, MBAPaul Castner started out his path in the insurance industry by working at one of the Nation’s Top Medicare carriers. He began in the broker services department, under strong leadership who encouraged him to always pursue learning and trusting his...
Discover the peace of mind that comes with Paul Castner and his team of licensed consultants expert guidance—because you’ve earned a retirement that’s as fulfilling as it is secure. Call them today or visit their website at https://www.ckhealthcareadvisors.com/



C & K Healthcare Advisors, LLC and their agents are licensed and certified representatives of a Medicare Advantage (HMO, PPO and PFFS) organization and a stand-alone prescription drug plan with a Medicare contract. C & K Healthcare Advisors and their agents are not affiliated with the United States Government or the Federal Medicare Program. Enrollment in any plan depends on contract renewal. Medicare is available to some individuals under the age of 65 in limited circumstances. Plans and products may not be available in all areas. Certain exclusions and limitations may apply. We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1–800 MEDICARE to get information on all of your options.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-paul-castner-president-of-c-k-healthcare-advisors-discussing-niche-markets]]>1177influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-chris-patterson-retirement-income-strategist-discussing-annuities-income-planning--61737397He is been assisting clients with tax and retirement income strategies for over 25 years, He loves what he does and wants to assist as many people as possible.

Learn More: https://innovatemyplan.com/

Past performance is not a guarantee of future performance. All strategy recommendations must be associated with a full review of a client’s personal situation.


Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-chris-patterson-retirement-income-strategist-discussing-annuities-income-planning]]>https://api.spreaker.com/episode/61737397Sun, 15 Sep 2024 15:43:04 +0000Mike Saunders, MBAChris is a CPA/retirement strategist/basketball coach/husband/father! He is been assisting clients with tax and retirement income strategies for over 25 years, He loves what he does and wants to assist as many people as possible. Learn More:...He is been assisting clients with tax and retirement income strategies for over 25 years, He loves what he does and wants to assist as many people as possible.

Learn More: https://innovatemyplan.com/

Past performance is not a guarantee of future performance. All strategy recommendations must be associated with a full review of a client’s personal situation.


Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-chris-patterson-retirement-income-strategist-discussing-annuities-income-planning]]>1323influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-luke-harrison-with-olin-associates-discussing-retirement-planning--61454636
With a 15-year background in the Senior Healthcare field, Luke has helped thousands of seniors and continues to be a guide today for thousands more.

Learn more: https://olininsuranceadvisors.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-luke-harrison-with-olin-associates-discussing-retirement-planning]]>https://api.spreaker.com/episode/61454636Fri, 13 Sep 2024 14:58:33 +0000Mike Saunders, MBALuke is a value-added consultant for Medicare, Life Insurance, Annuities, and Ancillary products lines. With a 15-year background in the Senior Healthcare field, Luke has helped thousands of seniors and continues to be a guide today for thousands...
With a 15-year background in the Senior Healthcare field, Luke has helped thousands of seniors and continues to be a guide today for thousands more.

Learn more: https://olininsuranceadvisors.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-luke-harrison-with-olin-associates-discussing-retirement-planning]]>1221influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-jim-phillips-svp-managing-director-of-brb-wealth-discussing-long-term-care--61452965
Learn More: https://www.mybrb.financial/Wealth

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Blue Ridge Bank and BRB Wealth are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using BRB Wealth and may also be employees of Blue Ridge Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Blue Ridge Bank or BRB Wealth. Securities and insurance offered through LPL or its affiliates are: Not Insured by FDIC or Any Other Government Agency Not Bank Guaranteed Not Bank Deposits or Obligations May Lose Value

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-jim-phillips-svp-managing-director-of-brb-wealth-discussing-long-term-care]]>https://api.spreaker.com/episode/61452965Fri, 13 Sep 2024 14:45:29 +0000Mike Saunders, MBAJim has over 30 years of investment and wealth management experience. Jim started his career with Merrill Lynch in Richmond, and most recently developed and managed the investment program at CB&T Wealth Management. Jim believes in a personalized...
Learn More: https://www.mybrb.financial/Wealth

Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Blue Ridge Bank and BRB Wealth are not registered as a broker/dealer or investment advisor. Registered representatives of LPL offer products and services using BRB Wealth and may also be employees of Blue Ridge Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from and not affiliates of Blue Ridge Bank or BRB Wealth. Securities and insurance offered through LPL or its affiliates are: Not Insured by FDIC or Any Other Government Agency Not Bank Guaranteed Not Bank Deposits or Obligations May Lose Value

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-jim-phillips-svp-managing-director-of-brb-wealth-discussing-long-term-care]]>1266influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-rexford-cattanach-president-of-keats-group-discussing-working-with-cpas-on-business-succession--61409986
He writes and speaks on various succession and compensation planning topics for professionals and business owners. He is the lead author of InBusiness™, which features topics of planning interest to Private Clients.

Mr. Cattanach has served on community boards and other leadership roles in the Twin Cities, including the Board of Directors of Lakeview Health, a sole corporate member of HealthPartners health system, where he was chair of the physician and executive compensation committee, a member of the finance committee and the ad hoc committee overseeing the Lakeview Health integration with HealthPartners.

Rexford is a fiduciary, independent financial advisor who has completed over one hundred business valuations and transitions. He has volunteered as an academic tutor and mentor to at-risk K-12 children at Good Neighbor Center in Saint Paul, Minnesota for 19 years. To recharge, he enjoys the quiet scenery of trail hiking, road biking, and Nordic skiing.

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

Keats Group LLC is a comprehensive financial services company that provides investment, tax and estate planning, asset protection, and pre- and post-sale guidance to private clients and business families. Keats Group and its agents and employees do not provide legal or tax advice. Investment services are offered as a fiduciary Independent Advisor Representative of Advisor Share Wealth Management, a Registered Investment Advisor (RIA), upon completing a signed Service Agreement.


Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-rexford-cattanach-president-of-keats-group-discussing-working-with-cpas-on-business-succession]]>https://api.spreaker.com/episode/61409986Fri, 13 Sep 2024 00:47:34 +0000Mike Saunders, MBARexford is president of Keats Group LLC, a comprehensive financial advisory firm. He works with successful families and family businesses to implement effective income planning, tax planning, and asset protection solutions that are administratively...
He writes and speaks on various succession and compensation planning topics for professionals and business owners. He is the lead author of InBusiness™, which features topics of planning interest to Private Clients.

Mr. Cattanach has served on community boards and other leadership roles in the Twin Cities, including the Board of Directors of Lakeview Health, a sole corporate member of HealthPartners health system, where he was chair of the physician and executive compensation committee, a member of the finance committee and the ad hoc committee overseeing the Lakeview Health integration with HealthPartners.

Rexford is a fiduciary, independent financial advisor who has completed over one hundred business valuations and transitions. He has volunteered as an academic tutor and mentor to at-risk K-12 children at Good Neighbor Center in Saint Paul, Minnesota for 19 years. To recharge, he enjoys the quiet scenery of trail hiking, road biking, and Nordic skiing.

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

Keats Group LLC is a comprehensive financial services company that provides investment, tax and estate planning, asset protection, and pre- and post-sale guidance to private clients and business families. Keats Group and its agents and employees do not provide legal or tax advice. Investment services are offered as a fiduciary Independent Advisor Representative of Advisor Share Wealth Management, a Registered Investment Advisor (RIA), upon completing a signed Service Agreement.


Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-rexford-cattanach-president-of-keats-group-discussing-working-with-cpas-on-business-succession]]>1159influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-leo-climaco-business-acceleration-specialist-discussing-his-book-align-unleash-the-way-to-your-truth-frame-maps--61409790
Behaviors of NYC LLC, co-owned with his wife, is a pioneering therapy agency specializing in in-home and in-school behavioral therapy for children with autism. Over the past six years, the agency has established itself as a cornerstone of the New York City community, collaborating with the Department of Education to provide essential support to children and families. Leo’s dedication to improving lives extends beyond his therapy agency; through Alpha Force LLC, he offers a transformative coaching program designed to help entrepreneur family men align their lives for personal and professional success. His Leo Climaco Podcast, available on YouTube and Spotify, serves as a platform to share insights on entrepreneurship, leadership, and personal growth.

Learn More:
https://behaviors.nyc/
https://leoclimaco.com/
https://Alignandunleash.com

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-leo-climaco-business-acceleration-specialist-discussing-his-book-align-unleash-the-way-to-your-truth-frame-maps]]>https://api.spreaker.com/episode/61409790Fri, 13 Sep 2024 00:38:20 +0000Mike Saunders, MBALeo is a multi-faceted entrepreneur, podcaster, coach, and mentor with a profound commitment to empowering others. As the founder of Behaviors of NYC LLC and Alpha Force LLC, Leo’s journey began in Brazil, where his humble beginnings instilled in him...
Behaviors of NYC LLC, co-owned with his wife, is a pioneering therapy agency specializing in in-home and in-school behavioral therapy for children with autism. Over the past six years, the agency has established itself as a cornerstone of the New York City community, collaborating with the Department of Education to provide essential support to children and families. Leo’s dedication to improving lives extends beyond his therapy agency; through Alpha Force LLC, he offers a transformative coaching program designed to help entrepreneur family men align their lives for personal and professional success. His Leo Climaco Podcast, available on YouTube and Spotify, serves as a platform to share insights on entrepreneurship, leadership, and personal growth.

Learn More:
https://behaviors.nyc/
https://leoclimaco.com/
https://Alignandunleash.com

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-leo-climaco-business-acceleration-specialist-discussing-his-book-align-unleash-the-way-to-your-truth-frame-maps]]>2133influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-jennifer-surmacz-founder-of-posterity-legal-discussing-relationship-generational-wealth--61338803
Jennifer was born into a military family and lived in several states before settling in Oklahoma. She graduated from Mustang High School as a Valedictorian and a National Merit Scholar. Jennifer earned a Bachelor of Arts in Political Science and a Minor of Arts in Sociology from the University of Oklahoma. She earned her Juris Doctor at Oklahoma City University School of Law.

Jennifer is licensed to practice law in Missouri, Oklahoma, Nevada, and the Federal District of Maryland. She has experience in Estate Planning, Probate, Contracts, Family law, Federal Civil litigation, and ERISA Federal Class Action litigation. Jennifer also served as a Special Public Defender for Juveniles in Canadian County, Oklahoma, and St. Louis and St. Charles counties in Missouri.

Jennifer served terms as 10th Circuit Lieutenant Governor of the American Bar Association LSD, and Vice President of Women’s Law Student Association. She is a member of the American Bar Association, the Phi Alpha Delta legal fraternity, the Oklahoma Association of Justice, the National Association of Professional Women, Lawyers Fighting Hunger, and Gene Slay’s Boys and Girls Club. Jennifer is also a black belt and national champion in Tae Kwon Do.

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

THE CHOICE OF A LAWYER IS AN IMPORTANT DECISION AND SHOULD NOT BE BASED SOLELY UPON ADVERTISEMENTS.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-jennifer-surmacz-founder-of-posterity-legal-discussing-relationship-generational-wealth]]>https://api.spreaker.com/episode/61338803Wed, 11 Sep 2024 15:15:26 +0000Mike Saunders, MBAJennifer Surmacz is passionate about helping clients understand the legal intricacies of estate planning. She translates complex legal concepts into easy-to-understand options for each client based on their unique circumstances. Jennifer was born...
Jennifer was born into a military family and lived in several states before settling in Oklahoma. She graduated from Mustang High School as a Valedictorian and a National Merit Scholar. Jennifer earned a Bachelor of Arts in Political Science and a Minor of Arts in Sociology from the University of Oklahoma. She earned her Juris Doctor at Oklahoma City University School of Law.

Jennifer is licensed to practice law in Missouri, Oklahoma, Nevada, and the Federal District of Maryland. She has experience in Estate Planning, Probate, Contracts, Family law, Federal Civil litigation, and ERISA Federal Class Action litigation. Jennifer also served as a Special Public Defender for Juveniles in Canadian County, Oklahoma, and St. Louis and St. Charles counties in Missouri.

Jennifer served terms as 10th Circuit Lieutenant Governor of the American Bar Association LSD, and Vice President of Women’s Law Student Association. She is a member of the American Bar Association, the Phi Alpha Delta legal fraternity, the Oklahoma Association of Justice, the National Association of Professional Women, Lawyers Fighting Hunger, and Gene Slay’s Boys and Girls Club. Jennifer is also a black belt and national champion in Tae Kwon Do.

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

THE CHOICE OF A LAWYER IS AN IMPORTANT DECISION AND SHOULD NOT BE BASED SOLELY UPON ADVERTISEMENTS.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-jennifer-surmacz-founder-of-posterity-legal-discussing-relationship-generational-wealth]]>1135influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-david-smart-ceo-of-smart-benefit-group-discussing-tax-free-retirement-solutions--61325092
Learn More: https://www.smartbenefitgroupllc.com/

The following concepts have been simplified; however, each individual has a distinct situation and should, therefore, consult a tax preparer about how the concepts will impact their tax outcome.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-david-smart-ceo-of-smart-benefit-group-discussing-tax-free-retirement-solutions]]>https://api.spreaker.com/episode/61325092Tue, 10 Sep 2024 15:40:05 +0000Mike Saunders, MBAWith over 20 years of experience in financial services, I have focused for the last 12 years on providing retirement planning services. Our approach is guided by the golden rule of treating others as we would like to be treated. We prioritize...
Learn More: https://www.smartbenefitgroupllc.com/

The following concepts have been simplified; however, each individual has a distinct situation and should, therefore, consult a tax preparer about how the concepts will impact their tax outcome.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-david-smart-ceo-of-smart-benefit-group-discussing-tax-free-retirement-solutions]]>1758influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-rexford-cattanach-president-of-keats-group-discussing-tax-planning-for-high-net-worth-clients--61324910
He writes and speaks on various succession and compensation planning topics for professionals and business owners. He is the lead author of InBusiness™, which features topics of planning interest to Private Clients.

Mr. Cattanach has served on community boards and other leadership roles in the Twin Cities, including the Board of Directors of Lakeview Health, a sole corporate member of HealthPartners health system, where he was chair of the physician and executive compensation committee, a member of the finance committee and the ad hoc committee overseeing the Lakeview Health integration with HealthPartners.

Rexford is a fiduciary, independent financial advisor who has completed over one hundred business valuations and transitions. He has volunteered as an academic tutor and mentor to at-risk K-12 children at Good Neighbor Center in Saint Paul, Minnesota for 19 years. To recharge, he enjoys the quiet scenery of trail hiking, road biking, and Nordic skiing.

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

Keats Group LLC is a comprehensive financial services company that provides investment, tax and estate planning, asset protection, and pre- and post-sale guidance to private clients and business families. Keats Group and its agents and employees do not provide legal or tax advice. Investment services are offered as a fiduciary Independent Advisor Representative of Advisor Share Wealth Management, a Registered Investment Advisor (RIA), upon completing a signed Service Agreement.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-rexford-cattanach-president-of-keats-group-discussing-tax-planning-for-high-net-worth-clients]]>https://api.spreaker.com/episode/61324910Tue, 10 Sep 2024 15:24:29 +0000Mike Saunders, MBARexford is president of Keats Group LLC, a comprehensive financial advisory firm. He works with successful families and family businesses to implement effective income planning, tax planning, and asset protection solutions that are administratively...
He writes and speaks on various succession and compensation planning topics for professionals and business owners. He is the lead author of InBusiness™, which features topics of planning interest to Private Clients.

Mr. Cattanach has served on community boards and other leadership roles in the Twin Cities, including the Board of Directors of Lakeview Health, a sole corporate member of HealthPartners health system, where he was chair of the physician and executive compensation committee, a member of the finance committee and the ad hoc committee overseeing the Lakeview Health integration with HealthPartners.

Rexford is a fiduciary, independent financial advisor who has completed over one hundred business valuations and transitions. He has volunteered as an academic tutor and mentor to at-risk K-12 children at Good Neighbor Center in Saint Paul, Minnesota for 19 years. To recharge, he enjoys the quiet scenery of trail hiking, road biking, and Nordic skiing.

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

Keats Group LLC is a comprehensive financial services company that provides investment, tax and estate planning, asset protection, and pre- and post-sale guidance to private clients and business families. Keats Group and its agents and employees do not provide legal or tax advice. Investment services are offered as a fiduciary Independent Advisor Representative of Advisor Share Wealth Management, a Registered Investment Advisor (RIA), upon completing a signed Service Agreement.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-rexford-cattanach-president-of-keats-group-discussing-tax-planning-for-high-net-worth-clients]]>1355influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-chris-patterson-retirement-income-strategist-discussing-tax-risk--61324708He has been assisting clients with tax and retirement income strategies for over 25 years, he loves what he does and wants to assist as many people as possible.

Learn More: https://innovatemyplan.com/

Past performance is not a guarantee of future performance. All strategy recommendations must be associated with a full review of a client’s personal situation.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-chris-patterson-retirement-income-strategist-discussing-tax-risk]]>https://api.spreaker.com/episode/61324708Tue, 10 Sep 2024 15:04:18 +0000Mike Saunders, MBAChris is a CPA/retirement strategist/basketball coach/husband/father! He has been assisting clients with tax and retirement income strategies for over 25 years, he loves what he does and wants to assist as many people as possible. Learn More:...He has been assisting clients with tax and retirement income strategies for over 25 years, he loves what he does and wants to assist as many people as possible.

Learn More: https://innovatemyplan.com/

Past performance is not a guarantee of future performance. All strategy recommendations must be associated with a full review of a client’s personal situation.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-chris-patterson-retirement-income-strategist-discussing-tax-risk]]>1256influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-leo-climaco-business-acceleration-specialist-discussing-his-book-align-unleash-the-way-to-your-truth-the-core-4--61324650
Behaviors of NYC LLC, co-owned with his wife, is a pioneering therapy agency specializing in in-home and in-school behavioral therapy for children with autism. Over the past six years, the agency has established itself as a cornerstone of the New York City community, collaborating with the Department of Education to provide essential support to children and families. Leo’s dedication to improving lives extends beyond his therapy agency; through Alpha Force LLC, he offers a transformative coaching program designed to help entrepreneur family men align their lives for personal and professional success. His Leo Climaco Podcast, available on YouTube and Spotify, serves as a platform to share insights on entrepreneurship, leadership, and personal growth.

Learn More:
https://behaviors.nyc/
https://leoclimaco.com/
https://Alignandunleash.com

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-leo-climaco-business-acceleration-specialist-discussing-his-book-align-unleash-the-way-to-your-truth-the-core-4]]>https://api.spreaker.com/episode/61324650Tue, 10 Sep 2024 14:55:33 +0000Mike Saunders, MBALeo is a multi-faceted entrepreneur, podcaster, coach, and mentor with a profound commitment to empowering others. As the founder of Behaviors of NYC LLC and Alpha Force LLC, Leo’s journey began in Brazil, where his humble beginnings instilled in him...
Behaviors of NYC LLC, co-owned with his wife, is a pioneering therapy agency specializing in in-home and in-school behavioral therapy for children with autism. Over the past six years, the agency has established itself as a cornerstone of the New York City community, collaborating with the Department of Education to provide essential support to children and families. Leo’s dedication to improving lives extends beyond his therapy agency; through Alpha Force LLC, he offers a transformative coaching program designed to help entrepreneur family men align their lives for personal and professional success. His Leo Climaco Podcast, available on YouTube and Spotify, serves as a platform to share insights on entrepreneurship, leadership, and personal growth.

Learn More:
https://behaviors.nyc/
https://leoclimaco.com/
https://Alignandunleash.com

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-leo-climaco-business-acceleration-specialist-discussing-his-book-align-unleash-the-way-to-your-truth-the-core-4]]>1931influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-paul-castner-president-of-c-k-healthcare-advisors-discussing-life-insurance--61294769
Discover the peace of mind that comes with Paul Castner and his team of licensed consultants’ expert guidance—because you’ve earned a retirement that’s as fulfilling as it is secure. Call them today or visit their website at https://www.ckhealthcareadvisors.com/

C & K Healthcare Advisors, LLC and their agents are licensed and certified representatives of a Medicare Advantage (HMO, PPO, and PFFS) organization and a stand-alone prescription drug plan with a Medicare contract.

C & K Healthcare Advisors and their agents are not affiliated with the United States Government or the Federal Medicare Program. Enrollment in any plan depends on contract renewal. Medicare is available to some individuals under the age of 65 in limited circumstances. Plans and products may not be available in all areas. Certain exclusions and limitations may apply. We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1–800 MEDICARE to get information on all of your options.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-paul-castner-president-of-c-k-healthcare-advisors-discussing-life-insurance]]>https://api.spreaker.com/episode/61294769Sat, 07 Sep 2024 14:41:52 +0000Mike Saunders, MBAPaul Castner started out his path in the insurance industry by working at one of the Nation’s Top Medicare carriers. He began in the broker services department, under strong leadership who encouraged him to always pursue learning and trusting his...
Discover the peace of mind that comes with Paul Castner and his team of licensed consultants’ expert guidance—because you’ve earned a retirement that’s as fulfilling as it is secure. Call them today or visit their website at https://www.ckhealthcareadvisors.com/

C & K Healthcare Advisors, LLC and their agents are licensed and certified representatives of a Medicare Advantage (HMO, PPO, and PFFS) organization and a stand-alone prescription drug plan with a Medicare contract.

C & K Healthcare Advisors and their agents are not affiliated with the United States Government or the Federal Medicare Program. Enrollment in any plan depends on contract renewal. Medicare is available to some individuals under the age of 65 in limited circumstances. Plans and products may not be available in all areas. Certain exclusions and limitations may apply. We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1–800 MEDICARE to get information on all of your options.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-paul-castner-president-of-c-k-healthcare-advisors-discussing-life-insurance]]>1356influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-leo-climaco-business-acceleration-specialist-discussing-his-book-align-unleash-the-way-to-your-truth-embracing-the-code--61294708
Behaviors of NYC LLC, co-owned with his wife, is a pioneering therapy agency specializing in in-home and in-school behavioral therapy for children with autism. Over the past six years, the agency has established itself as a cornerstone of the New York City community, collaborating with the Department of Education to provide essential support to children and families. Leo’s dedication to improving lives extends beyond his therapy agency; through Alpha Force LLC, he offers a transformative coaching program designed to help entrepreneur family men align their lives for personal and professional success. His Leo Climaco Podcast, available on YouTube and Spotify, serves as a platform to share insights on entrepreneurship, leadership, and personal growth.

Learn More:
https://behaviors.nyc/
https://leoclimaco.com/
https://Alignandunleash.com

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-leo-climaco-business-acceleration-specialist-discussing-his-book-align-unleash-the-way-to-your-truth-embracing-the-code]]>https://api.spreaker.com/episode/61294708Sat, 07 Sep 2024 14:28:07 +0000Mike Saunders, MBALeo is a multi-faceted entrepreneur, podcaster, coach, and mentor with a profound commitment to empowering others. As the founder of Behaviors of NYC LLC and Alpha Force LLC, Leo’s journey began in Brazil, where his humble beginnings instilled in him...
Behaviors of NYC LLC, co-owned with his wife, is a pioneering therapy agency specializing in in-home and in-school behavioral therapy for children with autism. Over the past six years, the agency has established itself as a cornerstone of the New York City community, collaborating with the Department of Education to provide essential support to children and families. Leo’s dedication to improving lives extends beyond his therapy agency; through Alpha Force LLC, he offers a transformative coaching program designed to help entrepreneur family men align their lives for personal and professional success. His Leo Climaco Podcast, available on YouTube and Spotify, serves as a platform to share insights on entrepreneurship, leadership, and personal growth.

Learn More:
https://behaviors.nyc/
https://leoclimaco.com/
https://Alignandunleash.com

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-leo-climaco-business-acceleration-specialist-discussing-his-book-align-unleash-the-way-to-your-truth-embracing-the-code]]>1873influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-leo-climaco-business-acceleration-specialist-discussing-his-book-align-unleash-the-way-to-your-truth-the-path-principl--61294641
Behaviors of NYC LLC, co-owned with his wife, is a pioneering therapy agency specializing in in-home and in-school behavioral therapy for children with autism. Over the past six years, the agency has established itself as a cornerstone of the New York City community, collaborating with the Department of Education to provide essential support to children and families. Leo’s dedication to improving lives extends beyond his therapy agency; through Alpha Force LLC, he offers a transformative coaching program designed to help entrepreneur family men align their lives for personal and professional success. His Leo Climaco Podcast, available on YouTube and Spotify, serves as a platform to share insights on entrepreneurship, leadership, and personal growth.

Learn More:
https://behaviors.nyc/
https://leoclimaco.com/
https://Alignandunleash.com

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-leo-climaco-business-acceleration-specialist-discussing-his-book-align-unleash-the-way-to-your-truth-the-path-principles]]>https://api.spreaker.com/episode/61294641Sat, 07 Sep 2024 14:18:19 +0000Mike Saunders, MBALeo is a multi-faceted entrepreneur, podcaster, coach, and mentor with a profound commitment to empowering others. As the founder of Behaviors of NYC LLC and Alpha Force LLC, Leo’s journey began in Brazil, where his humble beginnings instilled in him...
Behaviors of NYC LLC, co-owned with his wife, is a pioneering therapy agency specializing in in-home and in-school behavioral therapy for children with autism. Over the past six years, the agency has established itself as a cornerstone of the New York City community, collaborating with the Department of Education to provide essential support to children and families. Leo’s dedication to improving lives extends beyond his therapy agency; through Alpha Force LLC, he offers a transformative coaching program designed to help entrepreneur family men align their lives for personal and professional success. His Leo Climaco Podcast, available on YouTube and Spotify, serves as a platform to share insights on entrepreneurship, leadership, and personal growth.

Learn More:
https://behaviors.nyc/
https://leoclimaco.com/
https://Alignandunleash.com

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-leo-climaco-business-acceleration-specialist-discussing-his-book-align-unleash-the-way-to-your-truth-the-path-principles]]>2285influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-chris-patterson-retirement-income-strategist-discussing-sequence-of-returns-risk--61294450
He has been assisting clients with tax and retirement income strategies for over 25 years. He loves what he does and wants to assist as many people as possible.

Learn More: https://innovatemyplan.com/

Past performance is not a guarantee of future performance. All strategy recommendations must be associated with a full review of a client’s personal situation.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-chris-patterson-retirement-income-strategist-discussing-sequence-of-returns-risk]]>https://api.spreaker.com/episode/61294450Sat, 07 Sep 2024 13:52:58 +0000Mike Saunders, MBAChris is a CPA/retirement strategist/basketball coach/husband/father! He has been assisting clients with tax and retirement income strategies for over 25 years. He loves what he does and wants to assist as many people as possible. Learn More:...
He has been assisting clients with tax and retirement income strategies for over 25 years. He loves what he does and wants to assist as many people as possible.

Learn More: https://innovatemyplan.com/

Past performance is not a guarantee of future performance. All strategy recommendations must be associated with a full review of a client’s personal situation.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-chris-patterson-retirement-income-strategist-discussing-sequence-of-returns-risk]]>1162influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-alfonzo-alexander-medical-education-specialist--61294426
Learn More: https://alfonzo360.com/alfonzo-alexander

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-alfonzo-alexander-medical-education-specialist]]>https://api.spreaker.com/episode/61294426Sat, 07 Sep 2024 13:46:48 +0000Mike Saunders, MBAAlfonzo Alexander aka Fonz is a best-selling author, speaker and serial entrepreneur who has been in business for over 30 years. He founded a successful building service company and was top in sales for 3 years in a row. Alfonzo is passionate about...
Learn More: https://alfonzo360.com/alfonzo-alexander

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-alfonzo-alexander-medical-education-specialist]]>1795influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-rexford-cattanach-president-of-keats-group-discussing-business-succession-planning--61294412
He writes and speaks on various succession and compensation planning topics for professionals and business owners. He is the lead author of InBusiness™, which features topics of planning interest to Private Clients.

Mr. Cattanach has served on community boards and other leadership roles in the Twin Cities, including the Board of Directors of Lakeview Health, a sole corporate member of HealthPartners health system, where he was chair of the physician and executive compensation committee, a member of the finance committee and the ad hoc committee overseeing the Lakeview Health integration with HealthPartners.

Rexford is a fiduciary, independent financial advisor who has completed over one hundred business valuations and transitions. He has volunteered as an academic tutor and mentor to at-risk K-12 children at Good Neighbor Center in Saint Paul, Minnesota for 19 years. To recharge, he enjoys the quiet scenery of trail hiking, road biking, and Nordic skiing.

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

Keats Group LLC is a comprehensive financial services company that provides investment, tax and estate planning, asset protection, and pre- and post-sale guidance to private clients and business families. Keats Group and its agents and employees do not provide legal or tax advice. Investment services are offered as a fiduciary Independent Advisor Representative of Advisor Share Wealth Management, a Registered Investment Advisor (RIA), upon completing a signed Service Agreement.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-rexford-cattanach-president-of-keats-group-discussing-business-succession-planning]]>https://api.spreaker.com/episode/61294412Sat, 07 Sep 2024 13:39:12 +0000Mike Saunders, MBARexford is president of Keats Group LLC, a comprehensive financial advisory firm. He works with successful families and family businesses to implement effective income planning, tax planning, and asset protection solutions that are administratively...
He writes and speaks on various succession and compensation planning topics for professionals and business owners. He is the lead author of InBusiness™, which features topics of planning interest to Private Clients.

Mr. Cattanach has served on community boards and other leadership roles in the Twin Cities, including the Board of Directors of Lakeview Health, a sole corporate member of HealthPartners health system, where he was chair of the physician and executive compensation committee, a member of the finance committee and the ad hoc committee overseeing the Lakeview Health integration with HealthPartners.

Rexford is a fiduciary, independent financial advisor who has completed over one hundred business valuations and transitions. He has volunteered as an academic tutor and mentor to at-risk K-12 children at Good Neighbor Center in Saint Paul, Minnesota for 19 years. To recharge, he enjoys the quiet scenery of trail hiking, road biking, and Nordic skiing.

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

Keats Group LLC is a comprehensive financial services company that provides investment, tax and estate planning, asset protection, and pre- and post-sale guidance to private clients and business families. Keats Group and its agents and employees do not provide legal or tax advice. Investment services are offered as a fiduciary Independent Advisor Representative of Advisor Share Wealth Management, a Registered Investment Advisor (RIA), upon completing a signed Service Agreement.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-rexford-cattanach-president-of-keats-group-discussing-business-succession-planning]]>1632influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-david-smart-ceo-of-smart-benefit-group-discussing-ensuring-a-lifetime-income--61294246
Learn More: https://www.smartbenefitgroupllc.com/

The following concepts have been simplified; however, each individual has a distinct situation and should, therefore, consult a tax preparer about how the concepts will impact their tax outcome.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-david-smart-ceo-of-smart-benefit-group-discussing-ensuring-a-lifetime-income]]>https://api.spreaker.com/episode/61294246Sat, 07 Sep 2024 13:30:00 +0000Mike Saunders, MBAWith over 20 years of experience in financial services, I have focused for the last 12 years on providing retirement planning services. Our approach is guided by the golden rule of treating others as we would like to be treated. We prioritize...
Learn More: https://www.smartbenefitgroupllc.com/

The following concepts have been simplified; however, each individual has a distinct situation and should, therefore, consult a tax preparer about how the concepts will impact their tax outcome.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-david-smart-ceo-of-smart-benefit-group-discussing-ensuring-a-lifetime-income]]>1472influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-bill-mcdowell-president-of-the-mcdowell-agency-discussing-roth-conversions--61294194
He is licensed in approximately 20 states and has protected over 250 Million Dollars in Assets. Unlike the bigger agencies he can provide a more personal level of attention and care. He looks forward to seeing you.

Learn More: https://www.mcdowell-agency.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-bill-mcdowell-president-of-the-mcdowell-agency-discussing-roth-conversions]]>https://api.spreaker.com/episode/61294194Sat, 07 Sep 2024 13:21:39 +0000Mike Saunders, MBABill has been in the financial services industry for over 20 years. His goal has been and remains to help his clients achieve their retirement goals, protect and grow their assets. Whether it is to leave a TAX FREE legacy TO THEIR LOVED ONE’S or to...
He is licensed in approximately 20 states and has protected over 250 Million Dollars in Assets. Unlike the bigger agencies he can provide a more personal level of attention and care. He looks forward to seeing you.

Learn More: https://www.mcdowell-agency.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-bill-mcdowell-president-of-the-mcdowell-agency-discussing-roth-conversions]]>1064influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-david-smart-ceo-of-smart-benefit-group-discussing-transitioning-from-accumulation-to-distribution-mindset--61268586
Learn More: https://www.smartbenefitgroupllc.com/

The following concepts have been simplified; however, each individual has a distinct situation and should, therefore, consult a tax preparer about how the concepts will impact their tax outcome.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-david-smart-ceo-of-smart-benefit-group-discussing-transitioning-from-accumulation-to-distribution-mindset]]>https://api.spreaker.com/episode/61268586Thu, 05 Sep 2024 01:47:15 +0000Mike Saunders, MBAWith over 20 years of experience in financial services, I have focused for the last 12 years on providing retirement planning services. Our approach is guided by the golden rule of treating others as we would like to be treated. We prioritize...
Learn More: https://www.smartbenefitgroupllc.com/

The following concepts have been simplified; however, each individual has a distinct situation and should, therefore, consult a tax preparer about how the concepts will impact their tax outcome.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-david-smart-ceo-of-smart-benefit-group-discussing-transitioning-from-accumulation-to-distribution-mindset]]>1501influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-maurice-bailey-president-of-wealthy-way-financial-discussing-how-life-insurance-fits-into-retirement--61268534
Learn More: https://wealthywayfinancial.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-maurice-bailey-president-of-wealthy-way-financial-discussing-how-life-insurance-fits-into-retirement]]>https://api.spreaker.com/episode/61268534Thu, 05 Sep 2024 01:40:33 +0000Mike Saunders, MBAAs the Safe Money Coach, he has been helping individuals, families, and business owners BULLETT Proof their assets through Safe and Tax Efficient Strategies since 2003. He grew up in Massachusetts where he attained two Associate degrees in Business...
Learn More: https://wealthywayfinancial.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-maurice-bailey-president-of-wealthy-way-financial-discussing-how-life-insurance-fits-into-retirement]]>1132influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-paul-castner-president-of-c-k-healthcare-advisors-discussing-retirement-planning--61268498
Discover the peace of mind that comes with Paul Castner and his team of licensed consultants expert guidance—because you’ve earned a retirement that’s as fulfilling as it is secure. Call them today or visit their website at https://www.ckhealthcareadvisors.com/

C & K Healthcare Advisors, LLC and their agents are licensed and certified representatives of a Medicare Advantage (HMO, PPO and PFFS) organization and a stand-alone prescription drug plan with a Medicare contract.

C & K Healthcare Advisors and their agents are not affiliated with the United States Government or the Federal Medicare Program. Enrollment in any plan depends on contract renewal. Medicare is available to some individuals under the age of 65 in limited circumstances. Plans and products may not be available in all areas. Certain exclusions and limitations may apply. We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1–800 MEDICARE to get information on all of your options.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-paul-castner-president-of-c-k-healthcare-advisors-discussing-retirement-planning]]>https://api.spreaker.com/episode/61268498Thu, 05 Sep 2024 01:33:20 +0000Mike Saunders, MBAPaul Castner started out his path in the insurance industry by working at one of the Nation’s Top Medicare carriers. He began in the broker services department, under strong leadership who encouraged him to always pursue learning and trusting his...
Discover the peace of mind that comes with Paul Castner and his team of licensed consultants expert guidance—because you’ve earned a retirement that’s as fulfilling as it is secure. Call them today or visit their website at https://www.ckhealthcareadvisors.com/

C & K Healthcare Advisors, LLC and their agents are licensed and certified representatives of a Medicare Advantage (HMO, PPO and PFFS) organization and a stand-alone prescription drug plan with a Medicare contract.

C & K Healthcare Advisors and their agents are not affiliated with the United States Government or the Federal Medicare Program. Enrollment in any plan depends on contract renewal. Medicare is available to some individuals under the age of 65 in limited circumstances. Plans and products may not be available in all areas. Certain exclusions and limitations may apply. We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1–800 MEDICARE to get information on all of your options.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-paul-castner-president-of-c-k-healthcare-advisors-discussing-retirement-planning]]>1336influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-luke-harrison-with-olin-associates-discussing-life-insurance--61268317
With a 15-year background in the Senior Healthcare field, Luke has helped thousands of seniors and continues to be a guide today for thousands more.

Learn more: https://olininsuranceadvisors.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-luke-harrison-with-olin-associates-discussing-life-insurance]]>https://api.spreaker.com/episode/61268317Thu, 05 Sep 2024 01:26:49 +0000Mike Saunders, MBALuke is a value-added consultant for Medicare, Life Insurance, Annuities, and Ancillary products lines. With a 15-year background in the Senior Healthcare field, Luke has helped thousands of seniors and continues to be a guide today for thousands...
With a 15-year background in the Senior Healthcare field, Luke has helped thousands of seniors and continues to be a guide today for thousands more.

Learn more: https://olininsuranceadvisors.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-luke-harrison-with-olin-associates-discussing-life-insurance]]>1312influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-maurice-bailey-president-of-wealthy-way-financial-discussing-how-taxes-impact-retirement--61254890
Learn More: https://wealthywayfinancial.com/


Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-maurice-bailey-president-of-wealthy-way-financial-discussing-how-taxes-impact-retirement]]>https://api.spreaker.com/episode/61254890Tue, 03 Sep 2024 19:15:57 +0000Mike Saunders, MBAAs the Safe Money Coach, he has been helping individuals, families, and business owners BULLETT Proof their assets through Safe and Tax Efficient Strategies since 2003. He grew up in Massachusetts where he attained two Associate degrees in Business...
Learn More: https://wealthywayfinancial.com/


Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-maurice-bailey-president-of-wealthy-way-financial-discussing-how-taxes-impact-retirement]]>1007influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-bill-mcdowell-president-of-the-mcdowell-agency-discussing-guaranteed-income--61203479
He is licensed in approximately 20 states and has protected over 250 Million Dollars in Assets. Unlike the bigger agencies, they can provide a more personal level of attention and care. He looks forward to seeing you.

Learn More: https://www.mcdowell-agency.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-bill-mcdowell-president-of-the-mcdowell-agency-discussing-guaranteed-income]]>https://api.spreaker.com/episode/61203479Thu, 29 Aug 2024 23:23:46 +0000Mike Saunders, MBABill has been in the financial services industry for over 20 years. His goal has been and remains to help his clients achieve their retirement goals, and protect and grow their assets. Whether it is to leave a TAX FREE legacy TO THEIR LOVED ONE’S or...
He is licensed in approximately 20 states and has protected over 250 Million Dollars in Assets. Unlike the bigger agencies, they can provide a more personal level of attention and care. He looks forward to seeing you.

Learn More: https://www.mcdowell-agency.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-bill-mcdowell-president-of-the-mcdowell-agency-discussing-guaranteed-income]]>1169influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-maurice-bailey-president-of-wealthy-way-financial-discussing-guaranteed-income--61203434
Learn More: https://wealthywayfinancial.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-maurice-bailey-president-of-wealthy-way-financial-discussing-guaranteed-income]]>https://api.spreaker.com/episode/61203434Thu, 29 Aug 2024 23:16:01 +0000Mike Saunders, MBAAs the Safe Money Coach I have been helping individuals, families, and business owners BULLETT Proof their assets through Safe and Tax Efficient Strategies since 2003. I grew up in Massachusetts where I attained two Associate degrees in Business...
Learn More: https://wealthywayfinancial.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-maurice-bailey-president-of-wealthy-way-financial-discussing-guaranteed-income]]>1092influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-luke-harrison--61203338
With a 15-year background in the Senior Healthcare field, Luke has helped thousands of seniors and continues to be a guide today for thousands more.

Learn more: https://olininsuranceadvisors.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-luke-harrisonhttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/]]>https://api.spreaker.com/episode/61203338Thu, 29 Aug 2024 23:04:38 +0000Mike Saunders, MBALuke is a value-added consultant for Medicare, Life Insurance, Annuities, and Ancillary products lines. With a 15-year background in the Senior Healthcare field, Luke has helped thousands of seniors and continues to be a guide today for thousands...
With a 15-year background in the Senior Healthcare field, Luke has helped thousands of seniors and continues to be a guide today for thousands more.

Learn more: https://olininsuranceadvisors.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-luke-harrisonhttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/]]>1298influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-quantum-courage-expert-marjah-simon-and-confidence-transformation-coach-jj-villar--61174557
Marjah Simon, Quantum Courage Expert, is a capturer of stories on a mission to bring heart-led wisdom into the world. A veteran of the US Army and Air Force with a background in law, diplomacy, and behavioral science, she now uses her ability to draw out authentic stories to help entrepreneurs become published authors. As the founder of Author Writer’s Academy, Marjah is dedicated to transforming hearts and minds by sharing empowering stories. An adventurer at heart, she travels the world by plane, boat, camel, and more, continuously stepping outside her comfort zone and into courage. Marjah sees the potential in people to make an impact and won’t let you disappear until your story is lived and told.

JJ Villar, Confidence Transformation Coach, is a motivational speaker, transformational coach, and creative artist dedicated to helping people reach their full potential and reinvent themselves with confidence. Formerly a dancer with Cirque du Soleil and Tony Robbins’ Mastery University graduate, JJ now runs his own coaching practice focused on rebuilding courage, strengthening mindset, and rejuvenating energy to succeed in business and life. Originally from Colombia and now based in Miami, JJ brings an inspirational blend of artistry, psychology, and spirituality to his work, empowering personal growth and fulfillment.

Learn More: https://nextlifenext.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-quantum-courage-expert-marjah-simon-and-confidence-transformation-coach-jj-villar]]>https://api.spreaker.com/episode/61174557Tue, 27 Aug 2024 17:45:34 +0000Mike Saunders, MBAAbout The Authors Marjah Simon, Quantum Courage Expert, is a capturer of stories on a mission to bring heart-led wisdom into the world. A veteran of the US Army and Air Force with a background in law, diplomacy, and behavioral science, she now uses...
Marjah Simon, Quantum Courage Expert, is a capturer of stories on a mission to bring heart-led wisdom into the world. A veteran of the US Army and Air Force with a background in law, diplomacy, and behavioral science, she now uses her ability to draw out authentic stories to help entrepreneurs become published authors. As the founder of Author Writer’s Academy, Marjah is dedicated to transforming hearts and minds by sharing empowering stories. An adventurer at heart, she travels the world by plane, boat, camel, and more, continuously stepping outside her comfort zone and into courage. Marjah sees the potential in people to make an impact and won’t let you disappear until your story is lived and told.

JJ Villar, Confidence Transformation Coach, is a motivational speaker, transformational coach, and creative artist dedicated to helping people reach their full potential and reinvent themselves with confidence. Formerly a dancer with Cirque du Soleil and Tony Robbins’ Mastery University graduate, JJ now runs his own coaching practice focused on rebuilding courage, strengthening mindset, and rejuvenating energy to succeed in business and life. Originally from Colombia and now based in Miami, JJ brings an inspirational blend of artistry, psychology, and spirituality to his work, empowering personal growth and fulfillment.

Learn More: https://nextlifenext.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-quantum-courage-expert-marjah-simon-and-confidence-transformation-coach-jj-villar]]>1661influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-paul-castner-president-of-c-k-healthcare-advisors-discussing-medicare--61116135
Discover the peace of mind that comes with Paul Castner and his team of licensed consultants expert guidance—because you’ve earned a retirement that’s as fulfilling as it is secure.

Call them today or visit their website at https://www.ckhealthcareadvisors.com/

C & K Healthcare Advisors, LLC and their agents are licensed and certified representatives of a Medicare Advantage (HMO, PPO and PFFS) organization and a stand-alone prescription drug plan with a Medicare contract. C & K Healthcare Advisors and their agents are not affiliated with the United States Government or the Federal Medicare Program. Enrollment in any plan depends on contract renewal. Medicare is available to some individuals under the age of 65 in limited circumstances. Plans and products may not be available in all areas. Certain exclusions and limitations may apply. We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1–800 MEDICARE to get information on all of your options.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-paul-castner-president-of-c-k-healthcare-advisors-discussing-medicare]]>https://api.spreaker.com/episode/61116135Thu, 22 Aug 2024 15:09:46 +0000Mike Saunders, MBAPaul Castner started out his path in the insurance industry by working at one of the Nation’s Top Medicare carriers. He began in the broker services department, under strong leadership who encouraged him to always pursue learning and trusting his...
Discover the peace of mind that comes with Paul Castner and his team of licensed consultants expert guidance—because you’ve earned a retirement that’s as fulfilling as it is secure.

Call them today or visit their website at https://www.ckhealthcareadvisors.com/

C & K Healthcare Advisors, LLC and their agents are licensed and certified representatives of a Medicare Advantage (HMO, PPO and PFFS) organization and a stand-alone prescription drug plan with a Medicare contract. C & K Healthcare Advisors and their agents are not affiliated with the United States Government or the Federal Medicare Program. Enrollment in any plan depends on contract renewal. Medicare is available to some individuals under the age of 65 in limited circumstances. Plans and products may not be available in all areas. Certain exclusions and limitations may apply. We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1–800 MEDICARE to get information on all of your options.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-paul-castner-president-of-c-k-healthcare-advisors-discussing-medicare]]>1511influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-mehran-rad-founder-president-of-r-ap-financial-discussing-market-loss-protection--61103967
As a Fiduciary, Mehran works diligently with his clients to help them take control of their financial future through education and use of financial strategies designed to help them with the critical areas of retirement planning, including:

• Retirement Income & Social Security Planning.
• Tax Minimization Strategies.
• Investment & Risk Management Strategies.
• Estate & Legacy Planning.

Mehran started in real estate development and investment back in 1988 and has been in the financial service industry for the last 22 years. He is a graduate of Guilford College with a BS degree in Business and a minor in Economics. Mehran has passed the NASD Series 65 (Investment Advisor Representative) and has met all requirements for Life insurance and Long-Term Care licenses in several States.

Personal
Mehran grew up in Chapel Hill, NC, and is a big Tarheels fan. Soccer has been a big part of his life as he played in college, and several years after. All three of his boys have played professionally for teams such as Sporting Kansas City, Hartford Athletic, Huntsville FC, and Portland Timbers.

Outside of the financial world, Mehran enjoys walking, golfing, hiking the Arizona trails, and watching soccer, but above all, he loves spending quality time with his family.

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

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-mehran-rad-founder-president-of-rap-financial-discussing-market-loss-protection]]>https://api.spreaker.com/episode/61103967Wed, 21 Aug 2024 14:25:49 +0000Mike Saunders, MBAMehran Rad is an Investment Advisor Representative with a passion in helping retirees, and those approaching retirement, to avoid the common financial mistakes of retirement through comprehensive financial planning. As a Fiduciary, Mehran works...
As a Fiduciary, Mehran works diligently with his clients to help them take control of their financial future through education and use of financial strategies designed to help them with the critical areas of retirement planning, including:

• Retirement Income & Social Security Planning.
• Tax Minimization Strategies.
• Investment & Risk Management Strategies.
• Estate & Legacy Planning.

Mehran started in real estate development and investment back in 1988 and has been in the financial service industry for the last 22 years. He is a graduate of Guilford College with a BS degree in Business and a minor in Economics. Mehran has passed the NASD Series 65 (Investment Advisor Representative) and has met all requirements for Life insurance and Long-Term Care licenses in several States.

Personal
Mehran grew up in Chapel Hill, NC, and is a big Tarheels fan. Soccer has been a big part of his life as he played in college, and several years after. All three of his boys have played professionally for teams such as Sporting Kansas City, Hartford Athletic, Huntsville FC, and Portland Timbers.

Outside of the financial world, Mehran enjoys walking, golfing, hiking the Arizona trails, and watching soccer, but above all, he loves spending quality time with his family.

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

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-mehran-rad-founder-president-of-rap-financial-discussing-market-loss-protection]]>1161influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-corey-baker-retirement-specialist-with-kk-b-financial-services-discussing-using-insurance-for-retirement--61103858
Corey is also a best-selling author, accomplished motivational speaker and personal health and wellness coach. His life’s passion is working with people and is tenacious in his dedication to helping others win. In his spare time, Corey loves to travel all across the US pursuing his other life passion, which is bowling.

Learn More: http://www.kkandb.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-corey-baker-retirement-specialist-with-kkb-financial-services-discussing-using-insurance-for-retirement]]>https://api.spreaker.com/episode/61103858Wed, 21 Aug 2024 14:16:37 +0000Mike Saunders, MBACorey is originally from the Chicago area and is a lifelong Cubs and Bears fan. He and his wife Julie have 2 daughters and an incredibly spoiled poodle. As a former minister of one of the fastest-growing churches in Florida, Corey has extensive...
Corey is also a best-selling author, accomplished motivational speaker and personal health and wellness coach. His life’s passion is working with people and is tenacious in his dedication to helping others win. In his spare time, Corey loves to travel all across the US pursuing his other life passion, which is bowling.

Learn More: http://www.kkandb.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-corey-baker-retirement-specialist-with-kkb-financial-services-discussing-using-insurance-for-retirement]]>1443influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-james-edward-durden-jr-owner-of-edward-financial-group-discussing-how-taxes-impact-retirement--61080552
If you’re ready to take control of your retirement planning and secure a bright financial future, we’re here to help. Visit our website at Edward Financial Group.com or call us at 404-919-8916 to schedule a free consultation. Don’t wait—start your journey to financial confidence today!”

Learn more: https://edwardfinancialgroup.com

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-james-edward-durden-jr-owner-of-edward-financial-group-discussing-how-taxes-impact-retirement]]>https://api.spreaker.com/episode/61080552Mon, 19 Aug 2024 14:31:06 +0000Mike Saunders, MBAJames Edward Durden Jr. is the owner of Edward Financial Group and a seasoned financial professional with a strong educational background. He holds a double bachelor’s degree in Finance and Risk Management, equipping him with a comprehensive...
If you’re ready to take control of your retirement planning and secure a bright financial future, we’re here to help. Visit our website at Edward Financial Group.com or call us at 404-919-8916 to schedule a free consultation. Don’t wait—start your journey to financial confidence today!”

Learn more: https://edwardfinancialgroup.com

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-james-edward-durden-jr-owner-of-edward-financial-group-discussing-how-taxes-impact-retirement]]>1251influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-corey-baker-discussing-sequence-of-returns-risk--61079911
Corey is also a best-selling author, accomplished motivational speaker and personal health and wellness coach. His life’s passion is working with people and is tenacious in his dedication to helping others win. In his spare time, Corey loves to travel all across the US pursing his other life passion, which is bowling.

Learn More: http://www.kkandb.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-corey-baker-discussing-sequence-of-returns-risk]]>https://api.spreaker.com/episode/61079911Mon, 19 Aug 2024 14:13:54 +0000Mike Saunders, MBACorey is originally from the Chicago area and is a lifelong Cubs and Bears fan. He and his wife Julie have 2 daughters and an incredibly spoiled poodle. As a former minister of one of the fastest growing churches in Florida, Corey has extensive...
Corey is also a best-selling author, accomplished motivational speaker and personal health and wellness coach. His life’s passion is working with people and is tenacious in his dedication to helping others win. In his spare time, Corey loves to travel all across the US pursing his other life passion, which is bowling.

Learn More: http://www.kkandb.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-corey-baker-discussing-sequence-of-returns-risk]]>1513influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-avadhi-dhruv--61079819
She finds fulfillment in helping entrepreneurs gain clarity and confidence in achieving their business dreams. Through her books and programs, Avadhi helps her clients create and execute on strategic plans for their businesses, where they have unlimited potential for growth in income, freedom in lifestyle, and a deep understanding of their worth as business owners. Her first bestseller, Inner Genius Outer Guru: A Heart-Centered Entrepreneur’s Guide to Unlimited Potential for Growth in Income and Freedom in Lifestyle without Burnout, was a huge success amongst entrepreneurs ready to create real income-generating businesses they love.

Today, Avadhi is a thought leader and world leader whose vision is to create a world of abundance and fulfillment by empowering heart-centered, conscious entrepreneurs to take their businesses to new heights. Her clients have included budding entrepreneurs to leaders of multi‐million dollar international businesses who have successfully made transformational changes in their businesses and lives.

Avadhi is the Chief Transformation Officer at Prabhat, a global brand and family-owned business with more than fifty years of success. In a few short years, she helped the Prabhat group of companies achieve multi-levels of top-line and bottom-line growth along with the ability to thrive in any kind of economic climate. Avadhi uses her skills and experience coupled with powerful transformational tools to help her clients create long-lasting business results. Avadhi was born in India and attended a residential school, a Gurukulam, which provided an environment of holistic education interwoven with spiritual practices. Upon moving to the United States, she attended Georgia Institute of Technology for her undergrad in Industrial and Systems Engineering. After graduating with honors, she moved to sunny San Diego, California, where she currently resides.

For more information about Avadhi, visit:
https://www.avadhi.guru/about-avadhi.html.

Subscribe to Avadhi’s YouTube channel here:
https://www.youtube.com/@AvadhiGuru

Learn more: http://www.avadhi.guru/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-avadhi-dhruv]]>https://api.spreaker.com/episode/61079819Mon, 19 Aug 2024 14:03:40 +0000Mike Saunders, MBAAvadhi Dhruv is an International Bestselling Author, YouTuber, and Business Guru. She helps leaders of family legacy businesses run their companies in a way that fosters healthy family relationships. Avadhi founded the brand, Avadhi.guru™ with the...
She finds fulfillment in helping entrepreneurs gain clarity and confidence in achieving their business dreams. Through her books and programs, Avadhi helps her clients create and execute on strategic plans for their businesses, where they have unlimited potential for growth in income, freedom in lifestyle, and a deep understanding of their worth as business owners. Her first bestseller, Inner Genius Outer Guru: A Heart-Centered Entrepreneur’s Guide to Unlimited Potential for Growth in Income and Freedom in Lifestyle without Burnout, was a huge success amongst entrepreneurs ready to create real income-generating businesses they love.

Today, Avadhi is a thought leader and world leader whose vision is to create a world of abundance and fulfillment by empowering heart-centered, conscious entrepreneurs to take their businesses to new heights. Her clients have included budding entrepreneurs to leaders of multi‐million dollar international businesses who have successfully made transformational changes in their businesses and lives.

Avadhi is the Chief Transformation Officer at Prabhat, a global brand and family-owned business with more than fifty years of success. In a few short years, she helped the Prabhat group of companies achieve multi-levels of top-line and bottom-line growth along with the ability to thrive in any kind of economic climate. Avadhi uses her skills and experience coupled with powerful transformational tools to help her clients create long-lasting business results. Avadhi was born in India and attended a residential school, a Gurukulam, which provided an environment of holistic education interwoven with spiritual practices. Upon moving to the United States, she attended Georgia Institute of Technology for her undergrad in Industrial and Systems Engineering. After graduating with honors, she moved to sunny San Diego, California, where she currently resides.

For more information about Avadhi, visit:
https://www.avadhi.guru/about-avadhi.html.

Subscribe to Avadhi’s YouTube channel here:
https://www.youtube.com/@AvadhiGuru

Learn more: http://www.avadhi.guru/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-avadhi-dhruv]]>1424influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-corey-baker-retirement-specialist-with-kk-b-financial-services-discussing-retirement-income-for-life--61045830
Corey is also a best-selling author, accomplished motivational speaker and personal health and wellness coach. His life’s passion is working with people and is tenacious in his dedication to helping others win. In his spare time, Corey loves to travel all across the US pursing his other life passion, which is bowling.

Learn More: http://www.kkandb.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-corey-baker-retirement-specialist-with-kkb-financial-services-discussing-retirement-income-for-life]]>https://api.spreaker.com/episode/61045830Thu, 15 Aug 2024 23:00:07 +0000Mike Saunders, MBACorey is originally from the Chicago area and is a lifelong Cubs and Bears fan. He and his wife Julie have 2 daughters and an incredibly spoiled poodle. As a former minister of one of the fastest growing churches in Florida, Corey has extensive...
Corey is also a best-selling author, accomplished motivational speaker and personal health and wellness coach. His life’s passion is working with people and is tenacious in his dedication to helping others win. In his spare time, Corey loves to travel all across the US pursing his other life passion, which is bowling.

Learn More: http://www.kkandb.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-corey-baker-retirement-specialist-with-kkb-financial-services-discussing-retirement-income-for-life]]>1425influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-jennifer-surmacz-founder-of-posterity-legal-discussing-nextgen-estate-planning-software--61019778
Jennifer was born into a military family and lived in several states before settling in Oklahoma. She graduated from Mustang High School as Valedictorian and a National Merit Scholar. Jennifer earned a Bachelor of Arts in Political Science and a Minor of Arts in Sociology from the University of Oklahoma. She earned her Juris Doctor at Oklahoma City University School of Law.

Jennifer is licensed to practice law in Missouri, Oklahoma, Nevada, and the Federal District of Maryland. She has experience in Estate Planning, Probate, Contracts, Family law, Federal Civil litigation, and ERISA Federal Class Action litigation. Jennifer also served as a Special Public Defender for Juveniles in Canadian County, Oklahoma and St. Louis and St. Charles counties in Missouri.

Jennifer served terms as 10th Circuit Lieutenant Governor of the American Bar Association LSD, and Vice President of Women’s Law Student Association. She is a member of the American Bar Association, the Phi Alpha Delta legal fraternity, the Oklahoma Association of Justice, the National Association of Professional Women, Lawyers Fighting Hunger, and Gene Slay’s Boys and Girls Club. Jennifer is also a black belt and national champion in Tae Kwon Do.

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

THE CHOICE OF A LAWYER IS AN IMPORTANT DECISION AND SHOULD NOT BE BASED SOLELY UPON ADVERTISEMENTS.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-jennifer-surmacz-founder-of-posterity-legal-discussing-nextgen-estate-planning-software]]>https://api.spreaker.com/episode/61019778Wed, 14 Aug 2024 00:27:48 +0000Mike Saunders, MBAJennifer Surmacz is passionate about helping clients understand the legal intricacies of estate planning. She translates complex legal concepts into easy-to-understand options for each client based on their unique circumstances. Jennifer was born...
Jennifer was born into a military family and lived in several states before settling in Oklahoma. She graduated from Mustang High School as Valedictorian and a National Merit Scholar. Jennifer earned a Bachelor of Arts in Political Science and a Minor of Arts in Sociology from the University of Oklahoma. She earned her Juris Doctor at Oklahoma City University School of Law.

Jennifer is licensed to practice law in Missouri, Oklahoma, Nevada, and the Federal District of Maryland. She has experience in Estate Planning, Probate, Contracts, Family law, Federal Civil litigation, and ERISA Federal Class Action litigation. Jennifer also served as a Special Public Defender for Juveniles in Canadian County, Oklahoma and St. Louis and St. Charles counties in Missouri.

Jennifer served terms as 10th Circuit Lieutenant Governor of the American Bar Association LSD, and Vice President of Women’s Law Student Association. She is a member of the American Bar Association, the Phi Alpha Delta legal fraternity, the Oklahoma Association of Justice, the National Association of Professional Women, Lawyers Fighting Hunger, and Gene Slay’s Boys and Girls Club. Jennifer is also a black belt and national champion in Tae Kwon Do.

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

THE CHOICE OF A LAWYER IS AN IMPORTANT DECISION AND SHOULD NOT BE BASED SOLELY UPON ADVERTISEMENTS.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-jennifer-surmacz-founder-of-posterity-legal-discussing-nextgen-estate-planning-software]]>1126influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-james-edward-durden-jr-owner-of-edward-financial-group-discussing-social-security--61019656
If you’re ready to take control of your retirement planning and secure a bright financial future, we’re here to help. Visit our website at Edward Financial Group.com or call us at 404-919-8916 to schedule a free consultation. Don’t wait—start your journey to financial confidence today!”

Learn more:

https://edwardfinancialgroup.com

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-james-edward-durden-jr-owner-of-edward-financial-group-discussing-social-security]]>https://api.spreaker.com/episode/61019656Wed, 14 Aug 2024 00:07:57 +0000Mike Saunders, MBAJames Edward Durden Jr. is the owner of Edward Financial Group and a seasoned financial professional with a strong educational background. He holds a double bachelor’s degree in Finance and Risk Management, equipping him with a comprehensive...
If you’re ready to take control of your retirement planning and secure a bright financial future, we’re here to help. Visit our website at Edward Financial Group.com or call us at 404-919-8916 to schedule a free consultation. Don’t wait—start your journey to financial confidence today!”

Learn more:

https://edwardfinancialgroup.com

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-james-edward-durden-jr-owner-of-edward-financial-group-discussing-social-security]]>1256influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-mehran-rad-founder-president-of-r-ap-financial-discussing-guaranteed-income--61019163
As a Fiduciary, Mehran works diligently with his clients to help them take control of their financial future through education and use of financial strategies designed to help them with the critical areas of retirement planning, including:

• Retirement Income & Social Security Planning.
• Tax Minimization Strategies.
• Investment & Risk Management Strategies.
• Estate & Legacy Planning.

Mehran started in real estate development and investment back in 1988 and has been in the financial service industry for the last 22 years. He is a graduate of Guilford College with a BS degree in Business and a minor in Economics. Mehran has passed the NASD Series 65 (Investment Advisor Representative) and has met all requirements for Life insurance and Long-Term Care licenses in several States.

Personal
Mehran grew up in Chapel Hill, NC, and is a big Tarheels fan. Soccer has been a big part of his life as he played in college, and several years after. All three of his boys have played professionally for teams such as Sporting Kansas City, Hartford Athletic, Huntsville FC, and Portland Timbers.

Outside of the financial world, Mehran enjoys walking, golf, hiking the Arizona trails, and watching soccer, but above all, he loves spending quality time with his family.

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

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-mehran-rad-founder-president-of-r-ap-financial-discussing-guaranteed-income]]>https://api.spreaker.com/episode/61019163Tue, 13 Aug 2024 22:59:29 +0000Mike Saunders, MBAMehran Rad is an Investment Advisor Representative with a passion in helping retirees, and those approaching retirement, to avoid the common financial mistakes of retirement through comprehensive financial planning. As a Fiduciary, Mehran works...
As a Fiduciary, Mehran works diligently with his clients to help them take control of their financial future through education and use of financial strategies designed to help them with the critical areas of retirement planning, including:

• Retirement Income & Social Security Planning.
• Tax Minimization Strategies.
• Investment & Risk Management Strategies.
• Estate & Legacy Planning.

Mehran started in real estate development and investment back in 1988 and has been in the financial service industry for the last 22 years. He is a graduate of Guilford College with a BS degree in Business and a minor in Economics. Mehran has passed the NASD Series 65 (Investment Advisor Representative) and has met all requirements for Life insurance and Long-Term Care licenses in several States.

Personal
Mehran grew up in Chapel Hill, NC, and is a big Tarheels fan. Soccer has been a big part of his life as he played in college, and several years after. All three of his boys have played professionally for teams such as Sporting Kansas City, Hartford Athletic, Huntsville FC, and Portland Timbers.

Outside of the financial world, Mehran enjoys walking, golf, hiking the Arizona trails, and watching soccer, but above all, he loves spending quality time with his family.

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

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-mehran-rad-founder-president-of-r-ap-financial-discussing-guaranteed-income]]>1086influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-scheavosky-mcgawion-retirement-benefits-counselor-president-of-mcgawion-insurance-pros--60990046
Learn More: https://www.myinsuranceprofessional.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-scheavosky-mcgawion-retirement-benefits-counselor-president-of-mcgawion-insurance-pros]]>https://api.spreaker.com/episode/60990046Sun, 11 Aug 2024 19:20:57 +0000Mike Saunders, MBAServing the men and women who effortlessly serve this great nation, Scheavosky proudly served the country in the United States Air Force on active duty and as a civilian servant for 20 years. He values educating America’s best and brightest with...
Learn More: https://www.myinsuranceprofessional.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-scheavosky-mcgawion-retirement-benefits-counselor-president-of-mcgawion-insurance-pros]]>1071influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-jennifer-surmacz-founder-of-posterity-legal-discussing-the-horrors-of-probate--60971580
Jennifer was born into a military family and lived in several states before settling in Oklahoma. She graduated from Mustang High School as Valedictorian and a National Merit Scholar. Jennifer earned a Bachelor of Arts in Political Science and a Minor of Arts in Sociology from the University of Oklahoma. She earned her Juris Doctor at Oklahoma City University School of Law.

Jennifer is licensed to practice law in Missouri, Oklahoma, Nevada, and the Federal District of Maryland. She has experience in Estate Planning, Probate, Contracts, Family law, Federal Civil litigation, and ERISA Federal Class Action litigation. Jennifer also served as a Special Public Defender for Juveniles in Canadian County, Oklahoma, and St. Louis and St. Charles counties in Missouri.

Jennifer served terms as 10th Circuit Lieutenant Governor of the American Bar Association LSD, and Vice President of Women’s Law Student Association. She is a member of the American Bar Association, the Phi Alpha Delta legal fraternity, the Oklahoma Association of Justice, the National Association of Professional Women, Lawyers Fighting Hunger, and Gene Slay’s Boys and Girls Club. Jennifer is also a black belt and national champion in Tae Kwon Do.

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

THE CHOICE OF A LAWYER IS AN IMPORTANT DECISION AND SHOULD NOT BE BASED SOLELY UPON ADVERTISEMENTS.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-jennifer-surmacz-founder-of-posterity-legal-discussing-the-horrors-of-probate]]>https://api.spreaker.com/episode/60971580Fri, 09 Aug 2024 17:17:01 +0000Mike Saunders, MBAJennifer Surmacz is passionate about helping clients understand the legal intricacies of estate planning. She translates complex legal concepts into easy-to-understand options for each client based on their unique circumstances. Jennifer was born...
Jennifer was born into a military family and lived in several states before settling in Oklahoma. She graduated from Mustang High School as Valedictorian and a National Merit Scholar. Jennifer earned a Bachelor of Arts in Political Science and a Minor of Arts in Sociology from the University of Oklahoma. She earned her Juris Doctor at Oklahoma City University School of Law.

Jennifer is licensed to practice law in Missouri, Oklahoma, Nevada, and the Federal District of Maryland. She has experience in Estate Planning, Probate, Contracts, Family law, Federal Civil litigation, and ERISA Federal Class Action litigation. Jennifer also served as a Special Public Defender for Juveniles in Canadian County, Oklahoma, and St. Louis and St. Charles counties in Missouri.

Jennifer served terms as 10th Circuit Lieutenant Governor of the American Bar Association LSD, and Vice President of Women’s Law Student Association. She is a member of the American Bar Association, the Phi Alpha Delta legal fraternity, the Oklahoma Association of Justice, the National Association of Professional Women, Lawyers Fighting Hunger, and Gene Slay’s Boys and Girls Club. Jennifer is also a black belt and national champion in Tae Kwon Do.

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

THE CHOICE OF A LAWYER IS AN IMPORTANT DECISION AND SHOULD NOT BE BASED SOLELY UPON ADVERTISEMENTS.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-jennifer-surmacz-founder-of-posterity-legal-discussing-the-horrors-of-probate]]>1365influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-james-edward-durden-jr-owner-of-edward-financial-group-discussing-living-a-tax-free-retirement--60970905
If you’re ready to take control of your retirement planning and secure a bright financial future, we’re here to help. Visit our website at Edward Financial Group.com or call us at 404-919-8916 to schedule a free consultation. Don’t wait—start your journey to financial confidence today!”

Learn more: https://edwardfinancialgroup.comjames-edward-durden

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-james-edward-durden-jr-owner-of-edward-financial-group-discussing-living-a-tax-free-retirement]]>https://api.spreaker.com/episode/60970905Fri, 09 Aug 2024 16:03:18 +0000Mike Saunders, MBAJames Edward Durden Jr. is the owner of Edward Financial Group and a seasoned financial professional with a strong educational background. He holds a double bachelor’s degree in Finance and Risk Management, equipping him with a comprehensive...
If you’re ready to take control of your retirement planning and secure a bright financial future, we’re here to help. Visit our website at Edward Financial Group.com or call us at 404-919-8916 to schedule a free consultation. Don’t wait—start your journey to financial confidence today!”

Learn more: https://edwardfinancialgroup.comjames-edward-durden

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-james-edward-durden-jr-owner-of-edward-financial-group-discussing-living-a-tax-free-retirement]]>1436influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-james-edward-durden-jr-owner-of-edward-financial-group-discussing-where-to-start-with-retirement--60959422
If you’re ready to take control of your retirement planning and secure a bright financial future, we’re here to help. Visit our website at Edward Financial Group.com or call us at 404-919-8916 to schedule a free consultation. Don’t wait—start your journey to financial confidence today!”

Learn more: https://edwardfinancialgroup.com

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-james-edward-durden-jr-owner-of-edward-financial-group-discussing-where-to-start-with-retirement]]>https://api.spreaker.com/episode/60959422Thu, 08 Aug 2024 17:58:59 +0000Mike Saunders, MBAJames Edward Durden Jr. is the owner of Edward Financial Group and a seasoned financial professional with a strong educational background. He holds a double bachelor’s degree in Finance and Risk Management, equipping him with a comprehensive...
If you’re ready to take control of your retirement planning and secure a bright financial future, we’re here to help. Visit our website at Edward Financial Group.com or call us at 404-919-8916 to schedule a free consultation. Don’t wait—start your journey to financial confidence today!”

Learn more: https://edwardfinancialgroup.com

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-james-edward-durden-jr-owner-of-edward-financial-group-discussing-where-to-start-with-retirement]]>1236influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-chase-insogna-ceo-and-founder-of-insogna-cpa--60949988
Learn More: https://insognacpa.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-chase-insogna-ceo-and-founder-of-insogna-cpa]]>https://api.spreaker.com/episode/60949988Wed, 07 Aug 2024 19:50:57 +0000Mike Saunders, MBAChase Insogna is an expert in tax planning and financial advisory with over two decades of experience. As the founder and president of Insogna CPA in Austin, Texas, his growing experienced team help transform the financial futures of many valued...
Learn More: https://insognacpa.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-chase-insogna-ceo-and-founder-of-insogna-cpa]]>1149influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-mehran-rad-founder-president-of-r-ap-financial-discussing-risks-of-retirement--60941896
As a Fiduciary, Mehran works diligently with his clients to help them take control of their financial future through education and use of financial strategies designed to help them with the critical areas of retirement planning, including:

• Retirement Income & Social Security Planning.
• Tax Minimization Strategies.
• Investment & Risk Management Strategies.
• Estate & Legacy Planning.

Mehran started in real estate development and investment back in 1988 and has been in the financial service industry for the last 22 years. He is a graduate of Guilford College with a BS degree in Business and a minor in Economics. Mehran has passed the NASD Series 65 (Investment Advisor Representative) and has met all requirements for Life insurance and Long-Term Care licenses in several States.

Personal
Mehran grew up in Chapel Hill, NC, and is a big Tarheels fan. Soccer has been a big part of his life as he played in college, and several years after. All three of his boys have played professionally for teams such as Sporting Kansas City, Hartford Athletic, Huntsville FC, and Portland Timbers.

Outside of the financial world, Mehran enjoys walking, golf, hiking the Arizona trails, watching soccer, but above all, he loves spending quality time with his family.

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

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-mehran-rad-founder-president-of-r-ap-financial-discussing-risks-of-retirement]]>https://api.spreaker.com/episode/60941896Tue, 06 Aug 2024 23:31:26 +0000Mike Saunders, MBAMehran Rad is an Investment Advisor Representative with a passion in helping retirees, and those approaching retirement, to avoid the common financial mistakes of retirement through comprehensive financial planning. As a Fiduciary, Mehran works...
As a Fiduciary, Mehran works diligently with his clients to help them take control of their financial future through education and use of financial strategies designed to help them with the critical areas of retirement planning, including:

• Retirement Income & Social Security Planning.
• Tax Minimization Strategies.
• Investment & Risk Management Strategies.
• Estate & Legacy Planning.

Mehran started in real estate development and investment back in 1988 and has been in the financial service industry for the last 22 years. He is a graduate of Guilford College with a BS degree in Business and a minor in Economics. Mehran has passed the NASD Series 65 (Investment Advisor Representative) and has met all requirements for Life insurance and Long-Term Care licenses in several States.

Personal
Mehran grew up in Chapel Hill, NC, and is a big Tarheels fan. Soccer has been a big part of his life as he played in college, and several years after. All three of his boys have played professionally for teams such as Sporting Kansas City, Hartford Athletic, Huntsville FC, and Portland Timbers.

Outside of the financial world, Mehran enjoys walking, golf, hiking the Arizona trails, watching soccer, but above all, he loves spending quality time with his family.

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

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-mehran-rad-founder-president-of-r-ap-financial-discussing-risks-of-retirement]]>1405influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-robin-hills-director-of-ei4change--60883276
Learn More: https://ei4change.com/


Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-robin-hills-director-of-ei4change]]>https://api.spreaker.com/episode/60883276Thu, 01 Aug 2024 10:56:50 +0000Mike Saunders, MBARobin Hills is a business psychologist and the director of Ei4Change. A company specializing in emotional intelligence for change in educational training, coaching, and personal development – focused around emotional intelligence, positive psychology,...
Learn More: https://ei4change.com/


Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-robin-hills-director-of-ei4change]]>1316influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-noelle-fueter-author-of-the-animal-code--60767722
She’s a visionary, energetic healer, philanthropist, small business owner, and animal & nature lover, who believes that global peace can be achieved by practicing to conquer fear with love, unifying our hearts, and taking action from oneness consciousness.

Noëlle became an animal behavior and communication specialist after adopting Dillie in 2005 — a beloved stray dog that she encountered on a beach in the Bahamas. She then founded Citydogs in 2007 — one of the first dog care, grooming, and training service companies in Zürich – alongside the DogRose charity in Romania in 2011 which rescues stray animals and unites them with children.

Noëlle was initiated by her enlightened master H.H. Sai Maa as a Magdalena energy practitioner in 2018 — a rite of passage that burns away ego in order to be of service.



Learn more: http://www.noelle.love/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-noelle-fueter-author-of-the-animal-code]]>https://api.spreaker.com/episode/60767722Mon, 22 Jul 2024 15:53:21 +0000Mike Saunders, MBANoëlle has been a former financial trustee for over 15 years turned trustee of the heart. She helps people to self-connect on a deeper level in order to uplift their relationships with others and step into their path of purpose. She’s a visionary,...
She’s a visionary, energetic healer, philanthropist, small business owner, and animal & nature lover, who believes that global peace can be achieved by practicing to conquer fear with love, unifying our hearts, and taking action from oneness consciousness.

Noëlle became an animal behavior and communication specialist after adopting Dillie in 2005 — a beloved stray dog that she encountered on a beach in the Bahamas. She then founded Citydogs in 2007 — one of the first dog care, grooming, and training service companies in Zürich – alongside the DogRose charity in Romania in 2011 which rescues stray animals and unites them with children.

Noëlle was initiated by her enlightened master H.H. Sai Maa as a Magdalena energy practitioner in 2018 — a rite of passage that burns away ego in order to be of service.



Learn more: http://www.noelle.love/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-noelle-fueter-author-of-the-animal-code]]>1594influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-bradley-hamner-creator-founder-of-blueprintos--60724785
Bradley started his first business in 2009 with no customers, no leads and very little cash but he did have a desire to win and succeed. After being successful early in his career in sales, Bradley believed that his ability to be the Rainmaker for the business would be enough to grow and scale. That however, proved not to be the case.

From 2009 – 2014 after seemingly working around the clock. With young children at home, endless rescheduled appointments and tee-offs, and hitting an invisible barrier to personal and business growth, Bradley knew something had to change.

After a stress-related health scare at the age of 34, this change finally happened. Bradley began to build himself first as a leader, and then he focused on restructuring his business. He learned how to “architect” the business to work for him, not the other way around. This led him to design the ultimate operating system for business owners – BlueprintOS. This framework has empowered business owners to move successfully from rainmaker to architect in their business.



Learn more: https://www.blueprintos.com/assets

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-bradley-hamner-creator-founder-of-blueprintos]]>https://api.spreaker.com/episode/60724785Thu, 18 Jul 2024 01:56:51 +0000Mike Saunders, MBABradley is a Business Growth Coach. certified Value Builder, creator of The Rainmaker to Architect Assessment, and host of the Above The Business Podcast. Each week, he shows other entrepreneurs & business owners how to install the systems,...
Bradley started his first business in 2009 with no customers, no leads and very little cash but he did have a desire to win and succeed. After being successful early in his career in sales, Bradley believed that his ability to be the Rainmaker for the business would be enough to grow and scale. That however, proved not to be the case.

From 2009 – 2014 after seemingly working around the clock. With young children at home, endless rescheduled appointments and tee-offs, and hitting an invisible barrier to personal and business growth, Bradley knew something had to change.

After a stress-related health scare at the age of 34, this change finally happened. Bradley began to build himself first as a leader, and then he focused on restructuring his business. He learned how to “architect” the business to work for him, not the other way around. This led him to design the ultimate operating system for business owners – BlueprintOS. This framework has empowered business owners to move successfully from rainmaker to architect in their business.



Learn more: https://www.blueprintos.com/assets

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-bradley-hamner-creator-founder-of-blueprintos]]>1363influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-jeff-altman-president-of-altman-advisory-group-legacy-planning--60724348
Learn More: http://altmanadvisorygroup.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-jeff-altman-president-of-altman-advisory-group-legacy-planning]]>https://api.spreaker.com/episode/60724348Thu, 18 Jul 2024 01:14:21 +0000Mike Saunders, MBAI have been in the financial services industry for over 50 years. I am a certified financial educator and approved to reach continuing education to CPA’s by the state of Nevada. I reside in Nevada with my wife of 30 years. I have two children and two...
Learn More: http://altmanadvisorygroup.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-jeff-altman-president-of-altman-advisory-group-legacy-planning]]>1301influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-dan-foss-with-foss-financial-services--60707579


Learn more: https://fossfinancialservices.com/



Dan Foss, ChFC, CLU, is a licensed and experienced Chartered Financial Consultant (ChFC) and a Chartered Life Underwriter (CLU). The purpose of this Foss Financial Services podcast is to introduce Dan Foss and share his decades of training, education, and real-world experience to the public for informational purposes only. Dan’s opinions are not intended to be used or construed as specific financial planning or estate planning advice, legal advice or tax advice, for any individual or investor. No products or services shall be promoted on these podcasts. The contents expressed are not sponsored by nor paid for by any product, service, or services provider. Interested parties desiring personalized advisory services for their unique financial planning must schedule a private appointment to confidentially review their financial goals and objectives to best plan options suited to achieve their goals.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-dan-foss-with-foss-financial-services]]>https://api.spreaker.com/episode/60707579Tue, 16 Jul 2024 14:29:16 +0000Mike Saunders, MBADaniel Foss (ChFC, CLU) is the CEO and Founder of Foss Financial Services LLP, a personal and business wealth advisory firm that specializes in estate and retirement planning. Daniel specializes in the structuring of financial strategies to maximize...


Learn more: https://fossfinancialservices.com/



Dan Foss, ChFC, CLU, is a licensed and experienced Chartered Financial Consultant (ChFC) and a Chartered Life Underwriter (CLU). The purpose of this Foss Financial Services podcast is to introduce Dan Foss and share his decades of training, education, and real-world experience to the public for informational purposes only. Dan’s opinions are not intended to be used or construed as specific financial planning or estate planning advice, legal advice or tax advice, for any individual or investor. No products or services shall be promoted on these podcasts. The contents expressed are not sponsored by nor paid for by any product, service, or services provider. Interested parties desiring personalized advisory services for their unique financial planning must schedule a private appointment to confidentially review their financial goals and objectives to best plan options suited to achieve their goals.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-dan-foss-with-foss-financial-services]]>1319influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-jeff-altman-president-of-altman-advisory-group-roth-ira-401k-and-ira-s--60707412
Learn More: http://altmanadvisorygroup.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-jeff-altman-president-of-altman-advisory-group-roth-ira-401k-and-iras]]>https://api.spreaker.com/episode/60707412Tue, 16 Jul 2024 14:22:03 +0000Mike Saunders, MBAI have been in the financial services industry for over 50 years. I am a certified financial educator and approved to reach continuing education to CPA’s by the state of Nevada. I reside in Nevada with my wife of 30 years. I have two children and two...
Learn More: http://altmanadvisorygroup.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-jeff-altman-president-of-altman-advisory-group-roth-ira-401k-and-iras]]>1303influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-jeff-altman-founder-of-altman-advisory-group-accumulation-phase-of-life-vs-distribution--60689213
Learn More: http://altmanadvisorygroup.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-jeff-altman-founder-of-altman-advisory-group-accumulation-phase-of-life-vs-distribution]]>https://api.spreaker.com/episode/60689213Sun, 14 Jul 2024 15:57:39 +0000Mike Saunders, MBAI have been in the financial services industry for over 50 years. I am a certified financial educator and approved to reach continuing education to CPAs by the state of Nevada. I reside in Nevada with my wife of 30 years. I have two children and two...
Learn More: http://altmanadvisorygroup.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-jeff-altman-founder-of-altman-advisory-group-accumulation-phase-of-life-vs-distribution]]>1272influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-lee-knoll-managing-partner-of-knoll-company-next-generation-cpa-firm-discussing-business-structure--60679002
Learn More: https://www.knollcpa.com/

License#16945

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-lee-knoll-managing-partner-of-knoll-company-next-generation-cpa-firm-discussing-business-structure]]>https://api.spreaker.com/episode/60679002Fri, 12 Jul 2024 22:20:36 +0000Mike Saunders, MBAAn experienced CPA, Lee has worked in the accounting profession for over 30 years advising clients in small businesses, estates, trusts as well as being an Advanced QuickBooks Certified ProAdvisor, QuickBooks Online Certified, and Bill.com guru. He...
Learn More: https://www.knollcpa.com/

License#16945

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-lee-knoll-managing-partner-of-knoll-company-next-generation-cpa-firm-discussing-business-structure]]>1112influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-anthony-milewski-founder-of-the-oregon-group--60676223
Anthony realized early on that a truly rewarding career needed to include following his passions. But how to do this? As a Fulbright scholar, he spent time in the former Soviet Union and saw firsthand the changes brought about by the privatization of vast swaths of the regional economies. He also noted the great potential in building companies on the back of these changes and, for a time, was employed by Renaissance Capital in Moscow, Russia, working with entrepreneurs and natural resource companies. Upon graduating from the University of Washington, with a MA in international studies and a JD in law, he took a job at New York-based Skadden, Arps where he became immersed in commodity transactions. Anthony would later transition from Skadden to Firebird Management in New York where he worked in the Global Macro funds.

Anthony’s time at Firebird had a profound impact on his investment style. He realized that you can “get a call right” but the “timing wrong”. Investing, as much as anything, is about understanding the themes and ideas that shape our world, environment, and capital markets. It was this realization that helped to shape his views on identifying themes, thinking about liquidity, and ultimately making successful investment decisions. No one ever lost money selling for a gain! After leaving Firebird he went on to work with other major funds as a C-level executive specializing in global origination and investment processes. This time cemented his views on risk mitigation and liquidity.

After years in the asset management business, Anthony realized it was time to strike out on his own. Along with his business partner, Justin Cochrane, he founded and took public several companies. To date, he has helped raise over a billion dollars for listed companies on various exchanges around the globe. In a sense, this was Act Two of his career.

All told, Anthony has served as a founder, advisor, director, executive, and investor. He now pursues investment ideas that make money and make the world a better place. That might mean investing in nickel as the key ingredient in batteries, carbon as a way of saving forests, copper for the electrification of things, artificial intelligence to help reduce the impact of farming on our environment — the list goes on.

Learn more: https://www.anthonymilewski.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-anthony-milewski-founder-of-the-oregon-group]]>https://api.spreaker.com/episode/60676223Fri, 12 Jul 2024 17:50:38 +0000Mike Saunders, MBAAnthony Milewski has two passions: the outdoors and investing. At any moment you might find him skiing in France, fly fishing in Alaska, white water rafting in Oregon, or wide awake in the middle of the night analyzing news releases and financial...
Anthony realized early on that a truly rewarding career needed to include following his passions. But how to do this? As a Fulbright scholar, he spent time in the former Soviet Union and saw firsthand the changes brought about by the privatization of vast swaths of the regional economies. He also noted the great potential in building companies on the back of these changes and, for a time, was employed by Renaissance Capital in Moscow, Russia, working with entrepreneurs and natural resource companies. Upon graduating from the University of Washington, with a MA in international studies and a JD in law, he took a job at New York-based Skadden, Arps where he became immersed in commodity transactions. Anthony would later transition from Skadden to Firebird Management in New York where he worked in the Global Macro funds.

Anthony’s time at Firebird had a profound impact on his investment style. He realized that you can “get a call right” but the “timing wrong”. Investing, as much as anything, is about understanding the themes and ideas that shape our world, environment, and capital markets. It was this realization that helped to shape his views on identifying themes, thinking about liquidity, and ultimately making successful investment decisions. No one ever lost money selling for a gain! After leaving Firebird he went on to work with other major funds as a C-level executive specializing in global origination and investment processes. This time cemented his views on risk mitigation and liquidity.

After years in the asset management business, Anthony realized it was time to strike out on his own. Along with his business partner, Justin Cochrane, he founded and took public several companies. To date, he has helped raise over a billion dollars for listed companies on various exchanges around the globe. In a sense, this was Act Two of his career.

All told, Anthony has served as a founder, advisor, director, executive, and investor. He now pursues investment ideas that make money and make the world a better place. That might mean investing in nickel as the key ingredient in batteries, carbon as a way of saving forests, copper for the electrification of things, artificial intelligence to help reduce the impact of farming on our environment — the list goes on.

Learn more: https://www.anthonymilewski.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-anthony-milewski-founder-of-the-oregon-group]]>1235influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-lee-knoll-managing-partner-of-knoll-company-next-generation-cpa-firm-discussing-simplifying-tax-and-accounting--60663631
Learn More: https://www.knollcpa.com/

License#16945

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-lee-knoll-managing-partner-of-knoll-company-next-generation-cpa-firm-discussing-simplifying-tax-and-accounting]]>https://api.spreaker.com/episode/60663631Thu, 11 Jul 2024 13:44:22 +0000Mike Saunders, MBAAn experienced CPA, Lee has worked in the accounting profession for over 30 years advising clients in small businesses, estates, and trusts and being an Advanced QuickBooks Certified ProAdvisor, QuickBooks Online Certified, and Bill.com guru. He has...
Learn More: https://www.knollcpa.com/

License#16945

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-lee-knoll-managing-partner-of-knoll-company-next-generation-cpa-firm-discussing-simplifying-tax-and-accounting]]>1384influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-lee-knoll-managing-partner-of-knoll-company-next-generation-cpa-firm-discussing-bookkeeping-strategy--60609454


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

License#16945



Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-lee-knoll-managing-partner-of-knoll-company-next-generation-cpa-firm-discussing-bookkeeping-strategy]]>https://api.spreaker.com/episode/60609454Fri, 05 Jul 2024 13:45:40 +0000Mike Saunders, MBAAn experienced CPA, Lee has worked in the accounting profession for over 30 years advising clients in small businesses, estates, and trusts as well as being an Advanced QuickBooks Certified ProAdvisor, QuickBooks Online Certified, and Bill.com guru....


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

License#16945



Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-lee-knoll-managing-partner-of-knoll-company-next-generation-cpa-firm-discussing-bookkeeping-strategy]]>943influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-pasquale-sacchetta-president-of-cfig-wealth-management-discussing-tax-risk--60589585
Mr. Sacchetta is a member of the Estate Planning Council of Lower Fairfield County and the National Association of Estate Planners & Councils (NAEPC). He is a qualifying member of the Million Dollar Round Table, the Premier Association of Financial Professionals®.

Mr. Sacchetta was born and raised in Connecticut. He graduated magna cum laude from Connecticut State University in New Britain, received his MBA from Fordham University in New York City, and his Chartered Life Underwriter (CLU) designation from the American College in Bryn Mawr, Pennsylvania. He is a life member of the U.S. Tennis Association and a member of the U.S. Golf Association. He is fluent in Italian.

Mr. Sacchetta was recently named in the newly released editions and has been named in multiple previous editions, of the Marquis Who’s Who in Finance and Business, the Marquis Who’s Who in the East, the Marquis Who’s Who in America and in the Marquis Who’s Who in the World. He has earned numerous industry awards and distinctions. He has been quoted in local and national media.

Learn More: https://www.cfig-wealth.com/

Investment advisory services are offered through Continental Five Investment Group, LLC, a Registered Investment Adviser, 1555 Post Road East, Suite 206, Westport, Connecticut 06880.


Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-pasquale-sacchetta-president-of-cfig-wealth-management-discussing-tax-risk]]>https://api.spreaker.com/episode/60589585Wed, 03 Jul 2024 14:25:33 +0000Mike Saunders, MBAMr. Sacchetta is the president of Westport-based CFIG Wealth Management, LLC. He is president and an investment adviser representative of Continental Five Investment Group, LLC. He is a CERTIFIED FINANCIAL PLANNER® practitioner, an Accredited Estate...
Mr. Sacchetta is a member of the Estate Planning Council of Lower Fairfield County and the National Association of Estate Planners & Councils (NAEPC). He is a qualifying member of the Million Dollar Round Table, the Premier Association of Financial Professionals®.

Mr. Sacchetta was born and raised in Connecticut. He graduated magna cum laude from Connecticut State University in New Britain, received his MBA from Fordham University in New York City, and his Chartered Life Underwriter (CLU) designation from the American College in Bryn Mawr, Pennsylvania. He is a life member of the U.S. Tennis Association and a member of the U.S. Golf Association. He is fluent in Italian.

Mr. Sacchetta was recently named in the newly released editions and has been named in multiple previous editions, of the Marquis Who’s Who in Finance and Business, the Marquis Who’s Who in the East, the Marquis Who’s Who in America and in the Marquis Who’s Who in the World. He has earned numerous industry awards and distinctions. He has been quoted in local and national media.

Learn More: https://www.cfig-wealth.com/

Investment advisory services are offered through Continental Five Investment Group, LLC, a Registered Investment Adviser, 1555 Post Road East, Suite 206, Westport, Connecticut 06880.


Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-pasquale-sacchetta-president-of-cfig-wealth-management-discussing-tax-risk]]>1257influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-pasquale-sacchetta-president-of-cfig-wealth-management-discussing-interest-rate-inflation-risk--60571534
Mr. Sacchetta is a member of the Estate Planning Council of Lower Fairfield County and the National Association of Estate Planners & Councils (NAEPC). He is a qualifying member of the Million Dollar Round Table, the Premier Association of Financial Professionals®.

Mr. Sacchetta was born and raised in Connecticut. He graduated magna cum laude from Connecticut State University in New Britain, received his MBA from Fordham University in New York City, and his Chartered Life Underwriter (CLU) designation from the American College in Bryn Mawr, Pennsylvania. He is a life member of the U.S. Tennis Association and a member of the U.S. Golf Association. He is fluent in Italian.

Mr. Sacchetta was recently named in the newly released editions and has been named in multiple previous editions, of the Marquis Who’s Who in Finance and Business, the Marquis Who’s Who in the East, the Marquis Who’s Who in America and in the Marquis Who’s Who in the World. He has earned numerous industry awards and distinctions. He has been quoted in local and national media.



Learn More: https://www.cfig-wealth.com/

Investment advisory services are offered through Continental Five Investment Group, LLC, a Registered Investment Adviser, 1555 Post Road East, Suite 206, Westport, Connecticut 06880.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-pasquale-sacchetta-president-of-cfig-wealth-management-discussing-interest-rate-inflation-risk]]>https://api.spreaker.com/episode/60571534Mon, 01 Jul 2024 20:17:46 +0000Mike Saunders, MBAMr. Sacchetta is president of Westport based CFIG Wealth Management, LLC. He is president and an investment adviser representative of Continental Five Investment Group, LLC. He is a CERTIFIED FINANCIAL PLANNER® practitioner, an Accredited Estate...
Mr. Sacchetta is a member of the Estate Planning Council of Lower Fairfield County and the National Association of Estate Planners & Councils (NAEPC). He is a qualifying member of the Million Dollar Round Table, the Premier Association of Financial Professionals®.

Mr. Sacchetta was born and raised in Connecticut. He graduated magna cum laude from Connecticut State University in New Britain, received his MBA from Fordham University in New York City, and his Chartered Life Underwriter (CLU) designation from the American College in Bryn Mawr, Pennsylvania. He is a life member of the U.S. Tennis Association and a member of the U.S. Golf Association. He is fluent in Italian.

Mr. Sacchetta was recently named in the newly released editions and has been named in multiple previous editions, of the Marquis Who’s Who in Finance and Business, the Marquis Who’s Who in the East, the Marquis Who’s Who in America and in the Marquis Who’s Who in the World. He has earned numerous industry awards and distinctions. He has been quoted in local and national media.



Learn More: https://www.cfig-wealth.com/

Investment advisory services are offered through Continental Five Investment Group, LLC, a Registered Investment Adviser, 1555 Post Road East, Suite 206, Westport, Connecticut 06880.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-pasquale-sacchetta-president-of-cfig-wealth-management-discussing-interest-rate-inflation-risk]]>838influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-pasquale-sacchetta-president-of-cfig-wealth-management-discussing-market-risk--60540396
Mr. Sacchetta is a member of the Estate Planning Council of Lower Fairfield County and the National Association of Estate Planners & Councils (NAEPC). He is a qualifying member of the Million Dollar Round Table, the Premier Association of Financial Professionals®.

Mr. Sacchetta was born and raised in Connecticut. He graduated magna cum laude from Connecticut State University in New Britain, received his MBA from Fordham University in New York City, and his Chartered Life Underwriter (CLU) designation from the American College in Bryn Mawr, Pennsylvania. He is a life member of the U.S. Tennis Association and a member of the U.S. Golf Association. He is fluent in Italian.

Mr. Sacchetta was recently named in the newly released editions and has been named in multiple previous editions, of the Marquis Who’s Who in Finance and Business, the Marquis Who’s Who in the East, the Marquis Who’s Who in America and in the Marquis Who’s Who in the World. He has earned numerous industry awards and distinctions. He has been quoted in local and national media.

Learn More: https://www.cfig-wealth.com/

Investment advisory services are offered through Continental Five Investment Group, LLC, a Registered Investment Adviser, 1555 Post Road East, Suite 206, Westport, Connecticut 06880.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-pasquale-sacchetta-president-of-cfig-wealth-management-discussing-market-risk]]>https://api.spreaker.com/episode/60540396Fri, 28 Jun 2024 16:16:17 +0000Mike Saunders, MBAMr. Sacchetta is president of Westport based CFIG Wealth Management, LLC. He is president and an investment adviser representative of Continental Five Investment Group, LLC. He is a CERTIFIED FINANCIAL PLANNER® practitioner, an Accredited Estate...
Mr. Sacchetta is a member of the Estate Planning Council of Lower Fairfield County and the National Association of Estate Planners & Councils (NAEPC). He is a qualifying member of the Million Dollar Round Table, the Premier Association of Financial Professionals®.

Mr. Sacchetta was born and raised in Connecticut. He graduated magna cum laude from Connecticut State University in New Britain, received his MBA from Fordham University in New York City, and his Chartered Life Underwriter (CLU) designation from the American College in Bryn Mawr, Pennsylvania. He is a life member of the U.S. Tennis Association and a member of the U.S. Golf Association. He is fluent in Italian.

Mr. Sacchetta was recently named in the newly released editions and has been named in multiple previous editions, of the Marquis Who’s Who in Finance and Business, the Marquis Who’s Who in the East, the Marquis Who’s Who in America and in the Marquis Who’s Who in the World. He has earned numerous industry awards and distinctions. He has been quoted in local and national media.

Learn More: https://www.cfig-wealth.com/

Investment advisory services are offered through Continental Five Investment Group, LLC, a Registered Investment Adviser, 1555 Post Road East, Suite 206, Westport, Connecticut 06880.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-pasquale-sacchetta-president-of-cfig-wealth-management-discussing-market-risk]]>1284influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-tyrone-clark-president-and-founder-of-brokers-choice-of-america-discussing-annuity-hero--60531120
Tyrone has been on the advisory board of numerous insurance companies. He’s designed several insurance products, written many articles, and written and co-authored multiple books. Tyrone has appeared in numerous media sources.

Tyrone’s heart and passion are part of the journey of the insurance agent because, as an agent, Tyrone rose through the ranks from being a successful salesperson to management to being a National FMO and company founder. His FMO is one of the oldest FMOs in the nation.

For over 33 years as an FMO, Brokers Choice of America has been a nationally recognized leader in Annuity sales and ranked as a number one sales achiever for numerous insurance carriers.

Tyrone has also assisted other FMOs in getting started and has been active with many Industry Trade groups. Tyrone has been called the agent’s agent, having trained more than 8,000 agents and conducted over 2,000 consumer seminars and workshops in 49 states.

If you’re a licensed financial advisor, you’ve received or read the five national magazines that Tyrone is a co-founder of, and they have been a game changer in the industry. Undoubtedly, Tyrone has been an influencer, a disruptor, and a game-changer in the industry.

Tyrone has also been a serial entrepreneur for numerous start-up companies outside the insurance industry. He has been a proud supporter of the Community and Chamber of Commerce. His most important gift is his faith, which he says overshadows anything he has accomplished.



Learn More: https://brokerschoice.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-tyrone-clark-president-and-founder-of-brokers-choice-of-america-discussing-annuity-hero]]>https://api.spreaker.com/episode/60531120Thu, 27 Jun 2024 19:28:46 +0000Mike Saunders, MBATyrone Clark is a national speaker, an educator, a mentor, a teacher, a financial advisor, a sales and marketing consultant, an author, and a serial entrepreneur. Tyrone has had an amazing career that has touched thousands of lives. Tyrone has been...
Tyrone has been on the advisory board of numerous insurance companies. He’s designed several insurance products, written many articles, and written and co-authored multiple books. Tyrone has appeared in numerous media sources.

Tyrone’s heart and passion are part of the journey of the insurance agent because, as an agent, Tyrone rose through the ranks from being a successful salesperson to management to being a National FMO and company founder. His FMO is one of the oldest FMOs in the nation.

For over 33 years as an FMO, Brokers Choice of America has been a nationally recognized leader in Annuity sales and ranked as a number one sales achiever for numerous insurance carriers.

Tyrone has also assisted other FMOs in getting started and has been active with many Industry Trade groups. Tyrone has been called the agent’s agent, having trained more than 8,000 agents and conducted over 2,000 consumer seminars and workshops in 49 states.

If you’re a licensed financial advisor, you’ve received or read the five national magazines that Tyrone is a co-founder of, and they have been a game changer in the industry. Undoubtedly, Tyrone has been an influencer, a disruptor, and a game-changer in the industry.

Tyrone has also been a serial entrepreneur for numerous start-up companies outside the insurance industry. He has been a proud supporter of the Community and Chamber of Commerce. His most important gift is his faith, which he says overshadows anything he has accomplished.



Learn More: https://brokerschoice.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-tyrone-clark-president-and-founder-of-brokers-choice-of-america-discussing-annuity-hero]]>1254influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-joyce-palmer-founder-and-president-of-jp-financial-group-discussing-401k-tips-and-strategies--60530937
With over two decades of experience, Joyce understands the unique financial challenges and opportunities that women face. Her own life experiences have shaped her perspective, as she recognizes the impact of gender on financial decisions. Joyce firmly believes that women have distinct needs, considering their longer life expectancy and the likelihood of living alone as widows or divorcees. She is passionate about providing tailored financial solutions that address these specific concerns.

What sets Joyce apart is her genuine dedication to her clients. She actively listens to their needs, concerns, goals, and objectives, ensuring that their voices are heard and understood. Joyce takes pride in building strong personal connections with her clients, offering a level of empathy and relatability that fosters trust and confidence.

Joyce’s commitment to continuous learning and professional development is evident in her impressive credentials. She holds a BA in Business from Virginia State University and has completed extensive studies and certifications in income planning strategies, social security benefits, estate planning strategies, and long-term care health insurance. This diverse knowledge base allows her to provide comprehensive and well-rounded financial guidance.

Beyond her work, Joyce is actively involved in giving back to her community. She serves on the board of directors for The Charlotte Post Foundation and Faith in Action Community and Education Transition Services (F.A.C.E.T), a nonprofit organization that supports women and children transitioning from homelessness towards independence. Joyce’s passion for empowering women extends beyond the realm of finance, making a positive impact in the lives of those she serves.

If you’re ready to take control of your financial future and work with a financial professional who understands your unique needs, Joyce Palmer is the trusted advisor you can rely on. Contact JP Financial Group LLC today and embark on a journey towards financial success and empowerment.

Learn More: https://jpfinancialgroupllc.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-joyce-palmer-founder-and-president-of-jp-financial-group-discussing-401k-tips-and-strategies]]>https://api.spreaker.com/episode/60530937Thu, 27 Jun 2024 19:14:41 +0000Mike Saunders, MBAJoyce Palmer, the managing partner of JP Financial Group LLC, is a force to be reckoned with in the world of finance. With a dedicated focus on serving women, Joyce is committed to creating financial legacies and empowering women to take control of...
With over two decades of experience, Joyce understands the unique financial challenges and opportunities that women face. Her own life experiences have shaped her perspective, as she recognizes the impact of gender on financial decisions. Joyce firmly believes that women have distinct needs, considering their longer life expectancy and the likelihood of living alone as widows or divorcees. She is passionate about providing tailored financial solutions that address these specific concerns.

What sets Joyce apart is her genuine dedication to her clients. She actively listens to their needs, concerns, goals, and objectives, ensuring that their voices are heard and understood. Joyce takes pride in building strong personal connections with her clients, offering a level of empathy and relatability that fosters trust and confidence.

Joyce’s commitment to continuous learning and professional development is evident in her impressive credentials. She holds a BA in Business from Virginia State University and has completed extensive studies and certifications in income planning strategies, social security benefits, estate planning strategies, and long-term care health insurance. This diverse knowledge base allows her to provide comprehensive and well-rounded financial guidance.

Beyond her work, Joyce is actively involved in giving back to her community. She serves on the board of directors for The Charlotte Post Foundation and Faith in Action Community and Education Transition Services (F.A.C.E.T), a nonprofit organization that supports women and children transitioning from homelessness towards independence. Joyce’s passion for empowering women extends beyond the realm of finance, making a positive impact in the lives of those she serves.

If you’re ready to take control of your financial future and work with a financial professional who understands your unique needs, Joyce Palmer is the trusted advisor you can rely on. Contact JP Financial Group LLC today and embark on a journey towards financial success and empowerment.

Learn More: https://jpfinancialgroupllc.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-joyce-palmer-founder-and-president-of-jp-financial-group-discussing-401k-tips-and-strategies]]>1002influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-joyce-palmer-founder-and-president-of-jp-financial-group-discussing-concerns-for-women-in-the-medical-profession--60503971
With over two decades of experience, Joyce understands the unique financial challenges and opportunities that women face. Her own life experiences have shaped her perspective, as she recognizes the impact of gender on financial decisions. Joyce firmly believes that women have distinct needs, considering their longer life expectancy and the likelihood of living alone as widows or divorcees. She is passionate about providing tailored financial solutions that address these specific concerns.

What sets Joyce apart is her genuine dedication to her clients. She actively listens to their needs, concerns, goals, and objectives, ensuring that their voices are heard and understood. Joyce takes pride in building strong personal connections with her clients, offering a level of empathy and relatability that fosters trust and confidence.

Joyce’s commitment to continuous learning and professional development is evident in her impressive credentials. She holds a BA in Business from Virginia State University and has completed extensive studies and certifications in income planning strategies, social security benefits, estate planning strategies, and long-term care health insurance. This diverse knowledge base allows her to provide comprehensive and well-rounded financial guidance.

Beyond her work, Joyce is actively involved in giving back to her community. She serves on the board of directors for The Charlotte Post Foundation and Faith in Action Community and Education Transition Services (F.A.C.E.T), a nonprofit organization that supports women and children transitioning from homelessness towards independence. Joyce’s passion for empowering women extends beyond the realm of finance, making a positive impact in the lives of those she serves.

If you’re ready to take control of your financial future and work with a financial professional who understands your unique needs, Joyce Palmer is the trusted advisor you can rely on. Contact JP Financial Group LLC today and embark on a journey towards financial success and empowerment.

Learn More: https://jpfinancialgroupllc.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-joyce-palmer-founder-and-president-of-jp-financial-group-discussing-concerns-for-women-in-the-medical-profession]]>https://api.spreaker.com/episode/60503971Tue, 25 Jun 2024 14:52:42 +0000Mike Saunders, MBAJoyce Palmer, the managing partner of JP Financial Group LLC, is a force to be reckoned with in the world of finance. With a dedicated focus on serving women, Joyce is committed to creating financial legacies and empowering women to take control of...
With over two decades of experience, Joyce understands the unique financial challenges and opportunities that women face. Her own life experiences have shaped her perspective, as she recognizes the impact of gender on financial decisions. Joyce firmly believes that women have distinct needs, considering their longer life expectancy and the likelihood of living alone as widows or divorcees. She is passionate about providing tailored financial solutions that address these specific concerns.

What sets Joyce apart is her genuine dedication to her clients. She actively listens to their needs, concerns, goals, and objectives, ensuring that their voices are heard and understood. Joyce takes pride in building strong personal connections with her clients, offering a level of empathy and relatability that fosters trust and confidence.

Joyce’s commitment to continuous learning and professional development is evident in her impressive credentials. She holds a BA in Business from Virginia State University and has completed extensive studies and certifications in income planning strategies, social security benefits, estate planning strategies, and long-term care health insurance. This diverse knowledge base allows her to provide comprehensive and well-rounded financial guidance.

Beyond her work, Joyce is actively involved in giving back to her community. She serves on the board of directors for The Charlotte Post Foundation and Faith in Action Community and Education Transition Services (F.A.C.E.T), a nonprofit organization that supports women and children transitioning from homelessness towards independence. Joyce’s passion for empowering women extends beyond the realm of finance, making a positive impact in the lives of those she serves.

If you’re ready to take control of your financial future and work with a financial professional who understands your unique needs, Joyce Palmer is the trusted advisor you can rely on. Contact JP Financial Group LLC today and embark on a journey towards financial success and empowerment.

Learn More: https://jpfinancialgroupllc.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-joyce-palmer-founder-and-president-of-jp-financial-group-discussing-concerns-for-women-in-the-medical-profession]]>1033influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-tyrone-clark-president-and-founder-of-brokers-choice-of-america-discussing-bca-special-programs--60464436
Tyrone has had an amazing career that has touched thousands of lives.
Tyrone has been on the advisory board of numerous insurance companies. He’s designed several insurance products, written many articles, and written and co-authored multiple books.

Tyrone has appeared in numerous media sources. Tyrone’s heart and passion are part of the journey of the insurance agent because, as an agent, Tyrone rose through the ranks from being a successful salesperson to management to being a National FMO and company founder. His FMO is one of the oldest FMOs in the nation.

For over 33 years as an FMO, Brokers Choice of America has been a nationally recognized leader in Annuity sales and ranked as a number one sales achiever for numerous insurance carriers.

Tyrone has also assisted other FMOs in getting started and has been active with many Industry Trade groups. Tyrone has been called the agent’s agent, having trained more than 8,000 agents and conducted over 2,000 consumer seminars and workshops in 49 states.

If you’re a licensed financial advisor, you’ve received or read the five national magazines that Tyrone is a co-founder of, and they have been a game changer in the industry. Undoubtedly, Tyrone has been an influencer, a disruptor, and a game-changer in the industry.

Tyrone has also been a serial entrepreneur for numerous start-up companies outside the insurance industry. He has been a proud supporter of the Community and Chamber of Commerce. His most important gift is his faith, which he says overshadows anything he has accomplished.

Learn More: https://brokerschoice.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-tyrone-clark-president-and-founder-of-brokers-choice-of-america-discussing-bca-special-programs]]>https://api.spreaker.com/episode/60464436Fri, 21 Jun 2024 18:15:53 +0000Mike Saunders, MBATyrone Clark is a national speaker, an educator, a mentor, a teacher, a financial advisor, a sales and marketing consultant, an author, and a serial entrepreneur. Tyrone has had an amazing career that has touched thousands of lives. Tyrone has been...
Tyrone has had an amazing career that has touched thousands of lives.
Tyrone has been on the advisory board of numerous insurance companies. He’s designed several insurance products, written many articles, and written and co-authored multiple books.

Tyrone has appeared in numerous media sources. Tyrone’s heart and passion are part of the journey of the insurance agent because, as an agent, Tyrone rose through the ranks from being a successful salesperson to management to being a National FMO and company founder. His FMO is one of the oldest FMOs in the nation.

For over 33 years as an FMO, Brokers Choice of America has been a nationally recognized leader in Annuity sales and ranked as a number one sales achiever for numerous insurance carriers.

Tyrone has also assisted other FMOs in getting started and has been active with many Industry Trade groups. Tyrone has been called the agent’s agent, having trained more than 8,000 agents and conducted over 2,000 consumer seminars and workshops in 49 states.

If you’re a licensed financial advisor, you’ve received or read the five national magazines that Tyrone is a co-founder of, and they have been a game changer in the industry. Undoubtedly, Tyrone has been an influencer, a disruptor, and a game-changer in the industry.

Tyrone has also been a serial entrepreneur for numerous start-up companies outside the insurance industry. He has been a proud supporter of the Community and Chamber of Commerce. His most important gift is his faith, which he says overshadows anything he has accomplished.

Learn More: https://brokerschoice.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-tyrone-clark-president-and-founder-of-brokers-choice-of-america-discussing-bca-special-programs]]>1305influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-kevin-coffey-christina-keller-with-a-brighter-future-discussing-the-devastating-financial-consequences-of-foreclosure--60464372
But they also know the pain of uncertainty and loss. Kevin’s family faced the heartbreaking reality of foreclosure when he was younger. He watched as their home, filled with love and laughter, slipped away. Looking back, he wishes his family had been thrown a lifeline that offered choices. They’re not just another option; we’re a lifeline, a bridge to a brighter future by offering you choices. Choices like:

Learn More: http://www.abrighter-future.com

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-kevin-coffey-christina-keller-with-a-brighter-future-discussing-the-devastating-financial-consequences-of-foreclosure]]>https://api.spreaker.com/episode/60464372Fri, 21 Jun 2024 18:04:12 +0000Mike Saunders, MBAKevin and Christina, a couple of Colorado folks who know what it’s like when things get tough. Kevin grew up in North Denver, and Christina in Thornton. Life can throw some real curveballs, especially when it comes to keeping a roof over your head....
But they also know the pain of uncertainty and loss. Kevin’s family faced the heartbreaking reality of foreclosure when he was younger. He watched as their home, filled with love and laughter, slipped away. Looking back, he wishes his family had been thrown a lifeline that offered choices. They’re not just another option; we’re a lifeline, a bridge to a brighter future by offering you choices. Choices like:

Learn More: http://www.abrighter-future.com

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-kevin-coffey-christina-keller-with-a-brighter-future-discussing-the-devastating-financial-consequences-of-foreclosure]]>1191influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-kevin-coffey-christina-keller-with-a-brighter-future-discussing-the-devastating-emotional-consequences-of-foreclosure--60442532
But they also know the pain of uncertainty and loss. Kevin’s family faced the heartbreaking reality of foreclosure when he was younger. He watched as their home, filled with love and laughter, slipped away. Looking back, he wishes his family had been thrown a lifeline that offered choices. They’re not just another option; we’re a lifeline, a bridge to a brighter future by offering you choices. Choices like:

Learn More: http://www.abrighter-future.com

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-kevin-coffey-christina-keller-with-a-brighter-future-discussing-the-devastating-emotional-consequences-of-foreclosure]]>https://api.spreaker.com/episode/60442532Wed, 19 Jun 2024 22:21:16 +0000Mike Saunders, MBAKevin and Christina, a couple of Colorado folks who know what it’s like when things get tough. Kevin grew up in North Denver, and Christina in Thornton. Life can throw some real curveballs, especially when it comes to keeping a roof over your head....
But they also know the pain of uncertainty and loss. Kevin’s family faced the heartbreaking reality of foreclosure when he was younger. He watched as their home, filled with love and laughter, slipped away. Looking back, he wishes his family had been thrown a lifeline that offered choices. They’re not just another option; we’re a lifeline, a bridge to a brighter future by offering you choices. Choices like:

Learn More: http://www.abrighter-future.com

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-kevin-coffey-christina-keller-with-a-brighter-future-discussing-the-devastating-emotional-consequences-of-foreclosure]]>953influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-robin-hesselgesser-speaker-coach-author-founder-of-steel-whispers--60400930
Learn More: https://www.steelwhispers.com

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-robin-hesselgesser-speaker-coach-author-founder-of-steel-whispers]]>https://api.spreaker.com/episode/60400930Sun, 16 Jun 2024 11:06:58 +0000Mike Saunders, MBAAs an artist, author, and consultant, her purpose is to inspire and empower. Robin’s passion is to reach beyond what is expected because of someone else’s definition of who she should be or what she can do and help others do the same. Learn More:...
Learn More: https://www.steelwhispers.com

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-robin-hesselgesser-speaker-coach-author-founder-of-steel-whispers]]>1292influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-kevin-coffey-christina-keller-with-a-brighter-future-discussing-understanding-the-foreclosure-process--60379488
But they also know the pain of uncertainty and loss. Kevin’s family faced the heartbreaking reality of foreclosure when he was younger. He watched as their home, filled with love and laughter, slipped away. Looking back, he wishes his family had been thrown a lifeline that offered choices. They’re not just another option; we’re a lifeline, a bridge to a brighter future by offering you choices. Choices like:

Learn More: http://www.abrighter-future.com

Be advised that A Brighter Future LLC. provides general information and resources for informational purposes only. We are not providing legal advice or investment advice, and nothing on our platform or in our communications should be construed as such. Our materials, including but not limited to articles, guides, and responses to inquiries, are not a substitute for professional legal or investment advice from qualified professionals licensed in your jurisdiction. If you require legal advice, investment advice, or representation, we strongly recommend consulting with licensed professionals who can provide tailored advice based on your specific circumstances. While we strive to ensure the accuracy of the information provided, laws, regulations, and market conditions vary and may change over time. Therefore, we cannot guarantee the completeness or accuracy of the information presented.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-kevin-coffey-christina-keller-with-a-brighter-future-discussing-understanding-the-foreclosure-process]]>https://api.spreaker.com/episode/60379488Thu, 13 Jun 2024 23:56:45 +0000Mike Saunders, MBAKevin and Christina, a couple of Colorado folks who know what it’s like when things get tough. Kevin grew up in North Denver, and Christina in Thornton. Life can throw some real curveballs, especially when it comes to keeping a roof over your head....
But they also know the pain of uncertainty and loss. Kevin’s family faced the heartbreaking reality of foreclosure when he was younger. He watched as their home, filled with love and laughter, slipped away. Looking back, he wishes his family had been thrown a lifeline that offered choices. They’re not just another option; we’re a lifeline, a bridge to a brighter future by offering you choices. Choices like:

Learn More: http://www.abrighter-future.com

Be advised that A Brighter Future LLC. provides general information and resources for informational purposes only. We are not providing legal advice or investment advice, and nothing on our platform or in our communications should be construed as such. Our materials, including but not limited to articles, guides, and responses to inquiries, are not a substitute for professional legal or investment advice from qualified professionals licensed in your jurisdiction. If you require legal advice, investment advice, or representation, we strongly recommend consulting with licensed professionals who can provide tailored advice based on your specific circumstances. While we strive to ensure the accuracy of the information provided, laws, regulations, and market conditions vary and may change over time. Therefore, we cannot guarantee the completeness or accuracy of the information presented.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-kevin-coffey-christina-keller-with-a-brighter-future-discussing-understanding-the-foreclosure-process]]>1076influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-tyrone-clark-president-and-founder-of-brokers-choice-of-america--60366324
Tyrone has been on the advisory board of numerous insurance companies. He’s designed several insurance products, written many articles, and written and co-authored multiple books. Tyrone has appeared in numerous media sources. Tyrone’s heart and passion are part of the journey of the insurance agent because, as an agent, Tyrone rose through the ranks from being a successful salesperson to management to being a National FMO and company founder. His FMO is one of the oldest FMOs in the nation.

For over 33 years as an FMO, Brokers Choice of America has been a nationally recognized leader in Annuity sales and ranked as a number one sales achiever for numerous insurance carriers.

Tyrone has also assisted other FMOs in getting started and has been active with many Industry Trade groups. Tyrone has been called the agent’s agent, having trained more than 8,000 agents and conducted over 2,000 consumer seminars and workshops in 49 states.

If you’re a licensed financial advisor, you’ve received or read the five national magazines that Tyrone is a co-founder of, and they have been a game changer in the industry. Undoubtedly, Tyrone has been an influencer, a disruptor, and a game-changer in the industry.

Tyrone has also been a serial entrepreneur for numerous start-up companies outside the insurance industry. He has been a proud supporter of the Community and Chamber of Commerce. His most important gift is his faith, which he says overshadows anything he has accomplished.

Learn More: https://brokerschoice.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-tyrone-clark-president-and-founder-of-brokers-choice-of-america]]>https://api.spreaker.com/episode/60366324Wed, 12 Jun 2024 20:58:08 +0000Mike Saunders, MBATyrone Clark is a national speaker, an educator, a mentor, a teacher, a financial advisor, a sales and marketing consultant, an author, and a serial entrepreneur. Tyrone has had an amazing career that has touched thousands of lives. Tyrone has been...
Tyrone has been on the advisory board of numerous insurance companies. He’s designed several insurance products, written many articles, and written and co-authored multiple books. Tyrone has appeared in numerous media sources. Tyrone’s heart and passion are part of the journey of the insurance agent because, as an agent, Tyrone rose through the ranks from being a successful salesperson to management to being a National FMO and company founder. His FMO is one of the oldest FMOs in the nation.

For over 33 years as an FMO, Brokers Choice of America has been a nationally recognized leader in Annuity sales and ranked as a number one sales achiever for numerous insurance carriers.

Tyrone has also assisted other FMOs in getting started and has been active with many Industry Trade groups. Tyrone has been called the agent’s agent, having trained more than 8,000 agents and conducted over 2,000 consumer seminars and workshops in 49 states.

If you’re a licensed financial advisor, you’ve received or read the five national magazines that Tyrone is a co-founder of, and they have been a game changer in the industry. Undoubtedly, Tyrone has been an influencer, a disruptor, and a game-changer in the industry.

Tyrone has also been a serial entrepreneur for numerous start-up companies outside the insurance industry. He has been a proud supporter of the Community and Chamber of Commerce. His most important gift is his faith, which he says overshadows anything he has accomplished.

Learn More: https://brokerschoice.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-tyrone-clark-president-and-founder-of-brokers-choice-of-america]]>1402influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-cameron-bryant-founder-of-found-revenue-solutions-senior-retirement-specialist-at-federal-employees-services-association--60365966
Learn More:
https://www.linkedin.com/in/cameron-bryant-48b51014/

Please be advised that any information provided in this correspondence shall not be construed by any person as legal, tax, investment, or accounting advice. This message and any accompanying attachments may contain confidential, legal, and/or privileged information.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-cameron-bryant-founder-of-found-revenue-solutions-senior-retirement-specialist-at-federal-employees-services-association]]>https://api.spreaker.com/episode/60365966Wed, 12 Jun 2024 20:10:37 +0000Mike Saunders, MBAOver 33 years of experience in working with Business Owners, Seniors, Federal employees, and Franchisees in the planning and development of Tax-Favored Retirement plans, Living Trusts, Buy/Sell Agreements, Executive Bonus Plans Marketing and Wellness...
Learn More:
https://www.linkedin.com/in/cameron-bryant-48b51014/

Please be advised that any information provided in this correspondence shall not be construed by any person as legal, tax, investment, or accounting advice. This message and any accompanying attachments may contain confidential, legal, and/or privileged information.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-cameron-bryant-founder-of-found-revenue-solutions-senior-retirement-specialist-at-federal-employees-services-association]]>1184influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-arthur-cohen-founder-of-arthur-cohen-insurance-discussing-annuities--60341002
Learn More: https://arthurcoheninsurance.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-arthur-cohen-founder-of-arthur-cohen-insurance-discussing-annuities]]>https://api.spreaker.com/episode/60341002Mon, 10 Jun 2024 15:46:29 +0000Mike Saunders, MBAWith Over 40 years in the life insurance business. Creative and strategic ways of using our expertise in life insurance as a valuable tool to protect families and businesses. Expertise in Long Term Care insurance, having brought it to the attention of...
Learn More: https://arthurcoheninsurance.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-arthur-cohen-founder-of-arthur-cohen-insurance-discussing-annuities]]>1046influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-shawn-milton-founder-of-s-s-life-and-financial-services-discussing-risks-of-retirement--60340460
Learn More: https://sandslifeandfinancialservices.com/ or https://debtfree4lifemaryland.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-shawn-milton-founder-of-ss-life-and-financial-services-discussing-risks-of-retirement]]>https://api.spreaker.com/episode/60340460Mon, 10 Jun 2024 14:48:16 +0000Mike Saunders, MBAHe was a missionary for 10 years after which he got married and felt led to start serving people in their finances. He has always had a knack for money talk and helping people. As far back as he can recall, He has always strategized when it comes to...
Learn More: https://sandslifeandfinancialservices.com/ or https://debtfree4lifemaryland.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-shawn-milton-founder-of-ss-life-and-financial-services-discussing-risks-of-retirement]]>1181influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-kevin-coffey-christina-keller-with-a-brighter-future-discussing-how-to-prevent-your-house-from-going-into-foreclosure--60340403
But they also know the pain of uncertainty and loss. Kevin’s family faced the heartbreaking reality of foreclosure when he was younger. He watched as their home, filled with love and laughter, slipped away. Looking back, he wishes his family had been thrown a lifeline that offered choices. They’re not just another option; we’re a lifeline, a bridge to a brighter future by offering you choices. Choices like:

Learn More: http://www.abrighter-future.com

Be advised that A Brighter Future LLC. provides general information and resources for informational purposes only. We are not providing legal advice or investment advice, and nothing on our platform or in our communications should be construed as such. Our materials, including but not limited to articles, guides, and responses to inquiries, are not a substitute for professional legal or investment advice from qualified professionals licensed in your jurisdiction. If you require legal advice, investment advice, or representation, we strongly recommend consulting with licensed professionals who can provide tailored advice based on your specific circumstances. While we strive to ensure the accuracy of the information provided, laws, regulations, and market conditions vary and may change over time. Therefore, we cannot guarantee the completeness or accuracy of the information presented.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-kevin-coffey-christina-keller-with-a-brighter-future-discussing-how-to-prevent-your-house-from-going-into-foreclosure]]>https://api.spreaker.com/episode/60340403Mon, 10 Jun 2024 14:38:47 +0000Mike Saunders, MBAKevin and Christina, a couple of Colorado folks who know what it’s like when things get tough. Kevin grew up in North Denver, and Christina in Thornton. Life can throw some real curveballs, especially when it comes to keeping a roof over your head....
But they also know the pain of uncertainty and loss. Kevin’s family faced the heartbreaking reality of foreclosure when he was younger. He watched as their home, filled with love and laughter, slipped away. Looking back, he wishes his family had been thrown a lifeline that offered choices. They’re not just another option; we’re a lifeline, a bridge to a brighter future by offering you choices. Choices like:

Learn More: http://www.abrighter-future.com

Be advised that A Brighter Future LLC. provides general information and resources for informational purposes only. We are not providing legal advice or investment advice, and nothing on our platform or in our communications should be construed as such. Our materials, including but not limited to articles, guides, and responses to inquiries, are not a substitute for professional legal or investment advice from qualified professionals licensed in your jurisdiction. If you require legal advice, investment advice, or representation, we strongly recommend consulting with licensed professionals who can provide tailored advice based on your specific circumstances. While we strive to ensure the accuracy of the information provided, laws, regulations, and market conditions vary and may change over time. Therefore, we cannot guarantee the completeness or accuracy of the information presented.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-kevin-coffey-christina-keller-with-a-brighter-future-discussing-how-to-prevent-your-house-from-going-into-foreclosure]]>1082influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-shawn-milton-founder-of-s-s-life-and-financial-services-discussing-debt-elimination--60302619
Learn More: https://sandslifeandfinancialservices.com/ or https://debtfree4lifemaryland.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-shawn-milton-founder-of-ss-life-and-financial-services-discussing-debt-elimination]]>https://api.spreaker.com/episode/60302619Thu, 06 Jun 2024 19:11:12 +0000Mike Saunders, MBAI was a missionary for 10 years after which I got married and felt led to start serving people in their finances. I have always had a knack for money talk and helping people. As far back as I can recall, I have always strategized when it comes to...
Learn More: https://sandslifeandfinancialservices.com/ or https://debtfree4lifemaryland.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-shawn-milton-founder-of-ss-life-and-financial-services-discussing-debt-elimination]]>1086influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-shawn-milton-founder-of-s-s-life-and-financial-services-discussing-retirement-pitfalls--60302543
Learn More: https://sandslifeandfinancialservices.com/ or https://debtfree4lifemaryland.com/


Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-shawn-milton-founder-of-ss-life-and-financial-services-discussing-retirement-pitfalls]]>https://api.spreaker.com/episode/60302543Thu, 06 Jun 2024 19:02:30 +0000Mike Saunders, MBAShawn was a missionary for 10 years after which he got married and felt led to start serving people in their finances. He has always had a knack for money talk and helping people. As far back as I can recall, he has always strategized when it comes to...
Learn More: https://sandslifeandfinancialservices.com/ or https://debtfree4lifemaryland.com/


Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-shawn-milton-founder-of-ss-life-and-financial-services-discussing-retirement-pitfalls]]>1301influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-arthur-cohen-founder-of-arthur-cohen-insurance-discussing-long-term-care--60291913
Learn More: https://arthurcoheninsurance.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-arthur-cohen-founder-of-arthur-cohen-insurance-discussing-long-term-care]]>https://api.spreaker.com/episode/60291913Wed, 05 Jun 2024 20:27:12 +0000Mike Saunders, MBAWith Over 40 years in the life insurance business. Creative and strategic ways of using our expertise in life insurance as a valuable tool to protect families and businesses. Expertise in Long Term Care insurance, having brought it to the attention of...
Learn More: https://arthurcoheninsurance.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-arthur-cohen-founder-of-arthur-cohen-insurance-discussing-long-term-care]]>1157influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-cody-askins-ceo-of-caboom-leads-8-percent-nation--60291827
Learn more: https://8percentnation.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-cody-askins-ceo-of-caboom-leads-8-percent-nation]]>https://api.spreaker.com/episode/60291827Wed, 05 Jun 2024 20:17:53 +0000Mike Saunders, MBACody Askins is a speaker, entrepreneur, author of Zero To Six Figures, and Creator of the Cody Askins YouTube Channel which has amassed over 119,000 subscribers. Cody Askins owns & operates 8 companies totaling more than $20,000,000 in annual...
Learn more: https://8percentnation.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-cody-askins-ceo-of-caboom-leads-8-percent-nation]]>1537influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-aleksander-dyo-managing-director-of-wealth-excel--60291757
With a career spanning over a decade as a wealth creation strategist, Aleksander is on a mission to empower his clients to safeguard and enhance their wealth using Advanced Pension Plans and Charitable Gift Financing strategies. As a dynamic serial entrepreneur, seasoned venture investor, and trusted advisor, Aleksander applies his extensive firsthand experience to offer practical, impactful wealth-building strategies.

Aleksander is the mastermind behind the Pre-Tax Wealth Creation Blueprint—a comprehensive, step-by-step framework designed to significantly boost tax savings, reinforce asset protection, and accelerate personal wealth growth.

His fluency in English, Russian, and Korean allows him to serve a diverse range of clients effectively. Aleksander is known for his straightforward personality, results-driven focus, and out-of-the-box thinking. These qualities have cemented his reputation as a “financial surgeon” of creative solutions for wealth creation, making him a sought-after strategist in the financial domain.



Learn more: https://wealth-excel.com/ | https://cgf101.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-aleksander-dyo-managing-director-of-wealth-excel]]>https://api.spreaker.com/episode/60291757Wed, 05 Jun 2024 20:06:58 +0000Mike Saunders, MBAAleksander stands out in the financial landscape for his deep expertise in complex Qualified Plan models and innovative Financed Charitable Gifting techniques. Catering to a sophisticated clientele of business leaders, high-wage earners, and...
With a career spanning over a decade as a wealth creation strategist, Aleksander is on a mission to empower his clients to safeguard and enhance their wealth using Advanced Pension Plans and Charitable Gift Financing strategies. As a dynamic serial entrepreneur, seasoned venture investor, and trusted advisor, Aleksander applies his extensive firsthand experience to offer practical, impactful wealth-building strategies.

Aleksander is the mastermind behind the Pre-Tax Wealth Creation Blueprint—a comprehensive, step-by-step framework designed to significantly boost tax savings, reinforce asset protection, and accelerate personal wealth growth.

His fluency in English, Russian, and Korean allows him to serve a diverse range of clients effectively. Aleksander is known for his straightforward personality, results-driven focus, and out-of-the-box thinking. These qualities have cemented his reputation as a “financial surgeon” of creative solutions for wealth creation, making him a sought-after strategist in the financial domain.



Learn more: https://wealth-excel.com/ | https://cgf101.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-aleksander-dyo-managing-director-of-wealth-excel]]>1325influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-aldo-venturacci-life-insurance-advisor-discussing-financial-planning-for-families-with-special-needs-children--60238160
Driven by a passion to ensure every child has access to the necessary resources for a secure future, Aldo focuses on developing financial strategies that enhance stability and longevity. His approach goes beyond traditional financial advice, emphasizing sustainable practices that maintain essential government benefits while building a robust financial foundation.

Aldo is also a proactive advocate and educator, regularly hosting seminars and webinars to empower parents with the knowledge they need to manage their finances effectively. Through his work, he aims to provide families with the tools and confidence to secure their financial future, allowing them to focus on what matters most—raising their children with the assurance of stability and support.

Learn More: https://aldoventuracci.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-aldo-venturacci-life-insurance-advisor-discussing-financial-planning-for-families-with-special-needs-children]]>https://api.spreaker.com/episode/60238160Fri, 31 May 2024 16:22:10 +0000Mike Saunders, MBAAldo Venturacci is a devoted special needs dad and an expert in creating long-term financial security for families with special needs children. His professional journey is deeply intertwined with his personal experiences, giving him a unique...
Driven by a passion to ensure every child has access to the necessary resources for a secure future, Aldo focuses on developing financial strategies that enhance stability and longevity. His approach goes beyond traditional financial advice, emphasizing sustainable practices that maintain essential government benefits while building a robust financial foundation.

Aldo is also a proactive advocate and educator, regularly hosting seminars and webinars to empower parents with the knowledge they need to manage their finances effectively. Through his work, he aims to provide families with the tools and confidence to secure their financial future, allowing them to focus on what matters most—raising their children with the assurance of stability and support.

Learn More: https://aldoventuracci.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-aldo-venturacci-life-insurance-advisor-discussing-financial-planning-for-families-with-special-needs-children]]>1019influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-arthur-cohen-founder-of-arthur-cohen-insurance-discussing-policy-review--60191511
Learn More: https://arthurcoheninsurance.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-arthur-cohen-founder-of-arthur-cohen-insurance-discussing-policy-review]]>https://api.spreaker.com/episode/60191511Mon, 27 May 2024 20:29:49 +0000Mike Saunders, MBAWith Over 40 years in the life insurance business. Creative and strategic ways of using our expertise in life insurance as a valuable tool to protect families and businesses. Expertise in Long Term Care insurance, having brought it to the attention of...
Learn More: https://arthurcoheninsurance.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-arthur-cohen-founder-of-arthur-cohen-insurance-discussing-policy-review]]>1062influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-samuel-dixon-rfc-co-founder-of-oxford-advisory-group--60106329
Samuel, with his expertise as a RFC, also contributes articles that are featured in financial publications such as Kiplinger Financial, Newsmax, and The Street.

Samuel has passed the Series 65 securities exam and also holds his insurance licenses in Florida and South Carolina. Samuel graduated from the College of Business at Florida State University with a degree in risk management and insurance with a focus in financial planning and wealth management.

Samuel and his wife, Katie, are raising their three children, Clark, Callan, and Elowen. Samuel also enjoys coaching Clark in sports. He teaches youth at his church and enjoys boating on Lake Butler with his family.

Learn More: https://oxfordadvisorygroup.com/

This is prepared for informational purposes only. It does not address specific investment objectives, or the financial situation, and the particular needs of any person who may receive this report. The information herein was obtained from various sources. Oxford Advisory Group does not guarantee the accuracy or completeness of information provided by third parties. The information in this report is given as of the date indicated and is believed to be reliable. Oxford Advisory Group assumes no obligation to update this information or to advise on further developments relating to it.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-samuel-dixon-rfc-co-founder-of-oxford-advisory-group]]>https://api.spreaker.com/episode/60106329Tue, 21 May 2024 00:54:53 +0000Mike Saunders, MBAAs a managing partner of Oxford Advisory Group, Samuel J. Dixon is focused on retirement planning, IRA legacy planning, and investments for retirees, executives, and small-business owners. He routinely offers educational classes on taxes in retirement...
Samuel, with his expertise as a RFC, also contributes articles that are featured in financial publications such as Kiplinger Financial, Newsmax, and The Street.

Samuel has passed the Series 65 securities exam and also holds his insurance licenses in Florida and South Carolina. Samuel graduated from the College of Business at Florida State University with a degree in risk management and insurance with a focus in financial planning and wealth management.

Samuel and his wife, Katie, are raising their three children, Clark, Callan, and Elowen. Samuel also enjoys coaching Clark in sports. He teaches youth at his church and enjoys boating on Lake Butler with his family.

Learn More: https://oxfordadvisorygroup.com/

This is prepared for informational purposes only. It does not address specific investment objectives, or the financial situation, and the particular needs of any person who may receive this report. The information herein was obtained from various sources. Oxford Advisory Group does not guarantee the accuracy or completeness of information provided by third parties. The information in this report is given as of the date indicated and is believed to be reliable. Oxford Advisory Group assumes no obligation to update this information or to advise on further developments relating to it.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-samuel-dixon-rfc-co-founder-of-oxford-advisory-group]]>1472influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-michael-opp-founder-of-opp-financial-their-unique-approach-to-portfolio-diversification--60053794
Michael received a B.S. in Business Administration and a minor in Economics in 1992. Michael’s belief-in being a well-rounded individual, allowed him to compete in college football and track at the University of Redlands in California. He continued to compete in the track and field circuit until just after the 1996 U.S. Olympic Trials. This experience compelled him to give something back to his community. Michael coached high school, youth football, and track and field for over 17 years. He also has been married to his wife, Tamalynn since 1996. They are proud parents of three children Brady, Lance, and Elena.

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

Advisory services offered by Wealth Watch Advisors, LLC. All other services are offered through Opp Financial Group, LLC. Wealth Watch Advisors, LLC and Opp Financial Group, LLC are not affiliated.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-michael-opp-founder-of-opp-financial-their-unique-approach-to-portfolio-diversification]]>https://api.spreaker.com/episode/60053794Thu, 16 May 2024 01:27:19 +0000Mike Saunders, MBAMichael has been working in wealth management for over 25 years. He holds a Series 65 license and Insurance license. As a Fiduciary, he has provided financial services to business owners, families, and individuals. Michael has access to a wide array...
Michael received a B.S. in Business Administration and a minor in Economics in 1992. Michael’s belief-in being a well-rounded individual, allowed him to compete in college football and track at the University of Redlands in California. He continued to compete in the track and field circuit until just after the 1996 U.S. Olympic Trials. This experience compelled him to give something back to his community. Michael coached high school, youth football, and track and field for over 17 years. He also has been married to his wife, Tamalynn since 1996. They are proud parents of three children Brady, Lance, and Elena.

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

Advisory services offered by Wealth Watch Advisors, LLC. All other services are offered through Opp Financial Group, LLC. Wealth Watch Advisors, LLC and Opp Financial Group, LLC are not affiliated.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-michael-opp-founder-of-opp-financial-their-unique-approach-to-portfolio-diversification]]>1089influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-kevin-coffey-christina-keller-with-a-brighter-future-discussing-their-more-money-for-you-program--60034115
But they also know the pain of uncertainty and loss. Kevin’s family faced the heartbreaking reality of foreclosure when he was younger. He watched as their home, filled with love and laughter, slipped away. Looking back, he wishes his family had been thrown a lifeline that offered choices. They’re not just another option; they’re a lifeline, a bridge to a brighter future by offering you choices.

Learn More: http://www.abrighter-future.com

Be advised that A Brighter Future LLC. provides general information and resources for informational purposes only. We are not providing legal advice or investment advice, and nothing on our platform or in our communications should be construed as such. Our materials, including but not limited to articles, guides, and responses to inquiries, are not a substitute for professional legal or investment advice from qualified professionals licensed in your jurisdiction. If you require legal advice, investment advice, or representation, we strongly recommend consulting with licensed professionals who can provide tailored advice based on your specific circumstances. While we strive to ensure the accuracy of the information provided, laws, regulations, and market conditions vary and may change over time. Therefore, we cannot guarantee the completeness or accuracy of the information presented.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-kevin-coffey-christina-keller-with-a-brighter-future-discussing-their-more-money-for-you-program]]>https://api.spreaker.com/episode/60034115Tue, 14 May 2024 21:02:47 +0000Mike Saunders, MBAKevin and Christina, are a couple of Colorado folks who know what it’s like when things get tough. Kevin grew up in North Denver, and Christina in Thornton. Life can throw some real curveballs, especially when it comes to keeping a roof over your...
But they also know the pain of uncertainty and loss. Kevin’s family faced the heartbreaking reality of foreclosure when he was younger. He watched as their home, filled with love and laughter, slipped away. Looking back, he wishes his family had been thrown a lifeline that offered choices. They’re not just another option; they’re a lifeline, a bridge to a brighter future by offering you choices.

Learn More: http://www.abrighter-future.com

Be advised that A Brighter Future LLC. provides general information and resources for informational purposes only. We are not providing legal advice or investment advice, and nothing on our platform or in our communications should be construed as such. Our materials, including but not limited to articles, guides, and responses to inquiries, are not a substitute for professional legal or investment advice from qualified professionals licensed in your jurisdiction. If you require legal advice, investment advice, or representation, we strongly recommend consulting with licensed professionals who can provide tailored advice based on your specific circumstances. While we strive to ensure the accuracy of the information provided, laws, regulations, and market conditions vary and may change over time. Therefore, we cannot guarantee the completeness or accuracy of the information presented.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-kevin-coffey-christina-keller-with-a-brighter-future-discussing-their-more-money-for-you-program]]>1026influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-stephen-ng-clu-chfc-cep-founder-of-stephen-ng-financial-group-discussing-ira-rescue-to-leverage-retirement-wealth--60033987
Stephen is married, has 3 children and resides in New Jersey and Florida. Stephen is a warm and passionate communicator who loves to share his financial wisdom and insights. He served as a Deacon at Trust In God Baptist Church in New York City and was the Chairman of the Board from 2008 to 2016. Currently, he serves as a trustee for Doxa Church in New York City. Stephen attends Bell Shoals Church, in Brandon, Florida. He loves to travel and frequently speaks internationally during mission trips with his church.

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

The views expressed are not necessarily the opinion of Stephen NG, and should not be construed directly or indirectly, as an offer to buy or sell any securities or services mentioned herein. Investing is subject to risks including loss of principal invested. Past performance is not a guarantee of future results. No strategy can assure a profit nor protect against loss. Please note that individual situations can vary. Therefore, the information should only be relied upon when coordinated with individual professional advice.

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-stephen-ng-clu-chfc-cep-founder-of-stephen-ng-financial-group-discussing-ira-rescue-to-leverage-retirement-wealth]]>https://api.spreaker.com/episode/60033987Tue, 14 May 2024 20:55:03 +0000Mike Saunders, MBAStephen Ng, whom you may have seen in NBC, Forbes, Wall Street Journal, U.S. News and World Report, New York Daily News, and others. He has also been interviewed by Fox TV and Christian Television Network. Stephen is the Author of “10 Financial...
Stephen is married, has 3 children and resides in New Jersey and Florida. Stephen is a warm and passionate communicator who loves to share his financial wisdom and insights. He served as a Deacon at Trust In God Baptist Church in New York City and was the Chairman of the Board from 2008 to 2016. Currently, he serves as a trustee for Doxa Church in New York City. Stephen attends Bell Shoals Church, in Brandon, Florida. He loves to travel and frequently speaks internationally during mission trips with his church.

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

The views expressed are not necessarily the opinion of Stephen NG, and should not be construed directly or indirectly, as an offer to buy or sell any securities or services mentioned herein. Investing is subject to risks including loss of principal invested. Past performance is not a guarantee of future results. No strategy can assure a profit nor protect against loss. Please note that individual situations can vary. Therefore, the information should only be relied upon when coordinated with individual professional advice.

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-stephen-ng-clu-chfc-cep-founder-of-stephen-ng-financial-group-discussing-ira-rescue-to-leverage-retirement-wealth]]>1208influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-michael-opp-founder-of-opp-financial-purpose-vs-performance-fiduciary-concerns-purpose-driven-accounts--60005099
Michael received a B.S. in Business Administration and a minor in Economics in 1992. Michael’s belief in being a well-rounded individual, allowed him to compete in college football and track at the University of Redlands in California. He continued to compete in the track and field circuit until just after the 1996 U.S. Olympic Trials. This experience compelled him to give something back to his community. Michael coached high school, youth football, and track and field for over 17 years. He also has been married to his wife, Tamalynn since 1996. They are proud parents of three children Brady, Lance, and Elena.

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

Advisory services offered by Wealth Watch Advisors, LLC. All other services are offered through Opp Financial Group, LLC. Wealth Watch Advisors, LLC and Opp Financial Group, LLC are not affiliated.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-michael-opp-founder-of-opp-financial-purpose-vs-performance-fiduciary-concerns-purpose-driven-accounts]]>https://api.spreaker.com/episode/60005099Mon, 13 May 2024 14:58:54 +0000Mike Saunders, MBAMichael has been working in wealth management for over 25 years. He holds a Series 65 license and an Insurance license. As a Fiduciary, he has provided financial services to business owners, families, and individuals. Michael has access to a wide...
Michael received a B.S. in Business Administration and a minor in Economics in 1992. Michael’s belief in being a well-rounded individual, allowed him to compete in college football and track at the University of Redlands in California. He continued to compete in the track and field circuit until just after the 1996 U.S. Olympic Trials. This experience compelled him to give something back to his community. Michael coached high school, youth football, and track and field for over 17 years. He also has been married to his wife, Tamalynn since 1996. They are proud parents of three children Brady, Lance, and Elena.

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

Advisory services offered by Wealth Watch Advisors, LLC. All other services are offered through Opp Financial Group, LLC. Wealth Watch Advisors, LLC and Opp Financial Group, LLC are not affiliated.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-michael-opp-founder-of-opp-financial-purpose-vs-performance-fiduciary-concerns-purpose-driven-accounts]]>1124influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-stephen-ng-clu-chfc-cep-founder-of-stephen-ng-financial-group-utilizing-long-term-care-to-leverage-retirement-wealth--60004966
Stephen is married, has 3 children and resides in New Jersey and Florida. Stephen is a warm and passionate communicator who loves to share his financial wisdom and insights. He served as a Deacon at Trust In God Baptist Church in New York City and was the Chairman of the Board from 2008 to 2016. Currently, he serves as a trustee for Doxa Church in New York City. Stephen attends Bell Shoals Church, in Brandon, Florida. He loves to travel and frequently speaks internationally during mission trips with his church

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

The views expressed are not necessarily the opinion of Stephen NG, and should not be construed directly or indirectly, as an offer to buy or sell any securities or services mentioned herein. Investing is subject to risks including loss of principal invested. Past performance is not a guarantee of future results. No strategy can assure a profit nor protect against loss. Please note that individual situations can vary. Therefore, the information should only be relied upon when coordinated with individual professional advice.

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-stephen-ng-clu-chfc-cep-founder-of-stephen-ng-financial-group-understanding-long-term-care-to-leverage-retirement-wealth]]>https://api.spreaker.com/episode/60004966Mon, 13 May 2024 14:49:24 +0000Mike Saunders, MBAStephen Ng, whom you may have seen in NBC, Forbes, Wall Street Journal, U.S. News and World Report, New York Daily News, and others. He has also been interviewed by Fox TV and Christian Television Network. Stephen is the Author of “10 Financial...
Stephen is married, has 3 children and resides in New Jersey and Florida. Stephen is a warm and passionate communicator who loves to share his financial wisdom and insights. He served as a Deacon at Trust In God Baptist Church in New York City and was the Chairman of the Board from 2008 to 2016. Currently, he serves as a trustee for Doxa Church in New York City. Stephen attends Bell Shoals Church, in Brandon, Florida. He loves to travel and frequently speaks internationally during mission trips with his church

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

The views expressed are not necessarily the opinion of Stephen NG, and should not be construed directly or indirectly, as an offer to buy or sell any securities or services mentioned herein. Investing is subject to risks including loss of principal invested. Past performance is not a guarantee of future results. No strategy can assure a profit nor protect against loss. Please note that individual situations can vary. Therefore, the information should only be relied upon when coordinated with individual professional advice.

Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-stephen-ng-clu-chfc-cep-founder-of-stephen-ng-financial-group-understanding-long-term-care-to-leverage-retirement-wealth]]>1252influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-michael-opp-founder-of-opp-financial-guaranteed-investment-income-to-meet-an-rmd-strategy--59965637
Michael received a B.S. in Business Administration and a minor in Economics in 1992. Michael’s belief in being a well-rounded individual, allowed him to compete in college football and track at the University of Redlands in California. He continued to compete in the track and field circuit until just after the 1996 U.S. Olympic Trials. This experience compelled him to give something back to his community. Michael coached high school, youth football, and track and field for over 17 years. He also has been married to his wife, Tamalynn since 1996. They are proud parents of three children Brady, Lance, and Elena.

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

Advisory services offered by Wealth Watch Advisors, LLC. All other services are offered through Opp Financial Group, LLC. Wealth Watch Advisors, LLC and Opp Financial Group, LLC are not affiliated.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-michael-opp-founder-of-opp-financial-guaranteed-investment-income-to-meet-an-rmd-strategy
]]>https://api.spreaker.com/episode/59965637Fri, 10 May 2024 15:07:09 +0000Mike Saunders, MBA Michael has been working in wealth management for over 25 years. He holds a Series 65 license and Insurance license. As a Fiduciary, he has provided financial services to business owners, families, and individuals. Michael has access to a wide array...
Michael received a B.S. in Business Administration and a minor in Economics in 1992. Michael’s belief in being a well-rounded individual, allowed him to compete in college football and track at the University of Redlands in California. He continued to compete in the track and field circuit until just after the 1996 U.S. Olympic Trials. This experience compelled him to give something back to his community. Michael coached high school, youth football, and track and field for over 17 years. He also has been married to his wife, Tamalynn since 1996. They are proud parents of three children Brady, Lance, and Elena.

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

Advisory services offered by Wealth Watch Advisors, LLC. All other services are offered through Opp Financial Group, LLC. Wealth Watch Advisors, LLC and Opp Financial Group, LLC are not affiliated.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-michael-opp-founder-of-opp-financial-guaranteed-investment-income-to-meet-an-rmd-strategy
]]>1287influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-stephen-ng-clu-chfc-cep-founder-of-stephen-ng-financial-group-discussing-how-to-grow-protect-retirement-wealth--59964981
Stephen is married, has 3 children, and resides in New Jersey and Florida. Stephen is a warm and passionate communicator who loves to share his financial wisdom and insights. He served as a Deacon at Trust In God Baptist
Church in New York City and was the Chairman of the Board from 2008 to 2016. Currently, he serves as a trustee for Doxa Church in New York City. Stephen attends Bell Shoals Church, in Brandon, Florida. He loves to travel and frequently speaks internationally during mission trips with his church

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

The views expressed are not necessarily the opinion of Stephen NG, and should not be construed directly or indirectly, as an offer to buy or sell any securities or services mentioned herein. Investing is subject to risks including loss of principal invested. Past performance is not a guarantee of future results. No strategy can assure a profit nor protect against loss. Please note that individual situations can vary. Therefore, the information should only be relied upon when coordinated with individual professional advice.Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-stephen-ng-clu-chfc-cep-founder-of-stephen-ng-financial-group-discussing-how-to-grow-protect-retirement-wealth]]>https://api.spreaker.com/episode/59964981Fri, 10 May 2024 14:33:19 +0000Mike Saunders, MBAStephen Ng, whom you may have seen in NBC, Forbes, Wall Street Journal, U.S. News and World Report, New York Daily News, and others. He has also been interviewed by Fox TV and Christian Television Network. Stephen is the Author of “10 Financial...
Stephen is married, has 3 children, and resides in New Jersey and Florida. Stephen is a warm and passionate communicator who loves to share his financial wisdom and insights. He served as a Deacon at Trust In God Baptist
Church in New York City and was the Chairman of the Board from 2008 to 2016. Currently, he serves as a trustee for Doxa Church in New York City. Stephen attends Bell Shoals Church, in Brandon, Florida. He loves to travel and frequently speaks internationally during mission trips with his church

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

The views expressed are not necessarily the opinion of Stephen NG, and should not be construed directly or indirectly, as an offer to buy or sell any securities or services mentioned herein. Investing is subject to risks including loss of principal invested. Past performance is not a guarantee of future results. No strategy can assure a profit nor protect against loss. Please note that individual situations can vary. Therefore, the information should only be relied upon when coordinated with individual professional advice.Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-stephen-ng-clu-chfc-cep-founder-of-stephen-ng-financial-group-discussing-how-to-grow-protect-retirement-wealth]]>1269influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-liam-thurman-ceo-of-the-babe-ruth-bucket-system-for-agents--59922473
30 plus years in the financial and coaching business training over 7500 agents weekly in the BRB system for agents.

Founder of the MTD Foundation outreach ministry. Married to Angie and they have 9 kids blended family with 16 grandchildren.

Learn More:

https://lcitaxfreeretirement.com/
https://www.facebook.com/groups/thebaberuthbucketsysyem

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-liam-thurman-ceo-of-the-babe-ruth-bucket-system-for-agents]]>https://api.spreaker.com/episode/59922473Wed, 08 May 2024 13:25:49 +0000Mike Saunders, MBALiam is the author of 5 books and is the CEO of LCI consultants & owner of the BRB brand and the Exception to the Rule Brand. 30 plus years in the financial and coaching business training over 7500 agents weekly in the BRB system for agents....
30 plus years in the financial and coaching business training over 7500 agents weekly in the BRB system for agents.

Founder of the MTD Foundation outreach ministry. Married to Angie and they have 9 kids blended family with 16 grandchildren.

Learn More:

https://lcitaxfreeretirement.com/
https://www.facebook.com/groups/thebaberuthbucketsysyem

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-liam-thurman-ceo-of-the-babe-ruth-bucket-system-for-agents]]>1688influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-paul-mcmanus-co-founder-and-ceo-of-more-clients-more-fun-author-podcast-host--59698373
He is the author of multiple books including The Short Book Formula: A Financial Professional’s Guide To Writing A Book In Six Weeks To Attract Ideal Clients, and his upcoming book: From author to Authority: Master LinkedIn, Gain Visibility, and Attract Premium Clients. Paul has emerged as a leading authority for financial professionals. His works, blending insights on authorship, and authority-based marketing systems, serve as a cornerstone for those aiming to attract high-value clients.

Learn more: https://www.theshortbookformula.com/



Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-paul-mcmanus-co-founder-and-ceo-of-more-clients-more-fun-author-podcast-host]]>https://api.spreaker.com/episode/59698373Mon, 29 Apr 2024 14:16:39 +0000Mike Saunders, MBAPaul G. McManus is a best-selling author and prominent figure in the financial industry, specializing in helping financial advisors to become bestselling authors and create authority-based marketing systems to attract their ideal clients. Over the...
He is the author of multiple books including The Short Book Formula: A Financial Professional’s Guide To Writing A Book In Six Weeks To Attract Ideal Clients, and his upcoming book: From author to Authority: Master LinkedIn, Gain Visibility, and Attract Premium Clients. Paul has emerged as a leading authority for financial professionals. His works, blending insights on authorship, and authority-based marketing systems, serve as a cornerstone for those aiming to attract high-value clients.

Learn more: https://www.theshortbookformula.com/



Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-paul-mcmanus-co-founder-and-ceo-of-more-clients-more-fun-author-podcast-host]]>1624influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-dan-brooks-founder-of-xexis-private-wealth-discussing-things-your-current-advisors-haven-t-explained-that-could-negatively--59528026
After his father’s death, he discovered his father lost a small fortune due to bad advice from a stock broker. Dan decided to enter financial services to find out how this could happen and help others avoid it.

In 2004 he completed the Certified Financial Planner coursework and in 2005 opened a Registered Investment Advisor firm.

He owns both a Financial Advisor firm and a tax firm based in Lake Mary, Florida. Dan works with a Registered Investment Advisor firm that manages over $3 billion dollars and is one of the fastest-growing firms in the nation.

Dan’s specialty is comprehensive retirement planning, including income planning, tax mitigation, catastrophic health care planning, Medicare, Estate Planning, and Generational Wealth.

On a personal level, his proudest accomplishment was being a single father to his daughter, who is a Police Officer. He enjoys golf, hiking, traveling, cooking, and discovering new restaurants.

Learn More: http://www.xexiswealth.com/

Investment advisory services offered through Virtue Capital Management, LLC (VCM), a registered investment advisor. VCM and Xexis Private Wealth, LLC are independent of each other. For a complete description of investment risks, fees, and services, review the Virtue Capital Management firm brochure (ADV Part 2A) which is available from your Investment Advisor Representative, or by contacting Virtue Capital Management. Information provided is not intended as tax or legal advice and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-dan-brooks-founder-of-xexis-private-wealth-discussing-things-your-current-advisors-havent-explained-that-could-negatively-impact-your-retirement]]>https://api.spreaker.com/episode/59528026Thu, 18 Apr 2024 13:51:50 +0000Mike Saunders, MBADan entered the U.S. Navy’s Nuclear Power program after high school and upon discharge, he purchased the family business which he operated for 7 years. After his father’s death, he discovered his father lost a small fortune due to bad advice from a...
After his father’s death, he discovered his father lost a small fortune due to bad advice from a stock broker. Dan decided to enter financial services to find out how this could happen and help others avoid it.

In 2004 he completed the Certified Financial Planner coursework and in 2005 opened a Registered Investment Advisor firm.

He owns both a Financial Advisor firm and a tax firm based in Lake Mary, Florida. Dan works with a Registered Investment Advisor firm that manages over $3 billion dollars and is one of the fastest-growing firms in the nation.

Dan’s specialty is comprehensive retirement planning, including income planning, tax mitigation, catastrophic health care planning, Medicare, Estate Planning, and Generational Wealth.

On a personal level, his proudest accomplishment was being a single father to his daughter, who is a Police Officer. He enjoys golf, hiking, traveling, cooking, and discovering new restaurants.

Learn More: http://www.xexiswealth.com/

Investment advisory services offered through Virtue Capital Management, LLC (VCM), a registered investment advisor. VCM and Xexis Private Wealth, LLC are independent of each other. For a complete description of investment risks, fees, and services, review the Virtue Capital Management firm brochure (ADV Part 2A) which is available from your Investment Advisor Representative, or by contacting Virtue Capital Management. Information provided is not intended as tax or legal advice and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-dan-brooks-founder-of-xexis-private-wealth-discussing-things-your-current-advisors-havent-explained-that-could-negatively-impact-your-retirement]]>1482influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-dan-brooks-founder-of-xexis-private-wealth-discussing-the-tax-implications-of-large-retirement-accounts--59527923
After his father’s death, he discovered his father lost a small fortune due to bad advice from a stock broker. Dan decided to enter financial services to find out how this could happen and help others avoid it.

In 2004 he completed the Certified Financial Planner coursework and in 2005 opened a Registered Investment Advisor firm.

He owns both a Financial Advisor firm and a tax firm based in Lake Mary, Florida. Dan works with a Registered Investment Advisor firm that manages over $3 billion dollars and is one of the fastest-growing firms in the nation.

Dan’s specialty is comprehensive retirement planning, including income planning, tax mitigation, catastrophic health care planning, Medicare, Estate Planning, and Generational Wealth.

On a personal level, his proudest accomplishment was being a single father to his daughter, who is a Police Officer. He enjoys golf, hiking, traveling, cooking, and discovering new restaurants.

Learn More: http://www.xexiswealth.com/

Investment advisory services offered through Virtue Capital Management, LLC (VCM), a registered investment advisor. VCM and Xexis Private Wealth, LLC are independent of each other. For a complete description of investment risks, fees, and services, review the Virtue Capital Management firm brochure (ADV Part 2A) which is available from your Investment Advisor Representative, or by contacting Virtue Capital Management. Information provided is not intended as tax or legal advice and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-dan-brooks-founder-of-xexis-private-wealth-discussing-the-tax-implications-of-large-retirement-accounts]]>https://api.spreaker.com/episode/59527923Thu, 18 Apr 2024 13:40:24 +0000Mike Saunders, MBADan entered the U.S. Navy’s Nuclear Power program after high school and upon discharge, he purchased the family business which he operated for 7 years. After his father’s death, he discovered his father lost a small fortune due to bad advice from a...
After his father’s death, he discovered his father lost a small fortune due to bad advice from a stock broker. Dan decided to enter financial services to find out how this could happen and help others avoid it.

In 2004 he completed the Certified Financial Planner coursework and in 2005 opened a Registered Investment Advisor firm.

He owns both a Financial Advisor firm and a tax firm based in Lake Mary, Florida. Dan works with a Registered Investment Advisor firm that manages over $3 billion dollars and is one of the fastest-growing firms in the nation.

Dan’s specialty is comprehensive retirement planning, including income planning, tax mitigation, catastrophic health care planning, Medicare, Estate Planning, and Generational Wealth.

On a personal level, his proudest accomplishment was being a single father to his daughter, who is a Police Officer. He enjoys golf, hiking, traveling, cooking, and discovering new restaurants.

Learn More: http://www.xexiswealth.com/

Investment advisory services offered through Virtue Capital Management, LLC (VCM), a registered investment advisor. VCM and Xexis Private Wealth, LLC are independent of each other. For a complete description of investment risks, fees, and services, review the Virtue Capital Management firm brochure (ADV Part 2A) which is available from your Investment Advisor Representative, or by contacting Virtue Capital Management. Information provided is not intended as tax or legal advice and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-dan-brooks-founder-of-xexis-private-wealth-discussing-the-tax-implications-of-large-retirement-accounts]]>1104influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-dan-brooks-founder-of-xexis-private-wealth-discussing-understanding-critical-concerns-of-retirement-planning--59527784
After his father’s death, he discovered his father lost a small fortune due to bad advice from a stock broker. Dan decided to enter financial services to find out how this could happen and help others avoid it.

In 2004 he completed the Certified Financial Planner coursework and in 2005 opened a Registered Investment Advisor firm.

He owns both a Financial Advisor firm and a tax firm based in Lake Mary, Florida. Dan works with a Registered Investment Advisor firm that manages over $3 billion dollars and is one of the fastest-growing firms in the nation.

Dan’s specialty is comprehensive retirement planning, including income planning, tax mitigation, catastrophic health care planning, Medicare, Estate Planning, and Generational Wealth.

On a personal level, his proudest accomplishment was being a single father to his daughter, who is a Police Officer. He enjoys golf, hiking, traveling, cooking, and discovering new restaurants.

Learn More: http://www.xexiswealth.com/

Investment advisory services offered through Virtue Capital Management, LLC (VCM), a registered investment advisor. VCM and Xexis Private Wealth, LLC are independent of each other. For a complete description of investment risks, fees, and services, review the Virtue Capital Management firm brochure (ADV Part 2A) which is available from your Investment Advisor Representative, or by contacting Virtue Capital Management. Information provided is not intended as tax or legal advice and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-dan-brooks-founder-of-xexis-private-wealth-discussing-understanding-critical-concerns-of-retirement-planning]]>https://api.spreaker.com/episode/59527784Thu, 18 Apr 2024 13:26:19 +0000Mike Saunders, MBADan entered the U.S. Navy’s Nuclear Power program after high school and upon discharge, he purchased the family business which he operated for 7 years. After his father’s death, he discovered his father lost a small fortune due to bad advice from a...
After his father’s death, he discovered his father lost a small fortune due to bad advice from a stock broker. Dan decided to enter financial services to find out how this could happen and help others avoid it.

In 2004 he completed the Certified Financial Planner coursework and in 2005 opened a Registered Investment Advisor firm.

He owns both a Financial Advisor firm and a tax firm based in Lake Mary, Florida. Dan works with a Registered Investment Advisor firm that manages over $3 billion dollars and is one of the fastest-growing firms in the nation.

Dan’s specialty is comprehensive retirement planning, including income planning, tax mitigation, catastrophic health care planning, Medicare, Estate Planning, and Generational Wealth.

On a personal level, his proudest accomplishment was being a single father to his daughter, who is a Police Officer. He enjoys golf, hiking, traveling, cooking, and discovering new restaurants.

Learn More: http://www.xexiswealth.com/

Investment advisory services offered through Virtue Capital Management, LLC (VCM), a registered investment advisor. VCM and Xexis Private Wealth, LLC are independent of each other. For a complete description of investment risks, fees, and services, review the Virtue Capital Management firm brochure (ADV Part 2A) which is available from your Investment Advisor Representative, or by contacting Virtue Capital Management. Information provided is not intended as tax or legal advice and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-dan-brooks-founder-of-xexis-private-wealth-discussing-understanding-critical-concerns-of-retirement-planning]]>1034influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-joyce-palmer-founder-and-president-of-jp-financial-group-discussing-guaranteed-income-for-women-in-retirement--59489980
With over two decades of experience, Joyce understands the unique financial challenges and opportunities that women face. Her own life experiences have shaped her perspective, as she recognizes the impact of gender on financial decisions. Joyce firmly believes that women have distinct needs, considering their longer life expectancy and the likelihood of living alone as widows or divorcees. She is passionate about providing tailored financial solutions that address these specific concerns.

What sets Joyce apart is her genuine dedication to her clients. She actively listens to their needs, concerns, goals, and objectives, ensuring that their voices are heard and understood. Joyce takes pride in building strong personal connections with her clients, offering a level of empathy and relatability that fosters trust and confidence.

Joyce’s commitment to continuous learning and professional development is evident in her impressive credentials. She holds a BA in Business from Virginia State University and has completed extensive studies and certifications in income planning strategies, social security benefits, estate planning strategies, and long-term care health insurance. This diverse knowledge base allows her to provide comprehensive and well-rounded financial guidance.

Beyond her work, Joyce is actively involved in giving back to her community. She serves on the board of directors for The Charlotte Post Foundation and Faith in Action Community and Education Transition Services (F.A.C.E.T), a nonprofit organization that supports women and children transitioning from homelessness towards independence. Joyce’s passion for empowering women extends beyond the realm of finance, making a positive impact on the lives of those she serves.

If you’re ready to take control of your financial future and work with a financial professional who understands your unique needs, Joyce Palmer is the trusted advisor you can rely on. Contact JP Financial Group LLC today and embark on a journey toward financial success and empowerment.

Learn More: https://jpfinancialgroupllc.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-joyce-palmer-founder-and-president-of-jp-financial-group-discussing-guaranteed-income-for-women-in-retirement]]>https://api.spreaker.com/episode/59489980Tue, 16 Apr 2024 14:53:48 +0000Mike Saunders, MBAJoyce Palmer, the managing partner of JP Financial Group LLC, is a force to be reckoned with in the world of finance. With a dedicated focus on serving women, Joyce is committed to creating financial legacies and empowering women to take control of...
With over two decades of experience, Joyce understands the unique financial challenges and opportunities that women face. Her own life experiences have shaped her perspective, as she recognizes the impact of gender on financial decisions. Joyce firmly believes that women have distinct needs, considering their longer life expectancy and the likelihood of living alone as widows or divorcees. She is passionate about providing tailored financial solutions that address these specific concerns.

What sets Joyce apart is her genuine dedication to her clients. She actively listens to their needs, concerns, goals, and objectives, ensuring that their voices are heard and understood. Joyce takes pride in building strong personal connections with her clients, offering a level of empathy and relatability that fosters trust and confidence.

Joyce’s commitment to continuous learning and professional development is evident in her impressive credentials. She holds a BA in Business from Virginia State University and has completed extensive studies and certifications in income planning strategies, social security benefits, estate planning strategies, and long-term care health insurance. This diverse knowledge base allows her to provide comprehensive and well-rounded financial guidance.

Beyond her work, Joyce is actively involved in giving back to her community. She serves on the board of directors for The Charlotte Post Foundation and Faith in Action Community and Education Transition Services (F.A.C.E.T), a nonprofit organization that supports women and children transitioning from homelessness towards independence. Joyce’s passion for empowering women extends beyond the realm of finance, making a positive impact on the lives of those she serves.

If you’re ready to take control of your financial future and work with a financial professional who understands your unique needs, Joyce Palmer is the trusted advisor you can rely on. Contact JP Financial Group LLC today and embark on a journey toward financial success and empowerment.

Learn More: https://jpfinancialgroupllc.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-joyce-palmer-founder-and-president-of-jp-financial-group-discussing-guaranteed-income-for-women-in-retirement]]>1466influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-linda-jensen-principal-and-owner-of-heart-financial-group-discussing-new-website-loweryourtaxestoday-com--59353124
Since starting her own firm in 1997, Linda has enjoyed working with individuals and business owners helping them achieve their financial dreams and goals. She is an expert in all aspects of retirement planning.

Linda has lectured widely on financial topics to both the general public and business professionals. She is passionate about helping business owners leverage corporate cash to create benefits for the owner(s), and key employee(s) and to identify estate-planning solutions.

Linda calls the Pacific Northwest home. She married her college sweetheart. She and her husband Brad have two children and five grandchildren. Linda loves learning, reading, hiking, sewing, and cooking.

Learn More:

https://www.heartfinancialgroup.com/
https://www.LowerYourTaxesToday.com

Investment advisory services are offered through WealthWatch Advisors, an SEC registered investment advisor. Wealth Watch Advisors and Heart Financial Group are independent of one another. Please note that the registration with the SEC does not guarantee the success of investment advice.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-linda-jensen-principal-and-owner-of-heart-financial-group-discussing-new-website-loweryourtaxestoday-com]]>https://api.spreaker.com/episode/59353124Mon, 08 Apr 2024 21:57:34 +0000Mike Saunders, MBALinda has been self-employed for her entire life. A successful financial advisor since 1994, she has enjoyed all aspects of entrepreneurship, especially problem-solving, sizing up dilemmas, and working through complexities with creative solutions. She...
Since starting her own firm in 1997, Linda has enjoyed working with individuals and business owners helping them achieve their financial dreams and goals. She is an expert in all aspects of retirement planning.

Linda has lectured widely on financial topics to both the general public and business professionals. She is passionate about helping business owners leverage corporate cash to create benefits for the owner(s), and key employee(s) and to identify estate-planning solutions.

Linda calls the Pacific Northwest home. She married her college sweetheart. She and her husband Brad have two children and five grandchildren. Linda loves learning, reading, hiking, sewing, and cooking.

Learn More:

https://www.heartfinancialgroup.com/
https://www.LowerYourTaxesToday.com

Investment advisory services are offered through WealthWatch Advisors, an SEC registered investment advisor. Wealth Watch Advisors and Heart Financial Group are independent of one another. Please note that the registration with the SEC does not guarantee the success of investment advice.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-linda-jensen-principal-and-owner-of-heart-financial-group-discussing-new-website-loweryourtaxestoday-com]]>1145influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-linda-jensen-principal-and-owner-of-heart-financial-group-discussing-the-5-d-s-of-exit-planning--59202350
Since starting her own firm in 1997, Linda has enjoyed working with individuals and business owners helping them achieve their financial dreams and goals. She is an expert in all aspects of retirement planning.

Linda has lectured widely on financial topics to both the general public and business professionals. She is passionate about helping business owners leverage corporate cash to create benefits for the owner(s), and key employee(s) and to identify estate-planning solutions.

Linda calls the Pacific Northwest home. She married her college sweetheart. She and her husband Brad have two children and five grandchildren. Linda loves learning, reading, hiking, sewing, and cooking.

Learn More:

https://www.heartfinancialgroup.com/
https://www.LowerYourTaxesToday.com

Investment advisory services are offered through WealthWatch Advisors, an SEC registered investment advisor. Wealth Watch Advisors and Heart Financial Group are independent of one another. Please note that the registration with the SEC does not guarantee the success of investment advice.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-linda-jensen-principal-and-owner-of-heart-financial-group-discussing-the-5-ds-of-exit-planning]]>https://api.spreaker.com/episode/59202350Thu, 28 Mar 2024 00:29:57 +0000Mike Saunders, MBALinda has been self-employed for her entire life. A successful financial advisor since 1994, she has enjoyed all aspects of entrepreneurship, especially problem-solving, sizing up dilemmas, and working through complexities with creative solutions. She...
Since starting her own firm in 1997, Linda has enjoyed working with individuals and business owners helping them achieve their financial dreams and goals. She is an expert in all aspects of retirement planning.

Linda has lectured widely on financial topics to both the general public and business professionals. She is passionate about helping business owners leverage corporate cash to create benefits for the owner(s), and key employee(s) and to identify estate-planning solutions.

Linda calls the Pacific Northwest home. She married her college sweetheart. She and her husband Brad have two children and five grandchildren. Linda loves learning, reading, hiking, sewing, and cooking.

Learn More:

https://www.heartfinancialgroup.com/
https://www.LowerYourTaxesToday.com

Investment advisory services are offered through WealthWatch Advisors, an SEC registered investment advisor. Wealth Watch Advisors and Heart Financial Group are independent of one another. Please note that the registration with the SEC does not guarantee the success of investment advice.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-linda-jensen-principal-and-owner-of-heart-financial-group-discussing-the-5-ds-of-exit-planning]]>1235influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-linda-jensen-principal-and-owner-of-heart-financial-group-discussing-exit-planning-tax-mitigation--59156467
Since starting her own firm in 1997, Linda has enjoyed working with individuals and business owners helping them achieve their financial dreams and goals. She is an expert in all aspects of retirement planning.

Linda has lectured widely on financial topics to both the general public and business professionals. She is passionate about helping business owners leverage corporate cash to create benefits for the owner(s), and key employee(s) and to identify estate-planning solutions.

Linda calls the Pacific Northwest home. She married her college sweetheart. She and her husband Brad have two children and five grandchildren. Linda loves learning, reading, hiking, sewing, and cooking.

Learn More:

https://www.heartfinancialgroup.com/  

https://www.LowerYourTaxesToday.com

Investment advisory services are offered through WealthWatch Advisors, an SEC registered investment advisor. Wealth Watch Advisors and Heart Financial Group are independent of one another. Please note that the registration with the SEC does not guarantee the success of investment advice.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-linda-jensen-principal-and-owner-of-heart-financial-group-discussing-exit-planning-tax-mitigation]]>https://api.spreaker.com/episode/59156467Sun, 24 Mar 2024 20:45:24 +0000Mike Saunders, MBALinda has been self-employed for her entire life. A successful financial advisor since 1994, she has enjoyed all aspects of entrepreneurship, especially problem-solving, sizing up dilemmas, and working through complexities with creative solutions. She...
Since starting her own firm in 1997, Linda has enjoyed working with individuals and business owners helping them achieve their financial dreams and goals. She is an expert in all aspects of retirement planning.

Linda has lectured widely on financial topics to both the general public and business professionals. She is passionate about helping business owners leverage corporate cash to create benefits for the owner(s), and key employee(s) and to identify estate-planning solutions.

Linda calls the Pacific Northwest home. She married her college sweetheart. She and her husband Brad have two children and five grandchildren. Linda loves learning, reading, hiking, sewing, and cooking.

Learn More:

https://www.heartfinancialgroup.com/  

https://www.LowerYourTaxesToday.com

Investment advisory services are offered through WealthWatch Advisors, an SEC registered investment advisor. Wealth Watch Advisors and Heart Financial Group are independent of one another. Please note that the registration with the SEC does not guarantee the success of investment advice.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-linda-jensen-principal-and-owner-of-heart-financial-group-discussing-exit-planning-tax-mitigation]]>1273influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-rhett-chambers-founder-of-rhett-chambers-financial-services-discussing-business-insurance--59156436
Representing top carriers in the financial service industry, Rhett specializes in life insurance, term life, disability insurance, annuities, long-term care, and business succession planning. With a clientele spanning Tuscaloosa and beyond, he extends his services across Alabama and neighboring states like Mississippi, Louisiana, Texas, and Georgia.

Rhett, a devoted family man with a wife and three children, considers his career’s essence to be helping individuals make informed decisions for a secure financial future. Proudly involved in various industry organizations and his community, he actively coaches children in sports. Rhett has achieved the Million Dollar Roundtable (MDRT) organization’s achievement multiple years for production and quality of customer service work with clients. Balancing his professional pursuits, Rhett finds joy inshore fishing and reading, looking forward to growing in the industry and leveraging new technologies to better serve his clients’ evolving needs.

Learn more: https://www.linkedin.com/in/rhett-chambers-5b669758/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-rhett-chambers-founder-of-rhett-chambers-financial-services-discussing-business-insurance]]>https://api.spreaker.com/episode/59156436Sun, 24 Mar 2024 20:35:54 +0000Mike Saunders, MBARhett Chambers, a 2006 graduate of the University of Alabama, embarked on a dynamic career in financial services in 2007 as an agent for AIG. Over the years, he flourished at AIG, serving roles as a producer, advisor, and manager. In 2017, Rhett...
Representing top carriers in the financial service industry, Rhett specializes in life insurance, term life, disability insurance, annuities, long-term care, and business succession planning. With a clientele spanning Tuscaloosa and beyond, he extends his services across Alabama and neighboring states like Mississippi, Louisiana, Texas, and Georgia.

Rhett, a devoted family man with a wife and three children, considers his career’s essence to be helping individuals make informed decisions for a secure financial future. Proudly involved in various industry organizations and his community, he actively coaches children in sports. Rhett has achieved the Million Dollar Roundtable (MDRT) organization’s achievement multiple years for production and quality of customer service work with clients. Balancing his professional pursuits, Rhett finds joy inshore fishing and reading, looking forward to growing in the industry and leveraging new technologies to better serve his clients’ evolving needs.

Learn more: https://www.linkedin.com/in/rhett-chambers-5b669758/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-rhett-chambers-founder-of-rhett-chambers-financial-services-discussing-business-insurance]]>1072influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-linda-jensen-principal-and-owner-of-heart-financial-group-discussing-exit-planning--59155771
Since starting her firm in 1997, Linda has enjoyed working with individuals and business owners helping them achieve their financial dreams and goals. She is an expert in all aspects of retirement planning.

Linda has lectured widely on financial topics to both the general public and business professionals. She is passionate about helping business owners leverage corporate cash to create benefits for the owner(s), and key employee(s) and to identify estate-planning solutions.

Linda calls the Pacific Northwest home. She married her college sweetheart. She and her husband Brad have two children and five grandchildren. Linda loves learning, reading, hiking, sewing, and cooking.

Learn More:

https://www.heartfinancialgroup.com/
https://www.LowerYourTaxesToday.com

Investment advisory services are offered through WealthWatch Advisors, an SEC registered investment advisor. Wealth Watch Advisors and Heart Financial Group are independent of one another. Please note that the registration with the SEC does not guarantee the success of investment advice.


Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-linda-jensen-principal-and-owner-of-heart-financial-group-discussing-exit-planning]]>https://api.spreaker.com/episode/59155771Sun, 24 Mar 2024 18:59:31 +0000Mike Saunders, MBALinda has been self-employed for her entire life. A successful financial advisor since 1994, she has enjoyed all aspects of entrepreneurship, especially problem-solving, sizing up dilemmas, and working through complexities with creative solutions. She...
Since starting her firm in 1997, Linda has enjoyed working with individuals and business owners helping them achieve their financial dreams and goals. She is an expert in all aspects of retirement planning.

Linda has lectured widely on financial topics to both the general public and business professionals. She is passionate about helping business owners leverage corporate cash to create benefits for the owner(s), and key employee(s) and to identify estate-planning solutions.

Linda calls the Pacific Northwest home. She married her college sweetheart. She and her husband Brad have two children and five grandchildren. Linda loves learning, reading, hiking, sewing, and cooking.

Learn More:

https://www.heartfinancialgroup.com/
https://www.LowerYourTaxesToday.com

Investment advisory services are offered through WealthWatch Advisors, an SEC registered investment advisor. Wealth Watch Advisors and Heart Financial Group are independent of one another. Please note that the registration with the SEC does not guarantee the success of investment advice.


Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-linda-jensen-principal-and-owner-of-heart-financial-group-discussing-exit-planning]]>1212influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-kimberly-pohler-financial-strategist-with-pohler-financial-discussing-how-taxes-impact-retirement--59131261
Kimberly is an avid gardener who also enjoys cooking what she grows, hiking, campfires, and family fellowship. She lives in rural Indiana with her husband, Jeremy, her two sons, Blake and Preston, and their fur baby Yorkies, Brianna, Finnegan, and their German Shepherd, Gus. She is the author of The Money Garden: Purposeful Financial Planning for Your Seasons of Life.

Learn More: http://www.kimberlypohler.com

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-kimberly-pohler-financial-strategist-with-pohler-financial-discussing-how-taxes-impact-retirement]]>https://api.spreaker.com/episode/59131261Thu, 21 Mar 2024 22:18:32 +0000Mike Saunders, MBAKimberly Pohler, CLTC, CFed®, is passionate about helping others. She helps her clients navigate the confusing world of finance by educating them on how to plan for each season of their life. It goes beyond protecting your health. Kimberly has...
Kimberly is an avid gardener who also enjoys cooking what she grows, hiking, campfires, and family fellowship. She lives in rural Indiana with her husband, Jeremy, her two sons, Blake and Preston, and their fur baby Yorkies, Brianna, Finnegan, and their German Shepherd, Gus. She is the author of The Money Garden: Purposeful Financial Planning for Your Seasons of Life.

Learn More: http://www.kimberlypohler.com

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-kimberly-pohler-financial-strategist-with-pohler-financial-discussing-how-taxes-impact-retirement]]>1327influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-rhett-chambers-founder-of-rhett-chambers-financial-services-discussing-buy-sell-agreement-strategies--59131152
Representing top carriers in the financial service industry, Rhett specializes in life insurance, term life, disability insurance, annuities, long-term care, and business succession planning. With a clientele spanning Tuscaloosa and beyond, he extends his services across Alabama and neighboring states like Mississippi, Louisiana, Texas, and Georgia.

Rhett, a devoted family man with a wife and three children, considers his career’s essence to be helping individuals make informed decisions for a secure financial future. Proudly involved in various industry organizations and his community, he actively coaches children in sports. Rhett has achieved the Million Dollar Roundtable (MDRT) organization’s achievement multiple years for production and quality of customer service work with clients. Balancing his professional pursuits, Rhett finds joy inshore fishing and reading, looking forward to growing in the industry and leveraging new technologies to better serve his clients’ evolving needs.

Learn more: https://www.linkedin.com/in/rhett-chambers-5b669758/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-rhett-chambers-founder-of-rhett-chambers-financial-services-discussing-buy-sell-agreement-strategies]]>https://api.spreaker.com/episode/59131152Thu, 21 Mar 2024 22:04:35 +0000Mike Saunders, MBARhett Chambers, a 2006 graduate of the University of Alabama, embarked on a dynamic career in financial services in 2007 as an agent for AIG. Over the years, he flourished at AIG, serving roles as a producer, advisor, and manager. In 2017, Rhett...
Representing top carriers in the financial service industry, Rhett specializes in life insurance, term life, disability insurance, annuities, long-term care, and business succession planning. With a clientele spanning Tuscaloosa and beyond, he extends his services across Alabama and neighboring states like Mississippi, Louisiana, Texas, and Georgia.

Rhett, a devoted family man with a wife and three children, considers his career’s essence to be helping individuals make informed decisions for a secure financial future. Proudly involved in various industry organizations and his community, he actively coaches children in sports. Rhett has achieved the Million Dollar Roundtable (MDRT) organization’s achievement multiple years for production and quality of customer service work with clients. Balancing his professional pursuits, Rhett finds joy inshore fishing and reading, looking forward to growing in the industry and leveraging new technologies to better serve his clients’ evolving needs.

Learn more: https://www.linkedin.com/in/rhett-chambers-5b669758/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-rhett-chambers-founder-of-rhett-chambers-financial-services-discussing-buy-sell-agreement-strategies]]>1201influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-rhett-chambers-founder-of-rhett-chambers-financial-services-discussing-key-person-insurance--59118000
Representing top carriers in the financial service industry, Rhett specializes in life insurance, term life, disability insurance, annuities, long-term care, and business succession planning. With a clientele spanning Tuscaloosa and beyond, he extends his services across Alabama and neighboring states like Mississippi, Louisiana, Texas, and Georgia.

Rhett, a devoted family man with a wife and three children, considers his career’s essence to be helping individuals make informed decisions for a secure financial future. Proudly involved in various industry organizations and his community, he actively coaches children in sports. Rhett has achieved the Million Dollar Roundtable (MDRT) organization’s achievement multiple years for production and quality of customer service work with clients. Balancing his professional pursuits, Rhett finds joy inshore fishing and reading, looking forward to growing in the industry and leveraging new technologies to better serve his clients’ evolving needs.

Learn more: https://www.linkedin.com/in/rhett-chambers-5b669758/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-rhett-chambers-founder-of-rhett-chambers-financial-services-discussing-key-person-insurance]]>https://api.spreaker.com/episode/59118000Wed, 20 Mar 2024 22:00:05 +0000Mike Saunders, MBARhett Chambers, a 2006 graduate of the University of Alabama, embarked on a dynamic career in financial services in 2007 as an agent for AIG. Over the years, he flourished at AIG, serving roles as a producer, advisor, and manager. In 2017, Rhett...
Representing top carriers in the financial service industry, Rhett specializes in life insurance, term life, disability insurance, annuities, long-term care, and business succession planning. With a clientele spanning Tuscaloosa and beyond, he extends his services across Alabama and neighboring states like Mississippi, Louisiana, Texas, and Georgia.

Rhett, a devoted family man with a wife and three children, considers his career’s essence to be helping individuals make informed decisions for a secure financial future. Proudly involved in various industry organizations and his community, he actively coaches children in sports. Rhett has achieved the Million Dollar Roundtable (MDRT) organization’s achievement multiple years for production and quality of customer service work with clients. Balancing his professional pursuits, Rhett finds joy inshore fishing and reading, looking forward to growing in the industry and leveraging new technologies to better serve his clients’ evolving needs.

Learn more: https://www.linkedin.com/in/rhett-chambers-5b669758/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-rhett-chambers-founder-of-rhett-chambers-financial-services-discussing-key-person-insurance]]>1227influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-leisa-reid-founder-of-get-speaking-gigs-now-ceo-of-the-international-speaker-network--59117890
Throughout her years of working with speakers, the most frequent confessions she hears are: “I’ve always wanted to be a speaker,” but “I’m still working on my talk,” and “I’m not sure where to get booked.” It is her mission to collaborate with her clients so they can quickly and easily create their talks and deliver them to audiences that are a right fit.

Leisa has booked and delivered over 600 speaking engagements, is a 7-time author, podcast host and was awarded an Honorary Doctorate. Although she has both a Bachelor’s and a Master’s Degree in Speech Communication, she assures her clients those degrees are NOT required in order to be a speaker. She is a mom, a wife, a dog-lover, and loves live rock concerts.

Learn more: https://getspeakinggigsnow.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-leisa-reid-founder-of-get-speaking-gigs-now-ceo-of-the-international-speaker-network]]>https://api.spreaker.com/episode/59117890Wed, 20 Mar 2024 21:39:47 +0000Mike Saunders, MBALeisa trains entrepreneurs how to use public speaking as a SOUL FILLING business growth strategy. As a self-proclaimed “Talk Doula” she facilitates the birth of new talks all around the world in her “Get Your Talk Ready to Rock” sessions. Throughout...
Throughout her years of working with speakers, the most frequent confessions she hears are: “I’ve always wanted to be a speaker,” but “I’m still working on my talk,” and “I’m not sure where to get booked.” It is her mission to collaborate with her clients so they can quickly and easily create their talks and deliver them to audiences that are a right fit.

Leisa has booked and delivered over 600 speaking engagements, is a 7-time author, podcast host and was awarded an Honorary Doctorate. Although she has both a Bachelor’s and a Master’s Degree in Speech Communication, she assures her clients those degrees are NOT required in order to be a speaker. She is a mom, a wife, a dog-lover, and loves live rock concerts.

Learn more: https://getspeakinggigsnow.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-leisa-reid-founder-of-get-speaking-gigs-now-ceo-of-the-international-speaker-network]]>1202influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-shaun-clearwater-with-full-focus-financial-discussing-enhancing-a-company-retirement-plan--59094173
Learn More: http://www.fullfocusfinancial.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-shaun-clearwater-with-full-focus-financial-discussing-enhancing-a-company-retirement-plan]]>https://api.spreaker.com/episode/59094173Mon, 18 Mar 2024 22:58:40 +0000Mike Saunders, MBAShaun’s start in the financial services industry came from his desire to share both standard and advanced financial strategies with middle America across the kitchen table. Since his start in 2004 he’s shifted his focus to the 401(k) space where it...
Learn More: http://www.fullfocusfinancial.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-shaun-clearwater-with-full-focus-financial-discussing-enhancing-a-company-retirement-plan]]>1256influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-kimberly-pohler-financial-strategist-with-pohler-financial-discussing-how-life-insurance-fits-into-retirement--59092703
Kimberly is an avid gardener who also enjoys cooking what she grows, hiking, campfires, and family fellowship. She lives in rural Indiana with her husband, Jeremy, her two sons, Blake and Preston, and their fur baby Yorkies, Brianna and, Finnegan, and their German Shepherd, Gus. She is the author of The Money Garden: Purposeful Financial Planning for Your Seasons of Life.

Learn More: http://www.kimberlypohler.com

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-kimberly-pohler-financial-strategist-with-pohler-financial-discussing-how-life-insurance-fits-into-retirement]]>https://api.spreaker.com/episode/59092703Mon, 18 Mar 2024 21:16:16 +0000Mike Saunders, MBAKimberly Pohler, CLTC, CFed®, is passionate about helping others. She helps her clients navigate the confusing world of finance by educating them on how to plan for each season of their life. It goes beyond protecting your health. Kimberly has...
Kimberly is an avid gardener who also enjoys cooking what she grows, hiking, campfires, and family fellowship. She lives in rural Indiana with her husband, Jeremy, her two sons, Blake and Preston, and their fur baby Yorkies, Brianna and, Finnegan, and their German Shepherd, Gus. She is the author of The Money Garden: Purposeful Financial Planning for Your Seasons of Life.

Learn More: http://www.kimberlypohler.com

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-kimberly-pohler-financial-strategist-with-pohler-financial-discussing-how-life-insurance-fits-into-retirement]]>1167influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-kimberly-pohler-financial-strategist-with-pohler-financial-discussing-5-risks-of-retirement--59045434Kimberly is an avid gardener who also enjoys cooking what she grows, hiking, campfires, and family fellowship. She lives in rural Indiana with her husband, Jeremy, her two sons, Blake and Preston, and their fur baby Yorkies, Brianna, Finnegan and their German Shepherd, Gus. She is the author of The Money Garden: Purposeful Financial Planning for Your Seasons of Life.

Learn More: http://www.kimberlypohler.com

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-kimberly-pohler-financial-strategist-with-pohler-financial-discussing-5-risks-of-retirement]]>https://api.spreaker.com/episode/59045434Thu, 14 Mar 2024 14:34:47 +0000Mike Saunders, MBAKimberly Pohler, CLTC, CFed®, is passionate about helping others. She helps her clients navigate the confusing world of finance by educating them on how to plan for each season of their life. It goes beyond protecting your health. Kimberly has...Kimberly is an avid gardener who also enjoys cooking what she grows, hiking, campfires, and family fellowship. She lives in rural Indiana with her husband, Jeremy, her two sons, Blake and Preston, and their fur baby Yorkies, Brianna, Finnegan and their German Shepherd, Gus. She is the author of The Money Garden: Purposeful Financial Planning for Your Seasons of Life.

Learn More: http://www.kimberlypohler.com

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-kimberly-pohler-financial-strategist-with-pohler-financial-discussing-5-risks-of-retirement]]>1402influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-shaun-clearwater-with-full-focus-financial-discussing-company-retirement-plan-maintenance--59045135
Learn More: http://www.fullfocusfinancial.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-shaun-clearwater-with-full-focus-financial-discussing-company-retirement-plan-maintenance]]>https://api.spreaker.com/episode/59045135Thu, 14 Mar 2024 14:27:10 +0000Mike Saunders, MBAShaun’s start in the financial services industry came from his desire to share both standard and advanced financial strategies with middle America across the kitchen table. Since his start in 2004, he’s shifted his focus to the 401(k) space where it...
Learn More: http://www.fullfocusfinancial.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-shaun-clearwater-with-full-focus-financial-discussing-company-retirement-plan-maintenance]]>1220influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-dan-saccal-president-of-vision-wealth-management-discussing-preparing-for-the-unexpected-in-retirement--59044964
Learn More: https://vwminc.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-dan-saccal-president-of-vision-wealth-management-discussing-preparing-for-the-unexpected-in-retirement]]>https://api.spreaker.com/episode/59044964Thu, 14 Mar 2024 14:15:48 +0000Mike Saunders, MBADan graduated in 1988 with Honors from the University of Florida with a degree in Finance and has served clients as an independent financial advisor since 1994 providing peace of mind through guarantees so that they can enjoy their best years...
Learn More: https://vwminc.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-dan-saccal-president-of-vision-wealth-management-discussing-preparing-for-the-unexpected-in-retirement]]>1032influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-shaun-clearwater-with-full-focus-financial-discussing-unknown-flaws-in-company-retirement-plans--59034118
Learn More: http://www.fullfocusfinancial.com/


Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-shaun-clearwater-with-full-focus-financial-discussing-unknown-flaws-in-company-retirement-plans]]>https://api.spreaker.com/episode/59034118Wed, 13 Mar 2024 16:50:02 +0000Mike Saunders, MBAShaun’s start in the financial services industry came from his desire to share both standard and advanced financial strategies with middle America across the kitchen table. Since his start in 2004, he’s shifted his focus to the 401(k) space where it...
Learn More: http://www.fullfocusfinancial.com/


Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-shaun-clearwater-with-full-focus-financial-discussing-unknown-flaws-in-company-retirement-plans]]>1230influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-dan-saccal-president-of-vision-wealth-management-discussing-peace-of-mind-in-retirement--59005204
Learn More: https://vwminc.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-dan-saccal-president-of-vision-wealth-management-discussing-peace-of-mind-in-retirement]]>https://api.spreaker.com/episode/59005204Mon, 11 Mar 2024 17:15:27 +0000Mike Saunders, MBADan graduated in 1988 with Honors from the University of Florida with a degree in Finance and has served clients as an independent financial advisor since 1994 providing peace of mind through guarantees so that they can enjoy their best years...
Learn More: https://vwminc.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-dan-saccal-president-of-vision-wealth-management-discussing-peace-of-mind-in-retirement]]>1023influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-ronald-flores-founder-ceo-of-curious-finance--58962914
Within the bustling healthcare environment, Ronald observed the intricate interplay between healthcare professionals and the financial intricacies of running a medical practice. Inspired by the physicians he collaborated with, he developed a keen interest in the financial aspects of their work. However, he soon realized that merely being part of the healthcare system did not guarantee financial security.

Motivated by a desire for financial independence, Ronald sought guidance from financial companies, hoping to leverage their expertise in planning his path to autonomy. Unfortunately, he encountered barriers in the form of fees that seemed counterproductive to his financial goals.

Rather than succumbing to discouragement, these challenges fueled Ronald’s determination to take control of his financial destiny. Undeterred, he embarked on a journey of self-education, attending events and seminars to gain insights into personal finance, investment strategies, and retirement planning. Along the way, Ronald forged valuable partnerships with industry leaders, including Transamerica Corporation and Covered California, gaining a deeper understanding of financial practices across various industries.

While working with large financial institutions, Ronald realized that the industry lacked a company that could seamlessly combine financial solutions, financial literacy, and collaboration among financial professionals, mirroring the collaborative nature of the medical field. In 2017, he founded Curious Finance, driven by a mission to address these gaps and provide proactive consulting services.

Ronald’s transformation extended beyond personal gain; it became a mission to empower others. Recognizing the lack of financial literacy among peers and the younger generation, he became a Certified Financial Education Instructor with the National Financial Educator’s Council (NFEC), equipped to share his knowledge with those eager to navigate the complexities of personal finance.

His community-oriented approach led him to engage with young entrepreneurs in the Bay Area, serving as a judge for the Network of Teaching Entrepreneurship. Collaborating with business partners, he conducted personal finance workshops for students at California State University East Bay (CSUEB) and UC Davis, contributing to the financial education of the next generation.

Ronald’s commitment to financial education expanded as he joined the NFEC’s Personal Finance Speakers Association, broadening his reach and influence. His dedication to continuous learning is evident in his regular consumption of financial literature, keeping him at the forefront of industry trends.

Beyond his professional endeavors, Ronald is a man of diverse interests. He finds joy in traveling, attending sports events, and actively engaging in community volunteering, including initiatives for clean communities and blood donation. He passionately supports impactful community foundations.

Yet, amidst these varied pursuits, Ronald cherishes moments spent with his wife and two children, especially during family travels and shared experiences. His story is one of transformation, from navigating hospital corridors as a healthcare professional to becoming a Business Financial Consultant dedicated to empowering individuals, families, businesses, and communities. Ronald’s journey reflects not only personal growth but also a profound commitment to sharing the knowledge acquired along the way, ensuring that others can also chart their paths to financial prosperity.

Learn more: https://www.curious-finance.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-ronald-flores-founder-ceo-of-curious-finance]]>https://api.spreaker.com/episode/58962914Thu, 07 Mar 2024 20:15:28 +0000Mike Saunders, MBARonald’s narrative unfolds as a testament to resilience, self-discovery, and an unyielding dedication to helping others achieve financial success. Born into a modest family, he embraced the values of hard work and resourcefulness from an early age....
Within the bustling healthcare environment, Ronald observed the intricate interplay between healthcare professionals and the financial intricacies of running a medical practice. Inspired by the physicians he collaborated with, he developed a keen interest in the financial aspects of their work. However, he soon realized that merely being part of the healthcare system did not guarantee financial security.

Motivated by a desire for financial independence, Ronald sought guidance from financial companies, hoping to leverage their expertise in planning his path to autonomy. Unfortunately, he encountered barriers in the form of fees that seemed counterproductive to his financial goals.

Rather than succumbing to discouragement, these challenges fueled Ronald’s determination to take control of his financial destiny. Undeterred, he embarked on a journey of self-education, attending events and seminars to gain insights into personal finance, investment strategies, and retirement planning. Along the way, Ronald forged valuable partnerships with industry leaders, including Transamerica Corporation and Covered California, gaining a deeper understanding of financial practices across various industries.

While working with large financial institutions, Ronald realized that the industry lacked a company that could seamlessly combine financial solutions, financial literacy, and collaboration among financial professionals, mirroring the collaborative nature of the medical field. In 2017, he founded Curious Finance, driven by a mission to address these gaps and provide proactive consulting services.

Ronald’s transformation extended beyond personal gain; it became a mission to empower others. Recognizing the lack of financial literacy among peers and the younger generation, he became a Certified Financial Education Instructor with the National Financial Educator’s Council (NFEC), equipped to share his knowledge with those eager to navigate the complexities of personal finance.

His community-oriented approach led him to engage with young entrepreneurs in the Bay Area, serving as a judge for the Network of Teaching Entrepreneurship. Collaborating with business partners, he conducted personal finance workshops for students at California State University East Bay (CSUEB) and UC Davis, contributing to the financial education of the next generation.

Ronald’s commitment to financial education expanded as he joined the NFEC’s Personal Finance Speakers Association, broadening his reach and influence. His dedication to continuous learning is evident in his regular consumption of financial literature, keeping him at the forefront of industry trends.

Beyond his professional endeavors, Ronald is a man of diverse interests. He finds joy in traveling, attending sports events, and actively engaging in community volunteering, including initiatives for clean communities and blood donation. He passionately supports impactful community foundations.

Yet, amidst these varied pursuits, Ronald cherishes moments spent with his wife and two children, especially during family travels and shared experiences. His story is one of transformation, from navigating hospital corridors as a healthcare professional to becoming a Business Financial Consultant dedicated to empowering individuals, families, businesses, and communities. Ronald’s journey reflects not only personal growth but also a profound commitment to sharing the knowledge acquired along the way, ensuring that others...]]>1185influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-dan-saccal-president-of-vision-wealth-management-discussing-major-issues-facing-people-in-or-near-retirement--58962794
Learn More: https://vwminc.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-dan-saccal-president-of-vision-wealth-management-discussing-major-issues-facing-people-in-or-near-retirement]]>https://api.spreaker.com/episode/58962794Thu, 07 Mar 2024 20:05:56 +0000Mike Saunders, MBADan graduated in 1988 with Honors from the University of Florida with a degree in Finance and has served clients as an independent financial advisor since 1994 providing peace of mind through guarantees so that they can enjoy their best years...
Learn More: https://vwminc.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-dan-saccal-president-of-vision-wealth-management-discussing-major-issues-facing-people-in-or-near-retirement]]>909influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-paul-stawinski-cff-clu-founder-of-clu-wealth-advisors-discussing-business-continuation-considerations--58959130
Founded by Paul Stawinski CFF, CLU Wealth Advisors, has maintained relationships with clients in ways only a boutique business can, acknowledging and focusing on the individual needs and solutions specific only to them. Our practice centers its Financial Planning strategies around each individual’s investment and Insurance objectives, wealth management needs, and risk tolerance, providing a complete financial platform for our client’s lives. Paul is a Certified Financial Fiduciary.

Learn More: http://CLUWealthAdvisors.com

Securities are offered through Garden State Securities, Inc., (GSS). Member FINRA, SIPC. 328 Newman Springs Road, Red Bank, NJ 07701. 732-280-6886. Advisory services are offered through Garden State Investment Advisory Services, LLC, an SEC-registered Investment advisor. CLU Wealth Advisors is an independent branch office affiliate of GSS and GSIAS.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-paul-stawinski-cff-clu-founder-of-clu-wealth-advisors-discussing-business-continuation-considerations]]>https://api.spreaker.com/episode/58959130Thu, 07 Mar 2024 16:17:38 +0000Mike Saunders, MBACLU Wealth Advisors is a full-service wealth management firm that specializes in personal and corporate financial planning including comprehensive wealth accumulation and estate planning. Our focus includes clients in the entertainment, fashion, and...
Founded by Paul Stawinski CFF, CLU Wealth Advisors, has maintained relationships with clients in ways only a boutique business can, acknowledging and focusing on the individual needs and solutions specific only to them. Our practice centers its Financial Planning strategies around each individual’s investment and Insurance objectives, wealth management needs, and risk tolerance, providing a complete financial platform for our client’s lives. Paul is a Certified Financial Fiduciary.

Learn More: http://CLUWealthAdvisors.com

Securities are offered through Garden State Securities, Inc., (GSS). Member FINRA, SIPC. 328 Newman Springs Road, Red Bank, NJ 07701. 732-280-6886. Advisory services are offered through Garden State Investment Advisory Services, LLC, an SEC-registered Investment advisor. CLU Wealth Advisors is an independent branch office affiliate of GSS and GSIAS.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-paul-stawinski-cff-clu-founder-of-clu-wealth-advisors-discussing-business-continuation-considerations]]>1455influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-ericka-e-kelly-author-global-professional-speaker-executive-coach-and-leadership-trainer--58934241
Ericka E. Kelly wrote this book to provide a different roadmap for military members who want to transition well from their military careers and find incredible civilian opportunities. With her extensive experience and knowledge, she aims to empower her readers to navigate this transition with confidence and determination.

She is uniquely qualified to help transitioning military members reach their goals. With her background as the Senior Enlisted Advisor to the Chief of the Air Force Reserve and Command Chief Master Sergeant for the Air Force Reserve Command, she offers valuable insights and practical advice.

Additionally, as a European Mentoring and Coaching Council (EMCC) Master Coach, she is an iconic mindset expert. With her Certificates as a John C. Maxwell speaker, trainer, and licensed DISC trainer and consultant, she brings a wealth of expertise in communication skills and personality styles.

Her civilian professional background includes serving as a Senior Special Agent for the Departments of Justice and Homeland Security. Notably, Ericka was honored by the United States Congress for her invaluable contributions to the nation’s security.

Ericka E. Kelly’s educational achievements include a bachelor’s degree in criminal justice and a master’s in business administration.

Learn More: https://erickakellyenterprises.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-ericka-e-kelly-author-global-professional-speaker-executive-coach-and-leadership-trainer]]>https://api.spreaker.com/episode/58934241Tue, 05 Mar 2024 17:11:50 +0000Mike Saunders, MBAAs a 32-year veteran of the military, Ericka E. Kelly has seen and experienced it all when it comes to transitioning from a military career to civilian life. Her latest book, “Take Charge of Your Military Transition,” is a guide for transitioning...
Ericka E. Kelly wrote this book to provide a different roadmap for military members who want to transition well from their military careers and find incredible civilian opportunities. With her extensive experience and knowledge, she aims to empower her readers to navigate this transition with confidence and determination.

She is uniquely qualified to help transitioning military members reach their goals. With her background as the Senior Enlisted Advisor to the Chief of the Air Force Reserve and Command Chief Master Sergeant for the Air Force Reserve Command, she offers valuable insights and practical advice.

Additionally, as a European Mentoring and Coaching Council (EMCC) Master Coach, she is an iconic mindset expert. With her Certificates as a John C. Maxwell speaker, trainer, and licensed DISC trainer and consultant, she brings a wealth of expertise in communication skills and personality styles.

Her civilian professional background includes serving as a Senior Special Agent for the Departments of Justice and Homeland Security. Notably, Ericka was honored by the United States Congress for her invaluable contributions to the nation’s security.

Ericka E. Kelly’s educational achievements include a bachelor’s degree in criminal justice and a master’s in business administration.

Learn More: https://erickakellyenterprises.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-ericka-e-kelly-author-global-professional-speaker-executive-coach-and-leadership-trainer]]>1295influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-paul-stawinski-cff-clu-founder-of-clu-wealth-advisors-discussing-tax-efficient-investing--58934162
Founded by Paul Stawinski CFF, CLU Wealth Advisors, has maintained relationships with clients in ways only a boutique business can, acknowledging and focusing on the individual needs and solutions specific only to them. Our practice centers its Financial Planning strategies around each individual’s investment and Insurance objectives, wealth management needs, and risk tolerance, providing a complete financial platform for our client’s lives. Paul is a Certified Financial Fiduciary.

Learn More: http://CLUWealthAdvisors.com

Securities are offered through Garden State Securities, Inc., (GSS). Member FINRA, SIPC. 328 Newman Springs Road, Red Bank, NJ 07701. 732-280-6886. Advisory services are offered through Garden State Investment Advisory Services, LLC, an SEC-registered Investment advisor. CLU Wealth Advisors is an independent branch office affiliate of GSS and GSIAS.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-paul-stawinski-cff-clu-founder-of-clu-wealth-advisors-discussing-tax-efficient-investing]]>https://api.spreaker.com/episode/58934162Tue, 05 Mar 2024 17:04:30 +0000Mike Saunders, MBACLU Wealth Advisors is a full-service wealth management firm that specializes in personal and corporate financial planning including comprehensive wealth accumulation and estate planning. Our focus includes clients in the entertainment, fashion, and...
Founded by Paul Stawinski CFF, CLU Wealth Advisors, has maintained relationships with clients in ways only a boutique business can, acknowledging and focusing on the individual needs and solutions specific only to them. Our practice centers its Financial Planning strategies around each individual’s investment and Insurance objectives, wealth management needs, and risk tolerance, providing a complete financial platform for our client’s lives. Paul is a Certified Financial Fiduciary.

Learn More: http://CLUWealthAdvisors.com

Securities are offered through Garden State Securities, Inc., (GSS). Member FINRA, SIPC. 328 Newman Springs Road, Red Bank, NJ 07701. 732-280-6886. Advisory services are offered through Garden State Investment Advisory Services, LLC, an SEC-registered Investment advisor. CLU Wealth Advisors is an independent branch office affiliate of GSS and GSIAS.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-paul-stawinski-cff-clu-founder-of-clu-wealth-advisors-discussing-tax-efficient-investing]]>1097influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-paul-stawinski-founder-of-clu-wealth-advisors-discussing-inheritance-positioning--58879298
Founded by Paul Stawinski CFF, CLU Wealth Advisors, has maintained relationships with clients in ways only a boutique business can, acknowledging and focusing on the individual needs and solutions specific only to them. Our practice centers its Financial Planning strategies around each individual’s investment and Insurance objectives, wealth management needs, and risk tolerance, providing a complete financial platform for our client’s lives. Paul is a Certified Financial Fiduciary.

Learn More: http://theclu.com/

Securities are offered through Garden State Securities, Inc., (GSS). Member FINRA, SIPC. 328 Newman Springs Road, Red Bank, NJ 07701. 732-280-6886. Advisory services are offered through Garden State Investment Advisory Services, LLC, an SEC-registered Investment advisor. CLU Wealth Advisors is an independent branch office affiliate of GSS and GSIAS.


Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-paul-stawinski-founder-of-clu-wealth-advisors-discussing-inheritance-positioning]]>https://api.spreaker.com/episode/58879298Thu, 29 Feb 2024 19:07:48 +0000Mike Saunders, MBACLU Wealth Advisors is a full-service wealth management firm that specializes in personal and corporate financial planning including comprehensive wealth accumulation and estate planning. Our focus includes clients in the entertainment, fashion, and...
Founded by Paul Stawinski CFF, CLU Wealth Advisors, has maintained relationships with clients in ways only a boutique business can, acknowledging and focusing on the individual needs and solutions specific only to them. Our practice centers its Financial Planning strategies around each individual’s investment and Insurance objectives, wealth management needs, and risk tolerance, providing a complete financial platform for our client’s lives. Paul is a Certified Financial Fiduciary.

Learn More: http://theclu.com/

Securities are offered through Garden State Securities, Inc., (GSS). Member FINRA, SIPC. 328 Newman Springs Road, Red Bank, NJ 07701. 732-280-6886. Advisory services are offered through Garden State Investment Advisory Services, LLC, an SEC-registered Investment advisor. CLU Wealth Advisors is an independent branch office affiliate of GSS and GSIAS.


Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-paul-stawinski-founder-of-clu-wealth-advisors-discussing-inheritance-positioning]]>1295influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-james-johnson-president-owner-of-all-mark-insurance-services-guaranteed-income--58852864
As an ex-Marine and black belt in Judo, James does nothing in life he isn’t passionate about. His continual interest in provoking thought and conversation led him to the financial industry. “Being able to help hundreds of individuals, families, and business owners achieve their goals in life not only financially, but spiritually,” James states, “is a very powerful thing.”

James has aligned himself with hundreds of his clients who are willing to learn and take control of their future. His core belief is only when we are learning, are we growing.

James is consistently top in his field; staying educated and staying on the cutting edge of laws, regulations, and industry news. He is a proud member of Million Dollar Round Table (MDRT), and was a Master Elite Advisor for Ed Slott (America’s IRA Expert) for 9 years.

With this vast knowledge of the financial industry, he was chosen as an expert on the “Ask the Expert” program series on AM radio in the Inland Empire.

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

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-james-johnson-president-owner-of-all-mark-insurance-services-guaranteed-income]]>https://api.spreaker.com/episode/58852864Tue, 27 Feb 2024 16:36:54 +0000Mike Saunders, MBAJames has been a business owner, a mentor, and an entrepreneur for over 28 years. As an ex-Marine and black belt in Judo, James does nothing in life he isn’t passionate about. His continual interest in provoking thought and conversation led him to...
As an ex-Marine and black belt in Judo, James does nothing in life he isn’t passionate about. His continual interest in provoking thought and conversation led him to the financial industry. “Being able to help hundreds of individuals, families, and business owners achieve their goals in life not only financially, but spiritually,” James states, “is a very powerful thing.”

James has aligned himself with hundreds of his clients who are willing to learn and take control of their future. His core belief is only when we are learning, are we growing.

James is consistently top in his field; staying educated and staying on the cutting edge of laws, regulations, and industry news. He is a proud member of Million Dollar Round Table (MDRT), and was a Master Elite Advisor for Ed Slott (America’s IRA Expert) for 9 years.

With this vast knowledge of the financial industry, he was chosen as an expert on the “Ask the Expert” program series on AM radio in the Inland Empire.

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

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-james-johnson-president-owner-of-all-mark-insurance-services-guaranteed-income]]>1257influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-james-johnson-president-owner-of-all-mark-insurance-services-how-life-insurance-fits-into-retirement--58803453
As an ex-Marine and black belt in Judo, James does nothing in life he isn’t passionate about. His continual interest in provoking thought and conversation led him to the financial industry. “Being able to help hundreds of individuals, families, and business owners achieve their goals in life not only financially, but spiritually,” James states, “is a very powerful thing.”

James has aligned himself with hundreds of his clients who are willing to learn and take control of their future. His core belief is only when we are learning, are we growing.

James is consistently top in his field; staying educated and staying on the cutting edge of laws, regulations, and industry news. He is a proud member of Million Dollar Round Table (MDRT), and was a Master Elite Advisor for Ed Slott (America’s IRA Expert) for 9 years.

With this vast knowledge of the financial industry, he was chosen as an expert on the “Ask the Expert” program series on AM radio in the Inland Empire.

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

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-james-johnson-president-owner-of-all-mark-insurance-services-how-life-insurance-fits-into-retirement]]>https://api.spreaker.com/episode/58803453Fri, 23 Feb 2024 22:46:11 +0000Mike Saunders, MBAJames has been a business owner, a mentor, and an entrepreneur for over 28 years. As an ex-Marine and black belt in Judo, James does nothing in life he isn’t passionate about. His continual interest in provoking thought and conversation led him to...
As an ex-Marine and black belt in Judo, James does nothing in life he isn’t passionate about. His continual interest in provoking thought and conversation led him to the financial industry. “Being able to help hundreds of individuals, families, and business owners achieve their goals in life not only financially, but spiritually,” James states, “is a very powerful thing.”

James has aligned himself with hundreds of his clients who are willing to learn and take control of their future. His core belief is only when we are learning, are we growing.

James is consistently top in his field; staying educated and staying on the cutting edge of laws, regulations, and industry news. He is a proud member of Million Dollar Round Table (MDRT), and was a Master Elite Advisor for Ed Slott (America’s IRA Expert) for 9 years.

With this vast knowledge of the financial industry, he was chosen as an expert on the “Ask the Expert” program series on AM radio in the Inland Empire.

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

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-james-johnson-president-owner-of-all-mark-insurance-services-how-life-insurance-fits-into-retirement]]>1559influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-james-johnson-president-owner-of-all-mark-insurance-services-how-taxes-impact-retirement--58789127
As an ex-Marine and black belt in Judo, James does nothing in life he isn’t passionate about. His continual interest in provoking thought and conversation led him to the financial industry. “Being able to help hundreds of individuals, families, and business owners achieve their goals in life not only financially, but spiritually,” James states, “is a very powerful thing.”

James has aligned himself with hundreds of his clients who are willing to learn and take control of their future. His core belief is only when we are learning, are we growing.

James is consistently top in his field; staying educated and staying on the cutting edge of laws, regulations, and industry news. He is a proud member of Million Dollar Round Table (MDRT), and was a Master Elite Advisor for Ed Slott (America’s IRA Expert) for 9 years.

With this vast knowledge of the financial industry, he was chosen as an expert on the “Ask the Expert” program series on AM radio in the Inland Empire.


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

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-james-johnson-president-owner-of-all-mark-insurance-services-how-taxes-impact-retirement]]>https://api.spreaker.com/episode/58789127Thu, 22 Feb 2024 20:37:49 +0000Mike Saunders, MBAJames has been a business owner, a mentor, and an entrepreneur for over 28 years. As an ex-Marine and black belt in Judo, James does nothing in life he isn’t passionate about. His continual interest in provoking thought and conversation led him to...
As an ex-Marine and black belt in Judo, James does nothing in life he isn’t passionate about. His continual interest in provoking thought and conversation led him to the financial industry. “Being able to help hundreds of individuals, families, and business owners achieve their goals in life not only financially, but spiritually,” James states, “is a very powerful thing.”

James has aligned himself with hundreds of his clients who are willing to learn and take control of their future. His core belief is only when we are learning, are we growing.

James is consistently top in his field; staying educated and staying on the cutting edge of laws, regulations, and industry news. He is a proud member of Million Dollar Round Table (MDRT), and was a Master Elite Advisor for Ed Slott (America’s IRA Expert) for 9 years.

With this vast knowledge of the financial industry, he was chosen as an expert on the “Ask the Expert” program series on AM radio in the Inland Empire.


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

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-james-johnson-president-owner-of-all-mark-insurance-services-how-taxes-impact-retirement]]>1588influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-kevin-guttman-reverse-mortgage-specialist--58767902
As he got older, Kevin and his brothers began fixing up properties for their father, and eventually Kevin began managing them.

But before he began his own career in real estate, Kevin started on his life-long path of helping others. He spent years in the ministry and in the non-profit world. He traveled the country to raise money for projects in the developing world, helping people have clean water, medical clinics, schools, and enterprise loans to build businesses.

Since 2004, Kevin and his team have helped hundreds of homeowners get mortgages, with a close rate 50% above the industry average.

So why reverse mortgages? It’s all about helping people live the retirement lifestyle they deserve. Kevin says he’s met with so many seniors who are house-rich and cash-poor. They have no pension, they’re relying on Social Security, and many are working well past retirement age because they’re worried about their financial future. Kevin believes it’s his mission to inform and educate people, give them honest Reverse Mortgage In Denver answers and advice, and help them consider their options.

On the home front, Kevin and his wife Sabrena have been married since 1988. They have five children and one grandchild. He’s proud of all of them, and he’s also proud that his customers like to tell him he treats them like family.

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

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-kevin-guttman-reverse-mortgage-specialist]]>https://api.spreaker.com/episode/58767902Wed, 21 Feb 2024 17:55:08 +0000Mike Saunders, MBAIt’s only natural that Kevin A. Guttman helps people with reverse mortgages. He’s been around real estate practically his whole life. His parents were realtors and investors in southern California. Kevin grew up tagging along with his dad to look at...
As he got older, Kevin and his brothers began fixing up properties for their father, and eventually Kevin began managing them.

But before he began his own career in real estate, Kevin started on his life-long path of helping others. He spent years in the ministry and in the non-profit world. He traveled the country to raise money for projects in the developing world, helping people have clean water, medical clinics, schools, and enterprise loans to build businesses.

Since 2004, Kevin and his team have helped hundreds of homeowners get mortgages, with a close rate 50% above the industry average.

So why reverse mortgages? It’s all about helping people live the retirement lifestyle they deserve. Kevin says he’s met with so many seniors who are house-rich and cash-poor. They have no pension, they’re relying on Social Security, and many are working well past retirement age because they’re worried about their financial future. Kevin believes it’s his mission to inform and educate people, give them honest Reverse Mortgage In Denver answers and advice, and help them consider their options.

On the home front, Kevin and his wife Sabrena have been married since 1988. They have five children and one grandchild. He’s proud of all of them, and he’s also proud that his customers like to tell him he treats them like family.

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

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-kevin-guttman-reverse-mortgage-specialist]]>1221influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-ari-galper-the-world-s-1-authority-on-trust-based-selling--58679120
Ari Galper is the world’s number-one authority on trust-based selling and has been featured in CEO Magazine, Forbes, INC Magazine, SkyNews, and the Australian Financial Review.

As trust becomes the most important currency in the new economy, the act of selling as a dehumanizing process with endless “chasing”, has been completely re-invented and anchored in the timeless values of integrity and trust – through Trust-Based Selling.

In his best-selling book, “Unlock The Sales Game”, Ari describes his revolutionary sales approach based on getting to the truth and why having a mindset of focusing on deep trust, instead of “the sale” – is ironically, 10 times more profitable.

Ari Galper has been on a mission for the last decade to change the world through trust, starting with the sales and business world.



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

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-ari-galper-the-worlds-1-authority-on-trust-based-selling]]>https://api.spreaker.com/episode/58679120Wed, 14 Feb 2024 00:34:19 +0000Mike Saunders, MBAHis new book “Unlock The Sales Game” has become an instant best-seller among business owners and entrepreneurs across the globe. Ari Galper is the world’s number-one authority on trust-based selling and has been featured in CEO Magazine, Forbes, INC...
Ari Galper is the world’s number-one authority on trust-based selling and has been featured in CEO Magazine, Forbes, INC Magazine, SkyNews, and the Australian Financial Review.

As trust becomes the most important currency in the new economy, the act of selling as a dehumanizing process with endless “chasing”, has been completely re-invented and anchored in the timeless values of integrity and trust – through Trust-Based Selling.

In his best-selling book, “Unlock The Sales Game”, Ari describes his revolutionary sales approach based on getting to the truth and why having a mindset of focusing on deep trust, instead of “the sale” – is ironically, 10 times more profitable.

Ari Galper has been on a mission for the last decade to change the world through trust, starting with the sales and business world.



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

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-ari-galper-the-worlds-1-authority-on-trust-based-selling]]>1427influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-jessper-maquindang-owner-of-familead-management-consulting--58611620
Learn more: http://www.famileadconsulting.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-jessper-maquindang-owner-of-familead-management-consulting]]>https://api.spreaker.com/episode/58611620Thu, 08 Feb 2024 16:43:52 +0000Mike Saunders, MBAJessper Maquindang (pronounced MAWK-WIN-DANG) is the owner of FamiLEAD Management Consulting, which helps leaders and managers build stronger teams. With over 12 years of experience improving the effectiveness and productivity of many teams, including...
Learn more: http://www.famileadconsulting.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-jessper-maquindang-owner-of-familead-management-consulting]]>1234influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-jonathan-leonard-founder-of-leonard-financial-solutions-discussing-protected-income--58578141
It is Jonathan’s main focus to build his practice based off of honesty and integrity. He cares more about serving his client’s best interests rather than making a “sale.” If you have an existing policy or plan that already suits your needs, Jonathan will always let you know that you are in good hands. He prides himself on ensuring every client he meets finds value in investing their time with him.


Learn More:
http://www.leonardfs.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-jonathan-leonard-founder-of-leonard-financial-solutions-discussing-protected-income]]>https://api.spreaker.com/episode/58578141Mon, 05 Feb 2024 18:39:50 +0000Mike Saunders, MBAJonathan founded Leonard Financial Solutions out of his strong desire to improve the lives of everyone he meets. For the majority of his career, Jonathan has worked for non-profit companies and in church ministry. Seeking a career change while still...
It is Jonathan’s main focus to build his practice based off of honesty and integrity. He cares more about serving his client’s best interests rather than making a “sale.” If you have an existing policy or plan that already suits your needs, Jonathan will always let you know that you are in good hands. He prides himself on ensuring every client he meets finds value in investing their time with him.


Learn More:
http://www.leonardfs.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-jonathan-leonard-founder-of-leonard-financial-solutions-discussing-protected-income]]>1403influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-jonathan-leonard-founder-of-leonard-financial-solutions-discussing-market-risk--58539274
It is Jonathan’s main focus to build his practice based on honesty and integrity. He cares more about serving his client’s best interests rather than making a “sale.” If you have an existing policy or plan that already suits your needs, Jonathan will always let you know that you are in good hands. He prides himself on ensuring every client he meets finds value in investing their time with him.

Learn More:
http://www.leonardfs.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-jonathan-leonard-founder-of-leonard-financial-solutions-discussing-market-risk]]>https://api.spreaker.com/episode/58539274Fri, 02 Feb 2024 01:48:25 +0000Mike Saunders, MBAJonathan founded Leonard Financial Solutions out of his strong desire to improve the lives of everyone he meets. For the majority of his career, Jonathan has worked for non-profit companies and in church ministry. Seeking a career change while still...
It is Jonathan’s main focus to build his practice based on honesty and integrity. He cares more about serving his client’s best interests rather than making a “sale.” If you have an existing policy or plan that already suits your needs, Jonathan will always let you know that you are in good hands. He prides himself on ensuring every client he meets finds value in investing their time with him.

Learn More:
http://www.leonardfs.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-jonathan-leonard-founder-of-leonard-financial-solutions-discussing-market-risk]]>1370influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-jonathan-leonard-founder-of-leonard-financial-solutions-discussing-longevity-risk--58516504
It is Jonathan’s main focus to build his practice based on honesty and integrity. He cares more about serving his client’s best interests rather than making a “sale.” If you have an existing policy or plan that already suits your needs, Jonathan will always let you know that you are in good hands. He prides himself on ensuring every client he meets finds value in investing their time with him.

Learn More: http://www.leonardfs.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-jonathan-leonard-founder-of-leonard-financial-solutions-discussing-longevity-risk]]>https://api.spreaker.com/episode/58516504Wed, 31 Jan 2024 16:46:23 +0000Mike Saunders, MBAJonathan founded Leonard Financial Solutions out of his strong desire to improve the lives of everyone he meets. For the majority of his career, Jonathan has worked for non-profit companies and in church ministry. Seeking a change of career while...
It is Jonathan’s main focus to build his practice based on honesty and integrity. He cares more about serving his client’s best interests rather than making a “sale.” If you have an existing policy or plan that already suits your needs, Jonathan will always let you know that you are in good hands. He prides himself on ensuring every client he meets finds value in investing their time with him.

Learn More: http://www.leonardfs.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-jonathan-leonard-founder-of-leonard-financial-solutions-discussing-longevity-risk]]>1399influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-john-terry-the-black-belt-leader--58516284


Learn more:
https://www.beablackbeltleader.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-john-terry-the-black-belt-leader]]>https://api.spreaker.com/episode/58516284Wed, 31 Jan 2024 16:34:48 +0000Mike Saunders, MBADr. John is a 3-Time Martial Arts Hall of Fame inductee, 2-Time Best-Selling Author, and international speaker, coach, and trainer committed to helping individuals and organizations become World-Class Masters of Who They Are and What They Do. He is a...


Learn more:
https://www.beablackbeltleader.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-john-terry-the-black-belt-leader]]>1471influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-alex-khassa-founder-of-clients-blackbox--58490434
Learn more:
http://clientsblackbox.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-alex-khassa-founder-of-clients-blackbox]]>https://api.spreaker.com/episode/58490434Mon, 29 Jan 2024 16:20:43 +0000Mike Saunders, MBAFounder of ClientsBlackbox.com. He helps large retirement planning firms triple their revenue using his wildly profitable virtual marketing system. Learn more: http://clientsblackbox.com/ Influential Entrepreneurs with Mike Saunders...
Learn more:
http://clientsblackbox.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-alex-khassa-founder-of-clients-blackbox]]>1639influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-renee-kennedy-president-of-aaa-life-solutions-discussing-biggest-retiree-regrets--58490261
The focus is on customizing employee benefits plans for businesses to reduce or eliminate costs while offering tax savings. They also specialize in life insurance strategies, 401(k) rollovers, and more to help individuals and businesses build tax-free retirements, secure long-term care and death benefits, and more.

At AAA Life Solutions, They always put clients first, with excellent customer service and up-to-date insurance strategies tailored to their individual needs. They do their due diligence to ensure that they make the right decisions for their clients, knowing that their choices will affect them for a lifetime.

They provide peaceful solutions in uncertain times.

Learn More: https://aaalifesolutions.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-renee-kennedy-president-of-aaa-life-solutions-discussing-biggest-retiree-regrets]]>https://api.spreaker.com/episode/58490261Mon, 29 Jan 2024 16:12:02 +0000Mike Saunders, MBARenée Kennedy brings over 25 years of industry experience to the table. Their priority is always their clients and their financial stability, which is why they listen to their objectives and design innovative, personalized strategies that meet their...
The focus is on customizing employee benefits plans for businesses to reduce or eliminate costs while offering tax savings. They also specialize in life insurance strategies, 401(k) rollovers, and more to help individuals and businesses build tax-free retirements, secure long-term care and death benefits, and more.

At AAA Life Solutions, They always put clients first, with excellent customer service and up-to-date insurance strategies tailored to their individual needs. They do their due diligence to ensure that they make the right decisions for their clients, knowing that their choices will affect them for a lifetime.

They provide peaceful solutions in uncertain times.

Learn More: https://aaalifesolutions.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-renee-kennedy-president-of-aaa-life-solutions-discussing-biggest-retiree-regrets]]>1835influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-james-lavorgna-founder-of-spencer-advisory-services-discussing-succession-legacy-planning--58490066
He is also the Managing Member of Spencer Advisory Services, LLC, and a Certified Team Based Model Consultant.
He has spent his career consulting with successful business owners and high-net-worth families.

Learn More: https://spencervfo.com/

Spencer Advisory Services, LLC and Forsyth Wealth Management, Inc. does not offer tax, legal advice or investment advice directly. We strongly encourage you to seek advice from your own qualified tax and/or legal experts regarding the best options for your particular circumstances. Investment advisory services are offered through FWM www.forsythwms.com. Life, long-term disability, long-term care, or other non-variable insurance products are offered individually through licensed insurance producers. All non-investment advice is offered through Spencer Advisory Services, LLC. In compliance with Circular 230, any U.S. tax advice contained in the body of this email, including attachments, was not intended or written, to be used and cannot be used, by the recipient for the purposes of avoiding penalties that may be imposed under the Internal Revenue Code or applicable state or local tax laws.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-james-lavorgna-founder-of-spencer-advisory-services-discussing-succession-legacy-planning]]>https://api.spreaker.com/episode/58490066Mon, 29 Jan 2024 15:54:17 +0000Mike Saunders, MBAMr. Lavorgna started in the insurance business in 1976 and has been in the financial services industry for 45 years. He earned his Certified Financial Planning designation in 1984. He also has earned a Bachelor of Science in Finance, Juris Doctor...
He is also the Managing Member of Spencer Advisory Services, LLC, and a Certified Team Based Model Consultant.
He has spent his career consulting with successful business owners and high-net-worth families.

Learn More: https://spencervfo.com/

Spencer Advisory Services, LLC and Forsyth Wealth Management, Inc. does not offer tax, legal advice or investment advice directly. We strongly encourage you to seek advice from your own qualified tax and/or legal experts regarding the best options for your particular circumstances. Investment advisory services are offered through FWM www.forsythwms.com. Life, long-term disability, long-term care, or other non-variable insurance products are offered individually through licensed insurance producers. All non-investment advice is offered through Spencer Advisory Services, LLC. In compliance with Circular 230, any U.S. tax advice contained in the body of this email, including attachments, was not intended or written, to be used and cannot be used, by the recipient for the purposes of avoiding penalties that may be imposed under the Internal Revenue Code or applicable state or local tax laws.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-james-lavorgna-founder-of-spencer-advisory-services-discussing-succession-legacy-planning]]>1437influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-renee-kennedy-president-of-aaa-life-solutions-discussing-financial-forecast-dark-storms-ahead-then-bright-and-clear--58446419
The focus is on customizing employee benefits plans for businesses to reduce or eliminate costs while offering tax savings. They also specialize in life insurance strategies, 401(k) rollovers, and more to help individuals and businesses build tax-free retirements, secure long-term care and death benefits, and more.

At AAA Life Solutions, they always put clients first, with excellent customer service and up-to-date insurance strategies tailored to their individual needs. They do their due diligence to ensure they make the right decisions for their clients, knowing that their choices will affect them for a lifetime.

We provide peaceful solutions in uncertain times.

Learn More:
https://aaalifesolutions.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-renee-kennedy-president-of-aaa-life-solutions-discussing-financial-forecast-dark-storms-ahead-then-bright-and-clear]]>https://api.spreaker.com/episode/58446419Thu, 25 Jan 2024 15:31:59 +0000Mike Saunders, MBARenée Kennedy brings over 25 years of industry experience to the table. Their priority is always their clients and their financial stability, which is why they listen to their objectives and design innovative, personalized strategies that meet their...
The focus is on customizing employee benefits plans for businesses to reduce or eliminate costs while offering tax savings. They also specialize in life insurance strategies, 401(k) rollovers, and more to help individuals and businesses build tax-free retirements, secure long-term care and death benefits, and more.

At AAA Life Solutions, they always put clients first, with excellent customer service and up-to-date insurance strategies tailored to their individual needs. They do their due diligence to ensure they make the right decisions for their clients, knowing that their choices will affect them for a lifetime.

We provide peaceful solutions in uncertain times.

Learn More:
https://aaalifesolutions.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-renee-kennedy-president-of-aaa-life-solutions-discussing-financial-forecast-dark-storms-ahead-then-bright-and-clear]]>1352influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-james-lavorgna-founder-of-spencer-advisory-services-discussing-tax-mitigation-strategies-for-business-owners--58446296
He is also the Managing Member of Spencer Advisory Services, LLC, and a Certified Team Model Consultant.

He has spent his career consulting with successful business owners and high-net-worth families.

Learn More: https://spencervfo.com/

Spencer Advisory Services, LLC and Forsyth Wealth Management, Inc. does not offer tax, legal advice or investment advice directly. We strongly encourage you to seek advice from your own qualified tax and/or legal experts regarding the best options for your particular circumstances. Investment advisory services are offered through FWM www.forsythwms.com. Life, long-term disability, long-term care, or other non-variable insurance products are offered individually through licensed insurance producers. All non-investment advice is offered through Spencer Advisory Services, LLC. In compliance with Circular 230, any U.S. tax advice contained in the body of this email, including attachments, was not intended or written, to be used and cannot be used, by the recipient for the purposes of avoiding penalties that may be imposed under the Internal Revenue Code or applicable state or local tax laws.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-james-lavorgna-founder-of-spencer-advisory-services-discussing-tax-mitigation-strategies-for-business-owners]]>https://api.spreaker.com/episode/58446296Thu, 25 Jan 2024 15:23:24 +0000Mike Saunders, MBAMr. Lavorgna started in the insurance business in 1976 and has been in the financial services industry for 45 years. He earned his Certified Financial Planning designation in 1984. He also has earned a Bachelor of Science in Finance, Juris Doctor...
He is also the Managing Member of Spencer Advisory Services, LLC, and a Certified Team Model Consultant.

He has spent his career consulting with successful business owners and high-net-worth families.

Learn More: https://spencervfo.com/

Spencer Advisory Services, LLC and Forsyth Wealth Management, Inc. does not offer tax, legal advice or investment advice directly. We strongly encourage you to seek advice from your own qualified tax and/or legal experts regarding the best options for your particular circumstances. Investment advisory services are offered through FWM www.forsythwms.com. Life, long-term disability, long-term care, or other non-variable insurance products are offered individually through licensed insurance producers. All non-investment advice is offered through Spencer Advisory Services, LLC. In compliance with Circular 230, any U.S. tax advice contained in the body of this email, including attachments, was not intended or written, to be used and cannot be used, by the recipient for the purposes of avoiding penalties that may be imposed under the Internal Revenue Code or applicable state or local tax laws.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-james-lavorgna-founder-of-spencer-advisory-services-discussing-tax-mitigation-strategies-for-business-owners]]>1633influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-renee-kennedy-president-of-aaa-life-solutions-discussing-the-black-swans-of-life--58438934
Their focus is on customizing employee benefits plans for businesses to reduce or eliminate costs while offering tax savings. They also specialize in life insurance strategies, 401(k) rollovers, and more to help individuals and businesses build tax-free retirements, secure long-term care and death benefits, and more.

At AAA Life Solutions, they always put clients first, with excellent customer service and up-to-date insurance strategies tailored to their individual needs. They do our due diligence to ensure that they make the right decisions for their clients, knowing that their choices will affect them for a lifetime.

They provide peaceful solutions in uncertain times.

Learn More:
https://aaalifesolutions.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-renee-kennedy-president-of-aaa-life-solutions-discussing-the-black-swans-of-life]]>https://api.spreaker.com/episode/58438934Wed, 24 Jan 2024 23:11:27 +0000Mike Saunders, MBARenée Kennedy brings over 25 years of industry experience to the table. Their priority is always our clients and their financial stability, which is why we listen to their objectives and design innovative, personalized strategies that meet their...
Their focus is on customizing employee benefits plans for businesses to reduce or eliminate costs while offering tax savings. They also specialize in life insurance strategies, 401(k) rollovers, and more to help individuals and businesses build tax-free retirements, secure long-term care and death benefits, and more.

At AAA Life Solutions, they always put clients first, with excellent customer service and up-to-date insurance strategies tailored to their individual needs. They do our due diligence to ensure that they make the right decisions for their clients, knowing that their choices will affect them for a lifetime.

They provide peaceful solutions in uncertain times.

Learn More:
https://aaalifesolutions.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-renee-kennedy-president-of-aaa-life-solutions-discussing-the-black-swans-of-life]]>1354influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-james-lavorgna-founder-of-spencer-advisory-services-discussing-his-virtual-family-office-team-based-model--58438883
He is also the Managing Member of Spencer Advisory Services, LLC, and a Certified Team Based Model Consultant.
He has spent his career consulting with successful business owners and high-net-worth families.

Learn More: https://spencervfo.com/

Spencer Advisory Services, LLC and Forsyth Wealth Management, Inc. does not offer tax, legal advice or investment advice directly. We strongly encourage you to seek advice from your own qualified tax and/or legal experts regarding the best options for your particular circumstances. Investment advisory services are offered through FWM www.forsythwms.com. Life, long-term disability, long-term care, or other non-variable insurance products are offered individually through licensed insurance producers. All non-investment advice is offered through Spencer Advisory Services, LLC. In compliance with Circular 230, any U.S. tax advice contained in the body of this email, including attachments, was not intended or written, to be used and cannot be used, by the recipient for the purposes of avoiding penalties that may be imposed under the Internal Revenue Code or applicable state or local tax laws.


Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-james-lavorgna-founder-of-spencer-advisory-services-discussing-his-virtual-family-office-team-based-model]]>https://api.spreaker.com/episode/58438883Wed, 24 Jan 2024 23:00:58 +0000Mike Saunders, MBAMr. Lavorgna started in the insurance business in 1976 and has been in the financial services industry for 45 years. He earned his Certified Financial Planning designation in 1984. He also has earned a Bachelor of Science in Finance, Juris Doctor...
He is also the Managing Member of Spencer Advisory Services, LLC, and a Certified Team Based Model Consultant.
He has spent his career consulting with successful business owners and high-net-worth families.

Learn More: https://spencervfo.com/

Spencer Advisory Services, LLC and Forsyth Wealth Management, Inc. does not offer tax, legal advice or investment advice directly. We strongly encourage you to seek advice from your own qualified tax and/or legal experts regarding the best options for your particular circumstances. Investment advisory services are offered through FWM www.forsythwms.com. Life, long-term disability, long-term care, or other non-variable insurance products are offered individually through licensed insurance producers. All non-investment advice is offered through Spencer Advisory Services, LLC. In compliance with Circular 230, any U.S. tax advice contained in the body of this email, including attachments, was not intended or written, to be used and cannot be used, by the recipient for the purposes of avoiding penalties that may be imposed under the Internal Revenue Code or applicable state or local tax laws.


Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-james-lavorgna-founder-of-spencer-advisory-services-discussing-his-virtual-family-office-team-based-model]]>1531influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-ryan-quante-founder-of-care-income-advisors-discussing-serving-financial-advisors-attorneys-care-communities--58368327
Learn More:

https://www.careincomeadvisors.com/
https://calendly.com/careincomeadvisors

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-ryan-quante-founder-of-care-income-advisors-discussing-serving-financial-advisors-attorneys-care-communities]]>https://api.spreaker.com/episode/58368327Fri, 19 Jan 2024 15:57:45 +0000Mike Saunders, MBARyan is a Certified Long Term-Care Insurance specialist and has helped clients, agents, & attorneys find viable solutions to their LTC needs. For the past 8 years, he’s made it his mission to help as many people avoid spending down all their...
Learn More:

https://www.careincomeadvisors.com/
https://calendly.com/careincomeadvisors

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-ryan-quante-founder-of-care-income-advisors-discussing-serving-financial-advisors-attorneys-care-communities]]>1145influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-liz-presson-founder-of-pursuit--58367817
Learn more: https://www.pursuitof.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-liz-presson-founder-of-pursuit]]>https://api.spreaker.com/episode/58367817Fri, 19 Jan 2024 15:21:30 +0000Mike Saunders, MBALiz is the founder of Pursuit, a consultancy firm transforming healthcare organizations into digital leaders by helping them to better engage with patients through digital communication strategies, programs, and awareness campaigns. Liz was previously...
Learn more: https://www.pursuitof.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-liz-presson-founder-of-pursuit]]>1060influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-don-graves-president-of-the-housing-wealth-institute-discussing-serving-financial-advisors-with-reverse-mortgages--58352651
Learn more:
http://www.housingwealth.net/ and http://www.dongraves.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-don-graves-president-of-the-housing-wealth-institute-discussing-serving-financial-advisors-with-reverse-mortgages]]>https://api.spreaker.com/episode/58352651Thu, 18 Jan 2024 18:10:11 +0000Mike Saunders, MBADon Graves is the president of the Housing Wealth Institute and an Adjunct Instructor at the American College of Financial Services. He is one of the nation’s leading educators on incorporating reverse mortgages into retirement income planning. Don...
Learn more:
http://www.housingwealth.net/ and http://www.dongraves.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-don-graves-president-of-the-housing-wealth-institute-discussing-serving-financial-advisors-with-reverse-mortgages]]>1441influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-ryan-quante-founder-of-care-income-advisors-discussing-aging-in-place--58334156
Learn More: https://www.careincomeadvisors.com/
https://calendly.com/careincomeadvisors


Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-ryan-quante-founder-of-care-income-advisors-discussing-aging-in-place]]>https://api.spreaker.com/episode/58334156Wed, 17 Jan 2024 17:51:16 +0000Mike Saunders, MBARyan is a Certified Long Term-Care Insurance specialist and has helped clients, agents, & attorneys find viable solutions to their LTC needs. For the past 8 years, I’ve made it my mission to help as many people avoid spending down all their assets...
Learn More: https://www.careincomeadvisors.com/
https://calendly.com/careincomeadvisors


Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-ryan-quante-founder-of-care-income-advisors-discussing-aging-in-place]]>1253influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-ryan-quante-founder-of-care-income-advisors-discussing-dementia-care--58269740
Learn More: https://www.careincomeadvisors.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-ryan-quante-founder-of-care-income-advisors-discussing-dementia-care]]>https://api.spreaker.com/episode/58269740Thu, 11 Jan 2024 23:04:19 +0000Mike Saunders, MBARyan is a Certified Long Term-Care Insurance specialist and has helped clients, agents, & attorneys find viable solutions to their LTC needs. For the past 8 years, I’ve made it my mission to help as many people avoid spending down all their assets...
Learn More: https://www.careincomeadvisors.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-ryan-quante-founder-of-care-income-advisors-discussing-dementia-care]]>1266influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-john-martin-of-compass-wealth-strategies-discussing-using-life-insurance-for-retirement--58269660
John Martin, CEP, RFC, IAR of Advanced Tax Planners started his career 27 years ago as an independent financial advisory & wealth management firm in New York.

He has served the business community by providing tax reduction strategies, along with creating, protecting, and preserving his client’s wealth for their families.

John integrates education with holistic financial planning as the foundation for building real Financial Independence more rapidly, especially when taking advantage of all the tax reduction methods the tax code allows.

Each client can expect the highest level of integrity and confidentially working together to design and implement the right strategies to best achieve their individual goals and aspirations, and to control their financial life.

John is based in Western New York and married to his wife Kit. They have a son and a granddaughter Emma. He enjoys time with family, reading, golfing, and traveling.

Learn More:
https://www.compasswealthstrategies.net & https://redwoodtaxadvisor.com


Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation. Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or accounts. These product recommendations are not part of the financial plan and you are under no obligation to follow them. Investment Advisor Representative offering Independent Investment Management utilizing Tactical Active Management through Redwood Private Wealth, SIPC.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-john-martin-of-compass-wealth-strategies-discussing-using-life-insurance-for-retirement]]>https://api.spreaker.com/episode/58269660Thu, 11 Jan 2024 22:42:23 +0000Mike Saunders, MBAHard-working business owners and Professionals shouldn’t have to forfeit paying unnecessary taxes while working and especially during retirement. John Martin, CEP, RFC, IAR of Advanced Tax Planners started his career 27 years ago as an independent...
John Martin, CEP, RFC, IAR of Advanced Tax Planners started his career 27 years ago as an independent financial advisory & wealth management firm in New York.

He has served the business community by providing tax reduction strategies, along with creating, protecting, and preserving his client’s wealth for their families.

John integrates education with holistic financial planning as the foundation for building real Financial Independence more rapidly, especially when taking advantage of all the tax reduction methods the tax code allows.

Each client can expect the highest level of integrity and confidentially working together to design and implement the right strategies to best achieve their individual goals and aspirations, and to control their financial life.

John is based in Western New York and married to his wife Kit. They have a son and a granddaughter Emma. He enjoys time with family, reading, golfing, and traveling.

Learn More:
https://www.compasswealthstrategies.net & https://redwoodtaxadvisor.com


Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation. Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or accounts. These product recommendations are not part of the financial plan and you are under no obligation to follow them. Investment Advisor Representative offering Independent Investment Management utilizing Tactical Active Management through Redwood Private Wealth, SIPC.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-john-martin-of-compass-wealth-strategies-discussing-using-life-insurance-for-retirement]]>1125influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-jim-billington-managing-director-of-wealth-pilots-discussing-the-5-risks-of-retirement--58247604retirement such as longevity risk, market risk, and tax strategies to maximize income.

Learn More: https://www.wealthpilots.net/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-jim-billington-managing-director-of-wealth-pilots-discussing-the-5-risks-of-retirement]]>https://api.spreaker.com/episode/58247604Wed, 10 Jan 2024 01:22:29 +0000Mike Saunders, MBAI started in Retirement Preservation Planning 22 years ago as the Tech Bubble started moving towards a meltdown and I saw Wall Street throwing out all the fundamentals and taking too much risk with people’s nest eggs. I am a second-generation...retirement such as longevity risk, market risk, and tax strategies to maximize income.

Learn More: https://www.wealthpilots.net/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-jim-billington-managing-director-of-wealth-pilots-discussing-the-5-risks-of-retirement]]>1599influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-mason-carhart-financial-advisor--58085654
Learn more:
https://www.linkedin.com/in/mason-carhart-479346211/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-mason-carhart-financial-advisor]]>https://api.spreaker.com/episode/58085654Thu, 21 Dec 2023 15:55:45 +0000Mike Saunders, MBAMason Carhart is a Financial Advisor from Southern Oregon with a heart for small communities. Mason graduated from Crater High School, and then from the University of Oregon with a Master’s degree in Applied Economics. Mason spends his days visiting...
Learn more:
https://www.linkedin.com/in/mason-carhart-479346211/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-mason-carhart-financial-advisor]]>1168influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-john-briggs-founder-and-ceo-of-incite-tax--58023920
But how did he do it? Many people have been dying to know John’s secrets. Fear not, because he recently composed all his stellar business advice, from epic failures to his greatest successes, into his new book, The 3.3 Rule – A New Workday Normal.

Through his 12+ years of Entrepreneurship he has learned that achieving a highly profitable business can be overwhelming, particularly with all the barriers and unknowns that new business owners are forced to deal with. Entrepreneurs can quickly become stressed and often, sadly, give up on the mission that they set out for because of burnout. In much the same way that the body needs blood to survive, our economy needs small businesses, the economy’s lifeblood, to stay healthy and grow more resilient.

John Briggs is a man on a mission! A mission to give entrepreneurs a new workday standard, so they avoid burnout and stay in business. The 3.3 Rule book showcases how to make more, by working less. He “walks the walk” by battling against the traditional CPA culture of “overwork, underpaid, pay your dues and suffer while you’re at it” mentality by providing his team with this same new workday normal, even during busy tax season!

Learn more:
https://incitetax.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-john-briggs-founder-and-ceo-of-incite-tax]]>https://api.spreaker.com/episode/58023920Sat, 16 Dec 2023 00:58:12 +0000Mike Saunders, MBAJohn Briggs is not just known for his expressive t-shirts, but for going against the big 4 Accounting firms with his “new workday normal” Rockstar business culture and jaw-dropping quarterly revenue increases of 492%! But how did he do it? Many...
But how did he do it? Many people have been dying to know John’s secrets. Fear not, because he recently composed all his stellar business advice, from epic failures to his greatest successes, into his new book, The 3.3 Rule – A New Workday Normal.

Through his 12+ years of Entrepreneurship he has learned that achieving a highly profitable business can be overwhelming, particularly with all the barriers and unknowns that new business owners are forced to deal with. Entrepreneurs can quickly become stressed and often, sadly, give up on the mission that they set out for because of burnout. In much the same way that the body needs blood to survive, our economy needs small businesses, the economy’s lifeblood, to stay healthy and grow more resilient.

John Briggs is a man on a mission! A mission to give entrepreneurs a new workday standard, so they avoid burnout and stay in business. The 3.3 Rule book showcases how to make more, by working less. He “walks the walk” by battling against the traditional CPA culture of “overwork, underpaid, pay your dues and suffer while you’re at it” mentality by providing his team with this same new workday normal, even during busy tax season!

Learn more:
https://incitetax.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-john-briggs-founder-and-ceo-of-incite-tax]]>1587influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-justin-cooke-co-founder-of-empire-flippers--58011240
He’s also a co-founder at WebStreet, an innovative investment platform that pairs successful online entrepreneurs with passive investors looking for cash flow.

Learn more:
https://empireflippers.com/ | https://webstreet.co/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-justin-cooke-co-founder-of-empire-flippers]]>https://api.spreaker.com/episode/58011240Thu, 14 Dec 2023 19:48:53 +0000Mike Saunders, MBAJustin Cooke co-founded the company Empire Flippers, a leading marketplace for buying and selling online businesses. He’s also a co-founder at WebStreet, an innovative investment platform that pairs successful online entrepreneurs with passive...
He’s also a co-founder at WebStreet, an innovative investment platform that pairs successful online entrepreneurs with passive investors looking for cash flow.

Learn more:
https://empireflippers.com/ | https://webstreet.co/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-justin-cooke-co-founder-of-empire-flippers]]>986influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-brady-jensen-founder-of-aggregate-insights--57986604
Hailed as Inside Sales Rep of the Year at Jive Software, Brady’s natural sales success was evident from the start. However, his wandering eye for product marketing was ever-present. His journey through various roles led him to a profound revelation: Sales teams consistently distrusted Marketing’s directives due to a lack of alignment with external market realities.

In response, Brady founded Aggregate Insights in 2018, a groundbreaking venture aimed at rectifying this pervasive issue. His mission was clear – to empower companies to validate their assumptions through direct, primary source research involving market experts and buyers. The ultimate goal was to harmonize the efforts of sales and marketing, fostering an environment of collaboration and driving business success.

Learn more:
https://aggregateinsights.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-brady-jensen-founder-of-aggregate-insights]]>https://api.spreaker.com/episode/57986604Tue, 12 Dec 2023 17:03:54 +0000Mike Saunders, MBABrady Jensen is a multifaceted professional who has traversed the realms of tech sales, product marketing, and entrepreneurship, but his true passion lies in bridging the often contentious gap between sales and marketing. Hailed as Inside Sales Rep...
Hailed as Inside Sales Rep of the Year at Jive Software, Brady’s natural sales success was evident from the start. However, his wandering eye for product marketing was ever-present. His journey through various roles led him to a profound revelation: Sales teams consistently distrusted Marketing’s directives due to a lack of alignment with external market realities.

In response, Brady founded Aggregate Insights in 2018, a groundbreaking venture aimed at rectifying this pervasive issue. His mission was clear – to empower companies to validate their assumptions through direct, primary source research involving market experts and buyers. The ultimate goal was to harmonize the efforts of sales and marketing, fostering an environment of collaboration and driving business success.

Learn more:
https://aggregateinsights.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-brady-jensen-founder-of-aggregate-insights]]>1264influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-paul-seglund-with-pacific-coast-wealth-builders--57954964
Learn More:
https://seglund.net/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-paul-seglund-with-pacific-coast-wealth-builders]]>https://api.spreaker.com/episode/57954964Fri, 08 Dec 2023 20:32:14 +0000Mike Saunders, MBAPaul is a seasoned independent Wealth Manager with a focus on providing retirement income planning requirements for people to live their desired lifestyle. Another specialty is helping Business Owners with Exit Planning Strategies to maximize this...
Learn More:
https://seglund.net/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-paul-seglund-with-pacific-coast-wealth-builders]]>1088influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/kim-magdalein-w-magdalein-financial-how-social-security-planners-of-america-helps-advisors-mitigate-taxes-in-retirement-for-their-clients--57899354
Learn More: https://www.linkedin.com/in/kim-magdalein-6ab03817/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/kim-magdalein-w-magdalein-financial-how-social-security-planners-of-america-helps-advisors-mitigate-taxes-in-retirement-for-their-clients]]>https://api.spreaker.com/episode/57899354Sun, 03 Dec 2023 23:18:14 +0000Mike Saunders, MBAKim Magdalein entered the insurance industry in 1985. Opening a private practice in 2001, Kim marketed to retirees by means of seminars. He presented to over 800 audiences in the next seven years, producing $150,000,000 in annuity premiums. Kim left...
Learn More: https://www.linkedin.com/in/kim-magdalein-6ab03817/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/kim-magdalein-w-magdalein-financial-how-social-security-planners-of-america-helps-advisors-mitigate-taxes-in-retirement-for-their-clients]]>1258influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/kim-magdalein-w-magdalein-financial-how-social-security-planners-of-america-helps-advisors-reimagine-social-security-for-their-clients--57837784
Learn More: https://www.linkedin.com/in/kim-magdalein-6ab03817/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/kim-magdalein-w-magdalein-financial-how-social-security-planners-of-america-helps-advisors-reimagine-social-security-for-their-clients]]>https://api.spreaker.com/episode/57837784Tue, 28 Nov 2023 23:40:03 +0000Mike Saunders, MBAKim Magdalein entered the insurance industry in 1985. Opening a private practice in 2001, Kim marketed to retirees by means of seminars. He presented to over 800 audiences in the next seven years, producing $150,000,000 in annuity premiums. Kim left...
Learn More: https://www.linkedin.com/in/kim-magdalein-6ab03817/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/kim-magdalein-w-magdalein-financial-how-social-security-planners-of-america-helps-advisors-reimagine-social-security-for-their-clients]]>1425influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/kim-magdalein-w-magdalein-financial-how-social-security-planners-of-america-helps-advisors-get-clients-with-seminars--57836188
Learn More: https://www.seminarsforless.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/kim-magdalein-w-magdalein-financial-how-social-security-planners-of-america-helps-advisors-get-clients-with-seminars]]>https://api.spreaker.com/episode/57836188Tue, 28 Nov 2023 21:04:02 +0000Mike Saunders, MBAKim Magdalein entered the insurance industry in 1985. Opening a private practice in 2001, Kim marketed to retirees by means of seminars. He presented to over 800 audiences in the next seven years, producing $150,000,000 in annuity premiums. Kim left...
Learn More: https://www.seminarsforless.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/kim-magdalein-w-magdalein-financial-how-social-security-planners-of-america-helps-advisors-get-clients-with-seminars]]>1316influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-steven-stratton-principal-of-sms-insurance-financial-services-importance-of-life-insurance--57836068
Since 1984, I have been a licensed Life Insurance, Long Term Care and Disability Income Specialist. Additionally, I am an RIA, Registered Investment Advisor representative working with Individuals, families and small business owners concerned with protecting those they love, care about and are responsible for. I focus on the design and implementation of protection and wealth accumulation strategies.

Investment Advisory Services are offered through Cornerstone Securities LLC.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-steven-stratton-principal-of-sms-insurance-financial-services-importance-of-life-insurance]]>https://api.spreaker.com/episode/57836068Tue, 28 Nov 2023 20:42:57 +0000Mike Saunders, MBAFrom 1979 to 1984 I owned a small transportation company in Southern California. I lost my business partner in a tragic auto accident. Unfortunately had an “Unfunded” Buy-Sell agreement and I was forced to sell our company to pay his family and...
Since 1984, I have been a licensed Life Insurance, Long Term Care and Disability Income Specialist. Additionally, I am an RIA, Registered Investment Advisor representative working with Individuals, families and small business owners concerned with protecting those they love, care about and are responsible for. I focus on the design and implementation of protection and wealth accumulation strategies.

Investment Advisory Services are offered through Cornerstone Securities LLC.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-steven-stratton-principal-of-sms-insurance-financial-services-importance-of-life-insurance]]>1142influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-jeff-brummett-financial-advisor-with-greenline-financial-services-silent-retirement-killers--57767913
My team and I take the time to educate each client as to how the game is played. We customize that educational process to fit your individual goals, concerns, and financial capacity. No smoke and mirrors. Only hard facts and proven financial strategies have weathered even the most volatile of hard times.

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

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-jeff-brummett-financial-advisor-with-greenline-financial-services-silent-retirement-killers]]>https://api.spreaker.com/episode/57767913Wed, 22 Nov 2023 16:47:50 +0000Mike Saunders, MBAJeff is an Amazon #1 best-selling author, past two-time Inc. 500 Company president, public speaker, popular radio talk show host, and a 25-year executive management and entrepreneurial leader. He is one of the most prolific and sought-after financial...
My team and I take the time to educate each client as to how the game is played. We customize that educational process to fit your individual goals, concerns, and financial capacity. No smoke and mirrors. Only hard facts and proven financial strategies have weathered even the most volatile of hard times.

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

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-jeff-brummett-financial-advisor-with-greenline-financial-services-silent-retirement-killers]]>1804influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-jeff-brummett-financial-advisor-with-greenline-financial-services-inflation-and-the-fed-rate-hikes--57742897
“My team and I take the time to educate each client as to how the game is played. We customize that educational process to fit your individual goals, concerns, and financial capacity. No smoke and mirrors. Only hard facts and proven financial strategies have weathered even the most volatile of hard times.”

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

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-jeff-brummett-financial-advisor-with-greenline-financial-services-inflation-and-the-fed-rate-hikes]]>https://api.spreaker.com/episode/57742897Tue, 21 Nov 2023 03:34:10 +0000Mike Saunders, MBAJeff is an Amazon #1 best-selling author, past two-time Inc. 500 Company president, public speaker, popular radio talk show host, and a 25-year executive management and entrepreneurial leader. He is one of the most prolific and sought-after financial...
“My team and I take the time to educate each client as to how the game is played. We customize that educational process to fit your individual goals, concerns, and financial capacity. No smoke and mirrors. Only hard facts and proven financial strategies have weathered even the most volatile of hard times.”

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

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-jeff-brummett-financial-advisor-with-greenline-financial-services-inflation-and-the-fed-rate-hikes]]>1582influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-jeff-brummett-financial-advisor-with-greenline-financial-services-subtle-risks-to-our-success-in-retirement--57666631
My team and I take the time to educate each client as to how the game is played. We customize that educational process to fit your individual goals, concerns, and financial capacity. No smoke and mirrors. Only hard facts, and proven financial strategies have weathered even the most volatile of hard times.

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

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-jeff-brummett-financial-advisor-with-greenline-financial-services-subtle-risks-to-our-success-in-retirement
]]>https://api.spreaker.com/episode/57666631Thu, 16 Nov 2023 15:28:58 +0000Mike Saunders, MBAJeff is an Amazon #1 best-selling author, past two-time Inc. 500 Company president, public speaker, popular radio talk show host, and a 25-year executive management and entrepreneurial leader. He is one of the most prolific and sought-after financial...
My team and I take the time to educate each client as to how the game is played. We customize that educational process to fit your individual goals, concerns, and financial capacity. No smoke and mirrors. Only hard facts, and proven financial strategies have weathered even the most volatile of hard times.

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

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-jeff-brummett-financial-advisor-with-greenline-financial-services-subtle-risks-to-our-success-in-retirement
]]>1691falsefullhttps://www.spreaker.com/episode/interview-with-eddie-james-cka-owner-of-harvest-wealth-management-mitigating-risks-in-retirement--57666166
Eddie believes that helping clients see money from God’s perspective changes every decision with money and so he is passionate about providing biblically-centric financial planning to help you achieve the aspirations and objectives you feel God is calling you in life.

He has an incredible innate ability to translate complicated financial and tax strategies into plain English. His diversified experience working with professional employees, churches, and other non-profits helps them understand and answer client queries to the best of his knowledge. He wants to make sure that his clients are as well-versed and well-organized financially as he is, with a defined plan for how their investment funds will be managed to achieve their goals.

Eddie is all about helping others. Eddie believes that helping clients see money from God’s perspective changes every decision with money. Christian clients want a return on their money and have an impact on the world. They realize the brevity of life and see their wealth to invest for eternity and so Eddie devotes a lot of his time to teaching financial literacy, leading a Stewardship ministry, and helping to create healthy churches in Arizona, the United States, and throughout the world. Eddie has a lovely wife and three lovely girls who occupy most of his time outside of the office yet encourage him to look after your funds as if they were his own.

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

The opinions expressed by Mike Saunders, MBA, and guests on this podcast show are their own and do not reflect the opinions of this podcast station. All Statements and opinions expressed are based upon 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 your specific situation. This program is designed to provide accurate and authoritative information with regard to subject covered. Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Harvest Wealth Management are independent of each other.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-eddie-james-cka-owner-of-harvest-wealth-management-mitigating-risks-in-retirement]]>https://api.spreaker.com/episode/57666166Thu, 16 Nov 2023 15:13:51 +0000Mike Saunders, MBAEddie has a clear vision to do things differently as a certified pastor and fiduciary advisor. He wants to challenge conventional thinking in financial services that seem to be all about selling expensive and baffling financial products to the public...
Eddie believes that helping clients see money from God’s perspective changes every decision with money and so he is passionate about providing biblically-centric financial planning to help you achieve the aspirations and objectives you feel God is calling you in life.

He has an incredible innate ability to translate complicated financial and tax strategies into plain English. His diversified experience working with professional employees, churches, and other non-profits helps them understand and answer client queries to the best of his knowledge. He wants to make sure that his clients are as well-versed and well-organized financially as he is, with a defined plan for how their investment funds will be managed to achieve their goals.

Eddie is all about helping others. Eddie believes that helping clients see money from God’s perspective changes every decision with money. Christian clients want a return on their money and have an impact on the world. They realize the brevity of life and see their wealth to invest for eternity and so Eddie devotes a lot of his time to teaching financial literacy, leading a Stewardship ministry, and helping to create healthy churches in Arizona, the United States, and throughout the world. Eddie has a lovely wife and three lovely girls who occupy most of his time outside of the office yet encourage him to look after your funds as if they were his own.

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

The opinions expressed by Mike Saunders, MBA, and guests on this podcast show are their own and do not reflect the opinions of this podcast station. All Statements and opinions expressed are based upon 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 your specific situation. This program is designed to provide accurate and authoritative information with regard to subject covered. Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Harvest Wealth Management are independent of each other.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-eddie-james-cka-owner-of-harvest-wealth-management-mitigating-risks-in-retirement]]>1220influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-eddie-james-cka-owner-of-harvest-wealth-management-how-to-know-how-much-money-is-enough-for-retirement--57632538
Eddie believes that helping clients see money from God’s perspective changes every decision with money and so he is passionate about providing biblically-centric financial planning to help you achieve the aspirations and objectives you feel God is calling you in life.

He has an incredible innate ability to translate complicated financial and tax strategies into plain English. His diversified experience working with professional employees, churches, and other non-profits helps them understand and answer client queries to the best of his knowledge. He wants to make sure that his clients are as well-versed and well-organized financially as he is, with a defined plan for how their investment funds will be managed to achieve their goals.

Eddie is all about helping others. Eddie believes that helping clients see money from God’s perspective changes every decision with money. Christian clients want a return on their money and have an impact on the world. They realize the brevity of life and see their wealth to invest for eternity and so Eddie devotes a lot of his time to teaching financial literacy, leading a Stewardship ministry, and helping to create healthy churches in Arizona, the United States, and throughout the world. Eddie has a lovely wife and three lovely girls who occupy most of his time outside of the office yet encourage him to look after your funds as if they were his own.

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

The opinions expressed by Mike Saunders, MBA, and guests on this podcast show are their own and do not reflect the opinions of this podcast station. All Statements and opinions expressed are based upon 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 your specific situation. This program is designed to provide accurate and authoritative information with regard to a subject covered.

Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Harvest Wealth Management are independent of each other.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-eddie-james-cka-owner-of-harvest-wealth-management-how-to-know-how-much-money-is-enough-for-retirement]]>https://api.spreaker.com/episode/57632538Tue, 14 Nov 2023 17:10:18 +0000Mike Saunders, MBAEddie has a clear vision to do things differently as a certified pastor and fiduciary advisor. He wants to challenge conventional thinking in financial services that seem to be all about selling expensive and baffling financial products to the public...
Eddie believes that helping clients see money from God’s perspective changes every decision with money and so he is passionate about providing biblically-centric financial planning to help you achieve the aspirations and objectives you feel God is calling you in life.

He has an incredible innate ability to translate complicated financial and tax strategies into plain English. His diversified experience working with professional employees, churches, and other non-profits helps them understand and answer client queries to the best of his knowledge. He wants to make sure that his clients are as well-versed and well-organized financially as he is, with a defined plan for how their investment funds will be managed to achieve their goals.

Eddie is all about helping others. Eddie believes that helping clients see money from God’s perspective changes every decision with money. Christian clients want a return on their money and have an impact on the world. They realize the brevity of life and see their wealth to invest for eternity and so Eddie devotes a lot of his time to teaching financial literacy, leading a Stewardship ministry, and helping to create healthy churches in Arizona, the United States, and throughout the world. Eddie has a lovely wife and three lovely girls who occupy most of his time outside of the office yet encourage him to look after your funds as if they were his own.

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

The opinions expressed by Mike Saunders, MBA, and guests on this podcast show are their own and do not reflect the opinions of this podcast station. All Statements and opinions expressed are based upon 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 your specific situation. This program is designed to provide accurate and authoritative information with regard to a subject covered.

Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Harvest Wealth Management are independent of each other.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: fullhttps://www.spreaker.com/episode/interview-with-eddie-james-cka-owner-of-harvest-wealth-management-retirement-planning-for-christians--57632383
Eddie believes that helping clients see money from God’s perspective changes every decision with money and so he is passionate about providing biblically-centric financial planning to help you achieve the aspirations and objectives you feel God is calling you in life.

He has an incredible innate ability to translate complicated financial and tax strategies into plain English. His diversified experience working with professional employees, churches, and other non-profits helps them understand and answer client queries to the best of his knowledge. He wants to make sure that his clients are as well-versed and well-organized financially as he is, with a defined plan for how their investment funds will be managed to achieve their goals.

Eddie is all about helping others. Eddie believes that helping clients see money from God’s perspective changes every decision with money. Christian clients want a return on their money and have an impact on the world. They realize the brevity of life and see their wealth to invest for eternity and so Eddie devotes a lot of his time to teaching financial literacy, leading a Stewardship ministry, and helping to create healthy churches in Arizona, the United States, and throughout the world. Eddie has a lovely wife and three lovely girls who occupy most of his time outside of the office yet encourage him to look after your funds as if they were his own.

Learn More:
https://www.harvestwealthplan.com
www.MoneyYourSlave.com

The opinions expressed by Mike Saunders, MBA, and guests on this podcast show are their own and do not reflect the opinions of this podcast station. All Statements and opinions expressed are based upon 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 your specific situation. This program is designed to provide accurate and authoritative information with regard to subject covered. Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Harvest Wealth Management are independent of each other.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-eddie-james-cka-owner-of-harvest-wealth-management-retirement-planning-for-christians]]>https://api.spreaker.com/episode/57632383Tue, 14 Nov 2023 16:59:20 +0000Mike Saunders, MBAEddie has a clear vision to do things differently as a certified pastor and fiduciary advisor. He wants to challenge conventional thinking in financial services that seem to be all about selling expensive and baffling financial products to the public...
Eddie believes that helping clients see money from God’s perspective changes every decision with money and so he is passionate about providing biblically-centric financial planning to help you achieve the aspirations and objectives you feel God is calling you in life.

He has an incredible innate ability to translate complicated financial and tax strategies into plain English. His diversified experience working with professional employees, churches, and other non-profits helps them understand and answer client queries to the best of his knowledge. He wants to make sure that his clients are as well-versed and well-organized financially as he is, with a defined plan for how their investment funds will be managed to achieve their goals.

Eddie is all about helping others. Eddie believes that helping clients see money from God’s perspective changes every decision with money. Christian clients want a return on their money and have an impact on the world. They realize the brevity of life and see their wealth to invest for eternity and so Eddie devotes a lot of his time to teaching financial literacy, leading a Stewardship ministry, and helping to create healthy churches in Arizona, the United States, and throughout the world. Eddie has a lovely wife and three lovely girls who occupy most of his time outside of the office yet encourage him to look after your funds as if they were his own.

Learn More:
https://www.harvestwealthplan.com
www.MoneyYourSlave.com

The opinions expressed by Mike Saunders, MBA, and guests on this podcast show are their own and do not reflect the opinions of this podcast station. All Statements and opinions expressed are based upon 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 your specific situation. This program is designed to provide accurate and authoritative information with regard to subject covered. Investment advisory services offered through Brookstone Capital Management, LLC (BCM), a registered investment advisor. BCM and Harvest Wealth Management are independent of each other.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: fullhttps://www.spreaker.com/episode/interview-with-kerry-morris-cfp-founder-of-honorshield-discussing-aging-insurance--57525158
Kerry Morris has been serving families for the past twenty-five years as a financial planner and advisor. He has recently launched HonorShield, LLC., as a way to challenge the current thinking and behavior of consumers and financial advisors preparing for the potential high cost of aging.

He has spent several of his twenty-five-year career advising hundreds of families experiencing the nightmare of paying for care. The question, always, was “how to make the money last”?

Morris has watched too many families, too many men and women not be fully prepared for retirement. The financial industry has put this cost-of-care issue on total “ignore” mode, often shoving it onto a small but valiant band of “insurance specialists” around the country. Only about 1 in 100 Americans embrace this model. That is a problem for American families and our country.

Morris found a better way, a win-win solution that more Americans could feel good about embracing. It’s a whole new way to approach and solve this problem: the LCAP—the Longevity Care Allocation Plan. Every person, every family deserves to know how an LCAP works. Kerry Morris has made it his life’s goal to ensure that those he helps can hold their head high and know that no matter what curve balls retirement throws at them, they will be prepared.

“One of the most important things I’ve learned in my 25 years in the business is that a great life is supported by three areas, Health, Relationships, and Money. My job is to make sure that a family’s money is working effectively to accomplish that job.”

Learn More:
http://www.honorshield.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-kerry-morris-cfp-founder-of-honorshield-discussing-aging-insurance]]>https://api.spreaker.com/episode/57525158Sun, 05 Nov 2023 21:03:29 +0000Mike Saunders, MBAKerry Morris, Author of When Retirement Goes Bad, Life Sucks, Certified Financial Educator, and CERTIFIED FINANCIAL PLANNER™ professional. Kerry Morris has been serving families for the past twenty-five years as a financial planner and advisor. He...
Kerry Morris has been serving families for the past twenty-five years as a financial planner and advisor. He has recently launched HonorShield, LLC., as a way to challenge the current thinking and behavior of consumers and financial advisors preparing for the potential high cost of aging.

He has spent several of his twenty-five-year career advising hundreds of families experiencing the nightmare of paying for care. The question, always, was “how to make the money last”?

Morris has watched too many families, too many men and women not be fully prepared for retirement. The financial industry has put this cost-of-care issue on total “ignore” mode, often shoving it onto a small but valiant band of “insurance specialists” around the country. Only about 1 in 100 Americans embrace this model. That is a problem for American families and our country.

Morris found a better way, a win-win solution that more Americans could feel good about embracing. It’s a whole new way to approach and solve this problem: the LCAP—the Longevity Care Allocation Plan. Every person, every family deserves to know how an LCAP works. Kerry Morris has made it his life’s goal to ensure that those he helps can hold their head high and know that no matter what curve balls retirement throws at them, they will be prepared.

“One of the most important things I’ve learned in my 25 years in the business is that a great life is supported by three areas, Health, Relationships, and Money. My job is to make sure that a family’s money is working effectively to accomplish that job.”

Learn More:
http://www.honorshield.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-kerry-morris-cfp-founder-of-honorshield-discussing-aging-insurance]]>1055influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-wesleyne-whittaker-sales-strategist-with-transformed-sales--57486868
Wesleyne Whittaker is an accomplished sales strategist, leadership coach, and thought leader with over 15 years of experience in sales and sales leadership roles. With a passion for personal branding and breaking barriers to success, Wesleyne has delivered winning sales strategies for B2B organizations. Known for expertise in sales coaching techniques and building sales enablement cultures, Wesleyne empowers high-performing teams and resolves customer challenges through problem-centric training. With a focus on leadership development, equity, diversity, and inclusion in sales, and strategic marketing, Wesleyne offers valuable insights for achieving sustainable growth. As a sought-after speaker and consultant, Wesleyne excels in navigating complex sales processes and delivering exceptional value to clients.

Learn more:
https://www.transformedsales.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-wesleyne-whittaker-sales-strategist-with-transformed-sales]]>https://api.spreaker.com/episode/57486868Thu, 02 Nov 2023 18:17:54 +0000Mike Saunders, MBA“Dynamic professional Wesleyne Whittaker, with over 20 years of experience working with global corporations, combines scientific knowledge with behavioral-based strategies to empower sales teams to excel.” Wesleyne Whittaker is an accomplished sales...
Wesleyne Whittaker is an accomplished sales strategist, leadership coach, and thought leader with over 15 years of experience in sales and sales leadership roles. With a passion for personal branding and breaking barriers to success, Wesleyne has delivered winning sales strategies for B2B organizations. Known for expertise in sales coaching techniques and building sales enablement cultures, Wesleyne empowers high-performing teams and resolves customer challenges through problem-centric training. With a focus on leadership development, equity, diversity, and inclusion in sales, and strategic marketing, Wesleyne offers valuable insights for achieving sustainable growth. As a sought-after speaker and consultant, Wesleyne excels in navigating complex sales processes and delivering exceptional value to clients.

Learn more:
https://www.transformedsales.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-wesleyne-whittaker-sales-strategist-with-transformed-sales]]>1217influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-kerry-morris-cfp-founder-of-honorshield-widows-are-firing-their-husband-s-financial-advisor-at-an-alarming-rate--57486819
Kerry Morris has been serving families for the past twenty-five years as a financial planner and advisor. He has recently launched HonorShield, LLC., as a way to challenge the current thinking and behavior of consumers and financial advisors preparing for the potential high cost of aging.

He has spent several of his twenty-five-year career advising hundreds of families experiencing the nightmare of paying for care. The question, always, was “how to make the money last”?

Morris has watched too many families, too many men and women not be fully prepared for retirement. The financial industry has put this cost-of-care issue on total “ignore” mode, often shoving it onto a small but valiant band of “insurance specialists” around the country. Only about 1 in 100 Americans embrace this model. That is a problem for American families and our country.

Morris found a better way, a win-win solution that more Americans could feel good about embracing. It’s a whole new way to approach and solve this problem: the LCAP—the Longevity Care Allocation Plan. Every person, every family deserves to know how an LCAP works. Kerry Morris has made it his life’s goal to ensure that those he helps can hold their head high and know that no matter what curve balls retirement throws at them, they will be prepared.

“One of the most important things I’ve learned in my 25 years in the business is that a great life is supported by three areas, Health, Relationships, and Money. My job is to make sure that a family’s money is working effectively to accomplish that job.”

Learn More:
http://www.honorshield.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-kerry-morris-cfp-founder-of-honorshield-widows-are-firing-their-husbands-financial-advisor-at-an-alarming-rate]]>https://api.spreaker.com/episode/57486819Thu, 02 Nov 2023 18:10:52 +0000Mike Saunders, MBAKerry Morris, Author of When Retirement Goes Bad, Life Sucks, Certified Financial Educator, and CERTIFIED FINANCIAL PLANNER™ professional. Kerry Morris has been serving families for the past twenty-five years as a financial planner and advisor. He...
Kerry Morris has been serving families for the past twenty-five years as a financial planner and advisor. He has recently launched HonorShield, LLC., as a way to challenge the current thinking and behavior of consumers and financial advisors preparing for the potential high cost of aging.

He has spent several of his twenty-five-year career advising hundreds of families experiencing the nightmare of paying for care. The question, always, was “how to make the money last”?

Morris has watched too many families, too many men and women not be fully prepared for retirement. The financial industry has put this cost-of-care issue on total “ignore” mode, often shoving it onto a small but valiant band of “insurance specialists” around the country. Only about 1 in 100 Americans embrace this model. That is a problem for American families and our country.

Morris found a better way, a win-win solution that more Americans could feel good about embracing. It’s a whole new way to approach and solve this problem: the LCAP—the Longevity Care Allocation Plan. Every person, every family deserves to know how an LCAP works. Kerry Morris has made it his life’s goal to ensure that those he helps can hold their head high and know that no matter what curve balls retirement throws at them, they will be prepared.

“One of the most important things I’ve learned in my 25 years in the business is that a great life is supported by three areas, Health, Relationships, and Money. My job is to make sure that a family’s money is working effectively to accomplish that job.”

Learn More:
http://www.honorshield.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-kerry-morris-cfp-founder-of-honorshield-widows-are-firing-their-husbands-financial-advisor-at-an-alarming-rate]]>1397influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-kerry-morris-cfp-founder-of-honorshield-discussing-fiduciary-standards--57486501
Kerry Morris has been serving families for the past twenty-five years as a financial planner and advisor. He has recently launched HonorShield, LLC., as a way to challenge the current thinking and behavior of consumers and financial advisors preparing for the potential high cost of aging.

He has spent several of his twenty-five-year career advising hundreds of families experiencing the nightmare of paying for care. The question, always, was “how to make the money last”?

Morris has watched too many families, too many men and women not be fully prepared for retirement. The financial industry has put this cost-of-care issue on total “ignore” mode, often shoving it onto a small-but valiant band of “insurance specialist” around the country. Only about 1 in 100 Americans embrace this model. That is a problem for American families and our country.

Morris found a better way, a win-win solution that more American’s could feel good about embracing. It’s a whole new way to approach and solve this problem: the LCAP—the Longevity Care Allocation Plan. Every person, every family deserves to know how an LCAP works. Kerry Morris has made it his life’s goal to ensure that those he helps can hold their head high and know that no matter what curve balls retirement throws at them, they will be prepared.

“One of the most important things I’ve learned in my 25 years in the business is that a great life is supported by three areas, Health, Relationships, and Money. My job is to make sure that a family’s money is working effectively to accomplish that job.”

Learn More:
http://www.honorshield.com/


Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-kerry-morris-cfp-founder-of-honorshield-discussing-fiduciary-standards]]>https://api.spreaker.com/episode/57486501Thu, 02 Nov 2023 17:55:19 +0000Mike Saunders, MBAKerry Morris, Author of When Retirement Goes Bad, Life Sucks, Certified Financial Educator, and CERTIFIED FINANCIAL PLANNER™ professional. Kerry Morris has been serving families for the past twenty-five years as a financial planner and advisor. He...
Kerry Morris has been serving families for the past twenty-five years as a financial planner and advisor. He has recently launched HonorShield, LLC., as a way to challenge the current thinking and behavior of consumers and financial advisors preparing for the potential high cost of aging.

He has spent several of his twenty-five-year career advising hundreds of families experiencing the nightmare of paying for care. The question, always, was “how to make the money last”?

Morris has watched too many families, too many men and women not be fully prepared for retirement. The financial industry has put this cost-of-care issue on total “ignore” mode, often shoving it onto a small-but valiant band of “insurance specialist” around the country. Only about 1 in 100 Americans embrace this model. That is a problem for American families and our country.

Morris found a better way, a win-win solution that more American’s could feel good about embracing. It’s a whole new way to approach and solve this problem: the LCAP—the Longevity Care Allocation Plan. Every person, every family deserves to know how an LCAP works. Kerry Morris has made it his life’s goal to ensure that those he helps can hold their head high and know that no matter what curve balls retirement throws at them, they will be prepared.

“One of the most important things I’ve learned in my 25 years in the business is that a great life is supported by three areas, Health, Relationships, and Money. My job is to make sure that a family’s money is working effectively to accomplish that job.”

Learn More:
http://www.honorshield.com/


Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-kerry-morris-cfp-founder-of-honorshield-discussing-fiduciary-standards]]>1351influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-dan-brooks-founder-of-xexis-private-wealth-discussing-long-term-care-considerations--57458776
After his father’s death, he discovered his father lost a small fortune due to bad advice from a stock broker. Dan decided to enter financial services to find out how this could happen and help others avoid it.

In 2004 he completed the Certified Financial Planner coursework and in 2005 opened a Registered Investment Advisor firm.

He owns both a Financial Advisor firm and a tax firm based in Lake Mary, Florida. Dan works with a Registered Investment Advisor firm that manages over $3 billion dollars and is one of the fastest-growing firms in the nation.

Dan’s specialty is comprehensive retirement planning, including income planning, tax mitigation, catastrophic health care planning, Medicare, Estate Planning, and Generational Wealth.

On a personal level, his proudest accomplishment was being a single father to his daughter, who is a Police Officer. He enjoys golf, hiking, traveling, cooking, and discovering new restaurants.

Learn More: http://www.xexiswealth.com/

Investment advisory services offered through Virtue Capital Management, LLC (VCM), a registered investment advisor. VCM and Xexis Private Wealth, LLC are independent of each other. For a complete description of investment risks, fees, and services, review the Virtue Capital Management firm brochure (ADV Part 2A) which is available from your Investment Advisor Representative, or by contacting Virtue Capital Management. Information provided is not intended as tax or legal advice and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-dan-brooks-founder-of-xexis-private-wealth-discussing-long-term-care-considerations
]]>https://api.spreaker.com/episode/57458776Tue, 31 Oct 2023 15:40:06 +0000Mike Saunders, MBADan entered the U.S. Navy’s Nuclear Power program after high school and upon discharge, he purchased the family business which he operated for 7 years. After his father’s death, he discovered his father lost a small fortune due to bad advice from a...
After his father’s death, he discovered his father lost a small fortune due to bad advice from a stock broker. Dan decided to enter financial services to find out how this could happen and help others avoid it.

In 2004 he completed the Certified Financial Planner coursework and in 2005 opened a Registered Investment Advisor firm.

He owns both a Financial Advisor firm and a tax firm based in Lake Mary, Florida. Dan works with a Registered Investment Advisor firm that manages over $3 billion dollars and is one of the fastest-growing firms in the nation.

Dan’s specialty is comprehensive retirement planning, including income planning, tax mitigation, catastrophic health care planning, Medicare, Estate Planning, and Generational Wealth.

On a personal level, his proudest accomplishment was being a single father to his daughter, who is a Police Officer. He enjoys golf, hiking, traveling, cooking, and discovering new restaurants.

Learn More: http://www.xexiswealth.com/

Investment advisory services offered through Virtue Capital Management, LLC (VCM), a registered investment advisor. VCM and Xexis Private Wealth, LLC are independent of each other. For a complete description of investment risks, fees, and services, review the Virtue Capital Management firm brochure (ADV Part 2A) which is available from your Investment Advisor Representative, or by contacting Virtue Capital Management. Information provided is not intended as tax or legal advice and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-dan-brooks-founder-of-xexis-private-wealth-discussing-long-term-care-considerations
]]>925falsefullhttps://www.spreaker.com/episode/interview-with-sharda-ryan-financial-advisor-with-wealth-design-group--57449167
She has served in the financial industry since 2008. As a single mother, her own experiences led her to a career in the financial services industry to help women achieve financial wellness and advise them on their holistic financial picture. She finds it fascinating when her clients share their diverse backgrounds and stories with her and developing long-lasting relationships with them makes her desire for their success even stronger.

Sharda currently lives in Salinas with her husband, Nate, and their dogs. When she is not servicing her clients, she enjoys volunteering with the Salinas Downtown Rotary Club, Serving on the board of Tatum’s Garden Foundation, training her dogs, exploring the outdoors, and spending time with her new granddaughter.


Learn more:
https://www.wealthdesigngroup.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-sharda-ryan-financial-advisor-with-wealth-design-group]]>https://api.spreaker.com/episode/57449167Tue, 31 Oct 2023 02:05:05 +0000Mike Saunders, MBAAs a Financial Advisor at Wealth Design Group, she is motivated by helping single women and their families in her community develop and achieve financial goals that are unique to their financial picture. More specifically, she specializes in financial...
She has served in the financial industry since 2008. As a single mother, her own experiences led her to a career in the financial services industry to help women achieve financial wellness and advise them on their holistic financial picture. She finds it fascinating when her clients share their diverse backgrounds and stories with her and developing long-lasting relationships with them makes her desire for their success even stronger.

Sharda currently lives in Salinas with her husband, Nate, and their dogs. When she is not servicing her clients, she enjoys volunteering with the Salinas Downtown Rotary Club, Serving on the board of Tatum’s Garden Foundation, training her dogs, exploring the outdoors, and spending time with her new granddaughter.


Learn more:
https://www.wealthdesigngroup.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-sharda-ryan-financial-advisor-with-wealth-design-group]]>912influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-steve-calascione-founder-of-success-with-class--57386336

Learn more:
https://www.linkedin.com/in/steven-calascione-7121b3a8/
https://www.instagram.com/steveyclass/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-steve-calascione-founder-of-success-with-class]]>https://api.spreaker.com/episode/57386336Wed, 25 Oct 2023 23:31:07 +0000Mike Saunders, MBAHailing from Staten Island, NY, and now nestled in central Connecticut, Steven Calascione AKA Steve Class, is a force in the entrepreneurial world. With adventures spanning over 30 countries and depths explored as a passionate scuba diver, his zest...

Learn more:
https://www.linkedin.com/in/steven-calascione-7121b3a8/
https://www.instagram.com/steveyclass/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-steve-calascione-founder-of-success-with-class]]>1370influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-dan-brooks-founder-of-xexis-private-wealth-discussing-social-security-claiming-options--57342830
After his father’s death, he discovered his father lost a small fortune due to bad advice from a stock broker. Dan decided to enter financial services to find out how this could happen and help others avoid it.

In 2004 he completed the Certified Financial Planner coursework and in 2005 opened a Registered Investment Advisor firm.

He owns both a Financial Advisor firm and a tax firm based in Lake Mary, Florida. Dan works with a Registered Investment Advisor firm that manages over $3 billion dollars and is one of the fastest-growing firms in the nation.

Dan’s specialty is comprehensive retirement planning, including income planning, tax mitigation, catastrophic health care planning, Medicare, Estate Planning, and Generational Wealth.

On a personal level, his proudest accomplishment was being a single father to his daughter, who is a Police Officer. He enjoys golf, hiking, traveling, cooking and discovering new restaurants.

Learn More:
http://www.xexiswealth.com/


Investment advisory services offered through Virtue Capital Management, LLC (VCM), a registered investment advisor. VCM and Xexis Private Wealth, LLC are independent of each other. For a complete description of investment risks, fees, and services, review the Virtue Capital Management firm brochure (ADV Part 2A) which is available from your Investment Advisor Representative, or by contacting Virtue Capital Management. Information provided is not intended as tax or legal advice and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-dan-brooks-founder-of-xexis-private-wealth-discussing-social-security-claiming-options]]>https://api.spreaker.com/episode/57342830Sun, 22 Oct 2023 15:15:12 +0000Mike Saunders, MBADan entered the U.S. Navy’s Nuclear Power program after high school and upon discharge he purchased the family business which he operated for 7 years. After his father’s death, he discovered his father lost a small fortune due to bad advice from a...
After his father’s death, he discovered his father lost a small fortune due to bad advice from a stock broker. Dan decided to enter financial services to find out how this could happen and help others avoid it.

In 2004 he completed the Certified Financial Planner coursework and in 2005 opened a Registered Investment Advisor firm.

He owns both a Financial Advisor firm and a tax firm based in Lake Mary, Florida. Dan works with a Registered Investment Advisor firm that manages over $3 billion dollars and is one of the fastest-growing firms in the nation.

Dan’s specialty is comprehensive retirement planning, including income planning, tax mitigation, catastrophic health care planning, Medicare, Estate Planning, and Generational Wealth.

On a personal level, his proudest accomplishment was being a single father to his daughter, who is a Police Officer. He enjoys golf, hiking, traveling, cooking and discovering new restaurants.

Learn More:
http://www.xexiswealth.com/


Investment advisory services offered through Virtue Capital Management, LLC (VCM), a registered investment advisor. VCM and Xexis Private Wealth, LLC are independent of each other. For a complete description of investment risks, fees, and services, review the Virtue Capital Management firm brochure (ADV Part 2A) which is available from your Investment Advisor Representative, or by contacting Virtue Capital Management. Information provided is not intended as tax or legal advice and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-dan-brooks-founder-of-xexis-private-wealth-discussing-social-security-claiming-options]]>1014influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-dan-brooks-founder-of-xexis-private-wealth-discussing-the-e-a-s-e-planning-process--57310714
After his father’s death, he discovered his father lost a small fortune due to bad advice from a stock broker. Dan decided to enter financial services to find out how this could happen and help others avoid it.

In 2004 he completed the Certified Financial Planner coursework and in 2005 opened a Registered Investment Advisor firm.

He owns both a Financial Advisor firm and a tax firm based in Lake Mary, Florida. Dan works with a Registered Investment Advisor firm that manages over $3 billion dollars and is one of the fastest-growing firms in the nation.

Dan’s specialty is comprehensive retirement planning, including income planning, tax mitigation, catastrophic health care planning, Medicare, Estate Planning, and Generational Wealth.

On a personal level, his proudest accomplishment was being a single father to his daughter, who is a Police Officer. He enjoys golf, hiking, traveling, cooking, and discovering new restaurants.

Learn More:
http://www.xexiswealth.com/


Investment advisory services offered through Virtue Capital Management, LLC (VCM), a registered investment advisor. VCM and Xexis Private Wealth, LLC are independent of each other. For a complete description of investment risks, fees, and services, review the Virtue Capital Management firm brochure (ADV Part 2A) which is available from your Investment Advisor Representative, or by contacting Virtue Capital Management. Information provided is not intended as tax or legal advice and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-dan-brooks-founder-of-xexis-private-wealth-discussing-the-e-a-s-e-planning-process]]>https://api.spreaker.com/episode/57310714Thu, 19 Oct 2023 21:08:01 +0000Mike Saunders, MBADan entered the U.S. Navy’s Nuclear Power program after high school and upon discharge, he purchased the family business which he operated for 7 years. After his father’s death, he discovered his father lost a small fortune due to bad advice from a...
After his father’s death, he discovered his father lost a small fortune due to bad advice from a stock broker. Dan decided to enter financial services to find out how this could happen and help others avoid it.

In 2004 he completed the Certified Financial Planner coursework and in 2005 opened a Registered Investment Advisor firm.

He owns both a Financial Advisor firm and a tax firm based in Lake Mary, Florida. Dan works with a Registered Investment Advisor firm that manages over $3 billion dollars and is one of the fastest-growing firms in the nation.

Dan’s specialty is comprehensive retirement planning, including income planning, tax mitigation, catastrophic health care planning, Medicare, Estate Planning, and Generational Wealth.

On a personal level, his proudest accomplishment was being a single father to his daughter, who is a Police Officer. He enjoys golf, hiking, traveling, cooking, and discovering new restaurants.

Learn More:
http://www.xexiswealth.com/


Investment advisory services offered through Virtue Capital Management, LLC (VCM), a registered investment advisor. VCM and Xexis Private Wealth, LLC are independent of each other. For a complete description of investment risks, fees, and services, review the Virtue Capital Management firm brochure (ADV Part 2A) which is available from your Investment Advisor Representative, or by contacting Virtue Capital Management. Information provided is not intended as tax or legal advice and should not be relied on as such. You are encouraged to seek tax or legal advice from an independent professional.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-dan-brooks-founder-of-xexis-private-wealth-discussing-the-e-a-s-e-planning-process]]>1395influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-financial-professional-bryan-baysinger-discussing-hiring-a-financial-advisor--57310086
Knowledge is Power! Education is Key! Consequently, many who have worked for small & large companies have set aside millions of dollars. Bryan helps clients ensure their savings last throughout their lifetime & create a legacy if they desire for their heirs!

Learn More:
https://shieldyourretirement.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-financial-professional-bryan-baysinger-discussing-hiring-a-financial-advisor]]>https://api.spreaker.com/episode/57310086Thu, 19 Oct 2023 19:58:50 +0000Mike Saunders, MBABryan has been a well-known Financial Professional and Educator for the Last 36+ Years! Bryan has developed a specialty working with Semi-Retired and Retired persons aged 50+. Hundreds have attended his classes on learning how to Shield their Life...
Knowledge is Power! Education is Key! Consequently, many who have worked for small & large companies have set aside millions of dollars. Bryan helps clients ensure their savings last throughout their lifetime & create a legacy if they desire for their heirs!

Learn More:
https://shieldyourretirement.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-financial-professional-bryan-baysinger-discussing-hiring-a-financial-advisor]]>1464influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-fred-cook-partner-wealth-advisor-with-cavu-financial-discussing-choosing-a-financial-coach--57293236
In order to have the independence needed, and the resources clients demand, he has aligned himself with CAVU Financial. What brought him to the team is their mission. Managing Partner, Blake Rawson, states the mission consists of “partnering with clients to create and deliver the best, objective, independent recommendations for their financial success”. This allows Fred to focus his talents and experience on providing holistic advice, within a “concierge-sized” practice.

Throughout his career, Fred has developed a style that puts the client first. He listens to their concerns, goals, and hopes, as he attempts to understand where they are today and where they want to be tomorrow. This empathetic approach has allowed him to develop deep bonds with his clients and their families. Advice is then driven by a planning and service model that identifies issues, aligns recommendations, and delivers strategies tailored to each of his clients.

Fred strives to be the first person clients call when life changes happen.

In addition to his experience, Fred has a Bachelor of Science in Business Administration, Finance, and an MBA, both from the University of Akron.

Over the years, Fred has taught University level courses at the University of Akron, was a speaker at many local organizations and radio on the topics of investments, the economy, and planning, and was the featured speaker at a large financial services firm on the topic of financial planning for individuals.

Because of his loyal clients, Fred’s practice has grown over the years due to their enthusiastic introductions to friends, family, and associates.

Fred is past Chair of The University of Akron, College of Business, Department of Finance, Advisory Board. He has also been involved with several charitable organizations such as the YMCA, Boy Scouts, Rotary, Hudson High School Music Association and others.

A lifetime resident of Summit County, Fred and his wife, Arlene, live in Hudson, Ohio with their daughter, Allison. He enjoys his family, reading, and traveling.

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

Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Stratos Wealth Partners, Ltd., a registered investment advisor. Stratos Wealth Partners, LTD and CAVU Financial LLC are separate entities from LPL Financial. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk. Tactical allocation may involve more frequent buying and selling of assets and will tend to generate higher transaction cost. Investors should consider the tax consequences of moving positions more frequently.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-fred-cook-partner-wealth-advisor-with-cavu-financial-discussing-choosing-a-financial-coach]]>https://api.spreaker.com/episode/57293236Wed, 18 Oct 2023 17:12:23 +0000Mike Saunders, MBAIn the Financial Services Business for almost 40 years, Fred has spent his career in Banking, Insurance, Investments, Financial Planning, and Wealth Management. While most institutions look at these disciplines as competing, Fred has a deep...
In order to have the independence needed, and the resources clients demand, he has aligned himself with CAVU Financial. What brought him to the team is their mission. Managing Partner, Blake Rawson, states the mission consists of “partnering with clients to create and deliver the best, objective, independent recommendations for their financial success”. This allows Fred to focus his talents and experience on providing holistic advice, within a “concierge-sized” practice.

Throughout his career, Fred has developed a style that puts the client first. He listens to their concerns, goals, and hopes, as he attempts to understand where they are today and where they want to be tomorrow. This empathetic approach has allowed him to develop deep bonds with his clients and their families. Advice is then driven by a planning and service model that identifies issues, aligns recommendations, and delivers strategies tailored to each of his clients.

Fred strives to be the first person clients call when life changes happen.

In addition to his experience, Fred has a Bachelor of Science in Business Administration, Finance, and an MBA, both from the University of Akron.

Over the years, Fred has taught University level courses at the University of Akron, was a speaker at many local organizations and radio on the topics of investments, the economy, and planning, and was the featured speaker at a large financial services firm on the topic of financial planning for individuals.

Because of his loyal clients, Fred’s practice has grown over the years due to their enthusiastic introductions to friends, family, and associates.

Fred is past Chair of The University of Akron, College of Business, Department of Finance, Advisory Board. He has also been involved with several charitable organizations such as the YMCA, Boy Scouts, Rotary, Hudson High School Music Association and others.

A lifetime resident of Summit County, Fred and his wife, Arlene, live in Hudson, Ohio with their daughter, Allison. He enjoys his family, reading, and traveling.

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

Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Stratos Wealth Partners, Ltd., a registered investment advisor. Stratos Wealth Partners, LTD and CAVU Financial LLC are separate entities from LPL Financial. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk. Tactical allocation may involve more frequent buying and selling of assets and will tend to generate higher transaction cost. Investors should consider the tax consequences of moving positions more frequently.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-fred-cook-partner-wealth-advisor-with-cavu-financial-discussing-choosing-a-financial-coach]]>1179influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-kaitlyn-laney-financial-advisor-with-trek-wealth-solutions--57226762
Born and raised in the vibrant Bay Area, California, Kaitlyn draws inspiration from her single mother’s unwavering determination and work ethic. Growing up as the eldest of three daughters in a single-parent household, she witnessed firsthand her mother’s remarkable efforts to provide for the family while juggling two jobs. These formative experiences instilled in Kaitlyn a deep appreciation for the value of hard work, resourcefulness, and financial responsibility.

Kaitlyn pursued her academic ambitions at the prestigious W.P Carey School of Business at Arizona State University, where she excelled both in the classroom and in Athletics. During her time at ASU Kaitlyn acted as the starting goalie for the ASU D1 water polo team while also making it on the Dean’s list. Graduating with a degree in Finance, she embarked on a successful career, honing her expertise at reputable institutions such as Vanguard and Fidelity. In 2017, Kaitlyn achieved the distinguished title of Certified Financial Planner, a testament to her dedication to maintaining the highest ethical and fiduciary standards.

Passionate about delivering tailored financial planning strategies, Kaitlyn specializes in implementing sophisticated asset allocation techniques that align with her client’s unique circumstances and financial goals. By understanding their risk tolerance, time horizons, and investment objectives, she constructs well-diversified portfolios that optimize returns while minimizing risks. Moreover, Kaitlyn’s expertise extends to asset location, a crucial aspect of wealth management often overlooked by many. By strategically placing assets in taxable and tax-advantaged accounts, she maximizes tax efficiency, reducing the overall tax burden for her clients while enhancing long-term wealth accumulation. Her in-depth knowledge of tax-efficient investment approaches ensures that clients can keep more of their hard-earned money and achieve their financial aspirations more efficiently.

Outside of her professional endeavors, Kaitlyn loves her role as a devoted wife and mother. For the past six years, she has shared a strong partnership with her loving husband, Max, and together they cherish the joy of raising their six-month-old son, Landon. Kaitlyn and her family also prioritize giving back to their church community and actively support local Arizona charities, including A New Leaf and the Diaper Bank of Arizona.

By skillfully balancing the demands of a thriving career with the joys of motherhood, Kaitlyn serves as an inspiration for those seeking harmony between personal and professional aspirations. Her unwavering dedication, coupled with her compassionate approach, ensures that she makes a lasting difference in the lives of her clients while also nurturing the bonds that matter most to her.

Learn more:
https://www.mytrekwealth.com/staff/kaitlyn-laney/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-kaitlyn-laney-financial-advisor-with-trek-wealth-solutions]]>https://api.spreaker.com/episode/57226762Fri, 13 Oct 2023 18:24:39 +0000Mike Saunders, MBAKaitlyn Laney is a highly accomplished and dedicated Certified Financial Planner who has committed her life to guiding individuals and families through the intricate landscape of finance. With more than a decade of experience and a remarkable track...
Born and raised in the vibrant Bay Area, California, Kaitlyn draws inspiration from her single mother’s unwavering determination and work ethic. Growing up as the eldest of three daughters in a single-parent household, she witnessed firsthand her mother’s remarkable efforts to provide for the family while juggling two jobs. These formative experiences instilled in Kaitlyn a deep appreciation for the value of hard work, resourcefulness, and financial responsibility.

Kaitlyn pursued her academic ambitions at the prestigious W.P Carey School of Business at Arizona State University, where she excelled both in the classroom and in Athletics. During her time at ASU Kaitlyn acted as the starting goalie for the ASU D1 water polo team while also making it on the Dean’s list. Graduating with a degree in Finance, she embarked on a successful career, honing her expertise at reputable institutions such as Vanguard and Fidelity. In 2017, Kaitlyn achieved the distinguished title of Certified Financial Planner, a testament to her dedication to maintaining the highest ethical and fiduciary standards.

Passionate about delivering tailored financial planning strategies, Kaitlyn specializes in implementing sophisticated asset allocation techniques that align with her client’s unique circumstances and financial goals. By understanding their risk tolerance, time horizons, and investment objectives, she constructs well-diversified portfolios that optimize returns while minimizing risks. Moreover, Kaitlyn’s expertise extends to asset location, a crucial aspect of wealth management often overlooked by many. By strategically placing assets in taxable and tax-advantaged accounts, she maximizes tax efficiency, reducing the overall tax burden for her clients while enhancing long-term wealth accumulation. Her in-depth knowledge of tax-efficient investment approaches ensures that clients can keep more of their hard-earned money and achieve their financial aspirations more efficiently.

Outside of her professional endeavors, Kaitlyn loves her role as a devoted wife and mother. For the past six years, she has shared a strong partnership with her loving husband, Max, and together they cherish the joy of raising their six-month-old son, Landon. Kaitlyn and her family also prioritize giving back to their church community and actively support local Arizona charities, including A New Leaf and the Diaper Bank of Arizona.

By skillfully balancing the demands of a thriving career with the joys of motherhood, Kaitlyn serves as an inspiration for those seeking harmony between personal and professional aspirations. Her unwavering dedication, coupled with her compassionate approach, ensures that she makes a lasting difference in the lives of her clients while also nurturing the bonds that matter most to her.

Learn more:
https://www.mytrekwealth.com/staff/kaitlyn-laney/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: fullhttps://www.spreaker.com/episode/interview-with-john-foong-cro-of-domain--57199205
Oversaw record revenue growth at Google and Uber (e.g., multiplying cloud channel revenue into the billions as global lead) and market share/ARPU at Domain. Led large teams around the world (e.g., 300+ people at Google and 500+ at Domain across sales and technical roles). Trusted advisor, caring manager, and Stanford MBA who embraces both the strategic and operational. University of New South Wales Co-Op Scholar, Stanford Arjay Millar Scholar, and McKinsey Practice Olympics winner.

Deep expertise in establishing 3-Way marketplaces: Creating outsized value for customers, win-win solutions for the partners, and engaging careers for the team.

Learn more:
https://www.domain.com.au/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-john-foong-cro-of-domain]]>https://api.spreaker.com/episode/57199205Wed, 11 Oct 2023 18:56:42 +0000Mike Saunders, MBACRO leading Domain’s 500-person commercial team. Stanford MBA/MA, Global Director at Google and Uber, McKinsey consultant. Worked in the U.S., Europe, Australia, and Africa. Oversaw record revenue growth at Google and Uber (e.g., multiplying cloud...
Oversaw record revenue growth at Google and Uber (e.g., multiplying cloud channel revenue into the billions as global lead) and market share/ARPU at Domain. Led large teams around the world (e.g., 300+ people at Google and 500+ at Domain across sales and technical roles). Trusted advisor, caring manager, and Stanford MBA who embraces both the strategic and operational. University of New South Wales Co-Op Scholar, Stanford Arjay Millar Scholar, and McKinsey Practice Olympics winner.

Deep expertise in establishing 3-Way marketplaces: Creating outsized value for customers, win-win solutions for the partners, and engaging careers for the team.

Learn more:
https://www.domain.com.au/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-john-foong-cro-of-domain]]>1042influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-john-martin-with-compass-wealth-strategies-discussing-roadblocks-to-a-successful-retirement--57093892
John Martin, CEP, RFC, IAR of Advanced Tax Planners started his career 27 years ago as an independent financial advisory & wealth management firm in New York.

He has served the business community by providing tax reduction strategies, along with creating, protecting, and preserving his client’s wealth for their families.

John integrates education with holistic financial planning as the foundation for building real Financial Independence more rapidly, especially when taking advantage of all the tax reduction methods the tax code allows.

Each client can expect the highest level of integrity and confidentially working together to design and implement the right strategies to best achieve their individual goals and aspirations, and to control their financial life.

John is based in Western New York and married to his wife Kit. They have a son and a granddaughter Emma. He enjoys time with family, reading, golfing, and traveling.

Learn More: https://www.compasswealthstrategies.net & https://redwoodtaxadvisor.com

Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation. Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or accounts. These product recommendations are not part of the financial plan and you are under no obligation to follow them. Investment Advisor Representative offering Independent Investment Management utilizing Tactical Active Management through Redwood Private Wealth, SIPC.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-john-martin-with-compass-wealth-strategies-discussing-roadblocks-to-a-successful-retirement]]>https://api.spreaker.com/episode/57093892Thu, 05 Oct 2023 19:18:57 +0000Mike Saunders, MBAHard-working business owners and Professionals shouldn’t have to forfeit paying unnecessary taxes while working and especially during retirement. John Martin, CEP, RFC, IAR of Advanced Tax Planners started his career 27 years ago as an independent...
John Martin, CEP, RFC, IAR of Advanced Tax Planners started his career 27 years ago as an independent financial advisory & wealth management firm in New York.

He has served the business community by providing tax reduction strategies, along with creating, protecting, and preserving his client’s wealth for their families.

John integrates education with holistic financial planning as the foundation for building real Financial Independence more rapidly, especially when taking advantage of all the tax reduction methods the tax code allows.

Each client can expect the highest level of integrity and confidentially working together to design and implement the right strategies to best achieve their individual goals and aspirations, and to control their financial life.

John is based in Western New York and married to his wife Kit. They have a son and a granddaughter Emma. He enjoys time with family, reading, golfing, and traveling.

Learn More: https://www.compasswealthstrategies.net & https://redwoodtaxadvisor.com

Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation. Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or accounts. These product recommendations are not part of the financial plan and you are under no obligation to follow them. Investment Advisor Representative offering Independent Investment Management utilizing Tactical Active Management through Redwood Private Wealth, SIPC.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-john-martin-with-compass-wealth-strategies-discussing-roadblocks-to-a-successful-retirement]]>1061influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-matt-seefeld-executive-vice-president-at-medevolve-inc-founder-of-mylifelink--57052008
Matt began his career with Stockamp & Associates, Inc. (now Huron Consulting) and worked for both PricewaterhouseCoopers LLP and Deloitte Consulting LLP in their healthcare and life sciences practice lines. In 2007, he developed an intelligent workflow automation and analytics solution and founded Interpoint Partners, LLC, where he served as Chairman and Chief Executive Officer. He sold the company to Streamline Health in 2011 and continued as a senior executive.

In 2019, Matt founded and developed a free mobile app, My Life Link, which offers a sober community to those suffering from addiction.

Learn More:
https://medevolve.com/
https://www.mylifelinkapp.com/
https://www.linkedin.com/in/matt-seefeld-521319/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-matt-seefeld-executive-vice-president-at-medevolve-inc-founder-of-mylifelink]]>https://api.spreaker.com/episode/57052008Wed, 04 Oct 2023 00:40:21 +0000Mike Saunders, MBAMatt Seefeld joined MedEvolve as EVP and Head of Effective Intelligence in 2017, bringing with him more than 20 years of management consulting experience in the healthcare industry. He has extensive expertise in assessing, designing, and implementing...
Matt began his career with Stockamp & Associates, Inc. (now Huron Consulting) and worked for both PricewaterhouseCoopers LLP and Deloitte Consulting LLP in their healthcare and life sciences practice lines. In 2007, he developed an intelligent workflow automation and analytics solution and founded Interpoint Partners, LLC, where he served as Chairman and Chief Executive Officer. He sold the company to Streamline Health in 2011 and continued as a senior executive.

In 2019, Matt founded and developed a free mobile app, My Life Link, which offers a sober community to those suffering from addiction.

Learn More:
https://medevolve.com/
https://www.mylifelinkapp.com/
https://www.linkedin.com/in/matt-seefeld-521319/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-matt-seefeld-executive-vice-president-at-medevolve-inc-founder-of-mylifelink]]>1236influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-bob-chitrathorn-co-founder-of-simplified-wealth-management-discussing-social-security-claiming-options--57051971
To the Chitrathorns, life in America was a gift and they were proud owners of property in America. They worked hard to put food on the table and to put Bob and his younger sister, Crystal, through school. Bob ate sandwiches with nothing but cheese on them, but he was blessed nonetheless. He learned that perspective made all the difference in life.

In his mother’s words, “education is money in the bank.” She teaches nurses to this day, but she and Sakul, a factory worker, sacrificed to make a better life for Bob and Crystal. They paid for both kids to go through private high school and then helped pay for college.

Their dedication and sacrifice didn’t go to waste. Bob received a full ride scholarship for his first year at La Sierra University, before transferring to Cal State San Bernardino. He received his B.S. in Finance, as well as a B.S. in Real Estate, while minoring in business administration. Despite the rigorous course load, Bob graduated magna cum laude and was named part of the Golden Key Honor Society.

In 2004, Bob became a financial advisor, which was an opportunity to make a good living, while helping others make the best decisions for their own financial lives. He had a short stint at H&R Block and also considered real estate, but he found his passion in personal finance. While Bob was attending CSUSB, his parents were working with an agent at New York Life. Bob always sat in on their meetings. He found that by listening to his parents’ goals and conveying the pros and cons of their decisions, that they would listen to him more often than their own advisor.

When Bob became an advisor, it was a no-brainer that Puttachart and Sakul would work with their son, who always listened to their needs. With over 12 years of industry experience, he now has hundreds of clients beyond his parents to guide and influence. Bob recently joined newly established Simplified Wealth Management to help grow a new brand and to help shape the next generation of financial advisors.

In 2016, Bob contributed a chapter to best-selling author and esteemed motivational speaker, Brian Tracy’s book. The book, “Success Manifesto: The World’s Leading Entrepreneurs & Professionals Reveal Their Secrets to Mastering Health, Wealth & Lifestyle,” was an opportunity for Bob to share his love for planning and for his clients.

He holds the Series 6, Series 7, and Series 63 registrations with LPL Financial, and Series 65 registration with Strategic Wealth Advisors Group, LLC, and life, health and long-term care insurance licenses. Bob has been married to the love of his life, Brittany, for five years. They live in their Riverside, CA home with their rescue dog, Mazy, a pool, putting green, and a Pittsburgh Steelers-themed bar that’s perfect for Sunday Night Football.

If you’re looking for Bob at 6:30 or 7 p.m. on a weeknight, more often than not, he’s prepping for a case or making phone calls. His parents’ work habits weren’t lost on him and he’s usually the one at the end of the night setting the alarm and turning off the lights.

Complimentary Power of Attorney
Help with business valuation
Complimentary Second Opinion, investment review/analytics.

Learn more:
https://planwithbob.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-bob-chitrathorn-co-founder-of-simplified-wealth-management-discussing-social-security-claiming-options]]>https://api.spreaker.com/episode/57051971Wed, 04 Oct 2023 00:31:56 +0000Mike Saunders, MBASuthipong Robert Chitrathorn (or Bob for short) came from humble beginnings. Born to parents Puttachart and Sakul Chitrathorn, Bob was raised in a mobile home park in Colton, CA. His parents migrated to Michigan from Bangkok, Thailand in 1974, before...
To the Chitrathorns, life in America was a gift and they were proud owners of property in America. They worked hard to put food on the table and to put Bob and his younger sister, Crystal, through school. Bob ate sandwiches with nothing but cheese on them, but he was blessed nonetheless. He learned that perspective made all the difference in life.

In his mother’s words, “education is money in the bank.” She teaches nurses to this day, but she and Sakul, a factory worker, sacrificed to make a better life for Bob and Crystal. They paid for both kids to go through private high school and then helped pay for college.

Their dedication and sacrifice didn’t go to waste. Bob received a full ride scholarship for his first year at La Sierra University, before transferring to Cal State San Bernardino. He received his B.S. in Finance, as well as a B.S. in Real Estate, while minoring in business administration. Despite the rigorous course load, Bob graduated magna cum laude and was named part of the Golden Key Honor Society.

In 2004, Bob became a financial advisor, which was an opportunity to make a good living, while helping others make the best decisions for their own financial lives. He had a short stint at H&R Block and also considered real estate, but he found his passion in personal finance. While Bob was attending CSUSB, his parents were working with an agent at New York Life. Bob always sat in on their meetings. He found that by listening to his parents’ goals and conveying the pros and cons of their decisions, that they would listen to him more often than their own advisor.

When Bob became an advisor, it was a no-brainer that Puttachart and Sakul would work with their son, who always listened to their needs. With over 12 years of industry experience, he now has hundreds of clients beyond his parents to guide and influence. Bob recently joined newly established Simplified Wealth Management to help grow a new brand and to help shape the next generation of financial advisors.

In 2016, Bob contributed a chapter to best-selling author and esteemed motivational speaker, Brian Tracy’s book. The book, “Success Manifesto: The World’s Leading Entrepreneurs & Professionals Reveal Their Secrets to Mastering Health, Wealth & Lifestyle,” was an opportunity for Bob to share his love for planning and for his clients.

He holds the Series 6, Series 7, and Series 63 registrations with LPL Financial, and Series 65 registration with Strategic Wealth Advisors Group, LLC, and life, health and long-term care insurance licenses. Bob has been married to the love of his life, Brittany, for five years. They live in their Riverside, CA home with their rescue dog, Mazy, a pool, putting green, and a Pittsburgh Steelers-themed bar that’s perfect for Sunday Night Football.

If you’re looking for Bob at 6:30 or 7 p.m. on a weeknight, more often than not, he’s prepping for a case or making phone calls. His parents’ work habits weren’t lost on him and he’s usually the one at the end of the night setting the alarm and turning off the lights.

Complimentary Power of Attorney
Help with business valuation
Complimentary Second Opinion, investment review/analytics.

Learn more:
https://planwithbob.com/

Influential Entrepreneurs with...]]>1271influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-mark-hansen-financial-planner-at-second-comma--57019609
Mark’s dedication to empowering his clients to transform their financial lives.

Learn more:
https://www.second-comma.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-mark-hansen-financial-planner-at-second-comma]]>https://api.spreaker.com/episode/57019609Sun, 01 Oct 2023 22:55:12 +0000Mike Saunders, MBAIntroducing Mark, the financial planner at Second Comma, a trusted partner in striving for financial success. Mark helps his clients navigate the complexities of personal finance, ensuring they make informed decisions to secure their financial future....
Mark’s dedication to empowering his clients to transform their financial lives.

Learn more:
https://www.second-comma.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-mark-hansen-financial-planner-at-second-comma]]>1010influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-fred-cook-partner-wealth-advisor-with-cavu-financial-discussing-401k-strategies--57019586
In order to have the independence needed, and the resources clients demand, he has aligned himself with CAVU Financial. What brought him to the team is their mission. Managing Partner, Blake Rawson, states the mission consists of “partnering with clients to create and deliver the best, objective, independent recommendations for their financial success”. This allows Fred to focus his talents and experience on providing holistic advice, within a “concierge-sized” practice.

Throughout his career, Fred has developed a style that puts the client first. He listens to their concerns, goals, and hopes, as he attempts to understand where they are today and where they want to be tomorrow. This empathetic approach has allowed him to develop deep bonds with his clients and their families. Advice is then driven by a planning and service model that identifies issues, aligns recommendations, and delivers strategies tailored to each of his clients. Fred strives to be the first person clients call when life changes happen.

In addition to his experience, Fred has a Bachelor of Science in Business Administration, Finance, and an MBA from the University of Akron.

Over the years, Fred has taught University level courses at the University of Akron, was a speaker at many local organizations and radio on the topics of investments, the economy, and planning, and was the featured speaker at a large financial services firm on the topic of financial planning for individuals.

Because of his loyal clients, Fred’s practice has grown over the years due to their enthusiastic introductions to friends, family, and associates.

Fred is past Chair of The University of Akron, College of Business, Department of Finance, Advisory Board. He has also been involved with several charitable organizations such as the YMCA, Boy Scouts, Rotary, Hudson High School Music Association, and others.

A lifetime resident of Summit County, Fred and his wife, Arlene, live in Hudson, Ohio with their daughter, Allison. He enjoys his family, reading, and traveling.

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

Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Stratos Wealth Partners, Ltd., a registered investment advisor. Stratos Wealth Partners, LTD and CAVU Financial LLC are separate entities from LPL Financial. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk. Tactical allocation may involve more frequent buying and selling of assets and will tend to generate higher transaction cost. Investors should consider the tax consequences of moving positions more frequently.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-fred-cook-partner-wealth-advisor-with-cavu-financial-discussing-401k-strategies]]>https://api.spreaker.com/episode/57019586Sun, 01 Oct 2023 22:48:42 +0000Mike Saunders, MBAIn the Financial Services Business for almost 40 years, Fred has spent his career in Banking, Insurance, Investments, Financial Planning, and Wealth Management. While most institutions look at these disciplines as competing, Fred deeply understands...
In order to have the independence needed, and the resources clients demand, he has aligned himself with CAVU Financial. What brought him to the team is their mission. Managing Partner, Blake Rawson, states the mission consists of “partnering with clients to create and deliver the best, objective, independent recommendations for their financial success”. This allows Fred to focus his talents and experience on providing holistic advice, within a “concierge-sized” practice.

Throughout his career, Fred has developed a style that puts the client first. He listens to their concerns, goals, and hopes, as he attempts to understand where they are today and where they want to be tomorrow. This empathetic approach has allowed him to develop deep bonds with his clients and their families. Advice is then driven by a planning and service model that identifies issues, aligns recommendations, and delivers strategies tailored to each of his clients. Fred strives to be the first person clients call when life changes happen.

In addition to his experience, Fred has a Bachelor of Science in Business Administration, Finance, and an MBA from the University of Akron.

Over the years, Fred has taught University level courses at the University of Akron, was a speaker at many local organizations and radio on the topics of investments, the economy, and planning, and was the featured speaker at a large financial services firm on the topic of financial planning for individuals.

Because of his loyal clients, Fred’s practice has grown over the years due to their enthusiastic introductions to friends, family, and associates.

Fred is past Chair of The University of Akron, College of Business, Department of Finance, Advisory Board. He has also been involved with several charitable organizations such as the YMCA, Boy Scouts, Rotary, Hudson High School Music Association, and others.

A lifetime resident of Summit County, Fred and his wife, Arlene, live in Hudson, Ohio with their daughter, Allison. He enjoys his family, reading, and traveling.

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

Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Stratos Wealth Partners, Ltd., a registered investment advisor. Stratos Wealth Partners, LTD and CAVU Financial LLC are separate entities from LPL Financial. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk. Tactical allocation may involve more frequent buying and selling of assets and will tend to generate higher transaction cost. Investors should consider the tax consequences of moving positions more frequently.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-fred-cook-partner-wealth-advisor-with-cavu-financial-discussing-401k-strategies]]>1420influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-financial-professional-bill-andrews-discussing-objectives-for-bond-allocations--56947202
In the 1980s he joined one of the most respected firms in the securities industry and gained valuable expertise advising and planning for many of the retirees making their way south from the northeastern seaboard.

Having grown up in Miami, Florida, he had the opportunity to work with his father, his first mentor and respected private yacht captain who catered to the mega-wealthy, politicians, and corporate titans. The experiences gleaned from living and working on these floating hotels provided him with unique insights, and a rare opportunity to observe and converse with some of the world’s most successful people.

Throughout his career, he received numerous awards and accolades, including being recognized as a top representative for numerous nationally ranked banking, insurance, and securities behemoths, thanks to his unwavering dedication to success and client service.

Since 1995, he has been managing his own retirement planning practice. Over the past two decades, he sponsored and spoke at more than 200 financial seminars on topics such as 401k/IRA rollovers, cash management, investment tax strategies, annuity and asset allocation, investment and income planning, and Social Security planning. Additionally, he has frequently collaborated with CPAs and attorneys to provide expert guidance on tax, estate, and trust planning.

Between 2002 and 2005, he partnered with a physicians’ financial advisory and practice management firm, participating in speaking engagements focused on pre-retirement and retirement planning for practicing physicians.
For the past decade, he has been advising on 403b, 457, 401k/IRA rollover and pension planning in 15 San Francisco Bay Area and Silicon Valley school districts, conducting over 100 retirement and compliance seminars for all levels of educators from janitors to superintendents.

So far, over the course of his career, he has advised thousands of individuals and families. These relationships and experiences translated into valuable lessons, stories, and life experiences. His clients have benefited richly from his lifetime of seasoned insights.

He frequently travels for business or pleasure but usually both. As his clients retire many are relocating from the West Coast closer to their children and grandchildren or simply to realize their dreams. He estimates his client base now spans 17 states. He hikes the Great Northwest forests, rivers, and the most majestic NW Pacific coast beaches. He even indulges in a little salmon fishing on the Columbia River.

As he continues to adopt new technologies and grow his practice, he is driven by a passion for the industry and a commitment to being productive, balanced, and helpful thereby, meeting his own retirement goals. He looks forward to building new relationships and experiencing an abundant life filled with love and happiness.

“MY STRONG BELIEF IN EDUCATION AND PLANNING HAS BEEN THE FOUNDATION OF MY CLIENT’S SUCCESS”

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-financial-professional-bill-andrews-discussing-objectives-for-bond-allocations]]>https://api.spreaker.com/episode/56947202Tue, 26 Sep 2023 18:47:24 +0000Mike Saunders, MBAWith over four decades of experience in the insurance, banking, and brokerage industries, Bill Andrews began his career in 1979 as a life insurance and securities professional. The financial world became his early playground and he loved it. In the...
In the 1980s he joined one of the most respected firms in the securities industry and gained valuable expertise advising and planning for many of the retirees making their way south from the northeastern seaboard.

Having grown up in Miami, Florida, he had the opportunity to work with his father, his first mentor and respected private yacht captain who catered to the mega-wealthy, politicians, and corporate titans. The experiences gleaned from living and working on these floating hotels provided him with unique insights, and a rare opportunity to observe and converse with some of the world’s most successful people.

Throughout his career, he received numerous awards and accolades, including being recognized as a top representative for numerous nationally ranked banking, insurance, and securities behemoths, thanks to his unwavering dedication to success and client service.

Since 1995, he has been managing his own retirement planning practice. Over the past two decades, he sponsored and spoke at more than 200 financial seminars on topics such as 401k/IRA rollovers, cash management, investment tax strategies, annuity and asset allocation, investment and income planning, and Social Security planning. Additionally, he has frequently collaborated with CPAs and attorneys to provide expert guidance on tax, estate, and trust planning.

Between 2002 and 2005, he partnered with a physicians’ financial advisory and practice management firm, participating in speaking engagements focused on pre-retirement and retirement planning for practicing physicians.
For the past decade, he has been advising on 403b, 457, 401k/IRA rollover and pension planning in 15 San Francisco Bay Area and Silicon Valley school districts, conducting over 100 retirement and compliance seminars for all levels of educators from janitors to superintendents.

So far, over the course of his career, he has advised thousands of individuals and families. These relationships and experiences translated into valuable lessons, stories, and life experiences. His clients have benefited richly from his lifetime of seasoned insights.

He frequently travels for business or pleasure but usually both. As his clients retire many are relocating from the West Coast closer to their children and grandchildren or simply to realize their dreams. He estimates his client base now spans 17 states. He hikes the Great Northwest forests, rivers, and the most majestic NW Pacific coast beaches. He even indulges in a little salmon fishing on the Columbia River.

As he continues to adopt new technologies and grow his practice, he is driven by a passion for the industry and a commitment to being productive, balanced, and helpful thereby, meeting his own retirement goals. He looks forward to building new relationships and experiencing an abundant life filled with love and happiness.

“MY STRONG BELIEF IN EDUCATION AND PLANNING HAS BEEN THE FOUNDATION OF MY CLIENT’S SUCCESS”

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-financial-professional-bill-andrews-discussing-objectives-for-bond-allocations]]>950influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-cory-roberson-founder-and-ceo-with-fin-compliance--56946955
In collaboration with partner brands like FIN Disclosure, Lancer, and Auditor, Cory addresses compliance, consulting, disclosure, and training challenges within the broader financial services ecosystem. This ecosystem encompasses investment advisors, Broker-Dealer (hybrids), auditors, and financial service consultants.

Cory is a member of the National Association of Insurance and Financial Advisors (NAIFA). His firm, FIN Compliance, has earned recognition with the National Association of Personal Financial Planners (NAPFA), the Association of African American Advisors (ÁAAA), Kitces.Com Advisor Tech Directory, and has been featured in various articles in Financial Planning Magazine.

Cory has also been a featured speaker at notable events, where he has engaged in discussions such as “RegTech & The Current State of the Compliance Ecosystem” at the FinTech Diaspora Forum, sponsored by Prohaus VC, The Fintech School, and Innovate the Next. Additionally, he has spoken on “RegTech: Re-Engineering Compliance for Wealth Managers and Financial Advisors” during the ICO4Impact Virtual Summit, sponsored by Beyond Capital Markets. His previous publications include an article titled “Raising the Bar for Compliance: 10 Tips for Practice Management,” which was featured in a Financial Planning Association – Silicon Valley (FPA) newsletter in 2014.

Impact:
Over the course of 15 years, Cory has devoted his time to volunteering with three church ministries, school programs, and currently a youth-based organization in Fairfield (“Leaders of Men”). As a part his past global projects, Cory has held business sessions and classroom instruction for students in South Korea, China, South Africa, Thailand, Peru, and India. In alignment with his book, “From Student to Entrepreneur: Making the Transition to Business,” Cory is a dedicated design strategist with a fervent commitment to creating a space for innovation, ministry, creativity, and business.

Learn more:
https://fincompliance.io/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-cory-roberson-founder-and-ceo-with-fin-compliance]]>https://api.spreaker.com/episode/56946955Tue, 26 Sep 2023 18:22:19 +0000Mike Saunders, MBACory Roberson serves as the Founder/CEO of FIN Compliance (FinCompliance.io), a comprehensive consortium specializing in compliance, consulting, and training management solutions tailored to assist boutique investment firms in structuring,...
In collaboration with partner brands like FIN Disclosure, Lancer, and Auditor, Cory addresses compliance, consulting, disclosure, and training challenges within the broader financial services ecosystem. This ecosystem encompasses investment advisors, Broker-Dealer (hybrids), auditors, and financial service consultants.

Cory is a member of the National Association of Insurance and Financial Advisors (NAIFA). His firm, FIN Compliance, has earned recognition with the National Association of Personal Financial Planners (NAPFA), the Association of African American Advisors (ÁAAA), Kitces.Com Advisor Tech Directory, and has been featured in various articles in Financial Planning Magazine.

Cory has also been a featured speaker at notable events, where he has engaged in discussions such as “RegTech & The Current State of the Compliance Ecosystem” at the FinTech Diaspora Forum, sponsored by Prohaus VC, The Fintech School, and Innovate the Next. Additionally, he has spoken on “RegTech: Re-Engineering Compliance for Wealth Managers and Financial Advisors” during the ICO4Impact Virtual Summit, sponsored by Beyond Capital Markets. His previous publications include an article titled “Raising the Bar for Compliance: 10 Tips for Practice Management,” which was featured in a Financial Planning Association – Silicon Valley (FPA) newsletter in 2014.

Impact:
Over the course of 15 years, Cory has devoted his time to volunteering with three church ministries, school programs, and currently a youth-based organization in Fairfield (“Leaders of Men”). As a part his past global projects, Cory has held business sessions and classroom instruction for students in South Korea, China, South Africa, Thailand, Peru, and India. In alignment with his book, “From Student to Entrepreneur: Making the Transition to Business,” Cory is a dedicated design strategist with a fervent commitment to creating a space for innovation, ministry, creativity, and business.

Learn more:
https://fincompliance.io/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-cory-roberson-founder-and-ceo-with-fin-compliance]]>1000influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-justin-leger-chief-operating-officer-with-cybeats-discussing-sbom-studio--56875418
Learn more:
https://www.cybeats.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-justin-leger-chief-operating-officer-with-cybeats-discussing-sbom-studio]]>https://api.spreaker.com/episode/56875418Wed, 20 Sep 2023 23:17:47 +0000Mike Saunders, MBAJustin, with a blend of military and corporate leadership, catalyzed the expansion of Cybeats as Chief Operating Officer and brings nearly 20 years of strategic and operational expertise, underscored by decorated service as a senior officer in Special...
Learn more:
https://www.cybeats.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-justin-leger-chief-operating-officer-with-cybeats-discussing-sbom-studio]]>1100influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-jim-billington-managing-director-of-wealth-pilots-discussing-the-retirement-flight-plan--56875354
Bill says: “At Wealth Pilots we believe your Retirement Plan should include a Flight Plan for all possible conditions. This stands for Future, Lifetime, Increasing Income, Growth, Hedging and Taxes.”

Learn More:
https://www.wealthpilots.net/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-jim-billington-managing-director-of-wealth-pilots-discussing-the-retirement-flight-plan]]>https://api.spreaker.com/episode/56875354Wed, 20 Sep 2023 23:07:19 +0000Mike Saunders, MBAI started in Retirement Preservation Planning 22 years ago as the Tech Bubble, started moving towards a meltdown, and I saw Wall Street throwing out all the fundamentals and taking too much risk with people’s nest eggs. I am a second-generation...
Bill says: “At Wealth Pilots we believe your Retirement Plan should include a Flight Plan for all possible conditions. This stands for Future, Lifetime, Increasing Income, Growth, Hedging and Taxes.”

Learn More:
https://www.wealthpilots.net/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-jim-billington-managing-director-of-wealth-pilots-discussing-the-retirement-flight-plan]]>1408influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-jeff-buehner-author-of-the-sultan-s-seven-secrets--56875298
Learn More:
https://sultans7secrets.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-jeff-buehner-author-of-the-sultans-seven-secrets]]>https://api.spreaker.com/episode/56875298Wed, 20 Sep 2023 22:59:05 +0000Mike Saunders, MBAJeff Buehner is the world’s foremost expert on the writings of the richest man to ever walk the earth – Sultan Musa of Mali. For 25 years, Jeff has used historical lessons in wealth-building to help his clients take control of their lives, manage...
Learn More:
https://sultans7secrets.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-jeff-buehner-author-of-the-sultans-seven-secrets]]>1839influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-troy-thompson-owner-and-founder-of-angel-of-freedom-financial--56858640
Troy has over 28 years of investment and insurance experience. As an active-duty Registered Nurse, he started his finance experience as a client in 1995. After Troy’s retirement account was cut in half the second time in 2008, he realized the limitations of the conventional approach. This led to a journey of personal discovery and investigation of alternatives that resulted in his current practice of offering a Virtual Family Office.

Learn more:
https://aoffinancial.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-troy-thompson-owner-and-founder-of-angel-of-freedom-financial]]>https://api.spreaker.com/episode/56858640Tue, 19 Sep 2023 19:27:39 +0000Mike Saunders, MBATroy Thompson is the owner and founder of Angel Of Freedom Financial. He works with a proactive team of specialists who provide tremendous value in the areas of tax, law, wealth management, risk management, estate planning, and business development....
Troy has over 28 years of investment and insurance experience. As an active-duty Registered Nurse, he started his finance experience as a client in 1995. After Troy’s retirement account was cut in half the second time in 2008, he realized the limitations of the conventional approach. This led to a journey of personal discovery and investigation of alternatives that resulted in his current practice of offering a Virtual Family Office.

Learn more:
https://aoffinancial.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-troy-thompson-owner-and-founder-of-angel-of-freedom-financial]]>1204influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-gary-scofield-founder-mansfield-financial-strategies-discussing-life-insurance--56845065
We take a personalized approach to helping individuals by understanding their unique circumstances, goals, and concerns. As independent advisors, we have access to diverse products and solutions to create comprehensive plans that provide secure and predictable lifetime income. Our mission is to guide people toward a worry-free retirement, building lasting relationships along the way.

Learn More:
https://mansfieldfs.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-gary-scofield-founder-mansfield-financial-strategies-discussing-life-insurance]]>https://api.spreaker.com/episode/56845065Mon, 18 Sep 2023 18:31:48 +0000Mike Saunders, MBAGary is an accomplished financial advisor who has spent over four decades dedicated to guiding clients toward financial prosperity in retirement. With impressive credentials, including a lifetime membership in MDRT (Million Dollar Round Table), Gary’s...
We take a personalized approach to helping individuals by understanding their unique circumstances, goals, and concerns. As independent advisors, we have access to diverse products and solutions to create comprehensive plans that provide secure and predictable lifetime income. Our mission is to guide people toward a worry-free retirement, building lasting relationships along the way.

Learn More:
https://mansfieldfs.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-gary-scofield-founder-mansfield-financial-strategies-discussing-life-insurance]]>1206influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-fred-cook-partner-wealth-advisor-w-cavu-financial-discussing-portfolio-preservation--56804191
In order to have the independence needed, and the resources clients demand, he has aligned himself with CAVU Financial. What brought him to the team is their mission. Managing Partner, Blake Rawson, states the mission consists of “partnering with clients to create and deliver the best, objective, independent recommendations for their financial success”. This allows Fred to focus his talents and experience on providing holistic advice, within a “concierge sized” practice.

Throughout his career, Fred has developed a style that puts the client first. He listens to their concerns, goals, and hopes, as he attempts to understand where they are today and where they want to be tomorrow. This empathetic approach has allowed him to develop deep bonds with his clients and their families. Advice is then driven by a planning and service model that identifies issues, aligns recommendations, and delivers strategies tailored to each of his clients. Fred strives to be the first person clients call when life changes happen.
In addition to his experience, Fred has a Bachelor of Science in Business Administration, Finance, and an MBA, both from the University of Akron.

Over the years, Fred has taught University level courses at the University of Akron, was a speaker at many local organizations and radio on the topics of investments, the economy, and planning, and was the featured speaker at a large financial services firm on the topic of financial planning for individuals.

Because of his loyal clients, Fred’s practice has grown over the years due to their enthusiastic introductions to friends, family and associates.

Fred is past Chair of The University of Akron, College of Business, Department of Finance, Advisory Board. He has also been involved with several charitable organizations such as the YMCA, Boy Scouts, Rotary, Hudson High School Music Association and others.

A lifetime resident of Summit County, Fred and his wife, Arlene, live in Hudson, Ohio with their daughter, Allison. He enjoys his family, reading, and traveling.

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

Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Stratos Wealth Partners, Ltd., a registered investment advisor. Stratos Wealth Partners, LTD and CAVU Financial LLC are separate entities from LPL Financial. Any comments made here are general and not intended to provide ERISA, tax, legal or investment advice.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-fred-cook-partner-wealth-advisor-w-cavu-financial-discussing-portfolio-preservation]]>https://api.spreaker.com/episode/56804191Thu, 14 Sep 2023 19:56:52 +0000Mike Saunders, MBAIn the Financial Services Business for almost 40 years, Fred has spent his career in Banking, Insurance, Investments, Financial Planning and Wealth Management. While most institutions look at these disciplines as competing, Fred has a deep...
In order to have the independence needed, and the resources clients demand, he has aligned himself with CAVU Financial. What brought him to the team is their mission. Managing Partner, Blake Rawson, states the mission consists of “partnering with clients to create and deliver the best, objective, independent recommendations for their financial success”. This allows Fred to focus his talents and experience on providing holistic advice, within a “concierge sized” practice.

Throughout his career, Fred has developed a style that puts the client first. He listens to their concerns, goals, and hopes, as he attempts to understand where they are today and where they want to be tomorrow. This empathetic approach has allowed him to develop deep bonds with his clients and their families. Advice is then driven by a planning and service model that identifies issues, aligns recommendations, and delivers strategies tailored to each of his clients. Fred strives to be the first person clients call when life changes happen.
In addition to his experience, Fred has a Bachelor of Science in Business Administration, Finance, and an MBA, both from the University of Akron.

Over the years, Fred has taught University level courses at the University of Akron, was a speaker at many local organizations and radio on the topics of investments, the economy, and planning, and was the featured speaker at a large financial services firm on the topic of financial planning for individuals.

Because of his loyal clients, Fred’s practice has grown over the years due to their enthusiastic introductions to friends, family and associates.

Fred is past Chair of The University of Akron, College of Business, Department of Finance, Advisory Board. He has also been involved with several charitable organizations such as the YMCA, Boy Scouts, Rotary, Hudson High School Music Association and others.

A lifetime resident of Summit County, Fred and his wife, Arlene, live in Hudson, Ohio with their daughter, Allison. He enjoys his family, reading, and traveling.

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

Securities offered through LPL Financial, member FINRA/SIPC. Investment advice offered through Stratos Wealth Partners, Ltd., a registered investment advisor. Stratos Wealth Partners, LTD and CAVU Financial LLC are separate entities from LPL Financial. Any comments made here are general and not intended to provide ERISA, tax, legal or investment advice.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-fred-cook-partner-wealth-advisor-w-cavu-financial-discussing-portfolio-preservation]]>1409influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-ron-cook-owner-of-cook-tax-retirement-discussing-how-taxes-impact-retirement--56804127
Throughout his career, he has learned that if you help people address their concerns, you will have a gratifying business. Steering people toward a more stable and predictable retirement is his mission, as he continuously strives to provide better strategies to procure the greatest amount of income for his clients while preserving the integrity of accumulated assets.

Ron’s true passion is spending time with his wife and four children. He also enjoys golf and boating.

Learn More:
https://cooktaxandretirement.com/

Licensed Insurance Professional Respond and learn how insurance and annuities can positively impact your retirement. This material has been provided by a licensed insurance professional for informational and educational purposes only and is not endorsed or affiliated with the Social Security Administration or any government agency. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. 20578 – 2020/11/12

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-ron-cook-owner-of-cook-tax-retirement-discussing-how-taxes-impact-retirement]]>https://api.spreaker.com/episode/56804127Thu, 14 Sep 2023 19:49:48 +0000Mike Saunders, MBARon began his career in the insurance and financial industry in 1988 and has included banking, mortgage origination, and retirement income planning. Throughout his career, he has learned that if you help people address their concerns, you will have a...
Throughout his career, he has learned that if you help people address their concerns, you will have a gratifying business. Steering people toward a more stable and predictable retirement is his mission, as he continuously strives to provide better strategies to procure the greatest amount of income for his clients while preserving the integrity of accumulated assets.

Ron’s true passion is spending time with his wife and four children. He also enjoys golf and boating.

Learn More:
https://cooktaxandretirement.com/

Licensed Insurance Professional Respond and learn how insurance and annuities can positively impact your retirement. This material has been provided by a licensed insurance professional for informational and educational purposes only and is not endorsed or affiliated with the Social Security Administration or any government agency. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. 20578 – 2020/11/12

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-ron-cook-owner-of-cook-tax-retirement-discussing-how-taxes-impact-retirement]]>1260influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-ron-cook-jr-owner-of-rc-wealth-advisors-discussing-smart-retirement-strategies--56790889
Ron loves his God, country, and family. He is a big New England Sports fan, he has two French bulldogs and has an annual pass to Disney World where he and his wife got married.

Learn More:
https://www.rcwealthadvisors.com/ and https://www.retirementmoneyschool.com/



Investment Advisory Services offered through Retirement Wealth Advisors, Inc. (RWA) an SEC Registered Investment Advisor. RC Wealth Advisors and RWA are not affiliated. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values.

Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.

This information is designed to provide general information on the subjects covered, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that RC Wealth Advisors and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.

Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any references to protection benefits or lifetime income generally refer to fixed insurance products. They do not refer, in any way to securities or investment advisory products or services. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Retirement Wealth Advisors, Inc.


Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-ron-cook-jr-owner-of-rc-wealth-advisors-discussing-smart-retirement-strategies]]>https://api.spreaker.com/episode/56790889Wed, 13 Sep 2023 18:38:14 +0000Mike Saunders, MBARon Cook Jr. is an independent fiduciary Investment Advisor Representative that helps families with the fear of possibly running out of money in retirement, lowering or eliminating retirement financial risks, and protecting their retirement funds from...
Ron loves his God, country, and family. He is a big New England Sports fan, he has two French bulldogs and has an annual pass to Disney World where he and his wife got married.

Learn More:
https://www.rcwealthadvisors.com/ and https://www.retirementmoneyschool.com/



Investment Advisory Services offered through Retirement Wealth Advisors, Inc. (RWA) an SEC Registered Investment Advisor. RC Wealth Advisors and RWA are not affiliated. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values.

Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.

This information is designed to provide general information on the subjects covered, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that RC Wealth Advisors and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.

Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any references to protection benefits or lifetime income generally refer to fixed insurance products. They do not refer, in any way to securities or investment advisory products or services. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Retirement Wealth Advisors, Inc.


Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-ron-cook-jr-owner-of-rc-wealth-advisors-discussing-smart-retirement-strategies]]>1497influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-linda-kaye-business-and-wealth-building-strategist--56790755
Linda has a keen eye for identifying opportunities and a talent for turning them into profitable ventures, founding multiple 6-figure businesses, including Open Roads, a real estate brokerage, and her signature coaching business, Money Acceleration Plan. Her leadership skills and entrepreneurial spirit have proven to be a force to be reckoned with in the business world. Linda’s ability to find a need and fill it has been the key to her success, and staying relevant. She continues to inspire others with her innovative ideas with unwavering determination. Have fun building your business. Otherwise, why work that hard?

Mindset doesn’t just own your business; it also runs your life.

Learn More:
https://lindak360.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-linda-kaye-business-and-wealth-building-strategist]]>https://api.spreaker.com/episode/56790755Wed, 13 Sep 2023 18:28:00 +0000Mike Saunders, MBALinda is a lifetime entrepreneur, international best-selling author, and accomplished musician. Growing up with 7 highly competitive brothers, she learned the importance of standing out by learning how to play the piano. Her early business lessons led...
Linda has a keen eye for identifying opportunities and a talent for turning them into profitable ventures, founding multiple 6-figure businesses, including Open Roads, a real estate brokerage, and her signature coaching business, Money Acceleration Plan. Her leadership skills and entrepreneurial spirit have proven to be a force to be reckoned with in the business world. Linda’s ability to find a need and fill it has been the key to her success, and staying relevant. She continues to inspire others with her innovative ideas with unwavering determination. Have fun building your business. Otherwise, why work that hard?

Mindset doesn’t just own your business; it also runs your life.

Learn More:
https://lindak360.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-linda-kaye-business-and-wealth-building-strategist]]>1813influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-ron-cook-owner-of-cook-tax-retirement-discussing-market-loss-protection--56777828
Throughout his career, he has learned that if you help people address their concerns, you will have a gratifying business. Steering people toward a more stable and predictable retirement is his mission, as he continuously strives to provide better strategies to procure the greatest amount of income for his clients while preserving the integrity of accumulated assets.

Ron’s true passion is spending time with his wife and four children. He also enjoys golf and boating.

Learn More:
https://cooktaxandretirement.com/

Licensed Insurance Professional Respond and learn how insurance and annuities can positively impact your retirement. This material has been provided by a licensed insurance professional for informational and educational purposes only and is not endorsed or affiliated with the Social Security Administration or any government agency. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. 20578 – 2020/11/12

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/ron-cook-jr-owner-of-rc-wealth-advisors-interviewed-on-the-influential-entrepreneurs-podcast-discussing-a-simple-retirement-strategy]]>https://api.spreaker.com/episode/56777828Tue, 12 Sep 2023 15:58:37 +0000Mike Saunders, MBARon began his career in the insurance and financial industry in 1988 and has included banking, mortgage origination, and retirement income planning. Throughout his career, he has learned that if you help people address their concerns, you will have a...
Throughout his career, he has learned that if you help people address their concerns, you will have a gratifying business. Steering people toward a more stable and predictable retirement is his mission, as he continuously strives to provide better strategies to procure the greatest amount of income for his clients while preserving the integrity of accumulated assets.

Ron’s true passion is spending time with his wife and four children. He also enjoys golf and boating.

Learn More:
https://cooktaxandretirement.com/

Licensed Insurance Professional Respond and learn how insurance and annuities can positively impact your retirement. This material has been provided by a licensed insurance professional for informational and educational purposes only and is not endorsed or affiliated with the Social Security Administration or any government agency. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. 20578 – 2020/11/12

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/ron-cook-jr-owner-of-rc-wealth-advisors-interviewed-on-the-influential-entrepreneurs-podcast-discussing-a-simple-retirement-strategy]]>1138influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-ron-cook-owner-of-cook-tax-retirement-discussing-guaranteed-income--56753862Throughout his career, he has learned that if you help people address their concerns, you will have a gratifying business. Steering people toward a more stable and predictable retirement is his mission, as he continuously strives to provide better strategies to procure the greatest amount of income for his clients while preserving the integrity of accumulated assets.

Ron’s true passion is spending time with his wife and four children. He also enjoys golf and boating.

Learn More:
https://cooktaxandretirement.com/

Licensed Insurance Professional Respond and learn how insurance and annuities can positively impact your retirement. This material has been provided by a licensed insurance professional for informational and educational purposes only and is not endorsed or affiliated with the Social Security Administration or any government agency. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. 20578 – 2020/11/12

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-ron-cook-owner-of-cook-tax-retirement-discussing-guaranteed-income]]>https://api.spreaker.com/episode/56753862Sun, 10 Sep 2023 17:47:41 +0000Mike Saunders, MBARon began his career in the insurance and financial industry in 1988 and has included banking, mortgage origination, and retirement income planning. Throughout his career, he has learned that if you help people address their concerns, you will have a...Throughout his career, he has learned that if you help people address their concerns, you will have a gratifying business. Steering people toward a more stable and predictable retirement is his mission, as he continuously strives to provide better strategies to procure the greatest amount of income for his clients while preserving the integrity of accumulated assets.

Ron’s true passion is spending time with his wife and four children. He also enjoys golf and boating.

Learn More:
https://cooktaxandretirement.com/

Licensed Insurance Professional Respond and learn how insurance and annuities can positively impact your retirement. This material has been provided by a licensed insurance professional for informational and educational purposes only and is not endorsed or affiliated with the Social Security Administration or any government agency. It is not intended to provide, and should not be relied upon for, accounting, legal, tax or investment advice. 20578 – 2020/11/12

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-ron-cook-owner-of-cook-tax-retirement-discussing-guaranteed-income]]>1223influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-ron-cook-jr-owner-of-rc-wealth-advisors-discussing-secure-retirement-strategies--56753654
Ron loves his God, country, and family. He is a big New England Sports fan, he has two French bulldogs, and has an annual pass to Disney World where he and his wife got married.

Learn More:
https://www.rcwealthadvisors.com/ and https://www.retirementmoneyschool.com/

Investment Advisory Services offered through Retirement Wealth Advisors, Inc. (RWA) an SEC

Registered Investment Advisor. RC Wealth Advisors and RWA are not affiliated. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.

This information is designed to provide general information on the subjects covered, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that RC Wealth Advisors and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.

Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any references to protection benefits or lifetime income generally refer to fixed insurance products. They do not refer, in any way to securities or investment advisory products or services. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Retirement Wealth Advisors, Inc.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-ron-cook-jr-owner-of-rc-wealth-advisors-discussing-secure-retirement-strategies]]>https://api.spreaker.com/episode/56753654Sun, 10 Sep 2023 17:13:29 +0000Mike Saunders, MBARon Cook Jr is an independent fiduciary Investment Advisor Representative who helps families with the fear of possibly running out of money in retirement, lowering or eliminating retirement financial risks, and protecting their retirement funds from...
Ron loves his God, country, and family. He is a big New England Sports fan, he has two French bulldogs, and has an annual pass to Disney World where he and his wife got married.

Learn More:
https://www.rcwealthadvisors.com/ and https://www.retirementmoneyschool.com/

Investment Advisory Services offered through Retirement Wealth Advisors, Inc. (RWA) an SEC

Registered Investment Advisor. RC Wealth Advisors and RWA are not affiliated. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.

This information is designed to provide general information on the subjects covered, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that RC Wealth Advisors and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.

Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any references to protection benefits or lifetime income generally refer to fixed insurance products. They do not refer, in any way to securities or investment advisory products or services. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Retirement Wealth Advisors, Inc.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-ron-cook-jr-owner-of-rc-wealth-advisors-discussing-secure-retirement-strategies]]>1352influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-jamie-mckibbin-system-design-strategist--56728204
Learn more about Jamie’s companies and gain access to free resources: https://jamiemckibbin.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-jamie-mckibbin-system-design-strategist]]>https://api.spreaker.com/episode/56728204Thu, 07 Sep 2023 19:07:31 +0000Mike Saunders, MBAJamie McKibbin is a System Design Strategist who has been in the consulting industry for over 12 years. Jamie has a BS in Economics from the University of Pittsburgh. He’s co-founded 4 companies utilizing his experience in neural network mapping...
Learn more about Jamie’s companies and gain access to free resources: https://jamiemckibbin.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-jamie-mckibbin-system-design-strategist]]>1599influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-ron-cook-jr-owner-of-rc-wealth-advisors-discussing-a-simple-retirement-strategy--56728104
Ron loves his God, country, and family. He is a big New England Sports fan, he has two French bulldogs and has an annual pass to Disney World where he and his wife got married.

Learn More: https://www.rcwealthadvisors.com/ & https://www.retirementmoneyschool.com/

Investment Advisory Services offered through Retirement Wealth Advisors, Inc. (RWA) an SEC

Registered Investment Advisor. RC Wealth Advisors and RWA are not affiliated. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.

This information is designed to provide general information on the subjects covered, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that RC Wealth Advisors and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.

Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any references to protection benefits or lifetime income generally refer to fixed insurance products. They do not refer, in any way to securities or investment advisory products or services. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Retirement Wealth Advisors, Inc.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-ron-cook-jr-owner-of-rc-wealth-advisors-discussing-a-simple-retirement-strategy]]>https://api.spreaker.com/episode/56728104Thu, 07 Sep 2023 18:50:15 +0000Mike Saunders, MBARon Cook Jr is an independent fiduciary Investment Advisor Representative that helps families with the fear of possibly running out of money in retirement, lowering or eliminating retirement financial risks, and protecting their retirement funds from...
Ron loves his God, country, and family. He is a big New England Sports fan, he has two French bulldogs and has an annual pass to Disney World where he and his wife got married.

Learn More: https://www.rcwealthadvisors.com/ & https://www.retirementmoneyschool.com/

Investment Advisory Services offered through Retirement Wealth Advisors, Inc. (RWA) an SEC

Registered Investment Advisor. RC Wealth Advisors and RWA are not affiliated. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.

This information is designed to provide general information on the subjects covered, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that RC Wealth Advisors and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney.

Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any references to protection benefits or lifetime income generally refer to fixed insurance products. They do not refer, in any way to securities or investment advisory products or services. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Retirement Wealth Advisors, Inc.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-ron-cook-jr-owner-of-rc-wealth-advisors-discussing-a-simple-retirement-strategy]]>1103influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-stuart-berg-financial-success-consultant--56714784
Having entered the financial field in 1999, Stuart has accumulated extensive experience and expertise in the industry. He has dedicated his career to assisting families in becoming debt-free, protecting their income, and ultimately achieving financial independence. By conducting complimentary, customized, and confidential financial needs analyses, Stuart gains a comprehensive understanding of his client’s financial situations, allowing him to develop tailored strategies and recommendations.

Throughout his career, Stuart has consistently delivered exceptional results for his clients. Notably, he has successfully guided individuals toward maximizing their life insurance coverage and cash value, surpassing initial projections by substantial margins. Additionally, Stuart has assisted clients in creating personalized pension plans that ensure a lifelong income stream, safeguarding their financial security during retirement.

With his commitment to empowering families and his proven track record of delivering impactful financial solutions, Stuart has earned a reputation as a trusted and respected financial success consultant. He continues to make a positive difference in the lives of his clients, helping them build a strong financial foundation and achieve their long-term goals.

Learn how to make more money and get a complimentary, confidential, customized financial needs analysis and go to https://stuberg360.com

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-stuart-berg-financial-success-consultant]]>https://api.spreaker.com/episode/56714784Wed, 06 Sep 2023 17:28:26 +0000Mike Saunders, MBAStuart is a highly accomplished financial success consultant with a strong background in strategic business and a passion for helping families achieve financial independence. With an MBA in Strategic Business from Hofstra University, as well as a...
Having entered the financial field in 1999, Stuart has accumulated extensive experience and expertise in the industry. He has dedicated his career to assisting families in becoming debt-free, protecting their income, and ultimately achieving financial independence. By conducting complimentary, customized, and confidential financial needs analyses, Stuart gains a comprehensive understanding of his client’s financial situations, allowing him to develop tailored strategies and recommendations.

Throughout his career, Stuart has consistently delivered exceptional results for his clients. Notably, he has successfully guided individuals toward maximizing their life insurance coverage and cash value, surpassing initial projections by substantial margins. Additionally, Stuart has assisted clients in creating personalized pension plans that ensure a lifelong income stream, safeguarding their financial security during retirement.

With his commitment to empowering families and his proven track record of delivering impactful financial solutions, Stuart has earned a reputation as a trusted and respected financial success consultant. He continues to make a positive difference in the lives of his clients, helping them build a strong financial foundation and achieve their long-term goals.

Learn how to make more money and get a complimentary, confidential, customized financial needs analysis and go to https://stuberg360.com

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-stuart-berg-financial-success-consultant]]>1330influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-gary-scofield-founder-of-mansfield-financial-strategies-discussing-long-term-care-insurance--56699781
We take a personalized approach to helping individuals by understanding their unique circumstances, goals, and concerns. As independent advisors, we have access to diverse products and solutions to create comprehensive plans that provide secure and predictable lifetime income. Our mission is to guide people toward a worry-free retirement, building lasting relationships along the way.

Learn More:
https://mansfieldfs.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-gary-scofield-founder-of-mansfield-financial-strategies-discussing-long-term-care-insurance]]>https://api.spreaker.com/episode/56699781Tue, 05 Sep 2023 14:31:13 +0000Mike Saunders, MBAGary is an accomplished financial advisor who has spent over four decades dedicated to guiding clients toward financial prosperity in retirement. With impressive credentials, including a lifetime membership in MDRT (Million Dollar Round Table), Gary’s...
We take a personalized approach to helping individuals by understanding their unique circumstances, goals, and concerns. As independent advisors, we have access to diverse products and solutions to create comprehensive plans that provide secure and predictable lifetime income. Our mission is to guide people toward a worry-free retirement, building lasting relationships along the way.

Learn More:
https://mansfieldfs.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-gary-scofield-founder-of-mansfield-financial-strategies-discussing-long-term-care-insurance]]>1168influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-john-martin-with-compass-wealth-strategies-discussing-business-tax-strategies--56699623
John Martin, CEP, RFC, IAR of Advanced Tax Planners started his career 27 years ago as an independent financial advisory & wealth management firm in New York.

He has served the business community by providing tax reduction strategies, along with creating, protecting, and preserving his client’s wealth for their families.

John integrates education with holistic financial planning as the foundation for building real Financial Independence more rapidly, especially when taking advantage of all the tax reduction methods the tax code allows.

Each client can expect the highest level of integrity and confidentially working together to design and implement the right strategies to best achieve their individual goals and aspirations, and to control their financial life.

John is based in Western New York and married to his wife Kit. They have a son and a granddaughter Emma. He enjoys time with family, reading, golfing, and traveling.

Learn More:
https://www.compasswealthstrategies.net & https://redwoodtaxadvisor.com

Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them.

Investment Advisor Representative offering Independent Investment Management utilizing Tactical Active Management through Redwood Private Wealth, SIPC.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-john-martin-with-compass-wealth-strategies-discussing-business-tax-strategies]]>https://api.spreaker.com/episode/56699623Tue, 05 Sep 2023 14:22:44 +0000Mike Saunders, MBAHard-working business owners and Professionals shouldn’t have to forfeit paying unnecessary taxes while working and especially during retirement. John Martin, CEP, RFC, IAR of Advanced Tax Planners started his career 27 years ago as an independent...
John Martin, CEP, RFC, IAR of Advanced Tax Planners started his career 27 years ago as an independent financial advisory & wealth management firm in New York.

He has served the business community by providing tax reduction strategies, along with creating, protecting, and preserving his client’s wealth for their families.

John integrates education with holistic financial planning as the foundation for building real Financial Independence more rapidly, especially when taking advantage of all the tax reduction methods the tax code allows.

Each client can expect the highest level of integrity and confidentially working together to design and implement the right strategies to best achieve their individual goals and aspirations, and to control their financial life.

John is based in Western New York and married to his wife Kit. They have a son and a granddaughter Emma. He enjoys time with family, reading, golfing, and traveling.

Learn More:
https://www.compasswealthstrategies.net & https://redwoodtaxadvisor.com

Financial Advisors do not provide specific tax/legal advice and this information should not be considered as such. You should always consult your tax/legal advisor regarding your own specific tax/legal situation.

Separate from the financial plan and our role as a financial planner, we may recommend the purchase of specific investment or insurance products or account. These product recommendations are not part of the financial plan and you are under no obligation to follow them.

Investment Advisor Representative offering Independent Investment Management utilizing Tactical Active Management through Redwood Private Wealth, SIPC.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-john-martin-with-compass-wealth-strategies-discussing-business-tax-strategies]]>1410influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-albert-corey-cash-injection-specialist--56699376
With nearly four decades of experience in the industry, Albert has positively impacted the lives of over 25,000 business owners, saving them a staggering $60 million. His bestselling book, “Increases Profits while Drinking Coffee,” offers valuable insights and strategies to help businesses thrive.

When he’s not immersed in his work, you’ll likely find Albert trading pins at Disney World, indulging in one of his other passions. However, even during his downtime, his mind is constantly buzzing with ideas to empower business owners.

Albert’s groundbreaking program, the Cash Injection System, has revolutionized the way business owners think about their finances. By implementing his strategies, entrepreneurs can quickly and effectively increase their bottom line, putting more money in their pockets. With this financial freedom, business owners have the power to make a positive impact and change the world.

Get ready to unlock your business’s full potential and join Albert on this exciting journey toward success and prosperity & Inject Cash into your Business with No Stress and Capital.

Learn More:
http://albertc360.com

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-albert-corey-cash-injection-specialist]]>https://api.spreaker.com/episode/56699376Tue, 05 Sep 2023 14:00:25 +0000Mike Saunders, MBAAlbert is a seasoned entrepreneur with an impressive track record. As the author of two Amazon Best Sellers, he has solidified his expertise in the business world. Throughout his career, Albert has had the privilege of working alongside renowned...
With nearly four decades of experience in the industry, Albert has positively impacted the lives of over 25,000 business owners, saving them a staggering $60 million. His bestselling book, “Increases Profits while Drinking Coffee,” offers valuable insights and strategies to help businesses thrive.

When he’s not immersed in his work, you’ll likely find Albert trading pins at Disney World, indulging in one of his other passions. However, even during his downtime, his mind is constantly buzzing with ideas to empower business owners.

Albert’s groundbreaking program, the Cash Injection System, has revolutionized the way business owners think about their finances. By implementing his strategies, entrepreneurs can quickly and effectively increase their bottom line, putting more money in their pockets. With this financial freedom, business owners have the power to make a positive impact and change the world.

Get ready to unlock your business’s full potential and join Albert on this exciting journey toward success and prosperity & Inject Cash into your Business with No Stress and Capital.

Learn More:
http://albertc360.com

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-albert-corey-cash-injection-specialist]]>1904influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-pete-mussoni-founder-of-income-security-associates--56650549
He is active in his community and has been highly involved with the St. Gabriel Men’s Club (SGMC) for the past 27 years, including three years of leadership as President and three more years in other leadership roles. He is proud to be a part of the SGMC which raises money every year for those in need including, but not limited to, Little Sisters of the Poor, Charlotte Men’s Homeless Shelter, Alexander Youth Homes, and this year, Ukrainian Refugee Relief.
Under his leadership, Income Security Associates designs strategies for the protection of families, retirements, and businesses. They assure their clients that they are protected from financial disaster should the unthinkable happen.

Their planning strategies protect families when the breadwinner dies too soon or becomes sick and cannot earn to provide for them. They work with business owners to hedge many types of ownership risks and ensure that the business works for the owner. They work with retirees to keep them free of concern from market fluctuations, constantly changing interest rates, unpredictable tax environments, and most importantly, running out of money before they run out of days.

Their clients KNOW their future will be protected and free from anxiety. Income Security Associates is committed to the highest standards of integrity and professionalism. They engage with their clients to know and understand their current financial situation and ambitions. They work with only the highest-ranked carriers and organizations to guide clients to reach their financial goals. They are independent and beholden to no one company. This assures clients that they can be flexible to provide the best possible planning solutions for their specific needs and goals.

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

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-pete-mussoni-founder-of-income-security-associates]]>https://api.spreaker.com/episode/56650549Thu, 31 Aug 2023 16:58:30 +0000Mike Saunders, MBAHe has lived in Charlotte since 1987 and has been protecting families and businesses since 2003. After 19 years of corporate industrial sales (and associated travel), He wanted to be more impactful and serve the concerns of the people who matter most,...
He is active in his community and has been highly involved with the St. Gabriel Men’s Club (SGMC) for the past 27 years, including three years of leadership as President and three more years in other leadership roles. He is proud to be a part of the SGMC which raises money every year for those in need including, but not limited to, Little Sisters of the Poor, Charlotte Men’s Homeless Shelter, Alexander Youth Homes, and this year, Ukrainian Refugee Relief.
Under his leadership, Income Security Associates designs strategies for the protection of families, retirements, and businesses. They assure their clients that they are protected from financial disaster should the unthinkable happen.

Their planning strategies protect families when the breadwinner dies too soon or becomes sick and cannot earn to provide for them. They work with business owners to hedge many types of ownership risks and ensure that the business works for the owner. They work with retirees to keep them free of concern from market fluctuations, constantly changing interest rates, unpredictable tax environments, and most importantly, running out of money before they run out of days.

Their clients KNOW their future will be protected and free from anxiety. Income Security Associates is committed to the highest standards of integrity and professionalism. They engage with their clients to know and understand their current financial situation and ambitions. They work with only the highest-ranked carriers and organizations to guide clients to reach their financial goals. They are independent and beholden to no one company. This assures clients that they can be flexible to provide the best possible planning solutions for their specific needs and goals.

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

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-pete-mussoni-founder-of-income-security-associates]]>1195influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-michael-ross-financial-advisor-with-lattice-wealth-management-group--56631362
Learn more:
https://mylatticewealth.com/ or https://justbuildwealth.co/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-michael-ross-financial-advisor-with-lattice-wealth-management-group]]>https://api.spreaker.com/episode/56631362Tue, 29 Aug 2023 23:53:45 +0000Mike Saunders, MBAMichael Ross spent 34 years with one of the largest banks on Wall Street and then became an independent Financial Advisor in 2021. He is the author of the Amazon Best Seller: The False Hope of Global Diversification: Confessions of a Portfolio...
Learn more:
https://mylatticewealth.com/ or https://justbuildwealth.co/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-michael-ross-financial-advisor-with-lattice-wealth-management-group]]>1055influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-financial-professional-bryan-baysinger-discussing-tax-qualified-plans--56631199
Knowledge is Power! Education is Key! Consequently, many of those who have worked for small & large companies have set aside millions of dollars. Bryan helps clients to make sure their savings last throughout their lifetime & creating a legacy if they desire for their heirs!

Learn More:
https://shieldyourretirement.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-financial-professional-bryan-baysinger-discussing-tax-qualified-plans]]>https://api.spreaker.com/episode/56631199Tue, 29 Aug 2023 23:26:05 +0000Mike Saunders, MBABryan has been a well-known Financial Professional and Educator for the Last 36+ Years! Bryan has developed a specialty working with Semi-Retired and Retired persons aged 50+. Hundreds have attended his classes on learning how to Shield their Life...
Knowledge is Power! Education is Key! Consequently, many of those who have worked for small & large companies have set aside millions of dollars. Bryan helps clients to make sure their savings last throughout their lifetime & creating a legacy if they desire for their heirs!

Learn More:
https://shieldyourretirement.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-financial-professional-bryan-baysinger-discussing-tax-qualified-plans]]>1412influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-financial-professional-bill-andrews-discussing-how-to-protect-wealth--56616682
In the 1980s he joined one of the most respected firms in the securities industry and gained valuable expertise advising and planning for many of the retirees making their way south from the northeastern seaboard.

Having grown up in Miami, Florida, he had the opportunity to work with his father, his first mentor and respected private yacht captain who catered to the mega-wealthy, politicians and corporate titans. The experiences gleaned from living and working on these floating hotels provided him with unique insights, and a rare opportunity to observe and converse with some of the world’s most successful people.

Throughout his career, he received numerous awards and accolades, including being recognized as a top representative for numerous nationally ranked banking, insurance and securities behemoths, thanks to his unwavering dedication to success and client service.

Since 1995, he has been managing his own retirement planning practice. Over the past two decades he sponsored and spoke at more than 200 financial seminars on topics such as 401k/IRA rollovers, cash management, investment tax strategies, annuity and asset allocation, investment and income planning and Social Security planning. Additionally, he has frequently collaborated with CPAs and attorneys to provide expert guidance on tax, estate, and trust planning.

Between 2002 and 2005, he partnered with a physicians’ financial advisory and practice management firm, participating in speaking engagements focused on pre-retirement and retirement planning for practicing physicians.

For the past decade, he has been advising on 403b, 457, 401k/IRA rollover and pension planning in 15 San Francisco Bay Area and Silicon Valley school districts, conducting over 100 retirement and compliance seminars for all levels of educators from janitors to superintendents.

So far, over the course of his career, he has advised thousands of individuals and families. These relationships and experiences translated into valuable lessons, stories, and life experiences. His clients have benefited richly from his lifetime of seasoned insights.

He frequently travels for business or pleasure but usually both. As his clients retire many are relocating from the West Coast closer to their children and grandchildren or simply to realize their dreams. He estimates his client base now spans 17 states. He hikes the Great Northwest forests, rivers, and the most majestic NW Pacific coast beaches. He even indulges in a little salmon fishing on the Columbia River.

As he continues to adopt new technologies and grow his practice, he is driven by a passion for the industry and a commitment to being productive, balanced, and helpful thereby, meeting his own retirement goals. He looks forward to building new relationships and experiencing an abundant life filled with love and happiness.

“MY STRONG BELIEF IN EDUCATION AND PLANNING HAS BEEN THE FOUNDATION OF MY CLIENT’S SUCCESS”

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-financial-professional-bill-andrews-discussing-how-to-protect-wealth]]>https://api.spreaker.com/episode/56616682Mon, 28 Aug 2023 16:25:45 +0000Mike Saunders, MBAWith over four decades of experience in the insurance, banking, and brokerage industries, Bill Andrews began his career in 1979 as a life insurance and securities professional. The financial world became his early playground and he loved it. In the...
In the 1980s he joined one of the most respected firms in the securities industry and gained valuable expertise advising and planning for many of the retirees making their way south from the northeastern seaboard.

Having grown up in Miami, Florida, he had the opportunity to work with his father, his first mentor and respected private yacht captain who catered to the mega-wealthy, politicians and corporate titans. The experiences gleaned from living and working on these floating hotels provided him with unique insights, and a rare opportunity to observe and converse with some of the world’s most successful people.

Throughout his career, he received numerous awards and accolades, including being recognized as a top representative for numerous nationally ranked banking, insurance and securities behemoths, thanks to his unwavering dedication to success and client service.

Since 1995, he has been managing his own retirement planning practice. Over the past two decades he sponsored and spoke at more than 200 financial seminars on topics such as 401k/IRA rollovers, cash management, investment tax strategies, annuity and asset allocation, investment and income planning and Social Security planning. Additionally, he has frequently collaborated with CPAs and attorneys to provide expert guidance on tax, estate, and trust planning.

Between 2002 and 2005, he partnered with a physicians’ financial advisory and practice management firm, participating in speaking engagements focused on pre-retirement and retirement planning for practicing physicians.

For the past decade, he has been advising on 403b, 457, 401k/IRA rollover and pension planning in 15 San Francisco Bay Area and Silicon Valley school districts, conducting over 100 retirement and compliance seminars for all levels of educators from janitors to superintendents.

So far, over the course of his career, he has advised thousands of individuals and families. These relationships and experiences translated into valuable lessons, stories, and life experiences. His clients have benefited richly from his lifetime of seasoned insights.

He frequently travels for business or pleasure but usually both. As his clients retire many are relocating from the West Coast closer to their children and grandchildren or simply to realize their dreams. He estimates his client base now spans 17 states. He hikes the Great Northwest forests, rivers, and the most majestic NW Pacific coast beaches. He even indulges in a little salmon fishing on the Columbia River.

As he continues to adopt new technologies and grow his practice, he is driven by a passion for the industry and a commitment to being productive, balanced, and helpful thereby, meeting his own retirement goals. He looks forward to building new relationships and experiencing an abundant life filled with love and happiness.

“MY STRONG BELIEF IN EDUCATION AND PLANNING HAS BEEN THE FOUNDATION OF MY CLIENT’S SUCCESS”

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-financial-professional-bill-andrews-discussing-how-to-protect-wealth]]>965influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-steven-weigler-founder-and-managing-partner-with-emergecounsel--56616380
In order to fulfill its mission, Steven developed systems-based approaches, which combine best-in-class legal technology for legal research and management with a strong empathetic human element.

Steven is especially passionate about brand protection where he developed TotalTM®, a proprietary trademark prosecution system that combines predictive search technology, powerful docketing software, and passionate and knowledgeable trademark counsel on a competitive flat fee.

Steve not only has decades of experience as counsel but also previously headed a successful educational technology start-up in which he served as Founder, CEO, and General Counsel for seven years. He was also a Senior Attorney for a Fortune 50 tech company. In part because of his combined experiences, he acts as general counsel to entrepreneurs and companies especially those in the eCommerce and SaaS space.

Steve is a member of IR Global, an international legal network, and through his involvement is able to service foreign businesses with US interests, as well as US businesses with foreign interests.

Steve has received many awards, including being named a Super Lawyer for three consecutive years (2021-2023).

Learn more:
https://emergecounsel.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-steven-weigler-founder-and-managing-partner-with-emergecounsel]]>https://api.spreaker.com/episode/56616380Mon, 28 Aug 2023 16:12:48 +0000Mike Saunders, MBASteven is the Founder and Managing Partner of EmergeCounsel, whose mission is to provide a worldwide clientele with legal counsel on the protection of intellectual property and business assets at a lower price point than large legal firms. In order...
In order to fulfill its mission, Steven developed systems-based approaches, which combine best-in-class legal technology for legal research and management with a strong empathetic human element.

Steven is especially passionate about brand protection where he developed TotalTM®, a proprietary trademark prosecution system that combines predictive search technology, powerful docketing software, and passionate and knowledgeable trademark counsel on a competitive flat fee.

Steve not only has decades of experience as counsel but also previously headed a successful educational technology start-up in which he served as Founder, CEO, and General Counsel for seven years. He was also a Senior Attorney for a Fortune 50 tech company. In part because of his combined experiences, he acts as general counsel to entrepreneurs and companies especially those in the eCommerce and SaaS space.

Steve is a member of IR Global, an international legal network, and through his involvement is able to service foreign businesses with US interests, as well as US businesses with foreign interests.

Steve has received many awards, including being named a Super Lawyer for three consecutive years (2021-2023).

Learn more:
https://emergecounsel.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-steven-weigler-founder-and-managing-partner-with-emergecounsel]]>1301influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-coty-church-owner-founder-of-tap-energy-winner-of-the-2023-regis-university-innovation-challenge--56568699
He has created a patent-pending micro hydroelectric generator for residential and commercial use that taps into the potential energy already present in people’s daily lives.

Learn more:
https://www.tapenergyllc.com

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-coty-church-owner-founder-of-tap-energy-winner-of-the-2023-regis-university-innovation-challenge]]>https://api.spreaker.com/episode/56568699Wed, 23 Aug 2023 16:03:41 +0000Mike Saunders, MBACoty Church is the Owner and Founder of Tap Energy LLC. He has created a patent-pending micro hydroelectric generator for residential and commercial use that taps into the potential energy already present in people’s daily lives. Learn more:...
He has created a patent-pending micro hydroelectric generator for residential and commercial use that taps into the potential energy already present in people’s daily lives.

Learn more:
https://www.tapenergyllc.com

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-coty-church-owner-founder-of-tap-energy-winner-of-the-2023-regis-university-innovation-challenge]]>1129influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-brad-jones-founder-and-financial-advisor-with-jones-retirement-advisors--56544923
Following college, he spent the first decade of his career with a regional consulting firm, honing his skills. He went on to open his own firm and focus on his love of providing retirement advice. With more than 17 years of experience working with retirees and those near retirement, Brad enjoys connecting with clients and prospects by conducting informational seminars and workshops in the community.

Brad is a very family-centered person. In November of 2021, Brad and his wife Angie welcomed their first child, Eleanor Grace. Also, a part of the family is rescue dogs Lucy and Ocque. When out of the office, Brad enjoys golfing, taking the dogs to the park, and creating memories with his family.

Learn More:
https://jonesretirement.com/



Securities products and services made available through AE Financial Services, LLC (AEFS), member FINRA/SIPC. Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. Insurance products are offered through the insurance business Jones Retirement Advisors, LLC. Jones Retirement Advisors, LLC is also a Financial Services practice that offers products and services through AE Financial Services, LLC (AEFS), member FINRA/SIPC. Jones Retirement Advisors, LLC is also an Investment Advisory practice that offers investment advisory products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. AEFS and AEWM do not offer insurance products. The insurance products offered by Jones Retirement Advisors, LLC are not subject to regulatory requirements or standards of care applicable to registered representatives and are not subject to Investment Advisor requirements.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-brad-jones-founder-and-financial-advisor-with-jones-retirement-advisors]]>https://api.spreaker.com/episode/56544923Mon, 21 Aug 2023 15:19:21 +0000Mike Saunders, MBABrad is dedicated to helping clients create financial independence through a well-thought-out financial strategy for retirement. As a junior in high school, Brad knew he wanted to be a financial advisor and help others work toward their retirement...
Following college, he spent the first decade of his career with a regional consulting firm, honing his skills. He went on to open his own firm and focus on his love of providing retirement advice. With more than 17 years of experience working with retirees and those near retirement, Brad enjoys connecting with clients and prospects by conducting informational seminars and workshops in the community.

Brad is a very family-centered person. In November of 2021, Brad and his wife Angie welcomed their first child, Eleanor Grace. Also, a part of the family is rescue dogs Lucy and Ocque. When out of the office, Brad enjoys golfing, taking the dogs to the park, and creating memories with his family.

Learn More:
https://jonesretirement.com/



Securities products and services made available through AE Financial Services, LLC (AEFS), member FINRA/SIPC. Investment advisory products and services made available through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. Insurance products are offered through the insurance business Jones Retirement Advisors, LLC. Jones Retirement Advisors, LLC is also a Financial Services practice that offers products and services through AE Financial Services, LLC (AEFS), member FINRA/SIPC. Jones Retirement Advisors, LLC is also an Investment Advisory practice that offers investment advisory products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Advisor. AEFS and AEWM do not offer insurance products. The insurance products offered by Jones Retirement Advisors, LLC are not subject to regulatory requirements or standards of care applicable to registered representatives and are not subject to Investment Advisor requirements.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-brad-jones-founder-and-financial-advisor-with-jones-retirement-advisors]]>1212influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-financial-professional-bill-andrews-discussing-annuities--56544756
In the 1980s he joined one of the most respected firms in the securities industry and gained valuable expertise advising and planning for many of the retirees making their way south from the northeastern seaboard.

Having grown up in Miami, Florida, he had the opportunity to work with his father, his first mentor and respected private yacht captain who catered to the mega-wealthy, politicians, and corporate titans. The experiences gleaned from living and working on these floating hotels provided him with unique insights, and a rare opportunity to observe and converse with some of the world’s most successful people.

Throughout his career, he received numerous awards and accolades, including being recognized as a top representative for numerous nationally ranked banking, insurance, and securities behemoths, thanks to his unwavering dedication to success and client service.

Since 1995, he has been managing his own retirement planning practice. Over the past two decades, he sponsored and spoke at more than 200 financial seminars on topics such as 401k/IRA rollovers, cash management, investment tax strategies, annuity and asset allocation, investment and income planning, and Social Security planning. Additionally, he has frequently collaborated with CPAs and attorneys to provide expert guidance on tax, estate, and trust planning.

Between 2002 and 2005, he partnered with a physicians’ financial advisory and practice management firm, participating in speaking engagements focused on pre-retirement and retirement planning for practicing physicians.

For the past decade, he has been advising on 403b, 457, 401k/IRA rollover and pension planning in 15 San Francisco Bay Area and Silicon Valley school districts, conducting over 100 retirement and compliance seminars for all levels of educators from janitors to superintendents.

So far, over the course of his career, he has advised thousands of individuals and families. These relationships and experiences translated into valuable lessons, stories, and life experiences. His clients have benefited richly from his lifetime of seasoned insights.

He frequently travels for business or pleasure but usually both. As his clients retire many are relocating from the west coast closer to their children and grandchildren or simply to realize their dreams. He estimates his client base now spans 17 states. He hikes the Great Northwest forests, rivers, and the most majestic NW Pacific coast beaches. He even indulges in a little salmon fishing on the Columbia River.

As he continues to adopt new technologies and grow his practice, he is driven by a passion for the industry and a commitment to being productive, balanced, and helpful thereby, meeting his own retirement goals. He looks forward to building new relationships and experiencing an abundant life filled with love and happiness.

“MY STRONG BELIEF IN EDUCATION AND PLANNING HAS BEEN THE FOUNDATION OF MY CLIENT’S SUCCESS”



Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-financial-professional-bill-andrews-discussing-annuities]]>https://api.spreaker.com/episode/56544756Mon, 21 Aug 2023 15:09:53 +0000Mike Saunders, MBAWith over four decades of experience in the insurance, banking, and brokerage industries, Bill Andrews began his career in 1979 as a life insurance and securities professional. The financial world became his early playground and he loved it. In the...
In the 1980s he joined one of the most respected firms in the securities industry and gained valuable expertise advising and planning for many of the retirees making their way south from the northeastern seaboard.

Having grown up in Miami, Florida, he had the opportunity to work with his father, his first mentor and respected private yacht captain who catered to the mega-wealthy, politicians, and corporate titans. The experiences gleaned from living and working on these floating hotels provided him with unique insights, and a rare opportunity to observe and converse with some of the world’s most successful people.

Throughout his career, he received numerous awards and accolades, including being recognized as a top representative for numerous nationally ranked banking, insurance, and securities behemoths, thanks to his unwavering dedication to success and client service.

Since 1995, he has been managing his own retirement planning practice. Over the past two decades, he sponsored and spoke at more than 200 financial seminars on topics such as 401k/IRA rollovers, cash management, investment tax strategies, annuity and asset allocation, investment and income planning, and Social Security planning. Additionally, he has frequently collaborated with CPAs and attorneys to provide expert guidance on tax, estate, and trust planning.

Between 2002 and 2005, he partnered with a physicians’ financial advisory and practice management firm, participating in speaking engagements focused on pre-retirement and retirement planning for practicing physicians.

For the past decade, he has been advising on 403b, 457, 401k/IRA rollover and pension planning in 15 San Francisco Bay Area and Silicon Valley school districts, conducting over 100 retirement and compliance seminars for all levels of educators from janitors to superintendents.

So far, over the course of his career, he has advised thousands of individuals and families. These relationships and experiences translated into valuable lessons, stories, and life experiences. His clients have benefited richly from his lifetime of seasoned insights.

He frequently travels for business or pleasure but usually both. As his clients retire many are relocating from the west coast closer to their children and grandchildren or simply to realize their dreams. He estimates his client base now spans 17 states. He hikes the Great Northwest forests, rivers, and the most majestic NW Pacific coast beaches. He even indulges in a little salmon fishing on the Columbia River.

As he continues to adopt new technologies and grow his practice, he is driven by a passion for the industry and a commitment to being productive, balanced, and helpful thereby, meeting his own retirement goals. He looks forward to building new relationships and experiencing an abundant life filled with love and happiness.

“MY STRONG BELIEF IN EDUCATION AND PLANNING HAS BEEN THE FOUNDATION OF MY CLIENT’S SUCCESS”



Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-financial-professional-bill-andrews-discussing-annuities]]>928influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-ben-green-co-founder-of-ready2retire-discussing-preserving-black-wealth--56515693
He has over 2,000 clients and has educated over 10,000 people. Ben is also President and COO of Insurance Advantage, an employee benefits agency he co-founded 13 years ago. Ben has previously served as COO of a human resources staffing firm and as Vice President of Asia and Europe for an American software company.

Ben has extensive experience in economic development and consulting and worked as a Business Recruiter for South Carolina. Since Ben opened the Japan office in 2012, South Carolina has received over $2.2 billion in investment. In 2014, he was hired to write the Strategic Plan for the State of South Carolina.

Based on ten years working overseas in Japan, Brazil, & Spain, he wrote the Amazon Best Seller The Global Superstar: How Your Students Can Develop an Advantage over Global Competition to help students prepare for careers in this changing economy. He holds a Bachelor’s degree in Finance from Morehouse College, an International MBA from The University of South Carolina, and certificates from UNC and Temple University.

He’s conversant in Japanese, Portuguese, and Spanish. He has served on numerous boards, including the South Carolina Independent Colleges and Universities Association, the SC Chamber of Commerce, and the Columbia (SC) Chamber of Commerce. He’s a member of the Nashville City Club and the Nashville Kiwanis Club.

Ben splits time between his homes in Nashville, TN, and Columbia, SC, with his wife and their two wonderful daughters. He loves traveling, spending time with friends and family, and helping his clients win.

Learn More:
https://www.ready2retire.net/

Investment Advisory Services offered by James Jurica CFP® CLU® CHFC® RICP® through Wealth Watch Advisors, an SEC Registered Investment Advisor. Wealth Watch Advisors has no affiliation with the website represented. Wealth Watch Advisors is not responsible for their views and opinions, and makes no representations or warranties about the accuracy, reliability, completeness or timeliness of the content and does not recommend or endorse any specific information herein. NJM Wealth Preservation Strategies is not affiliated. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed as written or recorded are subject to change at any time without notice and are not intended to be used as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.

This information is designed to provide general information on the subjects covered. Pursuant to IRS Circular 230, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that NJM Wealth Preservation Strategies and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney for any legal or tax advice.

Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Wealth Watch Advisors.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-ben-green-co-founder-of-ready2retire-discussing-preserving-black-wealth]]>https://api.spreaker.com/episode/56515693Fri, 18 Aug 2023 19:09:28 +0000Mike Saunders, MBAA native of Columbia, SC, Ben is a Co-Founder of Ready2Retire™, the leading retirement planning firm for people who want to retire with confidence. Ben greatly appreciates customer service and client satisfaction, honed from over 20 years of...
He has over 2,000 clients and has educated over 10,000 people. Ben is also President and COO of Insurance Advantage, an employee benefits agency he co-founded 13 years ago. Ben has previously served as COO of a human resources staffing firm and as Vice President of Asia and Europe for an American software company.

Ben has extensive experience in economic development and consulting and worked as a Business Recruiter for South Carolina. Since Ben opened the Japan office in 2012, South Carolina has received over $2.2 billion in investment. In 2014, he was hired to write the Strategic Plan for the State of South Carolina.

Based on ten years working overseas in Japan, Brazil, & Spain, he wrote the Amazon Best Seller The Global Superstar: How Your Students Can Develop an Advantage over Global Competition to help students prepare for careers in this changing economy. He holds a Bachelor’s degree in Finance from Morehouse College, an International MBA from The University of South Carolina, and certificates from UNC and Temple University.

He’s conversant in Japanese, Portuguese, and Spanish. He has served on numerous boards, including the South Carolina Independent Colleges and Universities Association, the SC Chamber of Commerce, and the Columbia (SC) Chamber of Commerce. He’s a member of the Nashville City Club and the Nashville Kiwanis Club.

Ben splits time between his homes in Nashville, TN, and Columbia, SC, with his wife and their two wonderful daughters. He loves traveling, spending time with friends and family, and helping his clients win.

Learn More:
https://www.ready2retire.net/

Investment Advisory Services offered by James Jurica CFP® CLU® CHFC® RICP® through Wealth Watch Advisors, an SEC Registered Investment Advisor. Wealth Watch Advisors has no affiliation with the website represented. Wealth Watch Advisors is not responsible for their views and opinions, and makes no representations or warranties about the accuracy, reliability, completeness or timeliness of the content and does not recommend or endorse any specific information herein. NJM Wealth Preservation Strategies is not affiliated. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed as written or recorded are subject to change at any time without notice and are not intended to be used as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.

This information is designed to provide general information on the subjects covered. Pursuant to IRS Circular 230, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that NJM Wealth Preservation Strategies and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney for any legal or tax advice.

Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject...]]>1542influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-rick-mosley-president-of-black-pearl-insurance-solutions-college-planning-tips--56495270
Black Pearl is offering a free book on Social Security retirement strategies ($15 value) for the first 10 people to schedule consultations.

Learn more: https://www.myblackpearl.co/
T: 1-310-974-3255

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-rick-mosley-president-of-black-pearl-insurance-solutions-college-planning-tips]]>https://api.spreaker.com/episode/56495270Wed, 16 Aug 2023 23:44:06 +0000Mike Saunders, MBARick is an insurance executive with a wide breadth of experience backed by a 20+ year record of delivering solid improvements in operating efficiency, productivity, and overall financial performance in Fortune 40 affiliated insurance companies, Rick...
Black Pearl is offering a free book on Social Security retirement strategies ($15 value) for the first 10 people to schedule consultations.

Learn more: https://www.myblackpearl.co/
T: 1-310-974-3255

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-rick-mosley-president-of-black-pearl-insurance-solutions-college-planning-tips]]>1234influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-nicolas-j-mcleod-wealth-preservation-specialist-navigating-fed-rate-hikes-that-impact-retirement--56494712
Nic is a second-generation Wealth Preservation specialist. He grew up watching his dad help families in the community with their financial needs. It impacted him at an early age, and it has now been over forty years since his father first started his practice in 1982. In 2005, Nic decided to launch his own firm and now has helped nearly 1000 families spread across the nation who have entrusted him with their financial well-being. Nic’s client base is diverse in both their professional backgrounds & financial needs. No matter who he is working with, his number one job is to protect and preserve their wealth and retirement savings.

Nic proudly owns a record free of any consumer complaints. This is a direct result of the core values at McLeod Consulting Group. As Nic says, “As fiduciaries, our job is to foster a relationship of trust, both legally and ethically. This is what drives us, so our client’s best interests are always first. But we take it to the next level and make sure that all of the work we do is transparent to both our clients and the financial companies we work with. Many of our clients have become like family, and we could not be more thankful for them. We look forward to inviting you to experience how our team can help you successfully navigate the years leading up to your retirement as well as continue to prosper financially, emotionally, and spiritually throughout your retirement years.”

Nic’s relationship with God and his family is at his core. “My daily goal is to be a humble servant. This is what gives me my moral compass and keeps it all together.” Nic’s cherished soulmate is his lovely wife Shayda. Theirs is a true love story, and they bring the same core values to their marriage that they do to all their work. Nic and Shayda have two young and wonderful children who are very active in their school and in sports—following in their father’s footsteps. While the couple spends weekdays working hard to ensure their clients remain financially secure, weekends are packed with sporting events and other family activities.

“Giving me all can make me vulnerable. I care deeply about my clients,” Nic says adamantly.

“It goes far beyond just ‘being about the money.’ Money isn’t what makes the world go ‘round. It’s our relationships and our health, and I find when you give everything you got, that vulnerability can leave you exposed—to the good, the bad, and the ugly. But I’ll take it all if it means that together we create success for you.”

Nic can add “gifted athlete” and “seasoned musician,” to his list of accomplishments. He was a highly touted D1 football prospect, but his aspirations were cut short due to a severe foot injury. He was determined to continue being part of the sport’s world becoming a top bodybuilder, consulting for the University of Arkansas strength coaches, but his passion is helping troubled adolescents and underprivileged youth in his community. As a musician, he has successfully recorded LPs, enjoying quick success on local and national radio as well as sold-out shows in the largest and most well-known regional venues. He studied at the prestigious Musicians Institute in Los Angeles, majoring in Lead Guitar Theory and single-string improv. Music continues to be a major player in his life, as he plays and composes music for his family and personal enjoyment.

Nic’s commitment to making people better and more able at whatever they choose permeates all his work—from volunteering with his community to helping individuals and families secure and preserve their wealth

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

General
Investment Advisory Services offered by James Jurica CFP® CLU® CHFC® RICP® through Wealth Watch Advisors, an SEC Registered Investment Advisor. Wealth Watch Advisors has no affiliation with the website represented. Wealth Watch Advisors is not responsible for their views and opinions and makes no representations or warranties about the accuracy, reliability, completeness, or timeliness of the content, and does not recommend or endorse any specific information herein. NJM Wealth Preservation Strategies is not affiliated. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed as written or recorded are subject to change at any time without notice and are not intended to be used as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.

This information is designed to provide general information on the subjects covered. Pursuant to IRS Circular 230, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that NJM Wealth Preservation Strategies and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney for any legal or tax advice.

Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Wealth Watch Advisors.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-nicolas-j-mcleod-wealth-preservation-specialist-navigating-fed-rate-hikes-that-impact-retirement]]>https://api.spreaker.com/episode/56494712Wed, 16 Aug 2023 23:28:49 +0000Mike Saunders, MBANicolas (Nic) J. McLeod is a man of determination and grit. No matter if he’s spending time with his wife and kids, creating music, honing his body-building skills, or helping the many families he now calls “friends” find the best ways for them to...
Nic is a second-generation Wealth Preservation specialist. He grew up watching his dad help families in the community with their financial needs. It impacted him at an early age, and it has now been over forty years since his father first started his practice in 1982. In 2005, Nic decided to launch his own firm and now has helped nearly 1000 families spread across the nation who have entrusted him with their financial well-being. Nic’s client base is diverse in both their professional backgrounds & financial needs. No matter who he is working with, his number one job is to protect and preserve their wealth and retirement savings.

Nic proudly owns a record free of any consumer complaints. This is a direct result of the core values at McLeod Consulting Group. As Nic says, “As fiduciaries, our job is to foster a relationship of trust, both legally and ethically. This is what drives us, so our client’s best interests are always first. But we take it to the next level and make sure that all of the work we do is transparent to both our clients and the financial companies we work with. Many of our clients have become like family, and we could not be more thankful for them. We look forward to inviting you to experience how our team can help you successfully navigate the years leading up to your retirement as well as continue to prosper financially, emotionally, and spiritually throughout your retirement years.”

Nic’s relationship with God and his family is at his core. “My daily goal is to be a humble servant. This is what gives me my moral compass and keeps it all together.” Nic’s cherished soulmate is his lovely wife Shayda. Theirs is a true love story, and they bring the same core values to their marriage that they do to all their work. Nic and Shayda have two young and wonderful children who are very active in their school and in sports—following in their father’s footsteps. While the couple spends weekdays working hard to ensure their clients remain financially secure, weekends are packed with sporting events and other family activities.

“Giving me all can make me vulnerable. I care deeply about my clients,” Nic says adamantly.

“It goes far beyond just ‘being about the money.’ Money isn’t what makes the world go ‘round. It’s our relationships and our health, and I find when you give everything you got, that vulnerability can leave you exposed—to the good, the bad, and the ugly. But I’ll take it all if it means that together we create success for you.”

Nic can add “gifted athlete” and “seasoned musician,” to his list of accomplishments. He was a highly touted D1 football prospect, but his aspirations were cut short due to a severe foot injury. He was determined to continue being part of the sport’s world becoming a top bodybuilder, consulting for the University of Arkansas strength coaches, but his passion is helping troubled adolescents and underprivileged youth in his community. As a musician, he has successfully recorded LPs, enjoying quick success on local and national radio as well as sold-out shows in the largest and most well-known regional venues. He studied at the prestigious Musicians Institute in Los Angeles, majoring in Lead Guitar Theory and single-string improv. Music continues to be a major player in his life, as he plays and composes music for his family and personal enjoyment.

Nic’s commitment to making people better and more able at whatever they choose permeates all his work—from volunteering with his community to helping individuals and...]]>1418influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-kirk-conole-partner-and-chief-operating-officer-with-dci-solutions--56494650
Learn more:
https://www.dcisolutions.net/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-kirk-conole-partner-and-chief-operating-officer-with-dci-solutions]]>https://api.spreaker.com/episode/56494650Wed, 16 Aug 2023 23:20:05 +0000Mike Saunders, MBAKirk Conole serves as the Chief Operating Officer overseeing client relationships and business development activities for the company. Before joining DCI, Kirk was the principal of Independent Energy Services, providing utility rate and tariff...
Learn more:
https://www.dcisolutions.net/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-kirk-conole-partner-and-chief-operating-officer-with-dci-solutions]]>1166influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-ben-green-co-founder-of-ready2retire-discussing-annuity-strategies--56494585
He has over 2,000 clients and has educated over 10,000 people. Ben is also President and COO of Insurance Advantage, an employee benefits agency he co-founded 13 years ago. Ben has previously served as COO of a human resources staffing firm and as Vice President of Asia and Europe for an American software company.

Ben has extensive experience in economic development and consulting and worked as a Business Recruiter for South Carolina. Since Ben opened the Japan office in 2012, South Carolina has received over $2.2 billion in investment. In 2014, he was hired to write the Strategic Plan for the State of South Carolina.

Based on ten years working overseas in Japan, Brazil, & Spain, he wrote the Amazon Best Seller The Global Superstar: How Your Students Can Develop an Advantage over Global Competition to help students prepare for careers in this changing economy. He holds a Bachelor’s degree in Finance from Morehouse College, an International MBA from The University of South Carolina, and certificates from UNC and Temple University.

He’s conversant in Japanese, Portuguese, and Spanish. He has served on numerous boards, including the South Carolina Independent Colleges and Universities Association, the SC Chamber of Commerce, and the Columbia (SC) Chamber of Commerce. He’s a member of the Nashville City Club and the Nashville Kiwanis Club.

Ben splits time between his homes in Nashville, TN, and Columbia, SC, with his wife Kim, their two wonderful daughters Anna & Kate, and their dog Sophie. He loves traveling, spending time with friends and family, and helping his clients win.

Learn More:
https://www.ready2retire.net/

Investment Advisory Services offered by James Jurica CFP® CLU® CHFC® RICP® through Wealth Watch Advisors, an SEC Registered Investment Advisor. Wealth Watch Advisors has no affiliation with the website represented. Wealth Watch Advisors is not responsible for their views and opinions, and makes no representations or warranties about the accuracy, reliability, completeness or timeliness of the content and does not recommend or endorse any specific information herein. NJM Wealth Preservation Strategies is not affiliated. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed as written or recorded are subject to change at any time without notice and are not intended to be used as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.
This information is designed to provide general information on the subjects covered. Pursuant to IRS Circular 230, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that NJM Wealth Preservation Strategies and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney for any legal or tax advice.

Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Wealth Watch Advisors.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-ben-green-co-founder-of-ready2retire-discussing-annuity-strategies]]>https://api.spreaker.com/episode/56494585Wed, 16 Aug 2023 23:09:35 +0000Mike Saunders, MBAA native of Columbia, SC, Ben is Co-Founder of Ready2Retire™, the leading retirement planning firm for people who want to retire with confidence. Ben greatly appreciates customer service and client satisfaction, honed from over 20 years of experience,...
He has over 2,000 clients and has educated over 10,000 people. Ben is also President and COO of Insurance Advantage, an employee benefits agency he co-founded 13 years ago. Ben has previously served as COO of a human resources staffing firm and as Vice President of Asia and Europe for an American software company.

Ben has extensive experience in economic development and consulting and worked as a Business Recruiter for South Carolina. Since Ben opened the Japan office in 2012, South Carolina has received over $2.2 billion in investment. In 2014, he was hired to write the Strategic Plan for the State of South Carolina.

Based on ten years working overseas in Japan, Brazil, & Spain, he wrote the Amazon Best Seller The Global Superstar: How Your Students Can Develop an Advantage over Global Competition to help students prepare for careers in this changing economy. He holds a Bachelor’s degree in Finance from Morehouse College, an International MBA from The University of South Carolina, and certificates from UNC and Temple University.

He’s conversant in Japanese, Portuguese, and Spanish. He has served on numerous boards, including the South Carolina Independent Colleges and Universities Association, the SC Chamber of Commerce, and the Columbia (SC) Chamber of Commerce. He’s a member of the Nashville City Club and the Nashville Kiwanis Club.

Ben splits time between his homes in Nashville, TN, and Columbia, SC, with his wife Kim, their two wonderful daughters Anna & Kate, and their dog Sophie. He loves traveling, spending time with friends and family, and helping his clients win.

Learn More:
https://www.ready2retire.net/

Investment Advisory Services offered by James Jurica CFP® CLU® CHFC® RICP® through Wealth Watch Advisors, an SEC Registered Investment Advisor. Wealth Watch Advisors has no affiliation with the website represented. Wealth Watch Advisors is not responsible for their views and opinions, and makes no representations or warranties about the accuracy, reliability, completeness or timeliness of the content and does not recommend or endorse any specific information herein. NJM Wealth Preservation Strategies is not affiliated. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed as written or recorded are subject to change at any time without notice and are not intended to be used as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.
This information is designed to provide general information on the subjects covered. Pursuant to IRS Circular 230, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that NJM Wealth Preservation Strategies and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney for any legal or tax advice.

Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Fixed Insurance and Annuity...]]>1523influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-nicolas-j-mcleod-wealth-preservation-specialist-discussing-asset-allocation-design-for-retirement--56478586
Nic is a second-generation Wealth Preservation specialist. He grew up watching his dad help families in the community with their financial needs. It impacted him at an early age, and it has now been over forty years since his father first started his practice in 1982. In 2005, Nic decided to launch his own firm and now has helped nearly 1000 families spread across the nation who have entrusted him with their financial wellbeing. Nic’s client base is diverse in both their professional backgrounds & financial needs. No matter who he is working with, his number one job is to protect and preserve their wealth and retirement savings.

Nic proudly owns a record free of any consumer complaints. This is a direct result of the core values at McLeod Consulting Group. As Nic says, “As fiduciaries, our job is to foster a relationship of trust, both legally and ethically. This is what drives us, so our client’s best interests are always first. But we take it to the next level and make sure that all of the work we do is transparent to both our clients and the financial companies we work with. Many of our clients have become like family, and we could not be more thankful for them. We look forward to inviting you to experience how our team can help you successfully navigate the years leading up to your retirement as well as continue to prosper financially, emotionally, and spiritually throughout your retirement years.”

Nic’s relationship with God and his family are at his core. “My daily goal is to be a humble servant. This is what gives me my moral compass and keeps it all together.” Nic’s cherished soulmate is his lovely wife Shayda. Theirs is a true love story, and they bring the same core values to their marriage that they do to all their work. Nic and Shayda have two young and wonderful children who are very active in their school and in sports—following in their father’s footsteps. While the couple spends weekdays working hard to ensure their clients remain financially secure, weekends are packed with sporting events and other family activities.

“Giving my all can make me vulnerable. I care deeply about my clients,” Nic says adamantly.
“It goes far beyond just ‘being about the money.’ Money isn’t what makes the world go ‘round. It’s our relationships and our health, and I find when you give everything you got, that vulnerability can leave you exposed—to the good, the bad, and the ugly. But I’ll take it all if it means that together we create success for you.”

Nic can add “gifted athlete” and “seasoned musician,” to his list of accomplishments. He was a highly touted D1 football prospect, but his aspirations were cut short due to a severe foot injury. He was determined to continue being part of the sport’s world becoming a top bodybuilder, consulting for the University of Arkansas strength coaches, but his passion is helping troubled adolescents and under-privileged youth in his community. As a musician, he has successfully recorded LPs, enjoying quick success on local and national radio as well as sold-out shows in the largest and most well-known regional venues. He studied at the prestigious Musicians Institute in Los Angeles, majoring in Lead Guitar Theory and single-string improv. Music continues to be a major player in his life, as he plays and composes music for his family and personal enjoyment.

Nic’s commitment to making people better and more able at whatever they choose permeates all his work—from volunteering with his community to helping individuals and families secure and preserve their wealth

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

General
Investment Advisory Services offered by James Jurica CFP® CLU® CHFC® RICP® through Wealth Watch Advisors, an SEC Registered Investment Advisor. Wealth Watch Advisors has no affiliation with the website represented. Wealth Watch Advisors is not responsible for their views and opinions and makes no representations or warranties about the accuracy, reliability, completeness, or timeliness of the content, and does not recommend or endorse any specific information herein. NJM Wealth Preservation Strategies is not affiliated. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed as written or recorded are subject to change at any time without notice and are not intended to be used as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.

This information is designed to provide general information on the subjects covered. Pursuant to IRS Circular 230, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that NJM Wealth Preservation Strategies and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney for any legal or tax advice.

Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Wealth Watch Advisors.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-nicolas-j-mcleod-wealth-preservation-specialist-discussing-asset-allocation-design-for-retirement]]>https://api.spreaker.com/episode/56478586Tue, 15 Aug 2023 17:04:09 +0000Mike Saunders, MBANicolas (Nic) J. McLeod is a man of determination and grit. No matter if he’s spending time with his wife and kids, creating music, honing his body-building skills, or helping the many families he now calls “friend” find the best ways for them to...
Nic is a second-generation Wealth Preservation specialist. He grew up watching his dad help families in the community with their financial needs. It impacted him at an early age, and it has now been over forty years since his father first started his practice in 1982. In 2005, Nic decided to launch his own firm and now has helped nearly 1000 families spread across the nation who have entrusted him with their financial wellbeing. Nic’s client base is diverse in both their professional backgrounds & financial needs. No matter who he is working with, his number one job is to protect and preserve their wealth and retirement savings.

Nic proudly owns a record free of any consumer complaints. This is a direct result of the core values at McLeod Consulting Group. As Nic says, “As fiduciaries, our job is to foster a relationship of trust, both legally and ethically. This is what drives us, so our client’s best interests are always first. But we take it to the next level and make sure that all of the work we do is transparent to both our clients and the financial companies we work with. Many of our clients have become like family, and we could not be more thankful for them. We look forward to inviting you to experience how our team can help you successfully navigate the years leading up to your retirement as well as continue to prosper financially, emotionally, and spiritually throughout your retirement years.”

Nic’s relationship with God and his family are at his core. “My daily goal is to be a humble servant. This is what gives me my moral compass and keeps it all together.” Nic’s cherished soulmate is his lovely wife Shayda. Theirs is a true love story, and they bring the same core values to their marriage that they do to all their work. Nic and Shayda have two young and wonderful children who are very active in their school and in sports—following in their father’s footsteps. While the couple spends weekdays working hard to ensure their clients remain financially secure, weekends are packed with sporting events and other family activities.

“Giving my all can make me vulnerable. I care deeply about my clients,” Nic says adamantly.
“It goes far beyond just ‘being about the money.’ Money isn’t what makes the world go ‘round. It’s our relationships and our health, and I find when you give everything you got, that vulnerability can leave you exposed—to the good, the bad, and the ugly. But I’ll take it all if it means that together we create success for you.”

Nic can add “gifted athlete” and “seasoned musician,” to his list of accomplishments. He was a highly touted D1 football prospect, but his aspirations were cut short due to a severe foot injury. He was determined to continue being part of the sport’s world becoming a top bodybuilder, consulting for the University of Arkansas strength coaches, but his passion is helping troubled adolescents and under-privileged youth in his community. As a musician, he has successfully recorded LPs, enjoying quick success on local and national radio as well as sold-out shows in the largest and most well-known regional venues. He studied at the prestigious Musicians Institute in Los Angeles, majoring in Lead Guitar Theory and single-string improv. Music continues to be a major player in his life, as he plays and composes music for his family and personal enjoyment.

Nic’s commitment to making people better and more able at whatever they choose permeates all his work—from volunteering with his community to helping individuals and...]]>1506influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-nicolas-j-mcleod-wealth-preservation-specialist--56445544
Nic is a second-generation Wealth Preservation specialist. He grew up watching his dad help families in the community with their financial needs. It impacted him at an early age, and it has now been over forty years since his father first started his practice in 1982. In 2005, Nic decided to launch his own firm and now has helped nearly 1000 families spread across the nation who have entrusted him with their financial wellbeing. Nic’s client base is diverse in both their professional backgrounds & financial needs. No matter who he is working with, his number one job is to protect and preserve their wealth and retirement savings.

Nic proudly owns a record free of any consumer complaints. This is a direct result of the core values at McLeod Consulting Group. As Nic says, “As fiduciaries, our job is to foster a relationship of trust, both legally and ethically. This is what drives us, so our client’s best interests are always first. But we take it to the next level and make sure that all of the work we do is transparent to both our clients and the financial companies we work with. Many of our clients have become like family, and we could not be more thankful for them.”

We look forward to inviting you to experience how our team can help you successfully navigate the years leading up to your retirement as well as continue to prosper financially, emotionally, and spiritually throughout your retirement years.

Nic’s relationship with God and his family are at his core. “My daily goal is to be a humble servant. This is what gives me my moral compass and keeps it all together.” Nic’s cherished soulmate is his lovely wife Shayda. Theirs is a true love story, and they bring the same core values to their marriage that they do to all their work. Nic and Shayda have two young and wonderful children who are very active in their school and in sports—following in their father’s footsteps. While the couple spends weekdays working hard to ensure their clients remain financially secure, weekends are packed with sporting events and other family activities.

“Giving me all can make me vulnerable. I care deeply about my clients,” Nic says adamantly.
“It goes far beyond just ‘being about the money.’ Money isn’t what makes the world go ‘round. It’s our relationships and our health, and I find when you give everything you got, that vulnerability can leave you exposed—to the good, the bad, and the ugly. But I’ll take it all if it means that together we create success for you.”

Nic can add “gifted athlete” and “seasoned musician,” to his list of accomplishments. He was a highly touted D1 football prospect, but his aspirations were cut short due to a severe foot injury. He was determined to continue being part of the sport’s world becoming a top bodybuilder, consulting for the University of Arkansas strength coaches, but his passion is helping troubled adolescents and underprivileged youth in his community. As a musician, he has successfully recorded LPs, enjoying quick success on local and national radio as well as sold-out shows in the largest and most well-known regional venues. He studied at the prestigious Musicians Institute in Los Angeles, majoring in Lead Guitar Theory and single-string improv. Music continues to be a major player in his life, as he plays and composes music for his family and personal enjoyment.

Nic’s commitment to making people better and more able at whatever they choose permeates all his work—from volunteering with his community to helping individuals and families secure and preserve their wealth

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

General
Investment Advisory Services offered by James Jurica CFP® CLU® CHFC® RICP® through Wealth Watch Advisors, an SEC Registered Investment Advisor. Wealth Watch Advisors has no affiliation with the website represented. Wealth Watch Advisors is not responsible for their views and opinions, and makes no representations or warranties about the accuracy, reliability, completeness or timeliness of the content and does not recommend or endorse any specific information herein. NJM Wealth Preservation Strategies is not affiliated. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed as written or recorded are subject to change at any time without notice and are not intended to be used as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.

This information is designed to provide general information on the subjects covered. Pursuant to IRS Circular 230, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that NJM Wealth Preservation Strategies and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney for any legal or tax advice.

Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Wealth Watch Advisors.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-nicolas-j-mcleod-wealth-preservation-specialist]]>https://api.spreaker.com/episode/56445544Fri, 11 Aug 2023 22:49:51 +0000Mike Saunders, MBANicolas (Nic) J. McLeod is a man of determination and grit. No matter if he’s spending time with his wife and kids, creating music, honing his body-building skills, or helping the many families he now calls “friend” find the best ways for them to...
Nic is a second-generation Wealth Preservation specialist. He grew up watching his dad help families in the community with their financial needs. It impacted him at an early age, and it has now been over forty years since his father first started his practice in 1982. In 2005, Nic decided to launch his own firm and now has helped nearly 1000 families spread across the nation who have entrusted him with their financial wellbeing. Nic’s client base is diverse in both their professional backgrounds & financial needs. No matter who he is working with, his number one job is to protect and preserve their wealth and retirement savings.

Nic proudly owns a record free of any consumer complaints. This is a direct result of the core values at McLeod Consulting Group. As Nic says, “As fiduciaries, our job is to foster a relationship of trust, both legally and ethically. This is what drives us, so our client’s best interests are always first. But we take it to the next level and make sure that all of the work we do is transparent to both our clients and the financial companies we work with. Many of our clients have become like family, and we could not be more thankful for them.”

We look forward to inviting you to experience how our team can help you successfully navigate the years leading up to your retirement as well as continue to prosper financially, emotionally, and spiritually throughout your retirement years.

Nic’s relationship with God and his family are at his core. “My daily goal is to be a humble servant. This is what gives me my moral compass and keeps it all together.” Nic’s cherished soulmate is his lovely wife Shayda. Theirs is a true love story, and they bring the same core values to their marriage that they do to all their work. Nic and Shayda have two young and wonderful children who are very active in their school and in sports—following in their father’s footsteps. While the couple spends weekdays working hard to ensure their clients remain financially secure, weekends are packed with sporting events and other family activities.

“Giving me all can make me vulnerable. I care deeply about my clients,” Nic says adamantly.
“It goes far beyond just ‘being about the money.’ Money isn’t what makes the world go ‘round. It’s our relationships and our health, and I find when you give everything you got, that vulnerability can leave you exposed—to the good, the bad, and the ugly. But I’ll take it all if it means that together we create success for you.”

Nic can add “gifted athlete” and “seasoned musician,” to his list of accomplishments. He was a highly touted D1 football prospect, but his aspirations were cut short due to a severe foot injury. He was determined to continue being part of the sport’s world becoming a top bodybuilder, consulting for the University of Arkansas strength coaches, but his passion is helping troubled adolescents and underprivileged youth in his community. As a musician, he has successfully recorded LPs, enjoying quick success on local and national radio as well as sold-out shows in the largest and most well-known regional venues. He studied at the prestigious Musicians Institute in Los Angeles, majoring in Lead Guitar Theory and single-string improv. Music continues to be a major player in his life, as he plays and composes music for his family and personal enjoyment.

Nic’s commitment to making people better and more able at whatever they choose permeates all his work—from volunteering with his community to helping individuals...]]>1623influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-sherry-auble-founder-of-savvy-women-wealth-selecting-the-best-niche-to-market-to--56445527
Street firms and Fortune 500 companies in business development. In fact, one of her greatest accomplishments was growing a financial advisory practice from the ground up to a $25 million portfolio of high-net-worth clients. She learned a lot about the fundamentals of building a successful online business and that’s what she wants to do for today’s women entrepreneurs through my new Savvy Women’s Business Academy.

Today, her mission is to take all my training, experience, talents, and gifts to help women professionals to escape their 9-5 and start their dream business and grow it to 6 figures and beyond!

Learn More:
https://savvywomenandwealth.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-sherry-auble-founder-of-savvy-women-wealth-selecting-the-best-niche-to-market-to]]>https://api.spreaker.com/episode/56445527Fri, 11 Aug 2023 22:42:23 +0000Mike Saunders, MBASherry grew up in a struggling blue-collar family where money was scarce and at times, nonexistent. But she was determined to create a better and more fulfilling life for herself and she had been able to do that with the gift of perseverance and...
Street firms and Fortune 500 companies in business development. In fact, one of her greatest accomplishments was growing a financial advisory practice from the ground up to a $25 million portfolio of high-net-worth clients. She learned a lot about the fundamentals of building a successful online business and that’s what she wants to do for today’s women entrepreneurs through my new Savvy Women’s Business Academy.

Today, her mission is to take all my training, experience, talents, and gifts to help women professionals to escape their 9-5 and start their dream business and grow it to 6 figures and beyond!

Learn More:
https://savvywomenandwealth.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-sherry-auble-founder-of-savvy-women-wealth-selecting-the-best-niche-to-market-to]]>1285influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-ben-green-co-founder-of-ready2retire--56442875
He has over 2,000 clients and has educated over 10,000 people. Benjamin is also President and COO of Insurance Advantage, an employee benefits agency he co-founded 13 years ago. Ben has previously served as COO of a human resources staffing firm and as Vice President of Asia and Europe for an American software company.

Benjamin has extensive experience in economic development and consulting and worked as a Business Recruiter for South Carolina. Since Ben opened the Japan office in 2012, South Carolina has received over $2.2 billion in investment. In 2014, he was hired to write the Strategic Plan for the State of South Carolina.

Based on ten years working overseas in Japan, Brazil, & Spain, he wrote the Amazon Best Seller The Global Superstar: How Your Students Can Develop an Advantage over Global Competition to help students prepare for careers in this changing economy. He holds a Bachelor’s degree in Finance from Morehouse College, an International MBA from The University of South Carolina, and certificates from UNC and Temple University.

He’s conversant in Japanese, Portuguese, and Spanish. He has served on numerous boards, including the South Carolina Independent Colleges and Universities Association, the SC Chamber of Commerce, and the Columbia (SC) Chamber of Commerce. He’s a member of the Nashville City Club and the Nashville Kiwanis Club.

Ben splits time between his homes in Nashville, TN, and Columbia, SC, with his wife and their two wonderful daughters. He loves traveling, spending time with friends and family, and helping his clients win.

Learn More: https://www.ready2retire.net/

Investment Advisory Services offered by James Jurica CFP® CLU® CHFC® RICP® through Wealth Watch Advisors, an SEC Registered Investment Advisor. Wealth Watch Advisors has no affiliation with the website represented. Wealth Watch Advisors is not responsible for their views and opinions, and makes no representations or warranties about the accuracy, reliability, completeness or timeliness of the content and does not recommend or endorse any specific information herein. NJM Wealth Preservation Strategies is not affiliated.

Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed as written or recorded are subject to change at any time without notice and are not intended to be used as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.

This information is designed to provide general information on the subjects covered. Pursuant to IRS Circular 230, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement.

Please note that NJM Wealth Preservation Strategies and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney for any legal or tax advice.

Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products.Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Wealth Watch Advisors.




Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-ben-green-co-founder-of-ready2retire]]>https://api.spreaker.com/episode/56442875Fri, 11 Aug 2023 17:55:08 +0000Mike Saunders, MBAA native of Columbia, SC, Benjamin is Co-Founder of Ready2Retire™ President, the leading retirement planning firm for people who want to retire with confidence. Benjamin greatly appreciates customer service and client satisfaction, honed from over 20...
He has over 2,000 clients and has educated over 10,000 people. Benjamin is also President and COO of Insurance Advantage, an employee benefits agency he co-founded 13 years ago. Ben has previously served as COO of a human resources staffing firm and as Vice President of Asia and Europe for an American software company.

Benjamin has extensive experience in economic development and consulting and worked as a Business Recruiter for South Carolina. Since Ben opened the Japan office in 2012, South Carolina has received over $2.2 billion in investment. In 2014, he was hired to write the Strategic Plan for the State of South Carolina.

Based on ten years working overseas in Japan, Brazil, & Spain, he wrote the Amazon Best Seller The Global Superstar: How Your Students Can Develop an Advantage over Global Competition to help students prepare for careers in this changing economy. He holds a Bachelor’s degree in Finance from Morehouse College, an International MBA from The University of South Carolina, and certificates from UNC and Temple University.

He’s conversant in Japanese, Portuguese, and Spanish. He has served on numerous boards, including the South Carolina Independent Colleges and Universities Association, the SC Chamber of Commerce, and the Columbia (SC) Chamber of Commerce. He’s a member of the Nashville City Club and the Nashville Kiwanis Club.

Ben splits time between his homes in Nashville, TN, and Columbia, SC, with his wife and their two wonderful daughters. He loves traveling, spending time with friends and family, and helping his clients win.

Learn More: https://www.ready2retire.net/

Investment Advisory Services offered by James Jurica CFP® CLU® CHFC® RICP® through Wealth Watch Advisors, an SEC Registered Investment Advisor. Wealth Watch Advisors has no affiliation with the website represented. Wealth Watch Advisors is not responsible for their views and opinions, and makes no representations or warranties about the accuracy, reliability, completeness or timeliness of the content and does not recommend or endorse any specific information herein. NJM Wealth Preservation Strategies is not affiliated.

Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed as written or recorded are subject to change at any time without notice and are not intended to be used as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision.

This information is designed to provide general information on the subjects covered. Pursuant to IRS Circular 230, it is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement.

Please note that NJM Wealth Preservation Strategies and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney for any legal or tax advice.

Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products.Fixed Insurance...]]>1208influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-sherry-auble-founder-of-savvy-women-wealth-overcoming-the-fear-of-sales--56430578
Street firms and Fortune 500 companies in business development. In fact, one of her greatest accomplishments was growing a financial advisory practice from the ground up to a $25 million portfolio of high-net-worth clients. She learned a lot about the fundamentals of building a successful online business and that’s what she wants to do for today’s women entrepreneurs through my new Savvy Women’s Business Academy.

Today, her mission is to take all my training, experience, talents, and gifts to help women professionals to escape their 9-5 and start their dream business and grow it to 6 figures and beyond!

Learn More:
https://savvywomenandwealth.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-sherry-auble-founder-of-savvy-women-wealth-overcoming-the-fear-of-sales]]>https://api.spreaker.com/episode/56430578Thu, 10 Aug 2023 21:37:39 +0000Mike Saunders, MBAGrew up in a struggling blue-collar family where money was scarce and at times, nonexistent. But she was determined to create a better and more fulfilling life for herself and she had been able to do that with the gift of perseverance and resilience....
Street firms and Fortune 500 companies in business development. In fact, one of her greatest accomplishments was growing a financial advisory practice from the ground up to a $25 million portfolio of high-net-worth clients. She learned a lot about the fundamentals of building a successful online business and that’s what she wants to do for today’s women entrepreneurs through my new Savvy Women’s Business Academy.

Today, her mission is to take all my training, experience, talents, and gifts to help women professionals to escape their 9-5 and start their dream business and grow it to 6 figures and beyond!

Learn More:
https://savvywomenandwealth.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-sherry-auble-founder-of-savvy-women-wealth-overcoming-the-fear-of-sales]]>1404influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-david-cargill-financial-advisor-with-lpl-financial--56430484
Mr. Cargill joined LPL in 2022 after two years with a similar firm. There he oversaw 50 retirement plans: coordinating and conducting their annual plan reviews, fund analyses, and other administrative tasks. He also provided portfolio management and financial planning services to individual clients. Prior to his financial career, David spent five years with a non-profit organization, where his responsibilities included fundraising, recruiting, and supervising of team members. David’s business studies, along with his broad scope of management and networking skills, have created a solid foundation for his career in financial services and the development of long-term client relationships.

Learn More: https://cst-lpl.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-david-cargill-financial-advisor-with-lpl-financial]]>https://api.spreaker.com/episode/56430484Thu, 10 Aug 2023 21:30:44 +0000Mike Saunders, MBAMr. Cargill graduated from the University of Nebraska – Lincoln in 2014 with a Bachelor of Science in Business Administration. His primary focus was Accounting. He also emphasized Economics and Spanish. Mr. Cargill joined LPL in 2022 after two years...
Mr. Cargill joined LPL in 2022 after two years with a similar firm. There he oversaw 50 retirement plans: coordinating and conducting their annual plan reviews, fund analyses, and other administrative tasks. He also provided portfolio management and financial planning services to individual clients. Prior to his financial career, David spent five years with a non-profit organization, where his responsibilities included fundraising, recruiting, and supervising of team members. David’s business studies, along with his broad scope of management and networking skills, have created a solid foundation for his career in financial services and the development of long-term client relationships.

Learn More: https://cst-lpl.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-david-cargill-financial-advisor-with-lpl-financial]]>1171influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-gary-scofield-founder-of-mansfield-financial-strategies-discussing-annuities-101--56406225
“We take a personalized approach to help individuals by understanding their unique circumstances, goals, and concerns. As independent advisors, we have access to diverse products and solutions to create comprehensive plans that provide secure and predictable lifetime income. Our mission is to guide people toward a worry-free retirement, building lasting relationships along the way.”

Learn More: https://mansfieldfs.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-gary-scofield-founder-of-mansfield-financial-strategies-discussing-annuities-101]]>https://api.spreaker.com/episode/56406225Tue, 08 Aug 2023 18:18:43 +0000Mike Saunders, MBAGary is an accomplished financial advisor who has spent over four decades dedicated to guiding clients toward financial prosperity in retirement. With impressive credentials, including a lifetime membership in MDRT (Million Dollar Round Table), Gary’s...
“We take a personalized approach to help individuals by understanding their unique circumstances, goals, and concerns. As independent advisors, we have access to diverse products and solutions to create comprehensive plans that provide secure and predictable lifetime income. Our mission is to guide people toward a worry-free retirement, building lasting relationships along the way.”

Learn More: https://mansfieldfs.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-gary-scofield-founder-of-mansfield-financial-strategies-discussing-annuities-101]]>1422influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-retirement-consultant-james-haass-discussing-life-insurance-for-retirement--56374349
Probably the greatest gift I provide for my clients when they retire is a good night’s sleep.

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

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-retirement-consultant-james-haass-discussing-life-insurance-for-retirement]]>https://api.spreaker.com/episode/56374349Fri, 04 Aug 2023 23:41:30 +0000Mike Saunders, MBAOver 40 years in financial services including 20 plus years with Northwestern Mutual Life. 15 Years as a financial advisor with large banks. Started own agency in 2015 with partner/spouse Michelle Haass, Thoroughbred Advisors. Probably the greatest...
Probably the greatest gift I provide for my clients when they retire is a good night’s sleep.

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

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-retirement-consultant-james-haass-discussing-life-insurance-for-retirement]]>1344influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-financial-professional-bryan-baysinger-discussing-retirement-planning--56360286
Knowledge is Power! Education is Key! Consequently, many of those who have worked for small & large companies have set aside millions of dollars. Bryan helps clients to make sure their savings last throughout their lifetime & creating a legacy if they desire for their heirs!

Learn More: https://shieldyourretirement.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-financial-professional-bryan-baysinger-discussing-retirement-planning]]>https://api.spreaker.com/episode/56360286Thu, 03 Aug 2023 20:15:08 +0000Mike Saunders, MBABryan has been a well-known Financial Professional and Educator for the Last 36+ Years! Bryan has developed a specialty working with Semi-Retired and Retired persons aged 50+. Hundreds have attended his classes on learning how to Shield their Life...
Knowledge is Power! Education is Key! Consequently, many of those who have worked for small & large companies have set aside millions of dollars. Bryan helps clients to make sure their savings last throughout their lifetime & creating a legacy if they desire for their heirs!

Learn More: https://shieldyourretirement.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-financial-professional-bryan-baysinger-discussing-retirement-planning]]>1441influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-sherry-auble-founder-of-savvy-women-wealth-the-importance-of-having-a-business-plan--56360190
I’ve had my share of knocks, but I always get up and push on. I think it’s that kind of determination that enabled me to work for premier Wall Street firms and Fortune 500 companies in business development. In fact, one of my greatest accomplishments was growing a financial advisory practice from the ground up to a $25 million portfolio of high-net-worth clients. I learned a lot about the fundamentals of building a successful online business and that’s what I want to do for today’s women entrepreneurs through my new Savvy Women’s Business Academy.

Today, my mission is to take all my training, experience, talents, and gifts to help women professionals to escape their 9-5 and start their dream business and grow it to 6 figures and beyond!

Learn More: https://savvywomenandwealth.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-sherry-auble-founder-of-savvy-women-wealth-the-importance-of-having-a-business-plan]]>https://api.spreaker.com/episode/56360190Thu, 03 Aug 2023 20:02:16 +0000Mike Saunders, MBAGrew up in a struggling blue-collar family where money was scarce and at times, nonexistent. But I was determined to create a better and more fulfilling life for myself and I’ve been able to do that with the gift of perseverance and resilience. I’ve...
I’ve had my share of knocks, but I always get up and push on. I think it’s that kind of determination that enabled me to work for premier Wall Street firms and Fortune 500 companies in business development. In fact, one of my greatest accomplishments was growing a financial advisory practice from the ground up to a $25 million portfolio of high-net-worth clients. I learned a lot about the fundamentals of building a successful online business and that’s what I want to do for today’s women entrepreneurs through my new Savvy Women’s Business Academy.

Today, my mission is to take all my training, experience, talents, and gifts to help women professionals to escape their 9-5 and start their dream business and grow it to 6 figures and beyond!

Learn More: https://savvywomenandwealth.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-sherry-auble-founder-of-savvy-women-wealth-the-importance-of-having-a-business-plan]]>1007influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-retirement-consultant-james-haass-discussing-fixed-income-annuities--56359668
Learn More:
https://www.BrookeQuinn.com

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-retirement-consultant-james-haass-discussing-fixed-income-annuities]]>https://api.spreaker.com/episode/56359668Thu, 03 Aug 2023 19:39:59 +0000Mike Saunders, MBAOver 40 years in financial services including 20 plus years with Northwestern Mutual Life. 15 Years as a financial advisor with large banks. Started own agency in 2015 with partner/spouse Michelle Haass, Thoroughbred Advisors. Probably the greatest...
Learn More:
https://www.BrookeQuinn.com

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-retirement-consultant-james-haass-discussing-fixed-income-annuities]]>1513influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-w-miriam-divinsky-ph-d-author-of-playing-the-game-of-life-and-business-to-win-discussing-the-game-of-success--56326560
She helps her clients to synchronize their business, “Outer Game of Success,” with their “Inner Game of Success,” with who they really are.

The synchronization of these two games of life allows her clients to live their professional lives with success and fulfillment and their personal lives with fulfillment and joy.

Miriam Divinsky has been featured in “Who’s Who National Registry” and “Who’s Who in American Women.”

She is a Diplomat and Fellow of the Clinical Hypnotherapy Board and is listed in “America’s Best Therapists.”

Connect with Dr. Miriam Divinsky
https://www.Miriam360.com

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-w-miriam-divinsky-ph-d-author-of-playing-the-game-of-life-and-business-to-win-discussing-the-game-of-success]]>https://api.spreaker.com/episode/56326560Mon, 31 Jul 2023 23:30:21 +0000Mike Saunders, MBAMiriam is a business and personal coach who helps her clients synchronize their inner and outer lives. She helps her clients to synchronize their business, “Outer Game of Success,” with their “Inner Game of Success,” with who they really are. The...
She helps her clients to synchronize their business, “Outer Game of Success,” with their “Inner Game of Success,” with who they really are.

The synchronization of these two games of life allows her clients to live their professional lives with success and fulfillment and their personal lives with fulfillment and joy.

Miriam Divinsky has been featured in “Who’s Who National Registry” and “Who’s Who in American Women.”

She is a Diplomat and Fellow of the Clinical Hypnotherapy Board and is listed in “America’s Best Therapists.”

Connect with Dr. Miriam Divinsky
https://www.Miriam360.com

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-w-miriam-divinsky-ph-d-author-of-playing-the-game-of-life-and-business-to-win-discussing-the-game-of-success]]>1564influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-james-haass-retirement-income-specialist--56326276
Probably the greatest gift I provide for my clients when they retire is a good night’s sleep.

Learn More:
https://www.linkedin.com/in/james-haass-aa611377/ or http://www.brookeandquinn.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-james-haass-retirement-income-specialist]]>https://api.spreaker.com/episode/56326276Mon, 31 Jul 2023 22:59:16 +0000Mike Saunders, MBAOver 40 years in financial services, including 20 plus years with Northwestern Mutual Life. 15 Years as a financial advisor with large banks. Started own agency in 2015 with partner/spouse Michelle Haass, Thoroughbred Advisors. Probably the greatest...
Probably the greatest gift I provide for my clients when they retire is a good night’s sleep.

Learn More:
https://www.linkedin.com/in/james-haass-aa611377/ or http://www.brookeandquinn.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-james-haass-retirement-income-specialist]]>1175influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-miriam-divinsky-ph-d-author-of-playing-the-game-of-life-and-business-to-win-discussing-conscious-living--56251867
She helps her clients synchronize their business, “Outer Game of Success,” with their “Inner Game of Success,” who they really are.

The synchronization of these two games of life allows her clients to live their professional lives with success and fulfillment and their personal lives with fulfillment and joy.

Miriam Divinsky has been featured in “Who’s Who National Registry” and “Who’s Who in American Women.”

She is a Diplomat and Fellow of the Clinical Hypnotherapy Board and is listed in “America’s Best Therapists.”

Connect with Dr. Miriam Divinsky
https://www.Miriam360.com

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-miriam-divinsky-ph-d-author-of-playing-the-game-of-life-and-business-to-win-discussing-conscious-living]]>https://api.spreaker.com/episode/56251867Thu, 27 Jul 2023 19:33:02 +0000Mike Saunders, MBAMiriam is a business and personal coach who helps her clients synchronize their inner and outer lives. She helps her clients synchronize their business, “Outer Game of Success,” with their “Inner Game of Success,” who they really are. The...
She helps her clients synchronize their business, “Outer Game of Success,” with their “Inner Game of Success,” who they really are.

The synchronization of these two games of life allows her clients to live their professional lives with success and fulfillment and their personal lives with fulfillment and joy.

Miriam Divinsky has been featured in “Who’s Who National Registry” and “Who’s Who in American Women.”

She is a Diplomat and Fellow of the Clinical Hypnotherapy Board and is listed in “America’s Best Therapists.”

Connect with Dr. Miriam Divinsky
https://www.Miriam360.com

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-miriam-divinsky-ph-d-author-of-playing-the-game-of-life-and-business-to-win-discussing-conscious-living]]>1380influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-jacques-skuteeki-business-innovation-strategist--56232021
Jacques decided to be a member of BNI with their weekly breakfast meetings. Became a director opening new chapters in the French part of Montreal and training the officers to run those chapters and build memberships. Meanwhile, he was working on his Goal to live 12 months per year under the sun. So, he got involved in Landmark education learning how to create possibilities, and had his breakthrough in one of their seminars! As he spread the news of his dream, his best friend was working with a manufacturer of fancy foods.

Jacques got introduced and several had the interest to expand into the West Coast market, Next thing you know, he is on a plane headed for California attending the Fancy Food Shows building a great import/export business under the sun far away from winter working hard and having a blast. Then 911 hit us by surprise and his profit margins went down overnight because of the trade exchange. Now he had a new problem creating a new possibility in his life. He had samples or inventory in a warehouse and had no idea what to do with them. So, he got into the gift basket business and got into the world of trade and barter. This is America’s Best Kept Business Secret. Now, he trades his excess inventory into purchasing power. Then, for the next 15 years as a barter member, he moved to marketing and landed up running his own barter exchange in California.

Covid hit the market, and he decided to sell his business. With his exposure to hundreds of business owners, their common challenge was to sell more because they had unsold inventory in the warehouse, as most professionals had empty appointment slots in their business, meaning lost business forever.

So today, they have created the 12-Step Cash Flow Marketing System that focuses on the sales cycle or the customer journey. They have produced creative ways to shorten it, generating quicker cash flow. They generate leads, build the audience, and create momentum with prospects to build like, trust, and understanding of your product or service.

Learn More:

https://jacquesskuteeki360.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/making-money-and-making-an-impact-business-innovator-andrew-alanis-short-term-rental-journey]]>https://api.spreaker.com/episode/56232021Wed, 26 Jul 2023 16:31:22 +0000Mike Saunders, MBAJacques Skuteeki is a McGill graduate in Economics and Marketing. Started his career in sales and then got his first dream job in the pharmaceutical industry. Then, his interest was to get into Hospital Supplies so he could learn about group...
Jacques decided to be a member of BNI with their weekly breakfast meetings. Became a director opening new chapters in the French part of Montreal and training the officers to run those chapters and build memberships. Meanwhile, he was working on his Goal to live 12 months per year under the sun. So, he got involved in Landmark education learning how to create possibilities, and had his breakthrough in one of their seminars! As he spread the news of his dream, his best friend was working with a manufacturer of fancy foods.

Jacques got introduced and several had the interest to expand into the West Coast market, Next thing you know, he is on a plane headed for California attending the Fancy Food Shows building a great import/export business under the sun far away from winter working hard and having a blast. Then 911 hit us by surprise and his profit margins went down overnight because of the trade exchange. Now he had a new problem creating a new possibility in his life. He had samples or inventory in a warehouse and had no idea what to do with them. So, he got into the gift basket business and got into the world of trade and barter. This is America’s Best Kept Business Secret. Now, he trades his excess inventory into purchasing power. Then, for the next 15 years as a barter member, he moved to marketing and landed up running his own barter exchange in California.

Covid hit the market, and he decided to sell his business. With his exposure to hundreds of business owners, their common challenge was to sell more because they had unsold inventory in the warehouse, as most professionals had empty appointment slots in their business, meaning lost business forever.

So today, they have created the 12-Step Cash Flow Marketing System that focuses on the sales cycle or the customer journey. They have produced creative ways to shorten it, generating quicker cash flow. They generate leads, build the audience, and create momentum with prospects to build like, trust, and understanding of your product or service.

Learn More:

https://jacquesskuteeki360.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/making-money-and-making-an-impact-business-innovator-andrew-alanis-short-term-rental-journey]]>2498influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-w-daniel-collison-w-advice2advisors-author-of-building-bigger-better-discussing-confident-growth-plan--56201093
Dan is a CFP, TEP and taught Personal Financial Management, in the MBA Program at the Schulich School of Business since 1998, and is the author of The Financial Advisor’s Guide to Excellence and Building Bigger & Better: Growth Strategies of Top-Producing Financial Advisors.
Dan regularly presents keynotes and trains advisors across North and South America.

Learn More: https://advice2advisors.ca/interview-w-daniel-collison-w-advice2advisors-author-of-building-bigger-better-discussing-confident-growth-plan

Buy “Building Bigger & Better: Growth Strategies of Top-Producing Financial Advisors”
https://www.amazon.ca/Building-Bigger-Better-Strategies-Top-Producing/dp/1039143652/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-w-daniel-collison-w-advice2advisors-author-of-building-bigger-better-discussing-confident-growth-plan]]>https://api.spreaker.com/episode/56201093Mon, 24 Jul 2023 16:58:41 +0000Mike Saunders, MBADaniel Collison has over 30 years in the financial services industry. Dan is the co-founder and Managing Partner in the financial education firm Advice2Advisors, which trains, mentors and coaches financial advisors of all tenures. Dan is a CFP, TEP...
Dan is a CFP, TEP and taught Personal Financial Management, in the MBA Program at the Schulich School of Business since 1998, and is the author of The Financial Advisor’s Guide to Excellence and Building Bigger & Better: Growth Strategies of Top-Producing Financial Advisors.
Dan regularly presents keynotes and trains advisors across North and South America.

Learn More: https://advice2advisors.ca/interview-w-daniel-collison-w-advice2advisors-author-of-building-bigger-better-discussing-confident-growth-plan

Buy “Building Bigger & Better: Growth Strategies of Top-Producing Financial Advisors”
https://www.amazon.ca/Building-Bigger-Better-Strategies-Top-Producing/dp/1039143652/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-w-daniel-collison-w-advice2advisors-author-of-building-bigger-better-discussing-confident-growth-plan]]>1509influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-matt-reiner-managing-partner-of-capital-investment-advisors--56201034
The MattReiner.com site was created from Matt’s passion to help other financial advisors grow in their knowledge of practice management, help them evaluate their technology needs, and inform them on what’s new in the industry. On this site, you will find the Bridging the Gap Podcast, where Matt talks with top industry leaders about emerging trends, client best practices, and challenges financial firms face every day. In The Inner Circle, financial leaders will find a collaborative atmosphere and community of advisors to help them grow in their knowledge and practice management skills.

An experienced thought leader and sought-after industry speaker, Matt has been a featured guest at top financial industry events like FinCon and is a frequently quoted source for outlets including the Wall Street Journal, Business Insider, Entrepreneur, Financial Advisor Magazine, Medium, Think Advisor, and Advisor Perspectives.

Matt is dedicated to helping the industry grow and evolve. He has a very simple goal in mind. He wants the wealth management industry – specifically the RIA vertical – to become one of the most innovative, forward-thinking industries on earth. Matt believes that with true innovation, RIAs will attract top-tier talent, create practices that are efficient and scalable, and offer higher-quality personal service to clients at all levels of wealth. Matt Reiner wants to help you become THE advisor of the future!

Learn more: https://mattreiner.com

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-matt-reiner-managing-partner-of-capital-investment-advisors]]>https://api.spreaker.com/episode/56201034Mon, 24 Jul 2023 16:50:46 +0000Mike Saunders, MBAMatt Reiner is a CFA® Charterholder, CERTIFIED FINANCIAL PLANNER™, and partner at Capital Investment Advisors, a $4.3B (as of December 2022) RIA in Atlanta, Georgia. Additionally, Matt is the managing partner of Wela Strategies, an RIA that deals with...
The MattReiner.com site was created from Matt’s passion to help other financial advisors grow in their knowledge of practice management, help them evaluate their technology needs, and inform them on what’s new in the industry. On this site, you will find the Bridging the Gap Podcast, where Matt talks with top industry leaders about emerging trends, client best practices, and challenges financial firms face every day. In The Inner Circle, financial leaders will find a collaborative atmosphere and community of advisors to help them grow in their knowledge and practice management skills.

An experienced thought leader and sought-after industry speaker, Matt has been a featured guest at top financial industry events like FinCon and is a frequently quoted source for outlets including the Wall Street Journal, Business Insider, Entrepreneur, Financial Advisor Magazine, Medium, Think Advisor, and Advisor Perspectives.

Matt is dedicated to helping the industry grow and evolve. He has a very simple goal in mind. He wants the wealth management industry – specifically the RIA vertical – to become one of the most innovative, forward-thinking industries on earth. Matt believes that with true innovation, RIAs will attract top-tier talent, create practices that are efficient and scalable, and offer higher-quality personal service to clients at all levels of wealth. Matt Reiner wants to help you become THE advisor of the future!

Learn more: https://mattreiner.com

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-matt-reiner-managing-partner-of-capital-investment-advisors]]>1108influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-w-daniel-collison-w-advice2advisors-author-of-building-bigger-better-discussing-confident-business-structure--56176623
Dan is a CFP, TEP and taught Personal Financial Management, in the MBA Program at the Schulich School of Business since 1998, and is the author of The Financial Advisor’s Guide to Excellence and Building Bigger & Better: Growth Strategies of Top-Producing Financial Advisors.

Dan regularly presents keynotes and trains advisors across North and South America.

Learn More: https://advice2advisors.ca/
Buy “Building Bigger & Better: Growth Strategies of Top-Producing Financial Advisors”
https://www.amazon.ca/Building-Bigger-Better-Strategies-Top-Producing/dp/1039143652/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-w-daniel-collison-w-advice2advisors-author-of-building-bigger-better-discussing-confident-business-structure]]>https://api.spreaker.com/episode/56176623Fri, 21 Jul 2023 13:00:38 +0000Mike Saunders, MBADaniel Collison has over 30 years in the financial services industry. Dan is the co-founder and Managing Partner in the financial education firm Advice2Advisors, which trains, mentors, and coaches financial advisors of all tenures. Dan is a CFP, TEP...
Dan is a CFP, TEP and taught Personal Financial Management, in the MBA Program at the Schulich School of Business since 1998, and is the author of The Financial Advisor’s Guide to Excellence and Building Bigger & Better: Growth Strategies of Top-Producing Financial Advisors.

Dan regularly presents keynotes and trains advisors across North and South America.

Learn More: https://advice2advisors.ca/
Buy “Building Bigger & Better: Growth Strategies of Top-Producing Financial Advisors”
https://www.amazon.ca/Building-Bigger-Better-Strategies-Top-Producing/dp/1039143652/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-w-daniel-collison-w-advice2advisors-author-of-building-bigger-better-discussing-confident-business-structure]]>1733influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-w-daniel-collison-w-advice2advisors-author-of-building-bigger-better-growth-strategies-of-top-producing-financial-advisors--56158166
Dan is a CFP, TEP and taught Personal Financial Management, in the MBA Program at the Schulich School of Business since 1998, and is the author of The Financial Advisor’s Guide to Excellence and Building Bigger & Better: Growth Strategies of Top-Producing Financial Advisors.

Dan regularly presents keynotes and trains advisors across North and South America.

Learn More: https://advice2advisors.ca/

Buy “Building Bigger & Better: Growth Strategies of Top-Producing Financial Advisors”
https://www.amazon.ca/Building-Bigger-Better-Strategies-Top-Producing/dp/1039143652/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-w-daniel-collison-w-advice2advisors-author-of-building-bigger-better-growth-strategies-of-top-producing-financial-advisors]]>https://api.spreaker.com/episode/56158166Wed, 19 Jul 2023 18:51:46 +0000Mike Saunders, MBADaniel Collison has over 30 years in the financial services industry. Dan is the co-founder and Managing Partner in the financial education firm Advice2Advisors, which trains, mentors, and coaches financial advisors of all tenures. Dan is a CFP, TEP...
Dan is a CFP, TEP and taught Personal Financial Management, in the MBA Program at the Schulich School of Business since 1998, and is the author of The Financial Advisor’s Guide to Excellence and Building Bigger & Better: Growth Strategies of Top-Producing Financial Advisors.

Dan regularly presents keynotes and trains advisors across North and South America.

Learn More: https://advice2advisors.ca/

Buy “Building Bigger & Better: Growth Strategies of Top-Producing Financial Advisors”
https://www.amazon.ca/Building-Bigger-Better-Strategies-Top-Producing/dp/1039143652/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-w-daniel-collison-w-advice2advisors-author-of-building-bigger-better-growth-strategies-of-top-producing-financial-advisors]]>1642influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-bob-chitrathorn-co-founder-of-simplified-wealth-management--56104905
To the Chitrathorns, life in America was a gift and they were proud owners of property in America. They worked hard to put food on the table and to put Bob and his younger sister, Crystal, through school. Bob ate sandwiches with nothing but cheese on them, but he was blessed nonetheless. He learned that perspective made all the difference in life.

In his mother’s words, “Education is money in the bank.” She teaches nurses still to this day, but she and Sakul, a factory worker, sacrificed to make a better life for Bob and Crystal. They paid for both kids to go through private high school and then helped pay for college.

Their dedication and sacrifice didn’t go to waste. Bob received a full-ride scholarship for his first year at La Sierra University, before transferring to Cal State San Bernardino. He received his B.S. in Finance, as well as a B.S. in Real Estate while minoring in business administration. Despite the rigorous course load, Bob graduated magna cum laude and was named part of the Golden Key Honor Society.

In 2004, Bob became a financial advisor, which was an opportunity to make a good living, while helping others make the best decisions for their own financial lives. He had a short stint at H&R Block and also considered real estate, but he found his passion in personal finance. While Bob was attending CSUSB, his parents were working with an agent at New York Life. Bob always sat in on their meetings. He found that by listening to his parents’ goals and conveying the pros and cons of their decisions, they would listen to him more often than their own advisors.

When Bob became an advisor, it was a no-brainer that Puttachart and Sakul would work with their son, who always listened to their needs. With over 12 years of industry experience, he now has hundreds of clients beyond his parents to guide and influence. Bob recently joined newly established Simplified Wealth Management to help grow a new brand and to help shape the next generation of financial advisors.

In 2016, Bob contributed a chapter to best-selling author and esteemed motivational speaker, Brian Tracy’s book. The book, “Success Manifesto: The World’s Leading Entrepreneurs & Professionals Reveal Their Secrets to Mastering Health, Wealth & Lifestyle,” was an opportunity for Bob to share his love for planning and for his clients.

He holds the Series 6, Series 7, and Series 63 registrations with LPL Financial, and Series 65 registration with Strategic Wealth Advisors Group, LLC, and life, health, and long-term care insurance licenses. Bob has been married to the love of his life, Brittany, for five years. They live in their Riverside, CA home with their rescue dog, Mazy, a pool, putting green, and a Pittsburgh Steelers-themed bar that’s perfect for Sunday Night Football.

If you’re looking for Bob at 6:30 or 7 pm on a weeknight, more often than not, he’s prepping for a case or making phone calls still. His parents’ work habits weren’t lost on him and he’s usually the one at the end of the night setting the alarm and turning off the lights.



Complimentary Power of Attorney
Help with business valuation
Complimentary Second Opinion, investment review/analytics.

https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-bob-chitrathorn-co-founder-of-simplified-wealth-management-3]]>https://api.spreaker.com/episode/56104905Fri, 14 Jul 2023 19:03:55 +0000Mike Saunders, MBASuthipong Robert Chitrathorn (or Bob for short) came from humble beginnings. Born to parents Puttachart and Sakul Chitrathorn, Bob was raised in a mobile home park in Colton, CA. His parents migrated to Michigan from Bangkok, Thailand in 1974, before...
To the Chitrathorns, life in America was a gift and they were proud owners of property in America. They worked hard to put food on the table and to put Bob and his younger sister, Crystal, through school. Bob ate sandwiches with nothing but cheese on them, but he was blessed nonetheless. He learned that perspective made all the difference in life.

In his mother’s words, “Education is money in the bank.” She teaches nurses still to this day, but she and Sakul, a factory worker, sacrificed to make a better life for Bob and Crystal. They paid for both kids to go through private high school and then helped pay for college.

Their dedication and sacrifice didn’t go to waste. Bob received a full-ride scholarship for his first year at La Sierra University, before transferring to Cal State San Bernardino. He received his B.S. in Finance, as well as a B.S. in Real Estate while minoring in business administration. Despite the rigorous course load, Bob graduated magna cum laude and was named part of the Golden Key Honor Society.

In 2004, Bob became a financial advisor, which was an opportunity to make a good living, while helping others make the best decisions for their own financial lives. He had a short stint at H&R Block and also considered real estate, but he found his passion in personal finance. While Bob was attending CSUSB, his parents were working with an agent at New York Life. Bob always sat in on their meetings. He found that by listening to his parents’ goals and conveying the pros and cons of their decisions, they would listen to him more often than their own advisors.

When Bob became an advisor, it was a no-brainer that Puttachart and Sakul would work with their son, who always listened to their needs. With over 12 years of industry experience, he now has hundreds of clients beyond his parents to guide and influence. Bob recently joined newly established Simplified Wealth Management to help grow a new brand and to help shape the next generation of financial advisors.

In 2016, Bob contributed a chapter to best-selling author and esteemed motivational speaker, Brian Tracy’s book. The book, “Success Manifesto: The World’s Leading Entrepreneurs & Professionals Reveal Their Secrets to Mastering Health, Wealth & Lifestyle,” was an opportunity for Bob to share his love for planning and for his clients.

He holds the Series 6, Series 7, and Series 63 registrations with LPL Financial, and Series 65 registration with Strategic Wealth Advisors Group, LLC, and life, health, and long-term care insurance licenses. Bob has been married to the love of his life, Brittany, for five years. They live in their Riverside, CA home with their rescue dog, Mazy, a pool, putting green, and a Pittsburgh Steelers-themed bar that’s perfect for Sunday Night Football.

If you’re looking for Bob at 6:30 or 7 pm on a weeknight, more often than not, he’s prepping for a case or making phone calls still. His parents’ work habits weren’t lost on him and he’s usually the one at the end of the night setting the alarm and turning off the lights.



Complimentary Power of Attorney
Help with business valuation
Complimentary Second Opinion, investment review/analytics.

fullhttps://www.spreaker.com/episode/interview-with-kerry-morris-cfp-founder-of-honorshield-discussing-the-national-aging-crisis--56079273
Kerry Morris has been serving families for the past twenty-five years as a financial planner and advisor. He has recently launched HonorShield, LLC., as a way to challenge the current thinking and behavior of consumers and financial advisors preparing for the potential high cost of aging.

He has spent several of his twenty-five-year career advising hundreds of families experiencing the nightmare of paying for care. The question, always, was “how to make the money last”?

Morris has watched too many families, too many men and women not be fully prepared for retirement. The financial industry has put this cost-of-care issue on total “ignore” mode, often shoving it onto a small-but valiant band of “insurance specialist” around the country. Only about 1 in 100 Americans embrace this model. That is a problem for American families and our country.

Morris found a better way, a win-win solution that more American’s could feel good about embracing. It’s a whole new way to approach and solve this problem: the LCAP—the Longevity Care Allocation Plan. Every person, every family deserves to know how an LCAP works. Kerry Morris has made it his life’s goal to ensure that those he helps can hold their head high and know that no matter what curve balls retirement throws at them, they will be prepared.

“One of the most important things I’ve learned in my 25 years in the business is that a great life is supported by three areas, Health, Relationships, and Money. My job is to make sure that a family’s money is working effectively to accomplish that job.”

Learn More: http://www.honorshield.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-kerry-morris-cfp-founder-of-honorshield-discussing-the-national-aging-crisis]]>https://api.spreaker.com/episode/56079273Thu, 13 Jul 2023 02:02:03 +0000Mike Saunders, MBAKerry Morris, Author of When Retirement Goes Bad, Life Sucks, Certified Financial Educator, and CERTIFIED FINANCIAL PLANNER™ professional. Kerry Morris has been serving families for the past twenty-five years as a financial planner and advisor. He...
Kerry Morris has been serving families for the past twenty-five years as a financial planner and advisor. He has recently launched HonorShield, LLC., as a way to challenge the current thinking and behavior of consumers and financial advisors preparing for the potential high cost of aging.

He has spent several of his twenty-five-year career advising hundreds of families experiencing the nightmare of paying for care. The question, always, was “how to make the money last”?

Morris has watched too many families, too many men and women not be fully prepared for retirement. The financial industry has put this cost-of-care issue on total “ignore” mode, often shoving it onto a small-but valiant band of “insurance specialist” around the country. Only about 1 in 100 Americans embrace this model. That is a problem for American families and our country.

Morris found a better way, a win-win solution that more American’s could feel good about embracing. It’s a whole new way to approach and solve this problem: the LCAP—the Longevity Care Allocation Plan. Every person, every family deserves to know how an LCAP works. Kerry Morris has made it his life’s goal to ensure that those he helps can hold their head high and know that no matter what curve balls retirement throws at them, they will be prepared.

“One of the most important things I’ve learned in my 25 years in the business is that a great life is supported by three areas, Health, Relationships, and Money. My job is to make sure that a family’s money is working effectively to accomplish that job.”

Learn More: http://www.honorshield.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-kerry-morris-cfp-founder-of-honorshield-discussing-the-national-aging-crisis]]>895influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-tim-dern-retirement-income-certified-professional-and-managing-partner-with-mana-financial-group-discussing-taxes-in-retir--56071980
As an RICP (Retirement Income Certified Professional), he is uniquely skilled in creating customized plans that maximize your income during retirement. His impressive portfolio includes AUM, Fixed Index Annuities, IUL, Medicare Supplements, Advantage & Drug Plans, and more.

But what truly sets him apart is his dedication to education. As an NSSA (National Social Security Advisor), he offers educational seminars on social security, Medicare, proper asset allocation, Roth conversion, and tax-saving strategies. And for those unable to attend in person, he hosts online webinars nationally – using Facebook ads to reach a wider audience.

With his unparalleled knowledge and commitment to your financial success, he is ready to help you plan for a secure future. Contact us today to schedule a consultation and experience the difference for yourself.

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

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-tim-dern-retirement-income-certified-professional-and-managing-partner-with-mana-financial-group-discussing-taxes-in-retirement]]>https://api.spreaker.com/episode/56071980Wed, 12 Jul 2023 15:13:42 +0000Mike Saunders, MBAWith decades of experience in the industry as a 65 securities licensed professional, he brings a wealth of expertise to his clients. Unlike traditional broker-dealer models, his fee-based approach puts you first. He leads a private wealth team,...
As an RICP (Retirement Income Certified Professional), he is uniquely skilled in creating customized plans that maximize your income during retirement. His impressive portfolio includes AUM, Fixed Index Annuities, IUL, Medicare Supplements, Advantage & Drug Plans, and more.

But what truly sets him apart is his dedication to education. As an NSSA (National Social Security Advisor), he offers educational seminars on social security, Medicare, proper asset allocation, Roth conversion, and tax-saving strategies. And for those unable to attend in person, he hosts online webinars nationally – using Facebook ads to reach a wider audience.

With his unparalleled knowledge and commitment to your financial success, he is ready to help you plan for a secure future. Contact us today to schedule a consultation and experience the difference for yourself.

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

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-tim-dern-retirement-income-certified-professional-and-managing-partner-with-mana-financial-group-discussing-taxes-in-retirement]]>1558influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-erin-botsford-cfp-creator-of-the-elite-advisor-success-system-discussing-the-proper-order-of-business-building--56067641
Today, she delivers value to advisors and firms all over the country, speaking and teaching advisors how to quickly grow their businesses exponentially.

She helps advisors understand and implement growth strategies, no matter where they are in their business journey. Erin believes in the power of modeling and allows advisors to simply copy her success blueprint.

Erin is also the author of two books: “Seven Figure Firm – How to Build A Financial Services Business that Grows Itself” and “The Big Retirement Risk: Running out of Money Before You Run out of Time;” and the founder of the Elite Advisor Success System™.

With over 30 years of field experience and an authentic personal story, she can relate to advisors at all levels. An international speaker, Erin shares her 30 years of wisdom at industry conferences worldwide.

Learn More: https://erinbotsford.com/
Read the featured article in Financial Advisor Magazine: https://www.fa-mag.com/news/advisors-are-getting-results-from-this-training-program-72959.html



Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-erin-botsford-cfp-creator-of-the-elite-advisor-success-system-discussing-the-proper-order-of-business-building]]>https://api.spreaker.com/episode/56067641Wed, 12 Jul 2023 03:09:48 +0000Mike Saunders, MBAHaving spent 31 years in the financial services business and achieving at the highest levels (Barron’s Top 100 in all categories: Independent, Advisor and Women), Erin sold her business in 2017 in a successful exit – a step most advisors would like to...
Today, she delivers value to advisors and firms all over the country, speaking and teaching advisors how to quickly grow their businesses exponentially.

She helps advisors understand and implement growth strategies, no matter where they are in their business journey. Erin believes in the power of modeling and allows advisors to simply copy her success blueprint.

Erin is also the author of two books: “Seven Figure Firm – How to Build A Financial Services Business that Grows Itself” and “The Big Retirement Risk: Running out of Money Before You Run out of Time;” and the founder of the Elite Advisor Success System™.

With over 30 years of field experience and an authentic personal story, she can relate to advisors at all levels. An international speaker, Erin shares her 30 years of wisdom at industry conferences worldwide.

Learn More: https://erinbotsford.com/
Read the featured article in Financial Advisor Magazine: https://www.fa-mag.com/news/advisors-are-getting-results-from-this-training-program-72959.html



Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-erin-botsford-cfp-creator-of-the-elite-advisor-success-system-discussing-the-proper-order-of-business-building]]>1653influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-kerry-morris-cfp-founder-of-honorshield-discussing-care-for-spouses-aging-parents--56042314
Kerry Morris has been serving families for the past twenty-five years as a financial planner and advisor. He has recently launched HonorShield, LLC., as a way to challenge the current thinking and behavior of consumers and financial advisors preparing for the potentially high cost of aging.

He has spent several of his twenty-five-year career advising hundreds of families experiencing the nightmare of paying for care. The question, always, was “How to make the money last”?

Morris has watched too many families, too many men and women not be fully prepared for retirement. The financial industry has put this cost-of-care issue on total “ignore” mode, often shoving it onto a small-but valiant band of “insurance specialists” around the country. Only about 1 in 100 Americans embrace this model. That is a problem for American families and our country.

Morris found a better way, a win-win solution that more Americans could feel good about embracing. It’s a whole new way to approach and solve this problem: the LCAP—the Longevity Care Allocation Plan. Every person, every family deserves to know how an LCAP works. Kerry Morris has made it his life’s goal to ensure that those he helps can hold their head high and know that no matter what curve balls retirement throws at them, they will be prepared.

“One of the most important things I’ve learned in my 25 years in the business is that a great life is supported by three areas, Health, Relationships, and Money. My job is to make sure that a family’s money is working effectively to accomplish that job.”

Learn More: http://www.honorshield.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-kerry-morris-cfp-founder-of-honorshield-discussing-care-for-spouses-aging-parents]]>https://api.spreaker.com/episode/56042314Sun, 09 Jul 2023 18:23:54 +0000Mike Saunders, MBAKerry Morris, Author of When Retirement Goes Bad, Life Sucks, Certified Financial Educator, and CERTIFIED FINANCIAL PLANNER™ professional. Kerry Morris has been serving families for the past twenty-five years as a financial planner and advisor. He...
Kerry Morris has been serving families for the past twenty-five years as a financial planner and advisor. He has recently launched HonorShield, LLC., as a way to challenge the current thinking and behavior of consumers and financial advisors preparing for the potentially high cost of aging.

He has spent several of his twenty-five-year career advising hundreds of families experiencing the nightmare of paying for care. The question, always, was “How to make the money last”?

Morris has watched too many families, too many men and women not be fully prepared for retirement. The financial industry has put this cost-of-care issue on total “ignore” mode, often shoving it onto a small-but valiant band of “insurance specialists” around the country. Only about 1 in 100 Americans embrace this model. That is a problem for American families and our country.

Morris found a better way, a win-win solution that more Americans could feel good about embracing. It’s a whole new way to approach and solve this problem: the LCAP—the Longevity Care Allocation Plan. Every person, every family deserves to know how an LCAP works. Kerry Morris has made it his life’s goal to ensure that those he helps can hold their head high and know that no matter what curve balls retirement throws at them, they will be prepared.

“One of the most important things I’ve learned in my 25 years in the business is that a great life is supported by three areas, Health, Relationships, and Money. My job is to make sure that a family’s money is working effectively to accomplish that job.”

Learn More: http://www.honorshield.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-kerry-morris-cfp-founder-of-honorshield-discussing-care-for-spouses-aging-parents]]>1782influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-erin-botsford-cfp-creator-of-the-elite-advisor-success-system-discussing-the-secret-to-closing--56042266
Today, she delivers value to advisors and firms all over the country, speaking and teaching advisors how to quickly grow their businesses exponentially.

She helps advisors understand and implement growth strategies, no matter where they are in their business journey. Erin believes in the power of modeling and allows advisors to simply copy her success blueprint.

Erin is also the author of two books: “Seven Figure Firm – How to Build A Financial Services Business That Grows Itself” and “The Big Retirement Risk: Running out of Money Before You Run out of Time;” and the founder of the Elite Advisor Success System™.

With over 30 years of field experience and an authentic personal story, she can relate to advisors at all levels. An international speaker, Erin shares her 30 years of wisdom at industry conferences worldwide.

Learn More: https://erinbotsford.com/

Read the featured article in Financial Advisor Magazine: https://www.fa-mag.com/news/advisors-are-getting-results-from-this-training-program-72959.html

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-erin-botsford-cfp-creator-of-the-elite-advisor-success-system-discussing-the-secret-to-closing]]>https://api.spreaker.com/episode/56042266Sun, 09 Jul 2023 18:12:17 +0000Mike Saunders, MBAHaving spent 31 years in the financial services business and achieving at the highest levels (Barron’s Top 100 in all categories: Independent, Advisor, and Women), Erin sold her business in 2017 in a successful exit – a step most advisors would like...
Today, she delivers value to advisors and firms all over the country, speaking and teaching advisors how to quickly grow their businesses exponentially.

She helps advisors understand and implement growth strategies, no matter where they are in their business journey. Erin believes in the power of modeling and allows advisors to simply copy her success blueprint.

Erin is also the author of two books: “Seven Figure Firm – How to Build A Financial Services Business That Grows Itself” and “The Big Retirement Risk: Running out of Money Before You Run out of Time;” and the founder of the Elite Advisor Success System™.

With over 30 years of field experience and an authentic personal story, she can relate to advisors at all levels. An international speaker, Erin shares her 30 years of wisdom at industry conferences worldwide.

Learn More: https://erinbotsford.com/

Read the featured article in Financial Advisor Magazine: https://www.fa-mag.com/news/advisors-are-getting-results-from-this-training-program-72959.html

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-erin-botsford-cfp-creator-of-the-elite-advisor-success-system-discussing-the-secret-to-closing]]>1317influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-tim-dern-retirement-income-certified-professional-and-managing-partner-with-mana-financial-group-discussing-asset-allocat--56028096
As an RICP (Retirement Income Certified Professional), he is uniquely skilled in creating customized plans that maximize your income during retirement. His impressive portfolio includes AUM, Fixed Index Annuities, IUL, Medicare Supplements, Advantage & Drug Plans, and more.

But what truly sets him apart is his dedication to education. As an NSSA (National Social Security Advisor), he offers educational seminars on social security, Medicare, proper asset allocation, Roth conversion, and tax-saving strategies. And for those unable to attend in person, he hosts online webinars nationally – using Facebook ads to reach a wider audience.

With unparalleled knowledge and commitment to your financial success, he is ready to help you plan for a secure future. Contact us today to schedule a consultation and experience the difference for yourself.

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

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-tim-dern-retirement-income-certified-professional-and-managing-partner-with-mana-financial-group-discussing-asset-allocation]]>https://api.spreaker.com/episode/56028096Fri, 07 Jul 2023 15:35:47 +0000Mike Saunders, MBAWith decades of experience in the industry as a 65 securities licensed professional, he brings a wealth of expertise to his clients. Unlike traditional broker-dealer models, his fee-based approach puts you first. He leads a private wealth team,...
As an RICP (Retirement Income Certified Professional), he is uniquely skilled in creating customized plans that maximize your income during retirement. His impressive portfolio includes AUM, Fixed Index Annuities, IUL, Medicare Supplements, Advantage & Drug Plans, and more.

But what truly sets him apart is his dedication to education. As an NSSA (National Social Security Advisor), he offers educational seminars on social security, Medicare, proper asset allocation, Roth conversion, and tax-saving strategies. And for those unable to attend in person, he hosts online webinars nationally – using Facebook ads to reach a wider audience.

With unparalleled knowledge and commitment to your financial success, he is ready to help you plan for a secure future. Contact us today to schedule a consultation and experience the difference for yourself.

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

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-tim-dern-retirement-income-certified-professional-and-managing-partner-with-mana-financial-group-discussing-asset-allocation]]>1637influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-miriam-divinsky-ph-d-author-of-playing-the-game-of-life-and-business-to-win-the-search-for-truth-and-enlightenment--55525691
She helps her clients to synchronize their business, “Outer Game of Success,” with their “Inner Game of Success,” with who they really are.

The synchronization of these two games of life allows her clients to live their professional lives with success and fulfillment and their personal lives with fulfillment and joy.

Miriam Divinsky has been featured in “Who’s Who National Registry” and “Who’s Who in American Women.”
She is listed in “America’s Best Therapists.”

Connect with Dr. Miriam Divinsky – https://miriam360.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-miriam-divinsky-ph-d-author-of-playing-the-game-of-life-and-business-to-win-the-search-for-truth-and-enlightenment]]>https://api.spreaker.com/episode/55525691Thu, 29 Jun 2023 16:13:02 +0000Mike Saunders, MBAMiriam is a business and personal coach who helps her clients synchronize their inner and outer lives. She helps her clients to synchronize their business, “Outer Game of Success,” with their “Inner Game of Success,” with who they really are. The...
She helps her clients to synchronize their business, “Outer Game of Success,” with their “Inner Game of Success,” with who they really are.

The synchronization of these two games of life allows her clients to live their professional lives with success and fulfillment and their personal lives with fulfillment and joy.

Miriam Divinsky has been featured in “Who’s Who National Registry” and “Who’s Who in American Women.”
She is listed in “America’s Best Therapists.”

Connect with Dr. Miriam Divinsky – https://miriam360.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-miriam-divinsky-ph-d-author-of-playing-the-game-of-life-and-business-to-win-the-search-for-truth-and-enlightenment]]>1661influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-linda-jensen-principal-and-owner-of-heart-financial-group-discussing-how-taxes-impact-retirement--55525606
Since starting her own firm in 1997, Linda has enjoyed working with individuals and business owners helping them achieve their financial dreams and goals. She is an expert in all aspects of retirement planning.

Linda has lectured widely on financial topics to both the general public and business professionals. She is passionate about helping business owners leverage corporate cash to create benefits for the owner(s), and key employee(s) and to identify estate-planning solutions.

Linda calls the Pacific Northwest home. She married her college sweetheart. She and her husband Brad have two children and five grandchildren. Linda loves learning, reading, hiking, sewing, and cooking.

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





Investment advisory services are offered through WealthWatch Advisors, an SEC registered investment advisor. Wealth Watch Advisors and Heart Financial Group are independent of one another. Please note that registration with the SEC does not guarantee the success of investment advice.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-linda-jensen-principal-and-owner-of-heart-financial-group-discussing-how-taxes-impact-retirement]]>https://api.spreaker.com/episode/55525606Thu, 29 Jun 2023 16:04:47 +0000Mike Saunders, MBALinda has been self-employed for her entire life. A successful financial advisor since 1994, she has enjoyed all aspects of entrepreneurship, especially problem-solving, sizing up dilemmas, and working through complexities with creative solutions. She...
Since starting her own firm in 1997, Linda has enjoyed working with individuals and business owners helping them achieve their financial dreams and goals. She is an expert in all aspects of retirement planning.

Linda has lectured widely on financial topics to both the general public and business professionals. She is passionate about helping business owners leverage corporate cash to create benefits for the owner(s), and key employee(s) and to identify estate-planning solutions.

Linda calls the Pacific Northwest home. She married her college sweetheart. She and her husband Brad have two children and five grandchildren. Linda loves learning, reading, hiking, sewing, and cooking.

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





Investment advisory services are offered through WealthWatch Advisors, an SEC registered investment advisor. Wealth Watch Advisors and Heart Financial Group are independent of one another. Please note that registration with the SEC does not guarantee the success of investment advice.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-linda-jensen-principal-and-owner-of-heart-financial-group-discussing-how-taxes-impact-retirement]]>1149influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-dr-lonnie-herman-creator-of-the-rapid-health-restoration-system-discussing-quantum-energized-medicine--55525355
My passion and life mission is restoring hope to people who were told there was no hope. I fulfill this passion by using a very precise, scientifically based method to uncover the root cause of any disease, and rapidly eradicate that cause through personalized protocols that are uniquely designed for every person.

So far, thousands of my patients suffering from debilitating and chronic illnesses have fully recovered their optimal health. Their success is the reason I am so completely invested in the cause I embarked on 12 years ago.

My scientific pursuits and vast postgraduate studies included a deep dive into neurodegenerative and autoimmune diseases, as well as diseases that seem to have genetic origins.

These diseases are destroying the lives of millions of people every year. Diseases such as Lupus, Parkinson’s Disease, or Multiple Sclerosis, condemn people to a life of progressive degeneration, loss of neuromuscular control, and eventually death.

While other diseases like Fibromyalgia, Lyme Disease, painful nerve disorders like neuropathy, debilitating migraines, endometriosis, and low energy conditions like chronic fatigue syndrome rob people of the good quality of life that they deserve.

When these people come to see me, they have typically exhausted all the available medical avenues and spent a fortune in an attempt to get relief.

My method has successfully helped these kinds of people, from young children to the elderly, to fully restore their optimal health.

They are now enjoying a full life again.

Learn more: https://drlonnieherman.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-dr-lonnie-herman-creator-of-the-rapid-health-restoration-system-discussing-quantum-energized-medicine]]>https://api.spreaker.com/episode/55525355Thu, 29 Jun 2023 15:56:30 +0000Mike Saunders, MBADr. Herman has helped countless people, restore their optimal health, who have suffered from terrible chronic diseases. My passion and life mission is restoring hope to people who were told there was no hope. I fulfill this passion by using a very...
My passion and life mission is restoring hope to people who were told there was no hope. I fulfill this passion by using a very precise, scientifically based method to uncover the root cause of any disease, and rapidly eradicate that cause through personalized protocols that are uniquely designed for every person.

So far, thousands of my patients suffering from debilitating and chronic illnesses have fully recovered their optimal health. Their success is the reason I am so completely invested in the cause I embarked on 12 years ago.

My scientific pursuits and vast postgraduate studies included a deep dive into neurodegenerative and autoimmune diseases, as well as diseases that seem to have genetic origins.

These diseases are destroying the lives of millions of people every year. Diseases such as Lupus, Parkinson’s Disease, or Multiple Sclerosis, condemn people to a life of progressive degeneration, loss of neuromuscular control, and eventually death.

While other diseases like Fibromyalgia, Lyme Disease, painful nerve disorders like neuropathy, debilitating migraines, endometriosis, and low energy conditions like chronic fatigue syndrome rob people of the good quality of life that they deserve.

When these people come to see me, they have typically exhausted all the available medical avenues and spent a fortune in an attempt to get relief.

My method has successfully helped these kinds of people, from young children to the elderly, to fully restore their optimal health.

They are now enjoying a full life again.

Learn more: https://drlonnieherman.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-dr-lonnie-herman-creator-of-the-rapid-health-restoration-system-discussing-quantum-energized-medicine]]>1604influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-dr-lonnie-herman-creator-of-the-rapid-health-restoration-system-discussing-what-causes-chronic-diseases--55280057
My passion and life mission is restoring hope to people who were told there was no hope. I fulfill this passion by using a very precise, scientifically based method to uncover the root cause of any disease, and rapidly eradicate that cause through personalized protocols that are uniquely designed for every person.

So far, thousands of my patients suffering from debilitating and chronic illnesses have fully recovered their optimal health. Their success is the reason I am so completely invested in the cause I embarked on 12 years ago.

My scientific pursuits and vast postgraduate studies included a deep dive into neurodegenerative and autoimmune diseases, as well as diseases that seem to have genetic origins.

These diseases are destroying lives of millions of people every year. Diseases such as Lupus, Parkinson’s Disease, or Multiple Sclerosis, condemn people to a life of progressive degeneration, loss of neuromuscular control, and eventually death.

While other diseases like Fibromyalgia, Lyme Disease, painful nerve disorders like neuropathy, debilitating migraines, endometriosis, and low energy conditions like chronic fatigue syndrome rob people of the good quality of life that they deserve.

When these people come to see me, they have typically exhausted all the available medical avenues, and spent a fortune in an attempt to get a relief.

My method has successfully helped these kinds of people, from young children to the elderly, to fully restore their optimal health.

They are now enjoying a full life again.

Learn more: https://drlonnieherman.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-dr-lonnie-herman-creator-of-the-rapid-health-restoration-system-discussing-what-causes-chronic-diseases]]>https://api.spreaker.com/episode/55280057Tue, 27 Jun 2023 14:41:08 +0000Mike Saunders, MBADr. Herman has helped countless people, restore their optimal health, who have suffered from terrible chronic disease. My passion and life mission is restoring hope to people who were told there was no hope. I fulfill this passion by using a very...
My passion and life mission is restoring hope to people who were told there was no hope. I fulfill this passion by using a very precise, scientifically based method to uncover the root cause of any disease, and rapidly eradicate that cause through personalized protocols that are uniquely designed for every person.

So far, thousands of my patients suffering from debilitating and chronic illnesses have fully recovered their optimal health. Their success is the reason I am so completely invested in the cause I embarked on 12 years ago.

My scientific pursuits and vast postgraduate studies included a deep dive into neurodegenerative and autoimmune diseases, as well as diseases that seem to have genetic origins.

These diseases are destroying lives of millions of people every year. Diseases such as Lupus, Parkinson’s Disease, or Multiple Sclerosis, condemn people to a life of progressive degeneration, loss of neuromuscular control, and eventually death.

While other diseases like Fibromyalgia, Lyme Disease, painful nerve disorders like neuropathy, debilitating migraines, endometriosis, and low energy conditions like chronic fatigue syndrome rob people of the good quality of life that they deserve.

When these people come to see me, they have typically exhausted all the available medical avenues, and spent a fortune in an attempt to get a relief.

My method has successfully helped these kinds of people, from young children to the elderly, to fully restore their optimal health.

They are now enjoying a full life again.

Learn more: https://drlonnieherman.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-dr-lonnie-herman-creator-of-the-rapid-health-restoration-system-discussing-what-causes-chronic-diseases]]>1380influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-ashley-cline-digital-marketing-consultant-vice-president-co-founder-of-ice-cream-social--55012800
She is also the EVP of Client Strategy at TicketSocket and Vice President and Co-Founder of Ice Cream Social.

Learn more: https://icecreamsocial.io/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-ashley-cline-digital-marketing-consultant-vice-president-co-founder-of-ice-cream-social]]>https://api.spreaker.com/episode/55012800Sun, 25 Jun 2023 16:34:50 +0000Mike Saunders, MBAAshley Cline is a Digital Marketing Consultant and Freelancing Expert. With more than 15 years of experience in the digital marketing space, she specializes in building strategic marketing plans, mapping strategy execution, and collaborating to...
She is also the EVP of Client Strategy at TicketSocket and Vice President and Co-Founder of Ice Cream Social.

Learn more: https://icecreamsocial.io/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-ashley-cline-digital-marketing-consultant-vice-president-co-founder-of-ice-cream-social]]>954influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-elliot-kallen-president-of-prosperity-financial-group--55012408
Elliot holds a BA degree in both Accounting and Economics from Rutgers University in New Jersey and has served on various Boards, as an active member and/or President, including The Boys and Girls Clubs of the Diablo Valley, the American Cancer Society of Contra Costa County & Congregation B’nai Shalom, where he has been actively involved in raising millions of dollars for these organizations. As President of Prosperity Financial Group, he has led his organization to be actively involved with many charities as this has been a lifelong theme.

Elliot is also President of A Brighter Day Charity, the 501c(3) he began following the suicide of his youngest son, Jake, in 2015. This charity unites stress and depression resources with teens and their parents with the goal of stopping teen suicide. The resources of A Brighter Day have touched thousands of families and are having a major impact on the lives of our teens.

Learn more:

https://prosperityfinancialgroup.com/ and https://abrighterday.info/



Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-elliot-kallen-president-of-prosperity-financial-group]]>https://api.spreaker.com/episode/55012408Sun, 25 Jun 2023 16:25:41 +0000Mike Saunders, MBAElliot H. Kallen is a leader who brings over 30 years of passion and robust entrepreneurial business ownership experience to his elite Financial Planning & Advising practice. He has built international organizations, been the CEO of two other...
Elliot holds a BA degree in both Accounting and Economics from Rutgers University in New Jersey and has served on various Boards, as an active member and/or President, including The Boys and Girls Clubs of the Diablo Valley, the American Cancer Society of Contra Costa County & Congregation B’nai Shalom, where he has been actively involved in raising millions of dollars for these organizations. As President of Prosperity Financial Group, he has led his organization to be actively involved with many charities as this has been a lifelong theme.

Elliot is also President of A Brighter Day Charity, the 501c(3) he began following the suicide of his youngest son, Jake, in 2015. This charity unites stress and depression resources with teens and their parents with the goal of stopping teen suicide. The resources of A Brighter Day have touched thousands of families and are having a major impact on the lives of our teens.

Learn more:

https://prosperityfinancialgroup.com/ and https://abrighterday.info/



Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-elliot-kallen-president-of-prosperity-financial-group]]>944influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-dr-lonnie-herman-creator-of-the-rapid-health-restoration-system-discussing-water-memory--54839691
My passion and life mission is restoring hope to people who were told there was no hope. I fulfill this passion by using a very precise, scientifically based method to uncover the root cause of any disease, and rapidly eradicate that cause through personalized protocols that are uniquely designed for every person.

So far, thousands of my patients suffering from debilitating and chronic illnesses have fully recovered their optimal health. Their success is the reason I am so completely invested in the cause I embarked on 12 years ago.

My scientific pursuits and vast postgraduate studies included a deep dive into neurodegenerative and autoimmune diseases, as well as diseases that seem to have genetic origins.

These diseases are destroying the lives of millions of people every year. Diseases such as Lupus, Parkinson’s Disease, or Multiple Sclerosis, condemn people to a life of progressive degeneration, loss of neuromuscular control, and eventually death.

While other diseases like Fibromyalgia, Lyme Disease, painful nerve disorders like neuropathy, debilitating migraines, endometriosis, and low energy conditions like chronic fatigue syndrome rob people of the good quality of life that they deserve.

When these people come to see me, they have typically exhausted all the available medical avenues and spent a fortune in an attempt to get relief.

My method has successfully helped these kinds of people, from young children to the elderly, to fully restore their optimal health.

They are now enjoying a full life again.

Learn more: https://drlonnieherman.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-dr-lonnie-herman-creator-of-the-rapid-health-restoration-system-discussing-water-memory]]>https://api.spreaker.com/episode/54839691Fri, 23 Jun 2023 16:57:52 +0000Mike Saunders, MBADr. Herman has helped countless people, restore their optimal health, who have suffered from terrible chronic diseases. My passion and life mission is restoring hope to people who were told there was no hope. I fulfill this passion by using a very...
My passion and life mission is restoring hope to people who were told there was no hope. I fulfill this passion by using a very precise, scientifically based method to uncover the root cause of any disease, and rapidly eradicate that cause through personalized protocols that are uniquely designed for every person.

So far, thousands of my patients suffering from debilitating and chronic illnesses have fully recovered their optimal health. Their success is the reason I am so completely invested in the cause I embarked on 12 years ago.

My scientific pursuits and vast postgraduate studies included a deep dive into neurodegenerative and autoimmune diseases, as well as diseases that seem to have genetic origins.

These diseases are destroying the lives of millions of people every year. Diseases such as Lupus, Parkinson’s Disease, or Multiple Sclerosis, condemn people to a life of progressive degeneration, loss of neuromuscular control, and eventually death.

While other diseases like Fibromyalgia, Lyme Disease, painful nerve disorders like neuropathy, debilitating migraines, endometriosis, and low energy conditions like chronic fatigue syndrome rob people of the good quality of life that they deserve.

When these people come to see me, they have typically exhausted all the available medical avenues and spent a fortune in an attempt to get relief.

My method has successfully helped these kinds of people, from young children to the elderly, to fully restore their optimal health.

They are now enjoying a full life again.

Learn more: https://drlonnieherman.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-dr-lonnie-herman-creator-of-the-rapid-health-restoration-system-discussing-water-memory]]>1354influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-boo-professional-speaker-and-creator-of-the-evolution-of-thinking--54839353
As a former fighter pilot, Boo has lived at the cutting edge of human and technology integration, where speed, decision-making, and technology merge into one. He has successfully adapted the skills he acquired during his $15 million fighter pilot training program to build three multi-million-dollar businesses, including a humanitarian business with a turnover in excess of $200 million, a record-setting $42 million high-rise hotel, and a digital publishing powerhouse.

Boo’s “Evolution of Thinking”, is a new way for individuals and businesses to feel, think, and do by incorporating “thought loops” to keep pace in an accelerated world. These thought loops connect Purpose to action and action to the goals that are fundamental to success.

He has also developed a simple four-step process called the FEEL-THINK-DO-LOOP, which he uses to equip leaders, teams, and individuals to create a completely unique way of thinking and working together.

Boo’s experience and expertise in inclusive and sustainable organizational performance in the digital age is unparalleled. He has a deep understanding of the human performance strengths and limitations and navigates his audience towards the skills needed to evolve, at a deeply personal level, forever. His authoritative and entertaining speaking style makes him a sought-after speaker at conferences and events worldwide.

Learn more: https://callmeboo.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-boo-professional-speaker-and-creator-of-the-evolution-of-thinking]]>https://api.spreaker.com/episode/54839353Fri, 23 Jun 2023 16:30:23 +0000Mike Saunders, MBAChristian Boucousis, widely known as Boo, is a world-renowned professional speaker with a reputation for delivering life-changing insights. With thousands of 5-star Google reviews, Boo is one of the most impactful speakers on individual and...
As a former fighter pilot, Boo has lived at the cutting edge of human and technology integration, where speed, decision-making, and technology merge into one. He has successfully adapted the skills he acquired during his $15 million fighter pilot training program to build three multi-million-dollar businesses, including a humanitarian business with a turnover in excess of $200 million, a record-setting $42 million high-rise hotel, and a digital publishing powerhouse.

Boo’s “Evolution of Thinking”, is a new way for individuals and businesses to feel, think, and do by incorporating “thought loops” to keep pace in an accelerated world. These thought loops connect Purpose to action and action to the goals that are fundamental to success.

He has also developed a simple four-step process called the FEEL-THINK-DO-LOOP, which he uses to equip leaders, teams, and individuals to create a completely unique way of thinking and working together.

Boo’s experience and expertise in inclusive and sustainable organizational performance in the digital age is unparalleled. He has a deep understanding of the human performance strengths and limitations and navigates his audience towards the skills needed to evolve, at a deeply personal level, forever. His authoritative and entertaining speaking style makes him a sought-after speaker at conferences and events worldwide.

Learn more: https://callmeboo.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-boo-professional-speaker-and-creator-of-the-evolution-of-thinking]]>1217influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-tim-dern-retirement-income-certified-professional-managing-partner-w-mana-financial-group-discussing-social-security--54829328
As an RICP (Retirement Income Certified Professional), he is uniquely skilled in creating customized plans that maximize your income during retirement. His impressive portfolio includes AUM, Fixed Index Annuities, IUL, Medicare Supplements, Advantage & Drug Plans, and more.

But what truly sets him apart is his dedication to education. As an NSSA (National Social Security Advisor), he offers educational seminars on social security, Medicare, proper asset allocation, Roth conversion, and tax-saving strategies. And for those unable to attend in person, he hosts online webinars nationally – using Facebook ads to reach a wider audience.

With his unparalleled knowledge and commitment to your financial success, he is ready to help you plan for a secure future. Contact us today to schedule a consultation and experience the difference for yourself.

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

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-tim-dern-retirement-income-certified-professional-managing-partner-w-mana-financial-group-discussing-social-security]]>https://api.spreaker.com/episode/54829328Thu, 22 Jun 2023 18:38:02 +0000Mike Saunders, MBAWith decades of experience in the industry as a 65 securities licensed professional, he brings a wealth of expertise to his clients. Unlike traditional broker dealer models, his fee-based approach puts you first. He leads a private wealth team,...
As an RICP (Retirement Income Certified Professional), he is uniquely skilled in creating customized plans that maximize your income during retirement. His impressive portfolio includes AUM, Fixed Index Annuities, IUL, Medicare Supplements, Advantage & Drug Plans, and more.

But what truly sets him apart is his dedication to education. As an NSSA (National Social Security Advisor), he offers educational seminars on social security, Medicare, proper asset allocation, Roth conversion, and tax-saving strategies. And for those unable to attend in person, he hosts online webinars nationally – using Facebook ads to reach a wider audience.

With his unparalleled knowledge and commitment to your financial success, he is ready to help you plan for a secure future. Contact us today to schedule a consultation and experience the difference for yourself.

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

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-tim-dern-retirement-income-certified-professional-managing-partner-w-mana-financial-group-discussing-social-security]]>1548influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-erin-botsford-cfp-creator-of-the-advisor-authority-discussing-the-elite-mindset--54828878
Today, she delivers value to advisors and firms all over the country, speaking and teaching advisors how to quickly grow their businesses exponentially.

She helps advisors understand and implement growth strategies, no matter where they are in their business journey. Erin believes in the power of modeling and allows advisors to simply copy her success blueprint.

Erin is also the author of two books: “Seven Figure Firm – How to Build A Financial Services Business That Grows Itself” and “The Big Retirement Risk: Running out of Money Before You Run out of Time;” and the founder of the Elite Advisor Success System™.

With over 30 years of field experience and an authentic personal story, she can relate to advisors at all levels. An international speaker, Erin shares her 30 years of wisdom at industry conferences worldwide.

Learn More: https://erinbotsford.com/

Read the featured article in Financial Advisor Magazine: https://www.fa-mag.com/news/advisors-are-getting-results-from-this-training-program-72959.html

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-erin-botsford-cfp-creator-of-the-advisor-authority-discussing-the-elite-mindset]]>https://api.spreaker.com/episode/54828878Thu, 22 Jun 2023 18:15:31 +0000Mike Saunders, MBAHaving spent 31 years in the financial services business and achieving at the highest levels (Barron’s Top 100 in all categories: Independent, Advisor, and Women), Erin sold her business in 2017 in a successful exit – a step most advisors would like...
Today, she delivers value to advisors and firms all over the country, speaking and teaching advisors how to quickly grow their businesses exponentially.

She helps advisors understand and implement growth strategies, no matter where they are in their business journey. Erin believes in the power of modeling and allows advisors to simply copy her success blueprint.

Erin is also the author of two books: “Seven Figure Firm – How to Build A Financial Services Business That Grows Itself” and “The Big Retirement Risk: Running out of Money Before You Run out of Time;” and the founder of the Elite Advisor Success System™.

With over 30 years of field experience and an authentic personal story, she can relate to advisors at all levels. An international speaker, Erin shares her 30 years of wisdom at industry conferences worldwide.

Learn More: https://erinbotsford.com/

Read the featured article in Financial Advisor Magazine: https://www.fa-mag.com/news/advisors-are-getting-results-from-this-training-program-72959.html

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-erin-botsford-cfp-creator-of-the-advisor-authority-discussing-the-elite-mindset]]>1293influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-brent-hines-co-founder-and-chief-development-officer-of-the-foundation-for-financial-wellness--54561846
In July of 2008, Brent lost everything, and the worst part…it was his fault. His career, his dreams, his identity, and his future disappeared overnight.
Today, Brent is an advocate for the financial industry, financial professionals, and especially the clients they serve, Brent is one of the industry’s most prominent voices in establishing a financial wellness standard, and a high one at that!

Brent’s mission is to re-educate the marketplace on what is and is not Financial Wellness. Brent and his educational non-profit, Foundation for Financial Wellness are driven to improve millions of people’s lives with a values-driven purpose. Brent’s stance is clear: when he says Financial Wellness…he means both words.

Learn more:

https://www.foundationforfinancialwellness.org/ or https://ffwpro.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-brent-hines-co-founder-and-chief-development-officer-of-the-foundation-for-financial-wellness]]>https://api.spreaker.com/episode/54561846Wed, 21 Jun 2023 09:06:42 +0000Mike Saunders, MBAWhat do you do when life’s advantages disappear? Brent Hines knows firsthand the overwhelm and frustration that comes from years of searching for the formula of a high-performing life. In July of 2008, Brent lost everything, and the worst part…it was...
In July of 2008, Brent lost everything, and the worst part…it was his fault. His career, his dreams, his identity, and his future disappeared overnight.
Today, Brent is an advocate for the financial industry, financial professionals, and especially the clients they serve, Brent is one of the industry’s most prominent voices in establishing a financial wellness standard, and a high one at that!

Brent’s mission is to re-educate the marketplace on what is and is not Financial Wellness. Brent and his educational non-profit, Foundation for Financial Wellness are driven to improve millions of people’s lives with a values-driven purpose. Brent’s stance is clear: when he says Financial Wellness…he means both words.

Learn more:

https://www.foundationforfinancialwellness.org/ or https://ffwpro.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-brent-hines-co-founder-and-chief-development-officer-of-the-foundation-for-financial-wellness]]>1493influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-dr-lonnie-herman-creator-of-the-rapid-health-restoration-system--54561815
My passion and life mission is restoring hope to people who were told there was no hope. I fulfill this passion by using a very precise, scientifically based method to uncover the root cause of any disease, and rapidly eradicate that cause through personalized protocols that are uniquely designed for every person.

So far, thousands of my patients suffering from debilitating and chronic illnesses have fully recovered their optimal health. Their success is the reason I am so completely invested in the cause I embarked on 12 years ago.

My scientific pursuits and vast postgraduate studies included a deep dive into neurodegenerative and autoimmune diseases, as well as diseases that seem to have genetic origins.

These diseases are destroying lives of millions of people every year. Diseases such as Lupus, Parkinson’s Disease, or Multiple Sclerosis, condemn people to a life of progressive degeneration, loss of neuromuscular control, and eventually death.

While other diseases like Fibromyalgia, Lyme Disease, painful nerve disorders like neuropathy, debilitating migraines, endometriosis, and low energy conditions like chronic fatigue syndrome rob people of the good quality of life that they deserve.

When these people come to see me, they have typically exhausted all the available medical avenues, and spent a fortune in an attempt to get a relief.

My method has successfully helped these kinds of people, from young children to the elderly, to fully restore their optimal health.

They are now enjoying a full life again.

Learn more: https://drlonnieherman.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-dr-lonnie-herman-creator-of-the-rapid-health-restoration-system]]>https://api.spreaker.com/episode/54561815Wed, 21 Jun 2023 08:56:21 +0000Mike Saunders, MBADr. Herman has helped countless people, restore their optimal health, who have suffered from terrible chronic disease. My passion and life mission is restoring hope to people who were told there was no hope. I fulfill this passion by using a very...
My passion and life mission is restoring hope to people who were told there was no hope. I fulfill this passion by using a very precise, scientifically based method to uncover the root cause of any disease, and rapidly eradicate that cause through personalized protocols that are uniquely designed for every person.

So far, thousands of my patients suffering from debilitating and chronic illnesses have fully recovered their optimal health. Their success is the reason I am so completely invested in the cause I embarked on 12 years ago.

My scientific pursuits and vast postgraduate studies included a deep dive into neurodegenerative and autoimmune diseases, as well as diseases that seem to have genetic origins.

These diseases are destroying lives of millions of people every year. Diseases such as Lupus, Parkinson’s Disease, or Multiple Sclerosis, condemn people to a life of progressive degeneration, loss of neuromuscular control, and eventually death.

While other diseases like Fibromyalgia, Lyme Disease, painful nerve disorders like neuropathy, debilitating migraines, endometriosis, and low energy conditions like chronic fatigue syndrome rob people of the good quality of life that they deserve.

When these people come to see me, they have typically exhausted all the available medical avenues, and spent a fortune in an attempt to get a relief.

My method has successfully helped these kinds of people, from young children to the elderly, to fully restore their optimal health.

They are now enjoying a full life again.

Learn more: https://drlonnieherman.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-dr-lonnie-herman-creator-of-the-rapid-health-restoration-system]]>1484influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-renee-kennedy-president-of-aaa-life-solutions-discussing-a-bold-approach-to-business-planning--54523591
At AAA Life Solutions, we always put clients first, with excellent customer service and up-to-date insurance strategies tailored to their individual needs. We do our due diligence to ensure that we make the right decisions for our clients, knowing that our choices will affect them for a lifetime.

We provide peaceful solutions in uncertain times.

Learn More: https://aaalifesolutions.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-renee-kennedy-president-of-aaa-life-solutions-discussing-a-bold-approach-to-business-planning]]>https://api.spreaker.com/episode/54523591Mon, 19 Jun 2023 16:18:37 +0000Mike Saunders, MBARenée Kennedy brings over 25 years of industry experience to the table. Our priority is always our clients and their financial stability, which is why we listen to their objectives and design innovative, personalized strategies that meet their unique...
At AAA Life Solutions, we always put clients first, with excellent customer service and up-to-date insurance strategies tailored to their individual needs. We do our due diligence to ensure that we make the right decisions for our clients, knowing that our choices will affect them for a lifetime.

We provide peaceful solutions in uncertain times.

Learn More: https://aaalifesolutions.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-renee-kennedy-president-of-aaa-life-solutions-discussing-a-bold-approach-to-business-planning]]>1333influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-renee-kennedy-president-of-aaa-life-solutions-discussing-how-taxes-impact-retirement--54462654
At AAA Life Solutions, we always put clients first, with excellent customer service and up-to-date insurance strategies tailored to their individual needs. We do our due diligence to ensure that we make the right decisions for our clients, knowing that our choices will affect them for a lifetime.

We provide peaceful solutions in uncertain times.

Learn More: https://aaalifesolutions.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-renee-kennedy-president-of-aaa-life-solutions-discussing-how-taxes-impact-retirement]]>https://api.spreaker.com/episode/54462654Fri, 16 Jun 2023 18:04:35 +0000Mike Saunders, MBARenée Kennedy brings over 25 years of industry experience to the table. Our priority is always our clients and their financial stability, which is why we listen to their objectives and design innovative, personalized strategies that meet their unique...
At AAA Life Solutions, we always put clients first, with excellent customer service and up-to-date insurance strategies tailored to their individual needs. We do our due diligence to ensure that we make the right decisions for our clients, knowing that our choices will affect them for a lifetime.

We provide peaceful solutions in uncertain times.

Learn More: https://aaalifesolutions.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-renee-kennedy-president-of-aaa-life-solutions-discussing-how-taxes-impact-retirement]]>1380influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-ft-worth-financial-professional-guy-mccord-mba-discussing-recruiting-retaining-key-employees--54462268Growing up in Plano, Texas, his grandparents were his heroes. One of his grandfathers served in Germany’s US Army and received a Purple Heart. His other grandfather was a West Texas rancher and worked for 40 years as a rural mail carrier. Guy’s grandmothers were steadfast in their faith.

Guy has served in staffing as CMO, logistics, and commercial building maintenance as both a CFO and CEO. He has also served many small businesses in consulting.

Guy is a retired Texas rugby referee and serves Dallas County as Presiding Election Judge. After earning his MBA in 2007, he authored 7 articles. He supports the Monastery of the Infant Jesus of Prague and St. Joseph.
His faith is his foundation, and he lists Jesus, Mary, Joseph, his wife, his son, and his great friends among the most important things in his life.

By structuring client retirement money to minimize taxes, safeguard against market losses and allow for upside gains while allowing for lifetime income.

Learn More: https://guymccord.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-ft-worth-financial-professional-guy-mccord-mba-discussing-recruiting-retaining-key-employees]]>https://api.spreaker.com/episode/54462268Fri, 16 Jun 2023 17:30:30 +0000Mike Saunders, MBAGuy McCord lives in the Dallas/Ft. Worth area with his lovely wife of 30 years, Patricia, and their son, Andrew, who will soon be a senior in high school. Growing up in Plano, Texas, his grandparents were his heroes. One of his grandfathers served in...Growing up in Plano, Texas, his grandparents were his heroes. One of his grandfathers served in Germany’s US Army and received a Purple Heart. His other grandfather was a West Texas rancher and worked for 40 years as a rural mail carrier. Guy’s grandmothers were steadfast in their faith.

Guy has served in staffing as CMO, logistics, and commercial building maintenance as both a CFO and CEO. He has also served many small businesses in consulting.

Guy is a retired Texas rugby referee and serves Dallas County as Presiding Election Judge. After earning his MBA in 2007, he authored 7 articles. He supports the Monastery of the Infant Jesus of Prague and St. Joseph.
His faith is his foundation, and he lists Jesus, Mary, Joseph, his wife, his son, and his great friends among the most important things in his life.

By structuring client retirement money to minimize taxes, safeguard against market losses and allow for upside gains while allowing for lifetime income.

Learn More: https://guymccord.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-ft-worth-financial-professional-guy-mccord-mba-discussing-recruiting-retaining-key-employees]]>1396influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-rick-sechler-cfp-founder-of-usa-retirement-solutions-discussing-managing-healthcare-costs-in-retirement--54462097
Based on over 30 years of experience and the ability to listen for the nuances that make every situation different, he believes in a collaborative process that results in solutions developed by gathering information that integrates personal and financial circumstances and goals. Communication is the most important ingredient to developing a plan that is right for you.

Learn More: https://usaretirementsolutions.info/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-rick-sechler-cfp-founder-of-usa-retirement-solutions-discussing-managing-healthcare-costs-in-retirement]]>https://api.spreaker.com/episode/54462097Fri, 16 Jun 2023 17:16:53 +0000Mike Saunders, MBARick Sechler is a Certified Financial Planner who truly appreciates the opportunity to serve clients planning for and enjoying their retirement. Based on over 30 years of experience and the ability to listen for the nuances that make every situation...
Based on over 30 years of experience and the ability to listen for the nuances that make every situation different, he believes in a collaborative process that results in solutions developed by gathering information that integrates personal and financial circumstances and goals. Communication is the most important ingredient to developing a plan that is right for you.

Learn More: https://usaretirementsolutions.info/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-rick-sechler-cfp-founder-of-usa-retirement-solutions-discussing-managing-healthcare-costs-in-retirement]]>1158influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-renee-kennedy-president-of-aaa-life-solutions-discussing-weathering-the-financial-storms-of-life--54451210
At AAA Life Solutions, we always put clients first, with excellent customer service and up-to-date insurance strategies tailored to their individual needs. We do our due diligence to ensure that we make the right decisions for our clients, knowing that our choices will affect them for a lifetime.

We provide peaceful solutions in uncertain times.

Learn More: https://aaalifesolutions.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-renee-kennedy-president-of-aaa-life-solutions-discussing-weathering-the-financial-storms-of-life]]>https://api.spreaker.com/episode/54451210Thu, 15 Jun 2023 21:14:20 +0000Mike Saunders, MBARenée Kennedy brings over 20 years of industry experience to the table. Our priority is always our clients and their financial stability, which is why we listen to their objectives and design innovative, personalized strategies that meet their unique...
At AAA Life Solutions, we always put clients first, with excellent customer service and up-to-date insurance strategies tailored to their individual needs. We do our due diligence to ensure that we make the right decisions for our clients, knowing that our choices will affect them for a lifetime.

We provide peaceful solutions in uncertain times.

Learn More: https://aaalifesolutions.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-renee-kennedy-president-of-aaa-life-solutions-discussing-weathering-the-financial-storms-of-life]]>1271influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-ft-worth-financial-professional-guy-mccord-mba-discussing-the-myths-of-life-insurance--54451164
Growing up in Plano, Texas, his grandparents were his heroes. One of his grandfathers served in Germany US Army and received a Purple Heart. His other grandfather was a West Texas rancher and worked for 40 years as a rural mail carrier. Guy’s grandmothers were steadfast in their faith.

Guy has served in staffing as CMO, logistics and commercial building maintenance as both a CFO and CEO. He has also served many small businesses in consulting.

Guy is a retired Texas rugby referee and serves Dallas County as Presiding Election Judge. After earning his MBA in 2007, he authored 7 articles. He supports the Monastery of the infant Jesus of Prague and St. Joseph.

His faith is his foundation, and he lists Jesus, Mary, Joseph, his wife, his son, and his great friends among the most important things in his life.

By structuring client retirement money to minimize taxes, safeguard against market losses and allow for upside gains while allowing for lifetime income.

Learn More:

https://guymccord.com/

https://www.guymccord360.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-ft-worth-financial-professional-guy-mccord-mba-discussing-the-myths-of-life-insurance]]>https://api.spreaker.com/episode/54451164Thu, 15 Jun 2023 21:05:24 +0000Mike Saunders, MBAGuy McCord lives in the Dallas/Ft. Worth area with his lovely wife of 30 years, Patricia, and their son, Andrew, who will soon be a senior in high school. Growing up in Plano, Texas, his grandparents were his heroes. One of his grandfathers served in...
Growing up in Plano, Texas, his grandparents were his heroes. One of his grandfathers served in Germany US Army and received a Purple Heart. His other grandfather was a West Texas rancher and worked for 40 years as a rural mail carrier. Guy’s grandmothers were steadfast in their faith.

Guy has served in staffing as CMO, logistics and commercial building maintenance as both a CFO and CEO. He has also served many small businesses in consulting.

Guy is a retired Texas rugby referee and serves Dallas County as Presiding Election Judge. After earning his MBA in 2007, he authored 7 articles. He supports the Monastery of the infant Jesus of Prague and St. Joseph.

His faith is his foundation, and he lists Jesus, Mary, Joseph, his wife, his son, and his great friends among the most important things in his life.

By structuring client retirement money to minimize taxes, safeguard against market losses and allow for upside gains while allowing for lifetime income.

Learn More:

https://guymccord.com/

https://www.guymccord360.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-ft-worth-financial-professional-guy-mccord-mba-discussing-the-myths-of-life-insurance]]>1230influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-dr-jill-kushner-bishop-founder-of-multilingual-connections--54451060
In 2005, she launched Multilingual Connections to help organizations understand, engage, and grow their multilingual audiences. Their customized services include translation, transcription, multimedia localization, and bilingual research support services. When she’s not working, Jill is spending time with her husband and teen son, renovating houses, and trying to make her garden grow.

Learn more: https://multilingualconnections.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-dr-jill-kushner-bishop-founder-of-multilingual-connections]]>https://api.spreaker.com/episode/54451060Thu, 15 Jun 2023 20:49:58 +0000Mike Saunders, MBANo matter where in the world Jill is or what she’s doing – she’s always focusing on creating connections across languages and cultures. After studying and teaching internationally, Jill brought her PhD in Linguistic Anthropology to the corporate...
In 2005, she launched Multilingual Connections to help organizations understand, engage, and grow their multilingual audiences. Their customized services include translation, transcription, multimedia localization, and bilingual research support services. When she’s not working, Jill is spending time with her husband and teen son, renovating houses, and trying to make her garden grow.

Learn more: https://multilingualconnections.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-dr-jill-kushner-bishop-founder-of-multilingual-connections]]>1030influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-fernando-angelucci-ceo-of-self-storage-syndicated-equities--54383147https://businessinnovatorsradio.com/interview-with-fernando-angelucci-ceo-of-self-storage-syndicated-equitiesBy the age of 30, Fernando Angelucci has built a portfolio of over $200,000,000 in self-storage assets across the country within the last 4 years. Fernando diversified his investments between purchasing existing cash-flowing assets, building ground-up, class A, REIT-grade facilities, and utilizing adaptive reuse conversions of big box retail stores into premium self-storage. In addition to his own acquisitions, Fernando provides other self-storage investors access to off-market facilities at drastic discounts, capital for strategic partnerships, and opportunities for passive investors to participate in self-storage syndications.

Learn more: https://ssse.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-fernando-angelucci-ceo-of-self-storage-syndicated-equities]]>https://api.spreaker.com/episode/54383147Wed, 14 Jun 2023 11:23:46 +0000Mike Saunders, MBAhttps://businessinnovatorsradio.com/interview-with-fernando-angelucci-ceo-of-self-storage-syndicated-equitiesBy the age of 30, Fernando Angelucci has built a portfolio of over $200,000,000 in self-storage assets across the country within the last 4...https://businessinnovatorsradio.com/interview-with-fernando-angelucci-ceo-of-self-storage-syndicated-equitiesBy the age of 30, Fernando Angelucci has built a portfolio of over $200,000,000 in self-storage assets across the country within the last 4 years. Fernando diversified his investments between purchasing existing cash-flowing assets, building ground-up, class A, REIT-grade facilities, and utilizing adaptive reuse conversions of big box retail stores into premium self-storage. In addition to his own acquisitions, Fernando provides other self-storage investors access to off-market facilities at drastic discounts, capital for strategic partnerships, and opportunities for passive investors to participate in self-storage syndications.

Learn more: https://ssse.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-fernando-angelucci-ceo-of-self-storage-syndicated-equities]]>1380influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-linda-jensen-principal-and-owner-of-heart-financial-group-discussing-the-risks-of-retirement--54162069
Since starting her own firm in 1997, Linda has enjoyed working with individuals and business owners helping them achieve their financial dreams and goals. She is an expert in all aspects of retirement planning.

Linda has lectured widely on financial topics to both the general public and business professionals. She is passionate about helping business owners leverage corporate cash to create benefits for the owner(s), and key employee(s) and to identify estate-planning solutions.

Linda calls the Pacific Northwest home. She married her college sweetheart. She and her husband Brad have two children and five grandchildren. Linda loves learning, reading, hiking, sewing, and cooking.

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



Investment advisory services are offered through WealthWatch Advisors, an SEC-registered investment advisor. Wealth Watch Advisors and Heart Financial Group are independent of one another. Please note that registration with the SEC does not guarantee the success of investment advice.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-linda-jensen-principal-and-owner-of-heart-financial-group-discussing-the-risks-of-retirement]]>https://api.spreaker.com/episode/54162069Fri, 09 Jun 2023 16:12:02 +0000Mike Saunders, MBALinda has been self-employed for her entire life. A successful financial advisor since 1994, she has enjoyed all aspects of entrepreneurship, especially problem-solving, sizing up dilemmas, and working through complexities with creative solutions. She...
Since starting her own firm in 1997, Linda has enjoyed working with individuals and business owners helping them achieve their financial dreams and goals. She is an expert in all aspects of retirement planning.

Linda has lectured widely on financial topics to both the general public and business professionals. She is passionate about helping business owners leverage corporate cash to create benefits for the owner(s), and key employee(s) and to identify estate-planning solutions.

Linda calls the Pacific Northwest home. She married her college sweetheart. She and her husband Brad have two children and five grandchildren. Linda loves learning, reading, hiking, sewing, and cooking.

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



Investment advisory services are offered through WealthWatch Advisors, an SEC-registered investment advisor. Wealth Watch Advisors and Heart Financial Group are independent of one another. Please note that registration with the SEC does not guarantee the success of investment advice.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-linda-jensen-principal-and-owner-of-heart-financial-group-discussing-the-risks-of-retirement]]>1296influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-ft-worth-financial-professional-guy-mccord-mba-discussing-annuities--54162001
Growing up in Plano, Texas, his grandparents were his heroes. One of his grandfathers served in Germany US Army and received a Purple Heart. His other grandfather was a West Texas rancher and worked for 40 years as a rural mail carrier. Guy’s grandmothers were steadfast in their faith.

Guy has served in staffing as CMO, logistics and commercial building maintenance as both a CFO and CEO. He has also served many small businesses in consulting.

Guy is a retired Texas rugby referee and serves Dallas County as Presiding Election Judge. After earning his MBA in 2007, he authored 7 articles. He supports the Monastery of the infant Jesus of Prague and St. Joseph.

His faith is his foundation, and he lists Jesus, Mary, Joseph, his wife, his son, and his great friends among the most important things in his life.

By structuring client retirement money to minimize taxes, safeguard against market losses and allow for upside gains while allowing for lifetime income.

Learn More: https://guymccord.com/
http://www.guymccord360.com/


Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-ft-worth-financial-professional-guy-mccord-mba-discussing-annuities]]>https://api.spreaker.com/episode/54162001Fri, 09 Jun 2023 16:03:11 +0000Mike Saunders, MBAGuy McCord lives in the Dallas/Ft. Worth area with his lovely wife of 30 years, Patricia, and their son, Andrew, who will soon be a senior in high school. Growing up in Plano, Texas, his grandparents were his heroes. One of his grandfathers served in...
Growing up in Plano, Texas, his grandparents were his heroes. One of his grandfathers served in Germany US Army and received a Purple Heart. His other grandfather was a West Texas rancher and worked for 40 years as a rural mail carrier. Guy’s grandmothers were steadfast in their faith.

Guy has served in staffing as CMO, logistics and commercial building maintenance as both a CFO and CEO. He has also served many small businesses in consulting.

Guy is a retired Texas rugby referee and serves Dallas County as Presiding Election Judge. After earning his MBA in 2007, he authored 7 articles. He supports the Monastery of the infant Jesus of Prague and St. Joseph.

His faith is his foundation, and he lists Jesus, Mary, Joseph, his wife, his son, and his great friends among the most important things in his life.

By structuring client retirement money to minimize taxes, safeguard against market losses and allow for upside gains while allowing for lifetime income.

Learn More: https://guymccord.com/
http://www.guymccord360.com/


Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-ft-worth-financial-professional-guy-mccord-mba-discussing-annuities]]>1377influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-d-scott-kenik-founder-and-principal-of-wealth-concepts-group-author-of-the-no-stress-retirement-roadmap--54161898
There were 2 significant events in my life that led me to my current and most rewarding path of helping families gain financial security.

The first was my parents’ retirement problems. They spent much of their retirement taking seminars and learning about investing and they traded their own accounts to supplement their retirement income. As far as I knew they were successful. They never said otherwise.

When my dad passed, my mom told me that, in fact, they had lost a lot in the stock market and she was concerned about having enough money to live on. Now they were both smart people and had dedicated a lot of their time to learning about investing. Instead of Mom enjoying her golden years, she pinches every penny hoping that her money will last.

The other significant event was the economic crash in 2008 from the mortgage crisis. I watched my retirement account drop like a rock, as did my friends and associates. I knew there had to be a better way.

If a No-Stress Retirement is your goal, then we invite you to contact us for a complimentary Wealth Concepts Group consultation.

Learn More: https://wealthconceptsgroup.com/ or pick up a copy of Scott’s book “No Stress Retirement Roadmap” https://www.nostressretirementroadmap.com/



ALL CONTENT IS FOR INFORMATION PURPOSES ONLY. OPINIONS EXPRESSED HEREIN ARE SOLELY THOSE OF WEALTH CONCEPTS GROUP AND OUR EDITORIAL STAFF. THE MATERIAL PRESENTED IS BELIEVED TO BE FROM RELIABLE SOURCES; HOWEVER, WE MAKE NO REPRESENTATIONS AS TO ITS ACCURACY OR COMPLETENESS. ALL INFORMATION AND IDEAS SHOULD BE DISCUSSED IN DETAIL WITH YOUR INDIVIDUAL ADVISER PRIOR TO IMPLEMENTATION. THE PRESENCE OF THIS WEBSITE SHALL IN NO WAY BE CONSTRUED OR INTERPRETED AS A SOLICITATION TO SELL OR OFFER TO SELL INVESTMENT ADVISORY SERVICES. ANY GUARANTEES REFER TO INSURANCE PRODUCTS AND ARE BACKED BY THE CLAIMS-PAYING ABILITIES OF THE UNDERWRITING COMPANIES.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-d-scott-kenik-founder-and-principal-of-wealth-concepts-group-author-of-the-no-stress-retirement-roadmap]]>https://api.spreaker.com/episode/54161898Fri, 09 Jun 2023 15:50:05 +0000Mike Saunders, MBAI first started in the industry back in 1995. I spent several years educating financial advisors from Merrill Lynch, Morgan Stanley, Prudential, and other national companies on retirement plan design, and I worked for Metropolitan Life helping them...
There were 2 significant events in my life that led me to my current and most rewarding path of helping families gain financial security.

The first was my parents’ retirement problems. They spent much of their retirement taking seminars and learning about investing and they traded their own accounts to supplement their retirement income. As far as I knew they were successful. They never said otherwise.

When my dad passed, my mom told me that, in fact, they had lost a lot in the stock market and she was concerned about having enough money to live on. Now they were both smart people and had dedicated a lot of their time to learning about investing. Instead of Mom enjoying her golden years, she pinches every penny hoping that her money will last.

The other significant event was the economic crash in 2008 from the mortgage crisis. I watched my retirement account drop like a rock, as did my friends and associates. I knew there had to be a better way.

If a No-Stress Retirement is your goal, then we invite you to contact us for a complimentary Wealth Concepts Group consultation.

Learn More: https://wealthconceptsgroup.com/ or pick up a copy of Scott’s book “No Stress Retirement Roadmap” https://www.nostressretirementroadmap.com/



ALL CONTENT IS FOR INFORMATION PURPOSES ONLY. OPINIONS EXPRESSED HEREIN ARE SOLELY THOSE OF WEALTH CONCEPTS GROUP AND OUR EDITORIAL STAFF. THE MATERIAL PRESENTED IS BELIEVED TO BE FROM RELIABLE SOURCES; HOWEVER, WE MAKE NO REPRESENTATIONS AS TO ITS ACCURACY OR COMPLETENESS. ALL INFORMATION AND IDEAS SHOULD BE DISCUSSED IN DETAIL WITH YOUR INDIVIDUAL ADVISER PRIOR TO IMPLEMENTATION. THE PRESENCE OF THIS WEBSITE SHALL IN NO WAY BE CONSTRUED OR INTERPRETED AS A SOLICITATION TO SELL OR OFFER TO SELL INVESTMENT ADVISORY SERVICES. ANY GUARANTEES REFER TO INSURANCE PRODUCTS AND ARE BACKED BY THE CLAIMS-PAYING ABILITIES OF THE UNDERWRITING COMPANIES.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-d-scott-kenik-founder-and-principal-of-wealth-concepts-group-author-of-the-no-stress-retirement-roadmap]]>1603influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-kyle-roof-co-founder-at-high-voltage-seo-and-pageoptimizer-pro--54142768
Learn more: https://www.pageoptimizer.pro OR http://www.kyleroof.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-kyle-roof-co-founder-at-high-voltage-seo-and-pageoptimizer-pro]]>https://api.spreaker.com/episode/54142768Thu, 08 Jun 2023 19:18:58 +0000Mike Saunders, MBAKyle is responsible for the development and implementation of all SEO techniques used by the SEO agency High Voltage SEO and the SEO tool PageOptimizer Pro. Kyle is also the co-founder of Internet Marketing Gold, a global community of SEO...
Learn more: https://www.pageoptimizer.pro OR http://www.kyleroof.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-kyle-roof-co-founder-at-high-voltage-seo-and-pageoptimizer-pro]]>1154influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-david-royer-financial-advisor-and-educator--54142300
Today he is focused on helping those who are retired or planning for retirement, to keep their retirement accounts safe and make them aware of ever-changing rules that could affect their retirement savings.

In 2004 David developed the ultimate IRA distribution training course “The Keys to the IRA Kingdom”®, that he teaches nationally. He educates financial advisors and agents in the art of helping their clients get the most out of their IRAs, 401(k) plans and other qualified retirement accounts. David teaches a simple lesson: “The IRS has given IRA/401(k) owners and their beneficiaries complex rules and guidelines that must be followed to avoid additional taxes and penalties. “They just need a little help to navigate them.”

Learn more: https://americannetworkoffinancialeducation.org/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-david-royer-financial-advisor-and-educator]]>https://api.spreaker.com/episode/54142300Thu, 08 Jun 2023 18:57:57 +0000Mike Saunders, MBADavid F. Royer entered the financial services industry after completing his military obligation. He began studying the growing IRA Distribution market in 2002 and today he is a nationally recognized speaker and trainer in qualified plan distribution....
Today he is focused on helping those who are retired or planning for retirement, to keep their retirement accounts safe and make them aware of ever-changing rules that could affect their retirement savings.

In 2004 David developed the ultimate IRA distribution training course “The Keys to the IRA Kingdom”®, that he teaches nationally. He educates financial advisors and agents in the art of helping their clients get the most out of their IRAs, 401(k) plans and other qualified retirement accounts. David teaches a simple lesson: “The IRS has given IRA/401(k) owners and their beneficiaries complex rules and guidelines that must be followed to avoid additional taxes and penalties. “They just need a little help to navigate them.”

Learn more: https://americannetworkoffinancialeducation.org/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-david-royer-financial-advisor-and-educator]]>1157influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-linda-jensen-principal-and-owner-of-heart-financial-group-discussing-how-business-owners-can-lower-expenses-save-taxes--54130306
Since starting her own firm in 1997, Linda has enjoyed working with individuals and business owners helping them achieve their financial dreams and goals. She is an expert in all aspects of retirement planning.

Linda has lectured widely on financial topics to both the general public and business professionals. She is passionate about helping business owners leverage corporate cash to create benefits for the owner(s), and key employee(s) and to identify estate-planning solutions.

Linda calls the Pacific Northwest home. She married her college sweetheart. She and her husband Brad have two children and five grandchildren. Linda loves learning, reading, hiking, sewing, and cooking.

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


Investment advisory services are offered through WealthWatch Advisors, an SEC-registered investment advisor. Wealth Watch Advisors and Heart Financial Group are independent of one another. Please note that registration with the SEC does not guarantee the success of investment advice.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-linda-jensen-principal-and-owner-of-heart-financial-group-discussing-how-business-owners-can-lower-expenses-save-taxes]]>https://api.spreaker.com/episode/54130306Wed, 07 Jun 2023 17:11:05 +0000Mike Saunders, MBALinda has been self-employed for her entire life. A successful financial advisor since 1994, she has enjoyed all aspects of entrepreneurship, especially problem-solving, sizing up dilemmas, and working through complexities with creative solutions. She...
Since starting her own firm in 1997, Linda has enjoyed working with individuals and business owners helping them achieve their financial dreams and goals. She is an expert in all aspects of retirement planning.

Linda has lectured widely on financial topics to both the general public and business professionals. She is passionate about helping business owners leverage corporate cash to create benefits for the owner(s), and key employee(s) and to identify estate-planning solutions.

Linda calls the Pacific Northwest home. She married her college sweetheart. She and her husband Brad have two children and five grandchildren. Linda loves learning, reading, hiking, sewing, and cooking.

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


Investment advisory services are offered through WealthWatch Advisors, an SEC-registered investment advisor. Wealth Watch Advisors and Heart Financial Group are independent of one another. Please note that registration with the SEC does not guarantee the success of investment advice.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-linda-jensen-principal-and-owner-of-heart-financial-group-discussing-how-business-owners-can-lower-expenses-save-taxes]]>1134influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-rick-sechler-cfp-founder-of-usa-retirement-solutions-discussing-medicare-supplement-plans--54129984
Based on over 30 years of experience and the ability to listen for the nuances that make every situation different, he believes in a collaborative process that results in solutions developed by gathering information that integrates personal and financial circumstances and goals. Communication is the most important ingredient to developing a plan that is right for you.

Learn More: https://usaretirementsolutions.info/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-rick-sechler-cfp-founder-of-usa-retirement-solutions-discussing-medicare-supplement-plans]]>https://api.spreaker.com/episode/54129984Wed, 07 Jun 2023 16:45:12 +0000Mike Saunders, MBARick Sechler is a Certified Financial Planner who truly appreciates the opportunity to serve clients planning for and enjoying their retirement. Based on over 30 years of experience and the ability to listen for the nuances that make every situation...
Based on over 30 years of experience and the ability to listen for the nuances that make every situation different, he believes in a collaborative process that results in solutions developed by gathering information that integrates personal and financial circumstances and goals. Communication is the most important ingredient to developing a plan that is right for you.

Learn More: https://usaretirementsolutions.info/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-rick-sechler-cfp-founder-of-usa-retirement-solutions-discussing-medicare-supplement-plans]]>1071influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-jason-somerville-founding-partner-of-gw-partners-south-col--54129239
He is a founding partner of GW Partners (formerly known as Global Wired Advisors) and South Col, a growth fund that invests in brand-driven consumer product businesses. Before launching GW Partners, Jason executed over $50 billion of Fortune 500 capital markets transactions for companies like Bank of America and Bayview Asset Management. He also purchased or started and exited five different companies as a solo entrepreneur. He has successfully executed over $300 million of M&A sell-side transactions in the Ecommerce industry.

Today, Jason’s passion is working with founders/owners to help them maximize the value of their businesses in a sale and ensure they are rewarded for all their hard work and investment. His wealth of experience leading billions of dollars of transactions in his career makes him a powerful ally for his clients.

Learn More: https://www.gw.partners/ | https://www.southcol.co/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-jason-somerville-founding-partner-of-gw-partners-south-col]]>https://api.spreaker.com/episode/54129239Wed, 07 Jun 2023 15:50:18 +0000Mike Saunders, MBAJason is a seasoned entrepreneur and investment banking professional with nearly 20 years of experience in capital markets, M&A, strategic planning, business operations, and brand building. He is a founding partner of GW Partners (formerly known...
He is a founding partner of GW Partners (formerly known as Global Wired Advisors) and South Col, a growth fund that invests in brand-driven consumer product businesses. Before launching GW Partners, Jason executed over $50 billion of Fortune 500 capital markets transactions for companies like Bank of America and Bayview Asset Management. He also purchased or started and exited five different companies as a solo entrepreneur. He has successfully executed over $300 million of M&A sell-side transactions in the Ecommerce industry.

Today, Jason’s passion is working with founders/owners to help them maximize the value of their businesses in a sale and ensure they are rewarded for all their hard work and investment. His wealth of experience leading billions of dollars of transactions in his career makes him a powerful ally for his clients.

Learn More: https://www.gw.partners/ | https://www.southcol.co/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-jason-somerville-founding-partner-of-gw-partners-south-col]]>1240influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-patrick-mcnulty-structured-settlement-specialist-at-atlas-settlement-group--54079205
Patrick has a passion for media and sports.

Learn more: https://patrickfarber.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-patrick-mcnulty-structured-settlement-specialist-at-atlas-settlement-group]]>https://api.spreaker.com/episode/54079205Fri, 02 Jun 2023 19:10:33 +0000Mike Saunders, MBAPatrick is a structured settlement specialist in tune with the requests of his various clients using his dedication and knowledge of the business. After graduating from Arizona State, Patrick worked in the back office at Symetra Financial and assisted...
Patrick has a passion for media and sports.

Learn more: https://patrickfarber.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-patrick-mcnulty-structured-settlement-specialist-at-atlas-settlement-group]]>938influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-rick-sechler-cfp-founder-of-usa-retirement-solutions--54069672
Based on over 30 years of experience and the ability to listen for the nuances that make every situation different, he believes in a collaborative process that results in solutions developed by gathering information that integrates personal and financial circumstances and goals. Communication is the most important ingredient to developing a plan that is right for you.

Learn More: https://usaretirementsolutions.info/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-rick-sechler-cfp-founder-of-usa-retirement-solutions]]>https://api.spreaker.com/episode/54069672Thu, 01 Jun 2023 20:42:19 +0000Mike Saunders, MBARick Sechler is a Certified Financial Planner who truly appreciates the opportunity to serve clients planning for and enjoying their retirement. Based on over 30 years of experience and the ability to listen for the nuances that make every situation...
Based on over 30 years of experience and the ability to listen for the nuances that make every situation different, he believes in a collaborative process that results in solutions developed by gathering information that integrates personal and financial circumstances and goals. Communication is the most important ingredient to developing a plan that is right for you.

Learn More: https://usaretirementsolutions.info/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-rick-sechler-cfp-founder-of-usa-retirement-solutions]]>1248influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-tom-hegna-author-speaker-economist-and-retirement-income-expert--54068855
As a former Senior Executive Officer at New York Life, retired Lieutenant Colonel, and economist, Tom has delivered over 5,000 seminars, helping Baby Boomers and seniors retire the “optimal” way. He has condensed a large chunk of his considerable knowledge into five of his books:

1. Paychecks and Playchecks: Retirement Solutions for Life, which is in the top 1% of any book ever sold.
2. Retirement Income Masters: Secrets of the Pros that compiles the very best practices from the top retirement experts in the country.
3. Paycheques and Playcheques, Retirement Solutions for Canadians.
4. Don’t Worry, Retire Happy! Seven Steps to Retirement Security, which is based on his popular Public Television Special that has played in over 80 million homes in the US and Canada.
5. And most recently: Don’t Worry, Retire Happy! Seven Steps to Retirement Security for Canadians.

Tom specializes in creating simple and powerful retirement solutions based on math and science – not opinions. He has the unique ability to pump up a crowd, make people laugh, and solve complex financial problems using easy-to-understand words, ideas, and stories. He is available to speak to businesses, government organizations, professional associations, financial professionals, and their clients all across the globe.

Learn more: https://tomhegna.com/webinars

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-tom-hegna-author-speaker-economist-and-retirement-income-expert]]>https://api.spreaker.com/episode/54068855Thu, 01 Jun 2023 19:03:31 +0000Mike Saunders, MBATom Hegna CLU, ChFC, CASL, is an author, speaker, and economist. He has been an incredibly popular industry speaker for many years and is considered by many to be THE Retirement Income Expert! As a former Senior Executive Officer at New York Life,...
As a former Senior Executive Officer at New York Life, retired Lieutenant Colonel, and economist, Tom has delivered over 5,000 seminars, helping Baby Boomers and seniors retire the “optimal” way. He has condensed a large chunk of his considerable knowledge into five of his books:

1. Paychecks and Playchecks: Retirement Solutions for Life, which is in the top 1% of any book ever sold.
2. Retirement Income Masters: Secrets of the Pros that compiles the very best practices from the top retirement experts in the country.
3. Paycheques and Playcheques, Retirement Solutions for Canadians.
4. Don’t Worry, Retire Happy! Seven Steps to Retirement Security, which is based on his popular Public Television Special that has played in over 80 million homes in the US and Canada.
5. And most recently: Don’t Worry, Retire Happy! Seven Steps to Retirement Security for Canadians.

Tom specializes in creating simple and powerful retirement solutions based on math and science – not opinions. He has the unique ability to pump up a crowd, make people laugh, and solve complex financial problems using easy-to-understand words, ideas, and stories. He is available to speak to businesses, government organizations, professional associations, financial professionals, and their clients all across the globe.

Learn more: https://tomhegna.com/webinars

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-tom-hegna-author-speaker-economist-and-retirement-income-expert]]>1654influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-fiachra-figs-o-sullivan-founder-of-empathi--54068714
Figsall has spent years working with frustrated couples at a crossroads in their relationship—they want to make things work but are stuck in what Figs call their “Waltz of Pain”—which is what led him to create Empathi! Inspired by attachment theory, improvisational dance and theater, experiential psychotherapy, and EFT, Empathi provides fun, effective, and simple solutions to help couples stop fighting and snuggle more.

Learn more: https://empathi.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-fiachra-figs-osullivan-founder-of-empathi]]>https://api.spreaker.com/episode/54068714Thu, 01 Jun 2023 18:46:53 +0000Mike Saunders, MBAFiachra “Figs” O’Sullivan is a Licensed Marriage and Family Therapist, certified in Emotionally-Focused Therapy, and the founder of Empathi. Figs is a passionate entrepreneur, driven to change lives for the better. He strives to interact with the...
Figsall has spent years working with frustrated couples at a crossroads in their relationship—they want to make things work but are stuck in what Figs call their “Waltz of Pain”—which is what led him to create Empathi! Inspired by attachment theory, improvisational dance and theater, experiential psychotherapy, and EFT, Empathi provides fun, effective, and simple solutions to help couples stop fighting and snuggle more.

Learn more: https://empathi.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-fiachra-figs-osullivan-founder-of-empathi]]>1015influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-d-scott-kenik-founder-and-principal-of-wealth-concepts-group-discussing-fill-the-gap-income-planning--54056151
There were 2 significant events in my life that led me to my current and most rewarding path of helping families gain financial security.

The first was my parents’ retirement problems. They spent much of their retirement taking seminars and learning about investing and they traded their own accounts to supplement their retirement income. As far as I knew they were successful. They never said otherwise.

When my dad passed, my mom told me that, in fact, they had lost a lot in the stock market and she was concerned about having enough money to live on. Now they were both smart people and had dedicated a lot of their time to learning about investing. Instead of Mom enjoying her golden years, she pinches every penny hoping that her money will last.

The other significant event was the economic crash in 2008 from the mortgage crisis. I watched my retirement account drop like a rock, as did my friends and associates. I knew there had to be a better way.

If a No-Stress Retirement is your goal, then we invite you to contact us for a complimentary Wealth Concepts Group consultation.

Learn More: https://wealthconceptsgroup.com/ and get a complimentary copy of Scott’s book “No Stress Retirement Roadmap https://www.nostressretirementroadmap.com/


ALL CONTENT IS FOR INFORMATION PURPOSES ONLY. OPINIONS EXPRESSED HEREIN ARE SOLELY THOSE OF THE WEALTH CONCEPTS GROUP AND OUR EDITORIAL STAFF. THE MATERIAL PRESENTED IS BELIEVED TO BE FROM RELIABLE SOURCES; HOWEVER, WE MAKE NO REPRESENTATIONS AS TO ITS ACCURACY OR COMPLETENESS. ALL INFORMATION AND IDEAS SHOULD BE DISCUSSED IN DETAIL WITH YOUR INDIVIDUAL ADVISER PRIOR TO IMPLEMENTATION. THE PRESENCE OF THIS WEBSITE SHALL IN NO WAY BE CONSTRUED OR INTERPRETED AS A SOLICITATION TO SELL OR OFFER TO SELL INVESTMENT ADVISORY SERVICES. ANY GUARANTEES REFER TO INSURANCE PRODUCTS AND ARE BACKED BY THE CLAIMS-PAYING ABILITIES OF THE UNDERWRITING COMPANIES.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-d-scott-kenik-founder-and-principal-of-wealth-concepts-group-discussing-fill-the-gap-income-planning]]>https://api.spreaker.com/episode/54056151Wed, 31 May 2023 18:17:33 +0000Mike Saunders, MBAI first started in the industry back in 1995. I spent several years educating financial advisors from Merrill Lynch, Morgan Stanley, Prudential, and other national companies on retirement plan design, and I worked for Metropolitan Life helping them...
There were 2 significant events in my life that led me to my current and most rewarding path of helping families gain financial security.

The first was my parents’ retirement problems. They spent much of their retirement taking seminars and learning about investing and they traded their own accounts to supplement their retirement income. As far as I knew they were successful. They never said otherwise.

When my dad passed, my mom told me that, in fact, they had lost a lot in the stock market and she was concerned about having enough money to live on. Now they were both smart people and had dedicated a lot of their time to learning about investing. Instead of Mom enjoying her golden years, she pinches every penny hoping that her money will last.

The other significant event was the economic crash in 2008 from the mortgage crisis. I watched my retirement account drop like a rock, as did my friends and associates. I knew there had to be a better way.

If a No-Stress Retirement is your goal, then we invite you to contact us for a complimentary Wealth Concepts Group consultation.

Learn More: https://wealthconceptsgroup.com/ and get a complimentary copy of Scott’s book “No Stress Retirement Roadmap https://www.nostressretirementroadmap.com/


ALL CONTENT IS FOR INFORMATION PURPOSES ONLY. OPINIONS EXPRESSED HEREIN ARE SOLELY THOSE OF THE WEALTH CONCEPTS GROUP AND OUR EDITORIAL STAFF. THE MATERIAL PRESENTED IS BELIEVED TO BE FROM RELIABLE SOURCES; HOWEVER, WE MAKE NO REPRESENTATIONS AS TO ITS ACCURACY OR COMPLETENESS. ALL INFORMATION AND IDEAS SHOULD BE DISCUSSED IN DETAIL WITH YOUR INDIVIDUAL ADVISER PRIOR TO IMPLEMENTATION. THE PRESENCE OF THIS WEBSITE SHALL IN NO WAY BE CONSTRUED OR INTERPRETED AS A SOLICITATION TO SELL OR OFFER TO SELL INVESTMENT ADVISORY SERVICES. ANY GUARANTEES REFER TO INSURANCE PRODUCTS AND ARE BACKED BY THE CLAIMS-PAYING ABILITIES OF THE UNDERWRITING COMPANIES.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-d-scott-kenik-founder-and-principal-of-wealth-concepts-group-discussing-fill-the-gap-income-planning]]>1130influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-d-scott-kenik-founder-and-principal-of-wealth-concepts-group-discussing-alternative-investment-options--54031943
There were 2 significant events in my life that led me to my current and most rewarding path of helping families gain financial security.

The first was my parents’ retirement problems. They spent much of their retirement taking seminars and learning about investing and they traded their own accounts to supplement their retirement income. As far as I knew they were successful. They never said otherwise.

When my dad passed, my mom told me that, in fact, they had lost a lot in the stock market and she was concerned about having enough money to live on. Now they were both smart people and had dedicated a lot of their time to learning about investing. Instead of Mom enjoying her golden years, she pinches every penny hoping that her money will last.

The other significant event was the economic crash in 2008 from the mortgage crisis. I watched my retirement account drop like a rock, as did my friends and associates. I knew there had to be a better way.

If a No-Stress Retirement is your goal, then we invite you to contact us for a complimentary Wealth Concepts Group consultation.

Learn More: https://wealthconceptsgroup.com/ and get a complimentary copy of Scott’s book “No Stress Retirement Roadmap” https://www.nostressretirementroadmap.com/

ALL CONTENT IS FOR INFORMATION PURPOSES ONLY. OPINIONS EXPRESSED HEREIN ARE SOLELY THOSE OF WEALTH CONCEPTS GROUP AND OUR EDITORIAL STAFF. MATERIAL PRESENTED IS BELIEVED TO BE FROM RELIABLE SOURCES; HOWEVER, WE MAKE NO REPRESENTATIONS AS TO ITS ACCURACY OR COMPLETENESS. ALL INFORMATION AND IDEAS SHOULD BE DISCUSSED IN DETAIL WITH YOUR INDIVIDUAL ADVISER PRIOR TO IMPLEMENTATION. THE PRESENCE OF THIS WEBSITE SHALL IN NO WAY BE CONSTRUED OR INTERPRETED AS A SOLICITATION TO SELL OR OFFER TO SELL INVESTMENT ADVISORY SERVICES. ANY GUARANTEES REFER TO INSURANCE PRODUCTS, AND ARE BACKED BY THE CLAIMS-PAYING ABILITIES OF THE UNDERWRITING COMPANIES.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-d-scott-kenik-founder-and-principal-of-wealth-concepts-group-discussing-alternative-investment-options]]>https://api.spreaker.com/episode/54031943Mon, 29 May 2023 15:12:19 +0000Mike Saunders, MBAI first started in the industry back in 1995. I spent several years educating financial advisors from Merrill Lynch, Morgan Stanley, Prudential and other national companies on retirement plan design, and I worked for Metropolitan Life helping them...
There were 2 significant events in my life that led me to my current and most rewarding path of helping families gain financial security.

The first was my parents’ retirement problems. They spent much of their retirement taking seminars and learning about investing and they traded their own accounts to supplement their retirement income. As far as I knew they were successful. They never said otherwise.

When my dad passed, my mom told me that, in fact, they had lost a lot in the stock market and she was concerned about having enough money to live on. Now they were both smart people and had dedicated a lot of their time to learning about investing. Instead of Mom enjoying her golden years, she pinches every penny hoping that her money will last.

The other significant event was the economic crash in 2008 from the mortgage crisis. I watched my retirement account drop like a rock, as did my friends and associates. I knew there had to be a better way.

If a No-Stress Retirement is your goal, then we invite you to contact us for a complimentary Wealth Concepts Group consultation.

Learn More: https://wealthconceptsgroup.com/ and get a complimentary copy of Scott’s book “No Stress Retirement Roadmap” https://www.nostressretirementroadmap.com/

ALL CONTENT IS FOR INFORMATION PURPOSES ONLY. OPINIONS EXPRESSED HEREIN ARE SOLELY THOSE OF WEALTH CONCEPTS GROUP AND OUR EDITORIAL STAFF. MATERIAL PRESENTED IS BELIEVED TO BE FROM RELIABLE SOURCES; HOWEVER, WE MAKE NO REPRESENTATIONS AS TO ITS ACCURACY OR COMPLETENESS. ALL INFORMATION AND IDEAS SHOULD BE DISCUSSED IN DETAIL WITH YOUR INDIVIDUAL ADVISER PRIOR TO IMPLEMENTATION. THE PRESENCE OF THIS WEBSITE SHALL IN NO WAY BE CONSTRUED OR INTERPRETED AS A SOLICITATION TO SELL OR OFFER TO SELL INVESTMENT ADVISORY SERVICES. ANY GUARANTEES REFER TO INSURANCE PRODUCTS, AND ARE BACKED BY THE CLAIMS-PAYING ABILITIES OF THE UNDERWRITING COMPANIES.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-d-scott-kenik-founder-and-principal-of-wealth-concepts-group-discussing-alternative-investment-options]]>1073influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-rick-elmore-founder-and-ceo-of-simply-noted--54031830
Rick Elmore is an entrepreneur, sales, and marketing expert, and former college and professional football athlete. As the founder and CEO of Simply Noted, Rick developed a proprietary technology that puts real pen and ink to paper to scale handwritten communication.

Learn more: https://simplynoted.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-rick-elmore-founder-and-ceo-of-simply-noted]]>https://api.spreaker.com/episode/54031830Mon, 29 May 2023 14:59:13 +0000Mike Saunders, MBARick Elmore is an entrepreneur, sales, and marketing expert, and former college and professional football player. Following his football career, Rick translated his competitive drive to sales and entrepreneurship by founding Simply Noted, an automated...
Rick Elmore is an entrepreneur, sales, and marketing expert, and former college and professional football athlete. As the founder and CEO of Simply Noted, Rick developed a proprietary technology that puts real pen and ink to paper to scale handwritten communication.

Learn more: https://simplynoted.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-rick-elmore-founder-and-ceo-of-simply-noted]]>1125influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-d-scott-kenik-founder-and-principal-of-wealth-concepts-group-discussing-market-volatility--54008941
There were 2 significant events in my life that led me to my current and most rewarding path of helping families gain financial security.

The first was my parents’ retirement problems. They spent much of their retirement taking seminars and learning about investing and they traded their own accounts to supplement their retirement income. As far as I knew they were successful. They never said otherwise.

When my dad passed, my mom told me that, in fact, they had lost a lot in the stock market and she was concerned about having enough money to live on. Now they were both smart people and had dedicated a lot of their time to learning about investing. Instead of Mom enjoying her golden years, she pinches every penny hoping that her money will last.

The other significant event was the economic crash in 2008 from the mortgage crisis. I watched my retirement account drop like a rock, as did my friends and associates. I knew there had to be a better way.

If a No-Stress Retirement is your goal, then we invite you to contact us for a complimentary Wealth Concepts Group consultation.

Learn More:

https://wealthconceptsgroup.com/ and get a complimentary copy of Scott’s book “No Stress Retirement Roadmap” https://www.nostressretirementroadmap.com/



ALL CONTENT IS FOR INFORMATION PURPOSES ONLY. OPINIONS EXPRESSED HEREIN ARE SOLELY THOSE OF WEALTH CONCEPTS GROUP AND OUR EDITORIAL STAFF. MATERIAL PRESENTED IS BELIEVED TO BE FROM RELIABLE SOURCES; HOWEVER, WE MAKE NO REPRESENTATIONS AS TO ITS ACCURACY OR COMPLETENESS. ALL INFORMATION AND IDEAS SHOULD BE DISCUSSED IN DETAIL WITH YOUR INDIVIDUAL ADVISER PRIOR TO IMPLEMENTATION. THE PRESENCE OF THIS WEBSITE SHALL IN NO WAY BE CONSTRUED OR INTERPRETED AS A SOLICITATION TO SELL OR OFFER TO SELL INVESTMENT ADVISORY SERVICES. ANY GUARANTEES REFER TO INSURANCE PRODUCTS, AND ARE BACKED BY THE CLAIMS-PAYING ABILITIES OF THE UNDERWRITING COMPANIES

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-d-scott-kenik-founder-and-principal-of-wealth-concepts-group-discussing-market-volatility]]>https://api.spreaker.com/episode/54008941Fri, 26 May 2023 16:34:08 +0000Mike Saunders, MBAI first started in the industry back in 1995. I spent several years educating financial advisors from Merrill Lynch, Morgan Stanley, Prudential, and other national companies on retirement plan design, and I worked for Metropolitan Life helping them...
There were 2 significant events in my life that led me to my current and most rewarding path of helping families gain financial security.

The first was my parents’ retirement problems. They spent much of their retirement taking seminars and learning about investing and they traded their own accounts to supplement their retirement income. As far as I knew they were successful. They never said otherwise.

When my dad passed, my mom told me that, in fact, they had lost a lot in the stock market and she was concerned about having enough money to live on. Now they were both smart people and had dedicated a lot of their time to learning about investing. Instead of Mom enjoying her golden years, she pinches every penny hoping that her money will last.

The other significant event was the economic crash in 2008 from the mortgage crisis. I watched my retirement account drop like a rock, as did my friends and associates. I knew there had to be a better way.

If a No-Stress Retirement is your goal, then we invite you to contact us for a complimentary Wealth Concepts Group consultation.

Learn More:

https://wealthconceptsgroup.com/ and get a complimentary copy of Scott’s book “No Stress Retirement Roadmap” https://www.nostressretirementroadmap.com/



ALL CONTENT IS FOR INFORMATION PURPOSES ONLY. OPINIONS EXPRESSED HEREIN ARE SOLELY THOSE OF WEALTH CONCEPTS GROUP AND OUR EDITORIAL STAFF. MATERIAL PRESENTED IS BELIEVED TO BE FROM RELIABLE SOURCES; HOWEVER, WE MAKE NO REPRESENTATIONS AS TO ITS ACCURACY OR COMPLETENESS. ALL INFORMATION AND IDEAS SHOULD BE DISCUSSED IN DETAIL WITH YOUR INDIVIDUAL ADVISER PRIOR TO IMPLEMENTATION. THE PRESENCE OF THIS WEBSITE SHALL IN NO WAY BE CONSTRUED OR INTERPRETED AS A SOLICITATION TO SELL OR OFFER TO SELL INVESTMENT ADVISORY SERVICES. ANY GUARANTEES REFER TO INSURANCE PRODUCTS, AND ARE BACKED BY THE CLAIMS-PAYING ABILITIES OF THE UNDERWRITING COMPANIES

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-d-scott-kenik-founder-and-principal-of-wealth-concepts-group-discussing-market-volatility]]>1229influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-chris-prefontaine-chairman-founder-of-the-wicked-smart-companies-host-of-the-smart-real-estate-coach-podcast--54008590
Learn more:

https://smartrealestatecoach.com/

or get his free book – https://wickedsmartbooks.com/saunders

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-chris-prefontaine-chairman-founder-of-the-wicked-smart-companies-host-of-the-smart-real-estate-coach-podcast]]>https://api.spreaker.com/episode/54008590Fri, 26 May 2023 16:09:50 +0000Mike Saunders, MBAFour-time best-selling author of Real Estate on Your Terms, The New Rules of Real Estate Investing and Sell With Authority for Real Estate Investors, Forbes Business Council Member, Chairman and Founder of the Wicked Smart Companies,2x Inc. 5000...
Learn more:

https://smartrealestatecoach.com/

or get his free book – https://wickedsmartbooks.com/saunders

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-chris-prefontaine-chairman-founder-of-the-wicked-smart-companies-host-of-the-smart-real-estate-coach-podcast]]>1301influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-kerry-morris-cfp-founder-of-honorshield--54001828
Kerry Morris has been serving families for the past twenty-five years as a financial planner and advisor. He has recently launched HonorShield, LLC., as a way to challenge the current thinking and behavior of consumers and financial advisors preparing for the potentially high cost of aging.

He has spent several of his twenty-five-year career advising hundreds of families experiencing the nightmare of paying for care. The question, always, was “How to make the money last”?

Morris has watched too many families, too many men and women not be fully prepared for retirement. The financial industry has put this cost-of-care issue on total “ignore” mode, often shoving it onto a small-but valiant band of “insurance specialists” around the country. Only about 1 in 100 Americans embrace this model. That is a problem for American families and our country. Morris found a better way, a win-win solution that more Americans could feel good about embracing. It’s a whole new way to approach and solve this problem: the LCAP—the Longevity Care Allocation Plan. Every person and every family deserves to know how an LCAP works. Kerry Morris has made it his life’s goal to ensure that those he helps can hold their head high and know that no matter what curve balls retirement throws at them, they will be prepared.

“One of the most important things I’ve learned in my 25 years in the business is that a great life is supported by three areas, Health, Relationships, and Money. My job is to make sure that a family’s money is working effectively to accomplish that job.”

Learn More: http://www.honorshield.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-kerry-morris-cfp-founder-of-honorshield]]>https://api.spreaker.com/episode/54001828Thu, 25 May 2023 22:53:06 +0000Mike Saunders, MBAKerry Morris, Author of When Retirement Goes Bad, Life Sucks, Certified Financial Educator, and CERTIFIED FINANCIAL PLANNER™ professional. Kerry Morris has been serving families for the past twenty-five years as a financial planner and advisor. He...
Kerry Morris has been serving families for the past twenty-five years as a financial planner and advisor. He has recently launched HonorShield, LLC., as a way to challenge the current thinking and behavior of consumers and financial advisors preparing for the potentially high cost of aging.

He has spent several of his twenty-five-year career advising hundreds of families experiencing the nightmare of paying for care. The question, always, was “How to make the money last”?

Morris has watched too many families, too many men and women not be fully prepared for retirement. The financial industry has put this cost-of-care issue on total “ignore” mode, often shoving it onto a small-but valiant band of “insurance specialists” around the country. Only about 1 in 100 Americans embrace this model. That is a problem for American families and our country. Morris found a better way, a win-win solution that more Americans could feel good about embracing. It’s a whole new way to approach and solve this problem: the LCAP—the Longevity Care Allocation Plan. Every person and every family deserves to know how an LCAP works. Kerry Morris has made it his life’s goal to ensure that those he helps can hold their head high and know that no matter what curve balls retirement throws at them, they will be prepared.

“One of the most important things I’ve learned in my 25 years in the business is that a great life is supported by three areas, Health, Relationships, and Money. My job is to make sure that a family’s money is working effectively to accomplish that job.”

Learn More: http://www.honorshield.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-kerry-morris-cfp-founder-of-honorshield]]>1697influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-ilya-berman-founder-of-integrity-financial-solutions--53987948
Through his experiences, Ilya learned to be self-sufficient and independent early on. Throughout Ilya’s life and career, his independence and entrepreneurial spirit have paved the way and inspired him to help others reach their financial independence. Ilya’s financial journey started in the mortgage industry working for a large financial firm. Thereafter deciding to transition to an independent financial professional.

The best part of being independent is his ability to work honestly and earnestly for his clients rather than any one company. He strives to provide high-quality service to his clients by staying informed and continuing his education.

Ilya is passionate about the work he does at Integrity Financial Solutions and believes with the right strategy in place, clients can achieve financial independence in retirement, free from concerns about outliving their income.

Ilya knows that clients are expecting more than ever from their financial professionals and is determined to improve the industry by setting the bar high by offering superior service as well as informing the public on what they should expect from their financial professionals.

Ilya aims to serve his clients with a higher level of professionalism. He stays plugged into current events and market conditions so he can be an invaluable asset to every one of his clients and paint a realistic picture of how market changes might affect their retirement sustainability.

Success is built on trust and strong relationships formed by dedication and open communication with clients.

Learn More: https://safemoney.com/florida/ilya-berman/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-ilya-berman-founder-of-integrity-financial-solutions]]>https://api.spreaker.com/episode/53987948Wed, 24 May 2023 18:23:59 +0000Mike Saunders, MBAIlya carved out a niche for his business by offering his clients a proprietary approach to retirement planning using safe money options. Through his experiences, Ilya learned to be self-sufficient and independent early on. Throughout Ilya’s life and...
Through his experiences, Ilya learned to be self-sufficient and independent early on. Throughout Ilya’s life and career, his independence and entrepreneurial spirit have paved the way and inspired him to help others reach their financial independence. Ilya’s financial journey started in the mortgage industry working for a large financial firm. Thereafter deciding to transition to an independent financial professional.

The best part of being independent is his ability to work honestly and earnestly for his clients rather than any one company. He strives to provide high-quality service to his clients by staying informed and continuing his education.

Ilya is passionate about the work he does at Integrity Financial Solutions and believes with the right strategy in place, clients can achieve financial independence in retirement, free from concerns about outliving their income.

Ilya knows that clients are expecting more than ever from their financial professionals and is determined to improve the industry by setting the bar high by offering superior service as well as informing the public on what they should expect from their financial professionals.

Ilya aims to serve his clients with a higher level of professionalism. He stays plugged into current events and market conditions so he can be an invaluable asset to every one of his clients and paint a realistic picture of how market changes might affect their retirement sustainability.

Success is built on trust and strong relationships formed by dedication and open communication with clients.

Learn More: https://safemoney.com/florida/ilya-berman/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-ilya-berman-founder-of-integrity-financial-solutions]]>921influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-liam-patterson-ceo-at-bidnamic--53987845
Liam is a regular commentator in broadcast, national, and trade media including appearances on the BBC, The Drum, and The Grocer, and is a knowledgeable speaker on topics including e-commerce, digital marketing, advertising, retail, tech, business, startups, and Google Shopping.

Learn more: https://www.bidnamic.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-liam-patterson-ceo-at-bidnamic]]>https://api.spreaker.com/episode/53987845Wed, 24 May 2023 18:13:00 +0000Mike Saunders, MBALiam started his first business aged just 14 and ran a number of successful e-commerce ventures before co-founding Bidnamic, a marketing technology platform that helps retailers unlock the full potential of Google Shopping. Liam is a regular...
Liam is a regular commentator in broadcast, national, and trade media including appearances on the BBC, The Drum, and The Grocer, and is a knowledgeable speaker on topics including e-commerce, digital marketing, advertising, retail, tech, business, startups, and Google Shopping.

Learn more: https://www.bidnamic.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-liam-patterson-ceo-at-bidnamic]]>1436influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-lead-generation-specialist-ryan-gunness--53972269
Beyond his professional accomplishments, Ryan is a true lover of life and all it has to offer. You’ll often find him camping under the stars, grilling up a storm, or catching some waves at the beach. His infectious energy and love for adventure have taken him all over the world, where he’s had the pleasure of meeting with top leaders and making new friends.

Ryan’s passion for growth and development is contagious. He has won numerous achievements and has been featured in various publications, radio shows, talk shows, podcasts, YouTube channels, and blogs. His infectious spirit and engaging personality make him a sought-after guest and speaker, leaving audiences feeling energized and ready to take on the world.

What sets Ryan apart is his unwavering commitment to helping others discover and develop their God-given talents. He believes that every person has a unique purpose and calling, and his life’s work is centered on empowering them to live out their dreams.

Whether you’re looking to transform your career, strengthen your team, or simply want to live a more fulfilling life, Ryan is the expert you want by your side. His enthusiasm, expertise, and passion for helping others will inspire you to achieve greatness, one step at a time. So, are you ready to take the first step? Join Ryan on this exciting journey and let’s make your dreams a reality!

To learn more & connect with Ryan visit => https://ryangunness360.com

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-lead-generation-specialist-ryan-gunness]]>https://api.spreaker.com/episode/53972269Tue, 23 May 2023 15:50:21 +0000Mike Saunders, MBAMeet Ryan Gunness, a dynamic author, speaker, consultant, and coach who has been transforming lives in the Networking & Team Building industry for more than 20 years. Ryan is a Master in Lead Generation and his mission is to empower people to...
Beyond his professional accomplishments, Ryan is a true lover of life and all it has to offer. You’ll often find him camping under the stars, grilling up a storm, or catching some waves at the beach. His infectious energy and love for adventure have taken him all over the world, where he’s had the pleasure of meeting with top leaders and making new friends.

Ryan’s passion for growth and development is contagious. He has won numerous achievements and has been featured in various publications, radio shows, talk shows, podcasts, YouTube channels, and blogs. His infectious spirit and engaging personality make him a sought-after guest and speaker, leaving audiences feeling energized and ready to take on the world.

What sets Ryan apart is his unwavering commitment to helping others discover and develop their God-given talents. He believes that every person has a unique purpose and calling, and his life’s work is centered on empowering them to live out their dreams.

Whether you’re looking to transform your career, strengthen your team, or simply want to live a more fulfilling life, Ryan is the expert you want by your side. His enthusiasm, expertise, and passion for helping others will inspire you to achieve greatness, one step at a time. So, are you ready to take the first step? Join Ryan on this exciting journey and let’s make your dreams a reality!

To learn more & connect with Ryan visit => https://ryangunness360.com

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-lead-generation-specialist-ryan-gunness]]>1881influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-steve-van-diest-president-of-acumen-s-new-front-range-region--53933839
Learn more: https://acumenimpact.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-steve-van-diest-president-of-acumens-new-front-range-region]]>https://api.spreaker.com/episode/53933839Fri, 19 May 2023 19:43:46 +0000Mike Saunders, MBASteve has been married for 29 years to his wife Christine and together they have 4 children; Jonathan (Najda), Benjamin (Jayde), Isabela, and Jacob (ages 24-16). Steve earned an undergrad degree from Cal Poly (Mathematics) and a graduate degree from...
Learn more: https://acumenimpact.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-steve-van-diest-president-of-acumens-new-front-range-region]]>1258influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-dr-lance-knaub-founder-of-denali-consulting-and-breakthru-physical-therapy-fitness--53908762
As the founder of Breakthru Physical Therapy + Fitness, a growing multi-million dollar company with over 100 employees and 14 locations, Lance has built a business with a mission to be the community’s choice in physical therapy and fitness offerings. His success has been recognized by renowned podcast host John Lee Dumas, who has lauded Lance for creating a business with robust processes that can run without his daily involvement.

More recently, Lance founded Denali Consulting to reverse the 96% failure rate for small business owners with a 96% success rate. His expertise in business strategy and management has been distilled into his bestselling book, The 4% Break-Thru. The fearless leadership team from Breakthru Physical Therapy + Fitness has been successfully operating Lance’s first company since 2018.

Lance lives in Medford, NJ with his wife and three children and enjoys sharing his expertise and insights through his television show Moving Mountains, social media channels, and private Facebook group, The 4% Break-Thru.

If you’re an entrepreneur feeling overwhelmed or seeking guidance on how to take your business to the next level, Lance invites you to connect with him for a complimentary consultation at DenaliConsultingTeam.com or via email at drlanceknaub@denaliconsultingteam.com

For a free copy of the JOLT Business Planner to create a fast yet functional one-year Strategic Vision and Business Plan, you can access it here: https://www.denaliconsultingteam.com/strategy

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-dr-lance-knaub-founder-of-denali-consulting-and-breakthru-physical-therapy-fitness]]>https://api.spreaker.com/episode/53908762Wed, 17 May 2023 16:25:08 +0000Mike Saunders, MBALance is an entrepreneur, keynote speaker, author, and healthcare professional who specializes in helping fellow entrepreneurs scale their businesses and avoid burnout and overwhelm, and instead create the life they love by developing a self-managing...
As the founder of Breakthru Physical Therapy + Fitness, a growing multi-million dollar company with over 100 employees and 14 locations, Lance has built a business with a mission to be the community’s choice in physical therapy and fitness offerings. His success has been recognized by renowned podcast host John Lee Dumas, who has lauded Lance for creating a business with robust processes that can run without his daily involvement.

More recently, Lance founded Denali Consulting to reverse the 96% failure rate for small business owners with a 96% success rate. His expertise in business strategy and management has been distilled into his bestselling book, The 4% Break-Thru. The fearless leadership team from Breakthru Physical Therapy + Fitness has been successfully operating Lance’s first company since 2018.

Lance lives in Medford, NJ with his wife and three children and enjoys sharing his expertise and insights through his television show Moving Mountains, social media channels, and private Facebook group, The 4% Break-Thru.

If you’re an entrepreneur feeling overwhelmed or seeking guidance on how to take your business to the next level, Lance invites you to connect with him for a complimentary consultation at DenaliConsultingTeam.com or via email at drlanceknaub@denaliconsultingteam.com

For a free copy of the JOLT Business Planner to create a fast yet functional one-year Strategic Vision and Business Plan, you can access it here: https://www.denaliconsultingteam.com/strategy

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-dr-lance-knaub-founder-of-denali-consulting-and-breakthru-physical-therapy-fitness]]>1659influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-jon-ostenson-ceo-of-franbridge-consulting--53825964
You can receive a copy of Jon's book 'Non-Food Franchising: The Better Path to Business Ownership' by signing up to FranBridge Consulting's monthly newsletter at franbridgeconsulting.com.

Learn more: https://franbridgeconsulting.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-jon-ostenson-ceo-of-franbridge-consulting]]>https://api.spreaker.com/episode/53825964Thu, 11 May 2023 19:44:05 +0000Mike Saunders, MBAJon is a top 1% Franchise Consultant nationally and he leads FranBridge Consulting as CEO. Jon draws on his experience as a former Inc. 500 Franchise President and Multi-Brand Franchisee in serving his clients. Jon is the author of the bestselling...
You can receive a copy of Jon's book 'Non-Food Franchising: The Better Path to Business Ownership' by signing up to FranBridge Consulting's monthly newsletter at franbridgeconsulting.com.

Learn more: https://franbridgeconsulting.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-jon-ostenson-ceo-of-franbridge-consulting]]>1089influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/michael-moore-clu-chartered-financial-consultant--53825926
In 2009 that portfolio was acquired by Wintrust under First Insurance Funding. As Vice President of Sales, he was a leader in creating a loan portfolio of over $300M in financed premiums. In the summer of 2015, Michael worked for a short time with a small firm out of Phoenix before establishing his own business operating as CDP Insurance Services, Inc. CDP is a boutique firm specializing in leveraged insurance strategies.

Learn more: https://www.cdpinsurance.com

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/michael-moore-clu-chartered-financial-consultant]]>https://api.spreaker.com/episode/53825926Thu, 11 May 2023 19:36:10 +0000Mike Saunders, MBAMichael welcomes 2023 as his 26th year in the life insurance business. Michael started his career with a small brokerage agency in Tustin, CA as an application processing agent. After several years there he moved on to CPS Insurance and managed their...
In 2009 that portfolio was acquired by Wintrust under First Insurance Funding. As Vice President of Sales, he was a leader in creating a loan portfolio of over $300M in financed premiums. In the summer of 2015, Michael worked for a short time with a small firm out of Phoenix before establishing his own business operating as CDP Insurance Services, Inc. CDP is a boutique firm specializing in leveraged insurance strategies.

Learn more: https://www.cdpinsurance.com

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/michael-moore-clu-chartered-financial-consultant]]>1056influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-david-newman-author-and-founder-of-the-do-it-mba-mentoring-program--53809180
Learn more: https://doitmarketing.com/selling

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-david-newman-author-and-founder-of-the-do-it-mba-mentoring-program]]>https://api.spreaker.com/episode/53809180Wed, 10 May 2023 17:31:07 +0000Mike Saunders, MBADavid Newman is the bestselling author of “Do It! Marketing” and his latest book is “Do It! Selling: 77 Instant-Action Ideas to Land Better Clients, Bigger Deals, and Higher Fees.” He’s the founder of the Do It! MBA mentoring program and the host of...
Learn more: https://doitmarketing.com/selling

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-david-newman-author-and-founder-of-the-do-it-mba-mentoring-program]]>1602influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-america-s-wellness-coach-ann-law--53809025
The Law of Wellness is the latest in her career fighting food and fitness fads.

After graduating from Hunter College and Cornell University as a Family Nurse Practitioner, Ann not only specialized in family practice for ten years, but she also forced licensing legislation for Nurse Practitioners now used as a model for other states.

Her experience serving four terms in local government, serving as the campaign manager for a congressional candidate in Westchester County, NY – founding The Coalition of Nurse Practitioners in New York and developing two successful businesses, provides perspective from medicine, business, and government leadership. This cross-section of industry experience sets the stage for Ann Law’s post-pandemic teachings to address America’s health crisis: while we spend the most on health care in the world, we have the worst health statistics.

Her work as founder and first president of The New York State Coalition of Nurse Practitioners was detailed in a book entitled, A Few Strong Women. Ann served as a family health care provider for ten years at the Sharon Clinic in Millbrook, NY. Her practice was featured in Redbook magazine in July 1981.

Today, America’s Wellness Coach splits her time between her B&B Inns on Block Island, RI, real estate ventures and home in Fort Myers.

Connect with Ann: http://lawofwellness.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-americas-wellness-coach-ann-law]]>https://api.spreaker.com/episode/53809025Wed, 10 May 2023 17:16:25 +0000Mike Saunders, MBAAnn helps people learn to live their optimal life by following the food, fitness and mindset guidelines outlined in her new book, The Law of Wellness. The Law of Wellness is the latest in her career fighting food and fitness fads. After graduating...
The Law of Wellness is the latest in her career fighting food and fitness fads.

After graduating from Hunter College and Cornell University as a Family Nurse Practitioner, Ann not only specialized in family practice for ten years, but she also forced licensing legislation for Nurse Practitioners now used as a model for other states.

Her experience serving four terms in local government, serving as the campaign manager for a congressional candidate in Westchester County, NY – founding The Coalition of Nurse Practitioners in New York and developing two successful businesses, provides perspective from medicine, business, and government leadership. This cross-section of industry experience sets the stage for Ann Law’s post-pandemic teachings to address America’s health crisis: while we spend the most on health care in the world, we have the worst health statistics.

Her work as founder and first president of The New York State Coalition of Nurse Practitioners was detailed in a book entitled, A Few Strong Women. Ann served as a family health care provider for ten years at the Sharon Clinic in Millbrook, NY. Her practice was featured in Redbook magazine in July 1981.

Today, America’s Wellness Coach splits her time between her B&B Inns on Block Island, RI, real estate ventures and home in Fort Myers.

Connect with Ann: http://lawofwellness.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-americas-wellness-coach-ann-law]]>2222influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-adam-jason-partner-at-legacy-group--53743608
Learn more: https://legacy-group.co/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-adam-jason-partner-at-legacy-group]]>https://api.spreaker.com/episode/53743608Thu, 04 May 2023 19:07:47 +0000Mike Saunders, MBAAdam Jason is a partner at the alternative investment firm, Legacy Group, and a board member at the Green Coffee Company, Colombia’s largest coffee producer. He is an attorney specializing in corporate finance, governance, securities regulation, and...
Learn more: https://legacy-group.co/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-adam-jason-partner-at-legacy-group]]>1267influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-stefan-von-imhof-co-founder-of-alts--53723035
Learn more: https://alts.co

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-stefan-von-imhof-co-founder-of-alts]]>https://api.spreaker.com/episode/53723035Wed, 03 May 2023 00:14:54 +0000Mike Saunders, MBAStefan lives and breathes asset analysis and valuations. Before co-founding Alts, he created a Due Diligence Service for evaluating website & micro PE deals. In his spare time, he enjoys record collecting and managing his short-term vacation...
Learn more: https://alts.co

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-stefan-von-imhof-co-founder-of-alts]]>1171influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-financial-planner-and-advisor-robert-j-smith-founder-of-smith-profits--53672241
The reason for the urgency was for a 25-year-old to gain immediate access to an advanced planning market that was dominated by gray-haired senior financial advisors. This commitment to education and a healthy commitment to prospecting and gaining referrals provided Smith with the opportunity to gain Ford, General Motors, and Chrysler as clients.

Robert completed his Accredited Asset Management Specialist (AAMS) designation with the College for Financial Planning while with New York Life. As a perennial Million Dollar Round Table MDRTâ qualifier, Robert was part of the New York Life team which led the MDRT for the fiftieth consecutive year. Robert’s name is enshrined in a plaque on the wall of the New York Life Building located on Madison Avenue.

Robert taught the Certified Financial Planner CFP curriculum to financial advisors, bankers, accountants, attorneys, and others at Oglethorpe University. Robert also served as a Princeton Review Instructor.

After becoming the #1 producing branch manager nationwide for BankAtlantic/BB&T, Smith became the #1 producing agent for Mutual of New York (MONY)/AXA worldwide.

https://www.RobertJSmith.com

Over his five-decades-long financial services career, Robert has consistently ranked in the top 1% worldwide in insurance and financial services production. He shares his proven storytelling methods, persuasive writing techniques, and sales closing style with professionals through public speaking and private consulting to assure their success.

https://www.RobertJSmithProductions.com

In addition to being licensed as a Series 7 and Series 63 General Securities Representative, Robert was also licensed as a Registered Investment Advisor (RIA). Smith is also licensed as a Life, Health, and Variable Annuities Agent and was a Licensed Insurance Counselor (LIC) which qualified him to testify in Michigan Courts as an Expert Witness. Robert was also a licensed Mortgage Broker and currently holds a Real Estate agent’s license.

Smith consulted with a Tampa firm that never had a single mortgage broker earn over $100,000.00 per year. Within six months of working with Robert, every broker had earned in excess of $150,000.00 in commissions.

In a career that spans five decades, Robert is the only financial advisor in the United States who has earned the CLU, ChFC, LIC, CCCC, RIA, AAMSÒ, CMP, and CMPS professional designations while leading both a financial services giant and a banking giant in sales production.

After setting numerous production and achievement records at several Fortune 500 Companies, Robert sustained severe spinal cord injuries which resulted in his closing his private practice offices in Atlanta, Sarasota, and Tampa.

While undergoing fourteen surgeries and years of physical rehabilitation, Robert began training for a second career by concurrently earning his Master of Fine Arts (MFA) degree in Creative Writing as Valedictorian at Full Sail University and his Feature Film Writing Degree with Distinction at UCLA. Smith has won Director’s Awards for The Art of Visual Storytelling as well as Editing for Film, Games, and Animation and is a sought-after public speaker.

Robert became an International Best-Selling Author with his contribution to SALES GENIUS #1ã which was the #1 Amazon Best-Seller in Sales Techniques both in the USA and in the UK while The Wolf of Wall Street, Jordan Belfort’s book on sales was # 2 in both rankings. Smith has also written THE ADVENTURES OF INSURANCEMAN THE LOAN ARRANGER, REAL ESTATE WOMAN, and SHORT ATTENTION SPAN DAN. https://www.amazon.com/Robert-J-Smith/e/B07H38GYF1

THE ADVENTURES OF INSURANCEMAN provided Robert with his single largest commission to date when he earned $110,000.00 with The Equitable on an estate planning case that was closed due to this story.

THE ADVENTURES OF INSURANCEMAN is available on Amazon for single use and may be licensed and customized for use by licensed insurance agents to increase sales production and persistency.

https://www.amazon.com/ADVENTURES-INSURANCEMAN-ROBERT-J-SMITH-ebook/dp/B07H3D2TY5?ref_=ast_sto_dp

Robert has been featured on ABC, CBS, FOX, NBC, The CW Network, and The Golf Channel.

He has consistently ranked in the top 1% of the Internet Movie Database (IMDb). Robert is also a Forbes Business Council Member and Contributor.

https://www.IMDb.Me/RobertJSmith

Robert has raised millions of dollars for charity through his financial advisory practice and personal efforts.

Robert J. Smith, MFA may be reached at Robert@RobertJSmith.com and at (407) 508-0200 for a fifteen-minute consultation at no charge to show you how you can increase sales production, revenues, and profits.

Learn more: https://smithprofits.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-financial-planner-and-advisor-robert-j-smith-founder-of-smith-profits]]>https://api.spreaker.com/episode/53672241Thu, 27 Apr 2023 23:33:01 +0000Mike Saunders, MBATo begin his career, Robert became the fastest agent in the history of the John Hancock Companies to complete The American College’s four-year Certified Life Underwriter (CLU)Ò and Chartered Financial Consultant (ChFC) designation programs. Both were...
The reason for the urgency was for a 25-year-old to gain immediate access to an advanced planning market that was dominated by gray-haired senior financial advisors. This commitment to education and a healthy commitment to prospecting and gaining referrals provided Smith with the opportunity to gain Ford, General Motors, and Chrysler as clients.

Robert completed his Accredited Asset Management Specialist (AAMS) designation with the College for Financial Planning while with New York Life. As a perennial Million Dollar Round Table MDRTâ qualifier, Robert was part of the New York Life team which led the MDRT for the fiftieth consecutive year. Robert’s name is enshrined in a plaque on the wall of the New York Life Building located on Madison Avenue.

Robert taught the Certified Financial Planner CFP curriculum to financial advisors, bankers, accountants, attorneys, and others at Oglethorpe University. Robert also served as a Princeton Review Instructor.

After becoming the #1 producing branch manager nationwide for BankAtlantic/BB&T, Smith became the #1 producing agent for Mutual of New York (MONY)/AXA worldwide.

https://www.RobertJSmith.com

Over his five-decades-long financial services career, Robert has consistently ranked in the top 1% worldwide in insurance and financial services production. He shares his proven storytelling methods, persuasive writing techniques, and sales closing style with professionals through public speaking and private consulting to assure their success.

https://www.RobertJSmithProductions.com

In addition to being licensed as a Series 7 and Series 63 General Securities Representative, Robert was also licensed as a Registered Investment Advisor (RIA). Smith is also licensed as a Life, Health, and Variable Annuities Agent and was a Licensed Insurance Counselor (LIC) which qualified him to testify in Michigan Courts as an Expert Witness. Robert was also a licensed Mortgage Broker and currently holds a Real Estate agent’s license.

Smith consulted with a Tampa firm that never had a single mortgage broker earn over $100,000.00 per year. Within six months of working with Robert, every broker had earned in excess of $150,000.00 in commissions.

In a career that spans five decades, Robert is the only financial advisor in the United States who has earned the CLU, ChFC, LIC, CCCC, RIA, AAMSÒ, CMP, and CMPS professional designations while leading both a financial services giant and a banking giant in sales production.

After setting numerous production and achievement records at several Fortune 500 Companies, Robert sustained severe spinal cord injuries which resulted in his closing his private practice offices in Atlanta, Sarasota, and Tampa.

While undergoing fourteen surgeries and years of physical rehabilitation, Robert began training for a second career by concurrently earning his Master of Fine Arts (MFA) degree in Creative Writing as Valedictorian at Full Sail University and his Feature Film Writing Degree with Distinction at UCLA. Smith has won Director’s Awards for The Art of Visual Storytelling as well as Editing for Film, Games, and Animation and is a sought-after public speaker.

Robert became an International Best-Selling Author with his contribution to SALES GENIUS #1ã which was the #1 Amazon Best-Seller in Sales Techniques both in the USA and in the UK while The Wolf of Wall Street, Jordan...]]>1207influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-justin-moy-real-estate-investor-with-realm-investors--53640642
Through that experience I realized there was a difference between being rich and being wealthy. I started to look for ways to turn my high transactional income into long-term wealth so I could start to buy back my time.

When I learned about apartment syndications, everything clicked for me. It provided a significantly quicker time to large financial returns than investing in SFHs, it provided a truly passive form of real estate investing, and it provided the ability to leverage the knowledge and time of industry experts.

After I discovered this niche in passive real estate investing, I dove in with both feet, now doing everything I can to spread the word about this investing type because I truly believe if all career-driven professionals understood it and knew about it, there isn’t anyone who wouldn’t participate.

Learn more: https://www.thedefinitiveguidebook.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-justin-moy-real-estate-investor-with-realm-investors]]>https://api.spreaker.com/episode/53640642Tue, 25 Apr 2023 12:14:01 +0000Mike Saunders, MBAI’ve been in real estate as a career my entire professional life. I started out selling single-family homes in the 3rd most competitive market in the country. I was able to become a top producer within my 2nd year at the largest firm in the area....
Through that experience I realized there was a difference between being rich and being wealthy. I started to look for ways to turn my high transactional income into long-term wealth so I could start to buy back my time.

When I learned about apartment syndications, everything clicked for me. It provided a significantly quicker time to large financial returns than investing in SFHs, it provided a truly passive form of real estate investing, and it provided the ability to leverage the knowledge and time of industry experts.

After I discovered this niche in passive real estate investing, I dove in with both feet, now doing everything I can to spread the word about this investing type because I truly believe if all career-driven professionals understood it and knew about it, there isn’t anyone who wouldn’t participate.

Learn more: https://www.thedefinitiveguidebook.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-justin-moy-real-estate-investor-with-realm-investors]]>1198influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-jay-winestein-founder-of-deepdive-retirement-discussing-potential-retirement-pitfalls--53605334
Learn More: https://www.deepdiveretirement.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-jay-winestein-founder-of-deepdive-retirement-discussing-potential-retirement-pitfalls]]>https://api.spreaker.com/episode/53605334Fri, 21 Apr 2023 14:42:47 +0000Mike Saunders, MBAJay Winestein helps retirees get more income using several powerful and time-tested strategies. His unique message, based on his years in the small business pension space, uses the same actuarial (pension) tables and calculations that large corporate...
Learn More: https://www.deepdiveretirement.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-jay-winestein-founder-of-deepdive-retirement-discussing-potential-retirement-pitfalls]]>1380influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-mark-rodgers-entrepreneur-founder-and-president-of-trailstone-insurance-group--53588757
Mark’s honesty, integrity, and thoughtful leadership have earned him respect from colleagues and clients alike.

For Mark, his priorities in life are clear – he puts God, family, and work in that order. While he takes his work seriously, he also knows how to enjoy life to the fullest. An avid skier, Mark takes advantage of the beautiful Colorado climate for year-round outdoor activities. Mark and his wife Beth aspire to undertake the Great Loop, a popular boating route that takes travelers on a 6,000-mile journey around the eastern United States. Their two pups, Ellie and Remi, accompany them on their many adventures.

Mark grew up in California before moving to Colorado in 1991 to pursue his passion for skiing. He later lived in Maui where he worked as a scuba instructor, adding to his love for adventure and the outdoors. Today, Mark continues to pursue his passions while building his business and serving his clients with the utmost care and dedication.

Learn more: https://trailstoneinsurancegroup.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-mark-rodgers-entrepreneur-founder-and-president-of-trailstone-insurance-group]]>https://api.spreaker.com/episode/53588757Wed, 19 Apr 2023 23:30:31 +0000Mike Saunders, MBAMark Rodgers is an accomplished entrepreneur, founder, and president of Trailstone Insurance Group. He has a wealth of business ownership experience and entered the insurance industry in 2011, quickly earning a reputation for his client-centric...
Mark’s honesty, integrity, and thoughtful leadership have earned him respect from colleagues and clients alike.

For Mark, his priorities in life are clear – he puts God, family, and work in that order. While he takes his work seriously, he also knows how to enjoy life to the fullest. An avid skier, Mark takes advantage of the beautiful Colorado climate for year-round outdoor activities. Mark and his wife Beth aspire to undertake the Great Loop, a popular boating route that takes travelers on a 6,000-mile journey around the eastern United States. Their two pups, Ellie and Remi, accompany them on their many adventures.

Mark grew up in California before moving to Colorado in 1991 to pursue his passion for skiing. He later lived in Maui where he worked as a scuba instructor, adding to his love for adventure and the outdoors. Today, Mark continues to pursue his passions while building his business and serving his clients with the utmost care and dedication.

Learn more: https://trailstoneinsurancegroup.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-mark-rodgers-entrepreneur-founder-and-president-of-trailstone-insurance-group]]>1399influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-leslie-anne-morris-owner-of-invest-in-the-smoky-mountains--53526579
From the minute she closed on her first investment cabin in 2019, she knew she had made the right choice. The cash flow allowed her to rapidly scale her portfolio to double digits and a value of $7 million in less than three years. Besides that, Leslie fell in love with Tennessee and moved there in 2020. She quickly founded two sister companies; a property acquisition company, Invest in the Smoky Mountains, and Josh’s Cabins Management, a full-service property management company. Her one-stop shop allows out-of-state investors an opportunity to create passive income by offering concierge-style service to guests without the hassle of self-management.

She travels extensively throughout the United States as a highly sought-after motivational speaker focusing on the incredibly lucrative short-term rental asset class. Recognizing the lack of women real estate investors, Leslie has made it her mission to be a driving force to empower women to begin real estate investing. She aims to empower 1,000 women to become millionaires by investing in short-term rentals. She has been featured on ABC, NBC, Fox, and CBS networks. In addition, she is a popular guest on highly-rated real estate podcasts and most recently was highlighted by the Tennessee Department of Tourism Board.

Learn more: https://leslieannemorris.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-leslie-anne-morris-owner-of-invest-in-the-smoky-mountains]]>https://api.spreaker.com/episode/53526579Thu, 13 Apr 2023 16:00:10 +0000Mike Saunders, MBALeslie Anne Morris began her Smoky Mountain investing journey while earning her MBA at the University of Southern California and working in Los Angeles as a commercial banker. For over twenty years, Leslie helped high-profile clients like SpaceX and...
From the minute she closed on her first investment cabin in 2019, she knew she had made the right choice. The cash flow allowed her to rapidly scale her portfolio to double digits and a value of $7 million in less than three years. Besides that, Leslie fell in love with Tennessee and moved there in 2020. She quickly founded two sister companies; a property acquisition company, Invest in the Smoky Mountains, and Josh’s Cabins Management, a full-service property management company. Her one-stop shop allows out-of-state investors an opportunity to create passive income by offering concierge-style service to guests without the hassle of self-management.

She travels extensively throughout the United States as a highly sought-after motivational speaker focusing on the incredibly lucrative short-term rental asset class. Recognizing the lack of women real estate investors, Leslie has made it her mission to be a driving force to empower women to begin real estate investing. She aims to empower 1,000 women to become millionaires by investing in short-term rentals. She has been featured on ABC, NBC, Fox, and CBS networks. In addition, she is a popular guest on highly-rated real estate podcasts and most recently was highlighted by the Tennessee Department of Tourism Board.

Learn more: https://leslieannemorris.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-leslie-anne-morris-owner-of-invest-in-the-smoky-mountains]]>1404influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-taliya-bashani-real-estate-attorney-negotiation-expert-and-founder-of-tab-law-firm-discussing-pre-market-prep-for-listin--53526526
You can connect with Taliya directly at https://www.tali360.com

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-taliya-bashani-real-estate-attorney-negotiation-expert-and-founder-of-tab-law-firm-discussing-pre-market-prep-for-listings]]>https://api.spreaker.com/episode/53526526Thu, 13 Apr 2023 15:52:52 +0000Mike Saunders, MBATaliya Bashani Esq. is a real estate attorney and negotiation expert who specializes in residential real estate representing buyers, sellers, and developers in NYC and FL. She started TAB Law Firm PC, her law practice, 15 years ago and has closed over...
You can connect with Taliya directly at https://www.tali360.com

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-taliya-bashani-real-estate-attorney-negotiation-expert-and-founder-of-tab-law-firm-discussing-pre-market-prep-for-listings]]>1519influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-taliya-bashani-real-estate-attorney-negotiation-expert-and-founder-of-tab-law-firm-discussing-closing-the-deal--53506806
You can connect with Taliya directly at https://www.tali360.com

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-taliya-bashani-real-estate-attorney-negotiation-expert-and-founder-of-tab-law-firm-discussing-closing-the-deal]]>https://api.spreaker.com/episode/53506806Tue, 11 Apr 2023 19:47:10 +0000Mike Saunders, MBATaliya Bashani Esq. is a real estate attorney and negotiation expert who specializes in residential real estate representing buyers, sellers, and developers in NYC and FL. She started TAB Law Firm PC, her law practice, 15 years ago and has closed over...
You can connect with Taliya directly at https://www.tali360.com

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-taliya-bashani-real-estate-attorney-negotiation-expert-and-founder-of-tab-law-firm-discussing-closing-the-deal]]>1848influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-phoebe-yu-and-kat-dey-co-founders-of-ettitude--53473467
While running two global textile companies, Phoebe Yu realized that textiles is the #2 most polluting industry in the world, and contributes 10% of global CO2 emissions. With her vision of revolutionizing the textile industry, she spent years on research & development, testing materials, weaving and dying techniques to finally perfect and launch ettitude’s innovative CleanBamboo® fabric in 2014. The CleanBamboo® lyocell manufacturing process is a clean alternative to the chemical- and resource-intensive viscose, cotton, silk and cashmere.

Phoebe applied this new technology to the home goods market and launched ettitude’s signature bedding line made with CleanBamboo®.

Kat Dey, a serial entrepreneur and executive, named one of “35 People to Watch”, met Phoebe online. Prior to ettitude, Dey had a decade of experience scaling mission-driven brands and was on the hunt for “the next big thing”. After sleeping on ettitude sheets and “having the best sleep of her life”, Kat decided to join ettitude as cofounder in 2018 to help scale the company.

The brand grew, and customers asked for more products made from ettitude’s patented non-toxic, buttery soft, breathable and moisture-wicking fabrics. Today, ettitude designs and manufactures bedding, towels, apparel and accessories.

ettitude was named an Inc. 5000 fastest-growing private company in America in both 2020 & 2021, and won the prestigious Real Leaders 2022 Impact Awards (alongside Tesla and Patagonia) and was listed #22 in the 2022 MO Summit’s Impact List.

ettitude is a certified B Corp, Climate Neutral, and member of 1% For The Planet.

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

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-phoebe-yu-and-kat-dey-co-founders-of-ettitude]]>https://api.spreaker.com/episode/53473467Fri, 07 Apr 2023 18:52:10 +0000Mike Saunders, MBAPhoebe Yu and Kat Dey are the co-founders of ettitude, an award-winning next-gen materials company innovating eco-textiles to fight climate change. While running two global textile companies, Phoebe Yu realized that textiles is the #2 most polluting...
While running two global textile companies, Phoebe Yu realized that textiles is the #2 most polluting industry in the world, and contributes 10% of global CO2 emissions. With her vision of revolutionizing the textile industry, she spent years on research & development, testing materials, weaving and dying techniques to finally perfect and launch ettitude’s innovative CleanBamboo® fabric in 2014. The CleanBamboo® lyocell manufacturing process is a clean alternative to the chemical- and resource-intensive viscose, cotton, silk and cashmere.

Phoebe applied this new technology to the home goods market and launched ettitude’s signature bedding line made with CleanBamboo®.

Kat Dey, a serial entrepreneur and executive, named one of “35 People to Watch”, met Phoebe online. Prior to ettitude, Dey had a decade of experience scaling mission-driven brands and was on the hunt for “the next big thing”. After sleeping on ettitude sheets and “having the best sleep of her life”, Kat decided to join ettitude as cofounder in 2018 to help scale the company.

The brand grew, and customers asked for more products made from ettitude’s patented non-toxic, buttery soft, breathable and moisture-wicking fabrics. Today, ettitude designs and manufactures bedding, towels, apparel and accessories.

ettitude was named an Inc. 5000 fastest-growing private company in America in both 2020 & 2021, and won the prestigious Real Leaders 2022 Impact Awards (alongside Tesla and Patagonia) and was listed #22 in the 2022 MO Summit’s Impact List.

ettitude is a certified B Corp, Climate Neutral, and member of 1% For The Planet.

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

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-phoebe-yu-and-kat-dey-co-founders-of-ettitude]]>1059influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-chris-mirabile-founder-ceo-of-novos--53472960
Chris’ interest in health began when he was 12 and evolved into a passion after he was cured of a brain tumor when he was 16. Chris has researched and integrated longevity practices and interventions into his life for more than ten years, has achieved a biological age 13.6 years younger than his chronological age, and according to epigenetic tests like DunedInPACE, is aging 31% slower biologically than chronologically.

Learn More: https://novoslabs.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-chris-mirabile-founder-ceo-of-novos]]>https://api.spreaker.com/episode/53472960Fri, 07 Apr 2023 17:29:39 +0000Mike Saunders, MBAChris Mirabile graduated from NYU Stern School of Business and later won their business plan competition with his startup company, Hotlist, a location-based social network that scaled to 220 million people’s social plans. Chris has launched multiple...
Chris’ interest in health began when he was 12 and evolved into a passion after he was cured of a brain tumor when he was 16. Chris has researched and integrated longevity practices and interventions into his life for more than ten years, has achieved a biological age 13.6 years younger than his chronological age, and according to epigenetic tests like DunedInPACE, is aging 31% slower biologically than chronologically.

Learn More: https://novoslabs.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-chris-mirabile-founder-ceo-of-novos]]>972influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-mark-myers-founder-of-peak-profit-solutions--53472886
Most individuals that sell highly appreciated assets do not know that they can significantly reduce or eliminate their capital gains tax if the sale is structured properly.

Most high-income earning W-2 employees do not know they can reduce or eliminate their tax with special, government-approved programs.

We help our clients accomplish all of the above WITHOUT replacing their CPA or Investment Advisor(s).

We also DO NOT provide standard depreciation, expense-related, or tax deferral advice.

We bring highly experienced and skilled tax attorneys, accountants, and business strategists to the table to work with you.

We have helped thousands of individuals significantly and permanently reduce their annual tax bill to help them better grow their businesses and accelerate their wealth.

Ask us about our Fortune 100 caliber tax savings analysis that can be completed in less than 5 business days. It’s not what you earn, it’s what you keep!

Learn more: https://peakprofitsolutions.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-mark-myers-founder-of-peak-profit-solutions]]>https://api.spreaker.com/episode/53472886Fri, 07 Apr 2023 17:21:25 +0000Mike Saunders, MBAOver 90% of America’s successful small and medium-sized businesses significantly overpay in tax, even if they are working with a highly experienced CPA or accounting firm. Most individuals that sell highly appreciated assets do not know that they can...
Most individuals that sell highly appreciated assets do not know that they can significantly reduce or eliminate their capital gains tax if the sale is structured properly.

Most high-income earning W-2 employees do not know they can reduce or eliminate their tax with special, government-approved programs.

We help our clients accomplish all of the above WITHOUT replacing their CPA or Investment Advisor(s).

We also DO NOT provide standard depreciation, expense-related, or tax deferral advice.

We bring highly experienced and skilled tax attorneys, accountants, and business strategists to the table to work with you.

We have helped thousands of individuals significantly and permanently reduce their annual tax bill to help them better grow their businesses and accelerate their wealth.

Ask us about our Fortune 100 caliber tax savings analysis that can be completed in less than 5 business days. It’s not what you earn, it’s what you keep!

Learn more: https://peakprofitsolutions.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-mark-myers-founder-of-peak-profit-solutions]]>1317influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-taliya-bashani-real-estate-attorney-negotiation-expert-and-founder-of-tab-law-firm-discussing-winning-the-listing-presen--53456256
You can connect with Taliya directly at https://www.tali360.com

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-taliya-bashani-real-estate-attorney-negotiation-expert-and-founder-of-tab-law-firm-discussing-winning-the-listing-presentation]]>https://api.spreaker.com/episode/53456256Wed, 05 Apr 2023 21:49:26 +0000Mike Saunders, MBATaliya Bashani Esq. is a real estate attorney and negotiation expert who specializes in residential real estate representing buyers, sellers , and developers in NYC and FL . She started TAB Law Firm PC, her law practice, 15 years ago and has closed...
You can connect with Taliya directly at https://www.tali360.com

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-taliya-bashani-real-estate-attorney-negotiation-expert-and-founder-of-tab-law-firm-discussing-winning-the-listing-presentation]]>1611influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-whitney-hill-co-founder-and-head-of-business-development-at-snapadu--53418538
Whitney gained a decade of experience working as a management consultant at Bain & Company and as an operations manager for an industrial supply distributor. She was named to San Diego Business Journal’s 40 Top Business Leaders Under Forty in 2022. Whitney earned a bachelor’s degree in Psychology from Yale and an MBA from NYU. She’s the proud mom of a 10-year-old son and an 8-year-old daughter.

Learn more: https://snapadu.com

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-whitney-hill-co-founder-and-head-of-business-development-at-snapadu]]>https://api.spreaker.com/episode/53418538Sun, 02 Apr 2023 15:59:23 +0000Mike Saunders, MBAWhitney Hill is the Co-Founder and Head of Business Development at SnapADU, a general contractor that specializes in accessory dwelling units. The company designs, permits, and builds 50 ADUs a year. Whitney gained a decade of experience working as a...
Whitney gained a decade of experience working as a management consultant at Bain & Company and as an operations manager for an industrial supply distributor. She was named to San Diego Business Journal’s 40 Top Business Leaders Under Forty in 2022. Whitney earned a bachelor’s degree in Psychology from Yale and an MBA from NYU. She’s the proud mom of a 10-year-old son and an 8-year-old daughter.

Learn more: https://snapadu.com

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-whitney-hill-co-founder-and-head-of-business-development-at-snapadu]]>1039influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-tony-zorc-founder-of-upgrade-my-country--53418504
Learn more: http://upgrademycountry.org/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-tony-zorc-founder-of-upgrade-my-country]]>https://api.spreaker.com/episode/53418504Sun, 02 Apr 2023 15:51:24 +0000Mike Saunders, MBATony Zorc is an author, singer/songwriter, and entrepreneur. He is the founder of Upgrade My Country and an independent Presidential Candidate in the 2024 election. Learn more: http://upgrademycountry.org/ Influential Entrepreneurs with Mike...
Learn more: http://upgrademycountry.org/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-tony-zorc-founder-of-upgrade-my-country]]>1083influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-certified-financial-planner-burt-williamson-of-planprep-discussing-tax-planning--53403564
Burt later joined LPL Financial (a large independent broker/dealer) as their Senior Planning Specialist in San Diego in 2004. Over 6,000 advisors from across the country consulted with him about their clients’ complex financial, estate, and business planning matters.

He started PlanPrep in 2006 as a virtual financial firm long before the current trend of serving clients online. Financial advisors from across the country seek out his advice to help them solve their clients’ unique financial challenges.

Now, you can take advantage of his skill set and easy-going demeanor to help you structure your portfolio correctly for your retirement goals.

Burt has helped thousands of people across the country to plan effectively for their financial goals since 1995. Burt and PlanPrep are a Registered Investment Advisor, and Burt is a licensed annuity and insurance agent, which all require him to act as a fiduciary on your behalf. Being a fiduciary means that Burt must always do what is in your best interest. As a firm, PlanPrep always acts with the highest ethical standards.

Burt received an economics degree from Columbia University and an MBA from the University of Connecticut (Go Huskies!).

Burt Williamson grew up in the family business working at his family’s iconic interior decorating business in Old Greenwich, CT. His dad, Fred Williamson, Jr., had the conviction that Burt needed to learn the business from the ground up. His dad had him work with a variety of contractors to learn their unique crafts. This helped Burt refine his design specifications and communication skills.

Applying this same bottom-up learning process to the financial world has enabled him to build his knowledge and skill set for providing exceptional financial advice.

Don’t wait until it’s too late. Take advantage of time and the historically low tax rate, so you can move your forever-taxable money to never-taxable with PlanPrep’s help.

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

California License #0D33315




Licensed Insurance Agent

This content is for informational purposes only.

No guarantees can be made about future performance, and no illustrations or information presented are intended to be a warranty, assurance or guarantee of results that you may expect.

Any analysis results or recommendations are a snapshot of where things stand at a specific point in time and are just to illustrate concepts.

Financial planning requires the use of a variety of assumptions that will vary substantially over time. The rapid change in the movement of the various assumptions makes it essential to update your personal financial plan along with any corresponding recommendations with your team of advisors at least once a year or when major changes occur. Investments described may include actively managed and passive strategies, as well as fixed indexed annuities and cash value life insurance. The actual weightings and characteristics of investments described will vary over time. The value of your investments will fluctuate due to economic, political, market and specific holding events as they occur over time.All aspects of risk and potential loss should be considered before making any investment or insurance purchase decision.

You need to consider your comfort level for loss before and after dramatic drops occur. Non-U.S. stocks and bonds may fluctuate due to the respective country and currency risks, which may work in your favor or against you.

The unstable nature of some governments adds additional risk to investments made in foreign countries, and those investments may be less liquid than U.S. investments.

An index is not available for direct investment, so its performance does not reflect expenses associated with an actual investment you may have.

The use of additional asset classes may help reduce risk, but that objective is not guaranteed. It is your sole responsibility to read all agreements and prospectuses thoroughly before you proceed with any of our services.

PlanPrep and Burt Williamson do not provide tax or legal advice. Any action you take should always be reviewed by your legal and tax advisors before proceeding with any strategy.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-burt-williamson-founder-of-planprep]]>https://api.spreaker.com/episode/53403564Fri, 31 Mar 2023 16:04:32 +0000Mike Saunders, MBABurt Williamson was fortunate to have had the amazing training and talented people at American Express Financial Advisors (now Ameriprise) in Connecticut when he started as a financial planner in 1995. He became a member of the Advanced Advisor Group...
Burt later joined LPL Financial (a large independent broker/dealer) as their Senior Planning Specialist in San Diego in 2004. Over 6,000 advisors from across the country consulted with him about their clients’ complex financial, estate, and business planning matters.

He started PlanPrep in 2006 as a virtual financial firm long before the current trend of serving clients online. Financial advisors from across the country seek out his advice to help them solve their clients’ unique financial challenges.

Now, you can take advantage of his skill set and easy-going demeanor to help you structure your portfolio correctly for your retirement goals.

Burt has helped thousands of people across the country to plan effectively for their financial goals since 1995. Burt and PlanPrep are a Registered Investment Advisor, and Burt is a licensed annuity and insurance agent, which all require him to act as a fiduciary on your behalf. Being a fiduciary means that Burt must always do what is in your best interest. As a firm, PlanPrep always acts with the highest ethical standards.

Burt received an economics degree from Columbia University and an MBA from the University of Connecticut (Go Huskies!).

Burt Williamson grew up in the family business working at his family’s iconic interior decorating business in Old Greenwich, CT. His dad, Fred Williamson, Jr., had the conviction that Burt needed to learn the business from the ground up. His dad had him work with a variety of contractors to learn their unique crafts. This helped Burt refine his design specifications and communication skills.

Applying this same bottom-up learning process to the financial world has enabled him to build his knowledge and skill set for providing exceptional financial advice.

Don’t wait until it’s too late. Take advantage of time and the historically low tax rate, so you can move your forever-taxable money to never-taxable with PlanPrep’s help.

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

California License #0D33315




Licensed Insurance Agent

This content is for informational purposes only.

No guarantees can be made about future performance, and no illustrations or information presented are intended to be a warranty, assurance or guarantee of results that you may expect.

Any analysis results or recommendations are a snapshot of where things stand at a specific point in time and are just to illustrate concepts.

Financial planning requires the use of a variety of assumptions that will vary substantially over time. The rapid change in the movement of the various assumptions makes it essential to update your personal financial plan along with any corresponding recommendations with your team of advisors at least once a year or when major changes occur. Investments described may include actively managed and passive strategies, as well as fixed indexed annuities and cash value life insurance. The actual weightings and characteristics of investments described will vary over time. The value of your investments will fluctuate due to economic, political, market and specific holding events as they occur over time.All aspects of risk and potential loss should be considered before making any investment or insurance purchase...]]>1502influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-taliya-bashani-ceo-of-tab-law-firm-discussing-listing-mastery--53402723
You can connect with Taliya directly at https://www.tali360.com

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-taliya-bashani-ceo-of-tab-law-firm-discussing-listing-mastery]]>https://api.spreaker.com/episode/53402723Fri, 31 Mar 2023 15:03:13 +0000Mike Saunders, MBATaliya Bashani Esq. is a real estate attorney and negotiation expert who specializes in residential real estate representing buyers, sellers, and developers in NYC and FL. She started TAB Law Firm PC, her law practice, 15 years ago and has closed over...
You can connect with Taliya directly at https://www.tali360.com

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-taliya-bashani-ceo-of-tab-law-firm-discussing-listing-mastery]]>1592influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-erin-botsford-creator-of-the-elite-advisor-success-system--53394730Having spent 31 years in the financial services business and achieving at the highest levels (Barron’s Top 100 in all categories: Independent, Advisor, and Women), Erin sold her business in 2017 in a successful exit – a step most advisors would like to achieve at the end of their careers.

Today, she is the creator of the Elite Advisor Success System™ – a training program that teaches advisors how to quickly grow their businesses exponentially and build firms that have all the elements needed for a future succession or exit. Her program delivers the 5 keys to business success in easy-to-understand modules.

In less than six months, advisors can learn what might otherwise take them decades to figure out on their own. Erin believes in the power of modeling and allows advisors to simply copy her success blueprint to achieve results quickly.

Learn more: https://erinbotsford.com

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-erin-botsford-creator-of-the-elite-advisor-success-system]]>https://api.spreaker.com/episode/53394730Thu, 30 Mar 2023 19:19:01 +0000Mike Saunders, MBAErin Botsford, CFP® is The Advisor Authority™ Having spent 31 years in the financial services business and achieving at the highest levels (Barron’s Top 100 in all categories: Independent, Advisor, and Women), Erin sold her business in 2017 in a...Having spent 31 years in the financial services business and achieving at the highest levels (Barron’s Top 100 in all categories: Independent, Advisor, and Women), Erin sold her business in 2017 in a successful exit – a step most advisors would like to achieve at the end of their careers.

Today, she is the creator of the Elite Advisor Success System™ – a training program that teaches advisors how to quickly grow their businesses exponentially and build firms that have all the elements needed for a future succession or exit. Her program delivers the 5 keys to business success in easy-to-understand modules.

In less than six months, advisors can learn what might otherwise take them decades to figure out on their own. Erin believes in the power of modeling and allows advisors to simply copy her success blueprint to achieve results quickly.

Learn more: https://erinbotsford.com

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-erin-botsford-creator-of-the-elite-advisor-success-system]]>1657influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-jonathan-baktari-md-ceo-of-e7-health-and-us-drug-test-centers--53394650
Dr. Baktari was formerly the Medical Director of The Valley Health Systems, Anthem Blue Cross Blue Shield, and Culinary Health Fund. He also served as clinical faculty for several medical schools, including the University of Nevada and Touro University.

Learn more: https://jonathanbaktarimd.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-jonathan-baktari-md-ceo-of-e7-health-and-us-drug-test-centers]]>https://api.spreaker.com/episode/53394650Thu, 30 Mar 2023 19:08:30 +0000Mike Saunders, MBAJonathan Baktari MD brings over 20 years of clinical, administrative, and entrepreneurial experience. He has been a triple board-certified physician with specialties in internal medicine, pulmonary, and critical care medicine. Dr. Baktari was...
Dr. Baktari was formerly the Medical Director of The Valley Health Systems, Anthem Blue Cross Blue Shield, and Culinary Health Fund. He also served as clinical faculty for several medical schools, including the University of Nevada and Touro University.

Learn more: https://jonathanbaktarimd.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-jonathan-baktari-md-ceo-of-e7-health-and-us-drug-test-centers]]>1595influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-michael-rozbruch-founder-of-roz-strategies-a-tax-resolution-focused-coaching-company--53382260
Michael is a nationally recognized entrepreneur and is the founder of Roz Strategies®, a coaching and training services company that helps CPAs, Enrolled Agents, and Attorneys build highly profitable practices through proven marketing and sales systems and strategies. But he doesn’t stop there. He also coaches on managing the client relationship and knows firsthand how a best practice IRS Representation business should be run and operated.

Learn more: https://www.rozstrategies.com/summit

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-michael-rozbruch-founder-of-roz-strategies-a-tax-resolution-focused-coaching-company]]>https://api.spreaker.com/episode/53382260Wed, 29 Mar 2023 18:54:54 +0000Mike Saunders, MBAMichael Rozbruch is a pioneer in the tax resolution industry and has a proven “in-the-trenches” track record as evidenced by accumulating 168 month-over-month consecutive revenue growth culminating in $23 million in revenue in just one year alone....
Michael is a nationally recognized entrepreneur and is the founder of Roz Strategies®, a coaching and training services company that helps CPAs, Enrolled Agents, and Attorneys build highly profitable practices through proven marketing and sales systems and strategies. But he doesn’t stop there. He also coaches on managing the client relationship and knows firsthand how a best practice IRS Representation business should be run and operated.

Learn more: https://www.rozstrategies.com/summit

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-michael-rozbruch-founder-of-roz-strategies-a-tax-resolution-focused-coaching-company]]>1277influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-charles-carillo-managing-partner-of-harborside-partners-and-host-of-the-global-investors-podcast--53327309
In addition to being an active investor; Charles passively invests in many different asset classes including; commercial real estate, ATMs, and early-stage technology and agriculture (AgTech) startups.

Charles oversees all acquisitions, investor relations, and strategic partnerships at Harborside Partners. He is also the host of the popular podcast, “Global Investors,” where Charles interviews successful real estate investors in addition to his weekly strategy episodes.

Before launching Harborside Partners, Charles co-founded an online payment processing company that has since processed over $1 Billion in payments for clients in 5 continents across the globe.

Charles is an Eagle Scout and holds a Bachelor’s Degree from Central Connecticut State University.

Learn more: https://harborsidepartners.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-charles-carillo-managing-partner-of-harborside-partners-and-host-of-the-global-investors-podcast]]>https://api.spreaker.com/episode/53327309Fri, 24 Mar 2023 18:11:21 +0000Mike Saunders, MBACharles Carillo is the founder and managing partner of Harborside Partners. He has been actively involved in over $200 million worth of real estate transactions since 2006 and carries extensive knowledge in renovating and repositioning multifamily and...
In addition to being an active investor; Charles passively invests in many different asset classes including; commercial real estate, ATMs, and early-stage technology and agriculture (AgTech) startups.

Charles oversees all acquisitions, investor relations, and strategic partnerships at Harborside Partners. He is also the host of the popular podcast, “Global Investors,” where Charles interviews successful real estate investors in addition to his weekly strategy episodes.

Before launching Harborside Partners, Charles co-founded an online payment processing company that has since processed over $1 Billion in payments for clients in 5 continents across the globe.

Charles is an Eagle Scout and holds a Bachelor’s Degree from Central Connecticut State University.

Learn more: https://harborsidepartners.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-charles-carillo-managing-partner-of-harborside-partners-and-host-of-the-global-investors-podcast]]>1167influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-vivian-garcia-tunon-founder-of-vgt-people-advisory--53327198
Now, Vivian works with senior executives and founders to create and design differently. She works with leaders, teams, and organizations individually and collectively to maximize impact and create sustainable change.

Vivian brings years of experience in executive coaching, as well as a successful career as a Human Resources leader within financial services, private equity, and investment banking. She’s an expert in all things related to talent (acquisition, performance, and teams), growth including mergers & acquisitions, and diversity. Throughout her career, she built high-performing teams in fast-paced growth organizations.

Vivian earned a B.S. in Business Administration from Fordham University. In addition, she has done extensive studying in Organizational Cultures & Design, Leadership, and Change Management. She also has received certifications in Applied Positive Psychology, Coaching, and various assessment tools.

Learn more: https://www.vgtpeopleadvisory.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-vivian-garcia-tunon-founder-of-vgt-people-advisory]]>https://api.spreaker.com/episode/53327198Fri, 24 Mar 2023 17:59:33 +0000Mike Saunders, MBAVivian Garcia-Tunon founded VGT People Advisory to partner with aspiring leaders that create companies differently. She supports leaders to develop their authentic leadership style in becoming more human, compassionate, and intentional by doing so...
Now, Vivian works with senior executives and founders to create and design differently. She works with leaders, teams, and organizations individually and collectively to maximize impact and create sustainable change.

Vivian brings years of experience in executive coaching, as well as a successful career as a Human Resources leader within financial services, private equity, and investment banking. She’s an expert in all things related to talent (acquisition, performance, and teams), growth including mergers & acquisitions, and diversity. Throughout her career, she built high-performing teams in fast-paced growth organizations.

Vivian earned a B.S. in Business Administration from Fordham University. In addition, she has done extensive studying in Organizational Cultures & Design, Leadership, and Change Management. She also has received certifications in Applied Positive Psychology, Coaching, and various assessment tools.

Learn more: https://www.vgtpeopleadvisory.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-vivian-garcia-tunon-founder-of-vgt-people-advisory]]>1066influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-eunicia-peret-ceo-of-the-empowered-financial-planner-discussing-exit-planning-for-business-owners--53302454
Her passion is to help multi 6 and 7-figure individuals optimize their wealth-creation efforts by empowering them to leverage wealth-creating strategies that go beyond 401(k)s, IRAs, and other typical savings accounts to minimize taxes, maximize growth & increase income in retirement.

Based on serving hundreds of clients, Eunicia is a strong believer that those that don’t have a personalized and holistic financial strategy will only get a fraction of the results.

Eunicia’s Wealth Freedom Formula is a customized hands-on financial consulting program offering end-to-end wealth optimization strategies that have historically only been leveraged by the ultra-wealthy. The tried-and-true personalized approach has delivered significant bottom-line improvements to hundreds of clients because it leverages a quarterback approach to ensure the client’s financial team is working in unison to minimize financial leakage.

Eunicia is a huge believer in empowering her clients with the tips, tricks, and know-how to grow and protect their money in a way that aligns with the client’s values and beliefs.

In addition to managing her own business, Eunicia serves as a strategic advisor to several business-oriented and female leader groups.

Learn More: https://www.empoweredfinancialplanner.com/pitfalls

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-eunicia-peret-ceo-of-the-empowered-financial-planner-discussing-exit-planning-for-business-owners]]>https://api.spreaker.com/episode/53302454Wed, 22 Mar 2023 20:48:41 +0000Mike Saunders, MBAEunicia is an accomplished wealth strategist and business owner with over 15 years of experience in the financial services industry. Eunicia honed her expertise by delivering significant financial improvements to the bottom line of Fortune 500...
Her passion is to help multi 6 and 7-figure individuals optimize their wealth-creation efforts by empowering them to leverage wealth-creating strategies that go beyond 401(k)s, IRAs, and other typical savings accounts to minimize taxes, maximize growth & increase income in retirement.

Based on serving hundreds of clients, Eunicia is a strong believer that those that don’t have a personalized and holistic financial strategy will only get a fraction of the results.

Eunicia’s Wealth Freedom Formula is a customized hands-on financial consulting program offering end-to-end wealth optimization strategies that have historically only been leveraged by the ultra-wealthy. The tried-and-true personalized approach has delivered significant bottom-line improvements to hundreds of clients because it leverages a quarterback approach to ensure the client’s financial team is working in unison to minimize financial leakage.

Eunicia is a huge believer in empowering her clients with the tips, tricks, and know-how to grow and protect their money in a way that aligns with the client’s values and beliefs.

In addition to managing her own business, Eunicia serves as a strategic advisor to several business-oriented and female leader groups.

Learn More: https://www.empoweredfinancialplanner.com/pitfalls

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-eunicia-peret-ceo-of-the-empowered-financial-planner-discussing-exit-planning-for-business-owners]]>1437influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-taliya-bashani-real-estate-attorney-negotiation-expert-and-founder-of-tab-law-firm-discussing-her-book-win-the-listing--53302110
She has worked with some of the top real estate agents including agents from Million Dollar Listing NY and has made a name for herself within the real estate industry. She is known to be a dealmaker, not a deal breaker.

Taliya is a philanthropist who volunteers at summer camps for children with needs and teaches youth programs to inspire kids to follow their passions and live their dreams.

You can connect with Taliya directly at https://www.tali360.com

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-taliya-bashani-real-estate-attorney-negotiation-expert-and-founder-of-tab-law-firm-discussing-her-book-win-the-listing]]>https://api.spreaker.com/episode/53302110Wed, 22 Mar 2023 20:13:41 +0000Mike Saunders, MBATaliya Bashani Esq. is a real estate attorney and negotiation expert who specializes in residential real estate representing buyers, sellers, and developers in NYC and FL. She started TAB Law Firm PC, her law practice, 15 years ago and has closed over...
She has worked with some of the top real estate agents including agents from Million Dollar Listing NY and has made a name for herself within the real estate industry. She is known to be a dealmaker, not a deal breaker.

Taliya is a philanthropist who volunteers at summer camps for children with needs and teaches youth programs to inspire kids to follow their passions and live their dreams.

You can connect with Taliya directly at https://www.tali360.com

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-taliya-bashani-real-estate-attorney-negotiation-expert-and-founder-of-tab-law-firm-discussing-her-book-win-the-listing]]>1566influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-alec-hudnut-managing-partner-at-vici-partners--53270901
At Vici, he focuses on growing clients’ earnings by 25% within 24 months. Before Vici, he was an executive at Green Dot Corp. and ran their $550M prepaid card business. Before Green Dot, Alec was CEO of EvoRetail, a scanner manufacturer and visual pattern recognition technology company.

Alec also served as CEO of Evolution Robotics, a robotics hardware and software company. He also served as CEO of University Access, an education technology company recognized by the Smithsonian as one of the first inventors of Internet learning. Alec was also a consultant at McKinsey & Co., and an investment banker at Goldman, Sachs & Co. At McKinsey and Goldman Sachs, Alec focused on the oil and gas and petrochemical industries, serving both US and Latin American clients.

Alec earned his MBA from Harvard Business School and his undergraduate degree at the University of North Carolina at Chapel Hill where he was a Morehead Scholar. He holds five software and systems patents. Alec lives in Los Angeles and is married with three children.

Learn more: https://www.vicipartners.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-alec-hudnut-managing-partner-at-vici-partners]]>https://api.spreaker.com/episode/53270901Mon, 20 Mar 2023 20:46:23 +0000Mike Saunders, MBAAlec Hudnut has over 30 years of experience in executive-level management and strategic consulting. He is Managing Partner at Vici Partners, an earnings growth consulting firm. At Vici, he focuses on growing clients’ earnings by 25% within 24 months....
At Vici, he focuses on growing clients’ earnings by 25% within 24 months. Before Vici, he was an executive at Green Dot Corp. and ran their $550M prepaid card business. Before Green Dot, Alec was CEO of EvoRetail, a scanner manufacturer and visual pattern recognition technology company.

Alec also served as CEO of Evolution Robotics, a robotics hardware and software company. He also served as CEO of University Access, an education technology company recognized by the Smithsonian as one of the first inventors of Internet learning. Alec was also a consultant at McKinsey & Co., and an investment banker at Goldman, Sachs & Co. At McKinsey and Goldman Sachs, Alec focused on the oil and gas and petrochemical industries, serving both US and Latin American clients.

Alec earned his MBA from Harvard Business School and his undergraduate degree at the University of North Carolina at Chapel Hill where he was a Morehead Scholar. He holds five software and systems patents. Alec lives in Los Angeles and is married with three children.

Learn more: https://www.vicipartners.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-alec-hudnut-managing-partner-at-vici-partners]]>1200influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-anton-anderson-ceo-of-elite-resource-team--53270837
Learn more:
https://www.antonjanderson.com/ and https://www.elitert.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-anton-anderson-ceo-of-elite-resource-team]]>https://api.spreaker.com/episode/53270837Mon, 20 Mar 2023 20:33:46 +0000Mike Saunders, MBAIn 2014, Anton started Elite Resource Team with his trusted business partner, Ken Smith. They found enormous success in teaching financial advisors how to meaningfully differentiate themselves by working with CPAs in a proven and efficient system....
Learn more:
https://www.antonjanderson.com/ and https://www.elitert.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-anton-anderson-ceo-of-elite-resource-team]]>1247influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-eunicia-peret-ceo-of-the-empowered-financial-planner-discussing-how-to-optimize-a-wealth-building-portfolio--53238125
Her passion is to help multi 6 and 7-figure individuals optimize their wealth-creation efforts by empowering them to leverage wealth-creating strategies that go beyond 401(k)s, IRAs, and other typical savings accounts to minimize taxes, maximize growth & increase income in retirement.

Based on serving hundreds of clients, Eunicia is a strong believer that those that don’t have a personalized and holistic financial strategy, will only get a fraction of the results.

Eunicia’s Wealth Freedom Formula is a customized hands-on financial consulting program offering end-to-end wealth optimization strategies that have historically only been leveraged by the ultra-wealthy. The tried-and-true personalized approach has delivered significant bottom-line improvements to hundreds of clients because it leverages a quarterback approach to ensure the client’s financial team is working in unison to minimize financial leakage.

Eunicia is a huge believer in empowering her clients with the tips, tricks, and know-how to grow and protect their money in a way that aligns with the client’s values and beliefs.

In addition to managing her own business, Eunicia serves as a strategic advisor to several business-oriented and female leader groups.

Learn More: https://www.empoweredfinancialplanner.com/pitfalls

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-eunicia-peret-ceo-of-the-empowered-financial-planner-discussing-how-to-optimize-a-wealth-building-portfolio]]>https://api.spreaker.com/episode/53238125Fri, 17 Mar 2023 17:05:24 +0000Mike Saunders, MBAEunicia is an accomplished wealth strategist and business owner with over 15 years of experience in the financial services industry. Eunicia honed her expertise by delivering significant financial improvements to the bottom line of Fortune 500...
Her passion is to help multi 6 and 7-figure individuals optimize their wealth-creation efforts by empowering them to leverage wealth-creating strategies that go beyond 401(k)s, IRAs, and other typical savings accounts to minimize taxes, maximize growth & increase income in retirement.

Based on serving hundreds of clients, Eunicia is a strong believer that those that don’t have a personalized and holistic financial strategy, will only get a fraction of the results.

Eunicia’s Wealth Freedom Formula is a customized hands-on financial consulting program offering end-to-end wealth optimization strategies that have historically only been leveraged by the ultra-wealthy. The tried-and-true personalized approach has delivered significant bottom-line improvements to hundreds of clients because it leverages a quarterback approach to ensure the client’s financial team is working in unison to minimize financial leakage.

Eunicia is a huge believer in empowering her clients with the tips, tricks, and know-how to grow and protect their money in a way that aligns with the client’s values and beliefs.

In addition to managing her own business, Eunicia serves as a strategic advisor to several business-oriented and female leader groups.

Learn More: https://www.empoweredfinancialplanner.com/pitfalls

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-eunicia-peret-ceo-of-the-empowered-financial-planner-discussing-how-to-optimize-a-wealth-building-portfolio]]>1117influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-eunicia-peret-ceo-of-the-empowered-financial-planner--53225403
Her passion is to help multi 6 and 7-figure individuals optimize their wealth-creation efforts by empowering them to leverage wealth-creating strategies that go beyond 401(k)s, IRAs, and other typical savings accounts to minimize taxes, maximize growth & increase income in retirement.

Based on serving hundreds of clients, Eunicia is a strong believer that those that don’t have a personalized and holistic financial strategy, will only get a fraction of the results.

Eunicia’s Wealth Freedom Formula is a customized hands-on financial consulting program offering end-to-end wealth optimization strategies that have historically only been leveraged by the ultra-wealthy. The tried-and-true personalized approach has delivered significant bottom-line improvements to hundreds of clients because it leverages a quarterback approach to ensure the client’s financial team is working in unison to minimize financial leakage.

Eunicia is a huge believer in empowering her clients with the tips, tricks, and know-how to grow and protect their money in a way that aligns with the client’s values and beliefs.

In addition to managing her own business, Eunicia serves as a strategic advisor to several business-oriented and female leader groups.

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

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-eunicia-peret-ceo-of-the-empowered-financial-planner]]>https://api.spreaker.com/episode/53225403Thu, 16 Mar 2023 15:22:07 +0000Mike Saunders, MBAEunicia is an accomplished wealth strategist and business owner with over 15 years of experience in the financial services industry. Eunicia honed her expertise by delivering significant financial improvements to the bottom line of Fortune 500...
Her passion is to help multi 6 and 7-figure individuals optimize their wealth-creation efforts by empowering them to leverage wealth-creating strategies that go beyond 401(k)s, IRAs, and other typical savings accounts to minimize taxes, maximize growth & increase income in retirement.

Based on serving hundreds of clients, Eunicia is a strong believer that those that don’t have a personalized and holistic financial strategy, will only get a fraction of the results.

Eunicia’s Wealth Freedom Formula is a customized hands-on financial consulting program offering end-to-end wealth optimization strategies that have historically only been leveraged by the ultra-wealthy. The tried-and-true personalized approach has delivered significant bottom-line improvements to hundreds of clients because it leverages a quarterback approach to ensure the client’s financial team is working in unison to minimize financial leakage.

Eunicia is a huge believer in empowering her clients with the tips, tricks, and know-how to grow and protect their money in a way that aligns with the client’s values and beliefs.

In addition to managing her own business, Eunicia serves as a strategic advisor to several business-oriented and female leader groups.

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

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-eunicia-peret-ceo-of-the-empowered-financial-planner]]>1374influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-oscar-toledo-president-of-toledo-insurance-discussing-social-security-claiming-options--53211821
For more than 20 years, Oscar has taken his client’s success personally – providing real-world solutions that help achieve his clients’ personal financial and business goals. Oscar and his team serve a select group of businesses and families to build and maintain the lifestyle they have worked hard for.

Oscar spends his free time traveling and creating lasting memories with his wife and three daughters. He is also passionate about music, charity work, fitness, and watching his daughter play softball.

Learn More: Cell: 714-317-3913
Licensed Insurance Agent – 0E38226

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-oscar-toledo-president-of-toledo-insurance-discussing-social-security-claiming-options]]>https://api.spreaker.com/episode/53211821Wed, 15 Mar 2023 14:44:21 +0000Mike Saunders, MBAOscar Toledo is not only a business consultant to the professionals who work with him, he’s a personal producer who knows firsthand the number of obstacles facing financial professionals today. Anyone who has worked with Oscar says he is trustworthy,...
For more than 20 years, Oscar has taken his client’s success personally – providing real-world solutions that help achieve his clients’ personal financial and business goals. Oscar and his team serve a select group of businesses and families to build and maintain the lifestyle they have worked hard for.

Oscar spends his free time traveling and creating lasting memories with his wife and three daughters. He is also passionate about music, charity work, fitness, and watching his daughter play softball.

Learn More: Cell: 714-317-3913
Licensed Insurance Agent – 0E38226

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-oscar-toledo-president-of-toledo-insurance-discussing-social-security-claiming-options]]>1060influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-brian-bradley-senior-managing-partner-at-bradley-legal-corp--53211712
Collectively they are protecting over 5 Billion worth of assets. Brian’s goal is to give you “peace of mind” knowing your assets are safe and they make it difficult for predatory lawyers to target vulnerable people.

Brian was selected to the Best Attorneys of America List 2020, Lawyers of Distinction List 3 years in a row 2018 through 2020, Super Lawyers Rising Star List 2021 and 2015, nominated to America’s Top 100 High Stake Litigators List and the Top 100 in Real Estate.

Brian also writes and teaches on Advanced Estate and Strategic planning, and is a featured speaker at numerous Investment Summits, Real Estate, Cashflow, Finance and Life Coaching shows.

Learn more: https://btblegal.com

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-brian-bradley-senior-managing-partner-at-bradley-legal-corp]]>https://api.spreaker.com/episode/53211712Wed, 15 Mar 2023 14:33:09 +0000Mike Saunders, MBABrian T. Bradley, Esq. is the Senior Managing Partner at Bradley Legal Corp and is a leading educator and nationally recognized asset protection attorney for high risk professionals, Entrepreneurs, real estate investors and ultra high net worth...
Collectively they are protecting over 5 Billion worth of assets. Brian’s goal is to give you “peace of mind” knowing your assets are safe and they make it difficult for predatory lawyers to target vulnerable people.

Brian was selected to the Best Attorneys of America List 2020, Lawyers of Distinction List 3 years in a row 2018 through 2020, Super Lawyers Rising Star List 2021 and 2015, nominated to America’s Top 100 High Stake Litigators List and the Top 100 in Real Estate.

Brian also writes and teaches on Advanced Estate and Strategic planning, and is a featured speaker at numerous Investment Summits, Real Estate, Cashflow, Finance and Life Coaching shows.

Learn more: https://btblegal.com

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-brian-bradley-senior-managing-partner-at-bradley-legal-corp]]>1523influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-brad-feldmar-chief-revenue-officer-for-te-a-marketing--53185444
I’m a 3rd generation marketer. My grandfather was an early pioneer in direct mail and my father owned a large printing company. As you can imagine I started my career in print, which turned into database marketing, then email, then digital. One thing remains a constant across all mediums–the right offer, to the right person, at the right time wins!!

I’ve been lucky enough to work for some industry leaders including Acxiom and Trans Union, as well as a couple start ups with equity positions. I most enjoy getting to know my clients both personally and professionally and bringing a positive can-do attitude to all opportunities.

After living in chilly Chicago most of my life, I finally fulfilled my dream of moving to California a couple years ago to open our West Coast office. No more winters for me!

Learn more: https://trungaleegan.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-brad-feldmar-chief-revenue-officer-for-tea-marketing]]>https://api.spreaker.com/episode/53185444Mon, 13 Mar 2023 17:18:59 +0000Mike Saunders, MBAI am the Chief Revenue Officer for TE+A Marketing (Trungale Egan and Assoc.). TE+A Marketing is a full service marketing agency serving the wealth management space since 1986. We help clients maximize growth and retention through superior branding,...
I’m a 3rd generation marketer. My grandfather was an early pioneer in direct mail and my father owned a large printing company. As you can imagine I started my career in print, which turned into database marketing, then email, then digital. One thing remains a constant across all mediums–the right offer, to the right person, at the right time wins!!

I’ve been lucky enough to work for some industry leaders including Acxiom and Trans Union, as well as a couple start ups with equity positions. I most enjoy getting to know my clients both personally and professionally and bringing a positive can-do attitude to all opportunities.

After living in chilly Chicago most of my life, I finally fulfilled my dream of moving to California a couple years ago to open our West Coast office. No more winters for me!

Learn more: https://trungaleegan.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-brad-feldmar-chief-revenue-officer-for-tea-marketing]]>1470influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-taliya-bashani-real-estate-attorney-negotiation-expert-and-founder-of-tab-law-firm--53185275
You can connect with Taliya directly at https://www.tali360.com

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-taliya-bashani-real-estate-attorney-negotiation-expert-and-founder-of-tab-law-firm]]>https://api.spreaker.com/episode/53185275Mon, 13 Mar 2023 17:03:16 +0000Mike Saunders, MBATaliya Bashani Esq. is a real estate attorney and negotiation expert who specializes in residential real estate representing buyers, sellers, and developers in NYC and FL. She started TAB Law Firm PC, her law practice, 15 years ago and has closed over...
You can connect with Taliya directly at https://www.tali360.com

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-taliya-bashani-real-estate-attorney-negotiation-expert-and-founder-of-tab-law-firm]]>1978influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-ross-symons-founder-of-white-on-rice--53161395
If he had a beer bottle in front of him he would tear the label off and fold it into a crane.

Not too long ago he was working a 9-to-5 job as a website developer, but over time it became apparent that being employed by someone was never going to enable him to create the happy, free life that he wanted. Although he was competent in his work, he was not feeling fulfilled.

He found himself starting side projects all the time. One of these came out of his enjoyment of practicing the traditional Japanese art of paper folding known as origami. He was always folding little paper creatures which littered his desk at work, and he kept challenging himself to create more intricate pieces.

He dedicated the entire year of 2014 to improving his craft and sharing it with the world. That’s when he started his popular Instagram account, white_onrice, where he folded and posted a different origami figure every day of the year. He increased his following on this account from just 120 to over 100,000 in under 18 months. As the project grew, he developed an entire brand around White on Rice, which has allowed him to quit his 9-to-5 job and run his own business.

He creates origami installations, makes origami stop frame animations and social media content for brands around the world. He also does public speaking gigs where he shares his story about how he made the shift from 9-5 web developer to a creative entrepreneur and artist.

Learn more: https://white-onrice.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-ross-symons-founder-of-white-on-rice]]>https://api.spreaker.com/episode/53161395Fri, 10 Mar 2023 19:05:40 +0000Mike Saunders, MBARoss lives in Cape Town, South Africa. He started folding paper when he was 21 and the first origami figure he ever folded was a crane(bird). He folded that bird over and over again until he could fold it with his eyes closed. If he had a beer bottle...
If he had a beer bottle in front of him he would tear the label off and fold it into a crane.

Not too long ago he was working a 9-to-5 job as a website developer, but over time it became apparent that being employed by someone was never going to enable him to create the happy, free life that he wanted. Although he was competent in his work, he was not feeling fulfilled.

He found himself starting side projects all the time. One of these came out of his enjoyment of practicing the traditional Japanese art of paper folding known as origami. He was always folding little paper creatures which littered his desk at work, and he kept challenging himself to create more intricate pieces.

He dedicated the entire year of 2014 to improving his craft and sharing it with the world. That’s when he started his popular Instagram account, white_onrice, where he folded and posted a different origami figure every day of the year. He increased his following on this account from just 120 to over 100,000 in under 18 months. As the project grew, he developed an entire brand around White on Rice, which has allowed him to quit his 9-to-5 job and run his own business.

He creates origami installations, makes origami stop frame animations and social media content for brands around the world. He also does public speaking gigs where he shares his story about how he made the shift from 9-5 web developer to a creative entrepreneur and artist.

Learn more: https://white-onrice.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-ross-symons-founder-of-white-on-rice]]>1048influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-stas-grinberg-co-founder-of-vision-beyond--53136924
Before founding Vision & Beyond, he worked for two Israeli investment firms that targeted and financed new construction opportunities in Birmingham, Alabama, Atlanta, Georgia, and Los Angeles, California.

Stas and co-founder Peter Gizunterman have grown Vision & Beyond into a company with more than 3000 multifamily units and assets of $250 million in Ohio, Kentucky, Indiana, and Texas.

Stas’ personal business motto is to be bold and original.

Learn more: https://www.vnbinvest.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-stas-grinberg-co-founder-of-vision-beyond]]>https://api.spreaker.com/episode/53136924Wed, 08 Mar 2023 17:16:38 +0000Mike Saunders, MBAAs co-founder and managing principal of Vision & Beyond, Stas Grinberg leads with the intent of achieving success for both the company’s investor partners and the communities where Vision & Beyond operates. Before founding Vision &...
Before founding Vision & Beyond, he worked for two Israeli investment firms that targeted and financed new construction opportunities in Birmingham, Alabama, Atlanta, Georgia, and Los Angeles, California.

Stas and co-founder Peter Gizunterman have grown Vision & Beyond into a company with more than 3000 multifamily units and assets of $250 million in Ohio, Kentucky, Indiana, and Texas.

Stas’ personal business motto is to be bold and original.

Learn more: https://www.vnbinvest.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-stas-grinberg-co-founder-of-vision-beyond]]>1248influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-daniel-collison-managing-partner-at-advice2advisors--53136877
He is a co-founder and Managing Partner with financial education firm Advice2Advisors, which trains, mentors, and coaches financial advisors of all tenures.He is a CFP and TEP and is a Board Member of the FP Foundation and past Chair of its Research Committee.

He taught Personal Financial Management, in the MBA Program, at Schulich School of Business from 1998 – 2020.

Dan is the author of The Financial Advisor’s Guide to Excellence, and soon-to-be released (April 2023) “Building Bigger & Better: Growth Strategies of Top-Producing Financial Advisors.”

Learn more: https://advice2advisors.ca/



Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-daniel-collison-managing-partner-at-advice2advisors]]>https://api.spreaker.com/episode/53136877Wed, 08 Mar 2023 17:10:17 +0000Mike Saunders, MBADan has over 30 years of experience in the financial services industry. He is a co-founder and Managing Partner with financial education firm Advice2Advisors, which trains, mentors, and coaches financial advisors of all tenures.He is a CFP and TEP...
He is a co-founder and Managing Partner with financial education firm Advice2Advisors, which trains, mentors, and coaches financial advisors of all tenures.He is a CFP and TEP and is a Board Member of the FP Foundation and past Chair of its Research Committee.

He taught Personal Financial Management, in the MBA Program, at Schulich School of Business from 1998 – 2020.

Dan is the author of The Financial Advisor’s Guide to Excellence, and soon-to-be released (April 2023) “Building Bigger & Better: Growth Strategies of Top-Producing Financial Advisors.”

Learn more: https://advice2advisors.ca/



Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-daniel-collison-managing-partner-at-advice2advisors]]>1234influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-diane-mueller-founder-of-femme-meets-fortune--53136687
Learn more: https://femmemeetsfortune.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-diane-mueller-founder-of-femme-meets-fortune]]>https://api.spreaker.com/episode/53136687Wed, 08 Mar 2023 16:47:15 +0000Mike Saunders, MBAWith a proven track record of taking businesses to the top 4% in America, Diane (aka Diamond) has the experience and expertise to help you navigate the challenges of growing an online business. She understands the unique struggles women face and has...
Learn more: https://femmemeetsfortune.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-diane-mueller-founder-of-femme-meets-fortune]]>1251influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-jay-winestein-founder-of-deepdive-retirement-discussing-taxes-in-retirement--53076122
Book a Call with Jay: https://calendly.com/jay-winestein/retirement-evaluation-with-jay

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-jay-winestein-founder-of-deepdive-retirement-discussing-taxes-in-retirement]]>https://api.spreaker.com/episode/53076122Thu, 02 Mar 2023 21:21:42 +0000Mike Saunders, MBAJay Winestein helps retirees get more income using several powerful and time-tested strategies. His unique message, based on his years in the small business pension space, uses the same actuarial (pension) tables and calculations that large corporate...
Book a Call with Jay: https://calendly.com/jay-winestein/retirement-evaluation-with-jay

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-jay-winestein-founder-of-deepdive-retirement-discussing-taxes-in-retirement]]>1522influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-stephen-ross-ceo-of-ross-insurance-brokers-dave-ramsey-trusted-provider-discussing-working-with-an-independent-agent--53021077
In 1998, I was offered an opportunity as an Insurance Agent and thought I would give it a try. I found that I really enjoyed getting to know each family member and having the ability to design an insurance plan that would meet their specific needs and budget. This began my passion for helping families and individuals through the insurance industry, as well as living, as an example of faith in the business world.

My family and I decided to relocate to Portland Oregon in 2002, where I began working for New York Life. During that time, I took Dave Ramsey’s Financial Peace University through my church. This class totally changed my way of thinking towards insurance and inspired me to work independently. In 2003, I quit New York Life and began the adventure of Ross Insurance Brokers out of my garage. By 2007, Ross Insurance Brokers was officially incorporated! I then focused on building a team that allowed the company to expand into other lines of insurance. I have found that each team member has their own strength which provides a better client experience. Teamwork is a very important value of who we are today!

I loved what I had learned through Dave Ramsey’s programs and decided that I wanted to partner with his company, Ramsey Solutions. I became a Dave Ramsey Health Endorsed Local Provider for Oregon in 2011 and quickly expanded to several states. My heart was to make sure everyone would get the best value and price for their policies. I approached each policy as if I were purchasing them myself and applied the common knowledge that Dave Ramsey talks about.

Business for Ross Insurance Brokers, Inc. continued to grow. We have been in the business for 22 years now and we are working hard to continuously provide excellent care for our customers. We are a Dave Ramsey Health ELP in 14 states. We now have a full team dedicated to making sure that every client is provided with education and genuine care for their specific journey. My goal as the CEO and President of Ross Insurance Brokers, Inc. is to show that we value people before profit, we will be innovative in our solutions to meet each individual’s needs, and will strive for excellence in all that we do.

With my wife from Singapore and my heart for missions it’s our desire to use our company to give back into the lives of those less fortunate than ourselves in Asia. Today, both my children Josh and Grace works with me as we grow this mission to help families around the world.

With Covid, our team has changed. We used to have an office but we have found that even working remotely we are able to work more effectively and are able to serve our clients efficiently. Our team is located throughout the country and in the Philippines where we can give back to the community.

We look forward to beginning a journey with you!

Set an appointment with one of our advisors in our office. https://rossbrokers.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-stephen-ross-ceo-of-ross-insurance-brokers-dave-ramsey-trusted-provider-discussing-health-insurance-2]]>https://api.spreaker.com/episode/53021077Wed, 01 Mar 2023 19:53:32 +0000Mike Saunders, MBAI was born and raised in New Zealand. I completed Bible college in World Missions at the age of 24 in Singapore. My hope was to be involved in the missions in Asia. I was newly married and needed to find a job that would provide for my family and so I...
In 1998, I was offered an opportunity as an Insurance Agent and thought I would give it a try. I found that I really enjoyed getting to know each family member and having the ability to design an insurance plan that would meet their specific needs and budget. This began my passion for helping families and individuals through the insurance industry, as well as living, as an example of faith in the business world.

My family and I decided to relocate to Portland Oregon in 2002, where I began working for New York Life. During that time, I took Dave Ramsey’s Financial Peace University through my church. This class totally changed my way of thinking towards insurance and inspired me to work independently. In 2003, I quit New York Life and began the adventure of Ross Insurance Brokers out of my garage. By 2007, Ross Insurance Brokers was officially incorporated! I then focused on building a team that allowed the company to expand into other lines of insurance. I have found that each team member has their own strength which provides a better client experience. Teamwork is a very important value of who we are today!

I loved what I had learned through Dave Ramsey’s programs and decided that I wanted to partner with his company, Ramsey Solutions. I became a Dave Ramsey Health Endorsed Local Provider for Oregon in 2011 and quickly expanded to several states. My heart was to make sure everyone would get the best value and price for their policies. I approached each policy as if I were purchasing them myself and applied the common knowledge that Dave Ramsey talks about.

Business for Ross Insurance Brokers, Inc. continued to grow. We have been in the business for 22 years now and we are working hard to continuously provide excellent care for our customers. We are a Dave Ramsey Health ELP in 14 states. We now have a full team dedicated to making sure that every client is provided with education and genuine care for their specific journey. My goal as the CEO and President of Ross Insurance Brokers, Inc. is to show that we value people before profit, we will be innovative in our solutions to meet each individual’s needs, and will strive for excellence in all that we do.

With my wife from Singapore and my heart for missions it’s our desire to use our company to give back into the lives of those less fortunate than ourselves in Asia. Today, both my children Josh and Grace works with me as we grow this mission to help families around the world.

With Covid, our team has changed. We used to have an office but we have found that even working remotely we are able to work more effectively and are able to serve our clients efficiently. Our team is located throughout the country and in the Philippines where we can give back to the community.

We look forward to beginning a journey with you!

Set an appointment with one of our advisors in our office. https://rossbrokers.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: fullhttps://www.spreaker.com/episode/interview-with-leo-climaco-speaker-author-business-consultant-and-philanthropist--53013612
Learn More: https://leoclimaco360.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-leo-climaco-speaker-author-business-consultant-and-philanthropist]]>https://api.spreaker.com/episode/53013612Wed, 01 Mar 2023 19:44:59 +0000Mike Saunders, MBALeo has been in the technology industry for 15 years. Leo has a degree in computer networking and has built a successful 7-Figure business in the healthcare space. He has been featured in Success Magazine and has dedicated his life to supporting...
Learn More: https://leoclimaco360.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-leo-climaco-speaker-author-business-consultant-and-philanthropist]]>2238influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-jay-winestein-founder-of-deepdive-retirement-discussing-life-expectancy-credits-part-2--52879856
Book a Call with Jay: https://calendly.com/jay-winestein/retirement-evaluation-with-jay

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-jay-winestein-founder-of-deepdive-retirement-discussing-life-expectancy-credits-part-2]]>https://api.spreaker.com/episode/52879856Tue, 28 Feb 2023 17:44:16 +0000Mike Saunders, MBAJay Winestein helps retirees get more income using several powerful and time-tested strategies. His unique message, based on his years in the small business pension space, uses the same actuarial (pension) tables and calculations that large corporate...
Book a Call with Jay: https://calendly.com/jay-winestein/retirement-evaluation-with-jay

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-jay-winestein-founder-of-deepdive-retirement-discussing-life-expectancy-credits-part-2]]>1113influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-alexander-de-ridder-co-founder-of-ink-the-world-s-first-ai-powered-content-optimization-suite--52879769
He is a smart creative, a builder of amazing things. He loves to study “how” and “why” humans and AI make decisions. He was also the Co-Founder, Visionary, and CTO at Edgy Labs, LLC, a multimillion dollar marketing agency that serves many Fortune 500 companies with an incredible team of experts in SEO. Edgy was acquired by Compass.uol on November 1st, 2021.

As a co-founder, Alexander (Or ADR as his team calls him) has worn many hats – project manager, subject matter expert, chief strategist, leader, chief technology officer – but most importantly, he remains the visionary and chief innovator.

Learn More: https://inkforall.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-alexander-de-ridder-co-founder-of-ink-the-worlds-first-ai-powered-content-optimization-suite]]>https://api.spreaker.com/episode/52879769Tue, 28 Feb 2023 17:34:11 +0000Mike Saunders, MBAAlexander is the Co-Founder, Visionary, CTO at INK, the world’s first AI-powered content optimization software. Alexander crafts magical tools for web marketing. He is a smart creative, a builder of amazing things. He loves to study “how” and “why”...
He is a smart creative, a builder of amazing things. He loves to study “how” and “why” humans and AI make decisions. He was also the Co-Founder, Visionary, and CTO at Edgy Labs, LLC, a multimillion dollar marketing agency that serves many Fortune 500 companies with an incredible team of experts in SEO. Edgy was acquired by Compass.uol on November 1st, 2021.

As a co-founder, Alexander (Or ADR as his team calls him) has worn many hats – project manager, subject matter expert, chief strategist, leader, chief technology officer – but most importantly, he remains the visionary and chief innovator.

Learn More: https://inkforall.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-alexander-de-ridder-co-founder-of-ink-the-worlds-first-ai-powered-content-optimization-suite]]>1201influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-will-nitze-founder-of-iq-bar--52841072
Learn More: https://www.eatiqbar.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-will-nitze-founder-of-iq-bar]]>https://api.spreaker.com/episode/52841072Fri, 24 Feb 2023 17:36:33 +0000Mike Saunders, MBAI started IQBAR in my tiny Boston apartment and have grown it into a $20M+ / year business in five years! Learn More: https://www.eatiqbar.com/ Influential Entrepreneurs with Mike Saunders...
Learn More: https://www.eatiqbar.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-will-nitze-founder-of-iq-bar]]>1062influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-lance-loya-founder-and-ceo-of-the-good-teammate-factory--52827424
Lance is the author of nine books on the art of being a good teammate. His book, The WE Gear topped Forbes’ list of “20 Books That Will Make You a Better Coach or Mentor.”

A former college basketball coach turned best-selling author, blogger, and professional speaker, Lance has inspired readers and audiences around the globe through his books, keynotes, and conference workshops.

When not speaking or writing, he is a loyal husband to his high school sweetheart and a doting father to his two daughters.

Learn more: https://www.coachloya.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-lance-loya-founder-and-ceo-of-the-good-teammate-factory]]>https://api.spreaker.com/episode/52827424Thu, 23 Feb 2023 16:38:36 +0000Mike Saunders, MBALance Loya is the founder and CEO of The Good Teammate Factory and the creator of National Be a Good Teammate Day. As a leading authority on team dynamics, he specializes in getting team members to discover genuine purpose in their lives by changing...
Lance is the author of nine books on the art of being a good teammate. His book, The WE Gear topped Forbes’ list of “20 Books That Will Make You a Better Coach or Mentor.”

A former college basketball coach turned best-selling author, blogger, and professional speaker, Lance has inspired readers and audiences around the globe through his books, keynotes, and conference workshops.

When not speaking or writing, he is a loyal husband to his high school sweetheart and a doting father to his two daughters.

Learn more: https://www.coachloya.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-lance-loya-founder-and-ceo-of-the-good-teammate-factory]]>1086influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-david-bruce-coo-of-accelerated-banking--52827312
Learn more: https://acceleratedbanking.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-david-bruce-coo-of-accelerated-banking]]>https://api.spreaker.com/episode/52827312Thu, 23 Feb 2023 16:29:51 +0000Mike Saunders, MBADownload our debt acceleration calculator and receive our 30 minute virtual training FREE to learn how you could pay off your mortgage in 5-7 years! Learn more: https://acceleratedbanking.com/ Influential Entrepreneurs with Mike Saunders...
Learn more: https://acceleratedbanking.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-david-bruce-coo-of-accelerated-banking]]>1267influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-jay-winestein-founder-of-deepdive-retirement-discussing-life-expectancy-credits--52816429
Book a Call with Jay: https://calendly.com/jay-winestein/retirement-evaluation-with-jay

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-jay-winestein-founder-of-deepdive-retirement-discussing-life-expectancy-credits]]>https://api.spreaker.com/episode/52816429Wed, 22 Feb 2023 19:44:14 +0000Mike Saunders, MBAJay Winestein helps retirees get more income using several powerful and time-tested strategies. His unique message, based on his years in the small business pension space, uses the same actuarial (pension) tables and calculations that large corporate...
Book a Call with Jay: https://calendly.com/jay-winestein/retirement-evaluation-with-jay

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-jay-winestein-founder-of-deepdive-retirement-discussing-life-expectancy-credits]]>1497influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-stephen-ross-ceo-of-ross-insurance-brokers-dave-ramsey-trusted-provider-discussing-health-insurance--52755616
In 1998, I was offered an opportunity as an Insurance Agent and thought I would give it a try. I found that I really enjoyed getting to know each family member and having the ability to design an insurance plan that would meet their specific needs and budget. This began my passion for helping families and individuals through the insurance industry, as well as living, as an example of faith in the business world.

My family and I decided to relocate to Portland Oregon in 2002, where I began working for New York Life. During that time, I took Dave Ramsey’s Financial Peace University through my church. This class totally changed my way of thinking towards insurance and inspired me to work independently. In 2003, I quit New York Life and began the adventure of Ross Insurance Brokers out of my garage. By 2007, Ross Insurance Brokers was officially incorporated! I then focused on building a team that allowed the company to expand into other lines of insurance. I have found that each team member has their own strength which provides a better client experience. Teamwork is a very important value of who we are today!

I loved what I had learned through Dave Ramsey’s programs and decided that I wanted to partner with his company, Ramsey Solutions. I became a Dave Ramsey Health Endorsed Local Provider for Oregon in 2011 and quickly expanded to several states. My heart was to make sure everyone would get the best value and price for their policies. I approached each policy as if I were purchasing them myself and applied the common knowledge that Dave Ramsey talks about.

Business for Ross Insurance Brokers, Inc. continued to grow. We have been in the business for 22 years now and we are working hard to continuously provide excellent care for our customers. We are a Dave Ramsey Health ELP in 14 states. We now have a full team dedicated to making sure that every client is provided with education and genuine care for their specific journey. My goal as the CEO and President of Ross Insurance Brokers, Inc. is to show that we value people before profit, we will be innovative in our solutions to meet each individual’s needs, and will strive for excellence in all that we do.

With my wife from Singapore and my heart for missions it’s our desire to use our company to give back into the lives of those less fortunate than ourselves in Asia. Today, both my children Josh and Grace works with me as we grow this mission to help families around the world.

With Covid, our team has changed. We used to have an office but we have found that even working remotely we are able to work more effectively and are able to serve our clients efficiently. Our team is located throughout the country and in the Philippines where we can give back to the community.

We look forward to beginning a journey with you!

Set an appointment with one of our advisors in our office. https://rossbrokers.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-stephen-ross-ceo-of-ross-insurance-brokers-dave-ramsey-trusted-provider-discussing-health-insurance]]>https://api.spreaker.com/episode/52755616Thu, 16 Feb 2023 15:14:31 +0000Mike Saunders, MBAI was born and raised in New Zealand. I completed Bible college in World Missions at the age of 24 in Singapore. My hope was to be involved in the missions in Asia. I was newly married and needed to find a job that would provide for my family and so I...
In 1998, I was offered an opportunity as an Insurance Agent and thought I would give it a try. I found that I really enjoyed getting to know each family member and having the ability to design an insurance plan that would meet their specific needs and budget. This began my passion for helping families and individuals through the insurance industry, as well as living, as an example of faith in the business world.

My family and I decided to relocate to Portland Oregon in 2002, where I began working for New York Life. During that time, I took Dave Ramsey’s Financial Peace University through my church. This class totally changed my way of thinking towards insurance and inspired me to work independently. In 2003, I quit New York Life and began the adventure of Ross Insurance Brokers out of my garage. By 2007, Ross Insurance Brokers was officially incorporated! I then focused on building a team that allowed the company to expand into other lines of insurance. I have found that each team member has their own strength which provides a better client experience. Teamwork is a very important value of who we are today!

I loved what I had learned through Dave Ramsey’s programs and decided that I wanted to partner with his company, Ramsey Solutions. I became a Dave Ramsey Health Endorsed Local Provider for Oregon in 2011 and quickly expanded to several states. My heart was to make sure everyone would get the best value and price for their policies. I approached each policy as if I were purchasing them myself and applied the common knowledge that Dave Ramsey talks about.

Business for Ross Insurance Brokers, Inc. continued to grow. We have been in the business for 22 years now and we are working hard to continuously provide excellent care for our customers. We are a Dave Ramsey Health ELP in 14 states. We now have a full team dedicated to making sure that every client is provided with education and genuine care for their specific journey. My goal as the CEO and President of Ross Insurance Brokers, Inc. is to show that we value people before profit, we will be innovative in our solutions to meet each individual’s needs, and will strive for excellence in all that we do.

With my wife from Singapore and my heart for missions it’s our desire to use our company to give back into the lives of those less fortunate than ourselves in Asia. Today, both my children Josh and Grace works with me as we grow this mission to help families around the world.

With Covid, our team has changed. We used to have an office but we have found that even working remotely we are able to work more effectively and are able to serve our clients efficiently. Our team is located throughout the country and in the Philippines where we can give back to the community.

We look forward to beginning a journey with you!

Set an appointment with one of our advisors in our office. https://rossbrokers.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: fullhttps://www.spreaker.com/episode/interview-with-chris-jones-entrepreneur-coach-speaker-and-best-selling-author--52748015
His high energy, raw approach coupled with his passion for coaching others through powerful, game-changing transformation makes him a speaker that is different from the average duck.

He has a proven track record, founding 3 successful companies. He has lots of wild success stories and many valuable battle scars from his experience there.
He implemented EOS in his own company to help him scale the business and achieve freedom to pursue his passion for coaching.

As a seasoned entrepreneur and Certified EOS Implementer, Chris knows his way around business-building and crisis recovery. Known for his ability to find the gifts and strategic pivots in difficult climates, Chris now focuses his energy on working with entrepreneurial leadership teams to create game-changing transformation.

Learn more: https://www.relentlesschrisjones.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-chris-jones-entrepreneur-coach-speaker-and-best-selling-author]]>https://api.spreaker.com/episode/52748015Wed, 15 Feb 2023 23:23:26 +0000Mike Saunders, MBAChris Jones is a high-energy, entrepreneur, coach, speaker and best-selling author. His high energy, raw approach coupled with his passion for coaching others through powerful, game-changing transformation makes him a speaker that is different from...
His high energy, raw approach coupled with his passion for coaching others through powerful, game-changing transformation makes him a speaker that is different from the average duck.

He has a proven track record, founding 3 successful companies. He has lots of wild success stories and many valuable battle scars from his experience there.
He implemented EOS in his own company to help him scale the business and achieve freedom to pursue his passion for coaching.

As a seasoned entrepreneur and Certified EOS Implementer, Chris knows his way around business-building and crisis recovery. Known for his ability to find the gifts and strategic pivots in difficult climates, Chris now focuses his energy on working with entrepreneurial leadership teams to create game-changing transformation.

Learn more: https://www.relentlesschrisjones.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-chris-jones-entrepreneur-coach-speaker-and-best-selling-author]]>1362influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-brian-wong-co-founder-of-fashion-brand-normans--52747810
This posed the question of ‘What if there was a brand that offers products tailored for people who work from home?’ Meaning, ‘What if there were products that are both appropriate for a formal video meeting, all the while feeling comfortable and casual.’

Addressing the question at hand, Wong was opened to the endless opportunities of a concept in such a niche market and a ‘soon-to-be normalized’ business structure. Together with business partner and cofounder, Kingsley Fong, they were able to expand on the idea and put it into concrete terms.

Learn more: https://normansapparel.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-brian-wong-co-founder-of-fashion-brand-normans]]>https://api.spreaker.com/episode/52747810Wed, 15 Feb 2023 23:13:21 +0000Mike Saunders, MBAAmidst the peak of the pandemic, Brian Wong was exposed to the abrupt changes to remote working. From at-home casual attire to formal video meetings, Wong began to see the disconnect between comfort and versatility. This posed the question of ‘What...
This posed the question of ‘What if there was a brand that offers products tailored for people who work from home?’ Meaning, ‘What if there were products that are both appropriate for a formal video meeting, all the while feeling comfortable and casual.’

Addressing the question at hand, Wong was opened to the endless opportunities of a concept in such a niche market and a ‘soon-to-be normalized’ business structure. Together with business partner and cofounder, Kingsley Fong, they were able to expand on the idea and put it into concrete terms.

Learn more: https://normansapparel.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-brian-wong-co-founder-of-fashion-brand-normans]]>883influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-jay-hummel-ceo-and-co-founder-of-wealth-advisor-growth-network-wagn--52730914
He is a former Managing Director of Envestnet (ENV) where he served as the Head of Strategic Initiatives and Thought Leadership. Jay is the former President and Chief Operating Officer of Lenox Wealth Management, a Cincinnati based multi-family office and started his career in accounting and consulting at Deloitte.

Jay is a frequent industry speaker and writer. Wiley has published two of his books: Success and Succession and The Essential Advisor. Success and Succession was named by wealthmanagement.com as their book of the decade for 2010-2019.

He is also the host of The Deep Dive Podcast in partnership with RIA Channel.

Learn more:

https://wagn.biz/
https://www.riachannel.com/deepdive/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-jay-hummel-ceo-and-co-founder-of-wealth-advisor-growth-network-wagn]]>https://api.spreaker.com/episode/52730914Tue, 14 Feb 2023 20:41:13 +0000Mike Saunders, MBAJay Hummel is the CEO and co-founder of Wealth Advisor Growth Network (WAGN), a company focused on taking minority stakes in wealth management firms and service providers. WAGN acts not only as an investor, but also as an active partner in running the...
He is a former Managing Director of Envestnet (ENV) where he served as the Head of Strategic Initiatives and Thought Leadership. Jay is the former President and Chief Operating Officer of Lenox Wealth Management, a Cincinnati based multi-family office and started his career in accounting and consulting at Deloitte.

Jay is a frequent industry speaker and writer. Wiley has published two of his books: Success and Succession and The Essential Advisor. Success and Succession was named by wealthmanagement.com as their book of the decade for 2010-2019.

He is also the host of The Deep Dive Podcast in partnership with RIA Channel.

Learn more:

https://wagn.biz/
https://www.riachannel.com/deepdive/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-jay-hummel-ceo-and-co-founder-of-wealth-advisor-growth-network-wagn]]>1173influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-lara-galloway-svp-of-channel-management-at-white-glove--52710538
I started my career at IBM in PR and Communications, then transitioned to Sales, then left the workforce to start and raise my family. I became a certified life and business coach and ran my own company, Mom Biz Coach, for 12 years, where I turned my focus to working with entrepreneurs and small business owners. My 30+ years of experience have taught me a lot about how to help small businesses become better businesses. But more importantly, I’ve had the joy of solving problems, creating new things, developing great people and being part of something bigger than myself.

I love to bake, cook and drink craft beer, and I also love running, which helps counteract those other hobbies. My favorite place to be is out in the woods on a hike or in some unique restaurant eating delicious food with my family and friends.

Learn more: https://www.whiteglove.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-lara-galloway-svp-of-channel-management-at-white-glove]]>https://api.spreaker.com/episode/52710538Sun, 12 Feb 2023 19:47:11 +0000Mike Saunders, MBAI am an author, speaker, business coach and entrepreneur who handles Channel Management, Business Development and Product Marketing for White Glove, a seminar marketing and management firm that helps financial advisors offer educational workshops to...
I started my career at IBM in PR and Communications, then transitioned to Sales, then left the workforce to start and raise my family. I became a certified life and business coach and ran my own company, Mom Biz Coach, for 12 years, where I turned my focus to working with entrepreneurs and small business owners. My 30+ years of experience have taught me a lot about how to help small businesses become better businesses. But more importantly, I’ve had the joy of solving problems, creating new things, developing great people and being part of something bigger than myself.

I love to bake, cook and drink craft beer, and I also love running, which helps counteract those other hobbies. My favorite place to be is out in the woods on a hike or in some unique restaurant eating delicious food with my family and friends.

Learn more: https://www.whiteglove.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-lara-galloway-svp-of-channel-management-at-white-glove]]>1591influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-eric-clarke-ceo-and-founder-orion-advisor-solutions--52710486
Eric earned his Bachelor of Science in Accounting from Brigham Young University and Master of Business Administration from the University of Utah. As an avid runner, Eric uses the solitude of his runs to think through business strategies and plan new scenarios to help advisors increase functional efficiencies and improve their businesses.

Learn more: https://orion.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-eric-clarke-ceo-and-founder-orion-advisor-solutions]]>https://api.spreaker.com/episode/52710486Sun, 12 Feb 2023 19:38:18 +0000Mike Saunders, MBAEric Clarke serves as chief executive officer for Orion Advisor Solutions (Orion), helping advisory professionals operationalize their vision for success by delivering cutting-edge financial technology and investment management solutions through the...
Eric earned his Bachelor of Science in Accounting from Brigham Young University and Master of Business Administration from the University of Utah. As an avid runner, Eric uses the solitude of his runs to think through business strategies and plan new scenarios to help advisors increase functional efficiencies and improve their businesses.

Learn more: https://orion.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-eric-clarke-ceo-and-founder-orion-advisor-solutions]]>1099influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-scott-mackillop-ceo-of-first-ascent-asset-management--52684176
First Ascent has been ranked by advisors as the #1 TAMP for the past 3 years (2022, 2021, 2020) in the T3/Inside Information Advisor Software Survey.

Last year Scott won the “CEO of the Year–Asset Managers” WealthManagement.com Industry Award and a ThinkAdvisor Luminaries Award for Executive Leadership.

Scott has served as president or CEO of 5 TAMPs and is a pioneer in the TAMP industry.

Scott has written over 160 articles and papers on investment-related and practice management topics and spoken at over 100 conferences, webinars, and podcasts.

Learn more: https://firstascentam.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-scott-mackillop-ceo-of-first-ascent-asset-management]]>https://api.spreaker.com/episode/52684176Thu, 09 Feb 2023 18:05:25 +0000Mike Saunders, MBAScott MacKillop is CEO of First Ascent Asset Management, the first flat-fee turnkey asset management program (TAMP). First Ascent has been ranked by advisors as the #1 TAMP for the past 3 years (2022, 2021, 2020) in the T3/Inside Information Advisor...
First Ascent has been ranked by advisors as the #1 TAMP for the past 3 years (2022, 2021, 2020) in the T3/Inside Information Advisor Software Survey.

Last year Scott won the “CEO of the Year–Asset Managers” WealthManagement.com Industry Award and a ThinkAdvisor Luminaries Award for Executive Leadership.

Scott has served as president or CEO of 5 TAMPs and is a pioneer in the TAMP industry.

Scott has written over 160 articles and papers on investment-related and practice management topics and spoken at over 100 conferences, webinars, and podcasts.

Learn more: https://firstascentam.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-scott-mackillop-ceo-of-first-ascent-asset-management]]>1352influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-lea-cruz-founder-of-excel-college-and-retirement-planning--52673433
I also provide clients in need of assistance with retirement planning safe options to grow their retirement nest egg as they near their retirement years, as well as show them a retirement option on how they can build a retirement plan that will provide them tax free income when they retire.

Learn More about our free webinars, workshops, and free consultation
https://www.excelcollegeandretirementplanning.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-lea-cruz-founder-of-excel-college-and-retirement-planning]]>https://api.spreaker.com/episode/52673433Wed, 08 Feb 2023 18:57:07 +0000Mike Saunders, MBAI’ve been helping families with their college planning journey since 2010. I also provide clients in need of assistance with retirement planning safe options to grow their retirement nest egg as they near their retirement years, as well as show them...
I also provide clients in need of assistance with retirement planning safe options to grow their retirement nest egg as they near their retirement years, as well as show them a retirement option on how they can build a retirement plan that will provide them tax free income when they retire.

Learn More about our free webinars, workshops, and free consultation
https://www.excelcollegeandretirementplanning.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-lea-cruz-founder-of-excel-college-and-retirement-planning]]>926influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-dan-barrett-head-nerd-at-adwords-nerds--52673363
Dan is Head Nerd at AdWords Nerds, the world’s largest Google Parter agency working only with real estate investors. He’s managed over 5 million dollars a year in client ad spend, found hundreds of real estate deals online for his clients, and been behind extensive industry experimentation and original research. He’s worked with investors and companies like Joe McCall, Alex Joungblood, Tom Krol, 1-800-Fair-Offer, Investor Carrot, and more.

Dan also runs the Search. Click. Convert Bootcamp and the exclusive REI Marketing Mastery program, intensive online workshops where he personally helps a small group of investors automate their lead acquisition and dominate their local markets online.

He’s the voice behind the REI Marketing Nerds podcast – over 150 episodes strong with a 5-star rating on Apple Podcasts – and the AdWords Nerds YouTube Channel.

You can find out more about him at AdWordsNerds.com.

Learn more:
https://adwordsnerds.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-dan-barrett-head-nerd-at-adwords-nerds]]>https://api.spreaker.com/episode/52673363Wed, 08 Feb 2023 18:48:02 +0000Mike Saunders, MBADan Barrett helps real estate investors get more leads and deals online. Dan is Head Nerd at AdWords Nerds, the world’s largest Google Parter agency working only with real estate investors. He’s managed over 5 million dollars a year in client ad...
Dan is Head Nerd at AdWords Nerds, the world’s largest Google Parter agency working only with real estate investors. He’s managed over 5 million dollars a year in client ad spend, found hundreds of real estate deals online for his clients, and been behind extensive industry experimentation and original research. He’s worked with investors and companies like Joe McCall, Alex Joungblood, Tom Krol, 1-800-Fair-Offer, Investor Carrot, and more.

Dan also runs the Search. Click. Convert Bootcamp and the exclusive REI Marketing Mastery program, intensive online workshops where he personally helps a small group of investors automate their lead acquisition and dominate their local markets online.

He’s the voice behind the REI Marketing Nerds podcast – over 150 episodes strong with a 5-star rating on Apple Podcasts – and the AdWords Nerds YouTube Channel.

You can find out more about him at AdWordsNerds.com.

Learn more:
https://adwordsnerds.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-dan-barrett-head-nerd-at-adwords-nerds]]>1164influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-steven-a-lippman-lutcf-mba-founder-of-lippman-insurance-group-discussing-fixed-indexed-annuities--52661456
After growing up in New Jersey, Steve earned a B.A. in Economics from Vanderbilt University and an MBA in Marketing Research from Cornell University. An avid fitness, music, and sports enthusiast, Steve has been a devoted coach of local youth soccer, baseball, and hockey leagues. Contact us and receive a free analysis of your situation and a proposal from one of the dozens and dozens of fine insurance companies we represent.

It’s time to address the potential financial catastrophe that will occur if you ever need to pay out of pocket for home health care or facility care!

Learn More: https://lippmaninsurancegroup.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-steven-a-lippman-lutcf-mba-founder-of-lippman-insurance-group-discussing-fixed-indexed-annuities]]>https://api.spreaker.com/episode/52661456Tue, 07 Feb 2023 16:39:17 +0000Mike Saunders, MBALippman Insurance Group, LLC, is an insurance agency in Boca Raton, FL & Alpharetta, GA headed by Steve Lippman, LUTCF, MBA. Steve has over 30 years of experience with various types of insurance for both individuals and businesses, securing...
After growing up in New Jersey, Steve earned a B.A. in Economics from Vanderbilt University and an MBA in Marketing Research from Cornell University. An avid fitness, music, and sports enthusiast, Steve has been a devoted coach of local youth soccer, baseball, and hockey leagues. Contact us and receive a free analysis of your situation and a proposal from one of the dozens and dozens of fine insurance companies we represent.

It’s time to address the potential financial catastrophe that will occur if you ever need to pay out of pocket for home health care or facility care!

Learn More: https://lippmaninsurancegroup.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-steven-a-lippman-lutcf-mba-founder-of-lippman-insurance-group-discussing-fixed-indexed-annuities]]>1312influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-rebecca-macieira-kaufmann-founder-of-rmk-group-and-author-of-fitceo--52607017
Learn more: https://rmkgroupllc.com/ OR https://fitceobook.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-rebecca-macieira-kaufmann-founder-of-rmk-group-and-author-of-fitceo]]>https://api.spreaker.com/episode/52607017Wed, 01 Feb 2023 17:14:18 +0000Mike Saunders, MBARebecca is a seasoned CEO and veteran Fortune 50 Global Executive. She draws on deep expertise in the financial services industry and has a demonstrated track record of leading highly successful business turnarounds, scaling new businesses, and...
Learn more: https://rmkgroupllc.com/ OR https://fitceobook.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-rebecca-macieira-kaufmann-founder-of-rmk-group-and-author-of-fitceo]]>1117influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-christopher-wallace-president-of-innerview--52606863
As President of InnerView, Chris and team have developed the breakthrough InFront platform, which applies market research processes to collect and analyze employee and partner perceptions of customer needs and company value proposition.

Chris shares his unique perspective as a teacher, speaker and author. He is an adjunct marketing professor at Villanova University (MBA) and is regularly published in outlets including Harvard Business Review, Forbes and Ad Age. Chris is a frequent keynote speaker and host/moderator for various trade and professional groups, and a popular guest on business podcasts, appearing on more than 50 shows.

He and his family live outside of Philadelphia and can usually be found outdoors, hiking, kayaking or pretending to play golf.

Learn more: https://innerviewgroup.com/ OR https://infrontinsights.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-christopher-wallace-president-of-innerview]]>https://api.spreaker.com/episode/52606863Wed, 01 Feb 2023 16:57:26 +0000Mike Saunders, MBAChris is a marketing and customer experience strategist. His expertise centers on how organizations can improve alignment between their go-to-market strategies and their frontline channels (sales, customer service, support, etc.). As President of...
As President of InnerView, Chris and team have developed the breakthrough InFront platform, which applies market research processes to collect and analyze employee and partner perceptions of customer needs and company value proposition.

Chris shares his unique perspective as a teacher, speaker and author. He is an adjunct marketing professor at Villanova University (MBA) and is regularly published in outlets including Harvard Business Review, Forbes and Ad Age. Chris is a frequent keynote speaker and host/moderator for various trade and professional groups, and a popular guest on business podcasts, appearing on more than 50 shows.

He and his family live outside of Philadelphia and can usually be found outdoors, hiking, kayaking or pretending to play golf.

Learn more: https://innerviewgroup.com/ OR https://infrontinsights.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-christopher-wallace-president-of-innerview]]>1055influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-steven-a-lippman-lutcf-mba-founder-of-lippman-insurance-group-discussing-hybrid-life-long-term-care-plans--52554257
After growing up in New Jersey, Steve earned a B.A. in Economics from Vanderbilt University and an MBA in Marketing Research from Cornell University. An avid fitness, music, and sports enthusiast, Steve has been a devoted coach of local youth soccer, baseball, and hockey leagues. Contact us and receive a free analysis of your situation and a proposal from one of the dozens and dozens of fine insurance companies we represent.

It’s time to address the potential financial catastrophe that will occur if you ever need to pay out of pocket for home health care or facility care!

Learn More: https://lippmaninsurancegroup.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-steven-a-lippman-lutcf-mba-founder-of-lippman-insurance-group-discussing-hybrid-life-long-term-care-plans]]>https://api.spreaker.com/episode/52554257Thu, 26 Jan 2023 19:13:43 +0000Mike Saunders, MBALippman Insurance Group, LLC, is an insurance agency in Boca Raton, FL & Alpharetta, GA headed by Steve Lippman, LUTCF, MBA. Steve has over 30 years of experience with various types of insurance for both individuals and businesses, securing...
After growing up in New Jersey, Steve earned a B.A. in Economics from Vanderbilt University and an MBA in Marketing Research from Cornell University. An avid fitness, music, and sports enthusiast, Steve has been a devoted coach of local youth soccer, baseball, and hockey leagues. Contact us and receive a free analysis of your situation and a proposal from one of the dozens and dozens of fine insurance companies we represent.

It’s time to address the potential financial catastrophe that will occur if you ever need to pay out of pocket for home health care or facility care!

Learn More: https://lippmaninsurancegroup.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-steven-a-lippman-lutcf-mba-founder-of-lippman-insurance-group-discussing-hybrid-life-long-term-care-plans]]>1068influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-jeffrey-p-morand-discussing-his-seven-f-strategy-for-life--52554141
Jeff takes his role as “advisor” very seriously. His mission is to develop a plan that is customized to your needs, educate and advise you on a course of action and assist you in making an informed decision. The final decision is always yours.

As your “advisor”, Jeff is compensated as such. compensation is based on the advice given, not on a transactional basis. This provides you with the assurance that he is truly objective in making recommendations and that he has a vested interest in the success of your financial future and in helping you meet and maintain your goals. He takes the time to understand the issues and provides practical solutions.

Jeff has assisted clients in their financial decisions since 1980. His success and knowledge in this field has allowed him to teach financial classes at University of Colorado at Denver, participate as a member of the National Association of College Funding Advisors, and the National Association of Financial Planners. He has been featured in the Los Angles Times. Jeff has hosted 2 television programs, ‘The Financial Beacon” and “Making the Most of your Money”. He has been a guest on KTLA’s Saturday Morning Show and KIGH Radio talk show. He has earned the professional designation of Registered Financial Consultant awarded by the International Association of Registered Financial Consultants. Jeff is also a member of the National Association of Eagle Scouts.
Jeff’s family is his first priority and he lives with his wife Lori in Parker, Colorado. All of his family are very active in their church. His hobbies are golf, camping, traveling and reading.

Jeff not only provides you with sound financial advice but with a responsive team of professionals who are always available and ready to answer any questions you may have.

Learn More:

www.MySevenFs.com

https://www.fmgwebsites.com/febe98b5-26f6-4cb3-9ec2-f3b1e046192a/mysevenfs-com

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-jeffrey-p-morand-discussing-his-seven-f-strategy-for-life]]>https://api.spreaker.com/episode/52554141Thu, 26 Jan 2023 19:00:51 +0000Mike Saunders, MBAJeff founded JP Morand & Company based on principals designed to assist families in creating and protecting their wealth in preparation for college planning and a financially secure retirement. His approach to business is an individually focused...
Jeff takes his role as “advisor” very seriously. His mission is to develop a plan that is customized to your needs, educate and advise you on a course of action and assist you in making an informed decision. The final decision is always yours.

As your “advisor”, Jeff is compensated as such. compensation is based on the advice given, not on a transactional basis. This provides you with the assurance that he is truly objective in making recommendations and that he has a vested interest in the success of your financial future and in helping you meet and maintain your goals. He takes the time to understand the issues and provides practical solutions.

Jeff has assisted clients in their financial decisions since 1980. His success and knowledge in this field has allowed him to teach financial classes at University of Colorado at Denver, participate as a member of the National Association of College Funding Advisors, and the National Association of Financial Planners. He has been featured in the Los Angles Times. Jeff has hosted 2 television programs, ‘The Financial Beacon” and “Making the Most of your Money”. He has been a guest on KTLA’s Saturday Morning Show and KIGH Radio talk show. He has earned the professional designation of Registered Financial Consultant awarded by the International Association of Registered Financial Consultants. Jeff is also a member of the National Association of Eagle Scouts.
Jeff’s family is his first priority and he lives with his wife Lori in Parker, Colorado. All of his family are very active in their church. His hobbies are golf, camping, traveling and reading.

Jeff not only provides you with sound financial advice but with a responsive team of professionals who are always available and ready to answer any questions you may have.

Learn More:

www.MySevenFs.com

https://www.fmgwebsites.com/febe98b5-26f6-4cb3-9ec2-f3b1e046192a/mysevenfs-com

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-jeffrey-p-morand-discussing-his-seven-f-strategy-for-life]]>1475influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-jeffrey-p-morand-career-college-planning-coach-discussing-college-planning--52541382
Jeff takes his role as “advisor” very seriously. His mission is to develop a plan that is customized to your needs, educate and advise you on a course of action and assist you in making an informed decision. The final decision is always yours.

As your “advisor”, Jeff is compensated as such. compensation is based on the advice given, not on a transactional basis. This provides you with the assurance that he is truly objective in making recommendations and that he has a vested interest in the success of your financial future and in helping you meet and maintain your goals. He takes the time to understand the issues and provides practical solutions.

Jeff has assisted clients in their financial decisions since 1980. His success and knowledge in this field has allowed him to teach financial classes at University of Colorado at Denver, participate as a member of the National Association of College Funding Advisors, and the National Association of Financial Planners. He has been featured in the Los Angles Times. Jeff has hosted 2 television programs, ‘The Financial Beacon” and “Making the Most of your Money”. He has been a guest on KTLA’s Saturday Morning Show and KIGH Radio talk show. He has earned the professional designation of Registered Financial Consultant awarded by the International Association of Registered Financial Consultants. Jeff is also a member of the National Association of Eagle Scouts.
Jeff’s family is his first priority and he lives with his wife Lori in Parker, Colorado. All of his family are very active in their church. His hobbies are golf, camping, traveling and reading.

Jeff not only provides you with sound financial advice but with a responsive team of professionals who are always available and ready to answer any questions you may have.

Learn about the Countdown to College: http://www.collegefundingcoach.com/

Get your free College Money Report™ – https://planning.college/collegefundiungcoach/cmr

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-jeffrey-p-morand-career-college-planning-coach-discussing-college-planning]]>https://api.spreaker.com/episode/52541382Wed, 25 Jan 2023 16:05:12 +0000Mike Saunders, MBAJeff founded JP Morand & Company based on principals designed to assist families in creating and protecting their wealth in preparation for college planning and a financially secure retirement. His approach to business is an individually focused...
Jeff takes his role as “advisor” very seriously. His mission is to develop a plan that is customized to your needs, educate and advise you on a course of action and assist you in making an informed decision. The final decision is always yours.

As your “advisor”, Jeff is compensated as such. compensation is based on the advice given, not on a transactional basis. This provides you with the assurance that he is truly objective in making recommendations and that he has a vested interest in the success of your financial future and in helping you meet and maintain your goals. He takes the time to understand the issues and provides practical solutions.

Jeff has assisted clients in their financial decisions since 1980. His success and knowledge in this field has allowed him to teach financial classes at University of Colorado at Denver, participate as a member of the National Association of College Funding Advisors, and the National Association of Financial Planners. He has been featured in the Los Angles Times. Jeff has hosted 2 television programs, ‘The Financial Beacon” and “Making the Most of your Money”. He has been a guest on KTLA’s Saturday Morning Show and KIGH Radio talk show. He has earned the professional designation of Registered Financial Consultant awarded by the International Association of Registered Financial Consultants. Jeff is also a member of the National Association of Eagle Scouts.
Jeff’s family is his first priority and he lives with his wife Lori in Parker, Colorado. All of his family are very active in their church. His hobbies are golf, camping, traveling and reading.

Jeff not only provides you with sound financial advice but with a responsive team of professionals who are always available and ready to answer any questions you may have.

Learn about the Countdown to College: http://www.collegefundingcoach.com/

Get your free College Money Report™ – https://planning.college/collegefundiungcoach/cmr

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-jeffrey-p-morand-career-college-planning-coach-discussing-college-planning]]>1482influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-josh-d-millang-president-of-retirement-protectors-discussing-ira-maximization-concepts--52479925
HEALTH- With our proprietary Carrier Connect Platform, we educate Medicare Beneficiaries on the multitude of plan types and companies available in their local market, set expectations for their optimal healthcare experience, and support them over time with our Proactive Service Model ™

WEALTH- Financial professionals do fabulous work getting people to retirement, so they can work with us. We leverage the strategies, tactics, products and technology to craft bulletproof retirement income strategies- for retirees that don’t want to run into worries or run out of money.

LEGACY- Most people prefer to leave their legacy to loved ones, rather than their greedy Uncle or a local care facility. We implement innovative planning concepts to mitigate these risks, in some cases without exclusively tying up valuable assets.

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

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-josh-d-millang-president-of-retirement-protectors-discussing-ira-maximization-concepts]]>https://api.spreaker.com/episode/52479925Thu, 19 Jan 2023 01:53:52 +0000Mike Saunders, MBARPI is actively managing Health, Wealth and Legacy solutions for over 2,000 retiree clients from our Central Iowa Headquarters since 2008. We are an established succession planning firm for retiring Medicare Insurance Agents and a Wealth/ Legacy...
HEALTH- With our proprietary Carrier Connect Platform, we educate Medicare Beneficiaries on the multitude of plan types and companies available in their local market, set expectations for their optimal healthcare experience, and support them over time with our Proactive Service Model ™

WEALTH- Financial professionals do fabulous work getting people to retirement, so they can work with us. We leverage the strategies, tactics, products and technology to craft bulletproof retirement income strategies- for retirees that don’t want to run into worries or run out of money.

LEGACY- Most people prefer to leave their legacy to loved ones, rather than their greedy Uncle or a local care facility. We implement innovative planning concepts to mitigate these risks, in some cases without exclusively tying up valuable assets.

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

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-josh-d-millang-president-of-retirement-protectors-discussing-ira-maximization-concepts]]>1710influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-stephen-ross-ceo-of-ross-insurance-brokers-dave-ramsey-trusted-provider--52478777
In 1998, I was offered an opportunity as an Insurance Agent and thought I would give it a try. I found that I really enjoyed getting to know each family member and having the ability to design an insurance plan that would meet their specific needs and budget. This began my passion for helping families and individuals through the insurance industry, as well as living, as an example of faith in the business world.

My family and I decided to relocate to Portland Oregon in 2002, where I began working for New York Life. During that time, I took Dave Ramsey’s Financial Peace University through my church. This class totally changed my way of thinking towards insurance and inspired me to work independently. In 2003, I quit New York Life and began the adventure of Ross Insurance Brokers out of my garage. By 2007, Ross Insurance Brokers was officially incorporated! I then focused on building a team that allowed the company to expand into other lines of insurance. I have found that each team member has their own strength which provides a better client experience. Teamwork is a very important value of who we are today!

I loved what I had learned through Dave Ramsey’s programs and decided that I wanted to partner with his company, Ramsey Solutions. I became a Dave Ramsey Health Endorsed Local Provider for Oregon in 2011 and quickly expanded to several states. My heart was to make sure everyone would get the best value and price for their policies. I approached each policy as if I were purchasing them myself and applied the common knowledge that Dave Ramsey talks about.

Business for Ross Insurance Brokers, Inc. continued to grow. We have been in the business for 22 years now and we are working hard to continuously provide excellent care for our customers. We are a Dave Ramsey Health ELP in 14 states. We now have a full team dedicated to making sure that every client is provided with education and genuine care for their specific journey. My goal as the CEO and President of Ross Insurance Brokers, Inc. is to show that we value people before profit, we will be innovative in our solutions to meet each individual’s needs, and will strive for excellence in all that we do.

With my wife from Singapore and my heart for missions it’s our desire to use our company to give back into the lives of those less fortunate than ourselves in Asia. Today, both my children Josh and Grace works with me as we grow this mission to help families around the world.

With Covid, our team has changed. We used to have an office but we have found that even working remotely we are able to work more effectively and are able to serve our clients efficiently. Our team is located throughout the country and in the Philippines where we can give back to the community.

We look forward to beginning a journey with you!

Set an appointment with one of our advisors in our office. https://rossbrokers.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-stephen-ross-ceo-of-ross-insurance-brokers-dave-ramsey-trusted-provider]]>https://api.spreaker.com/episode/52478777Wed, 18 Jan 2023 22:58:33 +0000Mike Saunders, MBAI was born and raised in New Zealand. I completed Bible college in World Missions at the age of 24 in Singapore. My hope was to be involved in the missions in Asia. I was newly married and needed to find a job that would provide for my family and so I...
In 1998, I was offered an opportunity as an Insurance Agent and thought I would give it a try. I found that I really enjoyed getting to know each family member and having the ability to design an insurance plan that would meet their specific needs and budget. This began my passion for helping families and individuals through the insurance industry, as well as living, as an example of faith in the business world.

My family and I decided to relocate to Portland Oregon in 2002, where I began working for New York Life. During that time, I took Dave Ramsey’s Financial Peace University through my church. This class totally changed my way of thinking towards insurance and inspired me to work independently. In 2003, I quit New York Life and began the adventure of Ross Insurance Brokers out of my garage. By 2007, Ross Insurance Brokers was officially incorporated! I then focused on building a team that allowed the company to expand into other lines of insurance. I have found that each team member has their own strength which provides a better client experience. Teamwork is a very important value of who we are today!

I loved what I had learned through Dave Ramsey’s programs and decided that I wanted to partner with his company, Ramsey Solutions. I became a Dave Ramsey Health Endorsed Local Provider for Oregon in 2011 and quickly expanded to several states. My heart was to make sure everyone would get the best value and price for their policies. I approached each policy as if I were purchasing them myself and applied the common knowledge that Dave Ramsey talks about.

Business for Ross Insurance Brokers, Inc. continued to grow. We have been in the business for 22 years now and we are working hard to continuously provide excellent care for our customers. We are a Dave Ramsey Health ELP in 14 states. We now have a full team dedicated to making sure that every client is provided with education and genuine care for their specific journey. My goal as the CEO and President of Ross Insurance Brokers, Inc. is to show that we value people before profit, we will be innovative in our solutions to meet each individual’s needs, and will strive for excellence in all that we do.

With my wife from Singapore and my heart for missions it’s our desire to use our company to give back into the lives of those less fortunate than ourselves in Asia. Today, both my children Josh and Grace works with me as we grow this mission to help families around the world.

With Covid, our team has changed. We used to have an office but we have found that even working remotely we are able to work more effectively and are able to serve our clients efficiently. Our team is located throughout the country and in the Philippines where we can give back to the community.

We look forward to beginning a journey with you!

Set an appointment with one of our advisors in our office. https://rossbrokers.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-stephen-ross-ceo-of-ross-insurance-brokers-dave-ramsey-trusted-provider]]>1206influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-david-latten-head-of-procurement-at-logitech-international--52478641
2022 co-founded the coalition for gender fair procurement:
https://genderfairprocurement.com/

Learn more:
https://www.logitech.com/
https://www.linkedin.com/in/david-latten

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-david-latten-head-of-procurement-at-logitech-international]]>https://api.spreaker.com/episode/52478641Wed, 18 Jan 2023 22:30:25 +0000Mike Saunders, MBADavid is the Head of Procurement at Logitech International with whom his career spans over a decade across management roles in finance and more recently procurement. David’s primary priority as a procurement leader today is to ensure Logitech and the...
2022 co-founded the coalition for gender fair procurement:
https://genderfairprocurement.com/

Learn more:
https://www.logitech.com/
https://www.linkedin.com/in/david-latten

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-david-latten-head-of-procurement-at-logitech-international]]>1043influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-joshua-schwadron-ceo-and-founder-of-mighty-personal-injury-disruptor--52478431
For Josh, the opportunity to not only fix a broken system but to genuinely help the most underserved and marginalized members of American society get back to normal after such a critically difficult moment in their lives is what inspires him to continue the fight against this industry that has been so resistant to change over the last five decades.

Learn more: https://www.mighty.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-joshua-schwadron-ceo-and-founder-of-mighty-personal-injury-disruptor]]>https://api.spreaker.com/episode/52478431Wed, 18 Jan 2023 22:02:07 +0000Mike Saunders, MBAJoshua Schwadron is the CEO and Founder of Mighty, a legal tech startup that is fixing the personal injury system by helping people injured in an accident get the help they need to recover legally, physically, mentally and financially by putting their...
For Josh, the opportunity to not only fix a broken system but to genuinely help the most underserved and marginalized members of American society get back to normal after such a critically difficult moment in their lives is what inspires him to continue the fight against this industry that has been so resistant to change over the last five decades.

Learn more: https://www.mighty.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-joshua-schwadron-ceo-and-founder-of-mighty-personal-injury-disruptor]]>1218influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-david-drebin--52454532
With 25+ years of experience, he has worked with many iconic brands, including Mercedes, MTV, Nike, Coca-Cola, and Davidoff, as well as A-list stars and business giants like Steve Jobs.

During his first-ever show in 2004, Elton John bought half of his pieces, which helped his career take off.

David has also been featured in countless publications, including Vanity Fair, The New York Times Magazine, Rolling Stone, and Condé Nast Traveller, and he has published 10 art books that have sold thousands of copies worldwide.

Learn more: http://daviddrebin.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-david-drebin]]>https://api.spreaker.com/episode/52454532Mon, 16 Jan 2023 17:19:19 +0000Mike Saunders, MBADavid is best known for his stunning limited edition artworks, which have been exhibited 100+ times at the world’s most prestigious galleries and sold for tens of thousands of dollars. With 25+ years of experience, he has worked with many iconic...
With 25+ years of experience, he has worked with many iconic brands, including Mercedes, MTV, Nike, Coca-Cola, and Davidoff, as well as A-list stars and business giants like Steve Jobs.

During his first-ever show in 2004, Elton John bought half of his pieces, which helped his career take off.

David has also been featured in countless publications, including Vanity Fair, The New York Times Magazine, Rolling Stone, and Condé Nast Traveller, and he has published 10 art books that have sold thousands of copies worldwide.

Learn more: http://daviddrebin.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-david-drebin]]>948influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-nick-bliss-partner-financial-advisor-with-clear-strategy-discussing-a-holistic-approach-to-retirement-planning--52373642
Learn More: https://myclearstrategy.com/

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.
The views expressed are not necessarily the opinion of this podcast interview, and should not be construed directly or indirectly, as an offer to buy or sell any securities or services mentioned herein. Investing is subject to risks including loss of principal invested. Past performance is not a guarantee of future results. No strategy can assure a profit nor protect against loss. Please note that individual situations can vary. Therefore, the information should only be relied upon when coordinated with individual professional advice.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-nick-bliss-partner-financial-advisor-with-clear-strategy-discussing-a-holistic-approach-to-retirement-planning]]>https://api.spreaker.com/episode/52373642Fri, 06 Jan 2023 20:51:24 +0000Mike Saunders, MBAI am passionate about bringing financial planning the next level as the industry demand grows stronger. I studied accounting at Saginaw Valley State University and I retain my Series 7,66, Life, Accident,Health Insurance and Variable Annuity licenses....
Learn More: https://myclearstrategy.com/

Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.
The views expressed are not necessarily the opinion of this podcast interview, and should not be construed directly or indirectly, as an offer to buy or sell any securities or services mentioned herein. Investing is subject to risks including loss of principal invested. Past performance is not a guarantee of future results. No strategy can assure a profit nor protect against loss. Please note that individual situations can vary. Therefore, the information should only be relied upon when coordinated with individual professional advice.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-nick-bliss-partner-financial-advisor-with-clear-strategy-discussing-a-holistic-approach-to-retirement-planning]]>1219influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-jeffrey-p-morand-career-college-planning-coach-discussing-career-planning--52373610
Jeff takes his role as “advisor” very seriously. His mission is to develop a plan that is customized to your needs, educate and advise you on a course of action and assist you in making an informed decision. The final decision is always yours.

As your “advisor”, Jeff is compensated as such. compensation is based on the advice given, not on a transactional basis. This provides you with the assurance that he is truly objective in making recommendations and that he has a vested interest in the success of your financial future and in helping you meet and maintain your goals. He takes the time to understand the issues and provides practical solutions.

Jeff has assisted clients in their financial decisions since 1980. His success and knowledge in this field has allowed him to teach financial classes at University of Colorado at Denver, participate as a member of the National Association of College Funding Advisors, and the National Association of Financial Planners. He has been featured in the Los Angles Times. Jeff has hosted 2 television programs, ‘The Financial Beacon” and “Making the Most of your Money”. He has been a guest on KTLA’s Saturday Morning Show and KIGH Radio talk show. He has earned the professional designation of Registered Financial Consultant awarded by the International Association of Registered Financial Consultants. Jeff is also a member of the National Association of Eagle Scouts.
Jeff’s family is his first priority and he lives with his wife Lori in Parker, Colorado. All of his family are very active in their church. His hobbies are golf, camping, traveling and reading.

Jeff not only provides you with sound financial advice but with a responsive team of professionals who are always available and ready to answer any questions you may have.

Learn More: http://www.CollegeFundingCoach.com/

DISCOVER YOUR WORK PERSONALITY STRENGTHS AND BEST CAREERS
https://www.careerfitter.com/free_test/careerbuilder?afid=1593

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-jeffrey-p-morand-rfc-registered-financial-consultant-college-funding-coach-discussing-career-planning]]>https://api.spreaker.com/episode/52373610Fri, 06 Jan 2023 20:42:39 +0000Mike Saunders, MBAJeff founded JP Morand & Company based on principals designed to assist families in creating and protecting their wealth in preparation for college planning and a financially secure retirement. His approach to business is an individually focused...
Jeff takes his role as “advisor” very seriously. His mission is to develop a plan that is customized to your needs, educate and advise you on a course of action and assist you in making an informed decision. The final decision is always yours.

As your “advisor”, Jeff is compensated as such. compensation is based on the advice given, not on a transactional basis. This provides you with the assurance that he is truly objective in making recommendations and that he has a vested interest in the success of your financial future and in helping you meet and maintain your goals. He takes the time to understand the issues and provides practical solutions.

Jeff has assisted clients in their financial decisions since 1980. His success and knowledge in this field has allowed him to teach financial classes at University of Colorado at Denver, participate as a member of the National Association of College Funding Advisors, and the National Association of Financial Planners. He has been featured in the Los Angles Times. Jeff has hosted 2 television programs, ‘The Financial Beacon” and “Making the Most of your Money”. He has been a guest on KTLA’s Saturday Morning Show and KIGH Radio talk show. He has earned the professional designation of Registered Financial Consultant awarded by the International Association of Registered Financial Consultants. Jeff is also a member of the National Association of Eagle Scouts.
Jeff’s family is his first priority and he lives with his wife Lori in Parker, Colorado. All of his family are very active in their church. His hobbies are golf, camping, traveling and reading.

Jeff not only provides you with sound financial advice but with a responsive team of professionals who are always available and ready to answer any questions you may have.

Learn More: http://www.CollegeFundingCoach.com/

DISCOVER YOUR WORK PERSONALITY STRENGTHS AND BEST CAREERS
https://www.careerfitter.com/free_test/careerbuilder?afid=1593

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-jeffrey-p-morand-rfc-registered-financial-consultant-college-funding-coach-discussing-career-planning]]>1503influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-dominique-dieujuste-financial-professional-ceo-of-dieujuste-financial-discussing-generational-wealth--52290955
Prior to Dieujuste Financial LLC, Dominique enjoyed over six years of financial services at MetLife and National Financial Service Group, where his ability to sincerely connect with his clients cultivated his value as a financial professional. In addition to a successful career, Dominique is committed to serving his community as a mentor and coach to many young adults inspiring them to achieve their life goals.

Dominique also embraces professional community involvement as exemplified through his service as the past President of the South Dekalb Business Association.

Dominique is a proud alumni of the University of North Georgia where he earned B.S in Finance. He enjoys playing basketball in his spare time and is committed to health and wellness.

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

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-dominique-dieujuste-financial-professional-ceo-of-dieujuste-financial-discussing-generational-wealth]]>https://api.spreaker.com/episode/52290955Tue, 27 Dec 2022 17:51:01 +0000Mike Saunders, MBADominique Dieujuste is the CEO of Dieujuste Financial, LLC. As one of Atlanta’s most trusted Financial Professionals, Dominique’s goal is to be a valuable life-time resource for all of his clients. His focus is bridging the gap to your financial...
Prior to Dieujuste Financial LLC, Dominique enjoyed over six years of financial services at MetLife and National Financial Service Group, where his ability to sincerely connect with his clients cultivated his value as a financial professional. In addition to a successful career, Dominique is committed to serving his community as a mentor and coach to many young adults inspiring them to achieve their life goals.

Dominique also embraces professional community involvement as exemplified through his service as the past President of the South Dekalb Business Association.

Dominique is a proud alumni of the University of North Georgia where he earned B.S in Finance. He enjoys playing basketball in his spare time and is committed to health and wellness.

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

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-dominique-dieujuste-financial-professional-ceo-of-dieujuste-financial-discussing-generational-wealth]]>1027influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-dominique-dieujuste-financial-professional-ceo-of-dieujuste-financial-discussing-key-person-business-strategies--52269160
Prior to Dieujuste Financial LLC, Dominique enjoyed over six years of financial services at MetLife and National Financial Service Group, where his ability to sincerely connect with his clients cultivated his value as a financial professional. In addition to a successful career, Dominique is committed to serving his community as a mentor and coach to many young adults inspiring them to achieve their life goals.

Dominique also embraces professional community involvement as exemplified through his service as the past President of the South Dekalb Business Association.

Dominique is a proud alumni of the University of North Georgia where he earned B.S in Finance. He enjoys playing basketball in his spare time and is committed to health and wellness.

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

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-dominique-dieujuste-financial-professional-ceo-of-dieujuste-financial-discussing-key-person-business-strategies]]>https://api.spreaker.com/episode/52269160Fri, 23 Dec 2022 18:10:05 +0000Mike Saunders, MBADominique Dieujuste is the CEO of Dieujuste Financial, LLC. As one of Atlanta’s most trusted Financial Professionals, Dominique’s goal is to be a valuable life-time resource for all of his clients. His focus is bridging the gap to your financial...
Prior to Dieujuste Financial LLC, Dominique enjoyed over six years of financial services at MetLife and National Financial Service Group, where his ability to sincerely connect with his clients cultivated his value as a financial professional. In addition to a successful career, Dominique is committed to serving his community as a mentor and coach to many young adults inspiring them to achieve their life goals.

Dominique also embraces professional community involvement as exemplified through his service as the past President of the South Dekalb Business Association.

Dominique is a proud alumni of the University of North Georgia where he earned B.S in Finance. He enjoys playing basketball in his spare time and is committed to health and wellness.

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

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-dominique-dieujuste-financial-professional-ceo-of-dieujuste-financial-discussing-key-person-business-strategies]]>845influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-john-shegerian-co-founder-and-ceo-of-eri--52259137
Learn more: https://eridirect.com/

Get your FREE copy of John’s Amazon bestselling book The Insecurity of Everything: How Hardware Data Security is Becoming the Most Important Topic in the World – just email John at jss@eridirect.com

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-john-shegerian-co-founder-and-ceo-of-eri]]>https://api.spreaker.com/episode/52259137Thu, 22 Dec 2022 17:01:51 +0000Mike Saunders, MBAJohn Shegerian – the serial entrepreneur responsible for co-founding Homeboy Industries, FinancialAid.com, Engage and many other impactful organizations — currently serves as co-founder, Chairman and CEO of ERI, the largest cybersecurity-focused...
Learn more: https://eridirect.com/

Get your FREE copy of John’s Amazon bestselling book The Insecurity of Everything: How Hardware Data Security is Becoming the Most Important Topic in the World – just email John at jss@eridirect.com

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-john-shegerian-co-founder-and-ceo-of-eri]]>973influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-steven-a-lippman-lutcf-mba-founder-of-lippman-insurance-group-discussing-long-term-care--52247210
After growing up in New Jersey, Steve earned a B.A. in Economics from Vanderbilt University and an MBA in Marketing Research from Cornell University. An avid fitness, music, and sports enthusiast, Steve has been a devoted coach of local youth soccer, baseball, and hockey leagues. Contact us and receive a free analysis of your situation and a proposal from one of the dozens and dozens of fine insurance companies we represent.

It’s time to address the potential financial catastrophe that will occur if you ever need to pay out of pocket for home health care or facility care!

Learn More: https://lippmaninsurancegroup.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-steven-a-lippman-lutcf-mba-founder-of-lippman-insurance-group-discussing-long-term-care]]>https://api.spreaker.com/episode/52247210Wed, 21 Dec 2022 16:11:23 +0000Mike Saunders, MBALippman Insurance Group, LLC, is an insurance agency in Boca Raton, FL & Alpharetta, GA headed by Steve Lippman, LUTCF, MBA. Steve has over 30 years of experience with various types of insurance for both individuals and businesses, securing families...
After growing up in New Jersey, Steve earned a B.A. in Economics from Vanderbilt University and an MBA in Marketing Research from Cornell University. An avid fitness, music, and sports enthusiast, Steve has been a devoted coach of local youth soccer, baseball, and hockey leagues. Contact us and receive a free analysis of your situation and a proposal from one of the dozens and dozens of fine insurance companies we represent.

It’s time to address the potential financial catastrophe that will occur if you ever need to pay out of pocket for home health care or facility care!

Learn More: https://lippmaninsurancegroup.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-steven-a-lippman-lutcf-mba-founder-of-lippman-insurance-group-discussing-long-term-care]]>1155influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-dominique-dieujuste-financial-professional-ceo-of-dieujuste-financial--52247061
Prior to Dieujuste Financial LLC, Dominique enjoyed over six years of financial services at MetLife and National Financial Service Group, where his ability to sincerely connect with his clients cultivated his value as a financial professional. In addition to a successful career, Dominique is committed to serving his community as a mentor and coach to many young adults inspiring them to achieve their life goals.

Dominique also embraces professional community involvement as exemplified through his service as the past President of the South Dekalb Business Association.

Dominique is a proud alumni of the University of North Georgia where he earned B.S in Finance. He enjoys playing basketball in his spare time and is committed to health and wellness.

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

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-dominique-dieujuste-financial-professional-ceo-of-dieujuste-financial]]>https://api.spreaker.com/episode/52247061Wed, 21 Dec 2022 15:53:41 +0000Mike Saunders, MBADominique Dieujuste is the CEO of Dieujuste Financial, LLC. As one of Atlanta’s most trusted Financial Professionals, Dominique’s goal is to be a valuable life-time resource for all of his clients. His focus is bridging the gap to your financial...
Prior to Dieujuste Financial LLC, Dominique enjoyed over six years of financial services at MetLife and National Financial Service Group, where his ability to sincerely connect with his clients cultivated his value as a financial professional. In addition to a successful career, Dominique is committed to serving his community as a mentor and coach to many young adults inspiring them to achieve their life goals.

Dominique also embraces professional community involvement as exemplified through his service as the past President of the South Dekalb Business Association.

Dominique is a proud alumni of the University of North Georgia where he earned B.S in Finance. He enjoys playing basketball in his spare time and is committed to health and wellness.

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

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-dominique-dieujuste-financial-professional-ceo-of-dieujuste-financial]]>1074influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-david-tamm-founder-and-ceo-of-pencerita--52229304
On top of his extensive startup experience, David has nearly 20 years of project and program management expertise in the technology, operations, and sales disciplines. Digital innovation is one of David’s specialties, as well as marketing insight and research, executive leadership, and corporate sales.

As a lifelong learner, David has three degrees and has attended CU Boulder, Auburn, the University of Maryland, and three other institutions of higher learning. He’s currently engaged in research at the doctoral level and is working toward an MBA. His private research interests are in the realms of virtual reality and artificial intelligence.

David has worked in both the government and corporate industry sectors and has proven himself to be a leader time and time again. He served for nearly ten years as an enlisted Airman and Officer with the United States Air Force, and is a combat veteran with deployments to Iraq and Afghanistan. He formerly held a Top Secret – SCI clearance.

The military instilled in David a strong sense of devotion to volunteering and giving back to his local community and his respective fields. It also taught him the importance of investing in the next generation. Because of this, David frequently mentors up-and-coming business owners from all over the world.

David currently lives in Highlands Ranch, Colorado, and enjoys traveling and spending quality time with his wife. He’s as equally dedicated to his own personal development as he is to the success of his business ventures and continually strives to be a great husband and a loving Corgi dad.

Learn more: https://pencerita.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-david-tamm-founder-and-ceo-of-pencerita]]>https://api.spreaker.com/episode/52229304Mon, 19 Dec 2022 17:58:35 +0000Mike Saunders, MBADavid Tamm is an accomplished leader, author, thought pioneer, and the Founder and CEO of Pencerita, a legacy preservation platform designed to put users back in control of their narrative, data, and content. As a business builder, David has a flair...
On top of his extensive startup experience, David has nearly 20 years of project and program management expertise in the technology, operations, and sales disciplines. Digital innovation is one of David’s specialties, as well as marketing insight and research, executive leadership, and corporate sales.

As a lifelong learner, David has three degrees and has attended CU Boulder, Auburn, the University of Maryland, and three other institutions of higher learning. He’s currently engaged in research at the doctoral level and is working toward an MBA. His private research interests are in the realms of virtual reality and artificial intelligence.

David has worked in both the government and corporate industry sectors and has proven himself to be a leader time and time again. He served for nearly ten years as an enlisted Airman and Officer with the United States Air Force, and is a combat veteran with deployments to Iraq and Afghanistan. He formerly held a Top Secret – SCI clearance.

The military instilled in David a strong sense of devotion to volunteering and giving back to his local community and his respective fields. It also taught him the importance of investing in the next generation. Because of this, David frequently mentors up-and-coming business owners from all over the world.

David currently lives in Highlands Ranch, Colorado, and enjoys traveling and spending quality time with his wife. He’s as equally dedicated to his own personal development as he is to the success of his business ventures and continually strives to be a great husband and a loving Corgi dad.

Learn more: https://pencerita.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-david-tamm-founder-and-ceo-of-pencerita]]>1236influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-jack-sharry-chief-growth-officer-at-lifeyield--52229200
Learn more: https://www.lifeyield.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-jack-sharry-chief-growth-officer-at-lifeyield]]>https://api.spreaker.com/episode/52229200Mon, 19 Dec 2022 17:40:43 +0000Mike Saunders, MBAJack Sharry is the Chief Growth Officer at LifeYield, co-chair of the Money Management Institute Digital Advice Community, a member of the Next Chapter Executive Leadership Advisory Board, and co-chair of Next Chapter Leadership in Action. He also...
Learn more: https://www.lifeyield.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-jack-sharry-chief-growth-officer-at-lifeyield]]>1388influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-dave-valentine-ceo-speaker-business-coach-strategist--52208799
When his doctor asked him at the age of 29 “Are you prepared for your heart attack?” He realized he needed to learn how to scale businesses without the stress killing him. Dave now runs his companies from the mountains next to a river and 3 waterfalls.

Using a conscious capitalism and unconventional marketing approach, he was able to rapidly grow his businesses by investing money into his people instead of paid advertising.

After selling his first business, he acquired 3 companies and has invested $3 million into companies this year. His mission is to employ over 200,000 people and revolutionize the way we reward good talent.

He wants to be so big that governments can’t ignore him because his companies take up too much of their GDP. Or, put simply … he wants to buy the freedom that was stolen by greedy individuals and corporations

Learn more: https://davevalentine.co/oo

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-dave-valentine-ceo-speaker-business-coach-strategist]]>https://api.spreaker.com/episode/52208799Fri, 16 Dec 2022 22:03:25 +0000Mike Saunders, MBADave owns 8 businesses which have generated over a billion dollars collectively for over 1,000 clients, including major brands and fortune 100 companies like Target, Time Magazine and American Express. When his doctor asked him at the age of 29...
When his doctor asked him at the age of 29 “Are you prepared for your heart attack?” He realized he needed to learn how to scale businesses without the stress killing him. Dave now runs his companies from the mountains next to a river and 3 waterfalls.

Using a conscious capitalism and unconventional marketing approach, he was able to rapidly grow his businesses by investing money into his people instead of paid advertising.

After selling his first business, he acquired 3 companies and has invested $3 million into companies this year. His mission is to employ over 200,000 people and revolutionize the way we reward good talent.

He wants to be so big that governments can’t ignore him because his companies take up too much of their GDP. Or, put simply … he wants to buy the freedom that was stolen by greedy individuals and corporations

Learn more: https://davevalentine.co/oo

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-dave-valentine-ceo-speaker-business-coach-strategist]]>1210influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-josh-d-millang-president-of-retirement-protectors-discussing-long-term-care-strategies--52208737
HEALTH- With our proprietary Carrier Connect Platform, we educate Medicare Beneficiaries on the multitude of plan types and companies available in their local market, set expectations for their optimal healthcare experience, and support them over time with our Proactive Service Model ™

WEALTH- Financial professionals do fabulous work getting people to retirement, so they can work with us. We leverage the strategies, tactics, products and technology to craft bulletproof retirement income strategies- for retirees that don’t want to run into worries or run out of money.

LEGACY- Most people prefer to leave their legacy to loved ones, rather than their greedy Uncle or a local care facility. We implement innovative planning concepts to mitigate these risks, in some cases without exclusively tying up valuable assets.

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

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-josh-d-millang-president-of-retirement-protectors-discussing-long-term-care-strategies]]>https://api.spreaker.com/episode/52208737Fri, 16 Dec 2022 21:53:23 +0000Mike Saunders, MBARPI is actively managing Health, Wealth and Legacy solutions for over 2,000 retiree clients from our Central Iowa Headquarters since 2008. We are an established succession planning firm for retiring Medicare Insurance Agents and a Wealth/ Legacy...
HEALTH- With our proprietary Carrier Connect Platform, we educate Medicare Beneficiaries on the multitude of plan types and companies available in their local market, set expectations for their optimal healthcare experience, and support them over time with our Proactive Service Model ™

WEALTH- Financial professionals do fabulous work getting people to retirement, so they can work with us. We leverage the strategies, tactics, products and technology to craft bulletproof retirement income strategies- for retirees that don’t want to run into worries or run out of money.

LEGACY- Most people prefer to leave their legacy to loved ones, rather than their greedy Uncle or a local care facility. We implement innovative planning concepts to mitigate these risks, in some cases without exclusively tying up valuable assets.

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

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-josh-d-millang-president-of-retirement-protectors-discussing-long-term-care-strategies]]>1312influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-andrew-carrillo-president-and-founder-of-barnett-capital-advisors-discussing-social-security-claiming-options--52198840
Throughout his career, Andrew Carrillo has earned the designation of Certified Financial Planner™ (CFP®), Accredited Wealth Management AdvisorSM (AWMA®), and Chartered Retirement Planning CounselorSM (CRPC®), each of which requires advanced financial planning studies and adherence to a strict code of professional conduct.
Andrew Carrillo is a CFP Designee. The CFP designation is considered the most prestigious and sought after designation in the Financial planning industry. Members adhere to the highest standards of professional competence, ethical conduct, and clear, complete disclosure to those they serve.
As a CFP designee and Investment Advisor. Andrew Carrillo is held to a fiduciary standard with his clients, the highest standard for customer care under law. Andrew lives every day believing his client’s best interests are his as well.

Andrew Carrillo completed his undergraduate degree at Florida State University earning a Bachelor’s Degree in International Affairs with a focus in Finance. He is a graduate of the University of Pennsylvania, Wharton School Portfolio Management and Investment Strategies Program.
His clients are primarily high net worth Baby-boomers, Families, Retirees, Pre-retirees, and Institutions.

When he’s not helping clients reach their financial goals, Andrew is usually spending time with his family or studying and staying current with economic and financial planning topics. Andrew was born and raised in New York, but has enjoyed living in South Florida for the last 20 years and currently lives in Miami.

Learn More: http://www.barnettcapitaladvisors.com/

Investment Advisory Services provided by Barnett Capital Advisors a Registered investment advisor.


Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-andrew-carrillo-president-and-founder-of-barnett-capital-advisors-discussing-social-security-claiming-options]]>https://api.spreaker.com/episode/52198840Thu, 15 Dec 2022 21:59:08 +0000Mike Saunders, MBAAndrew E. Carrillo is the President and Founder of Barnett Capital Advisors LLC. He began his career as a Financial Advisor at Ameriprise Financial Services, Inc. in 2007, but decided to depart from the firm in late 2009 to allow him to focus more on...
Throughout his career, Andrew Carrillo has earned the designation of Certified Financial Planner™ (CFP®), Accredited Wealth Management AdvisorSM (AWMA®), and Chartered Retirement Planning CounselorSM (CRPC®), each of which requires advanced financial planning studies and adherence to a strict code of professional conduct.
Andrew Carrillo is a CFP Designee. The CFP designation is considered the most prestigious and sought after designation in the Financial planning industry. Members adhere to the highest standards of professional competence, ethical conduct, and clear, complete disclosure to those they serve.
As a CFP designee and Investment Advisor. Andrew Carrillo is held to a fiduciary standard with his clients, the highest standard for customer care under law. Andrew lives every day believing his client’s best interests are his as well.

Andrew Carrillo completed his undergraduate degree at Florida State University earning a Bachelor’s Degree in International Affairs with a focus in Finance. He is a graduate of the University of Pennsylvania, Wharton School Portfolio Management and Investment Strategies Program.
His clients are primarily high net worth Baby-boomers, Families, Retirees, Pre-retirees, and Institutions.

When he’s not helping clients reach their financial goals, Andrew is usually spending time with his family or studying and staying current with economic and financial planning topics. Andrew was born and raised in New York, but has enjoyed living in South Florida for the last 20 years and currently lives in Miami.

Learn More: http://www.barnettcapitaladvisors.com/

Investment Advisory Services provided by Barnett Capital Advisors a Registered investment advisor.


Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-andrew-carrillo-president-and-founder-of-barnett-capital-advisors-discussing-social-security-claiming-options]]>1109influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-patrick-anderson-president-of-unifirst-financial-tax-consultants--52197304
As a Licensed Financial Strategist & Retirement Specialist, he engages in Tax-Free Financial Planning serving the needs of American Families.

A Registered Tax Professional with the IRS, he pursued licensure in the Financial & Insurance field. Many of his clients belong to the Asian-American Communities where he came from. He made it his advocacy to be a financial educator to them as well as a resource specialist to the general public. This led him to establish the COFFEE Group, a non-profit organization, which stands for Creating Opportunities For Financial Education Empowerment. He carries a bachelor’s degree in General Education & Military Science from Asia’s premier defense institute and Certificate of Graduation in US Taxation. He has earned his designation as Certified Financial Education Professional as well as Certified College Plan Advisor. Annually, he gains Continuing Professional Education credits from various financial institutions to keep his clients updated on their taxes.

Serving the affluent families and high-net-worth business owners, he partnered with Redwood Tax Specialists (RTS) Group. RTS is a national elite team of professional experts composed of CPAs, Tax & ERISA Attorneys, Certified Financial Planners, Qualified Pension Administrators, Chartered Financial Consultants & Life Underwriters, Actuaries & Third-Party Administrators. Together, they provide an excellent way of significantly reducing taxes, building a retirement income for life and creating a legacy for the next generations.

Learn More: https://unifirstfinancialandtax.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-patrick-anderson-president-of-unifirst-financial-tax-consultants]]>https://api.spreaker.com/episode/52197304Thu, 15 Dec 2022 18:26:43 +0000Mike Saunders, MBAPatrick has more than fifteen years of strategic experience in the financial, insurance and tax industry. As a Licensed Financial Strategist & Retirement Specialist, he engages in Tax-Free Financial Planning serving the needs of American Families....
As a Licensed Financial Strategist & Retirement Specialist, he engages in Tax-Free Financial Planning serving the needs of American Families.

A Registered Tax Professional with the IRS, he pursued licensure in the Financial & Insurance field. Many of his clients belong to the Asian-American Communities where he came from. He made it his advocacy to be a financial educator to them as well as a resource specialist to the general public. This led him to establish the COFFEE Group, a non-profit organization, which stands for Creating Opportunities For Financial Education Empowerment. He carries a bachelor’s degree in General Education & Military Science from Asia’s premier defense institute and Certificate of Graduation in US Taxation. He has earned his designation as Certified Financial Education Professional as well as Certified College Plan Advisor. Annually, he gains Continuing Professional Education credits from various financial institutions to keep his clients updated on their taxes.

Serving the affluent families and high-net-worth business owners, he partnered with Redwood Tax Specialists (RTS) Group. RTS is a national elite team of professional experts composed of CPAs, Tax & ERISA Attorneys, Certified Financial Planners, Qualified Pension Administrators, Chartered Financial Consultants & Life Underwriters, Actuaries & Third-Party Administrators. Together, they provide an excellent way of significantly reducing taxes, building a retirement income for life and creating a legacy for the next generations.

Learn More: https://unifirstfinancialandtax.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-patrick-anderson-president-of-unifirst-financial-tax-consultants]]>1252influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-josh-d-millang-president-of-retirement-protectors-discussing-the-medicare-advantage-madness--52163720
HEALTH- With our proprietary Carrier Connect Platform, we educate Medicare Beneficiaries on the multitude of plan types and companies available in their local market, set expectations for their optimal healthcare experience, and support them over time with our Proactive Service Model ™

WEALTH- Financial professionals do fabulous work getting people to retirement, so they can work with us. We leverage the strategies, tactics, products and technology to craft bulletproof retirement income strategies- for retirees that don’t want to run into worries or run out of money.

LEGACY- Most people prefer to leave their legacy to loved ones, rather than their greedy Uncle or a local care facility. We implement innovative planning concepts to mitigate these risks, in some cases without exclusively tying up valuable assets.

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

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-josh-d-millang-president-of-retirement-protectors-discussing-the-medicare-advantage-madness]]>https://api.spreaker.com/episode/52163720Mon, 12 Dec 2022 16:19:49 +0000Mike Saunders, MBARPI is actively managing Health, Wealth and Legacy solutions for over 2,000 retiree clients from our Central Iowa Headquarters since 2008. We are an established succession planning firm for retiring Medicare Insurance Agents and a Wealth/ Legacy...
HEALTH- With our proprietary Carrier Connect Platform, we educate Medicare Beneficiaries on the multitude of plan types and companies available in their local market, set expectations for their optimal healthcare experience, and support them over time with our Proactive Service Model ™

WEALTH- Financial professionals do fabulous work getting people to retirement, so they can work with us. We leverage the strategies, tactics, products and technology to craft bulletproof retirement income strategies- for retirees that don’t want to run into worries or run out of money.

LEGACY- Most people prefer to leave their legacy to loved ones, rather than their greedy Uncle or a local care facility. We implement innovative planning concepts to mitigate these risks, in some cases without exclusively tying up valuable assets.

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

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-josh-d-millang-president-of-retirement-protectors-discussing-the-medicare-advantage-madness]]>1682influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-mila-grigg-ceo-of-moda-image-and-brand-consulting--52163166
Forty years of life with eighty years of experience in leadership, branding, marketing, coaching and entrepreneurship in a time when the world is changing at breakneck speed – she has been tested, tried and built from years of doing the work rather than simply reading about it. Her personal story of building a personal brand, and her business, while in the middle of an incredible personal trial is an authentic story that has engaged, inspired, and led people to build their own personal brands without fear. Her story of raising her children, building her business, supporting her husband while he was in prison for mail fraud, all the while working her face off to become one of the leading consultants in her field, has inspired thousands. She knows that building personal brand isn’t easy, but because of her own experience these past 20 years, she has proven she is the expert based upon experience, not opinion, time and time again.

Thousands of keynotes and training sessions over the past almost 20 years, Mila delivers her information in an engaging way, reading the audience reactions in real time in order to create an experience for each specific group. When possible, the goal with each keynote is to connect with the audience, take questions, work through current challenges audience members may be going through and provide them immediate answers for solutions.

Brand drives everything, all success, and each topic under the corporate or personal brand umbrella is more important than ever for each individual and company. Anybody can motivate an audience – what people want is transformation and motivation. With each keynote or training session, the goal is to enrich lives, move people, teams and organizations forward in the right direction with the knowledge of how to do so. Audiences leave inspired with a vision while being armed with tools to act immediately.
You want to hear her story, learn how to build your personal and company brand and all that comes with it.

MODA Image and Brand Consulting, LLC was born out of Mila’s passion to help others succeed by sharing what she has learned in the world of business, brand, sales and marketing. She too often saw people and organizations fail regardless of their potential because they were not focusing on what matters most; Brand Drives Everything. She is the leading personal and corporate brand, leadership, marketing and image coach. Her training series, Personal and Professional Brand, has served individuals and businesses of all types and has trained thousands of employees at companies nationwide.

No other company in America does what MODA Image and Brand Consulting does under one roof. As far as we know, MODA is the only company in the United States that is able to integrate corporate brand, social media strategy, personal brand, leadership, marketing, sales, image, internal and external communication, non-verbal communication, emotional intelligence, brand storytelling, the ‘why’ exercises, professional etiquette, body language, executive presence and fashion into training seminars, 1:1 coaching and consulting agreements that benefit both the company and its employees.

Her career began in the insurance industry with a quick transition to the music industry; and then to a firm where she worked with athletes, entertainers, professionals and businesses in the area of brand and marketing. She has even spent a tremendous amount of time working in the ultimate branding sport of NASCAR and has worked with some of the top stars bringing together their corporate sponsorships. She was working with BRAND before it became the word of the century.

MODA Image and Brand Consulting and Mila are serving companies in the ranks of the Fortune 100 to 500 listings, private practices and private companies with her program Brand Drives Everything. Her company has advised professional firms, executive suites and even placed senior executives in their corporate dream jobs. As a business owner and someone who has worked in and up the leadership, image and brand business, Mila brings something of added value to every client she has, sharing her strong faith, hard work ethic, values, integrity, extensive relationships and business savvy with everyone she serves.

She is often a guest contributor to numerous publications, speaking to companies, groups and associations across the U.S., while being an expert consultant on television and hosting seminars and training thousands. She has been honored as a Forty under 40 recipient and a Woman of Influence by the Nashville Business Journal.
MODA is focused under Mila’s leadership to become the premier leadership, corporate and personal brand and image company in the U.S.  

OUR SEMINAR AND TRAINING PROGRAMS HAVE SERVED FORTUNE 500 COMPANIES, PROFESSIONAL FIRMS, ASSOCIATIONS AND UNIVERSITIES ACROSS THE UNITED STATES

 Dollar General
 Nissan
 NTS Development Company
 Fifth Third Bank
 LBMC
 Avenue Bank
 Cortland Partners
 Freeman Webb
 First Farmers and Merchants Bank
 CedarStone Bank
 Deloitte
 Caterpillar Financial
 Vanderbilt University
 University of Tennessee
 Lipscomb University
 Belmont University
 Frost Brown Todd
 Spirit Coach
 Muncie Power Products
 Vivere Health
 TN Hospital Association
 CHS Community Health Systems
 Broadridge Financial

 KraftCPAs
 Bradley Arant Boult Cummings
 HealthStream
 HCA Healthcare
 American Society of Women Accounts
 American Association of Women Dentists
 Covenant Surgical Partners
 Tennessee Valley Authority
 ITT Technical Institute
 ESCU Credit Union
 Georgia Tech
 Simplex Healthcare
 e+ Cancer Care
 Interfaith Dental
 University of South Carolina
 AT&T
 Dillard’s
 Cortland Partners
 SunTrust Bank
 Symantec/Veritas
 Colliers International

Learn more: https://www.modaimageconsulting.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-mila-grigg-ceo-of-moda-image-and-brand-consulting]]>https://api.spreaker.com/episode/52163166Mon, 12 Dec 2022 15:53:49 +0000Mike Saunders, MBAShe doesn’t simply talk about doing it – she has DONE it. She believes you should speak based upon experience, not opinion…through immense trials and 20 years of branding experience, she has grown her company to be respected as the premier personal...
Forty years of life with eighty years of experience in leadership, branding, marketing, coaching and entrepreneurship in a time when the world is changing at breakneck speed – she has been tested, tried and built from years of doing the work rather than simply reading about it. Her personal story of building a personal brand, and her business, while in the middle of an incredible personal trial is an authentic story that has engaged, inspired, and led people to build their own personal brands without fear. Her story of raising her children, building her business, supporting her husband while he was in prison for mail fraud, all the while working her face off to become one of the leading consultants in her field, has inspired thousands. She knows that building personal brand isn’t easy, but because of her own experience these past 20 years, she has proven she is the expert based upon experience, not opinion, time and time again.

Thousands of keynotes and training sessions over the past almost 20 years, Mila delivers her information in an engaging way, reading the audience reactions in real time in order to create an experience for each specific group. When possible, the goal with each keynote is to connect with the audience, take questions, work through current challenges audience members may be going through and provide them immediate answers for solutions.

Brand drives everything, all success, and each topic under the corporate or personal brand umbrella is more important than ever for each individual and company. Anybody can motivate an audience – what people want is transformation and motivation. With each keynote or training session, the goal is to enrich lives, move people, teams and organizations forward in the right direction with the knowledge of how to do so. Audiences leave inspired with a vision while being armed with tools to act immediately.
You want to hear her story, learn how to build your personal and company brand and all that comes with it.

MODA Image and Brand Consulting, LLC was born out of Mila’s passion to help others succeed by sharing what she has learned in the world of business, brand, sales and marketing. She too often saw people and organizations fail regardless of their potential because they were not focusing on what matters most; Brand Drives Everything. She is the leading personal and corporate brand, leadership, marketing and image coach. Her training series, Personal and Professional Brand, has served individuals and businesses of all types and has trained thousands of employees at companies nationwide.

No other company in America does what MODA Image and Brand Consulting does under one roof. As far as we know, MODA is the only company in the United States that is able to integrate corporate brand, social media strategy, personal brand, leadership, marketing, sales, image, internal and external communication, non-verbal communication, emotional intelligence, brand storytelling, the ‘why’ exercises, professional etiquette, body language, executive presence and fashion into training seminars, 1:1 coaching and consulting agreements that benefit both the company and its employees.

Her career began in the insurance industry with a quick transition to the music industry; and then to a firm where she worked with athletes, entertainers, professionals and businesses in the area of brand and marketing. She has even spent a tremendous...]]>1156influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-jake-zufelt-owner-of-hite-digital-eugene-author-of-digital-marketing-sucks--52162914
By combining resources and experience, Hite Digital Eugene is able to help MORE businesses clarify their message, choose their marketing methods, create their materials, and control their momentum by working together!

Learn more: https://jakezufelt.com/
Get a copy of the book: https://sucks.jakezufelt.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-jake-zufelt-owner-of-hite-digital-eugene-author-of-digital-marketing-sucks]]>https://api.spreaker.com/episode/52162914Mon, 12 Dec 2022 15:44:26 +0000Mike Saunders, MBAHite Digital Eugene, OR, is led by collaboration master, Jake Zufelt. After spending 10 years as a pastor and working with non-profit organizations, Jake started a marketing agency to help business owners find freedom inside and outside of their...
By combining resources and experience, Hite Digital Eugene is able to help MORE businesses clarify their message, choose their marketing methods, create their materials, and control their momentum by working together!

Learn more: https://jakezufelt.com/
Get a copy of the book: https://sucks.jakezufelt.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-jake-zufelt-owner-of-hite-digital-eugene-author-of-digital-marketing-sucks]]>1534influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-don-plotsky-co-founder-of-alternative-income-solutions-discussing-predictable-income-with-specialty-finance--52133854
Mr. Plotsky has nearly 40 years of investment management experience as a leader, innovator and portfolio manager. His primary focus over his career has been on fixed-income and structured products. Prior to forming Uinta and AIS, he served as head of product development and product management at Western Asset Management (2002-2016) and as head of the firm’s retail business.

Learn more: https://www.alt-incomesolutions.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-don-plotsky-co-founder-of-alternative-income-solutions-discussing-predictable-income-with-specialty-finance]]>https://api.spreaker.com/episode/52133854Thu, 08 Dec 2022 21:11:03 +0000Mike Saunders, MBADon Plotsky is co-founder and managing member of Alternative Income Solutions and manager of the AIS – Foundation Fund, LP a diversified specialty finance portfolio. He is also co-founder and managing member of Uinta Investment Partners LLC, a...
Mr. Plotsky has nearly 40 years of investment management experience as a leader, innovator and portfolio manager. His primary focus over his career has been on fixed-income and structured products. Prior to forming Uinta and AIS, he served as head of product development and product management at Western Asset Management (2002-2016) and as head of the firm’s retail business.

Learn more: https://www.alt-incomesolutions.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-don-plotsky-co-founder-of-alternative-income-solutions-discussing-predictable-income-with-specialty-finance]]>1253influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-tom-rutkowski-president-of-innovative-retirement-strategies-discussing-private-banking--52102761
Download his free e-book “Life Insurance 101” to get started now: https://bit.ly/3W8YE7y

Schedule a free 30-minute introductory call with Tom to learn more: https://innovativeretirementstrategies.youcanbook.me/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-tom-rutkowski-president-of-innovative-retirement-strategies-discussing-private-banking]]>https://api.spreaker.com/episode/52102761Mon, 05 Dec 2022 19:34:43 +0000Mike Saunders, MBATom is a nationally-recognized expert in maximum over-funded life insurance for private banking and tax-free retirement planning. He holds an MBA in Finance from the University of Wisconsin – Milwaukee and a BA in Economics from the University of...
Download his free e-book “Life Insurance 101” to get started now: https://bit.ly/3W8YE7y

Schedule a free 30-minute introductory call with Tom to learn more: https://innovativeretirementstrategies.youcanbook.me/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-tom-rutkowski-president-of-innovative-retirement-strategies-discussing-private-banking]]>1394influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-rob-ferguson-founder-advisor-with-ferguson-alliance-family-business-exit-planning--52102641Prior to becoming an advisor, Rob had a distinguished career in leadership – including ten years as a CEO at 2 different companies. One was a public company with $300 million in revenue, the other a family business with $100 million in revenue where he successfully managed the restructuring and sale of the company.

Rob has led companies through 10x growth, helped turn struggling companies around, and has conducted more than $100 million in acquisitions.

Rob’s company, Ferguson Alliance, is on a mission to increase the lifespan of family businesses. Rob believes that with the right foundation in place, businesses can live
infinitely.

Learn more: https://ferguson-alliance.com/interview-with-rob-ferguson-founder-advisor-with-ferguson-alliance-family-business-exit-planning

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/]]>https://api.spreaker.com/episode/52102641Mon, 05 Dec 2022 19:25:40 +0000Mike Saunders, MBARob has been a trusted advisor to family businesses since 2010. Prior to becoming an advisor, Rob had a distinguished career in leadership – including ten years as a CEO at 2 different companies. One was a public company with $300 million in revenue,...Prior to becoming an advisor, Rob had a distinguished career in leadership – including ten years as a CEO at 2 different companies. One was a public company with $300 million in revenue, the other a family business with $100 million in revenue where he successfully managed the restructuring and sale of the company.

Rob has led companies through 10x growth, helped turn struggling companies around, and has conducted more than $100 million in acquisitions.

Rob’s company, Ferguson Alliance, is on a mission to increase the lifespan of family businesses. Rob believes that with the right foundation in place, businesses can live
infinitely.

Learn more: https://ferguson-alliance.com/interview-with-rob-ferguson-founder-advisor-with-ferguson-alliance-family-business-exit-planning

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/]]>1402influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-kelley-c-pyles-cfp-certified-long-term-care-specialist-with-royal-fund-management--52072372Kelley began her career in financial services with Allstate Insurance. Over her twenty-year career there, she developed a passion for helping others with their finances. She began to focus solely on the financial services industry and retirement planning. Kelley obtained her CFP® certification, and is proud to serve as a fiduciary adviser acting in the best interest of her clients in every part of her practice.

Kelley’s specialties include income and legacy planning, investment advice, analyzing the proper balance of risk and safety, long term care planning, and tax minimization strategies. She passed the Series 65 securities exam and holds her life and health insurance licenses. She earned her bachelor’s degree from the University of Florida and is an avid Gator fan.
In her free time, Kelley enjoys cooking, reading, and spending time with her family and friends. She and her husband, Jim, have been married for 30 years. They have two children, William and Katie. William is currently serving in the Marine Corps as a crew chief on the CH-53K helicopter. Katie is in 11th grade. She enjoys softball, volleyball, and jet skiing.

Please reach out to her to be sure you are making the right choice for your future. Learn More: https://kelleypylesfinancialadviser.com/

Certified Financial Planner |A213175

Investment Adviser Representative of and investment advisory services offered through Royal Fund Management, LLC a SEC Registered Investment Adviser. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-kelley-c-pyles-cfp-certified-long-term-care-specialist-with-royal-fund-management]]>https://api.spreaker.com/episode/52072372Thu, 01 Dec 2022 22:07:54 +0000Mike Saunders, MBAKelley C. Pyles is a CERTIFIED FINANCIAL PLANNER™, Certified Long Term Care Specialist, Independent Investment Adviser Representative, and insurance professional. Kelley’s number one priority is ensuring that clients can live their lives to the...Kelley began her career in financial services with Allstate Insurance. Over her twenty-year career there, she developed a passion for helping others with their finances. She began to focus solely on the financial services industry and retirement planning. Kelley obtained her CFP® certification, and is proud to serve as a fiduciary adviser acting in the best interest of her clients in every part of her practice.

Kelley’s specialties include income and legacy planning, investment advice, analyzing the proper balance of risk and safety, long term care planning, and tax minimization strategies. She passed the Series 65 securities exam and holds her life and health insurance licenses. She earned her bachelor’s degree from the University of Florida and is an avid Gator fan.
In her free time, Kelley enjoys cooking, reading, and spending time with her family and friends. She and her husband, Jim, have been married for 30 years. They have two children, William and Katie. William is currently serving in the Marine Corps as a crew chief on the CH-53K helicopter. Katie is in 11th grade. She enjoys softball, volleyball, and jet skiing.

Please reach out to her to be sure you are making the right choice for your future. Learn More: https://kelleypylesfinancialadviser.com/

Certified Financial Planner |A213175

Investment Adviser Representative of and investment advisory services offered through Royal Fund Management, LLC a SEC Registered Investment Adviser. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-kelley-c-pyles-cfp-certified-long-term-care-specialist-with-royal-fund-management]]>1011influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-holly-daniels-christensen-founder-ceo-of-dune-jewelry-co--52072305
The founder of Dune Jewelry left home at 15 years old, and never looked back. She held a variety of jobs with stints as a zookeeper, pharmacy technician, promotional model, bartender, cellphone, car and cruise salesperson. She also spent 14 successful years as a top agent in Boston’s highly competitive real estate market.

This unique bootstrap entrepreneur who proved she was unafraid of hard work was voted 2016 Woman-Owned Business of the Year for Massachusetts and New England by the Small Business Association (SBA). In 2018, Inc. magazine honored Dune Jewelry as No. 2590 on its 37th annual Inc. 5000 List which is the most prestigious ranking of the nation’s fastest-growing private companies. The list represents a unique look at the most successful companies within the American economy’s most dynamic segment—its independent small businesses. Currently, Dune Jewelry is the one-and-only experiential jewelry brand in the world.

It all started in 2007, when this self-taught jewelry designer began making beach sand jewelry for friends and family at her kitchen table, then officially launched Dune Jewelry full time in 2010. Now, Dune employs a team of 28 people working in a 3,100 square foot studio space in Hyde Park, Massachusetts. Dune continuously fills orders for over 700 retail partners worldwide while their thriving e-commerce website focuses on selling personalized Experiential Jewelry that captures their customer’s most cherished memories.

Additionally, Holly has created an exclusive Sandbank which holds over 5,000 sands and earth elements gathered from iconic and memorable locations around the globe which customers can select from to customize their jewelry. Dune’s first-ever branded retail boutique opened in July 2021 in Harwich Port, Massachusetts to showcase the diverse range of the brand’s products, and in April 2022, Dune opened their second retail location, an “experiential concept” store in Ketchikan, Alaska.

Holly is an advocate for giving back to the community and is proud to spearhead many fundraisers each year for non-profit organizations such as SMILE Mass, The Association to Preserve Cape Cod and Mission Blue. In addition, Dune often donates a portion of their sales throughout the year to various charities such as the global relief organization All Hands and Hearts, the Surfrider Foundation and the P.A.W.S Project. Currently, the company has surpassed over $200,000 in charitable donations.

Holly’s book, “Happiness Comes in Waves” released in May, 2022 from Quarto Publishing. Happiness Comes in Waves provides life lessons filled with inspiring stories and quotations from the Dune community and ocean advocates—illustrated with gorgeous photographs of the ocean, shorelines, and beaches. Each chapter is dedicated to a theme with chapters on being unstoppable, adventurous, creative, grounded, soulful and abundant.

Holly lives in Walpole, Massachusetts with her husband Eric, their two daughters Alexa and Lyla, and their rescue pup, Earle. She is dedicated to creating a future that motivates people to understand that continued hard work and perseverance is a direct path to success.

Follow Holly Daniels Christensen on her personal Instagram: holly_daniels_christensen
For more information on Dune Jewelry visit, https://dunejewelry.com/

Follow Dune Jewelry on social media:
Instagram: DuneJewelry
Facebook: https://www.facebook.com/dunejewelry
Twitter: @dunejewelry

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-holly-daniels-christensen-founder-ceo-of-dune-jewelry-co]]>https://api.spreaker.com/episode/52072305Thu, 01 Dec 2022 21:59:47 +0000Mike Saunders, MBACan you go from crafting at your kitchen table to a multi-million-dollar business? As CEO, Holly Daniels Christensen has proved – yes! Using grit and the actual sand beneath her toes, that’s exactly what this entrepreneur has done. The founder of...
The founder of Dune Jewelry left home at 15 years old, and never looked back. She held a variety of jobs with stints as a zookeeper, pharmacy technician, promotional model, bartender, cellphone, car and cruise salesperson. She also spent 14 successful years as a top agent in Boston’s highly competitive real estate market.

This unique bootstrap entrepreneur who proved she was unafraid of hard work was voted 2016 Woman-Owned Business of the Year for Massachusetts and New England by the Small Business Association (SBA). In 2018, Inc. magazine honored Dune Jewelry as No. 2590 on its 37th annual Inc. 5000 List which is the most prestigious ranking of the nation’s fastest-growing private companies. The list represents a unique look at the most successful companies within the American economy’s most dynamic segment—its independent small businesses. Currently, Dune Jewelry is the one-and-only experiential jewelry brand in the world.

It all started in 2007, when this self-taught jewelry designer began making beach sand jewelry for friends and family at her kitchen table, then officially launched Dune Jewelry full time in 2010. Now, Dune employs a team of 28 people working in a 3,100 square foot studio space in Hyde Park, Massachusetts. Dune continuously fills orders for over 700 retail partners worldwide while their thriving e-commerce website focuses on selling personalized Experiential Jewelry that captures their customer’s most cherished memories.

Additionally, Holly has created an exclusive Sandbank which holds over 5,000 sands and earth elements gathered from iconic and memorable locations around the globe which customers can select from to customize their jewelry. Dune’s first-ever branded retail boutique opened in July 2021 in Harwich Port, Massachusetts to showcase the diverse range of the brand’s products, and in April 2022, Dune opened their second retail location, an “experiential concept” store in Ketchikan, Alaska.

Holly is an advocate for giving back to the community and is proud to spearhead many fundraisers each year for non-profit organizations such as SMILE Mass, The Association to Preserve Cape Cod and Mission Blue. In addition, Dune often donates a portion of their sales throughout the year to various charities such as the global relief organization All Hands and Hearts, the Surfrider Foundation and the P.A.W.S Project. Currently, the company has surpassed over $200,000 in charitable donations.

Holly’s book, “Happiness Comes in Waves” released in May, 2022 from Quarto Publishing. Happiness Comes in Waves provides life lessons filled with inspiring stories and quotations from the Dune community and ocean advocates—illustrated with gorgeous photographs of the ocean, shorelines, and beaches. Each chapter is dedicated to a theme with chapters on being unstoppable, adventurous, creative, grounded, soulful and abundant.

Holly lives in Walpole, Massachusetts with her husband Eric, their two daughters Alexa and Lyla, and their rescue pup, Earle. She is dedicated to creating a future that motivates people to understand that continued hard work and perseverance is a direct path to success.

Follow Holly Daniels Christensen on her personal Instagram: holly_daniels_christensen
For more information on Dune Jewelry visit, https://dunejewelry.com/

Follow Dune Jewelry on social media:
Instagram: DuneJewelry
Facebook: https://www.facebook.com/dunejewelry
Twitter: @dunejewelry

Influential Entrepreneurs with Mike Saunders
994influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-taliya-bashani-ceo-of-tab-law-firm--52050670
The best way to connect with her is on her personal site. You can connect with her on any of her social media. You can check out her website, seminars and events. https://tali360.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-taliya-bashani-ceo-of-tab-law-firm]]>https://api.spreaker.com/episode/52050670Wed, 30 Nov 2022 00:51:06 +0000Mike Saunders, MBATaliya Bashani is an attorney who specializes in real estate law and is an expert negotiator. Taliya is also a NY licensed broker and FL licensed title agent who teaches continuing education courses to realtors. She started her own law firm at 27...
The best way to connect with her is on her personal site. You can connect with her on any of her social media. You can check out her website, seminars and events. https://tali360.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-taliya-bashani-ceo-of-tab-law-firm]]>1685influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-tom-rutkowski-president-of-innovative-retirement-strategies-discussing-using-life-insurance-to-invest-in-real-estate--52050640
Download his free e-book “Life Insurance 101” to get started now: https://bit.ly/3W8YE7y

Schedule a free 30-minute introductory call with Tom to learn more: https://innovativeretirementstrategies.youcanbook.me/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-tom-rutkowski-president-of-innovative-retirement-strategies-discussing-using-life-insurance-to-invest-in-real-estate]]>https://api.spreaker.com/episode/52050640Wed, 30 Nov 2022 00:44:10 +0000Mike Saunders, MBATom is a nationally-recognized expert in maximum over-funded life insurance for private banking and tax-free retirement planning. He holds an MBA in Finance from the University of Wisconsin – Milwaukee and a BA in Economics from the University of...
Download his free e-book “Life Insurance 101” to get started now: https://bit.ly/3W8YE7y

Schedule a free 30-minute introductory call with Tom to learn more: https://innovativeretirementstrategies.youcanbook.me/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-tom-rutkowski-president-of-innovative-retirement-strategies-discussing-using-life-insurance-to-invest-in-real-estate]]>1232influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-rey-perez-1-global-branding-expert--51992150
Rey Perez is a Best Selling Author, Award-Winning Speaker, Podcast, Radio & TV Talk Show Host, Elite Business Coach, and Philanthropist who leads Mastermind Groups and Business Growth Seminars Globally. He has shared the stage and worked with some of the biggest industry icons such as Les Brown, Jack Canfield, Bob Proctor, Kevin Harrington, and Sharon Lechter, just to name a few. Leveraging nearly two decades of sales and marketing experience Rey and his team of experts create world-class celebrity brands for top entrepreneurs and professionals who want to dominate their niche or industry.

Rey entered the field of marketing and promotions while spending several years promoting high-end VIP Events in Miami’s South Beach Nightlife Industry. He quickly discovered the immense benefits of engaging potential consumers through the power of video marketing and social media to expand his reach and impact. The riches are truly in the niches. Therefore, Rey looks at what clients are great at, and why they are great at it. This allows him to build clients a superstar brand. Rey is an avid traveler who has visited over 20 countries and is always searching for the next adventure. He skydives, scuba dives, and has even dove with great white sharks in Australia.

He collects fast, exotic cars and has a passion for speed and power. Rey is a philanthropist who started the nonprofit organization, “Influence With Love” which aims to empower underprivileged youth through mentorship and to build entrepreneurial skills. Rey is also the host for the online services at Potential Church in Cooper City, Florida. The clients he typically serves include professionals who are speakers, authors, coaches, consultants, trainers, small biz owners, and entrepreneurs who are personality-driven and the face of their businesses. Rey’s greatest success is to hear the stories of his clients breaking into 6, 7, and even 8-figure sales ranges.

To gain access to Rey’s full 40min Live presentation on “How To Increase Leads & Sales with the Power of Personal Branding, Networking & Presenting” To Maximize Your Influence & Monetize Your Mission BY BECOMING THE RECOGNIZED GO-TO AUTHORITY IN YOUR NICHE OR INDUSTRY

https://brandin2days.com/presentation

Learn More: https://reyperez360.com/interview-with-rey-perez-1-global-branding-expert

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/]]>https://api.spreaker.com/episode/51992150Wed, 23 Nov 2022 17:42:58 +0000Mike Saunders, MBARey Perez is CEO & Founder of “AMP Your Brand” an Elite Multimedia Branding & Marketing Agency specializing in making entrepreneurs, small business owners, and professionals more attractive to their target market. Focused on making better quality...
Rey Perez is a Best Selling Author, Award-Winning Speaker, Podcast, Radio & TV Talk Show Host, Elite Business Coach, and Philanthropist who leads Mastermind Groups and Business Growth Seminars Globally. He has shared the stage and worked with some of the biggest industry icons such as Les Brown, Jack Canfield, Bob Proctor, Kevin Harrington, and Sharon Lechter, just to name a few. Leveraging nearly two decades of sales and marketing experience Rey and his team of experts create world-class celebrity brands for top entrepreneurs and professionals who want to dominate their niche or industry.

Rey entered the field of marketing and promotions while spending several years promoting high-end VIP Events in Miami’s South Beach Nightlife Industry. He quickly discovered the immense benefits of engaging potential consumers through the power of video marketing and social media to expand his reach and impact. The riches are truly in the niches. Therefore, Rey looks at what clients are great at, and why they are great at it. This allows him to build clients a superstar brand. Rey is an avid traveler who has visited over 20 countries and is always searching for the next adventure. He skydives, scuba dives, and has even dove with great white sharks in Australia.

He collects fast, exotic cars and has a passion for speed and power. Rey is a philanthropist who started the nonprofit organization, “Influence With Love” which aims to empower underprivileged youth through mentorship and to build entrepreneurial skills. Rey is also the host for the online services at Potential Church in Cooper City, Florida. The clients he typically serves include professionals who are speakers, authors, coaches, consultants, trainers, small biz owners, and entrepreneurs who are personality-driven and the face of their businesses. Rey’s greatest success is to hear the stories of his clients breaking into 6, 7, and even 8-figure sales ranges.

To gain access to Rey’s full 40min Live presentation on “How To Increase Leads & Sales with the Power of Personal Branding, Networking & Presenting” To Maximize Your Influence & Monetize Your Mission BY BECOMING THE RECOGNIZED GO-TO AUTHORITY IN YOUR NICHE OR INDUSTRY

https://brandin2days.com/presentation

Learn More: https://reyperez360.com/interview-with-rey-perez-1-global-branding-expert

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/]]>2184influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-josh-d-millang-president-of-retirement-protectors-discussing-how-taxes-impact-retirement--51970003
HEALTH- With our proprietary Carrier Connect Platform, we educate Medicare Beneficiaries on the multitude of plan types and companies available in their local market, set expectations for their optimal healthcare experience, and support them over time with our Proactive Service Model ™

WEALTH- Financial professionals do fabulous work getting people to retirement, so they can work with us. We leverage the strategies, tactics, products and technology to craft bulletproof retirement income strategies- for retirees that don’t want to run into worries or run out of money.

LEGACY- Most people prefer to leave their legacy to loved ones, rather than their greedy Uncle or a local care facility. We implement innovative planning concepts to mitigate these risks, in some cases without exclusively tying up valuable assets.

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

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-josh-d-millang-president-of-retirement-protectors-discussing-how-taxes-impact-retirement]]>https://api.spreaker.com/episode/51970003Mon, 21 Nov 2022 20:01:53 +0000Mike Saunders, MBARPI is actively managing Health, Wealth and Legacy solutions for over 2,000 retiree clients from our Central Iowa Headquarters since 2008. We are an established succession planning firm for retiring Medicare Insurance Agents and a Wealth/ Legacy...
HEALTH- With our proprietary Carrier Connect Platform, we educate Medicare Beneficiaries on the multitude of plan types and companies available in their local market, set expectations for their optimal healthcare experience, and support them over time with our Proactive Service Model ™

WEALTH- Financial professionals do fabulous work getting people to retirement, so they can work with us. We leverage the strategies, tactics, products and technology to craft bulletproof retirement income strategies- for retirees that don’t want to run into worries or run out of money.

LEGACY- Most people prefer to leave their legacy to loved ones, rather than their greedy Uncle or a local care facility. We implement innovative planning concepts to mitigate these risks, in some cases without exclusively tying up valuable assets.

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

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-josh-d-millang-president-of-retirement-protectors-discussing-how-taxes-impact-retirement]]>1132influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-josh-d-millang-president-of-retirement-protectors-discussing-how-social-security-claiming-impacts-retirement--51969882
HEALTH- With our proprietary Carrier Connect Platform, we educate Medicare Beneficiaries on the multitude of plan types and companies available in their local market, set expectations for their optimal healthcare experience, and support them over time with our Proactive Service Model ™

WEALTH- Financial professionals do fabulous work getting people to retirement, so they can work with us. We leverage the strategies, tactics, products and technology to craft bulletproof retirement income strategies- for retirees that don’t want to run into worries or run out of money.

LEGACY- Most people prefer to leave their legacy to loved ones, rather than their greedy Uncle or a local care facility. We implement innovative planning concepts to mitigate these risks, in some cases without exclusively tying up valuable assets.

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

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-josh-d-millang-president-of-retirement-protectors-discussing-how-social-security-claiming-impacts-retirement]]>https://api.spreaker.com/episode/51969882Mon, 21 Nov 2022 19:47:53 +0000Mike Saunders, MBARPI is actively managing Health, Wealth and Legacy solutions for over 2,000 retiree clients from our Central Iowa Headquarters since 2008. We are an established succession planning firm for retiring Medicare Insurance Agents and a Wealth/ Legacy...
HEALTH- With our proprietary Carrier Connect Platform, we educate Medicare Beneficiaries on the multitude of plan types and companies available in their local market, set expectations for their optimal healthcare experience, and support them over time with our Proactive Service Model ™

WEALTH- Financial professionals do fabulous work getting people to retirement, so they can work with us. We leverage the strategies, tactics, products and technology to craft bulletproof retirement income strategies- for retirees that don’t want to run into worries or run out of money.

LEGACY- Most people prefer to leave their legacy to loved ones, rather than their greedy Uncle or a local care facility. We implement innovative planning concepts to mitigate these risks, in some cases without exclusively tying up valuable assets.

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

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-josh-d-millang-president-of-retirement-protectors-discussing-how-social-security-claiming-impacts-retirement]]>1320influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-tom-rutkowski-president-of-innovative-retirement-strategies-discussing-using-life-insurance-for-retirement-planning--51969309
Download his free e-book “Life Insurance 101” to get started now: https://bit.ly/3W8YE7y

Schedule a free 30-minute introductory call with Tom to learn more: https://innovativeretirementstrategies.youcanbook.me/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-tom-rutkowski-president-of-innovative-retirement-strategies-discussing-using-life-insurance-for-retirement-planning]]>https://api.spreaker.com/episode/51969309Mon, 21 Nov 2022 18:35:37 +0000Mike Saunders, MBATom is a nationally-recognized expert in maximum over-funded life insurance for private banking and tax-free retirement planning. He holds an MBA in Finance from the University of Wisconsin – Milwaukee and a BA in Economics from the University of...
Download his free e-book “Life Insurance 101” to get started now: https://bit.ly/3W8YE7y

Schedule a free 30-minute introductory call with Tom to learn more: https://innovativeretirementstrategies.youcanbook.me/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-tom-rutkowski-president-of-innovative-retirement-strategies-discussing-using-life-insurance-for-retirement-planning]]>1158influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-eunicia-peret-ceo-and-founder-of-the-empowered-financial-planner--51920670
Her passion is to help multi 6 and 7 figure individuals optimize their wealth creation efforts by empowering them to leverage wealth creating strategies that go beyond 401(k)s, IRAs and other typical savings accounts in order to minimize taxes, maximize growth & increase income in retirement.
Based on serving hundreds of clients, Eunicia is a strong believer that those that don’t have a personalized and holistic financial strategy, will only get a fraction of the results.

Eunicia’s Wealth Freedom Formula is a customized hands-on financial consulting program offering end-to-end wealth optimization strategies that have historically only been leveraged by the ultra-wealthy. The tried-and-true personalized approach has delivered significant bottom line improvements to hundreds of clients because it leverages a quarterback approach to ensure the clients’ financial team is working in unison to minimize financial leakage.

Eunicia is a huge believer in empowering her clients with the tips, tricks and know-how to grow and protect their money in a way that aligns with the client’s values and beliefs.

In addition to managing her own business, Eunicia serves as a strategic advisor to several business-oriented and female leader groups.

Learn more: https://www.empoweredfinancialplanner.com/

Avoid the 5 Biggest Financial Pitfalls Leading to Individuals Outliving Their Savings
https://www.empoweredfinancialplanner.com/pitfalls

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-eunicia-peret-ceo-and-founder-of-the-empowered-financial-planner]]>https://api.spreaker.com/episode/51920670Wed, 16 Nov 2022 20:28:56 +0000Mike Saunders, MBAEunicia is an accomplished wealth strategist and business owner with over 15 years of experience in the financial services industry.   Eunicia honed her expertise by delivering significant financial improvements to the bottom line of Fortune 500...
Her passion is to help multi 6 and 7 figure individuals optimize their wealth creation efforts by empowering them to leverage wealth creating strategies that go beyond 401(k)s, IRAs and other typical savings accounts in order to minimize taxes, maximize growth & increase income in retirement.
Based on serving hundreds of clients, Eunicia is a strong believer that those that don’t have a personalized and holistic financial strategy, will only get a fraction of the results.

Eunicia’s Wealth Freedom Formula is a customized hands-on financial consulting program offering end-to-end wealth optimization strategies that have historically only been leveraged by the ultra-wealthy. The tried-and-true personalized approach has delivered significant bottom line improvements to hundreds of clients because it leverages a quarterback approach to ensure the clients’ financial team is working in unison to minimize financial leakage.

Eunicia is a huge believer in empowering her clients with the tips, tricks and know-how to grow and protect their money in a way that aligns with the client’s values and beliefs.

In addition to managing her own business, Eunicia serves as a strategic advisor to several business-oriented and female leader groups.

Learn more: https://www.empoweredfinancialplanner.com/

Avoid the 5 Biggest Financial Pitfalls Leading to Individuals Outliving Their Savings
https://www.empoweredfinancialplanner.com/pitfalls

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-eunicia-peret-ceo-and-founder-of-the-empowered-financial-planner]]>1340influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-victor-kostroub-ceo-of-fine-designs--51902783
As one of the world’s most renowned motivational speakers, Victor is a dynamic personality and highly-sought-after resource in business and professional circles for Fortune 500 CEOs, small business owners, non-profit and community leaders from all sectors of society looking to expand opportunities.

For three decades he has not only studied the science of achievement but he’s also mastered it. Victor Kostroub straight-from-the-heart, passion, and high energy motivates audiences to step beyond their limitations and into their greatness in many ways

The press calls him a dynamic and interesting teacher with the ability to inspire. Victor’s seminars on management, relationships and personal growth have changed thousands of destinies around the world.

Also Victor sits on a Advisory board in one of the most prestigious colleges in United States UW university/Bellevue College.
And from September 15, 2022 you can listen to Victor’s podcast “The mentors by design”

Learn More: https://finedesigns.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-victor-kostroub-ceo-of-fine-designs]]>https://api.spreaker.com/episode/51902783Tue, 15 Nov 2022 20:21:05 +0000Mike Saunders, MBAVictor Kostroub is married and has three sons with his wife Lilia. To date, Fine Designs finedesigns.com has been ranked among America’s fastest growing companies and is one of the 5,000 fastest growing companies out of 27 million companies in the...
As one of the world’s most renowned motivational speakers, Victor is a dynamic personality and highly-sought-after resource in business and professional circles for Fortune 500 CEOs, small business owners, non-profit and community leaders from all sectors of society looking to expand opportunities.

For three decades he has not only studied the science of achievement but he’s also mastered it. Victor Kostroub straight-from-the-heart, passion, and high energy motivates audiences to step beyond their limitations and into their greatness in many ways

The press calls him a dynamic and interesting teacher with the ability to inspire. Victor’s seminars on management, relationships and personal growth have changed thousands of destinies around the world.

Also Victor sits on a Advisory board in one of the most prestigious colleges in United States UW university/Bellevue College.
And from September 15, 2022 you can listen to Victor’s podcast “The mentors by design”

Learn More: https://finedesigns.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-victor-kostroub-ceo-of-fine-designs]]>1975influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-shaun-clearwater-ceo-of-aspen-creek-financial--51875027
Outside of work, Shaun loves to spend time with his wife and 4 girls, ages 13, 11, 10 and 1. He’s coached softball and held a leadership role with the local service unit of Girl Scouts. Camping, hunting, fishing, and other outdoor activities are also favorite pastimes.

The cost of assumption can be catastrophic. Schedule a brief consultation with me to confirm the best financial strategy for you and your family. You have nothing to lose and everything to gain.

Learn More: https://aspencreekfinancial.com/our-team/

Investment advisory services offered through Redhawk Wealth Advisors, Inc., an SEC Registered Investment Advisor. Some Investment Advisor Representatives (IARs) of Redhawk Wealth Advisors, Inc. may market their advisory services under the name of Aspen Creek Capital Management, LLC; an unaffiliated and separate legal entity.


Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-shaun-clearwater-ceo-of-aspen-creek-financial]]>https://api.spreaker.com/episode/51875027Sun, 13 Nov 2022 02:41:20 +0000Mike Saunders, MBAShaun has a passion for diversified knowledge. He strives to learn new concepts and discover opportunities that most would consider “outside the box.” With an engineering degree and experience working with high net worth clients as well as middle...
Outside of work, Shaun loves to spend time with his wife and 4 girls, ages 13, 11, 10 and 1. He’s coached softball and held a leadership role with the local service unit of Girl Scouts. Camping, hunting, fishing, and other outdoor activities are also favorite pastimes.

The cost of assumption can be catastrophic. Schedule a brief consultation with me to confirm the best financial strategy for you and your family. You have nothing to lose and everything to gain.

Learn More: https://aspencreekfinancial.com/our-team/

Investment advisory services offered through Redhawk Wealth Advisors, Inc., an SEC Registered Investment Advisor. Some Investment Advisor Representatives (IARs) of Redhawk Wealth Advisors, Inc. may market their advisory services under the name of Aspen Creek Capital Management, LLC; an unaffiliated and separate legal entity.


Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-shaun-clearwater-ceo-of-aspen-creek-financial]]>1348influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-mark-macdonald-president-of-physicians-financial-health-discussing-tax-mitigation-strategies--51875015
As an Investment Fiduciary, National Financial Literacy Educator, Financial Planner and Retirement Specialist, Mark MacDonald joined Dr. Mark Rieger in pledging a financial Hippocratic Oath to financially take care of Physicians.
That pledge led to the creation of Physicians Financial Health, the exclusive Physician only organization dedicated to helping busy Physicians have the same financial resources and level of support they have in their medical practice.

Most important, Mr. MacDonald and Dr. Rieger recognized Physicians have different financial needs based on their personal and professional life stage, so a 3-Tiered membership program was created to meet their financial and professional needs.
At the core of each membership tier is a personal Physicians Financial Health Plan that organizes, monitors and updates a Member Physician’s personal finances in one comprehensive, integrated, adjustable, living, breathing plan.
Most important, a Physician’s most valuable asset is time, so Mark MacDonald and Dr. Rieger created different levels of “On-Call” financial service and support with each Membership level.
Different Membership Plans Include Part or All the Following Sub-Plans in Their Personal Physician Financial Health Plan:

• Creation of Near and Long-Term Financial Goals
• Income, Asset, Expense, Debt, Insurance and Federal & State Tax Integrated into One Adjustable Plan
• Development of a Separate Personal Physician Retirement Plan That is a Sub-Set of their Physician Financial Health Plan
• Analyzed and Optimized Insurance Coverage for Current and Future Needs
• Protecting and Growing Investments with Downside Protection
• Identifying and Assisting in Obtaining Free College Money and Low Interest Loans
• Creating Guaranteed Lifetime Income Opportunities for Retirement
• Maximizing Social Security and Pension Options
• Federal and State Tax Reduction Opportunities and Strategies
• Current and Future Uncovered Health Care Needs and Solutions
• Personal and Professional Debt Reduction Plans and Loans
• Tax-Advantaged Gifting and Legacy Plans for Loved-Ones and Charities
• Protection Against the 4 Major Destroyers of Financial Wealth

Most important, as an Independent Financial Advisor, Mr. MacDonald and Dr. Mark Rieger helped create Physician’s Financial Health as an organization that puts Physician Members first in the planning process to serve their personal finance needs with unbiased and uncompromised integrity.

Mark MacDonald is a licensed Investment Advisor Representative with Brookstone Capital Management (TD Ameritrade/Schwab Account Custodian), Licensed Life and Health Insurance Producer, Certified National Social Security Advisor and Certified College Planning Specialist. He is a former U.S. CEO and publishing executive at leading financial news companies including US News and World Report, Individual Investor and Ticker broker/dealer magazine.

Mark’s biggest priorities and responsibilities focus on ensuring Physician Financial Health serves its exclusive Physician Members and their personal finance needs.

In addition to co-running the membership organization, Mark still finds time to work one-on-one with Physician Members to develop and update their Physicians Financial Health Plan.
Mark has been married to his wife Leigh for 39 years and are proud parents of two daughters and two grandchildren.

Learn More: http://physiciansfinancialhealth.com

Investment Advisory Services offered through Brookstone Capital Management. LLC (BCM), a registered investment advisor. Advanced Wealth Preservation and Brookstone Capital Management are independent of each other. Insurance products and services are no offered through BCM but are offered and sold through individually licensed and appointed agents. Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Brookstone Capital Management. Third party ratings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client’s evaluation. The National Social Security Advisor certification is obtained by completing and passing a certification exam and requires biennial continuing education. The NSSA certification is not affiliated with or endorsed by the Social Security Administration or any other government agency. More information regarding the certification can be found at https://nationalsocialsecurityassociation.com

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-mark-macdonald-president-of-physicians-financial-health-discussing-tax-mitigation-strategies]]>https://api.spreaker.com/episode/51875015Sun, 13 Nov 2022 02:36:02 +0000Mike Saunders, MBAPhysician Financial Health was created when Mr. MacDonald and his Certified Financial Planner co-founding partner, Dr. Mark Rieger, CFP® recognized Physicians are always taking care of others but often don’t have the time or right information to make...
As an Investment Fiduciary, National Financial Literacy Educator, Financial Planner and Retirement Specialist, Mark MacDonald joined Dr. Mark Rieger in pledging a financial Hippocratic Oath to financially take care of Physicians.
That pledge led to the creation of Physicians Financial Health, the exclusive Physician only organization dedicated to helping busy Physicians have the same financial resources and level of support they have in their medical practice.

Most important, Mr. MacDonald and Dr. Rieger recognized Physicians have different financial needs based on their personal and professional life stage, so a 3-Tiered membership program was created to meet their financial and professional needs.
At the core of each membership tier is a personal Physicians Financial Health Plan that organizes, monitors and updates a Member Physician’s personal finances in one comprehensive, integrated, adjustable, living, breathing plan.
Most important, a Physician’s most valuable asset is time, so Mark MacDonald and Dr. Rieger created different levels of “On-Call” financial service and support with each Membership level.
Different Membership Plans Include Part or All the Following Sub-Plans in Their Personal Physician Financial Health Plan:

• Creation of Near and Long-Term Financial Goals
• Income, Asset, Expense, Debt, Insurance and Federal & State Tax Integrated into One Adjustable Plan
• Development of a Separate Personal Physician Retirement Plan That is a Sub-Set of their Physician Financial Health Plan
• Analyzed and Optimized Insurance Coverage for Current and Future Needs
• Protecting and Growing Investments with Downside Protection
• Identifying and Assisting in Obtaining Free College Money and Low Interest Loans
• Creating Guaranteed Lifetime Income Opportunities for Retirement
• Maximizing Social Security and Pension Options
• Federal and State Tax Reduction Opportunities and Strategies
• Current and Future Uncovered Health Care Needs and Solutions
• Personal and Professional Debt Reduction Plans and Loans
• Tax-Advantaged Gifting and Legacy Plans for Loved-Ones and Charities
• Protection Against the 4 Major Destroyers of Financial Wealth

Most important, as an Independent Financial Advisor, Mr. MacDonald and Dr. Mark Rieger helped create Physician’s Financial Health as an organization that puts Physician Members first in the planning process to serve their personal finance needs with unbiased and uncompromised integrity.

Mark MacDonald is a licensed Investment Advisor Representative with Brookstone Capital Management (TD Ameritrade/Schwab Account Custodian), Licensed Life and Health Insurance Producer, Certified National Social Security Advisor and Certified College Planning Specialist. He is a former U.S. CEO and publishing executive at leading financial news companies including US News and World Report, Individual Investor and Ticker broker/dealer magazine.

Mark’s biggest priorities and responsibilities focus on ensuring Physician Financial Health serves its exclusive Physician Members and their personal finance needs.

In addition to co-running the membership organization, Mark still finds time to work one-on-one with Physician Members to develop and update their Physicians Financial Health Plan.
Mark has been married to his wife Leigh for 39 years and are proud parents of two daughters and two grandchildren.

Learn More: http://physiciansfinancialhealth.com

Investment...]]>1514influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-dr-daniel-knowles-boulder-chiropractor-instructor-and-practitioner-of-networkspinal--51874982
Dr. Daniel “Danny” Knowles is a licensed chiropractor and the founder of Network Family Wellness Center, the Mile High Chiro Movement Weekend and Lifetime Wellness Practice, a service-based firm offering premium growth strategies and client care consulting to professional chiropractic teams. Additionally, he serves EpiEnergetics as International Operations developer and as an Instructor.

Considering himself first and foremost a care provider, Dr. Knowles has served as a professional private chiropractor for over two decades. Behind his vibrant smile and friendly demeanor is a chiropractor who is passionate about the care he delivers to each and every patient and is driven to provide unprecedented levels of service to anyone visiting his practice. At Lifetime Wellness Practice, his daily mission is to advance the core philosophies of chiropractic care that are proven to reduce dis-ease and improve the lives of patients seeking a healthier existence. Dr. Knowles understands that chiropractic involves so much more than a persons back, its about their life. It is a philosophy rooted in optimizing the expression of the wisdom within.

For the last two decades in addition to serving people in his practice Dr. Daniel Knowles has been a team teacher for Wise World Seminars as well as serving at their healing retreat weekends. Currently he is the international director of NetworkSpinal trainings. In addition to his intimate knowledge of providing top-notch patient care, Dr. Knowles is a wise businessman with a wealth of insights for developing healthy, successful practices built to last. Incorporating both classic, proven business practices and leading edge strategies which utilize the latest technologies of the information age, Dr. Knowles is known for developing a unique approach to chiropractic excellence, with individual tools tailored to suit the needs of any doctor seeking his counsel
Through Lifetime Wellness Practice, Dr. Knowles has been blessed with the opportunity to not just help chiropractors establish successful, committed practices, but he’s also been given the chance to advance the philosophy of chiropractic care as it was meant to be taught. His clients don’t just learn how to become financially successful, they also become philosophically rich, and learn how to form a successful practice based on the idea of premium levels of care for patients. This core tenet is echoed throughout Dr. Knowles services, few things excite him more than getting to share them with his fellow chiropractors.

He is the recipient of numerous awards and honors for unprecedented client service, outstanding quality care, and extraordinary scholarship, including the Mile High Vision Award presented by Mile High Chiropractic, Distinguished Service award by Sherman College, the Spirit of Sherman Award presented by Sherman College, and Team of the Year award presented by Chiropractic Pure and Simple. Dr. Knowles has made hundreds of professional presentations across the U.S. to fellow chiropractors, scholars and professionals seeking his keen insights into the philosophy of chiropractic, the future of the industry and healthy living.

Deeply rooted in the founding, core philosophies of chiropractic care, Dr. Knowles is proud of his educational background and cares for his patients according to the most highly-acclaimed and proven approaches in the field. He holds a bachelor’s degree, with honors, from New York University, and a Doctor Of Chiropractic degree from the Sherman College of Straight Chiropractic, where he also earned the Clinical Distinction Award.

When he’s not in the office or spending time with clients, Dr. Knowles enjoys hiking, biking, and spending time with his beautiful wife and two children. Always eager to meet fellow chiropractors or those interested in chiropractic care, never hesitate to contact him or say hi.

Learn more: https://www.boulderchiropractor.com/interview-with-dr-daniel-knowles-boulder-chiropractor-instructor-and-practitioner-of-networkspinal

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/]]>https://api.spreaker.com/episode/51874982Sun, 13 Nov 2022 02:26:43 +0000Mike Saunders, MBADr. Daniel Knowles, who is known as Dr. Danny, developed the Mile High Movement, after years of experience as a successful chiropractor, consultant, mentor and teacher. He has been running his own chiropractic practice since 1997. After graduating...
Dr. Daniel “Danny” Knowles is a licensed chiropractor and the founder of Network Family Wellness Center, the Mile High Chiro Movement Weekend and Lifetime Wellness Practice, a service-based firm offering premium growth strategies and client care consulting to professional chiropractic teams. Additionally, he serves EpiEnergetics as International Operations developer and as an Instructor.

Considering himself first and foremost a care provider, Dr. Knowles has served as a professional private chiropractor for over two decades. Behind his vibrant smile and friendly demeanor is a chiropractor who is passionate about the care he delivers to each and every patient and is driven to provide unprecedented levels of service to anyone visiting his practice. At Lifetime Wellness Practice, his daily mission is to advance the core philosophies of chiropractic care that are proven to reduce dis-ease and improve the lives of patients seeking a healthier existence. Dr. Knowles understands that chiropractic involves so much more than a persons back, its about their life. It is a philosophy rooted in optimizing the expression of the wisdom within.

For the last two decades in addition to serving people in his practice Dr. Daniel Knowles has been a team teacher for Wise World Seminars as well as serving at their healing retreat weekends. Currently he is the international director of NetworkSpinal trainings. In addition to his intimate knowledge of providing top-notch patient care, Dr. Knowles is a wise businessman with a wealth of insights for developing healthy, successful practices built to last. Incorporating both classic, proven business practices and leading edge strategies which utilize the latest technologies of the information age, Dr. Knowles is known for developing a unique approach to chiropractic excellence, with individual tools tailored to suit the needs of any doctor seeking his counsel
Through Lifetime Wellness Practice, Dr. Knowles has been blessed with the opportunity to not just help chiropractors establish successful, committed practices, but he’s also been given the chance to advance the philosophy of chiropractic care as it was meant to be taught. His clients don’t just learn how to become financially successful, they also become philosophically rich, and learn how to form a successful practice based on the idea of premium levels of care for patients. This core tenet is echoed throughout Dr. Knowles services, few things excite him more than getting to share them with his fellow chiropractors.

He is the recipient of numerous awards and honors for unprecedented client service, outstanding quality care, and extraordinary scholarship,...]]>1118influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-patrick-geddes-co-founder-of-aperio-group--51845696
Learn more: https://patrickgeddes.co/

Buy a copy of his book: “Transparent Investing: How to Play the Stock Market without Getting Played”
https://www.amazon.com/Transparent-Investing-Market-without-Getting-ebook/dp/B09N9YGV8B/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-patrick-geddes-co-founder-of-aperio-group]]>https://api.spreaker.com/episode/51845696Thu, 10 Nov 2022 00:48:08 +0000Mike Saunders, MBAPatrick co-founded Aperio Group in 1999, which became a leading investment management firm in customized indexing. Patrick was the Chief Investment Officer and CEO at Aperio until retirement in 2021. During that time the firm’s assets grew to $42...
Learn more: https://patrickgeddes.co/

Buy a copy of his book: “Transparent Investing: How to Play the Stock Market without Getting Played”
https://www.amazon.com/Transparent-Investing-Market-without-Getting-ebook/dp/B09N9YGV8B/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-patrick-geddes-co-founder-of-aperio-group]]>1401influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-randi-karpinia-ceo-of-sagacity-legal-understanding-worldwide-patent-strategies--51775330
Ms. Karpinia’s expertise is well recognized industry-wide including recently being honored as a 2021 Small Business Person of the Year Finalist by the Chamber of Commerce of the Palm Beaches and included in the WIPF – 2021 Powerful Women in IP list.

Ms. Karpinia’s credentials include a B.E.E, with honors, from Georgia Institute of Technology; a M.E.E. from Florida Atlantic University; and a J.D. Magna Cum Laude from Nova Southeastern University. Ms. Karpinia is admitted to practice law in Florida and before the USPTO, and is a Florida Bar Board Certified Intellectual Property Lawyer.
Randi’s firm, Sagacity Legal PLLC has just been named a 2022 Best of Florida “Intellectual Property Law Firm” in the Guide to Florida’s annual readers’ poll.

Learn More: https://sagacitylegal.com/

Not Legal Advice
The information contained in this podcast is provided for informational purposes only, and should not be construed as legal advice, nor are they intended as a source of advertising or solicitation. The material on this podcast may not reflect the most current legal developments. The content and interpretation of the law addressed herein is subject to revision. We disclaim all liability in respect to actions taken or not taken based on any or all the contents of this site to the fullest extent permitted by law. Do not act or refrain from acting upon this information without seeking professional legal counsel in your own state. The information in this podcast should not be viewed as an offer to perform legal services in any jurisdiction other than those in which Sagacity Legal’s attorneys are licensed to practice. No past results serve in any way as a guarantee of future results.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-randi-karpinia-ceo-of-sagacity-legal-understanding-worldwide-patent-strategies]]>https://api.spreaker.com/episode/51775330Thu, 03 Nov 2022 14:13:59 +0000Mike Saunders, MBARandi Karpinia, CEO of Sagacity Legal, transforms entrepreneur’s ideas and inventions into intellectual property assets that can lead to huge profits. With over twenty years of legal experience, Ms. Karpinia is a recognized expert in all aspects of...
Ms. Karpinia’s expertise is well recognized industry-wide including recently being honored as a 2021 Small Business Person of the Year Finalist by the Chamber of Commerce of the Palm Beaches and included in the WIPF – 2021 Powerful Women in IP list.

Ms. Karpinia’s credentials include a B.E.E, with honors, from Georgia Institute of Technology; a M.E.E. from Florida Atlantic University; and a J.D. Magna Cum Laude from Nova Southeastern University. Ms. Karpinia is admitted to practice law in Florida and before the USPTO, and is a Florida Bar Board Certified Intellectual Property Lawyer.
Randi’s firm, Sagacity Legal PLLC has just been named a 2022 Best of Florida “Intellectual Property Law Firm” in the Guide to Florida’s annual readers’ poll.

Learn More: https://sagacitylegal.com/

Not Legal Advice
The information contained in this podcast is provided for informational purposes only, and should not be construed as legal advice, nor are they intended as a source of advertising or solicitation. The material on this podcast may not reflect the most current legal developments. The content and interpretation of the law addressed herein is subject to revision. We disclaim all liability in respect to actions taken or not taken based on any or all the contents of this site to the fullest extent permitted by law. Do not act or refrain from acting upon this information without seeking professional legal counsel in your own state. The information in this podcast should not be viewed as an offer to perform legal services in any jurisdiction other than those in which Sagacity Legal’s attorneys are licensed to practice. No past results serve in any way as a guarantee of future results.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-randi-karpinia-ceo-of-sagacity-legal-understanding-worldwide-patent-strategies]]>1487influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-rob-braiman-founder-and-ceo-of-cogent-analytics--51739535
Rob earned his first equity at 26 as a subordinate partner to another entrepreneur who saw great potential in him. Later he developed another partnership, where they built three companies together. Eventually, Rob became a Business Analyst representing small to mid-sized businesses, which drove him to establish Cogent Analytics.

Over the last two decades, Rob’s personal engagement with more than 1,700 businesses has led to data-driven strategies proven to bring growth and success to small and mid-market business owners. Featured in Inc 500, Inc 5000, Fast 50, and the Financial Times, Cogent Analytics has maintained a strong reputation for solid growth and has continued to be one of the fastest-growing companies in our market for nearly a decade.

Rob has built a strong company culture based on his personal code of honor, courage, wisdom, faith, perseverance, and loyalty, principles that started with his service in the U.S. Military with SOCOM. Providing resources and assistance to others is at the very core of the entrepreneurial spirit and is a vital part of the foundation at Cogent. His personal mantra – Raise others up, and you will rise

His primary objective with every client is to put their interests first and ensure they receive the best tools and support for long-term stability and success. Mr. Braiman is a husband of 27 years and a father of two.

Learn more: https://www.cogentanalytics.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-rob-braiman-founder-and-ceo-of-cogent-analytics]]>https://api.spreaker.com/episode/51739535Mon, 31 Oct 2022 15:14:40 +0000Mike Saunders, MBARob Braiman is the founder and CEO of Cogent Analytics, an innovative consulting firm helping Main Street businesses thrive. With a long-standing reputation as a successful serial entrepreneur, Rob has worked directly with American business owners...
Rob earned his first equity at 26 as a subordinate partner to another entrepreneur who saw great potential in him. Later he developed another partnership, where they built three companies together. Eventually, Rob became a Business Analyst representing small to mid-sized businesses, which drove him to establish Cogent Analytics.

Over the last two decades, Rob’s personal engagement with more than 1,700 businesses has led to data-driven strategies proven to bring growth and success to small and mid-market business owners. Featured in Inc 500, Inc 5000, Fast 50, and the Financial Times, Cogent Analytics has maintained a strong reputation for solid growth and has continued to be one of the fastest-growing companies in our market for nearly a decade.

Rob has built a strong company culture based on his personal code of honor, courage, wisdom, faith, perseverance, and loyalty, principles that started with his service in the U.S. Military with SOCOM. Providing resources and assistance to others is at the very core of the entrepreneurial spirit and is a vital part of the foundation at Cogent. His personal mantra – Raise others up, and you will rise

His primary objective with every client is to put their interests first and ensure they receive the best tools and support for long-term stability and success. Mr. Braiman is a husband of 27 years and a father of two.

Learn more: https://www.cogentanalytics.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-rob-braiman-founder-and-ceo-of-cogent-analytics]]>1090influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-mark-triplett-troy-westendorf-2022-best-of-ankeny-award--51710831
The Triplett-Westendorf Purpose and Timeline 5 Step Planning Process (PT5) begins with Discovery.

Understanding where you are now, and then defining where you want to go (Your Purpose) and when you want to get there (Your Timeline), programs your financial GPS. Our Purpose and Timeline 5-step process (PT5) programs your financial GPS.

Learn more: http://triplett-westendorf.com/ | https://mypt5.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/]]>https://api.spreaker.com/episode/51710831Fri, 28 Oct 2022 01:42:12 +0000Mike Saunders, MBAWe believe that every dollar has a purpose and a timeline. When and how your retirement assets will be used should be understood before making important financial decisions. The Triplett-Westendorf Purpose and Timeline 5 Step Planning Process (PT5)...
The Triplett-Westendorf Purpose and Timeline 5 Step Planning Process (PT5) begins with Discovery.

Understanding where you are now, and then defining where you want to go (Your Purpose) and when you want to get there (Your Timeline), programs your financial GPS. Our Purpose and Timeline 5-step process (PT5) programs your financial GPS.

Learn more: http://triplett-westendorf.com/ | https://mypt5.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/]]>1381influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-berj-arakelian-area-sales-manager-with-cmg-home-loans-discussing-unique-loan-options-for-investors--51700576
Before I got into the mortgage industry, I owned and operated a chain of retail stores generating over $4+ million annually. And in the subsequent years, proceeded to complete over 2,000 financial transactions for families and businesses in the finance, estate and mortgage industry.

Today, I operate in San Diego, California with multiple recommendations as a certified Mortgage Planning Specialist and a certified Mortgage executive. As a retail Branch Manager with USA Mortgage, I work with clients to develop financial solutions that they can benefit from, now and in the future. My experience has spanned over an incredible track record, with a specialization on new home purchase, cash-out refinance, high balance and jumbo loans and self-employed borrowers. I am your go-to for all your mortgage-related financial planning. And if you are a first time home buyer, I go all out to ensure you have an awesome first-time experience.

I stand out for a lot of reasons, but my clients never get enough of my Premium Buyer package. An opportunity that accords all my clients a competitive edge over their competition, by making them a priority for listing agents and sellers. With me, you accomplish your financial goals and become a home owner in an effortless, stress-free approach.

Book a planning session with me today, to get that VIP treatment you deserve.

Learn More: https://www.cmgfi.com/mysite/berj-arakelian

NMLS ID NUMBER: 1695267 • COMPANY NMLS: 1820 Licensed by the Department of Business Oversight under the California Residential Mortgage Lending Act.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-berj-arakelian-area-sales-manager-with-cmg-home-loans-discussing-unique-loan-options-for-investors]]>https://api.spreaker.com/episode/51700576Thu, 27 Oct 2022 03:29:20 +0000Mike Saunders, MBAMy name is Berj Arakelian, a doting husband and a proud father of two hyper active boys. As well, I am the expert you need to handle all your mortgage affairs smoothly, from start to end while saving you a lot in time, costs, energy and frustrations....
Before I got into the mortgage industry, I owned and operated a chain of retail stores generating over $4+ million annually. And in the subsequent years, proceeded to complete over 2,000 financial transactions for families and businesses in the finance, estate and mortgage industry.

Today, I operate in San Diego, California with multiple recommendations as a certified Mortgage Planning Specialist and a certified Mortgage executive. As a retail Branch Manager with USA Mortgage, I work with clients to develop financial solutions that they can benefit from, now and in the future. My experience has spanned over an incredible track record, with a specialization on new home purchase, cash-out refinance, high balance and jumbo loans and self-employed borrowers. I am your go-to for all your mortgage-related financial planning. And if you are a first time home buyer, I go all out to ensure you have an awesome first-time experience.

I stand out for a lot of reasons, but my clients never get enough of my Premium Buyer package. An opportunity that accords all my clients a competitive edge over their competition, by making them a priority for listing agents and sellers. With me, you accomplish your financial goals and become a home owner in an effortless, stress-free approach.

Book a planning session with me today, to get that VIP treatment you deserve.

Learn More: https://www.cmgfi.com/mysite/berj-arakelian

NMLS ID NUMBER: 1695267 • COMPANY NMLS: 1820 Licensed by the Department of Business Oversight under the California Residential Mortgage Lending Act.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-berj-arakelian-area-sales-manager-with-cmg-home-loans-discussing-unique-loan-options-for-investors]]>1487influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-andrew-carrillo-president-and-founder-of-barnett-capital-advisors-discussing-asset-allocation-in-retirement-portfolios--51700551
Throughout his career, Andrew Carrillo has earned the designation of Certified Financial Planner™ (CFP®), Accredited Wealth Management AdvisorSM (AWMA®), and Chartered Retirement Planning CounselorSM (CRPC®), each of which requires advanced financial planning studies and adherence to a strict code of professional conduct.

Andrew Carrillo is a CFP Designee. The CFP designation is considered the most prestigious and sought after designation in the Financial planning industry. Members adhere to the highest standards of professional competence, ethical conduct, and clear, complete disclosure to those they serve.
As a CFP designee and Investment Advisor. Andrew Carrillo is held to a fiduciary standard with his clients, the highest standard for customer care under law. Andrew lives every day believing his client’s best interests are his as well.

Andrew Carrillo completed his undergraduate degree at Florida State University earning a Bachelor’s Degree in International Affairs with a focus in Finance. He is a graduate of the University of Pennsylvania, Wharton School Portfolio Management and Investment Strategies Program.
His clients are primarily high net worth Baby-boomers, Families, Retirees, Pre-retirees, and Institutions.

When he’s not helping clients reach their financial goals, Andrew is usually spending time with his family or studying and staying current with economic and financial planning topics. Andrew was born and raised in New York, but has enjoyed living in South Florida for the last 20 years and currently lives in Miami.

Learn More: http://www.barnettcapitaladvisors.com/

Investment Advisory Services provided by Barnett Capital Advisors a Registered investment advisor


Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-andrew-carrillo-president-and-founder-of-barnett-capital-advisors-discussing-asset-allocation-in-retirement-portfolios]]>https://api.spreaker.com/episode/51700551Thu, 27 Oct 2022 03:22:51 +0000Mike Saunders, MBAAndrew E. Carrillo is the President and Founder of Barnett Capital Advisors LLC. He began his career as a Financial Advisor at Ameriprise Financial Services, Inc. in 2007, but decided to depart from the firm in late 2009 to allow him to focus more on...
Throughout his career, Andrew Carrillo has earned the designation of Certified Financial Planner™ (CFP®), Accredited Wealth Management AdvisorSM (AWMA®), and Chartered Retirement Planning CounselorSM (CRPC®), each of which requires advanced financial planning studies and adherence to a strict code of professional conduct.

Andrew Carrillo is a CFP Designee. The CFP designation is considered the most prestigious and sought after designation in the Financial planning industry. Members adhere to the highest standards of professional competence, ethical conduct, and clear, complete disclosure to those they serve.
As a CFP designee and Investment Advisor. Andrew Carrillo is held to a fiduciary standard with his clients, the highest standard for customer care under law. Andrew lives every day believing his client’s best interests are his as well.

Andrew Carrillo completed his undergraduate degree at Florida State University earning a Bachelor’s Degree in International Affairs with a focus in Finance. He is a graduate of the University of Pennsylvania, Wharton School Portfolio Management and Investment Strategies Program.
His clients are primarily high net worth Baby-boomers, Families, Retirees, Pre-retirees, and Institutions.

When he’s not helping clients reach their financial goals, Andrew is usually spending time with his family or studying and staying current with economic and financial planning topics. Andrew was born and raised in New York, but has enjoyed living in South Florida for the last 20 years and currently lives in Miami.

Learn More: http://www.barnettcapitaladvisors.com/

Investment Advisory Services provided by Barnett Capital Advisors a Registered investment advisor


Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-andrew-carrillo-president-and-founder-of-barnett-capital-advisors-discussing-asset-allocation-in-retirement-portfolios]]>1129influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-dustin-devries-cto-co-founder-of-caffeine-interactive--51684093
Dustin is proud to work with some of the most talented business analysts and developers in the industry. He is a solopreneur and has grown his company based on a 100% remote team which has been thriving for the last eight years.

In his spare time, Dustin enjoys playing tennis, fishing, reading, gardening, cooking, music, hiking, and hanging out with his family. He believes that a work-life balance is essential to operate a business, overcome adversities, and find a bigger purpose in life. He is eager to talk about the importance of having personal freedom while being a successful entrepreneur in the software industry, working with remote teams, and managing family crises.

Learn more: https://caffeineinteractive.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-dustin-devries-cto-co-founder-of-caffeine-interactive]]>https://api.spreaker.com/episode/51684093Tue, 25 Oct 2022 15:58:32 +0000Mike Saunders, MBADustin has been living and breathing software development for over 20 years. He is the Co-Founder of Caffeine Interactive Technologies, an agency that focuses on planning strategies and architecture, ensuring that software implementations are...
Dustin is proud to work with some of the most talented business analysts and developers in the industry. He is a solopreneur and has grown his company based on a 100% remote team which has been thriving for the last eight years.

In his spare time, Dustin enjoys playing tennis, fishing, reading, gardening, cooking, music, hiking, and hanging out with his family. He believes that a work-life balance is essential to operate a business, overcome adversities, and find a bigger purpose in life. He is eager to talk about the importance of having personal freedom while being a successful entrepreneur in the software industry, working with remote teams, and managing family crises.

Learn more: https://caffeineinteractive.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-dustin-devries-cto-co-founder-of-caffeine-interactive]]>1392influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-spencer-hilligoss-ceo-and-co-founder-of-madison-investing--51684028
Now, Spencer’s full focus goes to Madison Investing – a passive investing group with hundreds of members actively deploying capital with Madison’s vetted sponsors and deals in high-growth markets across the US. Spencer and his wife/COO Jennifer put their own personal skin-in-the-game with each operator as the cornerstone of a 5-part sponsor vetting framework, designed to de-risk the toughest question facing every passive investor: “can I trust this team with my capital?”

Madison Investing specializes in real estate syndications and private equity funds – focused on multifamily, self storage and niche asset classes. Madison has partnered on real estate deals totaling more than 10,000 units – spanning 36 deals and 13 full-cycle exits.

Spencer is a father of two, an avid guitar player, graduate of CU Boulder and currently based in the Bay Area, California. He is a registered member of FINRA and a member of the Forbes 2022 Real Estate Council. Madison Investing is accepting applications from new members who meet Accredited Investor requirements:

Learn more: https://www.madisoninvesting.com/interview-with-spencer-hilligoss-ceo-and-co-founder-of-madison-investing

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/]]>https://api.spreaker.com/episode/51684028Tue, 25 Oct 2022 15:51:24 +0000Mike Saunders, MBASpencer Hilligoss is a full time investor and former operations leader who walked away from a lucrative career of 13 years across 5 high-growth Fintech companies. In 2019, five months before the pandemic – Spencer left behind the golden handcuffs to...
Now, Spencer’s full focus goes to Madison Investing – a passive investing group with hundreds of members actively deploying capital with Madison’s vetted sponsors and deals in high-growth markets across the US. Spencer and his wife/COO Jennifer put their own personal skin-in-the-game with each operator as the cornerstone of a 5-part sponsor vetting framework, designed to de-risk the toughest question facing every passive investor: “can I trust this team with my capital?”

Madison Investing specializes in real estate syndications and private equity funds – focused on multifamily, self storage and niche asset classes. Madison has partnered on real estate deals totaling more than 10,000 units – spanning 36 deals and 13 full-cycle exits.

Spencer is a father of two, an avid guitar player, graduate of CU Boulder and currently based in the Bay Area, California. He is a registered member of FINRA and a member of the Forbes 2022 Real Estate Council. Madison Investing is accepting applications from new members who meet Accredited Investor requirements:

Learn more: https://www.madisoninvesting.com/interview-with-spencer-hilligoss-ceo-and-co-founder-of-madison-investing

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/]]>1047influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-matthew-ablakan-founder-owner-of-the-millennial-s-choice-group--51683915
Matthew is the Founder & Owner of the Millennial’s Choice Group of Companies; a Real Estate, Mortgages, Insurance and Education brand. To better benefit his clients, Matthew has earned numerous degrees including, a Bachelors in Education, a Honourary Degree in Law & Society, a Real Estate Brokers License, a Mortgage Brokers License, & a Life Insurance Agent License. Education & Financial Literacy are important facets to the success of Millennial’s Choice. Matthew’s track record exudes his professionalism, experience, & most important, his persistent care for each and every one of his clients.

Learn more: https://millennialschoice.ca/
https://financialfreedomclub.ca/ebook

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-matthew-ablakan-founder-owner-of-the-millennials-choice-group]]>https://api.spreaker.com/episode/51683915Tue, 25 Oct 2022 15:36:45 +0000Mike Saunders, MBAMatthew Ablakan’s journey began at a very young age where trading Pokémon cards began to teach him a variety of skills such as how to Negotiate and the importance of Demand and Supply. As he entered High School, Matthew began to sell Jansport...
Matthew is the Founder & Owner of the Millennial’s Choice Group of Companies; a Real Estate, Mortgages, Insurance and Education brand. To better benefit his clients, Matthew has earned numerous degrees including, a Bachelors in Education, a Honourary Degree in Law & Society, a Real Estate Brokers License, a Mortgage Brokers License, & a Life Insurance Agent License. Education & Financial Literacy are important facets to the success of Millennial’s Choice. Matthew’s track record exudes his professionalism, experience, & most important, his persistent care for each and every one of his clients.

Learn more: https://millennialschoice.ca/
https://financialfreedomclub.ca/ebook

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-matthew-ablakan-founder-owner-of-the-millennials-choice-group]]>1203influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-berj-arakelian-area-sales-manager-with-cmg-home-loans-discussing-serving-realtor-referral-partners--51649185
Before I got into the mortgage industry, I owned and operated a chain of retail stores generating over $4+ million annually. And in the subsequent years, proceeded to complete over 2,000 financial transactions for families and businesses in the finance, estate and mortgage industry.

Today, I operate in San Diego, California with multiple recommendations as a certified Mortgage Planning Specialist and a certified Mortgage executive. As a retail Branch Manager with USA Mortgage, I work with clients to develop financial solutions that they can benefit from, now and in the future. My experience has spanned over an incredible track record, with a specialization on new home purchase, cash-out refinance, high balance and jumbo loans and self-employed borrowers. I am your go-to for all your mortgage-related financial planning. And if you are a first time home buyer, I go all out to ensure you have an awesome first-time experience.

I stand out for a lot of reasons, but my clients never get enough of my Premium Buyer package. An opportunity that accords all my clients a competitive edge over their competition, by making them a priority for listing agents and sellers. With me, you accomplish your financial goals and become a home owner in an effortless, stress-free approach.

Book a planning session with me today, to get that VIP treatment you deserve.

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



NMLS ID NUMBER: 1695267 • COMPANY NMLS: 1820 Licensed by the Department of Business Oversight under the California Residential Mortgage Lending Act.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-berj-arakelian-area-sales-manager-with-cmg-home-loans-discussing-serving-realtor-referral-partners]]>https://api.spreaker.com/episode/51649185Fri, 21 Oct 2022 21:18:02 +0000Mike Saunders, MBAMy name is Berj Arakelian, a doting husband and a proud father of two hyper active boys. As well, I am the expert you need to handle all your mortgage affairs smoothly, from start to end while saving you a lot in time, costs, energy and frustrations....
Before I got into the mortgage industry, I owned and operated a chain of retail stores generating over $4+ million annually. And in the subsequent years, proceeded to complete over 2,000 financial transactions for families and businesses in the finance, estate and mortgage industry.

Today, I operate in San Diego, California with multiple recommendations as a certified Mortgage Planning Specialist and a certified Mortgage executive. As a retail Branch Manager with USA Mortgage, I work with clients to develop financial solutions that they can benefit from, now and in the future. My experience has spanned over an incredible track record, with a specialization on new home purchase, cash-out refinance, high balance and jumbo loans and self-employed borrowers. I am your go-to for all your mortgage-related financial planning. And if you are a first time home buyer, I go all out to ensure you have an awesome first-time experience.

I stand out for a lot of reasons, but my clients never get enough of my Premium Buyer package. An opportunity that accords all my clients a competitive edge over their competition, by making them a priority for listing agents and sellers. With me, you accomplish your financial goals and become a home owner in an effortless, stress-free approach.

Book a planning session with me today, to get that VIP treatment you deserve.

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



NMLS ID NUMBER: 1695267 • COMPANY NMLS: 1820 Licensed by the Department of Business Oversight under the California Residential Mortgage Lending Act.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-berj-arakelian-area-sales-manager-with-cmg-home-loans-discussing-serving-realtor-referral-partners]]>924influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-joe-macleod-founder-head-of-endineering-at-andend--51636780
Learn more:

Endineering Book (2021)
https://www.andend.co/endineeringbook
https://www.amazon.com/dp/9163947838/

Hash tags.
#Endineering
#DesignEnds

AndEnd Website
http://www.andend.co/

Ends Book (2017)
https://www.amazon.co.uk/dp/9163936445

Become an Endineer
http://www.andend.co/training-for-beginners-in-ends

LinkedIn
https://www.linkedin.com/in/josephmacleod/
https://www.linkedin.com/company/andend/

Twitter
@mrmacleod
@andend_co

Instagram
@mrmacleod
@andend.co

https://youtu.be/3gD7MREWgMI
https://www.wired.com/story/startups-prepare-for-downfall/
https://www.ifixit.com/News/48850/if-you-want-to-feel-better-about-e-waste-you-have-to-sell-stuff
https://www.andend.co/endineeringbook

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-joe-macleod-founder-head-of-endineering-at-andend]]>https://api.spreaker.com/episode/51636780Thu, 20 Oct 2022 17:53:02 +0000Mike Saunders, MBAJoe Macleod is the founder of the world’s first customer ending business. A veteran of product development industry with decades of experience across service, digital and product sectors. He is the Head of Endineering at AndEnd and a TEDx Speaker. He...
Learn more:

Endineering Book (2021)
https://www.andend.co/endineeringbook
https://www.amazon.com/dp/9163947838/

Hash tags.
#Endineering
#DesignEnds

AndEnd Website
http://www.andend.co/

Ends Book (2017)
https://www.amazon.co.uk/dp/9163936445

Become an Endineer
http://www.andend.co/training-for-beginners-in-ends

LinkedIn
https://www.linkedin.com/in/josephmacleod/
https://www.linkedin.com/company/andend/

Twitter
@mrmacleod
@andend_co

Instagram
@mrmacleod
@andend.co

https://youtu.be/3gD7MREWgMI
https://www.wired.com/story/startups-prepare-for-downfall/
https://www.ifixit.com/News/48850/if-you-want-to-feel-better-about-e-waste-you-have-to-sell-stuff
https://www.andend.co/endineeringbook

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-joe-macleod-founder-head-of-endineering-at-andend]]>1184influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-randi-karpinia-ceo-of-sagacity-legal-discussing-the-best-patent-filing-strategy--51636710
Ms. Karpinia’s expertise is well recognized industry-wide including recently being honored as a 2021 Small Business Person of the Year Finalist by the Chamber of Commerce of the Palm Beaches and included in the WIPF – 2021 Powerful Women in IP list.

Ms. Karpinia’s credentials include a B.E.E, with honors, from Georgia Institute of Technology; a M.E.E. from Florida Atlantic University; and a J.D. Magna Cum Laude from Nova Southeastern University. Ms. Karpinia is admitted to practice law in Florida and before the USPTO, and is a Florida Bar Board Certified Intellectual Property Lawyer.

Learn More: https://sagacitylegal.com/


Not Legal Advice
The information contained in this podcast is provided for informational purposes only, and should not be construed as legal advice, nor are they intended as a source of advertising or solicitation. The material on this podcast may not reflect the most current legal developments. The content and interpretation of the law addressed herein is subject to revision. We disclaim all liability in respect to actions taken or not taken based on any or all the contents of this site to the fullest extent permitted by law. Do not act or refrain from acting upon this information without seeking professional legal counsel in your own state. The information in this podcast should not be viewed as an offer to perform legal services in any jurisdiction other than those in which Sagacity Legal’s attorneys are licensed to practice. No past results serve in any way as a guarantee of future results.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-randi-karpinia-ceo-of-sagacity-legal-discussing-the-best-patent-filing-strategy]]>https://api.spreaker.com/episode/51636710Thu, 20 Oct 2022 17:42:18 +0000Mike Saunders, MBARandi Karpinia, CEO of Sagacity Legal, transforms entrepreneur’s ideas and inventions into intellectual property assets that can lead to huge profits. With over twenty years of legal experience, Ms. Karpinia is a recognized expert in all aspects of...
Ms. Karpinia’s expertise is well recognized industry-wide including recently being honored as a 2021 Small Business Person of the Year Finalist by the Chamber of Commerce of the Palm Beaches and included in the WIPF – 2021 Powerful Women in IP list.

Ms. Karpinia’s credentials include a B.E.E, with honors, from Georgia Institute of Technology; a M.E.E. from Florida Atlantic University; and a J.D. Magna Cum Laude from Nova Southeastern University. Ms. Karpinia is admitted to practice law in Florida and before the USPTO, and is a Florida Bar Board Certified Intellectual Property Lawyer.

Learn More: https://sagacitylegal.com/


Not Legal Advice
The information contained in this podcast is provided for informational purposes only, and should not be construed as legal advice, nor are they intended as a source of advertising or solicitation. The material on this podcast may not reflect the most current legal developments. The content and interpretation of the law addressed herein is subject to revision. We disclaim all liability in respect to actions taken or not taken based on any or all the contents of this site to the fullest extent permitted by law. Do not act or refrain from acting upon this information without seeking professional legal counsel in your own state. The information in this podcast should not be viewed as an offer to perform legal services in any jurisdiction other than those in which Sagacity Legal’s attorneys are licensed to practice. No past results serve in any way as a guarantee of future results.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-randi-karpinia-ceo-of-sagacity-legal-discussing-the-best-patent-filing-strategy]]>1442influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-kirk-michie-founder-of-candor-advisors--51636645For more than 30 years, Kirk has worked with entrepreneurs, closely held business owners, and high net worth families to achieve their strategic planning, liquidity, investment, and legacy objectives.

Learn more: https://candor-advisors.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-kirk-michie-founder-of-candor-advisors]]>https://api.spreaker.com/episode/51636645Thu, 20 Oct 2022 17:33:15 +0000Mike Saunders, MBAKirk Michie is the founder of Candor Advisors. For more than 30 years, Kirk has worked with entrepreneurs, closely held business owners, and high net worth families to achieve their strategic planning, liquidity, investment, and legacy objectives....For more than 30 years, Kirk has worked with entrepreneurs, closely held business owners, and high net worth families to achieve their strategic planning, liquidity, investment, and legacy objectives.

Learn more: https://candor-advisors.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-kirk-michie-founder-of-candor-advisors]]>1371influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-brandi-marek-advisor-with-ferguson-alliance--51636400
As a “next generation” family member in a family-owned business, Brandi understands the delicate and at times challenging situations that can face family businesses.

Brandi has experience developing strategic plans, leading departments and managing capital expenses. She’s comfortable with complicated financials and the nuances of organizational structure.

However, her passion lies with the people. Organizations excel when the people within them thrive and Brandi is driven to bring out the best in people.

As a teacher and a leader, she loves to help people reach their potential as empowered leaders who are confident in their abilities.

Learn more: https://ferguson-alliance.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-brandi-marek-advisor-with-ferguson-alliance]]>https://api.spreaker.com/episode/51636400Thu, 20 Oct 2022 17:10:51 +0000Mike Saunders, MBABrandi spent most of her career in management and leadership roles at Magnolia Gardens Nursery, a family business with over 150 employees. As a “next generation” family member in a family-owned business, Brandi understands the delicate and at times...
As a “next generation” family member in a family-owned business, Brandi understands the delicate and at times challenging situations that can face family businesses.

Brandi has experience developing strategic plans, leading departments and managing capital expenses. She’s comfortable with complicated financials and the nuances of organizational structure.

However, her passion lies with the people. Organizations excel when the people within them thrive and Brandi is driven to bring out the best in people.

As a teacher and a leader, she loves to help people reach their potential as empowered leaders who are confident in their abilities.

Learn more: https://ferguson-alliance.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-brandi-marek-advisor-with-ferguson-alliance]]>1120influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-berj-arakelian-area-sales-manager-with-cmg-home-loans--51577921
Before I got into the mortgage industry, I owned and operated a chain of retail stores generating over $4+ million annually. And in the subsequent years, proceeded to complete over 2,000 financial transactions for families and businesses in the finance, estate and mortgage industry.

Today, I operate in San Diego, California with multiple recommendations as a certified Mortgage Planning Specialist and a certified Mortgage executive. As a retail Branch Manager with USA Mortgage, I work with clients to develop financial solutions that they can benefit from, now and in the future. My experience has spanned over an incredible track record, with a specialization on new home purchase, cash-out refinance, high balance and jumbo loans and self-employed borrowers. I am your go-to for all your mortgage-related financial planning. And if you are a first time home buyer, I go all out to ensure you have an awesome first-time experience.

I stand out for a lot of reasons, but my clients never get enough of my Premium Buyer package. An opportunity that accords all my clients a competitive edge over their competition, by making them a priority for listing agents and sellers. With me, you accomplish your financial goals and become a home owner in an effortless, stress-free approach.

Book a planning session with me today, to get that VIP treatment you deserve.

Learn More: https://www.cmgfi.com/mysite/berj-arakelian



NMLS ID NUMBER: 1695267 • COMPANY NMLS: 1820 Licensed by the Department of Business Oversight under the California Residential Mortgage Lending Act.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-berj-arakelian-area-sales-manager-with-cmg-home-loans]]>https://api.spreaker.com/episode/51577921Fri, 14 Oct 2022 19:21:58 +0000Mike Saunders, MBAMy name is Berj Arakelian, a doting husband and a proud father of two hyper active boys. As well, I am the expert you need to handle all your mortgage affairs smoothly, from start to end while saving you a lot in time, costs, energy and frustrations....
Before I got into the mortgage industry, I owned and operated a chain of retail stores generating over $4+ million annually. And in the subsequent years, proceeded to complete over 2,000 financial transactions for families and businesses in the finance, estate and mortgage industry.

Today, I operate in San Diego, California with multiple recommendations as a certified Mortgage Planning Specialist and a certified Mortgage executive. As a retail Branch Manager with USA Mortgage, I work with clients to develop financial solutions that they can benefit from, now and in the future. My experience has spanned over an incredible track record, with a specialization on new home purchase, cash-out refinance, high balance and jumbo loans and self-employed borrowers. I am your go-to for all your mortgage-related financial planning. And if you are a first time home buyer, I go all out to ensure you have an awesome first-time experience.

I stand out for a lot of reasons, but my clients never get enough of my Premium Buyer package. An opportunity that accords all my clients a competitive edge over their competition, by making them a priority for listing agents and sellers. With me, you accomplish your financial goals and become a home owner in an effortless, stress-free approach.

Book a planning session with me today, to get that VIP treatment you deserve.

Learn More: https://www.cmgfi.com/mysite/berj-arakelian



NMLS ID NUMBER: 1695267 • COMPANY NMLS: 1820 Licensed by the Department of Business Oversight under the California Residential Mortgage Lending Act.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-berj-arakelian-area-sales-manager-with-cmg-home-loans]]>1292influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-enrico-brex-financial-advisor-with-elite-retirement-consultants--51482416Enrico, has been a small buisness owner and has also served in executive management for a sporting goods manufacturing company. He possesses series 6, 63, 65, life and health insurance licenses.

Learn More: https://www.erc401.com/

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-enrico-brex-financial-advisor-with-elite-retirement-consultants]]>https://api.spreaker.com/episode/51482416Thu, 06 Oct 2022 00:30:32 +0000Mike Saunders, MBAEnrico is a life insurance specialist at Elite Retirement Consultants in Sparta, NJ. He strives to provide personalized service to valued clients which includes implementing advanced insurance planning. Enrico‘ s diverse professional background...Enrico, has been a small buisness owner and has also served in executive management for a sporting goods manufacturing company. He possesses series 6, 63, 65, life and health insurance licenses.

Learn More: https://www.erc401.com/

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation.The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-enrico-brex-financial-advisor-with-elite-retirement-consultants]]>1291influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-matthew-gallagher-founder-of-prosperity-wealth-management--51482369
Learn more: https://www.retirewithmatthew.com/

Advisory Services Offered Through CreativeOne Wealth, LLC, a Registered Investment Advisor.
Prosperity Wealth Management, LLC and CreativeOne Wealth, LLC are not affiliated.

Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary, or investment advice.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-matthew-gallagher-founder-of-prosperity-wealth-management]]>https://api.spreaker.com/episode/51482369Thu, 06 Oct 2022 00:24:09 +0000Mike Saunders, MBAMatthew Gallagher, founder of Prosperity Wealth Management, is a Certified Financial Planner™ Practitioner who graduated from Baylor University and received an Executive Management Certificate from the University of Notre Dame. He has been featured on...
Learn more: https://www.retirewithmatthew.com/

Advisory Services Offered Through CreativeOne Wealth, LLC, a Registered Investment Advisor.
Prosperity Wealth Management, LLC and CreativeOne Wealth, LLC are not affiliated.

Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary, or investment advice.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-matthew-gallagher-founder-of-prosperity-wealth-management]]>1175influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-randi-karpinia-ceo-of-sagacity-legal-discussing-patenting-an-invention--51482229
Ms. Karpinia’s expertise is well recognized industry-wide including recently being honored as a 2021 Small Business Person of the Year Finalist by the Chamber of Commerce of the Palm Beaches and included in the WIPF – 2021 Powerful Women in IP list.

Ms. Karpinia’s credentials include a B.E.E, with honors, from Georgia Institute of Technology; a M.E.E. from Florida Atlantic University; and a J.D. Magna Cum Laude from Nova Southeastern University. Ms. Karpinia is admitted to practice law in Florida and before the USPTO, and is a Florida Bar Board Certified Intellectual Property Lawyer.

Learn More: https://sagacitylegal.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-randi-karpinia-ceo-of-sagacity-legal-discussing-patenting-an-invention]]>https://api.spreaker.com/episode/51482229Thu, 06 Oct 2022 00:00:42 +0000Mike Saunders, MBARandi Karpinia, CEO of Sagacity Legal, transforms entrepreneur’s ideas and inventions into intellectual property assets that can lead to huge profits. With over twenty years of legal experience, Ms. Karpinia is a recognized expert in all aspects of...
Ms. Karpinia’s expertise is well recognized industry-wide including recently being honored as a 2021 Small Business Person of the Year Finalist by the Chamber of Commerce of the Palm Beaches and included in the WIPF – 2021 Powerful Women in IP list.

Ms. Karpinia’s credentials include a B.E.E, with honors, from Georgia Institute of Technology; a M.E.E. from Florida Atlantic University; and a J.D. Magna Cum Laude from Nova Southeastern University. Ms. Karpinia is admitted to practice law in Florida and before the USPTO, and is a Florida Bar Board Certified Intellectual Property Lawyer.

Learn More: https://sagacitylegal.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-randi-karpinia-ceo-of-sagacity-legal-discussing-patenting-an-invention]]>1352influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-andrew-carrillo-president-and-founder-of-barnett-capital-advisors--51457442
Throughout his career, Andrew Carrillo has earned the designation of Certified Financial Planner™ (CFP®), Accredited Wealth Management AdvisorSM (AWMA®), and Chartered Retirement Planning CounselorSM (CRPC®), each of which requires advanced financial planning studies and adherence to a strict code of professional conduct.

Andrew Carrillo is a CFP Designee. The CFP designation is considered the most prestigious and sought after designation in the Financial planning industry. Members adhere to the highest standards of professional competence, ethical conduct, and clear, complete disclosure to those they serve.
As a CFP designee and Investment Advisor. Andrew Carrillo is held to a fiduciary standard with his clients, the highest standard for customer care under law. Andrew lives every day believing his client’s best interests are his as well.

Andrew Carrillo completed his undergraduate degree at Florida State University earning a Bachelor’s Degree in International Affairs with a focus in Finance. He is a graduate of the University of Pennsylvania, Wharton School Portfolio Management and Investment Strategies Program.
His clients are primarily high net worth Baby-boomers, Families, Retirees, Pre-retirees, and Institutions.

When he’s not helping clients reach their financial goals, Andrew is usually spending time with his family or studying and staying current with economic and financial planning topics. Andrew was born and raised in New York, but has enjoyed living in South Florida for the last 20 years and currently lives in Miami.

Learn More: http://www.barnettcapitaladvisors.com/

Investment Advisory Services provided by Barnett Capital Advisors a Registered investment advisor

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-andrew-carrillo-president-and-founder-of-barnett-capital-advisors]]>https://api.spreaker.com/episode/51457442Mon, 03 Oct 2022 18:56:30 +0000Mike Saunders, MBAAndrew E. Carrillo is the President and Founder of Barnett Capital Advisors LLC. He began his career as a Financial Advisor at Ameriprise Financial Services, Inc. in 2007, but decided to depart from the firm in late 2009 to allow him to focus more on...
Throughout his career, Andrew Carrillo has earned the designation of Certified Financial Planner™ (CFP®), Accredited Wealth Management AdvisorSM (AWMA®), and Chartered Retirement Planning CounselorSM (CRPC®), each of which requires advanced financial planning studies and adherence to a strict code of professional conduct.

Andrew Carrillo is a CFP Designee. The CFP designation is considered the most prestigious and sought after designation in the Financial planning industry. Members adhere to the highest standards of professional competence, ethical conduct, and clear, complete disclosure to those they serve.
As a CFP designee and Investment Advisor. Andrew Carrillo is held to a fiduciary standard with his clients, the highest standard for customer care under law. Andrew lives every day believing his client’s best interests are his as well.

Andrew Carrillo completed his undergraduate degree at Florida State University earning a Bachelor’s Degree in International Affairs with a focus in Finance. He is a graduate of the University of Pennsylvania, Wharton School Portfolio Management and Investment Strategies Program.
His clients are primarily high net worth Baby-boomers, Families, Retirees, Pre-retirees, and Institutions.

When he’s not helping clients reach their financial goals, Andrew is usually spending time with his family or studying and staying current with economic and financial planning topics. Andrew was born and raised in New York, but has enjoyed living in South Florida for the last 20 years and currently lives in Miami.

Learn More: http://www.barnettcapitaladvisors.com/

Investment Advisory Services provided by Barnett Capital Advisors a Registered investment advisor

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-andrew-carrillo-president-and-founder-of-barnett-capital-advisors]]>1293influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-nick-bliss-partner-financial-advisor-with-clear-strategy-discussing-legacy-estate-planning--51406438
Learn More: https://myclearstrategy.com/


Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.
The views expressed are not necessarily the opinion of this podcast interview, and should not be construed directly or indirectly, as an offer to buy or sell any securities or services mentioned herein. Investing is subject to risks including loss of principal invested. Past performance is not a guarantee of future results. No strategy can assure a profit nor protect against loss. Please note that individual situations can vary. Therefore, the information should only be relied upon when coordinated with individual professional advice.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-nick-bliss-partner-financial-advisor-with-clear-strategy-discussing-legacy-estate-planning]]>https://api.spreaker.com/episode/51406438Wed, 28 Sep 2022 14:04:49 +0000Mike Saunders, MBAI am passionate about bringing financial planning the next level as the industry demand grows stronger. I studied accounting at Saginaw Valley State University and I retain my Series 7,66, Life, Accident,Health Insurance and Variable Annuity licenses....
Learn More: https://myclearstrategy.com/


Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.
The views expressed are not necessarily the opinion of this podcast interview, and should not be construed directly or indirectly, as an offer to buy or sell any securities or services mentioned herein. Investing is subject to risks including loss of principal invested. Past performance is not a guarantee of future results. No strategy can assure a profit nor protect against loss. Please note that individual situations can vary. Therefore, the information should only be relied upon when coordinated with individual professional advice.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-nick-bliss-partner-financial-advisor-with-clear-strategy-discussing-legacy-estate-planning]]>1433influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-bob-chitrathorn-co-founder-of-simplified-wealth-management--51397094
To the Chitrathorns, life in America was a gift and they were proud owners of property in America. They worked hard to put food on the table and to put Bob and his younger sister, Crystal, through school. Bob ate sandwiches with nothing but cheese on them, but he was blessed nonetheless. He learned that perspective made all the difference in life.

In his mother’s words, “education is money in the bank.” She teaches nurses still to this day, but she and Sakul, a factory worker, sacrificed to make a better life for Bob and Crystal. They paid for both kids to go through private high school and then helped pay for college.

Their dedication and sacrifice didn’t go to waste. Bob received a full ride scholarship for his first year at La Sierra University, before transferring to Cal State San Bernardino. He received his B.S. in Finance, as well as a B.S. in Real Estate, while minoring in business administration. Despite the rigorous course load, Bob graduated magna cum laude and was named part of the Golden Key Honor Society.

In 2004, Bob became a financial advisor, which was an opportunity to make a good living, while helping others make the best decisions for their own financial lives. He had a short stint at H&R Block and also considered real estate, but he found his passion in personal finance. While Bob was attending CSUSB, his parents were working with an agent at New York Life. Bob always sat in on their meetings. He found that by listening to his parents’ goals and conveying the pros and cons of their decisions, that they would listen to him more often than their own advisor.

When Bob became an advisor, it was a no brainer that Puttachart and Sakul would work with their son, who always listened to their needs. With over 12 years of industry experience, he now has hundreds of clients beyond his parents to guide and influence. Bob recently joined newly established Simplified Wealth Management to help grow a new brand and to help shape the next generation of financial advisors.

In 2016, Bob contributed a chapter to best selling author and esteemed motivational speaker, Brian Tracy’s book. The book, “Success Manifesto: The World’s Leading Entrepreneurs & Professionals Reveal Their Secrets to Mastering Health, Wealth & Lifestyle,” was an opportunity for Bob to share his love for planning and for his clients.

He holds the Series 6, Series 7, Series 63 registrations with LPL Financial, and Series 65 registration with Strategic Wealth Advisors Group, LLC, and life, health and long-term care insurance licenses. Bob has been married to the love of his life, Brittany, for five years. They live in their Riverside, CA home with their rescue dog, Mazy, a pool, putting green, and a Pittsburgh Steelers themed bar that’s perfect for Sunday Night Football.

If you’re looking for Bob at 6:30 or 7 pm on a weeknight, more often than not, he’s prepping for a case or making phone calls still. His parents’ work habits weren’t lost on him and he’s usually the one at the end of the night setting the alarm and turning off the lights.

Complimentary Power of Attorney, Help with business valuation, Complimentary Second Opinion, investment review/analytics: http://www.planwithbob.com/


Simplified Wealth Management, and LPL Financial do not provide legal advice or tax services. Please consult your legal advisor or tax advisor regarding your specific situation.
Contributions to a traditional IRA may be tax deductible in the contribution year, with current income tax due at withdrawal. Withdrawals prior to age 59 ½ may result in a 10% IRS penalty tax in addition to current income tax.
A Roth IRA offers tax deferral on any earnings in the account. Qualified withdrawals of earnings from the account are tax-free. Withdrawals of earnings prior to age 59 ½ or prior to the account being opened for 5 years, whichever is later, may result in a 10% IRS penalty tax. Limitations and restrictions may apply.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-bob-chitrathorn-co-founder-of-simplified-wealth-management-2]]>https://api.spreaker.com/episode/51397094Tue, 27 Sep 2022 15:56:10 +0000Mike Saunders, MBASuthipong Robert Chitrathorn (or Bob for short) came from humble beginnings. Born to parents Puttachart and Sakul Chitrathorn, Bob was raised in a mobile home park in Colton, CA. His parents migrated to Michigan from Bangkok, Thailand in 1974, before...
To the Chitrathorns, life in America was a gift and they were proud owners of property in America. They worked hard to put food on the table and to put Bob and his younger sister, Crystal, through school. Bob ate sandwiches with nothing but cheese on them, but he was blessed nonetheless. He learned that perspective made all the difference in life.

In his mother’s words, “education is money in the bank.” She teaches nurses still to this day, but she and Sakul, a factory worker, sacrificed to make a better life for Bob and Crystal. They paid for both kids to go through private high school and then helped pay for college.

Their dedication and sacrifice didn’t go to waste. Bob received a full ride scholarship for his first year at La Sierra University, before transferring to Cal State San Bernardino. He received his B.S. in Finance, as well as a B.S. in Real Estate, while minoring in business administration. Despite the rigorous course load, Bob graduated magna cum laude and was named part of the Golden Key Honor Society.

In 2004, Bob became a financial advisor, which was an opportunity to make a good living, while helping others make the best decisions for their own financial lives. He had a short stint at H&R Block and also considered real estate, but he found his passion in personal finance. While Bob was attending CSUSB, his parents were working with an agent at New York Life. Bob always sat in on their meetings. He found that by listening to his parents’ goals and conveying the pros and cons of their decisions, that they would listen to him more often than their own advisor.

When Bob became an advisor, it was a no brainer that Puttachart and Sakul would work with their son, who always listened to their needs. With over 12 years of industry experience, he now has hundreds of clients beyond his parents to guide and influence. Bob recently joined newly established Simplified Wealth Management to help grow a new brand and to help shape the next generation of financial advisors.

In 2016, Bob contributed a chapter to best selling author and esteemed motivational speaker, Brian Tracy’s book. The book, “Success Manifesto: The World’s Leading Entrepreneurs & Professionals Reveal Their Secrets to Mastering Health, Wealth & Lifestyle,” was an opportunity for Bob to share his love for planning and for his clients.

He holds the Series 6, Series 7, Series 63 registrations with LPL Financial, and Series 65 registration with Strategic Wealth Advisors Group, LLC, and life, health and long-term care insurance licenses. Bob has been married to the love of his life, Brittany, for five years. They live in their Riverside, CA home with their rescue dog, Mazy, a pool, putting green, and a Pittsburgh Steelers themed bar that’s perfect for Sunday Night Football.

If you’re looking for Bob at 6:30 or 7 pm on a weeknight, more often than not, he’s prepping for a case or making phone calls still. His parents’ work habits weren’t lost on him and he’s usually the one at the end of the night setting the alarm and turning off the lights.

Complimentary Power of Attorney, Help with business valuation, Complimentary Second Opinion, investment review/analytics: http://www.planwithbob.com/


Simplified Wealth Management, and LPL Financial do not provide legal advice or tax...]]>2069influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-sean-pahut-financial-consultant-with-montana-wealth-management-discussing-the-montana-money-mindset--51397031
I earned my degree in finance from Carroll College in Helena, Montana and I hold the series 7, 63 and 66 registrations through LPL Financial as well as a Montana insurance license. Giving back to the community is important to me. I have been a LT. Governor with Kiwanis, previously served on the board of Marias Medical Center and have volunteered as a wrestling and baseball coach. My wife and I have two children and live in Great Falls where we are active in our children’s school and sport activities.

Learn More: https://montanawm.com/


Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.
The opinions voiced in this recording are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.
All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-sean-pahut-financial-consultant-with-montana-wealth-management-discussing-the-montana-money-mindset]]>https://api.spreaker.com/episode/51397031Tue, 27 Sep 2022 15:48:16 +0000Mike Saunders, MBAFor over 23 years I have helped my clients address their financial concerns and develop sound strategies by focusing on each individual’s specific needs. My practice is founded upon making a commitment to my clients to follow a refined process because...
I earned my degree in finance from Carroll College in Helena, Montana and I hold the series 7, 63 and 66 registrations through LPL Financial as well as a Montana insurance license. Giving back to the community is important to me. I have been a LT. Governor with Kiwanis, previously served on the board of Marias Medical Center and have volunteered as a wrestling and baseball coach. My wife and I have two children and live in Great Falls where we are active in our children’s school and sport activities.

Learn More: https://montanawm.com/


Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.
The opinions voiced in this recording are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.
All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-sean-pahut-financial-consultant-with-montana-wealth-management-discussing-the-montana-money-mindset]]>1286influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-nick-bliss-partner-financial-advisor-with-clear-strategy--51396970
Learn More: https://myclearstrategy.com/



Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.
The views expressed are not necessarily the opinion of this podcast interview, and should not be construed directly or indirectly, as an offer to buy or sell any securities or services mentioned herein. Investing is subject to risks including loss of principal invested. Past performance is not a guarantee of future results. No strategy can assure a profit nor protect against loss. Please note that individual situations can vary. Therefore, the information should only be relied upon when coordinated with individual professional advice.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-nick-bliss-partner-financial-advisor-with-clear-strategy]]>https://api.spreaker.com/episode/51396970Tue, 27 Sep 2022 15:42:36 +0000Mike Saunders, MBAI am passionate about bringing financial planning the next level as the industry demand grows stronger. I studied accounting at Saginaw Valley State University and I retain my Series 7,66, Life, Accident,Health Insurance and Variable Annuity licenses....
Learn More: https://myclearstrategy.com/



Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.
The views expressed are not necessarily the opinion of this podcast interview, and should not be construed directly or indirectly, as an offer to buy or sell any securities or services mentioned herein. Investing is subject to risks including loss of principal invested. Past performance is not a guarantee of future results. No strategy can assure a profit nor protect against loss. Please note that individual situations can vary. Therefore, the information should only be relied upon when coordinated with individual professional advice.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-nick-bliss-partner-financial-advisor-with-clear-strategy]]>1204influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-jessica-fialkovich-a-business-exit-expert-author-speaker-and-founder-and-presidcent-of-exit-factor--51396931
Learn more: https://exitfactor.com
Buy a copy of her book How to Get the Most for Selling Your Business” https://www.exitfactor.com/book/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-jessica-fialkovich-a-business-exit-expert-author-speaker-and-founder-and-presidcent-of-exit-factor]]>https://api.spreaker.com/episode/51396931Tue, 27 Sep 2022 15:36:53 +0000Mike Saunders, MBAJessica Fialkovich is a Business Exit Expert, Author, Speaker, and Small Business Advocate. When she sold her first business a decade ago, she had no idea where to start. Fortunately, she was able to exit successfully and then buy her next business —...
Learn more: https://exitfactor.com
Buy a copy of her book How to Get the Most for Selling Your Business” https://www.exitfactor.com/book/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-jessica-fialkovich-a-business-exit-expert-author-speaker-and-founder-and-presidcent-of-exit-factor]]>1059influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-keith-gregg-founder-and-chief-executive-officer-of-chalice-network--51385099
Keith is the author of Do Well by Doing Good: The Complete Guide to Charitable Remainder Trusts and is a certified planned giving specialist. He holds FINRA Series 7, 24, 63, 65 registrations and is a graduate of the Securities Industry Institute at University of Pennsylvania’s Wharton Business School. Keith was the founder and Chairman of the Wealth Advisor Institute, past President of the Institute of Investment Management Consultants Association Chapters, and Chairman of the Membership Committee for the Investment Management Consulting Association. Keith spends time in both San Diego, CA and Indialantic, FL with his wife, Catherine, and their two sons.

He served honorably in the US Marine Corps and is a recipient of the Presidential Service Award from President Ronald Reagan for his loyal service aboard Marine One.

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

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-keith-gregg-founder-and-chief-executive-officer-of-chalice-network]]>https://api.spreaker.com/episode/51385099Mon, 26 Sep 2022 13:33:13 +0000Mike Saunders, MBAKeith is a Financial Services and FinTech Executive, currently Founder and Chief Executive Officer of Chalice Network. He has three decades of executive leadership and financial services experience. Prior to founding Chalice Network, he was Founder &...
Keith is the author of Do Well by Doing Good: The Complete Guide to Charitable Remainder Trusts and is a certified planned giving specialist. He holds FINRA Series 7, 24, 63, 65 registrations and is a graduate of the Securities Industry Institute at University of Pennsylvania’s Wharton Business School. Keith was the founder and Chairman of the Wealth Advisor Institute, past President of the Institute of Investment Management Consultants Association Chapters, and Chairman of the Membership Committee for the Investment Management Consulting Association. Keith spends time in both San Diego, CA and Indialantic, FL with his wife, Catherine, and their two sons.

He served honorably in the US Marine Corps and is a recipient of the Presidential Service Award from President Ronald Reagan for his loyal service aboard Marine One.

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

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-keith-gregg-founder-and-chief-executive-officer-of-chalice-network]]>1475influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-ryan-larson-founder-of-firstline-financial--51348281
In his debut book, Ryan shares his struggles in school, feeling like an outsider at home, and the unexpected twists and turns during the lowest points in his life that inspired him to build his successful financial advisory firm, FirstLine Financial, LLC.

Learn more: https://firstlinefin.com/about/





Opinions expressed herein are solely those of FirstLine Financial, LLC and our editorial staff. The information contained in this material has been derived from sources believed to be reliable, but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered through FirstLine Financial LLC, a Registered Investment Advisor in the State of Arizona. Insurance products and services are offered through FirstLine Wealth Management LLC, an affiliated company.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-ryan-larson-founder-of-firstline-financial]]>https://api.spreaker.com/episode/51348281Thu, 22 Sep 2022 18:23:15 +0000Mike Saunders, MBAGood at sports, but bad at school, Ryan Larson, the son of a working-class Arizona couple grew up concerned that he’d never succeed in life. When high school sports didn’t earn him a college scholarship, his prospects looked dim. While working a...
In his debut book, Ryan shares his struggles in school, feeling like an outsider at home, and the unexpected twists and turns during the lowest points in his life that inspired him to build his successful financial advisory firm, FirstLine Financial, LLC.

Learn more: https://firstlinefin.com/about/





Opinions expressed herein are solely those of FirstLine Financial, LLC and our editorial staff. The information contained in this material has been derived from sources believed to be reliable, but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered through FirstLine Financial LLC, a Registered Investment Advisor in the State of Arizona. Insurance products and services are offered through FirstLine Wealth Management LLC, an affiliated company.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-ryan-larson-founder-of-firstline-financial]]>1235influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-louie-slagle-senior-vice-president-of-life-insurance-distribution-with-partners-advantage--51337607
Learn more: https://partnersadvantage.com/



Partners Advantage - A Gallagher Company; 9130 Anaheim Pl., Suite 120 Rancho Cucamonga, CA 91730. For Financial Professional Use Only. Not for use in solicitation or advertising to the public. This content is for informational and educational purposes only and is not designed, or intended, to be applicable to any financial professional or client's individual circumstances. This marketing piece in no way supersedes the requirements of a financial professional’s license requirements or the policies and procedures of your broker dealer, insurance companies or registered investment advisory firm.

©Copyright 2022 Partners Advantage - A Gallagher Company


Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-louie-slagle-senior-vice-president-of-life-insurance-distribution-with-partners-advantage]]>https://api.spreaker.com/episode/51337607Wed, 21 Sep 2022 20:24:41 +0000Mike Saunders, MBALouie has been in the business for 20 years having held multiple roles in the life insurance industry with specialties in Advanced Insurance Planning, product development, distribution and sales consultation, negotiation, risk management and executive...
Learn more: https://partnersadvantage.com/



Partners Advantage - A Gallagher Company; 9130 Anaheim Pl., Suite 120 Rancho Cucamonga, CA 91730. For Financial Professional Use Only. Not for use in solicitation or advertising to the public. This content is for informational and educational purposes only and is not designed, or intended, to be applicable to any financial professional or client's individual circumstances. This marketing piece in no way supersedes the requirements of a financial professional’s license requirements or the policies and procedures of your broker dealer, insurance companies or registered investment advisory firm.

©Copyright 2022 Partners Advantage - A Gallagher Company


Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-louie-slagle-senior-vice-president-of-life-insurance-distribution-with-partners-advantage]]>1264influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-dale-darcas-founder-executive-director-of-the-serving-our-kids-foundation--51337512
In conjunction with his executive roles, Dale has led successful fundraising and volunteer efforts. Since starting Serving Our Kids, with 20 meal bags, he has led the mission to achieve more than 4,500 weekly and produced more than 750,000 meal bags.

We want to inspire you to find a cause, and jump into action to make a solution. A vision, plan, hard work and perseverance can help make this world a better place for everyone!

Learn More: https://www.servingourkids.org/interview-with-dale-darcas-founder-executive-director-of-the-serving-our-kids-foundation



Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/]]>https://api.spreaker.com/episode/51337512Wed, 21 Sep 2022 20:16:31 +0000Mike Saunders, MBADale is a former purchasing agent and convenience store manager. Has been in personal management since 1977 and promoted several employees to management positions. His are of expertise, over his career has included national awards for recruitment,...
In conjunction with his executive roles, Dale has led successful fundraising and volunteer efforts. Since starting Serving Our Kids, with 20 meal bags, he has led the mission to achieve more than 4,500 weekly and produced more than 750,000 meal bags.

We want to inspire you to find a cause, and jump into action to make a solution. A vision, plan, hard work and perseverance can help make this world a better place for everyone!

Learn More: https://www.servingourkids.org/interview-with-dale-darcas-founder-executive-director-of-the-serving-our-kids-foundation



Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/]]>1754influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-jeff-stukey-with-wealthspan-advisors-discussing-mitigating-risks-in-retirement--51301286
After watching his parents work hard, but struggle financially for most of his childhood and early adult life, Jeff set out to help clients become more educated and get better advice to help them grow and protect their wealth so they could live their best lives.

Because of the experience gained over the last 20+ years, Jeff has been able to communicate well with clients, understand what they are trying to accomplish, and help put them in a position to really thrive in and throughout retirement.

Get a copy of our book, “Pursuing Wealthspan: How Science is Revolutionizing Wealth Management” visit: https://www.wealthspanadvisors.com/


Investment Advisory Services are offered through Wealthspan Investment Management, LLC, a state-registered investment adviser. The commentary is for informational purposes only and should not be deemed as a solicitation to invest, or increase investments in any Wealthspan Investment Management, LLC products, or affiliated products. The information contained herein is not intended to provide any investment advice or provide the basis for any investment decisions. Please consult a qualified professional before making decisions about your financial situation. Information and commentary provided by Wealthspan Investment Management, LLC are opinions and should not be construed as facts. There can be no guarantee that any of the described objectives can be achieved. Past performance is not a guarantee of future results.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-jeff-stukey-with-wealthspan-advisors-discussing-mitigating-risks-in-retirement]]>https://api.spreaker.com/episode/51301286Sun, 18 Sep 2022 20:40:08 +0000Mike Saunders, MBAJeff has been in the financial services business for over 20 years. Most of his time has been spent in executive-level roles helping train hundreds of financial advisors around the country on how to better plan for and serve their clients. He deeply...
After watching his parents work hard, but struggle financially for most of his childhood and early adult life, Jeff set out to help clients become more educated and get better advice to help them grow and protect their wealth so they could live their best lives.

Because of the experience gained over the last 20+ years, Jeff has been able to communicate well with clients, understand what they are trying to accomplish, and help put them in a position to really thrive in and throughout retirement.

Get a copy of our book, “Pursuing Wealthspan: How Science is Revolutionizing Wealth Management” visit: https://www.wealthspanadvisors.com/


Investment Advisory Services are offered through Wealthspan Investment Management, LLC, a state-registered investment adviser. The commentary is for informational purposes only and should not be deemed as a solicitation to invest, or increase investments in any Wealthspan Investment Management, LLC products, or affiliated products. The information contained herein is not intended to provide any investment advice or provide the basis for any investment decisions. Please consult a qualified professional before making decisions about your financial situation. Information and commentary provided by Wealthspan Investment Management, LLC are opinions and should not be construed as facts. There can be no guarantee that any of the described objectives can be achieved. Past performance is not a guarantee of future results.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-jeff-stukey-with-wealthspan-advisors-discussing-mitigating-risks-in-retirement]]>1201influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-mark-drager-founder-of-phanta-media--51283278
As a brand strategist, Mark also understands the need to be courageous and has developed a killer process that can help you make your next courageous move.

Learn more: https://www.phanta.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-mark-drager-founder-of-phanta-media]]>https://api.spreaker.com/episode/51283278Fri, 16 Sep 2022 16:48:42 +0000Mike Saunders, MBAMark founded his creative production company in 2006, grew it to a little over $2mm in annual revenue, and then slowly watched as it all crumbled around him. Through the hard lessons learned and working to not make the same mistakes twice, today...
As a brand strategist, Mark also understands the need to be courageous and has developed a killer process that can help you make your next courageous move.

Learn more: https://www.phanta.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-mark-drager-founder-of-phanta-media]]>1553influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-adolfo-andres-rodriguez-with-a-r-financial-group-discussing-how-social-security-claiming-impacts-retirement--51272223
Adolfo Rodriguez is a college graduate from the University of Houston Clear Lake and holds the following designations: Registered Financial Consultant (RFC), National Social Security Advisor (NSSA). He is a National Financial Planning Association member and the National Association of Insurance and Financial Advisors. Adolfo Rodriguez created the “GRIP” a proprietary system that produces guaranteed income in retirement, and author of “My Retirement Rescue” book. Adolfo is currently the President of the non-profit organization Casa Cuba of Houston. Adolfo is a member of the board of the San Jacinto College Advisory Committee. Adolfo is a speaker for SOFA, a non-profit organization Society of Financial Awareness. He’s also Co-founder of Bio Energetic, with two pain management clinics in Las Vegas, Nevada, San Antonio, and opening one in Houston in 2022. Adolfo Rodriguez has been featured on many networks as a Social Security and retirement expert.

Adolfo Rodriguez was born in Havana, Cuba in 1966, and his parents were able to leave the communist island for a better life in 1968. Adolfo’s family was transplanted to Texas, where they lived all their life. Adolfo grew up in Pasadena from the age of 12 and has been here ever since. Adolfo learned from his father the value of hard work, honesty, and integrity. His father opened and operated his own business, and Adolfo inherited the business after his father’s death in 2016. Adolfo operates the accounting part of his father’s business as other family members run the business’s daily operations.

Adolfo Rodriguez married his wife Denise Rodriguez in 1992 and have two children, a son Andres and a daughter Alexa. Alexa graduated from the University of Houston and will be teaching and coaching in her old high school Andres, after playing basketball in college at Kansas on an Athletic Scholarship, has joined the firm as a junior advisor. Adolfo is a Shriner and enjoys volunteering at the hospitals located in Galveston. Adolfo is proud to be a Shriner and the work they do in the community. Adolfo enjoys spending time with his children and wife; they enjoy traveling and doing multiple outdoor activities in the great state of Texas. Adolfo and his wife Denise have their family roots in Texas, and Texas is the place they call home.

Andres Rodriguez is completing his Bachelor of Business degree at the University of Houston Clear Lake. In 2021, Andrés became a Junior Partner with over 5 years of experience in the industry. His goal is to create a personalized plan for every client based on their current financial situation and future retirement goals. In addition to his licenses in Life and Health Insurance, Rodriguez continues to study so that he may obtain other licenses to serve his clients better.

Since he was a small child, Andres Rodriguez has lived in the Pasadena area. Growing up Andres learned about the financial industry from watching his father (current managing partner) run and grow AR Financial Group into what it is today. During this time, he learned the importance of hard work, which eventually led him to play collegiate basketball. The focus of his hard work has now shifted to helping his clients on a daily basis. Learning the process to make sure that clients can reach their financial goals consistently. Andres loves Texas and has no desire to move out this great state.

Andres loves dogs and enjoys spending time with his two grown German Shepherds “Lady and Ryan.” Andres enjoys exchanging stories with other dog owners he is always amazed how different dogs can be depending on the breed. He would love to be a breeder as a hobby later on in life.

Learn More: http://adolforetirement.com/



Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-adolfo-andres-rodriguez-with-a-r-financial-group-discussing-how-social-security-claiming-impacts-retirement]]>https://api.spreaker.com/episode/51272223Thu, 15 Sep 2022 17:14:06 +0000Mike Saunders, MBAAdolfo Rodriguez became managing partner of the A/R Financial Group in 2005. With over 20 years of experience in the insurance and financial service industry, Adolfo Rodriguez has always focused on the unique needs and goals of the pre-retiree &...
Adolfo Rodriguez is a college graduate from the University of Houston Clear Lake and holds the following designations: Registered Financial Consultant (RFC), National Social Security Advisor (NSSA). He is a National Financial Planning Association member and the National Association of Insurance and Financial Advisors. Adolfo Rodriguez created the “GRIP” a proprietary system that produces guaranteed income in retirement, and author of “My Retirement Rescue” book. Adolfo is currently the President of the non-profit organization Casa Cuba of Houston. Adolfo is a member of the board of the San Jacinto College Advisory Committee. Adolfo is a speaker for SOFA, a non-profit organization Society of Financial Awareness. He’s also Co-founder of Bio Energetic, with two pain management clinics in Las Vegas, Nevada, San Antonio, and opening one in Houston in 2022. Adolfo Rodriguez has been featured on many networks as a Social Security and retirement expert.

Adolfo Rodriguez was born in Havana, Cuba in 1966, and his parents were able to leave the communist island for a better life in 1968. Adolfo’s family was transplanted to Texas, where they lived all their life. Adolfo grew up in Pasadena from the age of 12 and has been here ever since. Adolfo learned from his father the value of hard work, honesty, and integrity. His father opened and operated his own business, and Adolfo inherited the business after his father’s death in 2016. Adolfo operates the accounting part of his father’s business as other family members run the business’s daily operations.

Adolfo Rodriguez married his wife Denise Rodriguez in 1992 and have two children, a son Andres and a daughter Alexa. Alexa graduated from the University of Houston and will be teaching and coaching in her old high school Andres, after playing basketball in college at Kansas on an Athletic Scholarship, has joined the firm as a junior advisor. Adolfo is a Shriner and enjoys volunteering at the hospitals located in Galveston. Adolfo is proud to be a Shriner and the work they do in the community. Adolfo enjoys spending time with his children and wife; they enjoy traveling and doing multiple outdoor activities in the great state of Texas. Adolfo and his wife Denise have their family roots in Texas, and Texas is the place they call home.

Andres Rodriguez is completing his Bachelor of Business degree at the University of Houston Clear Lake. In 2021, Andrés became a Junior Partner with over 5 years of experience in the industry. His goal is to create a personalized plan for every client based on their current financial situation and future retirement goals. In addition to his licenses in Life and Health Insurance, Rodriguez continues to study so that he may obtain other licenses to serve his clients better.

Since he was a small child, Andres Rodriguez has lived in the Pasadena area. Growing up Andres learned about the financial industry from watching his father (current managing partner) run and grow AR Financial Group into what it is today. During this time, he learned the importance of hard work, which eventually led him to play collegiate basketball. The focus of his hard work has now shifted to helping his clients on a daily basis. Learning the process to make sure that clients can reach their financial goals consistently. Andres loves Texas and has no desire to move out this great state.

Andres loves dogs and enjoys spending time with his two grown German Shepherds “Lady and Ryan.” Andres enjoys exchanging stories...]]>1308influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-merrit-strunk-founder-of-momentum-financial-insurance-services-discussing-challenges-in-planning-a-successful-retirement--51272097• Certified Financial Fiduciary (CFF)
• Former President San Diego Chapter – Society for Financial Awareness – SOFA (a non-profit 501(c)(3) organization)
• President/Founder of California College Planning
• Senior Instructor – Adult Financial Education Foundation (AFES), a 501(c)(3) non-profit organization
• Author – Your Retirement (UN)Broken

Merrit is the creator of the Momentum LifeYield Process™. This process was created and refined primarily for individuals and small business owners aspiring to have a work optional lifestyle in retirement. This unique process ideally results in substantial wealth growth, paying fewer taxes, providing down market protection and more income over a lifetime.

Merrit has been a business leader all his life. In his 30s & 40s, he successfully led marketing for fortune 500 brands, he has also traveled around the world speaking on Business, Financial and Personal Achievement. Later in his career, he was a repeat C-Suite executive for multibillion dollar financial and insurance organizations and successfully built top-performing teams around the United States.

Merrit has been a frequent featured speaker at industry events, radio, and video. He has always been passionate about financial education. This is precisely why he volunteers his time to non-profit organizations working toward ending Financial Illiteracy in America.
He has been married for 30 years and has two children. He is a former Texas Intercollegiate black belt champion, medalist in relay triathlons, avid road cyclist, holds two US patents and is Author of Your Retirement (Un)Broken. He has been a past board member of the Midwest Multiple Sclerosis Chapter and supports the Children’s Tumor Foundation.

Momentum LifeYield Process™ and our Team Based Approach incorporates what matters most to our client’s lives and controls what is needed to address the primary factors that impact a successful financial future. Through our process we seek to provide our clients with Clarity, Comfort and Confidence in knowing their plan is solid.
Our services are based on Seven Core Pillars that benefit our clients.
Wealth Management Risk Management Tax Planning Estate Planning
Cash Management Philanthropy Value Added Services

Learn More: https://momentumfsgroup.com/

Advisory services are offered through Momentum Financial and Insurance Services LLC, an Investment Advisor. Insurance products and services are offered through Merrit Strunk, Independent Agent (CA Lic. #0L7510). Certified Financial Fiduciary (CFF) is a FINRA-recognized professional certification. Guarantees are based on the claims paying ability of the insurance company

https://www.cnbc.com/2022/06/30/the-markets-worst-first-half-in-50-years-has-all-come-down-to-one-thing.html

https://www.cnbc.com/2022/06/30/the-markets-worst-first-half-in-50-years-has-all-come-down-to-one-thing.html

https://www.wsj.com/articles/its-the-worst-bond-market-since-1842-thats-the-good-news-11651849380

https://acl.gov/ltc/basic-needs/how-much-care-will-you-need

https://www.kiplinger.com/personal-finance/insurance/health-insurance/602819/you-can-keep-some-assets-while-qualifying-for-medicaid

https://www.alzint.org/about/dementia-facts-figures/dementia-statistics/#:~:text=Numbers%20of%20people%20with%20dementia,will%20be%20in%20developing%20countries

https://www.kiplinger.com/retirement/annuities/601986/retirees-with-a-guaranteed-income-are-happier-live-longer

https://www.kiplinger.com/retirement/annuities/601986/retirees-with-a-guaranteed-income-are-happier-live-longer

https://www.SSA.gov

https://www.thoughtco.com/living-past-90-in-america-3321510

https://www.forbes.com/sites/johnnosta/2013/02/03/the-first-person-to-live-to-150-has-already-been-born-revisited/?sh=6ea7f79759b9

https://www.statista.com/statistics/266657/us-life-expectancy-for-men-aat-the-age-of-65-years-since-1960/



Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-merrit-strunk-founder-of-momentum-financial-insurance-services-discussing-challenges-in-planning-a-successful-retirement]]>https://api.spreaker.com/episode/51272097Thu, 15 Sep 2022 17:00:19 +0000Mike Saunders, MBA• Registered Investment Advisory • Certified Financial Fiduciary (CFF) • Former President San Diego Chapter – Society for Financial Awareness – SOFA (a non-profit 501(c)(3) organization) • President/Founder of California College Planning • Senior...• Certified Financial Fiduciary (CFF)
• Former President San Diego Chapter – Society for Financial Awareness – SOFA (a non-profit 501(c)(3) organization)
• President/Founder of California College Planning
• Senior Instructor – Adult Financial Education Foundation (AFES), a 501(c)(3) non-profit organization
• Author – Your Retirement (UN)Broken

Merrit is the creator of the Momentum LifeYield Process™. This process was created and refined primarily for individuals and small business owners aspiring to have a work optional lifestyle in retirement. This unique process ideally results in substantial wealth growth, paying fewer taxes, providing down market protection and more income over a lifetime.

Merrit has been a business leader all his life. In his 30s & 40s, he successfully led marketing for fortune 500 brands, he has also traveled around the world speaking on Business, Financial and Personal Achievement. Later in his career, he was a repeat C-Suite executive for multibillion dollar financial and insurance organizations and successfully built top-performing teams around the United States.

Merrit has been a frequent featured speaker at industry events, radio, and video. He has always been passionate about financial education. This is precisely why he volunteers his time to non-profit organizations working toward ending Financial Illiteracy in America.
He has been married for 30 years and has two children. He is a former Texas Intercollegiate black belt champion, medalist in relay triathlons, avid road cyclist, holds two US patents and is Author of Your Retirement (Un)Broken. He has been a past board member of the Midwest Multiple Sclerosis Chapter and supports the Children’s Tumor Foundation.

Momentum LifeYield Process™ and our Team Based Approach incorporates what matters most to our client’s lives and controls what is needed to address the primary factors that impact a successful financial future. Through our process we seek to provide our clients with Clarity, Comfort and Confidence in knowing their plan is solid.
Our services are based on Seven Core Pillars that benefit our clients.
Wealth Management Risk Management Tax Planning Estate Planning
Cash Management Philanthropy Value Added Services

Learn More: https://momentumfsgroup.com/

Advisory services are offered through Momentum Financial and Insurance Services LLC, an Investment Advisor. Insurance products and services are offered through Merrit Strunk, Independent Agent (CA Lic. #0L7510). Certified Financial Fiduciary (CFF) is a FINRA-recognized professional certification. Guarantees are based on the claims paying ability of the insurance company

https://www.cnbc.com/2022/06/30/the-markets-worst-first-half-in-50-years-has-all-come-down-to-one-thing.html

https://www.cnbc.com/2022/06/30/the-markets-worst-first-half-in-50-years-has-all-come-down-to-one-thing.html

https://www.wsj.com/articles/its-the-worst-bond-market-since-1842-thats-the-good-news-11651849380

https://acl.gov/ltc/basic-needs/how-much-care-will-you-need

1635influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-billy-wease-health-and-wellness-expert-founder-and-ceo-of-optiyou-rx--51243243
Since graduating from the pharmacy program at UNC-Chapel Hill in 1990, Billy has opened three independent Prescriptions Plus Compounding Pharmacy locations in the Carolinas. He has received specialized training from the Professional Compounding Centers of America and earned an Advanced Fellowship in Metabolic and Nutritional Medicine from the Metabolic Medical Institute. He is a co-owner and a coach at Core Fitness Kings Mountain. He is an adjunct professor at a private university in North Carolina, where he teaches an elective in the pharmacy school.

Billy is the founder and CEO of OptiYou RX, a health company based around an incredibly successful, life-changing wellness program designed to help participants transition to an optimally healthy lifestyle.

To expand the reach and efficacy of OptiYou RX, Billy created four proprietary supplements that he believes are foundational for optimal health. These supplements are manufactured with pure ingredients and meet the most stringent quality standards in the world.

You must become the Chief Executive Officer (CEO) of your own health. Completing my OptiYou RX Wellness Summit and/or scheduling a 1 on 1 consult with me will make it fast and easy. You will learn how to easily implement the 5 Pillars of the OptiYou Rx Program so you can look, feel, and think better than you imagined possible.

Learn More: https://billyw360.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-billy-wease-health-and-wellness-expert-founder-and-ceo-of-optiyou-rx]]>https://api.spreaker.com/episode/51243243Tue, 13 Sep 2022 14:42:28 +0000Mike Saunders, MBABilly Wease is a pharmacist with over 30 years of clinical experience specializing in wellness and is the author of the #1 best selling book The 21st Century Pharmacist. His mission is to minimize the side effects prevalent in prescription and...
Since graduating from the pharmacy program at UNC-Chapel Hill in 1990, Billy has opened three independent Prescriptions Plus Compounding Pharmacy locations in the Carolinas. He has received specialized training from the Professional Compounding Centers of America and earned an Advanced Fellowship in Metabolic and Nutritional Medicine from the Metabolic Medical Institute. He is a co-owner and a coach at Core Fitness Kings Mountain. He is an adjunct professor at a private university in North Carolina, where he teaches an elective in the pharmacy school.

Billy is the founder and CEO of OptiYou RX, a health company based around an incredibly successful, life-changing wellness program designed to help participants transition to an optimally healthy lifestyle.

To expand the reach and efficacy of OptiYou RX, Billy created four proprietary supplements that he believes are foundational for optimal health. These supplements are manufactured with pure ingredients and meet the most stringent quality standards in the world.

You must become the Chief Executive Officer (CEO) of your own health. Completing my OptiYou RX Wellness Summit and/or scheduling a 1 on 1 consult with me will make it fast and easy. You will learn how to easily implement the 5 Pillars of the OptiYou Rx Program so you can look, feel, and think better than you imagined possible.

Learn More: https://billyw360.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-billy-wease-health-and-wellness-expert-founder-and-ceo-of-optiyou-rx]]>2464influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-sean-pahut-financial-consultant-with-montana-wealth-management-discussing-working-with-a-financial-broker-vs-financial-pla--51235951
I earned my degree in finance from Carroll College in Helena, Montana and I hold the series 7, 63 and 66 registrations through LPL Financial as well as a Montana insurance license. Giving back to the community is important to me. I have been a LT. Governor with Kiwanis, previously served on the board of Marias Medical Center and have volunteered as a wrestling and baseball coach. My wife and I have two children and live in Great Falls where we are active in our children’s school and sport activities.

Learn More
https://montanawm.com/





Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.
The opinions voiced in this recording are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.
All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-sean-pahut-financial-consultant-with-montana-wealth-management-discussing-working-with-a-financial-broker-vs-financial-planning-advisor]]>https://api.spreaker.com/episode/51235951Mon, 12 Sep 2022 22:25:18 +0000Mike Saunders, MBAFor over 23 years I have helped my clients address their financial concerns and develop sound strategies by focusing on each individual’s specific needs. My practice is founded upon making a commitment to my clients to follow a refined process because...
I earned my degree in finance from Carroll College in Helena, Montana and I hold the series 7, 63 and 66 registrations through LPL Financial as well as a Montana insurance license. Giving back to the community is important to me. I have been a LT. Governor with Kiwanis, previously served on the board of Marias Medical Center and have volunteered as a wrestling and baseball coach. My wife and I have two children and live in Great Falls where we are active in our children’s school and sport activities.

Learn More
https://montanawm.com/





Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.
The opinions voiced in this recording are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.
All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-sean-pahut-financial-consultant-with-montana-wealth-management-discussing-working-with-a-financial-broker-vs-financial-planning-advisor]]>1514influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-jeff-stukey-kirk-ashburn-co-founders-of-wealthspan-advisors-discussing-financial-planning-for-couples--51188961
After watching his parents work hard, but struggle financially for most of his childhood and early adult life, Jeff set out to help clients become more educated and get better advice to help them grow and protect their wealth so they could live their best lives.

Because of the experience gained over the last 20+ years, Jeff has been able to communicate well with clients, understand what they are trying to accomplish, and help put them in a position to really thrive in and throughout retirement.

Kirk Ashburn is a highly trained professional with more than 15 years of industry experience. He has successfully been involved in helping individuals and families in Illinois and across the country to change the way they save and plan for their future as well as generations to come.

Kirk focuses on providing retirement income planning services with the goal of educating clients as to their options for meeting their current financial needs, achieving their long-term financial goals, avoiding common retirement-planning mistakes and enjoying a lifetime of financial freedom. This approach helps his clients have confidence with their financial affairs, now and throughout their retirement.

The most important thing to Kirk is his wife, Priscilla, and their children.

Get a copy of our book, “Pursuing Wealthspan: How Science is Revolutionizing Wealth Management” visit: https://www.wealthspanadvisors.com/



Investment Advisory Services are offered through Wealthspan Investment Management, LLC, a state-registered investment adviser. The commentary is for informational purposes only and should not be deemed as a solicitation to invest, or increase investments in any Wealthspan Investment Management, LLC products, or affiliated products. The information contained herein is not intended to provide any investment advice or provide the basis for any investment decisions. Please consult a qualified professional before making decisions about your financial situation. Information and commentary provided by Wealthspan Investment Management, LLC are opinions and should not be construed as facts. There can be no guarantee that any of the described objectives can be achieved. Past performance is not a guarantee of future results.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-jeff-stukey-kirk-ashburn-co-founders-of-wealthspan-advisors-discussing-financial-planning-for-couples]]>https://api.spreaker.com/episode/51188961Thu, 08 Sep 2022 17:39:48 +0000Mike Saunders, MBAJeff has been in the financial services business for over 20 years. Most of his time has been spent in executive-level roles helping train hundreds of financial advisors around the country on how to better plan for and serve their clients. He deeply...
After watching his parents work hard, but struggle financially for most of his childhood and early adult life, Jeff set out to help clients become more educated and get better advice to help them grow and protect their wealth so they could live their best lives.

Because of the experience gained over the last 20+ years, Jeff has been able to communicate well with clients, understand what they are trying to accomplish, and help put them in a position to really thrive in and throughout retirement.

Kirk Ashburn is a highly trained professional with more than 15 years of industry experience. He has successfully been involved in helping individuals and families in Illinois and across the country to change the way they save and plan for their future as well as generations to come.

Kirk focuses on providing retirement income planning services with the goal of educating clients as to their options for meeting their current financial needs, achieving their long-term financial goals, avoiding common retirement-planning mistakes and enjoying a lifetime of financial freedom. This approach helps his clients have confidence with their financial affairs, now and throughout their retirement.

The most important thing to Kirk is his wife, Priscilla, and their children.

Get a copy of our book, “Pursuing Wealthspan: How Science is Revolutionizing Wealth Management” visit: https://www.wealthspanadvisors.com/



Investment Advisory Services are offered through Wealthspan Investment Management, LLC, a state-registered investment adviser. The commentary is for informational purposes only and should not be deemed as a solicitation to invest, or increase investments in any Wealthspan Investment Management, LLC products, or affiliated products. The information contained herein is not intended to provide any investment advice or provide the basis for any investment decisions. Please consult a qualified professional before making decisions about your financial situation. Information and commentary provided by Wealthspan Investment Management, LLC are opinions and should not be construed as facts. There can be no guarantee that any of the described objectives can be achieved. Past performance is not a guarantee of future results.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-jeff-stukey-kirk-ashburn-co-founders-of-wealthspan-advisors-discussing-financial-planning-for-couples]]>1638influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-jeremie-kubicek-communicator-serial-entrepreneur-and-co-founder-of-giant-author-of-the-peace-index--51188894
Jeremie is the Co-Founder of GiANT, a company that certifies coaches and consultants that serve companies and their employees.

Jeremie has started over 20 companies while living in Oklahoma City, Moscow, Atlanta and London.

Pick up a copy of the book:
https://www.amazon.com/Peace-Index-Five-Part-Framework-Fulfillment/dp/1119985927/
https://thepeaceindexbook.com/

Learn more:
https://www.jeremiekubicek.com/
https://www.giantworldwide.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-jeremie-kubicek-communicator-serial-entrepreneur-and-co-founder-of-giant-author-of-the-peace-index]]>https://api.spreaker.com/episode/51188894Thu, 08 Sep 2022 17:32:47 +0000Mike Saunders, MBAJeremie Kubicek is a powerful communicator, serial entrepreneur and content builder. He creates content used by some of the largest companies around the globe found in the books he has authored: The 100X Leader, 5 Voices, 5 Gears and the National...
Jeremie is the Co-Founder of GiANT, a company that certifies coaches and consultants that serve companies and their employees.

Jeremie has started over 20 companies while living in Oklahoma City, Moscow, Atlanta and London.

Pick up a copy of the book:
https://www.amazon.com/Peace-Index-Five-Part-Framework-Fulfillment/dp/1119985927/
https://thepeaceindexbook.com/

Learn more:
https://www.jeremiekubicek.com/
https://www.giantworldwide.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-jeremie-kubicek-communicator-serial-entrepreneur-and-co-founder-of-giant-author-of-the-peace-index]]>1425influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-jeff-stukey-jay-olshansky-ph-d-with-of-wealthspan-advisors-discussing-how-aging-science-impacts-retirement--51161446
After watching his parents work hard, but struggle financially for most of his childhood and early adult life, Jeff set out to help clients become more educated and get better advice to help them grow and protect their wealth so they could live their best lives.

Because of the experience gained over the last 20+ years, Jeff has been able to communicate well with clients, understand what they are trying to accomplish, and help put them in a position to really thrive in and throughout retirement.

S. Jay Olshansky received his Ph.D. in Sociology at the University of Chicago in 1984. He is currently a Professor in the School of Public Health at the University of Illinois at Chicago, Research Associate at the Center on Aging at the University of Chicago and at the London School of Hygiene and Tropical Medicine, and Chief Scientist at Lapetus Solutions, Inc.
The focus of his research to date has been on estimates of the upper limits to human longevity, exploring the health and public policy implications associated with individual and population aging, forecasts of the size, survival, and age structure of the population, pursuit of the scientific means to slow aging in people (The Longevity Dividend), and global implications of the re-emergence of infectious and parasitic diseases.
Dr. Olshansky is on the Board of Directors of the American Federation of Aging Research.

Get a copy of our book, “Pursuing Wealthspan: How Science is Revolutionizing Wealth Management” visit: https://www.wealthspanadvisors.com/





Investment Advisory Services are offered through Wealthspan Investment Management, LLC, a state-registered investment adviser. The commentary is for informational purposes only and should not be deemed as a solicitation to invest, or increase investments in any Wealthspan Investment Management, LLC products, or affiliated products. The information contained herein is not intended to provide any investment advice or provide the basis for any investment decisions. Please consult a qualified professional before making decisions about your financial situation. Information and commentary provided by Wealthspan Investment Management, LLC are opinions and should not be construed as facts. There can be no guarantee that any of the described objectives can be achieved. Past performance is not a guarantee of future results.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-jeff-stukey-jay-olshansky-ph-d-with-of-wealthspan-advisors-discussing-how-aging-science-impacts-retirement]]>https://api.spreaker.com/episode/51161446Tue, 06 Sep 2022 14:33:57 +0000Mike Saunders, MBAJeff has been in the financial services business for over 20 years. Most of his time has been spent in executive-level roles helping train hundreds of financial advisors around the country on how to better plan for and serve their clients. He deeply...
After watching his parents work hard, but struggle financially for most of his childhood and early adult life, Jeff set out to help clients become more educated and get better advice to help them grow and protect their wealth so they could live their best lives.

Because of the experience gained over the last 20+ years, Jeff has been able to communicate well with clients, understand what they are trying to accomplish, and help put them in a position to really thrive in and throughout retirement.

S. Jay Olshansky received his Ph.D. in Sociology at the University of Chicago in 1984. He is currently a Professor in the School of Public Health at the University of Illinois at Chicago, Research Associate at the Center on Aging at the University of Chicago and at the London School of Hygiene and Tropical Medicine, and Chief Scientist at Lapetus Solutions, Inc.
The focus of his research to date has been on estimates of the upper limits to human longevity, exploring the health and public policy implications associated with individual and population aging, forecasts of the size, survival, and age structure of the population, pursuit of the scientific means to slow aging in people (The Longevity Dividend), and global implications of the re-emergence of infectious and parasitic diseases.
Dr. Olshansky is on the Board of Directors of the American Federation of Aging Research.

Get a copy of our book, “Pursuing Wealthspan: How Science is Revolutionizing Wealth Management” visit: https://www.wealthspanadvisors.com/





Investment Advisory Services are offered through Wealthspan Investment Management, LLC, a state-registered investment adviser. The commentary is for informational purposes only and should not be deemed as a solicitation to invest, or increase investments in any Wealthspan Investment Management, LLC products, or affiliated products. The information contained herein is not intended to provide any investment advice or provide the basis for any investment decisions. Please consult a qualified professional before making decisions about your financial situation. Information and commentary provided by Wealthspan Investment Management, LLC are opinions and should not be construed as facts. There can be no guarantee that any of the described objectives can be achieved. Past performance is not a guarantee of future results.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-jeff-stukey-jay-olshansky-ph-d-with-of-wealthspan-advisors-discussing-how-aging-science-impacts-retirement]]>1515influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-ryan-federico-agency-owner-with-symmetry-financial-group--51161350
As co-host and founder of the “How to Sell Insurance” podcast, Ryan alongside his partners guide insurance agents to leverage technology / automation strategies and find success in the virtual sales environment.

Ryan is certified in both NLP and NEPQ sales strategies, and is always finding new ways to deliver value to those who come into contact with him.

Learn more: https://www.symmetryjobs.com/



Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-ryan-federico-agency-owner-with-symmetry-financial-group]]>https://api.spreaker.com/episode/51161350Tue, 06 Sep 2022 14:26:51 +0000Mike Saunders, MBAAs an agency owner with Symmetry Financial Group, Ryan has scaled a consumer life insurance agency to $5MM in virtual / online policy sales in under 3 years. As co-host and founder of the “How to Sell Insurance” podcast, Ryan alongside his partners...
As co-host and founder of the “How to Sell Insurance” podcast, Ryan alongside his partners guide insurance agents to leverage technology / automation strategies and find success in the virtual sales environment.

Ryan is certified in both NLP and NEPQ sales strategies, and is always finding new ways to deliver value to those who come into contact with him.

Learn more: https://www.symmetryjobs.com/



Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-ryan-federico-agency-owner-with-symmetry-financial-group]]>1497influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-dennis-bays-president-of-the-americore-group-discussing-tax-incentives-for-business-owners--51119169
The life cycle of a business has a similar pattern so lessons learned in one business can often be used in another. Think of knowledge as one of the most valuable commodities you should acquire.

My goal has always been to help other business owners earn more while paying less in taxes. Because for those who work hard to employee themselves or others their goal is to keep as much as is legally allowed so they and their family can be as safe as possible.

Learn More: https://americoreusa.com/ or give us a call at 747-224-8110

Contact us today for a complimentary analysis of your financial position to see where you can benefit. Remember, the dollars saved today are dollars plus growth you will have in retirement.

Licensed Insurance Specialist | 0D72205



Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-dennis-bays-president-of-the-americore-group-discussing-tax-incentives-for-business-owners]]>https://api.spreaker.com/episode/51119169Fri, 02 Sep 2022 16:45:39 +0000Mike Saunders, MBAI’ve always been interested in business and making money. I got my first job at 13 and my first employee 6 months later. At the age of 16 with the help of my father I bought my first duplex. So I guess business has been a passion for over 40 years....
The life cycle of a business has a similar pattern so lessons learned in one business can often be used in another. Think of knowledge as one of the most valuable commodities you should acquire.

My goal has always been to help other business owners earn more while paying less in taxes. Because for those who work hard to employee themselves or others their goal is to keep as much as is legally allowed so they and their family can be as safe as possible.

Learn More: https://americoreusa.com/ or give us a call at 747-224-8110

Contact us today for a complimentary analysis of your financial position to see where you can benefit. Remember, the dollars saved today are dollars plus growth you will have in retirement.

Licensed Insurance Specialist | 0D72205



Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-dennis-bays-president-of-the-americore-group-discussing-tax-incentives-for-business-owners]]>1048influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-chris-hervochon-founder-of-better-way-cpa-accounting-for-marketing-agencies-and-nonprofit-organizations--51118655
In 2018, Chris was one of only 41 CPAs honored by the American Institute of CPAs (AICPA) as a member of the Leadership Academy’s tenth graduating class. He was selected based on his exceptional leadership skills and professional experience for the four-day Leadership Academy program, which he graduated from in October 2018. In 2019, he was selected as one of CPA Practice Advisor’s 40 Under 40.

When he is not helping clients build and grow their companies and agencies, Chris enjoys spending time with his wife and three young kids, playing golf,
obsessing over efficient workflows, listening to Metallica, and rooting for his beloved Philadelphia Eagles. Every April, you can find him on the 18th hole of Harbour Town Golf Links volunteering as a Marshall at the PGA Tour’s RBC Heritage event.

Learn more: https://www.betterwaycpa.com/


Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-chris-hervochon-founder-of-better-way-cpa-accounting-for-marketing-agencies-and-nonprofit-organizations]]>https://api.spreaker.com/episode/51118655Fri, 02 Sep 2022 16:22:17 +0000Mike Saunders, MBAChris Hervochon, CPA, CVA is the sole proprietor of his own CPA firm, provides outsourced accounting and tax preparation services primarily for marketing and creative agencies. Before founding his firm, Chris spent ten years working in forensic...
In 2018, Chris was one of only 41 CPAs honored by the American Institute of CPAs (AICPA) as a member of the Leadership Academy’s tenth graduating class. He was selected based on his exceptional leadership skills and professional experience for the four-day Leadership Academy program, which he graduated from in October 2018. In 2019, he was selected as one of CPA Practice Advisor’s 40 Under 40.

When he is not helping clients build and grow their companies and agencies, Chris enjoys spending time with his wife and three young kids, playing golf,
obsessing over efficient workflows, listening to Metallica, and rooting for his beloved Philadelphia Eagles. Every April, you can find him on the 18th hole of Harbour Town Golf Links volunteering as a Marshall at the PGA Tour’s RBC Heritage event.

Learn more: https://www.betterwaycpa.com/


Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-chris-hervochon-founder-of-better-way-cpa-accounting-for-marketing-agencies-and-nonprofit-organizations]]>1328influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-christina-lael-tax-attorney-with-freedom-tax-plans-discussing-how-to-successfully-pass-an-irs-tax-audit--51118582
She is positively obsessed with helping clients structure their businesses in a way that legally saves them the maximum in taxes, funds their retirement accounts quicker, and avoids astronomical taxes when/if they sell.

Christina is one of only 60 tax coaches certified by the American Institute of Certified Tax Planners™, the premier organization providing ongoing education in proactive tax-planning strategies.

Christina is a frequent guest on popular podcasts, frequently speaks on changes in tax regulations, has released the book Thinking Outside The Tax Box, and is a popular instructor for several continuing education providers.

Learn more: https://freedomtax.io

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-christina-lael-tax-attorney-with-freedom-tax-plans-discussing-how-to-successfully-pass-an-irs-tax-audit]]>https://api.spreaker.com/episode/51118582Fri, 02 Sep 2022 16:13:00 +0000Mike Saunders, MBAChristina Lael is a Certified Public Accountant, an attorney, a Certified Tax Planner, and a self-proclaimed “tax nerd.” She reads case law like some people binge-watch Netflix and gets excited when she discovers anything new. Apart from spending time...
She is positively obsessed with helping clients structure their businesses in a way that legally saves them the maximum in taxes, funds their retirement accounts quicker, and avoids astronomical taxes when/if they sell.

Christina is one of only 60 tax coaches certified by the American Institute of Certified Tax Planners™, the premier organization providing ongoing education in proactive tax-planning strategies.

Christina is a frequent guest on popular podcasts, frequently speaks on changes in tax regulations, has released the book Thinking Outside The Tax Box, and is a popular instructor for several continuing education providers.

Learn more: https://freedomtax.io

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-christina-lael-tax-attorney-with-freedom-tax-plans-discussing-how-to-successfully-pass-an-irs-tax-audit]]>1429influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-christina-lael-tax-attorney-with-freedom-tax-plans-discussing-how-business-owners-can-decrease-taxes-without-spending-more--51118454
She is positively obsessed with helping clients structure their businesses in a way that legally saves them the maximum in taxes, funds their retirement accounts quicker, and avoids astronomical taxes when/if they sell.

Christina is one of only 60 tax coaches certified by the American Institute of Certified Tax Planners™, the premier organization providing ongoing education in proactive tax-planning strategies.

Christina is a frequent guest on popular podcasts, frequently speaks on changes in tax regulations, has released the book Thinking Outside The Tax Box, and is a popular instructor for several continuing education providers.

Learn more: https://freedomtax.io

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-christina-lael-tax-attorney-with-freedom-tax-plans-discussing-how-business-owners-can-decrease-taxes-without-spending-more-money]]>https://api.spreaker.com/episode/51118454Fri, 02 Sep 2022 15:57:42 +0000Mike Saunders, MBAChristina Lael is a Certified Public Accountant, an attorney, a Certified Tax Planner, and a self-proclaimed “tax nerd.” She reads case law like some people binge-watch Netflix and gets excited when she discovers anything new. Apart from spending time...
She is positively obsessed with helping clients structure their businesses in a way that legally saves them the maximum in taxes, funds their retirement accounts quicker, and avoids astronomical taxes when/if they sell.

Christina is one of only 60 tax coaches certified by the American Institute of Certified Tax Planners™, the premier organization providing ongoing education in proactive tax-planning strategies.

Christina is a frequent guest on popular podcasts, frequently speaks on changes in tax regulations, has released the book Thinking Outside The Tax Box, and is a popular instructor for several continuing education providers.

Learn more: https://freedomtax.io

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-christina-lael-tax-attorney-with-freedom-tax-plans-discussing-how-business-owners-can-decrease-taxes-without-spending-more-money]]>1261influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-bill-fairman-co-founder-of-carolina-capital-management--51109438
Also, a managing member of Carolina Capital Management, the manager of Carolina Capital Reserve Fund I, a Private Pool Mortgage Fund created to raise capital from
accredited investors and deploy it into real estate secured loans. He is responsible for raising capital and managing the day-to-day operations of the fund and management company.

A regular speaker at real estate investor and private lending events around the country,Bill has 30 years of mortgage experience that includes residential and commercial, the vast majority of that time spent in the wholesale space.

He has had a unique opportunity to be involved in literally thousands of mortgage transactions and thus has seen almost every type of scenario play out, both good and bad, giving him a unique depth of experience in the real estate investment space.

One of the most common questions I get is how can I put my money to work like the bank?

The next step for you would be to click the link below to schedule your free 30min “Be the Bank” strategy call.

http://www.carolinahardmoney.com | https://BillFairman.com

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-bill-fairman-co-founder-of-carolina-capital-management]]>https://api.spreaker.com/episode/51109438Thu, 01 Sep 2022 20:11:49 +0000Mike Saunders, MBABill is a private lender that specializes in short-term purchase money loans with a construction component for real estate investors/builders in the Southeast. Also, a managing member of Carolina Capital Management, the manager of Carolina Capital...
Also, a managing member of Carolina Capital Management, the manager of Carolina Capital Reserve Fund I, a Private Pool Mortgage Fund created to raise capital from
accredited investors and deploy it into real estate secured loans. He is responsible for raising capital and managing the day-to-day operations of the fund and management company.

A regular speaker at real estate investor and private lending events around the country,Bill has 30 years of mortgage experience that includes residential and commercial, the vast majority of that time spent in the wholesale space.

He has had a unique opportunity to be involved in literally thousands of mortgage transactions and thus has seen almost every type of scenario play out, both good and bad, giving him a unique depth of experience in the real estate investment space.

One of the most common questions I get is how can I put my money to work like the bank?

The next step for you would be to click the link below to schedule your free 30min “Be the Bank” strategy call.

http://www.carolinahardmoney.com | https://BillFairman.com

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-bill-fairman-co-founder-of-carolina-capital-management]]>2385influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-marta-skik-harich-wealth-profitability-strategist-founder-ceo-of-prestige-business-enterprises--51095844
Connect with me on my 360 site and I will be happy to provide a complimentary review of your current tax strategy.

https://martash360.com

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-marta-skik-harich-wealth-profitability-strategist-founder-ceo-of-prestige-business-enterprises]]>https://api.spreaker.com/episode/51095844Wed, 31 Aug 2022 18:49:39 +0000Mike Saunders, MBAMarta Skik Harich is a business advisor who has been in the accounting and tax industry for over 2 decades. Her vast experience with strategic tax planning has provided her clients with the tools necessary to proactively create wealth and...
Connect with me on my 360 site and I will be happy to provide a complimentary review of your current tax strategy.

https://martash360.com

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-marta-skik-harich-wealth-profitability-strategist-founder-ceo-of-prestige-business-enterprises]]>1776influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-susan-heartlight-author-of-one-power-for-good--51095614
Buy her book: https://www.amazon.com/ONE-POWER-GOOD-Actions-Create-ebook/dp/B08TQXLGJ4/

Think Positive – Love Being Alive!

Whatever your dream may be keep it alive on your journey as you gather all of the components that make up who you are. Faith, Love and Hope are available to guide you and the right and perfect people come into your life to give you support when you stumble.

Get back up, Think Positive and Love Being Alive!

Learn More: https://heartlight360.com/



Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-susan-heartlight-author-of-one-power-for-good]]>https://api.spreaker.com/episode/51095614Wed, 31 Aug 2022 18:42:58 +0000Mike Saunders, MBASusan Heartlight’s dream was to be an author and is now the award winning author of her book, One Power For Good Actions to Create Joy in Your Life! Susan began in the service industry serving food as a waitress at the age of 16; she then became a...
Buy her book: https://www.amazon.com/ONE-POWER-GOOD-Actions-Create-ebook/dp/B08TQXLGJ4/

Think Positive – Love Being Alive!

Whatever your dream may be keep it alive on your journey as you gather all of the components that make up who you are. Faith, Love and Hope are available to guide you and the right and perfect people come into your life to give you support when you stumble.

Get back up, Think Positive and Love Being Alive!

Learn More: https://heartlight360.com/



Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-susan-heartlight-author-of-one-power-for-good]]>1565influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-christina-lael-tax-attorney-with-freedom-tax-plans-discussing-the-correct-way-to-set-up-business-entity-for-maximum-tax-savi--51095517
She is positively obsessed with helping clients structure their businesses in a way that legally saves them the maximum in taxes, funds their retirement accounts quicker, and avoids astronomical taxes when/if they sell.

Christina is one of only 60 tax coaches certified by the American Institute of Certified Tax Planners™, the premier organization providing ongoing education in proactive tax-planning strategies.

Christina is a frequent guest on popular podcasts, frequently speaks on changes in tax regulations, has released the book Thinking Outside The Tax Box, and is a popular instructor for several continuing education providers.

Learn more: https://freedomtax.io

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-christina-lael-tax-attorney-with-freedom-tax-plans-discussing-how-business-owners-can-decrease-taxes-without-spending-more-money]]>https://api.spreaker.com/episode/51095517Wed, 31 Aug 2022 18:35:53 +0000Mike Saunders, MBAChristina Lael is a Certified Public Accountant, an attorney, a Certified Tax Planner, and a self-proclaimed “tax nerd.” She reads case law like some people binge-watch Netflix and gets excited when she discovers anything new. Apart from spending time...
She is positively obsessed with helping clients structure their businesses in a way that legally saves them the maximum in taxes, funds their retirement accounts quicker, and avoids astronomical taxes when/if they sell.

Christina is one of only 60 tax coaches certified by the American Institute of Certified Tax Planners™, the premier organization providing ongoing education in proactive tax-planning strategies.

Christina is a frequent guest on popular podcasts, frequently speaks on changes in tax regulations, has released the book Thinking Outside The Tax Box, and is a popular instructor for several continuing education providers.

Learn more: https://freedomtax.io

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-christina-lael-tax-attorney-with-freedom-tax-plans-discussing-how-business-owners-can-decrease-taxes-without-spending-more-money]]>1248influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-luke-depron-founder-of-the-live-great-lifestyle--51078485
Using his extensive training in Exercise Science Kinesiology combined with strategies learned from a network of elite performers (including Navy Seals, World Champion fighters, NYT Best Selling Authors, and more) has helped transform the lives of everyday men to Olympic-level athletes.

Today he helps high achieving entrepreneurs lose 20-40 pounds in 90 days through the Lean Body Method so their physiques, energy, and confidence match the success they have in business and in life.

Learn more: http://livegreatlifestyle.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-luke-depron-founder-of-the-live-great-lifestyle]]>https://api.spreaker.com/episode/51078485Tue, 30 Aug 2022 13:16:30 +0000Mike Saunders, MBALuke DePron is an online weight loss coach for busy entrepreneurs and businessmen, as well as the host of a high-performance podcast, and the founder of the Live Great Lifestyle. Using his extensive training in Exercise Science Kinesiology combined...
Using his extensive training in Exercise Science Kinesiology combined with strategies learned from a network of elite performers (including Navy Seals, World Champion fighters, NYT Best Selling Authors, and more) has helped transform the lives of everyday men to Olympic-level athletes.

Today he helps high achieving entrepreneurs lose 20-40 pounds in 90 days through the Lean Body Method so their physiques, energy, and confidence match the success they have in business and in life.

Learn more: http://livegreatlifestyle.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-luke-depron-founder-of-the-live-great-lifestyle]]>1316influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-david-carlin-founder-of-residual-payments--51078423
As fast as they are able to scale businesses is about as quick as their love story happened. David and Patricia met at a time when neither of them were looking. Within 2 days of meeting until almost ten years later, their couple machine is stronger than ever. They moved in together after two weeks of meeting, Dave proposed within 2 months, and they married a year later. In business, they both bring a different flavor to their empire that creates nothing short of magic.

For their flagship product, Residual Payments, they took their combined 30 year working knowledge of entrepreneurship business building, and branding and built a one-of-a-kind platform that teaches both established and aspiring business owners from every walk of life how to make residual income from multiple products and services including merchant services.

Realizing how powerful their “two” brains together are, they have turned their lives into a power couple think tank—a work from anywhere incubator whereby they scale and launch their own businesses while helping other entrepreneurs launch theirs.

Patricia and David’s relationship has made them titans of their industry. “For the past 10 years, we have watched businesses succeed and fail as our own businesses continued to grow exponentially. We know what works and what doesn’t. We know how to take an idea or a service and catapult it into an instant success. Either firsthand or through our clients, we have seen what the proper marketing, advertising, placement, and hustle can accomplish. We have built platform after platform for our businesses and have opened to their virtual doors to thousands of people who leverage their services.

Our flagship product under Carlin Global is Residual Payments- that’s what Carlin Global built from the ground up and created a massive training program teaching people about a business they have been around their entire lives – a business that they have used every day to buy products and services – and we teach business owners and entrepreneurs how to earn a very real income from this service. That’s something we built without any prior experience. The Carlin Global platform is essentially an extension of two humans who act like a living and breathing CRM or incubator to help people, partners and businesses scale.

Learn more: https://residualpayments.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-david-carlin-founder-of-residual-payments]]>https://api.spreaker.com/episode/51078423Tue, 30 Aug 2022 13:08:55 +0000Mike Saunders, MBABefore digital payments, David’s life was summed up with one word: business. People start businesses for a variety of reasons, but the most common factor is experience. With firsthand experience on the other side of the digital payments industry,...
As fast as they are able to scale businesses is about as quick as their love story happened. David and Patricia met at a time when neither of them were looking. Within 2 days of meeting until almost ten years later, their couple machine is stronger than ever. They moved in together after two weeks of meeting, Dave proposed within 2 months, and they married a year later. In business, they both bring a different flavor to their empire that creates nothing short of magic.

For their flagship product, Residual Payments, they took their combined 30 year working knowledge of entrepreneurship business building, and branding and built a one-of-a-kind platform that teaches both established and aspiring business owners from every walk of life how to make residual income from multiple products and services including merchant services.

Realizing how powerful their “two” brains together are, they have turned their lives into a power couple think tank—a work from anywhere incubator whereby they scale and launch their own businesses while helping other entrepreneurs launch theirs.

Patricia and David’s relationship has made them titans of their industry. “For the past 10 years, we have watched businesses succeed and fail as our own businesses continued to grow exponentially. We know what works and what doesn’t. We know how to take an idea or a service and catapult it into an instant success. Either firsthand or through our clients, we have seen what the proper marketing, advertising, placement, and hustle can accomplish. We have built platform after platform for our businesses and have opened to their virtual doors to thousands of people who leverage their services.

Our flagship product under Carlin Global is Residual Payments- that’s what Carlin Global built from the ground up and created a massive training program teaching people about a business they have been around their entire lives – a business that they have used every day to buy products and services – and we teach business owners and entrepreneurs how to earn a very real income from this service. That’s something we built without any prior experience. The Carlin Global platform is essentially an extension of two humans who act like a living and breathing CRM or incubator to help people, partners and businesses scale.

Learn more: https://residualpayments.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-david-carlin-founder-of-residual-payments]]>1426influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-todd-smith-cfp-president-ceo-of-level-5-financial-discussing-retirement-planning-within-the-context-of-a-family-office--51038601
Since 2012, Todd has focused on working with Accountants and other tax professionals, helping them offer more proactive and holistic planning to their clients. In doing so he formally launched Level 5 Financial and Level 5 Insurance Services. As a business owner and entrepreneur, himself, Todd enjoys designing creative wealth creation & preservation strategies, advanced tax mitigation, and business optimization within a virtual family office ecosystem to maximize the potential of business owners and families..

Todd is a lifelong learner; he typically aims to read at least 25-30 books and log an average of 40 hours of continuing education annually. Todd has earned some of the most of the coveted industry designations such as Certified Financial Planner®, Charted Financial Consultant®, Certified Tax Master®, and Certification in Long-Term CareTM. Todd currently resides in Colorado Springs with his wife and son. Outside of work, you can find him enjoying the great outdoors, at the ice hockey rink, or planning his next trip

Learn More: http://www.level5financial.com/

LEVEL 5 FINANCIAL, LLC FIRST (“L5F”) is a registered investment adviser offering advisory services in the State(s) of Colorado and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this information on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by L5F in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. All written content on this site is for information purposes only. Opinions expressed herein are solely those of L5F, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.


Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-todd-smith-cfp-president-ceo-of-level-5-financial-discussing-retirement-planning-within-the-context-of-a-family-office]]>https://api.spreaker.com/episode/51038601Fri, 26 Aug 2022 14:22:15 +0000Mike Saunders, MBATodd began his financial services career in the late 1990’s working for Prudential Securities in NY soon after graduating from Hamilton College. Since then, he has developed a diverse and valuable financial background as an investor and advisor,...
Since 2012, Todd has focused on working with Accountants and other tax professionals, helping them offer more proactive and holistic planning to their clients. In doing so he formally launched Level 5 Financial and Level 5 Insurance Services. As a business owner and entrepreneur, himself, Todd enjoys designing creative wealth creation & preservation strategies, advanced tax mitigation, and business optimization within a virtual family office ecosystem to maximize the potential of business owners and families..

Todd is a lifelong learner; he typically aims to read at least 25-30 books and log an average of 40 hours of continuing education annually. Todd has earned some of the most of the coveted industry designations such as Certified Financial Planner®, Charted Financial Consultant®, Certified Tax Master®, and Certification in Long-Term CareTM. Todd currently resides in Colorado Springs with his wife and son. Outside of work, you can find him enjoying the great outdoors, at the ice hockey rink, or planning his next trip

Learn More: http://www.level5financial.com/

LEVEL 5 FINANCIAL, LLC FIRST (“L5F”) is a registered investment adviser offering advisory services in the State(s) of Colorado and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this information on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by L5F in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. All written content on this site is for information purposes only. Opinions expressed herein are solely those of L5F, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.


Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-todd-smith-cfp-president-ceo-of-level-5-financial-discussing-retirement-planning-within-the-context-of-a-family-office]]>1378influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-sean-pahut-financial-consultant-with-montana-wealth-management--51027784
I earned my degree in finance from Carroll College in Helena, Montana and I hold the series 7, 63 and 66 registrations through LPL Financial as well as a Montana insurance license. Giving back to the community is important to me. I have been a LT. Governor with Kiwanis, previously served on the board of Marias Medical Center and have volunteered as a wrestling and baseball coach. My wife and I have two children and live in Great Falls where we are active in our children’s school and sport activities.

Learn More: https://montanawm.com/



Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.
The opinions voiced in this recording are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.
All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-sean-pahut-financial-consultant-with-montana-wealth-management]]>https://api.spreaker.com/episode/51027784Thu, 25 Aug 2022 14:13:52 +0000Mike Saunders, MBAFor over 23 years I have helped my clients address their financial concerns and develop sound strategies by focusing on each individual’s specific needs. My practice is founded upon making a commitment to my clients to follow a refined process because...
I earned my degree in finance from Carroll College in Helena, Montana and I hold the series 7, 63 and 66 registrations through LPL Financial as well as a Montana insurance license. Giving back to the community is important to me. I have been a LT. Governor with Kiwanis, previously served on the board of Marias Medical Center and have volunteered as a wrestling and baseball coach. My wife and I have two children and live in Great Falls where we are active in our children’s school and sport activities.

Learn More: https://montanawm.com/



Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.
The opinions voiced in this recording are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.
All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.
The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-sean-pahut-financial-consultant-with-montana-wealth-management]]>1402influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-todd-smith-cfp-president-ceo-of-level-5-financial-discussing-how-retirement-income-and-tax-planning-are-different--51018739
Since 2012, Todd has focused on working with Accountants and other tax professionals, helping them offer more proactive and holistic planning to their clients. In doing so he formally launched Level 5 Financial and Level 5 Insurance Services. As a business owner and entrepreneur, himself, Todd enjoys designing creative wealth creation & preservation strategies, advanced tax mitigation, and business optimization within a virtual family office ecosystem to maximize the potential of business owners and families..

Todd is a lifelong learner; he typically aims to read at least 25-30 books and log an average of 40 hours of continuing education annually. Todd has earned some of the most of the coveted industry designations such as Certified Financial Planner®, Charted Financial Consultant®, Certified Tax Master®, and Certification in Long-Term CareTM. Todd currently resides in Colorado Springs with his wife and son. Outside of work, you can find him enjoying the great outdoors, at the ice hockey rink, or planning his next trip

Learn More: http://www.level5financial.com/



LEVEL 5 FINANCIAL, LLC FIRST (“L5F”) is a registered investment adviser offering advisory services in the State(s) of Colorado and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this information on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by L5F in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. All written content on this site is for information purposes only. Opinions expressed herein are solely those of L5F, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-todd-smith-cfp-president-ceo-of-level-5-financial-discussing-how-retirement-income-and-tax-planning-are-different]]>https://api.spreaker.com/episode/51018739Wed, 24 Aug 2022 17:32:44 +0000Mike Saunders, MBATodd began his financial services career in the late 1990’s working for Prudential Securities in NY soon after graduating from Hamilton College. Since then, he has developed a diverse and valuable financial background as an investor and advisor,...
Since 2012, Todd has focused on working with Accountants and other tax professionals, helping them offer more proactive and holistic planning to their clients. In doing so he formally launched Level 5 Financial and Level 5 Insurance Services. As a business owner and entrepreneur, himself, Todd enjoys designing creative wealth creation & preservation strategies, advanced tax mitigation, and business optimization within a virtual family office ecosystem to maximize the potential of business owners and families..

Todd is a lifelong learner; he typically aims to read at least 25-30 books and log an average of 40 hours of continuing education annually. Todd has earned some of the most of the coveted industry designations such as Certified Financial Planner®, Charted Financial Consultant®, Certified Tax Master®, and Certification in Long-Term CareTM. Todd currently resides in Colorado Springs with his wife and son. Outside of work, you can find him enjoying the great outdoors, at the ice hockey rink, or planning his next trip

Learn More: http://www.level5financial.com/



LEVEL 5 FINANCIAL, LLC FIRST (“L5F”) is a registered investment adviser offering advisory services in the State(s) of Colorado and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this information on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by L5F in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. All written content on this site is for information purposes only. Opinions expressed herein are solely those of L5F, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-todd-smith-cfp-president-ceo-of-level-5-financial-discussing-how-retirement-income-and-tax-planning-are-different]]>1463influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-jake-zufelt-owner-of-hite-digital-eugene--51018615
By combining resources and experience, Hite Digital Eugene is able to help MORE businesses clarify their message, choose their marketing methods, create their materials, and control their momentum by working together!

Learn more: https://www.hitedigital.com/eugene/



Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-jake-zufelt-owner-of-hite-digital-eugene]]>https://api.spreaker.com/episode/51018615Wed, 24 Aug 2022 17:23:28 +0000Mike Saunders, MBAHite Digital Eugene, OR, is led by collaboration master, Jake Zufelt. After spending 10 years as a pastor and working with non-profit organizations, Jake started a marketing agency to help business owners find freedom inside and outside of their...
By combining resources and experience, Hite Digital Eugene is able to help MORE businesses clarify their message, choose their marketing methods, create their materials, and control their momentum by working together!

Learn more: https://www.hitedigital.com/eugene/



Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-jake-zufelt-owner-of-hite-digital-eugene]]>1662influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-terri-thompson-realtor-with-trinity-team-real-estate-at-keller-williams-preferred--51018466
As a Colorado native, Terri enjoys all Colorado has to offer, along with spending time with her amazing family and her incredibly adorable pup. Traveling has been a huge part of her life; experiencing new cultures and the incredible food from several different countries.

Learn more: https://trinityteamrealestateco.com/terri-thompson/ | https://www.facebook.com/TerriThompsonRE/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-terri-thompson-realtor-with-trinity-team-real-estate-at-keller-williams-preferred]]>https://api.spreaker.com/episode/51018466Wed, 24 Aug 2022 17:03:23 +0000Mike Saunders, MBATerri has been in the real estate business for 9 years. She was brought on as an office manager at the beginning but was soon drawn to the rewarding challenge of providing homebuyers and sellers with professional, responsive, and attentive real estate...
As a Colorado native, Terri enjoys all Colorado has to offer, along with spending time with her amazing family and her incredibly adorable pup. Traveling has been a huge part of her life; experiencing new cultures and the incredible food from several different countries.

Learn more: https://trinityteamrealestateco.com/terri-thompson/ | https://www.facebook.com/TerriThompsonRE/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-terri-thompson-realtor-with-trinity-team-real-estate-at-keller-williams-preferred]]>1221influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-w-curtis-l-jenkins-author-award-winning-project-management-professional-keynote-speaker-forbes-contributor-philanthropist--50999152
Curtis’ approach is based on his trademarked – REALIZATION FRAMEWORK EXPERIENCE® which focuses on Vision, Operations (Financial and Human Capital), Planning & Execution and Accountability (Key Performance Indicators and Advisory Board support). His new book Vision to Reality, Stop Working, Start Living; details this approach and serves as a guide to business leaders who want to grow their companies to 7 and 8 figures.

Curtis’ career spans 20+ years as a Project Management Executive in Mergers & Acquisitions, Global Information Technology Projects, Lean, Six Sigma, and Management Consulting in many industries.

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

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-w-curtis-l-jenkins-author-award-winning-project-management-professional-keynote-speaker-forbes-contributor-philanthropist]]>https://api.spreaker.com/episode/50999152Mon, 22 Aug 2022 18:57:25 +0000Mike Saunders, MBACurtis L. Jenkins, Author, Award winning Project Management Professional, Keynote Speaker, Forbes contributor and Philanthropist, is an innovative business advisor who focuses on servicing small to midsize companies. He specializes in enabling client...
Curtis’ approach is based on his trademarked – REALIZATION FRAMEWORK EXPERIENCE® which focuses on Vision, Operations (Financial and Human Capital), Planning & Execution and Accountability (Key Performance Indicators and Advisory Board support). His new book Vision to Reality, Stop Working, Start Living; details this approach and serves as a guide to business leaders who want to grow their companies to 7 and 8 figures.

Curtis’ career spans 20+ years as a Project Management Executive in Mergers & Acquisitions, Global Information Technology Projects, Lean, Six Sigma, and Management Consulting in many industries.

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

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-w-curtis-l-jenkins-author-award-winning-project-management-professional-keynote-speaker-forbes-contributor-philanthropist]]>1116influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-todd-smith-cfp-president-ceo-of-level-5-financial-discussing-the-retirement-resource-center--50964402
Since 2012, Todd has focused on working with Accountants and other tax professionals, helping them offer more proactive and holistic planning to their clients. In doing so he formally launched Level 5 Financial and Level 5 Insurance Services. As a business owner and entrepreneur, himself, Todd enjoys designing creative wealth creation & preservation strategies, advanced tax mitigation, and business optimization within a virtual family office ecosystem to maximize the potential of business owners and families..

Todd is a lifelong learner; he typically aims to read at least 25-30 books and log an average of 40 hours of continuing education annually. Todd has earned some of the most of the coveted industry designations such as Certified Financial Planner®, Charted Financial Consultant®, Certified Tax Master®, and Certification in Long-Term CareTM. Todd currently resides in Colorado Springs with his wife and son. Outside of work, you can find him enjoying the great outdoors, at the ice hockey rink, or planning his next trip

Learn More: http://www.level5financial.com/





LEVEL 5 FINANCIAL, LLC FIRST (“L5F”) is a registered investment adviser offering advisory services in the State(s) of Colorado and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this information on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by L5F in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of L5F, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-todd-smithcfp-president-ceo-of-level-5-financial-discussing-the-retirement-resource-center]]>https://api.spreaker.com/episode/50964402Fri, 19 Aug 2022 19:27:33 +0000Mike Saunders, MBATodd began his financial services career in the late 1990’s working for Prudential Securities in NY soon after graduating from Hamilton College. Since then, he has developed a diverse and valuable financial background as an investor and advisor,...
Since 2012, Todd has focused on working with Accountants and other tax professionals, helping them offer more proactive and holistic planning to their clients. In doing so he formally launched Level 5 Financial and Level 5 Insurance Services. As a business owner and entrepreneur, himself, Todd enjoys designing creative wealth creation & preservation strategies, advanced tax mitigation, and business optimization within a virtual family office ecosystem to maximize the potential of business owners and families..

Todd is a lifelong learner; he typically aims to read at least 25-30 books and log an average of 40 hours of continuing education annually. Todd has earned some of the most of the coveted industry designations such as Certified Financial Planner®, Charted Financial Consultant®, Certified Tax Master®, and Certification in Long-Term CareTM. Todd currently resides in Colorado Springs with his wife and son. Outside of work, you can find him enjoying the great outdoors, at the ice hockey rink, or planning his next trip

Learn More: http://www.level5financial.com/





LEVEL 5 FINANCIAL, LLC FIRST (“L5F”) is a registered investment adviser offering advisory services in the State(s) of Colorado and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this information on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by L5F in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption.

All written content on this site is for information purposes only. Opinions expressed herein are solely those of L5F, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-todd-smithcfp-president-ceo-of-level-5-financial-discussing-the-retirement-resource-center]]>1121influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-marcus-rader-co-founder-and-ceo-of-hostaway-the-leading-all-in-one-vacation-rental-management-software--50964334
Learn more: https://www.hostaway.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/]]>https://api.spreaker.com/episode/50964334Fri, 19 Aug 2022 19:19:02 +0000Mike Saunders, MBAMarcus Räder is co-founder and CEO of Hostaway, the leading all-in-one vacation rental management software. Originally from Finland, Marcus has lived in many countries worldwide, including Sweden, Poland, and The Netherlands, before settling in...
Learn more: https://www.hostaway.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/]]>1230influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-adolfo-andres-rodriguez-with-a-r-financial-group-discussing-tax-mitigation-for-retirement--50945252
Adolfo Rodriguez is a college graduate from University of Houston Clear Lake and holds the following designations: Registered financial Consultant (RFC), National Social Security Advisor (NSSA) and Certified in Social Security Claiming Strategies (CSSCS). The only advisor in Texas to hold both Social Security designations. He is a member of the National Financial Planning Association and the National Association of Insurance and Financial Advisor. Adolfo Rodriguez created the “GRIP” a proprietary system that produces guaranteed income in retirement and author of “My Retirement Rescue” book. Adolfo is currently the President of the non-profit organization Casa Cuba of Houston. Adolfo is a member of the board of San Jacinto College Advisory Committee. Adolfo is a speaker for SOFA a non-profit organization that Society of Financial Awareness. His also Co-founder of Bio Energetic with two pain management clinics is Las Vegas Nevada, San Antonio and opening one in Houston 2022. Adolfo Rodriguez has been featured on many network as a Social Security and retirement expert.

Adolfo Rodriguez was born in Havana Cuba in 1966 and his parents were able to leave the communist island for a better life in 1968. Adolfo’s family was transplanted to Texas where they lived all their life. Adolfo grew up in Pasadena from the age of 12 and has been here ever since. Adolfo learned from his father the value of hard work, honesty and integrity. His father opened and operated his own business and Adolfo inherited the business after his father’s death in 2016. Adolfo operates the accounting part of his father’s business as other family members run the business daily operations.

Adolfo Rodriguez married his wife Denise Rodriguez in 1992 and have two children, a son Andres and a daughter Alexa. Alexa is graduating from University of Houston and will be attending Law School in 2020. Andres after playing basketball in college at Kansas on an Athletic Scholarship has joined the firm as an junior advisor. Adolfo is a Shriner and enjoys volunteering at the hospitals located in Galveston. Adolfo is proud to be a Shriner and the work they do in the community. Adolfo enjoys spending time with his children and wife, they enjoy traveling and doing multiple outdoor activities in the great state of Texas. Adolfo and his wife Denise have their family roots in Texas and Texas is the place they call home.

* Andres Rodriguez is currently completing his Bachelor of Business degree at the University of Houston Clear Lake. In 2021, Andrés became Junior Partner with over 5 years of experience in the industry. His goal is to create a personalized plan for every client, based on both their current financial situation as well as their future retirement goals.

In addition to his licenses in Life and Health Insurance, Rodriguez continues to study so that he may obtain other licenses to better serve his clients.

Since he was a small child, Andres Rodriguez has lived in the Pasadena area. Growing up in household, Andres learned about the financial industry from watching his father (current managing partner) run and grow AR Financial Group into what it is today. During this time, he learned the importance of hard work, which eventually led him to play collegiate basketball. The focus of his hard work has now shifted to helping his clients on a daily basis. Learning the process to make sure that clients can reach their financial goals consistently. Andres loves Texas and has no desire to move out this great state.

Andres loves dogs and enjoys spending time with his two grown German Shepherd’s “Lady and Ryan”. Andres enjoys exchanging stories with other dog owners he is always amazed how different dogs can be depending on the breed. He would love to be a breeder as a hobby later on in life.

Learn More: http://adolforetirement.com/

https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-adolfo-andres-rodriguez-with-a-r-financial-group-discussing-tax-mitigation-for-retirement]]>https://api.spreaker.com/episode/50945252Wed, 17 Aug 2022 23:31:08 +0000Mike Saunders, MBAAdolfo Rodriguez became managing partner of the A/R Financial Group in 2005. With over 20 years of experience in the insurance and financial service industry, Adolfo Rodriguez has always focused on the unique needs and goals of the pre-retiree &...
Adolfo Rodriguez is a college graduate from University of Houston Clear Lake and holds the following designations: Registered financial Consultant (RFC), National Social Security Advisor (NSSA) and Certified in Social Security Claiming Strategies (CSSCS). The only advisor in Texas to hold both Social Security designations. He is a member of the National Financial Planning Association and the National Association of Insurance and Financial Advisor. Adolfo Rodriguez created the “GRIP” a proprietary system that produces guaranteed income in retirement and author of “My Retirement Rescue” book. Adolfo is currently the President of the non-profit organization Casa Cuba of Houston. Adolfo is a member of the board of San Jacinto College Advisory Committee. Adolfo is a speaker for SOFA a non-profit organization that Society of Financial Awareness. His also Co-founder of Bio Energetic with two pain management clinics is Las Vegas Nevada, San Antonio and opening one in Houston 2022. Adolfo Rodriguez has been featured on many network as a Social Security and retirement expert.

Adolfo Rodriguez was born in Havana Cuba in 1966 and his parents were able to leave the communist island for a better life in 1968. Adolfo’s family was transplanted to Texas where they lived all their life. Adolfo grew up in Pasadena from the age of 12 and has been here ever since. Adolfo learned from his father the value of hard work, honesty and integrity. His father opened and operated his own business and Adolfo inherited the business after his father’s death in 2016. Adolfo operates the accounting part of his father’s business as other family members run the business daily operations.

Adolfo Rodriguez married his wife Denise Rodriguez in 1992 and have two children, a son Andres and a daughter Alexa. Alexa is graduating from University of Houston and will be attending Law School in 2020. Andres after playing basketball in college at Kansas on an Athletic Scholarship has joined the firm as an junior advisor. Adolfo is a Shriner and enjoys volunteering at the hospitals located in Galveston. Adolfo is proud to be a Shriner and the work they do in the community. Adolfo enjoys spending time with his children and wife, they enjoy traveling and doing multiple outdoor activities in the great state of Texas. Adolfo and his wife Denise have their family roots in Texas and Texas is the place they call home.

* Andres Rodriguez is currently completing his Bachelor of Business degree at the University of Houston Clear Lake. In 2021, Andrés became Junior Partner with over 5 years of experience in the industry. His goal is to create a personalized plan for every client, based on both their current financial situation as well as their future retirement goals.

In addition to his licenses in Life and Health Insurance, Rodriguez continues to study so that he may obtain other licenses to better serve his clients.

Since he was a small child, Andres Rodriguez has lived in the Pasadena area. Growing up in household, Andres learned about the financial industry from watching his father (current managing partner) run and grow AR Financial Group into what it is today. During this time, he learned the importance of hard work, which eventually led him to play collegiate basketball. The focus of his hard work has now shifted to helping his clients on a daily basis. Learning the process to make sure that clients can reach their financial goals consistently. Andres loves Texas and has no desire to move out this...]]>1299influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-zale-dowlen-kingdom-driven-attorney-estate-planner-insurance-professional-and-public-speaker--50922490
Learn more: https://www.zaledowlen.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-zale-dowlen-kingdom-driven-attorney-estate-planner-insurance-professional-and-public-speaker]]>https://api.spreaker.com/episode/50922490Mon, 15 Aug 2022 20:20:05 +0000Mike Saunders, MBAI am passionate about helping people to live well and be remembered. I do this with holistic Estate and Retirement planning. I use both Law and Insurance products to help clients hit their goals and give them peace of mind. Learn more:...
Learn more: https://www.zaledowlen.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-zale-dowlen-kingdom-driven-attorney-estate-planner-insurance-professional-and-public-speaker]]>1147influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-kevin-coffey-founder-and-ceo-of-complete-spectrum-financial-services-discussing-creating-tax-free-income-using-roth-iras--50922331
(303) 922-4309
Learn more: https://www.complete-spectrum.com





Nothing in this presentation constitutes tax, legal, insurance, or investment advice, nor does it constitute a solicitation or an offer to buy or sell any security or other financial instrument. The purpose of this presentation is to provide you with general information. Before purchasing any products or making any changes to your finances, you should obtain competent investment and tax advice both as to tax treatment of the contract and the suitability of the investment.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-kevin-coffey-founder-and-ceo-of-complete-spectrum-financial-services-discussing-creating-tax-free-income-using-roth-iras]]>https://api.spreaker.com/episode/50922331Mon, 15 Aug 2022 19:54:23 +0000Mike Saunders, MBAKevin Coffey grew up in North Denver and is a native of Colorado. His company is built on old fashion values, which he learned from his grandparents, Flory Iacovetto & Rose Lombardi, who taught him that client satisfaction should mean more than...
(303) 922-4309
Learn more: https://www.complete-spectrum.com





Nothing in this presentation constitutes tax, legal, insurance, or investment advice, nor does it constitute a solicitation or an offer to buy or sell any security or other financial instrument. The purpose of this presentation is to provide you with general information. Before purchasing any products or making any changes to your finances, you should obtain competent investment and tax advice both as to tax treatment of the contract and the suitability of the investment.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-kevin-coffey-founder-and-ceo-of-complete-spectrum-financial-services-discussing-creating-tax-free-income-using-roth-iras]]>1160influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-kevin-coffey-founder-ceo-of-complete-spectrum-financial-services-discussing-how-to-avoid-market-losses--50889361
(303) 922-4309
https://www.complete-spectrum.com


Nothing in this presentation constitutes tax, legal, insurance, or investment advice, nor does it constitute a solicitation or an offer to buy or sell any security or other financial instrument. The purpose of this presentation is to provide you with general information. Before purchasing any products or making any changes to your finances, you should obtain competent investment and tax advice.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-kevin-coffey-founder-ceo-of-complete-spectrum-financial-services-discussing-how-to-avoid-market-losses]]>https://api.spreaker.com/episode/50889361Thu, 11 Aug 2022 18:18:35 +0000Mike Saunders, MBAKevin Coffey grew up in North Denver and is a native of Colorado. His company is built on old fashion values, which he learned from his grandparents, Flory Iacovetto & Rose Lombardi, who taught him that client satisfaction should mean more than...
(303) 922-4309
https://www.complete-spectrum.com


Nothing in this presentation constitutes tax, legal, insurance, or investment advice, nor does it constitute a solicitation or an offer to buy or sell any security or other financial instrument. The purpose of this presentation is to provide you with general information. Before purchasing any products or making any changes to your finances, you should obtain competent investment and tax advice.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-kevin-coffey-founder-ceo-of-complete-spectrum-financial-services-discussing-how-to-avoid-market-losses]]>1157influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-nina-acosta-founder-ceo-of-transcend-the-light-discussingtransformational-life-coach-energy-healer-emotional-trigger-ma--50878111Her methodology combines psychology, science, and the woo-woo. Her deepest desire is to guide others to rediscover their most authentic self!

She believes the key to creating the amazing life you desire starts with being connected to God, Source, Higher Power, the core of your purpose, and what you stand for!
Her mission is to activate women to stand in their power and claim their birthright to create a life of joy, ease, grace, and abundance.

Nina has been featured in the C-Word Magazine, Elephant Journal, the Be Ruthless Podcast, and Art for Wellness Podcast. She is a contributing author to Inspired Living and the Faces of Mental Illness, and Anxiety.

Learn More: https://transcendthelight.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-nina-acosta-founder-ceo-of-transcend-the-light-discussingtransformational-life-coach-energy-healer-emotional-trigger-management]]>https://api.spreaker.com/episode/50878111Wed, 10 Aug 2022 18:55:13 +0000Mike Saunders, MBANina helps female entrepreneurs eliminate anxiety, stress, overwhelm, lack of self-worth, and confidence to live an authentic, unapologetic life 100% on their own terms. Her methodology combines psychology, science, and the woo-woo. Her deepest...Her methodology combines psychology, science, and the woo-woo. Her deepest desire is to guide others to rediscover their most authentic self!

She believes the key to creating the amazing life you desire starts with being connected to God, Source, Higher Power, the core of your purpose, and what you stand for!
Her mission is to activate women to stand in their power and claim their birthright to create a life of joy, ease, grace, and abundance.

Nina has been featured in the C-Word Magazine, Elephant Journal, the Be Ruthless Podcast, and Art for Wellness Podcast. She is a contributing author to Inspired Living and the Faces of Mental Illness, and Anxiety.

Learn More: https://transcendthelight.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-nina-acosta-founder-ceo-of-transcend-the-light-discussingtransformational-life-coach-energy-healer-emotional-trigger-management]]>1733influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-julie-brittain-atlanta-real-estate-advisor-focused-on-luxury-living-discussing-how-she-sells-listings-in-a-weekend--50865533
Julie graduated with honors from the University of North Georgia with a degree in Psychology and is a Phi Mu Alumnae. Prior to her career in real estate, Julie was the Assistant Director of Marketing at GE Capital ITS. Julie has been featured in ATLANTA Magazine as a Top Real Estate Agent, JEZEBEL Magazine as a Realtor of Distinction, and MEN’S BOOK Atlanta as a REALTOR® of Choice.

Julie’s designations include her broker License, being an Accredited Buyers Representative, a Seller Representative Specialist, an eco-Broker & is also a Certified Property Manager. “I am your trusted advisor for all things real estate, selling, buying, investing, and flipping.”

Julie has assisted over 1000 clients and has been a leading Top Producer & MegaAgent for over 20 years. She is detail-oriented, communicative with her clients and co-op agents. Her hard work, the strength of character, and win-win ideology for her clients have become highly regarded by her clients and peers in the industry. Julie loves supporting new agents in the industry and she teachers classes and mentors agents at her Berkshire Hathaway HomeServices office. Julie is proud of her cutting-edge marketing, excellent negotiation skills, and invaluable connections, both locally and Internationally. She is charismatic and enthusiastic about her career.

She proudly volunteers for The Drake House in North Fulton and supports the Tunnel to Towers Foundation who builds mortgage-free smart homes for our most catastrophically injured veterans and first responders. Julie enjoys a sunny patio, quality time with her family, traveling, tennis, and spoiling her two cats and Rottweiler.

Learn More: https://atlantaluxliving.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-julie-brittain-atlanta-real-estate-advisor-focused-on-luxury-living-discussing-how-she-sells-listings-in-a-weekend]]>https://api.spreaker.com/episode/50865533Tue, 09 Aug 2022 18:24:28 +0000Mike Saunders, MBAAn Atlanta native and a veteran of real estate with nearly 25 years of experience, Julie Brittain’s knowledge of the Atlanta area and its suburbs is unparalleled. A recipient of the 2020 Crystal Phoenix Award from the Atlanta REALTORS® Association,...
Julie graduated with honors from the University of North Georgia with a degree in Psychology and is a Phi Mu Alumnae. Prior to her career in real estate, Julie was the Assistant Director of Marketing at GE Capital ITS. Julie has been featured in ATLANTA Magazine as a Top Real Estate Agent, JEZEBEL Magazine as a Realtor of Distinction, and MEN’S BOOK Atlanta as a REALTOR® of Choice.

Julie’s designations include her broker License, being an Accredited Buyers Representative, a Seller Representative Specialist, an eco-Broker & is also a Certified Property Manager. “I am your trusted advisor for all things real estate, selling, buying, investing, and flipping.”

Julie has assisted over 1000 clients and has been a leading Top Producer & MegaAgent for over 20 years. She is detail-oriented, communicative with her clients and co-op agents. Her hard work, the strength of character, and win-win ideology for her clients have become highly regarded by her clients and peers in the industry. Julie loves supporting new agents in the industry and she teachers classes and mentors agents at her Berkshire Hathaway HomeServices office. Julie is proud of her cutting-edge marketing, excellent negotiation skills, and invaluable connections, both locally and Internationally. She is charismatic and enthusiastic about her career.

She proudly volunteers for The Drake House in North Fulton and supports the Tunnel to Towers Foundation who builds mortgage-free smart homes for our most catastrophically injured veterans and first responders. Julie enjoys a sunny patio, quality time with her family, traveling, tennis, and spoiling her two cats and Rottweiler.

Learn More: https://atlantaluxliving.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-julie-brittain-atlanta-real-estate-advisor-focused-on-luxury-living-discussing-how-she-sells-listings-in-a-weekend]]>1002influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/joshua-sherrard-president-ceo-of-strategic-navigators-generational-wealth-radical-generosity--50865499
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. 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/


The figures provided herein are estimates and projections based on information provided by the potential Client and/or Client. Strategic Navigators Consulting, LLC (“SNC”) is not responsible for the Client’s financial position, business outcomes or legal structures. Because federal and state laws, statutes, rules, and regulations are subject to change at any time, specific results are not guaranteed. Client understands and agrees that any proposed benefits of SNC services require that the Client completely and consistently implement any and all recommendations of SNC services. Client further agrees that failure to completely and consistently implement any and all such recommendations is no fault of SNC. Client acknowledges, understands, and agrees that implementation of any recommendations by any third party that is not SNC shall not be the responsibility of SNC and Client agrees to undertake and accept any and all risks and consequences, financial or otherwise, of the implementation of the Consulting Services by anyone other than SNC.
**Savings is not net of cost and fees associated with planning.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/joshua-sherrard-president-ceo-of-strategic-navigators-generational-wealth-radical-generosity]]>https://api.spreaker.com/episode/50865499Tue, 09 Aug 2022 18:20:20 +0000Mike Saunders, MBAJosh 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...
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. 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/


The figures provided herein are estimates and projections based on information provided by the potential Client and/or Client. Strategic Navigators Consulting, LLC (“SNC”) is not responsible for the Client’s financial position, business outcomes or legal structures. Because federal and state laws, statutes, rules, and regulations are subject to change at any time, specific results are not guaranteed. Client understands and agrees that any proposed benefits of SNC services require that the Client completely and consistently implement any and all recommendations of SNC services. Client further agrees that failure to completely and consistently implement any and all such recommendations is no fault of SNC. Client acknowledges, understands, and agrees that implementation of any recommendations by any third party that is not SNC shall not be the responsibility of SNC and Client agrees to undertake and accept any and all risks and consequences, financial or otherwise, of the implementation of the Consulting Services by anyone other than SNC.
**Savings is not net of cost and fees associated with planning.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/joshua-sherrard-president-ceo-of-strategic-navigators-generational-wealth-radical-generosity]]>1954influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/joshua-sherrard-president-ceo-of-strategic-navigators-proper-write-off-etiquette-for-business-owners--50852166
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. 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/

The figures provided herein are estimates and projections based on information provided by the potential Client and/or Client. Strategic Navigators Consulting, LLC (“SNC”) is not responsible for the Client’s financial position, business outcomes or legal structures. Because federal and state laws, statutes, rules, and regulations are subject to change at any time, specific results are not guaranteed. Client understands and agrees that any proposed benefits of SNC services require that the Client completely and consistently implement any and all recommendations of SNC services. Client further agrees that failure to completely and consistently implement any and all such recommendations is no fault of SNC. Client acknowledges, understands, and agrees that implementation of any recommendations by any third party that is not SNC shall not be the responsibility of SNC and Client agrees to undertake and accept any and all risks and consequences, financial or otherwise, of the implementation of the Consulting Services by anyone other than SNC.
**Savings is not net of cost and fees associated with planning.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/joshua-sherrard-president-ceo-of-strategic-navigators-proper-write-off-etiquette-for-business-owners]]>https://api.spreaker.com/episode/50852166Mon, 08 Aug 2022 14:09:17 +0000Mike Saunders, MBAJosh 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...
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. 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/

The figures provided herein are estimates and projections based on information provided by the potential Client and/or Client. Strategic Navigators Consulting, LLC (“SNC”) is not responsible for the Client’s financial position, business outcomes or legal structures. Because federal and state laws, statutes, rules, and regulations are subject to change at any time, specific results are not guaranteed. Client understands and agrees that any proposed benefits of SNC services require that the Client completely and consistently implement any and all recommendations of SNC services. Client further agrees that failure to completely and consistently implement any and all such recommendations is no fault of SNC. Client acknowledges, understands, and agrees that implementation of any recommendations by any third party that is not SNC shall not be the responsibility of SNC and Client agrees to undertake and accept any and all risks and consequences, financial or otherwise, of the implementation of the Consulting Services by anyone other than SNC.
**Savings is not net of cost and fees associated with planning.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/joshua-sherrard-president-ceo-of-strategic-navigators-proper-write-off-etiquette-for-business-owners]]>1499influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-grady-gibbs-strategic-relationship-development-director-with-evolve-medical-consulting--50851255After a career in investment banking and finance, and a return to graduate school, Grady became an expert at applying statistics and research to consult on brand strategy for some of the largest marketers in the United States.

After launching a direct-to-consumer ad campaign for a drug company, he realized doctors needed more help than drug companies and began what is now an almost 20 year career serving doctors and helping them achieve the triple aim: good for the patient, good for the system, good for the doctor.

Learn More: https://evolvemedicalconsulting.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-grady-gibbs-strategic-relationship-development-director-with-evolve-medical-consulting]]>https://api.spreaker.com/episode/50851255Mon, 08 Aug 2022 12:34:15 +0000Mike Saunders, MBAGrady Gibbs helps healthcare companies engage more doctors and he helps doctors sell more products and procedures. After a career in investment banking and finance, and a return to graduate school, Grady became an expert at applying statistics and...After a career in investment banking and finance, and a return to graduate school, Grady became an expert at applying statistics and research to consult on brand strategy for some of the largest marketers in the United States.

After launching a direct-to-consumer ad campaign for a drug company, he realized doctors needed more help than drug companies and began what is now an almost 20 year career serving doctors and helping them achieve the triple aim: good for the patient, good for the system, good for the doctor.

Learn More: https://evolvemedicalconsulting.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-grady-gibbs-strategic-relationship-development-director-with-evolve-medical-consulting]]>1384influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-attorney-jonathan-p-groth-founder-and-owner-of-the-groth-law-firm--50816764
Handling all types of personal injury and wrongful death claims, Mr. Groth advocates strongly on behalf of those adversely affected by automobile and motorcycle accidents, trucking accidents, defective products, dangerous property conditions, animal attacks, nursing home abuse, and bicycle and pedestrian accidents. Throughout the course of his career, he has recovered millions of dollars on behalf of those he serves, earning his membership to both the Million Dollar Advocates Forum and the Multi-Million Dollar Advocates Forum alongside being named a Rising Star, a SuperLawyer, receiving a superb 10 on Avvo, and being named one of the Top 100 Trial Lawyers in Wisconsin by the National Trial Lawyers Association.

Jon is active in the legal community, teaching other attorneys about the intricacies of personal injury law. He’s a member of the American Bar Association, State Bar of Wisconsin, and the American Association of Justice.
Besides being a personal injury attorney, Jon has taught at Cardinal Stritch University and is a father to three kids. When there’s a spare moment to be had, Jon indulges in outdoor activities such and running or skiing, and he and his wife often volunteer at church, coach sports and drive the “Groth taxi” for their boys.

Learn More: https://grothlawfirm.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-attorney-jonathan-p-groth-founder-and-owner-of-the-groth-law-firm]]>https://api.spreaker.com/episode/50816764Thu, 04 Aug 2022 20:01:55 +0000Mike Saunders, MBAGroth Law helps injured victims locally with its car crash and “single event” practice. Internationally, Groth Law helps victims suffering injuries from Vaccine Administration in the U.S. Court of Federal Claims. In all regards, Mr. Groth devotes his...
Handling all types of personal injury and wrongful death claims, Mr. Groth advocates strongly on behalf of those adversely affected by automobile and motorcycle accidents, trucking accidents, defective products, dangerous property conditions, animal attacks, nursing home abuse, and bicycle and pedestrian accidents. Throughout the course of his career, he has recovered millions of dollars on behalf of those he serves, earning his membership to both the Million Dollar Advocates Forum and the Multi-Million Dollar Advocates Forum alongside being named a Rising Star, a SuperLawyer, receiving a superb 10 on Avvo, and being named one of the Top 100 Trial Lawyers in Wisconsin by the National Trial Lawyers Association.

Jon is active in the legal community, teaching other attorneys about the intricacies of personal injury law. He’s a member of the American Bar Association, State Bar of Wisconsin, and the American Association of Justice.
Besides being a personal injury attorney, Jon has taught at Cardinal Stritch University and is a father to three kids. When there’s a spare moment to be had, Jon indulges in outdoor activities such and running or skiing, and he and his wife often volunteer at church, coach sports and drive the “Groth taxi” for their boys.

Learn More: https://grothlawfirm.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-attorney-jonathan-p-groth-founder-and-owner-of-the-groth-law-firm]]>1342influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-kevin-mccarthy-president-of-mccarthy-financial-group-p-a-discussing-how-to-maximize-social-security-income--50778880
In 1993, Kevin founded McCarthy Financial Group, PA, a family owned, full-service financial planning firm. Built on honesty, integrity and personal service, McCarthy Financial Group seeks to improve our clients’ sense of security when it comes to their financial future. Through his practice, Kevin has been able to complement each one of his clients by offering a very simple approach: identify the client’s needs and goals, design and implement a plan of action, and more importantly, monitor and evaluate performance regularly and revise the plan as needed.

As a Licensed Insurance Agent, Securities Licensed Registered Representative and Investment Advisor Representative, Kevin understands how necessary it is to have access to virtually every investment and estate-planning vehicle to better benefit his clients. Kevin is qualified and licensed to offer a variety of fixed insurance products such as annuities, life insurance, and long-term care, as well as a full range of registered securities from stocks, bonds, mutual funds, and CD alternatives.

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



Kevin C. McCarthy is a registered representative of and offers Securities and advisory service through Madison Avenue Securities, LLC. (MAS) a registered investment advisor, member FINRA & SIPC; MAS and McCarthy Financial Group, P.A. are not affiliated companies.
Registered Investment Advisor – A170302
Investing involves risk, including the potential loss of principal. It is not possible to invest in an index. Any references to protection, safety, or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the issuing carrier.
This podcast is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.
McCarthy Financial Group is not permitted to offer, and no statement made during this presentation shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by McCarthy Financial Group.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-kevin-mccarthy-president-of-mccarthy-financial-group-p-a-discussing-how-to-maximize-social-security-income]]>https://api.spreaker.com/episode/50778880Mon, 01 Aug 2022 18:10:23 +0000Mike Saunders, MBASince 1987, Kevin McCarthy has been dedicated to creating a financial investment plan and model portfolio based on each client’s unique goals and risk tolerance. Learning early on that each investor is unique and no single investment account is right...
In 1993, Kevin founded McCarthy Financial Group, PA, a family owned, full-service financial planning firm. Built on honesty, integrity and personal service, McCarthy Financial Group seeks to improve our clients’ sense of security when it comes to their financial future. Through his practice, Kevin has been able to complement each one of his clients by offering a very simple approach: identify the client’s needs and goals, design and implement a plan of action, and more importantly, monitor and evaluate performance regularly and revise the plan as needed.

As a Licensed Insurance Agent, Securities Licensed Registered Representative and Investment Advisor Representative, Kevin understands how necessary it is to have access to virtually every investment and estate-planning vehicle to better benefit his clients. Kevin is qualified and licensed to offer a variety of fixed insurance products such as annuities, life insurance, and long-term care, as well as a full range of registered securities from stocks, bonds, mutual funds, and CD alternatives.

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



Kevin C. McCarthy is a registered representative of and offers Securities and advisory service through Madison Avenue Securities, LLC. (MAS) a registered investment advisor, member FINRA & SIPC; MAS and McCarthy Financial Group, P.A. are not affiliated companies.
Registered Investment Advisor – A170302
Investing involves risk, including the potential loss of principal. It is not possible to invest in an index. Any references to protection, safety, or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the issuing carrier.
This podcast is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.
McCarthy Financial Group is not permitted to offer, and no statement made during this presentation shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by McCarthy Financial Group.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-kevin-mccarthy-president-of-mccarthy-financial-group-p-a-discussing-how-to-maximize-social-security-income]]>1094influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-kyle-stout-founder-of-elevate-scale-a-leading-email-marketing-agency--50740545
Kyle started his career in digital marketing back in 2013 as a freelance copywriter where he honed his skills in brand storytelling and email marketing. Once he had developed a set of frameworks that worked consistently across different niches, he started Elevate & Scale in 2019 specializing in email marketing for ecommerce businesses.

Kyle is a husband and proud girl-dad living in Tulsa, Oklahoma. When he’s not working, he enjoys working out, staying active outdoors, hosting family cookouts, and traveling.

Learn more: https://www.elevateandscale.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-kyle-stout-founder-of-elevate-scale-a-leading-email-marketing-agency]]>https://api.spreaker.com/episode/50740545Thu, 28 Jul 2022 19:18:27 +0000Mike Saunders, MBAKyle Stout is the founder of Elevate & Scale, a leading digital marketing agency that helps 7-figure product-based entrepreneurs elevate their brand and scale their growth. Kyle is an authority on how leveraging email marketing can vastly increase...
Kyle started his career in digital marketing back in 2013 as a freelance copywriter where he honed his skills in brand storytelling and email marketing. Once he had developed a set of frameworks that worked consistently across different niches, he started Elevate & Scale in 2019 specializing in email marketing for ecommerce businesses.

Kyle is a husband and proud girl-dad living in Tulsa, Oklahoma. When he’s not working, he enjoys working out, staying active outdoors, hosting family cookouts, and traveling.

Learn more: https://www.elevateandscale.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-kyle-stout-founder-of-elevate-scale-a-leading-email-marketing-agency]]>1403influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-brent-kesler-lecturer-and-coach-of-the-money-multiplier-tmm-method--50740496the journey to becoming a teacher of the TMM Method. Brent’s main goal in making this move was simply to help more people understand how to manage and grow their wealth.

For the last 10 plus years, Brent has been lecturing to thousands of people around the country on the dynamics of the TMM Method and helping individuals break the bonds of financial slavery they don’t even realize they are in. He teaches how to take back control of your financial life. Brent has a passionate belief that whether you make $10/hour or $10,000/hour you should know TMM Method and have this powerful information to keep control of your own money.

Learn more: https://themoneymultiplier.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-brent-kesler-lecturer-and-coach-of-the-money-multiplier-tmm-method]]>https://api.spreaker.com/episode/50740496Thu, 28 Jul 2022 19:09:41 +0000Mike Saunders, MBABrent Kesler was a Chiropractor and Chiropractic coach for over 14 years. After implementing The Money Multiplier (TMM) Method, Brent paid off $984,711 in 3rd party debt in 39 months. In fact, Brent became so passionate about how powerful this concept...the journey to becoming a teacher of the TMM Method. Brent’s main goal in making this move was simply to help more people understand how to manage and grow their wealth.

For the last 10 plus years, Brent has been lecturing to thousands of people around the country on the dynamics of the TMM Method and helping individuals break the bonds of financial slavery they don’t even realize they are in. He teaches how to take back control of your financial life. Brent has a passionate belief that whether you make $10/hour or $10,000/hour you should know TMM Method and have this powerful information to keep control of your own money.

Learn more: https://themoneymultiplier.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-brent-kesler-lecturer-and-coach-of-the-money-multiplier-tmm-method]]>1458influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-nina-acosta-founder-ceo-of-transcend-the-light-transformational-life-coach-energy-healer-getting-out-of-the-constant-cy--50720116
Her methodology combines psychology, science, and the woo-woo. Her deepest desire is to guide others to rediscover their most authentic self!

She believes the key to creating the amazing life you desire starts with being connected to God, Source, Higher Power, the core of your purpose, and what you stand for!
Her mission is to activate women to stand in their power and claim their birthright to create a life of joy, ease, grace, and abundance.

Nina has been featured in the C-Word Magazine, Elephant Journal, the Be Ruthless Podcast, and Art for Wellness Podcast. She is a contributing author to Inspired Living and the Faces of Mental Illness, and Anxiety.

Learn More: https://transcendthelight.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-nina-acosta-founder-ceo-of-transcend-the-light-transformational-life-coach-energy-healer-getting-out-of-the-constant-cycle-of-anxiety-and-stress]]>https://api.spreaker.com/episode/50720116Tue, 26 Jul 2022 20:58:25 +0000Mike Saunders, MBANina helps female entrepreneurs eliminate anxiety, stress, overwhelm, lack of self-worth, and confidence to live an authentic, unapologetic life 100% on their own terms. Her methodology combines psychology, science, and the woo-woo. Her deepest...
Her methodology combines psychology, science, and the woo-woo. Her deepest desire is to guide others to rediscover their most authentic self!

She believes the key to creating the amazing life you desire starts with being connected to God, Source, Higher Power, the core of your purpose, and what you stand for!
Her mission is to activate women to stand in their power and claim their birthright to create a life of joy, ease, grace, and abundance.

Nina has been featured in the C-Word Magazine, Elephant Journal, the Be Ruthless Podcast, and Art for Wellness Podcast. She is a contributing author to Inspired Living and the Faces of Mental Illness, and Anxiety.

Learn More: https://transcendthelight.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-nina-acosta-founder-ceo-of-transcend-the-light-transformational-life-coach-energy-healer-getting-out-of-the-constant-cycle-of-anxiety-and-stress]]>1369influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-cindy-dehart-of-wasatch-front-life-a-realtor-with-exit-realty-success-how-sellers-should-prepare-their-home-for-sale--50718938
I was fortunate to grow up in Utah and attend college before moving to Arizona and Kentucky. Returning to Utah after many years away, gave me a noticeable appreciation for the uniqueness and beauty we are surrounded by.

My focus area is the Wasatch Front, and my website @wasatchfrontlife.com is dedicated to highlighting local businesses, activities, events and covering the real-estate market, trends, questions and activity surrounding these glorious mountains of Davis, Salt Lake & Weber counties.
The Utah area has seen a tremendous growth and has become one of the most desired areas to live in. The secret is certainly out on living in Utah.

In my years of real estate,, I’ve invested in earning designations, such as GRI & ABR to better assist my clientele. I have been licensed in AZ & UT – and experienced all sorts of market changes over the roughly 20 plus of experience.

I am confident that together, I can help any customer achieve their real-estate dreams and goals. Utilizing my experience, knowledge and commitment to my clients, I will work to find a way, develop a plan and do the work to make it happen. I invite you to view my reviews, as every customer has a unique story and journey in reaching their real-estate dreams. My strength as an agent is leveraging creativity and experience for each clients path.

I feel strongly that my entire job is to make it an enjoyable experience. To provide you the confidence through my expertise and contacts to make a real estate decision that you live and are in love with!

Traveling anywhere and spending time with my family makes me extremely happy. I continue to enjoy water and snow skiing and exploring trails in these mountains we live in. I have a healthy life balance of working and playing both equally hard!

Let’s talk about your real-estate goals and find a way to reach them. Contact me directly at 801-319-0026, email cindy@wasatchfrontlife.com

Follow my website @wasatchfrontlife.com or let’s get social @wasatchfrontlife on FB or IG.

Let’s walk through the next door together!

Learn More: https://wasatchfrontlife.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-cindy-dehart-of-wasatch-front-life-a-realtor-with-exit-realty-success-how-sellers-should-prepare-their-home-for-sale]]>https://api.spreaker.com/episode/50718938Tue, 26 Jul 2022 19:04:31 +0000Mike Saunders, MBAHello, my name is Cindy DeHart and love living in Utah. I selected EXIT as my brokerage of choice for many reasons, but the one you need to remember is this: Above nearly every door you see a sign that says, “EXIT.” You go in and you go out – you have...
I was fortunate to grow up in Utah and attend college before moving to Arizona and Kentucky. Returning to Utah after many years away, gave me a noticeable appreciation for the uniqueness and beauty we are surrounded by.

My focus area is the Wasatch Front, and my website @wasatchfrontlife.com is dedicated to highlighting local businesses, activities, events and covering the real-estate market, trends, questions and activity surrounding these glorious mountains of Davis, Salt Lake & Weber counties.
The Utah area has seen a tremendous growth and has become one of the most desired areas to live in. The secret is certainly out on living in Utah.

In my years of real estate,, I’ve invested in earning designations, such as GRI & ABR to better assist my clientele. I have been licensed in AZ & UT – and experienced all sorts of market changes over the roughly 20 plus of experience.

I am confident that together, I can help any customer achieve their real-estate dreams and goals. Utilizing my experience, knowledge and commitment to my clients, I will work to find a way, develop a plan and do the work to make it happen. I invite you to view my reviews, as every customer has a unique story and journey in reaching their real-estate dreams. My strength as an agent is leveraging creativity and experience for each clients path.

I feel strongly that my entire job is to make it an enjoyable experience. To provide you the confidence through my expertise and contacts to make a real estate decision that you live and are in love with!

Traveling anywhere and spending time with my family makes me extremely happy. I continue to enjoy water and snow skiing and exploring trails in these mountains we live in. I have a healthy life balance of working and playing both equally hard!

Let’s talk about your real-estate goals and find a way to reach them. Contact me directly at 801-319-0026, email cindy@wasatchfrontlife.com

Follow my website @wasatchfrontlife.com or let’s get social @wasatchfrontlife on FB or IG.

Let’s walk through the next door together!

Learn More: https://wasatchfrontlife.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-cindy-dehart-of-wasatch-front-life-a-realtor-with-exit-realty-success-how-sellers-should-prepare-their-home-for-sale]]>1270influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-merrit-strunk-founder-of-momentum-financial-insurance-services-discussing-their-proprietary-momentum-lifeyield-process--50717277• Certified Financial Fiduciary (CFF)
• Former President San Diego Chapter – Society for Financial Awareness – SOFA (a non-profit 501(c)(3) organization)
• President/Founder of California College Planning
• Senior Instructor – Adult Financial Education Foundation (AFES), a 501(c)(3) non-profit organization
• Author – Your Retirement (UN)Broken

Merrit is the creator of the Momentum LifeYield Process™. This process was created and refined primarily for individuals and small business owners aspiring to have a work optional lifestyle in retirement. This unique process ideally results in substantial wealth growth, paying fewer taxes, providing down market protection and more income over a lifetime.

Merrit has been a business leader all his life. In his 30s & 40s, he successfully led marketing for fortune 500 brands, he has also traveled around the world speaking on Business, Financial and Personal Achievement. Later in his career, he was a repeat C-Suite executive for multibillion dollar financial and insurance organizations and successfully built top-performing teams around the United States.

Merrit has been a frequent featured speaker at industry events, radio, and video. He has always been passionate about financial education. This is precisely why he volunteers his time to non-profit organizations working toward ending Financial Illiteracy in America.
He has been married for 30 years and has two children. He is a former Texas Intercollegiate black belt champion, medalist in relay triathlons, avid road cyclist, holds two US patents and is Author of Your Retirement (Un)Broken. He has been a past board member of the Midwest Multiple Sclerosis Chapter and supports the Children’s Tumor Foundation.

Momentum LifeYield Process™ and our Team Based Approach incorporates what matters most to our client’s lives and controls what is needed to address the primary factors that impact a successful financial future. Through our process we seek to provide our clients with Clarity, Comfort and Confidence in knowing their plan is solid.
Our services are based on Seven Core Pillars that benefit our clients.
Wealth Management Risk Management Tax Planning Estate Planning
Cash Management Philanthropy Value Added Services

Learn More: https://momentumfsgroup.com/

Advisory services are offered through Momentum Financial and Insurance Services LLC, an Investment Advisor. Insurance products and services are offered through Merrit Strunk, Independent Agent (CA Lic. #0L7510). Certified Financial Fiduciary (CFF) is a FINRA-recognized professional certification.

References:
*United States bureau of Labor Statistics
*A 65-year-old couple retiring in 2022 will spend an average $315,000 in health-care and medical expenses in their retirement, according to Fidelity Investments. https://www.cnbc.com/2022/05/16/americans-can-expect-to-pay-a-lot-more-for-medical-care-in-retirement.html
*Genworth Cost of Care Survey 2021

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-merrit-strunk-founder-of-momentum-financial-insurance-services-discussing-their-proprietary-momentum-lifeyield-process]]>https://api.spreaker.com/episode/50717277Tue, 26 Jul 2022 16:24:07 +0000Mike Saunders, MBA• Registered Investment Advisory • Certified Financial Fiduciary (CFF) • Former President San Diego Chapter – Society for Financial Awareness – SOFA (a non-profit 501(c)(3) organization) • President/Founder of California College Planning • Senior...• Certified Financial Fiduciary (CFF)
• Former President San Diego Chapter – Society for Financial Awareness – SOFA (a non-profit 501(c)(3) organization)
• President/Founder of California College Planning
• Senior Instructor – Adult Financial Education Foundation (AFES), a 501(c)(3) non-profit organization
• Author – Your Retirement (UN)Broken

Merrit is the creator of the Momentum LifeYield Process™. This process was created and refined primarily for individuals and small business owners aspiring to have a work optional lifestyle in retirement. This unique process ideally results in substantial wealth growth, paying fewer taxes, providing down market protection and more income over a lifetime.

Merrit has been a business leader all his life. In his 30s & 40s, he successfully led marketing for fortune 500 brands, he has also traveled around the world speaking on Business, Financial and Personal Achievement. Later in his career, he was a repeat C-Suite executive for multibillion dollar financial and insurance organizations and successfully built top-performing teams around the United States.

Merrit has been a frequent featured speaker at industry events, radio, and video. He has always been passionate about financial education. This is precisely why he volunteers his time to non-profit organizations working toward ending Financial Illiteracy in America.
He has been married for 30 years and has two children. He is a former Texas Intercollegiate black belt champion, medalist in relay triathlons, avid road cyclist, holds two US patents and is Author of Your Retirement (Un)Broken. He has been a past board member of the Midwest Multiple Sclerosis Chapter and supports the Children’s Tumor Foundation.

Momentum LifeYield Process™ and our Team Based Approach incorporates what matters most to our client’s lives and controls what is needed to address the primary factors that impact a successful financial future. Through our process we seek to provide our clients with Clarity, Comfort and Confidence in knowing their plan is solid.
Our services are based on Seven Core Pillars that benefit our clients.
Wealth Management Risk Management Tax Planning Estate Planning
Cash Management Philanthropy Value Added Services

Learn More: https://momentumfsgroup.com/

Advisory services are offered through Momentum Financial and Insurance Services LLC, an Investment Advisor. Insurance products and services are offered through Merrit Strunk, Independent Agent (CA Lic. #0L7510). Certified Financial Fiduciary (CFF) is a FINRA-recognized professional certification.

References:
*United States bureau of Labor Statistics
*A 65-year-old couple retiring in 2022 will spend an average $315,000 in health-care and medical expenses in their retirement, according to Fidelity Investments. https://www.cnbc.com/2022/05/16/americans-can-expect-to-pay-a-lot-more-for-medical-care-in-retirement.html
*Genworth Cost of Care Survey 2021

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-merrit-strunk-founder-of-momentum-financial-insurance-services-discussing-their-proprietary-momentum-lifeyield-process]]>1459influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-pamela-rachil-mobile-home-broker-and-owner-of-florida-s-best-mobile-home-sales--50717192
Learn more: www.FloridasBestMobileHomeSales.com

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-pamela-rachil-mobile-home-broker-and-owner-of-floridas-best-mobile-home-sales]]>https://api.spreaker.com/episode/50717192Tue, 26 Jul 2022 16:15:31 +0000Mike Saunders, MBAA former Florida Loan Originator and Realtor since 2015, Pamela has been selling mobile homes for over a year. She has recently obtained her Mobile Home Broker/Dealer license and runs Florida’s Best Mobile Home Sales Inc in Central Florida. Pamela is...
Learn more: www.FloridasBestMobileHomeSales.com

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-pamela-rachil-mobile-home-broker-and-owner-of-floridas-best-mobile-home-sales]]>1296influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-diane-kern-real-estate-professional-with-keller-williams-in-doylestown-pa-getting-a-home-ready-to-sell--50695070
Diane is exceptionally well-respected in the area, not only for her unparalleled professional track record and high ethical standards, but for being an honest, hard-working family woman who is tenacious and does absolutely everything possible to ensure her clients’ success. Savvy negotiations and marketing strategies join uncompromising integrity as the hallmarks of Diane’s service.

Diane respects her clients’ time and provides seamless assistance to her clients for every aspect of their home purchase or sale, while educating them throughout every step of the process.
Exceptionally loyal clientele, personal referrals, and repeat business form the foundation of Diane’s career.
Diane continues to educate herself by attending seminars and training, and by researching the latest information in the real estate industry to further enhance what she has to offer her clients.

As a former teacher, Diane is compassionate about helping others achieve their goals. As a mother of three, Diane affords her clients a first-hand perspective on finding the right home for them and their families.

Also, being from a large extended family provides Diane a keen sense to find the right home for all generations; those looking for their first home, a larger home, or looking to downsize.

Diane is the key to helping you achieve your real estate goals!

Learn More: https://dianekern.kw.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-diane-kern-real-estate-professional-with-keller-williams-in-doylestown-pa-getting-a-home-ready-to-sell]]>https://api.spreaker.com/episode/50695070Sun, 24 Jul 2022 14:05:28 +0000Mike Saunders, MBAAs a full time real estate agent licensed in PA and NJ, Diane offers the time to fully understand and meet her clients’ needs. Diane is exceptionally well-respected in the area, not only for her unparalleled professional track record and high...
Diane is exceptionally well-respected in the area, not only for her unparalleled professional track record and high ethical standards, but for being an honest, hard-working family woman who is tenacious and does absolutely everything possible to ensure her clients’ success. Savvy negotiations and marketing strategies join uncompromising integrity as the hallmarks of Diane’s service.

Diane respects her clients’ time and provides seamless assistance to her clients for every aspect of their home purchase or sale, while educating them throughout every step of the process.
Exceptionally loyal clientele, personal referrals, and repeat business form the foundation of Diane’s career.
Diane continues to educate herself by attending seminars and training, and by researching the latest information in the real estate industry to further enhance what she has to offer her clients.

As a former teacher, Diane is compassionate about helping others achieve their goals. As a mother of three, Diane affords her clients a first-hand perspective on finding the right home for them and their families.

Also, being from a large extended family provides Diane a keen sense to find the right home for all generations; those looking for their first home, a larger home, or looking to downsize.

Diane is the key to helping you achieve your real estate goals!

Learn More: https://dianekern.kw.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-diane-kern-real-estate-professional-with-keller-williams-in-doylestown-pa-getting-a-home-ready-to-sell]]>1188influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-nina-acosta-founder-ceo-of-transcend-the-light-transformational-life-coach-energy-healer-becoming-your-authentic-self--50668993Her methodology combines psychology, science, and the woo-woo. Her deepest desire is to guide others to rediscover their most authentic self!

She believes the key to creating the amazing life you desire starts with being connected to God, Source, Higher Power, the core of your purpose, and what you stand for!
Her mission is to activate women to stand in their power and claim their birthright to create a life of joy, ease, grace, and abundance.

Nina has been featured in the C-Word Magazine, Elephant Journal, the Be Ruthless Podcast, and Art for Wellness Podcast. She is a contributing author to Inspired Living and the Faces of Mental Illness, and Anxiety.

Learn More: https://transcendthelight.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-nina-acosta-founder-ceo-of-transcend-the-light-transformational-life-coach-energy-healer-becoming-your-authentic-self]]>https://api.spreaker.com/episode/50668993Thu, 21 Jul 2022 15:54:47 +0000Mike Saunders, MBANina helps female entrepreneurs eliminate anxiety, stress, overwhelm, lack of self-worth, and confidence to live an authentic, unapologetic life 100% on their own terms. Her methodology combines psychology, science, and the woo-woo. Her deepest...Her methodology combines psychology, science, and the woo-woo. Her deepest desire is to guide others to rediscover their most authentic self!

She believes the key to creating the amazing life you desire starts with being connected to God, Source, Higher Power, the core of your purpose, and what you stand for!
Her mission is to activate women to stand in their power and claim their birthright to create a life of joy, ease, grace, and abundance.

Nina has been featured in the C-Word Magazine, Elephant Journal, the Be Ruthless Podcast, and Art for Wellness Podcast. She is a contributing author to Inspired Living and the Faces of Mental Illness, and Anxiety.

Learn More: https://transcendthelight.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-nina-acosta-founder-ceo-of-transcend-the-light-transformational-life-coach-energy-healer-becoming-your-authentic-self]]>1271influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-judy-carlson-fee-based-fiduciary-financial-professional-discussing-risks-to-the-safety-of-money-that-could-derail-a-fina--50656422
For the past 10 years, Judy’s passion is to Protect Families Financially using unique and innovative strategies typically not found in traditional financial planning approaches. Her practice bridges the gap between both the investment and insurance sides of the financial services business. Therefore, she can offer options and solutions to protect your money from downside market risk on either side of the equation.

Judy’s career has spanned public accounting, taxes, corporate finance, education, and 10 years ago she transitioned from corporate planning to personal planning.

Judy moved to Colorado 10 years ago with her two young adult children. She loves the sunshine, and enjoys exploring Colorado’s beauty. She is an outdoor girl with a big heart.

Learn More: https://judycarlson.com



Investment Adviser Representative of and advisory services offered through Royal Fund Management, LLC, a SEC Registered Adviser.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-judy-carlson-fee-based-fiduciary-financial-professional-discussing-risks-to-the-safety-of-money-that-could-derail-a-financial-plan]]>https://api.spreaker.com/episode/50656422Wed, 20 Jul 2022 12:08:12 +0000Mike Saunders, MBAJudy has been a CPA for over 40 years and has worked in the financial services business most of her career. She is an independent fee-based fiduciary financial planner and an independent licensed insurance agent. For the past 10 years, Judy’s...
For the past 10 years, Judy’s passion is to Protect Families Financially using unique and innovative strategies typically not found in traditional financial planning approaches. Her practice bridges the gap between both the investment and insurance sides of the financial services business. Therefore, she can offer options and solutions to protect your money from downside market risk on either side of the equation.

Judy’s career has spanned public accounting, taxes, corporate finance, education, and 10 years ago she transitioned from corporate planning to personal planning.

Judy moved to Colorado 10 years ago with her two young adult children. She loves the sunshine, and enjoys exploring Colorado’s beauty. She is an outdoor girl with a big heart.

Learn More: https://judycarlson.com



Investment Adviser Representative of and advisory services offered through Royal Fund Management, LLC, a SEC Registered Adviser.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-judy-carlson-fee-based-fiduciary-financial-professional-discussing-risks-to-the-safety-of-money-that-could-derail-a-financial-plan]]>1122influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-ahmie-e-baum-ceo-founder-of-interchange-capital-partners-discussing-exit-planning-for-business-owners--50656326
Ahmie has committed every day to helping clients and their families build financial safety nets. As a child, he experienced firsthand the challenges of financial hardship and consequently he has built his practice on the compassionate understanding of each client’s unique circumstances. Ahmie is committed to giving his clients the guidance, education and resources they need to make wise financial decisions that help them grow and protect their wealth while achieving their goals.

As a graduate from the University of Pittsburgh, Ahmie began his career with EF Hutton in 1973 and transitioned to UBS in 1993. During his 27 year career at UBS, he earned the prestigious Wealth Advisor designation. Nationally recognized, he has been named to the Barron’s Top 1,000 Financial Advisor List. Ahmie is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and received the Executive Certificate in Financial Planning from Duquesne University School of Leadership and Professional Advancement.

Ahmie and his wife, Sara, have 3 children and a granddaughter; they live in the Fox Chapel area. He has found yoga, meditation and plant-based eating to enhance his values of health, love and gratitude. He enjoys wood turning, golf, reading, music and biking as well as time with family and friends. He and Sara are very active within the charitable community.

Learn more: https://interchangecp.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-ahmie-e-baum-ceo-founder-of-interchange-capital-partners-discussing-exit-planning-for-business-owners]]>https://api.spreaker.com/episode/50656326Wed, 20 Jul 2022 11:58:02 +0000Mike Saunders, MBAAhmie E. Baum is the CEO and Founder of Interchange Capital Partners. Using a collaborative and comprehensive process developed over 40 years of practice in financial services, Ahmie has built a team that has passion for what they do that executes for...
Ahmie has committed every day to helping clients and their families build financial safety nets. As a child, he experienced firsthand the challenges of financial hardship and consequently he has built his practice on the compassionate understanding of each client’s unique circumstances. Ahmie is committed to giving his clients the guidance, education and resources they need to make wise financial decisions that help them grow and protect their wealth while achieving their goals.

As a graduate from the University of Pittsburgh, Ahmie began his career with EF Hutton in 1973 and transitioned to UBS in 1993. During his 27 year career at UBS, he earned the prestigious Wealth Advisor designation. Nationally recognized, he has been named to the Barron’s Top 1,000 Financial Advisor List. Ahmie is a CERTIFIED FINANCIAL PLANNER™ (CFP®) and received the Executive Certificate in Financial Planning from Duquesne University School of Leadership and Professional Advancement.

Ahmie and his wife, Sara, have 3 children and a granddaughter; they live in the Fox Chapel area. He has found yoga, meditation and plant-based eating to enhance his values of health, love and gratitude. He enjoys wood turning, golf, reading, music and biking as well as time with family and friends. He and Sara are very active within the charitable community.

Learn more: https://interchangecp.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-ahmie-e-baum-ceo-founder-of-interchange-capital-partners-discussing-exit-planning-for-business-owners]]>1073influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-christina-lael-tax-attorney-with-freedom-tax-plans--50656293
She is positively obsessed with helping clients structure their businesses in a way that legally saves them the maximum in taxes, funds their retirement accounts quicker, and avoids astronomical taxes when/if they sell.

Christina is one of only 60 tax coaches certified by the American Institute of Certified Tax Planners™, the premier organization providing ongoing education in proactive tax-planning strategies.

Christina is a frequent guest on popular podcasts, frequently speaks on changes in tax regulations, has released the book Thinking Outside The Tax Box, and is a popular instructor for several continuing education providers.

Learn more: https://FreedomTaxPlans.com

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-christina-lael-tax-attorney-with-freedom-tax-plans]]>https://api.spreaker.com/episode/50656293Wed, 20 Jul 2022 11:51:52 +0000Mike Saunders, MBAChristina Lael is a Certified Public Accountant, an attorney, a Certified Tax Planner, and a self-proclaimed “tax nerd.” She reads case law like some people binge-watch Netflix and gets excited when she discovers anything new. Apart from spending time...
She is positively obsessed with helping clients structure their businesses in a way that legally saves them the maximum in taxes, funds their retirement accounts quicker, and avoids astronomical taxes when/if they sell.

Christina is one of only 60 tax coaches certified by the American Institute of Certified Tax Planners™, the premier organization providing ongoing education in proactive tax-planning strategies.

Christina is a frequent guest on popular podcasts, frequently speaks on changes in tax regulations, has released the book Thinking Outside The Tax Box, and is a popular instructor for several continuing education providers.

Learn more: https://FreedomTaxPlans.com

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-christina-lael-tax-attorney-with-freedom-tax-plans]]>1328influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/joshua-sherrard-president-ceo-of-strategic-navigators-fringe-benefits-of-properly-structured-corporations-for-entrepreneurs--50620095
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. 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/





The figures provided herein are estimates and projections based on information provided by the potential Client and/or Client. Strategic Navigators Consulting, LLC (“SNC”) is not responsible for the Client’s financial position, business outcomes or legal structures. Because federal and state laws, statutes, rules, and regulations are subject to change at any time, specific results are not guaranteed. Client understands and agrees that any proposed benefits of SNC services require that the Client completely and consistently implement any and all recommendations of SNC services. Client further agrees that failure to completely and consistently implement any and all such recommendations is no fault of SNC. Client acknowledges, understands, and agrees that implementation of any recommendations by any third party that is not SNC shall not be the responsibility of SNC and Client agrees to undertake and accept any and all risks and consequences, financial or otherwise, of the implementation of the Consulting Services by anyone other than SNC.
**Savings is not net of cost and fees associated with planning.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/joshua-sherrard-president-ceo-of-strategic-navigators-fringe-benefits-of-properly-structured-corporations-for-entrepreneurs]]>https://api.spreaker.com/episode/50620095Mon, 18 Jul 2022 17:56:59 +0000Mike Saunders, MBAJosh 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...
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. 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/





The figures provided herein are estimates and projections based on information provided by the potential Client and/or Client. Strategic Navigators Consulting, LLC (“SNC”) is not responsible for the Client’s financial position, business outcomes or legal structures. Because federal and state laws, statutes, rules, and regulations are subject to change at any time, specific results are not guaranteed. Client understands and agrees that any proposed benefits of SNC services require that the Client completely and consistently implement any and all recommendations of SNC services. Client further agrees that failure to completely and consistently implement any and all such recommendations is no fault of SNC. Client acknowledges, understands, and agrees that implementation of any recommendations by any third party that is not SNC shall not be the responsibility of SNC and Client agrees to undertake and accept any and all risks and consequences, financial or otherwise, of the implementation of the Consulting Services by anyone other than SNC.
**Savings is not net of cost and fees associated with planning.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/joshua-sherrard-president-ceo-of-strategic-navigators-fringe-benefits-of-properly-structured-corporations-for-entrepreneurs]]>1591influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/joshua-sherrard-president-ceo-of-strategic-navigators-discussing-building-the-right-business-structure-for-success--50574674
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. 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/

The figures provided herein are estimates and projections based on information provided by the potential Client and/or Client. Strategic Navigators Consulting, LLC (“SNC”) is not responsible for the Client’s financial position, business outcomes or legal structures. Because federal and state laws, statutes, rules, and regulations are subject to change at any time, specific results are not guaranteed. Client understands and agrees that any proposed benefits of SNC services require that the Client completely and consistently implement any and all recommendations of SNC services. Client further agrees that failure to completely and consistently implement any and all such recommendations is no fault of SNC. Client acknowledges, understands, and agrees that implementation of any recommendations by any third party that is not SNC shall not be the responsibility of SNC and Client agrees to undertake and accept any and all risks and consequences, financial or otherwise, of the implementation of the Consulting Services by anyone other than SNC.

**Savings is not net of cost and fees associated with planning.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/joshua-sherrard-president-ceo-of-strategic-navigators-discussing-building-the-right-business-structure-for-success]]>https://api.spreaker.com/episode/50574674Thu, 14 Jul 2022 18:33:25 +0000Mike Saunders, MBAJosh 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...
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. 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/

The figures provided herein are estimates and projections based on information provided by the potential Client and/or Client. Strategic Navigators Consulting, LLC (“SNC”) is not responsible for the Client’s financial position, business outcomes or legal structures. Because federal and state laws, statutes, rules, and regulations are subject to change at any time, specific results are not guaranteed. Client understands and agrees that any proposed benefits of SNC services require that the Client completely and consistently implement any and all recommendations of SNC services. Client further agrees that failure to completely and consistently implement any and all such recommendations is no fault of SNC. Client acknowledges, understands, and agrees that implementation of any recommendations by any third party that is not SNC shall not be the responsibility of SNC and Client agrees to undertake and accept any and all risks and consequences, financial or otherwise, of the implementation of the Consulting Services by anyone other than SNC.

**Savings is not net of cost and fees associated with planning.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/joshua-sherrard-president-ceo-of-strategic-navigators-discussing-building-the-right-business-structure-for-success]]>2466influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-joshua-sherrard-president-ceo-of-strategic-navigators-on-applying-the-tax-code-to-reduce-entrepreneurs-tax-burden-by-40--50574600
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. 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/



The figures provided herein are estimates and projections based on information provided by the potential Client and/or Client. Strategic Navigators Consulting, LLC (“SNC”) is not responsible for the Client’s financial position, business outcomes or legal structures. Because federal and state laws, statutes, rules, and regulations are subject to change at any time, specific results are not guaranteed. Client understands and agrees that any proposed benefits of SNC services require that the Client completely and consistently implement any and all recommendations of SNC services. Client further agrees that failure to completely and consistently implement any and all such recommendations is no fault of SNC. Client acknowledges, understands, and agrees that implementation of any recommendations by any third party that is not SNC shall not be the responsibility of SNC and Client agrees to undertake and accept any and all risks and consequences, financial or otherwise, of the implementation of the Consulting Services by anyone other than SNC.

**Savings is not net of cost and fees associated with planning.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-joshua-sherrard-president-ceo-of-strategic-navigators-on-applying-the-tax-code-to-reduce-entrepreneurs-tax-burden-by-40-60]]>https://api.spreaker.com/episode/50574600Thu, 14 Jul 2022 18:27:11 +0000Mike Saunders, MBAJosh 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...
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. 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/



The figures provided herein are estimates and projections based on information provided by the potential Client and/or Client. Strategic Navigators Consulting, LLC (“SNC”) is not responsible for the Client’s financial position, business outcomes or legal structures. Because federal and state laws, statutes, rules, and regulations are subject to change at any time, specific results are not guaranteed. Client understands and agrees that any proposed benefits of SNC services require that the Client completely and consistently implement any and all recommendations of SNC services. Client further agrees that failure to completely and consistently implement any and all such recommendations is no fault of SNC. Client acknowledges, understands, and agrees that implementation of any recommendations by any third party that is not SNC shall not be the responsibility of SNC and Client agrees to undertake and accept any and all risks and consequences, financial or otherwise, of the implementation of the Consulting Services by anyone other than SNC.

**Savings is not net of cost and fees associated with planning.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-joshua-sherrard-president-ceo-of-strategic-navigators-on-applying-the-tax-code-to-reduce-entrepreneurs-tax-burden-by-40-60]]>2484influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/kevin-coffey-founder-and-ceo-of-complete-spectrum-financial-services-interviewed-on-the-influential-entrepreneurs-podcast-discussing-a-u--50559834
About Kevin Coffey

Kevin Coffey grew up in North Denver and is a native of Colorado. His company is built on old fashion values, which he learned from his grandparents, Flory Iacovetto & Rose Lombardi, who taught him that client satisfaction should mean more than earning money or increasing a company’s stock price. In addition, Kevin was inspired by his father, David Coffey, who taught him that hard work and honesty were the key elements to building a successful business. Kevin is very grateful to his clients and representatives who have placed trust in his recommendations and leadership. He graduated high school from Holy Family, and college from Colorado State University. Mr. Coffey has been helping people sleep better at night since 1991 by helping them answer difficult questions like: How can I pay for my child’s college education with as little out-of-pocket money as possible? What age can I retire? Can I live the lifestyle I want without outliving my money? What is the best way to leave tax-free money to my children, grandchildren, or a charity? How much money can I withdraw from my retirement accounts without running out of money?

Call us today to learn more:

(303) 922-4309

https://www.complete-spectrum.com/



Nothing in this presentation constitutes tax, legal, insurance, or investment advice, nor does it constitute a solicitation or an offer to buy or sell any security or other financial instrument. The purpose of this presentation is to provide you with general information. Before purchasing any products or making any changes to your finances, you should obtain competent investment and tax advice both as to tax treatment of the contract and the suitability of the investment.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/kevin-coffey-founder-and-ceo-of-complete-spectrum-financial-services-interviewed-on-the-influential-entrepreneurs-podcast-discussing-a-unique-tax-efficient-wealth-building-strategy]]>https://api.spreaker.com/episode/50559834Wed, 13 Jul 2022 15:51:12 +0000Mike Saunders, MBAKevin Coffey discusses his approach to helping his clients create a savings plan that makes sense for a successful future. Kevin Coffey, Founder, and CEO of Complete Spectrum Financial Services, Discusses His Approach to Helping His Clients with...
About Kevin Coffey

Kevin Coffey grew up in North Denver and is a native of Colorado. His company is built on old fashion values, which he learned from his grandparents, Flory Iacovetto & Rose Lombardi, who taught him that client satisfaction should mean more than earning money or increasing a company’s stock price. In addition, Kevin was inspired by his father, David Coffey, who taught him that hard work and honesty were the key elements to building a successful business. Kevin is very grateful to his clients and representatives who have placed trust in his recommendations and leadership. He graduated high school from Holy Family, and college from Colorado State University. Mr. Coffey has been helping people sleep better at night since 1991 by helping them answer difficult questions like: How can I pay for my child’s college education with as little out-of-pocket money as possible? What age can I retire? Can I live the lifestyle I want without outliving my money? What is the best way to leave tax-free money to my children, grandchildren, or a charity? How much money can I withdraw from my retirement accounts without running out of money?

Call us today to learn more:

(303) 922-4309

https://www.complete-spectrum.com/



Nothing in this presentation constitutes tax, legal, insurance, or investment advice, nor does it constitute a solicitation or an offer to buy or sell any security or other financial instrument. The purpose of this presentation is to provide you with general information. Before purchasing any products or making any changes to your finances, you should obtain competent investment and tax advice both as to tax treatment of the contract and the suitability of the investment.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/kevin-coffey-founder-and-ceo-of-complete-spectrum-financial-services-interviewed-on-the-influential-entrepreneurs-podcast-discussing-a-unique-tax-efficient-wealth-building-strategy]]>1176influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-charles-walt-wilson-retirement-strategist-discussing-helping-business-owners-with-the-successful-transition-out-of-their--50559785
Learn More: https://www.privatepensionbydesign.com/
https://waltwilson360.com/

*Obtain A Business Owners Financial Assessment Form*
This form guides an established business owner in assessing critical aspects in planning for the future, which is often neglected
https://www.privatepensionbydesign.com/about-3

Private Pension by Design is not recommending tax advice, and we suggest you contact your professional and licensed CPA or Tax Attorney for tax advice.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-charles-walt-wilson-retirement-strategist-discussing-helping-business-owners-with-the-successful-transition-out-of-their-business]]>https://api.spreaker.com/episode/50559785Wed, 13 Jul 2022 15:43:54 +0000Mike Saunders, MBACharles “Walt” Wilson established this company over ten years ago, to assist individuals and businesses in planning for retirement and building consistent growth while protecting their principal and providing certainty, clarity and guarantees. Private...
Learn More: https://www.privatepensionbydesign.com/
https://waltwilson360.com/

*Obtain A Business Owners Financial Assessment Form*
This form guides an established business owner in assessing critical aspects in planning for the future, which is often neglected
https://www.privatepensionbydesign.com/about-3

Private Pension by Design is not recommending tax advice, and we suggest you contact your professional and licensed CPA or Tax Attorney for tax advice.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-charles-walt-wilson-retirement-strategist-discussing-helping-business-owners-with-the-successful-transition-out-of-their-business]]>1740influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-david-weaver-franchise-expert-nationally-recognized-franchoice-consultant--50559730
He believes in wealth creation through business ownership and has owned or been a partner in seven different businesses over the years. He just recently once again completed the entire business cycle of analyze, purchase, build and sell. In addition to managing his current FranChoice consulting practice, David and his wife invest in franchise and real estate assets. This very real, first hand experience offers insight and true understanding to your investigation.

The entrepreneurial journey is one of continual learning, evolving, growing and accepting challenge. David’s philosophy and passion is centered on controlling one’s destiny through business ownership.

Learn more: https://www.franchiseyourfreedom.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-david-weaver-franchise-expert-nationally-recognized-franchoice-consultant]]>https://api.spreaker.com/episode/50559730Wed, 13 Jul 2022 15:36:58 +0000Mike Saunders, MBADavid embodies the Midwestern values of honesty and integrity in all aspects of life. He was born and raised in Indiana and got his first taste of business ownership by watching both parents build and operate successful businesses. David’s career took...
He believes in wealth creation through business ownership and has owned or been a partner in seven different businesses over the years. He just recently once again completed the entire business cycle of analyze, purchase, build and sell. In addition to managing his current FranChoice consulting practice, David and his wife invest in franchise and real estate assets. This very real, first hand experience offers insight and true understanding to your investigation.

The entrepreneurial journey is one of continual learning, evolving, growing and accepting challenge. David’s philosophy and passion is centered on controlling one’s destiny through business ownership.

Learn more: https://www.franchiseyourfreedom.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-david-weaver-franchise-expert-nationally-recognized-franchoice-consultant]]>1206influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-marc-beshears-entrepreneur-and-founder-of-top-wealth-agenda--50547923Marc, a successful entrepreneur, is a leader in a variety of industries and owns four prospering companies in Florida. He thrives as a financial mentor and belongs to an exclusive group of top insurance professionals under the Bank on Yourself brand. Since joining this elite group, Marc has been named Producer of the Year, 3x Top Five Producer of the Year, 4x Top Ten Producer of the Year. He is co-author of the #1 Amazon bestseller The Secret to Lifetime Financial Security.
Over the years, Marc has helped hundreds of clients take control of their finances and reach their financial goals without taking unnecessary risks. That’s why his clients think of him as their “secret weapon”, helping them build and safeguard their wealth.

Marc is founder of Top Wealth Agenda and started his business following the 2008 financial crisis when he was compelled to teach others how to avoid financial losses and hardships by using properly designed insurance strategies to provide multiple benefits for families and business owners.

Learn more: https://topwealthagenda.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-marc-beshears-entrepreneur-and-founder-of-top-wealth-agenda]]>https://api.spreaker.com/episode/50547923Tue, 12 Jul 2022 15:33:25 +0000Mike Saunders, MBAMarc Beshears is on a mission to educate individuals, families, and business owners on how to achieve their financial certainty by growing, protecting, and leveraging their wealth in a safe and predictable environment. Marc, a successful...Marc, a successful entrepreneur, is a leader in a variety of industries and owns four prospering companies in Florida. He thrives as a financial mentor and belongs to an exclusive group of top insurance professionals under the Bank on Yourself brand. Since joining this elite group, Marc has been named Producer of the Year, 3x Top Five Producer of the Year, 4x Top Ten Producer of the Year. He is co-author of the #1 Amazon bestseller The Secret to Lifetime Financial Security.
Over the years, Marc has helped hundreds of clients take control of their finances and reach their financial goals without taking unnecessary risks. That’s why his clients think of him as their “secret weapon”, helping them build and safeguard their wealth.

Marc is founder of Top Wealth Agenda and started his business following the 2008 financial crisis when he was compelled to teach others how to avoid financial losses and hardships by using properly designed insurance strategies to provide multiple benefits for families and business owners.

Learn more: https://topwealthagenda.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-marc-beshears-entrepreneur-and-founder-of-top-wealth-agenda]]>1278influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-david-salinas-entrepreneur-investor-and-co-founder-of-digital-surgeons--50547828
While CEO of Digital Surgeons, David partnered and launched numerous businesses including being the founder and visionary behind District, a $25M technology and innovation startup ecosystem and real estate development. David’s vision for District stems from his years as an entrepreneur, his passion for economic development, and his desire to improve the environment for small businesses and the communities in which they grow. Other investments and launches include Arccos Golf, Specialty Food Partners (Fmr. Fresh Nation), District Cowork, District Athletic Club, and Venn.

David recognized workforce talent was a key pillar to the local economy and startup ecosystem and founded and chairs District Arts + Education (DAE), a nonprofit with a mission of providing educational and developmental opportunities that prepare individuals for meaningful data and digital-centric careers that serve humanity, build community, and deepen health and prosperity for all.

Additionally, David has mentored at a variety of incubators and accelerators including the Yale Entrepreneurial Institute (YEI), a fellowship program at the university that incubates early stage startups. In 2019, David was asked to serve on the Connecticut Innovation Council for US Senator Chris Murphy and was included in Connecticut Magazine’s 40 Under 40.

Learn more: https://www.digitalsurgeons.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-david-salinas-entrepreneur-investor-and-co-founder-of-digital-surgeons]]>https://api.spreaker.com/episode/50547828Tue, 12 Jul 2022 15:25:25 +0000Mike Saunders, MBADavid Salinas is a serial entrepreneur and investor. In 2007 he co-founded Digital Surgeons and served as its CEO for over a decade. Under his leadership, the agency delivered award-winning results for clients like Lady Gaga and the U.S Open. Today,...
While CEO of Digital Surgeons, David partnered and launched numerous businesses including being the founder and visionary behind District, a $25M technology and innovation startup ecosystem and real estate development. David’s vision for District stems from his years as an entrepreneur, his passion for economic development, and his desire to improve the environment for small businesses and the communities in which they grow. Other investments and launches include Arccos Golf, Specialty Food Partners (Fmr. Fresh Nation), District Cowork, District Athletic Club, and Venn.

David recognized workforce talent was a key pillar to the local economy and startup ecosystem and founded and chairs District Arts + Education (DAE), a nonprofit with a mission of providing educational and developmental opportunities that prepare individuals for meaningful data and digital-centric careers that serve humanity, build community, and deepen health and prosperity for all.

Additionally, David has mentored at a variety of incubators and accelerators including the Yale Entrepreneurial Institute (YEI), a fellowship program at the university that incubates early stage startups. In 2019, David was asked to serve on the Connecticut Innovation Council for US Senator Chris Murphy and was included in Connecticut Magazine’s 40 Under 40.

Learn more: https://www.digitalsurgeons.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-david-salinas-entrepreneur-investor-and-co-founder-of-digital-surgeons]]>1348influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-bob-chitrathorn-co-founder-of-simplified-wealth-management--50462100In 2016 Bob was asked to contribute a chapter to a book authored by motivational speaker Brian Tracy.
The book, “Success Manifesto: The World’s Leading Entrepreneurs & Professionals Reveal Their Secrets to Mastering Health, Wealth & Lifestyle,” was an opportunity for Bob to share his love for planning and for his clients.
He holds the Series 6, Series 7, Series 63 registrations with LPL Financial, and Series 65 registration with Strategic Wealth Advisors Group, LLC, and life, health and long-term care insurance licenses. Bob Chitrathorn is a registered representative with LPL Financial.
Bob has been married to the love of his life, Brittany, for eight years. They live in their Riverside, CA home with their rescue dog, Mazy, a pool, putting green, and a Pittsburgh Steelers themed bar that’s perfect for Sunday Night Football.
Suthipong R. Chitrathorn |California | 391 N. Main Street, Suite 107, Corona CA 92878 | CA Insurance License # 0E63308

Learn More:
https://planwithbob.com/

Simplified Wealth Management, and LPL Financial do not provide legal advice or tax services. Please consult your legal advisor or tax advisor regarding your specific situation.
Prior to investing in a 529 Plan investors should consider whether the investor’s or designated beneficiary’s home state offers any state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors that are only available for investments in such state’s qualified tuition program. Withdrawals used for qualified expenses are federally tax free. Tax treatment at the state level may vary. Please consult with your tax advisor before investing
Contributions to a traditional IRA may be tax deductible in the contribution year, with current income tax due at withdrawal. Withdrawals prior to age 59 ½ may result in a 10% IRS penalty tax in addition to current income tax.
A Roth IRA offers tax deferral on any earnings in the account. Qualified withdrawals of earnings from the account are tax-free. Withdrawals of earnings prior to age 59 ½ or prior to the account being opened for 5 years, whichever is later, may result in a 10% IRS penalty tax. Limitations and restrictions may apply.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-bob-chitrathorn-co-founder-of-simplified-wealth-management]]>https://api.spreaker.com/episode/50462100Mon, 04 Jul 2022 19:04:25 +0000Mike Saunders, MBAIn 2004, Bob became a financial advisor, which was an opportunity to make a good living, while helping others make sound decisions for their own financial lives. In 2016 Bob was asked to contribute a chapter to a book authored by motivational speaker...In 2016 Bob was asked to contribute a chapter to a book authored by motivational speaker Brian Tracy.
The book, “Success Manifesto: The World’s Leading Entrepreneurs & Professionals Reveal Their Secrets to Mastering Health, Wealth & Lifestyle,” was an opportunity for Bob to share his love for planning and for his clients.
He holds the Series 6, Series 7, Series 63 registrations with LPL Financial, and Series 65 registration with Strategic Wealth Advisors Group, LLC, and life, health and long-term care insurance licenses. Bob Chitrathorn is a registered representative with LPL Financial.
Bob has been married to the love of his life, Brittany, for eight years. They live in their Riverside, CA home with their rescue dog, Mazy, a pool, putting green, and a Pittsburgh Steelers themed bar that’s perfect for Sunday Night Football.
Suthipong R. Chitrathorn |California | 391 N. Main Street, Suite 107, Corona CA 92878 | CA Insurance License # 0E63308

Learn More:
https://planwithbob.com/

Simplified Wealth Management, and LPL Financial do not provide legal advice or tax services. Please consult your legal advisor or tax advisor regarding your specific situation.
Prior to investing in a 529 Plan investors should consider whether the investor’s or designated beneficiary’s home state offers any state tax or other state benefits such as financial aid, scholarship funds, and protection from creditors that are only available for investments in such state’s qualified tuition program. Withdrawals used for qualified expenses are federally tax free. Tax treatment at the state level may vary. Please consult with your tax advisor before investing
Contributions to a traditional IRA may be tax deductible in the contribution year, with current income tax due at withdrawal. Withdrawals prior to age 59 ½ may result in a 10% IRS penalty tax in addition to current income tax.
A Roth IRA offers tax deferral on any earnings in the account. Qualified withdrawals of earnings from the account are tax-free. Withdrawals of earnings prior to age 59 ½ or prior to the account being opened for 5 years, whichever is later, may result in a 10% IRS penalty tax. Limitations and restrictions may apply.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-bob-chitrathorn-co-founder-of-simplified-wealth-management]]>1532influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-merrit-strunk-founder-of-momentum-financial-insurance-services-author-of-your-retirement-un-broken--50462005• Certified Financial Fiduciary (CFF)
• Former President San Diego Chapter – Society for Financial Awareness – SOFA (a non-profit 501(c)(3) organization)
• President/Founder of California College Planning
• Senior Instructor – Adult Financial Education Foundation (AFES), a 501(c)(3) non-profit organization
• Author – Your Retirement (UN)Broken

Merrit is the creator of the Momentum LifeYield Process™. This process was created and refined primarily for individuals and small business owners aspiring to have a work optional lifestyle in retirement. This unique process ideally results in substantial wealth growth, paying fewer taxes, providing down market protection and more income over a lifetime.
Merrit has been a business leader all his life. In his 30s & 40s, he successfully led marketing for fortune 500 brands, he has also traveled around the world speaking on Business, Financial and Personal Achievement. Later in his career, he was a repeat C-Suite executive for multibillion dollar financial and insurance organizations and successfully built top-performing teams around the United States.
Merrit has been a frequent featured speaker at industry events, radio, and video. He has always been passionate about financial education. This is precisely why he volunteers his time to non-profit organizations working toward ending Financial Illiteracy in America.
He has been married for 30 years and has two children. He is a former Texas Intercollegiate black belt champion, medalist in relay triathlons, avid road cyclist, holds two US patents and is Author of Your Retirement (Un)Broken. He has been a past board member of the Midwest Multiple Sclerosis Chapter and supports the Children’s Tumor Foundation.
Momentum LifeYield Process™ and our Team Based Approach incorporates what matters most to our client’s lives and controls what is needed to address the primary factors that impact a successful financial future. Through our process we seek to provide our clients with Clarity, Comfort and Confidence in knowing their plan is solid.
Our services are based on Seven Core Pillars that benefit our clients.
Wealth Management Risk Management Tax Planning Estate Planning
Cash Management Philanthropy Value Added Services

Learn More: https://momentumfsgroup.com/



Advisory services are offered through Momentum Financial and Insurance Services LLC, an Investment Advisor. Insurance products and services are offered through Merrit Strunk, Independent Agent (CA Lic. #0L7510). Certified Financial Fiduciary (CFF) is a FINRA-recognized professional certification.

References:
https://www.washingtonpost.com/business/2020/05/04/baby-boomers-retirement/
https://pressroom.vanguard.com/nonindexed/Research-How-America-Saves-2019-Report.pdf
https://www.transamericacenter.org/retirement-research/ retirement-survey
http://www.pensionrights.org/publications/statistic/income-today%E2%80%99s-older-adults

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-merrit-strunk-founder-of-momentum-financial-insurance-services-author-of-your-retirement-unbroken]]>https://api.spreaker.com/episode/50462005Mon, 04 Jul 2022 18:54:48 +0000Mike Saunders, MBA• Registered Investment Advisory • Certified Financial Fiduciary (CFF) • Former President San Diego Chapter – Society for Financial Awareness – SOFA (a non-profit 501(c)(3) organization) • President/Founder of California College Planning • Senior...• Certified Financial Fiduciary (CFF)
• Former President San Diego Chapter – Society for Financial Awareness – SOFA (a non-profit 501(c)(3) organization)
• President/Founder of California College Planning
• Senior Instructor – Adult Financial Education Foundation (AFES), a 501(c)(3) non-profit organization
• Author – Your Retirement (UN)Broken

Merrit is the creator of the Momentum LifeYield Process™. This process was created and refined primarily for individuals and small business owners aspiring to have a work optional lifestyle in retirement. This unique process ideally results in substantial wealth growth, paying fewer taxes, providing down market protection and more income over a lifetime.
Merrit has been a business leader all his life. In his 30s & 40s, he successfully led marketing for fortune 500 brands, he has also traveled around the world speaking on Business, Financial and Personal Achievement. Later in his career, he was a repeat C-Suite executive for multibillion dollar financial and insurance organizations and successfully built top-performing teams around the United States.
Merrit has been a frequent featured speaker at industry events, radio, and video. He has always been passionate about financial education. This is precisely why he volunteers his time to non-profit organizations working toward ending Financial Illiteracy in America.
He has been married for 30 years and has two children. He is a former Texas Intercollegiate black belt champion, medalist in relay triathlons, avid road cyclist, holds two US patents and is Author of Your Retirement (Un)Broken. He has been a past board member of the Midwest Multiple Sclerosis Chapter and supports the Children’s Tumor Foundation.
Momentum LifeYield Process™ and our Team Based Approach incorporates what matters most to our client’s lives and controls what is needed to address the primary factors that impact a successful financial future. Through our process we seek to provide our clients with Clarity, Comfort and Confidence in knowing their plan is solid.
Our services are based on Seven Core Pillars that benefit our clients.
Wealth Management Risk Management Tax Planning Estate Planning
Cash Management Philanthropy Value Added Services

Learn More: https://momentumfsgroup.com/



Advisory services are offered through Momentum Financial and Insurance Services LLC, an Investment Advisor. Insurance products and services are offered through Merrit Strunk, Independent Agent (CA Lic. #0L7510). Certified Financial Fiduciary (CFF) is a FINRA-recognized professional certification.

References:
https://www.washingtonpost.com/business/2020/05/04/baby-boomers-retirement/
https://pressroom.vanguard.com/nonindexed/Research-How-America-Saves-2019-Report.pdf
https://www.transamericacenter.org/retirement-research/ retirement-survey
http://www.pensionrights.org/publications/statistic/income-today%E2%80%99s-older-adults

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: 1643influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-charles-walt-wilson-retirement-strategist-discussing-permanent-life-insurance-strategy-for-stretching-your-retirement-fun--50407822
Learn More: https://www.privatepensionbydesign.com/
https://waltwilson360.com/

Private Pension by Design is not recommending tax advice and we suggest you contact your professional and licensed CPA or Tax Attorney for tax advice.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-charles-walt-wilson-retirement-strategist-discussing-permanent-life-insurance-strategy-for-stretching-your-retirement-funds]]>https://api.spreaker.com/episode/50407822Wed, 29 Jun 2022 18:17:22 +0000Mike Saunders, MBACharles “Walt” Wilson established this company over ten years ago, to assist individuals and businesses in planning for retirement and building consistent growth while protecting their principal and providing certainty, clarity and guarantees. Private...
Learn More: https://www.privatepensionbydesign.com/
https://waltwilson360.com/

Private Pension by Design is not recommending tax advice and we suggest you contact your professional and licensed CPA or Tax Attorney for tax advice.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-charles-walt-wilson-retirement-strategist-discussing-permanent-life-insurance-strategy-for-stretching-your-retirement-funds]]>1405influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-scott-rigby-ph-d-behavioral-scientist-author-creator-of-the-motivationworks-platform-personalized-employee-engagement--50407549
Learn more: https://immersyve.com/
https://motivationworks.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-scott-rigby-ph-d-behavioral-scientist-author-creator-of-the-motivationworks-platform-personalized-employee-engagement]]>https://api.spreaker.com/episode/50407549Wed, 29 Jun 2022 17:44:19 +0000Mike Saunders, MBAScott Rigby, Ph.D. is a behavioral scientist, author, and founder/CEO of Immersyve Inc., a company dedicated to applying behavioral science to improve experiences, well-being, and performance. Scott and Immersyve work with both small and large...
Learn more: https://immersyve.com/
https://motivationworks.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-scott-rigby-ph-d-behavioral-scientist-author-creator-of-the-motivationworks-platform-personalized-employee-engagement]]>1475influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-charles-walt-wilson-retirement-strategist-discussing-the-key-employee-benefit-strategy--50394382
Private Pension by Design informs and educates individuals and businesses about alternative concept in planning for retirement. You should have freedom to design a plan which you control – one that provides tax advantages, gives you access to your money without penalties, guarantees you a reasonable return, and provides lifetime income for retirement. I have over 50 years in the financial services industry.

Learn More: https://www.privatepensionbydesign.com/
https://waltwilson360.com/

*Obtain A Business Owners Financial Assessment Form*
This form guides a established business owner is assessing critical aspects in planning for the future which is often neglected
https://www.privatepensionbydesign.com/about-3



Private Pension by Design is not recommending tax advice and we suggest you contact your professional and licensed CPA or Tax Attorney for tax advice.


Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-charles-walt-wilson-retirement-strategist-discussing-the-key-employee-benefit-strategy]]>https://api.spreaker.com/episode/50394382Tue, 28 Jun 2022 17:03:00 +0000Mike Saunders, MBACharles “Walt” Wilson established this company over ten years ago, to assist individuals and businesses in planning for retirement and building consistent growth while protecting their principal and providing certainty, clarity and guarantees....
Private Pension by Design informs and educates individuals and businesses about alternative concept in planning for retirement. You should have freedom to design a plan which you control – one that provides tax advantages, gives you access to your money without penalties, guarantees you a reasonable return, and provides lifetime income for retirement. I have over 50 years in the financial services industry.

Learn More: https://www.privatepensionbydesign.com/
https://waltwilson360.com/

*Obtain A Business Owners Financial Assessment Form*
This form guides a established business owner is assessing critical aspects in planning for the future which is often neglected
https://www.privatepensionbydesign.com/about-3



Private Pension by Design is not recommending tax advice and we suggest you contact your professional and licensed CPA or Tax Attorney for tax advice.


Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-charles-walt-wilson-retirement-strategist-discussing-the-key-employee-benefit-strategy]]>1125influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-randy-molland-co-founder-of-the-reinvestors-a-real-estate-investment-and-educational-company--50324507
He also co leads a mastermind for investors where they all work together to create bigger opportunities and support each other to achieve more.

Although real estate is where his entrepreneurial journey started, His true passion lies in the bigger mission of wanting to inspire people with their #GoBigToGiveBig movement where they encourage others to go bigger with their dreams and goals so that you can give bigger with their profits.

Randy is leading the charge of the mission by hosting a podcast called GoBigToGiveBig where he is making others aware of how easy it is to start giving back from the beginning of building a company and inspiring 6 figure earners to become 7 figure givers!

One Favourite Quote
“Money does not change people, it just exposes who they really are”

Learn more:

Facebook Personal – @RandyMolland
Facebook Business- @thereinvestors
Facebook Group – @thereinvestorscommunity

Instagram personal – @RandyMolland
Instagram Business – @The_Reinvestors

Podcast: https://www.gobigtogivebig.com

Email – randy@thereinvestors.ca

Website – https://www.thereinvestors.ca

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-randy-molland-co-founder-of-the-reinvestors-a-real-estate-investment-and-educational-company]]>https://api.spreaker.com/episode/50324507Fri, 24 Jun 2022 18:00:34 +0000Mike Saunders, MBARandy is a Co-Founder of a real estate investment and educational company called The REINVESTORS where they help investors get connected to incredible investment opportunities. He also co leads a mastermind for investors where they all work...
He also co leads a mastermind for investors where they all work together to create bigger opportunities and support each other to achieve more.

Although real estate is where his entrepreneurial journey started, His true passion lies in the bigger mission of wanting to inspire people with their #GoBigToGiveBig movement where they encourage others to go bigger with their dreams and goals so that you can give bigger with their profits.

Randy is leading the charge of the mission by hosting a podcast called GoBigToGiveBig where he is making others aware of how easy it is to start giving back from the beginning of building a company and inspiring 6 figure earners to become 7 figure givers!

One Favourite Quote
“Money does not change people, it just exposes who they really are”

Learn more:

Facebook Personal – @RandyMolland
Facebook Business- @thereinvestors
Facebook Group – @thereinvestorscommunity

Instagram personal – @RandyMolland
Instagram Business – @The_Reinvestors

Podcast: https://www.gobigtogivebig.com

Email – randy@thereinvestors.ca

Website – https://www.thereinvestors.ca

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-randy-molland-co-founder-of-the-reinvestors-a-real-estate-investment-and-educational-company]]>1175influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-gina-creson-real-estate-agent-owner-of-southern-grace-homes-when-is-the-right-time-to-consider-an-active-adult-community--50309476
Learn More: https://www.southerngracehomes.net/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-gina-creson-real-estate-agent-owner-of-southern-grace-homes-when-is-the-right-time-to-consider-an-active-adult-community]]>https://api.spreaker.com/episode/50309476Thu, 23 Jun 2022 16:27:54 +0000Mike Saunders, MBAI help clients achieve their goal of homeownership one HOME at a time. I provide personalized service and guide my clients through the emotional journey of buying and selling. I have acquired knowledge and experience in all aspects of real estate by...
Learn More: https://www.southerngracehomes.net/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-gina-creson-real-estate-agent-owner-of-southern-grace-homes-when-is-the-right-time-to-consider-an-active-adult-community]]>1339influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-zachary-hoffman-founder-of-swaleadership-transformation-coach-and-award-winning-author--50309351
Learn more: https://swaleadership.onuniverse.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-zachary-hoffman-founder-of-swaleadership-transformation-coach-and-award-winning-author]]>https://api.spreaker.com/episode/50309351Thu, 23 Jun 2022 16:16:06 +0000Mike Saunders, MBAZac is an Italian/American dual citizen, effective leadership developer, transformation coach, award winning author, and former professional American football player. Originally from a small, rural town in Western Pennsylvania (USA), he has spent his...
Learn more: https://swaleadership.onuniverse.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-zachary-hoffman-founder-of-swaleadership-transformation-coach-and-award-winning-author]]>1204influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-gina-creson-real-estate-agent-owner-of-southern-grace-homes-selling-homes-for-maximum-dollar--50281720
Learn More: https://www.southerngracehomes.net/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-gina-creson-real-estate-agent-owner-of-southern-grace-homes-selling-homes-for-maximum-dollar]]>https://api.spreaker.com/episode/50281720Tue, 21 Jun 2022 17:33:31 +0000Mike Saunders, MBAI help clients achieve their goal of homeownership one HOME at a time. I provide personalized service and guide my clients through the emotional journey of buying and selling. I have acquired knowledge and experience in all aspects of real estate by...
Learn More: https://www.southerngracehomes.net/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-gina-creson-real-estate-agent-owner-of-southern-grace-homes-selling-homes-for-maximum-dollar]]>1379influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-judy-carlson-fee-based-fiduciary-financial-professional-risks-to-the-safety-of-money-that-could-derail-a-financial-plan--50265926For the past 10 years, Judy’s passion is to Protect Families Financially using unique and innovative strategies typically not found in traditional financial planning approaches. Her practice bridges the gap between both the investment and insurance sides of the financial services business. Therefore, she can offer options and solutions to protect your money from downside market risk on either side of the equation.

Judy’s career has spanned public accounting, taxes, corporate finance, education, and 10 years ago she transitioned from corporate planning to personal planning.
Judy moved to Colorado 10 years ago with her two young adult children. She loves the sunshine, and enjoys exploring Colorado’s beauty. She is an outdoor girl with a big heart.

Investment Adviser Representative of and advisory services offered through Royal Fund Management, LLC, a SEC Registered Adviser.

Learn More- https://judycarlson.com

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-judy-carlson-fee-based-fiduciary-financial-professional-discussing-the-importance-of-tax-elimination-strategies-prior-to-wealth-distribution]]>https://api.spreaker.com/episode/50265926Mon, 20 Jun 2022 14:50:17 +0000Mike Saunders, MBAJudy has been a CPA for over 40 years and has worked in the financial services business most of her career. She is an independent fee-based fiduciary financial planner and an independent licensed insurance agent. For the past 10 years, Judy’s passion...For the past 10 years, Judy’s passion is to Protect Families Financially using unique and innovative strategies typically not found in traditional financial planning approaches. Her practice bridges the gap between both the investment and insurance sides of the financial services business. Therefore, she can offer options and solutions to protect your money from downside market risk on either side of the equation.

Judy’s career has spanned public accounting, taxes, corporate finance, education, and 10 years ago she transitioned from corporate planning to personal planning.
Judy moved to Colorado 10 years ago with her two young adult children. She loves the sunshine, and enjoys exploring Colorado’s beauty. She is an outdoor girl with a big heart.

Investment Adviser Representative of and advisory services offered through Royal Fund Management, LLC, a SEC Registered Adviser.

Learn More- https://judycarlson.com

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-judy-carlson-fee-based-fiduciary-financial-professional-discussing-the-importance-of-tax-elimination-strategies-prior-to-wealth-distribution]]>1079influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-todd-smith-cfp-president-ceo-of-level-5-financial-discussing-the-family-office-client-experience--50265585
Since 2012, Todd has focused on working with Accountants and other tax professionals, helping them offer more proactive and holistic planning to their clients. In doing so he formally launched Level 5 Financial and Level 5 Insurance Services. As a business owner and entrepreneur, himself, Todd enjoys designing creative wealth creation & preservation strategies, advanced tax mitigation, and business optimization within a virtual family office ecosystem to maximize the potential of business owners and families..

Todd is a lifelong learner; he typically aims to read at least 25-30 books and log an average of 40 hours of continuing education annually. Todd has earned some of the most of the coveted industry designations such as Certified Financial Planner®, Charted Financial Consultant®, Certified Tax Master®, and Certification in Long-Term CareTM. Todd currently resides in Colorado Springs with his wife and son. Outside of work, you can find him enjoying the great outdoors, at the ice hockey rink, or planning his next trip

Learn More: http://www.level5financial.com/

LEVEL 5 FINANCIAL, LLC FIRST (“L5F”) is a registered investment adviser offering advisory services in the State(s) of Colorado and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this information on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by L5F in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. All written content on this site is for information purposes only. Opinions expressed herein are solely those of L5F, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-todd-smith-cfp-president-ceo-of-level-5-financial-discussing-the-family-office-client-experience]]>https://api.spreaker.com/episode/50265585Mon, 20 Jun 2022 14:42:32 +0000Mike Saunders, MBATodd began his financial services career in the late 1990’s working for Prudential Securities in NY soon after graduating from Hamilton College. Since then, he has developed a diverse and valuable financial background as an investor and advisor,...
Since 2012, Todd has focused on working with Accountants and other tax professionals, helping them offer more proactive and holistic planning to their clients. In doing so he formally launched Level 5 Financial and Level 5 Insurance Services. As a business owner and entrepreneur, himself, Todd enjoys designing creative wealth creation & preservation strategies, advanced tax mitigation, and business optimization within a virtual family office ecosystem to maximize the potential of business owners and families..

Todd is a lifelong learner; he typically aims to read at least 25-30 books and log an average of 40 hours of continuing education annually. Todd has earned some of the most of the coveted industry designations such as Certified Financial Planner®, Charted Financial Consultant®, Certified Tax Master®, and Certification in Long-Term CareTM. Todd currently resides in Colorado Springs with his wife and son. Outside of work, you can find him enjoying the great outdoors, at the ice hockey rink, or planning his next trip

Learn More: http://www.level5financial.com/

LEVEL 5 FINANCIAL, LLC FIRST (“L5F”) is a registered investment adviser offering advisory services in the State(s) of Colorado and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this information on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by L5F in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. All written content on this site is for information purposes only. Opinions expressed herein are solely those of L5F, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-todd-smith-cfp-president-ceo-of-level-5-financial-discussing-the-family-office-client-experience]]>1694influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-vince-shorb-ceo-of-the-national-financial-educators-council--50240968
Besides building the NFEC, Vince is a leading advocate for financial wellness and is committed to helping people with their personal finances so they can live more rewarding, secure lives.

Learn more: https://www.financialeducatorscouncil.org/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-vince-shorb-ceo-of-the-national-financial-educators-council]]>https://api.spreaker.com/episode/50240968Fri, 17 Jun 2022 18:27:00 +0000Mike Saunders, MBAVince Shorb is CEO of the National Financial Educators Council and founded the company in 2006 to deliver financial education and coaching services that help people work toward greater financial strength. Today, the NFEC supports individuals and...
Besides building the NFEC, Vince is a leading advocate for financial wellness and is committed to helping people with their personal finances so they can live more rewarding, secure lives.

Learn more: https://www.financialeducatorscouncil.org/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-vince-shorb-ceo-of-the-national-financial-educators-council]]>1094influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-gina-creson-real-estate-agent-owner-of-southern-grace-homes--50230623
Learn More: https://www.southerngracehomes.net/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-gina-creson-real-estate-agent-owner-of-southern-grace-homes]]>https://api.spreaker.com/episode/50230623Thu, 16 Jun 2022 20:18:40 +0000Mike Saunders, MBAI help clients achieve their goal of homeownership one HOME at a time. I provide personalized service and guide my clients through the emotional journey of buying and selling. I have acquired knowledge and experience in all aspects of real estate by...
Learn More: https://www.southerngracehomes.net/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-gina-creson-real-estate-agent-owner-of-southern-grace-homes]]>1169influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-sybil-ackerman-munson-donor-advisor-and-founder-of-do-your-good--50230193
It’s possible to purposely give and make a positive impact on the world no matter how busy you are or how much money you have to give. I will show you how.

Learn more: https://www.doyourgood.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-sybil-ackerman-munson-donor-advisor-and-founder-of-do-your-good]]>https://api.spreaker.com/episode/50230193Thu, 16 Jun 2022 19:59:22 +0000Mike Saunders, MBAWith over 20 years of experience as a nonprofit professional and foundation advisor, I tap into my vast experience and knowledge from working with donors who I have helped to give away over $45 million in large and small donations to offer you...
It’s possible to purposely give and make a positive impact on the world no matter how busy you are or how much money you have to give. I will show you how.

Learn more: https://www.doyourgood.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-sybil-ackerman-munson-donor-advisor-and-founder-of-do-your-good]]>1274influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-john-turner-annuity-sales-expert-and-president-of-selax-brokerage--50229985In his most recent role, John provided Executive leadership growing production from startup phase to $250 million in annuity sales within three years.
Prior to that John worked for an IMO where he created a system to grow the annuity business from approximately $300 million to more the $750 million during his tenure.
In the early part of his career, John spent 13 years with Charles Schwab & Co Inc., where he managed over $180 million AUM, and learned how to allocate annuity solutions as part of
a complex client’s portfolio.
John attended Columbia Union College (WAU) on a sports and leadership scholarship and The University of Alabama Financial Planning School of CHES. In addition, he holds the Accredited
Asset Management Specialist (AAMS) designation from The College of Financial Planning and The Accredited Investment Fiduciary (AIF) from fi360.
John has been passionate about Diversity, Equity, and Inclusion, since the beginning of his career. As a Sr. Executive in the industry his mission is to continue to be a catalyst for inclusive change
while creating technology that will revolutionize how we do business.

Learn More: https://selaxbrokerage.com | https://www.JohnTurner360.com

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-john-turner-annuity-sales-expert-and-president-of-selax-brokerage]]>https://api.spreaker.com/episode/50229985Thu, 16 Jun 2022 19:48:17 +0000Mike Saunders, MBAJohn has 25+ years brokerage experience. He has developed and expanded relationships with Broker Dealers, RIA’s, Insurance Carriers, Banks and other Wall Street firms. In his most recent role, John provided Executive leadership growing production...In his most recent role, John provided Executive leadership growing production from startup phase to $250 million in annuity sales within three years.
Prior to that John worked for an IMO where he created a system to grow the annuity business from approximately $300 million to more the $750 million during his tenure.
In the early part of his career, John spent 13 years with Charles Schwab & Co Inc., where he managed over $180 million AUM, and learned how to allocate annuity solutions as part of
a complex client’s portfolio.
John attended Columbia Union College (WAU) on a sports and leadership scholarship and The University of Alabama Financial Planning School of CHES. In addition, he holds the Accredited
Asset Management Specialist (AAMS) designation from The College of Financial Planning and The Accredited Investment Fiduciary (AIF) from fi360.
John has been passionate about Diversity, Equity, and Inclusion, since the beginning of his career. As a Sr. Executive in the industry his mission is to continue to be a catalyst for inclusive change
while creating technology that will revolutionize how we do business.

Learn More: https://selaxbrokerage.com | https://www.JohnTurner360.com

Influential Entrepreneurs with Mike Saunders
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Source: https://businessinnovatorsradio.com/interview-with-john-turner-annuity-sales-expert-and-president-of-selax-brokerage]]>898influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-marty-waters-retirement-success-coach--50201062As a former Registered Investment Advisor turned Retirement Success Coach, he has found that retirement is among the most fascinating, yet least understood phases of life. Through in-depth research, interviews, workshops, and his own experience watching how unprepared his own father was for the non-financial aspects of retirement, he’s developed a powerful formula to tackle the mental, social, physical, spiritual, and financial aspects of retirement. His objective is simple: to help people create a no-regrets retirement plan customized to their own values, beliefs, and goals for their encore presentation of life!

Learn More: http://martywaters.com/ | https://www.linkedin.com/in/martin-t-waters-mba-cprc-87b9018/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-marty-waters-retirement-success-coach]]>https://api.spreaker.com/episode/50201062Tue, 14 Jun 2022 14:07:47 +0000Mike Saunders, MBAMarty is committed to changing the way people think about and prepare for every aspect of retirement. As a former Registered Investment Advisor turned Retirement Success Coach, he has found that retirement is among the most fascinating, yet least...As a former Registered Investment Advisor turned Retirement Success Coach, he has found that retirement is among the most fascinating, yet least understood phases of life. Through in-depth research, interviews, workshops, and his own experience watching how unprepared his own father was for the non-financial aspects of retirement, he’s developed a powerful formula to tackle the mental, social, physical, spiritual, and financial aspects of retirement. His objective is simple: to help people create a no-regrets retirement plan customized to their own values, beliefs, and goals for their encore presentation of life!

Learn More: http://martywaters.com/ | https://www.linkedin.com/in/martin-t-waters-mba-cprc-87b9018/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-marty-waters-retirement-success-coach]]>1084influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-todd-smith-cfp-president-ceo-of-level-5-financial-discussing-how-he-serves-cpas-with-a-family-office-ecosystem--50176583
Since 2012, Todd has focused on working with Accountants and other tax professionals, helping them offer more proactive and holistic planning to their clients. In doing so he formally launched Level 5 Financial and Level 5 Insurance Services. As a business owner and entrepreneur, himself, Todd enjoys designing creative wealth creation & preservation strategies, advanced tax mitigation, and business optimization within a virtual family office ecosystem to maximize the potential of business owners and families..

Todd is a lifelong learner; he typically aims to read at least 25-30 books and log an average of 40 hours of continuing education annually. Todd has earned some of the most of the coveted industry designations such as Certified Financial Planner®, Charted Financial Consultant®, Certified Tax Master®, and Certification in Long-Term CareTM. Todd currently resides in Colorado Springs with his wife and son. Outside of work, you can find him enjoying the great outdoors, at the ice hockey rink, or planning his next trip

Learn More: http://www.level5financial.com/

LEVEL 5 FINANCIAL, LLC FIRST (“L5F”) is a registered investment adviser offering advisory services in the State(s) of Colorado and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this information on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by L5F in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. All written content on this site is for information purposes only. Opinions expressed herein are solely those of L5F, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-todd-smith-cfp-president-ceo-of-level-5-financial-discussing-how-he-serves-cpas-with-a-family-office-ecosystem]]>https://api.spreaker.com/episode/50176583Sun, 12 Jun 2022 22:55:38 +0000Mike Saunders, MBATodd began his financial services career in the late 1990’s working for Prudential Securities in NY soon after graduating from Hamilton College. Since then, he has developed a diverse and valuable financial background as an investor and advisor,...
Since 2012, Todd has focused on working with Accountants and other tax professionals, helping them offer more proactive and holistic planning to their clients. In doing so he formally launched Level 5 Financial and Level 5 Insurance Services. As a business owner and entrepreneur, himself, Todd enjoys designing creative wealth creation & preservation strategies, advanced tax mitigation, and business optimization within a virtual family office ecosystem to maximize the potential of business owners and families..

Todd is a lifelong learner; he typically aims to read at least 25-30 books and log an average of 40 hours of continuing education annually. Todd has earned some of the most of the coveted industry designations such as Certified Financial Planner®, Charted Financial Consultant®, Certified Tax Master®, and Certification in Long-Term CareTM. Todd currently resides in Colorado Springs with his wife and son. Outside of work, you can find him enjoying the great outdoors, at the ice hockey rink, or planning his next trip

Learn More: http://www.level5financial.com/

LEVEL 5 FINANCIAL, LLC FIRST (“L5F”) is a registered investment adviser offering advisory services in the State(s) of Colorado and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this information on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by L5F in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. All written content on this site is for information purposes only. Opinions expressed herein are solely those of L5F, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-todd-smith-cfp-president-ceo-of-level-5-financial-discussing-how-he-serves-cpas-with-a-family-office-ecosystem]]>983influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-tim-corrigan-owner-of-the-health-plan-superstore--50176575
Learn more: https://www.healthplansuperstore.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-tim-corrigan-owner-of-the-health-plan-superstore]]>https://api.spreaker.com/episode/50176575Sun, 12 Jun 2022 22:50:23 +0000Mike Saunders, MBAWe specialize in Medicare, Life Insurance, Annuities, and Employee Benefits and we do more to support our Representatives than any SGA that we’ve come across in the industry. Learn more: https://www.healthplansuperstore.com/ Influential...
Learn more: https://www.healthplansuperstore.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-tim-corrigan-owner-of-the-health-plan-superstore]]>1310influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-ali-haji-ceo-director-of-ion-energy--50156435
He also jointly serves as CEO & Director of Aranjin Resources, an emerging copper explorer in Mongolia and is proudly a member of the family of companies that includes Steppe Gold, Mongolia’s premier gold producer.

Ali holds a Bachelor of Sciences from the University of Western Ontario.

Learn More: https://www.ionenergy.ca/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-ali-haji-ceo-director-of-ion-energy]]>https://api.spreaker.com/episode/50156435Fri, 10 Jun 2022 15:47:57 +0000Mike Saunders, MBAAli has over 13 years of international experience, including asset management, risk analysis and program governance. Ali serves as Director of Antler Hill Mining Ltd, and as Advisor to ATMA Capital Markets. He also jointly serves as CEO & Director...
He also jointly serves as CEO & Director of Aranjin Resources, an emerging copper explorer in Mongolia and is proudly a member of the family of companies that includes Steppe Gold, Mongolia’s premier gold producer.

Ali holds a Bachelor of Sciences from the University of Western Ontario.

Learn More: https://www.ionenergy.ca/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-ali-haji-ceo-director-of-ion-energy]]>1108influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-clea-conner-ceo-of-intelligence-squared--50156295
Named one of Crain’s New York “40 Under 40,” Clea served as Strategic Advisor to GZERO Media among other media and technology startups. She led national marketing campaigns for best-selling authors, journalists, and public officials at Greater Talent Network, a celebrity speakers bureau. She also managed direct marketing campaigns for BMG/Columbia House among other direct-to-consumer brands, and launched public affairs campaigns for The Center for Arts Education. Clea holds a dual concentration B.A. from The New School and studied political science at American University in Washington, D.C. A classically trained flutist, she performs with chamber music societies in New York City and has recorded original compositions for documentary films.

Learn more: https://www.intelligencesquaredus.org

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-clea-conner-ceo-of-intelligence-squared]]>https://api.spreaker.com/episode/50156295Fri, 10 Jun 2022 15:38:42 +0000Mike Saunders, MBAClea Conner is a media executive with 15 years of experience producing high-quality intellectual discourse for a range of distribution platforms. As Intelligence Squared’s first CEO, Clea is responsible for leading growth, programming, and strategy...
Named one of Crain’s New York “40 Under 40,” Clea served as Strategic Advisor to GZERO Media among other media and technology startups. She led national marketing campaigns for best-selling authors, journalists, and public officials at Greater Talent Network, a celebrity speakers bureau. She also managed direct marketing campaigns for BMG/Columbia House among other direct-to-consumer brands, and launched public affairs campaigns for The Center for Arts Education. Clea holds a dual concentration B.A. from The New School and studied political science at American University in Washington, D.C. A classically trained flutist, she performs with chamber music societies in New York City and has recorded original compositions for documentary films.

Learn more: https://www.intelligencesquaredus.org

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-clea-conner-ceo-of-intelligence-squared]]>1103influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-todd-smith-cfp-president-ceo-of-level-5-financial-discussing-how-he-serves-cpas--50143250
Since 2012, Todd has focused on working with Accountants and other tax professionals, helping them offer more proactive and holistic planning to their clients. In doing so he formally launched Level 5 Financial and Level 5 Insurance Services. As a business owner and entrepreneur, himself, Todd enjoys designing creative wealth creation & preservation strategies, advanced tax mitigation, and business optimization within a virtual family office ecosystem to maximize the potential of business owners and families..

Todd is a lifelong learner; he typically aims to read at least 25-30 books and log an average of 40 hours of continuing education annually. Todd has earned some of the most of the coveted industry designations such as Certified Financial Planner®, Charted Financial Consultant®, Certified Tax Master®, and Certification in Long-Term CareTM. Todd currently resides in Colorado Springs with his wife and son. Outside of work, you can find him enjoying the great outdoors, at the ice hockey rink, or planning his next trip

Learn More: http://www.level5financial.com/

LEVEL 5 FINANCIAL, LLC FIRST (“L5F”) is a registered investment adviser offering advisory services in the State(s) of Colorado and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this information on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by L5F in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. All written content on this site is for information purposes only. Opinions expressed herein are solely those of L5F, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-todd-smith-cfp-president-ceo-of-level-5-financial-discussing-how-he-serves-cpas]]>https://api.spreaker.com/episode/50143250Thu, 09 Jun 2022 16:09:03 +0000Mike Saunders, MBATodd began his financial services career in the late 1990’s working for Prudential Securities in NY soon after graduating from Hamilton College. Since then, he has developed a diverse and valuable financial background as an investor and advisor,...
Since 2012, Todd has focused on working with Accountants and other tax professionals, helping them offer more proactive and holistic planning to their clients. In doing so he formally launched Level 5 Financial and Level 5 Insurance Services. As a business owner and entrepreneur, himself, Todd enjoys designing creative wealth creation & preservation strategies, advanced tax mitigation, and business optimization within a virtual family office ecosystem to maximize the potential of business owners and families..

Todd is a lifelong learner; he typically aims to read at least 25-30 books and log an average of 40 hours of continuing education annually. Todd has earned some of the most of the coveted industry designations such as Certified Financial Planner®, Charted Financial Consultant®, Certified Tax Master®, and Certification in Long-Term CareTM. Todd currently resides in Colorado Springs with his wife and son. Outside of work, you can find him enjoying the great outdoors, at the ice hockey rink, or planning his next trip

Learn More: http://www.level5financial.com/

LEVEL 5 FINANCIAL, LLC FIRST (“L5F”) is a registered investment adviser offering advisory services in the State(s) of Colorado and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this information on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by L5F in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. All written content on this site is for information purposes only. Opinions expressed herein are solely those of L5F, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to another parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-todd-smith-cfp-president-ceo-of-level-5-financial-discussing-how-he-serves-cpas]]>1414influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-neil-bedwell-partner-with-local-a-change-marketing-consultancy--50143011
Neil is a strategic marketing leader with 20 years experience on both agency and client-side — running work, teams, and businesses in London, Amsterdam, and San Francisco. Now a “reformed marketer,” Neil and the LOCAL team bring consumer-grade agency craft to internal audiences to deliver meaningful organizational change at a wide variety of Fortune 500 companies, including Capital One, Coca-Cola, Republic Services, UPS, P&G, and Kaiser Permanente.

Before co-founding LOCAL, Neil led digital strategy and content for Coca-Cola’s Global Content Excellence group. His work included leadership of the digital program for the 2014 FIFA World Cup in Brazil, developing new ways to create and publish content in real-time across multiple social channels and managing global digital agency relationships.

Neil is a regular keynote speaker on the essential role of marketing in organizational change.

Learn more: https://www.localindustries.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-neil-bedwell-partner-with-local-a-change-marketing-consultancy]]>https://api.spreaker.com/episode/50143011Thu, 09 Jun 2022 15:57:37 +0000Mike Saunders, MBANeil is a partner and President at LOCAL, a Change Marketing™ consultancy building culture, employee experience, and internal communication programs for some of the world’s best companies. Neil is a strategic marketing leader with 20 years...
Neil is a strategic marketing leader with 20 years experience on both agency and client-side — running work, teams, and businesses in London, Amsterdam, and San Francisco. Now a “reformed marketer,” Neil and the LOCAL team bring consumer-grade agency craft to internal audiences to deliver meaningful organizational change at a wide variety of Fortune 500 companies, including Capital One, Coca-Cola, Republic Services, UPS, P&G, and Kaiser Permanente.

Before co-founding LOCAL, Neil led digital strategy and content for Coca-Cola’s Global Content Excellence group. His work included leadership of the digital program for the 2014 FIFA World Cup in Brazil, developing new ways to create and publish content in real-time across multiple social channels and managing global digital agency relationships.

Neil is a regular keynote speaker on the essential role of marketing in organizational change.

Learn more: https://www.localindustries.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-neil-bedwell-partner-with-local-a-change-marketing-consultancy]]>1107influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-paul-fokken-with-401-k-maneuver-discussing-401-k-lawsuits-and-fines--50124742
He also helps businesses delegate virtually all their 401(k) plan corporate and personal risk away to other 3rd parties and helps to reduce plan responsibilities.

Learn More: https://www.fokkenfinancial.com
https://www.401kmaneuver.com/

Investment Adviser Representative of and advisory services offered through Royal Fund Management, LLC, a SEC Registered Adviser”.
All investment strategies have the potential for profit or loss. Changes in investment strategies, contributions or withdrawals, and economic conditions may materially alter the performance of your portfolio. Different types of investments involve degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for a client’s investment portfolio. There are no assurances that a client’s portfolio will match or outperform any particular benchmark.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-paul-fokken-with-401k-maneuver-discussing-401k-lawsuits-and-fines]]>https://api.spreaker.com/episode/50124742Wed, 08 Jun 2022 15:55:48 +0000Mike Saunders, MBAPaul Fokken helps employees and employers with a 401(k) by providing every employee the opportunity for Personalized Professional Account Management (PPAM). He also helps businesses delegate virtually all their 401(k) plan corporate and personal...
He also helps businesses delegate virtually all their 401(k) plan corporate and personal risk away to other 3rd parties and helps to reduce plan responsibilities.

Learn More: https://www.fokkenfinancial.com
https://www.401kmaneuver.com/

Investment Adviser Representative of and advisory services offered through Royal Fund Management, LLC, a SEC Registered Adviser”.
All investment strategies have the potential for profit or loss. Changes in investment strategies, contributions or withdrawals, and economic conditions may materially alter the performance of your portfolio. Different types of investments involve degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for a client’s investment portfolio. There are no assurances that a client’s portfolio will match or outperform any particular benchmark.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-paul-fokken-with-401k-maneuver-discussing-401k-lawsuits-and-fines]]>1348influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-brian-dyer-award-winning-business-owner-and-author-of-the-business-beast--50094712He strives to help people bring out the absolute best in themselves while silencing their too-loud inner voices that squander their potential. He believes every person can devour dissatisfaction and exceed the limits of their current capacity. When not leading his tribe, optimizing bottlenecks, and taking relentless action to grow his various companies, Brian can be found making eggs and oatmeal for his kids in his Utah home.

Learn more: https://www.dyerwork.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-brian-dyer-award-winning-business-owner-and-author-of-the-business-beast]]>https://api.spreaker.com/episode/50094712Tue, 07 Jun 2022 00:04:41 +0000Mike Saunders, MBABrian Dyer is an owner and operator of multiple multi-million-dollar award-winning businesses, and a full-time dad to three wild and beautiful children. He strives to help people bring out the absolute best in themselves while silencing their...He strives to help people bring out the absolute best in themselves while silencing their too-loud inner voices that squander their potential. He believes every person can devour dissatisfaction and exceed the limits of their current capacity. When not leading his tribe, optimizing bottlenecks, and taking relentless action to grow his various companies, Brian can be found making eggs and oatmeal for his kids in his Utah home.

Learn more: https://www.dyerwork.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-brian-dyer-award-winning-business-owner-and-author-of-the-business-beast]]>1380influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-judy-carlson-fee-based-fiduciary-financial-professional-discussing-investments-vs-insurance-for-wealth-accumulation--50094646
For the past 10 years, Judy’s passion is to Protect Families Financially using unique and innovative strategies typically not found in traditional financial planning approaches. Her practice bridges the gap between both the investment and insurance sides of the financial services business. Therefore, she can offer options and solutions to protect your money from downside market risk on either side of the equation.

Judy’s career has spanned public accounting, taxes, corporate finance, education, and 10 years ago she transitioned from corporate planning to personal planning.

Judy moved to Colorado 10 years ago with her two young adult children. She loves the sunshine, and enjoys exploring Colorado’s beauty. She is an outdoor girl with a big heart.

Investment Adviser Representative of and advisory services offered through Royal Fund Management, LLC, a SEC Registered Adviser.

Learn More- https://judycarlson.com

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-judy-carlson-fee-based-fiduciary-financial-professional-discussing-investments-vs-insurance-for-wealth-accumulation]]>https://api.spreaker.com/episode/50094646Mon, 06 Jun 2022 23:55:04 +0000Mike Saunders, MBAJudy has been a CPA for over 40 years and has worked in the financial services business most of her career. She is an independent fee-based fiduciary financial planner and an independent licensed insurance agent. For the past 10 years, Judy’s...
For the past 10 years, Judy’s passion is to Protect Families Financially using unique and innovative strategies typically not found in traditional financial planning approaches. Her practice bridges the gap between both the investment and insurance sides of the financial services business. Therefore, she can offer options and solutions to protect your money from downside market risk on either side of the equation.

Judy’s career has spanned public accounting, taxes, corporate finance, education, and 10 years ago she transitioned from corporate planning to personal planning.

Judy moved to Colorado 10 years ago with her two young adult children. She loves the sunshine, and enjoys exploring Colorado’s beauty. She is an outdoor girl with a big heart.

Investment Adviser Representative of and advisory services offered through Royal Fund Management, LLC, a SEC Registered Adviser.

Learn More- https://judycarlson.com

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-judy-carlson-fee-based-fiduciary-financial-professional-discussing-investments-vs-insurance-for-wealth-accumulation]]>1268influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-paul-fokken-with-401-k-maneuver-discussing-how-to-give-employees-the-private-independent-401-k-advice-they-want-need--50092640
He also helps businesses delegate virtually all their 401(k) plan corporate and personal risk away to other 3rd parties and helps to reduce plan responsibilities.

Learn More: https://www.fokkenfinancial.com
https://www.401kmaneuver.com/





Investment Adviser Representative of and advisory services offered through Royal Fund Management, LLC, a SEC Registered Adviser”.
All investment strategies have the potential for profit or loss. Changes in investment strategies, contributions or withdrawals, and economic conditions may materially alter the performance of your portfolio. Different types of investments involve degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for a client’s investment portfolio. There are no assurances that a client’s portfolio will match or outperform any particular benchmark

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-paul-fokken-with-401k-maneuver-discussing-how-to-give-employees-the-private-independent-401k-advice-they-want-need-deserve]]>https://api.spreaker.com/episode/50092640Mon, 06 Jun 2022 20:12:24 +0000Mike Saunders, MBAPaul Fokken helps employees and employers with a 401(k) by providing every employee the opportunity for Personalized Professional Account Management (PPAM). He also helps businesses delegate virtually all their 401(k) plan corporate and personal...
He also helps businesses delegate virtually all their 401(k) plan corporate and personal risk away to other 3rd parties and helps to reduce plan responsibilities.

Learn More: https://www.fokkenfinancial.com
https://www.401kmaneuver.com/





Investment Adviser Representative of and advisory services offered through Royal Fund Management, LLC, a SEC Registered Adviser”.
All investment strategies have the potential for profit or loss. Changes in investment strategies, contributions or withdrawals, and economic conditions may materially alter the performance of your portfolio. Different types of investments involve degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for a client’s investment portfolio. There are no assurances that a client’s portfolio will match or outperform any particular benchmark

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-paul-fokken-with-401k-maneuver-discussing-how-to-give-employees-the-private-independent-401k-advice-they-want-need-deserve]]>1221influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-judy-carlson-fee-based-fiduciary-financial-professional-discussing-how-she-protects-families-financially--50068662
For the past 10 years, Judy’s passion is to Protect Families Financially using unique and innovative strategies typically not found in traditional financial planning approaches. Her practice bridges the gap between both the investment and insurance sides of the financial services business. Therefore, she can offer options and solutions to protect your money from downside market risk on either side of the equation.

Judy’s career has spanned public accounting, taxes, corporate finance, education, and 10 years ago she transitioned from corporate planning to personal planning.

Judy moved to Colorado 10 years ago with her two young adult children. She loves the sunshine, and enjoys exploring Colorado’s beauty. She is an outdoor girl with a big heart.

Investment Adviser Representative of and advisory services offered through Royal Fund Management, LLC, a SEC Registered Adviser.

Learn More: https://judycarlson.com

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-judy-carlson-fee-based-fiduciary-financial-professional-discussing-how-she-protects-families-financially]]>https://api.spreaker.com/episode/50068662Sun, 05 Jun 2022 16:33:03 +0000Mike Saunders, MBAJudy has been a CPA for over 40 years and has worked in the financial services business most of her career. She is an independent fee-based fiduciary financial planner and an independent licensed insurance agent. For the past 10 years, Judy’s...
For the past 10 years, Judy’s passion is to Protect Families Financially using unique and innovative strategies typically not found in traditional financial planning approaches. Her practice bridges the gap between both the investment and insurance sides of the financial services business. Therefore, she can offer options and solutions to protect your money from downside market risk on either side of the equation.

Judy’s career has spanned public accounting, taxes, corporate finance, education, and 10 years ago she transitioned from corporate planning to personal planning.

Judy moved to Colorado 10 years ago with her two young adult children. She loves the sunshine, and enjoys exploring Colorado’s beauty. She is an outdoor girl with a big heart.

Investment Adviser Representative of and advisory services offered through Royal Fund Management, LLC, a SEC Registered Adviser.

Learn More: https://judycarlson.com

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-judy-carlson-fee-based-fiduciary-financial-professional-discussing-how-she-protects-families-financially]]>1117influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-paul-fokken-maneuvering-401-k-plans-to-optimize-retirement--50029226
He also helps businesses delegate virtually all their 401(k) plan corporate and personal risk away to other 3rd parties and helps to reduce plan responsibilities.

Learn More: https://www.fokkenfinancial.com
https://www.401kmaneuver.com/





Investment Adviser Representative of and advisory services offered through Royal Fund Management, LLC, a SEC Registered Adviser”.
All investment strategies have the potential for profit or loss. Changes in investment strategies, contributions or withdrawals, and economic conditions may materially alter the performance of your portfolio. Different types of investments involve degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for a client’s investment portfolio. There are no assurances that a client’s portfolio will match or outperform any particular benchmark


Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-paul-fokken-maneuvering-401k-plans-to-optimize-retirement]]>https://api.spreaker.com/episode/50029226Wed, 01 Jun 2022 18:56:37 +0000Mike Saunders, MBAPaul Fokken helps employees and employers with a 401(k) by providing every employee the opportunity for Personalized Professional Account Management (PPAM). He also helps businesses delegate virtually all their 401(k) plan corporate and personal...
He also helps businesses delegate virtually all their 401(k) plan corporate and personal risk away to other 3rd parties and helps to reduce plan responsibilities.

Learn More: https://www.fokkenfinancial.com
https://www.401kmaneuver.com/





Investment Adviser Representative of and advisory services offered through Royal Fund Management, LLC, a SEC Registered Adviser”.
All investment strategies have the potential for profit or loss. Changes in investment strategies, contributions or withdrawals, and economic conditions may materially alter the performance of your portfolio. Different types of investments involve degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for a client’s investment portfolio. There are no assurances that a client’s portfolio will match or outperform any particular benchmark


Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-paul-fokken-maneuvering-401k-plans-to-optimize-retirement]]>1124influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-joshua-sherrard-president-and-ceo-of-strategic-navigators-discussing-tax-mitigation-using-life-insurance--50029059
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. 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/







The figures provided herein are estimates and projections based on information provided by the potential Client and/or Client. Strategic Navigators Consulting, LLC (“SNC”) is not responsible for the Client’s financial position, business outcomes or legal structures. Because federal and state laws, statutes, rules, and regulations are subject to change at any time, specific results are not guaranteed. Client understands and agrees that any proposed benefits of SNC services require that the Client completely and consistently implement any and all recommendations of SNC services. Client further agrees that failure to completely and consistently implement any and all such recommendations is no fault of SNC. Client acknowledges, understands, and agrees that implementation of any recommendations by any third party that is not SNC shall not be the responsibility of SNC and Client agrees to undertake and accept any and all risks and consequences, financial or otherwise, of the implementation of the Consulting Services by anyone other than SNC.
**Savings is not net of cost and fees associated with planning.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-joshua-sherrard-president-and-ceo-of-strategic-navigators-discussing-tax-mitigation-using-life-insurance]]>https://api.spreaker.com/episode/50029059Wed, 01 Jun 2022 18:33:36 +0000Mike Saunders, MBAJosh 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...
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. 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/







The figures provided herein are estimates and projections based on information provided by the potential Client and/or Client. Strategic Navigators Consulting, LLC (“SNC”) is not responsible for the Client’s financial position, business outcomes or legal structures. Because federal and state laws, statutes, rules, and regulations are subject to change at any time, specific results are not guaranteed. Client understands and agrees that any proposed benefits of SNC services require that the Client completely and consistently implement any and all recommendations of SNC services. Client further agrees that failure to completely and consistently implement any and all such recommendations is no fault of SNC. Client acknowledges, understands, and agrees that implementation of any recommendations by any third party that is not SNC shall not be the responsibility of SNC and Client agrees to undertake and accept any and all risks and consequences, financial or otherwise, of the implementation of the Consulting Services by anyone other than SNC.
**Savings is not net of cost and fees associated with planning.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-joshua-sherrard-president-and-ceo-of-strategic-navigators-discussing-tax-mitigation-using-life-insurance]]>1085influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-glen-campbell-creator-of-the-bsi-method-personal-branding--50029002
He also has a Masters in NLP and Hypnotherapy and a 4th Dan Black Belt in Zen Do Kai Karate.

Over a period of 27 years Glen was a Director and Chief Executive of some of the world’s best and brightest brand strategy and communications companies like Clemenger BBDO, Saatchi & Saatchi and Leo Burnett.

In his work Glen has lived in Australia, the US and Singapore and regularly worked in China, Hong Kong, the UK and throughout Europe.

Fifteen years ago he created Brandheart and developed breakthrough methods for personal and organizational brand identity discovery and realization.

This work focused on three core programs Glen created:

> The BSI Method – where leaders discover their true higher vision, purpose and unique identity for higher self realization.

> Performance Optimization > where leaders learn how to achieve the optimal performance state of heart led conscious flow. Success flow!

> Rainmaker Secrets > where leaders learn how to master energy and effortlessly manifest everything they passionately intend.

Glen has worked with a great many business leaders and entrepreneurs 1:1 from around the world in developing their personal and organisational brands and the results have been nothing less than transformational.

Glen’s unique and proven methods are para-disciplinary in nature.

They comprise a harmonious fusion of his 35 years of extensive experience, the latest in leadership research, Neuroscience, Quantum Physics, Metaphysics, Psychology and Parapsychology, eastern and western Philosophy and Spirituality. Glen is considered a world leading authority in empowering leaders to become the new breed of ‘light warriors’ that will create a new and better world for themselves, their families and every life they touch.

Learn more:
Contact: https://bsimethod.com/connect/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-glen-campbell-creator-of-the-bsi-method-personal-branding]]>https://api.spreaker.com/episode/50029002Wed, 01 Jun 2022 18:26:41 +0000Mike Saunders, MBAGlen started his career with degrees in Commerce (Marketing) and Psychology. He also has a Masters in NLP and Hypnotherapy and a 4th Dan Black Belt in Zen Do Kai Karate. Over a period of 27 years Glen was a Director and Chief Executive of some...
He also has a Masters in NLP and Hypnotherapy and a 4th Dan Black Belt in Zen Do Kai Karate.

Over a period of 27 years Glen was a Director and Chief Executive of some of the world’s best and brightest brand strategy and communications companies like Clemenger BBDO, Saatchi & Saatchi and Leo Burnett.

In his work Glen has lived in Australia, the US and Singapore and regularly worked in China, Hong Kong, the UK and throughout Europe.

Fifteen years ago he created Brandheart and developed breakthrough methods for personal and organizational brand identity discovery and realization.

This work focused on three core programs Glen created:

> The BSI Method – where leaders discover their true higher vision, purpose and unique identity for higher self realization.

> Performance Optimization > where leaders learn how to achieve the optimal performance state of heart led conscious flow. Success flow!

> Rainmaker Secrets > where leaders learn how to master energy and effortlessly manifest everything they passionately intend.

Glen has worked with a great many business leaders and entrepreneurs 1:1 from around the world in developing their personal and organisational brands and the results have been nothing less than transformational.

Glen’s unique and proven methods are para-disciplinary in nature.

They comprise a harmonious fusion of his 35 years of extensive experience, the latest in leadership research, Neuroscience, Quantum Physics, Metaphysics, Psychology and Parapsychology, eastern and western Philosophy and Spirituality. Glen is considered a world leading authority in empowering leaders to become the new breed of ‘light warriors’ that will create a new and better world for themselves, their families and every life they touch.

Learn more:
Contact: https://bsimethod.com/connect/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-glen-campbell-creator-of-the-bsi-method-personal-branding]]>1285influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-morgan-lloyd-independent-insurance-agent-with-trailstone-insurance-group-insurance-for-short-term-rentals--49998656
Finally, do an accounting of your personal property and take pictures or videos of your possessions. This will be extremely valuable in the claims process. Make sure that you have enough coverage to replace these items, and make sure that you have “replacement cost contents” loss settlement for personal property on your insurance policy. Many policies will have “Actual Cash Value” loss settlement.

I was lucky to grow up on a small farm in Southeastern Ohio. It was a kind of idyllic childhood surrounded by fields and forests. When I graduated high school, I was looking for adventure, so I booked a one-way ticket to Anchorage, Alaska with vague ideas of making a fortune in the frontier. I discovered that the few thousand bucks I had saved from growing and selling melons wasn’t going to go far in the real world, and I started roughing it and hitch-hiking. A few months later I had made it as far as Mexico City when my money ran out and I headed home. The seed that the trip had planted grew into years of adventures throughout the world, including working as a mountain guide in Peru and teaching English throughout East Asia and Latin America. In my mid-twenties, I met my wife Lancy and we moved back to Ohio. While looking for jobs I stumbled across an advertisement saying, “Tower Climbers Wanted.” I applied, and a few months later I got a call and a job offer. On the first day we climbed 400 feet in the air to change some bolts on an old tower, and I was hooked. I spent the next 5 years travelling around the United States while building, repairing, and decommissioning cell towers and cell equipment. Eventually, the constant wear and tear on my body took its toll and I had to find something else to do for a living. Through a roundabout journey this led me to the insurance industry! I am now an independent agent with Trailstone Insurance Group focusing on helping people master the defensive portion of their financial strategy. I love what I do and try to treat every client like a friend.

Learn More: https://trailstoneinsurancegroup.com/morgan-lloyd/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-morgan-lloyd-independent-insurance-agent-with-trailstone-insurance-group-insurance-for-short-term-rentals]]>https://api.spreaker.com/episode/49998656Mon, 30 May 2022 13:35:01 +0000Mike Saunders, MBAYou will want to get a regularly updated Reconstruction Cost Estimate. Make sure that this is up to date and accurate. Get the maximum available dwelling replacement extension coverage. Make sure that you have sufficient ordinance and law coverage...
Finally, do an accounting of your personal property and take pictures or videos of your possessions. This will be extremely valuable in the claims process. Make sure that you have enough coverage to replace these items, and make sure that you have “replacement cost contents” loss settlement for personal property on your insurance policy. Many policies will have “Actual Cash Value” loss settlement.

I was lucky to grow up on a small farm in Southeastern Ohio. It was a kind of idyllic childhood surrounded by fields and forests. When I graduated high school, I was looking for adventure, so I booked a one-way ticket to Anchorage, Alaska with vague ideas of making a fortune in the frontier. I discovered that the few thousand bucks I had saved from growing and selling melons wasn’t going to go far in the real world, and I started roughing it and hitch-hiking. A few months later I had made it as far as Mexico City when my money ran out and I headed home. The seed that the trip had planted grew into years of adventures throughout the world, including working as a mountain guide in Peru and teaching English throughout East Asia and Latin America. In my mid-twenties, I met my wife Lancy and we moved back to Ohio. While looking for jobs I stumbled across an advertisement saying, “Tower Climbers Wanted.” I applied, and a few months later I got a call and a job offer. On the first day we climbed 400 feet in the air to change some bolts on an old tower, and I was hooked. I spent the next 5 years travelling around the United States while building, repairing, and decommissioning cell towers and cell equipment. Eventually, the constant wear and tear on my body took its toll and I had to find something else to do for a living. Through a roundabout journey this led me to the insurance industry! I am now an independent agent with Trailstone Insurance Group focusing on helping people master the defensive portion of their financial strategy. I love what I do and try to treat every client like a friend.

Learn More: https://trailstoneinsurancegroup.com/morgan-lloyd/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-morgan-lloyd-independent-insurance-agent-with-trailstone-insurance-group-insurance-for-short-term-rentals]]>1156influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-teresa-de-grosbois-author-founder-chair-of-the-international-evolutionary-business-council--49998538
She’s also a Crypto Trader and co-lead the Conscious Crypto YouTube Channel to raise money to support her community Where she lives in Costa Rica.

Learn more:
http://www.TeresadeGrosbois.com
http://www.EBCouncil.com
http://www.massinfluencethebook.com

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-teresa-de-grosbois-author-founder-chair-of-the-international-evolutionary-business-council]]>https://api.spreaker.com/episode/49998538Mon, 30 May 2022 13:28:55 +0000Mike Saunders, MBATeresa is the #1 international bestselling author of “Mass Influence – the habits of the highly influential”, which has been on the bestseller lists in 7 countries over the past 6 years. A 4X international bestselling author, Teresa teaches marketing...
She’s also a Crypto Trader and co-lead the Conscious Crypto YouTube Channel to raise money to support her community Where she lives in Costa Rica.

Learn more:
http://www.TeresadeGrosbois.com
http://www.EBCouncil.com
http://www.massinfluencethebook.com

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-teresa-de-grosbois-author-founder-chair-of-the-international-evolutionary-business-council]]>998influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-ken-abel-discussing-what-it-takes-to-be-successful-as-an-independent-agent-at-trailstone-insurance--49961221
Nowadays I like to spend my free time with my boys and wife playing VR games, camping, hiking, or reading a good book. I really have a blast when we have time to throw on a classic John Wayne or Abbot and Costello movie and play a nice long board game too.

My background is in Graphic Design and Digital Imaging. I took my love for art all the way through college and got my Bachelor’s Degree in Fine Arts. Going through college in the age where computer graphics were just starting was remarkably interesting. Studying new programs and technologies that were just getting started like Photoshop was absolutely fascinating. Looking at the technology we have now is impressive and I am envious of what kids today have at their fingertips.

Making the switch to insurance might be strange to some after having such a creative background. However, I love it! The challenge and importance of finding the appropriate insurance coverage for people is exciting. Being able to make sure somebody is properly insured is important to me. Having three boys myself, I understand the importance of having the appropriate insurance coverages for families too. As an insurance agent, my goal is to make sure each person I talk to is suitably covered while being attentive to their budgets, treating each and every person as if they were part of my own family.

Learn More: https://trailstoneinsurancegroup.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-ken-abel-discussing-what-it-takes-to-be-successful-as-an-independent-agent-at-trailstone-insurance]]>https://api.spreaker.com/episode/49961221Thu, 26 May 2022 22:27:23 +0000Mike Saunders, MBAI am a Colorado Native that loves camping, hiking, and enjoying our beautiful Rocky Mountains. I grew up playing soccer, track and field, fencing, tae-kwon-do, racquetball, and snowboarding. I was always doing something active or creative. If I was...
Nowadays I like to spend my free time with my boys and wife playing VR games, camping, hiking, or reading a good book. I really have a blast when we have time to throw on a classic John Wayne or Abbot and Costello movie and play a nice long board game too.

My background is in Graphic Design and Digital Imaging. I took my love for art all the way through college and got my Bachelor’s Degree in Fine Arts. Going through college in the age where computer graphics were just starting was remarkably interesting. Studying new programs and technologies that were just getting started like Photoshop was absolutely fascinating. Looking at the technology we have now is impressive and I am envious of what kids today have at their fingertips.

Making the switch to insurance might be strange to some after having such a creative background. However, I love it! The challenge and importance of finding the appropriate insurance coverage for people is exciting. Being able to make sure somebody is properly insured is important to me. Having three boys myself, I understand the importance of having the appropriate insurance coverages for families too. As an insurance agent, my goal is to make sure each person I talk to is suitably covered while being attentive to their budgets, treating each and every person as if they were part of my own family.

Learn More: https://trailstoneinsurancegroup.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-ken-abel-discussing-what-it-takes-to-be-successful-as-an-independent-agent-at-trailstone-insurance]]>1202influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-mike-maddock-entrepreneur-a-keynote-speaker-a-best-selling-author-and-ceo-coach--49956658
Mike co-chairs the Gathering of Titans Entrepreneurial Conclave at MIT and is past president of Entrepreneurs’ Organization Chicago. Currently Mike is the Chairperson of Young Presidents’ Organization in Chicago.

A doodler, turned cartoonist, turned author, Mike has been using words and pictures to create smiles and build ideas his entire life. Today, Mike is a contributor to Forbes and author of four bestselling books: Free the Idea Monkey…to focus on what matters most!, Brand New: Solving the Innovation Paradox and Flirting With the Uninterested, Innovating in a Sold, Not Bought Category. And finally, Plan D––his latest book about how Disruptors use their superhero powers to put a dent in the universe.

Learn more at: https://www.mike-maddock.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-mike-maddock-entrepreneur-a-keynote-speaker-a-best-selling-author-and-ceo-coach]]>https://api.spreaker.com/episode/49956658Thu, 26 May 2022 16:35:43 +0000Mike Saunders, MBAMike will tell you that his purpose is “To inspire and empower curiosity.” His passion is to make people believe they can change the world and then provide the tools, frameworks and hard-earned wisdom to make positive impact happen. Mike calls himself...
Mike co-chairs the Gathering of Titans Entrepreneurial Conclave at MIT and is past president of Entrepreneurs’ Organization Chicago. Currently Mike is the Chairperson of Young Presidents’ Organization in Chicago.

A doodler, turned cartoonist, turned author, Mike has been using words and pictures to create smiles and build ideas his entire life. Today, Mike is a contributor to Forbes and author of four bestselling books: Free the Idea Monkey…to focus on what matters most!, Brand New: Solving the Innovation Paradox and Flirting With the Uninterested, Innovating in a Sold, Not Bought Category. And finally, Plan D––his latest book about how Disruptors use their superhero powers to put a dent in the universe.

Learn more at: https://www.mike-maddock.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-mike-maddock-entrepreneur-a-keynote-speaker-a-best-selling-author-and-ceo-coach]]>857influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-ken-abel-discussing-the-core-values-working-with-trailstone-insurance-group--49956339
Nowadays I like to spend my free time with my boys and wife playing VR games, camping, hiking, or reading a good book. I really have a blast when we have time to throw on a classic John Wayne or Abbot and Costello movie and play a nice long board game too.

My background is in Graphic Design and Digital Imaging. I took my love for art all the way through college and got my Bachelor’s Degree in Fine Arts. Going through college in the age where computer graphics were just starting was remarkably interesting. Studying new programs and technologies that were just getting started like Photoshop was absolutely fascinating. Looking at the technology we have now is impressive and I am envious of what kids today have at their fingertips.

Making the switch to insurance might be strange to some after having such a creative background. However, I love it! The challenge and importance of finding the appropriate insurance coverage for people is exciting. Being able to make sure somebody is properly insured is important to me. Having three boys myself, I understand the importance of having the appropriate insurance coverages for families too. As an insurance agent, my goal is to make sure each person I talk to is suitably covered while being attentive to their budgets, treating each and every person as if they were part of my own family.

Learn More: https://trailstoneinsurancegroup.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-ken-abel-discussing-the-core-values-working-with-trailstone-insurance-group]]>https://api.spreaker.com/episode/49956339Thu, 26 May 2022 16:29:24 +0000Mike Saunders, MBAI am a Colorado Native that loves camping, hiking, and enjoying our beautiful Rocky Mountains. I grew up playing soccer, track and field, fencing, tae-kwon-do, racquetball, and snowboarding. I was always doing something active or creative. If I was...
Nowadays I like to spend my free time with my boys and wife playing VR games, camping, hiking, or reading a good book. I really have a blast when we have time to throw on a classic John Wayne or Abbot and Costello movie and play a nice long board game too.

My background is in Graphic Design and Digital Imaging. I took my love for art all the way through college and got my Bachelor’s Degree in Fine Arts. Going through college in the age where computer graphics were just starting was remarkably interesting. Studying new programs and technologies that were just getting started like Photoshop was absolutely fascinating. Looking at the technology we have now is impressive and I am envious of what kids today have at their fingertips.

Making the switch to insurance might be strange to some after having such a creative background. However, I love it! The challenge and importance of finding the appropriate insurance coverage for people is exciting. Being able to make sure somebody is properly insured is important to me. Having three boys myself, I understand the importance of having the appropriate insurance coverages for families too. As an insurance agent, my goal is to make sure each person I talk to is suitably covered while being attentive to their budgets, treating each and every person as if they were part of my own family.

Learn More: https://trailstoneinsurancegroup.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-ken-abel-discussing-the-core-values-working-with-trailstone-insurance-group]]>1230influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-ronnie-deaver-ceo-of-nobull-marketing-lead-generation-for-lawyers--49944254
Learn more: https://nobullmarketing.co/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-ronnie-deaver-ceo-of-nobull-marketing-lead-generation-for-lawyers]]>https://api.spreaker.com/episode/49944254Wed, 25 May 2022 19:10:28 +0000Mike Saunders, MBARonnie Deaver is the CEO of NoBull Marketing, a lawyer-exclusive marketing agency that specializes in generating leads and increasing PNC to paying client close rates with Google My Business & Sales Training. In that capacity he created the first 100%...
Learn more: https://nobullmarketing.co/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-ronnie-deaver-ceo-of-nobull-marketing-lead-generation-for-lawyers]]>1443influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-morgan-lloyd-independent-insurance-agent-with-trailstone-insurance-group-protect-from-natural-disasters--49895042
Finally, do an accounting of your personal property and take pictures or videos of your possessions. This will be extremely valuable in the claims process. Make sure that you have enough coverage to replace these items, and make sure that you have “replacement cost contents” loss settlement for personal property on your insurance policy. Many policies will have “Actual Cash Value” loss settlement.

I was lucky to grow up on a small farm in Southeastern Ohio. It was a kind of idyllic childhood surrounded by fields and forests. When I graduated high school, I was looking for adventure, so I booked a one-way ticket to Anchorage, Alaska with vague ideas of making a fortune in the frontier. I discovered that the few thousand bucks I had saved from growing and selling melons wasn’t going to go far in the real world, and I started roughing it and hitch-hiking. A few months later I had made it as far as Mexico City when my money ran out and I headed home. The seed that the trip had planted grew into years of adventures throughout the world, including working as a mountain guide in Peru and teaching English throughout East Asia and Latin America. In my mid-twenties, I met my wife Lancy and we moved back to Ohio. While looking for jobs I stumbled across an advertisement saying, “Tower Climbers Wanted.” I applied, and a few months later I got a call and a job offer. On the first day we climbed 400 feet in the air to change some bolts on an old tower, and I was hooked. I spent the next 5 years travelling around the United States while building, repairing, and decommissioning cell towers and cell equipment. Eventually, the constant wear and tear on my body took its toll and I had to find something else to do for a living. Through a roundabout journey this led me to the insurance industry! I am now an independent agent with Trailstone Insurance Group focusing on helping people master the defensive portion of their financial strategy. I love what I do and try to treat every client like a friend.

Learn More: https://trailstoneinsurancegroup.com/morgan-lloyd/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-morgan-lloyd-independent-insurance-agent-with-trailstone-insurance-group-protect-from-natural-disasters]]>https://api.spreaker.com/episode/49895042Sun, 22 May 2022 16:23:33 +0000Mike Saunders, MBAYou will want to get a regularly updated Reconstruction Cost Estimate. Make sure that this is up to date and accurate. Get the maximum available dwelling replacement extension coverage. Make sure that you have sufficient ordinance and law coverage...
Finally, do an accounting of your personal property and take pictures or videos of your possessions. This will be extremely valuable in the claims process. Make sure that you have enough coverage to replace these items, and make sure that you have “replacement cost contents” loss settlement for personal property on your insurance policy. Many policies will have “Actual Cash Value” loss settlement.

I was lucky to grow up on a small farm in Southeastern Ohio. It was a kind of idyllic childhood surrounded by fields and forests. When I graduated high school, I was looking for adventure, so I booked a one-way ticket to Anchorage, Alaska with vague ideas of making a fortune in the frontier. I discovered that the few thousand bucks I had saved from growing and selling melons wasn’t going to go far in the real world, and I started roughing it and hitch-hiking. A few months later I had made it as far as Mexico City when my money ran out and I headed home. The seed that the trip had planted grew into years of adventures throughout the world, including working as a mountain guide in Peru and teaching English throughout East Asia and Latin America. In my mid-twenties, I met my wife Lancy and we moved back to Ohio. While looking for jobs I stumbled across an advertisement saying, “Tower Climbers Wanted.” I applied, and a few months later I got a call and a job offer. On the first day we climbed 400 feet in the air to change some bolts on an old tower, and I was hooked. I spent the next 5 years travelling around the United States while building, repairing, and decommissioning cell towers and cell equipment. Eventually, the constant wear and tear on my body took its toll and I had to find something else to do for a living. Through a roundabout journey this led me to the insurance industry! I am now an independent agent with Trailstone Insurance Group focusing on helping people master the defensive portion of their financial strategy. I love what I do and try to treat every client like a friend.

Learn More: https://trailstoneinsurancegroup.com/morgan-lloyd/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-morgan-lloyd-independent-insurance-agent-with-trailstone-insurance-group-protect-from-natural-disasters]]>1290influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-jonah-rice-real-estate-broker-with-trinity-team-real-estate-at-keller-williams-preferred-realty--49894901
Jonah’s past and present experience allows his clients to feel confident in their decision making, providing as seamless a transaction as possible when achieving their real estate goals. His top priorities are to ensure open and honest communication, provide expert knowledge, and uphold an unparalleled level of care and service.

Learn More:

https://trinityteamrealestateco.com/jonah-rice/

https://ricerealtor.net/

https://www.facebook.com/TheRiceRealtor

https://www.linkedin.com/in/jonah-rice-a907ba233/

Contact:

c: 708-601-1989

e: jonah@trinityteamre.com

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-jonah-rice-real-estate-broker-with-trinity-team-real-estate-at-keller-williams-preferred-realty]]>https://api.spreaker.com/episode/49894901Sun, 22 May 2022 16:07:09 +0000Mike Saunders, MBAJonah is an ex-wildland firefighter with an extensive background in hospitality and design, approaching his life and business with honesty, grit, and a service mindset to ensure that his clients are fully understood and heard. Jonah values family,...
Jonah’s past and present experience allows his clients to feel confident in their decision making, providing as seamless a transaction as possible when achieving their real estate goals. His top priorities are to ensure open and honest communication, provide expert knowledge, and uphold an unparalleled level of care and service.

Learn More:

https://trinityteamrealestateco.com/jonah-rice/

https://ricerealtor.net/

https://www.facebook.com/TheRiceRealtor

https://www.linkedin.com/in/jonah-rice-a907ba233/

Contact:

c: 708-601-1989

e: jonah@trinityteamre.com

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-jonah-rice-real-estate-broker-with-trinity-team-real-estate-at-keller-williams-preferred-realty]]>1108influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-melissa-guller-founder-of-wit-wire-course-creation-expert--49878044
Learn More: https://witandwire.com

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-melissa-guller-founder-of-wit-wire-course-creation-expert]]>https://api.spreaker.com/episode/49878044Fri, 20 May 2022 15:29:05 +0000Mike Saunders, MBAMelissa helps creators turn their skills and passions into profitable online businesses. Previously, Melissa was the Director of Marketing Engagement at Teachable as well as the Senior Launch Manager for Ramit Sethi’s 8-figure online course marketing...
Learn More: https://witandwire.com

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-melissa-guller-founder-of-wit-wire-course-creation-expert]]>1195influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-craig-cecilio-founder-and-ceo-of-diversyfund-diversified-real-estate-investments--49877970
Learn more: https://diversyfund.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-craig-cecilio-founder-and-ceo-of-diversyfund-diversified-real-estate-investments]]>https://api.spreaker.com/episode/49877970Fri, 20 May 2022 15:21:43 +0000Mike Saunders, MBACraig Cecilio is the Founder, CEO of DiversyFund. DiversyFund Imagines a world where Everyone has an Equal Opportunity to Build Wealth. Our mission is to break down the barriers that keep most Americans from investing like the privileged,...
Learn more: https://diversyfund.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-craig-cecilio-founder-and-ceo-of-diversyfund-diversified-real-estate-investments]]>1140influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-wornel-and-kellen-simpson-financial-professionals-with-wornel-simpson-and-associates--49861502
Wornel Simpson and Associates was established in 1983 as a financial management firm. In 2018, J. Clyde Management (jclydemgmt.com) was created to help develop the innovative ideas of entities seeking next-level business advice and direction.

Focusing on family and lifestyle advisory, impact investing, estate planning, family governance, philanthropy management, succession planning, cash management, spending strategies, contract negotiations, marketing, content creation and brand development- Kellen and Wornel are committed to delivering responsible results through responsible actions.

Wornel Simpson (B.A.- Political Science, University of California, Davis) is a Registered Representative of FSC Securities Corporation and holds FINRA Series 7, 63, and 65 registrations. He is registered in the states of CA, AZ, CO, FL, GA, ILL, IND, KS, MD, NV, NY, NC, VA, and WA. Wornel is life-licensed in CA, NV, FL, and WA. Kellen Simpson (B.A.- Communications Studies, Long Beach State University) is a licensed Life, Health and Accident Agent in CA and NC.

Learn more at: http://www.wornelsimpson.com/

Securities and investment advisory services are offered through FSC SECURITIES CORPORATION (FSC), a member of FINRA/SIPC. FSC is separately owned and other entities and/or marketing names, products, or services referenced here are independent of FSC. Insurance is offered through Wornel Simpson.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-wornel-and-kellen-simpson-financial-professionals-with-wornel-simpson-and-associates]]>https://api.spreaker.com/episode/49861502Thu, 19 May 2022 14:25:45 +0000Mike Saunders, MBAWornel Simpson and Kellen Simpson are among the nation’s leading investment and insurance industry professionals with over 4 decades of experience. They exhibit a unique approach to ascertaining 21st-century economic and generational trends and...
Wornel Simpson and Associates was established in 1983 as a financial management firm. In 2018, J. Clyde Management (jclydemgmt.com) was created to help develop the innovative ideas of entities seeking next-level business advice and direction.

Focusing on family and lifestyle advisory, impact investing, estate planning, family governance, philanthropy management, succession planning, cash management, spending strategies, contract negotiations, marketing, content creation and brand development- Kellen and Wornel are committed to delivering responsible results through responsible actions.

Wornel Simpson (B.A.- Political Science, University of California, Davis) is a Registered Representative of FSC Securities Corporation and holds FINRA Series 7, 63, and 65 registrations. He is registered in the states of CA, AZ, CO, FL, GA, ILL, IND, KS, MD, NV, NY, NC, VA, and WA. Wornel is life-licensed in CA, NV, FL, and WA. Kellen Simpson (B.A.- Communications Studies, Long Beach State University) is a licensed Life, Health and Accident Agent in CA and NC.

Learn more at: http://www.wornelsimpson.com/

Securities and investment advisory services are offered through FSC SECURITIES CORPORATION (FSC), a member of FINRA/SIPC. FSC is separately owned and other entities and/or marketing names, products, or services referenced here are independent of FSC. Insurance is offered through Wornel Simpson.

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-wornel-and-kellen-simpson-financial-professionals-with-wornel-simpson-and-associates]]>1148influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-jay-fields-somatic-coach-and-author-of-linkedin-courses--49861391
Learn more at: https://jay-fields.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-jay-fields-somatic-coach-and-author-of-linkedin-courses]]>https://api.spreaker.com/episode/49861391Thu, 19 May 2022 14:15:47 +0000Mike Saunders, MBAJay Fields, M.A. is an educator, coach and author who has taught the principles of embodied social and emotional intelligence to individuals and organizations for twenty years. Her approach to helping people have their own back at work and in life is...
Learn more at: https://jay-fields.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-jay-fields-somatic-coach-and-author-of-linkedin-courses]]>1231influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-brad-gotto-owner-of-fiat-wealth-management--49847624
We are a holistic firm with a special focus on tax planning.

People always ask about our name. Why Fiat…In economic textbooks, the term ‘fiat currency’ is loosely defined as ‘faith-based currency.’

The U.S. dollar is today a fiat currency, meaning that it has no physical backing such as gold or silver. Critics argue that this is a weakness.

Fiat, however, sees this as an example of the importance of trust, and even faith, for economic relationships to exist. Trust is the bedrock of the work at Fiat Wealth Management.

Brad is also a national financial speaker, trainer, and mentor, who is responsible for delivering high-quality content to financial advisors regarding the elements required to expand business opportunities on a virtual level.
He also provides mentorship to financial advisors to create educational content to present to prospective and current clientele.

His media subsidiary, Every Day Is Saturday, includes his speaking/training/mentorship engagements, a podcast focusing on entertaining financial and lifestyle topics and a soon to be released book, Spending Money And Having Fun: Your Practical Guide To A Fearless Retirement.

To learn more about Brad visit: https://www.fiatwm.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-brad-gotto-owner-of-fiat-wealth-management]]>https://api.spreaker.com/episode/49847624Wed, 18 May 2022 17:14:06 +0000Mike Saunders, MBABrad is a fiduciary, fee only financial planning firm located in Wayzata, Minnesota. Where most advisors stop, we begin. We specialize in helping people figure out why they saved a pile of money, and how to spend it. We are a holistic firm with a...
We are a holistic firm with a special focus on tax planning.

People always ask about our name. Why Fiat…In economic textbooks, the term ‘fiat currency’ is loosely defined as ‘faith-based currency.’

The U.S. dollar is today a fiat currency, meaning that it has no physical backing such as gold or silver. Critics argue that this is a weakness.

Fiat, however, sees this as an example of the importance of trust, and even faith, for economic relationships to exist. Trust is the bedrock of the work at Fiat Wealth Management.

Brad is also a national financial speaker, trainer, and mentor, who is responsible for delivering high-quality content to financial advisors regarding the elements required to expand business opportunities on a virtual level.
He also provides mentorship to financial advisors to create educational content to present to prospective and current clientele.

His media subsidiary, Every Day Is Saturday, includes his speaking/training/mentorship engagements, a podcast focusing on entertaining financial and lifestyle topics and a soon to be released book, Spending Money And Having Fun: Your Practical Guide To A Fearless Retirement.

To learn more about Brad visit: https://www.fiatwm.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-brad-gotto-owner-of-fiat-wealth-management]]>1655influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-david-feldman-founder-of-3-owl-an-award-winning-creative-agency--49847413
In addition to being a regular writer for Forbes, Feldman is a regular presenter at industry-leading events, and a popular guest lecturer in marketing at Emory University’s Goizueta Business School, where he earned a unique dual degree in music and business. His first book, “Small By Design: An Entrepreneur’s Guide to Growing Big While Staying Small” will be released by Morgan James Publishing in May. He currently resides in Atlanta, GA.

Learn more: https://3owl.agency/ and pick up a copy of his book at https://smallbydesign.co/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-david-feldman-founder-of-3-owl-an-award-winning-creative-agency]]>https://api.spreaker.com/episode/49847413Wed, 18 May 2022 16:45:12 +0000Mike Saunders, MBADavid Feldman is the founder of 3 Owl, an award-winning creative agency that crafts nimble brand identities and elegant digital experiences to equip clients for success. With a small core team and a carefully curated network of seasoned contractors, 3...
In addition to being a regular writer for Forbes, Feldman is a regular presenter at industry-leading events, and a popular guest lecturer in marketing at Emory University’s Goizueta Business School, where he earned a unique dual degree in music and business. His first book, “Small By Design: An Entrepreneur’s Guide to Growing Big While Staying Small” will be released by Morgan James Publishing in May. He currently resides in Atlanta, GA.

Learn more: https://3owl.agency/ and pick up a copy of his book at https://smallbydesign.co/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-david-feldman-founder-of-3-owl-an-award-winning-creative-agency]]>1128influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-morgan-lloyd-independent-insurance-agent-with-trailstone-insurance-group--49808466
Learn More: https://trailstoneinsurancegroup.com/morgan-lloyd/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-morgan-lloyd-independent-insurance-agent-with-trailstone-insurance-group]]>https://api.spreaker.com/episode/49808466Mon, 16 May 2022 01:17:09 +0000Mike Saunders, MBAI was lucky to grow up on a small farm in Southeastern Ohio. It was a kind of idyllic childhood surrounded by fields and forests. When I graduated high school, I was looking for adventure, so I booked a one-way ticket to Anchorage, Alaska with vague...
Learn More: https://trailstoneinsurancegroup.com/morgan-lloyd/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-morgan-lloyd-independent-insurance-agent-with-trailstone-insurance-group]]>1068influential influencers,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-dom-farnan-founder-ceo-of-dotconnect--49786721
Learn More: https://www.dotconnectllc.com/

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-dom-farnan-founder-ceo-of-dotconnect]]>https://api.spreaker.com/episode/49786721Fri, 13 May 2022 15:21:35 +0000Mike Saunders, MBAI am a conscious leader. That means I pause before I react. I thoughtfully make choices. I am intentional in my efforts across all facets of my life. I build businesses by uncovering talent. I love connecting talent with their dream jobs through...
Learn More: https://www.dotconnectllc.com/

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-dom-farnan-founder-ceo-of-dotconnect]]>1146influential influencers,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-jack-tompkins-founder-of-pineapple-consulting--49786668It’s easier than most people think and it’s more impactful than you can imagine.

I’m originally from Connecticut but moved to Charlotte, NC and have been running my company for a couple years, and I love every second of it!

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

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-jack-tompkins-founder-of-pineapple-consulting]]>https://api.spreaker.com/episode/49786668Fri, 13 May 2022 15:16:21 +0000Mike Saunders, MBAData can be fun. Seriously! I have an absolute blast talking about how businesses can become more data-driven. It’s easier than most people think and it’s more impactful than you can imagine. I’m originally from Connecticut but moved to Charlotte,...It’s easier than most people think and it’s more impactful than you can imagine.

I’m originally from Connecticut but moved to Charlotte, NC and have been running my company for a couple years, and I love every second of it!

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

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-jack-tompkins-founder-of-pineapple-consulting]]>1130influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-john-brown-creator-of-the-bei-exit-planning-process-for-financial-professionals--49773893
Learn More: http://www.exitplanning.com/

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-john-brown-creator-of-the-bei-exit-planning-process-for-financial-professionals]]>https://api.spreaker.com/episode/49773893Thu, 12 May 2022 14:59:19 +0000Mike Saunders, MBAJohn is the founder of BEI, started his career in Exit Planning 30+ years ago as an estate-planning attorney. He created The BEI Seven Step Exit Planning Process™ and successfully tested it on hundreds of his own business-owner clients. In 1990, he...
Learn More: http://www.exitplanning.com/

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-john-brown-creator-of-the-bei-exit-planning-process-for-financial-professionals]]>1412influential influencers,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-tony-lupina-owner-of-lupina-financial-services--49758565
Contact Tony to learn more: (615) 801-3113 | lupinainsurance@gmail.com





Marketing, education, and general information purposes only.

We are providing this information to you in our capacity as consultants with knowledge and experience in the insurance industry and not as legal or tax advice. The issues addressed may have legal or tax implications to you, and we recommend you speak with your legal counsel and/or tax advisor before choosing a course of action based on any of the information contained herein.

Changes to factual circumstances or to any rules or other guidance relied upon may affect the accuracy of the information provided. Tony Lupina is not obligated to provide updates on the information presented herein.
Books and/or podcasts such as this are not impartial and are provided in connection with advertising and marketing of Tony Lupina services.

Tony Lupina does not provide investment, tax, or legal advice and nothing contained on this book or podcast should be construed as such. This is intended to provide general information.

Any accounting, business, or tax advice contained in this book/podcast, including articles and links, is not intended as a thorough, in-depth analysis of specific issues, nor a substitute for a formal opinion or specific advice, nor is it sufficient to avoid tax-related penalties. We are not liable for any action you take or fail to take based upon the information you received through these materials, and specifically, we are not liable for any losses you suffer as a result of any such action or inaction.

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-tony-lupina-owner-of-lupina-financial-services]]>https://api.spreaker.com/episode/49758565Wed, 11 May 2022 14:36:41 +0000Mike Saunders, MBATony Lupina has been helping people acquire and protect their wealth for over 37 years. He helps people and businesses save money in taxes through financial strategies. He is licensed in over 13 states and in addition offers health and life insurance...
Contact Tony to learn more: (615) 801-3113 | lupinainsurance@gmail.com





Marketing, education, and general information purposes only.

We are providing this information to you in our capacity as consultants with knowledge and experience in the insurance industry and not as legal or tax advice. The issues addressed may have legal or tax implications to you, and we recommend you speak with your legal counsel and/or tax advisor before choosing a course of action based on any of the information contained herein.

Changes to factual circumstances or to any rules or other guidance relied upon may affect the accuracy of the information provided. Tony Lupina is not obligated to provide updates on the information presented herein.
Books and/or podcasts such as this are not impartial and are provided in connection with advertising and marketing of Tony Lupina services.

Tony Lupina does not provide investment, tax, or legal advice and nothing contained on this book or podcast should be construed as such. This is intended to provide general information.

Any accounting, business, or tax advice contained in this book/podcast, including articles and links, is not intended as a thorough, in-depth analysis of specific issues, nor a substitute for a formal opinion or specific advice, nor is it sufficient to avoid tax-related penalties. We are not liable for any action you take or fail to take based upon the information you received through these materials, and specifically, we are not liable for any losses you suffer as a result of any such action or inaction.

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-tony-lupina-owner-of-lupina-financial-services]]>1455influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-isaac-ho-master-sales-and-mindset-coach--49692687
Learn More: http://www.isaachocoaching.com/

Text “AND” to 66866



Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-isaac-ho-master-sales-and-mindset-coach]]>https://api.spreaker.com/episode/49692687Fri, 06 May 2022 17:41:47 +0000Mike Saunders, MBAIsaac is a sought-after health expert who helps entrepreneurs double to triple their income while having peace and ease inside and outside of their business. His clients routinely sell $20k-$50k packages, and he helps clients make more sales by not...
Learn More: http://www.isaachocoaching.com/

Text “AND” to 66866



Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-isaac-ho-master-sales-and-mindset-coach]]>1302influential influencers,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-daniel-carcillo-founder-and-ceo-of-wesana-health--49676808
A hockey champion in grave need of off-ice help, he found it in a remarkable place: psychedelic medicine. Reflecting on the impact this emerging medicine had on his life, he saw a chance to help others realize the same benefits. He built a team of medical experts to provide world-class treatments and perform trailblazing research in psychedelic medicine. As Carcillo says: “A lot of TBI patients want to become the person that we were before the injury, but I’m trying to show people that you can actually get better.”

The Wesana team is committed to achieving this goal by improving mental health outcomes—one person at a time.

Learn More: https://wesanahealth.com/ | https://wesanaclinics.com/

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-daniel-carcillo-founder-and-ceo-of-wesana-health]]>https://api.spreaker.com/episode/49676808Thu, 05 May 2022 14:47:43 +0000Mike Saunders, MBADaniel Carcillo earned the nickname “car bomb” during his 10-year NHL career for his explosive playing on the ice. Known for protecting his teammates, Carcillo helped Chicago win two Stanley Cup championships with the Blackhawks—but at great personal...
A hockey champion in grave need of off-ice help, he found it in a remarkable place: psychedelic medicine. Reflecting on the impact this emerging medicine had on his life, he saw a chance to help others realize the same benefits. He built a team of medical experts to provide world-class treatments and perform trailblazing research in psychedelic medicine. As Carcillo says: “A lot of TBI patients want to become the person that we were before the injury, but I’m trying to show people that you can actually get better.”

The Wesana team is committed to achieving this goal by improving mental health outcomes—one person at a time.

Learn More: https://wesanahealth.com/ | https://wesanaclinics.com/

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-daniel-carcillo-founder-and-ceo-of-wesana-health]]>971influential influencers,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-ken-abel-sales-director-with-trailstone-insurance-group--49676750
Nowadays I like to spend my free time with my boys and wife playing VR games, camping, hiking, or reading a good book. I really have a blast when we have time to throw on a classic John Wayne or Abbot and Costello movie and play a nice long board game too.

My background is in Graphic Design and Digital Imaging. I took my love for art all the way through college and got my Bachelor’s Degree in Fine Arts. Going through college in an age where computer graphics were just starting was remarkably interesting. Studying new programs and technologies that were just getting started like Photoshop was absolutely fascinating. Looking at the technology we have now is impressive and I am envious of what kids today have at their fingertips.

Making the switch to insurance might be strange to some after having such a creative background. However, I love it! The challenge and importance of finding the appropriate insurance coverage for people are exciting. Being able to make sure somebody is properly insured is important to me. Having three boys myself, I understand the importance of having the appropriate insurance coverage for families too. As an insurance agent, my goal is to make sure each person I talk to is suitably covered while being attentive to their budgets, treating each and every person as if they were part of my own family.

Learn More: https://trailstoneinsurancegroup.com/

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-ken-abel-sales-director-with-trailstone-insurance-group]]>https://api.spreaker.com/episode/49676750Thu, 05 May 2022 14:41:47 +0000Mike Saunders, MBAI am a Colorado Native that loves camping, hiking, and enjoying our beautiful Rocky Mountains. I grew up playing soccer, track and field, fencing, tae-kwon-do, racquetball, and snowboarding. I was always doing something active or creative. If I was...
Nowadays I like to spend my free time with my boys and wife playing VR games, camping, hiking, or reading a good book. I really have a blast when we have time to throw on a classic John Wayne or Abbot and Costello movie and play a nice long board game too.

My background is in Graphic Design and Digital Imaging. I took my love for art all the way through college and got my Bachelor’s Degree in Fine Arts. Going through college in an age where computer graphics were just starting was remarkably interesting. Studying new programs and technologies that were just getting started like Photoshop was absolutely fascinating. Looking at the technology we have now is impressive and I am envious of what kids today have at their fingertips.

Making the switch to insurance might be strange to some after having such a creative background. However, I love it! The challenge and importance of finding the appropriate insurance coverage for people are exciting. Being able to make sure somebody is properly insured is important to me. Having three boys myself, I understand the importance of having the appropriate insurance coverage for families too. As an insurance agent, my goal is to make sure each person I talk to is suitably covered while being attentive to their budgets, treating each and every person as if they were part of my own family.

Learn More: https://trailstoneinsurancegroup.com/

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-ken-abel-sales-director-with-trailstone-insurance-group]]>1237influential influencers,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-joshua-sherrard-president-ceo-of-strategic-navigators-discussing-cash-flow-accounting-navigating-business-partnerships--49667195
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. 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/



The figures provided herein are estimates and projections based on information provided by the potential Client and/or Client. Strategic Navigators Consulting, LLC (“SNC”) is not responsible for the Client’s financial position, business outcomes, or legal structures. Because federal and state laws, statutes, rules, and regulations are subject to change at any time, specific results are not guaranteed. The client understands and agrees that any proposed benefits of SNC services require that the Client completely and consistently implement any and all recommendations of SNC services. The client further agrees that failure to completely and consistently implement any and all such recommendations is no fault of SNC. The client acknowledges, understands, and agrees that implementation of any recommendations by any third party that is not SNC shall not be the responsibility of SNC and the Client agrees to undertake and accept any and all risks and consequences, financial or otherwise, of the implementation of the Consulting Services by anyone other than SNC.
**Savings is not net of cost and fees associated with planning.

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-joshua-sherrard-president-ceo-of-strategic-navigators-discussing-cash-flow-accounting-navigating-business-partnerships]]>https://api.spreaker.com/episode/49667195Wed, 04 May 2022 21:50:50 +0000Mike Saunders, MBAJosh 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 international business development. He has over a decade of experience in...
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. 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/



The figures provided herein are estimates and projections based on information provided by the potential Client and/or Client. Strategic Navigators Consulting, LLC (“SNC”) is not responsible for the Client’s financial position, business outcomes, or legal structures. Because federal and state laws, statutes, rules, and regulations are subject to change at any time, specific results are not guaranteed. The client understands and agrees that any proposed benefits of SNC services require that the Client completely and consistently implement any and all recommendations of SNC services. The client further agrees that failure to completely and consistently implement any and all such recommendations is no fault of SNC. The client acknowledges, understands, and agrees that implementation of any recommendations by any third party that is not SNC shall not be the responsibility of SNC and the Client agrees to undertake and accept any and all risks and consequences, financial or otherwise, of the implementation of the Consulting Services by anyone other than SNC.
**Savings is not net of cost and fees associated with planning.

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-joshua-sherrard-president-ceo-of-strategic-navigators-discussing-cash-flow-accounting-navigating-business-partnerships]]>1271influential influencers,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-tommy-cloud-cfp-president-of-third-act-retirement-planning-qualified-kingdom-advisor--49645635
His #1 business goal is to truly helping people enjoy life without having to worry about what will happen..When people believe and understand Who really owns everything, this can happen. Thomas takes pleasure in guiding his clients as they implement the financial planning strategies that help them become better stewards and meet the financial and life goals God has laid on their hearts. Mr. Cloud’s: commitment to operating as a fee only fiduciary practitioner, reducing investment costs, holistic financial planning focus, retirement planning, and Biblical worldview are what separates him from many others in his field.

Thomas graduated from The Georgia Institute Of Technology in 1997 with a degree in Business Management and Certificate in Finance. Mr. Cloud is a CERTIFIED FINANCIAL PLANNER™ practitioner. The CFP® is one of the most respected and hardest designations to obtain in all of the financial services industry.

Thomas Cloud, Jr., is also a Qualified Kingdom Advisor. One of the greatest unrecognized and unmet needs in the body of Christ today is the ability to find a financial professional who shares a Biblical perspective on stewardship. Kingdom Advisors’ qualification process introduces a new level of qualified Christian financial professionals who are equipped to integrate Biblical counsel with financial counsel. What should I look for in a Qualified Kingdom Advisor?

Thomas has passed the NASD series 6, 22, 63, and 65 examinations. Mr. Cloud has a BA in Management and certificate in finance from the Georgia Institute of Technology. Mr. Cloud has passed the state insurance examination as well. He has also earned the Chartered Financial Consultant (ChFC©)designation from the American College. To become a ChFC© Mr. Cloud had to meet experience requirements and pass exams covering finance and investing. The experience requirement is to have at least three years of experience in the financial industry, and have studied and passed an examination on the fundamentals of financial planning, including income taxation, insurance, investment and estate planning. The College for Financial Planning®, located in Denver, awarded Thomas Cloud, Jr., of Marietta, Georgia, the Accredited Asset Management Specialist or AAMS® Professional Designation. Individuals who complete the program, pass a final exam, and sign a code of ethics and disclosure form earn the AAMS designation. Developed in response to the need for advanced training within investment firms, the Accredited Asset Management Specialist Professional Designation Program offers investment professionals with the precise, hands-on information needed to provide ample, planning-oriented asset management advice. He is also a Certified Senior Advisor (CSA) and Registered Investment Advisor (RIA). To become a Certified Senior Advisor (CSA), he completed a 24-part program of study in the financial, physical, emotional, and personal issues of seniors. Thomas also participated in both the Financial Management Association (FMA) and the investment club while attending Georgia Tech. His investment club was featured on CNNFN because they were an elite college club picking stocks, which outperformed the S&P 500 two years in a row. After college, he worked for First Union National Bank, then Southwick Investments (securities), and Turamali (tangibles and other non securities).

Thomas Cloud, Jr. wrote the ebook The Ten Biggest Mistakes Any Investor Makes. Mr. Cloud wrote a monthly financial, economic, and geopolitical article for the prestigious political website Purepolitics.com for years. He also wrote, 2 articles, for Business Reform magazine. Thomas Cloud, Jr.’s articles have also been published by the Christian Ranchman and Spiritual Voice News. Toastmasters International has recognized Thomas G. Cloud, Jr. as a Competent Toastmaster. Mr. Cloud has completed the 12-week Crown Financial Ministries study and also led the study at First Baptist Church Atlanta. Thomas is a professional member of Kingdom Advisors. Mr. Cloud has also spoken about financial planning all over the world, including the Mediterranean Sea. In the winter of 2009 Thomas published a book called Circle of Fellowship that he authored with Robert Inman Ragsdale, III. Circle of Fellowship is a small group discussion guide for men designed to make disciples of Jesus.

Learn More: https://thirdactretirement.com/

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-tommy-cloud-cfp-president-of-third-act-retirement-planning-qualified-kingdom-advisor]]>https://api.spreaker.com/episode/49645635Tue, 03 May 2022 18:29:29 +0000Mike Saunders, MBATommy and his wife Myra have 7 children and attend Johnson Ferry Baptist Church in Marietta. Tommy wants to become more like Christ as he moves thru life’s journey towards meeting his Maker. He enjoys spending time with his children and friends,...
His #1 business goal is to truly helping people enjoy life without having to worry about what will happen..When people believe and understand Who really owns everything, this can happen. Thomas takes pleasure in guiding his clients as they implement the financial planning strategies that help them become better stewards and meet the financial and life goals God has laid on their hearts. Mr. Cloud’s: commitment to operating as a fee only fiduciary practitioner, reducing investment costs, holistic financial planning focus, retirement planning, and Biblical worldview are what separates him from many others in his field.

Thomas graduated from The Georgia Institute Of Technology in 1997 with a degree in Business Management and Certificate in Finance. Mr. Cloud is a CERTIFIED FINANCIAL PLANNER™ practitioner. The CFP® is one of the most respected and hardest designations to obtain in all of the financial services industry.

Thomas Cloud, Jr., is also a Qualified Kingdom Advisor. One of the greatest unrecognized and unmet needs in the body of Christ today is the ability to find a financial professional who shares a Biblical perspective on stewardship. Kingdom Advisors’ qualification process introduces a new level of qualified Christian financial professionals who are equipped to integrate Biblical counsel with financial counsel. What should I look for in a Qualified Kingdom Advisor?

Thomas has passed the NASD series 6, 22, 63, and 65 examinations. Mr. Cloud has a BA in Management and certificate in finance from the Georgia Institute of Technology. Mr. Cloud has passed the state insurance examination as well. He has also earned the Chartered Financial Consultant (ChFC©)designation from the American College. To become a ChFC© Mr. Cloud had to meet experience requirements and pass exams covering finance and investing. The experience requirement is to have at least three years of experience in the financial industry, and have studied and passed an examination on the fundamentals of financial planning, including income taxation, insurance, investment and estate planning. The College for Financial Planning®, located in Denver, awarded Thomas Cloud, Jr., of Marietta, Georgia, the Accredited Asset Management Specialist or AAMS® Professional Designation. Individuals who complete the program, pass a final exam, and sign a code of ethics and disclosure form earn the AAMS designation. Developed in response to the need for advanced training within investment firms, the Accredited Asset Management Specialist Professional Designation Program offers investment professionals with the precise, hands-on information needed to provide ample, planning-oriented asset management advice. He is also a Certified Senior Advisor (CSA) and Registered Investment Advisor (RIA). To become a Certified Senior Advisor (CSA), he completed a 24-part program of study in the financial, physical, emotional, and personal issues of seniors. Thomas also participated in both the Financial Management Association (FMA) and the investment club while attending Georgia Tech. His investment club was featured on CNNFN because they were an elite college club picking stocks, which outperformed the S&P 500 two years in a row. After college, he worked for First Union National Bank, then Southwick Investments (securities), and Turamali (tangibles and other non securities).

Thomas Cloud, Jr. wrote the ebook The Ten Biggest Mistakes Any Investor Makes. Mr. Cloud wrote a monthly financial, economic, and geopolitical article for...]]>1099influential influencers,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-boon-chew-founder-of-tappollo--49619268
Boon is also an angel investor and advises startup founders globally.

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

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-boon-chew-founder-of-tappollo]]>https://api.spreaker.com/episode/49619268Mon, 02 May 2022 00:08:01 +0000Mike Saunders, MBATappollo is a venture builder that helps startups and market leaders launch their mobile app initiatives. Boon is also an angel investor and advises startup founders globally. Learn More: https://www.tappollo.com/ Influential Influencers with...
Boon is also an angel investor and advises startup founders globally.

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

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-boon-chew-founder-of-tappollo]]>1252influential influencers,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-joshua-sherrard-president-and-ceo-of-strategic-navigators-discussing-the-rich-man-roth--49619236
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. 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/





The figures provided herein are estimates and projections based on information provided by the potential Client and/or Client. Strategic Navigators Consulting, LLC (“SNC”) is not responsible for the Client’s financial position, business outcomes or legal structures. Because federal and state laws, statutes, rules, and regulations are subject to change at any time, specific results are not guaranteed. Client understands and agrees that any proposed benefits of SNC services require that the Client completely and consistently implement any and all recommendations of SNC services. Client further agrees that failure to completely and consistently implement any and all such recommendations is no fault of SNC. Client acknowledges, understands, and agrees that implementation of any recommendations by any third party that is not SNC shall not be the responsibility of SNC and Client agrees to undertake and accept any and all risks and consequences, financial or otherwise, of the implementation of the Consulting Services by anyone other than SNC.
**Savings is not net of cost and fees associated with planning.

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-joshua-sherrard-president-and-ceo-of-strategic-navigators-discussing-the-rich-man-roth]]>https://api.spreaker.com/episode/49619236Mon, 02 May 2022 00:00:57 +0000Mike Saunders, MBAJosh 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...
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. 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/





The figures provided herein are estimates and projections based on information provided by the potential Client and/or Client. Strategic Navigators Consulting, LLC (“SNC”) is not responsible for the Client’s financial position, business outcomes or legal structures. Because federal and state laws, statutes, rules, and regulations are subject to change at any time, specific results are not guaranteed. Client understands and agrees that any proposed benefits of SNC services require that the Client completely and consistently implement any and all recommendations of SNC services. Client further agrees that failure to completely and consistently implement any and all such recommendations is no fault of SNC. Client acknowledges, understands, and agrees that implementation of any recommendations by any third party that is not SNC shall not be the responsibility of SNC and Client agrees to undertake and accept any and all risks and consequences, financial or otherwise, of the implementation of the Consulting Services by anyone other than SNC.
**Savings is not net of cost and fees associated with planning.

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-joshua-sherrard-president-and-ceo-of-strategic-navigators-discussing-the-rich-man-roth]]>1120influential influencers,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-nick-bour-founder-and-ceo-of-inspire-wealth-launching-the-michigan-business-leaders-podcast--49590520
Nick takes an educational approach to financial planning. He aims to lead his clients down the right path while providing a complete picture of the road ahead. Part of his comprehensive process involves his team members and the unique skills they offer to best serve the clients of Inspire Wealth. In addition to providing clear action steps, Nick encourages his clients to use their wealth as a tool to create memories along with a legacy enjoying the wealth they have built with their loved ones now and creating lasting memories before leaving it behind for future generations to inherit.

When it comes to making memories and family values, Nick likes to practice what he preaches. He and Jen, his wife of seventeen years, enjoy spending time at their family cottage on Long Lake with their two children, Toby and Olivia. They enjoy all sorts of quality time, from off-roading on the trails to relaxing sunsets. For Nick, helping his clients achieve the comfort and confidence to enjoy their wealth with their families, as he does, is his life’s greatest passion.

Learn More: https://inspireyourretirement.com/

www.MichiganBusinessLeaders.com

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-nick-bour-founder-and-ceo-of-inspire-wealth-launching-the-michigan-business-leaders-podcast]]>https://api.spreaker.com/episode/49590520Fri, 29 Apr 2022 00:22:59 +0000Mike Saunders, MBANick has been in the financial services industry for twenty years. His passion for the industry was weighted primarily on the ability to work directly with families and businesses in a way that would truly impact their lives and the generations that...
Nick takes an educational approach to financial planning. He aims to lead his clients down the right path while providing a complete picture of the road ahead. Part of his comprehensive process involves his team members and the unique skills they offer to best serve the clients of Inspire Wealth. In addition to providing clear action steps, Nick encourages his clients to use their wealth as a tool to create memories along with a legacy enjoying the wealth they have built with their loved ones now and creating lasting memories before leaving it behind for future generations to inherit.

When it comes to making memories and family values, Nick likes to practice what he preaches. He and Jen, his wife of seventeen years, enjoy spending time at their family cottage on Long Lake with their two children, Toby and Olivia. They enjoy all sorts of quality time, from off-roading on the trails to relaxing sunsets. For Nick, helping his clients achieve the comfort and confidence to enjoy their wealth with their families, as he does, is his life’s greatest passion.

Learn More: https://inspireyourretirement.com/

www.MichiganBusinessLeaders.com

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-nick-bour-founder-and-ceo-of-inspire-wealth-launching-the-michigan-business-leaders-podcast]]>1336influential influencers,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-joshua-sherrard-president-and-ceo-of-strategic-navigators-discussing-guidance-on-business-transition--49586992
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. 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/



The figures provided herein are estimates and projections based on information provided by the potential Client and/or Client. Strategic Navigators Consulting, LLC (“SNC”) is not responsible for the Client’s financial position, business outcomes, or legal structures. Because federal and state laws, statutes, rules, and regulations are subject to change at any time, specific results are not guaranteed. The client understands and agrees that any proposed benefits of SNC services require that the Client completely and consistently implement any and all recommendations of SNC services. The client further agrees that failure to completely and consistently implement any and all such recommendations is no fault of SNC. The client acknowledges, understands, and agrees that implementation of any recommendations by any third party that is not SNC shall not be the responsibility of SNC and the Client agrees to undertake and accept any and all risks and consequences, financial or otherwise, of the implementation of the Consulting Services by anyone other than SNC.
**Savings is not net of cost and fees associated with planning.

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-joshua-sherrard-president-and-ceo-of-strategic-navigators-discussing-guidance-on-business-transition]]>https://api.spreaker.com/episode/49586992Thu, 28 Apr 2022 18:12:51 +0000Mike Saunders, MBAJosh 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 international business development. He has over a decade of experience in...
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. 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/



The figures provided herein are estimates and projections based on information provided by the potential Client and/or Client. Strategic Navigators Consulting, LLC (“SNC”) is not responsible for the Client’s financial position, business outcomes, or legal structures. Because federal and state laws, statutes, rules, and regulations are subject to change at any time, specific results are not guaranteed. The client understands and agrees that any proposed benefits of SNC services require that the Client completely and consistently implement any and all recommendations of SNC services. The client further agrees that failure to completely and consistently implement any and all such recommendations is no fault of SNC. The client acknowledges, understands, and agrees that implementation of any recommendations by any third party that is not SNC shall not be the responsibility of SNC and the Client agrees to undertake and accept any and all risks and consequences, financial or otherwise, of the implementation of the Consulting Services by anyone other than SNC.
**Savings is not net of cost and fees associated with planning.

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-joshua-sherrard-president-and-ceo-of-strategic-navigators-discussing-guidance-on-business-transition]]>1244influential influencers,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-don-purcell-cpa-certified-kingdom-advisor-founder-of-clarity-business-coaching-discussing-the-2-page-business-plan--49571396
– To help clients be good stewards of money and possessions.

Purpose Statement
– To glorify God by serving His People

Mission Statement
– To serve God’s people through intelligent and objective advice based on the Truth and Wisdom of God’s Word.

Purcell explained that “Critical to your vision for your business is an understanding of your why. Sometimes you need to eliminate an area of your business to streamline operations and increase profits.”

Purcell feels that identifying core values that balance “aspirational values” with “current values” keeps the proper alignment. Taking a pulse on the company currently to assess where the direction of the company is headed sets the culture for the company.

Elements of the 2-Page Business Plan include:
• What is the niche?
• What is the purpose?
• Who is the target market?
• Develop the Organizational Chart to deliver value
• Develop the “ROCK” Strategy showing where to focus.
• Identify the obstacles to overcome.

The primary source of new clients for Don is referrals from clients. These referrals have led Don to serve clients in multiple states and countries.

Don’s commitment to excellence and dedication to integrity cause him to strive to provide the highest standard of service.

Let my 30 years of experience as a CPA, investment advisor, and serial entrepreneur help your venture get on track and stay on track. Whatever issue you’re facing right now, whether it be soaring healthcare costs, government regulations, income taxes, or macro-economic concerns; I can help you.

Learn More: https://cbizcoach.co/



Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-don-purcell-cpa-certified-kingdom-advisor-founder-of-clarity-business-coaching-discussing-the-2-page-business-plan]]>https://api.spreaker.com/episode/49571396Wed, 27 Apr 2022 16:31:04 +0000Mike Saunders, MBADon’s Vision Statement: – To help clients be good stewards of money and possessions. Purpose Statement – To glorify God by serving His People Mission Statement – To serve God’s people through intelligent and objective advice based on the...
– To help clients be good stewards of money and possessions.

Purpose Statement
– To glorify God by serving His People

Mission Statement
– To serve God’s people through intelligent and objective advice based on the Truth and Wisdom of God’s Word.

Purcell explained that “Critical to your vision for your business is an understanding of your why. Sometimes you need to eliminate an area of your business to streamline operations and increase profits.”

Purcell feels that identifying core values that balance “aspirational values” with “current values” keeps the proper alignment. Taking a pulse on the company currently to assess where the direction of the company is headed sets the culture for the company.

Elements of the 2-Page Business Plan include:
• What is the niche?
• What is the purpose?
• Who is the target market?
• Develop the Organizational Chart to deliver value
• Develop the “ROCK” Strategy showing where to focus.
• Identify the obstacles to overcome.

The primary source of new clients for Don is referrals from clients. These referrals have led Don to serve clients in multiple states and countries.

Don’s commitment to excellence and dedication to integrity cause him to strive to provide the highest standard of service.

Let my 30 years of experience as a CPA, investment advisor, and serial entrepreneur help your venture get on track and stay on track. Whatever issue you’re facing right now, whether it be soaring healthcare costs, government regulations, income taxes, or macro-economic concerns; I can help you.

Learn More: https://cbizcoach.co/



Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-don-purcell-cpa-certified-kingdom-advisor-founder-of-clarity-business-coaching-discussing-the-2-page-business-plan]]>1446influential influencers,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-nick-bour-founder-and-ceo-of-inspire-wealth-discussing-retirement-exit-planning-for-business-owners--49571196
Nick takes an educational approach to financial planning. He aims to lead his clients down the right path while providing a complete picture of the road ahead. Part of his comprehensive process involves his team members and the unique skills they offer to best serve the clients of Inspire Wealth. In addition to providing clear action steps, Nick encourages his clients to use their wealth as a tool to create memories along with a legacy enjoying the wealth they have built with their loved ones now and creating lasting memories before leaving it behind for future generations to inherit.

When it comes to making memories and family values, Nick likes to practice what he preaches. He and Jen, his wife of seventeen years, enjoy spending time at their family cottage on Long Lake with their two children, Toby and Olivia. They enjoy all sorts of quality time, from off-roading on the trails to relaxing sunsets. For Nick, helping his clients achieve the comfort and confidence to enjoy their wealth with their families, as he does, is his life’s greatest passion.

Learn More: https://inspireyourretirement.com/

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-nick-bour-founder-and-ceo-of-inspire-wealth-discussing-retirement-exit-planning-for-business-owners]]>https://api.spreaker.com/episode/49571196Wed, 27 Apr 2022 16:20:48 +0000Mike Saunders, MBANick has been in the financial services industry for twenty years. His passion for the industry was weighted primarily in the ability to work directly with families and businesses in a way that would truly impact their lives and the generations that...
Nick takes an educational approach to financial planning. He aims to lead his clients down the right path while providing a complete picture of the road ahead. Part of his comprehensive process involves his team members and the unique skills they offer to best serve the clients of Inspire Wealth. In addition to providing clear action steps, Nick encourages his clients to use their wealth as a tool to create memories along with a legacy enjoying the wealth they have built with their loved ones now and creating lasting memories before leaving it behind for future generations to inherit.

When it comes to making memories and family values, Nick likes to practice what he preaches. He and Jen, his wife of seventeen years, enjoy spending time at their family cottage on Long Lake with their two children, Toby and Olivia. They enjoy all sorts of quality time, from off-roading on the trails to relaxing sunsets. For Nick, helping his clients achieve the comfort and confidence to enjoy their wealth with their families, as he does, is his life’s greatest passion.

Learn More: https://inspireyourretirement.com/

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-nick-bour-founder-and-ceo-of-inspire-wealth-discussing-retirement-exit-planning-for-business-owners]]>1981influential influencers,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-paul-fokken-with-fokken-financial--49549182
Learn More:

https://www.fokkenfinancial.com
www.boostyour401k.com





Investment Adviser Representative of and advisory services offered through Royal Fund Management, LLC, a SEC Registered Adviser”.

All investment strategies have the potential for profit or loss. Changes in investment strategies, contributions or withdrawals, and economic conditions may materially alter the performance of your portfolio. Different types of investments involve degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for a client’s investment portfolio. There are no assurances that a client’s portfolio will match or outperform any particular benchmark

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-paul-fokken-401k-expert]]>https://api.spreaker.com/episode/49549182Mon, 25 Apr 2022 18:08:02 +0000Mike Saunders, MBAI help employees and employers with a 401(k) by providing every employee the opportunity for Personalized Professional Account Management (PPAM). I also help businesses delegate virtually all their 401(k) plan corporate and personal risk away to other...
Learn More:

https://www.fokkenfinancial.com
www.boostyour401k.com





Investment Adviser Representative of and advisory services offered through Royal Fund Management, LLC, a SEC Registered Adviser”.

All investment strategies have the potential for profit or loss. Changes in investment strategies, contributions or withdrawals, and economic conditions may materially alter the performance of your portfolio. Different types of investments involve degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for a client’s investment portfolio. There are no assurances that a client’s portfolio will match or outperform any particular benchmark

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-paul-fokken-401k-expert]]>1206influential influencers,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-scott-melbye-ceo-and-director-of-uranium-royalty-corp--49518961
Learn More: https://www.uraniumroyalty.com/

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-scott-melbye-ceo-and-director-of-uranium-royalty-corp]]>https://api.spreaker.com/episode/49518961Fri, 22 Apr 2022 18:22:09 +0000Mike Saunders, MBAMr. Melbye has been a director of the Company since April of 2017 and has been the Chief Executive Officer and President of the Company since October 2019. He has over 37 years of experience in the nuclear energy industry and has held leadership...
Learn More: https://www.uraniumroyalty.com/

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-scott-melbye-ceo-and-director-of-uranium-royalty-corp]]>1025influential influencers,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-coach-chris-mcfarland-ceo-of-zero-limit-group--49518917
Learn More: https://www.linkedin.com/in/christianmcfarland/

719-207-6995

Smartmoneychris@gmail.com

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-coach-chris-mcfarland-ceo-of-zero-limit-group]]>https://api.spreaker.com/episode/49518917Fri, 22 Apr 2022 18:17:13 +0000Mike Saunders, MBAChris is a record-setting producer who shows agents how to break through to life-changing success & long-term security with proven appointment setting systems based on eliminating debt to build wealth for everyday Americans. “Coach Chris”, as he is...
Learn More: https://www.linkedin.com/in/christianmcfarland/

719-207-6995

Smartmoneychris@gmail.com

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-coach-chris-mcfarland-ceo-of-zero-limit-group]]>1368influential influencers,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-neena-r-speer-attorney-author-and-speaker-discussing-her-trademark-that-thursdays-virtual-summit--49518875
Learn More:
www.trademarkthatthursdays.com
https://bit.ly/trademarkthatthursdayscle
https://anchor.fm/trademark-that-thursdays

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-neena-r-speer-attorney-author-and-speaker-discussing-her-trademark-that-thursdays-virtual-summit]]>https://api.spreaker.com/episode/49518875Fri, 22 Apr 2022 18:12:43 +0000Mike Saunders, MBAShe has a solo law firm called the Neena R. Speer Law Firm LLC. She is a Founder and Executive Director of her mentoring nonprofit focused on continuous mentorship for all students at all levels K-12 & college, Step 1-2-3 Mentor for Life Initiative...
Learn More:
www.trademarkthatthursdays.com
https://bit.ly/trademarkthatthursdayscle
https://anchor.fm/trademark-that-thursdays

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-neena-r-speer-attorney-author-and-speaker-discussing-her-trademark-that-thursdays-virtual-summit]]>1209influential influencers,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-brock-falconer-regional-director-of-sales-for-dibrokerwest--49509649
Learn More: https://dibrokerwest.com/

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-brock-falconer-regional-director-of-sales-for-dibrokerwest]]>https://api.spreaker.com/episode/49509649Thu, 21 Apr 2022 20:55:34 +0000Mike Saunders, MBASince being introduced into the market in 2007, I’ve been a highly motivated advocate for the Income Protection/DI market. People too often assume they will continue to collect a paycheck, never thinking this is something they should insure. Outside...
Learn More: https://dibrokerwest.com/

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-brock-falconer-regional-director-of-sales-for-dibrokerwest]]>1122influential influencers,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-kaitlyn-carlson-founder-ceo-of-theory-planning-partners--49482957Before launching Theory Planning Partners, Kaitlyn spent the majority of her career at UBS Financial Services, Inc., where she held roles in the South as well as the Northeast. There, she developed more than 300 financial plans for clients with assets ranging from $500,000 to $1 Billion. Subsequently, she became an advisor on a private wealth management team that managed over $600 million for a few dozen families. Her career began in asset management with Putnam Investments.

Kaitlyn is a CERTIFIED FINANCIAL PLANNER™️ (CFP®), Certified Exit Planning Advisor™️ (CEPA™️), and an Accredited Wealth Management Advisor (AWMA®).

Outside of work, she is a spiritual seeker ravenous to understand why we are here and how to make a meaningful life.

Kaitlyn lives in Marblehead, MA, with her husband, Jake, their son, Russell, and affectionate dog, Bacchus. In her free time, she enjoys exercising, reading, traveling, and trying new restaurants around Boston.

Learn More: https://theoryplanning.com/

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-kaitlyn-carlson-founder-ceo-of-theory-planning-partners]]>https://api.spreaker.com/episode/49482957Tue, 19 Apr 2022 19:16:56 +0000Mike Saunders, MBATheory Planning Partners is a boutique wealth creation firm for the top female entrepreneurs in the United States. Before launching Theory Planning Partners, Kaitlyn spent the majority of her career at UBS Financial Services, Inc., where she held...Before launching Theory Planning Partners, Kaitlyn spent the majority of her career at UBS Financial Services, Inc., where she held roles in the South as well as the Northeast. There, she developed more than 300 financial plans for clients with assets ranging from $500,000 to $1 Billion. Subsequently, she became an advisor on a private wealth management team that managed over $600 million for a few dozen families. Her career began in asset management with Putnam Investments.

Kaitlyn is a CERTIFIED FINANCIAL PLANNER™️ (CFP®), Certified Exit Planning Advisor™️ (CEPA™️), and an Accredited Wealth Management Advisor (AWMA®).

Outside of work, she is a spiritual seeker ravenous to understand why we are here and how to make a meaningful life.

Kaitlyn lives in Marblehead, MA, with her husband, Jake, their son, Russell, and affectionate dog, Bacchus. In her free time, she enjoys exercising, reading, traveling, and trying new restaurants around Boston.

Learn More: https://theoryplanning.com/

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-kaitlyn-carlson-founder-ceo-of-theory-planning-partners]]>1170influential influencers,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-carol-sanford-founder-and-designer-of-the-regenerative-business-development-community--49466872
Carol is a founder and leader of The Regenerative Business Development Community, with lifetime members of almost 500, meeting in locations around the world and online with leaders from multiple companies at a time, learning together in bi-quarterly events as well as an Annual Regenerative Business Summit, Carol is also a founder and leader of The Regenerative Change Agent Development Community, with member and events in three regions- Americas, EMEA, Deep Pacific with over 50 events a year in person and online with regenerative change agents learning about and creating change together. Special events on life partnering and multi-family parenting roles.
Carol is the author of six best-selling books including her latest books— “Indirect Work: A Regenerative Change Theory for Business, Communities, Institutions, and Humans” and “The Regenerative Life: Transform any organization, our society, and your destiny.” She is producer and storyteller of her three podcasts including Business Second Opinion. And Regenerative Life Hacks on YouTube

Learn More: http://www.carolsanford.com/

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-carol-sanford-founder-and-designer-of-the-regenerative-business-development-community]]>https://api.spreaker.com/episode/49466872Mon, 18 Apr 2022 14:57:24 +0000Mike Saunders, MBACarol is a consistently positive contrarian working side by side with Fortune 500 and new paradigm executive teams in designing and leading systemic business change and work design. Through her university and in-house educational offerings, global...
Carol is a founder and leader of The Regenerative Business Development Community, with lifetime members of almost 500, meeting in locations around the world and online with leaders from multiple companies at a time, learning together in bi-quarterly events as well as an Annual Regenerative Business Summit, Carol is also a founder and leader of The Regenerative Change Agent Development Community, with member and events in three regions- Americas, EMEA, Deep Pacific with over 50 events a year in person and online with regenerative change agents learning about and creating change together. Special events on life partnering and multi-family parenting roles.
Carol is the author of six best-selling books including her latest books— “Indirect Work: A Regenerative Change Theory for Business, Communities, Institutions, and Humans” and “The Regenerative Life: Transform any organization, our society, and your destiny.” She is producer and storyteller of her three podcasts including Business Second Opinion. And Regenerative Life Hacks on YouTube

Learn More: http://www.carolsanford.com/

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-carol-sanford-founder-and-designer-of-the-regenerative-business-development-community]]>1342influential influencers,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-john-medina-founder-of-john-medina-buys-houses--49447351
Learn More: https://www.johnmedinabuyshouses.com/

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-john-medina-founder-of-john-medina-buys-houses]]>https://api.spreaker.com/episode/49447351Fri, 15 Apr 2022 19:02:01 +0000Mike Saunders, MBAI have been married to my wife Yvette for 15 years and we have an 13 year son named Christian. When Yvette and I are not working, we spend as much time as possible with our family and friends, who are lucky enough to live close by. John enjoys fishing...
Learn More: https://www.johnmedinabuyshouses.com/

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-john-medina-founder-of-john-medina-buys-houses]]>1099influential influencers,mike saundersfalsefullhttps://www.spreaker.com/episode/conscious-capitalism-interview-with-jeff-risley-chief-growth-officer-at-saxum--49447195
With 30 years of experience in marketing, business development, strategy, consulting, sales, organizational growth, project management and relationship building, Jeff’s presence at Saxum helps convert instincts into intentions and data into decisions. With an MBA from Benedictine College and a Bachelor’s degree in journalism from the University of Kansas, Jeff is a Kansan at heart but has built his reputation in leadership at marketing, engineering and energy firms in Washington, D.C., Chicago and Kansas City. Now, Jeff leads Saxum’s efforts to strategically grow its business across the United States.

Learn More: https://saxum.com/ | https://bold.saxum.com/revenuemarketing

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/conscious-capitalism-interview-with-jeff-risley-chief-growth-officer-at-saxum]]>https://api.spreaker.com/episode/49447195Fri, 15 Apr 2022 18:44:39 +0000Mike Saunders, MBASaxum is an issues-obsessed agency delivering strategic campaigns and digital solutions for a changing world. The team at Saxum is unapologetically committed to a better world, and Jeff loves nothing more than helping business audiences make...
With 30 years of experience in marketing, business development, strategy, consulting, sales, organizational growth, project management and relationship building, Jeff’s presence at Saxum helps convert instincts into intentions and data into decisions. With an MBA from Benedictine College and a Bachelor’s degree in journalism from the University of Kansas, Jeff is a Kansan at heart but has built his reputation in leadership at marketing, engineering and energy firms in Washington, D.C., Chicago and Kansas City. Now, Jeff leads Saxum’s efforts to strategically grow its business across the United States.

Learn More: https://saxum.com/ | https://bold.saxum.com/revenuemarketing

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/conscious-capitalism-interview-with-jeff-risley-chief-growth-officer-at-saxum]]>1263influential influencers,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-cathy-miron-data-protection-cybersecurity-expert-and-ceo-of-esilo--49438138Most businesses are not prepared for the day when their IT systems are down, or their data is corrupted and lost. Cyberattacks have nearly tripled in the past year. This has left many leaders feeling helpless and worried they’re not doing enough to protect their business and assets.
Cathy addresses this by bringing over a decade of Fortune 50 leadership experience to her clients. Her strategies help clients avoid data loss and downtime, and take practical, actionable steps to disaster-proof their businesses.
Outside of eSilo, Cathy is a speaker, trainer, and SCORE certified small business mentor.
She also serves on the Board and Advisory Committees of multiple organizations committed to improving equal access to tech and education in South Florida.

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

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-cathy-miron-data-protection-cybersecurity-expert-and-ceo-of-esilo]]>https://api.spreaker.com/episode/49438138Thu, 14 Apr 2022 19:21:41 +0000Mike Saunders, MBACathy helps businesses protect their reputation and restore operations quickly after IT systems fail or are hacked. Most businesses are not prepared for the day when their IT systems are down, or their data is corrupted and lost. Cyberattacks have...Most businesses are not prepared for the day when their IT systems are down, or their data is corrupted and lost. Cyberattacks have nearly tripled in the past year. This has left many leaders feeling helpless and worried they’re not doing enough to protect their business and assets.
Cathy addresses this by bringing over a decade of Fortune 50 leadership experience to her clients. Her strategies help clients avoid data loss and downtime, and take practical, actionable steps to disaster-proof their businesses.
Outside of eSilo, Cathy is a speaker, trainer, and SCORE certified small business mentor.
She also serves on the Board and Advisory Committees of multiple organizations committed to improving equal access to tech and education in South Florida.

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

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-cathy-miron-data-protection-cybersecurity-expert-and-ceo-of-esilo]]>1130influential influencers,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-mark-yegge-the-wealth-architect--49437916He started investing when he was 12 – and made enough to buy his first car at 16. Mark started, and later sold, his Wall Street software company
– the company that ushered in after-hours trading. He then “retired” at the age of 39, but not before growing the company from nothing to a $30-million dollar enterprise.
Along the way, he garnered awards as Small Business of the Year, the Florida 100, and the Inc Magazine Fast 500 – recognizing the fastest-growing companies in America.
Personally, he was recognized twice by Deloitte as an Entrepreneur of the Year finalist.
In addition to his achievements in business, Mark has authored books and courses including: Hacking Money, The Cash Flow Machine,
Negotiate To Win-Win, The Secrets of Business, and others.

Today, Mark manages several investment funds, is a Wealth Architect for 7- and 8-figure investors and provides wealth education through his
learning ecosystem

Learn More: https://go.destinycreation.com/influential

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-mark-yegge-the-wealth-architect]]>https://api.spreaker.com/episode/49437916Thu, 14 Apr 2022 18:55:05 +0000Mike Saunders, MBAMark has spent his entire life learning and teaching people about wealth and the importance of a success mindset. He started investing when he was 12 – and made enough to buy his first car at 16. Mark started, and later sold, his Wall Street software...He started investing when he was 12 – and made enough to buy his first car at 16. Mark started, and later sold, his Wall Street software company
– the company that ushered in after-hours trading. He then “retired” at the age of 39, but not before growing the company from nothing to a $30-million dollar enterprise.
Along the way, he garnered awards as Small Business of the Year, the Florida 100, and the Inc Magazine Fast 500 – recognizing the fastest-growing companies in America.
Personally, he was recognized twice by Deloitte as an Entrepreneur of the Year finalist.
In addition to his achievements in business, Mark has authored books and courses including: Hacking Money, The Cash Flow Machine,
Negotiate To Win-Win, The Secrets of Business, and others.

Today, Mark manages several investment funds, is a Wealth Architect for 7- and 8-figure investors and provides wealth education through his
learning ecosystem

Learn More: https://go.destinycreation.com/influential

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-mark-yegge-the-wealth-architect]]>1449influential influencers,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-charles-walt-wilson-founder-of-private-pension-by-design--49427887
Private Pension by Design informs and educates individuals and businesses about alternative concept in planning for retirement. You should have freedom to design a plan which you control – one that provides tax advantages, gives you access to your money without penalties, guarantees you a reasonable return, and provides lifetime income for retirement. I have over 50 years in the financial services industry.

Learn More: https://www.privatepensionbydesign.com/
https://waltwilson360.com/

Private Pension by Design is not recommending tax advice and we suggest you contact your professional and licensed CPA or Tax Attorney for tax advice

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-charles-walt-wilson-founder-of-private-pension-by-design]]>https://api.spreaker.com/episode/49427887Wed, 13 Apr 2022 20:33:10 +0000Mike Saunders, MBACharles “Walt” Wilson established this company over ten years ago, to assist individuals and businesses in planning for retirement and building consistent growth while protecting their principal and providing certainty, clarity and guarantees....
Private Pension by Design informs and educates individuals and businesses about alternative concept in planning for retirement. You should have freedom to design a plan which you control – one that provides tax advantages, gives you access to your money without penalties, guarantees you a reasonable return, and provides lifetime income for retirement. I have over 50 years in the financial services industry.

Learn More: https://www.privatepensionbydesign.com/
https://waltwilson360.com/

Private Pension by Design is not recommending tax advice and we suggest you contact your professional and licensed CPA or Tax Attorney for tax advice

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-charles-walt-wilson-founder-of-private-pension-by-design]]>1358influential influencers,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-lewis-schiff-executive-director-of-moonshots-moneymakers--49427807
Lewis is also the author of the best-selling book, Business Brilliant, which focuses on the wealthcreating behaviors and attitudes for the new economy (Harper Collins 2013) and features in-depth profiles of of entrepreneurial greats such Richard Branson and Steve Jobs. His other books are The Armchair Millionaire, The Middle-Class Millionaire and The First Habit.

After selling 2 businesses (Armchair Millionaire and MainStreet.com) to publicly-traded companies,
Lewis founded Inc. Magazine’s Business Owners Council in 2010, a membership organization for Inc. 5000 honorees. Presenters included: Former U.S. Treasury Secretary, Hank Paulson, Howard Schultz of Starbucks, John Mackey of Whole Foods, Danny Meyer of Shake Shack, Kip Tindell of The Container Store, Deepak Chopra, and others.

Today, Lewis has partnered with other education entrepreneurs to reinvent college by transforming a 157 year old university—a “Moneymaker”—into a Moonshot, an EdTech platform called Perfect EDU.

Learn More-https://birthingofgiants.com/

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-lewis-schiff-executive-director-of-moonshots-moneymakers]]>https://api.spreaker.com/episode/49427807Wed, 13 Apr 2022 20:27:45 +0000Mike Saunders, MBACreator of Fellowship Week, the entrepreneur school for Inc. 5000 and other owners of fast-growth entrepreneurs and the Chairman of Birthing of Giants: The Oxford Innovation Conference for American Entrepreneurs. Lewis is also the author of the...
Lewis is also the author of the best-selling book, Business Brilliant, which focuses on the wealthcreating behaviors and attitudes for the new economy (Harper Collins 2013) and features in-depth profiles of of entrepreneurial greats such Richard Branson and Steve Jobs. His other books are The Armchair Millionaire, The Middle-Class Millionaire and The First Habit.

After selling 2 businesses (Armchair Millionaire and MainStreet.com) to publicly-traded companies,
Lewis founded Inc. Magazine’s Business Owners Council in 2010, a membership organization for Inc. 5000 honorees. Presenters included: Former U.S. Treasury Secretary, Hank Paulson, Howard Schultz of Starbucks, John Mackey of Whole Foods, Danny Meyer of Shake Shack, Kip Tindell of The Container Store, Deepak Chopra, and others.

Today, Lewis has partnered with other education entrepreneurs to reinvent college by transforming a 157 year old university—a “Moneymaker”—into a Moonshot, an EdTech platform called Perfect EDU.

Learn More-https://birthingofgiants.com/

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-lewis-schiff-executive-director-of-moonshots-moneymakers]]>1122influential influencers,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-ty-brady-owner-of-brady-insurance-marketing--49369864
He started Brady Insurance Marketing in 2012 and has since expanded into 44 states. Ty assists in recruiting and training over 3000 agents nationwide.

He is extremely passionate about his business and is blazing the trail as one of the top FMO in the country.

Ty is devoted to his “Fantastic 4”; family, faith, financial freedom and free time. He has impacted thousands of agents and agency owners and assisted them to achieve their own personal level of success.

He has been a key part in helping agency owners and agents achieve a 6 or 7 figure residual income. Ty truly believes that this is the greatest business of all time.

Learn More: https://bradyinsurancemarketing.com/

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-ty-brady-owner-of-brady-insurance-marketing]]>https://api.spreaker.com/episode/49369864Fri, 08 Apr 2022 19:37:38 +0000Mike Saunders, MBAAfter being forced out of his career in construction, in the crash of 2008, Ty Brady started over and began his career specializing in helping individuals with their Medicare needs. He started Brady Insurance Marketing in 2012 and has since...
He started Brady Insurance Marketing in 2012 and has since expanded into 44 states. Ty assists in recruiting and training over 3000 agents nationwide.

He is extremely passionate about his business and is blazing the trail as one of the top FMO in the country.

Ty is devoted to his “Fantastic 4”; family, faith, financial freedom and free time. He has impacted thousands of agents and agency owners and assisted them to achieve their own personal level of success.

He has been a key part in helping agency owners and agents achieve a 6 or 7 figure residual income. Ty truly believes that this is the greatest business of all time.

Learn More: https://bradyinsurancemarketing.com/

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-ty-brady-owner-of-brady-insurance-marketing]]>1208influential influencers,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-nick-bour-founder-and-ceo-of-inspire-wealth-discussing-his-wealth-management-formula--49369828
Nick takes an educational approach to financial planning. He aims to lead his clients down the right path while providing a complete picture of the road ahead. Part of his comprehensive process involves his team members and the unique skills they offer to best serve the clients of Inspire Wealth. In addition to providing clear action steps, Nick encourages his clients to use their wealth as a tool to create memories along with a legacy enjoying the wealth they have built with their loved ones now and creating lasting memories before leaving it behind for future generations to inherit.

When it comes to making memories and family values, Nick likes to practice what he preaches. He and Jen, his wife of seventeen years, enjoy spending time at their family cottage on Long Lake with their two children, Toby and Olivia. They enjoy all sorts of quality time, from off-roading on the trails to relaxing sunsets. For Nick, helping his clients achieve the comfort and confidence to enjoy their wealth with their family, as he does, is his life’s greatest passion.

Learn More: https://inspireyourretirement.com/

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-nick-bour-founder-and-ceo-of-inspire-wealth-discussing-his-wealth-management-formula]]>https://api.spreaker.com/episode/49369828Fri, 08 Apr 2022 19:32:19 +0000Mike Saunders, MBANick has been in the financial services industry for twenty years. His passion for the industry was weighted primarily in the ability to work directly with families and businesses in a way that would truly impact their lives and the generations that...
Nick takes an educational approach to financial planning. He aims to lead his clients down the right path while providing a complete picture of the road ahead. Part of his comprehensive process involves his team members and the unique skills they offer to best serve the clients of Inspire Wealth. In addition to providing clear action steps, Nick encourages his clients to use their wealth as a tool to create memories along with a legacy enjoying the wealth they have built with their loved ones now and creating lasting memories before leaving it behind for future generations to inherit.

When it comes to making memories and family values, Nick likes to practice what he preaches. He and Jen, his wife of seventeen years, enjoy spending time at their family cottage on Long Lake with their two children, Toby and Olivia. They enjoy all sorts of quality time, from off-roading on the trails to relaxing sunsets. For Nick, helping his clients achieve the comfort and confidence to enjoy their wealth with their family, as he does, is his life’s greatest passion.

Learn More: https://inspireyourretirement.com/

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-nick-bour-founder-and-ceo-of-inspire-wealth-discussing-his-wealth-management-formula]]>1619influential influencers,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-kevin-volz-ceo-of-badger-insurance-advisors--49356424
Having lived in many parts of the United States, Kevin has called Denver, Colorado home since 2001. With a passion for golf, Kevin gives back to the community as a local high school golf coach. When not analyzing insurance declaration pages, he enjoys spending time with his daughter Gillian, wife Barb, and their yellow lab Shelbert.

Learn More: https://badgerinsuranceadvisors.com/

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-kevin-volz-ceo-of-badger-insurance-advisors]]>https://api.spreaker.com/episode/49356424Thu, 07 Apr 2022 17:44:14 +0000Mike Saunders, MBAThe year was 1992, and Kevin Volz, a recent graduate of the University of Wisconsin (Badgers), got his start in the financial services arena. Over the years, his practice transformed from investment advising to planning, to incorporating in-depth...
Having lived in many parts of the United States, Kevin has called Denver, Colorado home since 2001. With a passion for golf, Kevin gives back to the community as a local high school golf coach. When not analyzing insurance declaration pages, he enjoys spending time with his daughter Gillian, wife Barb, and their yellow lab Shelbert.

Learn More: https://badgerinsuranceadvisors.com/

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-kevin-volz-ceo-of-badger-insurance-advisors]]>1085influential influencers,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-drexwell-seymour-certified-public-accountant-author-of-rise-up-and-take-your-position--49356324
Learn More: http://www.drexwellseymour.com/

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-drexwell-seymour-certified-public-accountant-author-of-rise-up-and-take-your-position]]>https://api.spreaker.com/episode/49356324Thu, 07 Apr 2022 17:37:40 +0000Mike Saunders, MBAHe has been practicing accounting since 1991 after graduating with an MBA in Finance. However, he has discovered his passion and purpose in life about 4 years ago which is to encourage, inspire and influence others. He fulfils this purpose through his...
Learn More: http://www.drexwellseymour.com/

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-drexwell-seymour-certified-public-accountant-author-of-rise-up-and-take-your-position]]>1075influential influencers,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-david-garofalo-ceo-of-gold-royalty-corp--49259113
Learn More: https://goldroyalty.com/

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-david-garofalo-ceo-of-gold-royalty-corp]]>https://api.spreaker.com/episode/49259113Wed, 30 Mar 2022 22:19:53 +0000Mike Saunders, MBAMr. Garofalo has served as Chief Executive Officer, President and Chairman of the board of directors of the Company since August 2020. Mr. Garofalo has worked in various leadership capacities in the natural resources sector over the last 30 years....
Learn More: https://goldroyalty.com/

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-david-garofalo-ceo-of-gold-royalty-corp]]>1034influential influencers,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-kevin-coffey-ceo-of-complete-spectrum-financial-services-discussing-his-unique-donation-fundraiser-program--49243281
Learn More:

(303) 922-4309
https://www.complete-spectrum.com



Nothing in this presentation constitutes tax, legal, insurance, or investment advice, nor does it constitute a solicitation or an offer to buy or sell any security or other financial instrument. The purpose of this presentation is to provide you with general information. Before purchasing any products or making any changes to your finances, you should obtain competent investment and tax advice both as to tax treatment of the contract and the suitability of the investment.

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-kevin-coffey-ceo-of-complete-spectrum-financial-services-discussing-his-unique-donation-fundraiser-program]]>https://api.spreaker.com/episode/49243281Tue, 29 Mar 2022 18:08:47 +0000Mike Saunders, MBAKevin Coffey grew up in North Denver and is a native of Colorado. His company is built on old fashion values, which he learned from his grandparents, Flory Iacovetto & Rose Lombardi, who taught him that client satisfaction should mean more than...
Learn More:

(303) 922-4309
https://www.complete-spectrum.com



Nothing in this presentation constitutes tax, legal, insurance, or investment advice, nor does it constitute a solicitation or an offer to buy or sell any security or other financial instrument. The purpose of this presentation is to provide you with general information. Before purchasing any products or making any changes to your finances, you should obtain competent investment and tax advice both as to tax treatment of the contract and the suitability of the investment.

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-kevin-coffey-ceo-of-complete-spectrum-financial-services-discussing-his-unique-donation-fundraiser-program]]>1147influential influencers,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-greg-gelineau-executive-vice-president-at-american-senior-benefits--49202375
Specialties: Gaining, training, and driving radical growth in all sales organizations. Specializing in Leadership development, growing people and organizations, personally, professionally and financially. Nationally inspiring public speaker and trainer on Leadership, systems and drivers, as well as expectations and accountability in sales organizations.
Teaching Managers how to become great leaders, and gain, train, and maintain dynamic sales teams.

Learn More: https://americanseniorbenefits.com/what-sets-us-apart/the-asb-experience/



Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-greg-gelineau-executive-vice-president-at-american-senior-benefits]]>https://api.spreaker.com/episode/49202375Fri, 25 Mar 2022 18:06:44 +0000Mike Saunders, MBA37-years of Executive level leadership experience. I have successfully built and led three Financial service branches to record setting results. I have been a public key speaker at many national events. Received prestigious Diamond and Platinum awards...
Specialties: Gaining, training, and driving radical growth in all sales organizations. Specializing in Leadership development, growing people and organizations, personally, professionally and financially. Nationally inspiring public speaker and trainer on Leadership, systems and drivers, as well as expectations and accountability in sales organizations.
Teaching Managers how to become great leaders, and gain, train, and maintain dynamic sales teams.

Learn More: https://americanseniorbenefits.com/what-sets-us-apart/the-asb-experience/



Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-greg-gelineau-executive-vice-president-at-american-senior-benefits]]>1193influential influencers,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-pete-piranio-founder-of-the-empirepreneur-fitness-business-operating-system--49202343
Today he’s on a mission to help other fitness business owners and entrepreneurs start, grow, and scale successful businesses by closing the gap between technical expert and business expert. He helps owners make starting businesses more attainable, running them easier, growing faster, and help entrepreneurs build fitness businesses not reliant on them without sacrificing growth. He does this with EmpirePreneur’s Fitness Business Operating System. A plug and play operating system and coaching program to help fitness business owners build business that run without them in 12 months or less. FBOS is a complete franchise system without the franchise.

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

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-pete-piranio-founder-of-the-empirepreneur-fitness-business-operating-system]]>https://api.spreaker.com/episode/49202343Fri, 25 Mar 2022 18:01:14 +0000Mike Saunders, MBAPete has been involved with successfully growing and scaling a businesses for over 20 years. In a the fitness industry and business model where most who attempted to truly scale- failed. He built a multi-state, multi-location, and multi-million dollar...
Today he’s on a mission to help other fitness business owners and entrepreneurs start, grow, and scale successful businesses by closing the gap between technical expert and business expert. He helps owners make starting businesses more attainable, running them easier, growing faster, and help entrepreneurs build fitness businesses not reliant on them without sacrificing growth. He does this with EmpirePreneur’s Fitness Business Operating System. A plug and play operating system and coaching program to help fitness business owners build business that run without them in 12 months or less. FBOS is a complete franchise system without the franchise.

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

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-pete-piranio-founder-of-the-empirepreneur-fitness-business-operating-system]]>1459influential influencers,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-don-purcell-cpa-certified-kingdom-advisor-with-clarity-business-coaching-discussing-the-benefits-of-a-business-advisor--49202283To help clients be good stewards over money and possessions.

Purpose Statement
To glorify God by serving His People

Mission Statement
To serve God’s people through intelligent and objective advice based on the Truth and Wisdom of God’s Word.

Experience

– Don has over 25 years of experience in the financial services industry.

– Staff auditor for the accounting firm of KMPG Peat Marwick.

– First ever Controller for the law firm of Akerman (a top 100 US law firm)

– Founder of a public accounting practice in 1988 focusing on tax compliance and tax planning.

– Registered Representative, 1995 –

– Exited the tax compliance practice to focus full time on fee-based financial planning, investments, and risk management in 2004.

– Member American Institute of Certified Public Accountants
City of Winter Springs, FL
o Bicycle/Pedestrian Advisory Committee (2013 – 2014)

– Treasurer, MulliganLife – a Florida non-profit ministry (2011)

– Chairman, True North Foundation (2009-10)

– Board of directors for the Oviedo Chamber of Commerce (1993)

– Board of directors for the Maitland Chamber of Commerce (1995)

– Treasurer, Inverness Golf & Country Club 2020
Awards, Honors, and Achievements

– Presidential Award of Appreciation from the Orlando Jaycees (1988)

– Mutual of New York (MONY):
– New Associate of the Year (The MONY Group, Orlando-1996)

– Million Dollar Round Table
– Court of the Table (2005)
– Top of the Table (2006)

– FIVE STAR Wealth Manager (2011)

Education, Certificates

– Drake University B.S.B.A (Accounting-1981)

– Post Baccalaureate studies at Harvard University (2003-09)

– Certified Public Accountant (CPA)

– Personal Financial Specialist (PFS)

– Accredited Tax Planning Specialist (1996)


Services

– Serving client in multiple states for over 35 years in areas such as:
– Business Coaching / Financial & Business Planning /
Executive Planning Services

The primary source of new clients for Don are referrals from clients. These referrals have led Don to serve clients in multiple states and countries.

Don’s commitment to excellence and dedication to integrity cause him to strive to provide the highest standard of service.

Let my 30 years of experience as a CPA, investment advisor, and serial entrepreneur help your venture get on track and stay on track. Whatever issue you’re facing right now, whether it be soaring healthcare costs, government regulations, income taxes, or macro-economic concerns; I can help you.

Learn More: https://cbizcoach.co/
1-800-344-1272

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-don-purcell-cpa-certified-kingdom-advisor-with-clarity-business-coaching-discussing-the-benefits-of-a-business-advisor]]>https://api.spreaker.com/episode/49202283Fri, 25 Mar 2022 17:53:42 +0000Mike Saunders, MBADon’s Vision Statement: To help clients be good stewards over money and possessions. Purpose Statement To glorify God by serving His People Mission Statement To serve God’s people through intelligent and objective advice based on the Truth...To help clients be good stewards over money and possessions.

Purpose Statement
To glorify God by serving His People

Mission Statement
To serve God’s people through intelligent and objective advice based on the Truth and Wisdom of God’s Word.

Experience

– Don has over 25 years of experience in the financial services industry.

– Staff auditor for the accounting firm of KMPG Peat Marwick.

– First ever Controller for the law firm of Akerman (a top 100 US law firm)

– Founder of a public accounting practice in 1988 focusing on tax compliance and tax planning.

– Registered Representative, 1995 –

– Exited the tax compliance practice to focus full time on fee-based financial planning, investments, and risk management in 2004.

– Member American Institute of Certified Public Accountants
City of Winter Springs, FL
o Bicycle/Pedestrian Advisory Committee (2013 – 2014)

– Treasurer, MulliganLife – a Florida non-profit ministry (2011)

– Chairman, True North Foundation (2009-10)

– Board of directors for the Oviedo Chamber of Commerce (1993)

– Board of directors for the Maitland Chamber of Commerce (1995)

– Treasurer, Inverness Golf & Country Club 2020
Awards, Honors, and Achievements

– Presidential Award of Appreciation from the Orlando Jaycees (1988)

– Mutual of New York (MONY):
– New Associate of the Year (The MONY Group, Orlando-1996)

– Million Dollar Round Table
– Court of the Table (2005)
– Top of the Table (2006)

– FIVE STAR Wealth Manager (2011)

Education, Certificates

– Drake University B.S.B.A (Accounting-1981)

– Post Baccalaureate studies at Harvard University (2003-09)

– Certified Public Accountant (CPA)

– Personal Financial Specialist (PFS)

– Accredited Tax Planning Specialist (1996)


Services

– Serving client in multiple states for over 35 years in areas such as:
– Business Coaching / Financial & Business Planning /
Executive Planning Services

The primary source of new clients for Don are referrals from clients. These referrals have led Don to serve clients in multiple states and countries.

Don’s commitment to excellence and dedication to integrity cause him to strive to provide the highest standard of service.

Let my 30 years of experience as a CPA, investment advisor, and serial entrepreneur help your venture get on track and stay on track. Whatever issue you’re facing right now, whether it be soaring healthcare costs, government regulations, income taxes, or macro-economic concerns; I can help you.

Learn More: https://cbizcoach.co/
1-800-344-1272

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-don-purcell-cpa-certified-kingdom-advisor-with-clarity-business-coaching-discussing-the-benefits-of-a-business-advisor]]>1456influential influencers,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-lm-stamper-managing-director-with-evermore-wealth-discussing-how-women-can-grow-money-tax-free--49174420
Over the past 10 years, he’s helped some of the most successful female professionals implement saving and investing strategies that move them towards a path of financial freedom and security (his bread & butter is C-suite Women in the Sports industry).

LM Stamper’s (“Stamp”) mission is to help educate women about the laws of money so they can make better, more informed decisions regarding their finances.

He has won various awards for accomplishments in the education and implementation of financial strategies for his clients, as well as for the development of new advisors.

Stamp works with women to implement consistent, reliable, and academically sound investing strategies, organizes their finances in a way that’s easy to read, insulates them from the greatest threats to their money, and positions them for optimal cash flow when they are ready to leave the workplace.

He holds the RICP® designation, which is a specific discipline dedicated to the implementation and maximization of retirement income, as well as legacy planning and tax mitigation.

Stamp grew up as an Army brat, traveling the world with his family from Los Angeles to Lubbock, to Austin, to Germany. He’s thankful to have seen what the world has to offer and now proudly makes Texas his home.

Learn More: https://lmstamper.com/



Registered Representative of Park Avenue Securities LLC (PAS), 3040 Post Oak Blvd., Suite 1150 Houston, Texas 77056. Securities products and services are offered through Park Avenue Securities LLC (PAS). PAS is a wholly owned subsidiary of Guardian. Guardian and PAS are located at 10 Hudson Yards, New York, NY 10001. Important Disclosures 2019-89388 Exp. 11/21. LMStamper.com is not an affiliate or subsidiary of PAS or Guardian. PAS is a member FINRA, SIPC.
Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.
Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-lm-stamper-managing-director-with-evermore-wealth-discussing-how-women-can-grow-money-tax-free]]>https://api.spreaker.com/episode/49174420Wed, 23 Mar 2022 21:13:33 +0000Mike Saunders, MBALM Stamper helps women over 40 to retire early, keep the same lifestyle, and not run out of money through his SGD™️ Process. Over the past 10 years, he’s helped some of the most successful female professionals implement saving and investing...
Over the past 10 years, he’s helped some of the most successful female professionals implement saving and investing strategies that move them towards a path of financial freedom and security (his bread & butter is C-suite Women in the Sports industry).

LM Stamper’s (“Stamp”) mission is to help educate women about the laws of money so they can make better, more informed decisions regarding their finances.

He has won various awards for accomplishments in the education and implementation of financial strategies for his clients, as well as for the development of new advisors.

Stamp works with women to implement consistent, reliable, and academically sound investing strategies, organizes their finances in a way that’s easy to read, insulates them from the greatest threats to their money, and positions them for optimal cash flow when they are ready to leave the workplace.

He holds the RICP® designation, which is a specific discipline dedicated to the implementation and maximization of retirement income, as well as legacy planning and tax mitigation.

Stamp grew up as an Army brat, traveling the world with his family from Los Angeles to Lubbock, to Austin, to Germany. He’s thankful to have seen what the world has to offer and now proudly makes Texas his home.

Learn More: https://lmstamper.com/



Registered Representative of Park Avenue Securities LLC (PAS), 3040 Post Oak Blvd., Suite 1150 Houston, Texas 77056. Securities products and services are offered through Park Avenue Securities LLC (PAS). PAS is a wholly owned subsidiary of Guardian. Guardian and PAS are located at 10 Hudson Yards, New York, NY 10001. Important Disclosures 2019-89388 Exp. 11/21. LMStamper.com is not an affiliate or subsidiary of PAS or Guardian. PAS is a member FINRA, SIPC.
Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.
Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-lm-stamper-managing-director-with-evermore-wealth-discussing-how-women-can-grow-money-tax-free]]>1574influential influencers,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-eric-holsapple-founder-of-living-in-the-gap--49174361
Learn More: https://livinginthegap.org/

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-eric-holsapple-founder-of-living-in-the-gap]]>https://api.spreaker.com/episode/49174361Wed, 23 Mar 2022 21:05:56 +0000Mike Saunders, MBAHolsapple is a successful developer and entrepreneur who has used mindfulness to transform his life and business and helps others to do the same. Eric has a PhD in Economics, has been a real estate CEO and developer for nearly 40 years, lectured real...
Learn More: https://livinginthegap.org/

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-eric-holsapple-founder-of-living-in-the-gap]]>1467influential influencers,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-barry-rutten-cfp-co-founder-and-managing-partner-of-wealthdefense-financial-advisors--49156859
With over 35 years of experience as a Certified Financial Planner, Barry has developed and refined a proprietary process for creating collaborative and cooperative financial and retirement planning engagements with clients.

Barry has owned and operated several financial planning and investment advisory firms and served as the Director of Financial Services and Director of Charitable Trust Planning for a major bank located in the Pacific Northwest.

Outside of work, Barry is a boating enthusiast who can often be found on the waters of Lake Washington, Puget Sound, and the Salish Sea. He resides in Kirkland, Washington with his wife Colleen and enjoys hiking and weight lifting, traveling, chasing new “first” experiences and he is always striving to catch the perfect sunset picture.

Learn More www.WealthDefenseGroup.com

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-barry-rutten-cfp-co-founder-and-managing-partner-of-wealthdefense-financial-advisors]]>https://api.spreaker.com/episode/49156859Tue, 22 Mar 2022 20:56:53 +0000Mike Saunders, MBAAn admitted industry “contrarian” who is wary and often critical of conventional financial wisdom, Barry Rutten is the Co-Founder and Managing Partner of WealthDefense Financial Advisors, which focuses on the unique needs and goals of business owners,...
With over 35 years of experience as a Certified Financial Planner, Barry has developed and refined a proprietary process for creating collaborative and cooperative financial and retirement planning engagements with clients.

Barry has owned and operated several financial planning and investment advisory firms and served as the Director of Financial Services and Director of Charitable Trust Planning for a major bank located in the Pacific Northwest.

Outside of work, Barry is a boating enthusiast who can often be found on the waters of Lake Washington, Puget Sound, and the Salish Sea. He resides in Kirkland, Washington with his wife Colleen and enjoys hiking and weight lifting, traveling, chasing new “first” experiences and he is always striving to catch the perfect sunset picture.

Learn More www.WealthDefenseGroup.com

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-barry-rutten-cfp-co-founder-and-managing-partner-of-wealthdefense-financial-advisors]]>1543influential influencers,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-troy-thompson-ceo-founder-of-virtual-insurance-tools--49156769He also assists his company with developing new technology for consumer-facing online buyers.
Troy started his insurance career in 1998 as an independent insurance agent focusing on long-term care and later built a brokerage agency.
Troy started developing technology for the insurance industry in 2014 and works with IMO’s, BGA’s and independent insurance agents across the US.
Troy attended Iowa State University. He enjoys spending time with his family and frequently competes in ultra-endurance sports such as running, swimming and IronMan.

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



Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-troy-thompson-ceo-founder-of-virtual-insurance-tools]]>https://api.spreaker.com/episode/49156769Tue, 22 Mar 2022 20:44:17 +0000Mike Saunders, MBATroy is responsible for helping agents tap into the online buyers’ market for life insurance, final expense and Medicare supplements. He also assists his company with developing new technology for consumer-facing online buyers. Troy started his...He also assists his company with developing new technology for consumer-facing online buyers.
Troy started his insurance career in 1998 as an independent insurance agent focusing on long-term care and later built a brokerage agency.
Troy started developing technology for the insurance industry in 2014 and works with IMO’s, BGA’s and independent insurance agents across the US.
Troy attended Iowa State University. He enjoys spending time with his family and frequently competes in ultra-endurance sports such as running, swimming and IronMan.

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



Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-troy-thompson-ceo-founder-of-virtual-insurance-tools]]>1307influential influencers,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-melissa-houston-founder-of-the-fractional-cfo-agency--49126632A licensed Chartered Professional Accountant (CPA), she’s a Financial Strategist for CEOs, and she helps successful business owners increase their profit margins without having to increase revenue so that they keep more
money in their pocket while increasing their wealth.

Melissa’s seen the bottom and climbed her way back up; she personally and financially bounced back from concealing $100k in personal debt from her husband. She shares her story to remind people that your mistakes don’t define you, and as humans, we all make mistakes and can recover from them. Now she uses that to teach entrepreneurs to become financially literate in order to create profit in their businesses. She has over20 years of business experience with large and small corporations, government, and not-for-profit industries while specializing in Internal Controls, corporate accounting, budgets, financial reporting, corporate &personal tax, audit, and SR&ED. Melissa enjoys helping business owners build their businesses by increasing their financial management skills. Your numbers are telling you a story – make sure you are listening to it.

Melissa’s passion is helping business owners go from 6-figure to 7-figure businesses and achieving their personal financial dreams.

When Melissa isn’t helping entrepreneurs become better CEO’s of their business, she can be found at the cottage with her husband Jamie, two teen children, and two dogs.

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

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-melissa-houston-founder-of-the-fractional-cfo-agency]]>https://api.spreaker.com/episode/49126632Mon, 21 Mar 2022 00:07:14 +0000Mike Saunders, MBAMelissa is a columnist at Forbes.com, and the host of The Business Society podcast. A licensed Chartered Professional Accountant (CPA), she’s a Financial Strategist for CEOs, and she helps successful business owners increase their profit margins...A licensed Chartered Professional Accountant (CPA), she’s a Financial Strategist for CEOs, and she helps successful business owners increase their profit margins without having to increase revenue so that they keep more
money in their pocket while increasing their wealth.

Melissa’s seen the bottom and climbed her way back up; she personally and financially bounced back from concealing $100k in personal debt from her husband. She shares her story to remind people that your mistakes don’t define you, and as humans, we all make mistakes and can recover from them. Now she uses that to teach entrepreneurs to become financially literate in order to create profit in their businesses. She has over20 years of business experience with large and small corporations, government, and not-for-profit industries while specializing in Internal Controls, corporate accounting, budgets, financial reporting, corporate &personal tax, audit, and SR&ED. Melissa enjoys helping business owners build their businesses by increasing their financial management skills. Your numbers are telling you a story – make sure you are listening to it.

Melissa’s passion is helping business owners go from 6-figure to 7-figure businesses and achieving their personal financial dreams.

When Melissa isn’t helping entrepreneurs become better CEO’s of their business, she can be found at the cottage with her husband Jamie, two teen children, and two dogs.

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

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-melissa-houston-founder-of-the-fractional-cfo-agency]]>1137influential influencers,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-joe-lukacs-expert-in-mastermind-groups-for-financial-advisors--49126513
Learn More: https://www.coachjoe.guru/

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-joe-lukacs-expert-in-mastermind-groups-for-financial-advisors]]>https://api.spreaker.com/episode/49126513Sun, 20 Mar 2022 23:57:10 +0000Mike Saunders, MBAI am one of the most experienced coaches for financial advisors with over 28 years and over 55,000 individual coaching sessions during that time. You can see why many of my clients have endorsed me and my results Learn More:...
Learn More: https://www.coachjoe.guru/

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-joe-lukacs-expert-in-mastermind-groups-for-financial-advisors]]>1716influential influencers,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-jeremy-booze-digital-strategist-at-elite-advisors-media-group--49109402Experienced in web design, social media advertising, Local SEO, video production, content writing, lead generation strategy, and sales funnel processes, Jeremy considers him self a jack of all trades.
When it comes to SEO he is proud to have a track record of achieving visibility for businesses within the top 3 spots of the local search pack, resulting in a dramatic increase of sales opportunities for the client.

Additionally, for the past 2.5 years he has been a pivotal team member assisting in the development of a comprehensive marketing platform focused on serving financial and insurance professionals.

Featuring programs for lead generation, brand awareness, prospect qualification, and client nurturing, he helps industry professionals simplify their marketing mix.

Focused on a sales funnel strategy he believes that there is opportunity to be harnessed when it comes to brand strength, top of mind awareness, and the volume of leads produced.

All of which he believes are one of many key pieces to long term client acquisition success.

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

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-jeremy-booze-digital-strategist-at-elite-advisors-media-group]]>https://api.spreaker.com/episode/49109402Fri, 18 Mar 2022 17:05:59 +0000Mike Saunders, MBASelf taught via the institute of Google Search, Jeremy has been involved with all things digital for 6 years now. Experienced in web design, social media advertising, Local SEO, video production, content writing, lead generation strategy, and sales...Experienced in web design, social media advertising, Local SEO, video production, content writing, lead generation strategy, and sales funnel processes, Jeremy considers him self a jack of all trades.
When it comes to SEO he is proud to have a track record of achieving visibility for businesses within the top 3 spots of the local search pack, resulting in a dramatic increase of sales opportunities for the client.

Additionally, for the past 2.5 years he has been a pivotal team member assisting in the development of a comprehensive marketing platform focused on serving financial and insurance professionals.

Featuring programs for lead generation, brand awareness, prospect qualification, and client nurturing, he helps industry professionals simplify their marketing mix.

Focused on a sales funnel strategy he believes that there is opportunity to be harnessed when it comes to brand strength, top of mind awareness, and the volume of leads produced.

All of which he believes are one of many key pieces to long term client acquisition success.

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

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-jeremy-booze-digital-strategist-at-elite-advisors-media-group]]>1359influential influencers,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-michael-wright-with-trailstone-insurance-group-what-to-expect-from-your-independent-agent-when-making-claims--49109255
I obtained my Bachelors degree at the University of Colorado Denver where I studied Risk Management and Insurance. The opportunity in the aging industry is what led me to the decision for my academic studies. From there, I found an opportunity for a Claims Handling position with a national insurance carrier here in Denver. From auto to property to business claims, I am versed in the intricacies of what can be seen as a complex process. I am passionate about helping my clients protect their assets through insurance and helping them navigate any hurdles that may arise.

Learn More: https://www.trailstoneinsurancegroup.com/michael-wright/
Cell: 720-441-0488



Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-michael-wright-with-trailstone-insurance-group-what-to-expect-from-your-independent-agent-when-making-claims]]>https://api.spreaker.com/episode/49109255Fri, 18 Mar 2022 16:58:05 +0000Mike Saunders, MBAI like to refer to myself as a Colorado Native, but technically I am not. I was born in the Midwest and relocated to the Denver Metro Area shortly thereafter. I am grateful for the family decision to move west, especially because this is where I met...
I obtained my Bachelors degree at the University of Colorado Denver where I studied Risk Management and Insurance. The opportunity in the aging industry is what led me to the decision for my academic studies. From there, I found an opportunity for a Claims Handling position with a national insurance carrier here in Denver. From auto to property to business claims, I am versed in the intricacies of what can be seen as a complex process. I am passionate about helping my clients protect their assets through insurance and helping them navigate any hurdles that may arise.

Learn More: https://www.trailstoneinsurancegroup.com/michael-wright/
Cell: 720-441-0488



Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-michael-wright-with-trailstone-insurance-group-what-to-expect-from-your-independent-agent-when-making-claims]]>1090influential influencers,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-steven-clausnitzer-founder-of-forever-labs--49104845
Steven has extensive experience in strategic growth, commercialization, and team leadership. He has raised over $8MM for Forever Labs, growing into 20 markets and filing several patents.

Learn More https://foreverlabs.com

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-steven-clausnitzer-founder-of-forever-labs]]>https://api.spreaker.com/episode/49104845Fri, 18 Mar 2022 13:55:03 +0000Mike Saunders, MBAPrior to Forever Labs, Steven Clausnitzer spent 15 years mentoring and developing top-talent at fortune 500 companies including American Express and Wolters Kluwer. Steven has extensive experience in strategic growth, commercialization, and team...
Steven has extensive experience in strategic growth, commercialization, and team leadership. He has raised over $8MM for Forever Labs, growing into 20 markets and filing several patents.

Learn More https://foreverlabs.com

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-steven-clausnitzer-founder-of-forever-labs]]>1292influential influencers,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-nick-bour-founder-and-ceo-of-inspire-wealth--49104782
Nick takes an educational approach to financial planning. He aims to lead his clients down the right path while providing a complete picture of the road ahead. Part of his comprehensive process involves his team members and the unique skills they offer to best serve the clients of Inspire Wealth. In addition to providing clear action steps, Nick encourages his clients to use their wealth as a tool to create memories along with a legacy enjoying the wealth they have built with their loved ones now and creating lasting memories before leaving it behind for future generations to inherit.

When it comes to making memories and family values, Nick likes to practice what he preaches. He and Jen, his wife of seventeen years, enjoy spending time at their family cottage on Long Lake with their two children, Toby and Olivia. They enjoy all sorts of quality time, from off-roading on the trails to relaxing sunsets. For Nick, helping his clients achieve the comfort and confidence to enjoy their wealth with their family, as he does, is his life’s greatest passion.

Learn More: https://inspireyourretirement.com/
Podcast show: https://inspirewealthradio.com/

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-nick-bour-founder-and-ceo-of-inspire-wealth]]>https://api.spreaker.com/episode/49104782Fri, 18 Mar 2022 13:47:21 +0000Mike Saunders, MBANick has been in the financial services industry for twenty years. His passion for the industry was weighted primarily in the ability to work directly with families and businesses in a way that would truly impact their lives and the generations that...
Nick takes an educational approach to financial planning. He aims to lead his clients down the right path while providing a complete picture of the road ahead. Part of his comprehensive process involves his team members and the unique skills they offer to best serve the clients of Inspire Wealth. In addition to providing clear action steps, Nick encourages his clients to use their wealth as a tool to create memories along with a legacy enjoying the wealth they have built with their loved ones now and creating lasting memories before leaving it behind for future generations to inherit.

When it comes to making memories and family values, Nick likes to practice what he preaches. He and Jen, his wife of seventeen years, enjoy spending time at their family cottage on Long Lake with their two children, Toby and Olivia. They enjoy all sorts of quality time, from off-roading on the trails to relaxing sunsets. For Nick, helping his clients achieve the comfort and confidence to enjoy their wealth with their family, as he does, is his life’s greatest passion.

Learn More: https://inspireyourretirement.com/
Podcast show: https://inspirewealthradio.com/

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-nick-bour-founder-and-ceo-of-inspire-wealth]]>1496influential influencers,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-andy-turner-owner-of-turner-financial-premier-hybrid-imo--49071168Andy has owned Turner Financial as a platform for clients and the agents he works with to help with education in this space. Andy has over a thousand clients who trust him as their retirement planner.
Acting as an IMO owner Andy has recruited over 2500 agents in his time in that space.
Andy has been married for 17 years and has 4 daughters and one granddaughter. When he’s not taxiing his kids to ball games and dance recitals, he tries to play golf as much as he can.

Learn More: https://turnerfinancial.biz/



Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-andy-turner-owner-of-turner-financial-premier-hybrid-imo]]>https://api.spreaker.com/episode/49071168Tue, 15 Mar 2022 17:52:16 +0000Mike Saunders, MBAAndy has 20 plus years of experience with Financial and Retirement planning. Andy has owned Turner Financial as a platform for clients and the agents he works with to help with education in this space. Andy has over a thousand clients who trust him...Andy has owned Turner Financial as a platform for clients and the agents he works with to help with education in this space. Andy has over a thousand clients who trust him as their retirement planner.
Acting as an IMO owner Andy has recruited over 2500 agents in his time in that space.
Andy has been married for 17 years and has 4 daughters and one granddaughter. When he’s not taxiing his kids to ball games and dance recitals, he tries to play golf as much as he can.

Learn More: https://turnerfinancial.biz/



Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-andy-turner-owner-of-turner-financial-premier-hybrid-imo]]>1356influential influencers,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-nik-tsoukales-ceo-chief-marketing-strategist-at-realtop-a-full-service-search-engine-marketing-agency--49058971
He was awarded as a top mortgage executive in his rookie year placing him in the top 1% of mortgage executives before he turned 21.

He then continued his career re-building failing call centers in that space and managing more than $200k a month in advertising spend.

He then started his own financial services sales and marketing company in 2008 where he boot-strapped his company to more than 3 INC 5000 awards for fast-growing private companies in the United States and more than $50 million in revenue.

Nik loves working with top entrepreneurs and named his marketing agency REALTOP to emphasize his “No piker” policy when working with clients. It’s “dominate” or nothing at all for this clients!

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

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-nik-tsoukales-ceo-chief-marketing-strategist-at-realtop-a-full-service-search-engine-marketing-agency]]>https://api.spreaker.com/episode/49058971Mon, 14 Mar 2022 16:40:54 +0000Mike Saunders, MBANik started his sales and marketing career at the age of 18 as the youngest producing real estate agent in the city of Boston. After some very quick success, he took his sales and marketing talent to the mortgage industry. He was awarded as a top...
He was awarded as a top mortgage executive in his rookie year placing him in the top 1% of mortgage executives before he turned 21.

He then continued his career re-building failing call centers in that space and managing more than $200k a month in advertising spend.

He then started his own financial services sales and marketing company in 2008 where he boot-strapped his company to more than 3 INC 5000 awards for fast-growing private companies in the United States and more than $50 million in revenue.

Nik loves working with top entrepreneurs and named his marketing agency REALTOP to emphasize his “No piker” policy when working with clients. It’s “dominate” or nothing at all for this clients!

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

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-nik-tsoukales-ceo-chief-marketing-strategist-at-realtop-a-full-service-search-engine-marketing-agency]]>1137influential influencers,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-jim-crider-ceo-of-intentional-living-fp--49021250I am a CERTIFIED FINANCIAL PLANNER™, and the message I tell every client I work with is that my role is to guide— to live where my clients’ lives and money intersect so they can live the life they want to live. The money is simply a tool, a resource that is there to help you live the life you want.

When I’m not engaged in a conversation with people about life, priorities, and doing what is important to them, I can be found chasing around my kids, Atticus, Asher, & Arlo, spending time with my wife, Kendra, or out on an adventure.

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

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-jim-crider-ceo-of-intentional-living-fp]]>https://api.spreaker.com/episode/49021250Thu, 10 Mar 2022 20:16:13 +0000Mike Saunders, MBAPrior to starting Intentional Living FP, I worked primarily with the standard clients of most wealth management firms— financially successful families seeking guidance with the wealth they’ve accumulated over decades. While I cherish each client I’ve...I am a CERTIFIED FINANCIAL PLANNER™, and the message I tell every client I work with is that my role is to guide— to live where my clients’ lives and money intersect so they can live the life they want to live. The money is simply a tool, a resource that is there to help you live the life you want.

When I’m not engaged in a conversation with people about life, priorities, and doing what is important to them, I can be found chasing around my kids, Atticus, Asher, & Arlo, spending time with my wife, Kendra, or out on an adventure.

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

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-jim-crider-ceo-of-intentional-living-fp]]>1325influential influencers,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-jake-clopton-commercial-loan-expert-president-of-clopton-capital--49007804He has an extensive background in commercial finance and interest rate markets, serves as the company president and head mortgage broker, and personally oversees each loan arrangement.
Jake has personally negotiated billions of dollars in real estate loans and advisory work. Under his guidance, the company developed an extensive network of pertinent relationships as shown above.
Prior to founding the company, Mr. Clopton traded interest rate hedging futures. He worked with the largest participant in the Eurodollar futures market (LIBOR) and gained extensive and unique insight into interest rate markets and commercial finance. Bottom line is that Jake has stamped Clopton Capital with the right balance of versatility, reliability, resolve, and measured aggressiveness in closing deals that make it a force in the commercial real estate funding industry.

Learn More
http://www.cloptoncapital.com/

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-jake-clopton-commercial-loan-expert-president-of-clopton-capital]]>https://api.spreaker.com/episode/49007804Wed, 09 Mar 2022 19:12:45 +0000Mike Saunders, MBAJake Clopton founded the company in 2010 and is active in all commercial mortgage broker operations. He has an extensive background in commercial finance and interest rate markets, serves as the company president and head mortgage broker, and...He has an extensive background in commercial finance and interest rate markets, serves as the company president and head mortgage broker, and personally oversees each loan arrangement.
Jake has personally negotiated billions of dollars in real estate loans and advisory work. Under his guidance, the company developed an extensive network of pertinent relationships as shown above.
Prior to founding the company, Mr. Clopton traded interest rate hedging futures. He worked with the largest participant in the Eurodollar futures market (LIBOR) and gained extensive and unique insight into interest rate markets and commercial finance. Bottom line is that Jake has stamped Clopton Capital with the right balance of versatility, reliability, resolve, and measured aggressiveness in closing deals that make it a force in the commercial real estate funding industry.

Learn More
http://www.cloptoncapital.com/

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-jake-clopton-commercial-loan-expert-president-of-clopton-capital]]>1238influential influencers,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-ralf-specht-author-of-building-corporate-soul--48996244
After two decades with McCann Erickson in various executive roles, he was a founding partner of Spark44, an innovative, industry-first joint venture with Jaguar Land Rover.
Under his leadership as CEO, Spark44 grew to a 1,200 people business in 18 countries.

His driving vision is to make soulless companies a thing of the past.

Learn More: https://buildingcorporatesoul.com/

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-ralf-specht-author-of-building-corporate-soul]]>https://api.spreaker.com/episode/48996244Tue, 08 Mar 2022 18:49:10 +0000Mike Saunders, MBARalf Specht is the author of “Building Corporate Soul”. He developed the Soul System™, a framework powers culture and success for any business. After two decades with McCann Erickson in various executive roles, he was a founding partner of Spark44,...
After two decades with McCann Erickson in various executive roles, he was a founding partner of Spark44, an innovative, industry-first joint venture with Jaguar Land Rover.
Under his leadership as CEO, Spark44 grew to a 1,200 people business in 18 countries.

His driving vision is to make soulless companies a thing of the past.

Learn More: https://buildingcorporatesoul.com/

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-ralf-specht-author-of-building-corporate-soul]]>1064influential influencers,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-darby-vannier-author-of-the-indispensable-leader--48995921
Learn more at https://beindispensable.com/

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-darby-vannier-author-of-the-indispensable-leader]]>https://api.spreaker.com/episode/48995921Tue, 08 Mar 2022 18:21:33 +0000Mike Saunders, MBADarby Vannier has over 20 years of experience in leadership development and strategic consulting. He has led effective teams of more than 100 employees, coached others into their own leadership positions, and created stability during challenging...
Learn more at https://beindispensable.com/

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-darby-vannier-author-of-the-indispensable-leader]]>1366influential influencers,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-edward-tyson-ceo-of-persynergy-consulting-and-the-author-of-from-expert-to-executive--48955738
Before founding PerSynergy in 2013, Ed accumulated 20 years of leadership experience in a range of military, non-profit, private, and publicly traded organizations. Ed joined the United States Marine Corps at 17 and received a bachelor’s degree in Philosophy from Pennsylvania State University. After graduation, Ed attended Temple University while working as the director of education for the Pennsylvania Health Care Association, earning a master’s degree in Adult Organization Development. During his professional career, he held executive positions in process improvement and strategy development and led functional areas as varied as spend management and corporate marketing. Since making the move to external consulting, his experience has been just as diverse, working across sectors, such as energy, automotive manufacturing, legal services, biotech, and big tech.

A master facilitator and speaker, Ed has worked hand-in-hand with boards, leadership teams, and C-level leaders from Fortune’s 500, 100 and top five, assisting with issues ranging from leadership development to strategy and structure. He is a tested executive coach and team development expert. As both an internal executive and an external consultant, he has led multi-million-dollar change initiatives impacting tens of thousands, developed strategic plans for companies of all sizes and sophistication, and completed scores of strategic reorganizations.

Ultimately, Ed attributes much of his success to his ability to deconstruct and simplify complex issues, think quickly but react calmly, and reframe even the toughest of discussions. Stylistically, he brings a unique blend of positive energy, calm intensity, and humor to serious discussions requiring rapid resolution.

Ed was born and raised in Pennsylvania but resides in Southern California with his wife and the youngest of his two sons.

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

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-edward-tyson-ceo-of-persynergy-consulting-and-the-author-of-from-expert-to-executive]]>https://api.spreaker.com/episode/48955738Fri, 04 Mar 2022 22:00:04 +0000Mike Saunders, MBAEd Tyson is the chief executive officer of PerSynergy Consulting and the author of From Expert to Executive. He is a former strategy executive and Marine turned executive coach and organizational consultant. As the architect of the LeadershipSOPs, a...
Before founding PerSynergy in 2013, Ed accumulated 20 years of leadership experience in a range of military, non-profit, private, and publicly traded organizations. Ed joined the United States Marine Corps at 17 and received a bachelor’s degree in Philosophy from Pennsylvania State University. After graduation, Ed attended Temple University while working as the director of education for the Pennsylvania Health Care Association, earning a master’s degree in Adult Organization Development. During his professional career, he held executive positions in process improvement and strategy development and led functional areas as varied as spend management and corporate marketing. Since making the move to external consulting, his experience has been just as diverse, working across sectors, such as energy, automotive manufacturing, legal services, biotech, and big tech.

A master facilitator and speaker, Ed has worked hand-in-hand with boards, leadership teams, and C-level leaders from Fortune’s 500, 100 and top five, assisting with issues ranging from leadership development to strategy and structure. He is a tested executive coach and team development expert. As both an internal executive and an external consultant, he has led multi-million-dollar change initiatives impacting tens of thousands, developed strategic plans for companies of all sizes and sophistication, and completed scores of strategic reorganizations.

Ultimately, Ed attributes much of his success to his ability to deconstruct and simplify complex issues, think quickly but react calmly, and reframe even the toughest of discussions. Stylistically, he brings a unique blend of positive energy, calm intensity, and humor to serious discussions requiring rapid resolution.

Ed was born and raised in Pennsylvania but resides in Southern California with his wife and the youngest of his two sons.

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

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-edward-tyson-ceo-of-persynergy-consulting-and-the-author-of-from-expert-to-executive]]>1247influential influencers,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-chris-craddock-real-estate-expert-founder-of-the-redux-group-and-podcast-host--48955681who runs multiple successful businesses in the Washington DC Metro area (and Richmond,VA). Chris and his companies consistently bring in close to 10 Million in revenue year after year.
His team, The Redux Group, sold just over $160 Million in volume in 2020.
Chris has been married for 21 years and is the proud father to six beautiful children.

Learn More: https://dmv.thereduxgroup.com/

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-chris-craddock-real-estate-expert-founder-of-the-redux-group-and-podcast-host]]>https://api.spreaker.com/episode/48955681Fri, 04 Mar 2022 21:52:51 +0000Mike Saunders, MBAA nationally certified Life Coach in Leadership and one of the top Real Estate professionals in the world closing 30-65 deals a month, Chris Craddock is the host of the Uncommon Real Estate Podcast, a realtor, and entrepreneur who runs multiple...who runs multiple successful businesses in the Washington DC Metro area (and Richmond,VA). Chris and his companies consistently bring in close to 10 Million in revenue year after year.
His team, The Redux Group, sold just over $160 Million in volume in 2020.
Chris has been married for 21 years and is the proud father to six beautiful children.

Learn More: https://dmv.thereduxgroup.com/

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-chris-craddock-real-estate-expert-founder-of-the-redux-group-and-podcast-host]]>1054influential influencers,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-jackie-bradley-co-founder-of-mindshift-financial-coaching--48955643
Learn More: https://mindshiftfinancialcoaching.com

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-jackie-bradley-co-founder-of-mindshift-financial-coaching]]>https://api.spreaker.com/episode/48955643Fri, 04 Mar 2022 21:47:18 +0000Mike Saunders, MBAJackie Bradley is one of the most recognized “Teaming” coaches in the financial services industry having coached 1000s of teams of all shapes and sizes. An authority on the unique areas advisors face, she helps teams scale 7-figure businesses while...
Learn More: https://mindshiftfinancialcoaching.com

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-jackie-bradley-co-founder-of-mindshift-financial-coaching]]>1449influential influencers,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-jeff-finney-owner-and-ceo-of-ultimate-cabinets-the-push-thru--48955600Learn more at www.thepushthru.com

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-jeff-finney-owner-and-ceo-of-ultimate-cabinets-the-push-thru]]>https://api.spreaker.com/episode/48955600Fri, 04 Mar 2022 21:38:30 +0000Mike Saunders, MBAWith over 15 years in the woodworking manufacturing business. Starting out in his small garage, Jeff independently grew his company into a business of 60 employees with a combined 55,000 square feet of manufacturing space. Since working on his...Learn more at www.thepushthru.com

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-jeff-finney-owner-and-ceo-of-ultimate-cabinets-the-push-thru]]>1121influential influencers,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-mike-wilson-founder-of-blueprint-retirement-advisors-discussing-the-risks-for-nonprofits-and-small-business-owners-with-a--48942625
Many of those years included operating a top-performing captive insurance agency, earning Bronze Tablet, Silver Scroll, and Golden Triangle awards.

Mike’s commitment to prioritizing client interests includes professional development and continuous learning.

He takes his fiduciary role very seriously and advocates for his clients in every aspect of their financial life.

When not working as a financial advisor, Mike enjoys fishing, cooking, and travel—and most of all, spending time with his wife and children.

If you’re a small business owner wondering how to get access to the VIP strategies of large corporations, then reach out to me for a no-cost conversation.

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

Mike@blueprintra.com

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-mike-wilson-founder-of-blueprint-retirement-advisors-discussing-the-risks-for-nonprofits-and-small-business-owners-with-a-401k-plan]]>https://api.spreaker.com/episode/48942625Fri, 04 Mar 2022 00:43:19 +0000Mike Saunders, MBAIn founding Blueprint Retirement Advisors, Mike Wilson builds on thirty-plus years of experience advising clients about strategic financial decisions. Many of those years included operating a top-performing captive insurance agency, earning Bronze...
Many of those years included operating a top-performing captive insurance agency, earning Bronze Tablet, Silver Scroll, and Golden Triangle awards.

Mike’s commitment to prioritizing client interests includes professional development and continuous learning.

He takes his fiduciary role very seriously and advocates for his clients in every aspect of their financial life.

When not working as a financial advisor, Mike enjoys fishing, cooking, and travel—and most of all, spending time with his wife and children.

If you’re a small business owner wondering how to get access to the VIP strategies of large corporations, then reach out to me for a no-cost conversation.

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

Mike@blueprintra.com

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-mike-wilson-founder-of-blueprint-retirement-advisors-discussing-the-risks-for-nonprofits-and-small-business-owners-with-a-401k-plan]]>972influential influencers,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-wendy-lyon-the-financial-lyon-helping-clients-create-their-legacy--48942552
Learn More: http://www.wendylyon.com/

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-wendy-lyon-the-financial-lyon-helping-clients-create-their-legacy]]>https://api.spreaker.com/episode/48942552Fri, 04 Mar 2022 00:33:24 +0000Mike Saunders, MBAWendy a/k/a “The Financial Lyon” has been helping her clients create their legacy for over a decade. She specializes in coordinating strategies for her clients’ lives – whether they’re just starting out or planning for retirement. Wendy learned the...
Learn More: http://www.wendylyon.com/

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-wendy-lyon-the-financial-lyon-helping-clients-create-their-legacy]]>1134influential influencers,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-dr-keith-johnson-internationally-acclaimed-confidence-coach-and-speaker-success-strategist--48942479
There was a day when America’s #1 Confidence Coach had no confidence at all. After his first business failed, after accruing $180,000 in credit card debt, and after having to move in with his mother-in-law, Dr. Johnson discovered the principles to lift himself—and anyone—from poverty to privileged.

Today, Dr. Johnson is inspiring others to increase their CONFIDENCE; create a lifestyle of LIVING WEALTHY; and climb the mountain of LEADERSHIP to make a huge positive difference in their world and the world around them.
Learn More: https://keithjohnson.tv/
Get a free copy of Keith’s book at https://www.financialfasttrack.com/freebook

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-dr-keith-johnson-internationally-acclaimed-confidence-coach-and-speaker-success-strategist]]>https://api.spreaker.com/episode/48942479Fri, 04 Mar 2022 00:28:16 +0000Mike Saunders, MBAFor more than 25 years, Amazon Best-Selling author Dr. Keith Johnson has been known the world over as an Internationally Acclaimed Confidence Coach and Speaker. Dr Johnson is a Success Strategist. With his transformational message, Dr. Johnson has had...
There was a day when America’s #1 Confidence Coach had no confidence at all. After his first business failed, after accruing $180,000 in credit card debt, and after having to move in with his mother-in-law, Dr. Johnson discovered the principles to lift himself—and anyone—from poverty to privileged.

Today, Dr. Johnson is inspiring others to increase their CONFIDENCE; create a lifestyle of LIVING WEALTHY; and climb the mountain of LEADERSHIP to make a huge positive difference in their world and the world around them.
Learn More: https://keithjohnson.tv/
Get a free copy of Keith’s book at https://www.financialfasttrack.com/freebook

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-dr-keith-johnson-internationally-acclaimed-confidence-coach-and-speaker-success-strategist]]>1513influential influencers,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-lm-stamper-managing-director-with-evermore-wealth-discussing-how-preparing-for-retirement-for-women-is-different-than-for-m--48929356
Over the past 10 years, he’s helped some of the most successful female professionals implement saving and investing strategies that move them towards a path of financial freedom and security (his bread & butter is C-suite Women in the Sports industry).

LM Stamper’s (“Stamp”) mission is to help educate women about the laws of money so they can make better, more informed decisions regarding their finances.

He has won various awards for accomplishments in the education and implementation of financial strategies for his clients, as well as for the development of new advisors.

Stamp works with women to implement consistent, reliable, and academically sound investing strategies, organizes their finances in a way that’s easy to read, insulates them from the greatest threats to their money, and positions them for optimal cash flow when they are ready to leave the workplace.

He holds the RICP® designation, which is a specific discipline dedicated to the implementation and maximization of retirement income, as well as legacy planning and tax mitigation.

Stamp grew up as an Army brat, traveling the world with his family from Los Angeles to Lubbock, to Austin, to Germany. He’s thankful to have seen what the world has to offer and now proudly makes Texas his home.

Learn More: https://lmstamper.com/





Registered Representative of Park Avenue Securities LLC (PAS), 3040 Post Oak Blvd., Suite 1150 Houston, Texas 77056. Securities products and services are offered through Park Avenue Securities LLC (PAS). PAS is a wholly owned subsidiary of Guardian. Guardian and PAS are located at 10 Hudson Yards, New York, NY 10001. Important Disclosures 2019-89388 Exp. 11/21. LMStamper.com is not an affiliate or subsidiary of PAS or Guardian. PAS is a member FINRA, SIPC.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.


Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-lm-stamper-managing-director-with-evermore-wealth-discussing-how-preparing-for-retirement-for-women-is-different-than-for-men]]>https://api.spreaker.com/episode/48929356Wed, 02 Mar 2022 23:08:18 +0000Mike Saunders, MBALM Stamper helps women over 40 to retire early, keep their same lifestyle, and not run out of money through his SGD™️ Process. Over the past 10 years, he’s helped some of the most successful female professionals implement saving and investing...
Over the past 10 years, he’s helped some of the most successful female professionals implement saving and investing strategies that move them towards a path of financial freedom and security (his bread & butter is C-suite Women in the Sports industry).

LM Stamper’s (“Stamp”) mission is to help educate women about the laws of money so they can make better, more informed decisions regarding their finances.

He has won various awards for accomplishments in the education and implementation of financial strategies for his clients, as well as for the development of new advisors.

Stamp works with women to implement consistent, reliable, and academically sound investing strategies, organizes their finances in a way that’s easy to read, insulates them from the greatest threats to their money, and positions them for optimal cash flow when they are ready to leave the workplace.

He holds the RICP® designation, which is a specific discipline dedicated to the implementation and maximization of retirement income, as well as legacy planning and tax mitigation.

Stamp grew up as an Army brat, traveling the world with his family from Los Angeles to Lubbock, to Austin, to Germany. He’s thankful to have seen what the world has to offer and now proudly makes Texas his home.

Learn More: https://lmstamper.com/





Registered Representative of Park Avenue Securities LLC (PAS), 3040 Post Oak Blvd., Suite 1150 Houston, Texas 77056. Securities products and services are offered through Park Avenue Securities LLC (PAS). PAS is a wholly owned subsidiary of Guardian. Guardian and PAS are located at 10 Hudson Yards, New York, NY 10001. Important Disclosures 2019-89388 Exp. 11/21. LMStamper.com is not an affiliate or subsidiary of PAS or Guardian. PAS is a member FINRA, SIPC.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.


Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-lm-stamper-managing-director-with-evermore-wealth-discussing-how-preparing-for-retirement-for-women-is-different-than-for-men]]>1150influential influencers,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-chris-blair-founder-of-maestro-associates-a-denver-flat-fee-financial-planning-firm-discussing-the-common-issues-with-estat--48929280
At Maestro Associates, Chris helps his Clients plan for and attain their financial goals, whether it be buying a new car, managing a large real estate portfolio, or preparing for financial independence. His philosophy focuses on understanding Clients’ values, goals, and emotional needs in order to produce a comprehensive and effective financial plan.

Chris Blair received a Bachelor of Arts Degree from Whitman College in 1990. In 1993, he received both a Juris Doctor and Masters in Business Administration from the University of Denver. Chris attained the CFP (Certified Financial Planner) designation in 2007. He holds FINRA Series 6, 7, 24, 26, 63 and 65 licenses. He also maintains Life, Heath and Annuity licenses in the state of Colorado and numerous other states.

Chris is married to Manisha Blair and, together, they have two children, Anand and Sonali. Chris enjoys hiking with his family, travel, reading, and watching soccer and volleyball.

Learn More: https://www.maestro-associates.com/





All Securities are Offered Through Money Concepts Capital Corp., Member FINRA/SIPC. Money Concepts Advisory Service is a Registered Investment Advisor with the SEC.
Maestro Associates is an independent firm not affiliated with Money Concepts Capital Corp 11440 North Jog Road, Palm Beach Gardens, FL 33418. 561-472-2000.

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-chris-blair-founder-of-maestro-associates-a-denver-flat-fee-financial-planning-firm-discussing-the-common-issues-with-estate-planning]]>https://api.spreaker.com/episode/48929280Wed, 02 Mar 2022 23:01:26 +0000Mike Saunders, MBAAfter a short apprenticeship, Christopher Blair founded Blair Financial Planning in 1995 to offer comprehensive financial planning and investment services to Clients in Colorado. Since then, he has grown the firm to include Clients in several states...
At Maestro Associates, Chris helps his Clients plan for and attain their financial goals, whether it be buying a new car, managing a large real estate portfolio, or preparing for financial independence. His philosophy focuses on understanding Clients’ values, goals, and emotional needs in order to produce a comprehensive and effective financial plan.

Chris Blair received a Bachelor of Arts Degree from Whitman College in 1990. In 1993, he received both a Juris Doctor and Masters in Business Administration from the University of Denver. Chris attained the CFP (Certified Financial Planner) designation in 2007. He holds FINRA Series 6, 7, 24, 26, 63 and 65 licenses. He also maintains Life, Heath and Annuity licenses in the state of Colorado and numerous other states.

Chris is married to Manisha Blair and, together, they have two children, Anand and Sonali. Chris enjoys hiking with his family, travel, reading, and watching soccer and volleyball.

Learn More: https://www.maestro-associates.com/





All Securities are Offered Through Money Concepts Capital Corp., Member FINRA/SIPC. Money Concepts Advisory Service is a Registered Investment Advisor with the SEC.
Maestro Associates is an independent firm not affiliated with Money Concepts Capital Corp 11440 North Jog Road, Palm Beach Gardens, FL 33418. 561-472-2000.

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-chris-blair-founder-of-maestro-associates-a-denver-flat-fee-financial-planning-firm-discussing-the-common-issues-with-estate-planning]]>1288influential influencers,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-christine-hansen-award-winning-business-coach-author-of-we-mean-business--48914000strategies, and an almost uncanny ability to help people bust through their blind spots. Christine’s work has been featured in Entrepreneur, Forbes, Business Insider, Vogue, National Geographic, and more

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

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-christine-hansen-award-winning-business-coach-author-of-we-mean-business]]>https://api.spreaker.com/episode/48914000Tue, 01 Mar 2022 19:36:17 +0000Mike Saunders, MBAChristine is an award-winning business coach & consultant for online entrepreneurs who want to build profitable businesses on their own terms. She is well known for her tales from the trenches, tell-it-like-it-is strategies, and an almost uncanny...strategies, and an almost uncanny ability to help people bust through their blind spots. Christine’s work has been featured in Entrepreneur, Forbes, Business Insider, Vogue, National Geographic, and more

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

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-christine-hansen-award-winning-business-coach-author-of-we-mean-business]]>1202influential influencers,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-lm-stamper-managing-director-with-evermore-wealth-discussing-his-the-sgd-process--48875696
Over the past 10 years, he’s helped some of the most successful female professionals implement saving and investing strategies that move them towards a path of financial freedom and security (his bread & butter is C-suite Women in the Sports industry).

LM Stamper’s (“Stamp”) mission is to help educate women about the laws of money so they can make better, more informed decisions regarding their finances.

He has won various awards for accomplishments in the education and implementation of financial strategies for his clients, as well as for the development of new advisors.

Stamp works with women to implement consistent, reliable, and academically sound investing strategies, organizes their finances in a way that’s easy to read, insulates them from the greatest threats to their money, and positions them for optimal cash flow when they are ready to leave the workplace.

He holds the RICP® designation, which is a specific discipline dedicated to the implementation and maximization of retirement income, as well as legacy planning and tax mitigation.

Stamp grew up as an Army brat, traveling the world with his family from Los Angeles to Lubbock, to Austin, to Germany. He’s thankful to have seen what the world has to offer and now proudly makes Texas his home.

Learn More: https://lmstamper.com/





Registered Representative of Park Avenue Securities LLC (PAS), 3040 Post Oak Blvd., Suite 1150 Houston, Texas 77056. Securities products and services are offered through Park Avenue Securities LLC (PAS). PAS is a wholly owned subsidiary of Guardian. Guardian and PAS are located at 10 Hudson Yards, New York, NY 10001. Important Disclosures 2019-89388 Exp. 11/21. LMStamper.com is not an affiliate or subsidiary of PAS or Guardian. PAS is a member FINRA, SIPC.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-lm-stamper-managing-director-with-evermore-wealth-discussing-his-the-sgd-process]]>https://api.spreaker.com/episode/48875696Fri, 25 Feb 2022 22:30:43 +0000Mike Saunders, MBALM Stamper helps women over 40 to retire early, keep their same lifestyle, and not run out of money through his SGD™️ Process. Over the past 10 years, he’s helped some of the most successful female professionals implement saving and investing...
Over the past 10 years, he’s helped some of the most successful female professionals implement saving and investing strategies that move them towards a path of financial freedom and security (his bread & butter is C-suite Women in the Sports industry).

LM Stamper’s (“Stamp”) mission is to help educate women about the laws of money so they can make better, more informed decisions regarding their finances.

He has won various awards for accomplishments in the education and implementation of financial strategies for his clients, as well as for the development of new advisors.

Stamp works with women to implement consistent, reliable, and academically sound investing strategies, organizes their finances in a way that’s easy to read, insulates them from the greatest threats to their money, and positions them for optimal cash flow when they are ready to leave the workplace.

He holds the RICP® designation, which is a specific discipline dedicated to the implementation and maximization of retirement income, as well as legacy planning and tax mitigation.

Stamp grew up as an Army brat, traveling the world with his family from Los Angeles to Lubbock, to Austin, to Germany. He’s thankful to have seen what the world has to offer and now proudly makes Texas his home.

Learn More: https://lmstamper.com/





Registered Representative of Park Avenue Securities LLC (PAS), 3040 Post Oak Blvd., Suite 1150 Houston, Texas 77056. Securities products and services are offered through Park Avenue Securities LLC (PAS). PAS is a wholly owned subsidiary of Guardian. Guardian and PAS are located at 10 Hudson Yards, New York, NY 10001. Important Disclosures 2019-89388 Exp. 11/21. LMStamper.com is not an affiliate or subsidiary of PAS or Guardian. PAS is a member FINRA, SIPC.

Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product.

Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender charges and holding periods which vary by insurance company. Annuities are not FDIC insured.

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-lm-stamper-managing-director-with-evermore-wealth-discussing-his-the-sgd-process]]>1297influential influencers,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-ben-trygstad-business-insurance-advisor-with-trailstone-insurance-group-helping-business-owners-understand-cyber-insurance--48875669
Learn More: https://trailstoneinsurancegroup.com/ben-trygstad

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-ben-trygstad-business-insurance-advisor-with-trailstone-insurance-group-helping-business-owners-understand-cyber-insurance]]>https://api.spreaker.com/episode/48875669Fri, 25 Feb 2022 22:24:58 +0000Mike Saunders, MBAI specialize in business insurance. Helping clients with their workers compensation, general liability, business owner’s policy, commercial auto, E&O, D&O, and much, much more! I was lucky enough to grow up in the construction field doing everything...
Learn More: https://trailstoneinsurancegroup.com/ben-trygstad

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-ben-trygstad-business-insurance-advisor-with-trailstone-insurance-group-helping-business-owners-understand-cyber-insurance]]>1155influential influencers,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-the-trinity-team-at-keller-williams-preferred-realty-discussing-the-new-investment-advisory-division--48875606
The creators and members of the Division and the Club shared, “We are excited about the recent launch of our new Investment Advisory Division and Investment Club. We like to think of our clients, colleagues, and vetted resources as partners in all phases of real estate investment acquisition, management, and in the process of making decisions about the sale of an asset. And we believe in the power of a collaborative approach because real estate investing is the ultimate team sport. Please plan to join us by attending the MONTHLY in-person training sessions with opportunities to network, build your investment IQ and meet industry experts and potential partners.”

The Trinity Team Investment Advisory Division is strategic, nimble, instinctive, and informed. Above all, they are committed to their clients in a way that defies traditional brokerage standards. As an added benefit, they have curated the best of the best vendors and resources to assist their clients in every phase of investment planning, property acquisition, and management from vetted resources including:

Lenders
Attorneys
Tax Strategists/CPAs
Cost Segregation Specialists
Property Inspectors
Environmental Testing Companies
Survey Companies
Space Designers/Architects
General Contractors
Property Management
1031 Exchange Specialists

To learn more, visit: https://trinityteamrealestateco.com/investing/

Meet the Trinity Team Investment Advisory Division Members

ERIC FRITZKE

Eric is an active investor dedicated to educating investing clients to establish and maintain a path to success in their efforts to build wealth through commercial real estate. With 25 years in the real estate industry, he provides an expansive experience base in property identification and advisement throughout every step of the analysis and property acquisition process.

SHELLEY HILLESHEIM

Shelley is an active investor and focuses on the finer analytical details in the real estate investment process. She provides market, property and portfolio analysis, lender negotiation strategies, lease analysis, and investment performance tracking. Shelley is extremely motivated to help investors with valuable information to make informed decisions and has a passion for helping to make commercial real estate investing more accessible for anyone interested in learning.

HOPE SAWYER

Commercial Administrator – Hope provides property research & valuation, marketing and an array of administrative services. She is diligent at keeping track of deadlines and works alongside our dedicated transaction coordinator to aid clients in a smooth transaction. She also has extensive knowledge in Colorado Real Estate Contracts and Documents, eContracts and a host of commercial real estate technological tools including CoStar and LoopNet.]]>https://api.spreaker.com/episode/48875606Fri, 25 Feb 2022 22:18:15 +0000Mike Saunders, MBAThe Trinity Team Investment Advisory Division provides a boutique-style, highly customized service dedicated to maximizing value for commercial real estate investors. They help their clients build wealth and their bottom line using wise financial...
The creators and members of the Division and the Club shared, “We are excited about the recent launch of our new Investment Advisory Division and Investment Club. We like to think of our clients, colleagues, and vetted resources as partners in all phases of real estate investment acquisition, management, and in the process of making decisions about the sale of an asset. And we believe in the power of a collaborative approach because real estate investing is the ultimate team sport. Please plan to join us by attending the MONTHLY in-person training sessions with opportunities to network, build your investment IQ and meet industry experts and potential partners.”

The Trinity Team Investment Advisory Division is strategic, nimble, instinctive, and informed. Above all, they are committed to their clients in a way that defies traditional brokerage standards. As an added benefit, they have curated the best of the best vendors and resources to assist their clients in every phase of investment planning, property acquisition, and management from vetted resources including:

Lenders
Attorneys
Tax Strategists/CPAs
Cost Segregation Specialists
Property Inspectors
Environmental Testing Companies
Survey Companies
Space Designers/Architects
General Contractors
Property Management
1031 Exchange Specialists

To learn more, visit: https://trinityteamrealestateco.com/investing/

Meet the Trinity Team Investment Advisory Division Members

ERIC FRITZKE

Eric is an active investor dedicated to educating investing clients to establish and maintain a path to success in their efforts to build wealth through commercial real estate. With 25 years in the real estate industry, he provides an expansive experience base in property identification and advisement throughout every step of the analysis and property acquisition process.

SHELLEY HILLESHEIM

Shelley is an active investor and focuses on the finer analytical details in the real estate investment process. She provides market, property and portfolio analysis, lender negotiation strategies, lease analysis, and investment performance tracking. Shelley is extremely motivated to help investors with valuable information to make informed decisions and has a passion for helping to make commercial real estate investing more accessible for anyone interested in learning.

HOPE SAWYER

Commercial Administrator – Hope provides property research & valuation, marketing and an array of administrative services. She is diligent at keeping track of deadlines and works alongside our dedicated transaction coordinator to aid clients in a smooth transaction. She also has extensive knowledge in Colorado Real Estate Contracts and Documents, eContracts and a host of commercial real estate technological tools including CoStar and LoopNet.]]>1383influential influencers,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-christine-teh-owner-of-teh-financial-coaching--48861977
Money is important and having a good relationship with money is the foundation for achieving your financial goals.
Learn More: https://www.tehfinancialcoaching.com/

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-christine-teh-owner-of-teh-financial-coaching]]>https://api.spreaker.com/episode/48861977Thu, 24 Feb 2022 20:20:58 +0000Mike Saunders, MBAChristine is a personal finance coach who helps people transform their relationships with money so they can achieve their financial goals and dream life. Money is important and having a good relationship with money is the foundation for achieving...
Money is important and having a good relationship with money is the foundation for achieving your financial goals.
Learn More: https://www.tehfinancialcoaching.com/

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-christine-teh-owner-of-teh-financial-coaching]]>1163influential influencers,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-mike-wilson-founder-of-blueprint-retirement-advisors-discussing-the-problem-for-small-business-owners-with-a-401k-plan--48835314
Many of those years included operating a top-performing captive insurance agency, earning Bronze Tablet, Silver Scroll, and Golden Triangle awards.

Mike’s commitment to prioritizing client interests includes professional development and continuous learning.
He takes his fiduciary role very seriously and advocates for his clients in every aspect of their financial life.

When not working as a financial advisor, Mike enjoys fishing, cooking, and travel—and most of all, spending time with his wife and children.

If you’re a small business owner wondering how to get access to the VIP strategies of large corporations, then reach out to me for a no-cost conversation.

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

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-mike-wilson-founder-of-blueprint-retirement-advisors-discussing-the-problem-for-small-business-owners-with-a-401k-plan]]>https://api.spreaker.com/episode/48835314Tue, 22 Feb 2022 20:46:11 +0000Mike Saunders, MBAIn founding Blueprint Retirement Advisors, Mike Wilson builds on thirty-plus years of experience advising clients about strategic financial decisions. Many of those years included operating a top-performing captive insurance agency, earning Bronze...
Many of those years included operating a top-performing captive insurance agency, earning Bronze Tablet, Silver Scroll, and Golden Triangle awards.

Mike’s commitment to prioritizing client interests includes professional development and continuous learning.
He takes his fiduciary role very seriously and advocates for his clients in every aspect of their financial life.

When not working as a financial advisor, Mike enjoys fishing, cooking, and travel—and most of all, spending time with his wife and children.

If you’re a small business owner wondering how to get access to the VIP strategies of large corporations, then reach out to me for a no-cost conversation.

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

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-mike-wilson-founder-of-blueprint-retirement-advisors-discussing-the-problem-for-small-business-owners-with-a-401k-plan]]>1169influential influencers,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-chris-blair-founder-of-maestro-associates-a-denver-flat-fee-financial-planning-firm-discussing-the-benefit-to-transparency--48834862
At Maestro Associates, Chris helps his clients plan for and attain their financial goals, whether it be buying a new car, managing a large real estate portfolio, or preparing for financial independence. His philosophy focuses on understanding Clients’ values, goals, and emotional needs in order to produce a comprehensive and effective financial plan.

Chris Blair received a Bachelor of Arts Degree from Whitman College in 1990. In 1993, he received both a Juris Doctor and Masters in Business Administration from the University of Denver. Chris attained the CFP (Certified Financial Planner) designation in 2007. He holds FINRA Series 6, 7, 24, 26, 63 and 65 licenses. He also maintains Life, Heath and Annuity licenses in the state of Colorado and numerous other states.

Chris is married to Manisha Blair and, together, they have two children, Anand and Sonali. Chris enjoys hiking with his family, travel, reading, and watching soccer and volleyball.

Learn More: https://www.maestro-associates.com/





All Securities are Offered Through Money Concepts Capital Corp., Member FINRA/SIPC. Money Concepts Advisory Service is a Registered Investment Advisor with the SEC.

Maestro Associates is an independent firm not affiliated with Money Concepts Capital Corp 11440 North Jog Road, Palm Beach Gardens, FL 33418. 561-472-2000.

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-chris-blair-founder-of-maestro-associates-a-denver-flat-fee-financial-planning-firm-discussing-the-benefit-to-transparency-of-flat-fees]]>https://api.spreaker.com/episode/48834862Tue, 22 Feb 2022 20:15:17 +0000Mike Saunders, MBAAfter a short apprenticeship, Christopher Blair founded Blair Financial Planning in 1995 to offer comprehensive financial planning and investment services to Clients in Colorado. Since then, he has grown the firm to include Clients in several states...
At Maestro Associates, Chris helps his clients plan for and attain their financial goals, whether it be buying a new car, managing a large real estate portfolio, or preparing for financial independence. His philosophy focuses on understanding Clients’ values, goals, and emotional needs in order to produce a comprehensive and effective financial plan.

Chris Blair received a Bachelor of Arts Degree from Whitman College in 1990. In 1993, he received both a Juris Doctor and Masters in Business Administration from the University of Denver. Chris attained the CFP (Certified Financial Planner) designation in 2007. He holds FINRA Series 6, 7, 24, 26, 63 and 65 licenses. He also maintains Life, Heath and Annuity licenses in the state of Colorado and numerous other states.

Chris is married to Manisha Blair and, together, they have two children, Anand and Sonali. Chris enjoys hiking with his family, travel, reading, and watching soccer and volleyball.

Learn More: https://www.maestro-associates.com/





All Securities are Offered Through Money Concepts Capital Corp., Member FINRA/SIPC. Money Concepts Advisory Service is a Registered Investment Advisor with the SEC.

Maestro Associates is an independent firm not affiliated with Money Concepts Capital Corp 11440 North Jog Road, Palm Beach Gardens, FL 33418. 561-472-2000.

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-chris-blair-founder-of-maestro-associates-a-denver-flat-fee-financial-planning-firm-discussing-the-benefit-to-transparency-of-flat-fees]]>1329influential influencers,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-ben-trygstad-business-insurance-advisor-with-trailstone-insurance-group-helping-business-owners-save-money-on-coverage--48819666
Learn More: https://trailstoneinsurancegroup.com/ben-trygstad

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-ben-trygstad-business-insurance-advisor-with-trailstone-insurance-group-helping-business-owners-save-money-on-coverage]]>https://api.spreaker.com/episode/48819666Mon, 21 Feb 2022 16:57:07 +0000Mike Saunders, MBAI specialize in business insurance. Helping clients with their workers compensation, general liability, business owner’s policy, commercial auto, E&O, D&O, and much, much more! I was lucky enough to grow up in the construction field doing everything...
Learn More: https://trailstoneinsurancegroup.com/ben-trygstad

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-ben-trygstad-business-insurance-advisor-with-trailstone-insurance-group-helping-business-owners-save-money-on-coverage]]>1377influential influencers,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-steven-guilfoile-ceo-and-founder-of-affordacare-insurance--48819587
Affordacare Insurance employs over 9,500 agents and partners, with offices in nearly every state. By mid-2022 Affordacare Insurance is projected to surpass the billion-dollar mark in total savings to all their clients.

Learn More-https://affordacareinsurance.com/

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-steven-guilfoile-ceo-and-founder-of-affordacare-insurance]]>https://api.spreaker.com/episode/48819587Mon, 21 Feb 2022 16:46:34 +0000Mike Saunders, MBAFrom starting out doing door-to-door sales over 12 years ago to becoming one of the largest insurance group brokers in the US. Affordacare Insurance employs over 9,500 agents and partners, with offices in nearly every state. By mid-2022 Affordacare...
Affordacare Insurance employs over 9,500 agents and partners, with offices in nearly every state. By mid-2022 Affordacare Insurance is projected to surpass the billion-dollar mark in total savings to all their clients.

Learn More-https://affordacareinsurance.com/

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-steven-guilfoile-ceo-and-founder-of-affordacare-insurance]]>1129influential influencers,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-scott-rosenzweig-president-chief-revenue-officer-of-sales-growth-advisors--48787994
Learn More: https://salesgrowthadvisors.com/interview-with-scott-rosenzweig-president-chief-revenue-officer-of-sales-growth-advisors

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/]]>https://api.spreaker.com/episode/48787994Fri, 18 Feb 2022 19:10:38 +0000Mike Saunders, MBAScott Rosenzweig is a seasoned commercial executive sales/marketing leader & sustainability strategist known as being personable, versatile, and collaborative. Scott spent the first 15 years of his career in publicly traded companies developing...
Learn More: https://salesgrowthadvisors.com/interview-with-scott-rosenzweig-president-chief-revenue-officer-of-sales-growth-advisors

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/]]>1499influential influencers,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-mike-wilson-founder-of-blueprint-retirement-advisors--48787491Many of those years included operating a top-performing captive insurance agency, earning Bronze Tablet, Silver Scroll, and Golden Triangle awards.

Mike’s commitment to prioritizing client interests includes professional development and continuous learning.
He takes his fiduciary role very seriously and advocates for his clients in every aspect of their financial life.

When not working as a financial advisor, Mike enjoys fishing, cooking, and travel—and most of all, spending time with his wife and children.
If you’re a small business owner wondering how to get access to the VIP strategies of large corporations, then reach out to me for a no-cost conversation.

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



Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-mike-wilson-founder-of-blueprint-retirement-advisors]]>https://api.spreaker.com/episode/48787491Fri, 18 Feb 2022 18:28:27 +0000Mike Saunders, MBAIn founding Blueprint Retirement Advisors, Mike Wilson builds on thirty-plus years of experience advising clients about strategic financial decisions. Many of those years included operating a top-performing captive insurance agency, earning Bronze...Many of those years included operating a top-performing captive insurance agency, earning Bronze Tablet, Silver Scroll, and Golden Triangle awards.

Mike’s commitment to prioritizing client interests includes professional development and continuous learning.
He takes his fiduciary role very seriously and advocates for his clients in every aspect of their financial life.

When not working as a financial advisor, Mike enjoys fishing, cooking, and travel—and most of all, spending time with his wife and children.
If you’re a small business owner wondering how to get access to the VIP strategies of large corporations, then reach out to me for a no-cost conversation.

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



Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-mike-wilson-founder-of-blueprint-retirement-advisors]]>1322influential influencers,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-kim-neeson-coach-consultant-award-winning-entrepreneur-and-leadership-executive-with-kim-neeson-consultancy--48776452
Learn More: https://kimneeson.com/

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-kim-neeson-coach-consultant-award-winning-entrepreneur-and-leadership-executive-with-kim-neeson-consultancy]]>https://api.spreaker.com/episode/48776452Thu, 17 Feb 2022 21:03:53 +0000Mike Saunders, MBAKim Neeson helps women at the mid-career stage of their life curate their next chapter – whether a career change, leadership growth, “rewirement” or retirement – and to live their best life. Learn More: https://kimneeson.com/ Influential...
Learn More: https://kimneeson.com/

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-kim-neeson-coach-consultant-award-winning-entrepreneur-and-leadership-executive-with-kim-neeson-consultancy]]>1263influential influencers,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-matthew-stibbe-ceo-at-articulate-marketing-discussing-message-to-market-clarity--48774762
Currently, he is CEO at Articulate Marketing, a UK marketing agency specializing in the technology sector.

Also, his geek credentials are strong. Previously, he was founder and CEO at Intelligent Games, a 70-person computer games company where he designed games for LEGO and produced two games based on Dune.

Matthew also has his commercial pilots license and an advanced wine diploma. (Have you seen the film Somm? Like that!) At some point in the previous millennium, he studied history at Oxford University.

These days, he blogs about modern management at www.geekboss.com about marketing at www.articulatemarketing.com and wine at www.vincarta.com



Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-matthew-stibbe-ceo-at-articulate-marketing-discussing-message-to-market-clarity]]>https://api.spreaker.com/episode/48774762Thu, 17 Feb 2022 19:22:42 +0000Mike Saunders, MBAHe created marketing strategies, content and campaigns for clients including Microsoft, Google, LinkedIn and HP and contributed to Wired, Forbes and Popular Science. Currently, he is CEO at Articulate Marketing, a UK marketing agency specializing...
Currently, he is CEO at Articulate Marketing, a UK marketing agency specializing in the technology sector.

Also, his geek credentials are strong. Previously, he was founder and CEO at Intelligent Games, a 70-person computer games company where he designed games for LEGO and produced two games based on Dune.

Matthew also has his commercial pilots license and an advanced wine diploma. (Have you seen the film Somm? Like that!) At some point in the previous millennium, he studied history at Oxford University.

These days, he blogs about modern management at www.geekboss.com about marketing at www.articulatemarketing.com and wine at www.vincarta.com



Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-matthew-stibbe-ceo-at-articulate-marketing-discussing-message-to-market-clarity]]>1442influential influencers,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-nadine-perez-founder-of-nbp-insurance-services--48762385
Nadine’s specialty lies in a unique space within the financial planning sector. That which impedes your retirement plans. (i.e., Sending your children to college is a cash flow and retirement problem. Health coverage and understanding Medicare and associated costs is a retirement problem, making sure you have guaranteed lifetime income is a retirement problem).

When she’s not working with her clients, she enjoys the South Florida weather and all it has to offer.

Let’s talk about what concerns you most.

Learn More: https://nbpinsuranceservices.com/
Get on my calendar NOW at https://calendly.com/nadine-perez-agent/60min

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-nadine-perez-founder-of-nbp-insurance-services]]>https://api.spreaker.com/episode/48762385Wed, 16 Feb 2022 21:34:24 +0000Mike Saunders, MBANadine has been providing insurance to people throughout South Florida since 2006. She believes that putting her clients first and maintaining a high level of professionalism on their behalf is what makes clients eager to refer her to their family and...
Nadine’s specialty lies in a unique space within the financial planning sector. That which impedes your retirement plans. (i.e., Sending your children to college is a cash flow and retirement problem. Health coverage and understanding Medicare and associated costs is a retirement problem, making sure you have guaranteed lifetime income is a retirement problem).

When she’s not working with her clients, she enjoys the South Florida weather and all it has to offer.

Let’s talk about what concerns you most.

Learn More: https://nbpinsuranceservices.com/
Get on my calendar NOW at https://calendly.com/nadine-perez-agent/60min

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-nadine-perez-founder-of-nbp-insurance-services]]>1207influential influencers,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-alinka-rutkowska-is-the-ceo-of-leaders-press--48762313
She runs a hybrid publishing house with traditional distribution (via Simon & Schuster) through which more than 500 entrepreneurs have been able to share their stories with the world. 172 of Leaders Press authors have become USA Today and Wall Street Journal best-selling authors.

Alinka has been featured by Forbes, Entrepreneur Magazine, Entrepreneurs on Fire and numerous other outlets.
Her mission is to help 10,000 entrepreneurs share their wisdom with the world by 2030.

Learn More: https://leaderspress.com/

https://leaderspress.com/discover

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-alinka-rutkowska-is-the-ceo-of-leaders-press]]>https://api.spreaker.com/episode/48762313Wed, 16 Feb 2022 21:27:02 +0000Mike Saunders, MBALeaders Press a USA Today and Wall Street Journal best-selling press, where she creates books for entrepreneurs from scratch and launches them to best-seller with a 100% success rate. She runs a hybrid publishing house with traditional distribution...
She runs a hybrid publishing house with traditional distribution (via Simon & Schuster) through which more than 500 entrepreneurs have been able to share their stories with the world. 172 of Leaders Press authors have become USA Today and Wall Street Journal best-selling authors.

Alinka has been featured by Forbes, Entrepreneur Magazine, Entrepreneurs on Fire and numerous other outlets.
Her mission is to help 10,000 entrepreneurs share their wisdom with the world by 2030.

Learn More: https://leaderspress.com/

https://leaderspress.com/discover

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-alinka-rutkowska-is-the-ceo-of-leaders-press]]>1196influential influencers,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-chris-blair-founder-of-maestro-associates-a-denver-flat-fee-financial-planning-firm-discussing-owning-income-real-estate--48762085
At Maestro Associates, Chris helps his clients plan for and attain their financial goals, whether it be buying a new car, managing a large real estate portfolio, or preparing for financial independence. His philosophy focuses on understanding Clients’ values, goals, and emotional needs in order to produce a comprehensive and effective financial plan.

Chris Blair received a Bachelor of Arts Degree from Whitman College in 1990. In 1993, he received both a Juris Doctor and Masters in Business Administration from the University of Denver. Chris attained the CFP (Certified Financial Planner) designation in 2007. He holds FINRA Series 6, 7, 24, 26, 63 and 65 licenses. He also maintains Life, Heath and Annuity licenses in the state of Colorado and numerous other states.

Chris is married to Manisha Blair and, together, they have two children, Anand and Sonali. Chris enjoys hiking with his family, travel, reading, and watching soccer and volleyball.

Learn More: https://www.maestro-associates.com/



All Securities are Offered Through Money Concepts Capital Corp., Member FINRA/SIPC. Money Concepts Advisory Service is a Registered Investment Advisor with the SEC.

Maestro Associates is an independent firm not affiliated with Money Concepts Capital Corp 11440 North Jog Road, Palm Beach Gardens, FL 33418. 561-472-2000.

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-chris-blair-founder-of-maestro-associates-a-denver-flat-fee-financial-planning-firm-discussing-owning-income-real-estate]]>https://api.spreaker.com/episode/48762085Wed, 16 Feb 2022 21:04:29 +0000Mike Saunders, MBAAfter a short apprenticeship, Christopher Blair founded Blair Financial Planning in 1995 to offer comprehensive financial planning and investment services to Clients in Colorado. Since then, he has grown the firm to include Clients in several states...
At Maestro Associates, Chris helps his clients plan for and attain their financial goals, whether it be buying a new car, managing a large real estate portfolio, or preparing for financial independence. His philosophy focuses on understanding Clients’ values, goals, and emotional needs in order to produce a comprehensive and effective financial plan.

Chris Blair received a Bachelor of Arts Degree from Whitman College in 1990. In 1993, he received both a Juris Doctor and Masters in Business Administration from the University of Denver. Chris attained the CFP (Certified Financial Planner) designation in 2007. He holds FINRA Series 6, 7, 24, 26, 63 and 65 licenses. He also maintains Life, Heath and Annuity licenses in the state of Colorado and numerous other states.

Chris is married to Manisha Blair and, together, they have two children, Anand and Sonali. Chris enjoys hiking with his family, travel, reading, and watching soccer and volleyball.

Learn More: https://www.maestro-associates.com/



All Securities are Offered Through Money Concepts Capital Corp., Member FINRA/SIPC. Money Concepts Advisory Service is a Registered Investment Advisor with the SEC.

Maestro Associates is an independent firm not affiliated with Money Concepts Capital Corp 11440 North Jog Road, Palm Beach Gardens, FL 33418. 561-472-2000.

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-chris-blair-founder-of-maestro-associates-a-denver-flat-fee-financial-planning-firm-discussing-owning-income-real-estate]]>1365influential influencers,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-marty-silbernik-medicare-expert--48744870Over his 21 years at the corporate level he helped the company grow from some 2,300 restaurants to over 23,000 restaurants worldwide.
In the mid-90’s Marty left Chicago and moved to South Florida, purchasing 2 McDonald’s restaurants in Broward county. Some 10 years later, he left the McDonald’s family and opened a couple of small sandwich shops, also in Broward.

When the Real Estate market collapsed in the late 2000’s he left the restaurant industry, after more than 30 years, and embarked on a new career in Insurance. His initial focus was on Indemnity insurance, like Accident, Disability, Critical Illness – programs that were used for Voluntary Employee Benefits. These roots are still part of the overall services he provides, but the natural offshoot of that was to expand into Medicare. Over the last 12+ years he’s brought his enthusiasm for customer/client service and helping people to the Medicare arena.

His primary focus is to educate his Medicare beneficiaries so they can make an informed decision that best serves their long-term needs protecting their health for years to come.

Learn More: https://www.unitedinsuranceexperts.com/
Schedule a call with Marty: http://MartyS.me



Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-marty-silbernik-medicare-expert]]>https://api.spreaker.com/episode/48744870Tue, 15 Feb 2022 18:25:59 +0000Mike Saunders, MBAMarty Silbernik began his career in marketing for one of the world’s largest restaurant companies, McDonald’s. Over his 21 years at the corporate level he helped the company grow from some 2,300 restaurants to over 23,000 restaurants worldwide. In...Over his 21 years at the corporate level he helped the company grow from some 2,300 restaurants to over 23,000 restaurants worldwide.
In the mid-90’s Marty left Chicago and moved to South Florida, purchasing 2 McDonald’s restaurants in Broward county. Some 10 years later, he left the McDonald’s family and opened a couple of small sandwich shops, also in Broward.

When the Real Estate market collapsed in the late 2000’s he left the restaurant industry, after more than 30 years, and embarked on a new career in Insurance. His initial focus was on Indemnity insurance, like Accident, Disability, Critical Illness – programs that were used for Voluntary Employee Benefits. These roots are still part of the overall services he provides, but the natural offshoot of that was to expand into Medicare. Over the last 12+ years he’s brought his enthusiasm for customer/client service and helping people to the Medicare arena.

His primary focus is to educate his Medicare beneficiaries so they can make an informed decision that best serves their long-term needs protecting their health for years to come.

Learn More: https://www.unitedinsuranceexperts.com/
Schedule a call with Marty: http://MartyS.me



Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-marty-silbernik-medicare-expert]]>1142influential influencers,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-emanuel-avina-president-of-avina-financial-group-discussing-how-to-use-life-insurance-for-retirement-planning--48727514He has passed the Series 7 and 66 securities exams, holds California licenses to offer health and life insurance as well as annuities, and has obtained his Chartered Retirement Planning Counselor (CRPC®)
designation.
He and his wife have three daughters and one son.

Learn More: http://www.avinafinancialgroup.com

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-emanuel-avina-president-of-avina-financial-group-discussing-how-to-use-life-insurance-for-retirement-planning]]>https://api.spreaker.com/episode/48727514Mon, 14 Feb 2022 16:04:39 +0000Mike Saunders, MBAmanuel has been helping people pursue their retirement and financial dreams through comprehensive strategies for well over a decade. He founded Avina Financial Group to help clients not only retire but to retire with more confidence and help...He has passed the Series 7 and 66 securities exams, holds California licenses to offer health and life insurance as well as annuities, and has obtained his Chartered Retirement Planning Counselor (CRPC®)
designation.
He and his wife have three daughters and one son.

Learn More: http://www.avinafinancialgroup.com

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-emanuel-avina-president-of-avina-financial-group-discussing-how-to-use-life-insurance-for-retirement-planning]]>1411influential influencers,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-timothy-johnson-president-of-lionswealth-financial-group-on-social-security-strategy--48727188As a Wealth Advisor, Timothy’s main goal is to help you make well-informed decisions on what types of financial strategies are right for you. He also emphasizes the need to adjust plans as your goals and needs change. Timothy will always listen to your concerns, share all information about potential solutions, including benefits, risks, and estate issues, and treat your financial goals with the same care and interest that he devotes to his own.
Timothy looks forward to being your trusted advisor and expert resource as you build a secure financial solution.

Protecting your life, income, and more importantly your retirement is my focus. Social Security is a critical piece of your plan and I am here to help you make the smart decisions regarding your financial future.

Learn More: http://www.lionswealthfinancialgroup.com/

Licensed insurance agent #2664462

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-timothy-johnson-president-of-lionswealth-financial-group-on-social-security-strategy]]>https://api.spreaker.com/episode/48727188Mon, 14 Feb 2022 15:50:12 +0000Mike Saunders, MBATimothy is an experienced and knowledgeable Wealth Advisor, ready to work with you to ensure you and your family’s financial future. He has a degree in Finance from Georgia Southern University and has a certificate in financial planning. He...As a Wealth Advisor, Timothy’s main goal is to help you make well-informed decisions on what types of financial strategies are right for you. He also emphasizes the need to adjust plans as your goals and needs change. Timothy will always listen to your concerns, share all information about potential solutions, including benefits, risks, and estate issues, and treat your financial goals with the same care and interest that he devotes to his own.
Timothy looks forward to being your trusted advisor and expert resource as you build a secure financial solution.

Protecting your life, income, and more importantly your retirement is my focus. Social Security is a critical piece of your plan and I am here to help you make the smart decisions regarding your financial future.

Learn More: http://www.lionswealthfinancialgroup.com/

Licensed insurance agent #2664462

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-timothy-johnson-president-of-lionswealth-financial-group-on-social-security-strategy]]>1452influential influencers,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-brian-vendig-cpa-aif-president-of-mjp-wealth-advisors--48694091
Brian has an abiding passion for helping clients address all the relevant areas of personal finance — including investments, retirement planning, insurance, taxes and education planning — to create a truly comprehensive financial plan. He takes the time to learn about his clients’ lives and families and is physically present when they need him.

Brian is a General Securities Principal and holds Series 7, 24, 51, 63 and 65 securities registrations, as well as a life and health insurance license. He is a Certified Public Accountant (CPA) in the state of Connecticut and holds a Chartered Global Management Accountant (CGMA) designation accredited through the American Institute of Certified Public Accountants (AICPA) and the Chartered Institute of Management Accountants (CIMA). Brian also holds the Accredited Investment Fiduciary (AIF®) Designation demonstrating that he has a fundamental understanding of the principles of fiduciary duty.

Brian has over 20 years of experience in the finance and accounting industries. Prior to joining MJP, he worked for Xerox Corporation, a venture capital firm and a “Big 4” public accounting firm. Brian holds a Bachelor of Science degree in business administration with a major in accounting and a minor in economics from Bucknell University.

Brian has established himself as a trusted wealth advisor through his expert, integrated approach in meeting the needs of investors. For the past four years (2018-2021), Brian has been recognized on the Forbes Best-In-State Wealth Advisors list, which highlights the top wealth advisors across the country. He is currently ranked #33 in Connecticut for high net worth advisors. In 2016-2019, Brian was named “Best Financial Advisor” in the Best of Hartford Readers’ Poll. Brian was also named “Best Financial Advisor” in the Wilton Magazine Readers’ Choice awards in 2018, 2019 and 2020.

Brian has been a guest contributor and provided commentary to numerous media outlets, such as Bloomberg, Fox Business, CNBC, Yahoo Finance, TheStreet, Reuters, and Cheddar News. In addition, Brian has been a member of several advisor panels focused on maximizing efficiency to build business growth.

Outside of MJP Wealth Advisors, Brian serves on the Board of Directors for Family & Children’s Agency, a non-profit organization that provides services to children, adults, and seniors. In his free time, he enjoys playing tennis, running half-marathons, and spending time with his wife, Michele, and their two children.

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

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-brian-vendig-cpa-aif-president-of-mjp-wealth-advisors]]>https://api.spreaker.com/episode/48694091Fri, 11 Feb 2022 19:45:26 +0000Mike Saunders, MBABrian is responsible for managing all aspects of the firm’s strategic development and operations. He is a member of the MJP Wealth Advisors Investment Committee, which develops the firm’s investment strategies and portfolios. Brian has an abiding...
Brian has an abiding passion for helping clients address all the relevant areas of personal finance — including investments, retirement planning, insurance, taxes and education planning — to create a truly comprehensive financial plan. He takes the time to learn about his clients’ lives and families and is physically present when they need him.

Brian is a General Securities Principal and holds Series 7, 24, 51, 63 and 65 securities registrations, as well as a life and health insurance license. He is a Certified Public Accountant (CPA) in the state of Connecticut and holds a Chartered Global Management Accountant (CGMA) designation accredited through the American Institute of Certified Public Accountants (AICPA) and the Chartered Institute of Management Accountants (CIMA). Brian also holds the Accredited Investment Fiduciary (AIF®) Designation demonstrating that he has a fundamental understanding of the principles of fiduciary duty.

Brian has over 20 years of experience in the finance and accounting industries. Prior to joining MJP, he worked for Xerox Corporation, a venture capital firm and a “Big 4” public accounting firm. Brian holds a Bachelor of Science degree in business administration with a major in accounting and a minor in economics from Bucknell University.

Brian has established himself as a trusted wealth advisor through his expert, integrated approach in meeting the needs of investors. For the past four years (2018-2021), Brian has been recognized on the Forbes Best-In-State Wealth Advisors list, which highlights the top wealth advisors across the country. He is currently ranked #33 in Connecticut for high net worth advisors. In 2016-2019, Brian was named “Best Financial Advisor” in the Best of Hartford Readers’ Poll. Brian was also named “Best Financial Advisor” in the Wilton Magazine Readers’ Choice awards in 2018, 2019 and 2020.

Brian has been a guest contributor and provided commentary to numerous media outlets, such as Bloomberg, Fox Business, CNBC, Yahoo Finance, TheStreet, Reuters, and Cheddar News. In addition, Brian has been a member of several advisor panels focused on maximizing efficiency to build business growth.

Outside of MJP Wealth Advisors, Brian serves on the Board of Directors for Family & Children’s Agency, a non-profit organization that provides services to children, adults, and seniors. In his free time, he enjoys playing tennis, running half-marathons, and spending time with his wife, Michele, and their two children.

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

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-brian-vendig-cpa-aif-president-of-mjp-wealth-advisors]]>1388influential influencers,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-cesar-mourino-president-ceo-of-lifeanswers-financial-group--48678088
In the year 2000, I opened my own Small Business in Hospitality, which grew from 14 employees to 250 employees which allowed me to develop a great Clientele throughout the United States and Puerto Rico. Due to the 2008 economic collapse, I was forced to close our business. This made me realize that helping families protect their financial future was very important and where I needed to be.

I partnered up with First Financial Security as an Area Marketing Director and in 2012. I developed and translated brochures in Spanish and was given the opportunity to launch a division of First Financial Security in Puerto Rico, with Total Success.

In 2017, I decided to start our own agency, LifeAnswers Financial Group in Tampa, Florida and associated our Firm with Partners Advantage a Gallagher Financial Group. Our Mission is too Educated, Inform and Empower our Clients and Financial Professionals with the latest and greatest financial solutions available. We have succeed in becoming a leader in the Industry by achieving our Vision in eliminating clients debt using their own money (Your Family Bank), to restructuring clients retirement and implementing tax free lifetime income solution (Stonewood Financial). Our programs are helping families achieve the American Dream. I have continued to provide the same dedication to all my Clients and Business Partners with hands-on experience and keeping up with how technology affects the insurance industry. Staying ahead of the Industry’s frequent changes, is my sixth sense.

I have represented many Clients for over 27 years and continue to grow and serve our communities.

Learn More about:
The New Holistic Retirement
The New Rules of Retirement
Tax Free Retirement

http://www.lifeanswers-fg.com/



Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-cesar-mourino-president-ceo-of-lifeanswers-financial-group]]>https://api.spreaker.com/episode/48678088Thu, 10 Feb 2022 20:04:41 +0000Mike Saunders, MBABorn and raised in the streets of New York City, I graduated from Rice High School in Harlem and than graduated with a Bachelors Degree in Criminal Justice from John Jay College. As a child, I was thought to serve and respect others. With a passion...
In the year 2000, I opened my own Small Business in Hospitality, which grew from 14 employees to 250 employees which allowed me to develop a great Clientele throughout the United States and Puerto Rico. Due to the 2008 economic collapse, I was forced to close our business. This made me realize that helping families protect their financial future was very important and where I needed to be.

I partnered up with First Financial Security as an Area Marketing Director and in 2012. I developed and translated brochures in Spanish and was given the opportunity to launch a division of First Financial Security in Puerto Rico, with Total Success.

In 2017, I decided to start our own agency, LifeAnswers Financial Group in Tampa, Florida and associated our Firm with Partners Advantage a Gallagher Financial Group. Our Mission is too Educated, Inform and Empower our Clients and Financial Professionals with the latest and greatest financial solutions available. We have succeed in becoming a leader in the Industry by achieving our Vision in eliminating clients debt using their own money (Your Family Bank), to restructuring clients retirement and implementing tax free lifetime income solution (Stonewood Financial). Our programs are helping families achieve the American Dream. I have continued to provide the same dedication to all my Clients and Business Partners with hands-on experience and keeping up with how technology affects the insurance industry. Staying ahead of the Industry’s frequent changes, is my sixth sense.

I have represented many Clients for over 27 years and continue to grow and serve our communities.

Learn More about:
The New Holistic Retirement
The New Rules of Retirement
Tax Free Retirement

http://www.lifeanswers-fg.com/



Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-cesar-mourino-president-ceo-of-lifeanswers-financial-group]]>1759influential influencers,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-daryl-horton-president-of-dl-horton-advisors-discussing-a-college-saving-plan--48662584Raised by a single mother, I successfully made it out of the Inner City Streets of Chicago.
Moved to Southern California in the grocery/retail management business 1998, managing at American Stores, Rite Aid and others. Best and longest friend passed years ago due to a motorcycle accident that motivated me to change careers to help families. My licenses include: Life, Accident, Health, Property and Casualty, in California & Illinois.
I love all people; I’m passionate about helping, teaching, advising and serving my community.
We offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies.

– Leveraging current tax code to have a lifetime of tax-free income.
– Quick, Affordable Term Life Insurance at Great rates.
– Retirement planning , IRA and IRA Rollover.
– Specialize in 401k/ 403b/457 and Qualified – Non Qualified Plans.
– Index Universal Life and Term Insurance.
– Business Owner Policy and Buy – Sell Agreements.
– Annuities and wealth transfer.
– Mortgage Protection Insurance.
– Infinite Banking – Protected Asset Class

Will you have the income you need and want when you retire?

Learn How: http://dlhortonadvisors.com/

My California Insurance license number is 0M04571 and Illinois Insurance license number is 18599272.

Experience
Chief Executive Officer at DL Horton Advisors
DL HORTON ADVISORS
Nov 2020 – Present (1 year 3 months +)

Agent at New York Life Insurance Company
New York Life Insurance Company
May 2020 – Present (1 year 9 months +)
Agent licensed to sell insurance through New York Life Insurance Company.
Licensed Insurance Agent

Farmers Insurance
Nov 2018 – May 2020 (1 year 7 months)
Commercial, Life Insurance, Workers Compensation and Personal Lines.

Site Ready Agent
State Farm ®
May 2018 – May 2019 (1 year 1 month)

Insurance Specialist-National Life Group
Nov 2017 – Nov 2018 (1 year 1 month) Life Insurance and Annuities.



Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-daryl-horton-president-of-dl-horton-advisors-discussing-a-college-saving-plan]]>https://api.spreaker.com/episode/48662584Wed, 09 Feb 2022 20:01:43 +0000Mike Saunders, MBABorn, raised and attended schools in Chicago, I’m a Southsider. Raised by a single mother, I successfully made it out of the Inner City Streets of Chicago. Moved to Southern California in the grocery/retail management business 1998, managing at...Raised by a single mother, I successfully made it out of the Inner City Streets of Chicago.
Moved to Southern California in the grocery/retail management business 1998, managing at American Stores, Rite Aid and others. Best and longest friend passed years ago due to a motorcycle accident that motivated me to change careers to help families. My licenses include: Life, Accident, Health, Property and Casualty, in California & Illinois.
I love all people; I’m passionate about helping, teaching, advising and serving my community.
We offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies.

– Leveraging current tax code to have a lifetime of tax-free income.
– Quick, Affordable Term Life Insurance at Great rates.
– Retirement planning , IRA and IRA Rollover.
– Specialize in 401k/ 403b/457 and Qualified – Non Qualified Plans.
– Index Universal Life and Term Insurance.
– Business Owner Policy and Buy – Sell Agreements.
– Annuities and wealth transfer.
– Mortgage Protection Insurance.
– Infinite Banking – Protected Asset Class

Will you have the income you need and want when you retire?

Learn How: http://dlhortonadvisors.com/

My California Insurance license number is 0M04571 and Illinois Insurance license number is 18599272.

Experience
Chief Executive Officer at DL Horton Advisors
DL HORTON ADVISORS
Nov 2020 – Present (1 year 3 months +)

Agent at New York Life Insurance Company
New York Life Insurance Company
May 2020 – Present (1 year 9 months +)
Agent licensed to sell insurance through New York Life Insurance Company.
Licensed Insurance Agent

Farmers Insurance
Nov 2018 – May 2020 (1 year 7 months)
Commercial, Life Insurance, Workers Compensation and Personal Lines.

Site Ready Agent
State Farm ®
May 2018 – May 2019 (1 year 1 month)

Insurance Specialist-National Life Group
Nov 2017 – Nov 2018 (1 year 1 month) Life Insurance and Annuities.



Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-daryl-horton-president-of-dl-horton-advisors-discussing-a-college-saving-plan]]>1349influential influencers,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-randi-karpinia-ceo-of-sagacity-legal--48662492
Ms. Karpinia’s expertise is well recognized industry-wide including recently being honored as a 2021 Small Business Person of the Year Finalist by the Chamber of Commerce of the Palm Beaches and included in the WIPF – 2021 Powerful Women in IP list.

Ms. Karpinia’s credentials include a B.E.E, with honors, from Georgia Institute of Technology; a M.E.E. from Florida Atlantic University; and a J.D. Magna Cum Laude from Nova Southeastern University. Ms. Karpinia is admitted to practice law in Florida and before the USPTO, and is a Florida Bar Board Certified Intellectual Property Lawyer.

Learn More: https://sagacitylegal.com/

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-randi-karpinia-ceo-of-sagacity-legal]]>https://api.spreaker.com/episode/48662492Wed, 09 Feb 2022 19:52:14 +0000Mike Saunders, MBARandi helps small businesses and entrepreneurs remove their legal “what ifs” so they can “WOW the world.” With over twenty years of legal experience, Ms. Karpinia is a recognized expert in all aspects of business legal management with a focus on...
Ms. Karpinia’s expertise is well recognized industry-wide including recently being honored as a 2021 Small Business Person of the Year Finalist by the Chamber of Commerce of the Palm Beaches and included in the WIPF – 2021 Powerful Women in IP list.

Ms. Karpinia’s credentials include a B.E.E, with honors, from Georgia Institute of Technology; a M.E.E. from Florida Atlantic University; and a J.D. Magna Cum Laude from Nova Southeastern University. Ms. Karpinia is admitted to practice law in Florida and before the USPTO, and is a Florida Bar Board Certified Intellectual Property Lawyer.

Learn More: https://sagacitylegal.com/

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-randi-karpinia-ceo-of-sagacity-legal]]>1220influential influencers,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-jean-latting-president-of-leading-consciously-leadership-coach--48592918
Learn More: https://www.leadingconsciously.com/

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-jean-latting-president-of-leading-consciously-leadership-coach]]>https://api.spreaker.com/episode/48592918Fri, 04 Feb 2022 21:52:19 +0000Mike Saunders, MBAJean is an organizational consultant and management coach. She has over 20 years of consultation and teaching experience within private and public sector organizations. Her scholarship and consulting are dedicated to helping people fulfill their goals...
Learn More: https://www.leadingconsciously.com/

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-jean-latting-president-of-leading-consciously-leadership-coach]]>1344influential influencers,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-don-purcell-cpa-certified-kingdom-advisor-founder-of-clarity-business-coaching-discussing-business-productivity--48544327
Professional Experience

– Staff auditor for the accounting firm of KMPG Peat Marwick.

– First ever Controller for the law firm Akerman, a top 100 law firm in the US.

– Founder of a public accounting practice in 1988 focusing on tax compliance and tax planning.

– Exited the tax compliance practice to focus full time on fee-based financial planning, investments, and risk management. Achieved top 1% production levels in the industry.

Volunteer Experience

– Treasurer, Inverness Golf and Country Club

– Calvary Church of Inverness – Coached the youth ministry team to focus on their quarterly priorities and to streamline the organizational structure for volunteers.

– Former Treasurer, MulliganLife – a Florida non-profit ministry

– Former Chairman, True North Foundation – helped them organize a planned giving committee

The primary source of new clients for Don are referrals from clients. These referrals have led Don to serve clients in multiple states and countries.

Don’s commitment to excellence and dedication to integrity cause him to strive to provide the highest standard of service.

Let my 30 years of experience as a CPA, investment advisor, and serial entrepreneur help your venture get on track and stay on track. Whatever issue you’re facing right now, whether it be soaring healthcare costs, government regulations, income taxes, or macro-economic concerns; I can help you.

Learn More: https://cbizcoach.co/

1-800-344-1272



Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-don-purcell-cpa-certified-kingdom-advisor-founder-of-clarity-business-coaching-discussing-business-productivity]]>https://api.spreaker.com/episode/48544327Tue, 01 Feb 2022 20:35:06 +0000Mike Saunders, MBAI’ve been serving clients & not-for-profit organizations in multiple states for over 30 years helping business leaders with their systems, processes, and finances. Professional Experience – Staff auditor for the accounting firm of KMPG Peat...
Professional Experience

– Staff auditor for the accounting firm of KMPG Peat Marwick.

– First ever Controller for the law firm Akerman, a top 100 law firm in the US.

– Founder of a public accounting practice in 1988 focusing on tax compliance and tax planning.

– Exited the tax compliance practice to focus full time on fee-based financial planning, investments, and risk management. Achieved top 1% production levels in the industry.

Volunteer Experience

– Treasurer, Inverness Golf and Country Club

– Calvary Church of Inverness – Coached the youth ministry team to focus on their quarterly priorities and to streamline the organizational structure for volunteers.

– Former Treasurer, MulliganLife – a Florida non-profit ministry

– Former Chairman, True North Foundation – helped them organize a planned giving committee

The primary source of new clients for Don are referrals from clients. These referrals have led Don to serve clients in multiple states and countries.

Don’s commitment to excellence and dedication to integrity cause him to strive to provide the highest standard of service.

Let my 30 years of experience as a CPA, investment advisor, and serial entrepreneur help your venture get on track and stay on track. Whatever issue you’re facing right now, whether it be soaring healthcare costs, government regulations, income taxes, or macro-economic concerns; I can help you.

Learn More: https://cbizcoach.co/

1-800-344-1272



Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-don-purcell-cpa-certified-kingdom-advisor-founder-of-clarity-business-coaching-discussing-business-productivity]]>1574influential influencers,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-ken-magma-marshall-chief-growth-officer-and-managing-partner-at-revenuezen--48544215
Learn More: https://revenuezen.com/

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-ken-magma-marshall-chief-growth-officer-and-managing-partner-at-revenuezen]]>https://api.spreaker.com/episode/48544215Tue, 01 Feb 2022 20:27:31 +0000Mike Saunders, MBAKen has been professionally interneting for the past seven years and has shifted his focus to all things SEO and inbound for the last five . Ken is an endlessly curious person with a cliche coffee addiction and a burning desire to encourage and...
Learn More: https://revenuezen.com/

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-ken-magma-marshall-chief-growth-officer-and-managing-partner-at-revenuezen]]>1357influential influencers,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-daryl-horton-president-of-dl-horton-advisors-discussing-life-insurance-vs-401k-for-retirement--48457835Raised by a single mother, I successfully made it out of the Inner City Streets of Chicago.
Moved to Southern California in the grocery/retail management business 1998, managing at American Stores, Rite Aid and others. Best and longest friend passed years ago due to a motorcycle accident that motivated me to change careers to help families. My licenses include: Life, Accident, Health, Property and Casualty, in California & Illinois.
I love all people; I’m passionate about helping, teaching, advising and serving my community.
We offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies.

Leveraging current tax code to have a lifetime of tax-free income.
Quick, Affordable Term Life Insurance at Great rates.
Retirement planning , IRA and IRA Rollover.
Specialize in 401k/ 403b/457 and Qualified – Non Qualified Plans.
Index Universal Life and Term Insurance.
Business Owner Policy and Buy – Sell Agreements.
Annuities and wealth transfer.
Mortgage Protection Insurance.
Infinite Banking – Protected Asset Class
Will you have the income you need and want when you retire?

Learn How: http://dlhortonadvisors.com/

My California Insurance license number is 0M04571 and Illinois Insurance license number is 18599272.

Experience
Chief Executive Officer at DL Horton Advisors
DL HORTON ADVISORS
Nov 2020 – Present (1 year 3 months +)

Agent at New York Life Insurance Company
New York Life Insurance Company
May 2020 – Present (1 year 9 months +)
Agent licensed to sell insurance through New York Life Insurance Company.
Licensed Insurance Agent

Farmers Insurance
Nov 2018 – May 2020 (1 year 7 months)
Commercial, Life Insurance, Workers Compensation and Personal Lines.

Site Ready Agent
State Farm ®
May 2018 – May 2019 (1 year 1 month)

Insurance Specialist-National Life Group
Nov 2017 – Nov 2018 (1 year 1 month) Life Insurance and Annuities.

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-daryl-horton-president-of-dl-horton-advisors-discussing-life-insurance-vs-401k-for-retirement]]>https://api.spreaker.com/episode/48457835Wed, 26 Jan 2022 20:46:18 +0000Mike Saunders, MBABorn, raised and attended schools in Chicago, I’m a Southsider. Raised by a single mother, I successfully made it out of the Inner City Streets of Chicago. Moved to Southern California in the grocery/retail management business 1998, managing at...Raised by a single mother, I successfully made it out of the Inner City Streets of Chicago.
Moved to Southern California in the grocery/retail management business 1998, managing at American Stores, Rite Aid and others. Best and longest friend passed years ago due to a motorcycle accident that motivated me to change careers to help families. My licenses include: Life, Accident, Health, Property and Casualty, in California & Illinois.
I love all people; I’m passionate about helping, teaching, advising and serving my community.
We offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies.

Leveraging current tax code to have a lifetime of tax-free income.
Quick, Affordable Term Life Insurance at Great rates.
Retirement planning , IRA and IRA Rollover.
Specialize in 401k/ 403b/457 and Qualified – Non Qualified Plans.
Index Universal Life and Term Insurance.
Business Owner Policy and Buy – Sell Agreements.
Annuities and wealth transfer.
Mortgage Protection Insurance.
Infinite Banking – Protected Asset Class
Will you have the income you need and want when you retire?

Learn How: http://dlhortonadvisors.com/

My California Insurance license number is 0M04571 and Illinois Insurance license number is 18599272.

Experience
Chief Executive Officer at DL Horton Advisors
DL HORTON ADVISORS
Nov 2020 – Present (1 year 3 months +)

Agent at New York Life Insurance Company
New York Life Insurance Company
May 2020 – Present (1 year 9 months +)
Agent licensed to sell insurance through New York Life Insurance Company.
Licensed Insurance Agent

Farmers Insurance
Nov 2018 – May 2020 (1 year 7 months)
Commercial, Life Insurance, Workers Compensation and Personal Lines.

Site Ready Agent
State Farm ®
May 2018 – May 2019 (1 year 1 month)

Insurance Specialist-National Life Group
Nov 2017 – Nov 2018 (1 year 1 month) Life Insurance and Annuities.

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-daryl-horton-president-of-dl-horton-advisors-discussing-life-insurance-vs-401k-for-retirement]]>1436influential influencers,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-john-briggs-founder-of-incite-tax-accounting--48457670Learn More: https://incitetax.com/wealth

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-john-briggs-founder-of-incite-tax-accounting]]>https://api.spreaker.com/episode/48457670Wed, 26 Jan 2022 20:39:29 +0000Mike Saunders, MBAJohn graduated from Brigham Young University with a Master of Accountancy in Tax. He worked on corporate taxes and trusts in Orange County, CA with Deloitte & Touche, one of the four largest national accounting firms. With his educational background...Learn More: https://incitetax.com/wealth

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-john-briggs-founder-of-incite-tax-accounting]]>1303influential influencers,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-daryl-horton-president-of-dl-horton-advisors--48443551Raised by a single mother, I successfully made it out of the Inner City Streets of Chicago.
Moved to Southern California in the grocery/retail management business 1998, managing at American Stores, Rite Aid and others. Best and longest friend passed years ago due to a motorcycle accident that motivated me to change careers to help families. My licenses include: Life, Accident, Health, Property and Casualty, in California & Illinois.
I love all people; I’m passionate about helping, teaching, advising and serving my community.
We offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies.

> Leveraging current tax code to have a lifetime of tax-free income. > Quick, Affordable Term Life Insurance at Great rates.
> Retirement planning , IRA and IRA Rollover.
> Specialize in 401k/ 403b/457 and Qualified – Non Qualified Plans. > Index Universal Life and Term Insurance.
> Business Owner Policy and Buy – Sell Agreements. > Annuities and wealth transfer.
> Mortgage protection Insurance.
> Infinite Banking – Protected Asset Class

My California Insurance license number is 0M04571 and llinois Insurance license number is 18599272.

Experience
Chief Executive Officer at DL Horton Advisors
DL HORTON ADVISORS
Nov 2020 – Present (1 year 3 months +)

Agent at New York Life Insurance Company
New York Life Insurance Company
May 2020 – Present (1 year 9 months +)
Agent licensed to sell insurance through New York Life Insurance Company.
Licensed Insurance Agent

Farmers Insurance
Nov 2018 – May 2020 (1 year 7 months)
Commercial, Life Insurance, Workers Compensation and Personal Lines.

Site Ready Agent
State Farm ®
May 2018 – May 2019 (1 year 1 month)

Insurance Specialist
National Life Group
Nov 2017 – Nov 2018 (1 year 1 month) Life Insurance and Annuities.

Will you have the income you need and want when you retire?

Learn How: http://dlhortonadvisors.com/

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-daryl-horton-president-of-dl-horton-advisors]]>https://api.spreaker.com/episode/48443551Tue, 25 Jan 2022 22:45:25 +0000Mike Saunders, MBABorn, raised and attended schools in Chicago, I’m a Southsider. Raised by a single mother, I successfully made it out of the Inner City Streets of Chicago. Moved to Southern California in the grocery/retail management business 1998, managing at...Raised by a single mother, I successfully made it out of the Inner City Streets of Chicago.
Moved to Southern California in the grocery/retail management business 1998, managing at American Stores, Rite Aid and others. Best and longest friend passed years ago due to a motorcycle accident that motivated me to change careers to help families. My licenses include: Life, Accident, Health, Property and Casualty, in California & Illinois.
I love all people; I’m passionate about helping, teaching, advising and serving my community.
We offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies.

> Leveraging current tax code to have a lifetime of tax-free income. > Quick, Affordable Term Life Insurance at Great rates.
> Retirement planning , IRA and IRA Rollover.
> Specialize in 401k/ 403b/457 and Qualified – Non Qualified Plans. > Index Universal Life and Term Insurance.
> Business Owner Policy and Buy – Sell Agreements. > Annuities and wealth transfer.
> Mortgage protection Insurance.
> Infinite Banking – Protected Asset Class

My California Insurance license number is 0M04571 and llinois Insurance license number is 18599272.

Experience
Chief Executive Officer at DL Horton Advisors
DL HORTON ADVISORS
Nov 2020 – Present (1 year 3 months +)

Agent at New York Life Insurance Company
New York Life Insurance Company
May 2020 – Present (1 year 9 months +)
Agent licensed to sell insurance through New York Life Insurance Company.
Licensed Insurance Agent

Farmers Insurance
Nov 2018 – May 2020 (1 year 7 months)
Commercial, Life Insurance, Workers Compensation and Personal Lines.

Site Ready Agent
State Farm ®
May 2018 – May 2019 (1 year 1 month)

Insurance Specialist
National Life Group
Nov 2017 – Nov 2018 (1 year 1 month) Life Insurance and Annuities.

Will you have the income you need and want when you retire?

Learn How: http://dlhortonadvisors.com/

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-daryl-horton-president-of-dl-horton-advisors]]>1350influential influencers,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-jill-james-ceo-founder-of-the-jill-james-llc-focusing-on-self-funded-small-business-owners--48443496Originally from a small town in Wisconsin, Jill attended the University of Chicago, where she graduated with honors in political science.
She then moved to New York to work in banking with J.P. Morgan and AXA Financial.
She returned to the University of Chicago’s Boothe school of business to study finance, but switch to entrepreneurship, strategy, and marketing after a summer internship with a venture back to start up. She’s held executive positions at early stage technology companies in San Francisco and Los Angeles and served as an advisor to the media, marketing, and entrepreneurship program at the USC Annenberg school of communications.

In 2015, Jill realized work wasn’t working for her anymore. At seven months pregnant, she started Sif Industries to help founders define success on their own terms.
Her “twins”— her son and her company — have grown up together in Los Angeles and Valencia, Spain.
Learn More: https://thejilljames.com/

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-jill-james-ceo-founder-of-the-jill-james-llc-focusing-on-self-funded-small-business-owners]]>https://api.spreaker.com/episode/48443496Tue, 25 Jan 2022 22:39:48 +0000Mike Saunders, MBAJill James, LLC is a consulting & coaching firm that transforms self-funded businesses into high-profit companies through strategic operating support Originally from a small town in Wisconsin, Jill attended the University of Chicago, where she...Originally from a small town in Wisconsin, Jill attended the University of Chicago, where she graduated with honors in political science.
She then moved to New York to work in banking with J.P. Morgan and AXA Financial.
She returned to the University of Chicago’s Boothe school of business to study finance, but switch to entrepreneurship, strategy, and marketing after a summer internship with a venture back to start up. She’s held executive positions at early stage technology companies in San Francisco and Los Angeles and served as an advisor to the media, marketing, and entrepreneurship program at the USC Annenberg school of communications.

In 2015, Jill realized work wasn’t working for her anymore. At seven months pregnant, she started Sif Industries to help founders define success on their own terms.
Her “twins”— her son and her company — have grown up together in Los Angeles and Valencia, Spain.
Learn More: https://thejilljames.com/

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-jill-james-ceo-founder-of-the-jill-james-llc-focusing-on-self-funded-small-business-owners]]>1254influential influencers,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-erin-fountain-founder-and-president-of-suncoast-social-security-advisors-consulting-and-tax-services--48443441Today, in addition to being a Registered Social Security Analyst she is also an Enrolled Agent.
Erin finds that Taxes and Social Security are inextricably aligned, and she is intimately aware of the impact these have on both the aging and those who care for them.
She employs her knowledge and experience to help others retain what they have earned.

Learn More: https://suncoastssadvisors.com/

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-erin-fountain-founder-and-president-of-suncoast-social-security-advisors-consulting-and-tax-services]]>https://api.spreaker.com/episode/48443441Tue, 25 Jan 2022 22:31:18 +0000Mike Saunders, MBAErin holds a BBS in Accounting and Finance from Dallas Baptist University and has performed as a Senior Staff Accountant in the corporate arena. Today, in addition to being a Registered Social Security Analyst she is also an Enrolled Agent. Erin...Today, in addition to being a Registered Social Security Analyst she is also an Enrolled Agent.
Erin finds that Taxes and Social Security are inextricably aligned, and she is intimately aware of the impact these have on both the aging and those who care for them.
She employs her knowledge and experience to help others retain what they have earned.

Learn More: https://suncoastssadvisors.com/

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-erin-fountain-founder-and-president-of-suncoast-social-security-advisors-consulting-and-tax-services]]>925influential influencers,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-sean-rosensteel-founder-of-savvy-pro-web--48396746
After being taken advantage of and going bankrupt in his first business, Sean began doing the only other thing he knew how to do: build and market websites.

He quickly realized how often his entrepreneurial clients had been ripped off by the digital marketers they’d worked within the past.

Savvy Pro Web exists to ensure every entrepreneur makes better, more informed website decisions so they never have to go through the feeling of being taken advantage of again.

Sean has a degree in Entrepreneurship from the University of St. Thomas, runs his company on EOS (the Entrepreneurial Operating System), is a StoryBrand Certified Guide and a proud member of Strategic Coach.

He resides in Dallas, Texas with his wife Karen and their three beautiful children.

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

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-sean-rosensteel-founder-of-savvy-pro-web]]>https://api.spreaker.com/episode/48396746Fri, 21 Jan 2022 22:57:54 +0000Mike Saunders, MBASavvy Pro Web is a company that builds websites that increase credibility, generate leads and win clients. After being taken advantage of and going bankrupt in his first business, Sean began doing the only other thing he knew how to do: build and...
After being taken advantage of and going bankrupt in his first business, Sean began doing the only other thing he knew how to do: build and market websites.

He quickly realized how often his entrepreneurial clients had been ripped off by the digital marketers they’d worked within the past.

Savvy Pro Web exists to ensure every entrepreneur makes better, more informed website decisions so they never have to go through the feeling of being taken advantage of again.

Sean has a degree in Entrepreneurship from the University of St. Thomas, runs his company on EOS (the Entrepreneurial Operating System), is a StoryBrand Certified Guide and a proud member of Strategic Coach.

He resides in Dallas, Texas with his wife Karen and their three beautiful children.

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

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-sean-rosensteel-founder-of-savvy-pro-web]]>1294influential influencers,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-michael-wright-insurance-agent-with-trailstone-insurance-group-what-is-the-value-of-an-independent-insurance-agent--48396649
I obtained my Bachelors degree at the University of Colorado Denver where I studied Risk Management and Insurance. The opportunity in the aging industry is what led me to the decision for my academic studies. From there, I found an opportunity for a Claims Handling position with a national insurance carrier here in Denver. From auto to property to business claims, I am versed in the intricacies of what can be seen as a complex process. I am passionate about helping my clients protect their assets through insurance and helping them navigate any hurdles that may arise.

Learn More: https://www.trailstoneinsurancegroup.com/michael-wright/
Cell: 720-441-0488

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-michael-wright-insurance-agent-with-trailstone-insurance-group-what-is-the-value-of-an-independent-insurance-agent]]>https://api.spreaker.com/episode/48396649Fri, 21 Jan 2022 22:49:36 +0000Mike Saunders, MBAI like to refer to myself as a Colorado Native, but technically I am not. I was born in the Midwest and relocated to the Denver Metro Area shortly thereafter. I am grateful for the family decision to move west, especially because this is where I met...
I obtained my Bachelors degree at the University of Colorado Denver where I studied Risk Management and Insurance. The opportunity in the aging industry is what led me to the decision for my academic studies. From there, I found an opportunity for a Claims Handling position with a national insurance carrier here in Denver. From auto to property to business claims, I am versed in the intricacies of what can be seen as a complex process. I am passionate about helping my clients protect their assets through insurance and helping them navigate any hurdles that may arise.

Learn More: https://www.trailstoneinsurancegroup.com/michael-wright/
Cell: 720-441-0488

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-michael-wright-insurance-agent-with-trailstone-insurance-group-what-is-the-value-of-an-independent-insurance-agent]]>1085influential influencers,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-marc-vasquez-co-founder-and-president-of-donumvita-a-financial-education-company-discussing-the-poli-contract--48396615
Learn More: https://www.donumvita.com/

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-marc-vasquez-co-founder-and-president-of-donumvita-a-financial-education-company-discussing-the-poli-contract]]>https://api.spreaker.com/episode/48396615Fri, 21 Jan 2022 22:41:46 +0000Mike Saunders, MBAI help people who want to create economic independence and wealth by teaching them how to implement the Private Reserve System™ to take control of their cash-flow, net-worth and standard-of-living. Learn More: https://www.donumvita.com/...
Learn More: https://www.donumvita.com/

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-marc-vasquez-co-founder-and-president-of-donumvita-a-financial-education-company-discussing-the-poli-contract]]>2174influential influencers,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-marc-vasquez-co-founder-and-president-of-donumvita-a-financial-education-company-discussing-the-private-reserve-system--48380711
Learn More: https://www.donumvita.com/

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-marc-vasquez-co-founder-and-president-of-donumvita-a-financial-education-company-discussing-the-private-reserve-system]]>https://api.spreaker.com/episode/48380711Thu, 20 Jan 2022 19:53:26 +0000Mike Saunders, MBAI help people who want to create economic independence and wealth by teaching them how to implement the Private Reserve System™ to take control of their cash-flow, net-worth and standard-of-living. Learn More: https://www.donumvita.com/...
Learn More: https://www.donumvita.com/

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-marc-vasquez-co-founder-and-president-of-donumvita-a-financial-education-company-discussing-the-private-reserve-system]]>1981influential influencers,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-jonathan-rosenfeld-founder-of-rosenfeld-injury-lawyers-chicago-personal-injury-lawyer--48369541
While nothing can take the place of hard work and commitment, Mr. Rosenfeld firmly believes in having balance in his life to include time for family, fun, exercise, and personal time.

Even during hectic periods at work, Mr. Rosenfeld is committed to allotting time for each aspect of his life which in turn leads to more productivity and happiness.When it comes to running a business, Mr. Rosenfeld is keenly aware that the race is indeed a marathon and successful people need to establish a solid foundation in order to set themselves up for success.

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

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-jonathan-rosenfeld-founder-of-rosenfeld-injury-lawyers-chicago-personal-injury-lawyer]]>https://api.spreaker.com/episode/48369541Wed, 19 Jan 2022 23:03:25 +0000Mike Saunders, MBAJonathan Rosenfeld is an attorney in Chicago, Illinois concentrating in cases involving serious injury and wrongful death. Mr. Rosenfeld managed to consistently grow his business (10-20% annually) in the wake of additional competition and headwinds...
While nothing can take the place of hard work and commitment, Mr. Rosenfeld firmly believes in having balance in his life to include time for family, fun, exercise, and personal time.

Even during hectic periods at work, Mr. Rosenfeld is committed to allotting time for each aspect of his life which in turn leads to more productivity and happiness.When it comes to running a business, Mr. Rosenfeld is keenly aware that the race is indeed a marathon and successful people need to establish a solid foundation in order to set themselves up for success.

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

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-jonathan-rosenfeld-founder-of-rosenfeld-injury-lawyers-chicago-personal-injury-lawyer]]>1284influential influencers,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-wesley-mathews-co-founder-of-high-level-marketing--48351913
From 2009 to March 2021. High Level Marketing grew from and idea to 50+ employees with revenues over 6.5M+ with powerful technology to become a powerhouse in the industry.

High Level Marketing as of today is a blend of the existing team and Bell Media. High Level Marketing & Bell Media came together March 2021 and went thru a rebrand to bring the two teams together. HLM now employees over 100+ team members across the nation, with offices in Michigan, Alabama, Tennessee, & Texas with revenues of 20M+.

Wesley Mathews has shifted his responsibilities as CEO to Scott Bell, High Level Marketing’s new CEO. Wesley now serves as the Chief Growth Officer to help continue to grow, scale, & support HLM.

Wesley is 40 years old, has 4 boys (12,9,9,7) has been married for 15 years.

Loves to Golf, Fish, Boat and Travel & Many more!

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

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-wesley-mathews-co-founder-of-high-level-marketing]]>https://api.spreaker.com/episode/48351913Tue, 18 Jan 2022 19:43:37 +0000Mike Saunders, MBAWesley is the driving the vision and strategy as CEO for over the past 11.5 years. From 2009 to March 2021. High Level Marketing grew from and idea to 50+ employees with revenues over 6.5M+ with powerful technology to become a powerhouse in the...
From 2009 to March 2021. High Level Marketing grew from and idea to 50+ employees with revenues over 6.5M+ with powerful technology to become a powerhouse in the industry.

High Level Marketing as of today is a blend of the existing team and Bell Media. High Level Marketing & Bell Media came together March 2021 and went thru a rebrand to bring the two teams together. HLM now employees over 100+ team members across the nation, with offices in Michigan, Alabama, Tennessee, & Texas with revenues of 20M+.

Wesley Mathews has shifted his responsibilities as CEO to Scott Bell, High Level Marketing’s new CEO. Wesley now serves as the Chief Growth Officer to help continue to grow, scale, & support HLM.

Wesley is 40 years old, has 4 boys (12,9,9,7) has been married for 15 years.

Loves to Golf, Fish, Boat and Travel & Many more!

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

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-wesley-mathews-co-founder-of-high-level-marketing]]>1201influential influencers,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-lm-stamper-managing-director-with-evermore-wealth-discussing-retirement-planning-for-women--48351766
Stamp received his degree in Management Information Systems with a minor in Business from Texas Tech University and went on to study at The American College for Financial Services. Stamp has won various awards for accomplishments in the education and implementation of financial strategies for his clients, as well as for the development of new advisors.

Stamp oversees a successful team of financial advisors at his Fort Worth office, mentoring and assisting with client interaction and plan development. He is also The Living Balance Sheet® go-to person and trainer for his office. Using a powerful model that begins with education first, Stamp helps his clients move toward a position of financial independence in their lives. His value to the public lies in his desire to educate his clients first and to help provide them with the appropriate financial tools they need to achieve proper financial balance.

Stamp grew up as an Army brat, traveling the world with his family from Los Angeles, to Lubbock, to Austin, to Germany.
He’s thankful to have seen what the world has to offer and now proudly makes Texas his home with his beautiful wife and daughter.
In his spare time, Stamp can be found painting, enjoying good movies, cooking, listening to music, watching sports and mentoring his Little Brother via the Big Brothers Big Sisters program. Still, his favorite activity outside of the office is fantasy football I. He’s the commissioner of his league with good friends of over 24 years, and he says it never seems to get old.

Learn More: https://lmstamper.com/

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-lm-stamper-managing-director-with-evermore-wealth-discussing-retirement-planning-for-women]]>https://api.spreaker.com/episode/48351766Tue, 18 Jan 2022 19:33:11 +0000Mike Saunders, MBALM Stamper’s (“Stamp”) mission is to help educate the general public about the laws of money so they can make better, more informed decisions regarding their finances. Stamp received his degree in Management Information Systems with a minor in...
Stamp received his degree in Management Information Systems with a minor in Business from Texas Tech University and went on to study at The American College for Financial Services. Stamp has won various awards for accomplishments in the education and implementation of financial strategies for his clients, as well as for the development of new advisors.

Stamp oversees a successful team of financial advisors at his Fort Worth office, mentoring and assisting with client interaction and plan development. He is also The Living Balance Sheet® go-to person and trainer for his office. Using a powerful model that begins with education first, Stamp helps his clients move toward a position of financial independence in their lives. His value to the public lies in his desire to educate his clients first and to help provide them with the appropriate financial tools they need to achieve proper financial balance.

Stamp grew up as an Army brat, traveling the world with his family from Los Angeles, to Lubbock, to Austin, to Germany.
He’s thankful to have seen what the world has to offer and now proudly makes Texas his home with his beautiful wife and daughter.
In his spare time, Stamp can be found painting, enjoying good movies, cooking, listening to music, watching sports and mentoring his Little Brother via the Big Brothers Big Sisters program. Still, his favorite activity outside of the office is fantasy football I. He’s the commissioner of his league with good friends of over 24 years, and he says it never seems to get old.

Learn More: https://lmstamper.com/

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-lm-stamper-managing-director-with-evermore-wealth-discussing-retirement-planning-for-women]]>1352influential influencers,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-ben-trygstad-business-insurance-advisor-with-trailstone-insurance-group--48310970
Learn More: https://trailstoneinsurancegroup.com/ben-trygstad

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-ben-trygstad-business-insurance-advisor-with-trailstone-insurance-group]]>https://api.spreaker.com/episode/48310970Sat, 15 Jan 2022 18:11:35 +0000Mike Saunders, MBAI specialize in business insurance. Helping clients with their workers compensation, general liability, business owner’s policy, commercial auto, E&O, D&O, and much, much more! I was lucky enough to grow up in the construction field doing everything...
Learn More: https://trailstoneinsurancegroup.com/ben-trygstad

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-ben-trygstad-business-insurance-advisor-with-trailstone-insurance-group]]>1109influential influencers,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-karl-alomar-managing-partner-at-m13-a-venture-capital-firm-focused-on-early-stage-consumer-technology-companies--48300282
DigitalOcean is valued now at over $10 billion. Ticket symbol is DOCM.

Karl was also the Co-founder + CEO for China Export Finance, and Co-founder + CEO for Clearview Networks.

Learn More: https://m13.co/

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-karl-alomar-managing-partner-at-m13-a-venture-capital-firm-focused-on-early-stage-consumer-technology-companies]]>https://api.spreaker.com/episode/48300282Fri, 14 Jan 2022 20:25:41 +0000Mike Saunders, MBAKarl brings over two decades of executive-level experience building and growing technology businesses and spends his time at M13 across all functions of the business, specifically overseeing the Propulsion Team and running the firm. Karl is a tech...
DigitalOcean is valued now at over $10 billion. Ticket symbol is DOCM.

Karl was also the Co-founder + CEO for China Export Finance, and Co-founder + CEO for Clearview Networks.

Learn More: https://m13.co/

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-karl-alomar-managing-partner-at-m13-a-venture-capital-firm-focused-on-early-stage-consumer-technology-companies]]>1026influential influencers,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-marc-vasquez-co-founder-and-president-of-donumvita-a-financial-education-company-discussing-the-stewardship-paradigm--48300101
Learn More: https://www.donumvita.com/

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-marc-vasquez-co-founder-and-president-of-donumvita-a-financial-education-company-discussing-the-stewardship-paradigm]]>https://api.spreaker.com/episode/48300101Fri, 14 Jan 2022 20:13:58 +0000Mike Saunders, MBAI help people who want to create economic independence and wealth by teaching them how to implement the Private Reserve System™ to take control of their cash-flow, net-worth and standard-of-living. Learn More: https://www.donumvita.com/...
Learn More: https://www.donumvita.com/

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-marc-vasquez-co-founder-and-president-of-donumvita-a-financial-education-company-discussing-the-stewardship-paradigm]]>2539influential influencers,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-marc-vasquez-co-founder-and-president-of-donumvita-a-financial-education-company--48286523
Learn More: https://www.donumvita.com/

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-marc-vasquez-co-founder-and-president-of-donumvita-a-financial-education-company]]>https://api.spreaker.com/episode/48286523Thu, 13 Jan 2022 21:48:10 +0000Mike Saunders, MBAI help people who want to create economic independence and wealth by teaching them how to implement the Private Reserve System™ to take control of their cash-flow, net-worth and standard-of-living. Learn More: https://www.donumvita.com/...
Learn More: https://www.donumvita.com/

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-marc-vasquez-co-founder-and-president-of-donumvita-a-financial-education-company]]>1508influential influencers,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-michael-wright-insurance-agent-with-trailstone-insurance-group--48286437
I obtained my Bachelors degree at the University of Colorado Denver where I studied Risk Management and Insurance. The opportunity in the aging industry is what led me to the decision for my academic studies. From there, I found an opportunity for a Claims Handling position with a national insurance carrier here in Denver. From auto to property to business claims, I am versed in the intricacies of what can be seen as a complex process. I am passionate about helping my clients protect their assets through insurance and helping them navigate any hurdles that may arise.

Learn More: https://www.trailstoneinsurancegroup.com/michael-wright/
Cell: 720-441-0488

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-michael-wright-insurance-agent-with-trailstone-insurance-group]]>https://api.spreaker.com/episode/48286437Thu, 13 Jan 2022 21:36:41 +0000Mike Saunders, MBAI like to refer to myself as a Colorado Native, but technically I am not. I was born in the Midwest and relocated to the Denver Metro Area shortly thereafter. I am grateful for the family decision to move west, especially because this is where I met...
I obtained my Bachelors degree at the University of Colorado Denver where I studied Risk Management and Insurance. The opportunity in the aging industry is what led me to the decision for my academic studies. From there, I found an opportunity for a Claims Handling position with a national insurance carrier here in Denver. From auto to property to business claims, I am versed in the intricacies of what can be seen as a complex process. I am passionate about helping my clients protect their assets through insurance and helping them navigate any hurdles that may arise.

Learn More: https://www.trailstoneinsurancegroup.com/michael-wright/
Cell: 720-441-0488

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-michael-wright-insurance-agent-with-trailstone-insurance-group]]>1019influential influencers,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-beth-rodgers-co-owner-agent-with-trailstone-insurance-group-discussing-landlord-and-renters-insurance-policies--48255150Guided by her deep faith, she brings compassion and a strong work ethic to the table. With the best interest of her clients at the forefront, she is able to establish strong relationships built on trust.

It is important to her to educate clients on any gaps in coverage, as well as any unnecessary coverage they may be carrying. As is the foundation of Trailstone’s mission, Beth lives by the Golden Rule both at work and in her personal life. The couple has two dogs that they are devoted to and who have become an important part of their lives. Beth also enjoys the Colorado lifestyle and makes handcrafted cards that she shares with others.

Learn More: https://www.trailstoneinsurancegroup.com/beth-rodgers/

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-beth-rodgers-co-owner-agent-with-trailstone-insurance-group-discussing-landlord-and-renters-insurance-policies]]>https://api.spreaker.com/episode/48255150Tue, 11 Jan 2022 19:51:40 +0000Mike Saunders, MBABeth Rodgers joined her husband, Mark, at Trailstone after a successful career as an IT professional. She also has a dual degree in economics and finance. Guided by her deep faith, she brings compassion and a strong work ethic to the table. With the...Guided by her deep faith, she brings compassion and a strong work ethic to the table. With the best interest of her clients at the forefront, she is able to establish strong relationships built on trust.

It is important to her to educate clients on any gaps in coverage, as well as any unnecessary coverage they may be carrying. As is the foundation of Trailstone’s mission, Beth lives by the Golden Rule both at work and in her personal life. The couple has two dogs that they are devoted to and who have become an important part of their lives. Beth also enjoys the Colorado lifestyle and makes handcrafted cards that she shares with others.

Learn More: https://www.trailstoneinsurancegroup.com/beth-rodgers/

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-beth-rodgers-co-owner-agent-with-trailstone-insurance-group-discussing-landlord-and-renters-insurance-policies]]>1304influential influencers,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-shannon-riley-insurance-agent-with-trailstone-insurance-group-serving-colorado-realtors--48254951
I’ve been immersed in the world of insurance all my life. Following in the footsteps of my mother, I started in the insurance industry while still in high school as a part-time office assistant. There I was able to get my feet wet and start learning the ins and outs of the industry. Once I graduated high school I jumped head first into my insurance career and haven’t looked back since. During these last 14 years I’ve had the pleasure of working with several different carriers & agencies, both captive and independent, in both personal and commercial lines. After years of searching, I found Trailstone Insurance, an agency that operates with integrity, moral values, and ethical principles. I am extremely proud to be a part of the Trailstone family and feel truly blessed that I am able to share this service with everyone I come into contact with.

Learn More: https://www.trailstoneinsurancegroup.com/shannon-riley/
720-990-5649

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-shannon-riley-insurance-agent-with-trailstone-insurance-group-serving-colorado-realtors]]>https://api.spreaker.com/episode/48254951Tue, 11 Jan 2022 19:33:53 +0000Mike Saunders, MBAI grew up in Evergreen, where I was fortunate enough to spend most of my days soaking up as much of the Colorado wilderness as possible. Skiing, fishing, camping, hunting, four wheeling, you name it! I was raised a mountain girl through and through....
I’ve been immersed in the world of insurance all my life. Following in the footsteps of my mother, I started in the insurance industry while still in high school as a part-time office assistant. There I was able to get my feet wet and start learning the ins and outs of the industry. Once I graduated high school I jumped head first into my insurance career and haven’t looked back since. During these last 14 years I’ve had the pleasure of working with several different carriers & agencies, both captive and independent, in both personal and commercial lines. After years of searching, I found Trailstone Insurance, an agency that operates with integrity, moral values, and ethical principles. I am extremely proud to be a part of the Trailstone family and feel truly blessed that I am able to share this service with everyone I come into contact with.

Learn More: https://www.trailstoneinsurancegroup.com/shannon-riley/
720-990-5649

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-shannon-riley-insurance-agent-with-trailstone-insurance-group-serving-colorado-realtors]]>900influential influencers,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-chris-blair-founder-of-maestro-associates-a-denver-flat-fee-financial-planning-firm--48254714
Chris received an MBA and a law degree from the University of Denver. As a Certified Financial Planner, he holds FINRA Series 6, 7, 24, 26, 63, and 65 licenses. He also maintains Life, Heath, and Annuity licenses in several states.

Learn More: https://www.maestro-associates.com/

All Securities are Offered Through Money Concepts Capital Corp., Member FINRA/SIPC. Money Concepts Advisory Service is a Registered Investment Advisor with the SEC.
Maestro Associates is an independent firm not affiliated with Money Concepts Capital Corp 11440 North Jog Road, Palm Beach Gardens, FL 33418. 561-472-2000.

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-chris-blair-founder-of-maestro-associates-a-denver-flat-fee-financial-planning-firm]]>https://api.spreaker.com/episode/48254714Tue, 11 Jan 2022 19:17:06 +0000Mike Saunders, MBAChris founded Blair Financial Planning in 1995 to offer comprehensive financial planning and investment services to clients in Colorado. Now known as Maestro Associates the firm serves clients in California, Oregon, Washington, New Mexico, and Kansas....
Chris received an MBA and a law degree from the University of Denver. As a Certified Financial Planner, he holds FINRA Series 6, 7, 24, 26, 63, and 65 licenses. He also maintains Life, Heath, and Annuity licenses in several states.

Learn More: https://www.maestro-associates.com/

All Securities are Offered Through Money Concepts Capital Corp., Member FINRA/SIPC. Money Concepts Advisory Service is a Registered Investment Advisor with the SEC.
Maestro Associates is an independent firm not affiliated with Money Concepts Capital Corp 11440 North Jog Road, Palm Beach Gardens, FL 33418. 561-472-2000.

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-chris-blair-founder-of-maestro-associates-a-denver-flat-fee-financial-planning-firm]]>1766influential influencers,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-bryan-daly-founder-of-new-life-financial-alliance-and-fee-based-fiduciary-financial-planner-discussing-social-security-clai--48196247
Bryan works for his clients, not for Wall Street. He does not owe allegiance to any brokerage firm, financial product, fund family, or investment. This allows him the freedom to make unbiased, prudent decisions and he MUST put his client’s interests above all others.

Learn More:
https://newlifefinancialalliance.com/
https://www.linkedin.com/in/bryandaly
https://nlfadiscoverycall.com/



Investment Adviser Representative of and advisory services offered through Royal Fund Management, LLC, a SEC Registered Advisory Firm
Insurance: Insurance product guarantees are subject to the claims-paying ability of the issuing company. The adviser is paid commissions on the sale of insurance products. Advisory: Advisory services are offered through Royal Fund Management, LLC, which is registered as an investment adviser with the SEC and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. All investment strategies have the potential for profit or loss. Changes in investment strategies, contributions or withdrawals, and economic conditions may materially alter the performance of your portfolio. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for a client’s investment portfolio. There are no assurances that a client’s portfolio will match or outperform any particular benchmark. Tax and legal information provided is general in nature and is subject to change. Always consult an attorney or tax professional regarding your specific legal or tax situation. Licensed Insurance Agent | Florida License # A060754

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-bryan-daly-founder-of-new-life-financial-alliance-and-fee-based-fiduciary-financial-planner-discussing-social-security-claiming-options]]>https://api.spreaker.com/episode/48196247Thu, 06 Jan 2022 22:58:04 +0000Mike Saunders, MBABryan is originally from New Jersey and has lived in Florida since 1988. Bryan began his career just before BLACK MONDAY on Wall Street on October 19, 1987, and witnessed firsthand how quickly markets can crash dreams. While working on Wall Street, he...
Bryan works for his clients, not for Wall Street. He does not owe allegiance to any brokerage firm, financial product, fund family, or investment. This allows him the freedom to make unbiased, prudent decisions and he MUST put his client’s interests above all others.

Learn More:
https://newlifefinancialalliance.com/
https://www.linkedin.com/in/bryandaly
https://nlfadiscoverycall.com/



Investment Adviser Representative of and advisory services offered through Royal Fund Management, LLC, a SEC Registered Advisory Firm
Insurance: Insurance product guarantees are subject to the claims-paying ability of the issuing company. The adviser is paid commissions on the sale of insurance products. Advisory: Advisory services are offered through Royal Fund Management, LLC, which is registered as an investment adviser with the SEC and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. All investment strategies have the potential for profit or loss. Changes in investment strategies, contributions or withdrawals, and economic conditions may materially alter the performance of your portfolio. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for a client’s investment portfolio. There are no assurances that a client’s portfolio will match or outperform any particular benchmark. Tax and legal information provided is general in nature and is subject to change. Always consult an attorney or tax professional regarding your specific legal or tax situation. Licensed Insurance Agent | Florida License # A060754

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-bryan-daly-founder-of-new-life-financial-alliance-and-fee-based-fiduciary-financial-planner-discussing-social-security-claiming-options]]>1017influential influencers,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-andy-mcdowell-life-leadership-small-business-coach-founder-of-generate-your-value--48196218
Learn More: https://www.generateyourvalue.com/

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-andy-mcdowell-life-leadership-small-business-coach-founder-of-generate-your-value]]>https://api.spreaker.com/episode/48196218Thu, 06 Jan 2022 22:51:44 +0000Mike Saunders, MBAAndy is an engineer by trade and a creative by nature. He spent 22 years with the Boeing Company, where he always felt more like a life coach than a boss. In 2002, he began his journey into entrepreneurship within a Corporation when he was asked to...
Learn More: https://www.generateyourvalue.com/

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-andy-mcdowell-life-leadership-small-business-coach-founder-of-generate-your-value]]>1351influential influencers,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-lorraine-d-alessio-immigration-and-business-law-expert--48182426
She is an immigration and business law expert and go-to legal service provider for professionals in the modeling and fashion world, athletes, and entrepreneurs.

Learn More: https://dlgimmigration.com/

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-lorraine-dalessio-immigration-and-business-law-expert]]>https://api.spreaker.com/episode/48182426Wed, 05 Jan 2022 21:35:02 +0000Mike Saunders, MBAA former Ford model turned legal powerhouse, Lorraine D’Alessio is a multi-award-winning attorney. She is an immigration and business law expert and go-to legal service provider for professionals in the modeling and fashion world, athletes, and...
She is an immigration and business law expert and go-to legal service provider for professionals in the modeling and fashion world, athletes, and entrepreneurs.

Learn More: https://dlgimmigration.com/

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-lorraine-dalessio-immigration-and-business-law-expert]]>940influential influencers,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-shannon-riley-insurance-agent-with-trailstone-insurance-group-serving-mortgage-lenders--48182339
I’ve been immersed in the world of insurance all my life. Following in the footsteps of my mother, I started in the insurance industry while still in high school as a part-time office assistant. There I was able to get my feet wet and start learning the ins and outs of the industry. Once I graduated high school I jumped head first into my insurance career and haven’t looked back since. During these last 14 years I’ve had the pleasure of working with several different carriers & agencies, both captive and independent, in both personal and commercial lines. After years of searching, I found Trailstone Insurance, an agency that operates with integrity, moral values, and ethical principles. I am extremely proud to be a part of the Trailstone family and feel truly blessed that I am able to share this service with everyone I come into contact with.

Learn More: https://www.trailstoneinsurancegroup.com/shannon-riley/
720-990-5649

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-shannon-riley-insurance-agent-with-trailstone-insurance-group-serving-mortgage-lenders]]>https://api.spreaker.com/episode/48182339Wed, 05 Jan 2022 21:24:33 +0000Mike Saunders, MBAI grew up in Evergreen, where I was fortunate enough to spend most of my days soaking up as much of the Colorado wilderness as possible. Skiing, fishing, camping, hunting, four wheeling, you name it! I was raised a mountain girl through and through....
I’ve been immersed in the world of insurance all my life. Following in the footsteps of my mother, I started in the insurance industry while still in high school as a part-time office assistant. There I was able to get my feet wet and start learning the ins and outs of the industry. Once I graduated high school I jumped head first into my insurance career and haven’t looked back since. During these last 14 years I’ve had the pleasure of working with several different carriers & agencies, both captive and independent, in both personal and commercial lines. After years of searching, I found Trailstone Insurance, an agency that operates with integrity, moral values, and ethical principles. I am extremely proud to be a part of the Trailstone family and feel truly blessed that I am able to share this service with everyone I come into contact with.

Learn More: https://www.trailstoneinsurancegroup.com/shannon-riley/
720-990-5649

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-shannon-riley-insurance-agent-with-trailstone-insurance-group-serving-mortgage-lenders]]>726influential influencers,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-audrey-cavenecia-leadership-expert-chief-content-officer-producer-for-amplify-voices--48170271
A talented storyteller and visionary systems thinker, Audrey has decades of experience in leadership development, entertainment production, and content marketing with a focus on championing humanity in all people.

Audrey is hosting a new podcast series dedicated to heart leadership. “Unlikely” is a series of thoughtfully curated discussions with global experts on being a modern leader in these uncertain times.

She has worked some of the most influential leaders in the world—including speaker and author Tony Robbins and Oracle founder Larry Ellison—to develop and empower new visionaries as well as build major brands through stories and insights around authentic human connection. No matter the sector, she continues to build bridges between what is and what can be, with storytelling as the scaffolding.

Learn More: https://www.amplifyvoices.io/

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-audrey-cavenecia-leadership-expert-chief-content-officer-producer-for-amplify-voices]]>https://api.spreaker.com/episode/48170271Tue, 04 Jan 2022 23:31:22 +0000Mike Saunders, MBAAudrey is Producer for Amplify Voices, the co-host alongside NFL coach Pete Carroll for the Amplify Voices podcast and host of the Unlikely podcast on leadership. A talented storyteller and visionary systems thinker, Audrey has decades of...
A talented storyteller and visionary systems thinker, Audrey has decades of experience in leadership development, entertainment production, and content marketing with a focus on championing humanity in all people.

Audrey is hosting a new podcast series dedicated to heart leadership. “Unlikely” is a series of thoughtfully curated discussions with global experts on being a modern leader in these uncertain times.

She has worked some of the most influential leaders in the world—including speaker and author Tony Robbins and Oracle founder Larry Ellison—to develop and empower new visionaries as well as build major brands through stories and insights around authentic human connection. No matter the sector, she continues to build bridges between what is and what can be, with storytelling as the scaffolding.

Learn More: https://www.amplifyvoices.io/

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-audrey-cavenecia-leadership-expert-chief-content-officer-producer-for-amplify-voices]]>1523influential influencers,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-rick-mosley-president-of-black-pearl-insurance-solutions-about-creating-an-income-stream-for-life--47996188
Black Pearl is offering a free book on Social Security retirement strategies ($15 value) for the first 10 people to schedule consultations.

https://www.myblackpearl.co/

Phone: 1-310-974-3255

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-rick-mosley-president-of-black-pearl-insurance-solutions-about-creating-an-income-stream-for-life]]>https://api.spreaker.com/episode/47996188Mon, 20 Dec 2021 14:30:47 +0000Mike Saunders, MBARick is an insurance executive with a wide breadth of experience backed by a 20+ year record of delivering solid improvements in operating efficiency, productivity, and overall financial performance in Fortune 40 affiliated insurance companies, Rick...
Black Pearl is offering a free book on Social Security retirement strategies ($15 value) for the first 10 people to schedule consultations.

https://www.myblackpearl.co/

Phone: 1-310-974-3255

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-rick-mosley-president-of-black-pearl-insurance-solutions-about-creating-an-income-stream-for-life]]>1475influential influencers,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-deb-coviello-the-founder-of-illumination-partners-and-the-host-of-the-drop-in-ceo-podcast--47968911
As The Drop In CEO Deb provides her clients with 25+ years worth of experience and strategy in Quality and Operational Excellence roles combined with her 20 years in the Flavors and Fragrance industry, to identify, assess, and solve the issues that are preventing their business growth. Certified as Lean and Six Sigma Blackbelt in Process Improvement, she has also developed significant leadership insight that “People’’ are your greatest tool in your toolbox. In order to deliver on her promise of offering “peace of mind,” she focuses on utilizing the talents of her client’s team and elevating them to new levels of performance, setting them up to better serve their organization.

When she isn’t transforming businesses from within, Deb is a board member of Women in Flavor & Fragrance Commerce, (WFFC), an avid Curler with the Cincinnati Curling Club, a mother of 3 and resides in Cincinnati Ohio with her Husband Dan of 32 years.

Learn More: https://dropinceo.com/

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-deb-coviello-the-founder-of-illumination-partners-and-the-host-of-the-drop-in-ceo-podcast]]>https://api.spreaker.com/episode/47968911Fri, 17 Dec 2021 21:45:27 +0000Mike Saunders, MBAFor more than twenty years, she has been transforming businesses from within, elevating the talents of their organizations to new performance levels. Her experience has taught her to put tremendous value on people, whom she considers as the heart of...
As The Drop In CEO Deb provides her clients with 25+ years worth of experience and strategy in Quality and Operational Excellence roles combined with her 20 years in the Flavors and Fragrance industry, to identify, assess, and solve the issues that are preventing their business growth. Certified as Lean and Six Sigma Blackbelt in Process Improvement, she has also developed significant leadership insight that “People’’ are your greatest tool in your toolbox. In order to deliver on her promise of offering “peace of mind,” she focuses on utilizing the talents of her client’s team and elevating them to new levels of performance, setting them up to better serve their organization.

When she isn’t transforming businesses from within, Deb is a board member of Women in Flavor & Fragrance Commerce, (WFFC), an avid Curler with the Cincinnati Curling Club, a mother of 3 and resides in Cincinnati Ohio with her Husband Dan of 32 years.

Learn More: https://dropinceo.com/

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-deb-coviello-the-founder-of-illumination-partners-and-the-host-of-the-drop-in-ceo-podcast]]>1167influential influencers,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-shannon-riley-insurance-agent-with-trailstone-insurance-group--47967393
I’ve been immersed in the world of insurance all my life. Following in the footsteps of my mother, I started in the insurance industry while still in high school as a part-time office assistant. There I was able to get my feet wet and start learning the ins and outs of the industry. Once I graduated high school I jumped head first into my insurance career and haven’t looked back since. During these last 14 years I’ve had the pleasure of working with several different carriers & agencies, both captive and independent, in both personal and commercial lines. After years of searching, I found Trailstone Insurance, an agency that operates with integrity, moral values, and ethical principles. I am extremely proud to be a part of the Trailstone family and feel truly blessed that I am able to share this service with everyone I come into contact with.

Learn More: https://www.trailstoneinsurancegroup.com/shannon-riley/

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-shannon-riley-insurance-agent-with-trailstone-insurance-group]]>https://api.spreaker.com/episode/47967393Fri, 17 Dec 2021 19:47:29 +0000Mike Saunders, MBAI grew up in Evergreen, where I was fortunate enough to spend most of my days soaking up as much of the Colorado wilderness as possible. Skiing, fishing, camping, hunting, four wheeling, you name it! I was raised a mountain girl through and through....
I’ve been immersed in the world of insurance all my life. Following in the footsteps of my mother, I started in the insurance industry while still in high school as a part-time office assistant. There I was able to get my feet wet and start learning the ins and outs of the industry. Once I graduated high school I jumped head first into my insurance career and haven’t looked back since. During these last 14 years I’ve had the pleasure of working with several different carriers & agencies, both captive and independent, in both personal and commercial lines. After years of searching, I found Trailstone Insurance, an agency that operates with integrity, moral values, and ethical principles. I am extremely proud to be a part of the Trailstone family and feel truly blessed that I am able to share this service with everyone I come into contact with.

Learn More: https://www.trailstoneinsurancegroup.com/shannon-riley/

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-shannon-riley-insurance-agent-with-trailstone-insurance-group]]>1098influential influencers,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-guillaume-wiatr-strategy-consultant-and-leadership-coach-with-metahelm-discussing-the-strategic-narrative-canvas--47967302
He is the Founder of MetaHelm; a consulting firm focused on building strategic narratives for established companies.

For Guillaume, traditional business storytelling is dead. Innovation happens when you build a new narrative instead. As he says, “people will pay for a story, but they will die for a narrative”.

After helping to save a 20M euro venture during the dot-com boom, Guillaume went on a mission to turn every company into a source of inspiration that few can resist.

Since then, he’s been working with startup founders and senior executives at Alaska Airlines, The Gates Foundation, AIG, L’Oréal, Spencer Stuart, GAP, Google, Microsoft, and the US and French governments.

His commitment to education led him to become an instructor and a mentor to young entrepreneurs at the University of Washington, the School of Visual Concepts, and EMLyon international business school in France.

Guillaume publishes daily insights in his newsletter–The Next Narrative–where you can find a canvas he designed to get you started with your strategic narrative.

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

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-guillaume-wiatr-strategy-consultant-and-leadership-coach-with-metahelm-discussing-the-strategic-narrative-canvas]]>https://api.spreaker.com/episode/47967302Fri, 17 Dec 2021 19:40:32 +0000Mike Saunders, MBAGuillaume Wiatr guides CEOs and Founders to align people and accelerate innovation adoption. He is the Founder of MetaHelm; a consulting firm focused on building strategic narratives for established companies. For Guillaume, traditional business...
He is the Founder of MetaHelm; a consulting firm focused on building strategic narratives for established companies.

For Guillaume, traditional business storytelling is dead. Innovation happens when you build a new narrative instead. As he says, “people will pay for a story, but they will die for a narrative”.

After helping to save a 20M euro venture during the dot-com boom, Guillaume went on a mission to turn every company into a source of inspiration that few can resist.

Since then, he’s been working with startup founders and senior executives at Alaska Airlines, The Gates Foundation, AIG, L’Oréal, Spencer Stuart, GAP, Google, Microsoft, and the US and French governments.

His commitment to education led him to become an instructor and a mentor to young entrepreneurs at the University of Washington, the School of Visual Concepts, and EMLyon international business school in France.

Guillaume publishes daily insights in his newsletter–The Next Narrative–where you can find a canvas he designed to get you started with your strategic narrative.

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

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-guillaume-wiatr-strategy-consultant-and-leadership-coach-with-metahelm-discussing-the-strategic-narrative-canvas]]>1003influential influencers,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-carey-mac-hanna-on-leaving-money-to-loved-ones--47960322
He was with New England Securities, Multi-Financial Securities and Cetera Advisors over a combined 25 years as a broker and an investment advisor representative.

Aside from his time in college, He has resided in Aiken since 1955. After graduation from Aiken High School, he attended both The Citadel and the United States Naval Academy where I earned a Block N as a Brigade boxing champion. He graduated from the University of South Carolina with a degree in business management and has his masters degree in education administration. At USC, he lettered in football, was a member of the Block C Club, residence hall counselor and served as president of Delta Sigma Pi, professional business administration fraternity.

Professionally, not only was he formerly a National Board Certified Teacher in social studies, but holds Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) designations from the American College in Bryn Mawr, PA. He was a Fellow of the Life Underwriter Training Council and moderated courses for agents in life and disability insurance.

Before moving to Aiken, the road to Eagle Scout taught him many lessons that he honors to this day, especially as they pertain to service to others. Since his return to Aiken in 1964, he has been active in his church, St. Thaddeus Episcopal, as a Girl Scout troop leader, former vestry member, teacher, committee member, coach, Mead Hall board member, Lay Reader, Eucharistic Minister, and Lay Visitor.

Service and veteran organizations include the American Legion; Jaycees (past president, regional vice president and was honored as a key man and outstanding state chairman); Aiken Association of Life Underwriters (president); Salvation Army (board of directors); mentor to Georgia-Carolina Council Boy Scouts and adults; coach for Aiken Parks and Recreation teams; Aiken County Public Schools middle school rezoning committee chairman; coach of Aiken High School academic team for 17 years (thanks to the students the team became one of the nation’s best). Mac was named by the South Carolina Department of Education and the State Board of Education as a South Carolina Ambassador of Academic Excellence.

Mac credits his deceased wife with their following the path of servanthood. She taught him much and he actively participated with her in reaching out to others. They were blessed with four children. two of which are disabled (Catherine and Chris) and all of whom live in Aiken. Jim, the eldest is a Wofford grad and football All-American who is married to the former Anita Tatum, a regular in Heart Fund productions. They have one daughter, Tatum. Their youngest son, David, magna cum laud graduate of USC-Aiken and masters degree in education leadership from Ole Miss. He coordinates testing for the Aiken County School District and is married to the former Tara Jean Wessinger, an art teacher at Aiken High. They are the parents of Cody and Zoe.

Call Mac today to schedule time to get rid of your gorilla in the room especially if your concern is about insurance, annuities, long term care or college planning;

Neither Carey (Mac) Hanna, nor his company give legal or tax advice. Refer to your tax, legal or financial advisor. Mac and his company believe in striving for wealth beyond wall street to mitigate potential losses through downturns or volatility in the stock market and preservation of capital. Mac is licensed in South Carolina, North Carolina, Georgia, Florida, Alabama and Virginia.

Learn More:
https://www.machanna.net/
E-mail: mhanna@gforcecable.com
Phone (803) 270-9248

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-carey-mac-hanna-on-leaving-money-to-loved-ones]]>https://api.spreaker.com/episode/47960322Fri, 17 Dec 2021 13:08:02 +0000Mike Saunders, MBAMac is experienced with with over a combined 40 years in banking and insurance. He was with New England Securities, Multi-Financial Securities and Cetera Advisors over a combined 25 years as a broker and an investment advisor representative....
He was with New England Securities, Multi-Financial Securities and Cetera Advisors over a combined 25 years as a broker and an investment advisor representative.

Aside from his time in college, He has resided in Aiken since 1955. After graduation from Aiken High School, he attended both The Citadel and the United States Naval Academy where I earned a Block N as a Brigade boxing champion. He graduated from the University of South Carolina with a degree in business management and has his masters degree in education administration. At USC, he lettered in football, was a member of the Block C Club, residence hall counselor and served as president of Delta Sigma Pi, professional business administration fraternity.

Professionally, not only was he formerly a National Board Certified Teacher in social studies, but holds Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) designations from the American College in Bryn Mawr, PA. He was a Fellow of the Life Underwriter Training Council and moderated courses for agents in life and disability insurance.

Before moving to Aiken, the road to Eagle Scout taught him many lessons that he honors to this day, especially as they pertain to service to others. Since his return to Aiken in 1964, he has been active in his church, St. Thaddeus Episcopal, as a Girl Scout troop leader, former vestry member, teacher, committee member, coach, Mead Hall board member, Lay Reader, Eucharistic Minister, and Lay Visitor.

Service and veteran organizations include the American Legion; Jaycees (past president, regional vice president and was honored as a key man and outstanding state chairman); Aiken Association of Life Underwriters (president); Salvation Army (board of directors); mentor to Georgia-Carolina Council Boy Scouts and adults; coach for Aiken Parks and Recreation teams; Aiken County Public Schools middle school rezoning committee chairman; coach of Aiken High School academic team for 17 years (thanks to the students the team became one of the nation’s best). Mac was named by the South Carolina Department of Education and the State Board of Education as a South Carolina Ambassador of Academic Excellence.

Mac credits his deceased wife with their following the path of servanthood. She taught him much and he actively participated with her in reaching out to others. They were blessed with four children. two of which are disabled (Catherine and Chris) and all of whom live in Aiken. Jim, the eldest is a Wofford grad and football All-American who is married to the former Anita Tatum, a regular in Heart Fund productions. They have one daughter, Tatum. Their youngest son, David, magna cum laud graduate of USC-Aiken and masters degree in education leadership from Ole Miss. He coordinates testing for the Aiken County School District and is married to the former Tara Jean Wessinger, an art teacher at Aiken High. They are the parents of Cody and Zoe.

Call Mac today to schedule time to get rid of your gorilla in the room especially if your concern is about insurance, annuities, long term care or college planning;

Neither Carey (Mac) Hanna, nor his company give legal or tax advice. Refer to your tax, legal or financial advisor. Mac and his company believe in striving for wealth beyond wall street to mitigate potential losses through downturns or volatility in the stock market and preservation of capital. Mac is licensed in South Carolina, North Carolina, Georgia, Florida, Alabama and Virginia.

Learn More:
https://www.machanna.net/
E-mail: mhanna@gforcecable.com
Phone (803) 270-9248

Influential Influencers with Mike Saunders
1202influential influencers,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-beth-rodgers-co-owner-agent-with-trailstone-insurance-group--47960257Guided by her deep faith, she brings compassion and a strong work ethic to the table. With the best interest of her clients at the forefront, she is able to establish strong relationships built on trust.

It is important to her to educate clients on any gaps in coverage, as well as any unnecessary coverage they may be carrying. As is the foundation of Trailstone’s mission, Beth lives by the Golden Rule both at work and in her personal life. The couple has two dogs that they are devoted to and who have become an important part of their lives. Beth also enjoys the Colorado lifestyle, and makes handcrafted cards that she shares with others.

Learn More: https://www.trailstoneinsurancegroup.com/beth-rodgers/

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-beth-rodgers-co-owner-agent-with-trailstone-insurance-group]]>https://api.spreaker.com/episode/47960257Fri, 17 Dec 2021 12:59:39 +0000Mike Saunders, MBABeth Rodgers joined her husband, Mark, at Trailstone after a successful career as an IT professional. She also has a dual degree in economics and finance. Guided by her deep faith, she brings compassion and a strong work ethic to the table. With the...Guided by her deep faith, she brings compassion and a strong work ethic to the table. With the best interest of her clients at the forefront, she is able to establish strong relationships built on trust.

It is important to her to educate clients on any gaps in coverage, as well as any unnecessary coverage they may be carrying. As is the foundation of Trailstone’s mission, Beth lives by the Golden Rule both at work and in her personal life. The couple has two dogs that they are devoted to and who have become an important part of their lives. Beth also enjoys the Colorado lifestyle, and makes handcrafted cards that she shares with others.

Learn More: https://www.trailstoneinsurancegroup.com/beth-rodgers/

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-beth-rodgers-co-owner-agent-with-trailstone-insurance-group]]>1121influential influencers,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-shane-bauman-founder-of-the-financial-services-firm-rise--47924165
Prior to his career in Financial Services, Shane worked in various leadership and sales roles in the Real Estate, Marketing and Education sectors. His passion is in helping people reach their personal, business and career goals. He’s accomplished much of this in working with small business owners and entrepreneurs. With his extensive background in running small companies, Shane understands the challenges of wearing multiple hats while striving for the balance between a strong culture and maximum profitability. He helps advisors grow in the areas of: Retirement Income Planning (utilizing WBC); Wealth Accumulation; Liquidity; Income and Asset Protection; Investment Strategies; Group and Work-site Benefits; Advanced Business Planning and Estate Planning.

Born and raised in Colorado, Shane acquired his Bachelor of Science degree in Business Administration with a minor in Visual Arts. A resident of Castle Rock, he and his wife of 20 years, Jenni, have 3 amazing children- his son, Kade, who just passed the bar after graduating from ASU Law; daughter, Graissen, who attends CCU; and daughter, Macie, who is a high school senior. In his spare time, Shane enjoys hiking, fishing, men’s ministry, reading, movies and music.

Learn More: www.risebeyondmoney.com





Securities offered through OneAmerica Securities, Inc., a Registered Investment Advisor, Member FINRA/SIPC. Rise is not an affiliate of OneAmerica Securities or the companies of OneAmerica and is not a broker dealer or Registered Investment Advisor.

Rise is authorized to conduct life insurance and securities business in Colorado and may be licensed in other states. Rise cannot conduct life insurance or securities business in states in which we are not licensed. This website is in no way to be construed as an offer for the sale of insurance or securities products in unauthorized states or countries.

Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary, or investment advice. Neither OneAmerica Securities, the companies of OneAmerica, Rise, nor their representatives provide tax or legal advice. For answers to specific questions and before making any decisions, please consult a qualified attorney or tax advisor.

Guarantees are subject to the claims paying ability of the issuing insurance company.

Rise is not affiliated with or endorsed by the Social Security Administration, the Centers for Medicare & Medicaid Services or any other governmental agency.
Investing involves risk which includes potential loss of principal.

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-shane-bauman-founder-of-the-financial-services-firm-rise]]>https://api.spreaker.com/episode/47924165Tue, 14 Dec 2021 23:08:33 +0000Mike Saunders, MBAShane has been in the Financial Services industry since 2011. During his 10+ years in financial services, Shane has served in the role of Advisor, Managing Director and President. He thoroughly enjoys helping professionals actualize their dreams and...
Prior to his career in Financial Services, Shane worked in various leadership and sales roles in the Real Estate, Marketing and Education sectors. His passion is in helping people reach their personal, business and career goals. He’s accomplished much of this in working with small business owners and entrepreneurs. With his extensive background in running small companies, Shane understands the challenges of wearing multiple hats while striving for the balance between a strong culture and maximum profitability. He helps advisors grow in the areas of: Retirement Income Planning (utilizing WBC); Wealth Accumulation; Liquidity; Income and Asset Protection; Investment Strategies; Group and Work-site Benefits; Advanced Business Planning and Estate Planning.

Born and raised in Colorado, Shane acquired his Bachelor of Science degree in Business Administration with a minor in Visual Arts. A resident of Castle Rock, he and his wife of 20 years, Jenni, have 3 amazing children- his son, Kade, who just passed the bar after graduating from ASU Law; daughter, Graissen, who attends CCU; and daughter, Macie, who is a high school senior. In his spare time, Shane enjoys hiking, fishing, men’s ministry, reading, movies and music.

Learn More: www.risebeyondmoney.com





Securities offered through OneAmerica Securities, Inc., a Registered Investment Advisor, Member FINRA/SIPC. Rise is not an affiliate of OneAmerica Securities or the companies of OneAmerica and is not a broker dealer or Registered Investment Advisor.

Rise is authorized to conduct life insurance and securities business in Colorado and may be licensed in other states. Rise cannot conduct life insurance or securities business in states in which we are not licensed. This website is in no way to be construed as an offer for the sale of insurance or securities products in unauthorized states or countries.

Provided content is for overview and informational purposes only and is not intended and should not be relied upon as individualized tax, legal, fiduciary, or investment advice. Neither OneAmerica Securities, the companies of OneAmerica, Rise, nor their representatives provide tax or legal advice. For answers to specific questions and before making any decisions, please consult a qualified attorney or tax advisor.

Guarantees are subject to the claims paying ability of the issuing insurance company.

Rise is not affiliated with or endorsed by the Social Security Administration, the Centers for Medicare & Medicaid Services or any other governmental agency.
Investing involves risk which includes potential loss of principal.

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-shane-bauman-founder-of-the-financial-services-firm-rise]]>857influential influencers,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-deirdre-van-nest-creator-of-the-crazy-good-talks-blueprint-for-financial-professionals--47924079
She is a top-rated, International Keynoter, Speech and Story Strategist, and the Creator of the Crazy Good Talks® Blueprint and the Emotionally Engaging Advisor™; two practical communication systems that have taught thousands of advisors how to capture attention, connect emotionally, and Make An Impact.

On a personal note, she’s an Italian, Irish, New Yorker living with her family in Minnesota, where she tries hard not to scare people with her loud voice and enthusiastic hand gestures.

Learn More: http://www.crazygoodtalks.com/

Listen to her podcast at: https://crazygoodtalks.blubrry.net/

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-deirdre-van-nest-creator-of-the-crazy-good-talks-blueprint-for-financial-professionals]]>https://api.spreaker.com/episode/47924079Tue, 14 Dec 2021 22:57:44 +0000Mike Saunders, MBADeirdre Van Nest is the go-to expert for financial professionals on how to Make An Impact when they express themselves-verbally and in writing. She is a top-rated, International Keynoter, Speech and Story Strategist, and the Creator of the Crazy...
She is a top-rated, International Keynoter, Speech and Story Strategist, and the Creator of the Crazy Good Talks® Blueprint and the Emotionally Engaging Advisor™; two practical communication systems that have taught thousands of advisors how to capture attention, connect emotionally, and Make An Impact.

On a personal note, she’s an Italian, Irish, New Yorker living with her family in Minnesota, where she tries hard not to scare people with her loud voice and enthusiastic hand gestures.

Learn More: http://www.crazygoodtalks.com/

Listen to her podcast at: https://crazygoodtalks.blubrry.net/

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-deirdre-van-nest-creator-of-the-crazy-good-talks-blueprint-for-financial-professionals]]>1588influential influencers,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-business-life-management-coach-joel-gandara--47924027
I was born in Cuba and came to the United States in 1980. My family and I arrived on an overcrowded boat. Even though I was a kid, I knew that we landed somewhere life-altering.

My father took a job repairing electrical equipment at a nonprofit radio station while my mom cleaned rooms at a hotel. Despite their tremendous work ethic, my family lived below the poverty line like many immigrants. That led me to become an entrepreneur early on, mostly out of necessity.

I started earning money at the age of 10 when I was in the fourth grade. My first business plan was to buy products that I could resell in the schoolyard. I had a lot of fun and also learned many important life lessons that have helped me throughout my life. My parents could not afford to give me pocket money. But that’s what helped me learn how to make it.

Through hard work and discipline, my parents slowly clawed their way up to the lower middle class. And I never stopped looking for ways to get ahead.

After High School, I worked up to 100 hours some weeks. That left no more than four hours for me to eat and sleep each day. Even though my free time was limited, I would go to garage sales and turn items around for a profit at a nearby flea market.

It was at one of the garage sales that I noticed someone selling hundreds of clothing samples. I bought them all for $1 each. This was a huge risk given, how little money I had at the time. I took the samples to the flea market and sold them for $6 each and made $3,000.

It was then that I realized smart investing can do much more than just help me get by. I continued to work hard, save and invest. That allowed me to save for a down payment on my first home at the age of 22. And I paid my entire mortgage each month by renting out the extra bedrooms.

From flea markets, I moved up to selling on eBay. Soon after, I started a wholesale business with an apparel brand I began importing from Mexico. I started traveling to wholesale shows in Las Vegas and Paris where I offered business owners the opportunity to sell my products in their brick-and-mortar stores worldwide.

Then I went from selling other companies’ products to creating my own brand. In only 13 months, my brand reached $1 million in sales. My companies have since gone on to develop and acquire numerous brands.

I believe hard work pays off – and have proven that throughout my life. My companies have now grown to reach millions of dollars in sales each year, and I no longer have to work like I did when I was younger.

My life has not been easy, but the challenges I overcame have taught me to appreciate what I have today. I’m truly grateful for the life I’ve built and for the country that welcomed me. Now, I’m using my business knowledge and life experience to help others fulfill their dreams.

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

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-business-life-management-coach-joel-gandara]]>https://api.spreaker.com/episode/47924027Tue, 14 Dec 2021 22:49:36 +0000Mike Saunders, MBAMy Personal Journey I was born in Cuba and came to the United States in 1980. My family and I arrived on an overcrowded boat. Even though I was a kid, I knew that we landed somewhere life-altering. My father took a job repairing electrical...
I was born in Cuba and came to the United States in 1980. My family and I arrived on an overcrowded boat. Even though I was a kid, I knew that we landed somewhere life-altering.

My father took a job repairing electrical equipment at a nonprofit radio station while my mom cleaned rooms at a hotel. Despite their tremendous work ethic, my family lived below the poverty line like many immigrants. That led me to become an entrepreneur early on, mostly out of necessity.

I started earning money at the age of 10 when I was in the fourth grade. My first business plan was to buy products that I could resell in the schoolyard. I had a lot of fun and also learned many important life lessons that have helped me throughout my life. My parents could not afford to give me pocket money. But that’s what helped me learn how to make it.

Through hard work and discipline, my parents slowly clawed their way up to the lower middle class. And I never stopped looking for ways to get ahead.

After High School, I worked up to 100 hours some weeks. That left no more than four hours for me to eat and sleep each day. Even though my free time was limited, I would go to garage sales and turn items around for a profit at a nearby flea market.

It was at one of the garage sales that I noticed someone selling hundreds of clothing samples. I bought them all for $1 each. This was a huge risk given, how little money I had at the time. I took the samples to the flea market and sold them for $6 each and made $3,000.

It was then that I realized smart investing can do much more than just help me get by. I continued to work hard, save and invest. That allowed me to save for a down payment on my first home at the age of 22. And I paid my entire mortgage each month by renting out the extra bedrooms.

From flea markets, I moved up to selling on eBay. Soon after, I started a wholesale business with an apparel brand I began importing from Mexico. I started traveling to wholesale shows in Las Vegas and Paris where I offered business owners the opportunity to sell my products in their brick-and-mortar stores worldwide.

Then I went from selling other companies’ products to creating my own brand. In only 13 months, my brand reached $1 million in sales. My companies have since gone on to develop and acquire numerous brands.

I believe hard work pays off – and have proven that throughout my life. My companies have now grown to reach millions of dollars in sales each year, and I no longer have to work like I did when I was younger.

My life has not been easy, but the challenges I overcame have taught me to appreciate what I have today. I’m truly grateful for the life I’ve built and for the country that welcomed me. Now, I’m using my business knowledge and life experience to help others fulfill their dreams.

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

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-business-life-management-coach-joel-gandara]]>1409influential influencers,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-carey-mac-hanna-should-an-annuity-be-part-of-a-retirement-portfolio--47906259
He was with New England Securities, Multi-Financial Securities and Cetera Advisors over a combined 25 years as a broker and an investment advisor representative.

Aside from his time in college, He has resided in Aiken since 1955. After graduation from Aiken High School, he attended both The Citadel and the United States Naval Academy where I earned a Block N as a Brigade boxing champion. He graduated from the University of South Carolina with a degree in business management and has his masters degree in education administration. At USC, he lettered in football, was a member of the Block C Club, residence hall counselor and served as president of Delta Sigma Pi, professional business administration fraternity.

Professionally, not only was he formerly a National Board Certified Teacher in social studies, but holds Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) designations from the American College in Bryn Mawr, PA. He was a Fellow of the Life Underwriter Training Council and moderated courses for agents in life and disability insurance.

Before moving to Aiken, the road to Eagle Scout taught him many lessons that he honors to this day, especially as they pertain to service to others. Since his return to Aiken in 1964, he has been active in his church, St. Thaddeus Episcopal, as a Girl Scout troop leader, former vestry member, teacher, committee member, coach, Mead Hall board member, Lay Reader, Eucharistic Minister, and Lay Visitor.

Service and veteran organizations include the American Legion; Jaycees (past president, regional vice president and was honored as a key man and outstanding state chairman); Aiken Association of Life Underwriters (president); Salvation Army (board of directors); mentor to Georgia-Carolina Council Boy Scouts and adults; coach for Aiken Parks and Recreation teams; Aiken County Public Schools middle school rezoning committee chairman; coach of Aiken High School academic team for 17 years (thanks to the students the team became one of the nation’s best). Mac was named by the South Carolina Department of Education and the State Board of Education as a South Carolina Ambassador of Academic Excellence.

Mac credits his deceased wife with their following the path of servanthood. She taught him much and he actively participated with her in reaching out to others. They were blessed with four children. two of which are disabled (Catherine and Chris) and all of whom live in Aiken. Jim, the eldest is a Wofford grad and football All-American who is married to the former Anita Tatum, a regular in Heart Fund productions. They have one daughter, Tatum. Their youngest son, David, magna cum laud graduate of USC-Aiken and masters degree in education leadership from Ole Miss. He coordinates testing for the Aiken County School District and is married to the former Tara Jean Wessinger, an art teacher at Aiken High. They are the parents of Cody and Zoe.

Call Mac today to schedule time to get rid of your gorilla in the room especially if your concern is about insurance, annuities, long term care or college planning;

Learn More:
https://www.machanna.net/
E-mail: mhanna@gforcecable.com
Phone (803) 270-9248





Neither Carey (Mac) Hanna, nor his company give legal or tax advice. Refer to your tax, legal or financial advisor. Mac and his company believe in striving for wealth beyond wall street to mitigate potential losses through downturns or volatility in the stock market and preservation of capital. Mac is licensed in South Carolina, North Carolina, Georgia, Florida, Alabama and Virginia.

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-carey-mac-hanna-should-an-annuity-be-part-of-a-retirement-portfolio]]>https://api.spreaker.com/episode/47906259Mon, 13 Dec 2021 17:28:54 +0000Mike Saunders, MBAMac is experienced with with over a combined 40 years in banking and insurance. He was with New England Securities, Multi-Financial Securities and Cetera Advisors over a combined 25 years as a broker and an investment advisor representative....
He was with New England Securities, Multi-Financial Securities and Cetera Advisors over a combined 25 years as a broker and an investment advisor representative.

Aside from his time in college, He has resided in Aiken since 1955. After graduation from Aiken High School, he attended both The Citadel and the United States Naval Academy where I earned a Block N as a Brigade boxing champion. He graduated from the University of South Carolina with a degree in business management and has his masters degree in education administration. At USC, he lettered in football, was a member of the Block C Club, residence hall counselor and served as president of Delta Sigma Pi, professional business administration fraternity.

Professionally, not only was he formerly a National Board Certified Teacher in social studies, but holds Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) designations from the American College in Bryn Mawr, PA. He was a Fellow of the Life Underwriter Training Council and moderated courses for agents in life and disability insurance.

Before moving to Aiken, the road to Eagle Scout taught him many lessons that he honors to this day, especially as they pertain to service to others. Since his return to Aiken in 1964, he has been active in his church, St. Thaddeus Episcopal, as a Girl Scout troop leader, former vestry member, teacher, committee member, coach, Mead Hall board member, Lay Reader, Eucharistic Minister, and Lay Visitor.

Service and veteran organizations include the American Legion; Jaycees (past president, regional vice president and was honored as a key man and outstanding state chairman); Aiken Association of Life Underwriters (president); Salvation Army (board of directors); mentor to Georgia-Carolina Council Boy Scouts and adults; coach for Aiken Parks and Recreation teams; Aiken County Public Schools middle school rezoning committee chairman; coach of Aiken High School academic team for 17 years (thanks to the students the team became one of the nation’s best). Mac was named by the South Carolina Department of Education and the State Board of Education as a South Carolina Ambassador of Academic Excellence.

Mac credits his deceased wife with their following the path of servanthood. She taught him much and he actively participated with her in reaching out to others. They were blessed with four children. two of which are disabled (Catherine and Chris) and all of whom live in Aiken. Jim, the eldest is a Wofford grad and football All-American who is married to the former Anita Tatum, a regular in Heart Fund productions. They have one daughter, Tatum. Their youngest son, David, magna cum laud graduate of USC-Aiken and masters degree in education leadership from Ole Miss. He coordinates testing for the Aiken County School District and is married to the former Tara Jean Wessinger, an art teacher at Aiken High. They are the parents of Cody and Zoe.

Call Mac today to schedule time to get rid of your gorilla in the room especially if your concern is about insurance, annuities, long term care or college planning;

Learn More:
https://www.machanna.net/
E-mail: mhanna@gforcecable.com
Phone (803) 270-9248





Neither Carey (Mac) Hanna, nor his company give legal or tax advice. Refer to your tax, legal or financial advisor. Mac and his company believe in striving for wealth beyond wall street to mitigate potential losses through downturns or volatility in the stock market and preservation of capital. Mac is licensed in South Carolina, North Carolina, Georgia, Florida, Alabama and Virginia.

Influential Influencers with Mike Saunders
1035influential influencers,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-rick-mosley-president-of-black-pearl-insurance-solutions-about-using-an-annuity-for-growing-a-lump-sum-cash-distribution--47870936
Black Pearl is offering a free book on Social Security retirement strategies
($15 value) for the first 10 people to schedule consultations.

https://www.myblackpearl.co/

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-rick-mosley-president-of-black-pearl-insurance-solutions-about-using-an-annuity-for-growing-a-lump-sum-cash-distribution]]>https://api.spreaker.com/episode/47870936Fri, 10 Dec 2021 18:02:34 +0000Mike Saunders, MBARick is an insurance executive with a wide breadth of experience backed by a 20+ year record of delivering solid improvements in operating efficiency, productivity, and overall financial performance in Fortune 40 affiliated insurance companies, Rick...
Black Pearl is offering a free book on Social Security retirement strategies
($15 value) for the first 10 people to schedule consultations.

https://www.myblackpearl.co/

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-rick-mosley-president-of-black-pearl-insurance-solutions-about-using-an-annuity-for-growing-a-lump-sum-cash-distribution]]>1356influential influencers,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-carey-mac-hanna-on-making-wise-decisions-on-retirement-planning--47841990
He was with New England Securities, Multi-Financial Securities and Cetera Advisors over a combined 25 years as a broker and an investment advisor representative.

Aside from his time in college, He has resided in Aiken since 1955. After graduation from Aiken High School, he attended both The Citadel and the United States Naval Academy where I earned a Block N as a Brigade boxing champion. He graduated from the University of South Carolina with a degree in business management and has his masters degree in education administration. At USC, he lettered in football, was a member of the Block C Club, residence hall counselor and served as president of Delta Sigma Pi, professional business administration fraternity.

Professionally, not only was he formerly a National Board Certified Teacher in social studies, but holds Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) designations from the American College in Bryn Mawr, PA. He was a Fellow of the Life Underwriter Training Council and moderated courses for agents in life and disability insurance.

Before moving to Aiken, the road to Eagle Scout taught him many lessons that he honors to this day, especially as they pertain to service to others. Since his return to Aiken in 1964, he has been active in his church, St. Thaddeus Episcopal, as a Girl Scout troop leader, former vestry member, teacher, committee member, coach, Mead Hall board member, Lay Reader, Eucharistic Minister, and Lay Visitor.

Service and veteran organizations include the American Legion; Jaycees (past president, regional vice president and was honored as a key man and outstanding state chairman); Aiken Association of Life Underwriters (president); Salvation Army (board of directors); mentor to Georgia-Carolina Council Boy Scouts and adults; coach for Aiken Parks and Recreation teams; Aiken County Public Schools middle school rezoning committee chairman; coach of Aiken High School academic team for 17 years (thanks to the students the team became one of the nation’s best). Mac was named by the South Carolina Department of Education and the State Board of Education as a South Carolina Ambassador of Academic Excellence.

Mac credits his deceased wife with their following the path of servanthood. She taught him much and he actively participated with her in reaching out to others. They were blessed with four children. two of which are disabled (Catherine and Chris) and all of whom live in Aiken. Jim, the eldest is a Wofford grad and football All-American who is married to the former Anita Tatum, a regular in Heart Fund productions. They have one daughter, Tatum. Their youngest son, David, magna cum laud graduate of USC-Aiken and masters degree in education leadership from Ole Miss. He coordinates testing for the Aiken County School District and is married to the former Tara Jean Wessinger, an art teacher at Aiken High. They are the parents of Cody and Zoe.

Call Mac today to schedule time to get rid of your gorilla in the room especially if your concern is about insurance, annuities, long term care or college planning;

Neither Carey (Mac) Hanna, nor his company give legal or tax advice. Refer to your tax, legal or financial advisor. Mac and his company believe in striving for wealth beyond wall street to mitigate potential losses through downturns or volatility in the stock market and preservation of capital. Mac is licensed in South Carolina, North Carolina, Georgia, Florida, Alabama and Virginia.

Learn More:
https://www.machanna.net/
E-mail: mhanna@gforcecable.com
Phone (803) 270-9248



Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-carey-mac-hanna-on-making-wise-decisions-on-retirement-planning]]>https://api.spreaker.com/episode/47841990Wed, 08 Dec 2021 20:56:26 +0000Mike Saunders, MBAMac is experienced with with over a combined 40 years in banking and insurance. He was with New England Securities, Multi-Financial Securities and Cetera Advisors over a combined 25 years as a broker and an investment advisor representative....
He was with New England Securities, Multi-Financial Securities and Cetera Advisors over a combined 25 years as a broker and an investment advisor representative.

Aside from his time in college, He has resided in Aiken since 1955. After graduation from Aiken High School, he attended both The Citadel and the United States Naval Academy where I earned a Block N as a Brigade boxing champion. He graduated from the University of South Carolina with a degree in business management and has his masters degree in education administration. At USC, he lettered in football, was a member of the Block C Club, residence hall counselor and served as president of Delta Sigma Pi, professional business administration fraternity.

Professionally, not only was he formerly a National Board Certified Teacher in social studies, but holds Chartered Financial Consultant (ChFC) and Chartered Life Underwriter (CLU) designations from the American College in Bryn Mawr, PA. He was a Fellow of the Life Underwriter Training Council and moderated courses for agents in life and disability insurance.

Before moving to Aiken, the road to Eagle Scout taught him many lessons that he honors to this day, especially as they pertain to service to others. Since his return to Aiken in 1964, he has been active in his church, St. Thaddeus Episcopal, as a Girl Scout troop leader, former vestry member, teacher, committee member, coach, Mead Hall board member, Lay Reader, Eucharistic Minister, and Lay Visitor.

Service and veteran organizations include the American Legion; Jaycees (past president, regional vice president and was honored as a key man and outstanding state chairman); Aiken Association of Life Underwriters (president); Salvation Army (board of directors); mentor to Georgia-Carolina Council Boy Scouts and adults; coach for Aiken Parks and Recreation teams; Aiken County Public Schools middle school rezoning committee chairman; coach of Aiken High School academic team for 17 years (thanks to the students the team became one of the nation’s best). Mac was named by the South Carolina Department of Education and the State Board of Education as a South Carolina Ambassador of Academic Excellence.

Mac credits his deceased wife with their following the path of servanthood. She taught him much and he actively participated with her in reaching out to others. They were blessed with four children. two of which are disabled (Catherine and Chris) and all of whom live in Aiken. Jim, the eldest is a Wofford grad and football All-American who is married to the former Anita Tatum, a regular in Heart Fund productions. They have one daughter, Tatum. Their youngest son, David, magna cum laud graduate of USC-Aiken and masters degree in education leadership from Ole Miss. He coordinates testing for the Aiken County School District and is married to the former Tara Jean Wessinger, an art teacher at Aiken High. They are the parents of Cody and Zoe.

Call Mac today to schedule time to get rid of your gorilla in the room especially if your concern is about insurance, annuities, long term care or college planning;

Neither Carey (Mac) Hanna, nor his company give legal or tax advice. Refer to your tax, legal or financial advisor. Mac and his company believe in striving for wealth beyond wall street to mitigate potential losses through downturns or volatility in the stock market and preservation of capital. Mac is licensed in South Carolina, North Carolina, Georgia, Florida, Alabama and Virginia.

Learn More:
https://www.machanna.net/
E-mail: mhanna@gforcecable.com
Phone (803) 270-9248



Influential Influencers with Mike Saunders
1592influential influencers,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-ken-lundin-founder-of-ken-lundin-associates-and-creator-of-the-sales-alpha-roadmap--47841926
With his unique perspective on thriving during difficult times and his considerable sales acumen, he soon became a consultant in order to bring his systematic process to other companies, helping them adapt to difficult changes and to thrive in uncertain times.

Undoubtedly, sales are much harder to come by in the “new normal” of the COVID era. On average, companies have less than 25% of their sales staff meeting quotas successfully. However, Ken’s process is rooted in an understanding that, unusual though it may be, today’s difficulties are not unique. Businesses have always and will always need to pivot the ways in which they connect with and sell to their customers as times change, and, with this need in mind as well as a keen awareness of what exactly is at stake for entrepreneurs, Ken is a man on a mission – and a man with a proven track record – to help businesses adapt and grow their sales in any market environment.

Learn More:
https://kenlundin.com/
https://www.revheat.com/

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-ken-lundin-founder-of-ken-lundin-associates-and-creator-of-the-sales-alpha-roadmap]]>https://api.spreaker.com/episode/47841926Wed, 08 Dec 2021 20:48:58 +0000Mike Saunders, MBAKen found his mission while standing in his front lawn in Atlanta in 2011, when he learned from the people who had purchased it that his house had been sold by the bank. With his business – and the last 6 years of his life – up in smoke, he took a...
With his unique perspective on thriving during difficult times and his considerable sales acumen, he soon became a consultant in order to bring his systematic process to other companies, helping them adapt to difficult changes and to thrive in uncertain times.

Undoubtedly, sales are much harder to come by in the “new normal” of the COVID era. On average, companies have less than 25% of their sales staff meeting quotas successfully. However, Ken’s process is rooted in an understanding that, unusual though it may be, today’s difficulties are not unique. Businesses have always and will always need to pivot the ways in which they connect with and sell to their customers as times change, and, with this need in mind as well as a keen awareness of what exactly is at stake for entrepreneurs, Ken is a man on a mission – and a man with a proven track record – to help businesses adapt and grow their sales in any market environment.

Learn More:
https://kenlundin.com/
https://www.revheat.com/

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-ken-lundin-founder-of-ken-lundin-associates-and-creator-of-the-sales-alpha-roadmap]]>1247influential influencers,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-mike-maynard-managing-director-of-napier-b2b-marketing-agency--47829292
Hobbies include speed skating and cricket, and he believes strongly in goal-driven marketing.
Learn More: https://www.napierb2b.com/

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-mike-maynard-managing-director-of-napier-b2b-marketing-agency]]>https://api.spreaker.com/episode/47829292Tue, 07 Dec 2021 23:56:19 +0000Mike Saunders, MBAMike is a self-confessed geek who loves talking about technology. He believes that combining the measurement, accountability, and innovation that he learned as an engineer with a passion for communicating ensures Napier delivers great campaigns and...
Hobbies include speed skating and cricket, and he believes strongly in goal-driven marketing.
Learn More: https://www.napierb2b.com/

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-mike-maynard-managing-director-of-napier-b2b-marketing-agency]]>932influential influencers,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-ed-brenegar-creator-of-the-circle-of-impact-model-of-leadership--47829142Learn More: https://edbrenegar.com/

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/]]>https://api.spreaker.com/episode/47829142Tue, 07 Dec 2021 23:43:08 +0000Mike Saunders, MBAI’m Ed Brenegar, the creator of the Circle of Impact model of leadership and the author of Circle of Impact: Taking Personal Initiative to Ignite Change. Two decades ago, the Circle of Impact formed in my mind by observing patterns of behavior in...Learn More: https://edbrenegar.com/

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/]]>1289influential influencers,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-luke-acree-president-of-remindermedia-helping-financial-professionals-stand-out-with-personally-branded-lifestyle-magazines--47829068
Follow Luke:
Twitter: https://twitter.com/luke_acree
LinkedIn: https://www.linkedin.com/in/lukeacree/

Check-out Luke’s podcast: https://remindermedia.com/podcast

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-luke-acree-president-of-remindermedia-helping-financial-professionals-stand-out-with-personally-branded-lifestyle-magazines]]>https://api.spreaker.com/episode/47829068Tue, 07 Dec 2021 23:36:12 +0000Mike Saunders, MBALuke is a sales fanatic, a marketing evangelist, and an expert team builder. Luke has worked with tens of thousands of business professionals over the years, helping them understand how to connect with their client database in a way that generates...
Follow Luke:
Twitter: https://twitter.com/luke_acree
LinkedIn: https://www.linkedin.com/in/lukeacree/

Check-out Luke’s podcast: https://remindermedia.com/podcast

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-luke-acree-president-of-remindermedia-helping-financial-professionals-stand-out-with-personally-branded-lifestyle-magazines]]>1399influential influencers,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-todd-isberner-author-of-what-every-man-needs-to-know-how-to-master-faith-family-fitness-and-finance--47761895As a result of his own life-altering conversion, Todd invested over 40 years learning to master the cornerstones of a man’s life: faith, family, fitness, and finances. His success is based on discovering the deeper meanings and impact each one of these has in life.

A former business owner, professional media consultant, and coach, today Todd invests his time mentoring other men along their journey to success. More at www.ToddIsberner.com

For a more in-depth look, get Todd Isberner’s new book “What Every Man Needs to Know: How to Master Faith, Family, Fitness and Finance” on Amazon https://www.amazon.com/What-Every-Man-Needs-Know/dp/0578429411/

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-todd-isberner-author-of-what-every-man-needs-to-know-how-to-master-faith-family-fitness-and-finance]]>https://api.spreaker.com/episode/47761895Thu, 02 Dec 2021 23:35:21 +0000Mike Saunders, MBATodd Isberner is a husband, father, business owner, and author of “What Every Man Needs to Know” As a result of his own life-altering conversion, Todd invested over 40 years learning to master the cornerstones of a man’s life: faith, family, fitness,...As a result of his own life-altering conversion, Todd invested over 40 years learning to master the cornerstones of a man’s life: faith, family, fitness, and finances. His success is based on discovering the deeper meanings and impact each one of these has in life.

A former business owner, professional media consultant, and coach, today Todd invests his time mentoring other men along their journey to success. More at www.ToddIsberner.com

For a more in-depth look, get Todd Isberner’s new book “What Every Man Needs to Know: How to Master Faith, Family, Fitness and Finance” on Amazon https://www.amazon.com/What-Every-Man-Needs-Know/dp/0578429411/

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-todd-isberner-author-of-what-every-man-needs-to-know-how-to-master-faith-family-fitness-and-finance]]>1453influential influencers,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-michael-roub-managing-partner-and-founder-of-inflection-360--47758308
Prior to starting Inflection 360, Michael had senior business development roles at Western Dental Services and US HealthWorks. He also spent several years developing and operating multiple multi-specialty surgical centers in Southern California. Michael began his career as an investment banker with Donaldson, Lufkin & Jenrette where he advised clients on a wide range of capital raising, M&A and restructuring efforts.

Michael earned a BS in Economics from the Wharton School of Business at the University of Pennsylvania and an MBA from the University of Chicago Booth School of Business.

Learn More: https://inflection360.com

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-michael-roub-managing-partner-and-founder-of-inflection-360]]>https://api.spreaker.com/episode/47758308Thu, 02 Dec 2021 18:45:58 +0000Mike Saunders, MBAMichael has more than two decades of business expertise as a strategic advisor and consultant, corporate executive, and investment banker. Michael has extensive experience with corporate development, mergers and acquisitions, and capital raising and...
Prior to starting Inflection 360, Michael had senior business development roles at Western Dental Services and US HealthWorks. He also spent several years developing and operating multiple multi-specialty surgical centers in Southern California. Michael began his career as an investment banker with Donaldson, Lufkin & Jenrette where he advised clients on a wide range of capital raising, M&A and restructuring efforts.

Michael earned a BS in Economics from the Wharton School of Business at the University of Pennsylvania and an MBA from the University of Chicago Booth School of Business.

Learn More: https://inflection360.com

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-michael-roub-managing-partner-and-founder-of-inflection-360]]>1139influential influencers,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-alon-braun-author-of-the-entrepreneur-journey--47743980He is the Founder of the Riverbanks Business Development Program.
With an MSc in Biology, he has been working
 closely with genetics, bioinformatics and microscopy technology for several years, and has been featured in Forbes, Inc. and Entrepreneur.com.

Learn More: https://riverbanks.com/ http://alonbraun.com/

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-alon-braun-author-of-the-entrepreneur-journey]]>https://api.spreaker.com/episode/47743980Wed, 01 Dec 2021 20:04:25 +0000Mike Saunders, MBAAlon Braun, is an experienced system architect with a proven track record in supporting technology businesses to optimise their operations – advising in strategy, systems, sales and marketing. He is the Founder of the Riverbanks Business Development...He is the Founder of the Riverbanks Business Development Program.
With an MSc in Biology, he has been working
 closely with genetics, bioinformatics and microscopy technology for several years, and has been featured in Forbes, Inc. and Entrepreneur.com.

Learn More: https://riverbanks.com/ http://alonbraun.com/

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-alon-braun-author-of-the-entrepreneur-journey]]>1147influential influencers,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-emmanuel-probst-author-of-the-book-brand-hacks--47743814At Ipsos, Emmanuel supports numerous Fortune 500 companies by providing them with a full understanding of their customer’s journey. This encompasses brand awareness to purchase and recommendation, leading to greater insights on the consumer within it. His clients span across a wide range of industries, including consumer packaged goods, retail, financial services, advertising agencies and media outlets.
Emmanuel also teaches Consumer Market Research at the University of California at Los Angeles (UCLA), and writes about consumer psychology for numerous publications.

Learn More: https://www.realfrenchboy.com/ | https://www.ipsos.com/en https://www.linkedin.com/in/emmanuelprobst/

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-emmanuel-probst-author-of-the-book-brand-hacks]]>https://api.spreaker.com/episode/47743814Wed, 01 Dec 2021 19:56:18 +0000Mike Saunders, MBAEmmanuel’s background combines over 16 years of market research and marketing experience with strong academic achievements. At Ipsos, Emmanuel supports numerous Fortune 500 companies by providing them with a full understanding of their customer’s...At Ipsos, Emmanuel supports numerous Fortune 500 companies by providing them with a full understanding of their customer’s journey. This encompasses brand awareness to purchase and recommendation, leading to greater insights on the consumer within it. His clients span across a wide range of industries, including consumer packaged goods, retail, financial services, advertising agencies and media outlets.
Emmanuel also teaches Consumer Market Research at the University of California at Los Angeles (UCLA), and writes about consumer psychology for numerous publications.

Learn More: https://www.realfrenchboy.com/ | https://www.ipsos.com/en https://www.linkedin.com/in/emmanuelprobst/

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-emmanuel-probst-author-of-the-book-brand-hacks]]>1381influential influencers,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-chris-orestis-csa-president-of-retirement-genius--47726481
Chris Orestis is author of the books Help on the Way and A Survival Guide to Aging– with a third book Retire Like a Genius to be published in 2021. He has been speaking for two-decades across the country about senior finance and the secrets to aging with financial and physical health and dignity. In 2019, Chris was named one of the twenty most innovative people in the life insurance industry by the National Association of Independent Life Brokerage Agencies (NAILBA).

He has appeared in The New York Times, The Wall Street Journal, CNBC, NBC News, Fox News, USA Today, Kiplinger’s, Investor’s Business Daily, AARP, PBS, and numerous other media outlets, is a frequent columnist for NewsMax Finance, Broker World, ThinkAdvisor, IRIS, and has been a guest expert on over 50 radio programs and TV appearances.

Learn More: https://retirementgenius.com/

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-chris-orestis-csa-president-of-retirement-genius]]>https://api.spreaker.com/episode/47726481Tue, 30 Nov 2021 21:10:26 +0000Mike Saunders, MBAChris is a nationally recognized financial, health/LTC, and retirement issues expert. He has over 25 years’ experience in the insurance and long-term care industries and is credited with pioneering the Long-Term Care Life Settlement over a decade ago....
Chris Orestis is author of the books Help on the Way and A Survival Guide to Aging– with a third book Retire Like a Genius to be published in 2021. He has been speaking for two-decades across the country about senior finance and the secrets to aging with financial and physical health and dignity. In 2019, Chris was named one of the twenty most innovative people in the life insurance industry by the National Association of Independent Life Brokerage Agencies (NAILBA).

He has appeared in The New York Times, The Wall Street Journal, CNBC, NBC News, Fox News, USA Today, Kiplinger’s, Investor’s Business Daily, AARP, PBS, and numerous other media outlets, is a frequent columnist for NewsMax Finance, Broker World, ThinkAdvisor, IRIS, and has been a guest expert on over 50 radio programs and TV appearances.

Learn More: https://retirementgenius.com/

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-chris-orestis-csa-president-of-retirement-genius]]>1151influential influencers,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-air-force-chief-master-sergeants-ericka-e-kelly-and-lefford-fate-about-their-new-book-p-e-r-s-i-s-t-e-n-c-e--47723390
You will hear from Chiefs in their own words, with different personalities, and different backgrounds. Each word relates to the more significant theme.

You will learn how to be persistent, not give up, and have
faith in yourself!

P – Passion
E – Excellence
R – Resiliency
S – Significance
I – Identity
S – Service
T – Transformation
E – Enthusiasm
N – Noble
C – Compassionate
E – Encourager

Buy on Amazon

About Chief Master Sergeant Ericka E. Kelly

Following two separate decades long careers of service to the nation, Ericka chooses to further disseminate the ideals of effective and meaningful leadership in her retired life. She is the CEO and Founder of Ericka Kelly Enterprises where she uses her experience both as a high-ranking Air Force Sr. Noncommissioned Officer and Senior DHS agent to assist companies and individuals alike, increasing productivity and teamwork effectiveness. Ericka is a professional speaker, executive coach, and trainer. She helps thousands of leaders to become better communicators, to establish trust, and credibility with others. Her coaching skills and mentorship allow individuals to realize their potential and to achieve greater goals for themselves and the companies/organizations they work for.

As the 17th Command Chief Master Sergeant of the Air Force Reserve Command combined with being the Senior Enlisted Advisor to the Chief of the Air Force Reserve, Ericka was the first Hispanic female to assume these roles. Under both positions, Ericka represented the highest enlisted executive leadership level in the military. She advised the Commander on all issues regarding the readiness, training, welfare, morale, and proper utilization and progress of more than 74,000 civilians/enlisted/officer active duty and Reserve Citizen Airmen serving at more than 60 military bases worldwide. She also provided direction to the Reserve Forces and represented their interests at all levels of government, other military branches, and in joint strategic and operational war-fighting environments.

In addition to her personal business and military service, Ericka has more than 27 years of government management and law enforcement experience. She served as a Senior Criminal Investigator for the Department of Homeland Security; Customs and Border Protection. Furthermore, she was the lead investigator in a multitude of task forces across a wide range of different mission sets, including but not limited to national security.

Ericka Kelly’s educational accolades include: Master of Business Administration, Military Studies, Trident University; a Bachelor of Arts, Criminal Justice |Foreign Languages (Spanish and French), University of Nevada; an Associate of Applied Science, Allied Health Sciences, Air Force Community College. She also holds the following accreditations: Professional Manager Certification (PMC); International John Maxwell Certification (JMT); Licensed Diversity and Inclusion Facilitator; & certified Emergency Medical Technician-Basic (EMT).

Ericka’s excellency as a service person both in the military and law enforcement are recognized beyond her subordinates and superiors. The United States Congress has seen fit to bestow her with the following accolades: Exceptional leadership skills, public; community service; speaking/mentorship/training abilities; language (Spanish) expertise; physical fitness, and an outstanding performer in stressful military/civilian situations.

Contact Ericka E. Kelly at www.erickakellyenterprises.com

About Chief Master Sergeant Lefford Fate

Lefford is the founder and President of It’s Your Fate Coaching Company. Fate is certified to facilitate, speak, train, and coach individuals and groups in leadership development, professional skills, and personal growth with the Napoleon Hill Foundation and the John Maxwell Team. Professionally he has mentored and served thousands of people.

A great leader once said that the two greatest days in a person’s life are the day they were born and the day they discovered why they were born. He believes there is a ”why” for everyone; that each of us was created with the potential to achieve greatness, to make a difference in the world, to add value to others, and as a result, experience a full and rewarding life. For over 30 years, Lefford’s purpose was to defend our nation, and now that purpose is helping people discover their life’s purpose and grow to their full potential. He has written four books in this endeavor, and co-authored “Success Starts Today” with Jack Canfield. Fate also gave a TEDx Talk on “Correcting Correction: Why I am In Prison,” which garnered over 550,000 views.

In August 2012, he retired from active duty in the United States Air Force after over 30 years of service. Prior to retiring, Fate served as the Command Chief Master Sergeant for the 20th Fighter Wing, Shaw Air Force Base, South Carolina, where he was an executive advisor to the Wing Commander and the installation’s senior enlisted leader. He was responsible for the training, professional development of 8,500+ military personnel, morale, and welfare of over 31,000 families and retirees at the nation’s largest F-16 combat fighter wing in the Combatant Air Forces.

Since retiring from the military, he served as the Mental Health Program Director at Prisma-Tuomey Hospital in Sumter, South Carolina, the Deputy Director for Health Services for the South Carolina Department of Corrections, and now serves as the Director of Support Services for the City of Sumter, South Carolina.

A native of Georgia, Fate holds a Master’s Degree in Human Relations and a Bachelor’s Degree in Social Psychology. He is committed to modeling his core values of Integrity first, Service before self, and Excellence in all he does. Additionally, he is married to Jody, and they have four beautiful children and three beautiful grandchildren.

Contact Lefford Fate at www.leffordfate.com

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-air-force-chief-master-sergeants-ericka-e-kelly-and-lefford-fate-about-their-new-book-p-e-r-s-i-s-t-e-n-c-e]]>https://api.spreaker.com/episode/47723390Tue, 30 Nov 2021 17:28:01 +0000Mike Saunders, MBAThis book will give you an inside look for anybody planning on serving, currently serving, or who has served to help them be successful and significant. You will hear from Chiefs in their own words, with different personalities, and different...
You will hear from Chiefs in their own words, with different personalities, and different backgrounds. Each word relates to the more significant theme.

You will learn how to be persistent, not give up, and have
faith in yourself!

P – Passion
E – Excellence
R – Resiliency
S – Significance
I – Identity
S – Service
T – Transformation
E – Enthusiasm
N – Noble
C – Compassionate
E – Encourager

Buy on Amazon

About Chief Master Sergeant Ericka E. Kelly

Following two separate decades long careers of service to the nation, Ericka chooses to further disseminate the ideals of effective and meaningful leadership in her retired life. She is the CEO and Founder of Ericka Kelly Enterprises where she uses her experience both as a high-ranking Air Force Sr. Noncommissioned Officer and Senior DHS agent to assist companies and individuals alike, increasing productivity and teamwork effectiveness. Ericka is a professional speaker, executive coach, and trainer. She helps thousands of leaders to become better communicators, to establish trust, and credibility with others. Her coaching skills and mentorship allow individuals to realize their potential and to achieve greater goals for themselves and the companies/organizations they work for.

As the 17th Command Chief Master Sergeant of the Air Force Reserve Command combined with being the Senior Enlisted Advisor to the Chief of the Air Force Reserve, Ericka was the first Hispanic female to assume these roles. Under both positions, Ericka represented the highest enlisted executive leadership level in the military. She advised the Commander on all issues regarding the readiness, training, welfare, morale, and proper utilization and progress of more than 74,000 civilians/enlisted/officer active duty and Reserve Citizen Airmen serving at more than 60 military bases worldwide. She also provided direction to the Reserve Forces and represented their interests at all levels of government, other military branches, and in joint strategic and operational war-fighting environments.

In addition to her personal business and military service, Ericka has more than 27 years of government management and law enforcement experience. She served as a Senior Criminal Investigator for the Department of Homeland Security; Customs and Border Protection. Furthermore, she was the lead investigator in a multitude of task forces across a wide range of different mission sets, including but not limited to national security.

Ericka Kelly’s educational accolades include: Master of Business Administration, Military Studies, Trident University; a Bachelor of Arts, Criminal Justice |Foreign Languages (Spanish and French), University of Nevada; an Associate of Applied Science, Allied Health Sciences, Air Force Community College. She also holds the following accreditations: Professional Manager Certification (PMC); International John Maxwell Certification (JMT); Licensed Diversity and Inclusion Facilitator; & certified Emergency Medical Technician-Basic (EMT).

Ericka’s excellency as a service person both in the military and law enforcement are recognized beyond her subordinates and superiors. The United States Congress has seen fit to bestow her with the following accolades: Exceptional leadership skills, public; community service; speaking/mentorship/training abilities; language (Spanish) expertise; physical fitness, and an outstanding performer in stressful military/civilian situations.

Contact Ericka E. Kelly at www.erickakellyenterprises.com

About Chief Master Sergeant Lefford Fate

Lefford is the founder and President of...]]>3120influential influencers,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-brad-swineheart-svp-of-channel-marketing-business-development-at-white-glove-helping-financial-advisors-grow-their-botto--47625431Brad has helped grow the client success team at White Glove from 12 employees to more than 50 highly trained seminar coaches and account managers.

His leadership has helped guide this team to service thousands of advisors who have hosted upwards of 20,000 in-person and virtual seminars, facilitating over 500k client introductions.

In his primary role, Brad now oversees creating strategic partnerships with financial institutions all across the US and Canada.

He spends his time connecting with decision makers and C-level executives at financial firms and other professional service companies to build relationships on behalf of White Glove.

Brad is committed to helping advisors grow their bottom lines. He has years of experience helping advisors succeed with in-person seminars, virtual efforts and creating meaningful digital touch points with their clients and prospects via social media and email.

Learn More: https://whiteglove.com/

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-brad-swineheart-svp-of-channel-marketing-business-development-at-white-glove-helping-financial-advisors-grow-their-bottom-line]]>https://api.spreaker.com/episode/47625431Tue, 23 Nov 2021 20:38:39 +0000Mike Saunders, MBASpeaker, NASDAQ Contributing Author and Podcast Host Brad has helped grow the client success team at White Glove from 12 employees to more than 50 highly trained seminar coaches and account managers. His leadership has helped guide this team to...Brad has helped grow the client success team at White Glove from 12 employees to more than 50 highly trained seminar coaches and account managers.

His leadership has helped guide this team to service thousands of advisors who have hosted upwards of 20,000 in-person and virtual seminars, facilitating over 500k client introductions.

In his primary role, Brad now oversees creating strategic partnerships with financial institutions all across the US and Canada.

He spends his time connecting with decision makers and C-level executives at financial firms and other professional service companies to build relationships on behalf of White Glove.

Brad is committed to helping advisors grow their bottom lines. He has years of experience helping advisors succeed with in-person seminars, virtual efforts and creating meaningful digital touch points with their clients and prospects via social media and email.

Learn More: https://whiteglove.com/

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-brad-swineheart-svp-of-channel-marketing-business-development-at-white-glove-helping-financial-advisors-grow-their-bottom-line]]>1455influential influencers,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-david-ciccarelli-ceo-of-voices-the-world-s-1-audio-services-marketplace--47625319www.voices.com. As Chief Executive Officer, David is responsible for setting the vision, executing the growth strategy, creating a vibrant culture, and managing the company on a day-to-day basis. He is frequently published in outlets such as The Globe & Mail, Forbes, and The Wall Street Journal.

https://www.voices.com

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-david-ciccarelli-ceo-of-voices-the-worlds-1-audio-services-marketplace]]>https://api.spreaker.com/episode/47625319Tue, 23 Nov 2021 20:31:16 +0000Mike Saunders, MBADavid Ciccarelli is an entrepreneur at heart. For the last decade, David, with the help of his team, has grown Voices from the ground up to become the leader in the voice-over industry. More recently, he has led the charge through Voices’ transition...www.voices.com. As Chief Executive Officer, David is responsible for setting the vision, executing the growth strategy, creating a vibrant culture, and managing the company on a day-to-day basis. He is frequently published in outlets such as The Globe & Mail, Forbes, and The Wall Street Journal.

https://www.voices.com

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-david-ciccarelli-ceo-of-voices-the-worlds-1-audio-services-marketplace]]>1196influential influencers,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-tom-stefaniak-certified-financial-planner-cfp-president-of-pinnacle-wealth-management-discussing-putting-your-financial--47546499
Tom started his career as a Financial Planner with IDS/American Express in 1987. He quickly rose to the level of District Manager and received numerous awards for client service. In 1998 he became an independent Financial Advisor when he opened Pinnacle Wealth Management with Joanne Gipple. After more than 30 years in the business, Tom can still confidently say that he loves his job, and he found his true calling.

Tom graduated from the University of Wisconsin-Milwaukee with a double major in Real Estate and Finance in the School of Business Administration. He earned his CFP® designation in 1990. He is a member of the Financial Planning Association. A lifelong learner, he has continued his education through industry classes and leadership programs.

Tom is married and has three adult children. He enjoys helping his children with their pursuits as they are transitioning to adulthood. Whenever he has a spare moment Tom can be found on the golf course. He also enjoys travel when his schedule allows it. One of his favorite destinations is Wisconsin, his home state and home to most of his 9 brothers and sisters and many other family members.

Fun Fact: Tom is featured as a character in a Star Trek novel, Old Wounds. If you are a fan, check it out sometime.

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







Investment Advisory Services offered through Pinnacle Wealth Management, a Registered Investment Advisor.
Pinnacle Wealth Management is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment related information, publications, and links. Accordingly, the publication of Pinnacle Wealth Management’s web site on the Internet should not be construed by any consumer and/or prospective client as Pinnacle Wealth Management’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Pinnacle Wealth Management with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Pinnacle Wealth Management, please contact the SEC, or the state securities regulators for those states in which Pinnacle Wealth Management maintains a filing. A copy of Pinnacle Wealth Management’s current written disclosure statement discussing Pinnacle Wealth Management’s business operations, service, and fees is available from Pinnacle Wealth Management upon written request. Pinnacle Wealth Management does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Pinnacle Wealth Management’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-tom-stefaniak-certified-financial-planner-cfp-president-of-pinnacle-wealth-management-discussing-putting-your-financial-house-in-order]]>https://api.spreaker.com/episode/47546499Thu, 18 Nov 2021 23:07:37 +0000Mike Saunders, MBATom built Pinnacle Wealth to be a firm that values relationships above all. Tom loves meeting with clients and building a relationship that goes far beyond finances. This allows him to help you aim toward your personal and financial goals. He helps...
Tom started his career as a Financial Planner with IDS/American Express in 1987. He quickly rose to the level of District Manager and received numerous awards for client service. In 1998 he became an independent Financial Advisor when he opened Pinnacle Wealth Management with Joanne Gipple. After more than 30 years in the business, Tom can still confidently say that he loves his job, and he found his true calling.

Tom graduated from the University of Wisconsin-Milwaukee with a double major in Real Estate and Finance in the School of Business Administration. He earned his CFP® designation in 1990. He is a member of the Financial Planning Association. A lifelong learner, he has continued his education through industry classes and leadership programs.

Tom is married and has three adult children. He enjoys helping his children with their pursuits as they are transitioning to adulthood. Whenever he has a spare moment Tom can be found on the golf course. He also enjoys travel when his schedule allows it. One of his favorite destinations is Wisconsin, his home state and home to most of his 9 brothers and sisters and many other family members.

Fun Fact: Tom is featured as a character in a Star Trek novel, Old Wounds. If you are a fan, check it out sometime.

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







Investment Advisory Services offered through Pinnacle Wealth Management, a Registered Investment Advisor.
Pinnacle Wealth Management is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment related information, publications, and links. Accordingly, the publication of Pinnacle Wealth Management’s web site on the Internet should not be construed by any consumer and/or prospective client as Pinnacle Wealth Management’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Pinnacle Wealth Management with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Pinnacle Wealth Management, please contact the SEC, or the state securities regulators for those states in which Pinnacle Wealth Management maintains a filing. A copy of Pinnacle Wealth Management’s current written disclosure statement discussing Pinnacle Wealth Management’s business operations, service, and fees is available from Pinnacle Wealth Management upon written request. Pinnacle Wealth Management does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Pinnacle Wealth Management’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: 1357influential influencers,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-don-purcell-cpa-certified-kingdom-advisor-and-and-founder-of-clarity-business-coaching--47507239
Professional Experience

Staff auditor for the accounting firm of KMPG Peat Marwick.

First ever Controller for the law firm Akerman, a top 100 law firm in the US.

Founder of a public accounting practice in 1988 focusing on tax compliance and tax planning.

Exited the tax compliance practice to focus full time on fee-based financial planning, investments, and risk management. Achieved top 1% production levels in the industry.

Volunteer Experience

Treasurer, Inverness Golf and Country Club

Calvary Church of Inverness – Coached the youth ministry team to focus on their quarterly priorities and to streamline the organizational structure for volunteers.

Former Treasurer, MulliganLife – a Florida non-profit ministry

Former Chairman, True North Foundation – helped them organize a planned giving committee

Learn More: https://cbizcoach.co/

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-don-purcell-cpa-certified-kingdom-advisor-and-and-founder-of-clarity-business-coaching]]>https://api.spreaker.com/episode/47507239Tue, 16 Nov 2021 19:26:52 +0000Mike Saunders, MBAI’ve been serving clients & not-for-profit organizations in multiple states for over 30 years helping business leaders with their systems, processes, and finances. Professional Experience Staff auditor for the accounting firm of KMPG Peat...
Professional Experience

Staff auditor for the accounting firm of KMPG Peat Marwick.

First ever Controller for the law firm Akerman, a top 100 law firm in the US.

Founder of a public accounting practice in 1988 focusing on tax compliance and tax planning.

Exited the tax compliance practice to focus full time on fee-based financial planning, investments, and risk management. Achieved top 1% production levels in the industry.

Volunteer Experience

Treasurer, Inverness Golf and Country Club

Calvary Church of Inverness – Coached the youth ministry team to focus on their quarterly priorities and to streamline the organizational structure for volunteers.

Former Treasurer, MulliganLife – a Florida non-profit ministry

Former Chairman, True North Foundation – helped them organize a planned giving committee

Learn More: https://cbizcoach.co/

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-don-purcell-cpa-certified-kingdom-advisor-and-and-founder-of-clarity-business-coaching]]>1336influential influencers,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-bill-cates-founder-of-the-cates-academy-for-relationship-marketing-author-of-radical-relevance--47507132
Thousands of financial advisors are using Bill’s Relationship Marketing System™ to enhance client engagement, create more effective personal introductions, and communicate more relevant and compelling value.

Before starting his current business, Bill built and sold two successful book publishing companies. Bill is also the founding member and leader of the Million Dollar Speakers Group. In 2010, Bill was inducted into the prestigious Professional Speakers Hall of Fame (with such members as Ronald Reagan and Colin Powell).

A highly sought-after international speaker, Bill Cates has spoken for the Million Dollar Round Table six times, including the main platform in the United States, Korea, Malaysia, Australia, and India.

Bill is currently coaching some of our industries highest performing advisors. Bill helped one of his clients go from $300M in AUM to over $1B in AUM in 7 years.

Bill is also somewhat of an adventurer. He has trekked through the Himalayas of Nepal and the Andes of Peru. He has lived on a houseboat in Kashmir, India, climbed Machu Pichu, reached the summit of Mt. Kilimanjaro, camped in Arctic Circle… and Bill has toured the country as the drummer in a rock and roll band.

Learn More:
https://referralcoach.com/
https://referralcoach.com/top-advisor-podcast-bill-cates/

https:/www.RadicalRelevanceBook.com

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-bill-cates-founder-of-the-cates-academy-for-relationship-marketing-author-of-radical-relevance]]>https://api.spreaker.com/episode/47507132Tue, 16 Nov 2021 19:18:30 +0000Mike Saunders, MBAFor over 25 years, Bill has helped financial professionals move from incremental growth to exponential growth by communicating more compelling value and multiplying their best clients. Thousands of financial advisors are using Bill’s Relationship...
Thousands of financial advisors are using Bill’s Relationship Marketing System™ to enhance client engagement, create more effective personal introductions, and communicate more relevant and compelling value.

Before starting his current business, Bill built and sold two successful book publishing companies. Bill is also the founding member and leader of the Million Dollar Speakers Group. In 2010, Bill was inducted into the prestigious Professional Speakers Hall of Fame (with such members as Ronald Reagan and Colin Powell).

A highly sought-after international speaker, Bill Cates has spoken for the Million Dollar Round Table six times, including the main platform in the United States, Korea, Malaysia, Australia, and India.

Bill is currently coaching some of our industries highest performing advisors. Bill helped one of his clients go from $300M in AUM to over $1B in AUM in 7 years.

Bill is also somewhat of an adventurer. He has trekked through the Himalayas of Nepal and the Andes of Peru. He has lived on a houseboat in Kashmir, India, climbed Machu Pichu, reached the summit of Mt. Kilimanjaro, camped in Arctic Circle… and Bill has toured the country as the drummer in a rock and roll band.

Learn More:
https://referralcoach.com/
https://referralcoach.com/top-advisor-podcast-bill-cates/

https:/www.RadicalRelevanceBook.com

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-bill-cates-founder-of-the-cates-academy-for-relationship-marketing-author-of-radical-relevance]]>1440influential influencers,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-ladondra-hervey-author-keynote-speaker-certified-belief-therapist-and-certified-business-coach--47483983
Learn More: https://ladondrahervey.com/

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-ladondra-hervey-author-keynote-speaker-certified-belief-therapist-and-certified-business-coach]]>https://api.spreaker.com/episode/47483983Mon, 15 Nov 2021 14:50:25 +0000Mike Saunders, MBALaDondra Hervey is an Award Winning Author, Keynote Speaker, Certified Belief Therapist and Certified Business Coach who empowers women to create richly rewarding businesses rooted in Jesus Christ. Using proven strategies, she helps women overcome the...
Learn More: https://ladondrahervey.com/

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-ladondra-hervey-author-keynote-speaker-certified-belief-therapist-and-certified-business-coach]]>962influential influencers,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-olivia-summerhill-divorce-financial-consultant-with-the-summerhill-firm--47483842
Learn More: https://www.summerhillfirm.com/

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-olivia-summerhill-divorce-financial-consultant-with-the-summerhill-firm]]>https://api.spreaker.com/episode/47483842Mon, 15 Nov 2021 14:43:03 +0000Mike Saunders, MBAOlivia Summerhill is a Divorce Financial Consultant who discreetly helps affluent women maintain their lifestyle during and post-divorce. Learn More: https://www.summerhillfirm.com/ Influential Influencers with Mike Saunders...
Learn More: https://www.summerhillfirm.com/

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-olivia-summerhill-divorce-financial-consultant-with-the-summerhill-firm]]>1156influential influencers,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-david-decelle-president-of-model-fa-on-a-mission-to-serve-thousands-of-financial-advisors-worldwide--47447069
Learn More: http://www.modelfa.com/

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-david-decelle-president-of-model-fa-on-a-mission-to-serve-thousands-of-financial-advisors-worldwide]]>https://api.spreaker.com/episode/47447069Fri, 12 Nov 2021 19:26:41 +0000Mike Saunders, MBADavid is passionate about helping advisors create a memorable client experience to build a client base of raving fans that willingly and proactively give referrals. Learn More: http://www.modelfa.com/ Influential Influencers with Mike Saunders...
Learn More: http://www.modelfa.com/

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-david-decelle-president-of-model-fa-on-a-mission-to-serve-thousands-of-financial-advisors-worldwide]]>1335influential influencers,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-goran-milic-with-tesla-wealth-management-discussing-financial-and-retirement-literacy-focused-on-social-security--47446968
Goran was always passionate about crunching numbers and explaining math to his non-math friends and family. Throughout his schooling, he has discovered his special gift in his ability to gather scattered information and bring it all together in an organized, well-researched, and actionable way. In addition, he loves to tackle complex financial topics and break them down for a layperson to understand.

While working for a large national firm years ago, Goran realized that a vast amount of the advice given to clients was not aligned with their best interests. So he joined TWM with the conviction that while every client’s situation is unique, there is an optimal solution that perfectly suits each client. It may take more effort and sometimes thinking outside the box, but there is no other way for their team at TWM.

As far as Goran’s education goes, he has a Bachelor’s degree in Actuarial Science from Roosevelt University. He’s also maintaining his Life and Health producer license and the CLTC designation, a certification for Long-Term Care insurance.

When he doesn’t work, Goran loves to spend time with his wife and their two children, enjoying nature and an outdoorsy lifestyle.



Learn More: https://teslawm.com/

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-goran-milic-with-tesla-wealth-management-discussing-financial-and-retirement-literacy-focused-on-social-security]]>https://api.spreaker.com/episode/47446968Fri, 12 Nov 2021 19:19:13 +0000Mike Saunders, MBAGoran Milic grew up in Serbia and moved to the US in his early twenties. Among many other roles, he’s a dad, husband, financial planner, and chief retirement strategist at Tesla Wealth Management. For the last ten years, Goran has been helping people...
Goran was always passionate about crunching numbers and explaining math to his non-math friends and family. Throughout his schooling, he has discovered his special gift in his ability to gather scattered information and bring it all together in an organized, well-researched, and actionable way. In addition, he loves to tackle complex financial topics and break them down for a layperson to understand.

While working for a large national firm years ago, Goran realized that a vast amount of the advice given to clients was not aligned with their best interests. So he joined TWM with the conviction that while every client’s situation is unique, there is an optimal solution that perfectly suits each client. It may take more effort and sometimes thinking outside the box, but there is no other way for their team at TWM.

As far as Goran’s education goes, he has a Bachelor’s degree in Actuarial Science from Roosevelt University. He’s also maintaining his Life and Health producer license and the CLTC designation, a certification for Long-Term Care insurance.

When he doesn’t work, Goran loves to spend time with his wife and their two children, enjoying nature and an outdoorsy lifestyle.



Learn More: https://teslawm.com/

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-goran-milic-with-tesla-wealth-management-discussing-financial-and-retirement-literacy-focused-on-social-security]]>1426influential influencers,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-natalie-grassi-financial-advisor-development-consultant-at-simplicity-scottsdale--47432789
She is experienced in creating marketing plans for top producers and coaches on best practices for delivering seminars and effectively converting clients.

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

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-natalie-grassi-financial-advisor-development-consultant-at-simplicity-scottsdale]]>https://api.spreaker.com/episode/47432789Thu, 11 Nov 2021 22:19:09 +0000Mike Saunders, MBANatalie specializes in helping advisors overcome common challenges in their business and reach their goals more quickly. She is experienced in creating marketing plans for top producers and coaches on best practices for delivering seminars and...
She is experienced in creating marketing plans for top producers and coaches on best practices for delivering seminars and effectively converting clients.

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

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-natalie-grassi-financial-advisor-development-consultant-at-simplicity-scottsdale]]>1323influential influencers,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-greg-hiebert-dennis-o-neil-partners-at-leadershipforward-authors-of-the-bestselling-book-changing-altitude--47413369
https://www.amazon.com/Changing-Altitude-Soar-Your-Leadership-ebook/dp/B09JYW1FJK/

Greg has over 39 years of practicing, studying, teaching and coaching leadership in the public and private sectors at all levels of leadership to include Boards. Following his deep passion for teaching and coaching leadership, Greg started his own consulting company “leadershipForward” in 2002 where he serves as Managing Partner today. The mission is to provide clients with results-focused leadership, education, and development solutions at the senior executive and operational leadership levels.

Over the past 18 years at leadershipForward, Greg and his firm have provided executive and team coaching and development to thousands of executives and hundreds of companies in the private, public and non-profit sectors. Additionally, Greg has become a national speaker and expert on building resilience, greater agility and posttraumatic growth. In 2018 Greg released an Amazon Best Seller entitled, “You Can’t Give What You Don’t Have: Creating the 7 Habits that Make a Remarkable Life”.

In 1981 upon graduation from the United States Military Academy, Greg served in a host of elite Army units to include two assignments with the 82nd Airborne Division where he served as an infantry unit commander and Battalion primary staff officer. Based upon his leadership academic performance, he was selected to teach leadership and organizational change at the United States Military Academy where he earned the highest educator ratings for teacher excellence and selected as the only non-tenured faculty member to teach the Academy’s graduate program on leadership and organizational change while serving as the Program Director for the Academy’s core leadership course.

In 1993, McKinsey & Company, a global strategic consulting firm, recruited Greg to continue his focus on issues of leadership and organizational change in the private sector. BellSouth Telecommunications, a McKinsey Client, recruited Greg to form an internal strategic consulting and organizational transformation group. As a key operational and strategic executive, he led several large-scale organizational change initiatives to include the creation of a $4 billion Small Business unit that included 22 call centers and 2,200 employees serving 1.5 million customers.

In 1998 Greg was recruited away by a start-up competitor to serve as Vice President of Operations where he led a team of network and software engineers that developed and delivered e-business and Internet integration solutions to clients.

In 2000 Greg joined a global executive search firm, Egon Zehnder International, and provided human capital consulting services to clients consisting of senior executive search and assessment, succession planning, leadership development, and organizational effectiveness. In 3 years he conducted over 50 searches at the “C” level serving several Fortune 100 clients. He also implemented several large-scale senior executive assessment projects that provided client CEOs and their Boards with an in-depth assessment of their organization’s senior leadership supply.

On a personal front, Greg’s father was a career Army Officer serving including being a Green Beret. Greg was the 2nd of 6 children and all served in the U.S. military. When one of his brothers retired in 2016 it marked the end of 117 years of his family’s active duty service to the United States. Greg has been married for 39 years to Claudia, a Pediatric Nurse. They have four children, three grandchildren and reside in Atlanta, Georgia.

Dennis O’Neil:
EXECUTIVE / LEADERSHIP CONSULTANT
Dr. Dennis O’Neil is a prominent thought leader, speaker and subject matter expert on executive coaching and leadership development. He has over 25 years of practical leadership experience at the highest levels of Fortune 500 Companies, the White House, the military, and academia as a full Professor of Strategic Leadership. He has been a trusted executive and advisor providing strategic and analytical guidance to public and non-profit boards, CEOs,
senior government and military officials, and multi-national operations. An accomplished executive coach and leadership development expert, Dennis’ speaking and training methods inspire individuals and teams to deliver top-tier performances through one-on-one coaching and team engagements.

He has over 25+ years practical leadership experience in public, private and academic sectors where he has been a trusted advisor providing strategic and analytical guidance to public company boards, CEO’s, and Pentagon Chiefs of Staff.

Dennis earned his PhD in Psychology at Duke University, where his emphasis was on personality and character strength predictors of leadership effectiveness. He also was adjunct professor at Duke’s Corporate Education program; and served as Assistant Professor and led the Department of Behavioral Sciences and Leadership at the U.S. Military Academy, West Point, NY.

Most recently, O’Neil served as an executive at Alcoa / Arconic Inc., a global leader in lightweight metals technology, engineering and manufacturing. Directly advising the Chairman and CEO, as well as Alcoa business and resource units, he provided strategic advice, guidance, coordination and oversight during the founding of Arconic.

He joined Alcoa / Arconic from the Eisenhower School for National and Resource Strategy at the National Defense University, Washington, DC, where he was a Professor of Behavioral Sciences. He served as the Director of Strategic Leadership, Director of the Executive Assessment and Development Program, and Director of the Adaptive and Agile Leaders Networks concentration.
Previously, O’Neil served in the White House for the National Security Division, Office of Management and Budget, Executive Office of the President overseeing more than $10 billion in discretionary outlays. He was also the Executive Director of the White House Performance Improvement Council responsible for implementing the President’s approach to improving interagency performance and accountability.

As a career Army officer, O’Neil served in strategic roles directly supporting the highest levels of Pentagon leadership, including three Chiefs of Staff of the Army. Earlier, his career included experience as an armor officer and Army strategist including combat tours in both Afghanistan and Iraq. He was a faculty member at the U.S. Military Academy at West Point and the U.S. Army Command and General Staff College.

Dennis holds a Ph.D. and M.A. in Psychology from Duke University and a B.S. in Management from the U.S. Military Academy at West Point. He resides with his family in the Washington, DC area.

Learn More: https://leadershipforward.com/

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-greg-hiebert-dennis-oneil-partners-at-leadershipforward-authors-of-the-bestselling-book-changing-altitude]]>https://api.spreaker.com/episode/47413369Wed, 10 Nov 2021 20:04:03 +0000Mike Saunders, MBAChanging Altitude: How to Soar in Your New Leadership Role https://www.amazon.com/Changing-Altitude-Soar-Your-Leadership-ebook/dp/B09JYW1FJK/ Greg has over 39 years of practicing, studying, teaching and coaching leadership in the public and...
https://www.amazon.com/Changing-Altitude-Soar-Your-Leadership-ebook/dp/B09JYW1FJK/

Greg has over 39 years of practicing, studying, teaching and coaching leadership in the public and private sectors at all levels of leadership to include Boards. Following his deep passion for teaching and coaching leadership, Greg started his own consulting company “leadershipForward” in 2002 where he serves as Managing Partner today. The mission is to provide clients with results-focused leadership, education, and development solutions at the senior executive and operational leadership levels.

Over the past 18 years at leadershipForward, Greg and his firm have provided executive and team coaching and development to thousands of executives and hundreds of companies in the private, public and non-profit sectors. Additionally, Greg has become a national speaker and expert on building resilience, greater agility and posttraumatic growth. In 2018 Greg released an Amazon Best Seller entitled, “You Can’t Give What You Don’t Have: Creating the 7 Habits that Make a Remarkable Life”.

In 1981 upon graduation from the United States Military Academy, Greg served in a host of elite Army units to include two assignments with the 82nd Airborne Division where he served as an infantry unit commander and Battalion primary staff officer. Based upon his leadership academic performance, he was selected to teach leadership and organizational change at the United States Military Academy where he earned the highest educator ratings for teacher excellence and selected as the only non-tenured faculty member to teach the Academy’s graduate program on leadership and organizational change while serving as the Program Director for the Academy’s core leadership course.

In 1993, McKinsey & Company, a global strategic consulting firm, recruited Greg to continue his focus on issues of leadership and organizational change in the private sector. BellSouth Telecommunications, a McKinsey Client, recruited Greg to form an internal strategic consulting and organizational transformation group. As a key operational and strategic executive, he led several large-scale organizational change initiatives to include the creation of a $4 billion Small Business unit that included 22 call centers and 2,200 employees serving 1.5 million customers.

In 1998 Greg was recruited away by a start-up competitor to serve as Vice President of Operations where he led a team of network and software engineers that developed and delivered e-business and Internet integration solutions to clients.

In 2000 Greg joined a global executive search firm, Egon Zehnder International, and provided human capital consulting services to clients consisting of senior executive search and assessment, succession planning, leadership development, and organizational effectiveness. In 3 years he conducted over 50 searches at the “C” level serving several Fortune 100 clients. He also implemented several large-scale senior executive assessment projects that provided client CEOs and their Boards with an in-depth assessment of their organization’s senior leadership supply.

On a personal front, Greg’s father was a career Army Officer serving including being a Green Beret. Greg was the 2nd of 6 children and all served in the U.S. military. When one of his brothers retired in 2016 it marked the end of 117 years of his family’s active duty service to the United States. Greg has been married for 39 years to Claudia, a Pediatric Nurse. They have four children, three grandchildren and reside in Atlanta, Georgia.

Dennis O’Neil:
EXECUTIVE / LEADERSHIP CONSULTANT
Dr. Dennis O’Neil is a prominent thought leader, speaker and subject matter expert on executive...]]>1327influential influencers,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-ryan-kugler-owner-president-of-plan-b-distribution--47413241
Ryan was to write and direct his own short-movie in which Mr. Danson and several other Cheers cast members would appear. Several months later, Ryan made good. He directed his first short film, “The Question,” right there on the Paramount Lot, starring none other than Ted Danson, Kirsty Alley, Woody Harrelson and George Wendt.

Soon thereafter, Ryan began working for DVA, Inc. on his summer breaks, and when he completed his schooling, he relocated to Florida to work full-time in the sales division at DVA, Inc. After learning the ropes, he soon moved up to Buyer, and eventually followed that by getting promoted to VP of Purchasing. With his unique blend of creative intuition and operational strength, as well as his exceptional skills in sales, Ryan founded the Closeout Division of DVA, Inc., making DVA, Inc. the largest buyer of closeouts in the Entertainment industry — and selling to the largest retailers across the United States.

In 1998, Ryan opened up offices in Los Angeles to specifically serve the Movie Studios, Music Labels, and Game Publishers. Since then, he has developed relationships with all of the major studios, labels and publishers, helping them with their inventory issues that arise as well as servicing over 350 retail accounts with 25,000 storefronts.

With an account base of over 350 companies, including such retailers as Best Buy, Target, Sear/Kmart, Pep Boys, Staples and more, Ryan has built and grown the Division to 30+ employees, selling over 20 million units per year and generating $20+ million in annual sales.

As a public face for the entertainment industry as well as the overstock world, Ryan routinely appears on both National TV and in print. He has appeared on the CBS Early Show, ABC 7 News in Los Angeles, and on the KTLA Prime Time News. Ryan has also been featured in Entrepreneur Magazine, the Washington Post, the Los Angeles Times, the Los Angeles Business Journal, Moviemaker Magazine and the New York Times.

Ryan has continually lent his voice and vast knowledge of the entertainment industry to conferences and seminars as well as to students. Most recently, Ryan spoke to postgraduates at the Peter F. Drucker & Masotoshi Ito Graduate School of Management at Claremont Graduate University. He also spoke to current students at Art Center College of Design. In addition to speaking at seminars and conferences, Ryan also hosts film seminars which provide practical, real-world advice to filmmakers, actors, producers and anyone else who wants to succeed in the movie production and distribution industry. Ryan recently completed work co-authoring a book with best-selling author Eric Sherman, detailing the ins and outs of film distribution business.

As ever, Ryan remains very busy with all of these endeavors, while also fulfilling his desire to help the community. He is the Executive Director of the Say No to Drugs Race for twelve years running, and serves on the Toluca Lake city council. When asked what he considers his greatest strength, Ryan responded with a few key principles, saying: “Be nice to everyone, always return phone calls, and stay in communication with everyone. Try your hardest to make anything happen.”

Learn More: http://www.ryankugler.com/

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-ryan-kugler-owner-president-of-plan-b-distribution]]>https://api.spreaker.com/episode/47413241Wed, 10 Nov 2021 19:51:50 +0000Mike Saunders, MBARyan was born in Chicago, Illinois and moved to Los Angeles shortly thereafter. Right from the start, Ryan took a strong interest in film and everything surrounding the medium. At the age of 13, Ryan made his way onto several studio lots with the...
Ryan was to write and direct his own short-movie in which Mr. Danson and several other Cheers cast members would appear. Several months later, Ryan made good. He directed his first short film, “The Question,” right there on the Paramount Lot, starring none other than Ted Danson, Kirsty Alley, Woody Harrelson and George Wendt.

Soon thereafter, Ryan began working for DVA, Inc. on his summer breaks, and when he completed his schooling, he relocated to Florida to work full-time in the sales division at DVA, Inc. After learning the ropes, he soon moved up to Buyer, and eventually followed that by getting promoted to VP of Purchasing. With his unique blend of creative intuition and operational strength, as well as his exceptional skills in sales, Ryan founded the Closeout Division of DVA, Inc., making DVA, Inc. the largest buyer of closeouts in the Entertainment industry — and selling to the largest retailers across the United States.

In 1998, Ryan opened up offices in Los Angeles to specifically serve the Movie Studios, Music Labels, and Game Publishers. Since then, he has developed relationships with all of the major studios, labels and publishers, helping them with their inventory issues that arise as well as servicing over 350 retail accounts with 25,000 storefronts.

With an account base of over 350 companies, including such retailers as Best Buy, Target, Sear/Kmart, Pep Boys, Staples and more, Ryan has built and grown the Division to 30+ employees, selling over 20 million units per year and generating $20+ million in annual sales.

As a public face for the entertainment industry as well as the overstock world, Ryan routinely appears on both National TV and in print. He has appeared on the CBS Early Show, ABC 7 News in Los Angeles, and on the KTLA Prime Time News. Ryan has also been featured in Entrepreneur Magazine, the Washington Post, the Los Angeles Times, the Los Angeles Business Journal, Moviemaker Magazine and the New York Times.

Ryan has continually lent his voice and vast knowledge of the entertainment industry to conferences and seminars as well as to students. Most recently, Ryan spoke to postgraduates at the Peter F. Drucker & Masotoshi Ito Graduate School of Management at Claremont Graduate University. He also spoke to current students at Art Center College of Design. In addition to speaking at seminars and conferences, Ryan also hosts film seminars which provide practical, real-world advice to filmmakers, actors, producers and anyone else who wants to succeed in the movie production and distribution industry. Ryan recently completed work co-authoring a book with best-selling author Eric Sherman, detailing the ins and outs of film distribution business.

As ever, Ryan remains very busy with all of these endeavors, while also fulfilling his desire to help the community. He is the Executive Director of the Say No to Drugs Race for twelve years running, and serves on the Toluca Lake city council. When asked what he considers his greatest strength, Ryan responded with a few key principles, saying: “Be nice to everyone, always return phone calls, and stay in communication with everyone. Try your hardest to make anything happen.”

Learn More: http://www.ryankugler.com/

Influential Influencers with...]]>1069influential influencers,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-jamie-bosse-author-of-money-boss-mom-helping-young-parents-be-the-boss-of-their-financial-future--47397992
In 2020, Jamie was named to the Investment News 40 Under 40 list.

Jamie has a passion for mentoring and financial literacy. She is the author of Money Boss Mom, Helping Young Parents Be the “Boss” of Their Financial Future as well as the Milton the Money Savvy Pup Children’s book series. Her financial articles have been featured in the Kansas City Star, KC Parent, The Journal of Financial Planning, The Register, Solutions, and Investment Advisor Magazine.

She holds a bachelor’s degree in Personal Financial Planning from Kansas State University (2004) with a minor in Business Administration. She obtained the Certified Financial PlannerTM certification in 2008. Jamie is an active a member of the Financial Planning Association and International Association of Registered Financial Consultants and has served as a past board member and President of the FPA of Oregon and SW Washington. She is currently on the board for the Greater Kansas City chapter of the Financial Planning Association.

Jamie is enjoying life’s crazy adventures with her husband, four children, and pet corgi. They live in Manhattan, KS and are big fans of BBQ and the K-State Wildcats.
Learn More:

https://aspyrewealth.com

https://www.moneybossmom.com/

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-jamie-bosse-author-of-money-boss-mom-helping-young-parents-be-the-boss-of-their-financial-future]]>https://api.spreaker.com/episode/47397992Tue, 09 Nov 2021 22:00:15 +0000Mike Saunders, MBAJamie works with clients to help them “Master What’s Next” by clarifying their goals, creating a financial plan, and taking action. Jamie helps her clients maneuver through life’s transitions and overcome and anticipate any potential roadblocks along...
In 2020, Jamie was named to the Investment News 40 Under 40 list.

Jamie has a passion for mentoring and financial literacy. She is the author of Money Boss Mom, Helping Young Parents Be the “Boss” of Their Financial Future as well as the Milton the Money Savvy Pup Children’s book series. Her financial articles have been featured in the Kansas City Star, KC Parent, The Journal of Financial Planning, The Register, Solutions, and Investment Advisor Magazine.

She holds a bachelor’s degree in Personal Financial Planning from Kansas State University (2004) with a minor in Business Administration. She obtained the Certified Financial PlannerTM certification in 2008. Jamie is an active a member of the Financial Planning Association and International Association of Registered Financial Consultants and has served as a past board member and President of the FPA of Oregon and SW Washington. She is currently on the board for the Greater Kansas City chapter of the Financial Planning Association.

Jamie is enjoying life’s crazy adventures with her husband, four children, and pet corgi. They live in Manhattan, KS and are big fans of BBQ and the K-State Wildcats.
Learn More:

https://aspyrewealth.com

https://www.moneybossmom.com/

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-jamie-bosse-author-of-money-boss-mom-helping-young-parents-be-the-boss-of-their-financial-future]]>1201influential influencers,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-bryan-daly-founder-of-new-life-financial-alliance-and-fee-based-fiduciary-financial-planner--47337935
Bryan began his career just before BLACK MONDAY on Wall Street on October 19, 1987, and witnessed firsthand how quickly markets can crash dreams.

While working on Wall Street, he gained great respect for the power of the market, both positive and negative. Bryan is an Investment Adviser Representative An official distinction that sets him apart from many financial advisers is that he is a completely independent fiduciary
financial planner. A fiduciary is required to be completely objective when making financial, investment, and planning recommendations.

Bryan works for his clients not for Wall Street. He does not owe allegiance to any brokerage firm, financial product, fund family, or investment. This allows him the freedom to make unbiased, prudent decisions and he MUST put his client's interests above all others. Bryan believes that everyone can have financial security and live a risk free, debt free, tax free, stress
free life with the right coach.

Learn More: https://newlifefinancialalliance.com/ |
https://www.linkedin.com/in/bryandaly | https://nlfadiscoverycall.com/

Insurance: Insurance product guarantees are subject to the claims-paying ability of the issuing company. The adviser is paid commissions on the sale of insurance products. Advisory: Advisory services are offered through Royal Fund Management, LLC, which is registered as an investment adviser with the SEC and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. All investment strategies have the potential for profit or loss.

Changes in investment strategies, contributions or withdrawals, and economic conditions may materially alter the performance of your portfolio. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for a client's investment portfolio. There are no assurances that a client's portfolio will match or outperform any particular benchmark. Tax and legal information provided is general in nature and is subject to change. Always consult an attorney or tax professional regarding your specific legal or tax situation.

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-bryan-daly-founder-of-new-life-financial-alliance-and-fee-based-fiduciary-financial-planner]]>https://api.spreaker.com/episode/47337935Fri, 05 Nov 2021 20:58:20 +0000Mike Saunders, MBABryan is originally from New Jersey and has lived in Florida since 1988. Bryan began his career just before BLACK MONDAY on Wall Street on October 19, 1987, and witnessed firsthand how quickly markets can crash dreams. While working on Wall Street,...
Bryan began his career just before BLACK MONDAY on Wall Street on October 19, 1987, and witnessed firsthand how quickly markets can crash dreams.

While working on Wall Street, he gained great respect for the power of the market, both positive and negative. Bryan is an Investment Adviser Representative An official distinction that sets him apart from many financial advisers is that he is a completely independent fiduciary
financial planner. A fiduciary is required to be completely objective when making financial, investment, and planning recommendations.

Bryan works for his clients not for Wall Street. He does not owe allegiance to any brokerage firm, financial product, fund family, or investment. This allows him the freedom to make unbiased, prudent decisions and he MUST put his client's interests above all others. Bryan believes that everyone can have financial security and live a risk free, debt free, tax free, stress
free life with the right coach.

Learn More: https://newlifefinancialalliance.com/ |
https://www.linkedin.com/in/bryandaly | https://nlfadiscoverycall.com/

Insurance: Insurance product guarantees are subject to the claims-paying ability of the issuing company. The adviser is paid commissions on the sale of insurance products. Advisory: Advisory services are offered through Royal Fund Management, LLC, which is registered as an investment adviser with the SEC and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. All investment strategies have the potential for profit or loss.

Changes in investment strategies, contributions or withdrawals, and economic conditions may materially alter the performance of your portfolio. Different types of investments involve varying degrees of risk, and there can be no assurance that any specific investment or strategy will be suitable or profitable for a client's investment portfolio. There are no assurances that a client's portfolio will match or outperform any particular benchmark. Tax and legal information provided is general in nature and is subject to change. Always consult an attorney or tax professional regarding your specific legal or tax situation.

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-bryan-daly-founder-of-new-life-financial-alliance-and-fee-based-fiduciary-financial-planner]]>1462influential influencers,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-nick-stuller-founder-and-ceo-of-my-perfect-financial-advisor--47337711
Nick is one of the foremost authorities on financial advisors and is a respected and outspoken authority on the financial advisory universe. Prior, he was the founding CEO of the two largest financial advisor database companies in the U.S., Discovery Data and Meridian-IQ. He hired and led teams that built the most inclusive web-based directories, which include deep data and intelligence on the two million U.S. financial and insurance advisors. The nation’s largest advisory firms, mutual funds, and insurance carriers have relied upon his companies to understand the financial advisor community.

In 1985, Stuller began his career at Shearson Lehman Hutton (now Morgan Stanley). When he left the firm as a financial advisor, he began a successful career selling to financial advisors at firms such as Waterhouse Securities (now TD Ameritrade) and National Regulatory Services (acquired by the Thomson Company). Stuller subsequently built sales teams to dramatically increase revenues at the various firms he worked for.

Stuller is a widely respected expert on financial advisors and has been quoted extensively by the print and digital media, including The New York Times, Dow Jones, Reuters, and Yahoo, and interviewed by the broadcast media including NBC, CBS, PBS, and others.

Learn More: https://myperfectfinancialadvisor.com/

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-nick-stuller-founder-and-ceo-of-my-perfect-financial-advisor]]>https://api.spreaker.com/episode/47337711Fri, 05 Nov 2021 20:43:24 +0000Mike Saunders, MBANick is a 30 year veteran of financial services. Over the past 15 years Nick was the CEO and co-founder of the two largest advisor directory businesses, and in 2018 authored a book on how to find a financial advisor: “THE TRUTH SHALL SET YOUR WALLET...
Nick is one of the foremost authorities on financial advisors and is a respected and outspoken authority on the financial advisory universe. Prior, he was the founding CEO of the two largest financial advisor database companies in the U.S., Discovery Data and Meridian-IQ. He hired and led teams that built the most inclusive web-based directories, which include deep data and intelligence on the two million U.S. financial and insurance advisors. The nation’s largest advisory firms, mutual funds, and insurance carriers have relied upon his companies to understand the financial advisor community.

In 1985, Stuller began his career at Shearson Lehman Hutton (now Morgan Stanley). When he left the firm as a financial advisor, he began a successful career selling to financial advisors at firms such as Waterhouse Securities (now TD Ameritrade) and National Regulatory Services (acquired by the Thomson Company). Stuller subsequently built sales teams to dramatically increase revenues at the various firms he worked for.

Stuller is a widely respected expert on financial advisors and has been quoted extensively by the print and digital media, including The New York Times, Dow Jones, Reuters, and Yahoo, and interviewed by the broadcast media including NBC, CBS, PBS, and others.

Learn More: https://myperfectfinancialadvisor.com/

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-nick-stuller-founder-and-ceo-of-my-perfect-financial-advisor]]>1115influential influencers,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-dr-virginia-leblanc-the-pivot-maestro-next-steps-for-vets--47334903
She is a highly sought after and well-respected multi-disciplinary expert and international thought leader purposed to heal from the inside out, rebuild, and transform lives by helping clients think without a box and connect the dots.
DocV’s passion for transformation through transition led her to the founding of the heart-centered company Defining Paths, where she is in the business of putting YOU back in business through her Next Steps Coaching, Consulting, and Training programs. Her gift is as an intercessor for women, active-duty military, and veterans meeting you where you are and serving as a catalyst and bridge to take you where you were meant to be.

Dr. LeBlanc’s experience spans business, government, higher education, the performing arts, and not-for-profit sectors serving entities as the Department of the Navy, Booz Allen Hamilton, Indiana University, and the National Pan-Hellenic Council, Inc. An author, speaker, singer, coach, consultant, trainer, and educator, she possesses over 25 years’ experience and a portfolio of diverse competencies and skills honed and leveraged through divergent thinking.
DocV is the international best-selling author of Love the Skin YOU’RE In: How to

Conquer Life Through Divergent Thinking, her autobiographical love-letter to society on mindsets, thought processes, facing fears, and defining your path to purpose to conquer in life, love, leadership, and business. Her next installment in the developing series is Love the Skin YOU’RE In for the Warfighter, due out Veteran’s Day, November 11, 2021

Learn More: https://definingpaths.online/

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-dr-virginia-leblanc-the-pivot-maestro-next-steps-for-vets]]>https://api.spreaker.com/episode/47334903Fri, 05 Nov 2021 17:35:23 +0000Mike Saunders, MBADr. Virginia LeBlanc (DocV, as she is called) is a star on the global scene across industries, mastering the art of the pivot. She is a highly sought after and well-respected multi-disciplinary expert and international thought leader purposed to...
She is a highly sought after and well-respected multi-disciplinary expert and international thought leader purposed to heal from the inside out, rebuild, and transform lives by helping clients think without a box and connect the dots.
DocV’s passion for transformation through transition led her to the founding of the heart-centered company Defining Paths, where she is in the business of putting YOU back in business through her Next Steps Coaching, Consulting, and Training programs. Her gift is as an intercessor for women, active-duty military, and veterans meeting you where you are and serving as a catalyst and bridge to take you where you were meant to be.

Dr. LeBlanc’s experience spans business, government, higher education, the performing arts, and not-for-profit sectors serving entities as the Department of the Navy, Booz Allen Hamilton, Indiana University, and the National Pan-Hellenic Council, Inc. An author, speaker, singer, coach, consultant, trainer, and educator, she possesses over 25 years’ experience and a portfolio of diverse competencies and skills honed and leveraged through divergent thinking.
DocV is the international best-selling author of Love the Skin YOU’RE In: How to

Conquer Life Through Divergent Thinking, her autobiographical love-letter to society on mindsets, thought processes, facing fears, and defining your path to purpose to conquer in life, love, leadership, and business. Her next installment in the developing series is Love the Skin YOU’RE In for the Warfighter, due out Veteran’s Day, November 11, 2021

Learn More: https://definingpaths.online/

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-dr-virginia-leblanc-the-pivot-maestro-next-steps-for-vets]]>1238influential influencers,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-patty-kreamer-owner-of-productivity-uncorked-coach-for-financial-advisors--47334769
Patty is known for creating efficiency with work space, email, time, and attention. Through her work, Patty guides her clients to reconnect with what’s most important and go from saying things like “I am completely overwhelmed at work and never see my family” to “I’m finally in control of my days, I love my work again and I never miss my kids games or plays.”

Patty is a Certified Professional Organizer and Productivity Coach. She is the co-author of the Amazon Best-Seller A Woman’s Way: Empowering Female Financial Advisors to Authentically Lead and Flourish in a Man’s World and author of But I Might Need It Someday and The Power of Simplicity as well as co-author of Success Simplified with the late Stephen Covey. Patty was the Founding President of the National Association of Professional Organizers – Pittsburgh chapter and Past President of The National Speakers Association – Pittsburgh chapter. Patty was named Women’s Business Network’s Woman of the Year, one of Pennsylvania’s Best 50 Women in Business and a Pittsburgh Fastracker.

As a nationally sought-after speaker, Patty is passionate, dynamic, and engaging. She is best known for her sense of humor, high energy, real-life success stories, and practical, useful information. Her edutainment style is a crowd-pleaser, often having her return time and time again.

She has personally improved the productivity and organization of thousands of lives through her written words, coaching and speaking.

As a kid, Patty would alphabetize her Halloween candy from Almond Joy to Zagnut in shoe boxes. This carried her on to successfully running a professional organizing firm for 15 years and now Productivity Uncorked. Before that, she was a teaching golf professional in the LPGA.

Fast paced all her life, Patty loved anything that was on wheels…skateboards, her Big Wheel, roller skates, roller blades, scooters, bicycles, unicycles, motorcycles, mini-bikes, you name it. Today, you’ll find Patty outdoors on her riding mower, fishing in her kayak, cross country skiing, reading or taking in some fresh air on a long walk.

Learn More: http://www.productivityuncorked.com/

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-patty-kreamer-owner-of-productivity-uncorked-coach-for-financial-advisors]]>https://api.spreaker.com/episode/47334769Fri, 05 Nov 2021 17:28:43 +0000Mike Saunders, MBAAs a productivity coach for financial advisors, Patty works with her clients to gain control of their life and time. She helps them to create the vision of what they want their life to look like and then make that vision a reality. Through her...
Patty is known for creating efficiency with work space, email, time, and attention. Through her work, Patty guides her clients to reconnect with what’s most important and go from saying things like “I am completely overwhelmed at work and never see my family” to “I’m finally in control of my days, I love my work again and I never miss my kids games or plays.”

Patty is a Certified Professional Organizer and Productivity Coach. She is the co-author of the Amazon Best-Seller A Woman’s Way: Empowering Female Financial Advisors to Authentically Lead and Flourish in a Man’s World and author of But I Might Need It Someday and The Power of Simplicity as well as co-author of Success Simplified with the late Stephen Covey. Patty was the Founding President of the National Association of Professional Organizers – Pittsburgh chapter and Past President of The National Speakers Association – Pittsburgh chapter. Patty was named Women’s Business Network’s Woman of the Year, one of Pennsylvania’s Best 50 Women in Business and a Pittsburgh Fastracker.

As a nationally sought-after speaker, Patty is passionate, dynamic, and engaging. She is best known for her sense of humor, high energy, real-life success stories, and practical, useful information. Her edutainment style is a crowd-pleaser, often having her return time and time again.

She has personally improved the productivity and organization of thousands of lives through her written words, coaching and speaking.

As a kid, Patty would alphabetize her Halloween candy from Almond Joy to Zagnut in shoe boxes. This carried her on to successfully running a professional organizing firm for 15 years and now Productivity Uncorked. Before that, she was a teaching golf professional in the LPGA.

Fast paced all her life, Patty loved anything that was on wheels…skateboards, her Big Wheel, roller skates, roller blades, scooters, bicycles, unicycles, motorcycles, mini-bikes, you name it. Today, you’ll find Patty outdoors on her riding mower, fishing in her kayak, cross country skiing, reading or taking in some fresh air on a long walk.

Learn More: http://www.productivityuncorked.com/

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-patty-kreamer-owner-of-productivity-uncorked-coach-for-financial-advisors]]>1437influential influencers,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-aaron-witten-cfp-certified-kingdom-advisor-founder-of-witten-financial-services--47296172
At age 10, he started his first business selling baseball, football, and other trading cards. During college, Aaron repaired the computers of his fellow classmates.
With every early endeavor, he found a way to pair high quality service with his personal interests, resulting in a winning combination.

Aaron entered the financial services industry in October 1999 and focused on selling securities and insurance to clients. He was named salesman of the month at his local branch multiple times.

Even with his success, Aaron’s desire to learn and try new things compelled him to seek out additional opportunities outside of the financial industry.

While continuing to serve his existing financial clients, Aaron launched a new business, GameStation, Inc. GameStation built custom dice for individuals and businesses – the business continually grew until 2014, when Aaron voluntarily closed the doors to focus solely on his financial clients.

Today, Witten Financial Services helps solve clients’ financial concerns. From the simple to the complex and everything in between, Aaron’s patience, kindness, and passion for service allow clients to feel safe knowing that he is working in their best interest. Aaron is also a regular presenter and tradeshow attendee at gaming events across the country.

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

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-aaron-witten-cfp-certified-kingdom-advisor-founder-of-witten-financial-services]]>https://api.spreaker.com/episode/47296172Wed, 03 Nov 2021 18:31:30 +0000Mike Saunders, MBAEntrepreneurial from an early age, Aaron Witten, founder of Witten Financial Services, has always found a way to serve others while pursuing his passions and interests. At age 10, he started his first business selling baseball, football, and other...
At age 10, he started his first business selling baseball, football, and other trading cards. During college, Aaron repaired the computers of his fellow classmates.
With every early endeavor, he found a way to pair high quality service with his personal interests, resulting in a winning combination.

Aaron entered the financial services industry in October 1999 and focused on selling securities and insurance to clients. He was named salesman of the month at his local branch multiple times.

Even with his success, Aaron’s desire to learn and try new things compelled him to seek out additional opportunities outside of the financial industry.

While continuing to serve his existing financial clients, Aaron launched a new business, GameStation, Inc. GameStation built custom dice for individuals and businesses – the business continually grew until 2014, when Aaron voluntarily closed the doors to focus solely on his financial clients.

Today, Witten Financial Services helps solve clients’ financial concerns. From the simple to the complex and everything in between, Aaron’s patience, kindness, and passion for service allow clients to feel safe knowing that he is working in their best interest. Aaron is also a regular presenter and tradeshow attendee at gaming events across the country.

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

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-aaron-witten-cfp-certified-kingdom-advisor-founder-of-witten-financial-services]]>1546influential influencers,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-brandon-galici-founder-of-galici-financial-discussing-his-blueprint-maximize-life-today-plan-for-tomorrow--47223336
He has been a financial advisor since 2018 and is passionate about helping his clients maximize their lives today while planning for their future.

He has also been blessed to serve on the Kingdom Driven Entrepreneur mentor team since the fall of 2019 and loves encouraging fellow kingdom business owners to walk out their God-given calling.

Brandon lives in San Juan Capistrano, California with his beautiful wife Amanda, and loves golfing, working out, mountain biking, and making craft coffee at home.

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

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-brandon-galici-founder-of-galici-financial-discussing-his-blueprint-maximize-life-today-plan-for-tomorrow]]>https://api.spreaker.com/episode/47223336Fri, 29 Oct 2021 20:54:49 +0000Mike Saunders, MBABrandon runs an investment management and comprehensive financial planning firm serving clients locally in Southern California and virtually throughout the country. He has been a financial advisor since 2018 and is passionate about helping his...
He has been a financial advisor since 2018 and is passionate about helping his clients maximize their lives today while planning for their future.

He has also been blessed to serve on the Kingdom Driven Entrepreneur mentor team since the fall of 2019 and loves encouraging fellow kingdom business owners to walk out their God-given calling.

Brandon lives in San Juan Capistrano, California with his beautiful wife Amanda, and loves golfing, working out, mountain biking, and making craft coffee at home.

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

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-brandon-galici-founder-of-galici-financial-discussing-his-blueprint-maximize-life-today-plan-for-tomorrow]]>1335influential influencers,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-frank-maselli-dynamic-entertaining-speaker-trainer-in-the-financial-services-industry--47222828
Frank is a former US Army officer, a Ph.D. in Psychology and a four-decade Wall Street veteran. He’s been a top advisor, manager of the #1 complex at a major national brokerage firm, and the National Sales Manager for one of the largest and most successful asset manager in the world.

In 2006, Frank started his own training firm out of a deep passion to help advisors, wholesalers and managers develop the new skills needed for success in today’s changing industry. He has written three best-selling books including the groundbreaking Referrals The Professional Way, SEMINARS: The Emotional Dynamic, and 40 Tips for the Under 40 Advisor.

Frank’s training programs give people modern skills, specific tools, and the genuine passion needed to thrive in this hyper-competitive environment. His audience will laugh, learn and leave prepared and eager to make positive changes in their business and their lives.

He has a unique way of blending advanced business tactics with an inspirational vision. His experience and ideas resonate with the top professionals in our industry and he brings intensity, genuineness and massive credibility to any conference agenda.

Frank is a member of The National Speakers Association and Mensa. A native New Yorker, Frank now lives in Raleigh, NC with his wife and two daughters.

Learn More: http://www.maselligroup.com

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-frank-maselli-dynamic-entertaining-speaker-trainer-in-the-financial-services-industry]]>https://api.spreaker.com/episode/47222828Fri, 29 Oct 2021 20:17:01 +0000Mike Saunders, MBAFrank is a recognized expert in helping professionals reach new levels of success and he does it with tremendous insight, warmth and humor that have earned him “top speaker” acclaim at industry conferences for over a decade. Frank is a former US...
Frank is a former US Army officer, a Ph.D. in Psychology and a four-decade Wall Street veteran. He’s been a top advisor, manager of the #1 complex at a major national brokerage firm, and the National Sales Manager for one of the largest and most successful asset manager in the world.

In 2006, Frank started his own training firm out of a deep passion to help advisors, wholesalers and managers develop the new skills needed for success in today’s changing industry. He has written three best-selling books including the groundbreaking Referrals The Professional Way, SEMINARS: The Emotional Dynamic, and 40 Tips for the Under 40 Advisor.

Frank’s training programs give people modern skills, specific tools, and the genuine passion needed to thrive in this hyper-competitive environment. His audience will laugh, learn and leave prepared and eager to make positive changes in their business and their lives.

He has a unique way of blending advanced business tactics with an inspirational vision. His experience and ideas resonate with the top professionals in our industry and he brings intensity, genuineness and massive credibility to any conference agenda.

Frank is a member of The National Speakers Association and Mensa. A native New Yorker, Frank now lives in Raleigh, NC with his wife and two daughters.

Learn More: http://www.maselligroup.com

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-frank-maselli-dynamic-entertaining-speaker-trainer-in-the-financial-services-industry]]>977influential influencers,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-tom-stefaniak-certified-financial-planner-cfp-president-of-pinnacle-wealth-management-discussing-managing-life-s-transit--47206662
Tom started his career as a Financial Planner with IDS/American Express in 1987. He quickly rose to the level of District Manager and received numerous awards for client service. In 1998 he became an independent Financial Advisor when he opened Pinnacle Wealth Management with Joanne Gipple. After more than 30 years in the business, Tom can still confidently say that he loves his job, and he found his true calling.

Tom graduated from the University of Wisconsin-Milwaukee with a double major in Real Estate and Finance in the School of Business Administration. He earned his CFP® designation in 1990. He is a member of the Financial Planning Association. A lifelong learner, he has continued his education through industry classes and leadership programs.

Tom is married and has three adult children. He enjoys helping his children with their pursuits as they are transitioning to adulthood. Whenever he has a spare moment Tom can be found on the golf course. He also enjoys travel when his schedule allows it. One of his favorite destinations is Wisconsin, his home state and home to most of his 9 brothers and sisters and many other family members.

Fun Fact: Tom is featured as a character in a Star Trek novel, Old Wounds. If you are a fan, check it out sometime.

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





Investment Advisory Services offered through Pinnacle Wealth Management, a Registered Investment Advisor.
Pinnacle Wealth Management is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment related information, publications, and links. Accordingly, the publication of Pinnacle Wealth Management’s web site on the Internet should not be construed by any consumer and/or prospective client as Pinnacle Wealth Management’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Pinnacle Wealth Management with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Pinnacle Wealth Management, please contact the SEC, or the state securities regulators for those states in which Pinnacle Wealth Management maintains a filing. A copy of Pinnacle Wealth Management’s current written disclosure statement discussing Pinnacle Wealth Management’s business operations, service, and fees is available from Pinnacle Wealth Management upon written request. Pinnacle Wealth Management does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Pinnacle Wealth Management’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly


Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-tom-stefaniak-certified-financial-planner-cfp-president-of-pinnacle-wealth-management-discussing-managing-lifes-transitions]]>https://api.spreaker.com/episode/47206662Thu, 28 Oct 2021 22:43:45 +0000Mike Saunders, MBATom built Pinnacle Wealth to be a firm that values relationships above all. Tom loves meeting with clients and building a relationship that goes far beyond finances. This allows him to help you aim toward your personal and financial goals. He helps...
Tom started his career as a Financial Planner with IDS/American Express in 1987. He quickly rose to the level of District Manager and received numerous awards for client service. In 1998 he became an independent Financial Advisor when he opened Pinnacle Wealth Management with Joanne Gipple. After more than 30 years in the business, Tom can still confidently say that he loves his job, and he found his true calling.

Tom graduated from the University of Wisconsin-Milwaukee with a double major in Real Estate and Finance in the School of Business Administration. He earned his CFP® designation in 1990. He is a member of the Financial Planning Association. A lifelong learner, he has continued his education through industry classes and leadership programs.

Tom is married and has three adult children. He enjoys helping his children with their pursuits as they are transitioning to adulthood. Whenever he has a spare moment Tom can be found on the golf course. He also enjoys travel when his schedule allows it. One of his favorite destinations is Wisconsin, his home state and home to most of his 9 brothers and sisters and many other family members.

Fun Fact: Tom is featured as a character in a Star Trek novel, Old Wounds. If you are a fan, check it out sometime.

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





Investment Advisory Services offered through Pinnacle Wealth Management, a Registered Investment Advisor.
Pinnacle Wealth Management is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment related information, publications, and links. Accordingly, the publication of Pinnacle Wealth Management’s web site on the Internet should not be construed by any consumer and/or prospective client as Pinnacle Wealth Management’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Pinnacle Wealth Management with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Pinnacle Wealth Management, please contact the SEC, or the state securities regulators for those states in which Pinnacle Wealth Management maintains a filing. A copy of Pinnacle Wealth Management’s current written disclosure statement discussing Pinnacle Wealth Management’s business operations, service, and fees is available from Pinnacle Wealth Management upon written request. Pinnacle Wealth Management does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Pinnacle Wealth Management’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly


Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: 1505influential influencers,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-joshua-lindsey-managing-partner-of-american-business-brokers--47204230
All inquiries and meetings regarding the sale of your business are kept confidential and can be scheduled at your convenience, including in the evenings or on weekends. All prospective buyers will be required to sign a Non-Disclosure Agreement which prevents them from penalty.

Joshua Lindsey has a bachelor’s in Business Administration and an Executive Leadership Certificate from Cornell University’s prestigious Johnson School of Business. During the past 12 years in Mergers and Acquisitions, Mr. Lindsey took one of his personal companies public in 2006 and has sold more than $97 million in small businesses in the past 3 years. Mr. Lindsey also owns and manages PHX Private Equity Inc. PHX specifically purchases businesses Nationwide with private capital. This allows you to talk directly to someone who can buy your business today.

No other Brokerage has its own Equity / Capital Group that will purchase your business. This model is what makes ABB & Joshua Lindsey so successful……WE BUY AND SELL BUSINESSES !!!

In 2014 Mr. Lindsey was featured in the book ” Entrepreneur on Fire” sold in Barnes & Noble and Amazon. In 2015 Mr. Lindsey was awarded by Utah Business Magazine ” Top 40 under 40″ Business Executive.

http://americanbizbrokers.com/blog/?p=1442017

Mr. Lindsey and ABB were honored at #89 in the Inc. 500 fastest growing companies in America!

https://www.inc.com/profile/american-business-brokers

Mr. Lindsey’s exceptional business acumen has allowed him to position and sell businesses from $100,000 to $50,000,000.

Learn More: https://americanbizbrokers.com/

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-joshua-lindsey-managing-partner-of-american-business-brokers]]>https://api.spreaker.com/episode/47204230Thu, 28 Oct 2021 19:45:05 +0000Mike Saunders, MBAHere’s what we can do for you: Educate you in the process of selling your business. For many people, selling a business is not an event that occurs often. It’s an intimidating process, and it must be done correctly. We will educate you in the process...
All inquiries and meetings regarding the sale of your business are kept confidential and can be scheduled at your convenience, including in the evenings or on weekends. All prospective buyers will be required to sign a Non-Disclosure Agreement which prevents them from penalty.

Joshua Lindsey has a bachelor’s in Business Administration and an Executive Leadership Certificate from Cornell University’s prestigious Johnson School of Business. During the past 12 years in Mergers and Acquisitions, Mr. Lindsey took one of his personal companies public in 2006 and has sold more than $97 million in small businesses in the past 3 years. Mr. Lindsey also owns and manages PHX Private Equity Inc. PHX specifically purchases businesses Nationwide with private capital. This allows you to talk directly to someone who can buy your business today.

No other Brokerage has its own Equity / Capital Group that will purchase your business. This model is what makes ABB & Joshua Lindsey so successful……WE BUY AND SELL BUSINESSES !!!

In 2014 Mr. Lindsey was featured in the book ” Entrepreneur on Fire” sold in Barnes & Noble and Amazon. In 2015 Mr. Lindsey was awarded by Utah Business Magazine ” Top 40 under 40″ Business Executive.

http://americanbizbrokers.com/blog/?p=1442017

Mr. Lindsey and ABB were honored at #89 in the Inc. 500 fastest growing companies in America!

https://www.inc.com/profile/american-business-brokers

Mr. Lindsey’s exceptional business acumen has allowed him to position and sell businesses from $100,000 to $50,000,000.

Learn More: https://americanbizbrokers.com/

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-joshua-lindsey-managing-partner-of-american-business-brokers]]>1084influential influencers,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-eszylfie-taylor-founder-and-president-of-taylor-insurance-and-financial-services--47187882
Mr. Taylor has been a Million Dollar Round Table Top of the Table producer since 2011, which places him in the top 1% of advisors worldwide.

In 2015, he was the recipient of NAIFA’s Advisor Today Top 4 Under Forty award. In 2018, he was featured as THE financial advisor in a national LinkedIn commercial campaign called “In it together.”

Through all the success, Eszylfie has continued to contribute to his community. He currently sits on the board of three non-profit organizations dedicated to business empowerment, children’s’ health, and social services. Since 2003, his own nonprofit, Future Stars, has been hosting a basketball camp for underserved youth in the community, instilling in them the tools he uses to achieve success: hard work, perseverance, integrity, and sacrifice.

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

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-eszylfie-taylor-founder-and-president-of-taylor-insurance-and-financial-services]]>https://api.spreaker.com/episode/47187882Wed, 27 Oct 2021 22:00:14 +0000Mike Saunders, MBAEszylfie serves as financial advisor to individuals, business owners, athletes, celebrities, and high net worth families. He attended Concordia University on a basketball scholarship and graduated Magna Cum Laude with a Bachelor’s Degree in Business...
Mr. Taylor has been a Million Dollar Round Table Top of the Table producer since 2011, which places him in the top 1% of advisors worldwide.

In 2015, he was the recipient of NAIFA’s Advisor Today Top 4 Under Forty award. In 2018, he was featured as THE financial advisor in a national LinkedIn commercial campaign called “In it together.”

Through all the success, Eszylfie has continued to contribute to his community. He currently sits on the board of three non-profit organizations dedicated to business empowerment, children’s’ health, and social services. Since 2003, his own nonprofit, Future Stars, has been hosting a basketball camp for underserved youth in the community, instilling in them the tools he uses to achieve success: hard work, perseverance, integrity, and sacrifice.

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

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-eszylfie-taylor-founder-and-president-of-taylor-insurance-and-financial-services]]>1150influential influencers,mike saundersfalsefullhttps://www.spreaker.com/episode/intrerview-with-joshua-b-lee-founder-and-ceo-of-standout-authority--47167596
I’m an entrepreneur, business owner, author, coach, marketer and a very blessed husband and father.

Way back in 2003 I built my career in online marketing with clients like MySpace and Google with advertising spends of over a half a billion dollars, which generated over 35 Trillion online impressions for these companies.

I’ve been lucky enough to build 16 companies in my career from online marketing to coaching to web design and more.

But that’s not my real passion. My real passion is creating lasting, meaningful and most importantly HUMAN connections. I’ve created StandOut Authority so I can work with entrepreneurs like you to help you humanize your professional or company brand on LinkedIn using authentic, inspirational engagement with your clients or audience.

I think it’s one of the most important things anyone can do in their business to truly build long-term and lasting relationships that flourish.

I genuinely believe there is NO B2B or B2C just Human to human connections, and I want to show you how to do exactly that!

I also believe there’s no such thing as work-life “balance” only an integrated life built on a foundation of vision, relationships, passion and business.

Learn More: https://standoutauthority.com/

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/intrerview-with-joshua-b-lee-founder-and-ceo-of-standout-authority]]>https://api.spreaker.com/episode/47167596Tue, 26 Oct 2021 20:03:18 +0000Mike Saunders, MBAThey call me “The Dopamine Dealer of LinkedIn” and I’m proud of that nickname. I’m an entrepreneur, business owner, author, coach, marketer and a very blessed husband and father. Way back in 2003 I built my career in online marketing with...
I’m an entrepreneur, business owner, author, coach, marketer and a very blessed husband and father.

Way back in 2003 I built my career in online marketing with clients like MySpace and Google with advertising spends of over a half a billion dollars, which generated over 35 Trillion online impressions for these companies.

I’ve been lucky enough to build 16 companies in my career from online marketing to coaching to web design and more.

But that’s not my real passion. My real passion is creating lasting, meaningful and most importantly HUMAN connections. I’ve created StandOut Authority so I can work with entrepreneurs like you to help you humanize your professional or company brand on LinkedIn using authentic, inspirational engagement with your clients or audience.

I think it’s one of the most important things anyone can do in their business to truly build long-term and lasting relationships that flourish.

I genuinely believe there is NO B2B or B2C just Human to human connections, and I want to show you how to do exactly that!

I also believe there’s no such thing as work-life “balance” only an integrated life built on a foundation of vision, relationships, passion and business.

Learn More: https://standoutauthority.com/

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/intrerview-with-joshua-b-lee-founder-and-ceo-of-standout-authority]]>1383influential influencers,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-randy-crabtree-co-founder-and-partner-of-tri-merit-specialty-tax-professionals--47070659
Since 2019, he has hosted the bi-weekly “The Unique CPA,” podcast, which ranks among the world’s 10% most popular programs (Source: Listen Score). You can find articles from Randy in Accounting Today’s Voices column, the AICPA Tax Adviser and he is a regular presenter at conferences and virtual training events hosted by CPA Associations, state societies, industry groups and top 400 CPA firms across the country.

Schaumburg, Illinois-based Tri-Merit is a niche professional services firm that specializes in helping CPAs and their clients benefit from tax credits and incentives including R&D tax credits, cost segregation, energy-efficient incentives (179D and 45L), and the employee retention credit (ERC).

Learn More: https://tri-merit.com/

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-randy-crabtree-co-founder-and-partner-of-tri-merit-specialty-tax-professionals]]>https://api.spreaker.com/episode/47070659Wed, 20 Oct 2021 22:58:09 +0000Mike Saunders, MBARandy is a widely followed author, lecturer and podcast host for the accounting profession. Since 2019, he has hosted the bi-weekly “The Unique CPA,” podcast, which ranks among the world’s 10% most popular programs (Source: Listen Score). You can...
Since 2019, he has hosted the bi-weekly “The Unique CPA,” podcast, which ranks among the world’s 10% most popular programs (Source: Listen Score). You can find articles from Randy in Accounting Today’s Voices column, the AICPA Tax Adviser and he is a regular presenter at conferences and virtual training events hosted by CPA Associations, state societies, industry groups and top 400 CPA firms across the country.

Schaumburg, Illinois-based Tri-Merit is a niche professional services firm that specializes in helping CPAs and their clients benefit from tax credits and incentives including R&D tax credits, cost segregation, energy-efficient incentives (179D and 45L), and the employee retention credit (ERC).

Learn More: https://tri-merit.com/

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-randy-crabtree-co-founder-and-partner-of-tri-merit-specialty-tax-professionals]]>1197influential influencers,mike saundersfalsefullhttps://www.spreaker.com/episode/dr-ginger-bratzel-marketing-strategist-helping-healthcare-providers-service-based-businesses-attract-ideal-clients-patients--46978012business growth. From Ginger’s own success, soon health care providers and other service providers from around the country were asking her to work with them in their businesses, too, And she quickly began coaching private clients on how to do it, as well. Ginger was invited to consult and be the lead coach for one of the largest healthcare marketing companies in the nation to their top-level clients teaching them her proven step-by-step program to show owners exactly how to attract more of the right kind of patients, clients, and customers. Ginger is known for her “no holds barred and shoot straight from the hip” approach to business growth as well as getting and keeping clients.

Learn More: https://gingerbratzel.com/standout

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/dr-ginger-bratzel-marketing-strategist-helping-healthcare-providers-service-based-businesses-attract-ideal-clients-patients]]>https://api.spreaker.com/episode/46978012Thu, 14 Oct 2021 18:38:19 +0000Mike Saunders, MBAGinger started her professional career as a dentist where she developed systems and strategies to increase patient and client attraction to create business growth. From Ginger’s own success, soon health care providers and other service providers from...business growth. From Ginger’s own success, soon health care providers and other service providers from around the country were asking her to work with them in their businesses, too, And she quickly began coaching private clients on how to do it, as well. Ginger was invited to consult and be the lead coach for one of the largest healthcare marketing companies in the nation to their top-level clients teaching them her proven step-by-step program to show owners exactly how to attract more of the right kind of patients, clients, and customers. Ginger is known for her “no holds barred and shoot straight from the hip” approach to business growth as well as getting and keeping clients.

Learn More: https://gingerbratzel.com/standout

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/dr-ginger-bratzel-marketing-strategist-helping-healthcare-providers-service-based-businesses-attract-ideal-clients-patients]]>1118influential influencers,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-john-j-duddy-president-of-strategic-tax-and-insurance-services-inc--46977878
John’s passion is people; and helping them discover the peace of mind that can only come from a secure financial future. His strategies aim to ensure that people don’t outlive their money, and that they can enjoy the retirement that they expect, and the retirement that they deserve. He works closely with professionals of other financial specialties to plan for all phases of his clients’ lifetimes and often times his client’s children, and even grandchildren. This includes an estate planning component that ensures a clients’ finances are organized correctly to put their loved ones in the best position after they pass away.

Don’t spend your retirement life worrying about running out of money. John focuses on helping people protect the money that they’ve earned. He designs a distribution and income plan to allow them to use that money for the rest of their lives; taking them into and through retirement. When you work with John and his team, you can rest assured that no stone has been left unturned, and no question left unanswered. They look at your entire financial picture, even pieces you’ve never thought to review. John and his team ensure that your plan leads you to the future you feel comfortable with.

If you are headed into retirement or are already there; and concerned that you aren’t getting the most out of your money; Strategic Tax & Insurance Services, Inc. invites you to have a conversation. They have been “Helping People Retire On Their Own Terms Since 1975”, and are committed to continuing this tradition in the future.
Learn More: https://www.strategicduddy.com/



Investment advisory services are offered through Fusion Capital Management, an SEC registered investment advisor. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration is not an endorsement of the firm by the commission and does not mean that the advisor has attained a specific level of skill or ability. All investment strategies have the potential for profit or loss.

This content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and they should not be considered a solicitation for the purchase or sale of any security.

Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. The return and principal value of investments will fluctuate as market conditions change. When sold, investments may be worth more or less than their original cost.

Forecasts or forward-looking statements are based on assumptions, may not materialize, and are subject to revision without notice.

Different types of investments involve higher and lower levels of risk. There is no guarantee that a specific investment or strategy will be suitable or profitable for an investor’s portfolio. There are no assurances that a portfolio will match or exceed any particular benchmark.

Investment adviser representatives may recommend the purchase of insurance products in their separate capacities as insurance agents and will receive additional compensation for these transactions.

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-john-j-duddy-president-of-strategic-tax-and-insurance-services-inc]]>https://api.spreaker.com/episode/46977878Thu, 14 Oct 2021 18:25:27 +0000Mike Saunders, MBAThere is much that is uncertain about the financial world, but at Strategic Tax & Insurance Services, Inc., that uncertainty is combatted by invaluable experience. With over 40 years of this experience as an advisor, John Duddy helps his clients...
John’s passion is people; and helping them discover the peace of mind that can only come from a secure financial future. His strategies aim to ensure that people don’t outlive their money, and that they can enjoy the retirement that they expect, and the retirement that they deserve. He works closely with professionals of other financial specialties to plan for all phases of his clients’ lifetimes and often times his client’s children, and even grandchildren. This includes an estate planning component that ensures a clients’ finances are organized correctly to put their loved ones in the best position after they pass away.

Don’t spend your retirement life worrying about running out of money. John focuses on helping people protect the money that they’ve earned. He designs a distribution and income plan to allow them to use that money for the rest of their lives; taking them into and through retirement. When you work with John and his team, you can rest assured that no stone has been left unturned, and no question left unanswered. They look at your entire financial picture, even pieces you’ve never thought to review. John and his team ensure that your plan leads you to the future you feel comfortable with.

If you are headed into retirement or are already there; and concerned that you aren’t getting the most out of your money; Strategic Tax & Insurance Services, Inc. invites you to have a conversation. They have been “Helping People Retire On Their Own Terms Since 1975”, and are committed to continuing this tradition in the future.
Learn More: https://www.strategicduddy.com/



Investment advisory services are offered through Fusion Capital Management, an SEC registered investment advisor. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration is not an endorsement of the firm by the commission and does not mean that the advisor has attained a specific level of skill or ability. All investment strategies have the potential for profit or loss.

This content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and they should not be considered a solicitation for the purchase or sale of any security.

Investing involves risks, and investment decisions should be based on your own goals, time horizon, and tolerance for risk. The return and principal value of investments will fluctuate as market conditions change. When sold, investments may be worth more or less than their original cost.

Forecasts or forward-looking statements are based on assumptions, may not materialize, and are subject to revision without notice.

Different types of investments involve higher and lower levels of risk. There is no guarantee that a specific investment or strategy will be suitable or profitable for an investor’s portfolio. There are no assurances that a portfolio will match or exceed any particular benchmark.

Investment adviser representatives may recommend the purchase of insurance products in their separate capacities as insurance agents and will receive additional compensation for these transactions.

Influential Influencers with Mike Saunders
1242influential influencers,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-dr-virginia-leblanc-the-pivot-maestro-on-career-transition-for-women-active-duty-military-and-veterans--46913900She is a highly sought after and well-respected multi-disciplinary expert and international thought leader purposed to heal from the inside out, rebuild, and transform lives by helping clients think without a box and connect the dots.
DocV’s passion for transformation through transition led her to the founding of the heart-centered company Defining Paths, where she is in the business of putting YOU back in business through her Next Steps Coaching, Consulting, and Training programs. Her gift is as an intercessor for women, active-duty military, and veterans meeting you were you are and serving as a catalyst and bridge to take you where you were meant to be.
Dr. LeBlanc’s experience spans business, government, higher education, the performing arts, and not-for-profit sectors serving entities as the Department of the Navy, Booz Allen Hamilton, Indiana University, and the National Pan-Hellenic Council, Inc. An author, speaker, singer, coach, consultant, trainer, and educator, she possesses over 25 years’ experience and a portfolio of diverse competencies and skills honed and leveraged through divergent thinking.
DocV is the international best-selling author of Love the Skin YOU’RE In: How to Conquer Life Through Divergent Thinking, her autobiographical love-letter to society on mindsets, thought processes, facing fears, and defining your path to purpose to conquer in life, love, leadership, and business. Her next installment in the developing series is Love the Skin YOU’RE In for the Warfighter, due out Veteran’s Day, November 11, 2021

Learn More: https://definingpaths.info/

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/]]>https://api.spreaker.com/episode/46913900Sun, 10 Oct 2021 23:52:42 +0000Mike Saunders, MBADr. Virginia LeBlanc (DocV, as she is called) is a star on the global scene across industries, mastering the art of the pivot. She is a highly sought after and well-respected multi-disciplinary expert and international thought leader purposed to heal...She is a highly sought after and well-respected multi-disciplinary expert and international thought leader purposed to heal from the inside out, rebuild, and transform lives by helping clients think without a box and connect the dots.
DocV’s passion for transformation through transition led her to the founding of the heart-centered company Defining Paths, where she is in the business of putting YOU back in business through her Next Steps Coaching, Consulting, and Training programs. Her gift is as an intercessor for women, active-duty military, and veterans meeting you were you are and serving as a catalyst and bridge to take you where you were meant to be.
Dr. LeBlanc’s experience spans business, government, higher education, the performing arts, and not-for-profit sectors serving entities as the Department of the Navy, Booz Allen Hamilton, Indiana University, and the National Pan-Hellenic Council, Inc. An author, speaker, singer, coach, consultant, trainer, and educator, she possesses over 25 years’ experience and a portfolio of diverse competencies and skills honed and leveraged through divergent thinking.
DocV is the international best-selling author of Love the Skin YOU’RE In: How to Conquer Life Through Divergent Thinking, her autobiographical love-letter to society on mindsets, thought processes, facing fears, and defining your path to purpose to conquer in life, love, leadership, and business. Her next installment in the developing series is Love the Skin YOU’RE In for the Warfighter, due out Veteran’s Day, November 11, 2021

Learn More: https://definingpaths.info/

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/]]>1305influential influencers,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-damari-gold-owner-of-the-gold-standard-accounting-tax-inc--46913865She holds a Master’s Degree in Accounting and Finance, has been a practicing tax accountant for over ten years and owns a firm, The Gold Standard Accounting & Tax Inc in Huntington Beach, CA.

Damari is passionate about helping small business owners, more specifically women-owned businesses, in understanding their money. As a first-generation American and an entrepreneur herself, she understands the difficulties that are faced. Money goes beyond business; that is why she is determined to help others Be Confident Money Women.

Damari can share with you on different levels and aspects of Money and Personal finance; whether it be money mindset, money management, taxes, or just the fundamentals of business, she has something for everyone.
Learn More: https://www.damarigold.com/

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-damari-gold-owner-of-the-gold-standard-accounting-tax-inc]]>https://api.spreaker.com/episode/46913865Sun, 10 Oct 2021 23:45:14 +0000Mike Saunders, MBADamari has a unique perspective on Money and Personal Finances. She holds a Master’s Degree in Accounting and Finance, has been a practicing tax accountant for over ten years and owns a firm, The Gold Standard Accounting & Tax Inc in Huntington...She holds a Master’s Degree in Accounting and Finance, has been a practicing tax accountant for over ten years and owns a firm, The Gold Standard Accounting & Tax Inc in Huntington Beach, CA.

Damari is passionate about helping small business owners, more specifically women-owned businesses, in understanding their money. As a first-generation American and an entrepreneur herself, she understands the difficulties that are faced. Money goes beyond business; that is why she is determined to help others Be Confident Money Women.

Damari can share with you on different levels and aspects of Money and Personal finance; whether it be money mindset, money management, taxes, or just the fundamentals of business, she has something for everyone.
Learn More: https://www.damarigold.com/

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-damari-gold-owner-of-the-gold-standard-accounting-tax-inc]]>1283influential influencers,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-r-t-custer-founder-of-vortic-watch-company-discussing-the-entrepreneurial-journey--46885529
Learn More: http://www.vorticwatches.com

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-r-t-custer-founder-of-vortic-watch-company-discussing-the-entrepreneurial-journey]]>https://api.spreaker.com/episode/46885529Fri, 08 Oct 2021 17:17:56 +0000Mike Saunders, MBAR.T. grew up on a Christmas Tree Farm in Reading, PA. The farm was always the side-hustle for the family, but he learned to be an entrepreneur from his grandfather and his parents. After getting his degree in industrial engineering from Penn State...
Learn More: http://www.vorticwatches.com

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-r-t-custer-founder-of-vortic-watch-company-discussing-the-entrepreneurial-journey]]>1519influential influencers,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-andrew-saksa-senior-vice-president-of-the-financial-services-division-at-remindermedia-com--46856566
ReminderMedia.com is a Philadelphia-based media and marketing firm currently ranked Philly Top 100 and Inc. 5000 Magazine fastest-growing companies two years consecutively. His primary roles include Enterprise/Global and National Business Development.

Previous to ReminderMedia, he Co-Founded MyPistevo a mobile application for criminal background checks and was instrumental in structuring alliances with IDateUS, MateSafe, Houston Social, AmberNealPresents, SinglesofFaith, and Elitemate. From 2010-2015, Andrew has volunteered as a Grief facilitator for New Hope for Kids in Maitland, Florida a nonprofit organization that helps grieving children and surviving spouses with the loss of a parent or spouse.

Learn More: https://remindermedia.com/financial/
*Get a 67% discount and Plus get 15 FREE magazines! https://remindermedia.com/authority

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-andrew-saksa-senior-vice-president-of-the-financial-services-division-at-remindermedia-com]]>https://api.spreaker.com/episode/46856566Wed, 06 Oct 2021 23:38:18 +0000Mike Saunders, MBAAndrew is a media marketing and business development expert. ReminderMedia.com is a Philadelphia-based media and marketing firm currently ranked Philly Top 100 and Inc. 5000 Magazine fastest-growing companies two years consecutively. His primary...
ReminderMedia.com is a Philadelphia-based media and marketing firm currently ranked Philly Top 100 and Inc. 5000 Magazine fastest-growing companies two years consecutively. His primary roles include Enterprise/Global and National Business Development.

Previous to ReminderMedia, he Co-Founded MyPistevo a mobile application for criminal background checks and was instrumental in structuring alliances with IDateUS, MateSafe, Houston Social, AmberNealPresents, SinglesofFaith, and Elitemate. From 2010-2015, Andrew has volunteered as a Grief facilitator for New Hope for Kids in Maitland, Florida a nonprofit organization that helps grieving children and surviving spouses with the loss of a parent or spouse.

Learn More: https://remindermedia.com/financial/
*Get a 67% discount and Plus get 15 FREE magazines! https://remindermedia.com/authority

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-andrew-saksa-senior-vice-president-of-the-financial-services-division-at-remindermedia-com]]>1019influential influencers,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-christopher-paradiso-owner-and-founder-of-paradiso-financial-and-insurance-services--46856423
Chris currently sits on the advisory board of both Rough Notes, an Insurance Publication dedicated to educating the Independent Insurance Agent, and Journey Found, a nonprofit that provides behavioral, residential, and other support services to individuals of CT with pervasive developmental disorders and intellectual disabilities. In 2010, Chris was recognized for his work within his local community and throughout Connecticut when he received the Community Service Award from Rough Notes spotlighting the various ways he gives back including the Bikes for Reading program, Reverse Trick-or-Treat and Annual Flag Day Event.

In 2011 Chris was excited to introduce “Paradiso Presents” a social media marketing program aimed at teaching other agencies how to survive and thrive in today’s complex online marketing world. His innovative marketing solutions have been recognized and implemented into agencies nationwide.

Chris can always be found researching the next best thing in the insurance world and is seen as a digital pioneer in an industry that is behind the times as far as digital technology and automation. Through his work with Aureus Analytics, Chris is paving the way for insurance agencies everywhere to be able to provide better, more accurate data on their customer base which will lead to better customer service as well as a better bottom line. A family man at heart, Chris Paradiso leads his team with these fundamental principles: family is everything and if you do what you love, you’ll never work a day in your life.

Learn More:
Paradiso Insurance: https://www.paradisoinsurance.com/
Facebook: http://www.facebook.com/insurancect
Instagram: https://www.instagram.com/paradiso_insurance/
Twitter: https://twitter.com/paradisoins
Pinterest: https://www.pinterest.com/ctinsurance/
LinkedIn: http://bit.ly/24bQk3I

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-christopher-paradiso-owner-and-founder-of-paradiso-financial-and-insurance-services]]>https://api.spreaker.com/episode/46856423Wed, 06 Oct 2021 23:31:42 +0000Mike Saunders, MBAChris Paradiso is one of the most passionate and dynamic agency owners in the insurance industry today. Within his 22 years as a licensed Insurance agent, Chris’s unwavering dedication to exemplary customer service has led him to build and grow his...
Chris currently sits on the advisory board of both Rough Notes, an Insurance Publication dedicated to educating the Independent Insurance Agent, and Journey Found, a nonprofit that provides behavioral, residential, and other support services to individuals of CT with pervasive developmental disorders and intellectual disabilities. In 2010, Chris was recognized for his work within his local community and throughout Connecticut when he received the Community Service Award from Rough Notes spotlighting the various ways he gives back including the Bikes for Reading program, Reverse Trick-or-Treat and Annual Flag Day Event.

In 2011 Chris was excited to introduce “Paradiso Presents” a social media marketing program aimed at teaching other agencies how to survive and thrive in today’s complex online marketing world. His innovative marketing solutions have been recognized and implemented into agencies nationwide.

Chris can always be found researching the next best thing in the insurance world and is seen as a digital pioneer in an industry that is behind the times as far as digital technology and automation. Through his work with Aureus Analytics, Chris is paving the way for insurance agencies everywhere to be able to provide better, more accurate data on their customer base which will lead to better customer service as well as a better bottom line. A family man at heart, Chris Paradiso leads his team with these fundamental principles: family is everything and if you do what you love, you’ll never work a day in your life.

Learn More:
Paradiso Insurance: https://www.paradisoinsurance.com/
Facebook: http://www.facebook.com/insurancect
Instagram: https://www.instagram.com/paradiso_insurance/
Twitter: https://twitter.com/paradisoins
Pinterest: https://www.pinterest.com/ctinsurance/
LinkedIn: http://bit.ly/24bQk3I

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-christopher-paradiso-owner-and-founder-of-paradiso-financial-and-insurance-services]]>1289influential influencers,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-tom-stefaniak-certified-financial-planner-cfp-president-of-pinnacle-wealth-management-discussing-are-you-ready-to-retire--46834665
1. Do I have enough money to retire?

2. What are the biggest risks when creating a retirement plan?

3. Where are some of the biggest mistakes people make when creating a retirement plan?

Tom built Pinnacle Wealth to be a firm that values relationships above all. Tom loves meeting with clients and building a relationship that goes far beyond finances. This allows him to help you aim toward your personal and financial goals. He helps you address the needs of your specific situation to devise your personalized plan of action.

Tom started his career as a Financial Planner with IDS/American Express in 1987. He quickly rose to the level of District Manager and received numerous awards for client service. In 1998 he became an independent Financial Advisor when he opened Pinnacle Wealth Management with Joanne Gipple. After more than 30 years in the business, Tom can still confidently say that he loves his job, and he found his true calling.

Tom graduated from the University of Wisconsin-Milwaukee with a double major in Real Estate and Finance in the School of Business Administration. He earned his CFP® designation in 1990. He is a member of the Financial Planning Association. A lifelong learner, he has continued his education through industry classes and leadership programs.

Tom is married and has three adult children. He enjoys helping his children with their pursuits as they are transitioning to adulthood. Whenever he has a spare moment Tom can be found on the golf course. He also enjoys travel when his schedule allows it. One of his favorite destinations is Wisconsin, his home state and home to most of his 9 brothers and sisters and many other family members.

Fun Fact: Tom is featured as a character in a Star Trek novel, Old Wounds. If you are a fan, check it out sometime.

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



Investment Advisory Services offered through Pinnacle Wealth Management, a Registered Investment Advisor. Pinnacle Wealth Management is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment related information, publications, and links. Accordingly, the publication of Pinnacle Wealth Management’s web site on the Internet should not be construed by any consumer and/or prospective client as Pinnacle Wealth Management’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Pinnacle Wealth Management with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Pinnacle Wealth Management, please contact the SEC, or the state securities regulators for those states in which Pinnacle Wealth Management maintains a filing. A copy of Pinnacle Wealth Management’s current written disclosure statement discussing Pinnacle Wealth Management’s business operations, service, and fees is available from Pinnacle Wealth Management upon written request. Pinnacle Wealth Management does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Pinnacle Wealth Management’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-tom-stefaniak-certified-financial-planner-cfp-president-of-pinnacle-wealth-management-discussing-are-you-ready-to-retire]]>https://api.spreaker.com/episode/46834665Tue, 05 Oct 2021 18:30:47 +0000Mike Saunders, MBAIn this interview, important retirement questions are covered including: 1. Do I have enough money to retire? 2. What are the biggest risks when creating a retirement plan? 3. Where are some of the biggest mistakes people make when creating a...
1. Do I have enough money to retire?

2. What are the biggest risks when creating a retirement plan?

3. Where are some of the biggest mistakes people make when creating a retirement plan?

Tom built Pinnacle Wealth to be a firm that values relationships above all. Tom loves meeting with clients and building a relationship that goes far beyond finances. This allows him to help you aim toward your personal and financial goals. He helps you address the needs of your specific situation to devise your personalized plan of action.

Tom started his career as a Financial Planner with IDS/American Express in 1987. He quickly rose to the level of District Manager and received numerous awards for client service. In 1998 he became an independent Financial Advisor when he opened Pinnacle Wealth Management with Joanne Gipple. After more than 30 years in the business, Tom can still confidently say that he loves his job, and he found his true calling.

Tom graduated from the University of Wisconsin-Milwaukee with a double major in Real Estate and Finance in the School of Business Administration. He earned his CFP® designation in 1990. He is a member of the Financial Planning Association. A lifelong learner, he has continued his education through industry classes and leadership programs.

Tom is married and has three adult children. He enjoys helping his children with their pursuits as they are transitioning to adulthood. Whenever he has a spare moment Tom can be found on the golf course. He also enjoys travel when his schedule allows it. One of his favorite destinations is Wisconsin, his home state and home to most of his 9 brothers and sisters and many other family members.

Fun Fact: Tom is featured as a character in a Star Trek novel, Old Wounds. If you are a fan, check it out sometime.

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



Investment Advisory Services offered through Pinnacle Wealth Management, a Registered Investment Advisor. Pinnacle Wealth Management is limited to the dissemination of general information pertaining to its advisory services, together with access to additional investment related information, publications, and links. Accordingly, the publication of Pinnacle Wealth Management’s web site on the Internet should not be construed by any consumer and/or prospective client as Pinnacle Wealth Management’s solicitation to effect, or attempt to effect transactions in securities, or the rendering of personalized investment advice for compensation, over the Internet. Any subsequent, direct communication by Pinnacle Wealth Management with a prospective client shall be conducted by a representative that is either registered or qualifies for an exemption or exclusion from registration in the state where the prospective client resides. For information pertaining to the registration status of Pinnacle Wealth Management, please contact the SEC, or the state securities regulators for those states in which Pinnacle Wealth Management maintains a filing. A copy of Pinnacle Wealth Management’s current written disclosure statement discussing Pinnacle Wealth Management’s business operations, service, and fees is available from Pinnacle Wealth Management upon written request. Pinnacle Wealth Management does not make any representations or warranties as to the accuracy, timeliness, suitability, completeness, or relevance of any information prepared by any unaffiliated third party, whether linked to Pinnacle Wealth Management’s web site or incorporated herein, and takes no responsibility therefor. All such information is provided solely for convenience purposes only and all users thereof should be guided accordingly

Influential Influencers with Mike Saunders
1620influential influencers,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-dr-virginia-leblanc-the-pivot-maestro--46789423
She is a highly sought after and well-respected multi-disciplinary expert and international thought leader purposed to heal from the inside out, rebuild, and transform lives by helping clients think without a box and connect the dots.

DocV’s passion for transformation through transition led her to the founding of the heart-centered company Defining Paths, where she is in the business of putting YOU back in business through her Next Steps Coaching, Consulting, and Training programs. Her gift is as an intercessor for women, active-duty military, and veterans meeting you were you are and serving as a catalyst and bridge to take you where you were meant to be.

Dr. LeBlanc’s experience spans business, government, higher education, the performing arts, and not-for-profit sectors serving entities as the Department of the Navy, Booz Allen Hamilton, Indiana University, and the National Pan-Hellenic Council, Inc. An author, speaker, singer, coach, consultant, trainer, and educator, she possesses over 25 years’ experience and a portfolio of diverse competencies and skills honed and leveraged through divergent thinking.

DocV is the international best-selling author of Love the Skin YOU’RE In: How to Conquer Life Through Divergent Thinking, her autobiographical love-letter to society on mindsets, thought processes, facing fears, and defining your path to purpose to conquer in life, love, leadership, and business. Her next installment in the developing series is Love the Skin YOU’RE In for the Warfighter, due out Veteran’s Day, November 11, 2021

Learn More: https://definingpaths.info/

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-dr-virginia-leblanc-the-pivot-maestro]]>https://api.spreaker.com/episode/46789423Sat, 02 Oct 2021 13:23:23 +0000Mike Saunders, MBADr. Virginia LeBlanc (DocV, as she is called) is a star on the global scene across industries, mastering the art of the pivot. She is a highly sought after and well-respected multi-disciplinary expert and international thought leader purposed to...
She is a highly sought after and well-respected multi-disciplinary expert and international thought leader purposed to heal from the inside out, rebuild, and transform lives by helping clients think without a box and connect the dots.

DocV’s passion for transformation through transition led her to the founding of the heart-centered company Defining Paths, where she is in the business of putting YOU back in business through her Next Steps Coaching, Consulting, and Training programs. Her gift is as an intercessor for women, active-duty military, and veterans meeting you were you are and serving as a catalyst and bridge to take you where you were meant to be.

Dr. LeBlanc’s experience spans business, government, higher education, the performing arts, and not-for-profit sectors serving entities as the Department of the Navy, Booz Allen Hamilton, Indiana University, and the National Pan-Hellenic Council, Inc. An author, speaker, singer, coach, consultant, trainer, and educator, she possesses over 25 years’ experience and a portfolio of diverse competencies and skills honed and leveraged through divergent thinking.

DocV is the international best-selling author of Love the Skin YOU’RE In: How to Conquer Life Through Divergent Thinking, her autobiographical love-letter to society on mindsets, thought processes, facing fears, and defining your path to purpose to conquer in life, love, leadership, and business. Her next installment in the developing series is Love the Skin YOU’RE In for the Warfighter, due out Veteran’s Day, November 11, 2021

Learn More: https://definingpaths.info/

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-dr-virginia-leblanc-the-pivot-maestro]]>1386influential influencers,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-tra-williams-speaker-author-entrepreneur-and-nationally-recognized-expert-in-entrepreneurship-and-business-strategy--46727126
Tra holds a degree from the University of Georgia and is a graduate of the prestigious Franchise Management program at Georgetown University. He has been featured or quoted in numerous publications, including Forbes, Bloomberg, and Franchise Times, and he often speaks at economic development conferences and company conventions.

In his new book Boss Brain, Tra reveals the shocking truth behind the decline of American entrepreneurship and provides a scientifically-proven system to unlock your entrepreneurial instincts so you can leave traditional employment forever —that’s the real American Dream!

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

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-tra-williams-speaker-author-entrepreneur-and-nationally-recognized-expert-in-entrepreneurship-and-business-strategy]]>https://api.spreaker.com/episode/46727126Tue, 28 Sep 2021 16:26:44 +0000Mike Saunders, MBAHe has sat at the helm of two international brands and has supported thousands of entrepreneurs on their journey to self-employment. Tra holds a degree from the University of Georgia and is a graduate of the prestigious Franchise Management program...
Tra holds a degree from the University of Georgia and is a graduate of the prestigious Franchise Management program at Georgetown University. He has been featured or quoted in numerous publications, including Forbes, Bloomberg, and Franchise Times, and he often speaks at economic development conferences and company conventions.

In his new book Boss Brain, Tra reveals the shocking truth behind the decline of American entrepreneurship and provides a scientifically-proven system to unlock your entrepreneurial instincts so you can leave traditional employment forever —that’s the real American Dream!

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

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-tra-williams-speaker-author-entrepreneur-and-nationally-recognized-expert-in-entrepreneurship-and-business-strategy]]>1218influential influencers,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-amanda-abella-founder-and-ceo-of-make-money-your-honey--46672308
Her clients go from hating sales and marketing to achieving 90% close rates and closing multiple five-figure deals. Her work has been featured in Forbes, Huffington Post, Business Insider, Univision and many more.

Prior to teaching marketing and sales, Amanda spent a decade as a financial writer and wrote content for companies like Wells Fargo, Discover, Credit Karma, Santander and more.

She’s also partnered with companies like Capital One and Transunion in financial education campaigns.

She’s also the Amazon bestselling author of Make Money Your Honey and has created a community of over 60,000 people across social media channels to make money and live a more affluent life.

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

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-amanda-abella-founder-and-ceo-of-make-money-your-honey]]>https://api.spreaker.com/episode/46672308Fri, 24 Sep 2021 19:50:06 +0000Mike Saunders, MBAAmanda is an award-winning content creator, keynote speaker, and business coach who specializes in helping business owners activate their persuasion prowess so they can make more money. Her clients go from hating sales and marketing to achieving...
Her clients go from hating sales and marketing to achieving 90% close rates and closing multiple five-figure deals. Her work has been featured in Forbes, Huffington Post, Business Insider, Univision and many more.

Prior to teaching marketing and sales, Amanda spent a decade as a financial writer and wrote content for companies like Wells Fargo, Discover, Credit Karma, Santander and more.

She’s also partnered with companies like Capital One and Transunion in financial education campaigns.

She’s also the Amazon bestselling author of Make Money Your Honey and has created a community of over 60,000 people across social media channels to make money and live a more affluent life.

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

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-amanda-abella-founder-and-ceo-of-make-money-your-honey]]>1825influential influencers,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-raj-girn-founder-of-the-open-chest-confidence-academy--46656580
Learn More: http://www.theopenchestconfidenceacademy.com

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-raj-girn-founder-of-the-open-chest-confidence-academy]]>https://api.spreaker.com/episode/46656580Thu, 23 Sep 2021 19:57:06 +0000Mike Saunders, MBAAfter 30 years in the entrepreneurial arena, with 20 of them being in C-suite as a media, communications, and events entrepreneur, where I have predominantly worked with Fortune 500s, celebrities, thought leaders, and high achievers, I have come to...
Learn More: http://www.theopenchestconfidenceacademy.com

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-raj-girn-founder-of-the-open-chest-confidence-academy]]>1432influential influencers,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-nikki-rausch-ceo-of-sales-maven-an-organization-dedicated-to-authentic-selling--46623004
With 25+ years of experience selling to such prestigious organizations as The Bill & Melinda Gates Foundation, Hewlett-Packard, and NASA, Nikki shattered sales records in many industries, receiving multiple “top producer” awards along the way.

Today, entrepreneurs and small business owners from a wide range of disciplines hire Nikki to show them how to sell successfully and authentically, without being pushy or salesy.

An engaging and sought-after speaker, she shares the secrets of her sales success through illuminating keynote addresses and business-changing workshops. Her robust Sales Maven Society ignites game-changing outcomes for clients.

Nikki’s three popular books are available at Amazon. And her podcast, Sales Maven, can be found on your favorite podcast platform.
Learn More: https://yoursalesmaven.com/

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-nikki-rausch-ceo-of-sales-maven-an-organization-dedicated-to-authentic-selling]]>https://api.spreaker.com/episode/46623004Tue, 21 Sep 2021 19:40:24 +0000Mike Saunders, MBANikki Rausch has the unique ability to transform the misunderstood process of “selling”. With 25+ years of experience selling to such prestigious organizations as The Bill & Melinda Gates Foundation, Hewlett-Packard, and NASA, Nikki shattered sales...
With 25+ years of experience selling to such prestigious organizations as The Bill & Melinda Gates Foundation, Hewlett-Packard, and NASA, Nikki shattered sales records in many industries, receiving multiple “top producer” awards along the way.

Today, entrepreneurs and small business owners from a wide range of disciplines hire Nikki to show them how to sell successfully and authentically, without being pushy or salesy.

An engaging and sought-after speaker, she shares the secrets of her sales success through illuminating keynote addresses and business-changing workshops. Her robust Sales Maven Society ignites game-changing outcomes for clients.

Nikki’s three popular books are available at Amazon. And her podcast, Sales Maven, can be found on your favorite podcast platform.
Learn More: https://yoursalesmaven.com/

Influential Influencers with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-nikki-rausch-ceo-of-sales-maven-an-organization-dedicated-to-authentic-selling]]>1534influential influencers,mike saundersfalsefull