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/Wed, 28 Oct 2026 23:55:41 +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.false19928276-e472-5e53-9bde-f4e144190826episodichttps://www.spreaker.com/episode/interview-with-jeremy-karja-partner-and-sr-advisor-development-consultant-at-simplicity-group--76058376
Earlier in his career, he worked within Allianz Life of North America, helping advisors with case management and business growth.

Speaking nationally on the company’s product lineup.

Personal:
He enjoys time with his family, traveling, playing hockey, and coaching his kids sports. He believes that helping others grow ultimately fuels his own personal and professional growth.

Learn More: https://frustrationtofreedompodcast.com/

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

Source: https://businessinnovatorsradio.com/interview-with-jeremy-karja-partner-and-sr-advisor-development-consultant-at-simplicity-group]]>https://api.spreaker.com/episode/76058376Wed, 28 Oct 2026 23:54:13 +0000Mike Saunders, MBAJeremy serves as Partner and Sr. Advisor Development Consultant at Simplicity Group, where he works alongside top financial advisors to help them grow their practices and reach their full potential. He coaches business owners to increase their...
Earlier in his career, he worked within Allianz Life of North America, helping advisors with case management and business growth.

Speaking nationally on the company’s product lineup.

Personal:
He enjoys time with his family, traveling, playing hockey, and coaching his kids sports. He believes that helping others grow ultimately fuels his own personal and professional growth.

Learn More: https://frustrationtofreedompodcast.com/

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

Source: https://businessinnovatorsradio.com/interview-with-jeremy-karja-partner-and-sr-advisor-development-consultant-at-simplicity-group]]>1381influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-blake-erickson-founder-of-scaling-com-and-co-author-of-the-new-york-times-bestselling-book-the-science-of-scaling--76039553
In its first eight months, Scaling.com went from zero to $10 million in revenue — built on the same playbook their company brings to the 500+ companies they advise, ranging from $500K to $10 billion in annual revenue.

Over the last five years, his’ recruited, led, and trained more than 1,200 people. As a highly sought after keynote speaker and advisor, he works with entrepreneurs who are serious about building something that grows fast, runs well, and lasts — on a timeline most people think isn’t realistic.

Learn More: https://blakeerickson.com/

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

Source: https://businessinnovatorsradio.com/interview-with-blake-erickson-founder-of-scaling-com-and-co-author-of-the-new-york-times-bestselling-book-the-science-of-scaling]]>https://api.spreaker.com/episode/76039553Tue, 27 Oct 2026 22:43:08 +0000Mike Saunders, MBABlake Erickson is the founder of Scaling.com and co-author of the New York Times bestselling book The Science of Scaling. In its first eight months, Scaling.com went from zero to $10 million in revenue — built on the same playbook their company...
In its first eight months, Scaling.com went from zero to $10 million in revenue — built on the same playbook their company brings to the 500+ companies they advise, ranging from $500K to $10 billion in annual revenue.

Over the last five years, his’ recruited, led, and trained more than 1,200 people. As a highly sought after keynote speaker and advisor, he works with entrepreneurs who are serious about building something that grows fast, runs well, and lasts — on a timeline most people think isn’t realistic.

Learn More: https://blakeerickson.com/

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

Source: https://businessinnovatorsradio.com/interview-with-blake-erickson-founder-of-scaling-com-and-co-author-of-the-new-york-times-bestselling-book-the-science-of-scaling]]>1419influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-mike-murphy-co-founder-of-texttonality--75926907
As founder of Bluestone Partners and co-creator of the TextTonality® method, that has helped advisors bring in over $1.5 billion in new assets since 2021. His clients include advisors at Merrill Lynch, RBC, Wells Fargo, LPL, and independent RIAs, along with M&A advisors, capital raisers, and executives across niche industries.

Learn More: https://texttonality.com/

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

Source: https://businessinnovatorsradio.com/interview-with-mike-murphy-co-founder-of-texttonality]]>https://api.spreaker.com/episode/75926907Thu, 22 Oct 2026 18:45:10 +0000Mike Saunders, MBAMike Murphy is an entrepreneur who has spent the last several years solving one problem for financial advisors: how to start real conversations with the right prospects without cold calls, seminars, or begging for referrals. As founder of Bluestone...
As founder of Bluestone Partners and co-creator of the TextTonality® method, that has helped advisors bring in over $1.5 billion in new assets since 2021. His clients include advisors at Merrill Lynch, RBC, Wells Fargo, LPL, and independent RIAs, along with M&A advisors, capital raisers, and executives across niche industries.

Learn More: https://texttonality.com/

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

Source: https://businessinnovatorsradio.com/interview-with-mike-murphy-co-founder-of-texttonality]]>1272influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-scott-blackley-founder-trucess-tax-advisory-discussing-give-every-retained-dollar-a-purpose--75881064
Scott Blackley is the founder of Trucess Tax Advisory LLC, a proactive tax planning and advisory firm built for successful business owners, high-income professionals, and affluent families who want more than a tax return filed on time—they want a strategy designed to reduce their lifetime tax burden and help them keep more of the wealth they’re building.

Scott’s perspective on tax strategy comes from a background that extends well beyond tax preparation. As both a CERTIFIED FINANCIAL PLANNER™ professional and an Enrolled Agent, he works at the intersection of tax planning, financial planning, retirement, investments, and wealth management. His advanced training is reflected in his ABFP®, APMA®, AWMA®, CFP®, CRPC®, EA, and LUTCF® designations.

He founded Trucess Tax Advisory on a simple premise: tax planning has to happen before the return is filed—not after the opportunities to act are gone.

Traditional tax preparation looks backward, reporting what has already happened. Trucess works the other direction. Scott and his team evaluate a client’s full financial and tax picture proactively, looking for inefficiencies, missed opportunities, and strategies that may never have been considered.

Depending on the client’s circumstances, that analysis can span business and entity structure, retirement plans, real estate and cost segregation, income and deduction planning, Roth conversions, charitable strategies, investment taxation, and other advanced planning opportunities.

But Scott believes a strategy should never be implemented simply because it creates a tax deduction. It has to make financial sense first.

Every recommendation should have a clear purpose, a measurable potential benefit, and a place within the client’s larger financial plan. Scott believes clients deserve to understand not just what they’re doing, but why they’re doing it and what the strategy could actually mean for their financial future.

That philosophy shapes how Trucess operates. Every engagement begins with an evaluation of the client’s current position to identify meaningful planning opportunities. If Trucess doesn’t identify a solution, there is no cost for the initial evaluation.

For Scott, tax planning isn’t about chasing loopholes or simply lowering this year’s tax bill. It’s about coordinating taxes with the decisions that build, protect, and ultimately transfer wealth—and looking several moves ahead.

Learn more: https://trucesstax.com/

Investment Advisory Services are offered through Rossby Financial, LLC, a Registered Investment Adviser. Rossby Financial, LLC and Trucess are not affiliated.

Securities transactions cannot be conducted via email or voice messages. Any related requests, or requests for distributions, must be confirmed live with the client.

Rossby Financial, LLC does not offer tax or legal advice.
This email transmission and any documents, files or previous email messages attached to it may contain information that is confidential or legally privileged. If you are not the intended recipient, you are hereby notified that you must not read this transmission and that any disclosure, copying, printing, distribution, or any action or omission of this transmission is strictly prohibited. If you have received this transmission in error, please immediately notify the sender or return and delete the original transmission and its attachments without reading or saving in any manner.

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

Source: https://businessinnovatorsradio.com/interview-with-scott-blackley-founder-trucess-tax-advisory-discussing-give-every-retained-dollar-a-purpose]]>https://api.spreaker.com/episode/75881064Tue, 20 Oct 2026 17:35:02 +0000Mike Saunders, MBAScott Blackley, CFP®, EA, ABFP®, APMA®, AWMA®, CRPC®, LUTCF® Founder, Trucess Tax Advisory LLC Scott Blackley is the founder of Trucess Tax Advisory LLC, a proactive tax planning and advisory firm built for successful business owners, high-income...
Scott Blackley is the founder of Trucess Tax Advisory LLC, a proactive tax planning and advisory firm built for successful business owners, high-income professionals, and affluent families who want more than a tax return filed on time—they want a strategy designed to reduce their lifetime tax burden and help them keep more of the wealth they’re building.

Scott’s perspective on tax strategy comes from a background that extends well beyond tax preparation. As both a CERTIFIED FINANCIAL PLANNER™ professional and an Enrolled Agent, he works at the intersection of tax planning, financial planning, retirement, investments, and wealth management. His advanced training is reflected in his ABFP®, APMA®, AWMA®, CFP®, CRPC®, EA, and LUTCF® designations.

He founded Trucess Tax Advisory on a simple premise: tax planning has to happen before the return is filed—not after the opportunities to act are gone.

Traditional tax preparation looks backward, reporting what has already happened. Trucess works the other direction. Scott and his team evaluate a client’s full financial and tax picture proactively, looking for inefficiencies, missed opportunities, and strategies that may never have been considered.

Depending on the client’s circumstances, that analysis can span business and entity structure, retirement plans, real estate and cost segregation, income and deduction planning, Roth conversions, charitable strategies, investment taxation, and other advanced planning opportunities.

But Scott believes a strategy should never be implemented simply because it creates a tax deduction. It has to make financial sense first.

Every recommendation should have a clear purpose, a measurable potential benefit, and a place within the client’s larger financial plan. Scott believes clients deserve to understand not just what they’re doing, but why they’re doing it and what the strategy could actually mean for their financial future.

That philosophy shapes how Trucess operates. Every engagement begins with an evaluation of the client’s current position to identify meaningful planning opportunities. If Trucess doesn’t identify a solution, there is no cost for the initial evaluation.

For Scott, tax planning isn’t about chasing loopholes or simply lowering this year’s tax bill. It’s about coordinating taxes with the decisions that build, protect, and ultimately transfer wealth—and looking several moves ahead.

Learn more: https://trucesstax.com/

Investment Advisory Services are offered through Rossby Financial, LLC, a Registered Investment Adviser. Rossby Financial, LLC and Trucess are not affiliated.

Securities transactions cannot be conducted via email or voice messages. Any related requests, or requests for distributions, must be confirmed live with the client.

Rossby Financial, LLC does not offer tax or legal advice.
This email transmission and any documents, files or previous email messages attached to it may contain information that is confidential or legally privileged. If you are not the intended recipient, you are hereby notified that you must not read this transmission and that any disclosure, copying, printing, distribution, or any action or omission of this transmission is strictly prohibited. If you have received this transmission in error, please immediately notify the sender or return and delete the original transmission and its attachments without reading or saving in any manner.

Influential Entrepreneurs with Mike Saunders
fullhttps://www.spreaker.com/episode/interview-with-scott-blackley-founder-trucess-tax-advisory-discussing-keep-the-tax-strategy-current-all-year-not-just-in-april--75880928
Scott Blackley is the founder of Trucess Tax Advisory LLC, a proactive tax planning and advisory firm built for successful business owners, high-income professionals, and affluent families who want more than a tax return filed on time—they want a strategy designed to reduce their lifetime tax burden and help them keep more of the wealth they’re building.

Scott’s perspective on tax strategy comes from a background that extends well beyond tax preparation. As both a CERTIFIED FINANCIAL PLANNER™ professional and an Enrolled Agent, he works at the intersection of tax planning, financial planning, retirement, investments, and wealth management. His advanced training is reflected in his ABFP®, APMA®, AWMA®, CFP®, CRPC®, EA, and LUTCF® designations.

He founded Trucess Tax Advisory on a simple premise: tax planning has to happen before the return is filed—not after the opportunities to act are gone.

Traditional tax preparation looks backward, reporting what has already happened. Trucess works the other direction. Scott and his team evaluate a client’s full financial and tax picture proactively, looking for inefficiencies, missed opportunities, and strategies that may never have been considered.

Depending on the client’s circumstances, that analysis can span business and entity structure, retirement plans, real estate and cost segregation, income and deduction planning, Roth conversions, charitable strategies, investment taxation, and other advanced planning opportunities.

But Scott believes a strategy should never be implemented simply because it creates a tax deduction. It has to make financial sense first.

Every recommendation should have a clear purpose, a measurable potential benefit, and a place within the client’s larger financial plan. Scott believes clients deserve to understand not just what they’re doing, but why they’re doing it and what the strategy could actually mean for their financial future.

That philosophy shapes how Trucess operates. Every engagement begins with an evaluation of the client’s current position to identify meaningful planning opportunities. If Trucess doesn’t identify a solution, there is no cost for the initial evaluation.

For Scott, tax planning isn’t about chasing loopholes or simply lowering this year’s tax bill. It’s about coordinating taxes with the decisions that build, protect, and ultimately transfer wealth—and looking several moves ahead.

Learn more: https://trucesstax.com/

Investment Advisory Services are offered through Rossby Financial, LLC, a Registered Investment Adviser. Rossby Financial, LLC and Trucess are not affiliated.

Securities transactions cannot be conducted via email or voice messages. Any related requests, or requests for distributions, must be confirmed live with the client.

Rossby Financial, LLC does not offer tax or legal advice.
This email transmission and any documents, files or previous email messages attached to it may contain information that is confidential or legally privileged. If you are not the intended recipient, you are hereby notified that you must not read this transmission and that any disclosure, copying, printing, distribution, or any action or omission of this transmission is strictly prohibited. If you have received this transmission in error, please immediately notify the sender or return and delete the original transmission and its attachments without reading or saving in any manner.

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

Source: https://businessinnovatorsradio.com/interview-with-scott-blackley-founder-trucess-tax-advisory-discussing-keep-the-tax-strategy-current-all-year-not-just-in-april]]>https://api.spreaker.com/episode/75880928Tue, 20 Oct 2026 17:28:00 +0000Mike Saunders, MBAScott Blackley, CFP®, EA, ABFP®, APMA®, AWMA®, CRPC®, LUTCF® Founder, Trucess Tax Advisory LLC Scott Blackley is the founder of Trucess Tax Advisory LLC, a proactive tax planning and advisory firm built for successful business owners, high-income...
Scott Blackley is the founder of Trucess Tax Advisory LLC, a proactive tax planning and advisory firm built for successful business owners, high-income professionals, and affluent families who want more than a tax return filed on time—they want a strategy designed to reduce their lifetime tax burden and help them keep more of the wealth they’re building.

Scott’s perspective on tax strategy comes from a background that extends well beyond tax preparation. As both a CERTIFIED FINANCIAL PLANNER™ professional and an Enrolled Agent, he works at the intersection of tax planning, financial planning, retirement, investments, and wealth management. His advanced training is reflected in his ABFP®, APMA®, AWMA®, CFP®, CRPC®, EA, and LUTCF® designations.

He founded Trucess Tax Advisory on a simple premise: tax planning has to happen before the return is filed—not after the opportunities to act are gone.

Traditional tax preparation looks backward, reporting what has already happened. Trucess works the other direction. Scott and his team evaluate a client’s full financial and tax picture proactively, looking for inefficiencies, missed opportunities, and strategies that may never have been considered.

Depending on the client’s circumstances, that analysis can span business and entity structure, retirement plans, real estate and cost segregation, income and deduction planning, Roth conversions, charitable strategies, investment taxation, and other advanced planning opportunities.

But Scott believes a strategy should never be implemented simply because it creates a tax deduction. It has to make financial sense first.

Every recommendation should have a clear purpose, a measurable potential benefit, and a place within the client’s larger financial plan. Scott believes clients deserve to understand not just what they’re doing, but why they’re doing it and what the strategy could actually mean for their financial future.

That philosophy shapes how Trucess operates. Every engagement begins with an evaluation of the client’s current position to identify meaningful planning opportunities. If Trucess doesn’t identify a solution, there is no cost for the initial evaluation.

For Scott, tax planning isn’t about chasing loopholes or simply lowering this year’s tax bill. It’s about coordinating taxes with the decisions that build, protect, and ultimately transfer wealth—and looking several moves ahead.

Learn more: https://trucesstax.com/

Investment Advisory Services are offered through Rossby Financial, LLC, a Registered Investment Adviser. Rossby Financial, LLC and Trucess are not affiliated.

Securities transactions cannot be conducted via email or voice messages. Any related requests, or requests for distributions, must be confirmed live with the client.

Rossby Financial, LLC does not offer tax or legal advice.
This email transmission and any documents, files or previous email messages attached to it may contain information that is confidential or legally privileged. If you are not the intended recipient, you are hereby notified that you must not read this transmission and that any disclosure, copying, printing, distribution, or any action or omission of this transmission is strictly prohibited. If you have received this transmission in error, please immediately notify the sender or return and delete the original transmission and its attachments without reading or saving in any manner.

Influential Entrepreneurs with Mike Saunders
fullhttps://www.spreaker.com/episode/interview-with-scott-blackley-founder-trucess-tax-advisory-chris-streit-ceo-of-csa-partners-discussing-cost-segregation--75877491
Scott Blackley is the founder of Trucess Tax Advisory LLC, a proactive tax planning and advisory firm built for successful business owners, high-income professionals, and affluent families who want more than a tax return filed on time—they want a strategy designed to reduce their lifetime tax burden and help them keep more of the wealth they’re building.

Scott’s perspective on tax strategy comes from a background that extends well beyond tax preparation. As both a CERTIFIED FINANCIAL PLANNER™ professional and an Enrolled Agent, he works at the intersection of tax planning, financial planning, retirement, investments, and wealth management. His advanced training is reflected in his ABFP®, APMA®, AWMA®, CFP®, CRPC®, EA, and LUTCF® designations.

He founded Trucess Tax Advisory on a simple premise: tax planning has to happen before the return is filed—not after the opportunities to act are gone.

Traditional tax preparation looks backward, reporting what has already happened. Trucess works the other direction. Scott and his team evaluate a client’s full financial and tax picture proactively, looking for inefficiencies, missed opportunities, and strategies that may never have been considered.

Depending on the client’s circumstances, that analysis can span business and entity structure, retirement plans, real estate and cost segregation, income and deduction planning, Roth conversions, charitable strategies, investment taxation, and other advanced planning opportunities.

But Scott believes a strategy should never be implemented simply because it creates a tax deduction. It has to make financial sense first.

Every recommendation should have a clear purpose, a measurable potential benefit, and a place within the client’s larger financial plan. Scott believes clients deserve to understand not just what they’re doing, but why they’re doing it and what the strategy could actually mean for their financial future.

That philosophy shapes how Trucess operates. Every engagement begins with an evaluation of the client’s current position to identify meaningful planning opportunities. If Trucess doesn’t identify a solution, there is no cost for the initial evaluation.

For Scott, tax planning isn’t about chasing loopholes or simply lowering this year’s tax bill. It’s about coordinating taxes with the decisions that build, protect, and ultimately transfer wealth—and looking several moves ahead.

Learn more: https://trucesstax.com/

Investment Advisory Services are offered through Rossby Financial, LLC, a Registered Investment Adviser. Rossby Financial, LLC and Trucess are not affiliated.

Securities transactions cannot be conducted via email or voice messages. Any related requests, or requests for distributions, must be confirmed live with the client.

Rossby Financial, LLC does not offer tax or legal advice.
This email transmission and any documents, files or previous email messages attached to it may contain information that is confidential or legally privileged. If you are not the intended recipient, you are hereby notified that you must not read this transmission and that any disclosure, copying, printing, distribution, or any action or omission of this transmission is strictly prohibited. If you have received this transmission in error, please immediately notify the sender or return and delete the original transmission and its attachments without reading or saving in any manner.

Chris Streit is the CEO of CSA Partners, bringing 21 years of experience in accounting and finance to the role. He began his career as a Tax Analyst — a grounding in the fundamentals that has shaped how he thinks about business ever since. He holds a BBA from the University of Texas at Arlington and an MBA in Finance from the University of North Texas.

Chris serves on the Board of Directors of the International Dyslexia Association, a reflection of the values he brings to every room he enters: show up, do good work, and treat people right. He joined CSAP in April 2024, and says what he loves most isn’t strategy or spreadsheets — it’s the people. Clients who trusted the firm before it had earned it. Partners who became friends. A team that makes him better than he’d ever be on his own.

“I feel lucky,” he says. “I didn’t set out with some grand plan. I just tried to show up and do good work, and somewhere along the way it added up to a career I’m proud of. None of this is done alone — and I’m grateful every day that I don’t have to.”

A Texas native, Chris lives with his wife Abby — married nearly 20 years — and their three boys: Landry (15), Henry (12), and Charles (9). On weekends, you’ll find him running, woodworking, or getting outside, somewhere new from wherever he was the weekend before.

Learn More: https://csap.com/

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

Source: https://businessinnovatorsradio.com/interview-with-scott-blackley-founder-trucess-tax-advisory-chris-streit-ceo-of-csa-partners-discussing-cost-segregation]]>https://api.spreaker.com/episode/75877491Tue, 20 Oct 2026 15:06:42 +0000Mike Saunders, MBAScott Blackley, CFP®, EA, ABFP®, APMA®, AWMA®, CRPC®, LUTCF® Founder, Trucess Tax Advisory LLC Scott Blackley is the founder of Trucess Tax Advisory LLC, a proactive tax planning and advisory firm built for successful business owners, high-income...
Scott Blackley is the founder of Trucess Tax Advisory LLC, a proactive tax planning and advisory firm built for successful business owners, high-income professionals, and affluent families who want more than a tax return filed on time—they want a strategy designed to reduce their lifetime tax burden and help them keep more of the wealth they’re building.

Scott’s perspective on tax strategy comes from a background that extends well beyond tax preparation. As both a CERTIFIED FINANCIAL PLANNER™ professional and an Enrolled Agent, he works at the intersection of tax planning, financial planning, retirement, investments, and wealth management. His advanced training is reflected in his ABFP®, APMA®, AWMA®, CFP®, CRPC®, EA, and LUTCF® designations.

He founded Trucess Tax Advisory on a simple premise: tax planning has to happen before the return is filed—not after the opportunities to act are gone.

Traditional tax preparation looks backward, reporting what has already happened. Trucess works the other direction. Scott and his team evaluate a client’s full financial and tax picture proactively, looking for inefficiencies, missed opportunities, and strategies that may never have been considered.

Depending on the client’s circumstances, that analysis can span business and entity structure, retirement plans, real estate and cost segregation, income and deduction planning, Roth conversions, charitable strategies, investment taxation, and other advanced planning opportunities.

But Scott believes a strategy should never be implemented simply because it creates a tax deduction. It has to make financial sense first.

Every recommendation should have a clear purpose, a measurable potential benefit, and a place within the client’s larger financial plan. Scott believes clients deserve to understand not just what they’re doing, but why they’re doing it and what the strategy could actually mean for their financial future.

That philosophy shapes how Trucess operates. Every engagement begins with an evaluation of the client’s current position to identify meaningful planning opportunities. If Trucess doesn’t identify a solution, there is no cost for the initial evaluation.

For Scott, tax planning isn’t about chasing loopholes or simply lowering this year’s tax bill. It’s about coordinating taxes with the decisions that build, protect, and ultimately transfer wealth—and looking several moves ahead.

Learn more: https://trucesstax.com/

Investment Advisory Services are offered through Rossby Financial, LLC, a Registered Investment Adviser. Rossby Financial, LLC and Trucess are not affiliated.

Securities transactions cannot be conducted via email or voice messages. Any related requests, or requests for distributions, must be confirmed live with the client.

Rossby Financial, LLC does not offer tax or legal advice.
This email transmission and any documents, files or previous email messages attached to it may contain information that is confidential or legally privileged. If you are not the intended recipient, you are hereby notified that you must not read this transmission and that any disclosure, copying, printing, distribution, or any action or omission of this transmission is strictly prohibited. If you have received this transmission in error, please immediately notify the sender or return and delete the original transmission and its attachments without reading or saving in any manner.

Chris Streit is the CEO of CSA Partners, bringing 21 years of experience in accounting and finance to the role. He began his career as a Tax Analyst — a grounding in the fundamentals that has shaped how he thinks about business ever since....]]>1898influential entrepreneurs,mike saundersfalsefullhttps://www.spreaker.com/episode/interview-with-scott-staschke-president-of-guilford-financial-group-discussing-navigating-financial-fears-and-expectations--75793724
Scott’s areas of concentration include Estate Planning, Business Retirement, and Succession Planning, Individual/Couple Retirement planning, Client Portfolio Design and Investment Analysis, Retirement Income Planning/Withdrawal Strategies, and Advanced Options Strategies along with insurance, life, disability to long-term health care, business pension plans, and employee benefits coordination. Scott holds a Bachelor of Science degree from Elon University. Also holds the Series 7, 4, 24, 53, 63 securities registrations through LPL Financial, and separately, Life & Health and Variable Annuity licenses. Scott is a Registered Representative with LPL Financial. Further, Scott is a CERTIFIED FINANCIAL PLANNER™ Professional and a Registered Financial Consultant®. CFP Certificate

Scott lives in Madison with his wife Karin and his three wonderful children. On the weekends Scott is busy going to his children soccer games, theater rehearsals and other activities. In his free time he enjoys golfing, biking, hiking and any other outdoor activity. Is an active member of the local Rotary Club.

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

Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC.

The LPL Financial representative(s) associated with this website may discuss and/or transact securities business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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

Source: https://businessinnovatorsradio.com/interview-with-scott-staschke-president-of-guilford-financial-group-discussing-navigating-financial-fears-and-expectations]]>https://api.spreaker.com/episode/75793724Wed, 14 Oct 2026 19:48:02 +0000Mike Saunders, MBAScott A. Staschke CFP®, RFC®, President of Guilford Financial Group Inc. has been with the firm since 2000. Guilford Financial Group, Inc. is a family business celebrating 37 years of serving the shoreline community. Scott’s areas of concentration...
Scott’s areas of concentration include Estate Planning, Business Retirement, and Succession Planning, Individual/Couple Retirement planning, Client Portfolio Design and Investment Analysis, Retirement Income Planning/Withdrawal Strategies, and Advanced Options Strategies along with insurance, life, disability to long-term health care, business pension plans, and employee benefits coordination. Scott holds a Bachelor of Science degree from Elon University. Also holds the Series 7, 4, 24, 53, 63 securities registrations through LPL Financial, and separately, Life & Health and Variable Annuity licenses. Scott is a Registered Representative with LPL Financial. Further, Scott is a CERTIFIED FINANCIAL PLANNER™ Professional and a Registered Financial Consultant®. CFP Certificate

Scott lives in Madison with his wife Karin and his three wonderful children. On the weekends Scott is busy going to his children soccer games, theater rehearsals and other activities. In his free time he enjoys golfing, biking, hiking and any other outdoor activity. Is an active member of the local Rotary Club.

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

Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC.

The LPL Financial representative(s) associated with this website may discuss and/or transact securities business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

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

Source: https://businessinnovatorsradio.com/interview-with-scott-staschke-president-of-guilford-financial-group-discussing-navigating-financial-fears-and-expectations]]>1250influential entrepreneurs,mike saundersfalsefull