Search for episodes from Business Innovators Radio with a specific topic:

Latest episodes from Business Innovators Radio

Interview with Ben Green Co-Founder of Ready2Retire & Author of Retire Rich in the New Economy

Play Episode Listen Later Sep 1, 2026 28:40


A 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, and is recognized nationwide as a top retirement, insurance, Medicare, and Social Security planner.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.netInfluential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-ben-green-co-founder-of-ready2retire-author-of-retire-rich-in-the-new-economy

Interview with Terry Wheeler Founder & CEO of WE Alliance Wealth Advisors Discussing The Retirement Income Blind Spot

Play Episode Listen Later Sep 1, 2026 19:17


WE Alliance Wealth Advisors if founded on the belief that an integrated Family Office style approach to wealth planning is the best way to protect and maximize the wealth client families work so hard to accumulate. Combine powerful proactive tax strategies, a powerful system of investing called Defined Outcome Investing, and a Family Centered approach to estate planning to deliver uncommon results while reducing risk for each client family. Founder Terry Wheeler's book “Laugh When the Market Crashes” is a must read book outlining this investment approach.The firm and its founder traces its roots back over 35 years with its origins beginning at Dean Witter Reynolds. In the 1990s the founder added a law degree focused on tax and estate planning advocacy. The integrated wealth, tax, and estate planning approach now truly sets them apart in a crowded financial planning space.Learn more: https://weriaadvisors.com/Buy the book at www.LaughWhenTheMarketCrashes.comAdvisor Coaching at www.StrategicWealthLegal.comAny opinions, projections, or forward-looking statements expressed herein are solely those of the author, may differ from the views or opinions expressed by WE Alliance Wealth Advisors, and are only for general informational purposes as of the date indicated.All investments involve risk; please consult with a financial advisor prior to investing.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-terry-wheeler-founder-ceo-of-we-alliance-wealth-advisors-discussing-the-retirement-income-blind-spot

Gabrielle Scout – Founder – Mark Stephen Pooler

Play Episode Listen Later Aug 31, 2026 14:53


Gabrielle Scout is an editor, strategist, and founder of Scout's Agency, a leading podcast visibility firm that has booked nearly 6,000 interviews and executed over 400 Podcast Tours for founders, authors, and thought leaders. She pioneered the Podcast Tour model seven years ago, long before podcast guesting became mainstream PR. Client results include 150 high-ticket inquiries from a single interview, 7,000 books sold in one month, and 100% quarter-over-quarter revenue growth. She is also Editor-in-Chief of REVUE and host of PODCAST by SCOUT. Her work has been featured in Forbes, Entrepreneur, and Business of Fashion. She lives in San Diego with her daughter.Links:https://www.scoutsagency.com/https://www.instagram.com/scoutsagency/Source: https://businessinnovatorsradio.com/gabrielle-scout-founder-mark-stephen-pooler

Liz Goll Lerner – Communication Expert – Mark Stephen Pooler

Play Episode Listen Later Aug 27, 2026 18:45


Liz Goll Lerner is a distinguished communication expert, psychotherapist, life coach, author, speaker, and artist who leverages her deep credentials in psychology, communication, and energetics to guide individuals and organizations through major transformative stages.With multi-decade experience working across diverse industries and personal circumstances, Liz has developed a powerful platform that empowers people and businesses to navigate change with resilience, clarity, and optimism. Her passionate mission is to ensure that every conversation—from the bedroom to the boardroom—creates a world we all truly want to live in through a strategic, holistic approach.https://yourinspiredchoices.com/Source: https://businessinnovatorsradio.com/liz-goll-lerner-communication-expert-mark-stephen-pooler

Interview with Terry Wheeler Founder & CEO of WE Alliance Wealth Advisors Discussing The Estate Planning Blind Spot

Play Episode Listen Later Aug 26, 2026 25:03


WE Alliance Wealth Advisors if founded on the belief that an integrated Family Office style approach to wealth planning is the best way to protect and maximize the wealth client families work so hard to accumulate. Combine powerful proactive tax strategies, a powerful system of investing called Defined Outcome Investing, and a Family Centered approach to estate planning to deliver uncommon results while reducing risk for each client family. Founder Terry Wheeler's book “Laugh When the Market Crashes” is a must read book outlining this investment approach.The firm and its founder traces its roots back over 35 years with its origins beginning at Dean Witter Reynolds. In the 1990s the founder added a law degree focused on tax and estate planning advocacy. The integrated wealth, tax, and estate planning approach now truly sets them apart in a crowded financial planning space.Learn more: https://weriaadvisors.com/Buy the book at www.LaughWhenTheMarketCrashes.comAdvisor Coaching at www.StrategicWealthLegal.comAny opinions, projections, or forward-looking statements expressed herein are solely those of the author, may differ from the views or opinions expressed by WE Alliance Wealth Advisors, and are only for general informational purposes as of the date indicated.All investments involve risk; please consult with a financial advisor prior to investing.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-terry-wheeler-founder-ceo-of-we-alliance-wealth-advisors-discussing-the-estate-planning-blind-spot

Interview with Terry Wheeler Founder & CEO of WE Alliance Wealth Advisors Discussing The Tax Blind Spot

Play Episode Listen Later Aug 26, 2026 24:17


WE Alliance Wealth Advisors if founded on the belief that an integrated Family Office style approach to wealth planning is the best way to protect and maximize the wealth client families work so hard to accumulate. Combine powerful proactive tax strategies, a powerful system of investing called Defined Outcome Investing, and a Family Centered approach to estate planning to deliver uncommon results while reducing risk for each client family. Founder Terry Wheeler's book “Laugh When the Market Crashes” is a must read book outlining this investment approach.The firm and its founder traces its roots back over 35 years with its origins beginning at Dean Witter Reynolds. In the 1990s the founder added a law degree focused on tax and estate planning advocacy. The integrated wealth, tax, and estate planning approach now truly sets them apart in a crowded financial planning space.Learn more: https://weriaadvisors.com/Buy the book at www.LaughWhenTheMarketCrashes.comAdvisor Coaching at www.StrategicWealthLegal.comAny opinions, projections, or forward-looking statements expressed herein are solely those of the author, may differ from the views or opinions expressed by WE Alliance Wealth Advisors, and are only for general informational purposes as of the date indicated.All investments involve risk; please consult with a financial advisor prior to investing.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-terry-wheeler-founder-ceo-of-we-alliance-wealth-advisors-discussing-the-tax-blind-spot

Interview with Terry Wheeler Founder & CEO of WE Alliance Wealth Advisors Discussing The Investment Blind Spot

Play Episode Listen Later Aug 26, 2026 23:51


WE Alliance Wealth Advisors if founded on the belief that an integrated Family Office style approach to wealth planning is the best way to protect and maximize the wealth client families work so hard to accumulate. Combine powerful proactive tax strategies, a powerful system of investing called Defined Outcome Investing, and a Family Centered approach to estate planning to deliver uncommon results while reducing risk for each client family. Founder Terry Wheeler's book “Laugh When the Market Crashes” is a must read book outlining this investment approach.The firm and its founder traces its roots back over 35 years with its origins beginning at Dean Witter Reynolds. In the 1990s the founder added a law degree focused on tax and estate planning advocacy. The integrated wealth, tax, and estate planning approach now truly sets them apart in a crowded financial planning space.Learn more: https://weriaadvisors.com/Buy the book at www.LaughWhenTheMarketCrashes.comAdvisor Coaching at www.StrategicWealthLegal.comAny opinions, projections, or forward-looking statements expressed herein are solely those of the author, may differ from the views or opinions expressed by WE Alliance Wealth Advisors, and are only for general informational purposes as of the date indicated.All investments involve risk; please consult with a financial advisor prior to investing.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-terry-wheeler-founder-ceo-of-we-alliance-wealth-advisors-discussing-the-investment-blind-spot

Interview with Steve Phillips Managing Partner of CCG CPAs

Play Episode Listen Later Aug 26, 2026 24:06


Steven Phillips, CPA, is a financial professional with a background in public accounting and extensive experience in tax planning, retirement strategies. He works with individuals, families, and business owners to develop coordinated financial strategies focused on tax efficiency, sustainable retirement income, and long-term wealth preservation. Steven is known for combining his accounting expertise with practical financial experience to help clients make informed decisions and build greater financial confidence.Lear More: https://www.ccgcpas.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-steve-phillips-managing-partner-of-ccg-cpas

Interview with Shelby Green Retirement Expert with Retirement Heroes Discussing Bond Replacements and Volatility Buffer

Play Episode Listen Later Aug 24, 2026 21:13


Retirement Heroes specializes in helping retirees and those nearing retirement secure their financial future with confidence. Whether it's ensuring a reliable income stream, protecting assets, or planning for healthcare costs, we take a personalized approach to understanding what matters most to each client. Our mission is to provide the guidance and strategies needed so they can enjoy their golden years without financial stress.Financial security in retirement isn't just about numbers—it's about peace of mind. I'm here to help retirees make informed decisions so they can enjoy life on their terms, without the fear of outliving their savings.Learn More: https://retirementheroes.org/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-shelby-green-retirement-expert-with-retirement-heroes-discussing-bond-replacements-and-volatility-buffer-2

​Bradford W. Tilden – Sound Healer – Mark Stephen Pooler

Play Episode Listen Later Aug 24, 2026 17:48


Bradford W. Tilden is a best-selling author, composer, and master sound healer, as well as one of the leading Universal White Time Gemstone Healing Teachers in North America. As the founder of Crystal Music Healing, Bradford integrates music, sound, crystals, and advanced energy modalities to create transformative experiences that activate human potential and accelerate spiritual evolution. His passion lies in inspiring and guiding others to step fully into their unique gifts and authentic divine expression. His healing music can be listened to on all streaming platforms. www.CrystalMusicHealing.comSource: https://businessinnovatorsradio.com/bradford-w-tilden-sound-healer-mark-stephen-pooler

Interview with Shelby Green Retirement Expert with Retirement Heroes Discussing Bond Replacements and Volatility Buffer

Play Episode Listen Later Aug 21, 2026 21:13


Retirement Heroes specializes in helping retirees and those nearing retirement secure their financial future with confidence. Whether it's ensuring a reliable income stream, protecting assets, or planning for healthcare costs, we take a personalized approach to understanding what matters most to each client. Our mission is to provide the guidance and strategies needed so they can enjoy their golden years without financial stress.Financial security in retirement isn't just about numbers—it's about peace of mind. I'm here to help retirees make informed decisions so they can enjoy life on their terms, without the fear of outliving their savings.Learn More: https://retirementheroes.org/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-shelby-green-retirement-expert-with-retirement-heroes-discussing-bond-replacements-and-volatility-buffer

Interview with Shelby Green Retirement Expert with Retirement Heroes Discussing Achieving Financial Clarity and Peace of Mind

Play Episode Listen Later Aug 21, 2026 21:53


Retirement Heroes specializes in helping retirees and those nearing retirement secure their financial future with confidence. Whether it's ensuring a reliable income stream, protecting assets, or planning for healthcare costs, we take a personalized approach to understanding what matters most to each client. Our mission is to provide the guidance and strategies needed so they can enjoy their golden years without financial stress.Financial security in retirement isn't just about numbers—it's about peace of mind. I'm here to help retirees make informed decisions so they can enjoy life on their terms, without the fear of outliving their savings.Learn More: https://retirementheroes.org/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-shelby-green-retirement-expert-with-retirement-heroes-discussing-achieving-financial-clarity-and-peace-of-mind

Interview with Shelby Green Retirement Expert with Retirement Heroes Discussing Reducing Unnecessary Risk in Financial Planning

Play Episode Listen Later Aug 19, 2026 21:01


Retirement Heroes specializes in helping retirees and those nearing retirement secure their financial future with confidence. Whether it's ensuring a reliable income stream, protecting assets, or planning for healthcare costs, we take a personalized approach to understanding what matters most to each client. Our mission is to provide the guidance and strategies needed so they can enjoy their golden years without financial stress.Financial security in retirement isn't just about numbers—it's about peace of mind. I'm here to help retirees make informed decisions so they can enjoy life on their terms, without the fear of outliving their savings.Learn More: https://retirementheroes.org/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-shelby-green-retirement-expert-with-retirement-heroes-discussing-reducing-unnecessary-risk-in-financial-planning

Interview with Rob Rickard, VP Senior Advisor Development Consultant with Simplicity InsurMark Discussing- How to Scale Your Practice With

Play Episode Listen Later Aug 19, 2026 22:51


Rob have over four decades in sales and marketing within the securities, real estate and insurance industries. As a senior executive with a Fortune 500 company, managing partner of his own investment firm, past school board president and member of multiple boards, his track record and affiliations demonstrate a high level of professionalism, as well as providing advisors with unique viewpoints to every situation that might arise in the growth of your practice.His years in senior management with a national independent marketing organization gives Robe firsthand knowledge of the obstacles a producer encounters, as well as the steps to take in moving beyond them. His dedication to service is what sets him apart from other marketers. Accessibility, enthusiasm, and personalized service are my trademarks. In 2018, a hand-picked group of advisors were chosen to develop Advisor Mentorship Program (AMP) to link themselves to a network of successful advisors across the country and share best practices. This program helped our advisors double their production collectively as a group. In 2019, this same group of advisors grew their business an additional 25%., 2020, up 23%, 2021 up 24% and 2022 up 34%.If you are an independent advisor establishing a practice based on integrity, leadership, and growth, then a relationship with Simplicity InsurMark and his team should be on your immediate “to do” list. They are dedicated to you, the independent advisor, and everything they do is committed to making sure you have the resources and support necessary to provide the very best solutions to their clients, and their practice. Are you ready to catapult the business to the next level—and beyond? Then they invite to meet their team and customize a growth plan suited especially to you. At Simplicity InsurMark, it's about people, it's about relationships and it's about the long-term. Give them a call, let's learn more about each other and see if there.Learn more: http://insurmark.net/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-rob-rickard-vp-senior-advisor-development-consultant-with-simplicity-insurmark-discussing-how-to-scale-your-practice-without-losing-your-sanity

Interview with Rob Rickard, VP Senior Advisor Development Consultant with Simplicity InsurMark Discussing- How to Harness the Power of the

Play Episode Listen Later Aug 19, 2026 18:56


Rob have over four decades in sales and marketing within the securities, real estate and insurance industries. As a senior executive with a Fortune 500 company, managing partner of his own investment firm, past school board president and member of multiple boards, his track record and affiliations demonstrate a high level of professionalism, as well as providing advisors with unique viewpoints to every situation that might arise in the growth of your practice.His years in senior management with a national independent marketing organization gives Robe firsthand knowledge of the obstacles a producer encounters, as well as the steps to take in moving beyond them. His dedication to service is what sets him apart from other marketers. Accessibility, enthusiasm, and personalized service are my trademarks. In 2018, a hand-picked group of advisors were chosen to develop Advisor Mentorship Program (AMP) to link themselves to a network of successful advisors across the country and share best practices. This program helped our advisors double their production collectively as a group. In 2019, this same group of advisors grew their business an additional 25%., 2020, up 23%, 2021 up 24% and 2022 up 34%.If you are an independent advisor establishing a practice based on integrity, leadership, and growth, then a relationship with Simplicity InsurMark and his team should be on your immediate “to do” list. They are dedicated to you, the independent advisor, and everything they do is committed to making sure you have the resources and support necessary to provide the very best solutions to their clients, and their practice. Are you ready to catapult the business to the next level—and beyond? Then they invite to meet their team and customize a growth plan suited especially to you. At Simplicity InsurMark, it's about people, it's about relationships and it's about the long-term. Give them a call, let's learn more about each other and see if there.Learn more: http://insurmark.net/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-rob-rickard-vp-senior-advisor-development-consultant-with-simplicity-insurmark-discussing-how-to-harness-the-power-of-the-largest-imo

Interview with Shelby Green Retirement Expert with Retirement Heroes Discussing Navigating Income Planning

Play Episode Listen Later Aug 19, 2026 22:14


Retirement Heroes specializes in helping retirees and those nearing retirement secure their financial future with confidence. Whether it's ensuring a reliable income stream, protecting assets, or planning for healthcare costs, we take a personalized approach to understanding what matters most to each client. Our mission is to provide the guidance and strategies needed so they can enjoy their golden years without financial stress.Financial security in retirement isn't just about numbers—it's about peace of mind. I'm here to help retirees make informed decisions so they can enjoy life on their terms, without the fear of outliving their savings.Learn More: https://retirementheroes.org/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-shelby-green-retirement-expert-with-retirement-heroes-discussing-navigating-income-planning

Interview with Rob Rickard, VP Senior Advisor Development Consultant with Simplicity InsurMark Discussing- Is It Time to Outgrow Your IMO?

Play Episode Listen Later Aug 18, 2026 21:34


Rob have over four decades in sales and marketing within the securities, real estate and insurance industries. As a senior executive with a Fortune 500 company, managing partner of his own investment firm, past school board president and member of multiple boards, his track record and affiliations demonstrate a high level of professionalism, as well as providing advisors with unique viewpoints to every situation that might arise in the growth of your practice.His years in senior management with a national independent marketing organization gives Robe firsthand knowledge of the obstacles a producer encounters, as well as the steps to take in moving beyond them. His dedication to service is what sets him apart from other marketers. Accessibility, enthusiasm, and personalized service are my trademarks. In 2018, a hand-picked group of advisors were chosen to develop Advisor Mentorship Program (AMP) to link themselves to a network of successful advisors across the country and share best practices. This program helped our advisors double their production collectively as a group. In 2019, this same group of advisors grew their business an additional 25%., 2020, up 23%, 2021 up 24% and 2022 up 34%.If you are an independent advisor establishing a practice based on integrity, leadership, and growth, then a relationship with Simplicity InsurMark and his team should be on your immediate “to do” list. They are dedicated to you, the independent advisor, and everything they do is committed to making sure you have the resources and support necessary to provide the very best solutions to their clients, and their practice. Are you ready to catapult the business to the next level—and beyond? Then they invite to meet their team and customize a growth plan suited especially to you. At Simplicity InsurMark, it's about people, it's about relationships and it's about the long-term. Give them a call, let's learn more about each other and see if there.Learn more: http://insurmark.net/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-rob-rickard-vp-senior-advisor-development-consultant-with-simplicity-insurmark-discussing-is-it-time-to-outgrow-your-imo

Kristin Rosmorduc – Leadership – Mark Stephen Pooler

Play Episode Listen Later Aug 18, 2026 18:36


Human-Centered Leadership: How to Align Culture, Accelerate Growth, and Navigate Change | Kristin Rosmorduc​Brilliance Business TV is thrilled to feature an elite masterclass conversation with the incredible Kristin Rosmorduc!​Kristin Rosmorduc is a Strategic Growth Consultant specializing in high-impact leadership development, organizational alignment, and human-centered transformation.​She partners with small and mid-sized businesses, as well as enterprise marketing and business leaders, to build the clarity, communication, and alignment necessary to thrive. Through her strategic approach, Kristin helps organizations strengthen their workplace cultures, accelerate sustainable growth, and navigate complex change with total confidence.http://www.creativeclaritysolutions.com/Source: https://businessinnovatorsradio.com/kristin-rosmorduc-leadership-mark-stephen-pooler

Dr. Bruce H. Lipton – Cellular Biologist – Mark Stephen Pooler

Play Episode Listen Later Aug 14, 2026 71:44


Dr. Bruce H. Lipton is an internationally recognized cellular biologist, pioneer in epigenetics, and the world-renowned bestselling author of The Biology of Belief. A former senior research scientist at Stanford University's School of Medicine, Dr. Lipton's groundbreaking cloning experiments revealed the biochemical pathways by which the mind controls genetic activity, proving that genes do not control our destiny—our environment, thoughts, and beliefs do. Named one of the world's most spiritually influential living people by the Watkins Journal and recipient of Japan's prestigious Goi Peace Award, Dr. Lipton has spent decades challenging scientific orthodoxy with a revolutionary message of human empowerment. ​In this powerful masterclass, Dr. Lipton unveils the paradigm-shattering insights from his brand-new book, Beyond Darwin: How Epigenetics, Quantum Science, and Cooperation Shape Humanity's Future (featuring a foreword by Gregg Braden). Moving past Darwin's century-old “survival of the fittest” paradigm, Dr. Lipton merges quantum physics, epigenetics, and fractal geometry to prove that evolution's true strategy is cooperation. Discover how current global turmoil is actually a necessary breakdown before a major evolutionary breakthrough—and how we can become conscious creators of a cooperative civilization. https://www.brucelipton.com/Source: https://businessinnovatorsradio.com/dr-bruce-h-lipton-cellular-biologist-mark-stephen-pooler

Interview with Michael Clementi, Advisor Development Consultant with Simplicity Group

Play Episode Listen Later Aug 8, 2026 25:22


Michael Clementi is an advisor development consultant at Simplicity Group. Over the course of his 8 years in the financial services industry he has built meaningful relationships with advisors across the country while supporting and growing their practices. Clementi offers immense support to the advisors he works with through his deep understanding of building effective financial strategies to achieve clients' long term goals. Additionally, he provides instrumental value in their continued growth by keeping them up to date and educated on the latest industry trends.Learn More: https://www.simplicitygroup.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-michael-clementi-advisor-development-consultant-with-simplicity-group

Interview with Mark Miller, President and CEO of Hilton Wealth

Play Episode Listen Later Aug 8, 2026 22:13


With nearly 40 years in tax and wealth management, Mark Miller helps business owners, executives, and high-net-worth individuals build, protect, and sustain their wealth. As a best-selling author, his book Hilton Wealth: How to Invest Like an American Dynasty reveals the investment and tax strategies used by Fortune 500 firms and the Hilton family.Featured in over 200 major publications, including Kiplinger's, The New York Times, and Money Magazine, Mark has also appeared as a financial expert on Fox News and national media. Recognized as a Presidential Businessman of the Year, he received a personal commendation from President George W. Bush.Miller is the Managing Director of the Hilton Family office and CEO of Hilton Tax and Wealth Advisors, partnered with J. Bradley Hilton , the grandson of the legendary Hotelier Conrad Hilton. Via their Hilton TruWealth Portfolios™, Mark empowers clients with Smart Money level wealth-building strategies, ensuring financial security and lasting legacies. Hilton's mission is to help clients invest and grow wealth like an American DynastyLearn More: https://www.hiltonwealth.comInfluential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-mark-miller-president-and-ceo-of-hilton-wealth

Interview with Chris Hudspeth Founder of Retriever Financial

Play Episode Listen Later Aug 3, 2026 24:28


Chris Hudspeth is on a mission to bring the Pension back! Author of The 21st Century Pension and host of the Money By Chris Podcast, Chris shows people how to roll their 401(k) into passive income for retirement with honesty, clarity, and zero financial jargon.Learn more: https://www.retrieverfinancial.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-chris-hudspeth-founder-of-retriever-financial

Episode 52: The Price Is the Price: Building Trust in a Low-Bid Industry

Play Episode Listen Later Aug 3, 2026 54:36


In remodeling and construction, the cheapest bid often gets the most attention—but it rarely tells the full story.In this episode, Jeremy sits down with Doug Riggs, Co-Owner and President of Creative Roofing Co. and founder of Riggs Home Builders, to talk about building trust in an industry where homeowners are skeptical, competitors are underbidding, and quality is often hard to explain.They discuss how great contractors educate clients, protect their margins, stand behind their work, and create value beyond price. This conversation is about more than roofing—it is about what it takes to run a referral-worthy construction business without racing to the bottom.In The Zonehttps://businessinnovatorsradio.com/in-the-zone/Source: https://businessinnovatorsradio.com/episode-52-the-price-is-the-price-building-trust-in-a-low-bid-industry

Interview with Kevin Nuber Financial Advisor Development Consultant with Simplicity

Play Episode Listen Later Jul 31, 2026 22:31


Kevin Nuber started with an IMO / FMO called LifePro Financial Services in 2004 where he worked for 20 years and helped the company build, scale, and ultimately capitalize the business. As a stock holder, he was able to experience the problems a business faces and what it was like to ultimately capitalize. Now Kevin partners with financial advisors who want to stop being product sales people and instead want to become confident business owners and build a business bigger than just themselves.Learn More: https://www.kevinnuber.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-kevin-nuber-financial-advisor-development-consultant-with-simplicity

Alpha Queens Rising: Sarah Bouse ASCEND — THE WOMAN BENEATH THE LABELS

Play Episode Listen Later Jul 20, 2026 40:35


Sarah Bouse, FNTP, is a Functional Nutritional Therapy Practitioner, speaker, mentor, and creator of the ASCEND Method™. Through her practice, Ascend Wellness, she helps high-achieving women reclaim command of their health and hormones using root-cause nutrition and lifestyle strategies. As a foster mother and advocate for generational healing, she champions safety, compassion, and listening to the body. Sarah lives in Nebraska with her husband, two children, and four foster children.THE ASCEND METHOD This is Sarah's exact method: A – Alignment: hormones, lifestyle, and mindset working together S – Stress & Sleep: restore rest and regulate adrenals C – Cellular & Gut Health: heal digestion and reduce inflammation E – Energy & Blood Sugar: stabilize energy and eliminate burnout N – Nourish Liver & Immune: support detoxification and immunity D – Daily Resilience: sustainable habits for lasting results ASCEND is not about rules. It is about rising.Sarah Bouse is a woman who learned to listen when her body refused to be silenced. Long before she became a practitioner, mentor, and guide for women navigating burnout and hormonal imbalance, Sarah was doing what many women are taught to do: push through, stay quiet, and assume suffering was normal. Fatigue followed her through childhood and adolescence. Symptoms were dismissed, minimized, or treated as inconveniences rather than warnings. Sarah adapted. She endured. Until her body drew a hard line. In her early twenties, a medical emergency forced Sarah to confront a truth she could no longer ignore: her body was not failing her — it was demanding to be heard. As she entered motherhood and faced infertility diagnoses, miscarriages, and repeated medical dismissal, she realized compliance would cost her more than resistance ever could. She chose a different path. Instead of accepting surface answers, Sarah began asking deeper questions. Instead of managing symptoms, she sought root causes. Through functional nutrition, lifestyle alignment, and nervous system restoration, she experienced what few had prepared her for — her body responded. Healing was not only possible; it was intelligent. That awakening reshaped her life. Sarah went on to train as a Functional Nutritional Therapy Practitioner, complete advanced clinical education, and mentor practitioners worldwide. She developed the ASCEND Method™, a framework that helps women move out of survival mode and into sustainable energy, clarity, and leadership by working with their bodies instead of fighting them. Today, Sarah has helped hundreds of women reclaim both their health and their authority. As a mother and foster parent, she advocates fiercely for those navigating systems that too often fail to listen. Her work is grounded not in perfection, but in lived experience. What makes Sarah a leader worth following is not that she mastered her body. It's that she honored it. She is the woman who stopped apologizing for listening. She is the woman who chose advocacy over compliance. She is the woman who rose — and teaches others how to rise with her. Sarah Bouse is an Alpha Queen Rising. Read the book: https://www.amazon.com/dp/B0GCVDSRRBWomen Innovators with Tami Patzerhttps://businessinnovatorsradio.com/women-innovators-with-tami-patzer/Source: https://businessinnovatorsradio.com/alpha-queens-rising-sarah-bouse-ascend-the-woman-beneath-the-labels

Alpha Queens Rising – Wellness for Any Body with Samantha Rambo, FNP-C

Play Episode Listen Later Jul 20, 2026 32:55


Samantha Rambo, FNP-C, did not set out to build a movement. She set out to survive — to protect her daughter, to finish her education, and to show up for patients who were often scared, unheard, and left behind by a system that moved too fast to notice them. What began as a practical decision to work in healthcare became a reckoning with loss, responsibility, and purpose. From hospital rooms marked by silence, to dorm rooms shared with textbooks and toys, Samantha's path was shaped by the moments when care arrived too late — and the conviction that it didn't have to be that way. Today, she stands as a healthcare leader and founder of Wellness for Any Body™, committed to empowering people before crisis strikes. This chapter is not just the story of a nurse practitioner — it is the story of a woman who refused to accept a system that fails the vulnerable, and chose instead to rise and rebuild it from the inside out.Read the Book: https://www.amazon.com/dp/B0GCVDSRRBWomen Innovators with Tami Patzerhttps://businessinnovatorsradio.com/women-innovators-with-tami-patzer/Source: https://businessinnovatorsradio.com/alpha-queens-rising-wellness-for-any-body-with-samantha-rambo-fnp-c

Alpha Queens Rising with Jennifer Jorgensen – Every System Failed Her Daughter — So She Built a New One

Play Episode Listen Later Jul 20, 2026 119:10


Every System Failed Her Daughter — So She Built a New OneJennifer Jorgensen never imagined she would become a mental health advocate.She was simply a mother. Trying to protect her daughter. Doing what mothers do when they see their child hurting — asking for help, demanding intervention, refusing to accept dismissal as an answer.Every system failed her.And then came the call that no parent should ever receive.What Jennifer did next — not in spite of her grief but because of it — is a story about what happens when a woman refuses to let tragedy be the final word.She Saw It Before Anyone ElseJennifer's daughter was a sensitive, deeply feeling child whose emotional world was often overwhelming. She was also the girl who wholeheartedly embraced a community project her mother created called Cookies with Cops — a simple, intentional idea that children and police officers who decorated cookies together might see each other with more compassion. Her daughter wanted to build bridges in a world full of walls.That was the essence of who she was.When the brightness began to dim, Jennifer noticed immediately. She writes in her chapter of Alpha Queens Rising: Where Purpose Meets Power: “I always knew my daughter was special. Her heart was sensitive, deep, and intuitive. When something shifted — when her brightness dimmed — I noticed immediately.”She asked for help from doctors, therapists, anyone who might intervene. The responses were dismissive. She is overreacting. Teenagers are emotional. She will grow out of it.“But I knew the difference between dramatic and drowning.”The Concussion That Changed EverythingThen came the concussion — a head injury that altered the entire landscape of her daughter's health. Jennifer watched her struggle to think clearly, to regulate her emotions, to simply feel like herself again.What many families don't know — and what Jennifer now teaches others — is that head injuries alter brain chemistry in ways that even medical professionals routinely underestimate. When you add hormonal changes and a nervous system already running on overload, the result is a storm that looks invisible from the outside. Jennifer could see it clearly. She asked for help. She was told to wait.Hormones, emotional sensitivity, and brain trauma created a crisis that no one in the medical system would acknowledge with the urgency it deserved.Still no safety plan. No immediate intervention. No one who treated her mother's instinct as data worth acting on.The First AttemptThe day her daughter attempted suicide for the first time was the day Jennifer's world permanently bent.Emergency room. Minimal evaluation. A checklist. A discharge. The label attached to the chart: attention-seeking behavior.Outpatient therapy was offered — weeks out. Not days. Weeks. In a crisis that required immediate care, the system handed them a waiting list.“It felt like screaming into a void,” Jennifer writes.She screamed anyway. She called. She followed up. She advocated louder and longer than any parent should have to. She documented everything. She did not accept the system's pace when her daughter's life was the stakes.None of it was enough.The CallAnd then came the call that ended everything.One sentence. Her daughter was gone.All the warnings Jennifer had raised. All the doors she had knocked on. All the late nights monitoring her daughter's breathing, sitting outside her room, checking and rechecking.None of it mattered because the world did not listen.Grief after losing a child is not a wound — it is a world. Everything inside it reorganizes. The air is different. Time moves differently. Jennifer questioned herself in every direction. Did she do enough? Did she miss something? Was there one more door she should have knocked on?Her answer is clear and she has said it publicly, repeatedly, because it needs to be heard: “I didn't fail her. The system failed her. And I refuse to let silence win.”A Mission Born From the UnspeakableJennifer made a choice in the aftermath of that loss that only the most courageous women make. She decided her daughter's life would not end with her death. It would become a mandate.“If God chose me to be her mother,” she writes, “then He is choosing me now to be her voice.”She began creating Care Kits for teens in crisis — something tangible a struggling young person could hold in their hands that said one simple thing: you matter today. Not after the waiting list clears. Not after someone returns a call. Today.As parents and teens began sharing how these kits opened conversations that had previously been impossible, Jennifer realized she had built something more than comfort. She had built a point of intervention.The Care Bag ProgramShe took that realization to her county's sheriff's department. They listened. Together, they created the Care Bag Program — a tangible, immediate resource for families navigating mental health emergencies in real time.Each bag is assembled with care and purpose. It contains a small sharps box, a cabinet lock, a drug-dissolver pouch, Narcan, tools for de-escalating anxiety, and local emergency resources. Every item has a reason. Every item represents a gap in the system that Jennifer refused to accept.She is actively building additional programs to support both teens and adults at risk. The work has expanded beyond kits and into education, community partnerships, and public awareness — because Jennifer understands that one program is not enough. The system failed at multiple points. The response has to match the scale of the failure.If even one life is saved because of her daughter's story, she writes, her purpose continues.What She Needs the World to HearJennifer Jorgensen is a mental health advocate dedicated to preventing suicide and supporting families in crisis. Guided by her Christian faith and her daughter's legacy, she creates Care Kits for teens and collaborates with law enforcement to provide immediate, accessible resources for families when they need them most.Her message is not abstract. It is specific, urgent, and grounded in what she learned the hardest way a mother can learn anything:“Parents know their children. Our voices must matter.”Mental health struggles are real. Brain injuries matter. Anxiety is not drama. Silence is deadly. Suicide is preventable. And a waiting list is not a safety plan.She fights now because her daughter cannot. She speaks now because her daughter was silenced. She builds now because every child deserves better than what her daughter received.Her mission is clear and it will not stop: no child should feel so alone that they believe there is no way out.Alpha Queens Rising: Where Purpose Meets Power is available now. A portion of proceeds supports FITGirl, Inc.If you or someone you know is in crisis, call or text 988 to reach the Suicide and Crisis Lifeline.Read the book: https://www.amazon.com/dp/B0GCVDSRRBWomen Innovators with Tami Patzerhttps://businessinnovatorsradio.com/women-innovators-with-tami-patzer/Source: https://businessinnovatorsradio.com/alpha-queens-rising-with-jennifer-jorgensen-every-system-failed-her-daughter-so-she-built-a-new-one

Alpha Queens Rising: Angel Cottrell knows how to build powerful things.

Play Episode Listen Later Jul 20, 2026 50:49


She Built a Million-Dollar Nonprofit at 27. Then She Lost Everything. What She Built Next Changed Her Forever.Angel Cottrell knows how to build powerful things.She also knows how to rebuild them when they collapse.By twenty-seven, she had already done what most people never dare to imagine. As a young, single mother in Santa Barbara, she founded and led a progressive, multi-million-dollar nonprofit that transformed the lives of people with severe developmental disabilities. She created supported-living homes, staffed twenty-four hours a day, where dignity replaced institutionalization. She launched a state and federally licensed day program. She recruited a team of fifty-five staff members and a full management structure.She did all of this without money, without a college education, without a roadmap. Only passion, grit, and an unshakable calling to change lives.Then her thirties came for her. And they did not come gently.The First FireAngel's twenties were a testament to what is possible when a woman refuses to accept limitation as fact. She had learned early what determination could accomplish — and she ran toward the hardest problems with both hands open.She writes in her chapter of Alpha Queens Rising: Where Purpose Meets Power: “I didn't have the age. I didn't have the degree. I sure as hell didn't have the advantage. But I had fire. And for a while, that fire carried everything.”Then her thirties arrived.The DemolitionPeople talk about transformation like it arrives as a single breakthrough moment. Angel's was a demolition.In the space of a few years, every major area of her life collapsed simultaneously. She lost the nonprofit — the work she had dedicated her entire adult life to since she was nineteen. She experienced a heartbreak that cracked her open in ways she did not know love could hurt. She was raising her daughter alone with no financial support from her daughter's father. Friends she thought were family abandoned her. Family members turned away.And the worst part, she says, was that she abandoned herself in the process.The achiever. The leader. The mother who always held it together. Every piece of that identity evaporated. Her confidence was gone. Her stability gone. She found herself financially drowning in a city where rent alone can break you, ashamed, overwhelmed, and terrified that she had peaked before she turned thirty-five.Bad Country Music“I despise country music,” she writes. “But suddenly, I was living a bad country music song.”To cope, she drank — two bottles of wine a night — just to numb the panic, the fear, the disbelief that this was her life. It was not about partying. It was survival. It was silence. It was shutting down the noise long enough to pass out, because sleep did not come easily in those long dark nights.Eventually, she entered intensive therapy and was on disability for two years.“My mind, body, and soul wove the white flag. I couldn't work my way out of this situation. I had burned myself down to ash.”The Deepest AbandonmentThe collapse taught Angel something she had not known before: the deepest abandonment is not what other people do to you. It is what you do to yourself.She had disconnected from feeling. From hope. Even, at times, from her own daughter — not because she did not love her, but because she had nothing left to give.Being the strong one, she discovered, becomes a prison when you no longer have the strength.She did not understand that falling apart was the only path toward eventually rising. She thought breaking meant failing. She did not realize it was the beginning of something she had been praying for — even if she did not know what the prayer was asking her to sacrifice.The Tower MomentHer tower moment was not a single dramatic day. It was the slow, undeniable realization that she was the common thread in every area that had fallen apart.“That wasn't blame,” she writes. “It was liberation. If my choices helped build the version of life that was collapsing, then my choices could build a better one.”No one was coming to save her. She had to save herself.Even in her darkest season, she kept finishing school. It was not glamorous or impressive. It was survival. Completing something she had once doubted she could do anchored her through the storm.The Birth of ApolloOut of the wreckage came clarity. And that clarity became Apollo Consultancy Group.Apollo symbolizes the journey from darkness into light — the courage to become the identity required by your calling. Angel's philosophy is grounded in a truth she earned the hard way: to experience significant change, you must change significantly.Today, as the CEO and founder of Apollo Consultancy Group, she guides CEOs, founders, and executives through identity transformation and embodied leadership. Apollo is the bridge between strategy and soul, between ambition and embodiment, between business growth and identity evolution.She teaches embodiment — not performance. She teaches leaders to build businesses that are alive, dynamic, heart-driven, and aligned with a sacred mission.“To experience significant change, you must change significantly.”She is building again — and yes, it is messy and uncertain. But uncertainty no longer feels like danger. It feels like alignment. Every rise requires a fall. Every becoming requires a shedding.Angel Cottrell is an Alpha Queen who rose — not to prove anything, but to lead with integrity, purpose, and heart. Her chapter is dedicated to her daughter Alexandra, whose love reminded her that rebuilding always begins at home.To every woman who believed her fall was failure: it was never the end. It was the beginning of your rise.Alpha Queens Rising: Where Purpose Meets Power is available now. A portion of proceeds supports FITGirl, Inc.Get the book: https://www.amazon.com/dp/B0GCVDSRRBWomen Innovators with Tami Patzerhttps://businessinnovatorsradio.com/women-innovators-with-tami-patzer/Source: https://businessinnovatorsradio.com/alpha-queens-rising-angel-cottrell-knows-how-to-build-powerful-things

Championing Financial Literacy: Larissa Reid's Mission for Community Impact

Play Episode Listen Later Jul 20, 2026 31:42


A rich narrative unfolds as Dr. Tamara Patzer engages with Larissa Reid, CEO of In the Black Business Services, in a profound exploration of resilience and entrepreneurship. Larissa's journey, marked by the challenges of motherhood and the triumphs of business ownership, serves as a compelling case study in overcoming adversity. From her early days of managing a burgeoning business amidst the complexities of raising twins with special needs, Larissa demonstrates how necessity can fuel innovation and drive success. The conversation reflects on her evolution from working at her kitchen table to establishing a thriving accounting firm, underscoring the critical importance of education and financial literacy in empowering small business owners.As the dialogue progresses, the focus shifts to Larissa's contributions to the anthology ‘Alpha Queens Rising', where her chapter stands out for its insightful discourse on self-mastery and legacy creation. This segment of the discussion highlights the emotional depth of her narrative, particularly when recounting her son's heartfelt reaction to her becoming an author. This moment encapsulates the personal stakes involved in her professional endeavors and illustrates the significant role that familial support plays in one's journey.Larissa's aspirations extend beyond individual success; she aims to impact 111 million lives through her advocacy for financial literacy, particularly among women and children, fostering a legacy of empowerment and resilience. The episode culminates with Larissa discussing her forthcoming speaking engagements, including her participation in significant events aimed at uplifting women and communities. Her experiences reflect a broader commitment to creating a supportive network for aspiring entrepreneurs, emphasizing the importance of mentorship and education. The conversation encapsulates the essence of resilience, illustrating how personal experiences can inspire collective empowerment and drive societal change. Larissa Reid emerges as a powerful voice for women in business, advocating for a future where everyone has the opportunity to rise and succeed.Takeaways:The podcast features Larissa Reid, the founder and CEO of In the Black Business Services, who has significantly impacted her community through financial education.Larissa's chapter in the book Alpha Queens Rising emphasizes resilience, self-mastery, and the importance of building a legacy while supporting a family.Through her unique experiences, Larissa aims to inspire women by demonstrating that it is possible to overcome obstacles and achieve one's dreams.Larissa discusses her journey from a challenging personal life to becoming an award-winning business owner and community advocate for financial literacy.She emphasizes the importance of education and mentorship, aiming to impact 111 million lives through her initiatives and teachings.Larissa's commitment to her community involves teaching financial literacy to both adults and children, fostering a culture of entrepreneurship and empowerment.Read the book: https://www.amazon.com/ALPHA-QUEENS-RISING-Where-Purpose/dp/B0GCVDSRRBWomen Innovators with Tami Patzerhttps://businessinnovatorsradio.com/women-innovators-with-tami-patzer/Source: https://businessinnovatorsradio.com/championing-financial-literacy-larissa-reids-mission-for-community-impact

Navigating Anxiety: The Path to Self-Confidence with Tiffany Lukasiewicz

Play Episode Listen Later Jul 20, 2026 24:57


The conversation between Dr. Tamara Patzer and Tiffany Lukasiewicz captivates the listener by delving into the profound journey of self-discovery and empowerment that defines Tiffany's life. Tiffany, an author and advocate for women, shares her experiences of childhood bullying and the resulting struggles with self-esteem and identity. From her early days of feeling invisible and pressured to conform, she evolved into a beacon of strength for women navigating similar challenges. The pivotal moment in her life came when she recognized the importance of embracing her authentic self rather than succumbing to societal expectations. This transformation is not merely a personal victory; it reflects a broader narrative of empowerment that resonates deeply with women seeking to reclaim their voices and assert their worth.Through her recently published book chapter, ‘Stand Tall, Roar Loud, Live Fierce,' Tiffany invites women to acknowledge their inherent strength and embark on their own journeys of self-acceptance and self-leadership. Moreover, the dialogue transitions to Tiffany's innovative ‘Embodied Lioness Framework,' a transformative approach aimed at helping women break free from cycles of self-doubt and anxiety. Central to this framework is the practice of somatic healing, where the connection between the mind and body is emphasized. Tiffany elucidates how understanding bodily sensations can lead to emotional release and empowerment. She addresses the common misconception that healing entails the suppression of negative emotions, instead advocating for a holistic understanding of emotions as integral to personal growth. This framework encourages women to recognize and regulate their feelings, ultimately fostering a healthier relationship with themselves and those around them. The conversation culminates in a powerful message that encourages women to embrace their inner lioness, affirming that it is never too late to embark on a healing journey toward confidence and self-leadership.Read the book https://www.amazon.com/ALPHA-QUEENS-RISING-Where-Purpose/dp/B0GCVDSRRB Women Innovators with Tami Patzerhttps://businessinnovatorsradio.com/women-innovators-with-tami-patzer/Source: https://businessinnovatorsradio.com/navigating-anxiety-the-path-to-self-confidence-with-tiffany-lukasiewicz

Interview with Rick Miller, Founder of Miller Wealth Planning Discussing Protecting the Surviving Spouse in Retirement

Play Episode Listen Later Jul 17, 2026 21:18


At Miller Wealth Planning, we provide Doctors, business owners and other high-net-worth individuals a comprehensive, bulletproof financial plan. Rick has put together an exceptionally talented and experienced team to show you how to manage the numerous risks high-net-worth professionals face.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 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: https://www.thecaregapsolution.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 Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-rick-miller-founder-of-miller-wealth-planning-discussing-protecting-the-surviving-spouse-in-retirement

Interview with Jon Bowles, Founder of JLB Financial

Play Episode Listen Later Jul 16, 2026 23:02


For nearly three decades, He has helped Southern California families plan for complex financial goals — building retirement income, protecting what they've earned, managing taxes, and passing on what matters to the people they love.Since 1997, Jon has worked with hundreds of individuals, families, and business owners to build and execute comprehensive retirement income plans. I've guided clients through two major economic downturns, and those experiences shaped the cornerstone of my practice: preserving capital comes first. Growth matters, but in retirement, what you keep matters more.His approach is holistic. He looks at the financial house from every angle — wealth management, retirement income, tax planning, Medicare and IRMAA exposure, Social Security timing, and legacy — because these pieces don't work in isolation, and neither should your plan. Trust review and trust planning are a core part of that work: he regularly helps families make sure their trusts still reflect their wishes, their assets, and current law — not the circumstances of a decade ago. And as an IRMAA Certified Planner, Jon pays particular attention to a cost most retirees never see coming: Medicare premium surcharges that can quietly drain tens of thousands from a retirement over time.Jon is a graduate of UCLA and began his career at Morgan Stanley Dean Witter, followed by Citi Personal Wealth Management and NettWorth Financial Group, before founding his own firm. That path — from Wall Street institutions to independent practice — was deliberate. Independence means his recommendations answer to people's goals, not a product shelf.Away from the office, Jon is a husband and father of three. His wife, an attorney, and I built our family the same way he helps clients build their retirements: with hard work, discipline, and a long view. Watching their kids grow into their own success is a daily reminder of why this work matters — a well-built plan isn't just about them. It's about everyone who comes after them.Whether they're just beginning to think about retirement or need a second opinion on an existing plan, He'll take the time to understand their unique situation and give them straight answers.Jon L. Bowles is an investment adviser representative with Secure Investment Management and holds California Insurance License #0C88392.Learn more: http://www.jlbfinanciallegacyplanning.com/Secure Investment Management, LLC (“SIM”) is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration as an investment adviser does not imply a certain level of skill or training. Our Form ADV disclosure documents are available upon request or on the SEC's Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-jon-bowles-founder-of-jlb-financial

Thomas Campbell – Founder of The Light Project on Hope, Transformation & Community

Play Episode Listen Later Jul 13, 2026 42:53


In this inspiring episode, TC Bradley sits down with Thomas Campbell, founder of The Light Project and author of From Ashes Into the Light, to explore an extraordinary journey from childhood homelessness and foster care to a life dedicated to restoring hope for others. Thomas shares the powerful experiences that shaped his vision for The Light Project, including a life-changing divine revelation that inspired him to create 24-hour Lighthouse Transformation Centers where individuals can find practical resources, compassion, and a pathway toward spiritual, mental, and physical transformation.The conversation explores transformational leadership, the importance of truth, purpose, community, and the need to unite people beyond labels and differences. Thomas also reveals his vision for creating safe, thriving communities built on respect, integrity, education, and personal growth while inviting mission-aligned organizations and corporate partners to help bring this bold vision to life.To learn more, visit Thomas's website, explore From Ashes Into the Light, and discover how you can support or partner with The Light Project to help bring hope, healing, and lasting transformation to communities around the world.Source: https://businessinnovatorsradio.com/thomas-campbell-founder-of-the-light-project-on-hope-transformation-community

​Carroll Patrizi – Founder – Mark Stephen Pooler

Play Episode Listen Later Jul 7, 2026 19:39


Brilliance Business is thrilled to feature an elite masterclass conversation with the incredible ​Carroll Patrizi!​Carroll Patrizi One of Eleven Productions | FounderLeading with Faith, Carroll Patrizi is a storyteller, podcaster, speaker, mentor and co-author.carrollpatrizi.comSource: https://businessinnovatorsradio.com/carroll-patrizi-founder-mark-stephen-pooler

Leanne Harrell McCoy REWRITING THE NARRATIVE — HOW A SHATTERED FEMUR TAUGHT ME TO STAND STRONG

Play Episode Listen Later Jun 30, 2026 27:46


ABOUT LEANNE HARRELL-MCCOYLeanne Harrell-McCoy is a leader, motivator, and advocate for strength through movement. After shattering her femur in a life-changing accident, she rebuilt her body and mindset, proving that resilience is a choice. She now inspires others to rewrite their narratives and rise with unwavering determination.ALPHA QUEEN REFLECTIONLeanne Harrell-McCoy embodies the Alpha Queen spirit through her fierce resilience and unwavering heart. She did not simply recover — she transformed. Her story reminds us that real power isn't measured by speed or physical strength, but by belief, persistence, and the decision to rise again. She stands not as the woman who never fell, but as the Queen who rose anyway.Read more: https://www.amazon.com/ALPHA-QUEENS-RISING-Where-Purpose/dp/B0GCVDSRRBWomen Innovators with Tami Patzerhttps://businessinnovatorsradio.com/women-innovators-with-tami-patzer/Source: https://businessinnovatorsradio.com/leanne-harrell-mccoy-rewriting-the-narrative-how-a-shattered-femur-taught-me-to-stand-strong

David DeCelle Co-Founder & Chief Partnership Officer, WealthReach

Play Episode Listen Later Jun 30, 2026 26:39


David 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 largest registered investment advisors in the country crack the organic growth problem, coaching 250+ firms on client acquisition, personal branding, marketing funnels, and the referral systems that separate billion-dollar producers from everyone else.Learn More: https://www.wealthreach.aiInfluential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/david-decelle-co-founder-chief-partnership-officer-wealthreach

Sarah Bouse: ASCEND — THE WOMAN BENEATH THE LABELS from Alpha Queens Rising

Play Episode Listen Later Jun 30, 2026 31:42


Sarah Bouse, FNTP, is a Functional Nutritional Therapy Practitioner, speaker, mentor, and creator of the ASCEND Method™. Through her practice, Ascend Wellness, she helps high-achieving women reclaim command of their health and hormones using root-cause nutrition and lifestyle strategies. As a foster mother and advocate for generational healing, she champions safety, compassion, and listening to the body.Sarah lives in Nebraska with her husband, two children, and four foster children.Get more info: https://sarahbouse.com/Women Innovators with Tami Patzerhttps://businessinnovatorsradio.com/women-innovators-with-tami-patzer/Source: https://businessinnovatorsradio.com/sarah-bouse-ascend-the-woman-beneath-the-labels-from-alpha-queens-rising

Kute Blackson – Speaker – Mark Stephen Pooler

Play Episode Listen Later Jun 18, 2026 46:16


Kute Blackson is a globally beloved inspirational speaker, revolutionary transformational teacher, and the national bestselling author of You Are The One and The Magic of Surrender. He is widely recognized as a next-generation leader in personal development, having shared his powerful insights at elite global events including A-Fest, the Young Presidents' Organization (YPO), and the Entrepreneurs' Organization (EO).​As an esteemed member of the Transformational Leadership Council—a select group of the world's foremost personal growth authorities—and winner of the Unity New Thought Walden Award, Kute's mission is simple: to awaken, inspire, and empower people across the planet to access profound inner freedom, live authentically, and step fully into their true life's purpose.You can learn more about Kute here:www.kuteblackson.comInstagram: @kuteblacksonYouTube: https://www.youtube.com/@kuteblacksonSource: https://businessinnovatorsradio.com/kute-blackson-speaker-mark-stephen-pooler

Lacey Newman – Founder – Mark Stephen Pooler

Play Episode Listen Later Jun 18, 2026 18:50


Lacey Newman is a founder, coach, and keynote speaker who has helped thousands of high-performing women build lives and businesses that are truly their own.Over two decades, Lacey built and scaled a real estate team to nearly $1B in sales volume, hosted an Emmy-nominated TV show, and grew her personal income to seven figures, all while raising two children on her own, proving that ambition and motherhood don't have to compete.Today, she helps ambitious women break the cycle of over-functioning, untangle their identity from productivity, and reinvent their work from a place of clarity instead of burnout—so they can build wealth and freedom without sacrificing themselves in the process.https://laceynewman.com/Source: https://businessinnovatorsradio.com/lacey-newman-founder-mark-stephen-pooler

Vivienne Wagner – CEO – Mark Stephen Pooler

Play Episode Listen Later Jun 15, 2026 16:23


Vivienne Wagner is the Founder and CEO of Houndstooth Media Group, a boutique digital marketing agency helping mid-sized businesses turn their websites into revenue-driving assets through strategic SEO and AI-driven optimization.Known for making complex marketing concepts clear and actionable, Vivienne advises business leaders on how to position their companies to be found by both human audiences and emerging AI platforms like ChatGPT and Perplexity. Her approach increases organic visibility, drives qualified traffic, and reduces reliance on paid ads, enabling businesses to scale more sustainably.Instagram: https://www.instagram.com/houndstoothmediagroup/Website: https://houndstoothmediagroup.com/Linkedin: https://www.linkedin.com/in/vivienne-wagner/Source: https://businessinnovatorsradio.com/vivienne-wagner-ceo-mark-stephen-pooler

Interview with Tracy Lownsberry, Founder of The Annuity Giants

Play Episode Listen Later Jun 11, 2026 23:11


A 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, 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 approachGod first.Father of 3 boys.Husband to wife Elizabeth. Been together 13 years.Learn more: http://www.theannuitygiants.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-tracy-lownsberry-founder-of-the-annuity-giants

Lizzie Laing – Therapist – Mark Stephen Pooler

Play Episode Listen Later Jun 11, 2026 14:45


I'm Lizzie Laing! ♡I'm an RTT Therapist, trained by Marisa Peer.I live by the belief that mindset is everything.I'm the founder of… Your Power Within Therapy – RTT hypnotherapy & creator of… Your Last First Date ♡Because True Love starts with Self Love ♡My expertise lies in removing limiting beliefs and throwing dusty dating experiences out of the window by drawing love in like the goddess you are.It's my mission to Make Dating Fun Againwww.yourpowerwithintherapy.com instagram @yourlastfirstdate – shouldSource: https://businessinnovatorsradio.com/lizzie-laing-therapist-mark-stephen-pooler

Interview with Leslie Kaz President & Founder of Syndicated Insurance Agency Discussing Overcoming Medicare Enrollment Anxiety

Play Episode Listen Later Jun 8, 2026 17:28


Leslie 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 industry and a unique background as a trained chef and café owner, Leslie brings a rare combination of operational depth, business acumen, and genuine passion for people. Under his leadership, Syndicated has grown by over 200% year over year. His mission is straightforward: empower agents to build real businesses and help seniors navigate Medicare with confidence.Learn more: http://www.877VIPQuote.comNot 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 optionsInfluential Entrepreneurs with Mike Saundershttps://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

Interview with Leslie Kaz President & Founder of Syndicated Insurance Agency Discussing Choosing the Right Medicare Advisor

Play Episode Listen Later Jun 8, 2026 15:47


Leslie 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 industry and a unique background as a trained chef and café owner, Leslie brings a rare combination of operational depth, business acumen, and genuine passion for people. Under his leadership, Syndicated has grown by over 200% year over year. His mission is straightforward: empower agents to build real businesses and help seniors navigate Medicare with confidence.Learn more: http://www.877VIPQuote.comNot 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 optionsInfluential Entrepreneurs with Mike Saundershttps://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

Rosa L Antonini – Author – Mark Stephen Pooler

Play Episode Listen Later Jun 5, 2026 15:23


Rosa L. Antonini is an author, speaker, software engineer, and founder of Rosa Antonini Academy. With more than 20 years of experience in technology, systems, and business transformation, Rosa brings a unique perspective to personal growth by connecting software logic, human behavior, and the way people respond to uncertainty. She is the author of The Zero-Sum Game of You: From Stuck to Thriving and the upcoming book Resourcefulness: The Hidden Power Smarter Than Talent, IQ, and Technology, launching on June 9, 2026. She was also a contributing author in the anthology Voices of Women. Author website: https://rosaantonini.com Rosa Antonini Academy: https://rosaantoniniacademy.com Source: https://businessinnovatorsradio.com/rosa-l-antonini-author-mark-stephen-pooler

Sadhvi Bhagawati Saraswati – Spiritual Leader – Mark Stephen Pooler

Play Episode Listen Later Jun 5, 2026 30:21


Sadhvi Bhagawati Saraswati, known as Sadhviji, is a global spiritual leader and bestselling author who has lived in the Himalayas for nearly three decades. Raised in Hollywood and a graduate of Stanford University with a PhD in psychology, she left behind a life of outward success to embrace a path of spiritual transformation and service.www.sadhviji.org www.instagram.com/sadhvijiSource: https://businessinnovatorsradio.com/sadhvi-bhagawati-saraswati-spiritual-leader-mark-stephen-pooler

Interview with Leslie Kaz President & Founder of Syndicated Insurance Agency Discussing The Medicare Maze

Play Episode Listen Later Jun 5, 2026 20:58


Leslie 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 industry and a unique background as a trained chef and café owner, Leslie brings a rare combination of operational depth, business acumen, and genuine passion for people. Under his leadership, Syndicated has grown by over 200% year over year. His mission is straightforward: empower agents to build real businesses and help seniors navigate Medicare with confidence.Learn more: http://www.877VIPQuote.comNot 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 optionshttps://businessinnovatorsradio.com/interview-with-leslie-kaz-president-founder-of-syndicated-insurance-agency-discussing-the-medicare-maze

Interview with Michael Clanin, Certified Financial Fiduciary® with Safe Money Solutions Discussing Guaranteed Income & Annuity Strategies

Play Episode Listen Later May 29, 2026 20:19


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 advocate for the safety and protection of his client's hard-earned retirement money.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 Saundershttps://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

Interview with Michael Clanin, Certified Financial Fiduciary® with Safe Money Solutions Discussing Roth Conversion Strategies

Play Episode Listen Later May 28, 2026 21:25


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 advocate for the safety and protection of his client's hard-earned retirement money.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 Saundershttps://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

Interview with Michael Clanin, Certified Financial Fiduciary® with Safe Money Solutions Discussing Business & Estate Planning Structures

Play Episode Listen Later May 28, 2026 24:31


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 advocate for the safety and protection of his client's hard-earned retirement money.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 Saundershttps://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

Interview with Karen Powell, Founder of My Wealth 4 Life Discussing Overcoming Financial Fears & Building Confidence

Play Episode Listen Later May 28, 2026 19:26


As 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 practical—focused on identifying overlooked risks, uncovering hidden opportunities, and building durable financial structures that stand the test of time.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.comSecurities 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 Saundershttps://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

Claim Business Innovators Radio

In order to claim this podcast we'll send an email to with a verification link. Simply click the link and you will be able to edit tags, request a refresh, and other features to take control of your podcast page!

Claim Cancel