Podcasts about investment advisor representative

Mercer Financial Group is a full-service financial services firm committed to helping individuals, families, and business owners build confident, sustainable financial futures. Based in the Wichita Metro Area and proudly serving clients nationwide, we specialize in personalized retirement planning and long-term investment strategies designed to balance growth with safety.With a comprehensive suite of services—including retirement plan design, portfolio management, and access to a wide range of investment options such as stocks, bonds, and other diversified assets—Mercer Financial Group provides the guidance clients need to navigate every stage of their financial journey. Our approach centers on understanding each client's goals, risk tolerance, and vision for retirement, allowing us to create tailored strategies that support both wealth accumulation and preservation.At Mercer Financial Group, they believe retirement should be lived with confidence. Their mission is to empower clients with clarity, thoughtful planning, and trusted expertise so they can enjoy the financial security they've worked hard to achieve.Learn More: http://www.mercerfg.com/Copyright 2025 – Wealth Watch Advisors (WWA) is an SEC registered investment advisory firm and only transacts business in states where it is licensed to do so or exempt from registration. Please note that registration with the SEC does not denote a particular level of skill of the advisor or imply an endorsement by the SEC. All information provided is intended to be general in nature and does not represent personal financial advice. This site is not a solicitation or an offer to invest or purchase any specific product or service. All investments involve risk of loss and are not FDIC insured or guaranteed by any governmental agency or organization. You can view and download our Privacy Policy, Disclosures, ADV Part 2A, and ADV Part 3 CRS. Shawn Mercer is an Investment Advisor Representative of Wealth Watch Advisors and Mercer Financial Group is not affiliated with Wealth Watch Advisors.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-shawn-mercer-founder-of-mercer-financial-group-discussing-longevity-risk-outliving-your-savings

Mercer Financial Group is a full-service financial services firm committed to helping individuals, families, and business owners build confident, sustainable financial futures. Based in the Wichita Metro Area and proudly serving clients nationwide, we specialize in personalized retirement planning and long-term investment strategies designed to balance growth with safety.With a comprehensive suite of services—including retirement plan design, portfolio management, and access to a wide range of investment options such as stocks, bonds, and other diversified assets—Mercer Financial Group provides the guidance clients need to navigate every stage of their financial journey. Our approach centers on understanding each client's goals, risk tolerance, and vision for retirement, allowing us to create tailored strategies that support both wealth accumulation and preservation.At Mercer Financial Group, they believe retirement should be lived with confidence. Their mission is to empower clients with clarity, thoughtful planning, and trusted expertise so they can enjoy the financial security they've worked hard to achieve.Learn More: http://www.mercerfg.com/Copyright 2025 – Wealth Watch Advisors (WWA) is an SEC registered investment advisory firm and only transacts business in states where it is licensed to do so or exempt from registration. Please note that registration with the SEC does not denote a particular level of skill of the advisor or imply an endorsement by the SEC. All information provided is intended to be general in nature and does not represent personal financial advice. This site is not a solicitation or an offer to invest or purchase any specific product or service. All investments involve risk of loss and are not FDIC insured or guaranteed by any governmental agency or organization. You can view and download our Privacy Policy, Disclosures, ADV Part 2A, and ADV Part 3 CRS. Shawn Mercer is an Investment Advisor Representative of Wealth Watch Advisors and Mercer Financial Group is not affiliated with Wealth Watch Advisors.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-shawn-mercer-founder-of-mercer-financial-group-discussing-longevity-risk-outliving-your-savings

Should You Retire at 60?!?**Schedule your free virtual consultation

Mercer Financial Group is a full-service financial services firm committed to helping individuals, families, and business owners build confident, sustainable financial futures. Based in the Wichita Metro Area and proudly serving clients nationwide, we specialize in personalized retirement planning and long-term investment strategies designed to balance growth with safety.With a comprehensive suite of services—including retirement plan design, portfolio management, and access to a wide range of investment options such as stocks, bonds, and other diversified assets—Mercer Financial Group provides the guidance clients need to navigate every stage of their financial journey. Their approach centers on understanding each client's goals, risk tolerance, and vision for retirement, allowing us to create tailored strategies that support both wealth accumulation and preservation.At Mercer Financial Group, they believe retirement should be lived with confidence. Their mission is to empower clients with clarity, thoughtful planning, and trusted expertise so people can enjoy the financial security they've worked hard to achieve.Learn More: http://www.mercerfg.com/Copyright 2025 – Wealth Watch Advisors (WWA) is an SEC registered investment advisory firm and only transacts business in states where it is licensed to do so or exempt from registration. Please note that registration with the SEC does not denote a particular level of skill of the advisor or imply an endorsement by the SEC. All information provided is intended to be general in nature and does not represent personal financial advice. This site is not a solicitation or an offer to invest or purchase any specific product or service. All investments involve risk of loss and are not FDIC insured or guaranteed by any governmental agency or organization. You can view and download our Privacy Policy, Disclosures, ADV Part 2A, and ADV Part 3 CRS. Shawn Mercer is an Investment Advisor Representative of Wealth Watch Advisors and Mercer Financial Group is not affiliated with Wealth Watch Advisors.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-shawn-mercer-founder-of-mercer-financial-group-discussing-inflation-rising-living-costs

Mercer Financial Group is a full-service financial services firm committed to helping individuals, families, and business owners build confident, sustainable financial futures. Based in the Wichita Metro Area and proudly serving clients nationwide, we specialize in personalized retirement planning and long-term investment strategies designed to balance growth with safety.With a comprehensive suite of services—including retirement plan design, portfolio management, and access to a wide range of investment options such as stocks, bonds, and other diversified assets—Mercer Financial Group provides the guidance clients need to navigate every stage of their financial journey. Their approach centers on understanding each client's goals, risk tolerance, and vision for retirement, allowing us to create tailored strategies that support both wealth accumulation and preservation.At Mercer Financial Group, they believe retirement should be lived with confidence. Their mission is to empower clients with clarity, thoughtful planning, and trusted expertise so people can enjoy the financial security they've worked hard to achieve.Learn More: http://www.mercerfg.com/Copyright 2025 – Wealth Watch Advisors (WWA) is an SEC registered investment advisory firm and only transacts business in states where it is licensed to do so or exempt from registration. Please note that registration with the SEC does not denote a particular level of skill of the advisor or imply an endorsement by the SEC. All information provided is intended to be general in nature and does not represent personal financial advice. This site is not a solicitation or an offer to invest or purchase any specific product or service. All investments involve risk of loss and are not FDIC insured or guaranteed by any governmental agency or organization. You can view and download our Privacy Policy, Disclosures, ADV Part 2A, and ADV Part 3 CRS. Shawn Mercer is an Investment Advisor Representative of Wealth Watch Advisors and Mercer Financial Group is not affiliated with Wealth Watch Advisors.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-shawn-mercer-founder-of-mercer-financial-group-discussing-market-volatility-sequence-of-returns-risk

Mercer Financial Group is a full-service financial services firm committed to helping individuals, families, and business owners build confident, sustainable financial futures. Based in the Wichita Metro Area and proudly serving clients nationwide, we specialize in personalized retirement planning and long-term investment strategies designed to balance growth with safety.With a comprehensive suite of services—including retirement plan design, portfolio management, and access to a wide range of investment options such as stocks, bonds, and other diversified assets—Mercer Financial Group provides the guidance clients need to navigate every stage of their financial journey. Their approach centers on understanding each client's goals, risk tolerance, and vision for retirement, allowing us to create tailored strategies that support both wealth accumulation and preservation.At Mercer Financial Group, they believe retirement should be lived with confidence. Their mission is to empower clients with clarity, thoughtful planning, and trusted expertise so people can enjoy the financial security they've worked hard to achieve.Learn More: http://www.mercerfg.com/Copyright 2025 – Wealth Watch Advisors (WWA) is an SEC registered investment advisory firm and only transacts business in states where it is licensed to do so or exempt from registration. Please note that registration with the SEC does not denote a particular level of skill of the advisor or imply an endorsement by the SEC. All information provided is intended to be general in nature and does not represent personal financial advice. This site is not a solicitation or an offer to invest or purchase any specific product or service. All investments involve risk of loss and are not FDIC insured or guaranteed by any governmental agency or organization. You can view and download our Privacy Policy, Disclosures, ADV Part 2A, and ADV Part 3 CRS. Shawn Mercer is an Investment Advisor Representative of Wealth Watch Advisors and Mercer Financial Group is not affiliated with Wealth Watch Advisors.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-shawn-mercer-founder-of-mercer-financial-group-discussing-inflation-rising-living-costs

Mercer Financial Group is a full-service financial services firm committed to helping individuals, families, and business owners build confident, sustainable financial futures. Based in the Wichita Metro Area and proudly serving clients nationwide, we specialize in personalized retirement planning and long-term investment strategies designed to balance growth with safety.With a comprehensive suite of services—including retirement plan design, portfolio management, and access to a wide range of investment options such as stocks, bonds, and other diversified assets—Mercer Financial Group provides the guidance clients need to navigate every stage of their financial journey. Their approach centers on understanding each client's goals, risk tolerance, and vision for retirement, allowing us to create tailored strategies that support both wealth accumulation and preservation.At Mercer Financial Group, they believe retirement should be lived with confidence. Their mission is to empower clients with clarity, thoughtful planning, and trusted expertise so people can enjoy the financial security they've worked hard to achieve.Learn More: http://www.mercerfg.com/Copyright 2025 – Wealth Watch Advisors (WWA) is an SEC registered investment advisory firm and only transacts business in states where it is licensed to do so or exempt from registration. Please note that registration with the SEC does not denote a particular level of skill of the advisor or imply an endorsement by the SEC. All information provided is intended to be general in nature and does not represent personal financial advice. This site is not a solicitation or an offer to invest or purchase any specific product or service. All investments involve risk of loss and are not FDIC insured or guaranteed by any governmental agency or organization. You can view and download our Privacy Policy, Disclosures, ADV Part 2A, and ADV Part 3 CRS. Shawn Mercer is an Investment Advisor Representative of Wealth Watch Advisors and Mercer Financial Group is not affiliated with Wealth Watch Advisors.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-shawn-mercer-founder-of-mercer-financial-group-discussing-market-volatility-sequence-of-returns-risk

How Much Retirement Income Can $1 Million Really Generate?**Schedule your free virtual consultation

Understanding Health Care In Retirement: A Complete Guide**Schedule your free virtual consultation

Can I Retire at 60 or Should I Wait Until 62?**Schedule your free virtual consultation

What is the Average Social Security Check By State?!?**Schedule your free virtual consultation

3 Surprising Reasons to Claim Social Security at 62 (Most Retirees Miss #2)**Schedule your free virtual consultation

Social Security Crisis: What Happens If the Money Runs Out?**Schedule your free virtual consultation

Laura lost her third child, Terrah, to Sudden Infant Death Syndrome in 1994 and Angel Eyes (formerly called The Colorado SIDS Program) reached out immediately. Laura has hosted lobster dinners for over 200 guests, founded the Angel Walk (formally the Walk to Remember). In 2014, she joined the Board of Directors and moved up to the President of the Board. In May 2024, Laura transitioned to Angel Eyes as the full-time Executive Director and has been fostering relationships within the Colorado community.“Now that my children are grown, they too support Angel Eyes by volunteering and chairing events. It is our family's way of honoring Terrah.”https://www.coloradogives.org/organization/angeleyes/welcome*************************************************************Judy Carlson is the CEO and Founder of the Judy Carlson Financial Group, where she helps couples create personalized, coordinated financial plans that support the life they want to live – now and in the future.As an Independent Fiduciary and Comprehensive Financial Planner, Judy specializes in retirement income and wealth decumulation strategies. She is a CPA, Investment Advisor Representative, licensed in life and health insurance, and certified in long-term care planning.Judy's mission is to help guide clients with clarity and care, building financial plans that focus on real planning built around real lives.Learn More: https://judycarlson.com/Investment Adviser Representative of and advisory services offered through Royal Fund Management, LLC, a SEC Registered Adviser.The Inspired Impact Podcasthttps://businessinnovatorsradio.com/the-inspired-impact-podcast/Source: https://businessinnovatorsradio.com/the-inspired-impact-podcast-with-judy-carlson-interview-with-laura-crowley-executive-director-angel-eyes

Josh brings in his long-time friend & financial advisor, Daniel Miller, to discuss money, financial mistakes entrepreneurs make, reverse-budgeting, generosity, and faith-led wealth building.If you're interested in Daniel's financial strategy/services, click here to learn more. (Let him know you listened to this podcast!)DISCLAIMER:Daniel is an Investment Advisor Representative with LPL Financial, serving business owners with biblical values and a vision for generational impact. With a deep understanding of the unique challenges faced by Christian entrepreneurs, Daniel specializes in guiding business owners and ecommerce leaders who seek to steward their resources wisely, build scalable businesses, and align financial decisions with eternal priorities.He has earned the CKA (Certified Kingdom Advisor) and CEPA (Certified Exit Planning Advisor) designations in 2025 to further his knowledge in how to best help Christian Business owners manage their wealth and business assets with purpose and generosity. Based in Columbus, Ohio, Daniel supports high-income earners and Gen X business owners, offering clear, practical strategies rooted in professional expertise and faith. Every client relationship is built on a foundation of trust, empathy, and a desire to honor God with both business and personal finances. Whether discussing growth, legacy planning, or charitable giving, Daniel's approach brings together sound financial planning and a heart for Kingdom impact.LPL Financial and Daniel do not provide tax or legal advice. All opinions are for general information only and not intended to provide specific advice or recommendations for any individual. LPL Financial is a registered investment advisor and broker/dealer and is not affiliated with this podcast.-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-=-► Visit Our Website For Training and Resources ► Leave Us An Honest Rating, Email An Image Of Your Rating To team@theecommercealley.com, We'll Send You A $10 Amazon Gift Card As An Appreciation Gift!► Learn About Our Mentorship Program For Ecom Brands Making Over $10k/month ► Checkout Our Upcoming Software, Breezeway - Never Second-Guess Your Meta Ads Again ► Follow Josh on social media: YouTube | Instagram | Facebook | TikTok |

You Should Claim Social Security at 62! **Schedule your free virtual consultation

The lead lioness of our pride, Carrie is absolutely relentless in the protection of her people. That starts with her wonderful family: her husband, Britt, and her children Izzy and Colton. But her tribe extends to include everyone she works with – and every client she works for.A senior management professional with nearly 30 years of experience, Carrie is committed to the honest goal of positively affecting every life she touches, every day. She's held to that focus while demonstrating success in aggressive company growth, P&L management, program management and team leadership. And she's instilled that ambition as the defining ingredient of the Aslan corporate culture.Carrie is more than an innovative and resourceful critical thinker with a proven history of forging strong relationships. Think of her more as a persistent force of nature, a powerhouse of energy absolutely committed to advancing and protecting the lives of those under her reign. Just like any proud lioness would.https://www.aslanhomelending.com/https://www.facebook.com/AslanHLC**********************************************************Judy Carlson is the CEO and Founder of the Judy Carlson Financial Group, where she helps couples create personalized, coordinated financial plans that support the life they want to live – now and in the future. As an Independent Fiduciary and Comprehensive Financial Planner, Judy specializes in retirement income and wealth decumulation strategies. She is a CPA, Investment Advisor Representative, licensed in life and health insurance, and certified in long-term care planning.Judy's mission is to help guide clients with clarity and care, building financial plans that focus on real planning built around real lives.Learn More: https://judycarlson.com/Investment Adviser Representative of and advisory services offered through Royal Fund Management, LLC, a SEC Registered Adviser.The Inspired Impact Podcasthttps://businessinnovatorsradio.com/the-inspired-impact-podcast/Source: https://businessinnovatorsradio.com/the-inspired-impact-podcast-with-judy-carlson-interview-with-carrie-gusmas-president-and-ceo-aslan-home-lending-corporation

How Much Do I Need Saved For 5k Monthly Retirement Income?!?**Schedule your free virtual consultation

Retirement Income From $500k: How Much Can You Really Get Each Month?**Schedule your free virtual consultation

Lauren, a native of Madison, WI, graduated with a B.S. in Molecular Biology and Spanish from the University of Wisconsin–Madison. She then earned her M.D. at Stanford University, where she was awarded a Howard Hughes Medical Institute (HHMI) research scholarship to study osteosarcoma at the National Cancer Institute (NCI) in Washington, D.C. She completed her internship at Santa Clara Valley Medical Center in San Jose, CA, followed by a residency in radiation oncology at Memorial Sloan-Kettering Cancer Center in New York City. After residency, Lauren joined the faculty of the University of Wisconsin Carbone Cancer Center, where she focused on thoracic radiation oncology and helped develop a spine stereotactic radiation program. In 2014, she transitioned to The Permanente Medical Group, serving as a radiation oncologist at Kaiser Permanente in Northern California and later as regional lymphoma subspecialty lead until her departure in 2023. She then joined the University of Colorado Department of Radiation Oncology, where she served on the faculty until June 2025.Lauren is currently pursuing additional training in palliative care while continuing to provide locum tenens radiation oncology coverage across Colorado and California. She is passionate about delivering evidence-based, patient-centered care—a commitment that is deeply personal and influenced by her experiences watching both of her parents undergo cancer treatment.The desire to be closer to friends and family—and a shared love of the outdoors—brought Lauren and her family to Colorado. She resides in Morrison with her husband, Anthony, a native of England who runs a consulting practice specializing in cell and gene therapies. Together they enjoy the lively company of their two children, Anna and Charlie, along with an ever-growing menagerie of pets. As a family, they love hiking, gardening, sharing tea and biscuits, and catching up on sleep whenever possible.**********************************************************Judy Carlson is the CEO and Founder of the Judy Carlson Financial Group, where she helps couples create personalized, coordinated financial plans that support the life they want to live – now and in the future.As an Independent Fiduciary and Comprehensive Financial Planner, Judy specializes in retirement income and wealth decumulation strategies. She is a CPA, Investment Advisor Representative, licensed in life and health insurance, and certified in long-term care planning.Judy's mission is to help guide clients with clarity and care, building financial plans that focus on real planning built around real lives.Learn More: https://judycarlson.com/The Inspired Impact Podcasthttps://businessinnovatorsradio.com/the-inspired-impact-podcast/Source: https://businessinnovatorsradio.com/the-inspired-impact-podcast-with-judy-carlson-interview-with-lauren-shapiro-md-radiation-oncologist

I'm 61 with 150k Saved For Retirement, When Can I Retire?!?**Schedule your free virtual consultation

The Hidden Retirement Cost Nobody Warns You About: IRMAA Exposed**Schedule your free virtual consultation

Karen and her daughter Molly started Clover's Closet in the Spring of 2019 to help girls who wouldn't otherwise be able to go to prom because of the cost of a dress and accessories. Their first “store” was in the Outlets at Castle Rock.Their mission has expanded to include homecoming in the fall.Community members donate dresses, shoes, jewelry, make-up and more. For three weekends before homecoming and prom, girls can shop for free for one complete outfit to wear to the dance.Clover's Closet also partners with Douglas County Human Services to provide clothing needs for the whole family. They are so grateful for their dedicated team of volunteers.https://www.cloverscloset.org/https://www.facebook.com/karen.cloversclosethttps://www.instagram.com/cloversclosetkarendavis*************************************************************Judy Carlson is the CEO and Founder of the Judy Carlson Financial Group, where she helps couples create personalized, coordinated financial plans that support the life they want to live – now and in the future.As an Independent Fiduciary and Comprehensive Financial Planner, Judy specializes in retirement income and wealth decumulation strategies. She is a CPA, Investment Advisor Representative, licensed in life and health insurance, and certified in long-term care planning.Judy's mission is to help guide clients with clarity and care, building financial plans that focus on real planning built around real lives.Learn More: https://judycarlson.com/Investment Adviser Representative of and advisory services offered through Royal Fund Management, LLC, a SEC Registered Adviser.The Inspired Impact Podcasthttps://businessinnovatorsradio.com/the-inspired-impact-podcast/Source: https://businessinnovatorsradio.com/the-inspired-impact-podcast-with-judy-carlson-interview-with-karen-davis-co-founder-head-dress-wrangler-clovers-closet

How Much Monthly Income Can $250,000 Really Provide in Retirement? **Schedule your free virtual consultation

Retiring at 55 with $2.6 Million — How Much Can You REALLY Spend**Schedule your free virtual consultation

Retire at 65: How Much Money Do You REALLY Need?

Claire Johnston is a wife, mother, and, as her husband proudly jokes, a social work entrepreneur. Claire is a Licensed Clinical Social Worker and certified Oncology Social Worker. She is also a childhood cancer survivor herself, which propelled her work into the field of social work to help others who are navigating challenging circumstances. Claire works part-time as the Oncology Social Worker at AdventHealth Porter in Denver, is an adjunct faculty for the Graduate School of Social Work at the University of Denver, and works on a contract basis in the field of child welfare.Claire is also the Executive Director of, and inspiration behind, Christmas Commandos, a nonprofit organization that provides emotional support during the holiday season to families who have experienced an out of order loss of a loved one. This support is delivered through the anonymous and secret delivery of meaningful gifts for surviving family members, which are specially shopped for, wrapped and packaged with love. These gifts are secretly delivered to the recipient family's doorstep one evening leading up to Christmas, tagged with a note signed from the Christmas Commandos. The note shares that these gifts have been delivered in the spirit of love as a reminder that their community has not forgotten about them during an incredibly difficult time in their lives. A small angel statue in memory of their loved one is also left on their doorstep, and their front yard is decorated with holiday cheer – garlands, ornaments, and candy canes.https://www.christmascommandos.org/https://www.facebook.com/profile.php?id=100064881512164https://www.instagram.com/christmascommandos*************************************************************Judy Carlson is the CEO and Founder of the Judy Carlson Financial Group, where she helps couples create personalized, coordinated financial plans that support the life they want to live – now and in the future.As an Independent Fiduciary and Comprehensive Financial Planner, Judy specializes in retirement income and wealth decumulation strategies. She is a CPA, Investment Advisor Representative, licensed in life and health insurance, and certified in long-term care planning.Judy's mission is to help guide clients with clarity and care, building financial plans that focus on real planning built around real lives.Learn More: https://judycarlson.com/Investment Adviser Representative of and advisory services offered through Royal Fund Management, LLC, a SEC Registered Adviser.The Inspired Impact Podcasthttps://businessinnovatorsradio.com/the-inspired-impact-podcast/Source: https://businessinnovatorsradio.com/the-inspired-impact-podcast-with-judy-carlson-interview-with-claire-johnston-executive-director-christmas-commandos

Laura Edwards joined Sunrise Service Dogs in January of 2022 with over twelve years of experience in the assistance dog field. Her expertise lies in innovative and visionary program development, process cultivation, and maximizing resources.In 2012, Edwards founded Disco's Dogs, Inc., a Colorado-based nonprofit where she served as the Executive Director, placing dogs with children on the Autism spectrum and with Intellectual Disabilities. In 2017, Disco's Dogs merged with Freedom Service Dogs of Englewood, Colorado. At Freedom Service Dogs, Edwards served as the Director of Dog Operations, overseeing the organization's Animal Health, Reproduction and Genetics, Puppy Development, and Training programs. Most notably, Laura was charged with solving the organization's declining placement rate and, as a result, was instrumental in creating a purpose bred breeding program of Labrador Retrievers and Golden Retrievers. That work raised the placement rate with clients from 9% to over 40% to benefit individuals with varying disabilities across the United States.Presentations, Accreditations, and MembershipsInternational Working Dog Association, Conference Speaker, 2025Assistance Dogs International (North America), Breeding Cooperative Steering Committee MemberAssistance Dogs International, Conference Speaker, 2018, 2019International Association of Assistance Dog Partners, Resource Member, 2012-2017, 2022-2023Veteran Ready CertifiedTrust-Centered Training, Accredited TrainerAKC Canine Good Citizen EvaluatorLaura shares a life with her amazingly supportive husband of nearly 30 years, two vibrant emerging adults who are her pride and joy, two Labrador Retrievers, and three Siberian cats. She holds a Bachelor of Science degree.https://sunriseservicedogs.org/Socials: @sunriseservicedogs*************************************************************Judy Carlson is the CEO and Founder of the Judy Carlson Financial Group, where she helps couples create personalized, coordinated financial plans that support the life they want to live – now and in the future.As an Independent Fiduciary and Comprehensive Financial Planner, Judy specializes in retirement income and wealth decumulation strategies. She is a CPA, Investment Advisor Representative, licensed in life and health insurance, and certified in long-term care planning.Judy's mission is to help guide clients with clarity and care, building financial plans that focus on real planning built around real lives.Learn More: https://judycarlson.com/Investment Adviser Representative of and advisory services offered through Royal Fund Management, LLC, a SEC Registered Adviser.The Inspired Impact Podcasthttps://businessinnovatorsradio.com/the-inspired-impact-podcast/Source: https://businessinnovatorsradio.com/the-inspired-impact-podcast-with-judy-carlson-interview-with-laura-edwards-executive-director-sunrise-service-dogs

How Can I Retire at 60 with $200,000 Saved For Retirement?!?**Schedule your free virtual consultation

Can I Retire Comfortably at 61 with Just $375K**Schedule your free virtual consultation

Agree or disagree – doctors and dentists are perfectly rational people who always make rational, emotionless decisions. It's best that you disagree. They're humans just like the rest of us, which means emotions get into their decision making. My guest today helps his doctor and dentist clients plan their financial futures, including managing their emotions along the journey, and he'll help us understand how you can manage them, too. Drew Powers is the Founder of Powers Financial Group, LLC, a Registered Investment Advisor. He specializes in advanced insurance and investment strategies for doctors. Drew is 100% independent, he doesn't work with any investment or insurance company, which means he's able to give unbiased advice that is most beneficial for his clients. Drew started his career in 2001 as a Market Maker on the Chicago Board Options Exchange, where he managed trading portfolios comprising of hundreds of equity- and equity-index option listings. In 2008, he transitioned to the role of Financial Advisor and Investment Advisor Representative, where he helped clients develop individual financial strategies. At Powers Financial Group, Drew leverages his stock and options trading expertise with his financial advising experience to help clients increase and protect their wealth. Drew lives in Naperville with his wife and their two children. He is an avid downhill skier, active in youth sports, a proud "Rooster" within the Naperville Jaycees, and is passionate about CrossFit and the Paleo/Primal Lifestyle.In this episode Carl White and Drew Powers discuss:The viscous circle of behavioral financeWhat causes the viscous circleWhy realizing that money is emotional is critical to breaking the viscous circleWant to be a guest on PracticeCare?Have an experience with a business issue you think others will benefit from? Come on PracticeCare and tell the world! Here's the link where you can get the process started.Connect with Drew Powershttps://powersfg.com/https://www.linkedin.com/in/powersdrew/https://www.facebook.com/PowersFGhttps://twitter.com/Powers_FGhttps://www.instagram.com/powers_fg/Connect with Carl WhiteWebsite: http://www.marketvisorygroup.comEmail:  whitec@marketvisorygroup.comFacebook:  https://www.facebook.com/marketvisorygroupYouTube: https://www.youtube.com/channel/UCD9BLCu_i2ezBj1ktUHVmigLinkedIn: http://www.linkedin.com/in/healthcaremktg

Think $500K Is Enough to Retire? Watch This!**Schedule your free virtual consultation

$200K Saved at 46 & 43: When Can You Retire?**Schedule your free virtual consultation

Brie Dilley is the Executive Director at SECOR Cares, a nonprofit in Parker committed to eliminating food insecurity and suburban poverty. Brie has worked in the nonprofit sector in various capacities for most of her career. At SECOR, she has worked both on the program and development teams and has a heart for connecting donors and community members with the meaningful stories of SECOR guests. Brie is a mission-driven leader with a big vision for well-researched, comprehensive solutions to complex issues like poverty.Brie holds a BA in Communication and an MA in Organizational Leadership. Outside of work, you can reliably find her hiking, camping, cycling or anything else that gets her outside enjoying the gorgeous Rocky Mountains.https://www.secorcares.com/https://www.instagram.com/secorcareshttps://www.linkedin.com/company/secorcareshttps://www.facebook.com/SoutheastCommunityOutreach*************************************************************Judy Carlson is the CEO and Founder of the Judy Carlson Financial Group, where she helps couples create personalized, coordinated financial plans that support the life they want to live – now and in the future.As an Independent Fiduciary and Comprehensive Financial Planner, Judy specializes in retirement income and wealth decumulation strategies. She is a CPA, Investment Advisor Representative, licensed in life and health insurance, and certified in long-term care planning.Judy's mission is to help guide clients with clarity and care, building financial plans that focus on real planning built around real lives.Learn More: https://judycarlson.com/Investment Adviser Representative of and advisory services offered through Royal Fund Management, LLC, a SEC Registered Adviser.The Inspired Impact Podcasthttps://businessinnovatorsradio.com/the-inspired-impact-podcast/Source: https://businessinnovatorsradio.com/the-inspired-impact-podcast-with-judy-carlson-interview-with-brie-dilley-executive-director-secor-cares

How Much Income Will $4.5 Million Give You in Retirement?How Much Income Will $4.5 Million Give You in Retirement?**Schedule your free virtual consultation

Matthew A. Costanzo, Investment Advisor Representative, kicks off a new season of the CFG Podcast Series with a discussion around the markets reaching new highs, the Federal reserve taking center stage and how corporate earnings shocked the system.   

Retire on Dividends: Is It Really Possible?**Schedule your free virtual consultation

Divorce isn't just the end of a marriage. It's also a financial reset, a unique and powerful opportunity to reimagine what money means to you—and how it supports your future. My guest in this episode is Luke Sauter, Personal Financial Specialist and Investment Advisor Representative. Luke explains why your financial identity matters, and offers tips on rebuilding it. Learn more here: https://www.divorcedgirlsmiling.com/reclaiming-your-financial-identity-during-and-after-divorce/

I grew up in Canada and moved to the United States in 1990 when my husband was transferred here with Great West Life. I was unable to work at the time and turned to volunteering in many different roles over the years. In late 2011, I learned about Sertoma while golfing, and this organization has impacted my life ever since. I was instrumental in forming the SouthGlenn Sertoma Club in 2012 and have been an active member ever since. I held many positions in my local club and served in several roles at the National level. These include Governor, Director at Large, Vice President, President Elect, and currently International President.I am married with two grown children living here in Colorado, and my family is incredibly supportive of all my work with Sertoma.https://www.sertoma.org/ **********************************************************Judy Carlson is the CEO and Founder of the Judy Carlson Financial Group, where she helps couples create personalized, coordinated financial plans that support the life they want to live – now and in the future.As an Independent Fiduciary and Comprehensive Financial Planner, Judy specializes in retirement income and wealth decumulation strategies. She is a CPA, Investment Advisor Representative, licensed in life and health insurance, and certified in long-term care planning.Judy's mission is to help guide clients with clarity and care, building financial plans that focus on real planning built around real lives.Learn More: https://judycarlson.com/Investment Adviser Representative of and advisory services offered through Royal Fund Management, LLC, a SEC Registered Adviser.The Inspired Impact Podcasthttps://businessinnovatorsradio.com/the-inspired-impact-podcast/Source: https://businessinnovatorsradio.com/the-inspired-impact-podcast-with-judy-carlson-interview-with-cindy-markham-international-president-sertoma-international

How Long Will $1 Million Last in Retirement?**Schedule your free virtual consultation

Elisabeth Embry talks with Lauren Foundos, founder of Forte, and Britany Geautreau, Vice President of Investment Advisory Services at Clarity Capital LLC. Brittany is a Seattle native, who went on “life's adventure” to Southern California and worked in our Newport Beach office until 2016. That year, she moved back to her home state of Washington to head up our Pacific Northwest office. Brittany is Series 65 licensed and is an Investment Advisor Representative with Clarity Capital Partners. She is also licensed as a registered representative (Series 7) with Niagara International Capital Limited. Lauren left the world of buying and selling Treasuries and started a subscription based online workout company called Forte. Forte's goal is to make sure athletes love and crush each workout. Forte live streams boutique fitness studio classes for their members, as well as providing their classes on-demand. Key Takeaways: Britany Geautreau Interview: 3:32 Who Britany is and what her specialty is 4:15 Britany breaks down what a CFA and a CFP are 8:10 When you should use a financial firm rather than an online platform like E-trade 12:23  How people should be researching which firm is right for them, and some questions to ask to vet the firm 15:38 Your relationship with your financial advisor isn't just a one time meeting 19:56 The market is at an all time high, which means you need to ensure you're not too heavily invested in one particular stock Website: www.ClarityCapitalLLC.com "In this type of environment, don't be greedy. If you have this mentality of "oh I can't lose"...remember companies like AOL" Lauren Foundos Interview: 24:58 Lauren's target audience 27:36 What is Exhale? 29:32 Whether Lauren has unique content or just leveraging studios that are already in use 30:10 How to find the right classes for your personal style 32:01 Lauren's switch from treasurer broker to on-demand fitness guru 33:32 How Lauren was able to pursue her new venture while still having a W2 job 37:46 The importance of working out when you're feeling overwhelmed Website: www.Forte.fit "There's never the perfect time to do anything"     Follow Jason on TWITTER, INSTAGRAM & LINKEDIN Twitter.com/JasonHartmanROI Instagram.com/jasonhartman1/ Linkedin.com/in/jasonhartmaninvestor/ Call our Investment Counselors at: 1-800-HARTMAN (US) or visit: https://www.jasonhartman.com/ Free Class:  Easily get up to $250,000 in funding for real estate, business or anything else: http://JasonHartman.com/Fund CYA Protect Your Assets, Save Taxes & Estate Planning: http://JasonHartman.com/Protect Get wholesale real estate deals for investment or build a great business – Free Course: https://www.jasonhartman.com/deals Special Offer from Ron LeGrand: https://JasonHartman.com/Ron Free Mini-Book on Pandemic Investing: https://www.PandemicInvesting.com

Retire at 55 with these 2 Retirement StrategiesRetire at 55 with these 2 Retirement Strategies**Schedule your free virtual consultation

Lauren joined WorldDenver in 2019 after serving in a similar role at the World Affairs Council of Charlotte. She has a decade of experience in fundraising, development, program management, and event planning across nonprofits, and focuses on building global connections.Lauren grew up in San Diego, CA and attended a French immersion school, which planted the seeds for her passion in diversity and cross-cultural experiences. She earned her B.A. in International Studies and French, with a minor in Religion from California Lutheran University where she had the privilege of participating in travel seminars to Jamaica, Italy, and a semester abroad in Dakar, Senegal. Her time in Dakar focused on arts and culture, while researching issues affecting vulnerable children. She completed a dual master's degree program in Social Work (MSW) and Theological Studies (MTS) at Boston University, (BU) with a focus on nonprofit development and program administration. During her time at BU, she participated in a travel seminar to Israel and Palestine to explore complexities of peace building, and one to Turkey to learn about the intersection of ancient archeology and modern Europe. In Boston, she worked in community organizing with Greater Boston Interfaith Organization and at DOVE, Inc., a domestic violence resource agency, where she contributed to planning and development for two record breaking fundraiser events.Lauren lives in Denver with her husband and two daughters, and enjoys the performing arts, live music, backpacking, snowboarding, and all that the Colorado Rockies have to offer.https://worlddenver.org/https://www.linkedin.com/in/lauren-osga-236a7294/**********************************************************Judy Carlson is the CEO and Founder of the Judy Carlson Financial Group, where she helps couples create personalized, coordinated financial plans that support the life they want to live – now and in the future.As an Independent Fiduciary and Comprehensive Financial Planner, Judy specializes in retirement income and wealth decumulation strategies. She is a CPA, Investment Advisor Representative, licensed in life and health insurance, and certified in long-term care planning.Judy's mission is to help guide clients with clarity and care, building financial plans that focus on real planning built around real lives.Learn More: https://judycarlson.com/Investment Adviser Representative of and advisory services offered through Royal Fund Management, LLC, a SEC Registered Adviser.The Inspired Impact Podcasthttps://businessinnovatorsradio.com/the-inspired-impact-podcast/Source: https://businessinnovatorsradio.com/the-inspired-impact-podcast-with-judy-carlson-interview-with-lauren-osga-director-of-development-communications-worlddenver

How Can I Retire with 100k Saved For Retirement?**Schedule your free virtual consultation

Beth Mitchell is a partner in the law firm of Ambler | Keenan | Mitchell | Johnson. Beth devotes her practice to estate planning, special needs planning, and probate and trust administration. She is a member of the American Academy of Estate Planning Attorneys, the National Academy of Elder Law Attorneys, the Denver Bar Association, and the Colorado Bar Association, where she is a member of the Trust and Estates Section and the Elder Law Section.Beth sincerely enjoys working with families to make sure that estate matters are handled correctly and efficiently. She is a frequent speaker for professionals and the public on educational topics involving estate planning, probate, and trust administration.Beth received her B.A. in English and Speech Communications from Drake University in Des Moines, Iowa. She was awarded her J.D. from the University of Denver College of Law, where she was an editor for the Preventive Law Reporter and an active member of the University of Denver Student Law Office's Battered Women's Clemency Project.Beth is admitted to practice law before the Supreme Court of the State of Colorado, the United States District Court for the District of Colorado, and the 10th Circuit of the United States Court of Appeals.Prior to joining Ambler | Keenan | Mitchell | Johnson, Beth's diverse background included working for the Colorado Bar Association, with the Iowa Coalition Against Domestic Violence as an AmeriCorps member and interning with South Dakota Senator Tim Johnson on Capitol Hill. She is a South Dakota native who loves to travel and has enjoyed living in Iowa, New York, Washington D.C., and Colorado.https://ambler-keenan.com/https://ambler-keenan.com/staff-profile/elizabeth-d-mitchell/https://www.linkedin.com/in/elizabeth-d-mitchell-23b984/*************************************************************Judy Carlson is the CEO and Founder of the Judy Carlson Financial Group, where she helps couples create personalized, coordinated financial plans that support the life they want to live – now and in the future.As an Independent Fiduciary and Comprehensive Financial Planner, Judy specializes in retirement income and wealth decumulation strategies. She is a CPA, Investment Advisor Representative, licensed in life and health insurance, and certified in long-term care planning.Judy's mission is to help guide clients with clarity and care, building financial plans that focus on real planning built around real lives. Learn More: https://judycarlson.com/Investment Adviser Representative of and advisory services offered through Royal Fund Management, LLC, a SEC Registered Adviser.The Inspired Impact Podcasthttps://businessinnovatorsradio.com/the-inspired-impact-podcast/Source: https://businessinnovatorsradio.com/the-inspired-impact-podcast-with-judy-carlson-interview-with-beth-mitchell-partner-ambler-keenan-mitchell-johnson

61 with $375K Saved: When Can They Retire?**Schedule your free virtual consultation

**Schedule your free virtual consultation

Guided by her passion for environmental and social impact, Emilie Baratta founded Turnbuckle to develop innovative real estate solutions for the modern world. Turnbuckle is a catalyst for positive change with roots in finance, design, building, and strategic project management. A rising leader with twenty years of experience in mixed-use urban real estate, finance, and long-term strategy, Emilie has built a reputation for delivering LEED® certified projects focused on community impact and executed by top-notch teams. Her past work shows her commitment to serving low-income residents, seniors, neurodiverse individuals, and people with disabilities. She delivers unparalleled service to the communities she serves with operational expertise, entrepreneurial spirit, financial acumen, and meticulous commitment to quality.Emilie lives and works in Denver, Colorado, where she has created four innovative communities in partnership with well-respected LEED® certified developers. She is the founder of Gleam Car Wash, an infill development project devoted to job creation for underserved populations and environmental sustainability, now in two Denver locations.Emilie's approach to her craft defies categorization. Committed to invention and innovation, she champions projects that follow strict standards and bring rare value to communities. Emilie's work is shaped by a thoughtful integration of financial insight, operational know-how, and a people-first design philosophy—an approach that continues to earn recognition and trust across the industry.https://gleamcarwash.com/https://turnbuckle.com/**********************************************************Judy Carlson is the CEO and Founder of the Judy Carlson Financial Group, where she helps couples create personalized, coordinated financial plans that support the life they want to live – now and in the future.As an Independent Fiduciary and Comprehensive Financial Planner, Judy specializes in retirement income and wealth decumulation strategies. She is a CPA, Investment Advisor Representative, licensed in life and health insurance, and certified in long-term care planning.Judy's mission is to help guide clients with clarity and care, building financial plans that focus on real planning built around real lives.Learn More: https://judycarlson.com/Investment Adviser Representative of and advisory services offered through Royal Fund Management, LLC, a SEC Registered Adviser.The Inspired Impact Podcasthttps://businessinnovatorsradio.com/the-inspired-impact-podcast/Source: https://businessinnovatorsradio.com/the-inspired-impact-podcast-with-judy-carlson-interview-with-emilie-baratta-founder-ceo-turnbuckle-development

Retiring at 60: The Hidden Cost of Inflation**Schedule your free virtual consultation