Podcasts about investment advisor representative

I'm 50 With $150K Saved. When Can I Retire?Is $150,000 enough to retire? If you're 50 years old and have $150K saved for retirement, you may be wondering whether you're on track, behind, or closer than you think.**Schedule your free virtual consultation

Don't Retire Until You Understand These ExpensesRetirement is about more than replacing your paycheck. Many retirees are surprised by the real costs that show up after they stop working.In this video, we break down some of the biggest retirement expenses people often underestimate, including:• Health insurance before Medicare• Medicare premiums and out of pocket costs• Inflation and rising everyday expenses• Housing and property taxes• Travel and lifestyle spending• Long term care concerns• Taxes in retirement• Emergency expenses and unexpected repairsIf you are planning to retire in the next 5 to 10 years, understanding these costs now could help you avoid major financial stress later.**Schedule your free virtual consultation

Retire At 60 With $225K: Where Should You Take Income From First?If you're retiring at 60 with around $225,000 saved, the order you take income from can make a huge difference in how long your money lasts.In this video, I walk through a practical retirement withdrawal strategy, including which accounts may make sense to tap first, how to think about taxes before Social Security and Medicare, and common mistakes that can drain retirement savings faster than expected.Retirement income planning is not just about how much you saved. It is about how efficiently you use it. **Schedule your free virtual consultation

Can I Retire at 63 With $350K?Can you really retire at 63 with $350,000 saved? In this video, we break down the real numbers behind retirement income, Social Security, healthcare costs, withdrawals, and lifestyle expectations to see what's actually possible.Too many people think they either need millions to retire… or that $350K automatically means they're out of options. The truth is somewhere in the middle.**Schedule your free virtual consultation

Why People FAIL Retirement (It's Not What You Think)Most people think retirement fails because of a bad stock markets, not saving enough for retirement, or retiring too early… but that's usually not the real reason.In this retirement video, I break down the true causes of retirement failure—and the retirement mistakes I see over and over again as a financial planner. These are the hidden risks that can quietly derail even solid retirement plans if you're not paying attention.**Schedule your free virtual consultation

In this second episode of our season-long exploration into "The Wallet," Peterson Toscano and Diana Yañez dive into Relational Finance. This concept challenges the traditional divide between "financial experts" and "spiritual seekers." Taking the Quaker theology of the "priesthood of all believers" and applying it to economics, we explore how taking personal responsibility for our money—and our institutional assets—leads to deeper integrity and more equitable power-sharing. From the boardrooms of major corporations to micro-grant partnerships in Kenya and Sierra Leone, we look at what happens when we stop letting others stand between us and the truth of our financial impact. In This Episode The Unmediated Truth: Jeff Perkins reflects on the Quaker commitment to taking responsibility for one's beliefs, even when it comes to the "taboo" topic of money. Decolonizing Power: Traci Hjelt Sullivan discusses how Right Sharing of World Resources is shifting power from Western offices to local coordinators, moving from "saviorism" to genuine partnership. Ownership as a Tool: We explore how holding onto shares in a company (rather than just divesting) can be a powerful way to "hold the door open" for justice in corporate boardrooms. Our Guests Jeff Perkins Jeff is the former executive director of Friends Fiduciary. He is a member of Chestnut Hill Friends Meeting in Philadelphia and lives in Philadelphia with his husband. His journey to Quakerism began at a nuclear test site protest in the 1980s, where the integrity of Quaker activists inspired his lifelong commitment to faith-led action. Traci Hjelt Sullivan Traci is the executive director of Right Sharing of World Resources (RSWR). With decades of non-profit management experience, including roles at Pendle Hill and Friends General Conference, Traci brings a global perspective to her work, having lived or worked in Ethiopia, Zambia, Botswana, Kenya, and beyond. She is a member of Green Street Meeting in Philadelphia. Nathan Kleban Nathan is the program and advancement associate at RSWR. His background includes serving as an environmental volunteer with the Peace Corps in Mali and working with the Alternatives to Violence Project (AVP). He currently lives in Iowa City, Iowa. Amy Carr Amy is the senior shareholder advocate at Friends Fiduciary. She utilizes her background in information science and data research to engage companies on ESG (environmental, social, and governance) issues, bringing Quaker values to the forefront of corporate dialogue. Organizations Mentioned Friends Fiduciary Corporation: A Quaker nonprofit providing professional investment and planned giving services to Friends meetings, schools, and organizations. Right Sharing of World Resources: An organization providing seed grants to women's self-help groups in the Global South, rooted in the Quaker testimony of simplicity. American Friends Service Committee (AFSC): A Quaker organization working for social justice, peace, and humanitarian service around the world. Disclaimers Quakers Today is a project of Friends Publishing Corporation. This season is sponsored by Friends Fiduciary and the American Friends Service Committee. Investment Disclaimer: Friends Fiduciary unites Quaker values with expert investing. However, the information provided in this episode is for educational and informational purposes only and should not be construed as investment, financial, or tax advice. Please consult with a professional financial advisor regarding your specific situation. Question for Listeners How do you balance "expert advice" with your own spiritual leadings when it comes to your money? Have you ever felt a "dissonance" between your investments and your values? Share your thoughts! Leave a voicemail: Call 215-645-0132 Email us: podcast@friendsjournal.org Social Media: Respond to us on Facebook or Instagram. Diana Gisel Yañez is an Investment Advisor Representative of Natural Investments PBLLC. Natural Investments is an independent Registered Investment Advisor. Quakers Today and Friends Journal are not a registered entity and are not an affiliate or subsidiary of Natural Investments. See our Disclosures and Disclaimers and read our Form CRS.

Can I Retire at 62 with $400,000?!?In this retirement video, we break down whether $400,000 is enough to retire at age 62, how long your retirement money may last, and the key factors that determine if early retirement is realistic. We'll cover Social Security at 62, retirement income planning, retirement withdrawal strategies, taxes in retirement, healthcare costs before Medicare, inflation, and how much monthly income a $400k portfolio can potentially generate.**Schedule your free virtual consultation

How to Pay $0 in Taxes During RetirementAre you paying more taxes in retirement than you need to?In this video, I break down the strategies that can help retirees legally reduce — and in some cases eliminate — taxes on retirement income. We'll talk about how different income sources are taxed, including Social Security, IRAs, 401(k)s, Roth accounts, dividends, and brokerage accounts.How to Pay $0 in Taxes During Retirement**Schedule your free virtual consultation

If you're aiming to retire at 60, the question isn't just “Can I Retire?” — it's “What will it actually take to make it work?”In this video, I break down the key factors that determine whether retiring at 60 is realistic.**Schedule your free virtual consultation

55 With $150K… Are You Closer to Retirement Than You Think?If you're 55 years old with $150,000 saved for retirement, you might be wondering… am I behind, or do I still have a shot?The truth is, retirement isn't just about how much you've saved—it's about how you plan.**Free Book

How to Retire at 60 With ONLY $200K (Is It Possible?)Is it really possible to retire at 60 with just $200,000 saved?In this video, we break down what retirement would actually look like with $200K—what income it could generate, the biggest risks most people overlook, and the key decisions that determine whether this is realistic or not.We'll cover:• How much monthly income $200K can actually produce• The biggest mistake people make when estimating retirement needs• What expenses must be controlled for this plan to work• Alternative strategies to stretch your savings further• When working longer vs. retiring early really makes senseIf you're approaching retirement and wondering “do I have enough?”, this video will give you a clear, honest framework to think through your next steps.**Schedule your free virtual consultation

Host Mark sits down with Jason Lenagh, Founder of Enlightened Financial Planning, to trace Jason's path from collections to building a firm that helps families “retire with joy.” They discuss Jason's income-first, four-step planning framework that treats investments like income-generating real estate, solves for unknown timelines, protects guaranteed needs, allocates surplus intentionally, and emphasizes tax efficiency and compounding. The episode closes with practical advice for entrepreneurs about following sparks of joy, creating margin, and building a life aligned with values. Disclaimer: Investment Risks: All investments involve risk, including the potential loss of principal. The Gestalt Method™ and the Portfolio Waterfall™ strategy are investment methodologies and do not guarantee a profit or protect against loss in a declining market. While these strategies seek to provide retirement income by harvesting capital gains, dividends, and interest, there is no guarantee that such cash flows will be generated or sustained. No Guaranteed Income: The "Lesson from Real Estate" analogy is for illustrative purposes only. Unlike real estate rental income, dividends and interest payments from securities are not guaranteed and may be reduced or eliminated at any time by the issuing entity. Furthermore, if the "core investments" decrease in value, the overall sustainability of the portfolio may be compromised, potentially requiring the liquidation of shares even during market downturns. Substantiation and Performance: Claims regarding growth and risk management describe strategic goals, not guaranteed outcomes. Past performance is not indicative of future results. Tax and Legal Advice: Jason is a Investment Advisor Representative with TLG Advisors, Inc., a SEC Registered Investment Advisor. While this podcast discusses tax-efficiency, RMDs, and tax planning strategies, it should not be construed as specific tax or legal advice. Clients should consult with a qualified tax professional or attorney regarding their individual situation.

53 With $1.1M Saved… Am I Ready to Retire? If you're 53 with $1.1M saved, you're ahead of most people—but are you actually ready to retire?In this video, I break down what that portfolio could realistically generate in monthly income, and the key factors that will determine if it's enough (or not). It's not just about the number—it's about your spending, timeline, and risk.Before you make any big decisions, make sure you understand what your money can actually do for you. **Schedule your free virtual consultation

At Miller Wealth Planning, we provide Doctors, business owners and other high net worth individuals a comprehensive, bullet-proof financial plan. Rick has put together an exceptionally talented and experienced team to show you how to manage the 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's credentials include: Certificate in Financial Planning; IRMAA Certified Planner; Certified Dementia Practitioner, and Investment Advisor Representative.Rick has Master's degrees in English and Counseling along with broad experience in business creation, real estate investing and more.Learn more: http://millerwealthplanning.comThe 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/rick-miller-founder-of-miller-wealth-planning-discussing-hedging-the-long-term-care-risk

At Miller Wealth Planning, we provide Doctors, business owners, and other high-net-worth individuals a comprehensive, bullet-proof financial plan. Rick has put together an exceptionally talented and experienced team to show you how to manage the 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's credentials include: Certificate in Financial Planning; IRMAA Certified Planner; Certified Dementia Practitioner, and Investment Advisor Representative.Rick has a Master's degree in English and Counseling, along with broad experience in business creation, real estate investing, and more.Learn more: http://millerwealthplanning.comThe 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/rick-miller-founder-of-miller-wealth-planning-discussing-understanding-irmaa

At Miller Wealth Planning, we provide Doctors, business owners, and other high-net-worth individuals a comprehensive, bullet-proof financial plan. Rick has put together an exceptionally talented and experienced team to show you how to manage the 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's credentials include: Certificate in Financial Planning; IRMAA Certified Planner; Certified Dementia Practitioner, and Investment Advisor Representative.Rick has Master's degree in English and Counseling, along with broad experience in business creation, real estate investing, and more.Learn more: http://millerwealthplanning.comThe 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/rick-miller-founder-of-miller-wealth-planning-discussing-financial-planning-is-risk-management

At Miller Wealth Planning, we provide Doctors, business owners and other high net worth individuals a comprehensive, bullet-proof financial plan. Rick has put together an exceptionally talented and experienced team to show you how to manage the 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's credentials include: Certificate in Financial Planning; IRMAA Certified Planner; Certified Dementia Practitioner, and Investment Advisor Representative.Rick has Master's degrees in English and Counseling along with broad experience in business creation, real estate investing and more.Learn more: http://millerwealthplanning.comThe 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/rick-miller-founder-of-miller-wealth-planning-discussing-hedging-the-long-term-care-risk

At Miller Wealth Planning, we provide Doctors, business owners, and other high-net-worth individuals a comprehensive, bullet-proof financial plan. Rick has put together an exceptionally talented and experienced team to show you how to manage the 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's credentials include: Certificate in Financial Planning; IRMAA Certified Planner; Certified Dementia Practitioner, and Investment Advisor Representative.Rick has a Master's degree in English and Counseling, along with broad experience in business creation, real estate investing, and more.Learn more: http://millerwealthplanning.comThe 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/rick-miller-founder-of-miller-wealth-planning-discussing-understanding-irmaa

At Miller Wealth Planning, we provide Doctors, business owners, and other high-net-worth individuals a comprehensive, bullet-proof financial plan. Rick has put together an exceptionally talented and experienced team to show you how to manage the 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's credentials include: Certificate in Financial Planning; IRMAA Certified Planner; Certified Dementia Practitioner, and Investment Advisor Representative.Rick has Master's degree in English and Counseling, along with broad experience in business creation, real estate investing, and more.Learn more: http://millerwealthplanning.comThe 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/rick-miller-founder-of-miller-wealth-planning-discussing-financial-planning-is-risk-management

I'm 45 With $150K Saved… Am I On Track for Retirement?I'm 45 years old with $150,000 saved for retirement — am I behind, on track, or still able to retire comfortably? In this retirement video, we break down how long $150K can grow, what you should be saving in your 40s, and realistic retirement timelines. I'll walk through the retirement math, retirement investment assumptions, and retirement strategies that can help you catch up before retirement. If you're in your 40s wondering whether your retirement savings are enough, this retirement video will give you a clear path forward.**Schedule your free virtual consultation

The 3 Numbers That Decide If You Can Retire**Schedule your free virtual consultation

$175K at 62 — Is Retirement Even Possible?**Schedule your free virtual consultation

There are products out there that lots of people both own and hate. Life insurance is one of those products. Whole life insurance, and its variants, have probably the worst reputation among all life insurance choices. My guest today is a financial advisor who seems to have found some good uses for life insurance while you're still alive. Sound counterintuitive? Then listen to this episode.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 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 different types of life insuranceWhat Drew Powers means by “living benefits of life insurance”Some examples of using life insurance while still aliveWant 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

The 5-Minute Retirement Plan (From $250K to $1 Million)**Schedule your free virtual consultation

How Much Do You Really Need to Retire at 62?How Much Do You Really Need to Retire at 62?**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. 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

$375K Saved for Retirement — Is It Enough to Quit Working?If you have $375,000 saved for retirement, you might be wondering: Is it enough to quit working? In this video, I break down real retirement math to show what $375K can realistically generate in retirement income at 63, 65, and beyond — including how the 4% rule, Social Security, taxes, and inflation factor into the decision.**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

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