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This $400K Roth Strategy at 55 Might Change Your Retirement**Schedule your free virtual consultation, click here: https://pearlwealthgroup.com/contact/ or use our calendar link: https://calendly.com/pearlwealthgroup/discoverycall ****Buy My Book: Can I Really Retire https://www.amazon.com/shop/drewblackstoncrc/list/2FDRXX3LFUXQ8?ref_=aipsflist **If you're 55 years old with around $400,000 saved for retirement, a Roth IRA conversion could be a game-changer for your retirement future. In this retirement video, we break down a smart, tax-efficient Roth conversion retirement strategy specifically designed for pre-retirees in their mid-50s. Learn how to potentially reduce your future retirement tax burden, increase tax-free retirement income in retirement, and avoid costly retirement mistakes.❌ **Please make sure you talk with your CPA, Financial Advisor, Retirement Planner, or Investment Advisor Representative, before implementing any content from this channel. All videos are for informational and educational purposes only. None of the content, comments, responses, information, or any other item on this channel constitutes financial advice or recommendations. Please call Pearl Wealth Group at 813-807-5060 to go through your Retirement Income, Retirement Investments, or Retirement Plan in more detail.** ❌
Elizabeth (Betty) Heid is the past chair of the Board of Directors of the Colorado Women's Hall of Fame, serving on the board for 6 years: 5 years as Chair, one year as past chair.While serving as Chair of the Board, she recognized a need to broadly tell the life stories of the women who were inducted into the Hall. She was inspired to design and create the “Great Colorado Women” film series. Serving as Executive Producer since implementation in 2016, she has produced 33 films to date. All as a volunteer.The film series focuses on historic and contemporary Colorado women and their little known, underreported achievements. This multi-season series honors the more than 200 trailblazing women who have been inducted into the Hall since its founding in 1985. These stories provide role models to remind women and girls that they too can aspire higher to reach their dreams and to educate men and boys about women's accomplishments. The result of this series is the creation of a comprehensive historical archive of the rich legacy of great Colorado women and will be a major step toward women being appropriately represented in Colorado history.This series, now in its seventh season, is really an eye-opener to the accomplishments and the impacts Colorado women have had on our state, our country, and our world. The films produced each year air on Rocky Mountain PBS. These films have earned 4 Heartland EMMY awards, while receiving 15 Heartland EMMY nominations. One film also won the Los Angeles Film festival for “Inspiring Woman in a Film.” The films have been viewed worldwide, reaching an audience of well over one million viewers.Betty's professional experience includes: owner, founder and CEO of two multi-million dollar businesses: a consulting agency and a job placement agency. Previously, she worked for several Fortune 500 companies where she was a senior executive responsible for customer service, project management, operations management, and quality assurance. She has managed staffs as large as 600 employees and had responsibility for over one billion dollars of annual revenue.Ms. Heid is a Colorado Native, who has lived in Colorado most of her life. She is a life-long volunteer focusing on education, women's issues, and history. She has served as chair or a member of many boards and organizations across Colorado. She holds an under-graduate and a master's degree from the University of Denver, both in Business Administration. She is also a certified mediator. Her hobbies include golf, bridge, travel, reading, and exercising.https://www.cogreatwomen.org/**********************************************************Judy is the CEO & Founder of the Judy Carlson Financial Group. She helps her clients design, build, and implement fully integrated and coordinated financial plans from today through life expectancy and legacy.She is an Independent Fiduciary and Comprehensive Financial Planner who specializes in Wealth Decumulation Strategies. Judy is a CPA, Investment Advisor Representative, Life and Health Insurance Licensed, and Long-Term Care Certified.Judy's mission is to educate and empower her clients with an all-inclusive financial plan that encourages and motivates them to pursue their lifetime financial goals and dreams.Learn More: https://judycarlson.com/Investment Adviser Representative of and advisory services offered through Royal Fund Management, LLC, an 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-betty-heid-executive-producer-great-colorado-women-film-series
How Much Do You Need To Invest To Retire Early?**Schedule your free virtual consultation, click here: https://pearlwealthgroup.com/contact/ or use our calendar link: https://calendly.com/pearlwealthgroup/discoverycall ****Buy My Book: Can I Really Retire https://www.amazon.com/shop/drewblackstoncrc/list/2FDRXX3LFUXQ8?ref_=aipsflist **How much do you need to invest to retire early? In this retirement video, we break down the exact retirement numbers and retirement strategy you need to achieve early retirement—whether that means retiring at 60, 55, or even 50.❌ **Please make sure you talk with your CPA, Financial Advisor, Retirement Planner, or Investment Advisor Representative, before implementing any content from this channel. All videos are for informational and educational purposes only. None of the content, comments, responses, information, or any other item on this channel constitutes financial advice or recommendations. Please call Pearl Wealth Group at 813-807-5060 to go through your Retirement Income, Retirement Investments, or Retirement Plan in more detail.** ❌
Dr. Linda Kimberling—Retired Federal Executive, Educator, Business Owner, Author, Foster Ministry Founder, Mother, Grandmother and QuilterDr. Kimberling overcame early-life obstacles to serve the American public for 30 years in various leadership and managerial roles in the U.S. Government. Her tenure included Senior Executive Service member for 10 years in positions of Assistant Commissioner and Chief Financial Officer at Treasury and Department of Energy. She holds a doctoral degree in Organization and Management, a MS in Economics and a BS in Business and Education. As an educator, she served on the faculty at Regis Jesuit University and Southern Illinois University teaching Graduate Studies in Ethics, Leadership and Economics.She combined her experience in executive leadership, her education in organization and management, and her experiences as a Christian leader to author the book: “Faith Based Leadership–When the Odds are Stacked Against You”.Currently, she is the business owner of Log Cabin Quilt'N Sew offering long-arm quilting services and fabric to her customers. Log Cabin Quilt'N Sew fulfills her longtime passion to create and gift quilts to foster children currently in child placement facilities. Through the help of 70+ women across the country, “My Very Own Quilt Ministry” made and gifted over 700 quilts to foster children.Together, she and her husband live in Castle Rock, CO. They have 5 adult children and 6 grandchildren that keep them busy!www.logccabinquiltnsew.comhttps://www.facebook.com/logcabinquiltnsewhttps://www.instagram.com/logcabinquiltn/*************************************************************Judy is the CEO & Founder of the Judy Carlson Financial Group. She helps her clients design, build, and implement fully integrated and coordinated financial plans from today through life expectancy and legacy.She is an Independent Fiduciary and Comprehensive Financial Planner who specializes in Wealth Decumulation Strategies. Judy is a CPA, Investment Advisor Representative, Life and Health Insurance Licensed, and Long-Term Care Certified.Judy's mission is to educate and empower her clients with an all-inclusive financial plan that encourages and motivates them to pursue their lifetime financial goals and dreams.Learn More: https://judycarlson.com/ Investment Adviser Representative of and advisory services offered through Royal Fund Management, LLC, an 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-dr-linda-kimberling-owner-log-cabin-quiltn-sew
Think you must have $1 million to retire? Think again.In this retirement video, I break down why $1M isn't a magic number — and how you can create a successful retirement plan with much less.**Free Retirement Download: The Checklist to Retirement:**
Dr. Armin Feldman's Pretrial Prelitigation Medical Legal Consulting Coaching Program will teach you to build your own nonclinical consulting business as a valued consultant to attorneys without doing med mal cases or expert witness work. Armin will teach you everything from business concepts to the medicine involved when launching your new consulting business during one year of unlimited coaching. For more information, go to nonclinicalphysicians.com/mlconsulting/ Learn the business and management skills you need by enrolling in the University of Tennessee Physician Executive MBA program at nonclinicalphysicians.com/physicianmba. Get the FREE GUIDE to 10 Nonclinical Careers at nonclinicalphysicians.com/freeguide. Get a list of 70 nontraditional jobs at nonclinicalphysicians.com/70jobs. =============== This classic episode features Dr. David Yeh, a Cornell-educated radiologist trained at NYU Medical School with fellowship training at UPenn, who transformed his financial expertise into a successful career as an Investment Advisor Representative after achieving financial independence at age 45—while maintaining the physician's desire to educate rather than simply manage money. After finding himself buried in credit card debt as an intern despite his elite education, Dr. Yeh shares his compelling journey through financial education and the eventual development of sophisticated investment techniques that required monitoring just once monthly. His approach focuses on risk mitigation rather than aggressive returns, using mathematical filters borrowed from his radiology background to identify market trends and protect investments from major downturns. John and Dr. Yeh dive into the differences between the three financial industry sectors (banking, brokerage, and insurance), clarify the often-confusing regulatory environment, and discuss practical advice for physicians considering career transitions. Dr. Yeh emphasizes viewing wealth through the lens of time—measuring how many years you could comfortably survive without additional income—and recommends specific financial runway requirements for various career pivot scenarios, from six months for job transitions to five years for building a new business. You'll find links mentioned in the episode at nonclinicalphysicians.com/secure-your-investment-portfolio/
Can you retire at 60 with $450,000 if Social Security goes bankrupt? In this retirement video, we break down what your retirement could look like without relying on Social Security benefits. I'll walk you through real-world numbers, retirement income planning strategies, and what steps you can take right now to prepare — even if you're behind.**Free Retirement Download: The Checklist to Retirement:**
56 With 130k Saved For Retirement: When Can I Retire?!?Are you 56 years old with around $130,000 saved for retirement and wondering when you can realistically retire? In this retirement video, we break down what your retirement could look like based on your current retirement savings, retirement income needs, Social Security benefits, and more.**Free Retirement Download: The Checklist to Retirement:**
Polly Letofsky left her home in Colorado and headed west across 4 continents and over 14,000 miles—by foot—to become the first woman to walk around the world.As an awareness campaign for breast cancer, strangers welcomed her into their homes. But it was never an easy road. Polly struggled with earthquakes, muggings, languages, even religious riots. The ultimate challenge came in the middle of Polly's journey when September 11 flung us all into a crossroads in world history and she found herself navigating a vastly changing world.Polly shares her story with humor and honest reflection, in this award-winning book, 3mph: The Adventures of One Woman's Walk Around the World.Polly has taken her book writing experience to a whole new level. After a bad experience with a publishing company, she took a deep dive into learning every aspect of the industry. Her goal… to protect authors from many of the same mistakes she made. Today she runs a very successful book publishing business with an award-winning team of editors, marketers, and designers.https://www.pollyletofsky.com/https://www.mywordpublishing.com/https://www.linkedin.com/in/pollyletofsky/https://www.facebook.com/polly.letofsky.7*************************************************************Judy is the CEO & Founder of the Judy Carlson Financial Group. She helps her clients design, build, and implement fully integrated and coordinated financial plans from today through life expectancy and legacy.She is an Independent Fiduciary and Comprehensive Financial Planner who specializes in Wealth Decumulation Strategies. Judy is a CPA, Investment Advisor Representative, Life and Health Insurance Licensed, and Long-Term Care Certified.Judy's mission is to educate and empower her clients with an all-inclusive financial plan that encourages and motivates them to pursue their lifetime financial goals and dreams.Learn More: https://judycarlson.com/Investment Adviser Representative of and advisory services offered through Royal Fund Management, LLC, an 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-polly-letofsky-author-speaker-publishing-mama-and-owner-my-word-publishing
I enjoy blending strategic thinking with creative problem-solving to drive meaningful change. My focus has always been on building connections and finding ways to enhance our communities.I kicked off my career in finance, where I found success as a top salesperson. That experience sharpened my analytical skills and taught me how to understand complex needs, which I now apply to my work in non-profit fundraising.What motivates me is the chance to contribute to causes that resonate with me. I thrive on collaboration, brainstorming new approaches, and discovering innovative strategies to advance our mission. Whether it's through partnerships, campaigns, or improving processes, my aim is to make a real impact.On a personal note, I grew up in Colorado, am a military brat, and the youngest of six siblings. I speak Spanish and love to travel! I'm a devoted wife who loves spending time with my husband. We enjoy serving our church, exploring new places, birdwatching, and practicing my compound bow in our league. And there's nothing better than a road trip through the Midwest with classic country tunes playing in the background. These experiences enrich my perspective and fuel my passion for giving back.I'm excited to connect with anyone who shares a passion for making a difference or wants to chat about innovative ways to engage in philanthropy and community work.https://boulderbridgehouse.org/https://www.linkedin.com/in/heather-lagge*************************************************************Judy is the CEO & Founder of the Judy Carlson Financial Group. She helps her clients design, build, and implement fully integrated and coordinated financial plans from today through life expectancy and legacy.She is an Independent Fiduciary and Comprehensive Financial Planner who specializes in Wealth Decumulation Strategies. Judy is a CPA, Investment Advisor Representative, Life and Health Insurance Licensed, and Long-Term Care Certified.Judy's mission is to educate and empower her clients with an all-inclusive financial plan that encourages and motivates them to pursue their lifetime financial goals and dreams.Learn More: https://judycarlson.com/Investment Adviser Representative of and advisory services offered through Royal Fund Management, LLC, an 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-heather-lagge-sponsorships-gifts-manager-bridge-house
This podcast covers the non-financial aspects of planning for retirement. But make no mistake - you have to get your money right. Lane Martinsen is the author of 5W Retirement Blueprint: Maximize your Retirement Income through Holistic Planning, which describes his approach of holistic retirement planning. Lane Martinsen joins us from Arizona. ______________________ Bio Lane G. Martinsen is a Certified Financial Fiduciary®, an Investment Advisor Representative, and a Retirement Income Certified Professional (RICP®). Lane is the Principal of Martinsen Wealth Management, LLC located in Tempe, Arizona. Lane is an Ed Slott Elite IRA Advisor and a member of the National Ethics Association (NEA). Lane has a diverse background within the financial services industry that first started in 1988. In addition to serving his own clients, Lane has trained and mentored hundreds of other financial advisors from all parts of the country. Lane id the author of 5W Retirement Blueprint: Maximize your Retirement Income through Holistic Planning and of the Amazon bestselling book The Holistic Retirement Planning Revolution. He's also the host of the popular educational YouTube channel The Financial Fast Lane. Lane and his wife Tara met in college and recently celebrated their 31st anniversary. They have 5 children and 6 grandchildren. In 2010 (before any grandchildren were born) they fulfilled a dream to live with their kids in a foreign country. Lane and his family lived near the beach at Playa Conchal in beautiful Costa Rica for one year 2010-2011. During this time they formed many treasured memories and were able to provide humanitarian services to the local Tico people that they grew to love deeply. ________________________ For More on Lane Martinsen 5W Retirement Blueprint: Maximize your Retirement Income through Holistic Planning The Financial Fast Lane You Tube Channel Martinsen Wealth Management _____________________ Podcast Conversations You May Like Retiring: Creating a Life That Works for You – Teresa Amabile How to Retire - Christine Benz The Key Decisions for Retirement Success – Wade Pfau _____________________ About The Retirement Wisdom Podcast There are many podcasts on retirement, often hosted by financial advisors with their own financial motives, that cover the money side of the street. This podcast is different. You'll get smarter about the investment decisions you'll make about the most important asset you'll have in retirement: your time. About Retirement Wisdom I help people who are retiring, but aren't quite done yet, discover what's next and build their custom version of their next life. A meaningful retirement doesn't just happen by accident. Schedule a call today to discuss how The Designing Your Life process created by Bill Burnett & Dave Evans can help you make your life in retirement a great one – on your own terms. About Your Podcast Host Joe Casey is an executive coach who also helps people design their next life after their primary career and create their version of The Multipurpose Retirement.™ He created his own next chapter after a twenty-six-year career at Merrill Lynch, where he was Senior Vice President and Head of HR for Global Markets & Investment Banking. Today, in addition to his work with clients, Joe hosts The Retirement Wisdom Podcast, which thanks to his guests and loyal listeners, ranks in the top 1 % globally in popularity by Listen Notes, with over 1.6 million downloads. Business Insider has recognized Joe as one of 23 innovative coaches who are making a difference. He's the author of Win the Retirement Game: How to Outsmart the 9 Forces Trying to Steal Your Joy. Connect on LinkedIn _____________________ Wise Quotes On Holistic Retirement Planning "Holistic planning is not traditional. Most Financial Planning is kind of transactional in nature and it's specific to a certain transaction or a certain goal.
Digging In is presented by Rooted Wealth Advisors and strives to establish a deeply rooted connection to your family, your finances, and your legacy.Investment Advisor Representative, John Savarino, gets into the details on another case study for a couple that the team at Rooted Wealth Advisors was able to help prepare for retirement. Leaving a legacy behind, long-term healthcare, and taxes are massive concerns for them. Let's dig on in to John and Jane's complicated situation with many different accounts and investment vehicles and see how the team helped prepare them to retire with confidence.Notes on the Numbers:John and JaneTarget Retirement: 61.5 for John, 57 for JaneAnnual Income: $140,000S.S. Benefits: $2500/mo for John, $1250/mo for JanePensions: $3,000/mo for John at age 65, $500/mo for Jane at 62Income: $15,000/mo in retirementAssets:23 different accountsMany different investment vehiclesWant an inside look into your specific situation? Email us at info@rootedretirement.com------Visit our website: https://www.rootedretirement.comFollow us on social media:Instagram - https://www.instagram.com/rooted_retirement/Facebook - https://www.facebook.com/rootedwealthadvisorsLinkedIN - https://www.linkedin.com/company/rootedwealthadvisors------Opinions expressed herein are solely those of Rooted Wealth Advisors, unless otherwise specifically cited. Material presented is believed to be from reliable sources, but no representations are made by our firm as to another parties' informational accuracy or completeness. Content provided herein is for informational purposes only and should not be used or construed as investment advice or a recommendation regarding the purchase or sale of any security. There is no guarantee that any statements, opinions or forecasts provided herein will prove to be correct. All information or ideas provided should be discussed in detail with an advisor, accountant or legal counsel prior to implementation.Past performance may not be indicative of future results. Indices are not available for direct investment. Any investor who attempts to mimic the performance of an index would incur fees and expenses which would reduce returns. Securities investing involves risk, including the potential for loss of principal. There is no assurance that any investment plan or strategy will be successful.
If you have little to nothing saved for retirement, don't panic—you're not alone, and it's not too late to take action! In this retirement video, we'll break down practical retirement steps to start building your retirement savings, even if you're starting from scratch in your 50s.
If you buy a disability insurance policy, if there's one piece of advice to take away from this episode it's this: make sure it's current. That means much more than making sure the premiums are paid up, and my guest today is going to fill in the blanks for us.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:What keeping your disability insurance policy current really meansThe triggers that drive the need to update your disability insuranceWhether or not everyone needs disability insuranceWant 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
For over thirty years, Amy Mays has worked alongside teens, helping them navigate life's challenges. As a youth director and counselor, she learned something crucial: teens need more than programs. They need places where they feel they truly belong, where getting support doesn't feel like a big deal.That's why she started Happy Crew in 2007. It began with weekly meetings where teens could be themselves, find their voice, and know they matter. What started with just a few students grew steadily. In the 2024-2025 school year, Happy Crew will host a total of 23 weekly meetings that bring together an average of 75 students each time. Already, 183 different teens have found community through Happy Crew this year alone—and we're on track to connect with over 200 students before summer. But we need to do more.https://thehappycrew.org/https://www.happycrewcoffeehouse.com/*************************************************************Judy is the CEO & Founder of the Judy Carlson Financial Group. She helps her clients design, build, and implement fully integrated and coordinated financial plans from today through life expectancy and legacy.She is an Independent Fiduciary and Comprehensive Financial Planner who specializes in Wealth Decumulation Strategies. Judy is a CPA, Investment Advisor Representative, Life and Health Insurance Licensed, and Long-Term Care Certified.Judy's mission is to educate and empower her clients with an all-inclusive financial plan that encourages and motivates them to pursue their lifetime financial goals and dreams.Learn More: https://judycarlson.com/Investment Adviser Representative of and advisory services offered through Royal Fund Management, LLC, an 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-amy-mays-executive-director-the-happy-crew
Lindsey has worked at Mountain Vista high school for 20 years in a number of different roles. She taught in the Career Tech Ed world for 14 years, was the head volleyball coach, ran student leadership, and was on a building leadership team. She was also instrumental in the growth of their relationship with the “Make a Wish Foundation.” The partnership with the school community, along with local clothing brand, Be A Good Person, has raised almost 2 million dollars for the Foundation.Now Ms. Jaffe is an Assistant Principal and Activities Director, managing over 65 clubs within the school. In her free time, she loves to spend time with her 2 children, support their sports/activities, travel, and do yoga!https://mvhs.dcsdk12.org/*************************************************************Judy is the CEO & Founder of the Judy Carlson Financial Group. She helps her clients design, build, and implement fully integrated and coordinated financial plans from today through life expectancy and legacy.She is an Independent Fiduciary and Comprehensive Financial Planner who specializes in Wealth Decumulation Strategies. Judy is a CPA, Investment Advisor Representative, Life and Health Insurance Licensed, and Long-Term Care Certified.Judy's mission is to educate and empower her clients with an all-inclusive financial plan that encourages and motivates them to pursue their lifetime financial goals and dreams.Learn More: https://judycarlson.com/Investment Adviser Representative of and advisory services offered through Royal Fund Management, LLC, an 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-lindsey-jaffe-asst-principal-activities-director-mountain-vista-high-school
Carey Marin is a wife, mom of four, entrepreneur and open adoption advocate.Carey is a graduate of the University of North Texas where she received her bachelor's degree in broadcast journalism. She has worked with orphanages in Bolivia and Romania, and with women and children in Ecuador, Kenya and Turkey. She received the President's Volunteer Service Award, and founded Hearts Wide Open, an open adoption support group. She has also served with Court Appointed Special Advocate (CASA) for children in foster care.Carey and her husband, Paul have four adopted children. She joined the Gift of Adoption Fund- Colorado Chapter Board in June of 2023, shortly after she and her family relocated to Denver from Dallas. Gift of Adoption is a national charity that provides grants of up to $15,000 to complete the adoptions of vulnerable children. Priority is placed on helping children facing what is possibly their only chance at adoption, including those at-risk of separation from siblings, entering foster care, aging-out of an orphanage, or with special needs.Gift of Adoption is the largest provider of adoption assistance grants on a nondiscriminatory basis (without regard to age, race, ethnicity, religion, sexual orientation, or marital status) and grants are paid directly to adoption agencies and attorneys working on the child's behalf. Since inception in 1996, Gift of Adoption has awarded more than $14 million to give over 4,724 children permanent families and the chance to thrive. To date in Colorado, GOA has awarded $507,000 in grants to complete the adoptions of 155 children.Gift of Adoption is recognized by Charity Navigator and the Better Business Bureau's Wise Giving Alliance.As President & CEO of Purpose Media Group, Carey specializes in crafting strategic communications that drive measurable results. From public relations and digital content marketing to message development and crisis communications, Carey helps businesses build trust, credibility and lasting connections with their audiences. She has helped clients garner national and international media attention from the LA Times to the Wall Street Journal and Good Housekeeping to TODAY Show.www.giftofadoption.orghttps://giftofadoption.org/joinourboard/giftofadoption.org/colorado/facebook.com/GiftofAdoptionColoradowww.purposemedia.biz***********************************************************Judy is the CEO & Founder of the Judy Carlson Financial Group. She helps her clients design, build, and implement fully integrated and coordinated financial plans from today through life expectancy and legacy.She is an Independent Fiduciary and Comprehensive Financial Planner who specializes in Wealth Decumulation Strategies. Judy is a CPA, Investment Advisor Representative, Life and Health Insurance Licensed, and Long-Term Care Certified.Judy's mission is to educate and empower her clients with an all-inclusive financial plan that encourages and motivates them to pursue their lifetime financial goals and dreams. Learn More: https://judycarlson.com/Investment Adviser Representative of and advisory services offered through Royal Fund Management, LLC, an 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-carey-marin-adoptive-mom-of-4-children-gift-of-adoption-fund-board-member
Are you 60 years old with a low income and wondering, "Can I still retire?" In this retirement video, we explore practical retirement strategies to help you retire on a limited budget and make the most of your retirement savings.
Wendy began with Generation Schools Network in 2010 as the Rocky Mountain Managing Director and was asked by the Board of Directors to assume the CEO role in 2012. While earning a business degree, her love for education was catalyzed through volunteering to teach a business entrepreneurship class in an economically struggling Denver neighborhood on Saturday mornings at a local church. She brings extensive experience in the non-profit and education sectors, especially in the areas of network development, school replication and innovative educational models. She has worked in higher education (Northwest College, Colorado Christian University & Harvard University) and co-founded the Street School Network, which grew to include more than 50 schools in 27 cities under her leadership. She holds a BS in Business Management from Colorado Christian University, an MA in Educational Leadership from Concordia University and is currently studying for her PhD in Education & Social Justice at Lancaster University in the United Kingdom. She has completed fellowships with both Catapult and the Billions Institute for large scale social change.Wendy is part of a big, blended family with 6 semi-grown children ranging in ages from 21-42; four boys and two girls. She loves dogs (which is great because she has grand dogs including one she keeps full-time due to her son's deployment). Wendy loves reading historical fiction and serves as the director of the children's program at her church.Website: https://www.justiceengagedstudents.org/Website: https://www.generationschools.org/*************************************************************Judy is the CEO & Founder of the Judy Carlson Financial Group. She helps her clients design, build, and implement fully integrated and coordinated financial plans from today through life expectancy and legacy.She is an Independent Fiduciary and Comprehensive Financial Planner who specializes in Wealth Decumulation Strategies. Judy is a CPA, Investment Advisor Representative, Life and Health Insurance Licensed, and Long-Term Care Certified.Judy's mission is to educate and empower her clients with an all-inclusive financial plan that encourages and motivates them to pursue their lifetime financial goals and dreams.Learn More: https://judycarlson.com/Investment Adviser Representative of and advisory services offered through Royal Fund Management, LLC, an 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-wendy-loloff-cooper-ceo-generation-schools-network
Thinking about retiring at 62 with just $100,000 saved for retirement?
As a sales specialist for SketchUp in Trimble's AEC division, I blend my interior design background with a passion for architectural technology. I help professionals navigate the industry's leading 3D modeling software. Raised in Douglas County, I've always believed in the power of community. Since May 2024, volunteering has opened new doors for me, bringing fresh purpose and perspective to my life. When I'm not helping architects and designers transform their visions into reality, you'll find me spending quality time with my husband and our dogs, who make every day brighter.I began volunteering with Soul Dog Rescue in May 2024 with my sister-in-law Heather Taylor. The mission of Soul Dog Rescue is to perform collaborative and targeted work, primarily through spay and neuter in underserved regions. Once a month we travel to the Navajo Reservation in the Four Corners Region where we may spay and neuter over 200 dogs and cats in a weekend. We rescue surrendered and stray animals and bring them to our clinic in Fort Lupton, CO where we hope to find foster and forever homes.Website: https://www.souldog.org/LinkedIn: https://www.linkedin.com/in/jennifer-powell-2337ab72/Facebook: https://www.facebook.com/JPowell303/Recent Article: https://www.castlepinesconnection.com/rescue-rehab-and-adoption-through-soul-dog-rescue/**********************************************************Judy is the CEO & Founder of the Judy Carlson Financial Group. She helps her clients design, build, and implement fully integrated and coordinated financial plans from today through life expectancy and legacy.She is an Independent Fiduciary and Comprehensive Financial Planner who specializes in Wealth Decumulation Strategies. Judy is a CPA, Investment Advisor Representative, Life and Health Insurance Licensed, and Long-Term Care Certified.Judy's mission is to educate and empower her clients with an all-inclusive financial plan that encourages and motivates them to pursue their lifetime financial goals and dreams.Learn More: https://judycarlson.com/Investment Adviser Representative of and advisory services offered through Royal Fund Management, LLC, an 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-jennifer-powell-volunteer-soul-dog-rescue
Chelle O'Keefe, SPHR is a seasoned HR executive with over 20 years of experience, specializing in fostering growth and vibrant workplace cultures. As Chief People Officer at Platinum Dermatology Partners, she drives initiatives that build cohesive cultures, optimize processes, and elevate company results. Previously, as EVP and CHRO at Associa, Chelle championed innovative HR methodologies and diversity initiatives, significantly reducing employee turnover and increasing leadership diversity. She holds a BS in Psychology from Texas A&M University and an MS in Industrial/Organizational Psychology from Capella University. Passionate about creating workplaces where people thrive, Chelle's expertise spans HR, change management, training, and marketing strategy.Janine Moore, AIF®, CPFA, CFS has over 25 years of financial services experience. She co-founded Peak Financial Group in 2002 and served as Principal until the HUB International acquisition in 2019. Janine specializes in 457(b) and 401(a) governmental deferred compensation plans and served as the City Director for the City of Houston's deferred compensation plan for six years. Recognized as a Top Women Advisor All Star and Captain, she has led professional and non-profit organizations committed to improving lives and promoting women in business. Janine holds a BA in Journalism and Public Relations from The Ohio State University and multiple registrations through LPL Financial. She is also registered with Global Retirement Partners as an Investment Advisor Representative. A proud veteran, she served as a Staff Sergeant with the Ohio Air National Guard and received the Air Force Achievement Medal. In this episode, Eric, Chelle O'Keefe, and Janine Moore discuss:Benefit philosophy mattersBuilding trust and partnershipThe potential for underutilized plans Building trust and transparencySimplify and educateKey Takeaways:Companies should intentionally develop a clear benefit philosophy that reflects their goals, demographics, and employee needs, rather than just maintaining a status quo plan.Successful service provider relationships are built on more than just expertise - they require listening, education, transparency, and the ability to have difficult conversations.Even seemingly neglected or underutilized 401(k) plans can be transformed through collaborative efforts, persistent advisors, and a commitment to participant outcomes.Financial professionals should focus on simplifying complex concepts, seeing the potential in plans, and educating clients in a way that doesn't make them feel overwhelmed or inadequate.“We are the reflection of all of the people that we spend the most time with.” - Chelle O'KeefeConnect with Chelle O'Keefe: LinkedIn: https://www.linkedin.com/in/chelleokeefe/ Connect with Janine Moore:LinkedIn: https://www.linkedin.com/in/janinejeffersonmoore/ Connect with Eric Dyson: Website: https://90northllc.com/Phone: 940-248-4800Email: contact@90northllc.com LinkedIn: https://www.linkedin.com/in/401kguy/ The information and content of this podcast is general in nature and is provided solely for educational and informational purposes. It is believed to be accurate and reliable as of the posting date but may be subject to changeIt is not intended to provide a specific recommendation for any type of product or service discussed in this presentation or to provide any warranties, investment advice, financial advice, tax, plan design or legal advice (unless otherwise specifically indicated). Please consult your own independent advisor as to any investment, tax, or legal statements made.The specific facts and circumstances of all qualified plans can vary and the information contained in this podcast may or may not apply to your individual circumstances or to your plan or client plan-specific circumstances.
Can I Retire at 60 with $200,000 (Is it possible)?!?**Schedule your virtual consultation, click here: https://pearlwealthgroup.com/contact/ or use our calendar link: https://calendly.com/pearlwealthgroup/discoverycall ****Visit our Store for Retirement Resources: https://www.amazon.com/shop/drewblackstoncrc **Are you wondering if you can retire at 60 with $200,000? In this retirement video, we break down whether that amount is enough to sustain your retirement, covering key factors like social security, retirement investment returns, expenses, and budgeting.
Janine Valentine is an award-winning author, poet, and entrepreneur, currently living in Colorado. She loves to travel, carrying with her a sense of humor and curiosity. Experiencing her surroundings with a soul-level sensory awareness, Janine expresses these perspectives and insights through her deeply relatable writing. She believes that by vulnerably sharing our personal journeys we light a path inviting others to also engage with their fears, release constraints, and find genuine community.Amazon: https://www.amazon.com/dp/057836705XInstagram: https://www.instagram.com/janine.valentine.author/Website: https://www.janinevalentine.com/*************************************************************Judy is the CEO & Founder of the Judy Carlson Financial Group. She helps her clients design, build, and implement fully integrated and coordinated financial plans from today through life expectancy and legacy.She is an Independent Fiduciary and Comprehensive Financial Planner who specializes in Wealth Decumulation Strategies. Judy is a CPA, Investment Advisor Representative, Life and Health Insurance Licensed, and Long-Term Care Certified.Judy's mission is to educate and empower her clients with an all-inclusive financial plan that encourages and motivates them to pursue their lifetime financial goals and dreams.Learn More: https://judycarlson.com/Investment Adviser Representative of and advisory services offered through Royal Fund Management, LLC, an 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-janine-valentine-author-both-things-are-true
Want to retire early at 55 with $1,000,000 in Retirement savings? In this Retirement video, we break down the step-by-step Retirement strategy to achieve financial independence, grow your retirement savings, and live comfortably without worrying about money.**Free Retirement Download: The Checklist to Retirement:**
Marissa Harmon took office as Lone Tree's 4th Mayor in May 2024. She is an entrepreneur, small business owner and the first elected official to own a brick-and-mortar business in the City of Lone Tree. Her decision to run for office originated from a deep desire to serve and maintain the quality of life for residents and businesses in our growing community. Mayor Harmon's commitment to the community is demonstrated through her prior service on the City Council, Lone Tree Planning Commission, Douglas County Youth Initiative, South Suburban Parks and Recreation subcommittee, Colorado Municipal League, and Co-chairing the campaign for 2E to raise sales tax by 1%..Marissa and her husband have been proud residents of Lone Tree for over a decade and feel fortunate to be raising two daughters in this amenity-rich community. You will likely see them hiking, biking, and running throughout the city taking advantage of every opportunity to be outdoors. Mayor Harmon understands the importance of commerce, community, and culture that makes our City so special.In her role as mayor, she actively represents Lone Tree through her involvement with numerous organizations, including the Chair of Partnership of Douglas County Governments; Denver South Economic Development Partnership Board of Directors; Denver Regional Council of Governments (DRCOG) Board of Directors; and the Metro Mayors Caucus. She is passionate about supporting Lone Tree residents, businesses and restaurants and looks forward to engaging with residents throughout the community.Website: https://cityoflonetree.com/city-council/Instagram: https://www.instagram.com/marissaharmonforlonetree**********************************************************Judy is the CEO & Founder of the Judy Carlson Financial Group. She helps her clients design, build, and implement fully integrated and coordinated financial plans from today through life expectancy and legacy.She is an Independent Fiduciary and Comprehensive Financial Planner who specializes in Wealth Decumulation Strategies. Judy is a CPA, Investment Advisor Representative, Life and Health Insurance Licensed, and Long-Term Care Certified.Judy's mission is to educate and empower her clients with an all-inclusive financial plan that encourages and motivates them to pursue their lifetime financial goals and dreams.Learn More: https://judycarlson.com/Investment Adviser Representative of and advisory services offered through Royal Fund Management, LLC, an 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-mayor-marissa-harmon-city-of-lone-tree-co
While she loves working with patients of all ages, Dr. Link realized early in her career that busy working adults were a severely underserved population. Dr. Link feels incredibly humbled to be growing a community where hearing loss and hearing aids are no longer stigmatized. You will be celebrated no matter where you are on your hearing journey. She loves looking at you as a whole person and empowering you to tackle the unique challenges you present to her. You can be sure that you will receive personalized evidence based care from Dr. Link while learning from one another.Dr. Link grew up on her family's farm in Ohio and received her Bachelor of Science degree from Miami University. Having grown up on a farm, she is passionate about preventable noise-induced hearing loss. Dr. Link earned her Doctor of Audiology degree from Rush University in Chicago, one of the top 10 audiology schools in the country. She was awarded a Distinction in Clinical Excellence at graduation. Dr. Link cultivated her clinical excellence through mentorship from some of the top audiologists in Chicago in a variety of clinical settings including university hospitals, the VA hospital, Chicago community hospitals, ENT clinics, a hearing aid research and development center, and the Ann and Robert H. Lurie Children's Hospital.When not practicing audiology, Dr. Link finds joy in biking, skiing, and live music in the great outdoors. When she cannot get away to the mountains you can find her catching up on her favorite podcasts, sipping American pale ales, and challenging her family and friends to a competitive game of Ticket to Ride, Mancala or Kings on the Corner.Website: https://www.theaudiologymethod.com/Facebook: https://www.facebook.com/TheAudiologyMETHOD*************************************************************Judy is the CEO & Founder of the Judy Carlson Financial Group. She helps her clients design, build, and implement fully integrated and coordinated financial plans from today through life expectancy and legacy.She is an Independent Fiduciary and Comprehensive Financial Planner who specializes in Wealth Decumulation Strategies. Judy is a CPA, Investment Advisor Representative, Life and Health Insurance Licensed, and Long-Term Care Certified.Judy's mission is to educate and empower her clients with an all-inclusive financial plan that encourages and motivates them to pursue their lifetime financial goals and dreams.Learn More: https://judycarlson.com/Investment Adviser Representative of and advisory services offered through Royal Fund Management, LLC, an 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-dr-julie-link-founder-owner-the-audiology-method
Thinking about early retirement? This retirement video dives into the big question: "Can I retire at 57 with $800k, and where will my retirement income come from?!" We explore the feasibility of retiring before 60 with $800,000 saved, breaking down key factors like safe retirement withdrawal rates, retirement investment strategies, and potential retirement income sources. **Free Retirement Download: The Checklist to Retirement:**
**Schedule your virtual consultation, click here: https://pearlwealthgroup.com/contact/ or use our calendar link: https://calendly.com/pearlwealthgroup/discoverycall **Thinking about retiring at 60 with $480,000 saved? This retirement video dives deep into whether that's a realistic goal.❌ **Please make sure you talk with your CPA, Financial Advisor, Retirement Planner, or Investment Advisor Representative, before implementing any content from this channel. All videos are for informational and educational purposes only. None of the content, comments, responses, information, or any other item on this channel constitutes financial advice or recommendations. Please call Pearl Wealth Group at 813-807-5060 to go through your Retirement Income, Retirement Investments, or Retirement Plan in more detail.** ❌
Judy Jordan has dedicated over 40 years to transforming the field of education, with a focus on empowering students with disabilities and guiding educators to become their best selves. A proud graduate of the University of Oklahoma, where she earned a Bachelor of Science in Education, Judy continued her studies at the University of Houston – Victoria, earning a Diagnostician Certification, followed by a Master of Education from the University of Houston. She later obtained a Principal Certification from the University of Northern Colorado.With 17 years spent teaching special education across all K-12 levels, 10 years as an educational diagnostician, 8 years as a special education coordinator, and 7 years as a Principal, Judy has a wealth of experience that spans all aspects of education. Driven by the belief that every individual has the ability to learn and be heard, she is passionate about creating inclusive, supportive environments where both students and educators can thrive.As a Principal, Judy enjoys coaching and mentoring staff, fostering collaborative teams, and nurturing leadership in others. With expertise in team building, personnel management, staff development, dispute resolution, and motivating others to take action, she brings a unique blend of vision, trust-building, and a commitment to growth—helping people at every level to unlock their potential.Whether in the classroom, as an advocate for special education, or as a leader guiding school communities, Judy is dedicated to making a lasting impact and inspiring those around them.Website: https://sites.google.com/dcsdk12.org/dcsdbridgetransition18-21/homeFacebook: https://www.facebook.com/dcsdbridgeprogram/*************************************************************Judy is the CEO & Founder of the Judy Carlson Financial Group. She helps her clients design, build, and implement fully integrated and coordinated financial plans from today through life expectancy and legacy.She is an Independent Fiduciary and Comprehensive Financial Planner who specializes in Wealth Decumulation Strategies. Judy is a CPA, Investment Advisor Representative, Life and Health Insurance Licensed, and Long-Term Care Certified.Judy's mission is to educate and empower her clients with an all-inclusive financial plan that encourages and motivates them to pursue their lifetime financial goals and dreams.Learn More: https://judycarlson.com/Investment Adviser Representative of and advisory services offered through Royal Fund Management, LLC, an 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-w-judy-jordan-bridge-transition-program-principal-douglas-county-school-district
Should You Draw Your IRA to DELAY Social Security? Wondering if it's a smart financial move to delay taking Social Security and use your IRA instead? In this retirement video, we'll dive into the pros and cons of this retirement strategy. We'll discuss factors like your age, expected lifespan, and retirement goals to help you make an informed decision. **Free Retirement Download: The Checklist to Retirement:**
Jeanette Reynolds is a passionate advocate for inclusivity and community empowerment. Miles 4 Madison is a non-profit organization dedicated to building inclusive parks in communities and providing recreational opportunities for everyone. As Executive Director, Jeanette has been instrumental in creating impactful initiatives in her own community.Miles 4 Madison has grown into a thriving organization. They host an annual 5k run in Sterling Ranch in the fall and provide recreational opportunities for families with children who may have a disability.When not working, Jeanette can be found watching Duke basketball or training for her next RunDisney event.Website: https://www.miles4madison.org/Instagram: https://www.instagram.com/miles_4_madisonLinkedIn: https://www.linkedin.com/company/miles-for-madison/*************************************************************Judy is the CEO & Founder of the Judy Carlson Financial Group. She helps her clients design, build, and implement fully integrated and coordinated financial plans from today through life expectancy and legacy.She is an Independent Fiduciary and Comprehensive Financial Planner who specializes in Wealth Decumulation Strategies. Judy is a CPA, Investment Advisor Representative, Life and Health Insurance Licensed, and Long-Term Care Certified. Judy's mission is to educate and empower her clients with an all-inclusive financial plan that encourages and motivates them to pursue their lifetime financial goals and dreams.Learn More: https://judycarlson.com/Investment Adviser Representative of and advisory services offered through Royal Fund Management, LLC, an 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-jeanette-reynolds-executive-director-miles-4-madison
Based in Phoenix, Arizona, Urban Adams is a seasoned financial advisor with over 25 years of experience in the financial services industry. For the past 12 years, he has been running his own independent advisory practice, focusing on providing personalized, client-focused financial planning services to clients across the country.Urban Adams is an Investment Advisor Representative with Dynamic Wealth Advisors. All investment advisory services are offered through Dynamic Wealth Advisors. Urban Adams also offers insurance brokering services, this is considered an outside business activity from Dynamic Wealth Advisors and is separate and apart from Mr. Adams's activities as an investment advisor representative of Dynamic Wealth Advisors.Learn more: https://www.urbanadams.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-financial-professional-urban-adams
Bonnie Dannels is the Founder/President of Paul's Mystery Ship to End ALS, a nonprofit foundation. Bonnie created this foundation because her husband Paul of 45 years was diagnosed with ALS. He lost his battle after a short 13-month journey fighting this horrific disease. ALS is a fatal disease with no cure. Once diagnosed, there is no turning back. Paul and Bonnie have a large family of 3 children (2 daughters and 1 son) and 11 grandchildren. Each member of her family was deeply affected by this disease. Bonnie is blessed to have a large circle of family and friends who support her; each one of them were also deeply affected as they supported Paul throughout his stages of ALS.Prior to Paul's diagnosis, Bonnie had a career in management, sales, and service for independent insurance agencies. Her career was abruptly interrupted in January 2019 when Paul was diagnosed with ALS.Bonnie is a Colorado native, born and raised in Timnath, CO. She graduated from Colorado State University and lived in Ft. Collins until her family moved to Castle Rock in 1982.Bonnie is an avid walker & hiker. She plays pickleball and does some type of physical activity daily. Her newest activity is snowshoeing.Bonnie is actively involved in the Castle Rock community, Castle Rock Chamber of Commerce, Womenade, Plum Creek Church, and First United Methodist Church.Website: www.paulsmysteryship.comFacebook: https://www.facebook.com/PaulsMysteryShip/Instagram: https://www.instagram.com/pauls_mystery_ship/LinkedIn: https://www.linkedin.com/in/bonnie-dannels-210869102/**********************************************************Judy is the CEO & Founder of the Judy Carlson Financial Group. She helps her clients design, build, and implement fully integrated and coordinated financial plans from today through life expectancy and legacy.She is an Independent Fiduciary and Comprehensive Financial Planner who specializes in Wealth Decumulation Strategies. Judy is a CPA, Investment Advisor Representative, Life and Health Insurance Licensed, and Long-Term Care Certified.Judy's mission is to educate and empower her clients with an all-inclusive financial plan that encourages and motivates them to pursue their lifetime financial goals and dreams.Learn More: https://judycarlson.com/Investment Adviser Representative of and advisory services offered through Royal Fund Management, LLC, an 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-bonnie-dannels-founder-president-of-pauls-mystery-ship-to-end-als-foundation
Based in Phoenix, Arizona, Urban Adams is a seasoned financial advisor with over 25 years of experience in the financial services industry. For the past 12 years, he has been running his own independent advisory practice, focusing on providing personalized, client-focused financial planning services to clients across the country.Urban Adams is an Investment Advisor Representative with Dynamic Wealth Advisors. All investment advisory services are offered through Dynamic Wealth Advisors. Urban Adams also offers insurance brokering services, this is considered an outside business activity from Dynamic Wealth Advisors and is separate and apart from Mr. Adams's activities as an investment advisor representative of Dynamic Wealth Advisors.Learn more: https://www.urbanadams.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-financial-professional-urban-adams
Planning for retirement and wondering how much income $250,000 can provide in retirement? This retirement video explores various strategies for generating retirement income, going beyond just the 4% rule. We'll discuss different retirement investment approaches, retirement income streams, and factors that can impact your retirement income. **Free Retirement Download: The Checklist to Retirement:**
Leigh Chandler was appointed as the Executive Director at the Lone Tree Arts Center (LTAC) in 2022, after serving as Artistic Director and Marketing Director. As Executive Director, Leigh oversees LTAC's operations and guides the organization's artistic vision, including Main Stage, Community Impact, and other specialized programming. Previously, Ms. Chandler served for eight years in a marketing director role at the Flynn Center for the Performing Arts in Burlington, Vermont. She grew up outside of New York City and graduated from Cornell University with a Bachelor of Science in Industrial and Labor Relations.https://www.lonetreeartscenter.org/https://www.facebook.com/Lonetreeartscenterhttps://www.instagram.com/ltartscenter*************************************************************Judy is the CEO & Founder of the Judy Carlson Financial Group. She helps her clients design, build, and implement fully integrated and coordinated financial plans from today through life expectancy and legacy.She is an Independent Fiduciary and Comprehensive Financial Planner who specializes in Wealth Decumulation Strategies. Judy is a CPA, Investment Advisor Representative, Life and Health Insurance Licensed, and Long-Term Care Certified.Judy's mission is to educate and empower her clients with an all-inclusive financial plan that encourages and motivates them to pursue their lifetime financial goals and dreams.Learn More: https://judycarlson.com/Investment Adviser Representative of and advisory services offered through Royal Fund Management, LLC, an 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-leigh-chandler-executive-director-lone-tree-arts-center
Erin Botsford, CFP® is known as The Advisor Authority™ Erin spent 31 years in the financial services business and achieved the highest levels as Barron's Top 100 in all categories – Independent, Advisor, and Women Advisor. She sold her business in 2017 in a very successful exit.Erin had a desire to give back to the industry to help advisors avoid the missteps she experienced. Today Erin is the creator of the Elite Advisor Success System™ – a system that teaches advisors how to quickly grow their businesses exponentially and build firms that have all the elements needed for a future succession or exit. Her program delivers the 5 keys to business success in easy-to-understand modules, enabling advisors to gain decades' worth of insights in less than six months.During an African safari in 2009, Erin visited an orphanage where 40 babies lay silently in 20 cribs—none of them crying. It changed her life. Not only does Erin give back to her industry, she also donates a large portion of the profits from her training company to several organizations in Africa including the Ebenezer Foundation, Zoe Empowers, and Overland Missions.With 31 years of field experience and an authentic personal story, she can relate to advisors at all levels. An international speaker, Erin shares her 30 years of wisdom at industry conferences worldwide. https://erinbotsford.com/https://www.linkedin.com/in/erinbotsford/https://ebenezerfoundation.orghttps://zoeempowers.org*************************************************************Judy is the CEO & Founder of the Judy Carlson Financial Group. She helps her clients design, build, and implement fully integrated and coordinated financial plans from today through life expectancy and legacy.She is an Independent Fiduciary and Comprehensive Financial Planner who specializes in Wealth Decumulation Strategies. Judy is a CPA, Investment Advisor Representative, Life and Health Insurance Licensed, and Long-Term Care Certified.Judy's mission is to educate and empower her clients with an all-inclusive financial plan that encourages and motivates them to pursue their lifetime financial goals and dreams.Learn More: https://judycarlson.com/Investment Adviser Representative of and advisory services offered through Royal Fund Management, LLC, an 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-erin-botsford-cfp-founder-the-advisor-authority-barrons-top-100-advisor
How Much Do You Need To Retire at 55?!? How Much Do You Need To Retire at 55?!?
Retire at 60 with $400,000? Where to take income from first? Dreaming of retiring at 60 with $400,000? This retirement video explores the key retirement strategies for generating retirement income in retirement. **Free Retirement Download: The Checklist to Retirement:**
Hello, my name is Tevia Reading, and I am the fourth oldest of 6 siblings. Fun fact, all our names begin with ‘T” – Tony, Tania, Tatum, Tabitha, Talia, Tevia, TJ and Tag.When I was eleven, I faced the unexpected loss of my father. This tragedy shook my world forcing me to adapt quickly to new realities. Losing a parent at a young age left a void that could never be filled, yet it forced me to develop emotional strength and a sense of responsibility. My inspirations come from my dad. As far back as I can remember, my dad put the needs of others before his own and served with love and genuine concern. I confidently and proudly can say I inherited his heart for service and deeply desire to continue his legacy.Throughout high school, I have dedicated myself to supporting and inspiring others. As a student leadership representative and now Student Body President, I work to create a sense of belonging and advocate for those who feel unheard. I volunteer as a teacher's aide, mentor classmates, and organize student activities. I participate in community service and church outreach opportunities. I am enrolled in a Cosmetology program and will graduate as a licensed cosmetologist. I also play field hockey and tennis.My most transformative experience came during a mission trip to Africa. Mozambique was an awakening for me. I spent my days interacting with 78 orphaned children, watching their eyes light up at what most would take for granted. Their hunger for knowledge ignited a fire in me to do more. My time in Africa deepened my understanding of what it means to be a servant leader and instilled in me the importance of education as a tool for empowerment. It became clear I want to dedicate my life to teaching and serving disadvantaged communities at home and abroad.As a future educator, I am excited to devote my life to making a difference through teaching and empowering others to dream beyond their circumstances while honoring my father's legacy of service and compassion. Thank you.*************************************************************Judy is the CEO & Founder of the Judy Carlson Financial Group. She helps her clients design, build, and implement fully integrated and coordinated financial plans from today through life expectancy and legacy.She is an Independent Fiduciary and Comprehensive Financial Planner who specializes in Wealth Decumulation Strategies. Judy is a CPA, Investment Advisor Representative, Life and Health Insurance Licensed, and Long-Term Care Certified.Judy's mission is to educate and empower her clients with an all-inclusive financial plan that encourages and motivates them to pursue their lifetime financial goals and dreams.Learn More: https://judycarlson.com/Investment Adviser Representative of and advisory services offered through Royal Fund Management, LLC, an 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-tevia-reading-senior-in-high-school
Retire at 55, 60, or 65 with $800,000? **Schedule your virtual consultation, click here: https://pearlwealthgroup.com/contact/ or use our calendar link: https://calendly.com/pearlwealthgroup/discoverycall ** Is $800,000 enough to retire early? In this retirement video, we explore different retirement scenarios and see if you can retire at 55, 60, or 65 with $800,000 in retirement savings. ❌ **Please make sure you talk with your CPA, Financial Advisor, Retirement Planner, or Investment Advisor Representative, before implementing any content from this channel. All videos are for informational and educational purposes only. None of the content, comments, responses, information, or any other item on this channel constitutes financial advice or recommendations. Please call Pearl Wealth Group at 813-807-5060 to go through your Retirement Income, Retirement Investments, or Retirement Plan in more detail.** ❌
A writer of faith by day and mystery by night, Patricia Raybon is a Christy Award-winning author and essayist who writes the Annalee Spain Mystery Series and authors devotional writing for Our Daily Bread. A newspaper journalist right out of the gate, Patricia turned to mystery fiction during the pandemic and hasn't looked back. Her debut novel, “All That Is Secret,” won a Christy Award for First Novel and was picked by NBA All-Star Steph Curry as a Literati Book Club selection. The series' second installment, “Double the Lies,” won the Christianity Today Book Award for Fiction. The third in the series, “Truth Be Told,” was a New York Times Book Review pick among “4 Great Fictional Detectives.”Patricia cut her writing teeth in high-pressure newsrooms and won multiple awards for feature writing during her years at The Denver Post, where she was editor of the Sunday Contemporary Magazine, and later at the Scripps Howard Rocky Mountain News. Mid-career she taught print journalism for 15 years to bright graduate and undergraduate students at the University of Colorado at Boulder.Her personal essays have been published in the New York Times Magazine, Newsweek, USA Today, USA Weekend, Guideposts, In Touch Magazine, Christianity Today, the Washington Post, and for National Public Radio's Weekend Edition.A lifelong Colorado resident, Patricia lives near Denver with her husband Dan, a retired educator. With two grown daughters and five grandchildren, they enjoy movies, popcorn, college hoops, and Masterpiece Theatre historical mysteries on PBS. They also love spoiling their grand-dog Max and grand-kitty Mittens.https://www.patriciaraybon.com/ https://www.facebook.com/patricia.raybonhttps://www.linkedin.com/in/patriciaraybon/https://x.com/patriciaraybon*********************************************************Judy is the CEO & Founder of the Judy Carlson Financial Group. She helps her clients design, build, and implement fully integrated and coordinated financial plans from today through life expectancy and legacy.She is an Independent Fiduciary and Comprehensive Financial Planner who specializes in Wealth Decumulation Strategies. Judy is a CPA, Investment Advisor Representative, Life and Health Insurance Licensed, and Long-Term Care Certified.Judy's mission is to educate and empower her clients with an all-inclusive financial plan that encourages and motivates them to pursue their lifetime financial goals and dreams.Learn More: https://judycarlson.com/Investment Adviser Representative of and advisory services offered through Royal Fund Management, LLC, an 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-patricia-raybon-christy-award-winning-author-of-books-devotionals-and-novels
Retire at 55 in 2025!! Dreaming of retiring at 55 in 2025? It's closer than you think! This retirement video dives into the retirement strategies and steps you need to take now to make early retirement a reality. **Free Retirement Download: The Checklist to Retirement:**
In Episode 32 of the Retirement Insights podcast, Eric Johnston, CFP, and Robert Jeter, CFP, of InFocus Financial Advisors, discuss strategies for navigating market highs. Our advisors discuss prudent risk management methods and how markets tend to perform after reaching new milestones. This podcast features Eric Johnston CFP President/Financial Advisor of InFocus Financial Advisors, Inc who has been an advisor for 25 years since 1993 and Robert Jeter, CFP who has been a Financial Advisor since 2012 and has been with InFocus Financial Advisors, Inc. since 2016. 31454 Winterplace Parkway, Salisbury, MD 21804 410-677-4848. Investment Advisor Representative offering securities and advisory services offered through Cetera Advisors LLC, member FINRA/SIPC, a broker dealer and a Registered Investment Adviser. Cetera is under separate ownership from any other named entity.
I'm getting a divorce, can I stay retired? Divorce can throw your retirement plans off track, but it doesn't have to define your retirement future. This retirement video will empower you to take control of your retirement journey and create a retirement that you love, even after divorce. We'll cover topics such as: Setting realistic retirement goals and expectations Finding financial resources and support to help you achieve your retirement goals Embracing new opportunities and passions in your retirement years **Free Retirement Download: The Checklist to Retirement:**
Lasinda and her husband Jimmy have three children – Connor, Niko and Brittany – and have resided in Highlands Ranch for the past 20 years. She built her family and her career around the restaurant industry. Lasinda served and managed at the Outback Steakhouse in Highlands Ranch. A true barista at heart, she was General Manager at the Park Meadows Nordstrom Ebar Artisan Coffee and Cherry Creek Peaberry Coffee. 12 years ago, Lasinda's dream came true when she opened Cranelli's Italian Restaurant on Park Meadows Dr. in Lone Tree, CO. Her combination of family values, customer service, and love for people are what has kept Cranelli's thriving for years.https://cranellis.com/https://www.instagram.com/cranellisitalianrestauranthttps://www.tiktok.com/@cranellis*************************************************************Judy is the CEO & Founder of the Judy Carlson Financial Group. She helps her clients design, build, and implement fully integrated and coordinated financial plans from today through life expectancy and legacy.She is an Independent Fiduciary and Comprehensive Financial Planner who specializes in Wealth Decumulation Strategies. Judy is a CPA, Investment Advisor Representative, Life and Health Insurance Licensed, and Long-Term Care Certified.Judy's mission is to educate and empower her clients with an all-inclusive financial plan that encourages and motivates them to pursue their lifetime financial goals and dreams.Learn More: https://judycarlson.com/Investment Adviser Representative of and advisory services offered through Royal Fund Management, LLC, an 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-lasinda-lingafelter-crane-owner-of-cranellis-italian-restaurant-in-lone-tree-co
Christine Nagelhout is a Chicago native who has lived in Colorado for over half of her life, a place she now calls home. She attended University of Northern Colorado for her BA in Kinesiology, minor in Biology and also obtained her certification as a Certified Athletic Trainer. She attended Northern Illinois University for her MS Ed, with emphasis in Sport Management. Her job experience is diverse, including orthopedics, osteopathy, and most recently over 27+ years in outpatient physical therapy as part of the clinical staff. She acquired her Certified Senior Advisor (CSA) designation in 2020 and is the Owner of Transitions Senior Care, LLC.Christine specializes in Senior Placement, advocating for her clients and families as they navigate finding appropriate next level care communities including Independent Living, Assisted Living and Memory Care. She is a female owned business and covers the Denver Metro area for Senior Placement. Christine offers this no-cost service to her clients as well as many vetted resources to support her clients throughout their journey.Christine's personal philosophy is that every person deserves to be treated with dignity and respect, treated the way I want my own family treated.www.TransitionsSeniorCare.comhttps://www.linkedin.com/in/christine-nagelhout-905549124/*********************************************************Judy is the CEO & Founder of the Judy Carlson Financial Group. She helps her clients design, build, and implement fully integrated and coordinated financial plans from today through life expectancy and legacy.She is an Independent Fiduciary and Comprehensive Financial Planner who specializes in Wealth Decumulation Strategies. Judy is a CPA, Investment Advisor Representative, Life and Health Insurance Licensed, and Long-Term Care Certified.Judy's mission is to educate and empower her clients with an all-inclusive financial plan that encourages and motivates them to pursue their lifetime financial goals and dreams.Learn More: https://judycarlson.com/Investment Adviser Representative of and advisory services offered through Royal Fund Management, LLC, an 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-christine-nagelhout-senior-placement-specialist-and-owner-of-transitions-senior-care
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