Podcast appearances and mentions of Mike Saunders

A top-producing annuity-focused agent, global annuity trainer, and recognized as one of the most influential voices in the annuity space. He has sold millions in annuities virtually and in person.He continues to test new ideas, develop new tools, and stay on the front lines as a daily producer so the training advisors get is always current, practical, and built from real experience.What Tracy Brings to the Table✦ Actively producing an expert. Not just theory.✦ Creator of AG Simulator and AG Academy✦ Expert contributor to Aspire Mag., U.S. News, Insurance News Net, Forbes, and more✦ Knowledge-Based Sales Practice✦ Virtual and in-person sales experience across all markets✦ Known for an educational, client-first approachGod first.Father of 3 boys.Husband to wife Elizabeth. Been together 13 years.Learn more: http://www.theannuitygiants.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-tracy-lownsberry-founder-of-the-annuity-giants

A top-producing annuity-focused agent, global annuity trainer, and recognized as one of the most influential voices in the annuity space. He has sold millions in annuities virtually and in person.He continues to test new ideas, develop new tools, and stay on the front lines as a daily producer so the training advisors get is always current, practical, and built from real experience.What Tracy Brings to the Table✦ Actively producing an expert. Not just theory.✦ Creator of AG Simulator and AG Academy✦ Expert contributor to Aspire Mag., U.S. News, Insurance News Net, Forbes, and more✦ Knowledge-Based Sales Practice✦ Virtual and in-person sales experience across all markets✦ Known for an educational, client-first approachGod first.Father of 3 boys.Husband to wife Elizabeth. Been together 13 years.Learn more: http://www.theannuitygiants.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-tracy-lownsberry-founder-of-the-annuity-giants

Leslie Kaz is the President & COO of Syndicated Insurance Agency, LLC — a national Medicare-focused FMO he co-founded in 2004 that now operates across 22 states with a network of over 120 agents and brokers. With over 30 years in the insurance industry and a unique background as a trained chef and café owner, Leslie brings a rare combination of operational depth, business acumen, and genuine passion for people. Under his leadership, Syndicated has grown by over 200% year over year. His mission is straightforward: empower agents to build real businesses and help seniors navigate Medicare with confidence.Learn more: http://www.877VIPQuote.comNot affiliated with the U.S. Government or Federal Medicare Program. We do not offer every plan available in your area. Currently we represent 29 organizations which offer 2694 products in your area. Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program (SHIP) to get information on all of your optionsInfluential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-leslie-kaz-president-founder-of-syndicated-insurance-agency-discussing-choosing-the-right-medicare-advisor

Leslie Kaz is the President & COO of Syndicated Insurance Agency, LLC — a national Medicare-focused FMO he co-founded in 2004 that now operates across 22 states with a network of over 120 agents and brokers. With over 30 years in the insurance industry and a unique background as a trained chef and café owner, Leslie brings a rare combination of operational depth, business acumen, and genuine passion for people. Under his leadership, Syndicated has grown by over 200% year over year. His mission is straightforward: empower agents to build real businesses and help seniors navigate Medicare with confidence.Learn more: http://www.877VIPQuote.comNot affiliated with the U.S. Government or Federal Medicare Program. We do not offer every plan available in your area. Currently we represent 29 organizations which offer 2694 products in your area. Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program (SHIP) to get information on all of your optionsInfluential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-leslie-kaz-president-founder-of-syndicated-insurance-agency-discussing-overcoming-medicare-enrollment-anxiety

Leslie Kaz is the President & COO of Syndicated Insurance Agency, LLC — a national Medicare-focused FMO he co-founded in 2004 that now operates across 22 states with a network of over 120 agents and brokers. With over 30 years in the insurance industry and a unique background as a trained chef and café owner, Leslie brings a rare combination of operational depth, business acumen, and genuine passion for people. Under his leadership, Syndicated has grown by over 200% year over year. His mission is straightforward: empower agents to build real businesses and help seniors navigate Medicare with confidence.Learn more: http://www.877VIPQuote.comNot affiliated with the U.S. Government or Federal Medicare Program. We do not offer every plan available in your area. Currently we represent 29 organizations which offer 2694 products in your area. Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program (SHIP) to get information on all of your optionsInfluential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-leslie-kaz-president-founder-of-syndicated-insurance-agency-discussing-choosing-the-right-medicare-advisor

Leslie Kaz is the President & COO of Syndicated Insurance Agency, LLC — a national Medicare-focused FMO he co-founded in 2004 that now operates across 22 states with a network of over 120 agents and brokers. With over 30 years in the insurance industry and a unique background as a trained chef and café owner, Leslie brings a rare combination of operational depth, business acumen, and genuine passion for people. Under his leadership, Syndicated has grown by over 200% year over year. His mission is straightforward: empower agents to build real businesses and help seniors navigate Medicare with confidence.Learn more: http://www.877VIPQuote.comNot affiliated with the U.S. Government or Federal Medicare Program. We do not offer every plan available in your area. Currently we represent 29 organizations which offer 2694 products in your area. Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program (SHIP) to get information on all of your optionsInfluential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-leslie-kaz-president-founder-of-syndicated-insurance-agency-discussing-overcoming-medicare-enrollment-anxiety

Leslie Kaz is the President & COO of Syndicated Insurance Agency, LLC — a national Medicare-focused FMO he co-founded in 2004 that now operates across 22 states with a network of over 120 agents and brokers. With over 30 years in the insurance industry and a unique background as a trained chef and café owner, Leslie brings a rare combination of operational depth, business acumen, and genuine passion for people. Under his leadership, Syndicated has grown by over 200% year over year. His mission is straightforward: empower agents to build real businesses and help seniors navigate Medicare with confidence.Learn more: http://www.877VIPQuote.comNot affiliated with the U.S. Government or Federal Medicare Program. We do not offer every plan available in your area. Currently we represent 29 organizations which offer 2694 products in your area. Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program (SHIP) to get information on all of your optionshttps://businessinnovatorsradio.com/interview-with-leslie-kaz-president-founder-of-syndicated-insurance-agency-discussing-the-medicare-maze

Leslie Kaz is the President & COO of Syndicated Insurance Agency, LLC — a national Medicare-focused FMO he co-founded in 2004 that now operates across 22 states with a network of over 120 agents and brokers. With over 30 years in the insurance industry and a unique background as a trained chef and café owner, Leslie brings a rare combination of operational depth, business acumen, and genuine passion for people. Under his leadership, Syndicated has grown by over 200% year over year. His mission is straightforward: empower agents to build real businesses and help seniors navigate Medicare with confidence.Learn more: http://www.877VIPQuote.comNot affiliated with the U.S. Government or Federal Medicare Program. We do not offer every plan available in your area. Currently we represent 29 organizations which offer 2694 products in your area. Please contact Medicare.gov, 1-800-MEDICARE, or your local State Health Insurance Program (SHIP) to get information on all of your optionshttps://businessinnovatorsradio.com/interview-with-leslie-kaz-president-founder-of-syndicated-insurance-agency-discussing-the-medicare-maze

 Michael has been in the financial and insurance business for over 20 years. He works with clients in the areas of Tax-Free Wealth Creation, retirement planning, lifetime income solution, legacy planning and business and Estate Planning. He is an advocate for the safety and protection of his client's hard-earned retirement money.Michael is committed to delivering outstanding professional service to his clients and acting with honesty and integrity. He takes great pride in building long-term relationships with his clients to achieve their financial goals during working years and during enjoyment years.Michael's mission is to help clients avoid losing money in the market, and instead build wealth safely, securely, and most importantly, provide lifetime income streams that will be there throughout your enjoyment years and then finally transitioning assets onto next generations more tax efficiently and possibly Tax-Free.Michael is a former educator, so naturally, his approach in working with clients is through guidance and education. He enjoys spending time with family, traveling, hiking, biking, and reading.Learn more: https://safemoney123.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-michael-clanin-certified-financial-fiduciary-with-safe-money-solutions-discussing-guaranteed-income-annuity-strategies

Michael has been in the financial and insurance business for over 20 years. He works with clients in the areas of Tax-Free Wealth Creation, retirement planning, lifetime income solution, legacy planning and business and Estate Planning. He is an advocate for the safety and protection of his client's hard-earned retirement money.Michael is committed to delivering outstanding professional service to his clients and acting with honesty and integrity. He takes great pride in building long-term relationships with his clients to achieve their financial goals during working years and during enjoyment years.Michael's mission is to help clients avoid losing money in the market, and instead build wealth safely, securely, and most importantly, provide lifetime income streams that will be there throughout your enjoyment years and then finally transitioning assets onto next generations more tax efficiently and possibly Tax-Free.Michael is a former educator, so naturally, his approach in working with clients is through guidance and education. He enjoys spending time with family, traveling, hiking, biking, and reading.Learn more: https://safemoney123.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-michael-clanin-certified-financial-fiduciary-with-safe-money-solutions-discussing-guaranteed-income-annuity-strategies

Michael has been in the financial and insurance business for over 20 years. He works with clients in the areas of Tax-Free Wealth Creation, retirement planning, lifetime income solution, legacy planning and business and Estate Planning. He is an advocate for the safety and protection of his client's hard-earned retirement money.Michael is committed to delivering outstanding professional service to his clients and acting with honesty and integrity. He takes great pride in building long-term relationships with his clients to achieve their financial goals during working years and during enjoyment years.Michael's mission is to help clients avoid losing money in the market, and instead build wealth safely, securely, and most importantly, provide lifetime income streams that will be there throughout your enjoyment years and then finally transitioning assets onto next generations more tax efficiently and possibly Tax-Free.Michael is a former educator, so naturally, his approach in working with clients is through guidance and education. He enjoys spending time with family, traveling, hiking, biking, and reading.Learn more: https://safemoney123.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-michael-clanin-certified-financial-fiduciary-with-safe-money-solutions-discussing-roth-conversion-strategies

Michael has been in the financial and insurance business for over 20 years. He works with clients in the areas of Tax-Free Wealth Creation, retirement planning, lifetime income solution, legacy planning and business and Estate Planning. He is an advocate for the safety and protection of his client's hard-earned retirement money.Michael is committed to delivering outstanding professional service to his clients and acting with honesty and integrity. He takes great pride in building long-term relationships with his clients to achieve their financial goals during working years and during enjoyment years.Michael's mission is to help clients avoid losing money in the market, and instead build wealth safely, securely, and most importantly, provide lifetime income streams that will be there throughout your enjoyment years and then finally transitioning assets onto next generations more tax efficiently and possibly Tax-Free.Michael is a former educator, so naturally, his approach in working with clients is through guidance and education. He enjoys spending time with family, traveling, hiking, biking, and reading.Learn more: https://safemoney123.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-michael-clanin-certified-financial-fiduciary-with-safe-money-solutions-discussing-business-estate-planning-structures

As Founder of My Wealth 4 Life, Karen leads a firm dedicated to delivering comprehensive, high-level financial and estate planning designed to protect, preserve, and enhance our clients' hard-earned wealth. Their approach is both strategic and practical—focused on identifying overlooked risks, uncovering hidden opportunities, and building durable financial structures that stand the test of time.They work closely with medical professionals and entrepreneurs who operate in complex financial environments. Many are highly successful, yet still exposed to inefficiencies within their tax strategies, cash flow systems, and overall financial architecture. Their role is to bring clarity and precision—helping them eliminate waste, improve liquidity, and align their resources with long-term wealth and legacy objectives.Karen's perspective is shaped by a diverse international background in economics, business, and finance. She began my career in economic consulting with the United Nations Industrial Development Organization in Vienna, Austria, followed by a role as a marketing executive at 3M Germany. She later transitioned into financial services with Prudential in Düsseldorf, Germany, where she developed a foundation in advanced financial planning.After returning to the United States, Karen earned her Certified Financial Planner™ designation and established My Wealth 4 Life to provide a more integrated and sophisticated level of advisory services. She has since pursued advanced certifications in profit acceleration, exit and succession planning, cash flow optimization, income structuring, and capital creation, along with extensive training in estate planning and retirement income strategies.This multidisciplinary expertise allows her to approach each client's situation with a wide lens—connecting the often siloed areas of tax, business, investment, and legacy planning into one cohesive strategy. The result is not just a financial plan, but a structured path toward sustained wealth, greater control, and long-term financial confidence.Learn more: https://mywealth4life.comSecurities offered through Simplicity Group Investments, Member FINRA/SPIC, 475 Springfield Ave., Summit, N.J. 07901. Advisory Services offered through the Leaders Group Advisory, a Registered Investment Advisor. Orion Financial Associates, LLC is not affiliated with Simplicity Group Investments. CA Lic. No 0B77498.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-karen-powell-founder-of-my-wealth-4-life-discussing-overcoming-financial-fears-building-confidence

As Founder of My Wealth 4 Life, Karen leads a firm dedicated to delivering comprehensive, high-level financial and estate planning designed to protect, preserve, and enhance our clients' hard-earned wealth. Their approach is both strategic and practical—focused on identifying overlooked risks, uncovering hidden opportunities, and building durable financial structures that stand the test of time.They work closely with medical professionals and entrepreneurs who operate in complex financial environments. Many are highly successful, yet still exposed to inefficiencies within their tax strategies, cash flow systems, and overall financial architecture. Their role is to bring clarity and precision—helping them eliminate waste, improve liquidity, and align their resources with long-term wealth and legacy objectives.Karen's perspective is shaped by a diverse international background in economics, business, and finance. She began my career in economic consulting with the United Nations Industrial Development Organization in Vienna, Austria, followed by a role as a marketing executive at 3M Germany. She later transitioned into financial services with Prudential in Düsseldorf, Germany, where she developed a foundation in advanced financial planning.After returning to the United States, Karen earned her Certified Financial Planner™ designation and established My Wealth 4 Life to provide a more integrated and sophisticated level of advisory services. She has since pursued advanced certifications in profit acceleration, exit and succession planning, cash flow optimization, income structuring, and capital creation, along with extensive training in estate planning and retirement income strategies.This multidisciplinary expertise allows her to approach each client's situation with a wide lens—connecting the often siloed areas of tax, business, investment, and legacy planning into one cohesive strategy. The result is not just a financial plan, but a structured path toward sustained wealth, greater control, and long-term financial confidence.Learn more: https://mywealth4life.comSecurities offered through Simplicity Group Investments, Member FINRA/SPIC, 475 Springfield Ave., Summit, N.J. 07901. Advisory Services offered through the Leaders Group Advisory, a Registered Investment Advisor. Orion Financial Associates, LLC is not affiliated with Simplicity Group Investments. CA Lic. No 0B77498.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-karen-powell-founder-of-my-wealth-4-life-discussing-tax-efficient-strategies-for-lasting-wealth

As Founder of My Wealth 4 Life, Karen leads a firm dedicated to delivering comprehensive, high-level financial and estate planning designed to protect, preserve, and enhance our clients' hard-earned wealth. Their approach is both strategic and practical—focused on identifying overlooked risks, uncovering hidden opportunities, and building durable financial structures that stand the test of time.They work closely with medical professionals and entrepreneurs who operate in complex financial environments. Many are highly successful, yet still exposed to inefficiencies within their tax strategies, cash flow systems, and overall financial architecture. Their role is to bring clarity and precision—helping them eliminate waste, improve liquidity, and align their resources with long-term wealth and legacy objectives.Karen's perspective is shaped by a diverse international background in economics, business, and finance. She began my career in economic consulting with the United Nations Industrial Development Organization in Vienna, Austria, followed by a role as a marketing executive at 3M Germany. She later transitioned into financial services with Prudential in Düsseldorf, Germany, where she developed a foundation in advanced financial planning.After returning to the United States, Karen earned her Certified Financial Planner™ designation and established My Wealth 4 Life to provide a more integrated and sophisticated level of advisory services. She has since pursued advanced certifications in profit acceleration, exit and succession planning, cash flow optimization, income structuring, and capital creation, along with extensive training in estate planning and retirement income strategies.This multidisciplinary expertise allows her to approach each client's situation with a wide lens—connecting the often siloed areas of tax, business, investment, and legacy planning into one cohesive strategy. The result is not just a financial plan, but a structured path toward sustained wealth, greater control, and long-term financial confidence.Learn more: https://mywealth4life.comSecurities offered through Simplicity Group Investments, Member FINRA/SPIC, 475 Springfield Ave., Summit, N.J. 07901. Advisory Services offered through the Leaders Group Advisory, a Registered Investment Advisor. Orion Financial Associates, LLC is not affiliated with Simplicity Group Investments. CA Lic. No 0B77498.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-karen-powell-founder-of-my-wealth-4-life-discussing-overcoming-financial-fears-building-confidence

Michael has been in the financial and insurance business for over 20 years. He works with clients in the areas of Tax-Free Wealth Creation, retirement planning, lifetime income solution, legacy planning and business and Estate Planning. He is an advocate for the safety and protection of his client's hard-earned retirement money.Michael is committed to delivering outstanding professional service to his clients and acting with honesty and integrity. He takes great pride in building long-term relationships with his clients to achieve their financial goals during working years and during enjoyment years.Michael's mission is to help clients avoid losing money in the market, and instead build wealth safely, securely, and most importantly, provide lifetime income streams that will be there throughout your enjoyment years and then finally transitioning assets onto next generations more tax efficiently and possibly Tax-Free.Michael is a former educator, so naturally, his approach in working with clients is through guidance and education. He enjoys spending time with family, traveling, hiking, biking, and reading.Learn more: https://safemoney123.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-michael-clanin-certified-financial-fiduciary-with-safe-money-solutions-discussing-roth-conversion-strategies

Michael has been in the financial and insurance business for over 20 years. He works with clients in the areas of Tax-Free Wealth Creation, retirement planning, lifetime income solution, legacy planning and business and Estate Planning. He is an advocate for the safety and protection of his client's hard-earned retirement money.Michael is committed to delivering outstanding professional service to his clients and acting with honesty and integrity. He takes great pride in building long-term relationships with his clients to achieve their financial goals during working years and during enjoyment years.Michael's mission is to help clients avoid losing money in the market, and instead build wealth safely, securely, and most importantly, provide lifetime income streams that will be there throughout your enjoyment years and then finally transitioning assets onto next generations more tax efficiently and possibly Tax-Free.Michael is a former educator, so naturally, his approach in working with clients is through guidance and education. He enjoys spending time with family, traveling, hiking, biking, and reading.Learn more: https://safemoney123.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-michael-clanin-certified-financial-fiduciary-with-safe-money-solutions-discussing-business-estate-planning-structures

As Founder of My Wealth 4 Life, Karen leads a firm dedicated to delivering comprehensive, high-level financial and estate planning designed to protect, preserve, and enhance our clients' hard-earned wealth. Their approach is both strategic and practical—focused on identifying overlooked risks, uncovering hidden opportunities, and building durable financial structures that stand the test of time.They work closely with medical professionals and entrepreneurs who operate in complex financial environments. Many are highly successful, yet still exposed to inefficiencies within their tax strategies, cash flow systems, and overall financial architecture. Their role is to bring clarity and precision—helping them eliminate waste, improve liquidity, and align their resources with long-term wealth and legacy objectives.Karen's perspective is shaped by a diverse international background in economics, business, and finance. She began my career in economic consulting with the United Nations Industrial Development Organization in Vienna, Austria, followed by a role as a marketing executive at 3M Germany. She later transitioned into financial services with Prudential in Düsseldorf, Germany, where she developed a foundation in advanced financial planning.After returning to the United States, Karen earned her Certified Financial Planner™ designation and established My Wealth 4 Life to provide a more integrated and sophisticated level of advisory services. She has since pursued advanced certifications in profit acceleration, exit and succession planning, cash flow optimization, income structuring, and capital creation, along with extensive training in estate planning and retirement income strategies.This multidisciplinary expertise allows her to approach each client's situation with a wide lens—connecting the often siloed areas of tax, business, investment, and legacy planning into one cohesive strategy. The result is not just a financial plan, but a structured path toward sustained wealth, greater control, and long-term financial confidence.Learn more: https://mywealth4life.comSecurities offered through Simplicity Group Investments, Member FINRA/SPIC, 475 Springfield Ave., Summit, N.J. 07901. Advisory Services offered through the Leaders Group Advisory, a Registered Investment Advisor. Orion Financial Associates, LLC is not affiliated with Simplicity Group Investments. CA Lic. No 0B77498.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-karen-powell-founder-of-my-wealth-4-life-discussing-tax-efficient-strategies-for-lasting-wealth

Scott is the founder of Edelman Wealth Management Group and manages all aspects of financial planning and employee benefits, providing products and services for investing, retiring, insurance, and estate conservation for individuals, families, and businesses. He has a strong commitment to giving uncomplicated advice and unparalleled service and puts an emphasis on creating lasting relationships with his clients and within his community.A natural teacher and mentor, Scott is a member of Strategic Coach, an entrepreneur business coaching program. He is a thought leader in the financial field and a regular speaker at conferences. Scott is also active with local charities and is on several boards. Scott lives in Bucks County, PA with his wife and children.Learn more: http://www.edelmanwealthmanagement.com/1 Disclaimer: Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, product or services referenced here are independent of Osaic Wealth.2 The Hall of Fame was an elite group of financial representatives of former broker-dealer Signator Investors, Inc. and the John Hancock family of companies. To be included in the HOF, inductees need to qualify for the ACE award 15 times. The Achieving Client Excellence Award (ACE) was granted by former broker-dealer Signator Investors, Inc. and the John Hancock family of companies. The ACE award was granted to the top 250 advisors each year based on total weighted premium from the sale of both proprietary and non-proprietary protection and wealth products. No other factors are considered. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.3 The Practice of the Year Award was granted by former broker-dealer Signator Investors, Inc. and sponsored by Fidelity Clearing & Custody Solutions in recognition of an advisor's excellence in practice management. Candidates were evaluated by Business Health, an independent international management consulting firm specializing in the financial services industry, for client service, internal planning and structure, external relations, staffing and technology capabilities and overall practice performance. Sales production was not a criteria for winner selection. The competition was open to all advisors and of the applicants, 5 were selected to be interviewed and one winner was selected from that group by an independent panel. Advisors did not pay a fee to apply, to accept or to purchase materials related to advertising the award. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.4 Qualifying membership in the MDRT is based on minimum sales production requirements and gross business generated within a year. Each MDRT status designation is granted for one year only. All members must apply every year to continue their affiliation with the Million Dollar Round Table.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-scott-edelman-founder-of-edelman-wealth-management-group-discussing-his-30-year-anniversary-in-business

As Founder of My Wealth 4 Life, Karen leads a firm dedicated to delivering comprehensive, high-level financial and estate planning designed to protect, preserve, and enhance our clients' hard-earned wealth. Their approach is both strategic and practical—focused on identifying overlooked risks, uncovering hidden opportunities, and building durable financial structures that stand the test of time.They work closely with medical professionals and entrepreneurs who operate in complex financial environments. Many are highly successful, yet still exposed to inefficiencies within their tax strategies, cash flow systems, and overall financial architecture. Their role is to bring clarity and precision—helping them eliminate waste, improve liquidity, and align their resources with long-term wealth and legacy objectives.Karen's perspective is shaped by a diverse international background in economics, business, and finance. She began my career in economic consulting with the United Nations Industrial Development Organization in Vienna, Austria, followed by a role as a marketing executive at 3M Germany. She later transitioned into financial services with Prudential in Düsseldorf, Germany, where she developed a foundation in advanced financial planning.After returning to the United States, Karen earned her Certified Financial Planner™ designation and established My Wealth 4 Life to provide a more integrated and sophisticated level of advisory services. She has since pursued advanced certifications in profit acceleration, exit and succession planning, cash flow optimization, income structuring, and capital creation, along with extensive training in estate planning and retirement income strategies.This multidisciplinary expertise allows her to approach each client's situation with a wide lens—connecting the often siloed areas of tax, business, investment, and legacy planning into one cohesive strategy. The result is not just a financial plan, but a structured path toward sustained wealth, greater control, and long-term financial confidence.Learn more: https://mywealth4life.comSecurities offered through Simplicity Group Investments, Member FINRA/SPIC, 475 Springfield Ave., Summit, N.J. 07901. Advisory Services offered through the Leaders Group Advisory, a Registered Investment Advisor. Orion Financial Associates, LLC is not affiliated with Simplicity Group Investments. CA Lic. No 0B77498.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-karen-powell-founder-of-my-wealth-4-life-discussing-securing-retirement-lifestyle

As Founder of My Wealth 4 Life, Karen leads a firm dedicated to delivering comprehensive, high-level financial and estate planning designed to protect, preserve, and enhance our clients' hard-earned wealth. Their approach is both strategic and practical—focused on identifying overlooked risks, uncovering hidden opportunities, and building durable financial structures that stand the test of time.They work closely with medical professionals and entrepreneurs who operate in complex financial environments. Many are highly successful, yet still exposed to inefficiencies within their tax strategies, cash flow systems, and overall financial architecture. Their role is to bring clarity and precision—helping them eliminate waste, improve liquidity, and align their resources with long-term wealth and legacy objectives.Karen's perspective is shaped by a diverse international background in economics, business, and finance. She began my career in economic consulting with the United Nations Industrial Development Organization in Vienna, Austria, followed by a role as a marketing executive at 3M Germany. She later transitioned into financial services with Prudential in Düsseldorf, Germany, where she developed a foundation in advanced financial planning.After returning to the United States, Karen earned her Certified Financial Planner™ designation and established My Wealth 4 Life to provide a more integrated and sophisticated level of advisory services. She has since pursued advanced certifications in profit acceleration, exit and succession planning, cash flow optimization, income structuring, and capital creation, along with extensive training in estate planning and retirement income strategies.This multidisciplinary expertise allows her to approach each client's situation with a wide lens—connecting the often siloed areas of tax, business, investment, and legacy planning into one cohesive strategy. The result is not just a financial plan, but a structured path toward sustained wealth, greater control, and long-term financial confidence.Learn more: https://mywealth4life.comSecurities offered through Simplicity Group Investments, Member FINRA/SPIC, 475 Springfield Ave., Summit, N.J. 07901. Advisory Services offered through the Leaders Group Advisory, a Registered Investment Advisor. Orion Financial Associates, LLC is not affiliated with Simplicity Group Investments. CA Lic. No 0B77498.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-karen-powell-founder-of-my-wealth-4-life-discussing-securing-retirement-lifestyle

Scott is the founder of Edelman Wealth Management Group and manages all aspects of financial planning and employee benefits, providing products and services for investing, retiring, insurance, and estate conservation for individuals, families, and businesses. He has a strong commitment to giving uncomplicated advice and unparalleled service and puts an emphasis on creating lasting relationships with his clients and within his community.A natural teacher and mentor, Scott is a member of Strategic Coach, an entrepreneur business coaching program. He is a thought leader in the financial field and a regular speaker at conferences. Scott is also active with local charities and is on several boards. Scott lives in Bucks County, PA with his wife and children.Learn more: http://www.edelmanwealthmanagement.com/1 Disclaimer: Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, product or services referenced here are independent of Osaic Wealth.2 The Hall of Fame was an elite group of financial representatives of former broker-dealer Signator Investors, Inc. and the John Hancock family of companies. To be included in the HOF, inductees need to qualify for the ACE award 15 times. The Achieving Client Excellence Award (ACE) was granted by former broker-dealer Signator Investors, Inc. and the John Hancock family of companies. The ACE award was granted to the top 250 advisors each year based on total weighted premium from the sale of both proprietary and non-proprietary protection and wealth products. No other factors are considered. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.3 The Practice of the Year Award was granted by former broker-dealer Signator Investors, Inc. and sponsored by Fidelity Clearing & Custody Solutions in recognition of an advisor's excellence in practice management. Candidates were evaluated by Business Health, an independent international management consulting firm specializing in the financial services industry, for client service, internal planning and structure, external relations, staffing and technology capabilities and overall practice performance. Sales production was not a criteria for winner selection. The competition was open to all advisors and of the applicants, 5 were selected to be interviewed and one winner was selected from that group by an independent panel. Advisors did not pay a fee to apply, to accept or to purchase materials related to advertising the award. Third-party rankings and recognitions are no guarantee of future investment success and do not ensure that a client or prospective client will experience a higher level of performance or results. These ratings should not be construed as an endorsement of the advisor by any client nor are they representative of any one client's evaluation.4 Qualifying membership in the MDRT is based on minimum sales production requirements and gross business generated within a year. Each MDRT status designation is granted for one year only. All members must apply every year to continue their affiliation with the Million Dollar Round Table.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-scott-edelman-founder-of-edelman-wealth-management-group-discussing-his-30-year-anniversary-in-business

Sean has been in the Financial Advisory field for over 13 years. He has specialized in working with school district staff on educating them on how exactly their CalSTRs and CalPERS actually work, and their options to close the pay gap in their pension. He has enjoyed educating clients on how to maximize their pension as well as introducing them to tax-free alternatives. I have also worked with small businesses, Buy-Sell agreement options, and other opportunities for businesses to protect their interest as well as ways to retain their key employees.Sean continues to educate myself to make sure that he's up to date with new products and services that will benefit his clients.Adding Long Term Care plans recently to their scope of service has been beneficial to many of the clients, and he sees it as an underserved market that will have a huge impact on their clients' estates, taxes, and even dignity. Sean loves what he does and has a passion to serve.Learn more: https://pmvfinancial.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-sean-vazquez-founder-of-pmv-financial-discussing-long-term-care

Sean has been in the Financial Advisory field for over 13 years. He has specialized in working with school district staff on educating them on how exactly their CalSTRs and CalPERS actually work, and their options to close the pay gap in their pension. He has enjoyed educating clients on how to maximize their pension as well as introducing them to tax-free alternatives. I have also worked with small businesses, Buy-Sell agreement options, and other opportunities for businesses to protect their interest as well as ways to retain their key employees.Sean continues to educate myself to make sure that he's up to date with new products and services that will benefit his clients.Adding Long Term Care plans recently to their scope of service has been beneficial to many of the clients, and he sees it as an underserved market that will have a huge impact on their clients' estates, taxes, and even dignity. Sean loves what he does and has a passion to serve.Learn more: https://pmvfinancial.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-sean-vazquez-founder-of-pmv-financial-discussing-guaranteed-income

Sean has been in the Financial Advisory field for over 13 years. He has specialized in working with school district staff on educating them on how exactly their CalSTRs and CalPERS actually work, and their options to close the pay gap in their pension. He has enjoyed educating clients on how to maximize their pension as well as introducing them to tax-free alternatives. I have also worked with small businesses, Buy-Sell agreement options, and other opportunities for businesses to protect their interest as well as ways to retain their key employees.Sean continues to educate myself to make sure that he's up to date with new products and services that will benefit his clients.Adding Long Term Care plans recently to their scope of service has been beneficial to many of the clients, and he sees it as an underserved market that will have a huge impact on their clients' estates, taxes, and even dignity. Sean loves what he does and has a passion to serve.Learn more: https://pmvfinancial.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-sean-vazquez-founder-of-pmv-financial-discussing-legacy-planning

Sean has been in the Financial Advisory field for over 13 years. He has specialized in working with school district staff on educating them on how exactly their CalSTRs and CalPERS actually work, and their options to close the pay gap in their pension. He has enjoyed educating clients on how to maximize their pension as well as introducing them to tax-free alternatives. I have also worked with small businesses, Buy-Sell agreement options, and other opportunities for businesses to protect their interest as well as ways to retain their key employees.Sean continues to educate myself to make sure that he's up to date with new products and services that will benefit his clients.Adding Long Term Care plans recently to their scope of service has been beneficial to many of the clients, and he sees it as an underserved market that will have a huge impact on their clients' estates, taxes, and even dignity. Sean loves what he does and has a passion to serve.Learn more: https://pmvfinancial.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-sean-vazquez-founder-of-pmv-financial-discussing-guaranteed-income

Sean has been in the Financial Advisory field for over 13 years. He has specialized in working with school district staff on educating them on how exactly their CalSTRs and CalPERS actually work, and their options to close the pay gap in their pension. He has enjoyed educating clients on how to maximize their pension as well as introducing them to tax-free alternatives. I have also worked with small businesses, Buy-Sell agreement options, and other opportunities for businesses to protect their interest as well as ways to retain their key employees.Sean continues to educate myself to make sure that he's up to date with new products and services that will benefit his clients.Adding Long Term Care plans recently to their scope of service has been beneficial to many of the clients, and he sees it as an underserved market that will have a huge impact on their clients' estates, taxes, and even dignity. Sean loves what he does and has a passion to serve.Learn more: https://pmvfinancial.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-sean-vazquez-founder-of-pmv-financial-discussing-long-term-care

Sean has been in the Financial Advisory field for over 13 years. He has specialized in working with school district staff on educating them on how exactly their CalSTRs and CalPERS actually work, and their options to close the pay gap in their pension. He has enjoyed educating clients on how to maximize their pension as well as introducing them to tax-free alternatives. I have also worked with small businesses, Buy-Sell agreement options, and other opportunities for businesses to protect their interest as well as ways to retain their key employees.Sean continues to educate myself to make sure that he's up to date with new products and services that will benefit his clients.Adding Long Term Care plans recently to their scope of service has been beneficial to many of the clients, and he sees it as an underserved market that will have a huge impact on their clients' estates, taxes, and even dignity. Sean loves what he does and has a passion to serve.Learn more: https://pmvfinancial.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-sean-vazquez-founder-of-pmv-financial-discussing-legacy-planning

Russell brings a unique combination of market insight, relentless work ethic, and a passion for education to his role as a financial advisor. With a deep understanding of market cycles and a commitment to going above and beyond for his clients, he is uniquely positioned to help business owners, individuals, and families pursue and protect their financial goals with confidence. In 2014, after a 24-year career in industrial construction and professional MMA fighting, Russell made a pivotal shift into the financial services industry. His decision was driven by a personal realization: many of his business owner friends and family were unprepared for the financial risks that could erode a lifetime of hard work and asset accumulation. Since then, he has developed and refined a comprehensive planning process designed to help clients set clear goals, uncover potential risks, and implement personalized strategies to protect and grow their wealth. Russell lives in Daytona Beach, where he enjoys an active lifestyle that includes weightlifting, Brazilian Jiu-Jitsu, golf, and time at the beach. He's also passionate about motorcycles and regularly attends local biking events and live music venues.Learn More: Email: russell@hr-ifs.com or www.hr-ifs.com Securities offered through Regulus Financial Group, LLC, Member FINRA /SIPC. Advisory services offered through Regal Investment Advisors, LLC an SEC Registered Investment Advisor.Regal Financial Group, Regal Investment Advisors and Regulus Financial Group are affiliated entities. Registration with the SEC does not imply any level of skill or training.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-russell-thompson-with-hr-insurance-and-financial-services-guaranteed-income

Russell brings a unique combination of market insight, relentless work ethic, and a passion for education to his role as a financial advisor. With a deep understanding of market cycles and a commitment to going above and beyond for his clients, he is uniquely positioned to help business owners, individuals, and families pursue and protect their financial goals with confidence. In 2014, after a 24-year career in industrial construction and professional MMA fighting, Russell made a pivotal shift into the financial services industry. His decision was driven by a personal realization: many of his business owner friends and family were unprepared for the financial risks that could erode a lifetime of hard work and asset accumulation. Since then, he has developed and refined a comprehensive planning process designed to help clients set clear goals, uncover potential risks, and implement personalized strategies to protect and grow their wealth. Russell lives in Daytona Beach, where he enjoys an active lifestyle that includes weightlifting, Brazilian Jiu-Jitsu, golf, and time at the beach. He's also passionate about motorcycles and regularly attends local biking events and live music venues.Learn More: Email: russell@hr-ifs.com or www.hr-ifs.comSecurities offered through Regulus Financial Group, LLC, Member FINRA /SIPC. Advisory services offered through Regal Investment Advisors, LLC an SEC Registered Investment Advisor.Regal Financial Group, Regal Investment Advisors and Regulus Financial Group are affiliated entities. Registration with the SEC does not imply any level of skill or training.

Russell brings a unique combination of market insight, relentless work ethic, and a passion for education to his role as a financial advisor. With a deep understanding of market cycles and a commitment to going above and beyond for his clients, he is uniquely positioned to help business owners, individuals, and families pursue and protect their financial goals with confidence. In 2014, after a 24-year career in industrial construction and professional MMA fighting, Russell made a pivotal shift into the financial services industry. His decision was driven by a personal realization: many of his business owner friends and family were unprepared for the financial risks that could erode a lifetime of hard work and asset accumulation. Since then, he has developed and refined a comprehensive planning process designed to help clients set clear goals, uncover potential risks, and implement personalized strategies to protect and grow their wealth. Russell lives in Daytona Beach, where he enjoys an active lifestyle that includes weightlifting, Brazilian Jiu-Jitsu, golf, and time at the beach. He's also passionate about motorcycles and regularly attends local biking events and live music venues.Learn More: Email: russell@hr-ifs.com or www.hr-ifs.com Securities offered through Regulus Financial Group, LLC, Member FINRA /SIPC. Advisory services offered through Regal Investment Advisors, LLC an SEC Registered Investment Advisor.Regal Financial Group, Regal Investment Advisors and Regulus Financial Group are affiliated entities. Registration with the SEC does not imply any level of skill or training.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-russell-thompson-with-hr-insurance-and-financial-services-guaranteed-income

Russell brings a unique combination of market insight, relentless work ethic, and a passion for education to his role as a financial advisor. With a deep understanding of market cycles and a commitment to going above and beyond for his clients, he is uniquely positioned to help business owners, individuals, and families pursue and protect their financial goals with confidence. In 2014, after a 24-year career in industrial construction and professional MMA fighting, Russell made a pivotal shift into the financial services industry. His decision was driven by a personal realization: many of his business owner friends and family were unprepared for the financial risks that could erode a lifetime of hard work and asset accumulation. Since then, he has developed and refined a comprehensive planning process designed to help clients set clear goals, uncover potential risks, and implement personalized strategies to protect and grow their wealth. Russell lives in Daytona Beach, where he enjoys an active lifestyle that includes weightlifting, Brazilian Jiu-Jitsu, golf, and time at the beach. He's also passionate about motorcycles and regularly attends local biking events and live music venues.Learn More: Email: russell@hr-ifs.com or www.hr-ifs.comSecurities offered through Regulus Financial Group, LLC, Member FINRA /SIPC. Advisory services offered through Regal Investment Advisors, LLC an SEC Registered Investment Advisor.Regal Financial Group, Regal Investment Advisors and Regulus Financial Group are affiliated entities. Registration with the SEC does not imply any level of skill or training.

Russell brings a unique combination of market insight, relentless work ethic, and a passion for education to his role as a financial advisor. With a deep understanding of market cycles and a commitment to going above and beyond for his clients, he is uniquely positioned to help business owners, individuals, and families pursue and protect their financial goals with confidence. In 2014, after a 24-year career in industrial construction and professional MMA fighting, Russell made a pivotal shift into the financial services industry. is decision was driven by a personal realization: many of his business owner friends and family were unprepared for the financial risks that could erode a lifetime of hard work and asset accumulation. Since then, he has developed and refined a comprehensive planning process designed to help clients set clear goals, uncover potential risks, and implement personalized strategies to protect and grow their wealth. Russell lives in Daytona Beach, where he enjoys an active lifestyle that includes weightlifting, Brazilian Jiu-Jitsu, golf, and time at the beach. He's also passionate about motorcycles and regularly attends local biking events and live music venues.Learn More: Email: russell@hr-ifs.com or www.hr-ifs.comSecurities offered through Regulus Financial Group, LLC, Member FINRA /SIPC. Advisory services offered through Regal Investment Advisors, LLC an SEC Registered Investment Advisor. Regal Financial Group, Regal Investment Advisors and Regulus Financial Group are affiliated entities. Registration with the SEC does not imply any level of skill or training.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-russell-thompson-with-hr-insurance-and-financial-services-how-life-insurance-fits-into-retirement

Russell brings a unique combination of market insight, relentless work ethic, and a passion for education to his role as a financial advisor. With a deep understanding of market cycles and a commitment to going above and beyond for his clients, he is uniquely positioned to help business owners, individuals, and families pursue and protect their financial goals with confidence. In 2014, after a 24-year career in industrial construction and professional MMA fighting, Russell made a pivotal shift into the financial services industry. is decision was driven by a personal realization: many of his business owner friends and family were unprepared for the financial risks that could erode a lifetime of hard work and asset accumulation. Since then, he has developed and refined a comprehensive planning process designed to help clients set clear goals, uncover potential risks, and implement personalized strategies to protect and grow their wealth. Russell lives in Daytona Beach, where he enjoys an active lifestyle that includes weightlifting, Brazilian Jiu-Jitsu, golf, and time at the beach. He's also passionate about motorcycles and regularly attends local biking events and live music venues.Learn More: Email: russell@hr-ifs.com or www.hr-ifs.comSecurities offered through Regulus Financial Group, LLC, Member FINRA /SIPC. Advisory services offered through Regal Investment Advisors, LLC an SEC Registered Investment Advisor. Regal Financial Group, Regal Investment Advisors and Regulus Financial Group are affiliated entities. Registration with the SEC does not imply any level of skill or training.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-russell-thompson-with-hr-insurance-and-financial-services-how-life-insurance-fits-into-retirement

On this episode of The Ty Brady Way, Ty sits down with Mike Saunders, a marketing strategist, keynote speaker, and the creator of the federally trademarked Authority Positioning Portfolio. The two have history, Ty was a guest on Mike's show years ago, and now the tables have turned for a conversation that is equal parts business strategy, personal philosophy, and hard-won wisdom from someone who built something real the slow and honest way. Mike's journey did not start in marketing. He spent a decade in the mortgage industry at JP Morgan Chase before the 2007 crash effectively wiped out the world he had built. Rather than wait it out, he got his MBA in marketing, launched his own firm, and promptly made every mistake a new entrepreneur can make, chasing every client, offering every service, and spreading himself so thin that nothing stuck. For four to five years he describes it plainly as a desolate and dark time, with a wife, four kids in private school, and the pressure of it all bearing down. But buried inside that stretch of struggle was the moment that changed everything, the day he handed out his first book at a conference and watched the room respond differently than they ever had to a PDF or a blog post. That one moment became the foundation of everything he does today. What Mike built from that moment is a concept he calls the Authority Positioning Portfolio, a done-for-you system that positions independent financial advisors as celebrity experts through podcast interviews, TV placements, press releases, and books, all indexed by Google and working around the clock to pre-frame trust and credibility before a prospect ever picks up the phone. He draws on a principle from 1960s philosopher Marshall McLuhan to explain why this works: the medium carrying your message gives it as much value, if not more, than the message itself. The same insight that might get ignored on a LinkedIn post becomes instantly compelling when it is delivered in a televised interview. It is not about the content changing. It is about where it is seen. One of the sharpest moments in the episode comes when Mike flips the script on the ghosting problem that plagues so many advisors. When leads no-show or disappear without explanation, most people assume it is a follow-up problem or a pricing problem. Mike argues it is a credibility problem, and the terrifying part is that no one ever tells you. They just quietly decide you are not worth their time based on what they found, or did not find, when they Googled you. The solution is not more ads. It is permanent, indexed, trust-building assets that are working even when you are not. Ty and Mike also dig into what separates people who succeed from those who stay stuck, and Mike's answer is simple but unsparing. If you are not moving forward, you are moving backward, because everyone behind you is still moving forward. He shares the story of an advisor who chose the higher-priced package not because it was comfortable but because he had learned that every time he stepped into discomfort and trusted the process, it worked out. That, Mike says, is exactly the mindset of someone ready to grow. He also introduces his daily VIP Three habit, three outreach touches per day to referral sources or strategic alliances, and his end-of-day practice of recording one good thing, a simple discipline that keeps gratitude and momentum running in the same direction. The episode closes with Mike finishing one of Ty's sentences in a way that lands hard. You either win or you lose? Wrong. You win or you learn. It is a phrase that captures the entire arc of Mike's story, from mortgage crash to marketing mastery, and it is the principle he would leave anyone with who is just getting started. Mike can be reached at MikeSaunders360.com, where his full authority hub, interviews, and contact information are all in one place.  

Kevin has been trading for 15 years now. He has worked in consulting and as an analyst. Currently, he is the managing partner of Stockta.com and also works for Global One Media. We're trying to give Main Street access to sophisticated algorithms to give them a better chance to compete against Wall Street.Learn more: https://www.stockta.com/The content presented on StockTA is for informational and educational purposes only and should not be construed as financial, investment, legal, tax, or any other professional advice. Nothing on this platform or in its accompanying materials constitutes a recommendation, endorsement, solicitation, or offer to buy or sell any securities or to pursue any investment strategy. Viewer discretion is advised, as investments and trading activities — particularly in volatile or speculative markets — carry a high degree of risk and may result in the loss of your entire investment. You should never invest money you cannot afford to lose and are strongly encouraged to conduct your own independent research and consult with a licensed financial professional before making any investment decisions. StockTA is part of Global One Media Group Pte. Ltd. (https://globalonemedia.com), a Singapore-based company specializing in content creation, digital media, and investor-focused communications. Global One Media may receive compensation from companies or partners featured on this platform in connection with media production, corporate communications, digital distribution, and investor awareness efforts. Such compensation may be provided in cash or in securities, including shares, options, or warrants. The views and opinions expressed on StockTA belong solely to the individuals or entities providing them and do not necessarily reflect the views of StockTA or Global One Media. Global One Media, its directors, employees, contractors, or affiliates may hold, buy, or sell securities of companies discussed on StockTA at any time. They are under no obligation to disclose or update their holdings, and viewers should assume that Global One Media and its affiliates may have a financial interest in the companies mentioned. While reasonable efforts are made to ensure that the information shared on StockTA is accurate and current, no guarantee is made as to its completeness, reliability, or suitability. The content may include forward-looking statements that involve assumptions, risks, and uncertainties that could cause actual results to differ materially from expectations. StockTA and Global One Media are not registered as securities broker-dealers, investment advisers, or accountants in any jurisdiction and do not provide personalized investment recommendations, suitability assessments, or financial planning services. By using this platform or watching its content, you acknowledge and agree that Global One Media operates under the laws of Singapore and that you are responsible for complying with the laws of your own jurisdiction. Global One Media disclaims all liability for any direct or consequential loss arising from reliance on any information presented on StockTA.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-kevin-steuer-managing-partner-with-stock-ta

Kevin has been trading for 15 years now. He has worked in consulting and as an analyst. Currently, he is the managing partner of Stockta.com and also works for Global One Media. We're trying to give Main Street access to sophisticated algorithms to give them a better chance to compete against Wall Street.Learn more: https://www.stockta.com/The content presented on StockTA is for informational and educational purposes only and should not be construed as financial, investment, legal, tax, or any other professional advice. Nothing on this platform or in its accompanying materials constitutes a recommendation, endorsement, solicitation, or offer to buy or sell any securities or to pursue any investment strategy. Viewer discretion is advised, as investments and trading activities — particularly in volatile or speculative markets — carry a high degree of risk and may result in the loss of your entire investment. You should never invest money you cannot afford to lose and are strongly encouraged to conduct your own independent research and consult with a licensed financial professional before making any investment decisions. StockTA is part of Global One Media Group Pte. Ltd. (https://globalonemedia.com), a Singapore-based company specializing in content creation, digital media, and investor-focused communications. Global One Media may receive compensation from companies or partners featured on this platform in connection with media production, corporate communications, digital distribution, and investor awareness efforts. Such compensation may be provided in cash or in securities, including shares, options, or warrants. The views and opinions expressed on StockTA belong solely to the individuals or entities providing them and do not necessarily reflect the views of StockTA or Global One Media. Global One Media, its directors, employees, contractors, or affiliates may hold, buy, or sell securities of companies discussed on StockTA at any time. They are under no obligation to disclose or update their holdings, and viewers should assume that Global One Media and its affiliates may have a financial interest in the companies mentioned. While reasonable efforts are made to ensure that the information shared on StockTA is accurate and current, no guarantee is made as to its completeness, reliability, or suitability. The content may include forward-looking statements that involve assumptions, risks, and uncertainties that could cause actual results to differ materially from expectations. StockTA and Global One Media are not registered as securities broker-dealers, investment advisers, or accountants in any jurisdiction and do not provide personalized investment recommendations, suitability assessments, or financial planning services. By using this platform or watching its content, you acknowledge and agree that Global One Media operates under the laws of Singapore and that you are responsible for complying with the laws of your own jurisdiction. Global One Media disclaims all liability for any direct or consequential loss arising from reliance on any information presented on StockTA.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-kevin-steuer-managing-partner-with-stock-ta

Eric Sebold is the Lead Workshop Educator for the Institute for Financial Awareness, one of the fastest growing 501(c)(3) nonprofits in the DC/Metro Area.Eric is a widely sought out speaker pertaining to the world of Federal Benefits and Retirement Planning. He is a Certified Educational Consultant (CEC) and a Federal Employee Benefits Consultant. He is a well-versed workshop veteran, teaching courses in many agencies across the D.C. metropolitan area.Eric's career in financial services started as a Chartered Federal Employee Benefits Consultant (ChFEBC). Eric is best known for his workshop entitled Federal Benefits Best Kept Secrets. Through his years of experience consulting for federal employees, Eric has developed tax saving strategies as well as estate conservation plans for hundreds of individuals throughout dozens of different agencies. He has also guided many federal employees through the complex steps of the retirement process. Eric has generously donated his time and expertise to the Institute for Financial Awareness.Learn more: http://www.ifaonline.orgInfluential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/eric-sebold-federal-benefit-consultant-with-institute-for-financial-awareness-overcoming-financial-fears

Laurene didn't take the traditional path into financial planning. She took the real one.She started working at 16 to help her family make ends meet after her stepfather had an industrial accident. He went from bringing home $600 a week to $35. So she got a job, stayed in school, and figured out how to navigate a world that doesn't wait for people to be ready.She spent 31 years with AT&T — starting as a junior in high school, working her way up, and eventually retiring at 48 when they laid me off. She had a pension. I had time. And she was not going to spend it babysitting.So Laurene went back to work. She has now had four careers. The one that shaped me most — before financial planning — was 13 years as a business consultant, walking into family-owned businesses and asking every uncomfortable question until people understood what they actually needed. She wasn't the one with all the answers. She was the one who asked until the right answers surfaced.That's exactly what she does now.For the past 13 years, she has been helping people build financial plans that actually hold up — through unexpected illnesses, market downturns, career changes, and the hard questions most advisors never ask. She started in mortgage protection, helping families make sure a mortgage wouldn't become a crisis if someone got hurt or died. Now she works primarily with doctors and high-income professionals who are earning well but haven't had time to build a real plan around what they're earning.Laurene's philosophy is simple: Mission before commission. She doesn't care how much she makes on a plan. She cares whether the plan is right for them. It took me three years to even notice how little she was getting paid by certain carriers — that's how little she was focused on the money. What she focuses on is the outcome.Laurene asks hard questions. she holds her clients accountable. And she show up every year at their anniversary to make sure they're still on track — because a financial plan isn't a one-time event. It's a relationship.Philosophy: Security Over ReturnsHere's what makes her different: she doesn't chase returns. She builds security. Especially for doctors, people already have a high income. What they need isn't more risk. They need a plan that protects what they've built, reduces what they owe to the IRS, and makes sure their family is never left scrambling. That's what they build together.Her primary focus is on doctors and high-income professionals between ages 30 and 50 — people who are earning well, living well, and haven't sat down to build a real plan yet. Whether they're worried about taxes, what happens if they can't work, or just the creeping feeling that they're missing something — I'm probably a good fit.Learn more: https://www.yourwealthrefined.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-laurene-breitkreutz-founder-of-your-wealth-refined-discussing-how-life-insurance-fits-into-retirement

Laurene didn't take the traditional path into financial planning. She took the real one.She started working at 16 to help her family make ends meet after her stepfather had an industrial accident. He went from bringing home $600 a week to $35. So she got a job, stayed in school, and figured out how to navigate a world that doesn't wait for people to be ready.She spent 31 years with AT&T — starting as a junior in high school, working her way up, and eventually retiring at 48 when they laid me off. She had a pension. I had time. And she was not going to spend it babysitting.So Laurene went back to work. She has now had four careers. The one that shaped me most — before financial planning — was 13 years as a business consultant, walking into family-owned businesses and asking every uncomfortable question until people understood what they actually needed. She wasn't the one with all the answers. She was the one who asked until the right answers surfaced.That's exactly what she does now.For the past 13 years, she has been helping people build financial plans that actually hold up — through unexpected illnesses, market downturns, career changes, and the hard questions most advisors never ask. She started in mortgage protection, helping families make sure a mortgage wouldn't become a crisis if someone got hurt or died. Now she works primarily with doctors and high-income professionals who are earning well but haven't had time to build a real plan around what they're earning.Laurene's philosophy is simple: Mission before commission. She doesn't care how much she makes on a plan. She cares whether the plan is right for them. It took me three years to even notice how little she was getting paid by certain carriers — that's how little she was focused on the money. What she focuses on is the outcome.Laurene asks hard questions. She holds her clients accountable. And she shows up every year at their anniversary to make sure they're still on track — because a financial plan isn't a one-time event. It's a relationship.Philosophy: Security Over ReturnsHere's what makes her different: she doesn't chase returns. She builds security. Especially for doctors, people already have a high income. What they need isn't more risk. They need a plan that protects what they've built, reduces what they owe to the IRS, and makes sure their family is never left scrambling. That's what they build together.Her primary focus is on doctors and high-income professionals between ages 30 and 50 — people who are earning well, living well, and haven't sat down to build a real plan yet. Whether they're worried about taxes, what happens if they can't work, or just the creeping feeling that they're missing something — I'm probably a good fit.Learn more: https://www.yourwealthrefined.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-laurene-breitkreutz-founder-of-your-wealth-refined-discussing-risks-in-retirement

Michael has been in the financial and insurance business for over 20 years. He works with clients in the areas of Tax-Free Wealth Creation, retirement planning, lifetime income solution, legacy planning and business and Estate Planning. He is an advocate for the safety and protection of his client's hard-earned retirement money.Michael is committed to delivering outstanding professional service to his clients and acting with honesty and integrity. He takes great pride in building long-term relationships with his clients to achieve their financial goals during working years and during enjoyment years.Michael's mission is to help clients avoid losing money in the market, and instead build wealth safely, securely, and most importantly, provide lifetime income streams that will be there throughout your enjoyment years and then finally transitioning assets onto next generations more tax efficiently and possibly Tax-Free.Michael is a former educator, so naturally, his approach in working with clients is through guidance and education. He enjoys spending time with family, traveling, hiking, biking, and reading.Learn more: https://safemoney123.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-michael-clanin-certified-financial-fiduciary-with-safe-money-solutions-discussing-tax-free-wealth-creation

Laurene didn't take the traditional path into financial planning. She took the real one.She started working at 16 to help her family make ends meet after her stepfather had an industrial accident. He went from bringing home $600 a week to $35. So she got a job, stayed in school, and figured out how to navigate a world that doesn't wait for people to be ready.She spent 31 years with AT&T — starting as a junior in high school, working her way up, and eventually retiring at 48 when they laid me off. She had a pension. I had time. And she was not going to spend it babysitting.So Laurene went back to work. She has now had four careers. The one that shaped me most — before financial planning — was 13 years as a business consultant, walking into family-owned businesses and asking every uncomfortable question until people understood what they actually needed. She wasn't the one with all the answers. She was the one who asked until the right answers surfaced.That's exactly what she does now.For the past 13 years, she has been helping people build financial plans that actually hold up — through unexpected illnesses, market downturns, career changes, and the hard questions most advisors never ask. She started in mortgage protection, helping families make sure a mortgage wouldn't become a crisis if someone got hurt or died. Now she works primarily with doctors and high-income professionals who are earning well but haven't had time to build a real plan around what they're earning.Laurene's philosophy is simple: Mission before commission. She doesn't care how much she makes on a plan. She cares whether the plan is right for them. It took me three years to even notice how little she was getting paid by certain carriers — that's how little she was focused on the money. What she focuses on is the outcome.Laurene asks hard questions. she holds her clients accountable. And she show up every year at their anniversary to make sure they're still on track — because a financial plan isn't a one-time event. It's a relationship.Philosophy: Security Over ReturnsHere's what makes her different: she doesn't chase returns. She builds security. Especially for doctors, people already have a high income. What they need isn't more risk. They need a plan that protects what they've built, reduces what they owe to the IRS, and makes sure their family is never left scrambling. That's what they build together.Her primary focus is on doctors and high-income professionals between ages 30 and 50 — people who are earning well, living well, and haven't sat down to build a real plan yet. Whether they're worried about taxes, what happens if they can't work, or just the creeping feeling that they're missing something — I'm probably a good fit.Learn more: https://www.yourwealthrefined.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-laurene-breitkreutz-founder-of-your-wealth-refined-discussing-how-life-insurance-fits-into-retirement

Laurene didn't take the traditional path into financial planning. She took the real one.She started working at 16 to help her family make ends meet after her stepfather had an industrial accident. He went from bringing home $600 a week to $35. So she got a job, stayed in school, and figured out how to navigate a world that doesn't wait for people to be ready.She spent 31 years with AT&T — starting as a junior in high school, working her way up, and eventually retiring at 48 when they laid me off. She had a pension. I had time. And she was not going to spend it babysitting.So Laurene went back to work. She has now had four careers. The one that shaped me most — before financial planning — was 13 years as a business consultant, walking into family-owned businesses and asking every uncomfortable question until people understood what they actually needed. She wasn't the one with all the answers. She was the one who asked until the right answers surfaced.That's exactly what she does now.For the past 13 years, she has been helping people build financial plans that actually hold up — through unexpected illnesses, market downturns, career changes, and the hard questions most advisors never ask. She started in mortgage protection, helping families make sure a mortgage wouldn't become a crisis if someone got hurt or died. Now she works primarily with doctors and high-income professionals who are earning well but haven't had time to build a real plan around what they're earning.Laurene's philosophy is simple: Mission before commission. She doesn't care how much she makes on a plan. She cares whether the plan is right for them. It took me three years to even notice how little she was getting paid by certain carriers — that's how little she was focused on the money. What she focuses on is the outcome.Laurene asks hard questions. She holds her clients accountable. And she shows up every year at their anniversary to make sure they're still on track — because a financial plan isn't a one-time event. It's a relationship.Philosophy: Security Over ReturnsHere's what makes her different: she doesn't chase returns. She builds security. Especially for doctors, people already have a high income. What they need isn't more risk. They need a plan that protects what they've built, reduces what they owe to the IRS, and makes sure their family is never left scrambling. That's what they build together.Her primary focus is on doctors and high-income professionals between ages 30 and 50 — people who are earning well, living well, and haven't sat down to build a real plan yet. Whether they're worried about taxes, what happens if they can't work, or just the creeping feeling that they're missing something — I'm probably a good fit.Learn more: https://www.yourwealthrefined.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-laurene-breitkreutz-founder-of-your-wealth-refined-discussing-risks-in-retirement

Eric Sebold is the Lead Workshop Educator for the Institute for Financial Awareness, one of the fastest growing 501(c)(3) nonprofits in the DC/Metro Area.Eric is a widely sought out speaker pertaining to the world of Federal Benefits and Retirement Planning. He is a Certified Educational Consultant (CEC) and a Federal Employee Benefits Consultant. He is a well-versed workshop veteran, teaching courses in many agencies across the D.C. metropolitan area.Eric's career in financial services started as a Chartered Federal Employee Benefits Consultant (ChFEBC). Eric is best known for his workshop entitled Federal Benefits Best Kept Secrets. Through his years of experience consulting for federal employees, Eric has developed tax saving strategies as well as estate conservation plans for hundreds of individuals throughout dozens of different agencies. He has also guided many federal employees through the complex steps of the retirement process. Eric has generously donated his time and expertise to the Institute for Financial Awareness.Learn more: http://www.ifaonline.org/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/eric-sebold-federal-benefit-consultant-with-institute-for-financial-awareness-building-a-legacy-beyond-wealth

Laurene didn't take the traditional path into financial planning. She took the real one.She started working at 16 to help her family make ends meet after her stepfather had an industrial accident. He went from bringing home $600 a week to $35. So she got a job, stayed in school, and figured out how to navigate a world that doesn't wait for people to be ready.She spent 31 years with AT&T — starting as a junior in high school, working her way up, and eventually retiring at 48 when they laid me off. She had a pension. I had time. And she was not going to spend it babysitting.So Laurene went back to work. She has now had four careers. The one that shaped me most — before financial planning — was 13 years as a business consultant, walking into family-owned businesses and asking every uncomfortable question until people understood what they actually needed. She wasn't the one with all the answers. She was the one who asked until the right answers surfaced.That's exactly what she does now.For the past 13 years, she has been helping people build financial plans that actually hold up — through unexpected illnesses, market downturns, career changes, and the hard questions most advisors never ask. She started in mortgage protection, helping families make sure a mortgage wouldn't become a crisis if someone got hurt or died. Now she works primarily with doctors and high-income professionals who are earning well but haven't had time to build a real plan around what they're earning.Laurene's philosophy is simple: Mission before commission. She doesn't care how much she makes on a plan. She cares whether the plan is right for them. It took me three years to even notice how little she was getting paid by certain carriers — that's how little she was focused on the money. What she focuses on is the outcome.Laurene asks hard questions. she holds her clients accountable. And she show up every year at their anniversary to make sure they're still on track — because a financial plan isn't a one-time event. It's a relationship.Philosophy: Security Over ReturnsHere's what makes her different: she doesn't chase returns. She builds security. Especially for doctors, people already have a high income. What they need isn't more risk. They need a plan that protects what they've built, reduces what they owe to the IRS, and makes sure their family is never left scrambling. That's what they build together.Her primary focus is on doctors and high-income professionals between ages 30 and 50 — people who are earning well, living well, and haven't sat down to build a real plan yet. Whether they're worried about taxes, what happens if they can't work, or just the creeping feeling that they're missing something — I'm probably a good fit.Learn more: https://www.yourwealthrefined.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-laurene-breitkreutz-founder-of-your-wealth-refined-discussing-guaranteed-income-in-retirement

Jack Peregrim is the founder and President of Fourth Quarter Advisors and he has a long career in business and strategy including his 30 years as the founder and owner of PARAGON Development which focused on providing strategic management services to many Fortune 50 global corporations.On his ‘retirement' he personally recognized the complexity in Social Security options as well as Medicare. And, there is very little support and education available other than that offered by individuals and organization driven by revenue received for selling products and services.Jack and others are trained and committed with Certified Financial Fiduciary® designations. And, we are volunteer presenters for workshops sponsored by a number of non-profits which are non-profit 501(C)3 organizations and support programs in a wide range of retirement issues.Jack is a Certified Financial Fiduciary ™ in addition to his involvement in numerous professional and personal organizations.Learn More: https://www.fourthquarteradvisors.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-jack-peregrim-founder-of-fourth-quarter-advisors-discussing-3-retirement-strategies-nobody-talks-about

Eric Sebold is the Lead Workshop Educator for the Institute for Financial Awareness, one of the fastest growing 501(c)(3) nonprofits in the DC/Metro Area.Eric is a widely sought out speaker pertaining to the world of Federal Benefits and Retirement Planning. He is a Certified Educational Consultant (CEC) and a Federal Employee Benefits Consultant. He is a well-versed workshop veteran, teaching courses in many agencies across the D.C. metropolitan area.Eric's career in financial services started as a Chartered Federal Employee Benefits Consultant (ChFEBC). Eric is best known for his workshop entitled Federal Benefits Best Kept Secrets. Through his years of experience consulting for federal employees, Eric has developed tax saving strategies as well as estate conservation plans for hundreds of individuals throughout dozens of different agencies. He has also guided many federal employees through the complex steps of the retirement process. Eric has generously donated his time and expertise to the Institute for Financial Awareness.Learn more: http://www.ifaonline.org/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/eric-sebold-federal-benefit-consultant-with-institute-for-financial-awareness-tax-savings-strategies-for-long-term-wealth

Jack Peregrim is the founder and President of Fourth Quarter Advisors and he has a long career in business and strategy including his 30 years as the founder and owner of PARAGON Development which focused on providing strategic management services to many Fortune 50 global corporations.On his ‘retirement' he personally recognized the complexity in Social Security options as well as Medicare. And, there is very little support and education available other than that offered by individuals and organization driven by revenue received for selling products and services.Jack and others are trained and committed with Certified Financial Fiduciary® designations. And, we are volunteer presenters for workshops sponsored by a number of non-profits which are non-profit 501(C)3 organizations and support programs in a wide range of retirement issues.Jack is a Certified Financial Fiduciary ™ in addition to his involvement in numerous professional and personal organizations.Learn More: https://www.fourthquarteradvisors.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-jack-peregrim-founder-of-fourth-quarter-advisors-discussing-annuities-reimagined

Jack Peregrim is the founder and President of Fourth Quarter Advisors and he has a long career in business and strategy including his 30 years as the founder and owner of PARAGON Development which focused on providing strategic management services to many Fortune 50 global corporations.On his ‘retirement' he personally recognized the complexity in Social Security options as well as Medicare. And, there is very little support and education available other than that offered by individuals and organization driven by revenue received for selling products and services.Jack and others are trained and committed with Certified Financial Fiduciary® designations. And, we are volunteer presenters for workshops sponsored by a number of non-profits which are non-profit 501(C)3 organizations and support programs in a wide range of retirement issues.Jack is a Certified Financial Fiduciary ™ in addition to his involvement in numerous professional and personal organizations.Learn More: https://www.fourthquarteradvisors.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-jack-peregrim-founder-of-fourth-quarter-advisors-discussing-social-security-as-an-investment

Jack Peregrim is the founder and President of Fourth Quarter Advisors and he has a long career in business and strategy including his 30 years as the founder and owner of PARAGON Development which focused on providing strategic management services to many Fortune 50 global corporations.On his ‘retirement' he personally recognized the complexity in Social Security options as well as Medicare. And, there is very little support and education available other than that offered by individuals and organization driven by revenue received for selling products and services.Jack and others are trained and committed with Certified Financial Fiduciary® designations. And, we are volunteer presenters for workshops sponsored by a number of non-profits which are non-profit 501(C)3 organizations and support programs in a wide range of retirement issues.Jack is a Certified Financial Fiduciary ™ in addition to his involvement in numerous professional and personal organizations.Learn More: https://www.fourthquarteradvisors.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-jack-peregrim-founder-of-fourth-quarter-advisors-discussing-the-retirement-triangle