Podcast appearances and mentions of Mike Saunders

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Best podcasts about Mike Saunders

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Latest podcast episodes about Mike Saunders

Influential Entrepreneurs with Mike Saunders, MBA
Interview with Nick Bliss, Partner & Financial Advisor with Clear Strategy , Discussing Legacy & Estate Planning

Influential Entrepreneurs with Mike Saunders, MBA

Play Episode Listen Later Sep 28, 2022 23:53


I am passionate about bringing financial planning the next level as the industry demand grows stronger. I studied accounting at Saginaw Valley State University and I retain my Series 7,66, Life, Accident,Health Insurance and Variable Annuity licenses. I have traveled many career paths along the way and all those roads have lead me to where I am today. Since 2012 I have been partnering with clients along their financial journey and helping them with their quest to live their best life.Learn More: https://myclearstrategy.com/ Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.The views expressed are not necessarily the opinion of this podcast interview, and should not be construed directly or indirectly, as an offer to buy or sell any securities or services mentioned herein. Investing is subject to risks including loss of principal invested. Past performance is not a guarantee of future results. No strategy can assure a profit nor protect against loss. Please note that individual situations can vary. Therefore, the information should only be relied upon when coordinated with individual professional advice.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-nick-bliss-partner-financial-advisor-with-clear-strategy-discussing-legacy-estate-planning

Business Innovators Radio
Interview with Nick Bliss, Partner & Financial Advisor with Clear Strategy , Discussing Legacy & Estate Planning

Business Innovators Radio

Play Episode Listen Later Sep 28, 2022 23:53


I am passionate about bringing financial planning the next level as the industry demand grows stronger. I studied accounting at Saginaw Valley State University and I retain my Series 7,66, Life, Accident,Health Insurance and Variable Annuity licenses. I have traveled many career paths along the way and all those roads have lead me to where I am today. Since 2012 I have been partnering with clients along their financial journey and helping them with their quest to live their best life.Learn More: https://myclearstrategy.com/ Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.The views expressed are not necessarily the opinion of this podcast interview, and should not be construed directly or indirectly, as an offer to buy or sell any securities or services mentioned herein. Investing is subject to risks including loss of principal invested. Past performance is not a guarantee of future results. No strategy can assure a profit nor protect against loss. Please note that individual situations can vary. Therefore, the information should only be relied upon when coordinated with individual professional advice.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-nick-bliss-partner-financial-advisor-with-clear-strategy-discussing-legacy-estate-planning

Influential Entrepreneurs with Mike Saunders, MBA
Interview with Bob Chitrathorn Co-Founder of Simplified Wealth Management

Influential Entrepreneurs with Mike Saunders, MBA

Play Episode Listen Later Sep 27, 2022 34:29


Suthipong Robert Chitrathorn (or Bob for short) came from humble beginnings. Born to parents Puttachart and Sakul Chitrathorn, Bob was raised in a mobile home park in Colton, CA. His parents migrated to Michigan from Bangkok, Thailand in 1974, before settling in Southern California. As a child, Bob didn't realize how good others had it until he ventured out of the ghetto and went over to friends' birthday parties. There he'd witness the luxuries of living the American dream and of the possibilities that lay ahead.To the Chitrathorns, life in America was a gift and they were proud owners of property in America. They worked hard to put food on the table and to put Bob and his younger sister, Crystal, through school. Bob ate sandwiches with nothing but cheese on them, but he was blessed nonetheless. He learned that perspective made all the difference in life.In his mother's words, “education is money in the bank.” She teaches nurses still to this day, but she and Sakul, a factory worker, sacrificed to make a better life for Bob and Crystal. They paid for both kids to go through private high school and then helped pay for college.Their dedication and sacrifice didn't go to waste. Bob received a full ride scholarship for his first year at La Sierra University, before transferring to Cal State San Bernardino. He received his B.S. in Finance, as well as a B.S. in Real Estate, while minoring in business administration. Despite the rigorous course load, Bob graduated magna cum laude and was named part of the Golden Key Honor Society.In 2004, Bob became a financial advisor, which was an opportunity to make a good living, while helping others make the best decisions for their own financial lives. He had a short stint at H&R Block and also considered real estate, but he found his passion in personal finance. While Bob was attending CSUSB, his parents were working with an agent at New York Life. Bob always sat in on their meetings. He found that by listening to his parents' goals and conveying the pros and cons of their decisions, that they would listen to him more often than their own advisor.When Bob became an advisor, it was a no brainer that Puttachart and Sakul would work with their son, who always listened to their needs. With over 12 years of industry experience, he now has hundreds of clients beyond his parents to guide and influence. Bob recently joined newly established Simplified Wealth Management to help grow a new brand and to help shape the next generation of financial advisors.In 2016, Bob contributed a chapter to best selling author and esteemed motivational speaker, Brian Tracy's book. The book, “Success Manifesto: The World's Leading Entrepreneurs & Professionals Reveal Their Secrets to Mastering Health, Wealth & Lifestyle,” was an opportunity for Bob to share his love for planning and for his clients.He holds the Series 6, Series 7, Series 63 registrations with LPL Financial, and Series 65 registration with Strategic Wealth Advisors Group, LLC, and life, health and long-term care insurance licenses. Bob has been married to the love of his life, Brittany, for five years. They live in their Riverside, CA home with their rescue dog, Mazy, a pool, putting green, and a Pittsburgh Steelers themed bar that's perfect for Sunday Night Football.If you're looking for Bob at 6:30 or 7 pm on a weeknight, more often than not, he's prepping for a case or making phone calls still. His parents' work habits weren't lost on him and he's usually the one at the end of the night setting the alarm and turning off the lights.Complimentary Power of Attorney, Help with business valuation, Complimentary Second Opinion, investment review/analytics: http://www.planwithbob.com/ Simplified Wealth Management, and LPL Financial do not provide legal advice or tax services. Please consult your legal advisor or tax advisor regarding your specific situation.Contributions to a traditional IRA may be tax deductible in the contribution year, with current income tax due at withdrawal. Withdrawals prior to age 59 ½ may result in a 10% IRS penalty tax in addition to current income tax.A Roth IRA offers tax deferral on any earnings in the account. Qualified withdrawals of earnings from the account are tax-free. Withdrawals of earnings prior to age 59 ½ or prior to the account being opened for 5 years, whichever is later, may result in a 10% IRS penalty tax. Limitations and restrictions may apply.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-bob-chitrathorn-co-founder-of-simplified-wealth-management-2

Business Innovators Radio
Interview with Jessica Fialkovich, A Business Exit Expert, Author, Speaker, and Founder and Presidcent of Exit Factor

Business Innovators Radio

Play Episode Listen Later Sep 27, 2022 17:39


Jessica Fialkovich is a Business Exit Expert, Author, Speaker, and Small Business Advocate. When she sold her first business a decade ago, she had no idea where to start. Fortunately, she was able to exit successfully and then buy her next business — a business brokerage office. For ten years she has built the fastest growing and most successful business brokerage firm in the U.S. But she realized that most business owners that decide to sell are not prepared, and although hundreds of experts will teach you how to start a business, how to grow one — very few will teach you how to sell. In founding her education firm, Exit Factor, she decided to pull back the curtain about how the business sales process works and give buyers and sellers the tools to successfully (and profitability) complete a transaction. She is an entrepreneur at heart and successfully built and sold two startups, along with her husband and business partner, Al. When not at work you her find in the mountains exploring with Al and spending time with her new son, Brix, or attending as many Springsteen shows as she possibly can. #exitfactor #sellmybusiness #mergersandacquisitionsLearn more: https://exitfactor.comBuy a copy of her book How to Get the Most for Selling Your Business” https://www.exitfactor.com/book/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-jessica-fialkovich-a-business-exit-expert-author-speaker-and-founder-and-presidcent-of-exit-factor

Business Innovators Radio
Interview with Nick Bliss, Partner & Financial Advisor with Clear Strategy

Business Innovators Radio

Play Episode Listen Later Sep 27, 2022 20:04


I am passionate about bringing financial planning the next level as the industry demand grows stronger. I studied accounting at Saginaw Valley State University and I retain my Series 7,66, Life, Accident,Health Insurance and Variable Annuity licenses. I have traveled many career paths along the way and all those roads have lead me to where I am today. Since 2012 I have been partnering with clients along their financial journey and helping them with their quest to live their best life.Learn More: https://myclearstrategy.com/ Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.The views expressed are not necessarily the opinion of this podcast interview, and should not be construed directly or indirectly, as an offer to buy or sell any securities or services mentioned herein. Investing is subject to risks including loss of principal invested. Past performance is not a guarantee of future results. No strategy can assure a profit nor protect against loss. Please note that individual situations can vary. Therefore, the information should only be relied upon when coordinated with individual professional advice.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-nick-bliss-partner-financial-advisor-with-clear-strategy

Business Innovators Radio
Interview with Sean Pahut, Financial Consultant with Montana Wealth Management Discussing The Montana Money Mindset

Business Innovators Radio

Play Episode Listen Later Sep 27, 2022 21:26


For over 23 years I have helped my clients address their financial concerns and develop sound strategies by focusing on each individual's specific needs. My practice is founded upon making a commitment to my clients to follow a refined process because I believe this is the foundation to building a successful, long-term relationship. I work with qualified individuals, families, and businesses to provide integrated wealth management and planning services. Integrity, customized advice, attention to detail, and unwavering commitment to the well being of my clients are the hallmarks of my service process.I earned my degree in finance from Carroll College in Helena, Montana and I hold the series 7, 63 and 66 registrations through LPL Financial as well as a Montana insurance license. Giving back to the community is important to me. I have been a LT. Governor with Kiwanis, previously served on the board of Marias Medical Center and have volunteered as a wrestling and baseball coach. My wife and I have two children and live in Great Falls where we are active in our children's school and sport activities.Learn More: https://montanawm.com/ Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.The opinions voiced in this recording are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-sean-pahut-financial-consultant-with-montana-wealth-management-discussing-the-montana-money-mindset

Business Innovators Radio
Interview with Bob Chitrathorn Co-Founder of Simplified Wealth Management

Business Innovators Radio

Play Episode Listen Later Sep 27, 2022 34:29


Suthipong Robert Chitrathorn (or Bob for short) came from humble beginnings. Born to parents Puttachart and Sakul Chitrathorn, Bob was raised in a mobile home park in Colton, CA. His parents migrated to Michigan from Bangkok, Thailand in 1974, before settling in Southern California. As a child, Bob didn't realize how good others had it until he ventured out of the ghetto and went over to friends' birthday parties. There he'd witness the luxuries of living the American dream and of the possibilities that lay ahead.To the Chitrathorns, life in America was a gift and they were proud owners of property in America. They worked hard to put food on the table and to put Bob and his younger sister, Crystal, through school. Bob ate sandwiches with nothing but cheese on them, but he was blessed nonetheless. He learned that perspective made all the difference in life.In his mother's words, “education is money in the bank.” She teaches nurses still to this day, but she and Sakul, a factory worker, sacrificed to make a better life for Bob and Crystal. They paid for both kids to go through private high school and then helped pay for college.Their dedication and sacrifice didn't go to waste. Bob received a full ride scholarship for his first year at La Sierra University, before transferring to Cal State San Bernardino. He received his B.S. in Finance, as well as a B.S. in Real Estate, while minoring in business administration. Despite the rigorous course load, Bob graduated magna cum laude and was named part of the Golden Key Honor Society.In 2004, Bob became a financial advisor, which was an opportunity to make a good living, while helping others make the best decisions for their own financial lives. He had a short stint at H&R Block and also considered real estate, but he found his passion in personal finance. While Bob was attending CSUSB, his parents were working with an agent at New York Life. Bob always sat in on their meetings. He found that by listening to his parents' goals and conveying the pros and cons of their decisions, that they would listen to him more often than their own advisor.When Bob became an advisor, it was a no brainer that Puttachart and Sakul would work with their son, who always listened to their needs. With over 12 years of industry experience, he now has hundreds of clients beyond his parents to guide and influence. Bob recently joined newly established Simplified Wealth Management to help grow a new brand and to help shape the next generation of financial advisors.In 2016, Bob contributed a chapter to best selling author and esteemed motivational speaker, Brian Tracy's book. The book, “Success Manifesto: The World's Leading Entrepreneurs & Professionals Reveal Their Secrets to Mastering Health, Wealth & Lifestyle,” was an opportunity for Bob to share his love for planning and for his clients.He holds the Series 6, Series 7, Series 63 registrations with LPL Financial, and Series 65 registration with Strategic Wealth Advisors Group, LLC, and life, health and long-term care insurance licenses. Bob has been married to the love of his life, Brittany, for five years. They live in their Riverside, CA home with their rescue dog, Mazy, a pool, putting green, and a Pittsburgh Steelers themed bar that's perfect for Sunday Night Football.If you're looking for Bob at 6:30 or 7 pm on a weeknight, more often than not, he's prepping for a case or making phone calls still. His parents' work habits weren't lost on him and he's usually the one at the end of the night setting the alarm and turning off the lights.Complimentary Power of Attorney, Help with business valuation, Complimentary Second Opinion, investment review/analytics: http://www.planwithbob.com/ Simplified Wealth Management, and LPL Financial do not provide legal advice or tax services. Please consult your legal advisor or tax advisor regarding your specific situation.Contributions to a traditional IRA may be tax deductible in the contribution year, with current income tax due at withdrawal. Withdrawals prior to age 59 ½ may result in a 10% IRS penalty tax in addition to current income tax.A Roth IRA offers tax deferral on any earnings in the account. Qualified withdrawals of earnings from the account are tax-free. Withdrawals of earnings prior to age 59 ½ or prior to the account being opened for 5 years, whichever is later, may result in a 10% IRS penalty tax. Limitations and restrictions may apply.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-bob-chitrathorn-co-founder-of-simplified-wealth-management-2

Influential Entrepreneurs with Mike Saunders, MBA
Interview with Jessica Fialkovich, A Business Exit Expert, Author, Speaker, and Founder and Presidcent of Exit Factor

Influential Entrepreneurs with Mike Saunders, MBA

Play Episode Listen Later Sep 27, 2022 17:39


Jessica Fialkovich is a Business Exit Expert, Author, Speaker, and Small Business Advocate. When she sold her first business a decade ago, she had no idea where to start. Fortunately, she was able to exit successfully and then buy her next business — a business brokerage office. For ten years she has built the fastest growing and most successful business brokerage firm in the U.S. But she realized that most business owners that decide to sell are not prepared, and although hundreds of experts will teach you how to start a business, how to grow one — very few will teach you how to sell. In founding her education firm, Exit Factor, she decided to pull back the curtain about how the business sales process works and give buyers and sellers the tools to successfully (and profitability) complete a transaction. She is an entrepreneur at heart and successfully built and sold two startups, along with her husband and business partner, Al. When not at work you her find in the mountains exploring with Al and spending time with her new son, Brix, or attending as many Springsteen shows as she possibly can. #exitfactor #sellmybusiness #mergersandacquisitionsLearn more: https://exitfactor.comBuy a copy of her book How to Get the Most for Selling Your Business” https://www.exitfactor.com/book/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-jessica-fialkovich-a-business-exit-expert-author-speaker-and-founder-and-presidcent-of-exit-factor

Influential Entrepreneurs with Mike Saunders, MBA
Interview with Nick Bliss, Partner & Financial Advisor with Clear Strategy

Influential Entrepreneurs with Mike Saunders, MBA

Play Episode Listen Later Sep 27, 2022 20:04


I am passionate about bringing financial planning the next level as the industry demand grows stronger. I studied accounting at Saginaw Valley State University and I retain my Series 7,66, Life, Accident,Health Insurance and Variable Annuity licenses. I have traveled many career paths along the way and all those roads have lead me to where I am today. Since 2012 I have been partnering with clients along their financial journey and helping them with their quest to live their best life.Learn More: https://myclearstrategy.com/ Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.The views expressed are not necessarily the opinion of this podcast interview, and should not be construed directly or indirectly, as an offer to buy or sell any securities or services mentioned herein. Investing is subject to risks including loss of principal invested. Past performance is not a guarantee of future results. No strategy can assure a profit nor protect against loss. Please note that individual situations can vary. Therefore, the information should only be relied upon when coordinated with individual professional advice.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-nick-bliss-partner-financial-advisor-with-clear-strategy

Influential Entrepreneurs with Mike Saunders, MBA
Interview with Sean Pahut, Financial Consultant with Montana Wealth Management Discussing The Montana Money Mindset

Influential Entrepreneurs with Mike Saunders, MBA

Play Episode Listen Later Sep 27, 2022 21:26


For over 23 years I have helped my clients address their financial concerns and develop sound strategies by focusing on each individual's specific needs. My practice is founded upon making a commitment to my clients to follow a refined process because I believe this is the foundation to building a successful, long-term relationship. I work with qualified individuals, families, and businesses to provide integrated wealth management and planning services. Integrity, customized advice, attention to detail, and unwavering commitment to the well being of my clients are the hallmarks of my service process.I earned my degree in finance from Carroll College in Helena, Montana and I hold the series 7, 63 and 66 registrations through LPL Financial as well as a Montana insurance license. Giving back to the community is important to me. I have been a LT. Governor with Kiwanis, previously served on the board of Marias Medical Center and have volunteered as a wrestling and baseball coach. My wife and I have two children and live in Great Falls where we are active in our children's school and sport activities.Learn More: https://montanawm.com/ Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC.The opinions voiced in this recording are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-sean-pahut-financial-consultant-with-montana-wealth-management-discussing-the-montana-money-mindset

Business Innovators Radio
Interview with Keith Gregg Founder and Chief Executive Officer of Chalice Network

Business Innovators Radio

Play Episode Listen Later Sep 26, 2022 24:35


Keith is a Financial Services and FinTech Executive, currently Founder and Chief Executive Officer of Chalice Network. He has three decades of executive leadership and financial services experience. Prior to founding Chalice Network, he was Founder & CEO of Innovation Equity Partners, CEO of Capital Guardian Securities and First Allied Securities. Keith also served as Senior Executive for Wachovia Securities, GE Capital, and Prudential Investments.; and has built a reputation as a Business Acceleration Executive.Keith is the author of Do Well by Doing Good: The Complete Guide to Charitable Remainder Trusts and is a certified planned giving specialist. He holds FINRA Series 7, 24, 63, 65 registrations and is a graduate of the Securities Industry Institute at University of Pennsylvania's Wharton Business School. Keith was the founder and Chairman of the Wealth Advisor Institute, past President of the Institute of Investment Management Consultants Association Chapters, and Chairman of the Membership Committee for the Investment Management Consulting Association. Keith spends time in both San Diego, CA and Indialantic, FL with his wife, Catherine, and their two sons.He served honorably in the US Marine Corps and is a recipient of the Presidential Service Award from President Ronald Reagan for his loyal service aboard Marine One.Learn More: https://www.chalicenetwork.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-keith-gregg-founder-and-chief-executive-officer-of-chalice-network

Influential Entrepreneurs with Mike Saunders, MBA
Interview with Keith Gregg Founder and Chief Executive Officer of Chalice Network

Influential Entrepreneurs with Mike Saunders, MBA

Play Episode Listen Later Sep 26, 2022 24:35


Keith is a Financial Services and FinTech Executive, currently Founder and Chief Executive Officer of Chalice Network. He has three decades of executive leadership and financial services experience. Prior to founding Chalice Network, he was Founder & CEO of Innovation Equity Partners, CEO of Capital Guardian Securities and First Allied Securities. Keith also served as Senior Executive for Wachovia Securities, GE Capital, and Prudential Investments.; and has built a reputation as a Business Acceleration Executive.Keith is the author of Do Well by Doing Good: The Complete Guide to Charitable Remainder Trusts and is a certified planned giving specialist. He holds FINRA Series 7, 24, 63, 65 registrations and is a graduate of the Securities Industry Institute at University of Pennsylvania's Wharton Business School. Keith was the founder and Chairman of the Wealth Advisor Institute, past President of the Institute of Investment Management Consultants Association Chapters, and Chairman of the Membership Committee for the Investment Management Consulting Association. Keith spends time in both San Diego, CA and Indialantic, FL with his wife, Catherine, and their two sons.He served honorably in the US Marine Corps and is a recipient of the Presidential Service Award from President Ronald Reagan for his loyal service aboard Marine One.Learn More: https://www.chalicenetwork.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-keith-gregg-founder-and-chief-executive-officer-of-chalice-network

Influential Entrepreneurs with Mike Saunders, MBA
Interview with Ryan Larson, Founder of FirstLine Financial

Influential Entrepreneurs with Mike Saunders, MBA

Play Episode Listen Later Sep 22, 2022 20:35


Good at sports, but bad at school, Ryan Larson, the son of a working-class Arizona couple grew up concerned that he'd never succeed in life. When high school sports didn't earn him a college scholarship, his prospects looked dim. While working a dead-end job, a fiery twist of fate inspired his new direction in life—becoming a firefighter.In his debut book, Ryan shares his struggles in school, feeling like an outsider at home, and the unexpected twists and turns during the lowest points in his life that inspired him to build his successful financial advisory firm, FirstLine Financial, LLC.Learn more: https://firstlinefin.com/about/ Opinions expressed herein are solely those of FirstLine Financial, LLC and our editorial staff. The information contained in this material has been derived from sources believed to be reliable, but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered through FirstLine Financial LLC, a Registered Investment Advisor in the State of Arizona. Insurance products and services are offered through FirstLine Wealth Management LLC, an affiliated company.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-ryan-larson-founder-of-firstline-financial

Business Innovators Radio
Interview with Ryan Larson, Founder of FirstLine Financial

Business Innovators Radio

Play Episode Listen Later Sep 22, 2022 20:35


Good at sports, but bad at school, Ryan Larson, the son of a working-class Arizona couple grew up concerned that he'd never succeed in life. When high school sports didn't earn him a college scholarship, his prospects looked dim. While working a dead-end job, a fiery twist of fate inspired his new direction in life—becoming a firefighter.In his debut book, Ryan shares his struggles in school, feeling like an outsider at home, and the unexpected twists and turns during the lowest points in his life that inspired him to build his successful financial advisory firm, FirstLine Financial, LLC.Learn more: https://firstlinefin.com/about/ Opinions expressed herein are solely those of FirstLine Financial, LLC and our editorial staff. The information contained in this material has been derived from sources believed to be reliable, but is not guaranteed as to accuracy and completeness and does not purport to be a complete analysis of the materials discussed. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Advisory services are offered through FirstLine Financial LLC, a Registered Investment Advisor in the State of Arizona. Insurance products and services are offered through FirstLine Wealth Management LLC, an affiliated company.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-ryan-larson-founder-of-firstline-financial

Business Innovators Radio
Interview With Dale Darcas Founder & Executive Director of the Serving Our Kids Foundation

Business Innovators Radio

Play Episode Listen Later Sep 21, 2022 29:14


Dale is a former purchasing agent and convenience store manager. Has been in personal management since 1977 and promoted several employees to management positions. His are of expertise, over his career has included national awards for recruitment, training and retention of employees and being able to bring people together for the betterment of the organization. Building relationships is one of his strengths, as witnessed by his actions with non-profit, Serving Our Kids Foundation.In conjunction with his executive roles, Dale has led successful fundraising and volunteer efforts. Since starting Serving Our Kids, with 20 meal bags, he has led the mission to achieve more than 4,500 weekly and produced more than 750,000 meal bags.We want to inspire you to find a cause, and jump into action to make a solution. A vision, plan, hard work and perseverance can help make this world a better place for everyone!Learn More: https://www.servingourkids.org/interview-with-dale-darcas-founder-executive-director-of-the-serving-our-kids-foundationInfluential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/

Business Innovators Radio
Interview with Louie Slagle, Senior Vice President of Life Insurance Distribution with Partners Advantage

Business Innovators Radio

Play Episode Listen Later Sep 21, 2022 21:04


Louie has been in the business for 20 years having held multiple roles in the life insurance industry with specialties in Advanced Insurance Planning, product development, distribution and sales consultation, negotiation, risk management and executive leadership. He currently holds his series 7, 6, 63 and insurance licensure. He lives in Minnesota with his wife Amber and two daughters.Learn more: https://partnersadvantage.com/ Partners Advantage - A Gallagher Company; 9130 Anaheim Pl., Suite 120 Rancho Cucamonga, CA 91730. For Financial Professional Use Only. Not for use in solicitation or advertising to the public. This content is for informational and educational purposes only and is not designed, or intended, to be applicable to any financial professional or client's individual circumstances. This marketing piece in no way supersedes the requirements of a financial professional's license requirements or the policies and procedures of your broker dealer, insurance companies or registered investment advisory firm.©Copyright 2022 Partners Advantage - A Gallagher CompanyInfluential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-louie-slagle-senior-vice-president-of-life-insurance-distribution-with-partners-advantage

Influential Entrepreneurs with Mike Saunders, MBA
Interview With Dale Darcas Founder & Executive Director of the Serving Our Kids Foundation

Influential Entrepreneurs with Mike Saunders, MBA

Play Episode Listen Later Sep 21, 2022 29:14


Dale is a former purchasing agent and convenience store manager. Has been in personal management since 1977 and promoted several employees to management positions. His are of expertise, over his career has included national awards for recruitment, training and retention of employees and being able to bring people together for the betterment of the organization. Building relationships is one of his strengths, as witnessed by his actions with non-profit, Serving Our Kids Foundation.In conjunction with his executive roles, Dale has led successful fundraising and volunteer efforts. Since starting Serving Our Kids, with 20 meal bags, he has led the mission to achieve more than 4,500 weekly and produced more than 750,000 meal bags.We want to inspire you to find a cause, and jump into action to make a solution. A vision, plan, hard work and perseverance can help make this world a better place for everyone!Learn More: https://www.servingourkids.org/interview-with-dale-darcas-founder-executive-director-of-the-serving-our-kids-foundationInfluential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/

Influential Entrepreneurs with Mike Saunders, MBA
Interview with Louie Slagle, Senior Vice President of Life Insurance Distribution with Partners Advantage

Influential Entrepreneurs with Mike Saunders, MBA

Play Episode Listen Later Sep 21, 2022 21:04


Louie has been in the business for 20 years having held multiple roles in the life insurance industry with specialties in Advanced Insurance Planning, product development, distribution and sales consultation, negotiation, risk management and executive leadership. He currently holds his series 7, 6, 63 and insurance licensure. He lives in Minnesota with his wife Amber and two daughters.Learn more: https://partnersadvantage.com/ Partners Advantage - A Gallagher Company; 9130 Anaheim Pl., Suite 120 Rancho Cucamonga, CA 91730. For Financial Professional Use Only. Not for use in solicitation or advertising to the public. This content is for informational and educational purposes only and is not designed, or intended, to be applicable to any financial professional or client's individual circumstances. This marketing piece in no way supersedes the requirements of a financial professional's license requirements or the policies and procedures of your broker dealer, insurance companies or registered investment advisory firm.©Copyright 2022 Partners Advantage - A Gallagher CompanyInfluential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-louie-slagle-senior-vice-president-of-life-insurance-distribution-with-partners-advantage

Business Innovators Radio
Interview With Jeff Stukey with Wealthspan Advisors Discussing Mitigating Risks in Retirement

Business Innovators Radio

Play Episode Listen Later Sep 18, 2022 20:01


Jeff has been in the financial services business for over 20 years. Most of his time has been spent in executive-level roles helping train hundreds of financial advisors around the country on how to better plan for and serve their clients. He deeply understands financial planning and the financial products that can be used to create the desired outcome for clients.After watching his parents work hard, but struggle financially for most of his childhood and early adult life, Jeff set out to help clients become more educated and get better advice to help them grow and protect their wealth so they could live their best lives.Because of the experience gained over the last 20+ years, Jeff has been able to communicate well with clients, understand what they are trying to accomplish, and help put them in a position to really thrive in and throughout retirement.Get a copy of our book, “Pursuing Wealthspan: How Science is Revolutionizing Wealth Management” visit: https://www.wealthspanadvisors.com/ Investment Advisory Services are offered through Wealthspan Investment Management, LLC, a state-registered investment adviser. The commentary is for informational purposes only and should not be deemed as a solicitation to invest, or increase investments in any Wealthspan Investment Management, LLC products, or affiliated products. The information contained herein is not intended to provide any investment advice or provide the basis for any investment decisions. Please consult a qualified professional before making decisions about your financial situation. Information and commentary provided by Wealthspan Investment Management, LLC are opinions and should not be construed as facts. There can be no guarantee that any of the described objectives can be achieved. Past performance is not a guarantee of future results.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-jeff-stukey-with-wealthspan-advisors-discussing-mitigating-risks-in-retirement

Influential Entrepreneurs with Mike Saunders, MBA
Interview With Jeff Stukey with Wealthspan Advisors Discussing Mitigating Risks in Retirement

Influential Entrepreneurs with Mike Saunders, MBA

Play Episode Listen Later Sep 18, 2022 20:01


Jeff has been in the financial services business for over 20 years. Most of his time has been spent in executive-level roles helping train hundreds of financial advisors around the country on how to better plan for and serve their clients. He deeply understands financial planning and the financial products that can be used to create the desired outcome for clients.After watching his parents work hard, but struggle financially for most of his childhood and early adult life, Jeff set out to help clients become more educated and get better advice to help them grow and protect their wealth so they could live their best lives.Because of the experience gained over the last 20+ years, Jeff has been able to communicate well with clients, understand what they are trying to accomplish, and help put them in a position to really thrive in and throughout retirement.Get a copy of our book, “Pursuing Wealthspan: How Science is Revolutionizing Wealth Management” visit: https://www.wealthspanadvisors.com/ Investment Advisory Services are offered through Wealthspan Investment Management, LLC, a state-registered investment adviser. The commentary is for informational purposes only and should not be deemed as a solicitation to invest, or increase investments in any Wealthspan Investment Management, LLC products, or affiliated products. The information contained herein is not intended to provide any investment advice or provide the basis for any investment decisions. Please consult a qualified professional before making decisions about your financial situation. Information and commentary provided by Wealthspan Investment Management, LLC are opinions and should not be construed as facts. There can be no guarantee that any of the described objectives can be achieved. Past performance is not a guarantee of future results.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-jeff-stukey-with-wealthspan-advisors-discussing-mitigating-risks-in-retirement

Business Innovators Radio
Interview with Mark Drager, Founder of Phanta Media

Business Innovators Radio

Play Episode Listen Later Sep 16, 2022 25:53


Mark founded his creative production company in 2006, grew it to a little over $2mm in annual revenue, and then slowly watched as it all crumbled around him. Through the hard lessons learned and working to not make the same mistakes twice, today Phanta Media focuses less on growth and “keeping the machine fed” and more on doing extraordinary work with really cool people.As a brand strategist, Mark also understands the need to be courageous and has developed a killer process that can help you make your next courageous move.Learn more: https://www.phanta.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-mark-drager-founder-of-phanta-media

Influential Entrepreneurs with Mike Saunders, MBA
Interview with Mark Drager, Founder of Phanta Media

Influential Entrepreneurs with Mike Saunders, MBA

Play Episode Listen Later Sep 16, 2022 25:53


Mark founded his creative production company in 2006, grew it to a little over $2mm in annual revenue, and then slowly watched as it all crumbled around him. Through the hard lessons learned and working to not make the same mistakes twice, today Phanta Media focuses less on growth and “keeping the machine fed” and more on doing extraordinary work with really cool people.As a brand strategist, Mark also understands the need to be courageous and has developed a killer process that can help you make your next courageous move.Learn more: https://www.phanta.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-mark-drager-founder-of-phanta-media

Business Innovators Radio
Interview with Merrit Strunk Founder of Momentum Financial & Insurance Services-Discussing Challenges in Planning a Successful Retirement

Business Innovators Radio

Play Episode Listen Later Sep 15, 2022 27:15


• Registered Investment Advisory• Certified Financial Fiduciary (CFF)• Former President San Diego Chapter – Society for Financial Awareness – SOFA (a non-profit 501(c)(3) organization)• President/Founder of California College Planning• Senior Instructor – Adult Financial Education Foundation (AFES), a 501(c)(3) non-profit organization• Author – Your Retirement (UN)BrokenMerrit is the creator of the Momentum LifeYield Process™. This process was created and refined primarily for individuals and small business owners aspiring to have a work optional lifestyle in retirement. This unique process ideally results in substantial wealth growth, paying fewer taxes, providing down market protection and more income over a lifetime.Merrit has been a business leader all his life. In his 30s & 40s, he successfully led marketing for fortune 500 brands, he has also traveled around the world speaking on Business, Financial and Personal Achievement. Later in his career, he was a repeat C-Suite executive for multibillion dollar financial and insurance organizations and successfully built top-performing teams around the United States.Merrit has been a frequent featured speaker at industry events, radio, and video. He has always been passionate about financial education. This is precisely why he volunteers his time to non-profit organizations working toward ending Financial Illiteracy in America.He has been married for 30 years and has two children. He is a former Texas Intercollegiate black belt champion, medalist in relay triathlons, avid road cyclist, holds two US patents and is Author of Your Retirement (Un)Broken. He has been a past board member of the Midwest Multiple Sclerosis Chapter and supports the Children's Tumor Foundation.Momentum LifeYield Process™ and our Team Based Approach incorporates what matters most to our client's lives and controls what is needed to address the primary factors that impact a successful financial future. Through our process we seek to provide our clients with Clarity, Comfort and Confidence in knowing their plan is solid.Our services are based on Seven Core Pillars that benefit our clients.Wealth Management Risk Management Tax Planning Estate PlanningCash Management Philanthropy Value Added ServicesLearn More: https://momentumfsgroup.com/Advisory services are offered through Momentum Financial and Insurance Services LLC, an Investment Advisor. Insurance products and services are offered through Merrit Strunk, Independent Agent (CA Lic. #0L7510). Certified Financial Fiduciary (CFF) is a FINRA-recognized professional certification. Guarantees are based on the claims paying ability of the insurance companyhttps://www.cnbc.com/2022/06/30/the-markets-worst-first-half-in-50-years-has-all-come-down-to-one-thing.htmlhttps://www.cnbc.com/2022/06/30/the-markets-worst-first-half-in-50-years-has-all-come-down-to-one-thing.htmlhttps://www.wsj.com/articles/its-the-worst-bond-market-since-1842-thats-the-good-news-11651849380https://acl.gov/ltc/basic-needs/how-much-care-will-you-needhttps://www.kiplinger.com/personal-finance/insurance/health-insurance/602819/you-can-keep-some-assets-while-qualifying-for-medicaidhttps://www.alzint.org/about/dementia-facts-figures/dementia-statistics/#:~:text=Numbers%20of%20people%20with%20dementia,will%20be%20in%20developing%20countrieshttps://www.kiplinger.com/retirement/annuities/601986/retirees-with-a-guaranteed-income-are-happier-live-longerhttps://www.kiplinger.com/retirement/annuities/601986/retirees-with-a-guaranteed-income-are-happier-live-longerhttps://www.SSA.govhttps://www.thoughtco.com/living-past-90-in-america-3321510https://www.forbes.com/sites/johnnosta/2013/02/03/the-first-person-to-live-to-150-has-already-been-born-revisited/?sh=6ea7f79759b9https://www.statista.com/statistics/266657/us-life-expectancy-for-men-aat-the-age-of-65-years-since-1960/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-merrit-strunk-founder-of-momentum-financial-insurance-services-discussing-challenges-in-planning-a-successful-retirement

Business Innovators Radio
Interview with Adolfo & Andres Rodriguez with A/R Financial Group Discussing How Social Security Claiming Impacts Retirement

Business Innovators Radio

Play Episode Listen Later Sep 15, 2022 21:48


Adolfo Rodriguez became managing partner of the A/R Financial Group in 2005. With over 20 years of experience in the insurance and financial service industry, Adolfo Rodriguez has always focused on the unique needs and goals of the pre-retiree & retiree community. Adolfo Rodriguez and his team serve a select group of families to help build and maintain the retirement lifestyle they have worked so hard for and deserve.Adolfo Rodriguez is a college graduate from the University of Houston Clear Lake and holds the following designations: Registered Financial Consultant (RFC), National Social Security Advisor (NSSA). He is a National Financial Planning Association member and the National Association of Insurance and Financial Advisors. Adolfo Rodriguez created the “GRIP” a proprietary system that produces guaranteed income in retirement, and author of “My Retirement Rescue” book. Adolfo is currently the President of the non-profit organization Casa Cuba of Houston. Adolfo is a member of the board of the San Jacinto College Advisory Committee. Adolfo is a speaker for SOFA, a non-profit organization Society of Financial Awareness. He's also Co-founder of Bio Energetic, with two pain management clinics in Las Vegas, Nevada, San Antonio, and opening one in Houston in 2022. Adolfo Rodriguez has been featured on many networks as a Social Security and retirement expert.Adolfo Rodriguez was born in Havana, Cuba in 1966, and his parents were able to leave the communist island for a better life in 1968. Adolfo's family was transplanted to Texas, where they lived all their life. Adolfo grew up in Pasadena from the age of 12 and has been here ever since. Adolfo learned from his father the value of hard work, honesty, and integrity. His father opened and operated his own business, and Adolfo inherited the business after his father's death in 2016. Adolfo operates the accounting part of his father's business as other family members run the business's daily operations.Adolfo Rodriguez married his wife Denise Rodriguez in 1992 and have two children, a son Andres and a daughter Alexa. Alexa graduated from the University of Houston and will be teaching and coaching in her old high school Andres, after playing basketball in college at Kansas on an Athletic Scholarship, has joined the firm as a junior advisor. Adolfo is a Shriner and enjoys volunteering at the hospitals located in Galveston. Adolfo is proud to be a Shriner and the work they do in the community. Adolfo enjoys spending time with his children and wife; they enjoy traveling and doing multiple outdoor activities in the great state of Texas. Adolfo and his wife Denise have their family roots in Texas, and Texas is the place they call home.Andres Rodriguez is completing his Bachelor of Business degree at the University of Houston Clear Lake. In 2021, Andrés became a Junior Partner with over 5 years of experience in the industry. His goal is to create a personalized plan for every client based on their current financial situation and future retirement goals. In addition to his licenses in Life and Health Insurance, Rodriguez continues to study so that he may obtain other licenses to serve his clients better.Since he was a small child, Andres Rodriguez has lived in the Pasadena area. Growing up Andres learned about the financial industry from watching his father (current managing partner) run and grow AR Financial Group into what it is today. During this time, he learned the importance of hard work, which eventually led him to play collegiate basketball. The focus of his hard work has now shifted to helping his clients on a daily basis. Learning the process to make sure that clients can reach their financial goals consistently. Andres loves Texas and has no desire to move out this great state.Andres loves dogs and enjoys spending time with his two grown German Shepherds “Lady and Ryan.” Andres enjoys exchanging stories with other dog owners he is always amazed how different dogs can be depending on the breed. He would love to be a breeder as a hobby later on in life.Learn More: http://adolforetirement.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-adolfo-andres-rodriguez-with-a-r-financial-group-discussing-how-social-security-claiming-impacts-retirement

Influential Entrepreneurs with Mike Saunders, MBA
Interview with Merrit Strunk Founder of Momentum Financial & Insurance Services-Discussing Challenges in Planning a Successful Retirement

Influential Entrepreneurs with Mike Saunders, MBA

Play Episode Listen Later Sep 15, 2022 27:15


• Registered Investment Advisory• Certified Financial Fiduciary (CFF)• Former President San Diego Chapter – Society for Financial Awareness – SOFA (a non-profit 501(c)(3) organization)• President/Founder of California College Planning• Senior Instructor – Adult Financial Education Foundation (AFES), a 501(c)(3) non-profit organization• Author – Your Retirement (UN)BrokenMerrit is the creator of the Momentum LifeYield Process™. This process was created and refined primarily for individuals and small business owners aspiring to have a work optional lifestyle in retirement. This unique process ideally results in substantial wealth growth, paying fewer taxes, providing down market protection and more income over a lifetime.Merrit has been a business leader all his life. In his 30s & 40s, he successfully led marketing for fortune 500 brands, he has also traveled around the world speaking on Business, Financial and Personal Achievement. Later in his career, he was a repeat C-Suite executive for multibillion dollar financial and insurance organizations and successfully built top-performing teams around the United States.Merrit has been a frequent featured speaker at industry events, radio, and video. He has always been passionate about financial education. This is precisely why he volunteers his time to non-profit organizations working toward ending Financial Illiteracy in America.He has been married for 30 years and has two children. He is a former Texas Intercollegiate black belt champion, medalist in relay triathlons, avid road cyclist, holds two US patents and is Author of Your Retirement (Un)Broken. He has been a past board member of the Midwest Multiple Sclerosis Chapter and supports the Children's Tumor Foundation.Momentum LifeYield Process™ and our Team Based Approach incorporates what matters most to our client's lives and controls what is needed to address the primary factors that impact a successful financial future. Through our process we seek to provide our clients with Clarity, Comfort and Confidence in knowing their plan is solid.Our services are based on Seven Core Pillars that benefit our clients.Wealth Management Risk Management Tax Planning Estate PlanningCash Management Philanthropy Value Added ServicesLearn More: https://momentumfsgroup.com/Advisory services are offered through Momentum Financial and Insurance Services LLC, an Investment Advisor. Insurance products and services are offered through Merrit Strunk, Independent Agent (CA Lic. #0L7510). Certified Financial Fiduciary (CFF) is a FINRA-recognized professional certification. Guarantees are based on the claims paying ability of the insurance companyhttps://www.cnbc.com/2022/06/30/the-markets-worst-first-half-in-50-years-has-all-come-down-to-one-thing.htmlhttps://www.cnbc.com/2022/06/30/the-markets-worst-first-half-in-50-years-has-all-come-down-to-one-thing.htmlhttps://www.wsj.com/articles/its-the-worst-bond-market-since-1842-thats-the-good-news-11651849380https://acl.gov/ltc/basic-needs/how-much-care-will-you-needhttps://www.kiplinger.com/personal-finance/insurance/health-insurance/602819/you-can-keep-some-assets-while-qualifying-for-medicaidhttps://www.alzint.org/about/dementia-facts-figures/dementia-statistics/#:~:text=Numbers%20of%20people%20with%20dementia,will%20be%20in%20developing%20countrieshttps://www.kiplinger.com/retirement/annuities/601986/retirees-with-a-guaranteed-income-are-happier-live-longerhttps://www.kiplinger.com/retirement/annuities/601986/retirees-with-a-guaranteed-income-are-happier-live-longerhttps://www.SSA.govhttps://www.thoughtco.com/living-past-90-in-america-3321510https://www.forbes.com/sites/johnnosta/2013/02/03/the-first-person-to-live-to-150-has-already-been-born-revisited/?sh=6ea7f79759b9https://www.statista.com/statistics/266657/us-life-expectancy-for-men-aat-the-age-of-65-years-since-1960/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-merrit-strunk-founder-of-momentum-financial-insurance-services-discussing-challenges-in-planning-a-successful-retirement

Influential Entrepreneurs with Mike Saunders, MBA
Interview with Adolfo & Andres Rodriguez with A/R Financial Group Discussing How Social Security Claiming Impacts Retirement

Influential Entrepreneurs with Mike Saunders, MBA

Play Episode Listen Later Sep 15, 2022 21:48


Adolfo Rodriguez became managing partner of the A/R Financial Group in 2005. With over 20 years of experience in the insurance and financial service industry, Adolfo Rodriguez has always focused on the unique needs and goals of the pre-retiree & retiree community. Adolfo Rodriguez and his team serve a select group of families to help build and maintain the retirement lifestyle they have worked so hard for and deserve.Adolfo Rodriguez is a college graduate from the University of Houston Clear Lake and holds the following designations: Registered Financial Consultant (RFC), National Social Security Advisor (NSSA). He is a National Financial Planning Association member and the National Association of Insurance and Financial Advisors. Adolfo Rodriguez created the “GRIP” a proprietary system that produces guaranteed income in retirement, and author of “My Retirement Rescue” book. Adolfo is currently the President of the non-profit organization Casa Cuba of Houston. Adolfo is a member of the board of the San Jacinto College Advisory Committee. Adolfo is a speaker for SOFA, a non-profit organization Society of Financial Awareness. He's also Co-founder of Bio Energetic, with two pain management clinics in Las Vegas, Nevada, San Antonio, and opening one in Houston in 2022. Adolfo Rodriguez has been featured on many networks as a Social Security and retirement expert.Adolfo Rodriguez was born in Havana, Cuba in 1966, and his parents were able to leave the communist island for a better life in 1968. Adolfo's family was transplanted to Texas, where they lived all their life. Adolfo grew up in Pasadena from the age of 12 and has been here ever since. Adolfo learned from his father the value of hard work, honesty, and integrity. His father opened and operated his own business, and Adolfo inherited the business after his father's death in 2016. Adolfo operates the accounting part of his father's business as other family members run the business's daily operations.Adolfo Rodriguez married his wife Denise Rodriguez in 1992 and have two children, a son Andres and a daughter Alexa. Alexa graduated from the University of Houston and will be teaching and coaching in her old high school Andres, after playing basketball in college at Kansas on an Athletic Scholarship, has joined the firm as a junior advisor. Adolfo is a Shriner and enjoys volunteering at the hospitals located in Galveston. Adolfo is proud to be a Shriner and the work they do in the community. Adolfo enjoys spending time with his children and wife; they enjoy traveling and doing multiple outdoor activities in the great state of Texas. Adolfo and his wife Denise have their family roots in Texas, and Texas is the place they call home.Andres Rodriguez is completing his Bachelor of Business degree at the University of Houston Clear Lake. In 2021, Andrés became a Junior Partner with over 5 years of experience in the industry. His goal is to create a personalized plan for every client based on their current financial situation and future retirement goals. In addition to his licenses in Life and Health Insurance, Rodriguez continues to study so that he may obtain other licenses to serve his clients better.Since he was a small child, Andres Rodriguez has lived in the Pasadena area. Growing up Andres learned about the financial industry from watching his father (current managing partner) run and grow AR Financial Group into what it is today. During this time, he learned the importance of hard work, which eventually led him to play collegiate basketball. The focus of his hard work has now shifted to helping his clients on a daily basis. Learning the process to make sure that clients can reach their financial goals consistently. Andres loves Texas and has no desire to move out this great state.Andres loves dogs and enjoys spending time with his two grown German Shepherds “Lady and Ryan.” Andres enjoys exchanging stories with other dog owners he is always amazed how different dogs can be depending on the breed. He would love to be a breeder as a hobby later on in life.Learn More: http://adolforetirement.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-adolfo-andres-rodriguez-with-a-r-financial-group-discussing-how-social-security-claiming-impacts-retirement

Influential Entrepreneurs with Mike Saunders, MBA
Interview with Billy Wease, Health and Wellness Expert. Founder and CEO of OptiYou RX

Influential Entrepreneurs with Mike Saunders, MBA

Play Episode Listen Later Sep 13, 2022 41:04


Billy Wease is a pharmacist with over 30 years of clinical experience specializing in wellness and is the author of the #1 best selling book The 21st Century Pharmacist. His mission is to minimize the side effects prevalent in prescription and over-the-counter drugs by educating people about attaining optimal health by using food, natural supplementation, and exercise.Since graduating from the pharmacy program at UNC-Chapel Hill in 1990, Billy has opened three independent Prescriptions Plus Compounding Pharmacy locations in the Carolinas. He has received specialized training from the Professional Compounding Centers of America and earned an Advanced Fellowship in Metabolic and Nutritional Medicine from the Metabolic Medical Institute. He is a co-owner and a coach at Core Fitness Kings Mountain. He is an adjunct professor at a private university in North Carolina, where he teaches an elective in the pharmacy school.Billy is the founder and CEO of OptiYou RX, a health company based around an incredibly successful, life-changing wellness program designed to help participants transition to an optimally healthy lifestyle.To expand the reach and efficacy of OptiYou RX, Billy created four proprietary supplements that he believes are foundational for optimal health. These supplements are manufactured with pure ingredients and meet the most stringent quality standards in the world.You must become the Chief Executive Officer (CEO) of your own health. Completing my OptiYou RX Wellness Summit and/or scheduling a 1 on 1 consult with me will make it fast and easy. You will learn how to easily implement the 5 Pillars of the OptiYou Rx Program so you can look, feel, and think better than you imagined possible.Learn More: https://billyw360.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-billy-wease-health-and-wellness-expert-founder-and-ceo-of-optiyou-rx

Business Innovators Radio
Interview with Billy Wease, Health and Wellness Expert. Founder and CEO of OptiYou RX

Business Innovators Radio

Play Episode Listen Later Sep 13, 2022 41:04


Billy Wease is a pharmacist with over 30 years of clinical experience specializing in wellness and is the author of the #1 best selling book The 21st Century Pharmacist. His mission is to minimize the side effects prevalent in prescription and over-the-counter drugs by educating people about attaining optimal health by using food, natural supplementation, and exercise.Since graduating from the pharmacy program at UNC-Chapel Hill in 1990, Billy has opened three independent Prescriptions Plus Compounding Pharmacy locations in the Carolinas. He has received specialized training from the Professional Compounding Centers of America and earned an Advanced Fellowship in Metabolic and Nutritional Medicine from the Metabolic Medical Institute. He is a co-owner and a coach at Core Fitness Kings Mountain. He is an adjunct professor at a private university in North Carolina, where he teaches an elective in the pharmacy school.Billy is the founder and CEO of OptiYou RX, a health company based around an incredibly successful, life-changing wellness program designed to help participants transition to an optimally healthy lifestyle.To expand the reach and efficacy of OptiYou RX, Billy created four proprietary supplements that he believes are foundational for optimal health. These supplements are manufactured with pure ingredients and meet the most stringent quality standards in the world.You must become the Chief Executive Officer (CEO) of your own health. Completing my OptiYou RX Wellness Summit and/or scheduling a 1 on 1 consult with me will make it fast and easy. You will learn how to easily implement the 5 Pillars of the OptiYou Rx Program so you can look, feel, and think better than you imagined possible.Learn More: https://billyw360.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-billy-wease-health-and-wellness-expert-founder-and-ceo-of-optiyou-rx

Business Innovators Radio
Interview with Sean Pahut, Financial Consultant with Montana Wealth Management Discussing Working with a Financial Broker vs Financial Pla

Business Innovators Radio

Play Episode Listen Later Sep 12, 2022 25:14


For over 23 years I have helped my clients address their financial concerns and develop sound strategies by focusing on each individual's specific needs. My practice is founded upon making a commitment to my clients to follow a refined process because I believe this is the foundation to building a successful, long-term relationship. I work with qualified individuals, families, and businesses to provide integrated wealth management and planning services. Integrity, objective advice, attention to detail, and unwavering commitment to the well being of my clients are the hallmarks of my service process.I earned my degree in finance from Carroll College in Helena, Montana and I hold the series 7, 63 and 66 registrations through LPL Financial as well as a Montana insurance license. Giving back to the community is important to me. I have been a LT. Governor with Kiwanis, previously served on the board of Marias Medical Center and have volunteered as a wrestling and baseball coach. My wife and I have two children and live in Great Falls where we are active in our children's school and sport activities.Learn Morehttps://montanawm.com/ Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. The opinions voiced in this recording are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-sean-pahut-financial-consultant-with-montana-wealth-management-discussing-working-with-a-financial-broker-vs-financial-planning-advisor

Influential Entrepreneurs with Mike Saunders, MBA
Interview with Sean Pahut, Financial Consultant with Montana Wealth Management Discussing Working with a Financial Broker vs Financial Pla

Influential Entrepreneurs with Mike Saunders, MBA

Play Episode Listen Later Sep 12, 2022 25:14


For over 23 years I have helped my clients address their financial concerns and develop sound strategies by focusing on each individual's specific needs. My practice is founded upon making a commitment to my clients to follow a refined process because I believe this is the foundation to building a successful, long-term relationship. I work with qualified individuals, families, and businesses to provide integrated wealth management and planning services. Integrity, objective advice, attention to detail, and unwavering commitment to the well being of my clients are the hallmarks of my service process.I earned my degree in finance from Carroll College in Helena, Montana and I hold the series 7, 63 and 66 registrations through LPL Financial as well as a Montana insurance license. Giving back to the community is important to me. I have been a LT. Governor with Kiwanis, previously served on the board of Marias Medical Center and have volunteered as a wrestling and baseball coach. My wife and I have two children and live in Great Falls where we are active in our children's school and sport activities.Learn Morehttps://montanawm.com/ Securities and advisory services offered through LPL Financial, a Registered Investment Advisor, Member FINRA/SIPC. The opinions voiced in this recording are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.The economic forecasts set forth in this material may not develop as predicted and there can be no guarantee that strategies promoted will be successful.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-sean-pahut-financial-consultant-with-montana-wealth-management-discussing-working-with-a-financial-broker-vs-financial-planning-advisor

Business Innovators Radio
Interview with Jeremie Kubicek, Communicator, Serial Entrepreneur and Co-Founder of GiANT & Author of The Peace Index

Business Innovators Radio

Play Episode Listen Later Sep 8, 2022 23:45


Jeremie Kubicek is a powerful communicator, serial entrepreneur and content builder. He creates content used by some of the largest companies around the globe found in the books he has authored: The 100X Leader, 5 Voices, 5 Gears and the National Bestseller, Making Your Leadership Come Alive. His new book, The Peace Index, releases in the Fall of 2022.Jeremie is the Co-Founder of GiANT, a company that certifies coaches and consultants that serve companies and their employees.Jeremie has started over 20 companies while living in Oklahoma City, Moscow, Atlanta and London.Pick up a copy of the book:https://www.amazon.com/Peace-Index-Five-Part-Framework-Fulfillment/dp/1119985927/https://thepeaceindexbook.com/Learn more:https://www.jeremiekubicek.com/https://www.giantworldwide.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-jeremie-kubicek-communicator-serial-entrepreneur-and-co-founder-of-giant-author-of-the-peace-index

Business Innovators Radio
Interview With Jeff Stukey & Kirk Ashburn Co-Founders of Wealthspan Advisors Discussing Financial Planning For Couples

Business Innovators Radio

Play Episode Listen Later Sep 8, 2022 27:18


Jeff has been in the financial services business for over 20 years. Most of his time has been spent in executive-level roles helping train hundreds of financial advisors around the country on how to better plan for and serve their clients. He deeply understands financial planning and the financial products that can be used to create the desired outcome for clients.After watching his parents work hard, but struggle financially for most of his childhood and early adult life, Jeff set out to help clients become more educated and get better advice to help them grow and protect their wealth so they could live their best lives.Because of the experience gained over the last 20+ years, Jeff has been able to communicate well with clients, understand what they are trying to accomplish, and help put them in a position to really thrive in and throughout retirement.Kirk Ashburn is a highly trained professional with more than 15 years of industry experience. He has successfully been involved in helping individuals and families in Illinois and across the country to change the way they save and plan for their future as well as generations to come.Kirk focuses on providing retirement income planning services with the goal of educating clients as to their options for meeting their current financial needs, achieving their long-term financial goals, avoiding common retirement-planning mistakes and enjoying a lifetime of financial freedom. This approach helps his clients have confidence with their financial affairs, now and throughout their retirement.The most important thing to Kirk is his wife, Priscilla, and their children.Get a copy of our book, “Pursuing Wealthspan: How Science is Revolutionizing Wealth Management” visit: https://www.wealthspanadvisors.com/Investment Advisory Services are offered through Wealthspan Investment Management, LLC, a state-registered investment adviser. The commentary is for informational purposes only and should not be deemed as a solicitation to invest, or increase investments in any Wealthspan Investment Management, LLC products, or affiliated products. The information contained herein is not intended to provide any investment advice or provide the basis for any investment decisions. Please consult a qualified professional before making decisions about your financial situation. Information and commentary provided by Wealthspan Investment Management, LLC are opinions and should not be construed as facts. There can be no guarantee that any of the described objectives can be achieved. Past performance is not a guarantee of future results.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-jeff-stukey-kirk-ashburn-co-founders-of-wealthspan-advisors-discussing-financial-planning-for-couples

Influential Entrepreneurs with Mike Saunders, MBA
Interview with Jeremie Kubicek, Communicator, Serial Entrepreneur and Co-Founder of GiANT & Author of The Peace Index

Influential Entrepreneurs with Mike Saunders, MBA

Play Episode Listen Later Sep 8, 2022 23:45


Jeremie Kubicek is a powerful communicator, serial entrepreneur and content builder. He creates content used by some of the largest companies around the globe found in the books he has authored: The 100X Leader, 5 Voices, 5 Gears and the National Bestseller, Making Your Leadership Come Alive. His new book, The Peace Index, releases in the Fall of 2022.Jeremie is the Co-Founder of GiANT, a company that certifies coaches and consultants that serve companies and their employees.Jeremie has started over 20 companies while living in Oklahoma City, Moscow, Atlanta and London.Pick up a copy of the book:https://www.amazon.com/Peace-Index-Five-Part-Framework-Fulfillment/dp/1119985927/https://thepeaceindexbook.com/Learn more:https://www.jeremiekubicek.com/https://www.giantworldwide.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-jeremie-kubicek-communicator-serial-entrepreneur-and-co-founder-of-giant-author-of-the-peace-index

Influential Entrepreneurs with Mike Saunders, MBA
Interview With Jeff Stukey & Kirk Ashburn Co-Founders of Wealthspan Advisors Discussing Financial Planning For Couples

Influential Entrepreneurs with Mike Saunders, MBA

Play Episode Listen Later Sep 8, 2022 27:18


Jeff has been in the financial services business for over 20 years. Most of his time has been spent in executive-level roles helping train hundreds of financial advisors around the country on how to better plan for and serve their clients. He deeply understands financial planning and the financial products that can be used to create the desired outcome for clients.After watching his parents work hard, but struggle financially for most of his childhood and early adult life, Jeff set out to help clients become more educated and get better advice to help them grow and protect their wealth so they could live their best lives.Because of the experience gained over the last 20+ years, Jeff has been able to communicate well with clients, understand what they are trying to accomplish, and help put them in a position to really thrive in and throughout retirement.Kirk Ashburn is a highly trained professional with more than 15 years of industry experience. He has successfully been involved in helping individuals and families in Illinois and across the country to change the way they save and plan for their future as well as generations to come.Kirk focuses on providing retirement income planning services with the goal of educating clients as to their options for meeting their current financial needs, achieving their long-term financial goals, avoiding common retirement-planning mistakes and enjoying a lifetime of financial freedom. This approach helps his clients have confidence with their financial affairs, now and throughout their retirement.The most important thing to Kirk is his wife, Priscilla, and their children.Get a copy of our book, “Pursuing Wealthspan: How Science is Revolutionizing Wealth Management” visit: https://www.wealthspanadvisors.com/Investment Advisory Services are offered through Wealthspan Investment Management, LLC, a state-registered investment adviser. The commentary is for informational purposes only and should not be deemed as a solicitation to invest, or increase investments in any Wealthspan Investment Management, LLC products, or affiliated products. The information contained herein is not intended to provide any investment advice or provide the basis for any investment decisions. Please consult a qualified professional before making decisions about your financial situation. Information and commentary provided by Wealthspan Investment Management, LLC are opinions and should not be construed as facts. There can be no guarantee that any of the described objectives can be achieved. Past performance is not a guarantee of future results.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-jeff-stukey-kirk-ashburn-co-founders-of-wealthspan-advisors-discussing-financial-planning-for-couples

Influential Entrepreneurs with Mike Saunders, MBA
Interview with Ryan Federico, Agency Owner with Symmetry Financial Group

Influential Entrepreneurs with Mike Saunders, MBA

Play Episode Listen Later Sep 6, 2022 24:57


As an agency owner with Symmetry Financial Group, Ryan has scaled a consumer life insurance agency to $5MM in virtual / online policy sales in under 3 years.As co-host and founder of the “How to Sell Insurance” podcast, Ryan alongside his partners guide insurance agents to leverage technology / automation strategies and find success in the virtual sales environment.Ryan is certified in both NLP and NEPQ sales strategies, and is always finding new ways to deliver value to those who come into contact with him.Learn more: https://www.symmetryjobs.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-ryan-federico-agency-owner-with-symmetry-financial-group

Influential Entrepreneurs with Mike Saunders, MBA
Interview With Jeff Stukey & Jay Olshansky, Ph.D with of Wealthspan Advisors Discussing How Aging Science Impacts Retirement

Influential Entrepreneurs with Mike Saunders, MBA

Play Episode Listen Later Sep 6, 2022 25:15


Jeff has been in the financial services business for over 20 years. Most of his time has been spent in executive-level roles helping train hundreds of financial advisors around the country on how to better plan for and serve their clients. He deeply understands financial planning and the financial products that can be used to create the desired outcome for clients.After watching his parents work hard, but struggle financially for most of his childhood and early adult life, Jeff set out to help clients become more educated and get better advice to help them grow and protect their wealth so they could live their best lives.Because of the experience gained over the last 20+ years, Jeff has been able to communicate well with clients, understand what they are trying to accomplish, and help put them in a position to really thrive in and throughout retirement.S. Jay Olshansky received his Ph.D. in Sociology at the University of Chicago in 1984. He is currently a Professor in the School of Public Health at the University of Illinois at Chicago, Research Associate at the Center on Aging at the University of Chicago and at the London School of Hygiene and Tropical Medicine, and Chief Scientist at Lapetus Solutions, Inc.The focus of his research to date has been on estimates of the upper limits to human longevity, exploring the health and public policy implications associated with individual and population aging, forecasts of the size, survival, and age structure of the population, pursuit of the scientific means to slow aging in people (The Longevity Dividend), and global implications of the re-emergence of infectious and parasitic diseases.Dr. Olshansky is on the Board of Directors of the American Federation of Aging Research.Get a copy of our book, “Pursuing Wealthspan: How Science is Revolutionizing Wealth Management” visit: https://www.wealthspanadvisors.com/ Investment Advisory Services are offered through Wealthspan Investment Management, LLC, a state-registered investment adviser. The commentary is for informational purposes only and should not be deemed as a solicitation to invest, or increase investments in any Wealthspan Investment Management, LLC products, or affiliated products. The information contained herein is not intended to provide any investment advice or provide the basis for any investment decisions. Please consult a qualified professional before making decisions about your financial situation. Information and commentary provided by Wealthspan Investment Management, LLC are opinions and should not be construed as facts. There can be no guarantee that any of the described objectives can be achieved. Past performance is not a guarantee of future results.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-jeff-stukey-jay-olshansky-ph-d-with-of-wealthspan-advisors-discussing-how-aging-science-impacts-retirement

Business Innovators Radio
Interview With Jeff Stukey & Jay Olshansky, Ph.D with of Wealthspan Advisors Discussing How Aging Science Impacts Retirement

Business Innovators Radio

Play Episode Listen Later Sep 6, 2022 25:15


Jeff has been in the financial services business for over 20 years. Most of his time has been spent in executive-level roles helping train hundreds of financial advisors around the country on how to better plan for and serve their clients. He deeply understands financial planning and the financial products that can be used to create the desired outcome for clients.After watching his parents work hard, but struggle financially for most of his childhood and early adult life, Jeff set out to help clients become more educated and get better advice to help them grow and protect their wealth so they could live their best lives.Because of the experience gained over the last 20+ years, Jeff has been able to communicate well with clients, understand what they are trying to accomplish, and help put them in a position to really thrive in and throughout retirement.S. Jay Olshansky received his Ph.D. in Sociology at the University of Chicago in 1984. He is currently a Professor in the School of Public Health at the University of Illinois at Chicago, Research Associate at the Center on Aging at the University of Chicago and at the London School of Hygiene and Tropical Medicine, and Chief Scientist at Lapetus Solutions, Inc.The focus of his research to date has been on estimates of the upper limits to human longevity, exploring the health and public policy implications associated with individual and population aging, forecasts of the size, survival, and age structure of the population, pursuit of the scientific means to slow aging in people (The Longevity Dividend), and global implications of the re-emergence of infectious and parasitic diseases.Dr. Olshansky is on the Board of Directors of the American Federation of Aging Research.Get a copy of our book, “Pursuing Wealthspan: How Science is Revolutionizing Wealth Management” visit: https://www.wealthspanadvisors.com/ Investment Advisory Services are offered through Wealthspan Investment Management, LLC, a state-registered investment adviser. The commentary is for informational purposes only and should not be deemed as a solicitation to invest, or increase investments in any Wealthspan Investment Management, LLC products, or affiliated products. The information contained herein is not intended to provide any investment advice or provide the basis for any investment decisions. Please consult a qualified professional before making decisions about your financial situation. Information and commentary provided by Wealthspan Investment Management, LLC are opinions and should not be construed as facts. There can be no guarantee that any of the described objectives can be achieved. Past performance is not a guarantee of future results.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-jeff-stukey-jay-olshansky-ph-d-with-of-wealthspan-advisors-discussing-how-aging-science-impacts-retirement

Business Innovators Radio
Interview with Ryan Federico, Agency Owner with Symmetry Financial Group

Business Innovators Radio

Play Episode Listen Later Sep 6, 2022 24:57


As an agency owner with Symmetry Financial Group, Ryan has scaled a consumer life insurance agency to $5MM in virtual / online policy sales in under 3 years.As co-host and founder of the “How to Sell Insurance” podcast, Ryan alongside his partners guide insurance agents to leverage technology / automation strategies and find success in the virtual sales environment.Ryan is certified in both NLP and NEPQ sales strategies, and is always finding new ways to deliver value to those who come into contact with him.Learn more: https://www.symmetryjobs.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-ryan-federico-agency-owner-with-symmetry-financial-group

Business Innovators Radio
Interview with Christina Lael, Tax Attorney with Freedom Tax Plans Discussing How Business Owners Can Decrease Taxes Without Spending More

Business Innovators Radio

Play Episode Listen Later Sep 2, 2022 21:01


Christina Lael is a Certified Public Accountant, an attorney, a Certified Tax Planner, and a self-proclaimed “tax nerd.” She reads case law like some people binge-watch Netflix and gets excited when she discovers anything new. Apart from spending time with her family and playing golf or tennis, nothing gives her more pleasure than seeing the reaction her clients have when she demonstrates how much their new tax plan will save them.She is positively obsessed with helping clients structure their businesses in a way that legally saves them the maximum in taxes, funds their retirement accounts quicker, and avoids astronomical taxes when/if they sell.Christina is one of only 60 tax coaches certified by the American Institute of Certified Tax Planners™, the premier organization providing ongoing education in proactive tax-planning strategies.Christina is a frequent guest on popular podcasts, frequently speaks on changes in tax regulations, has released the book Thinking Outside The Tax Box, and is a popular instructor for several continuing education providers.Learn more: https://freedomtax.ioInfluential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-christina-lael-tax-attorney-with-freedom-tax-plans-discussing-how-business-owners-can-decrease-taxes-without-spending-more-money

Business Innovators Radio
Interview with Christina Lael, Tax Attorney with Freedom Tax Plans Discussing How to Successfully Pass an IRS Tax Audit

Business Innovators Radio

Play Episode Listen Later Sep 2, 2022 23:49


Christina Lael is a Certified Public Accountant, an attorney, a Certified Tax Planner, and a self-proclaimed “tax nerd.” She reads case law like some people binge-watch Netflix and gets excited when she discovers anything new. Apart from spending time with her family and playing golf or tennis, nothing gives her more pleasure than seeing the reaction her clients have when she demonstrates how much their new tax plan will save them.She is positively obsessed with helping clients structure their businesses in a way that legally saves them the maximum in taxes, funds their retirement accounts quicker, and avoids astronomical taxes when/if they sell.Christina is one of only 60 tax coaches certified by the American Institute of Certified Tax Planners™, the premier organization providing ongoing education in proactive tax-planning strategies.Christina is a frequent guest on popular podcasts, frequently speaks on changes in tax regulations, has released the book Thinking Outside The Tax Box, and is a popular instructor for several continuing education providers.Learn more: https://freedomtax.ioInfluential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-christina-lael-tax-attorney-with-freedom-tax-plans-discussing-how-to-successfully-pass-an-irs-tax-audit

Business Innovators Radio
Interview with Chris Hervochon, Founder of Better Way CPA: Accounting for Marketing Agencies and Nonprofit Organizations

Business Innovators Radio

Play Episode Listen Later Sep 2, 2022 22:08


Chris Hervochon, CPA, CVA is the sole proprietor of his own CPA firm, provides outsourced accounting and tax preparation services primarily for marketing and creative agencies. Before founding his firm, Chris spent ten years working in forensic accounting and corporate accounting and finance. He has been featured in numerous publications, including the Journal of Accountancy and South Carolina CPA Report, AICPA Certificates Wall of Fame, Accounting Today, AMEX Open Forum, LendingTree, CMSWire, CEO Blog Nation, and WinSavvy, as well as a number of podcasts, for his industry-specific knowledge and accounting expertise.In 2018, Chris was one of only 41 CPAs honored by the American Institute of CPAs (AICPA) as a member of the Leadership Academy's tenth graduating class. He was selected based on his exceptional leadership skills and professional experience for the four-day Leadership Academy program, which he graduated from in October 2018. In 2019, he was selected as one of CPA Practice Advisor's 40 Under 40.When he is not helping clients build and grow their companies and agencies, Chris enjoys spending time with his wife and three young kids, playing golf,obsessing over efficient workflows, listening to Metallica, and rooting for his beloved Philadelphia Eagles. Every April, you can find him on the 18th hole of Harbour Town Golf Links volunteering as a Marshall at the PGA Tour's RBC Heritage event.Learn more: https://www.betterwaycpa.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-chris-hervochon-founder-of-better-way-cpa-accounting-for-marketing-agencies-and-nonprofit-organizations

Business Innovators Radio
Interview with Dennis Bays President of The AmeriCore Group Discussing Tax Incentives for Business Owners

Business Innovators Radio

Play Episode Listen Later Sep 2, 2022 17:28


I've always been interested in business and making money. I got my first job at 13 and my first employee 6 months later. At the age of 16 with the help of my father I bought my first duplex. So I guess business has been a passion for over 40 years. Through the years I've grown and sold businesses, worked with banks, CPA's and Attorneys. I've funded over 150 million into many businesses over the years. I have helped some exit and sell while structuring to sale to avoid or mitigate Capital Gain taxes.The life cycle of a business has a similar pattern so lessons learned in one business can often be used in another. Think of knowledge as one of the most valuable commodities you should acquire.My goal has always been to help other business owners earn more while paying less in taxes. Because for those who work hard to employee themselves or others their goal is to keep as much as is legally allowed so they and their family can be as safe as possible.Learn More: https://americoreusa.com/ or give us a call at 747-224-8110Contact us today for a complimentary analysis of your financial position to see where you can benefit. Remember, the dollars saved today are dollars plus growth you will have in retirement.Licensed Insurance Specialist | 0D72205Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-dennis-bays-president-of-the-americore-group-discussing-tax-incentives-for-business-owners

Influential Entrepreneurs with Mike Saunders, MBA
Interview with Christina Lael, Tax Attorney with Freedom Tax Plans Discussing How Business Owners Can Decrease Taxes Without Spending More

Influential Entrepreneurs with Mike Saunders, MBA

Play Episode Listen Later Sep 2, 2022 21:01


Christina Lael is a Certified Public Accountant, an attorney, a Certified Tax Planner, and a self-proclaimed “tax nerd.” She reads case law like some people binge-watch Netflix and gets excited when she discovers anything new. Apart from spending time with her family and playing golf or tennis, nothing gives her more pleasure than seeing the reaction her clients have when she demonstrates how much their new tax plan will save them.She is positively obsessed with helping clients structure their businesses in a way that legally saves them the maximum in taxes, funds their retirement accounts quicker, and avoids astronomical taxes when/if they sell.Christina is one of only 60 tax coaches certified by the American Institute of Certified Tax Planners™, the premier organization providing ongoing education in proactive tax-planning strategies.Christina is a frequent guest on popular podcasts, frequently speaks on changes in tax regulations, has released the book Thinking Outside The Tax Box, and is a popular instructor for several continuing education providers.Learn more: https://freedomtax.ioInfluential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-christina-lael-tax-attorney-with-freedom-tax-plans-discussing-how-business-owners-can-decrease-taxes-without-spending-more-money

Influential Entrepreneurs with Mike Saunders, MBA
Interview with Christina Lael, Tax Attorney with Freedom Tax Plans Discussing How to Successfully Pass an IRS Tax Audit

Influential Entrepreneurs with Mike Saunders, MBA

Play Episode Listen Later Sep 2, 2022 23:49


Christina Lael is a Certified Public Accountant, an attorney, a Certified Tax Planner, and a self-proclaimed “tax nerd.” She reads case law like some people binge-watch Netflix and gets excited when she discovers anything new. Apart from spending time with her family and playing golf or tennis, nothing gives her more pleasure than seeing the reaction her clients have when she demonstrates how much their new tax plan will save them.She is positively obsessed with helping clients structure their businesses in a way that legally saves them the maximum in taxes, funds their retirement accounts quicker, and avoids astronomical taxes when/if they sell.Christina is one of only 60 tax coaches certified by the American Institute of Certified Tax Planners™, the premier organization providing ongoing education in proactive tax-planning strategies.Christina is a frequent guest on popular podcasts, frequently speaks on changes in tax regulations, has released the book Thinking Outside The Tax Box, and is a popular instructor for several continuing education providers.Learn more: https://freedomtax.ioInfluential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-christina-lael-tax-attorney-with-freedom-tax-plans-discussing-how-to-successfully-pass-an-irs-tax-audit

Influential Entrepreneurs with Mike Saunders, MBA
Interview with Chris Hervochon, Founder of Better Way CPA: Accounting for Marketing Agencies and Nonprofit Organizations

Influential Entrepreneurs with Mike Saunders, MBA

Play Episode Listen Later Sep 2, 2022 22:08


Chris Hervochon, CPA, CVA is the sole proprietor of his own CPA firm, provides outsourced accounting and tax preparation services primarily for marketing and creative agencies. Before founding his firm, Chris spent ten years working in forensic accounting and corporate accounting and finance. He has been featured in numerous publications, including the Journal of Accountancy and South Carolina CPA Report, AICPA Certificates Wall of Fame, Accounting Today, AMEX Open Forum, LendingTree, CMSWire, CEO Blog Nation, and WinSavvy, as well as a number of podcasts, for his industry-specific knowledge and accounting expertise.In 2018, Chris was one of only 41 CPAs honored by the American Institute of CPAs (AICPA) as a member of the Leadership Academy's tenth graduating class. He was selected based on his exceptional leadership skills and professional experience for the four-day Leadership Academy program, which he graduated from in October 2018. In 2019, he was selected as one of CPA Practice Advisor's 40 Under 40.When he is not helping clients build and grow their companies and agencies, Chris enjoys spending time with his wife and three young kids, playing golf,obsessing over efficient workflows, listening to Metallica, and rooting for his beloved Philadelphia Eagles. Every April, you can find him on the 18th hole of Harbour Town Golf Links volunteering as a Marshall at the PGA Tour's RBC Heritage event.Learn more: https://www.betterwaycpa.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-chris-hervochon-founder-of-better-way-cpa-accounting-for-marketing-agencies-and-nonprofit-organizations

Influential Entrepreneurs with Mike Saunders, MBA
Interview with Dennis Bays President of The AmeriCore Group Discussing Tax Incentives for Business Owners

Influential Entrepreneurs with Mike Saunders, MBA

Play Episode Listen Later Sep 2, 2022 17:28


I've always been interested in business and making money. I got my first job at 13 and my first employee 6 months later. At the age of 16 with the help of my father I bought my first duplex. So I guess business has been a passion for over 40 years. Through the years I've grown and sold businesses, worked with banks, CPA's and Attorneys. I've funded over 150 million into many businesses over the years. I have helped some exit and sell while structuring to sale to avoid or mitigate Capital Gain taxes.The life cycle of a business has a similar pattern so lessons learned in one business can often be used in another. Think of knowledge as one of the most valuable commodities you should acquire.My goal has always been to help other business owners earn more while paying less in taxes. Because for those who work hard to employee themselves or others their goal is to keep as much as is legally allowed so they and their family can be as safe as possible.Learn More: https://americoreusa.com/ or give us a call at 747-224-8110Contact us today for a complimentary analysis of your financial position to see where you can benefit. Remember, the dollars saved today are dollars plus growth you will have in retirement.Licensed Insurance Specialist | 0D72205Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-dennis-bays-president-of-the-americore-group-discussing-tax-incentives-for-business-owners

Influential Entrepreneurs with Mike Saunders, MBA
Interview with Bill Fairman Co-Founder of Carolina Capital Management

Influential Entrepreneurs with Mike Saunders, MBA

Play Episode Listen Later Sep 1, 2022 39:45


Bill is a private lender that specializes in short-term purchase money loans with a construction component for real estate investors/builders in the Southeast.Also, a managing member of Carolina Capital Management, the manager of Carolina Capital Reserve Fund I, a Private Pool Mortgage Fund created to raise capital fromaccredited investors and deploy it into real estate secured loans. He is responsible for raising capital and managing the day-to-day operations of the fund and management company.A regular speaker at real estate investor and private lending events around the country,Bill has 30 years of mortgage experience that includes residential and commercial, the vast majority of that time spent in the wholesale space.He has had a unique opportunity to be involved in literally thousands of mortgage transactions and thus has seen almost every type of scenario play out, both good and bad, giving him a unique depth of experience in the real estate investment space.One of the most common questions I get is how can I put my money to work like the bank?The next step for you would be to click the link below to schedule your free 30min “Be the Bank” strategy call.http://www.carolinahardmoney.com | https://BillFairman.comInfluential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-bill-fairman-co-founder-of-carolina-capital-management

Influential Entrepreneurs with Mike Saunders, MBA
Interview With Susan Heartlight Author of One Power For Good

Influential Entrepreneurs with Mike Saunders, MBA

Play Episode Listen Later Aug 31, 2022 26:05


Susan Heartlight's dream was to be an author and is now the award winning author of her book, One Power For Good Actions to Create Joy in Your Life! Susan began in the service industry serving food as a waitress at the age of 16; she then became a hostess. She learned the importance of customer service and teamwork. As a bank clerk she learned about money and the importance of every penny. As a massage therapist and Reiki Master; she became a Master Spiritual Healer, aware of the importance of rest and caring for our mind and body. As a licensed therapist for 23 years Susan learned the dedication it takes to build a business and experienced great joy being there to shine a light on her client's issues, that created obstacles as she offered them a new way of looking at them. Susan worked for the Los Angeles Superior Court for over 15 years serving and protecting people who could not protect themselves.Buy her book: https://www.amazon.com/ONE-POWER-GOOD-Actions-Create-ebook/dp/B08TQXLGJ4/Think Positive – Love Being Alive!Whatever your dream may be keep it alive on your journey as you gather all of the components that make up who you are. Faith, Love and Hope are available to guide you and the right and perfect people come into your life to give you support when you stumble.Get back up, Think Positive and Love Being Alive!Learn More: https://heartlight360.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-susan-heartlight-author-of-one-power-for-good

Influential Entrepreneurs with Mike Saunders, MBA
Interview with Christina Lael, Tax Attorney with Freedom Tax Plans Discussing How Business Owners Can Decrease Taxes Without Spending More

Influential Entrepreneurs with Mike Saunders, MBA

Play Episode Listen Later Aug 31, 2022 20:48


Christina Lael is a Certified Public Accountant, an attorney, a Certified Tax Planner, and a self-proclaimed “tax nerd.” She reads case law like some people binge-watch Netflix and gets excited when she discovers anything new. Apart from spending time with her family and playing golf or tennis, nothing gives her more pleasure than seeing the reaction her clients have when she demonstrates how much their new tax plan will save them.She is positively obsessed with helping clients structure their businesses in a way that legally saves them the maximum in taxes, funds their retirement accounts quicker, and avoids astronomical taxes when/if they sell.Christina is one of only 60 tax coaches certified by the American Institute of Certified Tax Planners™, the premier organization providing ongoing education in proactive tax-planning strategies.Christina is a frequent guest on popular podcasts, frequently speaks on changes in tax regulations, has released the book Thinking Outside The Tax Box, and is a popular instructor for several continuing education providers.Learn more: https://freedomtax.ioInfluential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-christina-lael-tax-attorney-with-freedom-tax-plans-discussing-how-business-owners-can-decrease-taxes-without-spending-more-money

Influential Entrepreneurs with Mike Saunders, MBA
Interview with Marta Skik Harich, Wealth & Profitability Strategist-Founder & CEO of Prestige Business Enterprises

Influential Entrepreneurs with Mike Saunders, MBA

Play Episode Listen Later Aug 31, 2022 30:35


Marta Skik Harich is a business advisor who has been in the accounting and tax industry for over 2 decades. Her vast experience with strategic tax planning has provided her clients with the tools necessary to proactively create wealth and profitability with their business. Marta is a CPA and holds a Master of Accounting with a Specialization in Finance and is a member in several business organizations and masterminds. She is a leader and discovered her passion to build opportunities for others and watch them grow to their finest potential. Marta founded her own tax and accounting firm and created it differently from the traditional mold. The firm not only focuses on tax returns and financial statements but on how to create opportunity and strategy for clients to achieve a desired quality of life. Marta is an avid traveler who is passionate about creating success at all levels: life, family, business, motherhood, and marriage. When not at the office Marta loves to read, attend sporting activities, dance, play the piano, and skydive.Connect with me on my 360 site and I will be happy to provide a complimentary review of your current tax strategy.https://martash360.comInfluential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-marta-skik-harich-wealth-profitability-strategist-founder-ceo-of-prestige-business-enterprises