Podcast appearances and mentions of mike saundershttps

Michael McMillan is the President of Financialize, where he leads the company's transformation into one of the insurance industry's most innovative lead generation and sales enablement platforms. With a background spanning contact centers, SaaS, revenue operations, and customer experience, Michael brings a rare combination of operational rigor and entrepreneurial vision.At Financialize, he is driving growth through advanced technology, transparent pricing models, and a relentless focus on agent success — guided by the company's North Star: “If our agents win, we win.” His leadership is marked by building scalable systems, streamlining operations, and empowering teams to deliver measurable results.Learn More: https://financialize.com/Financialize.com LLC is a marketing and lead generation company. We are not a licensed insurance agency, and we do not provide tax, legal, or investment advice. Leads generated by Financialize are referred only to licensed professionals who are authorized to discuss and recommend insurance and financial products. All financial decisions should be made in consultation with a licensed advisor who understands your specific situation. “At Financialize, we don't just generate leads—we build platforms that help agents perform at their highest level. My background in sales and marketing training has shown me that when agents are given the right tools, coaching, and clarity, they deliver better results for families. Our focus is always on helping agents win, because when agents succeed, clients achieve their retirement goals with confidence.” – Michael McMillan, President of FinancializeInfluential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-michael-mcmillan-president-of-financialize-discussing-lead-generation-for-financial-advisors

Michael McMillan is the President of Financialize, where he leads the company's transformation into one of the insurance industry's most innovative lead generation and sales enablement platforms. With a background spanning contact centers, SaaS, revenue operations, and customer experience, Michael brings a rare combination of operational rigor and entrepreneurial vision.At Financialize, he is driving growth through advanced technology, transparent pricing models, and a relentless focus on agent success — guided by the company's North Star: “If our agents win, we win.” His leadership is marked by building scalable systems, streamlining operations, and empowering teams to deliver measurable results.Learn More: https://financialize.com/Financialize.com LLC is a marketing and lead generation company. We are not a licensed insurance agency, and we do not provide tax, legal, or investment advice. Leads generated by Financialize are referred only to licensed professionals who are authorized to discuss and recommend insurance and financial products. All financial decisions should be made in consultation with a licensed advisor who understands your specific situation. “At Financialize, we don't just generate leads—we build platforms that help agents perform at their highest level. My background in sales and marketing training has shown me that when agents are given the right tools, coaching, and clarity, they deliver better results for families. Our focus is always on helping agents win, because when agents succeed, clients achieve their retirement goals with confidence.” – Michael McMillan, President of FinancializeInfluential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-michael-mcmillan-president-of-financialize-discussing-lead-generation-for-financial-advisors

Owen Edwards was born and raised in Northeastern Pennsylvania, where he continues to live and serve his community through his financial advisory practice. With nearly 30 years of experience, he is dedicated to empowering individuals and families to achieve financial freedom through education—bringing clarity to complex choices and guiding them toward confident, informed decisions. Owen is a Certified Financial Fiduciary® and holds a Certificate in Financial Planning from Boston University.Ready for clarity and confidence in your retirement plan? Schedule a complimentary consultation today.Learn more: https://edwardsinvestments.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-owen-edwards-with-edwards-investments-overcoming-fears-and-achieving-financial-peace-of-mind

Owen Edwards was born and raised in Northeastern Pennsylvania, where he continues to live and serve his community through his financial advisory practice. With nearly 30 years of experience, he is dedicated to empowering individuals and families to achieve financial freedom through education—bringing clarity to complex choices and guiding them toward confident, informed decisions. Owen is a Certified Financial Fiduciary® and holds a Certificate in Financial Planning from Boston University.Ready for clarity and confidence in your retirement plan? Schedule a complimentary consultation today.Learn more: https://edwardsinvestments.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-owen-edwards-with-edwards-investments-overcoming-fears-and-achieving-financial-peace-of-mind

Owen Edwards was born and raised in Northeastern Pennsylvania, where he continues to live and serve his community through his financial advisory practice. With nearly 30 years of experience, he is dedicated to empowering individuals and families to achieve financial freedom through education—bringing clarity to complex choices and guiding them toward confident, informed decisions. Owen is a Certified Financial Fiduciary® and holds a Certificate in Financial Planning from Boston University.Ready for clarity and confidence in your retirement plan? Schedule a complimentary consultation today.Learn more: https://edwardsinvestments.com/Please keep in mind this must be disclosed at the beginning of the podcast – If you are putting it at the end, we need a minimum of the IAR disclosure in the beginning and information letting them know full disclosures are available at the end of the podcast. Advisory services are offered through Royal Fund Management, LLC, Royal Fund Management LLC is registered as an investment adviser with the SEC and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Insurance products offered through Edwards investments LLC. Insurance guarantees are subject to the claims-paying ability of the issuing company. The adviser is paid commissions on the sale of insurance products.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-owen-edwards-with-edwards-investments-building-a-reliable-retirement-income-plan

Jon Hilley started his career at Goldman Sachs. 3 years ago, he founded 1031 Specialists, a Qualified Intermediary that facilitates 1031 exchanges for real estate investors across the country. They are growing rapidly and are already a top 10 firm in the industry.Learn more: https://www.1031specialists.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-jon-hilley-founder-of-1031-specialists

Owen Edwards was born and raised in Northeastern Pennsylvania, where he continues to live and serve his community through his financial advisory practice. With nearly 30 years of experience, he is dedicated to empowering individuals and families to achieve financial freedom through education—bringing clarity to complex choices and guiding them toward confident, informed decisions. Owen is a Certified Financial Fiduciary® and holds a Certificate in Financial Planning from Boston University.Ready for clarity and confidence in your retirement plan? Schedule a complimentary consultation today.Learn more: https://edwardsinvestments.com/Advisory services are offered through Royal Fund Management, LLC, Royal Fund Management LLC is registered as an investment adviser with the SEC and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Insurance products offered through Edwards investments LLC. Insurance guarantees are subject to the claims-paying ability of the issuing company. The adviser is paid commissions on the sale of insurance products.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-owen-edwards-with-edwards-investments-gaining-confidence-in-your-financial-future

Owen Edwards was born and raised in Northeastern Pennsylvania, where he continues to live and serve his community through his financial advisory practice. With nearly 30 years of experience, he is dedicated to empowering individuals and families to achieve financial freedom through education—bringing clarity to complex choices and guiding them toward confident, informed decisions. Owen is a Certified Financial Fiduciary® and holds a Certificate in Financial Planning from Boston University.Ready for clarity and confidence in your retirement plan? Schedule a complimentary consultation today.Learn more: https://edwardsinvestments.com/Please keep in mind this must be disclosed at the beginning of the podcast – If you are putting it at the end, we need a minimum of the IAR disclosure in the beginning and information letting them know full disclosures are available at the end of the podcast. Advisory services are offered through Royal Fund Management, LLC, Royal Fund Management LLC is registered as an investment adviser with the SEC and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Insurance products offered through Edwards investments LLC. Insurance guarantees are subject to the claims-paying ability of the issuing company. The adviser is paid commissions on the sale of insurance products.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-owen-edwards-with-edwards-investments-building-a-reliable-retirement-income-plan

Jon Hilley started his career at Goldman Sachs. 3 years ago, he founded 1031 Specialists, a Qualified Intermediary that facilitates 1031 exchanges for real estate investors across the country. They are growing rapidly and are already a top 10 firm in the industry.Learn more: https://www.1031specialists.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-jon-hilley-founder-of-1031-specialists

Owen Edwards was born and raised in Northeastern Pennsylvania, where he continues to live and serve his community through his financial advisory practice. With nearly 30 years of experience, he is dedicated to empowering individuals and families to achieve financial freedom through education—bringing clarity to complex choices and guiding them toward confident, informed decisions. Owen is a Certified Financial Fiduciary® and holds a Certificate in Financial Planning from Boston University.Ready for clarity and confidence in your retirement plan? Schedule a complimentary consultation today.Learn more: https://edwardsinvestments.com/Advisory services are offered through Royal Fund Management, LLC, Royal Fund Management LLC is registered as an investment adviser with the SEC and only transacts business in states where it is properly registered or is excluded or exempted from registration requirements. SEC registration does not constitute an endorsement of the firm by the Commission nor does it indicate that the adviser has attained a particular level of skill or ability. Insurance products offered through Edwards investments LLC. Insurance guarantees are subject to the claims-paying ability of the issuing company. The adviser is paid commissions on the sale of insurance products.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-owen-edwards-with-edwards-investments-gaining-confidence-in-your-financial-future

BROOKE LIVELY is the founder and CEO of Cathedral Capital. She earned her MBA in investments and corporate finance. Brooke built a seven-figure company in under two years before starting her own company, Cathedral Capital. As a Chartered Financial Analyst (CFA), she and her team have worked with Hall of Famers, Inc. 5000 businesses, CEOs, and small business owners. With expertise in growth management, creative problem-solving, and profitability strategy, Brooke was named to the “Top 25 Women to Watch” and “Fort Worth's 2016 CFOs of the Year” lists. She is a highly regarded speaker and the author of several books. Brooke has been featured in international media, including Forbes, Fort Worth Business Press, Diversity Journal, Attorney at Work, and on podcasts, such as Playmakers and Find Your Tribe.Learn more: http://cathcap.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-brooke-lively-founder-and-ceo-of-cathcap

BROOKE LIVELY is the founder and CEO of Cathedral Capital. She earned her MBA in investments and corporate finance. Brooke built a seven-figure company in under two years before starting her own company, Cathedral Capital. As a Chartered Financial Analyst (CFA), she and her team have worked with Hall of Famers, Inc. 5000 businesses, CEOs, and small business owners. With expertise in growth management, creative problem-solving, and profitability strategy, Brooke was named to the “Top 25 Women to Watch” and “Fort Worth's 2016 CFOs of the Year” lists. She is a highly regarded speaker and the author of several books. Brooke has been featured in international media, including Forbes, Fort Worth Business Press, Diversity Journal, Attorney at Work, and on podcasts, such as Playmakers and Find Your Tribe.Learn more: http://cathcap.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-brooke-lively-founder-and-ceo-of-cathcap

Known as the Rapid Growth guy, Matthew Pollard is responsible for five multimillion-dollar business success stories, all before the age of 30. His humble beginnings, the adversities he faced, and his epic rise to success show that anyone, with the right motivation and the right strategies, can achieve anything they set their mind to. Today, Forbes calls him “the real deal,” Global Gurus lists him as a Top 30 Sales Professional, SellingPower Magazine just named him their 2023 Sales Kickoff Speaker of the Year, Sales World Magazine lists him as a Top 50 Speaker, and BigSpeak highlights him as an internationalTop 10 Sales Trainer. He's also the founder of Introvertu.com and the bestselling author of The Introvert's Edge book series, which has sold over 100,000 copies and been translated into 15 languages.Learn More: https://matthewpollard.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-matthew-pollard-the-rapid-growth-guy

Known as the Rapid Growth guy, Matthew Pollard is responsible for five multimillion-dollar business success stories, all before the age of 30. His humble beginnings, the adversities he faced, and his epic rise to success show that anyone, with the right motivation and the right strategies, can achieve anything they set their mind to. Today, Forbes calls him “the real deal,” Global Gurus lists him as a Top 30 Sales Professional, SellingPower Magazine just named him their 2023 Sales Kickoff Speaker of the Year, Sales World Magazine lists him as a Top 50 Speaker, and BigSpeak highlights him as an internationalTop 10 Sales Trainer. He's also the founder of Introvertu.com and the bestselling author of The Introvert's Edge book series, which has sold over 100,000 copies and been translated into 15 languages.Learn More: https://matthewpollard.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-matthew-pollard-the-rapid-growth-guy

Curt Moore is the Founder and President of Moat Title Security Co.Mr. Moore graduated in 1991 from the University of Northern Colorado with a Bachelor's Degree in Business Administration – Marketing. Mr. Moore enjoyed a career in the Energy industry spanning thirty years in the fields of Land Management, Regulatory and Governmental Affairs, and retired to spend time on Moat in 2021. Mr. Moore founded Moat on a simple principle of protecting homeowners from home title identity theft using copyrighted legal documents prepared by licensed agents operating in markets on a local level with a focus on customer service and the communities where Moat is present.Learn more: http://moattitlesecurity.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-curt-moore-founder-and-president-of-moat-title-security-co

Curt Moore is the Founder and President of Moat Title Security Co.Mr. Moore graduated in 1991 from the University of Northern Colorado with a Bachelor's Degree in Business Administration – Marketing. Mr. Moore enjoyed a career in the Energy industry spanning thirty years in the fields of Land Management, Regulatory and Governmental Affairs, and retired to spend time on Moat in 2021. Mr. Moore founded Moat on a simple principle of protecting homeowners from home title identity theft using copyrighted legal documents prepared by licensed agents operating in markets on a local level with a focus on customer service and the communities where Moat is present.Learn more: http://moattitlesecurity.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-curt-moore-founder-and-president-of-moat-title-security-co

Allen Masri's wife, and 2 children have called sunny South Florida home for 55 years. As a federal employee benefits consultant and previous host of the Safe Money Income Retirement radio show, Allen is a financial educator who has helped people from all walks of life to be well prepared for their retirement years. Allen has made it his mission to educate retirees and those nearing retirement to achieve a secure financial future by protecting their hard-earned money from losses, fees, and inflation. Not one of his clients has ever lost a penny due to market downturns.Learn more: https://safemoneyforincome.com/This material is for educational purposes only and not meant for any financial or tax adviceInfluential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-allen-masri-founder-of-safe-money-income-insurance-discussing-navigating-retirement-with-confidence

Allen Masri's wife, and 2 children have called sunny South Florida home for 55 years. As a federal employee benefits consultant and previous host of the Safe Money Income Retirement radio show, Allen is a financial educator who has helped people from all walks of life to be well prepared for their retirement years. Allen has made it his mission to educate retirees and those nearing retirement to achieve a secure financial future by protecting their hard-earned money from losses, fees, and inflation. Not one of his clients has ever lost a penny due to market downturns.Learn more: https://safemoneyforincome.com/This material is for educational purposes only and not meant for any financial or tax adviceInfluential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-allen-masri-founder-of-safe-money-income-insurance-discussing-navigating-retirement-with-confidence

Paige Velasquez Budde is a veteran marketer, entrepreneur, author and keynote speaker.She is a co-founding partner and the CEO of Zilker Media, an Austin-based agency that builds trusted companies and leaders. During her tenure as CEO, the Austin Business Journal has named Zilker Media one of the city's fastest-growing companies as well as one of its best places to work, two years in a row. It has also been listed on Austin Inno's list of “Coolest Companies.”Paige is the author of the forthcoming book The Strategic Business Influencer: How to Build a Big Brand with a Small Budget (launching November 2025), which offers a research-backed framework to help business leaders create scalable, trust-based influence, even without big budgets. The book includes case studies from entrepreneurs across multiple industries and introduces Paige's signature concept: the Influence ID.She speaks to leaders about strategic business influence and people-driven marketing at many conferences and corporate events, including organizations such as Ernst & Young, JPMorgan Chase, Harvard Medical School, The University of Texas, Camp Gladiator, Entrepreneurs Organization, and the Women Presidents Organization. She delivered a TEDx Talk at the University of Texas Business School in March 2023. Her approach to people-driven marketing has been featured in media outlets such as Inc., Thrive Global, KevinMD, Texas CEO Magazine, Authority Magazine, Business News Daily, and Business.com.She has led marketing campaigns and strategies for some of the world's most recognized authorities. She has been named a finalist for the Austin Business Journal's Women in Business and Austin Under 40.Paige is passionate about community involvement and volunteers her time with several organizations. One is Texas Tower, a collegiate publicity organization for her alma mater, the University of Texas at Austin, where Paige teaches students about the PR and marketing industry. Paige loves spending time mentoring aspiring women entrepreneurs and leaders through programs like Kendra Scott's Entrepreneurial Leadership Institute at The University of Texas at Austin and ABBA's Emerging Leaders Initiative. She is also a member of Entrepreneurs Organization, Women Presidents Organization, C12, and the Austin Business Journal BizWomen Leadership Council. She resides west of Austin in Dripping Springs with her husband, Jordan and son, Landry.To learn more about her book and resources, visit www.paigevelasquezbudde.comhttps://zilkermedia.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-paige-velasquez-budde-co-founding-partner-and-ceo-of-zilker-media

Paige Velasquez Budde is a veteran marketer, entrepreneur, author and keynote speaker.She is a co-founding partner and the CEO of Zilker Media, an Austin-based agency that builds trusted companies and leaders. During her tenure as CEO, the Austin Business Journal has named Zilker Media one of the city's fastest-growing companies as well as one of its best places to work, two years in a row. It has also been listed on Austin Inno's list of “Coolest Companies.”Paige is the author of the forthcoming book The Strategic Business Influencer: How to Build a Big Brand with a Small Budget (launching November 2025), which offers a research-backed framework to help business leaders create scalable, trust-based influence, even without big budgets. The book includes case studies from entrepreneurs across multiple industries and introduces Paige's signature concept: the Influence ID.She speaks to leaders about strategic business influence and people-driven marketing at many conferences and corporate events, including organizations such as Ernst & Young, JPMorgan Chase, Harvard Medical School, The University of Texas, Camp Gladiator, Entrepreneurs Organization, and the Women Presidents Organization. She delivered a TEDx Talk at the University of Texas Business School in March 2023. Her approach to people-driven marketing has been featured in media outlets such as Inc., Thrive Global, KevinMD, Texas CEO Magazine, Authority Magazine, Business News Daily, and Business.com.She has led marketing campaigns and strategies for some of the world's most recognized authorities. She has been named a finalist for the Austin Business Journal's Women in Business and Austin Under 40.Paige is passionate about community involvement and volunteers her time with several organizations. One is Texas Tower, a collegiate publicity organization for her alma mater, the University of Texas at Austin, where Paige teaches students about the PR and marketing industry. Paige loves spending time mentoring aspiring women entrepreneurs and leaders through programs like Kendra Scott's Entrepreneurial Leadership Institute at The University of Texas at Austin and ABBA's Emerging Leaders Initiative. She is also a member of Entrepreneurs Organization, Women Presidents Organization, C12, and the Austin Business Journal BizWomen Leadership Council. She resides west of Austin in Dripping Springs with her husband, Jordan and son, Landry.To learn more about her book and resources, visit www.paigevelasquezbudde.comhttps://zilkermedia.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-paige-velasquez-budde-co-founding-partner-and-ceo-of-zilker-media

Dan is an alumnus of the University of Utah (psychology); a University Professor, Podcast Host, New York Times Best Selling Author of 35 books, and a primary contributing author to the Chicken Soup for the Soul series. One of Dan's famous storie,s ‘Puppies For Sale' was made into a film at Paramount Studios starring Jack Lemmon.As a master storyteller, Dan has been published in over 50 million books in 40 languages worldwide; has appeared on over 500 TV and radio programs, including Oprah, Glenn Beck, NPR, and Voices of America/Radio Free Europe. Dan teaches to focus on what matters most, which is what lasts the longest – knowing the goal is not to live forever, but to create something that will.Learn More: https://danclark360.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-dan-clark-hall-of-fame-speaker-ny-times-bestselling-author-of-37-books-and-master-storyteller

Dan is an alumnus of the University of Utah (psychology); a University Professor, Podcast Host, New York Times Best Selling Author of 35 books, and a primary contributing author to the Chicken Soup for the Soul series. One of Dan's famous storie,s ‘Puppies For Sale' was made into a film at Paramount Studios starring Jack Lemmon.As a master storyteller, Dan has been published in over 50 million books in 40 languages worldwide; has appeared on over 500 TV and radio programs, including Oprah, Glenn Beck, NPR, and Voices of America/Radio Free Europe. Dan teaches to focus on what matters most, which is what lasts the longest – knowing the goal is not to live forever, but to create something that will.Learn More: https://danclark360.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-dan-clark-hall-of-fame-speaker-ny-times-bestselling-author-of-37-books-and-master-storyteller

Paul Castner is President and Co-Founder of C & K Healthcare Advisors, one of the insurance industry's most innovative agent-focused organizations. With extensive experience at top Medicare carriers and a passion for helping seniors navigate healthcare costs, Paul has revolutionized how insurance professionals serve their clients. Under his leadership, C & K Healthcare Advisors has grown from a regional operation to a nationally recognized organization known for its cutting-edge technology, comprehensive training systems, and unwavering commitment to agent success. Based in Pittsburgh, Pennsylvania, Paul continues to mentor agents while building the future of insurance services. His first book is set to launch on Amazon in the next few weeks.Learn more: http://www.ckhealthcareadvisors.com/Plans and products may not be available in all areas. Certain exclusions and limitations may apply.Our Website serves as an educational invitation for you, the customer, to inquire about further information regarding your health insurance options, and submission of your contact information constitutes as permission for a Licensed Insurance Representative to contact you with further information, including complete details on cost and coverage of this insurance. Contact will be made by a licensed insurance agent/producer or insurance company.We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. This is a solicitation for Insurance.C & K Healthcare Advisors, LLC and their agents are licensed and certified representatives of a Health and Life Insurance organization. Enrollment in any plan depends on contract renewal.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-paul-castner-w-c-k-healthcare-advisors-becoming-the-business-owners-trusted-advisor

Allen Masri's wife, and 2 children have called sunny South Florida home for 55 years. As a federal employee benefits consultant and previous host of the Safe Money Income Retirement radio show, Allen is a financial educator who has helped people from all walks of life to be well prepared for their retirement years. Allen has made it his mission to educate retirees and those nearing retirement to achieve a secure financial future by protecting their hard-earned money from losses, fees, and inflation. Not one of his clients has ever lost a penny due to market downturns.Learn more: www.safemoneyforincome.comThis material is for educational purposes only and not meant for any financial or tax adviceInfluential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-allen-masri-founder-of-safe-money-income-insurance-discussing-overcoming-the-fear-of-outliving-your-money

Allen Masri's wife, and 2 children have called sunny South Florida home for 55 years. As a federal employee benefits consultant and previous host of the Safe Money Income Retirement radio show, Allen is a financial educator who has helped people from all walks of life to be well prepared for their retirement years. Allen has made it his mission to educate retirees and those nearing retirement to achieve a secure financial future by protecting their hard-earned money from losses, fees, and inflation. Not one of his clients has ever lost a penny due to market downturns.Learn more: www.safemoneyforincome.comThis material is for educational purposes only and not meant for any financial or tax adviceInfluential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-allen-masri-founder-of-safe-money-income-insurance-discussing-overcoming-the-fear-of-outliving-your-money

Paul Castner is President and Co-Founder of C & K Healthcare Advisors, one of the insurance industry's most innovative agent-focused organizations. With extensive experience at top Medicare carriers and a passion for helping seniors navigate healthcare costs, Paul has revolutionized how insurance professionals serve their clients. Under his leadership, C & K Healthcare Advisors has grown from a regional operation to a nationally recognized organization known for its cutting-edge technology, comprehensive training systems, and unwavering commitment to agent success. Based in Pittsburgh, Pennsylvania, Paul continues to mentor agents while building the future of insurance services. His first book is set to launch on Amazon in the next few weeks.Learn more: http://www.ckhealthcareadvisors.com/Plans and products may not be available in all areas. Certain exclusions and limitations may apply.Our Website serves as an educational invitation for you, the customer, to inquire about further information regarding your health insurance options, and submission of your contact information constitutes as permission for a Licensed Insurance Representative to contact you with further information, including complete details on cost and coverage of this insurance. Contact will be made by a licensed insurance agent/producer or insurance company.We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. This is a solicitation for Insurance.C & K Healthcare Advisors, LLC and their agents are licensed and certified representatives of a Health and Life Insurance organization. Enrollment in any plan depends on contract renewal.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-paul-castner-w-c-k-healthcare-advisors-becoming-the-business-owners-trusted-advisor

Allen Masri's wife, and 2 children have called sunny South Florida home for 55 years. As a federal employee benefits consultant and previous host of the Safe Money Income Retirement radio show, Allen is a financial educator who has helped people from all walks of life to be well prepared for their retirement years. Allen has made it his mission to educate retirees and those nearing retirement to achieve a secure financial future by protecting their hard-earned money from losses, fees, and inflation. Not one of his clients has ever lost a penny due to market downturns.Learn more: https://safemoneyforincome.com/Disclaimer: This material is for educational purposes only and not meant for any financial or tax adviceInfluential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-allen-masri-founder-of-safe-money-income-insurance-discussing-achieving-peace-of-mind-in-retirement

Allen Masri's wife, and 2 children have called sunny South Florida home for 55 years. As a federal employee benefits consultant and previous host of the Safe Money Income Retirement radio show, Allen is a financial educator who has helped people from all walks of life to be well prepared for their retirement years. Allen has made it his mission to educate retirees and those nearing retirement to achieve a secure financial future by protecting their hard-earned money from losses, fees, and inflation. Not one of his clients has ever lost a penny due to market downturns.Learn more: https://safemoneyforincome.com/Disclaimer: This material is for educational purposes only and not meant for any financial or tax adviceInfluential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-allen-masri-founder-of-safe-money-income-insurance-discussing-achieving-peace-of-mind-in-retirement

Paul Castner is President and Co-Founder of C & K Healthcare Advisors, one of the insurance industry's most innovative agent-focused organizations. With extensive experience at top Medicare carriers and a passion for helping seniors navigate healthcare costs, Paul has revolutionized how insurance professionals serve their clients. Under his leadership, C & K Healthcare Advisors has grown from a regional operation to a nationally recognized organization known for its cutting-edge technology, comprehensive training systems, and unwavering commitment to agent success. Based in Pittsburgh, Pennsylvania, Paul continues to mentor agents while building the future of insurance services. His first book is set to launch on Amazon in the next few weeks.Learn more: http://www.ckhealthcareadvisors.com/Plans and products may not be available in all areas. Certain exclusions and limitations may apply.Our Website serves as an educational invitation for you, the customer, to inquire about further information regarding your health insurance options, and submission of your contact information constitutes as permission for a Licensed Insurance Representative to contact you with further information, including complete details on cost and coverage of this insurance. Contact will be made by a licensed insurance agent/producer or insurance company.We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. This is a solicitation for Insurance.C & K Healthcare Advisors, LLC and their agents are licensed and certified representatives of a Health and Life Insurance organization. Enrollment in any plan depends on contract renewal.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-paul-castner-w-c-k-healthcare-advisors-building-life-insurance-practices-that-last

Paul Castner is President and Co-Founder of C & K Healthcare Advisors, one of the insurance industry's most innovative agent-focused organizations. With extensive experience at top Medicare carriers and a passion for helping seniors navigate healthcare costs, Paul has revolutionized how insurance professionals serve their clients. Under his leadership, C & K Healthcare Advisors has grown from a regional operation to a nationally recognized organization known for its cutting-edge technology, comprehensive training systems, and unwavering commitment to agent success. Based in Pittsburgh, Pennsylvania, Paul continues to mentor agents while building the future of insurance services. His first book is set to launch on Amazon in the next few weeks.Learn more: http://www.ckhealthcareadvisors.com/Plans and products may not be available in all areas. Certain exclusions and limitations may apply.Our Website serves as an educational invitation for you, the customer, to inquire about further information regarding your health insurance options, and submission of your contact information constitutes as permission for a Licensed Insurance Representative to contact you with further information, including complete details on cost and coverage of this insurance. Contact will be made by a licensed insurance agent/producer or insurance company.We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. This is a solicitation for Insurance.C & K Healthcare Advisors, LLC and their agents are licensed and certified representatives of a Health and Life Insurance organization. Enrollment in any plan depends on contract renewal.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-paul-castner-w-c-k-healthcare-advisors-building-life-insurance-practices-that-last

Paul Castner is President and Co-Founder of C & K Healthcare Advisors, one of the insurance industry's most innovative agent-focused organizations. With extensive experience at top Medicare carriers and a passion for helping seniors navigate healthcare costs, Paul has revolutionized how insurance professionals serve their clients. Under his leadership, C & K Healthcare Advisors has grown from a regional operation to a nationally recognized organization known for its cutting-edge technology, comprehensive training systems, and unwavering commitment to agent success. Based in Pittsburgh, Pennsylvania, Paul continues to mentor agents while building the future of insurance services. His first book is set to launch on Amazon in the next few weeks.Learn more: http://www.ckhealthcareadvisors.com/Plans and products may not be available in all areas. Certain exclusions and limitations may apply.Our Website serves as an educational invitation for you, the customer, to inquire about further information regarding your health insurance options, and submission of your contact information constitutes as permission for a Licensed Insurance Representative to contact you with further information, including complete details on cost and coverage of this insurance. Contact will be made by a licensed insurance agent/producer or insurance company.We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. This is a solicitation for Insurance.C & K Healthcare Advisors, LLC and their agents are licensed and certified representatives of a Health and Life Insurance organization. Enrollment in any plan depends on contract renewal.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-paul-castner-w-c-k-healthcare-advisors-why-top-agents-choose-c-k-healthcare-advisors-for-senior-market-success

Paul Castner is President and Co-Founder of C & K Healthcare Advisors, one of the insurance industry's most innovative agent-focused organizations. With extensive experience at top Medicare carriers and a passion for helping seniors navigate healthcare costs, Paul has revolutionized how insurance professionals serve their clients. Under his leadership, C & K Healthcare Advisors has grown from a regional operation to a nationally recognized organization known for its cutting-edge technology, comprehensive training systems, and unwavering commitment to agent success. Based in Pittsburgh, Pennsylvania, Paul continues to mentor agents while building the future of insurance services. His first book is set to launch on Amazon in the next few weeks.Learn more: http://www.ckhealthcareadvisors.com/Plans and products may not be available in all areas. Certain exclusions and limitations may apply.Our Website serves as an educational invitation for you, the customer, to inquire about further information regarding your health insurance options, and submission of your contact information constitutes as permission for a Licensed Insurance Representative to contact you with further information, including complete details on cost and coverage of this insurance. Contact will be made by a licensed insurance agent/producer or insurance company.We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. This is a solicitation for Insurance.C & K Healthcare Advisors, LLC and their agents are licensed and certified representatives of a Health and Life Insurance organization. Enrollment in any plan depends on contract renewal.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-paul-castner-w-c-k-healthcare-advisors-why-top-agents-choose-c-k-healthcare-advisors-for-senior-market-success

Len R Martinez is an Investment Advisor and a Fiduciary in Texas. Len is a fee-based planner and works primarily with clients planning for or in retirement. His goal for his clients is to replace “hopefully, we will” retirement with “we know we will” retirement. With 25 years of client relationships and success, Len focuses on educating his clients on how to plan for and pay for retirement.Learn more: https://lrmretirement.com/Disclaimer: Investment advisory and financial planning services are offered through Simplicity Wealth, LLC, an SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm, nor does it indicate that the adviser has attained a particular level of skill or ability. Insurance, Consulting and Education services offered through LRM Retirement. LRM Retirement is a separate and unaffiliated entity from Simplicity Wealth.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-len-r-martinez-founder-of-lrm-retirement-discussing-planning-for-retirement-as-a-federal-employee

Leslie Hammock was born in Perry, Georgia, graduated from Stratford Academy, and later graduated from Mercer University in Macon, Georgia. He began his career with Mass Mutual. After a number of successful years, Leslie founded his own firm. Leslie has extensive personal and professional experience with an emphasis on Retirement and Estate planning strategies for professionals, business owners, and individuals working in both private and government sectors.Leslie has been the recipient of the National Quality Award. He is also a long-time member of the International Association of Registered Financial Consultants (RFC), a member of the National Ethics Association, and an Independent Fiduciary Investment Advisor.Leslie is an approved adult financial education instructor and holds classes at numerous local colleges on the subjects of Investment Planning, Retirement Planning, Social Security Maximization, Estate Planning, and many other topics.Leslie is dedicated to developing lasting relationships with all his clients in their wealth accumulation and preservation objectives. He takes pride in his ability to provide clear, easily understood strategies using various financial products, services, and cutting-edge analytical technology.Learn more: http://www.retirebydesign.com/Disclosure:Securities and investment advisory services offered through Integrity Alliance, LLC, Member SIPC. Integrity Wealth is a marketing name for Integrity Alliance, LLC. Retire By Design is not affiliated with Integrity Wealth.IUL Disclosure:Indexed Universal Life Insurance is an insurance contract that, depending on the contract, may offer a guaranteed annual interest rate and some participation growth, if any, of a stock market index. Such contracts have substantial variation in terms, costs of guarantees and features and may cap participation or returns in significant ways. Any guarantees offered are backed by the financial strength of the insurance company, not an outside entity. Investors are cautioned to carefully review an indexed universal life insurance for its features, costs, risks, and how the variables are calculated.SSA & SSA Max Disclosures:Not associated with or endorsed by the Social Security Administration, Medicare or any other government agency. Maximizing your Social Security Benefits assumes foreknowledge of your date of death. If as an example you wait to claim a higher monthly benefit amount but predecease your average life expectancy, it would have been better to claim your benefits at an earlier age with reduced benefits.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-leslie-hammock-founder-of-retire-by-design-discussing-sequence-of-return

Len R Martinez is an Investment Advisor and a Fiduciary in Texas. Len is a fee-based planner and works primarily with clients planning for or in retirement. His goal for his clients is to replace “hopefully, we will” retirement with “we know we will” retirement. With 25 years of client relationships and success, Len focuses on educating his clients on how to plan for and pay for retirement.Learn more: https://lrmretirement.com/Disclaimer: Investment advisory and financial planning services are offered through Simplicity Wealth, LLC, an SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm, nor does it indicate that the adviser has attained a particular level of skill or ability. Insurance, Consulting and Education services offered through LRM Retirement. LRM Retirement is a separate and unaffiliated entity from Simplicity Wealth.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-len-r-martinez-founder-of-lrm-retirement-discussing-planning-for-retirement-as-a-federal-employee

Leslie Hammock was born in Perry, Georgia, graduated from Stratford Academy, and later graduated from Mercer University in Macon, Georgia. He began his career with Mass Mutual. After a number of successful years, Leslie founded his own firm. Leslie has extensive personal and professional experience with an emphasis on Retirement and Estate planning strategies for professionals, business owners, and individuals working in both private and government sectors.Leslie has been the recipient of the National Quality Award. He is also a long-time member of the International Association of Registered Financial Consultants (RFC), a member of the National Ethics Association, and an Independent Fiduciary Investment Advisor.Leslie is an approved adult financial education instructor and holds classes at numerous local colleges on the subjects of Investment Planning, Retirement Planning, Social Security Maximization, Estate Planning, and many other topics.Leslie is dedicated to developing lasting relationships with all his clients in their wealth accumulation and preservation objectives. He takes pride in his ability to provide clear, easily understood strategies using various financial products, services, and cutting-edge analytical technology.Learn more: http://www.retirebydesign.com/Disclosure:Securities and investment advisory services offered through Integrity Alliance, LLC, Member SIPC. Integrity Wealth is a marketing name for Integrity Alliance, LLC. Retire By Design is not affiliated with Integrity Wealth.IUL Disclosure:Indexed Universal Life Insurance is an insurance contract that, depending on the contract, may offer a guaranteed annual interest rate and some participation growth, if any, of a stock market index. Such contracts have substantial variation in terms, costs of guarantees and features and may cap participation or returns in significant ways. Any guarantees offered are backed by the financial strength of the insurance company, not an outside entity. Investors are cautioned to carefully review an indexed universal life insurance for its features, costs, risks, and how the variables are calculated.SSA & SSA Max Disclosures:Not associated with or endorsed by the Social Security Administration, Medicare or any other government agency. Maximizing your Social Security Benefits assumes foreknowledge of your date of death. If as an example you wait to claim a higher monthly benefit amount but predecease your average life expectancy, it would have been better to claim your benefits at an earlier age with reduced benefits.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-leslie-hammock-founder-of-retire-by-design-discussing-sequence-of-return

Len R Martinez is an Investment Advisor and a Fiduciary in Texas. Len is a fee-based planner and works primarily with clients planning for or in retirement. His goal for his clients is to replace “hopefully, we will” retirement with “we know we will” retirement. With 25 years of client relationships and success, Len focuses on educating his clients on how to plan for and pay for retirement.Learn more: https://lrmretirement.com/Disclaimer: Investment advisory and financial planning services are offered through Simplicity Wealth, LLC, an SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm, nor does it indicate that the adviser has attained a particular level of skill or ability. Insurance, Consulting and Education services offered through LRM Retirement. LRM Retirement is a separate and unaffiliated entity from Simplicity Wealth.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-len-r-martinez-founder-of-lrm-retirement-discussing-the-fear-of-going-brokehttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Mike Milligan, a Certified Financial Planning Professional, author, podcast and radio show host, and university lecturer, brings 26 years of experience to the financial planning industry. After beginning his career in large banks and insurance companies, he founded his first firm 15 years ago with the belief that “everyone is One of a Kind; and they deserve a One of a Kind Financial Plan.”Challenging the “One Size Fits All” approach to financial advice, which he refers to as “Retirement Déjà Vu™,” Mike developed The One of a Kind Financial Plan™. This comprehensive plan addresses taxes, retirement income, investments, long-term care, and legacy, enabling clients to live a “One of a Kind Life.” Recognizing the need for a clear retirement vision, he then created Retirement CHI™ to supplement the plan. This innovative approach focuses on community, health, and impact, further reducing stress for his clients. Mike leads a team of over 20 professionals across the United States, including Hawaii.Learn more: http://www.1OakFinancial.comThe information provided is for illustrative purposes only and does not constitute investment, tax, or legal advice. Information is obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. Neither Mike Milligan nor his guests are liable for the use of information discussed. Always consult with a qualified investment, tax, or legal professional before taking any action or schedule a meeting with Mike Milligan.Annuity guarantees are based solely on the financial strength and claims-paying ability of the issuing company. Individuals should thoroughly review the contract for specific product features and costs. Income payments and withdrawals from deferred annuities are generally taxable as ordinary income in the year they are taken.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-mike-milligan-founder-of-1-oak-financial-discussing-results-beyond-money

Leslie Hammock was born in Perry, Georgia, graduated from Stratford Academy, and later graduated from Mercer University in Macon, Georgia. He began his career with Mass Mutual. After a number of successful years, Leslie founded his own firm. Leslie has extensive personal and professional experience with an emphasis on Retirement and Estate planning strategies for professionals, business owners, and individuals working in both private and government sectors.Leslie has been the recipient of the National Quality Award. He is also a long-time member of the International Association of Registered Financial Consultants (RFC), a member of the National Ethics Association, and an Independent Fiduciary Investment Advisor.Leslie is an approved adult financial education instructor and holds classes at numerous local colleges on the subjects of Investment Planning, Retirement Planning, Social Security Maximization, Estate Planning, and many other topics.Leslie is dedicated to developing lasting relationships with all his clients in their wealth accumulation and preservation objectives. He takes pride in his ability to provide clear, easily understood strategies using various financial products, services, and cutting-edge analytical technology.Learn more: http://www.retirebydesign.com/Disclosure:Securities and investment advisory services offered through Integrity Alliance, LLC, Member SIPC. Integrity Wealth is a marketing name for Integrity Alliance, LLC. Retire By Design is not affiliated with Integrity Wealth.IUL Disclosure:Indexed Universal Life Insurance is an insurance contract that, depending on the contract, may offer a guaranteed annual interest rate and some participation growth, if any, of a stock market index. Such contracts have substantial variation in terms, costs of guarantees and features and may cap participation or returns in significant ways. Any guarantees offered are backed by the financial strength of the insurance company, not an outside entity. Investors are cautioned to carefully review an indexed universal life insurance for its features, costs, risks, and how the variables are calculated.SSA & SSA Max Disclosures:Not associated with or endorsed by the Social Security Administration, Medicare or any other government agency. Maximizing your Social Security Benefits assumes foreknowledge of your date of death. If as an example you wait to claim a higher monthly benefit amount but predecease your average life expectancy, it would have been better to claim your benefits at an earlier age with reduced benefits.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-leslie-hammock-founder-of-retire-by-design-discussing-how-life-insurance-fits-into-retirement

Len R Martinez is an Investment Advisor and a Fiduciary in Texas. Len is a fee-based planner and works primarily with clients planning for or in retirement. His goal for his clients is to replace “hopefully, we will” retirement with “we know we will” retirement. With 25 years of client relationships and success, Len focuses on educating his clients on how to plan for and pay for retirement.Learn more: https://lrmretirement.com/Investment advisory and financial planning services are offered through Simplicity Wealth, LLC, an SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm, nor does it indicate that the adviser has attained a particular level of skill or ability. Insurance, Consulting and Education services offered through LRM Retirement. LRM Retirement is a separate and unaffiliated entity from Simplicity Wealth.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-len-r-martinez-founder-of-lrm-retirement-discussing-the-truth-about-annuities

Len R Martinez is an Investment Advisor and a Fiduciary in Texas. Len is a fee-based planner and works primarily with clients planning for or in retirement. His goal for his clients is to replace “hopefully, we will” retirement with “we know we will” retirement. With 25 years of client relationships and success, Len focuses on educating his clients on how to plan for and pay for retirement.Learn more: https://lrmretirement.com/Investment advisory and financial planning services are offered through Simplicity Wealth, LLC, an SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm, nor does it indicate that the adviser has attained a particular level of skill or ability. Insurance, Consulting and Education services offered through LRM Retirement. LRM Retirement is a separate and unaffiliated entity from Simplicity Wealth.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-len-r-martinez-founder-of-lrm-retirement-discussing-the-truth-about-annuities

Leslie Hammock was born in Perry, Georgia, graduated from Stratford Academy, and later graduated from Mercer University in Macon, Georgia. He began his career with Mass Mutual. After a number of successful years, Leslie founded his own firm. Leslie has extensive personal and professional experience with an emphasis on Retirement and Estate planning strategies for professionals, business owners, and individuals working in both private and government sectors.Leslie has been the recipient of the National Quality Award. He is also a long-time member of the International Association of Registered Financial Consultants (RFC), a member of the National Ethics Association, and an Independent Fiduciary Investment Advisor.Leslie is an approved adult financial education instructor and holds classes at numerous local colleges on the subjects of Investment Planning, Retirement Planning, Social Security Maximization, Estate Planning, and many other topics.Leslie is dedicated to developing lasting relationships with all his clients in their wealth accumulation and preservation objectives. He takes pride in his ability to provide clear, easily understood strategies using various financial products, services, and cutting-edge analytical technology.Learn more: http://www.retirebydesign.com/Disclosure:Securities and investment advisory services offered through Integrity Alliance, LLC, Member SIPC. Integrity Wealth is a marketing name for Integrity Alliance, LLC. Retire By Design is not affiliated with Integrity Wealth.IUL Disclosure:Indexed Universal Life Insurance is an insurance contract that, depending on the contract, may offer a guaranteed annual interest rate and some participation growth, if any, of a stock market index. Such contracts have substantial variation in terms, costs of guarantees and features and may cap participation or returns in significant ways. Any guarantees offered are backed by the financial strength of the insurance company, not an outside entity. Investors are cautioned to carefully review an indexed universal life insurance for its features, costs, risks, and how the variables are calculated.SSA & SSA Max Disclosures:Not associated with or endorsed by the Social Security Administration, Medicare or any other government agency. Maximizing your Social Security Benefits assumes foreknowledge of your date of death. If as an example you wait to claim a higher monthly benefit amount but predecease your average life expectancy, it would have been better to claim your benefits at an earlier age with reduced benefits.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-leslie-hammock-founder-of-retire-by-design-discussing-how-life-insurance-fits-into-retirement

Len R Martinez is an Investment Advisor and a Fiduciary in Texas. Len is a fee-based planner and works primarily with clients planning for or in retirement. His goal for his clients is to replace “hopefully, we will” retirement with “we know we will” retirement. With 25 years of client relationships and success, Len focuses on educating his clients on how to plan for and pay for retirement.Learn more: https://lrmretirement.com/Disclaimer: Investment advisory and financial planning services are offered through Simplicity Wealth, LLC, an SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm, nor does it indicate that the adviser has attained a particular level of skill or ability. Insurance, Consulting and Education services offered through LRM Retirement. LRM Retirement is a separate and unaffiliated entity from Simplicity Wealth.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-len-r-martinez-founder-of-lrm-retirement-discussing-the-fear-of-going-brokehttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Mike Milligan, a Certified Financial Planning Professional, author, podcast and radio show host, and university lecturer, brings 26 years of experience to the financial planning industry. After beginning his career in large banks and insurance companies, he founded his first firm 15 years ago with the belief that “everyone is One of a Kind; and they deserve a One of a Kind Financial Plan.”Challenging the “One Size Fits All” approach to financial advice, which he refers to as “Retirement Déjà Vu™,” Mike developed The One of a Kind Financial Plan™. This comprehensive plan addresses taxes, retirement income, investments, long-term care, and legacy, enabling clients to live a “One of a Kind Life.” Recognizing the need for a clear retirement vision, he then created Retirement CHI™ to supplement the plan. This innovative approach focuses on community, health, and impact, further reducing stress for his clients. Mike leads a team of over 20 professionals across the United States, including Hawaii.Learn more: http://www.1OakFinancial.comThe information provided is for illustrative purposes only and does not constitute investment, tax, or legal advice. Information is obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. Neither Mike Milligan nor his guests are liable for the use of information discussed. Always consult with a qualified investment, tax, or legal professional before taking any action or schedule a meeting with Mike Milligan.Annuity guarantees are based solely on the financial strength and claims-paying ability of the issuing company. Individuals should thoroughly review the contract for specific product features and costs. Income payments and withdrawals from deferred annuities are generally taxable as ordinary income in the year they are taken.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-mike-milligan-founder-of-1-oak-financial-discussing-results-beyond-money

Brett Swarts is a best-selling author of “Building a Capital Gains Tax Exit Plan”. He is host of the Build it to Billions & Capital Gains Tax Solutions Podcasts. His insights have been featured at the Best Ever Real Estate Conference, DLP Capital Conference, American Entrepreneur with Kevin Harrington from Shark Tank, and also seen on Fox Business Network. As a real estate broker, his expertise is one of the few in the world who has closed Deferred Sales Trust, Delaware Statutory Trust, and 1031 Exchanges. He is the Founder of Capital Gains Tax Solutions where he teaches purpose-driven entrepreneurs and investors to build their capital gains tax exit plan to multiply their freedom, wealth, and impact. He has closed over ½ Billion in DST and Real Estate Transactions and he was the first to help Bitcoin owners exit millions of gains and defer their capital gains tax using a DST.Learn more: http://www.capitalgainstaxsolutions.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/brett-swarts-founder-and-ceo-of-capital-gains-tax-solutions-author-of-building-a-capital-gains-tax-exit-plan

Mike Milligan, a Certified Financial Planning Professional, author, podcast and radio show host, and university lecturer, brings 26 years of experience to the financial planning industry. After beginning his career in large banks and insurance companies, he founded his first firm 15 years ago with the belief that “everyone is One of a Kind; and they deserve a One of a Kind Financial Plan.”Challenging the “One Size Fits All” approach to financial advice, which he refers to as “Retirement Déjà Vu™,” Mike developed The One of a Kind Financial Plan™. This comprehensive plan addresses taxes, retirement income, investments, long-term care, and legacy, enabling clients to live a “One of a Kind Life.” Recognizing the need for a clear retirement vision, he then created Retirement CHI™ to supplement the plan. This innovative approach focuses on community, health, and impact, further reducing stress for his clients. Mike leads a team of over 20 professionals across the United States, including Hawaii.Learn more: http://www.1OakFinancial.comThe information provided is for illustrative purposes only and does not constitute investment, tax, or legal advice. Information is obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. Neither Mike Milligan nor his guests are liable for the use of information discussed. Always consult with a qualified investment, tax, or legal professional before taking any action or schedule a meeting with Mike Milligan.Annuity guarantees are based solely on the financial strength and claims-paying ability of the issuing company. Individuals should thoroughly review the contract for specific product features and costs. Income payments and withdrawals from deferred annuities are generally taxable as ordinary income in the year they are taken.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-mike-milligan-founder-of-1-oak-financial-discussing-the-five-pillars-of-your-unique-plan

Mike Milligan, a Certified Financial Planning Professional, author, podcast and radio show host, and university lecturer, brings 26 years of experience to the financial planning industry. After beginning his career in large banks and insurance companies, he founded his first firm 15 years ago with the belief that “everyone is One of a Kind; and they deserve a One of a Kind Financial Plan.”Challenging the “One Size Fits All” approach to financial advice, which he refers to as “Retirement Déjà Vu™,” Mike developed The One of a Kind Financial Plan™. This comprehensive plan addresses taxes, retirement income, investments, long-term care, and legacy, enabling clients to live a “One of a Kind Life.” Recognizing the need for a clear retirement vision, he then created Retirement CHI™ to supplement the plan. This innovative approach focuses on community, health, and impact, further reducing stress for his clients. Mike leads a team of over 20 professionals across the United States, including Hawaii.Learn more: http://www.1OakFinancial.comThe information provided is for illustrative purposes only and does not constitute investment, tax, or legal advice. Information is obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. Neither Mike Milligan nor his guests are liable for the use of information discussed. Always consult with a qualified investment, tax, or legal professional before taking any action or schedule a meeting with Mike Milligan.Annuity guarantees are based solely on the financial strength and claims-paying ability of the issuing company. Individuals should thoroughly review the contract for specific product features and costs. Income payments and withdrawals from deferred annuities are generally taxable as ordinary income in the year they are taken.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-mike-milligan-founder-of-1-oak-financial-discussing-your-retirement-chi

Leslie Hammock was born in Perry, Georgia, graduated from Stratford Academy, and later graduated from Mercer University in Macon, Georgia. He began his career with Mass Mutual. After a number of successful years, Leslie founded his own firm. Leslie has extensive personal and professional experience with an emphasis on Retirement and Estate planning strategies for professionals, business owners, and individuals working in both private and government sectors.Leslie has been the recipient of the National Quality Award. He is also a long-time member of the International Association of Registered Financial Consultants (RFC), a member of the National Ethics Association, and an Independent Fiduciary Investment Advisor.Leslie is an approved adult financial education instructor and holds classes at numerous local colleges on the subjects of Investment Planning, Retirement Planning, Social Security Maximization, Estate Planning, and many other topics.Leslie is dedicated to developing lasting relationships with all his clients in their wealth accumulation and preservation objectives. He takes pride in his ability to provide clear, easily understood strategies using various financial products, services, and cutting-edge analytical technology.Learn more: http://www.retirebydesign.com/Disclosure:Securities and investment advisory services offered through Integrity Alliance, LLC, Member SIPC. Integrity Wealth is a marketing name for Integrity Alliance, LLC. Retire By Design is not affiliated with Integrity Wealth.IUL Disclosure:Indexed Universal Life Insurance is an insurance contract that, depending on the contract, may offer a guaranteed annual interest rate and some participation growth, if any, of a stock market index. Such contracts have substantial variation in terms, costs of guarantees and features and may cap participation or returns in significant ways. Any guarantees offered are backed by the financial strength of the insurance company, not an outside entity. Investors are cautioned to carefully review an indexed universal life insurance for its features, costs, risks, and how the variables are calculated.SSA & SSA Max Disclosures:Not associated with or endorsed by the Social Security Administration, Medicare or any other government agency.Maximizing your Social Security Benefits assumes foreknowledge of your date of death. If as an example you wait to claim a higher monthly benefit amount but predecease your average life expectancy, it would have been better to claim your benefits at an earlier age with reduced benefits.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-leslie-hammock-founder-of-retire-by-design-discussing-the-5-risks-of-retirement

Mike Milligan, a Certified Financial Planning Professional, author, podcast and radio show host, and university lecturer, brings 26 years of experience to the financial planning industry. After beginning his career in large banks and insurance companies, he founded his first firm 15 years ago with the belief that “everyone is One of a Kind; and they deserve a One of a Kind Financial Plan.”Challenging the “One Size Fits All” approach to financial advice, which he refers to as “Retirement Déjà Vu™,” Mike developed The One of a Kind Financial Plan™. This comprehensive plan addresses taxes, retirement income, investments, long-term care, and legacy, enabling clients to live a “One of a Kind Life.” Recognizing the need for a clear retirement vision, he then created Retirement CHI™ to supplement the plan. This innovative approach focuses on community, health, and impact, further reducing stress for his clients. Mike leads a team of over 20 professionals across the United States, including Hawaii.Learn more: http://www.1OakFinancial.comThe information provided is for illustrative purposes only and does not constitute investment, tax, or legal advice. Information is obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. Neither Mike Milligan nor his guests are liable for the use of information discussed. Always consult with a qualified investment, tax, or legal professional before taking any action or schedule a meeting with Mike Milligan. Annuity guarantees are based solely on the financial strength and claims-paying ability of the issuing company. Individuals should thoroughly review the contract for specific product features and costs. Income payments and withdrawals from deferred annuities are generally taxable as ordinary income in the year they are taken.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-mike-milligan-founder-of-1-oak-financial-discussing-the-paralysis-penalty

Phil Caylor is a licensed acupuncturist, and serial entrepreneur with over 50 years in holistic health. A graduate of Lisa Nichols' Certified Transformational Trainer Program, Phil also pioneered the first state-certified massage school in Santa Cruz County. He created the “Living from the Heart” program, which teaches people to transform stress into loving power. Phil has traveled to exotic destinations like Costa Rica and enjoys practicing chi gong, meditating, and connecting with nature. He has received numerous accolades, including founding the Healing Haven clinic. Phil's greatest passion is being a loving, healing presence on the planet.Learn more: http://philc360.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-phil-caylor-holistic-healing-wellness-mentor