Podcast appearances and mentions of mike saundershttps

WE Alliance Wealth Advisors if founded on the belief that an integrated Family Office style approach to wealth planning is the best way to protect and maximize the wealth client families work so hard to accumulate. Combine powerful proactive tax strategies, a powerful system of investing called Defined Outcome Investing, and a Family Centered approach to estate planning to deliver uncommon results while reducing risk for each client family. Founder Terry Wheeler's book “Laugh When the Market Crashes” is a must read book outlining this investment approach.The firm and its founder traces its roots back over 35 years with its origins beginning at Dean Witter Reynolds. In the 1990s the founder added a law degree focused on tax and estate planning advocacy. The integrated wealth, tax, and estate planning approach now truly sets them apart in a crowded financial planning space.Learn more: https://weriaadvisors.com/Buy the book at www.LaughWhenTheMarketCrashes.comAdvisor Coaching at www.StrategicWealthLegal.comAny opinions, projections, or forward-looking statements expressed herein are solely those of the author, may differ from the views or opinions expressed by WE Alliance Wealth Advisors, and are only for general informational purposes as of the date indicated.All investments involve risk; please consult with a financial advisor prior to investing.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-terry-wheeler-founder-ceo-of-we-alliance-wealth-advisors-discussing-the-estate-planning-blind-spot

Steven Phillips, CPA, is a financial professional with a background in public accounting and extensive experience in tax planning, retirement strategies. He works with individuals, families, and business owners to develop coordinated financial strategies focused on tax efficiency, sustainable retirement income, and long-term wealth preservation. Steven is known for combining his accounting expertise with practical financial experience to help clients make informed decisions and build greater financial confidence.Lear More: https://www.ccgcpas.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-steve-phillips-managing-partner-of-ccg-cpas

WE Alliance Wealth Advisors if founded on the belief that an integrated Family Office style approach to wealth planning is the best way to protect and maximize the wealth client families work so hard to accumulate. Combine powerful proactive tax strategies, a powerful system of investing called Defined Outcome Investing, and a Family Centered approach to estate planning to deliver uncommon results while reducing risk for each client family. Founder Terry Wheeler's book “Laugh When the Market Crashes” is a must read book outlining this investment approach.The firm and its founder traces its roots back over 35 years with its origins beginning at Dean Witter Reynolds. In the 1990s the founder added a law degree focused on tax and estate planning advocacy. The integrated wealth, tax, and estate planning approach now truly sets them apart in a crowded financial planning space.Learn more: https://weriaadvisors.com/Buy the book at www.LaughWhenTheMarketCrashes.comAdvisor Coaching at www.StrategicWealthLegal.comAny opinions, projections, or forward-looking statements expressed herein are solely those of the author, may differ from the views or opinions expressed by WE Alliance Wealth Advisors, and are only for general informational purposes as of the date indicated.All investments involve risk; please consult with a financial advisor prior to investing.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-terry-wheeler-founder-ceo-of-we-alliance-wealth-advisors-discussing-the-investment-blind-spot

WE Alliance Wealth Advisors if founded on the belief that an integrated Family Office style approach to wealth planning is the best way to protect and maximize the wealth client families work so hard to accumulate. Combine powerful proactive tax strategies, a powerful system of investing called Defined Outcome Investing, and a Family Centered approach to estate planning to deliver uncommon results while reducing risk for each client family. Founder Terry Wheeler's book “Laugh When the Market Crashes” is a must read book outlining this investment approach.The firm and its founder traces its roots back over 35 years with its origins beginning at Dean Witter Reynolds. In the 1990s the founder added a law degree focused on tax and estate planning advocacy. The integrated wealth, tax, and estate planning approach now truly sets them apart in a crowded financial planning space.Learn more: https://weriaadvisors.com/Buy the book at www.LaughWhenTheMarketCrashes.comAdvisor Coaching at www.StrategicWealthLegal.comAny opinions, projections, or forward-looking statements expressed herein are solely those of the author, may differ from the views or opinions expressed by WE Alliance Wealth Advisors, and are only for general informational purposes as of the date indicated.All investments involve risk; please consult with a financial advisor prior to investing.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-terry-wheeler-founder-ceo-of-we-alliance-wealth-advisors-discussing-the-tax-blind-spot

Retirement Heroes specializes in helping retirees and those nearing retirement secure their financial future with confidence. Whether it's ensuring a reliable income stream, protecting assets, or planning for healthcare costs, we take a personalized approach to understanding what matters most to each client. Our mission is to provide the guidance and strategies needed so they can enjoy their golden years without financial stress.Financial security in retirement isn't just about numbers—it's about peace of mind. I'm here to help retirees make informed decisions so they can enjoy life on their terms, without the fear of outliving their savings.Learn More: https://retirementheroes.org/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-shelby-green-retirement-expert-with-retirement-heroes-discussing-bond-replacements-and-volatility-buffer-2

Retirement Heroes specializes in helping retirees and those nearing retirement secure their financial future with confidence. Whether it's ensuring a reliable income stream, protecting assets, or planning for healthcare costs, we take a personalized approach to understanding what matters most to each client. Our mission is to provide the guidance and strategies needed so they can enjoy their golden years without financial stress.Financial security in retirement isn't just about numbers—it's about peace of mind. I'm here to help retirees make informed decisions so they can enjoy life on their terms, without the fear of outliving their savings.Learn More: https://retirementheroes.org/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-shelby-green-retirement-expert-with-retirement-heroes-discussing-achieving-financial-clarity-and-peace-of-mind

Retirement Heroes specializes in helping retirees and those nearing retirement secure their financial future with confidence. Whether it's ensuring a reliable income stream, protecting assets, or planning for healthcare costs, we take a personalized approach to understanding what matters most to each client. Our mission is to provide the guidance and strategies needed so they can enjoy their golden years without financial stress.Financial security in retirement isn't just about numbers—it's about peace of mind. I'm here to help retirees make informed decisions so they can enjoy life on their terms, without the fear of outliving their savings.Learn More: https://retirementheroes.org/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-shelby-green-retirement-expert-with-retirement-heroes-discussing-bond-replacements-and-volatility-buffer

Rob have over four decades in sales and marketing within the securities, real estate and insurance industries. As a senior executive with a Fortune 500 company, managing partner of his own investment firm, past school board president and member of multiple boards, his track record and affiliations demonstrate a high level of professionalism, as well as providing advisors with unique viewpoints to every situation that might arise in the growth of your practice.His years in senior management with a national independent marketing organization gives Robe firsthand knowledge of the obstacles a producer encounters, as well as the steps to take in moving beyond them. His dedication to service is what sets him apart from other marketers. Accessibility, enthusiasm, and personalized service are my trademarks. In 2018, a hand-picked group of advisors were chosen to develop Advisor Mentorship Program (AMP) to link themselves to a network of successful advisors across the country and share best practices. This program helped our advisors double their production collectively as a group. In 2019, this same group of advisors grew their business an additional 25%., 2020, up 23%, 2021 up 24% and 2022 up 34%.If you are an independent advisor establishing a practice based on integrity, leadership, and growth, then a relationship with Simplicity InsurMark and his team should be on your immediate “to do” list. They are dedicated to you, the independent advisor, and everything they do is committed to making sure you have the resources and support necessary to provide the very best solutions to their clients, and their practice. Are you ready to catapult the business to the next level—and beyond? Then they invite to meet their team and customize a growth plan suited especially to you. At Simplicity InsurMark, it's about people, it's about relationships and it's about the long-term. Give them a call, let's learn more about each other and see if there.Learn more: http://insurmark.net/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-rob-rickard-vp-senior-advisor-development-consultant-with-simplicity-insurmark-discussing-how-to-harness-the-power-of-the-largest-imo

Rob have over four decades in sales and marketing within the securities, real estate and insurance industries. As a senior executive with a Fortune 500 company, managing partner of his own investment firm, past school board president and member of multiple boards, his track record and affiliations demonstrate a high level of professionalism, as well as providing advisors with unique viewpoints to every situation that might arise in the growth of your practice.His years in senior management with a national independent marketing organization gives Robe firsthand knowledge of the obstacles a producer encounters, as well as the steps to take in moving beyond them. His dedication to service is what sets him apart from other marketers. Accessibility, enthusiasm, and personalized service are my trademarks. In 2018, a hand-picked group of advisors were chosen to develop Advisor Mentorship Program (AMP) to link themselves to a network of successful advisors across the country and share best practices. This program helped our advisors double their production collectively as a group. In 2019, this same group of advisors grew their business an additional 25%., 2020, up 23%, 2021 up 24% and 2022 up 34%.If you are an independent advisor establishing a practice based on integrity, leadership, and growth, then a relationship with Simplicity InsurMark and his team should be on your immediate “to do” list. They are dedicated to you, the independent advisor, and everything they do is committed to making sure you have the resources and support necessary to provide the very best solutions to their clients, and their practice. Are you ready to catapult the business to the next level—and beyond? Then they invite to meet their team and customize a growth plan suited especially to you. At Simplicity InsurMark, it's about people, it's about relationships and it's about the long-term. Give them a call, let's learn more about each other and see if there.Learn more: http://insurmark.net/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-rob-rickard-vp-senior-advisor-development-consultant-with-simplicity-insurmark-discussing-how-to-scale-your-practice-without-losing-your-sanity

Retirement Heroes specializes in helping retirees and those nearing retirement secure their financial future with confidence. Whether it's ensuring a reliable income stream, protecting assets, or planning for healthcare costs, we take a personalized approach to understanding what matters most to each client. Our mission is to provide the guidance and strategies needed so they can enjoy their golden years without financial stress.Financial security in retirement isn't just about numbers—it's about peace of mind. I'm here to help retirees make informed decisions so they can enjoy life on their terms, without the fear of outliving their savings.Learn More: https://retirementheroes.org/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-shelby-green-retirement-expert-with-retirement-heroes-discussing-reducing-unnecessary-risk-in-financial-planning

Retirement Heroes specializes in helping retirees and those nearing retirement secure their financial future with confidence. Whether it's ensuring a reliable income stream, protecting assets, or planning for healthcare costs, we take a personalized approach to understanding what matters most to each client. Our mission is to provide the guidance and strategies needed so they can enjoy their golden years without financial stress.Financial security in retirement isn't just about numbers—it's about peace of mind. I'm here to help retirees make informed decisions so they can enjoy life on their terms, without the fear of outliving their savings.Learn More: https://retirementheroes.org/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-shelby-green-retirement-expert-with-retirement-heroes-discussing-navigating-income-planning

Rob have over four decades in sales and marketing within the securities, real estate and insurance industries. As a senior executive with a Fortune 500 company, managing partner of his own investment firm, past school board president and member of multiple boards, his track record and affiliations demonstrate a high level of professionalism, as well as providing advisors with unique viewpoints to every situation that might arise in the growth of your practice.His years in senior management with a national independent marketing organization gives Robe firsthand knowledge of the obstacles a producer encounters, as well as the steps to take in moving beyond them. His dedication to service is what sets him apart from other marketers. Accessibility, enthusiasm, and personalized service are my trademarks. In 2018, a hand-picked group of advisors were chosen to develop Advisor Mentorship Program (AMP) to link themselves to a network of successful advisors across the country and share best practices. This program helped our advisors double their production collectively as a group. In 2019, this same group of advisors grew their business an additional 25%., 2020, up 23%, 2021 up 24% and 2022 up 34%.If you are an independent advisor establishing a practice based on integrity, leadership, and growth, then a relationship with Simplicity InsurMark and his team should be on your immediate “to do” list. They are dedicated to you, the independent advisor, and everything they do is committed to making sure you have the resources and support necessary to provide the very best solutions to their clients, and their practice. Are you ready to catapult the business to the next level—and beyond? Then they invite to meet their team and customize a growth plan suited especially to you. At Simplicity InsurMark, it's about people, it's about relationships and it's about the long-term. Give them a call, let's learn more about each other and see if there.Learn more: http://insurmark.net/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-rob-rickard-vp-senior-advisor-development-consultant-with-simplicity-insurmark-discussing-is-it-time-to-outgrow-your-imo

With nearly 40 years in tax and wealth management, Mark Miller helps business owners, executives, and high-net-worth individuals build, protect, and sustain their wealth. As a best-selling author, his book Hilton Wealth: How to Invest Like an American Dynasty reveals the investment and tax strategies used by Fortune 500 firms and the Hilton family.Featured in over 200 major publications, including Kiplinger's, The New York Times, and Money Magazine, Mark has also appeared as a financial expert on Fox News and national media. Recognized as a Presidential Businessman of the Year, he received a personal commendation from President George W. Bush.Miller is the Managing Director of the Hilton Family office and CEO of Hilton Tax and Wealth Advisors, partnered with J. Bradley Hilton , the grandson of the legendary Hotelier Conrad Hilton. Via their Hilton TruWealth Portfolios™, Mark empowers clients with Smart Money level wealth-building strategies, ensuring financial security and lasting legacies. Hilton's mission is to help clients invest and grow wealth like an American DynastyLearn More: https://www.hiltonwealth.comInfluential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-mark-miller-president-and-ceo-of-hilton-wealth

Michael Clementi is an advisor development consultant at Simplicity Group. Over the course of his 8 years in the financial services industry he has built meaningful relationships with advisors across the country while supporting and growing their practices. Clementi offers immense support to the advisors he works with through his deep understanding of building effective financial strategies to achieve clients' long term goals. Additionally, he provides instrumental value in their continued growth by keeping them up to date and educated on the latest industry trends.Learn More: https://www.simplicitygroup.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-michael-clementi-advisor-development-consultant-with-simplicity-group

With nearly 40 years in tax and wealth management, Mark Miller helps business owners, executives, and high-net-worth individuals build, protect, and sustain their wealth. As a best-selling author, his book Hilton Wealth: How to Invest Like an American Dynasty reveals the investment and tax strategies used by Fortune 500 firms and the Hilton family.Featured in over 200 major publications, including Kiplinger's, The New York Times, and Money Magazine, Mark has also appeared as a financial expert on Fox News and national media. Recognized as a Presidential Businessman of the Year, he received a personal commendation from President George W. Bush.Miller is the Managing Director of the Hilton Family office and CEO of Hilton Tax and Wealth Advisors, partnered with J. Bradley Hilton , the grandson of the legendary Hotelier Conrad Hilton. Via their Hilton TruWealth Portfolios™, Mark empowers clients with Smart Money level wealth-building strategies, ensuring financial security and lasting legacies. Hilton's mission is to help clients invest and grow wealth like an American DynastyLearn More: https://www.hiltonwealth.comInfluential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-mark-miller-president-and-ceo-of-hilton-wealth

Michael Clementi is an advisor development consultant at Simplicity Group. Over the course of his 8 years in the financial services industry he has built meaningful relationships with advisors across the country while supporting and growing their practices. Clementi offers immense support to the advisors he works with through his deep understanding of building effective financial strategies to achieve clients' long term goals. Additionally, he provides instrumental value in their continued growth by keeping them up to date and educated on the latest industry trends.Learn More: https://www.simplicitygroup.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-michael-clementi-advisor-development-consultant-with-simplicity-group

Chris Hudspeth is on a mission to bring the Pension back! Author of The 21st Century Pension and host of the Money By Chris Podcast, Chris shows people how to roll their 401(k) into passive income for retirement with honesty, clarity, and zero financial jargon.Learn more: https://www.retrieverfinancial.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-chris-hudspeth-founder-of-retriever-financial

Chris Hudspeth is on a mission to bring the Pension back! Author of The 21st Century Pension and host of the Money By Chris Podcast, Chris shows people how to roll their 401(k) into passive income for retirement with honesty, clarity, and zero financial jargon.Learn more: https://www.retrieverfinancial.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-chris-hudspeth-founder-of-retriever-financial

Kevin Nuber started with an IMO / FMO called LifePro Financial Services in 2004 where he worked for 20 years and helped the company build, scale, and ultimately capitalize the business. As a stock holder, he was able to experience the problems a business faces and what it was like to ultimately capitalize. Now Kevin partners with financial advisors who want to stop being product sales people and instead want to become confident business owners and build a business bigger than just themselves.Learn More: https://www.kevinnuber.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-kevin-nuber-financial-advisor-development-consultant-with-simplicity

Kevin Nuber started with an IMO / FMO called LifePro Financial Services in 2004 where he worked for 20 years and helped the company build, scale, and ultimately capitalize the business. As a stock holder, he was able to experience the problems a business faces and what it was like to ultimately capitalize. Now Kevin partners with financial advisors who want to stop being product sales people and instead want to become confident business owners and build a business bigger than just themselves.Learn More: https://www.kevinnuber.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-kevin-nuber-financial-advisor-development-consultant-with-simplicity

At Miller Wealth Planning, we provide Doctors, business owners and other high-net-worth individuals a comprehensive, bulletproof financial plan. Rick has put together an exceptionally talented and experienced team to show you how to manage the numerous risks high-net-worth professionals face.These risks include: tax risk; market risk; longevity risk (running out of money); inflation risk; long-term care risk, lawsuit risk, and loss of income risk, among others. Your freedom from worry is our objective.Rick credentials include: Certificate in Financial Planning; IRMAA Certified Planner; Certified Dementia Practitioner and Investment Advisor Representative.Rick has Master's degrees in English and Counseling along with broad experience in business creation, real estate investing and more.Learn more: https://www.thecaregapsolution.com/The opinions expressed on this show by the host and Fredric W. (Rick) Miller are their own and do not reflect the opinions of this radio or television station. All statements and opinions expressed are based upon information believed to be reliable. Although it should not be relied upon as such. Any statements or opinions are subject to change without notice.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-rick-miller-founder-of-miller-wealth-planning-discussing-protecting-the-surviving-spouse-in-retirement

At Miller Wealth Planning, we provide Doctors, business owners and other high-net-worth individuals a comprehensive, bulletproof financial plan. Rick has put together an exceptionally talented and experienced team to show you how to manage the numerous risks high-net-worth professionals face.These risks include: tax risk; market risk; longevity risk (running out of money); inflation risk; long-term care risk, lawsuit risk, and loss of income risk, among others. Your freedom from worry is our objective.Rick credentials include: Certificate in Financial Planning; IRMAA Certified Planner; Certified Dementia Practitioner and Investment Advisor Representative.Rick has Master's degrees in English and Counseling along with broad experience in business creation, real estate investing and more.Learn more: https://www.thecaregapsolution.com/The opinions expressed on this show by the host and Fredric W. (Rick) Miller are their own and do not reflect the opinions of this radio or television station. All statements and opinions expressed are based upon information believed to be reliable. Although it should not be relied upon as such. Any statements or opinions are subject to change without notice.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-rick-miller-founder-of-miller-wealth-planning-discussing-protecting-the-surviving-spouse-in-retirement

For nearly three decades, He has helped Southern California families plan for complex financial goals — building retirement income, protecting what they've earned, managing taxes, and passing on what matters to the people they love.Since 1997, Jon has worked with hundreds of individuals, families, and business owners to build and execute comprehensive retirement income plans. I've guided clients through two major economic downturns, and those experiences shaped the cornerstone of my practice: preserving capital comes first. Growth matters, but in retirement, what you keep matters more.His approach is holistic. He looks at the financial house from every angle — wealth management, retirement income, tax planning, Medicare and IRMAA exposure, Social Security timing, and legacy — because these pieces don't work in isolation, and neither should your plan. Trust review and trust planning are a core part of that work: he regularly helps families make sure their trusts still reflect their wishes, their assets, and current law — not the circumstances of a decade ago. And as an IRMAA Certified Planner, Jon pays particular attention to a cost most retirees never see coming: Medicare premium surcharges that can quietly drain tens of thousands from a retirement over time.Jon is a graduate of UCLA and began his career at Morgan Stanley Dean Witter, followed by Citi Personal Wealth Management and NettWorth Financial Group, before founding his own firm. That path — from Wall Street institutions to independent practice — was deliberate. Independence means his recommendations answer to people's goals, not a product shelf.Away from the office, Jon is a husband and father of three. His wife, an attorney, and I built our family the same way he helps clients build their retirements: with hard work, discipline, and a long view. Watching their kids grow into their own success is a daily reminder of why this work matters — a well-built plan isn't just about them. It's about everyone who comes after them.Whether they're just beginning to think about retirement or need a second opinion on an existing plan, He'll take the time to understand their unique situation and give them straight answers.Jon L. Bowles is an investment adviser representative with Secure Investment Management and holds California Insurance License #0C88392.Learn more: http://www.jlbfinanciallegacyplanning.com/Secure Investment Management, LLC (“SIM”) is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration as an investment adviser does not imply a certain level of skill or training. Our Form ADV disclosure documents are available upon request or on the SEC's Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-jon-bowles-founder-of-jlb-financial

For nearly three decades, He has helped Southern California families plan for complex financial goals — building retirement income, protecting what they've earned, managing taxes, and passing on what matters to the people they love.Since 1997, Jon has worked with hundreds of individuals, families, and business owners to build and execute comprehensive retirement income plans. I've guided clients through two major economic downturns, and those experiences shaped the cornerstone of my practice: preserving capital comes first. Growth matters, but in retirement, what you keep matters more.His approach is holistic. He looks at the financial house from every angle — wealth management, retirement income, tax planning, Medicare and IRMAA exposure, Social Security timing, and legacy — because these pieces don't work in isolation, and neither should your plan. Trust review and trust planning are a core part of that work: he regularly helps families make sure their trusts still reflect their wishes, their assets, and current law — not the circumstances of a decade ago. And as an IRMAA Certified Planner, Jon pays particular attention to a cost most retirees never see coming: Medicare premium surcharges that can quietly drain tens of thousands from a retirement over time.Jon is a graduate of UCLA and began his career at Morgan Stanley Dean Witter, followed by Citi Personal Wealth Management and NettWorth Financial Group, before founding his own firm. That path — from Wall Street institutions to independent practice — was deliberate. Independence means his recommendations answer to people's goals, not a product shelf.Away from the office, Jon is a husband and father of three. His wife, an attorney, and I built our family the same way he helps clients build their retirements: with hard work, discipline, and a long view. Watching their kids grow into their own success is a daily reminder of why this work matters — a well-built plan isn't just about them. It's about everyone who comes after them.Whether they're just beginning to think about retirement or need a second opinion on an existing plan, He'll take the time to understand their unique situation and give them straight answers.Jon L. Bowles is an investment adviser representative with Secure Investment Management and holds California Insurance License #0C88392.Learn more: http://www.jlbfinanciallegacyplanning.com/Secure Investment Management, LLC (“SIM”) is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration as an investment adviser does not imply a certain level of skill or training. Our Form ADV disclosure documents are available upon request or on the SEC's Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-jon-bowles-founder-of-jlb-financial

David DeCelle is the co-founder and Chief Partnership Officer of WealthReach, and the President and CEO of Model FA — the advisory growth firm whose intellectual property WealthReach acquired in April 2026. He has built his career helping some of the largest registered investment advisors in the country crack the organic growth problem, coaching 250+ firms on client acquisition, personal branding, marketing funnels, and the referral systems that separate billion-dollar producers from everyone else.Learn More: https://www.wealthreach.aiInfluential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/david-decelle-co-founder-chief-partnership-officer-wealthreach

David DeCelle is the co-founder and Chief Partnership Officer of WealthReach, and the President and CEO of Model FA — the advisory growth firm whose intellectual property WealthReach acquired in April 2026. He has built his career helping some of the largest registered investment advisors in the country crack the organic growth problem, coaching 250+ firms on client acquisition, personal branding, marketing funnels, and the referral systems that separate billion-dollar producers from everyone else.Learn More: https://www.wealthreach.aiInfluential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/david-decelle-co-founder-chief-partnership-officer-wealthreach

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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