Interview with Ira Koyner Founder of Triathlon Partners Discussing Long – Term Tax-Efficient Investing
Ira Koyner’s successful thirty-year career as an accomplished financial services professional has
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Mike Saunders, MBA
Mike Saunders is the Authority Positioning Coach at Marketing Huddle, the author of Amazon Bestselling book Authority Selling™, Adjunct Marketing Professor at several Universities, contributor to The Huffington Post, and member of the Forbes Coaches Council – an invitation-only community for the World’s Most Influential Business Coaches.
Interview with Dave Barr Founder of Barr Asset Management Discussing Achieving Peace of Mind in Retirement
Born and raised in Fort Wayne, Indiana, Dave Barr moved to Washington State in his late 20s and is the
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Interview with Victoria Bracha, Founder & Professional Chocolatier
Elevating chocolates with unparalleled expertise, ensuring exquisite flavors, flawless textures, and
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Interview with Terry Register- CEO of Capsur Tax and Estate Planning- Tax Mitigation Strategies for Business Owners
As President of Capsur Tax and Estate Planning, Terry Register leads with a clear and focused mission:
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Interview with Scott Leonardi Founder of Complete Solutions Discussing Guaranteed Income
Scott Leonardi began serving families in 1995 as a licensed Life & Health insurance agent. In 1998,
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Interview with Terry Register- CEO of Capsur Tax and Estate Planning-Mastering Tax Strategies for Retirement
As President of Capsur Tax and Estate Planning, Terry Register leads with a clear and focused mission:
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Interview with Dave Barr, Founder of Barr Asset Management, Discussing Transitioning from Accumulation to Income Generation
45 years in business. Working with clients aged 55-75, approaching & in retirement. Retirement plans
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Interview with Scott Leonardi Founder of Complete Solutions Discussing Good Retirement Plans
Scott Leonardi began serving families in 1995 as a licensed Life & Health insurance agent. In 1998,
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Interview with Merriah Harkins Chief Sales Officer with Lukrom – investment opportunities designed for accredited investors
Merriah joined Lukrom in January 2025 as Chief Sales Officer, bringing over two decades of experience
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Interview with Sorina Tanase, Senior Housing Specialist & Real Estate Investor Advocate
Interested in high-growth investment opportunities in real estate and senior care?
As a real estate professional
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