Interview With Chris Patterson, Retirement Income Strategist Discussing Sequence of Returns Risk
Chris is a CPA/retirement strategist/basketball coach/husband/father!
He has been assisting clients with
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Mike Saunders, MBA
Mike Saunders is the #1 Authority Positioning Coach , the author of Amazon Bestselling book Authority Positioning for Financial Professionals, Adjunct Marketing Professor at several Universities, and member of the Forbes Coaches Council – an invitation-only community for the World’s Most Influential Business Coaches.
Interview with Alfonzo Alexander – Medical Education Specialist
Alfonzo Alexander aka Fonz is a best-selling author, speaker and serial entrepreneur who has been in
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Interview with Rexford Cattanach President of Keats Group Discussing Business Succession Planning
Rexford is president of Keats Group LLC, a comprehensive financial advisory firm. He works with successful
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Interview with David Smart CEO of Smart Benefit Group Discussing Ensuring a Lifetime Income
With over 20 years of experience in financial services, I have focused for the last 12 years on providing
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Interview with Bill McDowell, President of The McDowell Agency Discussing Roth Conversions
Bill has been in the financial services industry for over 20 years. His goal has been and remains to
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Interview with David Smart, CEO of Smart Benefit Group Discussing Transitioning from Accumulation to Distribution Mindset
With over 20 years of experience in financial services, I have focused for the last 12 years on providing
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Interview with Maurice Bailey President of Wealthy Way Financial Discussing How Life Insurance Fits into Retirement
As the Safe Money Coach, he has been helping individuals, families, and business owners BULLETT Proof
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Interview with Paul Castner President of C & K Healthcare Advisors Discussing Retirement Planning
Paul Castner started out his path in the insurance industry by working at one of the Nation’s Top Medicare
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Interview with Luke Harrison with Olin & Associates Discussing Life Insurance
Luke is a value-added consultant for Medicare, Life Insurance, Annuities, and Ancillary products lines.
With
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Interview with Bill McDowell, President of The McDowell Agency Discussing Guaranteed Income
Bill has been in the financial services industry for over 20 years. His goal has been and remains to
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