Interview with Kimberly Pohler, Financial Strategist with Pohler Financial Discussing 5 Risks of Retirement
Kimberly Pohler, CLTC, CFed®, is passionate about helping others. She helps her clients navigate the
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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 Shaun Clearwater with Full Focus Financial Discussing Company Retirement Plan Maintenance
Shaun’s start in the financial services industry came from his desire to share both standard and
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Interview with Dan Saccal, President of Vision Wealth Management Discussing Preparing for the Unexpected in Retirement
Dan graduated in 1988 with Honors from the University of Florida with a degree in Finance and has served
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Interview with Shaun Clearwater, with Full Focus Financial Discussing Unknown Flaws in Company Retirement Plans
Shaun’s start in the financial services industry came from his desire to share both standard and
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Interview with Dan Saccal, President of Vision Wealth Management Discussing Peace of Mind in Retirement
Dan graduated in 1988 with Honors from the University of Florida with a degree in Finance and has served
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Interview with Ronald Flores, Founder & CEO of Curious Finance
Ronald’s narrative unfolds as a testament to resilience, self-discovery, and an unyielding dedication
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Interview with Dan Saccal, President of Vision Wealth Management, Discussing Major Issues Facing People in or Near Retirement
Dan graduated in 1988 with Honors from the University of Florida with a degree in Finance and has served
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Interview with Paul Stawinski CFF, CLU Founder of CLU Wealth Advisors Discussing Business Continuation Considerations
CLU Wealth Advisors is a full-service wealth management firm that specializes in personal and corporate
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Interview with Ericka E. Kelly, Author, Global Professional Speaker, Executive Coach, and Leadership Trainer
As a 32-year veteran of the military, Ericka E. Kelly has seen and experienced it all when it comes to
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Interview with Paul Stawinski, CFF, CLU Founder of CLU Wealth Advisors Discussing Tax Efficient Investing
CLU Wealth Advisors is a full-service wealth management firm that specializes in personal and corporate
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