Interview with Christopher Wallace, President of InnerView

Chris is a marketing and customer experience strategist. His expertise centers on how organizations can improve alignment between their go-to-market strategies and their frontline channels (sales, customer service, support, etc.).As President of InnerView, Chris and team have developed the breakthrough InFront platform, which applies market research processes to collect and analyze employee and partner perceptions […]

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Interview with Steven A. Lippman LUTCF, MBA Founder of Lippman Insurance Group Discussing Hybrid Life Long-Term Care Plans

Lippman Insurance Group, LLC, is an insurance agency in Boca Raton, FL & Alpharetta, GA headed by Steve Lippman, LUTCF, MBA. Steve has over 30 years of experience with various types of insurance for both individuals and businesses, securing families and business owners and their assets. He also works with local estate attorneys and CPA’s […]

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Interview with Jeffrey P Morand, Discussing His Seven F Strategy For Life

Jeff founded JP Morand & Company based on principals designed to assist families in creating and protecting their wealth in preparation for college planning and a financially secure retirement. His approach to business is an individually focused view to helping his clients understand all options that are available to them based upon their particular circumstances […]

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Interview with Jeffrey P Morand, Career & College Planning Coach Discussing College Planning

Jeff founded JP Morand & Company based on principals designed to assist families in creating and protecting their wealth in preparation for college planning and a financially secure retirement. His approach to business is an individually focused view to helping his clients understand all options that are available to them based upon their particular circumstances […]

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Interview with Josh D. Millang, President of Retirement Protectors Discussing IRA Maximization Concepts

RPI is actively managing Health, Wealth and Legacy solutions for over 2,000 retiree clients from our Central Iowa Headquarters since 2008. We are an established succession planning firm for retiring Medicare Insurance Agents and a Wealth/ Legacy Resource for a growing Network of Elite Independent Senior Market Advisors. HEALTH- With our proprietary Carrier Connect Platform, […]

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Interview with Stephen Ross CEO of Ross Insurance Brokers-Dave Ramsey Trusted Provider

I was born and raised in New Zealand. I completed Bible college in World Missions at the age of 24 in Singapore. My hope was to be involved in the missions in Asia. I was newly married and needed to find a job that would provide for my family and so I had to put […]

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Interview with David Latten, Head of Procurement at Logitech International

David is the Head of Procurement at Logitech International with whom his career spans over a decade across management roles in finance and more recently procurement. David’s primary priority as a procurement leader today is to ensure Logitech and the wider corporate sector can deliver real progress towards equality via their supplier spend. A core […]

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Interview with Joshua Schwadron, CEO and Founder of Mighty – Personal Injury Disruptor

Joshua Schwadron is the CEO and Founder of Mighty, a legal tech startup that is fixing the personal injury system by helping people injured in an accident get the help they need to recover legally, physically, mentally and financially by putting their interests first. When he first began his career in PI, he was shocked […]

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Interview with David Drebin

David is best known for his stunning limited edition artworks, which have been exhibited 100+ times at the world’s most prestigious galleries and sold for tens of thousands of dollars. With 25+ years of experience, he has worked with many iconic brands, including Mercedes, MTV, Nike, Coca-Cola, and Davidoff, as well as A-list stars and […]

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Interview with Nick Bliss, Partner & Financial Advisor with Clear Strategy Discussing a Holistic Approach to Retirement Planning

I am passionate about bringing financial planning the next level as the industry demand grows stronger. I studied accounting at Saginaw Valley State University and I retain my Series 7,66, Life, Accident,Health Insurance and Variable Annuity licenses. I have traveled many career paths along the way and all those roads have lead me to where […]

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Interview with Jeffrey P Morand, RFC Registered Financial Consultant & College Funding Coach Discussing Career planning

Jeff founded JP Morand & Company based on principals designed to assist families in creating and protecting their wealth in preparation for college planning and a financially secure retirement. His approach to business is an individually focused view to helping his clients understand all options that are available to them based upon their particular circumstances […]

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Interview with Dominique Dieujuste Financial Professional & CEO of Dieujuste Financial Discussing Generational Wealth

Dominique Dieujuste is the CEO of Dieujuste Financial, LLC. As one of Atlanta’s most trusted Financial Professionals, Dominique’s goal is to be a valuable life-time resource for all of his clients. His focus is bridging the gap to your financial future with sound retirement, financial strategy consulting, financial literacy programming and insurance options backed by […]

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Interview with Dominique Dieujuste Financial Professional & CEO of Dieujuste Financial Discussing Key Person Business Strategies

Dominique Dieujuste is the CEO of Dieujuste Financial, LLC. As one of Atlanta’s most trusted Financial Professionals, Dominique’s goal is to be a valuable life-time resource for all of his clients. His focus is bridging the gap to your financial future with sound retirement, financial strategy consulting, financial literacy programming and insurance options backed by […]

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Interview with John Shegerian, Co-founder and CEO of ERI

John Shegerian – the serial entrepreneur responsible for co-founding Homeboy Industries, FinancialAid.com, Engage and many other impactful organizations — currently serves as co-founder, Chairman and CEO of ERI, the largest cybersecurity-focused hardware destruction and electronic waste recycling company in the United States. Learn more: https://eridirect.com/ Get your FREE copy of John’s Amazon bestselling book The […]

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Episode #33-Year End Taxes-The 15 Minute Financial Feast Podcast-With Mark Triplett & Troy Westendorf

We believe that every dollar has a purpose and a timeline. When and how your retirement assets will be used should be understood before making important financial decisions. The Triplett-Westendorf Purpose and Timeline 5 Step Planning Process (PT5) begins with Discovery. Understanding where you are now, and then defining where you want to go (Your […]

Interview with Steven A. Lippman LUTCF, MBA Founder of Lippman Insurance Group Discussing Long-Term Care

Lippman Insurance Group, LLC, is an insurance agency in Boca Raton, FL & Alpharetta, GA headed by Steve Lippman, LUTCF, MBA. Steve has over 30 years of experience with various types of insurance for both individuals and businesses, securing families and business owners and their assets. He also works with local estate attorneys and and […]

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Interview with Dominique Dieujuste Financial Professional & CEO of Dieujuste Financial

Dominique Dieujuste is the CEO of Dieujuste Financial, LLC. As one of Atlanta’s most trusted Financial Professionals, Dominique’s goal is to be a valuable life-time resource for all of his clients. His focus is bridging the gap to your financial future with sound retirement, financial strategy consulting, financial literacy programming and insurance options backed by […]

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Interview with David Tamm, Founder and CEO of Pencerita

David Tamm is an accomplished leader, author, thought pioneer, and the Founder and CEO of Pencerita, a legacy preservation platform designed to put users back in control of their narrative, data, and content. As a business builder, David has a flair for rapidly transforming ideas into profitable businesses. His upbringing, where he grew up with […]

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Interview with Jack Sharry, Chief Growth Officer at LifeYield

Jack Sharry is the Chief Growth Officer at LifeYield, co-chair of the Money Management Institute Digital Advice Community, a member of the Next Chapter Executive Leadership Advisory Board, and co-chair of Next Chapter Leadership in Action. He also hosts the WealthTech on Deck podcast, teaches at Babson College, is the author of the book Authentic […]

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Interview with Dave Valentine CEO, Speaker, Business Coach, Strategist

Dave owns 8 businesses which have generated over a billion dollars collectively for over 1,000 clients, including major brands and fortune 100 companies like Target, Time Magazine and American Express. When his doctor asked him at the age of 29 “Are you prepared for your heart attack?” He realized he needed to learn how to […]

Interview with Josh D. Millang, President of Retirement Protectors Discussing Long-Term Care Strategies

RPI is actively managing Health, Wealth and Legacy solutions for over 2,000 retiree clients from our Central Iowa Headquarters since 2008. We are an established succession planning firm for retiring Medicare Insurance Agents and a Wealth/ Legacy Resource for a growing Network of Elite Independent Senior Market Advisors. HEALTH- With our proprietary Carrier Connect Platform, […]

Interview with Andrew Carrillo President and Founder of Barnett Capital Advisors Discussing Social Security Claiming Options

Andrew E. Carrillo is the President and Founder of Barnett Capital Advisors LLC. He began his career as a Financial Advisor at Ameriprise Financial Services, Inc. in 2007, but decided to depart from the firm in late 2009 to allow him to focus more on serving his clients and fine tuning his investment process. After […]

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Interview with Patrick Anderson, President of Unifirst Financial & Tax Consultants

Patrick has more than fifteen years of strategic experience in the financial, insurance and tax industry. As a Licensed Financial Strategist & Retirement Specialist, he engages in Tax-Free Financial Planning serving the needs of American Families. A Registered Tax Professional with the IRS, he pursued licensure in the Financial & Insurance field. Many of his […]

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Interview with Josh D. Millang, President of Retirement Protectors Discussing the Medicare Advantage Madness

RPI is actively managing Health, Wealth and Legacy solutions for over 2,000 retiree clients from our Central Iowa Headquarters since 2008. We are an established succession planning firm for retiring Medicare Insurance Agents and a Wealth/ Legacy Resource for a growing Network of Elite Independent Senior Market Advisors. HEALTH- With our proprietary Carrier Connect Platform, […]

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Interview with Mila Grigg, CEO of MODA Image and Brand Consulting

She doesn’t simply talk about doing it – she has DONE it. She believes you should speak based upon experience, not opinion…through immense trials and 20 years of branding experience, she has grown her company to be respected as the premier personal and corporate branding group in the US. Each keynote and training session is […]

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Interview with Jake Zufelt, Owner of Hite Digital, Eugene & Author of Digital Marketing Sucks

Hite Digital Eugene, OR, is led by collaboration master, Jake Zufelt. After spending 10 years as a pastor and working with non-profit organizations, Jake started a marketing agency to help business owners find freedom inside and outside of their businesses. After helping more than 75 businesses in a span of 18 months, Jake began looking […]

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Interview with Don Plotsky, Co-founder of Alternative Income Solutions Discussing Predictable Income With Specialty Finance

Don Plotsky is co-founder and managing member of Alternative Income Solutions and manager of the AIS – Foundation Fund, LP a diversified specialty finance portfolio. He is also co-founder and managing member of Uinta Investment Partners LLC, a multi-family office founded in 2017. Mr. Plotsky has nearly 40 years of investment management experience as a […]

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Interview With Tom Rutkowski President of Innovative Retirement Strategies Discussing Private Banking

Tom is a nationally-recognized expert in maximum over-funded life insurance for private banking and tax-free retirement planning. He holds an MBA in Finance from the University of Wisconsin – Milwaukee and a BA in Economics from the University of California. He currently resides in Boynton Beach, Florida Download his free e-book “Life Insurance 101” to […]

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Interview with Rob Ferguson, Founder & Advisor with Ferguson Alliance – Family Business Exit Planning

Rob has been a trusted advisor to family businesses since 2010. Prior to becoming an advisor, Rob had a distinguished career in leadership – including ten years as a CEO at 2 different companies. One was a public company with $300 million in revenue, the other a family business with $100 million in revenue where […]

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Interview with Kelley C. Pyles, CFP Certified Long Term Care Specialist with Royal Fund Management

Kelley C. Pyles is a CERTIFIED FINANCIAL PLANNER™, Certified Long Term Care Specialist, Independent Investment Adviser Representative, and insurance professional. Kelley’s number one priority is ensuring that clients can live their lives to the fullest and make the most of their hard-earned money. Kelley began her career in financial services with Allstate Insurance. Over her […]

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Interview with Holly Daniels Christensen, Founder & CEO of Dune Jewelry & Co.

Can you go from crafting at your kitchen table to a multi-million-dollar business? As CEO, Holly Daniels Christensen has proved – yes! Using grit and the actual sand beneath her toes, that’s exactly what this entrepreneur has done. The founder of Dune Jewelry left home at 15 years old, and never looked back. She held […]

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Interview with Taliya Bashani CEO of TAB Law Firm

Taliya Bashani is an attorney who specializes in real estate law and is an expert negotiator. Taliya is also a NY licensed broker and FL licensed title agent who teaches continuing education courses to realtors. She started her own law firm at 27 years old and has now built a multi-million dollar practice. Taliya is […]

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Interview With Tom Rutkowski President of Innovative Retirement Strategies Discussing Using Life Insurance to Invest in Real Estate

Tom is a nationally-recognized expert in maximum over-funded life insurance for private banking and tax-free retirement planning. He holds an MBA in Finance from the University of Wisconsin – Milwaukee and a BA in Economics from the University of California. He currently resides in Boynton Beach, Florida Download his free e-book “Life Insurance 101” to […]

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Interview with Rey Perez #1 Global Branding Expert

Rey Perez is CEO & Founder of “AMP Your Brand” an Elite Multimedia Branding & Marketing Agency specializing in making entrepreneurs, small business owners, and professionals more attractive to their target market. Focused on making better quality connections and building a larger following with their uniquely designed “360 Marketing System.” Rey is also the creator […]

Interview with Josh D. Millang, President of Retirement Protectors Discussing How Taxes Impact Retirement

RPI is actively managing Health, Wealth and Legacy solutions for over 2,000 retiree clients from our Central Iowa Headquarters since 2008. We are an established succession planning firm for retiring Medicare Insurance Agents and a Wealth/ Legacy Resource for a growing Network of Elite Independent Senior Market Advisors. HEALTH- With our proprietary Carrier Connect Platform, […]

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Interview with Josh D. Millang, President of Retirement Protectors Discussing How Social Security Claiming Impacts Retirement

RPI is actively managing Health, Wealth and Legacy solutions for over 2,000 retiree clients from our Central Iowa Headquarters since 2008. We are an established succession planning firm for retiring Medicare Insurance Agents and a Wealth/ Legacy Resource for a growing Network of Elite Independent Senior Market Advisors. HEALTH- With our proprietary Carrier Connect Platform, […]

0 comments

Interview With Tom Rutkowski President of Innovative Retirement Strategies Discussing Using Life Insurance for Retirement Planning

Tom is a nationally-recognized expert in maximum over-funded life insurance for private banking and tax-free retirement planning. He holds an MBA in Finance from the University of Wisconsin – Milwaukee and a BA in Economics from the University of California. He currently resides in Boynton Beach, Florida Download his free e-book “Life Insurance 101” to […]

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Interview with Eunicia Peret, CEO and Founder of The Empowered Financial Planner

Eunicia is an accomplished wealth strategist and business owner with over 15 years of experience in the financial services industry.   Eunicia honed her expertise by delivering significant financial improvements to the bottom line of Fortune 500 companies and renowned global brands across multiple industries. Her passion is to help multi 6 and 7 figure individuals optimize […]

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Interview with Victor Kostroub CEO of Fine Designs

Victor Kostroub is married and has three sons with his wife Lilia. To date, Fine Designs finedesigns.com has been ranked among America’s fastest growing companies and is one of the 5,000 fastest growing companies out of 27 million companies in the United States. With a headquarters in Seattle, WA Fine Designs operates in every State […]

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Interview with Shaun Clearwater CEO of Aspen Creek Financial

Shaun has a passion for diversified knowledge. He strives to learn new concepts and discover opportunities that most would consider “outside the box.” With an engineering degree and experience working with high net worth clients as well as middle America, Shaun loves to share his knowledge and thrives on solving complex financial planning puzzles. Shaun […]

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Interview with Mark MacDonald President of Physicians Financial Health Discussing Tax Mitigation Strategies

Physician Financial Health was created when Mr. MacDonald and his Certified Financial Planner co-founding partner, Dr. Mark Rieger, CFP® recognized Physicians are always taking care of others but often don’t have the time or right information to make the most informed decisions for their own personal finances. As an Investment Fiduciary, National Financial Literacy Educator, […]

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Interview with Dr. Daniel Knowles, Boulder Chiropractor, Instructor and Practitioner of NetworkSpinal

Dr. Daniel Knowles, who is known as Dr. Danny, developed the Mile High Movement, after years of experience as a successful chiropractor, consultant, mentor and teacher. He has been running his own chiropractic practice since 1997. After graduating from New York University with honors in 1992, he attended Sherman College of Straight Chiropractic, graduating in […]

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Interview with Patrick Geddes, Co-Founder of Aperio Group

Patrick co-founded Aperio Group in 1999, which became a leading investment management firm in customized indexing. Patrick was the Chief Investment Officer and CEO at Aperio until retirement in 2021. During that time the firm’s assets grew to $42 billion in assets managed. Prior to Aperio Patrick had been the Research Director and CFO at […]

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Interview with Randi Karpinia, CEO of Sagacity Legal – Understanding Worldwide Patent Strategies

Randi Karpinia, CEO of Sagacity Legal, transforms entrepreneur’s ideas and inventions into intellectual property assets that can lead to huge profits. With over twenty years of legal experience, Ms. Karpinia is a recognized expert in all aspects of business legal operations with a focus on intellectual property rights and management. At Sagacity Legal, she guides […]

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Interview with Rob Braiman, Founder and CEO of Cogent Analytics

Rob Braiman is the founder and CEO of Cogent Analytics, an innovative consulting firm helping Main Street businesses thrive. With a long-standing reputation as a successful serial entrepreneur, Rob has worked directly with American business owners like himself to improve strategic planning, operations, growth, and profitability. Rob earned his first equity at 26 as a […]

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Interview With Mark Triplett & Troy Westendorf-2022 Best of Ankeny Award

We believe that every dollar has a purpose and a timeline. When and how your retirement assets will be used should be understood before making important financial decisions. The Triplett-Westendorf Purpose and Timeline 5 Step Planning Process (PT5) begins with Discovery. Understanding where you are now, and then defining where you want to go (Your […]

Interview with Berj Arakelian Area Sales Manager with CMG Home Loans Discussing Unique Loan Options for Investors

My name is Berj Arakelian, a doting husband and a proud father of two hyper active boys. As well, I am the expert you need to handle all your mortgage affairs smoothly, from start to end while saving you a lot in time, costs, energy and frustrations. My skill as a salesman comes naturally, and […]

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Interview with Andrew Carrillo President and Founder of Barnett Capital Advisors Discussing Asset Allocation in Retirement Portfolios

Andrew E. Carrillo is the President and Founder of Barnett Capital Advisors LLC. He began his career as a Financial Advisor at Ameriprise Financial Services, Inc. in 2007, but decided to depart from the firm in late 2009 to allow him to focus more on serving his clients and fine tuning his investment process. After […]

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Interview with Dustin DeVries, CTO & Co-Founder Of Caffeine Interactive

Dustin has been living and breathing software development for over 20 years. He is the Co-Founder of Caffeine Interactive Technologies, an agency that focuses on planning strategies and architecture, ensuring that software implementations are straightforward based on clear ways to measure success. He enjoys working with clients to build the right technology, whether it’s a […]

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Interview with Spencer Hilligoss, CEO and Co-Founder of Madison Investing

Spencer Hilligoss is a full time investor and former operations leader who walked away from a lucrative career of 13 years across 5 high-growth Fintech companies. In 2019, five months before the pandemic – Spencer left behind the golden handcuffs to give full focus on serving Madison Investing’s passive investor group. Now, Spencer’s full focus […]

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Interview with Matthew Ablakan, Founder & Owner of the Millennial’s Choice Group

Matthew Ablakan’s journey began at a very young age where trading Pokémon cards began to teach him a variety of skills such as how to Negotiate and the importance of Demand and Supply. As he entered High School, Matthew began to sell Jansport Backpacks, Hair Straighteners and Dog-Tags to his peers. He began to dabble […]

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Interview with Berj Arakelian Area Sales Manager with CMG Home Loans Discussing Serving Realtor & Referral Partners

My name is Berj Arakelian, a doting husband and a proud father of two hyper active boys. As well, I am the expert you need to handle all your mortgage affairs smoothly, from start to end while saving you a lot in time, costs, energy and frustrations. My skill as a salesman comes naturally, and […]

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Interview with Joe Macleod, Founder & Head of Endineering at andEnd

Joe Macleod is the founder of the world’s first customer ending business. A veteran of product development industry with decades of experience across service, digital and product sectors. He is the Head of Endineering at AndEnd and a TEDx Speaker. He is an energetic Englishman and advises companies on how to game out their endgames. […]

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Interview with Kirk Michie, Founder of Candor Advisors

Kirk Michie is the founder of Candor Advisors. For more than 30 years, Kirk has worked with entrepreneurs, closely held business owners, and high net worth families to achieve their strategic planning, liquidity, investment, and legacy objectives. Learn more: https://candor-advisors.com/

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Interview with Brandi Marek, Advisor with Ferguson Alliance

Brandi spent most of her career in management and leadership roles at Magnolia Gardens Nursery, a family business with over 150 employees. As a “next generation” family member in a family-owned business, Brandi understands the delicate and at times challenging situations that can face family businesses. Brandi has experience developing strategic plans, leading departments and […]

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Interview with Berj Arakelian Area Sales Manager with CMG Home Loans

My name is Berj Arakelian, a doting husband and a proud father of two hyper active boys. As well, I am the expert you need to handle all your mortgage affairs smoothly, from start to end while saving you a lot in time, costs, energy and frustrations. My skill as a salesman comes naturally, and […]

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Interview with Enrico Brex Financial Advisor with Elite Retirement Consultants

Enrico is a life insurance specialist at Elite Retirement Consultants in Sparta, NJ. He strives to provide personalized service to valued clients which includes implementing advanced insurance planning. Enrico‘ s diverse professional background assists with providing the holistic approach to estate planning.Enrico, has been a small buisness owner and has also served in executive management […]

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Interview with Matthew Gallagher, Founder of Prosperity Wealth Management

Matthew Gallagher, founder of Prosperity Wealth Management, is a Certified Financial Planner™ Practitioner who graduated from Baylor University and received an Executive Management Certificate from the University of Notre Dame. He has been featured on the ABC Dallas morning show discussing his book, “Greener Pastures,” and threw out the first pitch at a Texas Rangers […]

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Interview with Andrew Carrillo President and Founder of Barnett Capital Advisors

Andrew E. Carrillo is the President and Founder of Barnett Capital Advisors LLC. He began his career as a Financial Advisor at Ameriprise Financial Services, Inc. in 2007, but decided to depart from the firm in late 2009 to allow him to focus more on serving his clients and fine tuning his investment process. After […]

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Interview with Nick Bliss, Partner & Financial Advisor with Clear Strategy , Discussing Legacy & Estate Planning

I am passionate about bringing financial planning the next level as the industry demand grows stronger. I studied accounting at Saginaw Valley State University and I retain my Series 7,66, Life, Accident,Health Insurance and Variable Annuity licenses. I have traveled many career paths along the way and all those roads have lead me to where […]

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Interview with Sean Pahut, Financial Consultant with Montana Wealth Management Discussing The Montana Money Mindset

For over 23 years I have helped my clients address their financial concerns and develop sound strategies by focusing on each individual’s specific needs. My practice is founded upon making a commitment to my clients to follow a refined process because I believe this is the foundation to building a successful, long-term relationship. I work […]

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Interview with Nick Bliss, Partner & Financial Advisor with Clear Strategy

I am passionate about bringing financial planning the next level as the industry demand grows stronger. I studied accounting at Saginaw Valley State University and I retain my Series 7,66, Life, Accident,Health Insurance and Variable Annuity licenses. I have traveled many career paths along the way and all those roads have lead me to where […]

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Interview with Jessica Fialkovich, A Business Exit Expert, Author, Speaker, and Founder and Presidcent of Exit Factor

Jessica Fialkovich is a Business Exit Expert, Author, Speaker, and Small Business Advocate. When she sold her first business a decade ago, she had no idea where to start. Fortunately, she was able to exit successfully and then buy her next business — a business brokerage office. For ten years she has built the fastest […]

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Interview with Keith Gregg Founder and Chief Executive Officer of Chalice Network

Keith is a Financial Services and FinTech Executive, currently Founder and Chief Executive Officer of Chalice Network. He has three decades of executive leadership and financial services experience. Prior to founding Chalice Network, he was Founder & CEO of Innovation Equity Partners, CEO of Capital Guardian Securities and First Allied Securities. Keith also served as […]

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Interview with Ryan Larson, Founder of FirstLine Financial

Good at sports, but bad at school, Ryan Larson, the son of a working-class Arizona couple grew up concerned that he’d never succeed in life. When high school sports didn’t earn him a college scholarship, his prospects looked dim. While working a dead-end job, a fiery twist of fate inspired his new direction in life—becoming […]

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Interview with Louie Slagle, Senior Vice President of Life Insurance Distribution with Partners Advantage

Louie has been in the business for 20 years having held multiple roles in the life insurance industry with specialties in Advanced Insurance Planning, product development, distribution and sales consultation, negotiation, risk management and executive leadership. He currently holds his series 7, 6, 63 and insurance licensure. He lives in Minnesota with his wife Amber […]

Interview With Dale Darcas Founder & Executive Director of the Serving Our Kids Foundation

Dale is a former purchasing agent and convenience store manager. Has been in personal management since 1977 and promoted several employees to management positions. His are of expertise, over his career has included national awards for recruitment, training and retention of employees and being able to bring people together for the betterment of the organization. […]

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Interview With Jeff Stukey with Wealthspan Advisors Discussing Mitigating Risks in Retirement

Jeff has been in the financial services business for over 20 years. Most of his time has been spent in executive-level roles helping train hundreds of financial advisors around the country on how to better plan for and serve their clients. He deeply understands financial planning and the financial products that can be used to […]

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Interview with Mark Drager, Founder of Phanta Media

Mark founded his creative production company in 2006, grew it to a little over $2mm in annual revenue, and then slowly watched as it all crumbled around him. Through the hard lessons learned and working to not make the same mistakes twice, today Phanta Media focuses less on growth and “keeping the machine fed” and […]

Interview with Merrit Strunk Founder of Momentum Financial & Insurance Services-Discussing Challenges in Planning a Successful Retirement

• Registered Investment Advisory• Certified Financial Fiduciary (CFF)• Former President San Diego Chapter – Society for Financial Awareness – SOFA (a non-profit 501(c)(3) organization)• President/Founder of California College Planning• Senior Instructor – Adult Financial Education Foundation (AFES), a 501(c)(3) non-profit organization• Author – Your Retirement (UN)Broken Merrit is the creator of the Momentum LifeYield Process™. […]

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Interview with Billy Wease, Health and Wellness Expert. Founder and CEO of OptiYou RX

Billy Wease is a pharmacist with over 30 years of clinical experience specializing in wellness and is the author of the #1 best selling book The 21st Century Pharmacist. His mission is to minimize the side effects prevalent in prescription and over-the-counter drugs by educating people about attaining optimal health by using food, natural supplementation, […]

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Interview with Sean Pahut, Financial Consultant with Montana Wealth Management Discussing Working with a Financial Broker vs Financial Planning Advisor

For over 23 years I have helped my clients address their financial concerns and develop sound strategies by focusing on each individual’s specific needs. My practice is founded upon making a commitment to my clients to follow a refined process because I believe this is the foundation to building a successful, long-term relationship. I work […]

Interview With Jeff Stukey & Kirk Ashburn Co-Founders of Wealthspan Advisors Discussing Financial Planning For Couples

Jeff has been in the financial services business for over 20 years. Most of his time has been spent in executive-level roles helping train hundreds of financial advisors around the country on how to better plan for and serve their clients. He deeply understands financial planning and the financial products that can be used to […]

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Interview with Jeremie Kubicek, Communicator, Serial Entrepreneur and Co-Founder of GiANT & Author of The Peace Index

Jeremie Kubicek is a powerful communicator, serial entrepreneur and content builder. He creates content used by some of the largest companies around the globe found in the books he has authored: The 100X Leader, 5 Voices, 5 Gears and the National Bestseller, Making Your Leadership Come Alive. His new book, The Peace Index, releases in […]

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Interview With Jeff Stukey & Jay Olshansky, Ph.D with of Wealthspan Advisors Discussing How Aging Science Impacts Retirement

Jeff has been in the financial services business for over 20 years. Most of his time has been spent in executive-level roles helping train hundreds of financial advisors around the country on how to better plan for and serve their clients. He deeply understands financial planning and the financial products that can be used to […]

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Interview with Ryan Federico, Agency Owner with Symmetry Financial Group

As an agency owner with Symmetry Financial Group, Ryan has scaled a consumer life insurance agency to $5MM in virtual / online policy sales in under 3 years. As co-host and founder of the “How to Sell Insurance” podcast, Ryan alongside his partners guide insurance agents to leverage technology / automation strategies and find success […]

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Interview with Dennis Bays President of The AmeriCore Group Discussing Tax Incentives for Business Owners

I’ve always been interested in business and making money. I got my first job at 13 and my first employee 6 months later. At the age of 16 with the help of my father I bought my first duplex. So I guess business has been a passion for over 40 years. Through the years I've […]

Interview with Chris Hervochon, Founder of Better Way CPA: Accounting for Marketing Agencies and Nonprofit Organizations

Chris Hervochon, CPA, CVA is the sole proprietor of his own CPA firm, provides outsourced accounting and tax preparation services primarily for marketing and creative agencies. Before founding his firm, Chris spent ten years working in forensic accounting and corporate accounting and finance. He has been featured in numerous  publications, including the Journal of Accountancy […]

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Interview with Christina Lael, Tax Attorney with Freedom Tax Plans Discussing How to Successfully Pass an IRS Tax Audit

Christina Lael is a Certified Public Accountant, an attorney, a Certified Tax Planner, and a self-proclaimed “tax nerd.” She reads case law like some people binge-watch Netflix and gets excited when she discovers anything new. Apart from spending time with her family and playing golf or tennis, nothing gives her more pleasure than seeing the […]

Interview with Christina Lael, Tax Attorney with Freedom Tax Plans Discussing How Business Owners Can Decrease Taxes Without Spending More Money

Christina Lael is a Certified Public Accountant, an attorney, a Certified Tax Planner, and a self-proclaimed “tax nerd.” She reads case law like some people binge-watch Netflix and gets excited when she discovers anything new. Apart from spending time with her family and playing golf or tennis, nothing gives her more pleasure than seeing the […]

Interview with Bill Fairman Co-Founder of Carolina Capital Management

Bill is a private lender that specializes in short-term purchase money loans with a construction component for real estate investors/builders in the Southeast. Also, a managing member of Carolina Capital Management, the manager of Carolina Capital Reserve Fund I, a Private Pool Mortgage Fund created to raise capital from accredited investors and deploy it into […]

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Interview With Susan Heartlight Author of One Power For Good

Susan Heartlight’s dream was to be an author and is now the award winning author of her book, One Power For Good Actions to Create Joy in Your Life! Susan began in the service industry serving food as a waitress at the age of 16; she then became a hostess. She learned the importance of […]

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Interview with Christina Lael, Tax Attorney with Freedom Tax Plans discussing the correct way to set up business entity for maximum tax-savings

Christina Lael is a Certified Public Accountant, an attorney, a Certified Tax Planner, and a self-proclaimed “tax nerd.” She reads case law like some people binge-watch Netflix and gets excited when she discovers anything new. Apart from spending time with her family and playing golf or tennis, nothing gives her more pleasure than seeing the […]

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Interview with Luke DePron, Founder of the Live Great Lifestyle

Luke DePron is an online weight loss coach for busy entrepreneurs and businessmen, as well as the host of a high-performance podcast, and the founder of the Live Great Lifestyle. Using his extensive training in Exercise Science Kinesiology combined with strategies learned from a network of elite performers (including Navy Seals, World Champion fighters, NYT […]

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Interview with David Carlin, Founder of Residual Payments

Before digital payments, David’s life was summed up with one word: business. People start businesses for a variety of reasons, but the most common factor is experience. With firsthand experience on the other side of the digital payments industry, David was aware of the struggles other business owners faced when it came to accepting payments. […]

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Interview with Todd Smith, CFP® President & CEO of Level 5 Financial – Discussing Retirement Planning Within the Context of a Family Office

Todd began his financial services career in the late 1990’s working for Prudential Securities in NY soon after graduating from Hamilton College. Since then, he has developed a diverse and valuable financial background as an investor and advisor, working for both small boutique financial planning firms, as well as larger financial corporations. Since 2012, Todd […]

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Interview with Todd Smith, CFP® President & CEO of Level 5 Financial – Discussing How Retirement Income and Tax Planning Are Different

Todd began his financial services career in the late 1990’s working for Prudential Securities in NY soon after graduating from Hamilton College. Since then, he has developed a diverse and valuable financial background as an investor and advisor, working for both small boutique financial planning firms, as well as larger financial corporations. Since 2012, Todd […]

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Interview with Jake Zufelt, Owner of Hite Digital, Eugene

Hite Digital Eugene, OR, is led by collaboration master, Jake Zufelt. After spending 10 years as a pastor and working with non-profit organizations, Jake started a marketing agency to help business owners find freedom inside and outside of their businesses. After helping more than 75 businesses in a span of 18 months, Jake began looking […]

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Interview with Terri Thompson, Realtor with Trinity Team Real Estate at Keller Williams Preferred

Terri has been in the real estate business for 9 years. She was brought on as an office manager at the beginning but was soon drawn to the rewarding challenge of providing homebuyers and sellers with professional, responsive, and attentive real estate services. Terri is extremely familiar with neighborhoods in and around Denver. You can […]

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Interview w/Curtis L. Jenkins, Author, Award winning Project Management Professional, Keynote Speaker, Forbes Contributor & Philanthropist

Curtis L. Jenkins, Author, Award winning Project Management Professional, Keynote Speaker, Forbes contributor and Philanthropist, is an innovative business advisor who focuses on servicing small to midsize companies. He specializes in enabling client growth, working directly with business owners with direct coaching and also developing and leading their advisory boards. He serves small to midsize […]

Interview with Todd Smith,CFP® President & CEO of Level 5 Financial Discussing the Retirement Resource Center

Todd began his financial services career in the late 1990’s working for Prudential Securities in NY soon after graduating from Hamilton College. Since then, he has developed a diverse and valuable financial background as an investor and advisor, working for both small boutique financial planning firms, as well as larger financial corporations. Since 2012, Todd […]

Interview with Marcus Räder, Co-founder and CEO of Hostaway, the leading all-in-one vacation rental management software

Marcus Räder is co-founder and CEO of Hostaway, the leading all-in-one vacation rental management software. Originally from Finland, Marcus has lived in many countries worldwide, including Sweden, Poland, and The Netherlands, before settling in Canada. This passion for travel and dedication to learning about the vacation rental ecosystem, together with the deep expertise in technology […]

Interview with Adolfo & Andres Rodriguez with A/R Financial Group Discussing Tax Mitigation for Retirement

Adolfo Rodriguez became managing partner of the A/R Financial Group in 2005. With over 20 years of experience in the insurance and financial service industry, Adolfo Rodriguez has always focused on the unique needs and goals of the pre-retiree & retiree community. Adolfo Rodriguez and his team serve a select group of families to help […]

Interview with Zale Dowlen, Kingdom-driven Attorney, Estate Planner, Insurance Professional, and Public Speaker

I am passionate about helping people to live well and be remembered. I do this with holistic Estate and Retirement planning. I use both Law and Insurance products to help clients hit their goals and give them peace of mind. Learn more: https://www.zaledowlen.com/

Interview with Kevin Coffey, Founder and CEO of Complete Spectrum Financial Services, Discussing Creating Tax-Free Income using Roth IRAs

Kevin Coffey grew up in North Denver and is a native of Colorado. His company is built on old fashion values, which he learned from his grandparents, Flory Iacovetto & Rose Lombardi, who taught him that client satisfaction should mean more than earning money or increasing a company’s stock price. In addition, Kevin was inspired […]

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Interview With Kevin Coffey, Founder & CEO of Complete Spectrum Financial Services Discussing How to Avoid Market Losses

Kevin Coffey grew up in North Denver and is a native of Colorado. His company is built on old fashion values, which he learned from his grandparents, Flory Iacovetto & Rose Lombardi, who taught him that client satisfaction should mean more than earning money or increasing a company’s stock price. In addition, Kevin was inspired […]

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Interview with Nina Acosta Founder & CEO of Transcend the Light DiscussingTransformational Life Coach & Energy Healer-Emotional Trigger Management

Nina helps female entrepreneurs eliminate anxiety, stress, overwhelm, lack of self-worth, and confidence to live an authentic, unapologetic life 100% on their own terms. Her methodology combines psychology, science, and the woo-woo. Her deepest desire is to guide others to rediscover their most authentic self! She believes the key to creating the amazing life you […]

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Interview with Julie Brittain Atlanta Real Estate Advisor Focused on Luxury Living Discussing How She Sells Listings in a Weekend

An Atlanta native and a veteran of real estate with nearly 25 years of experience, Julie Brittain’s knowledge of the Atlanta area and its suburbs is unparalleled. A recipient of the 2020 Crystal Phoenix Award from the Atlanta REALTORS® Association, acknowledging her 20 years as a Multi-Million Dollar Top Producer, Julie is passionate about the […]

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Joshua Sherrard President & CEO of Strategic Navigators-Generational Wealth & Radical Generosity

Josh started his first business at twelve years old with a natural inclination for being an entrepreneur. Since then he has been involved in start-ups, corporate America, and in international business development. He has over a decade of experience in the Non-Profit Sector managing multi-million dollar companies in addition to many years as a financial […]

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Joshua Sherrard President & CEO of Strategic Navigators-Proper Write-Off Etiquette for Business Owners

Josh started his first business at twelve years old with a natural inclination for being an entrepreneur. Since then he has been involved in start-ups, corporate America, and in international business development. He has over a decade of experience in the Non-Profit Sector managing multi-million dollar companies in addition to many years as a financial […]

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Interview with Grady Gibbs Strategic Relationship Development Director with Evolve Medical Consulting

Grady Gibbs helps healthcare companies engage more doctors and he helps doctors sell more products and procedures. After a career in investment banking and finance, and a return to graduate school, Grady became an expert at applying statistics and research to consult on brand strategy for some of the largest marketers in the United States. […]

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Interview with Attorney Jonathan P. Groth Founder and Owner of the Groth Law Firm

Groth Law helps injured victims locally with its car crash and “single event” practice. Internationally, Groth Law helps victims suffering injuries from Vaccine Administration in the U.S. Court of Federal Claims. In all regards, Mr. Groth devotes his time and resources to helping innocent accident victims and their families find the justice they seek after […]

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Interview with Kevin McCarthy, President of McCarthy Financial Group, P.A. – Discussing How to Maximize Social Security Income

Since 1987, Kevin McCarthy has been dedicated to creating a financial investment plan and model portfolio based on each client’s unique goals and risk tolerance. Learning early on that each investor is unique and no single investment account is right for everyone, Kevin has been able to guide his clients in suitable asset allocation offering […]

Interview with Kyle Stout, Founder of Elevate & Scale, a Leading Email Marketing Agency

Kyle Stout is the founder of Elevate & Scale, a leading digital marketing agency that helps 7-figure product-based entrepreneurs elevate their brand and scale their growth. Kyle is an authority on how leveraging email marketing can vastly increase revenue by improving customer retention, increasing average order value, and driving repeat purchases. Kyle started his career […]

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Interview with Brent Kesler, Lecturer and Coach of The Money Multiplier (TMM) Method

Brent Kesler was a Chiropractor and Chiropractic coach for over 14 years. After implementing The Money Multiplier (TMM) Method, Brent paid off $984,711 in 3rd party debt in 39 months. In fact, Brent became so passionate about how powerful this concept was, he began sharing it with others. It was when his previous mentor told […]

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Interview with Nina Acosta Founder & CEO of Transcend the Light-Transformational Life Coach & Energy Healer-Getting Out of the Constant Cycle of Anxiety and Stress

Nina helps female entrepreneurs eliminate anxiety, stress, overwhelm, lack of self-worth, and confidence to live an authentic, unapologetic life 100% on their own terms. Her methodology combines psychology, science, and the woo-woo. Her deepest desire is to guide others to rediscover their most authentic self! She believes the key to creating the amazing life you […]

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Interview with Cindy DeHart of Wasatch Front Life a Realtor with Exit Realty Success-How Sellers Should Prepare Their Home for Sale

Hello, my name is Cindy DeHart and love living in Utah. I selected EXIT as my brokerage of choice for many reasons, but the one you need to remember is this: Above nearly every door you see a sign that says, “EXIT.” You go in and you go out – you have real-estate dreams and […]

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Interview with Merrit Strunk Founder of Momentum Financial & Insurance Services-Discussing their Proprietary Momentum LifeYield Process™

• Registered Investment Advisory • Certified Financial Fiduciary (CFF) • Former President San Diego Chapter – Society for Financial Awareness – SOFA (a non-profit 501(c)(3) organization) • President/Founder of California College Planning • Senior Instructor – Adult Financial Education Foundation (AFES), a 501(c)(3) non-profit organization • Author – Your Retirement (UN)Broken Merrit is the creator […]

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Interview with Diane Kern Real Estate Professional with Keller Williams in Doylestown, PA- Getting a Home Ready to Sell

As a full time real estate agent licensed in PA and NJ, Diane offers the time to fully understand and meet her clients’ needs. Diane is exceptionally well-respected in the area, not only for her unparalleled professional track record and high ethical standards, but for being an honest, hard-working family woman who is tenacious and […]

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Interview with Nina Acosta Founder & CEO of Transcend the Light-Transformational Life Coach & Energy Healer-Becoming Your Authentic Self

Nina helps female entrepreneurs eliminate anxiety, stress, overwhelm, lack of self-worth, and confidence to live an authentic, unapologetic life 100% on their own terms. Her methodology combines psychology, science, and the woo-woo. Her deepest desire is to guide others to rediscover their most authentic self! She believes the key to creating the amazing life you […]

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Interview With Judy Carlson, Fee-Based Fiduciary Financial Professional-Risks to the Safety of Money That Could Derail a Financial Plan

Judy has been a CPA for over 40 years and has worked in the financial services business most of her career. She is an independent fee-based fiduciary financial planner and an independent licensed insurance agent. For the past 10 years, Judy’s passion is to Protect Families Financially using unique and innovative strategies typically not found […]

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Interview with Ahmie E. Baum, CEO & Founder of Interchange Capital Partners Discussing Exit Planning for Business Owners

Ahmie E. Baum is the CEO and Founder of Interchange Capital Partners. Using a collaborative and comprehensive process developed over 40 years of practice in financial services, Ahmie has built a team that has passion for what they do that executes for each client’s unique needs. He and his team consistently strive to deliver a […]

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Interview with Christina Lael, Tax Attorney with Freedom Tax Plans

Christina Lael is a Certified Public Accountant, an attorney, a Certified Tax Planner, and a self-proclaimed “tax nerd.” She reads case law like some people binge-watch Netflix and gets excited when she discovers anything new. Apart from spending time with her family and playing golf or tennis, nothing gives her more pleasure than seeing the […]

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Joshua Sherrard President & CEO of Strategic Navigators- Fringe Benefits of Properly Structured Corporations for Entrepreneurs

Josh started his first business at twelve years old with a natural inclination for being an entrepreneur. Since then he has been involved in start-ups, corporate America, and in international business development. He has over a decade of experience in the Non-Profit Sector managing multi-million dollar companies in addition to many years as a financial […]

Joshua Sherrard President & CEO of Strategic Navigators Discussing Building the Right Business Structure for Success

Josh started his first business at twelve years old with a natural inclination for being an entrepreneur. Since then he has been involved in start-ups, corporate America, and in international business development. He has over a decade of experience in the Non-Profit Sector managing multi-million dollar companies in addition to many years as a financial […]

Interview with Joshua Sherrard President & CEO of Strategic Navigators on Applying the Tax Code to Reduce Entrepreneurs’ Tax Burden by 40-60%

Josh started his first business at twelve years old with a natural inclination for being an entrepreneur. Since then he has been involved in start-ups, corporate America, and in international business development. He has over a decade of experience in the Non-Profit Sector managing multi-million dollar companies in addition to many years as a financial […]

Kevin Coffey, Founder and CEO of Complete Spectrum Financial Services, Interviewed on the Influential Entrepreneurs Podcast Discussing a Unique Tax Efficient Wealth-Building Strategy

Kevin Coffey discusses his approach to helping his clients create a savings plan that makes sense for a successful future. Kevin Coffey, Founder, and CEO of Complete Spectrum Financial Services, Discusses His Approach to Helping His Clients with Financial Planning and Wealth Management. About  Kevin Coffey Kevin Coffey grew up in North Denver and is […]

Interview with Charles “Walt” Wilson Retirement Strategist Discussing Helping Business Owners With the Successful Transition Out of Their Business

Charles “Walt” Wilson established this company over ten years ago, to assist individuals and businesses in planning for retirement and building consistent growth while protecting their principal and providing certainty, clarity and guarantees. Private Pension by Design informs and educates individuals and businesses about the alternative concept in planning for retirement. You should have the […]

Interview with David Weaver, Franchise Expert & Nationally-Recognized FranChoice Consultant

David embodies the Midwestern values of honesty and integrity in all aspects of life. He was born and raised in Indiana and got his first taste of business ownership by watching both parents build and operate successful businesses. David’s career took him down an interesting path that allowed him to develop unique skills and expertise […]

Interview with Marc Beshears, Entrepreneur and Founder of Top Wealth Agenda

Marc Beshears is on a mission to educate individuals, families, and business owners on how to achieve their financial certainty by growing, protecting, and leveraging their wealth in a safe and predictable environment. Marc, a successful entrepreneur, is a leader in a variety of industries and owns four prospering companies in Florida. He thrives as […]

Interview with David Salinas, Entrepreneur, Investor, and Co-Founder of Digital Surgeons

David Salinas is a serial entrepreneur and investor. In 2007 he co-founded Digital Surgeons and served as its CEO for over a decade. Under his leadership, the agency delivered award-winning results for clients like Lady Gaga and the U.S Open. Today, Digital Surgeons continues to thrive, having won dozens of awards including the coveted Webby […]

Interview with Bob Chitrathorn Co-Founder of Simplified Wealth Management

In 2004, Bob became a financial advisor, which was an opportunity to make a good living, while helping others make sound decisions for their own financial lives. In 2016 Bob was asked to contribute a chapter to a book authored by motivational speaker Brian Tracy. The book, “Success Manifesto: The World’s Leading Entrepreneurs & Professionals […]

Interview with Charles “Walt” Wilson Retirement Strategist Discussing Permanent Life Insurance Strategy for Stretching Your Retirement Funds

Charles “Walt” Wilson established this company over ten years ago, to assist individuals and businesses in planning for retirement and building consistent growth while protecting their principal and providing certainty, clarity and guarantees. Private Pension by Design informs and educates individuals and businesses about alternative concept in planning for retirement. You should have freedom to […]

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Interview with Scott Rigby Ph.D, Behavioral Scientist, Author & Creator of the MotivationWorks Platform-Personalized Employee Engagement

Scott Rigby, Ph.D. is a behavioral scientist, author, and founder/CEO of Immersyve Inc., a company dedicated to applying behavioral science to improve experiences, well-being, and performance. Scott and Immersyve work with both small and large companies on motivational best practices, emphasizing the quantitative measurement of motivation and engagement using proven and actionable models. Scott is […]

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Interview with Charles “Walt” Wilson Retirement Strategist Discussing the Key Employee Benefit Strategy

Charles “Walt” Wilson established this company over ten years ago, to assist individuals and businesses in planning for retirement and building consistent growth while protecting their principal and providing certainty, clarity and guarantees. Private Pension by Design informs and educates individuals and businesses about alternative concept in planning for retirement. You should have freedom to […]

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Interview with Randy Molland, Co-Founder of The Reinvestors, a Real Estate Investment and Educational Company

Randy is a Co-Founder of a real estate investment and educational company called The REINVESTORS where they help investors get connected to incredible investment opportunities. He also co leads a mastermind for investors where they all work together to create bigger opportunities and support each other to achieve more. Although real estate is where his […]

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Interview with Gina Creson Real Estate Agent & Owner of Southern Grace Homes- When is the Right Time to Consider an Active Adult Community?

I help clients achieve their goal of homeownership one HOME at a time. I provide personalized service and guide my clients through the emotional journey of buying and selling. I have acquired knowledge and experience in all aspects of real estate by working with home sellers, first time homebuyers, move up homebuyers, distressed properties, short […]

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Interview with Zachary Hoffman, Founder of SWALeadership, transformation coach and award winning author

Zac is an Italian/American dual citizen, effective leadership developer, transformation coach, award winning author, and former professional American football player. Originally from a small, rural town in Western Pennsylvania (USA), he has spent his twenties living in 6 different countries while playing and coaching American football. During his time abroad, he developed the SWALeadership concept […]

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Interview with Gina Creson Real Estate Agent & Owner of Southern Grace Homes-Selling Homes for Maximum Dollar

I help clients achieve their goal of homeownership one HOME at a time. I provide personalized service and guide my clients through the emotional journey of buying and selling. I have acquired knowledge and experience in all aspects of real estate by working with home sellers, first time homebuyers, move up homebuyers, distressed properties, short […]

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Interview with Judy Carlson, Fee-Based Fiduciary Financial Professional – Discussing the Importance of Tax Elimination Strategies Prior to Wealth Distribution

Judy has been a CPA for over 40 years and has worked in the financial services business most of her career. She is an independent fee-based fiduciary financial planner and an independent licensed insurance agent. For the past 10 years, Judy’s passion is to Protect Families Financially using unique and innovative strategies typically not found […]

Interview with Todd Smith, CFP® President & CEO of Level 5 Financial – Discussing the Family Office Client Experience

Todd began his financial services career in the late 1990’s working for Prudential Securities in NY soon after graduating from Hamilton College. Since then, he has developed a diverse and valuable financial background as an investor and advisor, working for both small boutique financial planning firms, as well as larger financial corporations. Since 2012, Todd […]

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Interview with Vince Shorb, CEO of the National Financial Educators Council

Vince Shorb is CEO of the National Financial Educators Council and founded the company in 2006 to deliver financial education and coaching services that help people work toward greater financial strength. Today, the NFEC supports individuals and organizations that want to bring financial wellness programming to their community by providing the tools, training, and process […]

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Interview with Gina Creson Real Estate Agent & Owner of Southern Grace Homes

I help clients achieve their goal of homeownership one HOME at a time. I provide personalized service and guide my clients through the emotional journey of buying and selling. I have acquired knowledge and experience in all aspects of real estate by working with home sellers, first time homebuyers, move up homebuyers, distressed properties, short […]

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Interview with Sybil Ackerman-Munson, Donor Advisor and Founder of Do Your Good

With over 20 years of experience as a nonprofit professional and foundation advisor, I tap into my vast experience and knowledge from working with donors who I have helped to give away over $45 million in large and small donations to offer you step-by-step guides through online courses, a podcast, and resources so that you […]

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Interview with John Turner Annuity Sales Expert and President of Selax Brokerage

John has 25+ years brokerage experience. He has developed and expanded relationships with Broker Dealers, RIA’s, Insurance Carriers, Banks and other Wall Street firms. In his most recent role, John provided Executive leadership growing production from startup phase to $250 million in annuity sales within three years. Prior to that John worked for an IMO […]

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Interview with Marty Waters Retirement Success Coach

Marty is committed to changing the way people think about and prepare for every aspect of retirement. As a former Registered Investment Advisor turned Retirement Success Coach, he has found that retirement is among the most fascinating, yet least understood phases of life. Through in-depth research, interviews, workshops, and his own experience watching how unprepared […]

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Interview with Todd Smith, CFP® President & CEO of Level 5 Financial – Discussing How He Serves CPAs With a Family Office Ecosystem

Todd began his financial services career in the late 1990’s working for Prudential Securities in NY soon after graduating from Hamilton College. Since then, he has developed a diverse and valuable financial background as an investor and advisor, working for both small boutique financial planning firms, as well as larger financial corporations. Since 2012, Todd […]

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Interview with Tim Corrigan, Owner of the Health Plan Superstore

We specialize in Medicare, Life Insurance, Annuities, and Employee Benefits and we do more to support our Representatives than any SGA that we’ve come across in the industry. Learn more: https://www.healthplansuperstore.com/

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Interview with Ali Haji CEO, Director of ION Energy

Ali has over 13 years of international experience, including asset management, risk analysis and program governance. Ali serves as Director of Antler Hill Mining Ltd, and as Advisor to ATMA Capital Markets. He also jointly serves as CEO & Director of Aranjin Resources, an emerging copper explorer in Mongolia and is proudly a member of […]

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Interview with Clea Conner, CEO of Intelligence Squared

Clea Conner is a media executive with 15 years of experience producing high-quality intellectual discourse for a range of distribution platforms. As Intelligence Squared’s first CEO, Clea is responsible for leading growth, programming, and strategy for the nation’s premier debate platform. Clea developed “Up For Debate” and “That’s Debatable” as television programs on Bloomberg, PBS, […]

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Interview with Todd Smith, CFP® President & CEO of Level 5 Financial – Discussing How He Serves CPAs

Todd began his financial services career in the late 1990’s working for Prudential Securities in NY soon after graduating from Hamilton College. Since then, he has developed a diverse and valuable financial background as an investor and advisor, working for both small boutique financial planning firms, as well as larger financial corporations. Since 2012, Todd […]

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Interview with Neil Bedwell, Partner with LOCAL- a Change Marketing™ Consultancy

Neil is a partner and President at LOCAL, a Change Marketing™ consultancy building culture, employee experience, and internal communication programs for some of the world’s best companies. Neil is a strategic marketing leader with 20 years experience on both agency and client-side — running work, teams, and businesses in London, Amsterdam, and San Francisco. Now […]

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Interview with Paul Fokken with 401(k) Maneuver Discussing 401(k) Lawsuits and Fines

Paul Fokken helps employees and employers with a 401(k) by providing every employee the opportunity for Personalized Professional Account Management (PPAM). He also helps businesses delegate virtually all their 401(k) plan corporate and personal risk away to other 3rd parties and helps to reduce plan responsibilities. Learn More: https://www.fokkenfinancial.com https://www.401kmaneuver.com/ Investment Adviser Representative of and […]

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Interview with Brian Dyer Award-Winning Business Owner and Author of The Business Beast

Brian Dyer is an owner and operator of multiple multi-million-dollar award-winning businesses, and a full-time dad to three wild and beautiful children. He strives to help people bring out the absolute best in themselves while silencing their too-loud inner voices that squander their potential. He believes every person can devour dissatisfaction and exceed the limits […]

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Interview With Judy Carlson, Fee-Based Fiduciary Financial Professional – Discussing Investments vs Insurance for Wealth Accumulation

Judy has been a CPA for over 40 years and has worked in the financial services business most of her career. She is an independent fee-based fiduciary financial planner and an independent licensed insurance agent. For the past 10 years, Judy’s passion is to Protect Families Financially using unique and innovative strategies typically not found […]

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Interview with Paul Fokken with 401(k) Maneuver Discussing How to Give Employees the Private, Independent 401(k) Advice They Want, Need & Deserve

Paul Fokken helps employees and employers with a 401(k) by providing every employee the opportunity for Personalized Professional Account Management (PPAM). He also helps businesses delegate virtually all their 401(k) plan corporate and personal risk away to other 3rd parties and helps to reduce plan responsibilities. Learn More: https://www.fokkenfinancial.com https://www.401kmaneuver.com/ Investment Adviser Representative of and […]

Interview With Judy Carlson, Fee-Based Fiduciary Financial Professional – Discussing How She Protects Families Financially

Judy has been a CPA for over 40 years and has worked in the financial services business most of her career. She is an independent fee-based fiduciary financial planner and an independent licensed insurance agent. For the past 10 years, Judy’s passion is to Protect Families Financially using unique and innovative strategies typically not found […]

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Interview with Paul Fokken-Maneuvering 401(k) Plans to Optimize Retirement

Paul Fokken helps employees and employers with a 401(k) by providing every employee the opportunity for Personalized Professional Account Management (PPAM). He also helps businesses delegate virtually all their 401(k) plan corporate and personal risk away to other 3rd parties and helps to reduce plan responsibilities. Learn More: https://www.fokkenfinancial.com https://www.401kmaneuver.com/ Investment Adviser Representative of and […]

Interview with Joshua Sherrard President and CEO of Strategic Navigators Discussing Tax Mitigation Using Life Insurance

Josh started his first business at twelve years old with a natural inclination for being an entrepreneur. Since then he has been involved in start-ups, corporate America, and in international business development. He has over a decade of experience in the Non-Profit Sector managing multi-million dollar companies in addition to many years as a financial […]

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Interview with Glen Campbell, Creator of the BSI Method: Personal Branding

Glen started his career with degrees in Commerce (Marketing) and Psychology. He also has a Masters in NLP and Hypnotherapy and a 4th Dan Black Belt in Zen Do Kai Karate. Over a period of 27 years Glen was a Director and Chief Executive of some of the world’s best and brightest brand strategy and […]

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Interview with Teresa de Grosbois, Author, Founder & Chair of the International Evolutionary Business Council

Teresa is the #1 international bestselling author of “Mass Influence – the habits of the highly influential”, which has been on the bestseller lists in 7 countries over the past 6 years. A 4X international bestselling author, Teresa teaches marketing courses around the globe to business leaders and entrepreneurs on how to create massively successful […]

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Interview with Ken Abel Discussing What it Takes to be Successful as an Independent Agent at Trailstone Insurance

I am a Colorado Native that loves camping, hiking, and enjoying our beautiful Rocky Mountains. I grew up playing soccer, track and field, fencing, tae-kwon-do, racquetball, and snowboarding. I was always doing something active or creative. If I was not playing a sport, I was practicing my artistic skills drawing and painting. I still have […]

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Interview With Matt Dayton Realtor at Matt Dayton Real Estate

Out of over 700 realtors in Summit County, Matt has consistently ranked in the top 10%.. While working as an associate broker for Slifer Smith and Frampton Matt was ranked as a “Top Gun” selling agent. Matt’s experience extends to land development projects, luxury home sales and resort sales. Matt is characterized by his ability […]

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Interview with Mike Maddock, entrepreneur, a keynote speaker, a best-selling author, and CEO Coach

Mike will tell you that his purpose is “To inspire and empower curiosity.” His passion is to make people believe they can change the world and then provide the tools, frameworks and hard-earned wisdom to make positive impact happen. Mike calls himself an Idea Monkey because he loves to solve problems with disruptive ideas. This […]

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Interview with Ken Abel Discussing the Core Values Working With Trailstone Insurance Group

I am a Colorado Native that loves camping, hiking, and enjoying our beautiful Rocky Mountains. I grew up playing soccer, track and field, fencing, tae-kwon-do, racquetball, and snowboarding. I was always doing something active or creative. If I was not playing a sport, I was practicing my artistic skills drawing and painting. I still have […]

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Interview with Ronnie Deaver, CEO of NoBull Marketing-Lead Generation for Lawyers

Ronnie Deaver is the CEO of NoBull Marketing, a lawyer-exclusive marketing agency that specializes in generating leads and increasing PNC to paying client close rates with Google My Business & Sales Training. In that capacity he created the first 100% guarantee in the industry, offering to pay back everything – even the advertising budget a […]

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Interview with Morgan Lloyd Independent Insurance Agent with Trailstone Insurance Group-Protect from Natural Disasters

You will want to get a regularly updated Reconstruction Cost Estimate. Make sure that this is up to date and accurate. Get the maximum available dwelling replacement extension coverage. Make sure that you have sufficient ordinance and law coverage based on the age of your home. Make sure that you have enough loss of use […]

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Interview With Jonah Rice Real Estate Broker with Trinity Team Real Estate at Keller Williams Preferred Realty

Jonah is an ex-wildland firefighter with an extensive background in hospitality and design, approaching his life and business with honesty, grit, and a service mindset to ensure that his clients are fully understood and heard. Jonah values family, friendship, and doing what is right – not just for his clients, but for the world around […]

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Interview with Melissa Guller founder of Wit & Wire- Course Creation Expert

Melissa helps creators turn their skills and passions into profitable online businesses. Previously, Melissa was the Director of Marketing Engagement at Teachable as well as the Senior Launch Manager for Ramit Sethi’s 8-figure online course marketing team. To date, she’s taught thousands of students through General Assembly, Skillshare, and her own business Wit & Wire, […]

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Interview with Craig Cecilio, Founder and CEO of DiversyFund- Diversified Real Estate Investments

Craig Cecilio is the Founder, CEO of DiversyFund. DiversyFund Imagines a world where Everyone has an Equal Opportunity to Build Wealth. Our mission is to break down the barriers that keep most Americans from investing like the privileged, well-connected, and wealthiest 1% in our country. Our platform allows access to Private Markets where everyday investors […]

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Interview with Jay Fields, Somatic Coach and Author of LinkedIn Courses

Jay Fields, M.A. is an educator, coach and author who has taught the principles of embodied social and emotional intelligence to individuals and organizations for twenty years. Her approach to helping people have their own back at work and in life is grounded, playful, empathic and intelligent. Jay received her BA in Psychosocial Health and […]

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Interview with Brad Gotto Owner of Fiat Wealth Management

Brad is a fiduciary, fee only financial planning firm located in Wayzata, Minnesota. Where most advisors stop, we begin. We specialize in helping people figure out why they saved a pile of money, and how to spend it. We are a holistic firm with a special focus on tax planning.People always ask about our name. […]

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Interview with David Feldman, Founder of 3 Owl an Award-Winning Creative Agency

David Feldman is the founder of 3 Owl, an award-winning creative agency that crafts nimble brand identities and elegant digital experiences to equip clients for success. With a small core team and a carefully curated network of seasoned contractors, 3 Owl has generated tens of millions of dollars in added revenue for Fortune 500 and […]

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Interview with Morgan Lloyd Independent Insurance Agent with Trailstone Insurance Group

I was lucky to grow up on a small farm in Southeastern Ohio. It was a kind of idyllic childhood surrounded by fields and forests. When I graduated high school, I was looking for adventure, so I booked a one-way ticket to Anchorage, Alaska with vague ideas of making a fortune on the frontier. I […]

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Interview with Dom Farnan Founder & CEO of DotConnect™

I am a conscious leader. That means I pause before I react. I thoughtfully make choices. I am intentional in my efforts across all facets of my life. I build businesses by uncovering talent. I love connecting talent with their dream jobs through understanding their values and aligning their professional lives with their personal passions […]

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Interview with Jack Tompkins Founder of Pineapple Consulting

Data can be fun. Seriously! I have an absolute blast talking about how businesses can become more data-driven. It’s easier than most people think and it’s more impactful than you can imagine.I’m originally from Connecticut but moved to Charlotte, NC and have been running my company for a couple years, and I love every second […]

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Interview with John Brown, Creator of the BEI Exit Planning Process for Financial Professionals

John is the founder of BEI, started his career in Exit Planning 30+ years ago as an estate-planning attorney. He created The BEI Seven Step Exit Planning Process™ and successfully tested it on hundreds of his own business-owner clients. In 1990, he wrote How to Run Your Business So You Can Leave It in Style […]

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Interview with Tony Lupina Owner of Lupina Financial Services

Tony Lupina has been helping people acquire and protect their wealth for over 37 years. He helps people and businesses save money in taxes through financial strategies. He is licensed in over 13 states and in addition offers health and life insurance as well as Annuities. Moved to Tennessee with the intention of retiring, but […]

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Interview with Isaac Ho Master Sales and Mindset Coach

Isaac is a sought-after health expert who helps entrepreneurs double to triple their income while having peace and ease inside and outside of their business. His clients routinely sell $20k-$50k packages, and he helps clients make more sales by not only teaching them sales skills but by transforming their mindset, emotions, and well-being. Isaac got […]

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Interview with Ken Abel Sales Director with Trailstone Insurance Group

I am a Colorado Native that loves camping, hiking, and enjoying our beautiful Rocky Mountains. I grew up playing soccer, track and field, fencing, tae-kwon-do, racquetball, and snowboarding. I was always doing something active or creative. If I was not playing a sport, I was practicing my artistic skills drawing and painting. I still have […]

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Interview with Joshua Sherrard President & CEO of Strategic Navigators Discussing Cash-Flow Accounting & Navigating Business Partnerships

Josh started his first business at twelve years old with a natural inclination for being an entrepreneur. Since then he has been involved in start-ups, corporate America, and international business development. He has over a decade of experience in the Non-Profit Sector managing multi-million dollar companies in addition to many years as a financial advisor […]

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Interview with Boon Chew Founder of Tappollo

Tappollo is a venture builder that helps startups and market leaders launch their mobile app initiatives.Boon is also an angel investor and advises startup founders globally. Learn More: https://www.tappollo.com/

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Interview with Joshua Sherrard President and CEO of Strategic Navigators Discussing the Rich Man Roth

Josh started his first business at twelve years old with a natural inclination for being an entrepreneur. Since then he has been involved in start-ups, corporate America, and in international business development. He has over a decade of experience in the Non-Profit Sector managing multi-million dollar companies in addition to many years as a financial […]

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Interview with Nick Bour Founder and CEO of Inspire Wealth Launching the Michigan Business Leaders Podcast

Nick has been in the financial services industry for twenty years. His passion for the industry was weighted primarily on the ability to work directly with families and businesses in a way that would truly impact their lives and the generations that follow them. After working across several major companies throughout his career, Nick decided […]

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Interview with Joshua Sherrard, President and CEO of Strategic Navigators Discussing Guidance on Business Transition

Josh started his first business at twelve years old with a natural inclination for being an entrepreneur. Since then he has been involved in start-ups, corporate America, and international business development. He has over a decade of experience in the Non-Profit Sector managing multi-million dollar companies in addition to many years as a financial advisor […]

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Interview with Don Purcell, CPA, Certified Kingdom Advisor & Founder of Clarity Business Coaching Discussing The 2-Page Business Plan

Don’s Vision Statement: To help clients be good stewards of money and possessions.Purpose Statement To glorify God by serving His PeopleMission Statement To serve God’s people through intelligent and objective advice based on the Truth and Wisdom of God’s Word. Purcell explained that “Critical to your vision for your business is an understanding of your […]

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Interview with Nick Bour Founder and CEO of Inspire Wealth Discussing Retirement & Exit Planning for Business Owners

Nick has been in the financial services industry for twenty years. His passion for the industry was weighted primarily in the ability to work directly with families and businesses in a way that would truly impact their lives and the generations that follow them. After working across several major companies throughout his career, Nick decided […]

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Interview with Paul Fokken 401K Expert

I help employees and employers with a 401(k) by providing every employee the opportunity for Personalized Professional Account Management (PPAM). I also help businesses delegate virtually all their 401(k) plan corporate and personal risk away to other 3rd parties and helping to reduce plan responsibilities Learn More: https://www.fokkenfinancial.comwww.boostyour401k.com     Investment Adviser Representative of and […]

Interview with Scott Melbye CEO and Director of Uranium Royalty Corp

Mr. Melbye has been a director of the Company since April of 2017 and has been the Chief Executive Officer and President of the Company since October 2019. He has over 37 years of experience in the nuclear energy industry and has held leadership positions in various uranium mining companies and industry organizations. Mr. Melbye […]

Interview with Coach Chris McFarland CEO of Zero Limit Group

Chris is a record-setting producer who shows agents how to break through to life-changing success & long-term security with proven appointment setting systems based on eliminating debt to build wealth for everyday Americans. “Coach Chris”, as he is also called also teaches the Infinite Banking Concept (IBC) using the most up-to-date products that can replace […]

Interview With Neena R. Speer Attorney, Author, and Speaker Discussing Her “Trademark That Thursdays” Virtual Summit

She has a solo law firm called the Neena R. Speer Law Firm LLC. She is a Founder and Executive Director of her mentoring nonprofit focused on continuous mentorship for all students at all levels K-12 & college, Step 1-2-3 Mentor for Life Initiative that she started her 3L year of law school. Lastly, she […]

Interview with Brock Falconer Regional Director of Sales for dibrokerWest

Since being introduced into the market in 2007, I’ve been a highly motivated advocate for the Income Protection/DI market. People too often assume they will continue to collect a paycheck, never thinking this is something they should insure. Outside of my goals in the DI space, I enjoy spending time with my wife of 17 […]

Interview with Kaitlyn Carlson Founder & CEO of Theory Planning Partners

Theory Planning Partners is a boutique wealth creation firm for the top female entrepreneurs in the United States.Before launching Theory Planning Partners, Kaitlyn spent the majority of her career at UBS Financial Services, Inc., where she held roles in the South as well as the Northeast. There, she developed more than 300 financial plans for […]

Interview With Carol Sanford Founder and Designer of The Regenerative Business Development Community

Carol is a consistently positive contrarian working side by side with Fortune 500 and new paradigm executive teams in designing and leading systemic business change and work design. Through her university and in-house educational offerings, global speaking platforms, multi-award-winning books, business and human development work, Carol works to disrupt old paradigm thinking. The effect is […]

Interview with John Medina Founder of John Medina Buys Houses

I have been married to my wife Yvette for 15 years and we have an 13 year son named Christian. When Yvette and I are not working, we spend as much time as possible with our family and friends, who are lucky enough to live close by. John enjoys fishing and skiing. We enjoy camping […]

Conscious Capitalism Interview with Jeff Risley Chief Growth Officer at Saxum

Saxum is an issues-obsessed agency delivering strategic campaigns and digital solutions for a changing world. The team at Saxum is unapologetically committed to a better world, and Jeff loves nothing more than helping business audiences make meaningful change within their own organizations through smart and efficient investments in smart marketing strategies and new technologies. With […]

Interview with Mark Yegge the Wealth Architect

Mark has spent his entire life learning and teaching people about wealth and the importance of a success mindset.He started investing when he was 12 – and made enough to buy his first car at 16. Mark started, and later sold, his Wall Street software company– the company that ushered in after-hours trading. He then […]

Interview with Charles Walt Wilson Founder of Private Pension by Design

Charles “Walt” Wilson established this company over ten years ago, to assist individuals and businesses in planning for retirement and building consistent growth while protecting their principal and providing certainty, clarity and guarantees. Private Pension by Design informs and educates individuals and businesses about alternative concept in planning for retirement. You should have freedom to […]

Interview with Lewis Schiff Executive Director of Moonshots & Moneymakers

Creator of Fellowship Week, the entrepreneur school for Inc. 5000 and other owners of fast-growth entrepreneurs and the Chairman of Birthing of Giants: The Oxford Innovation Conference for American Entrepreneurs. Lewis is also the author of the best-selling book, Business Brilliant, which focuses on the wealthcreating behaviors and attitudes for the new economy (Harper Collins […]

Interview with Ty Brady Owner of Brady Insurance Marketing

After being forced out of his career in construction, in the crash of 2008, Ty Brady started over and began his career specializing in helping individuals with their Medicare needs. He started Brady Insurance Marketing in 2012 and has since expanded into 44 states. Ty assists in recruiting and training over 3000 agents nationwide. He […]

Interview with Nick Bour Founder and CEO of Inspire Wealth Discussing His Wealth Management Formula

Nick has been in the financial services industry for twenty years. His passion for the industry was weighted primarily in the ability to work directly with families and businesses in a way that would truly impact their lives and the generations that follow them. After working across several major companies throughout his career, Nick decided […]

Interview with Kevin Volz CEO of Badger Insurance Advisors

The year was 1992, and Kevin Volz, a recent graduate of the University of Wisconsin (Badgers), got his start in the financial services arena. Over the years, his practice transformed from investment advising to planning, to incorporating in-depth insurance analysis for clients. Today, Kevin takes his knowledge of risk management strategies and provides one-on-one guidance […]

Interview with Drexwell Seymour Certified Public Accountant & Author of Rise Up And Take Your Position

He has been practicing accounting since 1991 after graduating with an MBA in Finance. However, he has discovered his passion and purpose in life about 4 years ago which is to encourage, inspire and influence others. He fulfils this purpose through his weekly writings, his Youtube channel and the host of a Financial talk show. […]

Interview With David Garofalo CEO of Gold Royalty Corp

Mr. Garofalo has served as Chief Executive Officer, President and Chairman of the board of directors of the Company since August 2020. Mr. Garofalo has worked in various leadership capacities in the natural resources sector over the last 30 years. Prior to joining the Company, he served as President, Chief Executive Officer and a director […]

Interview With Kevin Coffey CEO of Complete Spectrum Financial Services Discussing His Unique Donation Fundraiser Program

Kevin Coffey grew up in North Denver and is a native of Colorado. His company is built on old fashion values, which he learned from his grandparents, Flory Iacovetto & Rose Lombardi, who taught him that client satisfaction should mean more than earning money or increasing a company’s stock price. In addition, Kevin was inspired […]

Interview With Greg Gelineau Executive Vice President at American Senior Benefits

37-years of Executive level leadership experience. I have successfully built and led three Financial service branches to record setting results. I have been a public key speaker at many national events. Received prestigious Diamond and Platinum awards from GAMA for General Agency Leadership. Qualified as the #1 Assoc.Regional Director in America 3 consecutive years, as […]

Interview with Pete Piranio Founder of the EmpirePreneur Fitness Business Operating System

Pete has been involved with successfully growing and scaling a businesses for over 20 years. In a the fitness industry and business model where most who attempted to truly scale- failed. He built a multi-state, multi-location, and multi-million dollar personal training business with 5 locations and 12 franchise partners. He’s help a franchise grow from […]

Interview with Don Purcell, CPA, Certified Kingdom Advisor with Clarity Business Coaching Discussing the Benefits of a Business Advisor

Don’s Vision Statement: To help clients be good stewards over money and possessions. Purpose Statement To glorify God by serving His People Mission Statement To serve God’s people through intelligent and objective advice based on the Truth and Wisdom of God’s Word. Experience Don has over 25 years of experience in the financial services industry. […]

Interview with LM Stamper Managing Director with Evermore Wealth Discussing How Women Can Grow Money Tax Free

LM Stamper helps women over 40 to retire early, keep the same lifestyle, and not run out of money through his SGD™️ Process. Over the past 10 years, he’s helped some of the most successful female professionals implement saving and investing strategies that move them towards a path of financial freedom and security (his bread […]

Interview with Eric Holsapple Founder of Living In The Gap

Holsapple is a successful developer and entrepreneur who has used mindfulness to transform his life and business and helps others to do the same. Eric has a PhD in Economics, has been a real estate CEO and developer for nearly 40 years, lectured real estate at Colorado State University for 20 years, and practiced yoga […]