Interview with Bob Chitrathorn, Co-Founder of Simplified Wealth Management Discussing Social Security Claiming Options

Suthipong Robert Chitrathorn (or Bob for short) came from humble beginnings. Born to parents Puttachart and Sakul Chitrathorn, Bob was raised in a mobile home park in Colton, CA. His parents migrated to Michigan from Bangkok, Thailand in 1974, before settling in Southern California. As a child, Bob didn’t realize how good others had it […]

Interview with Mark Hansen, Financial Planner at Second Comma

Introducing Mark, the financial planner at Second Comma, a trusted partner in striving for financial success. Mark helps his clients navigate the complexities of personal finance, ensuring they make informed decisions to secure their financial future. By following Mark’s advice, couples can gain control over their finances, start saving for their dream home, and even […]

Interview with Fred Cook, Partner & Wealth Advisor with CAVU Financial Discussing 401K Strategies

In the Financial Services Business for almost 40 years, Fred has spent his career in Banking, Insurance, Investments, Financial Planning, and Wealth Management. While most institutions look at these disciplines as competing, Fred deeply understands they all need to work together in his client’s financial lives. In order to have the independence needed, and the […]

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Interview with Financial Professional Bill Andrews Discussing Objectives for Bond Allocations

With over four decades of experience in the insurance, banking, and brokerage industries, Bill Andrews began his career in 1979 as a life insurance and securities professional. The financial world became his early playground and he loved it. In the 1980s he joined one of the most respected firms in the securities industry and gained […]

Interview with Cory Roberson, Founder and CEO with FIN Compliance

Cory Roberson serves as the Founder/CEO of FIN Compliance (FinCompliance.io), a comprehensive consortium specializing in compliance, consulting, and training management solutions tailored to assist boutique investment firms in structuring, maintaining, and enhancing their internal regulatory review programs. In collaboration with partner brands like FIN Disclosure, Lancer, and Auditor, Cory addresses compliance, consulting, disclosure, and training […]

Interview with Jim Billington, Managing Director of Wealth Pilots Discussing the Retirement FLIGHT Plan

I started in Retirement Preservation Planning 22 years ago as the Tech Bubble, started moving towards a meltdown, and I saw Wall Street throwing out all the fundamentals and taking too much risk with people’s nest eggs. I am a second-generation financial manager, as my Father was the Regional Director of the Nation’s largest Brokerage […]

Interview with Jeff Buehner Author of The Sultan’s Seven Secrets

Jeff Buehner is the world’s foremost expert on the writings of the richest man to ever walk the earth – Sultan Musa of Mali. For 25 years, Jeff has used historical lessons in wealth-building to help his clients take control of their lives, manage their feelings, and achieve their dreams. Jeff recently authored The Sultan’s […]

Interview with Troy Thompson, Owner and Founder of Angel of Freedom Financial

Troy Thompson is the owner and founder of Angel Of Freedom Financial. He works with a proactive team of specialists who provide tremendous value in the areas of tax, law, wealth management, risk management, estate planning, and business development. This holistic approach multiplies and accelerates current plans, and identifies areas for enhancement. Troy has over […]

Interview With Gary Scofield Founder Mansfield Financial Strategies Discussing Life Insurance

Gary is an accomplished financial advisor who has spent over four decades dedicated to guiding clients toward financial prosperity in retirement. With impressive credentials, including a lifetime membership in MDRT (Million Dollar Round Table), Gary’s expertise shines. His certifications as a Certified Senior Advisor (CSA) and Certified Long-Term Care (CLTC) specialist demonstrate his proficiency in […]

Interview with Fred Cook Partner & Wealth Advisor w/CAVU Financial Discussing Portfolio Preservation

In the Financial Services Business for almost 40 years, Fred has spent his career in Banking, Insurance, Investments, Financial Planning, and Wealth Management. While most institutions look at these disciplines as competing, Fred has a deep understanding they all need to work together in his client’s financial lives. To have the independence needed, and the […]

Interview with Ron Cook Owner of Cook Tax & Retirement Discussing How Taxes Impact Retirement

Ron began his career in the insurance and financial industry in 1988 and has included banking, mortgage origination, and retirement income planning. Throughout his career, he has learned that if you help people address their concerns, you will have a gratifying business. Steering people toward a more stable and predictable retirement is his mission, as […]

Interview With Ron Cook Jr, Owner of RC Wealth Advisors Discussing Smart Retirement Strategies

Ron Cook Jr. is an independent fiduciary Investment Advisor Representative that helps families with the fear of possibly running out of money in retirement, lowering or eliminating retirement financial risks, and protecting their retirement funds from unexpected life events. He prides himself in making complex situations simple and easy to put into place with comprehensive […]

Interview with Linda Kaye Business and Wealth Building Strategist

Linda is a lifetime entrepreneur, international best-selling author, and accomplished musician. Growing up with 7 highly competitive brothers, she learned the importance of standing out by learning how to play the piano. Her early business lessons led her to become a professional musician at the age of 14, and within a few years led to […]

Interview with Ron Cook Owner of Cook Tax & Retirement Discussing Market Loss Protection

Ron began his career in the insurance and financial industry in 1988 and has included banking, mortgage origination, and retirement income planning. Throughout his career, he has learned that if you help people address their concerns, you will have a gratifying business. Steering people toward a more stable and predictable retirement is his mission, as […]

Interview with Ron Cook Owner of Cook Tax & Retirement Discussing Guaranteed Income

Ron began his career in the insurance and financial industry in 1988 and has included banking, mortgage origination, and retirement income planning. Throughout his career, he has learned that if you help people address their concerns, you will have a gratifying business. Steering people toward a more stable and predictable retirement is his mission, as […]

Interview With Ron Cook Jr, Owner of RC Wealth Advisors Discussing Secure Retirement Strategies

Ron Cook Jr is an independent fiduciary Investment Advisor Representative who helps families with the fear of possibly running out of money in retirement, lowering or eliminating retirement financial risks, and protecting their retirement funds from unexpected life events. He prides himself in making complex situations simple and easy to put into place with comprehensive […]

Interview with Jamie McKibbin System Design Strategist

Jamie McKibbin is a System Design Strategist who has been in the consulting industry for over 12 years. Jamie has a BS in Economics from the University of Pittsburgh. He’s co-founded 4 companies utilizing his experience in neural network mapping methodology. Jamie has worked with several Fortune 100 companies and exited his first business at […]

Interview With Ron Cook, Jr. Owner of RC Wealth Advisors Discussing a Simple Retirement Strategy

Ron Cook Jr is an independent fiduciary Investment Advisor Representative that helps families with the fear of possibly running out of money in retirement, lowering or eliminating retirement financial risks, and protecting their retirement funds from unexpected life events. He prides himself in making complex situations simple and easy to put into place with comprehensive […]

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Interview with Stuart Berg Financial Success Consultant

Stuart is a highly accomplished financial success consultant with a strong background in strategic business and a passion for helping families achieve financial independence. With an MBA in Strategic Business from Hofstra University, as well as a computer science degree and behavioral science minor from NYIT, Stuart possesses a unique blend of analytical skills and […]

Interview With Gary Scofield Founder Of Mansfield Financial Strategies Discussing Long-term Care Insurance

Gary is an accomplished financial advisor who has spent over four decades dedicated to guiding clients toward financial prosperity in retirement. With impressive credentials, including a lifetime membership in MDRT (Million Dollar Round Table), Gary’s expertise shines. His certifications as a Certified Senior Advisor (CSA) and Certified Long-Term Care (CLTC) specialist demonstrate his proficiency in […]

Interview with John Martin with Compass Wealth Strategies Discussing Business Tax Strategies

Hard-working business owners and Professionals shouldn’t have to forfeit paying unnecessary taxes while working and especially during retirement.John Martin, CEP, RFC, IAR of Advanced Tax Planners started his career 27 years ago as an independent financial advisory & wealth management firm in New York. He has served the business community by providing tax reduction strategies, […]

Interview with Albert Corey Cash Injection Specialist

Albert is a seasoned entrepreneur with an impressive track record. As the author of two Amazon Best Sellers, he has solidified his expertise in the business world. Throughout his career, Albert has had the privilege of working alongside renowned mentors such as Grant Cardone, Bill Walsh, and Tony Robbins, among others. With nearly four decades […]

Interview with Pete Mussoni, Founder of Income Security Associates

He has lived in Charlotte since 1987 and has been protecting families and businesses since 2003. After 19 years of corporate industrial sales (and associated travel), He wanted to be more impactful and serve the concerns of the people who matter most, the people closest to home. His commitment started with health and life coverages […]

Interview with Michael Ross, Financial Advisor with Lattice Wealth Management Group

Michael Ross spent 34 years with one of the largest banks on Wall Street and then became an independent Financial Advisor in 2021. He is the author of the Amazon Best Seller: The False Hope of Global Diversification: Confessions of a Portfolio Management Maverick, as well as multiple Webinars and talks around portfolio management and […]

Interview with Financial Professional Bryan Baysinger Discussing Tax Qualified Plans

Bryan has been a well-known Financial Professional and Educator for the Last 36+ Years! Bryan has developed a specialty working with Semi-Retired and Retired persons aged 50+. Hundreds have attended his classes on learning how to Shield their Life Savings (Assets) from all the negative issues out there that they are usually unaware of! Knowledge […]

Interview with Financial Professional Bill Andrews Discussing How to Protect Wealth

With over four decades of experience in the insurance, banking, and brokerage industries, Bill Andrews began his career in 1979 as a life insurance and securities professional. The financial world became his early playground and he loved it. In the 1980s he joined one of the most respected firms in the securities industry and gained […]

Interview with Steven Weigler, Founder and Managing Partner with EmergeCounsel

Steven is the Founder and Managing Partner of EmergeCounsel, whose mission is to provide a worldwide clientele with legal counsel on the protection of intellectual property and business assets at a lower price point than large legal firms. In order to fulfill its mission, Steven developed systems-based approaches, which combine best-in-class legal technology for legal […]

Interview with Coty Church, Owner & Founder of Tap Energy & Winner of the 2023 Regis University Innovation Challenge

Coty Church is the Owner and Founder of Tap Energy LLC.He has created a patent-pending micro hydroelectric generator for residential and commercial use that taps into the potential energy already present in people’s daily lives. Learn more:https://www.tapenergyllc.com

Interview with Brad Jones, Founder, and Financial Advisor with Jones Retirement Advisors

Brad is dedicated to helping clients create financial independence through a well-thought-out financial strategy for retirement. As a junior in high school, Brad knew he wanted to be a financial advisor and help others work toward their retirement dreams. He then went on to attend Eastern Michigan University and graduated with his Bachelor’s Degree in […]

Interview with Financial Professional Bill Andrews Discussing Annuities

With over four decades of experience in the insurance, banking, and brokerage industries, Bill Andrews began his career in 1979 as a life insurance and securities professional. The financial world became his early playground and he loved it. In the 1980s he joined one of the most respected firms in the securities industry and gained […]

Interview with Ben Green Co-Founder of Ready2Retire™ Discussing Preserving Black wealth

A native of Columbia, SC, Ben is a Co-Founder of Ready2Retire™, the leading retirement planning firm for people who want to retire with confidence. Ben greatly appreciates customer service and client satisfaction, honed from over 20 years of experience, and is recognized nationwide as a top retirement, insurance, Medicare, and Social Security planner. He has […]

Interview With Rick Mosley, President of Black Pearl Insurance Solutions – College Planning Tips

Rick is an insurance executive with a wide breadth of experience backed by a 20+ year record of delivering solid improvements in operating efficiency, productivity, and overall financial performance in Fortune 40 affiliated insurance companies, Rick Mosley has spent his career finding money where others could not. While providing over $1 billion in revenue for […]

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Interview with Nicolas J. McLeod Wealth Preservation Specialist-Navigating Fed rate hikes that impact retirement

Nicolas (Nic) J. McLeod is a man of determination and grit. No matter if he’s spending time with his wife and kids, creating music, honing his body-building skills, or helping the many families he now calls “friends” find the best ways for them to preserve their wealth and build their retirement savings—he brings a high […]

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Interview with Kirk Conole, Partner and Chief Operating Officer with DCI Solutions

Kirk Conole serves as the Chief Operating Officer overseeing client relationships and business development activities for the company. Before joining DCI, Kirk was the principal of Independent Energy Services, providing utility rate and tariff analysis along with economic analysis for energy projects such as backup generation, co-generation, solar energy, and energy efficiency. Kirk’s deep expertise […]

Interview with Ben Green Co-Founder of Ready2Retire™ Discussing Annuity Strategies

A native of Columbia, SC, Ben is Co-Founder of Ready2Retire™, the leading retirement planning firm for people who want to retire with confidence. Ben greatly appreciates customer service and client satisfaction, honed from over 20 years of experience, and is recognized nationwide as a top retirement, insurance, Medicare, and Social Security planner. He has over […]

Interview with Nicolas J. McLeod Wealth Preservation Specialist Discussing Asset Allocation Design for Retirement

Nicolas (Nic) J. McLeod is a man of determination and grit. No matter if he’s spending time with his wife and kids, creating music, honing his body-building skills, or helping the many families he now calls “friend” find the best ways for them to preserve their wealth and build their retirement savings—he brings a high […]

Interview with Nicolas J. McLeod Wealth Preservation Specialist

Nicolas (Nic) J. McLeod is a man of determination and grit. No matter if he’s spending time with his wife and kids, creating music, honing his body-building skills, or helping the many families he now calls “friend” find the best ways for them to preserve their wealth and build their retirement savings—he brings a high […]

Interview with Sherry Auble Founder of Savvy Women & Wealth -Selecting the Best Niche to Market To

Sherry grew up in a struggling blue-collar family where money was scarce and at times, nonexistent. But she was determined to create a better and more fulfilling life for herself and she had been able to do that with the gift of perseverance and resilience. She had her share of knocks, but she always get […]

Interview with Ben Green Co-Founder of Ready2Retire™

A native of Columbia, SC, Benjamin is Co-Founder of Ready2Retire™ President, the leading retirement planning firm for people who want to retire with confidence. Benjamin greatly appreciates customer service and client satisfaction, honed from over 20 years of experience, and is recognized nationwide as a top retirement, insurance, Medicare, and Social Security planner. He has […]

Interview with Sherry Auble Founder of Savvy Women & Wealth-Overcoming the Fear of Sales

Grew up in a struggling blue-collar family where money was scarce and at times, nonexistent. But she was determined to create a better and more fulfilling life for herself and she had been able to do that with the gift of perseverance and resilience. She had her share of knocks, but she always get up […]

Interview with David Cargill Financial Advisor with LPL Financial

Mr. Cargill graduated from the University of Nebraska – Lincoln in 2014 with a Bachelor of Science in Business Administration. His primary focus was Accounting. He also emphasized Economics and Spanish. Mr. Cargill joined LPL in 2022 after two years with a similar firm. There he oversaw 50 retirement plans: coordinating and conducting their annual […]

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Interview With Gary Scofield Founder of Mansfield Financial Strategies Discussing Annuities 101

Gary is an accomplished financial advisor who has spent over four decades dedicated to guiding clients toward financial prosperity in retirement. With impressive credentials, including a lifetime membership in MDRT (Million Dollar Round Table), Gary’s expertise shines. His certifications as a Certified Senior Advisor (CSA) and Certified Long-Term Care (CLTC) specialist demonstrate his proficiency in […]

Interview with Retirement Consultant James Haass Discussing Life Insurance for Retirement

Over 40 years in financial services including 20 plus years with Northwestern Mutual Life. 15 Years as a financial advisor with large banks. Started own agency in 2015 with partner/spouse Michelle Haass, Thoroughbred Advisors. Probably the greatest gift I provide for my clients when they retire is a good night’s sleep. Learn More: https://www.BrookeQuinn.com

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Interview with Sherry Auble, Founder of Savvy Women & Wealth – The Importance of Having A Business Plan

Grew up in a struggling blue-collar family where money was scarce and at times, nonexistent. But I was determined to create a better and more fulfilling life for myself and I’ve been able to do that with the gift of perseverance and resilience. I’ve had my share of knocks, but I always get up and […]

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Interview with Retirement Consultant James Haass Discussing Fixed Income Annuities

Over 40 years in financial services including 20 plus years with Northwestern Mutual Life. 15 Years as a financial advisor with large banks. Started own agency in 2015 with partner/spouse Michelle Haass, Thoroughbred Advisors. Probably the greatest gift I provide for my clients when they retire is a good night’s sleep. Learn More: https://www.BrookeQuinn.com

Interview w/Miriam Divinsky, Ph.D. Author of “Playing The Game Of Life And Business To Win” Discussing The Game of Success

Miriam is a business and personal coach who helps her clients synchronize their inner and outer lives. She helps her clients to synchronize their business, “Outer Game of Success,” with their “Inner Game of Success,” with who they really are. The synchronization of these two games of life allows her clients to live their professional […]

Interview with James Haass Retirement Income Specialist

Over 40 years in financial services including 20 plus years with Northwestern Mutual Life. 15 Years as a financial advisor with large banks. Started own agency in 2015 with partner/spouse Michelle Haass, Thoroughbred Advisors. Probably the greatest gift I provide for my clients when they retire is a good night’s sleep. Learn More: https://www.linkedin.com/in/james-haass-aa611377/ or […]

Interview with Miriam Divinsky, Ph.D. Author of “Playing The Game Of Life And Business To Win” Discussing Conscious Living

Miriam is a business and personal coach who helps her clients synchronize their inner and outer lives. She helps her clients synchronize their business, “Outer Game of Success,” with their “Inner Game of Success,” who they really are. The synchronization of these two games of life allows her clients to live their professional lives with […]

Interview with Jacques Skuteeki Business Innovation Strategist

Jacques Skuteeki is a McGill graduate in Economics and Marketing. Started his career in sales and then got his first dream job in the pharmaceutical industry. Then, his interest was to get into Hospital Supplies so he could learn about group purchasing, his next step was to discover the world of Diagnostics; quickly after he […]

Interview w/ Daniel Collison w/ Advice2Advisors & Author of Building Bigger & Better Discussing Confident Growth Plan

Daniel Collison has over 30 years in the financial services industry. Dan is the co-founder and Managing Partner in the financial education firm Advice2Advisors, which trains, mentors and coaches financial advisors of all tenures. Dan is a CFP, TEP and taught Personal Financial Management, in the MBA Program at the Schulich School of Business since […]

Interview with Matt Reiner Managing Partner of Capital Investment Advisors

Matt Reiner is a CFA® Charterholder, CERTIFIED FINANCIAL PLANNER™, and partner at Capital Investment Advisors, a $4.3B (as of December 2022) RIA in Atlanta, Georgia. Additionally, Matt is the managing partner of Wela Strategies, an RIA that deals with the investment needs of the mass affluent. The MattReiner.com site was created from Matt’s passion to […]

Interview w/ Daniel Collison w/ Advice2Advisors & Author of Building Bigger & Better Discussing Confident Business Structure

Daniel Collison has over 30 years in the financial services industry. Dan is the co-founder and Managing Partner in the financial education firm Advice2Advisors, which trains, mentors, and coaches financial advisors of all tenures. Dan is a CFP, TEP and taught Personal Financial Management, in the MBA Program at the Schulich School of Business since […]

Interview w/ Daniel Collison w/ Advice2Advisors & Author of Building Bigger & Better: Growth Strategies of Top-Producing Financial Advisors

Daniel Collison has over 30 years in the financial services industry. Dan is the co-founder and Managing Partner in the financial education firm Advice2Advisors, which trains, mentors, and coaches financial advisors of all tenures. Dan is a CFP, TEP and taught Personal Financial Management, in the MBA Program at the Schulich School of Business since […]

Interview with Bob Chitrathorn Co-Founder of Simplified Wealth Management

Suthipong Robert Chitrathorn (or Bob for short) came from humble beginnings. Born to parents Puttachart and Sakul Chitrathorn, Bob was raised in a mobile home park in Colton, CA. His parents migrated to Michigan from Bangkok, Thailand in 1974, before settling in Southern California. As a child, Bob didn’t realize how good others had it […]

Interview with Kerry Morris, CFP® Founder of HonorShield Discussing the National Aging Crisis

Kerry Morris, Author of When Retirement Goes Bad, Life Sucks, Certified Financial Educator, and CERTIFIED FINANCIAL PLANNER™ professional. Kerry Morris has been serving families for the past twenty-five years as a financial planner and advisor. He has recently launched HonorShield, LLC., as a way to challenge the current thinking and behavior of consumers and financial […]

Interview with Tim Dern, Retirement Income Certified Professional and Managing Partner with Mana Financial Group Discussing Taxes in Retirement

With decades of experience in the industry as a 65 securities licensed professional, he brings a wealth of expertise to his clients. Unlike traditional broker-dealer models, his fee-based approach puts you first. He leads a private wealth team, offering top-notch asset management services with a focus on retirement strategies. As an RICP (Retirement Income Certified […]

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Interview with Erin Botsford, CFP® Creator of The Elite Advisor Success System™ Discussing The Proper Order of Business Building

Having spent 31 years in the financial services business and achieving at the highest levels (Barron’s Top 100 in all categories: Independent, Advisor and Women), Erin sold her business in 2017 in a successful exit – a step most advisors would like to achieve at the end of their careers. Today, she delivers value to […]

Interview with Kerry Morris, CFP® Founder of HonorShield Discussing Care for Spouses & Aging Parents

Kerry Morris, Author of When Retirement Goes Bad, Life Sucks, Certified Financial Educator, and CERTIFIED FINANCIAL PLANNER™ professional. Kerry Morris has been serving families for the past twenty-five years as a financial planner and advisor. He has recently launched HonorShield, LLC., as a way to challenge the current thinking and behavior of consumers and financial […]

Interview with Erin Botsford, CFP® Creator of The Elite Advisor Success System™ Discussing The Secret to Closing

Having spent 31 years in the financial services business and achieving at the highest levels (Barron’s Top 100 in all categories: Independent, Advisor, and Women), Erin sold her business in 2017 in a successful exit – a step most advisors would like to achieve at the end of their careers. Today, she delivers value to […]

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Interview with Tim Dern, Retirement Income Certified Professional, and Managing Partner with Mana Financial Group Discussing Asset Allocation

With decades of experience in the industry as a 65 securities licensed professional, he brings a wealth of expertise to his clients. Unlike traditional broker-dealer models, his fee-based approach puts you first. He leads a private wealth team, offering top-notch asset management services focusing on retirement strategies. As an RICP (Retirement Income Certified Professional), he […]

Interview with Miriam Divinsky, Ph.D. Author of “Playing The Game Of Life And Business To Win-the Search For Truth And Enlightenment”

Miriam is a business and personal coach who helps her clients synchronize their inner and outer lives. She helps her clients to synchronize their business, “Outer Game of Success,” with their “Inner Game of Success,” with who they really are. The synchronization of these two games of life allows her clients to live their professional […]

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Interview with Linda Jensen Principal and Owner of Heart Financial Group Discussing How Taxes Impact Retirement

Linda has been self-employed for her entire life. A successful financial advisor since 1994, she has enjoyed all aspects of entrepreneurship, especially problem-solving, sizing up dilemmas, and working through complexities with creative solutions. She is a lifelong learner. In addition, she has a passion for establishing a good rapport with business owners and clients helping […]

Interview with Dr. Lonnie Herman, creator of the Rapid Health Restoration System Discussing Quantum Energized Medicine

Dr. Herman has helped countless people, restore their optimal health, who have suffered from terrible chronic diseases. My passion and life mission is restoring hope to people who were told there was no hope. I fulfill this passion by using a very precise, scientifically based method to uncover the root cause of any disease, and […]

Interview with Dr. Lonnie Herman, creator of the Rapid Health Restoration System Discussing What Causes Chronic Diseases?

Dr. Herman has helped countless people, restore their optimal health, who have suffered from terrible chronic disease. My passion and life mission is restoring hope to people who were told there was no hope. I fulfill this passion by using a very precise, scientifically based method to uncover the root cause of any disease, and […]

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Interview with Ashley Cline, Digital Marketing Consultant Vice President & Co-Founder of Ice Cream Social

Ashley Cline is a Digital Marketing Consultant and Freelancing Expert. With more than 15 years of experience in the digital marketing space, she specializes in building strategic marketing plans, mapping strategy execution, and collaborating to optimize tactics that drive increased performance for clients, primarily in the Events & Entertainment space but has extensive experience working […]

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Interview with Elliot Kallen, President of Prosperity Financial Group

Elliot H. Kallen is a leader who brings over 30 years of passion and robust entrepreneurial business ownership experience to his elite Financial Planning & Advising practice. He has built international organizations, been the CEO of two other companies before forming Prosperity Financial Group, Inc., and is a frequent keynote speaker to charities, podcasts, and […]

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Interview with Dr. Lonnie Herman, creator of the Rapid Health Restoration System Discussing Water Memory

Dr. Herman has helped countless people, restore their optimal health, who have suffered from terrible chronic diseases. My passion and life mission is restoring hope to people who were told there was no hope. I fulfill this passion by using a very precise, scientifically based method to uncover the root cause of any disease, and […]

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Interview with Boo, Professional Speaker and Creator of the Evolution of Thinking

Christian Boucousis, widely known as Boo, is a world-renowned professional speaker with a reputation for delivering life-changing insights. With thousands of 5-star Google reviews, Boo is one of the most impactful speakers on individual and organizational performance in today’s high-paced digital economy. He is credited with helping global leaders, including McDonalds, Zurich, Pfizer, Microsoft, Specsavers, […]

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Interview with Erin Botsford, CFP® Creator of The Advisor Authority™ Discussing The Elite Mindset

Having spent 31 years in the financial services business and achieving at the highest levels (Barron’s Top 100 in all categories: Independent, Advisor, and Women), Erin sold her business in 2017 in a successful exit – a step most advisors would like to achieve at the end of their careers. Today, she delivers value to […]

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Interview with Brent Hines, Co-founder and Chief Development Officer of the Foundation for Financial Wellness

What do you do when life’s advantages disappear? Brent Hines knows firsthand the overwhelm and frustration that comes from years of searching for the formula of a high-performing life. In July of 2008, Brent lost everything, and the worst part…it was his fault. His career, his dreams, his identity, and his future disappeared overnight.Today, Brent […]

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Interview with Dr. Lonnie Herman, creator of the Rapid Health Restoration System

Dr. Herman has helped countless people, restore their optimal health, who have suffered from terrible chronic disease. My passion and life mission is restoring hope to people who were told there was no hope. I fulfill this passion by using a very precise, scientifically based method to uncover the root cause of any disease, and […]

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Interview with Renée Kennedy, President of AAA Life Solutions Discussing a Bold Approach to Business Planning

Renée Kennedy brings over 25 years of industry experience to the table. Our priority is always our clients and their financial stability, which is why we listen to their objectives and design innovative, personalized strategies that meet their unique needs. Our focus is on customizing employee benefits plans for businesses to reduce or eliminate costs, […]

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Interview with Renée Kennedy, President of AAA Life Solutions Discussing How Taxes Impact Retirement

Renée Kennedy brings over 25 years of industry experience to the table. Our priority is always our clients and their financial stability, which is why we listen to their objectives and design innovative, personalized strategies that meet their unique needs. Our focus is on customizing employee benefits plans for businesses to reduce or eliminate costs, […]

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Interview with Ft. Worth Financial Professional Guy McCord, MBA Discussing Recruiting & Retaining Key Employees

Guy McCord lives in the Dallas/Ft. Worth area with his lovely wife of 30 years, Patricia, and their son, Andrew, who will soon be a senior in high school. Growing up in Plano, Texas, his grandparents were his heroes. One of his grandfathers served in Germany’s US Army and received a Purple Heart. His other […]

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Interview with Rick Sechler, CFP Founder of USA Retirement Solutions Discussing Managing Healthcare Costs in Retirement

Rick Sechler is a Certified Financial Planner who truly appreciates the opportunity to serve clients planning for and enjoying their retirement. Based on over 30 years of experience and the ability to listen for the nuances that make every situation different, he believes in a collaborative process that results in solutions developed by gathering information […]

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Interview with Renee’ Kennedy, President of AAA Life Solutions Discussing Weathering the Financial Storms of Life

Renée Kennedy brings over 20 years of industry experience to the table. Our priority is always our clients and their financial stability, which is why we listen to their objectives and design innovative, personalized strategies that meet their unique needs. Our focus is on customizing employee benefits plans for businesses to reduce or eliminate costs, […]

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Interview with Ft. Worth Financial Professional Guy McCord, MBA Discussing the Myths of Life Insurance

Guy McCord lives in the Dallas/Ft. Worth area with his lovely wife of 30 years, Patricia, and their son, Andrew, who will soon be a senior in high school. Growing up in Plano, Texas, his grandparents were his heroes. One of his grandfathers served in Germany US Army and received a Purple Heart. His other […]

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Interview with Dr. Jill Kushner Bishop, Founder of Multilingual Connections

No matter where in the world Jill is or what she’s doing – she’s always focusing on creating connections across languages and cultures. After studying and teaching internationally, Jill brought her PhD in Linguistic Anthropology to the corporate world, where she worked as a user researcher for Sapient and then oversaw Language, Culture & Diversity […]

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Interview with Fernando Angelucci, CEO of Self Storage Syndicated Equities

By the age of 30, Fernando Angelucci has built a portfolio of over $200,000,000 in self-storage assets across the country within the last 4 years. Fernando diversified his investments between purchasing existing cash-flowing assets, building ground-up, class A, REIT-grade facilities, and utilizing adaptive reuse conversions of big box retail stores into premium self-storage. In addition […]

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Interview with Linda Jensen, Principal and Owner of Heart Financial Group Discussing the Risks of Retirement

Linda has been self-employed for her entire life. A successful financial advisor since 1994, she has enjoyed all aspects of entrepreneurship, especially problem-solving, sizing up dilemmas, and working through complexities with creative solutions. She is a lifelong learner. In addition, she has a passion for establishing a good rapport with business owners and clients helping […]

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Interview with Ft. Worth Financial Professional Guy McCord, MBA Discussing Annuities

Guy McCord lives in the Dallas/Ft. Worth area with his lovely wife of 30 years, Patricia, and their son, Andrew, who will soon be a senior in high school. Growing up in Plano, Texas, his grandparents were his heroes. One of his grandfathers served in Germany US Army and received a Purple Heart. His other […]

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Interview with D. Scott Kenik, Founder and Principal of Wealth Concepts Group & Author of the No Stress Retirement Roadmap

I first started in the industry back in 1995. I spent several years educating financial advisors from Merrill Lynch, Morgan Stanley, Prudential, and other national companies on retirement plan design, and I worked for Metropolitan Life helping them launch a new retirement program. There were 2 significant events in my life that led me to […]

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Interview with David Royer, Financial Advisor and Educator

David F. Royer entered the financial services industry after completing his military obligation. He began studying the growing IRA Distribution market in 2002 and today he is a nationally recognized speaker and trainer in qualified plan distribution. He has trained thousands of financial advisors and agents in the discipline of qualified retirement plan accumulation and […]

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Interview with Rick Sechler, CFP Founder of USA Retirement Solutions Discussing Medicare Supplement plans

Rick Sechler is a Certified Financial Planner who truly appreciates the opportunity to serve clients planning for and enjoying their retirement. Based on over 30 years of experience and the ability to listen for the nuances that make every situation different, he believes in a collaborative process that results in solutions developed by gathering information […]

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Interview with Jason Somerville, Founding Partner of GW Partners & South Col

Jason is a seasoned entrepreneur and investment banking professional with nearly 20 years of experience in capital markets, M&A, strategic planning, business operations, and brand building. He is a founding partner of GW Partners (formerly known as Global Wired Advisors) and South Col, a growth fund that invests in brand-driven consumer product businesses. Before launching […]

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Interview with Patrick McNulty, Structured Settlement Specialist at Atlas Settlement Group

Patrick is a structured settlement specialist in tune with the requests of his various clients using his dedication and knowledge of the business. After graduating from Arizona State, Patrick worked in the back office at Symetra Financial and assisted structured settlement brokers with different problems and questions. Through his work with Symetra, Patrick worked first-hand […]

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Interview with Rick Sechler, CFP Founder of USA Retirement Solutions

Rick Sechler is a Certified Financial Planner who truly appreciates the opportunity to serve clients planning for and enjoying their retirement. Based on over 30 years of experience and the ability to listen for the nuances that make every situation different, he believes in a collaborative process that results in solutions developed by gathering information […]

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Interview with Tom Hegna, Author, Speaker, Economist, and Retirement Income Expert

Tom Hegna CLU, ChFC, CASL, is an author, speaker, and economist. He has been an incredibly popular industry speaker for many years and is considered by many to be THE Retirement Income Expert! As a former Senior Executive Officer at New York Life, retired Lieutenant Colonel, and economist, Tom has delivered over 5,000 seminars, helping […]

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Interview with Fiachra “Figs” O’Sullivan, Founder of Empathi

Fiachra “Figs” O’Sullivan is a Licensed Marriage and Family Therapist, certified in Emotionally-Focused Therapy, and the founder of Empathi. Figs is a passionate entrepreneur, driven to change lives for the better. He strives to interact with the clients as fellow travelers on life’s journey, allowing them to easily dive deeper into their “stuff” with his […]

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Interview with D. Scott Kenik, Founder and Principal of Wealth Concepts Group Discussing Fill-the-Gap Income Planning

I first started in the industry back in 1995. I spent several years educating financial advisors from Merrill Lynch, Morgan Stanley, Prudential, and other national companies on retirement plan design, and I worked for Metropolitan Life helping them launch a new retirement program. There were 2 significant events in my life that led me to […]

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Interview with D. Scott Kenik, Founder and Principal of Wealth Concepts Group Discussing Alternative Investment Options

I first started in the industry back in 1995. I spent several years educating financial advisors from Merrill Lynch, Morgan Stanley, Prudential and other national companies on retirement plan design, and I worked for Metropolitan Life helping them launch a new retirement program. There were 2 significant events in my life that led me to […]

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Interview with Rick Elmore, Founder and CEO of Simply Noted

Rick Elmore is an entrepreneur, sales, and marketing expert, and former college and professional football player. Following his football career, Rick translated his competitive drive to sales and entrepreneurship by founding Simply Noted, an automated handwritten letter company founded on the idea of making it easy to create simple, scalable, powerful, and meaningful real pen-written […]

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Interview with D. Scott Kenik, Founder and Principal of Wealth Concepts Group Discussing Market Volatility

I first started in the industry back in 1995. I spent several years educating financial advisors from Merrill Lynch, Morgan Stanley, Prudential, and other national companies on retirement plan design, and I worked for Metropolitan Life helping them launch a new retirement program. There were 2 significant events in my life that led me to […]

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Interview with Chris Prefontaine, Chairman & Founder of the Wicked Smart Companies & Host of the Smart Real Estate Coach Podcast

Four-time best-selling author of Real Estate on Your Terms, The New Rules of Real Estate Investing and Sell With Authority for Real Estate Investors, Forbes Business Council Member, Chairman and Founder of the Wicked Smart Companies,2x Inc. 5000 Honoree, Host of the Smart Real Estate Coach Podcast with almost over 400 plus episodes. Learn more: […]

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Interview with Kerry Morris, CFP Founder of HonorShield

Kerry Morris, Author of When Retirement Goes Bad, Life Sucks, Certified Financial Educator, and CERTIFIED FINANCIAL PLANNER™ professional. Kerry Morris has been serving families for the past twenty-five years as a financial planner and advisor. He has recently launched HonorShield, LLC., as a way to challenge the current thinking and behavior of consumers and financial […]

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Interview with Ilya Berman, Founder of Integrity Financial Solutions

Ilya carved out a niche for his business by offering his clients a proprietary approach to retirement planning using safe money options. Through his experiences, Ilya learned to be self-sufficient and independent early on. Throughout Ilya’s life and career, his independence and entrepreneurial spirit have paved the way and inspired him to help others reach […]

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Interview with Liam Patterson, CEO at Bidnamic

Liam started his first business aged just 14 and ran a number of successful e-commerce ventures before co-founding Bidnamic, a marketing technology platform that helps retailers unlock the full potential of Google Shopping. Liam is a regular commentator in broadcast, national, and trade media including appearances on the BBC, The Drum, and The Grocer, and […]

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Interview with Lead Generation Specialist Ryan Gunness

Meet Ryan Gunness, a dynamic author, speaker, consultant, and coach who has been transforming lives in the Networking & Team Building industry for more than 20 years. Ryan is a Master in Lead Generation and his mission is to empower people to achieve their financial dreams to live life to the fullest. Beyond his professional […]

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Interview with Steve Van Diest, President of Acumen’s New Front Range Region

Steve has been married for 29 years to his wife Christine and together they have 4 children; Jonathan (Najda), Benjamin (Jayde), Isabela, and Jacob (ages 24-16). Steve earned an undergrad degree from Cal Poly (Mathematics) and a graduate degree from Bakke Graduate University (Entrepreneurship). Steve spent the past dozen years as an entrepreneur and founder […]

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Interview with Dr. Lance Knaub, Founder of Denali Consulting and Breakthru Physical Therapy + Fitness

Lance is an entrepreneur, keynote speaker, author, and healthcare professional who specializes in helping fellow entrepreneurs scale their businesses and avoid burnout and overwhelm, and instead create the life they love by developing a self-managing business that is a sought-after and valuable asset. As the founder of Breakthru Physical Therapy + Fitness, a growing multi-million […]

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Interview with Jon Ostenson, CEO of FranBridge Consulting

Jon is a top 1% Franchise Consultant nationally and he leads FranBridge Consulting as CEO. Jon draws on his experience as a former Inc. 500 Franchise President and Multi-Brand Franchisee in serving his clients. Jon is the author of the bestselling book, ‘Non-Food Franchising’, and is a frequent contributor to franchising for publications such as […]

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Michael Moore CLU, Chartered Financial Consultant

Michael welcomes 2023 as his 26th year in the life insurance business. Michael started his career with a small brokerage agency in Tustin, CA as an application processing agent. After several years there he moved on to CPS Insurance and managed their underwriting department which was responsible for handling over ten thousand life insurance applications […]

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Interview with America’s Wellness Coach, Ann Law

Ann helps people learn to live their optimal life by following the food, fitness and mindset guidelines outlined in her new book, The Law of Wellness.The Law of Wellness is the latest in her career fighting food and fitness fads.After graduating from Hunter College and Cornell University as a Family Nurse Practitioner, Ann not only […]

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Interview with Adam Jason, Partner at Legacy Group

Adam Jason is a partner at the alternative investment firm, Legacy Group, and a board member at the Green Coffee Company, Colombia’s largest coffee producer. He is an attorney specializing in corporate finance, governance, securities regulation, and international business transactions. He has advised Fortune 500 companies and investment banks, including JP Morgan, Morgan Stanley, Citibank, […]

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Interview with Stefan von Imhof, Co-Founder of Alts

Stefan lives and breathes asset analysis and valuations. Before co-founding Alts, he created a Due Diligence Service for evaluating website & micro PE deals. In his spare time, he enjoys record collecting and managing his short-term vacation rentals. Originally from Boston and later Santa Barbara, CA, he now lives with his wife in Australia. Learn […]

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Interview with Financial Planner and Advisor, Robert J Smith Founder of Smith Profits

To begin his career, Robert became the fastest agent in the history of the John Hancock Companies to complete The American College’s four-year Certified Life Underwriter (CLU)Ò and Chartered Financial Consultant (ChFC) designation programs. Both were successfully completed in only 13 months. The reason for the urgency was for a 25-year-old to gain immediate access […]

Interview with Justin Moy, Real Estate Investor with Realm Investors

I’ve been in real estate as a career my entire professional life. I started out selling single family homes in the 3rd most competitive market in the country. I was able to become a top producer within my 2nd year at the largest firm in the area. Through that experienced I realized there was a […]

Interview with Jay Winestein Founder of DeepDive Retirement Discussing Potential Retirement Pitfalls

Jay Winestein helps retirees get more income using several powerful and time-tested strategies. His unique message, based on his years in the small business pension space, uses the same actuarial (pension) tables and calculations that large corporate pension designers use. It can add peace of mind in retirement. Learn More: https://www.deepdiveretirement.com/

Interview with Mark Rodgers, Entrepreneur, Founder, and President of Trailstone Insurance Group

Mark Rodgers is an accomplished entrepreneur, founder, and president of Trailstone Insurance Group. He has a wealth of business ownership experience and entered the insurance industry in 2011, quickly earning a reputation for his client-centric approach and guiding philosophy to treat others as they would want to be treated. Mark’s honesty, integrity, and thoughtful leadership […]

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Interview with Taliya Bashani, Real Estate Attorney, Negotiation Expert, and Founder of Tab Law Firm Discussing Pre-Market Prep for Listings

Taliya Bashani Esq. is a real estate attorney and negotiation expert who specializes in residential real estate representing buyers, sellers, and developers in NYC and FL. She started TAB Law Firm PC, her law practice, 15 years ago and has closed over 10,000 properties and over $500 million in property value. She also has a […]

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Interview with Taliya Bashani, Real Estate Attorney, Negotiation Expert, and Founder of Tab Law Firm Discussing Closing the Deal

Taliya Bashani Esq. is a real estate attorney and negotiation expert who specializes in residential real estate representing buyers, sellers, and developers in NYC and FL. She started TAB Law Firm PC, her law practice, 15 years ago and has closed over 10,000 properties and over $500 million in property value. She also has a […]

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Interview with Phoebe Yu and Kat Dey co-founders of ettitude

Phoebe Yu and Kat Dey are the co-founders of ettitude, an award-winning next-gen materials company innovating eco-textiles to fight climate change. While running two global textile companies, Phoebe Yu realized that textiles is the #2 most polluting industry in the world, and contributes 10% of global CO2 emissions. With her vision of revolutionizing the textile […]

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Interview with Chris Mirabile Founder & CEO of Novos

Chris Mirabile graduated from NYU Stern School of Business and later won their business plan competition with his startup company, Hotlist, a location-based social network that scaled to 220 million people’s social plans. Chris has launched multiple successful technology ventures and has advised biotech startups and NYU Langone Hospital. Chris’ interest in health began when […]

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Interview with Mark Myers, Founder of Peak Profit Solutions

Over 90% of America’s successful small and medium-sized businesses significantly overpay in tax, even if they are working with a highly experienced CPA or accounting firm. Most individuals that sell highly appreciated assets do not know that they can significantly reduce or eliminate their capital gains tax if the sale is structured properly. Most high-income […]

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Interview with Taliya Bashani, Real Estate Attorney, Negotiation Expert, and Founder of Tab Law Firm Discussing Winning the Listing Presentation

Taliya Bashani Esq. is a real estate attorney and negotiation expert who specializes in residential real estate representing buyers, sellers , and developers in NYC and FL . She started TAB Law Firm PC, her law practice, 15 years ago and has closed over 10,000 properties and over $500 million in property value. She also […]

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Interview with Whitney Hill, Co-Founder and Head of Business Development at SnapADU

Whitney Hill is the Co-Founder and Head of Business Development at SnapADU, a general contractor that specializes in accessory dwelling units. The company designs, permits, and builds 50 ADUs a year.Whitney gained a decade of experience working as a management consultant at Bain & Company and as an operations manager for an industrial supply distributor. […]

Interview with Tony Zorc, Founder of Upgrade My Country

Tony Zorc is an author, singer/songwriter, and entrepreneur. He is the founder of Upgrade My Country and an independent Presidential Candidate in the 2024 election. Learn more: http://upgrademycountry.org/

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Interview with Certified Financial Planner® Burt Williamson of PlanPrep Discussing Tax Planning

Burt Williamson was fortunate to have had the amazing training and talented people at American Express Financial Advisors (now Ameriprise) in Connecticut when he started as a financial planner in 1995. He became a member of the Advanced Advisor Group in 1999 and won awards from his colleagues and the president of the company for […]

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Interview with Jonathan Baktari, MD CEO of e7 Health and US Drug Test Centers

Jonathan Baktari MD brings over 20 years of clinical, administrative, and entrepreneurial experience. He has been a triple board-certified physician with specialties in internal medicine, pulmonary, and critical care medicine. Dr. Baktari was formerly the Medical Director of The Valley Health Systems, Anthem Blue Cross Blue Shield, and Culinary Health Fund. He also served as […]

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Interview with Michael Rozbruch, Founder of Roz Strategies® a Tax-Resolution Focused Coaching Company

Michael Rozbruch is a pioneer in the tax resolution industry and has a proven “in-the-trenches” track record as evidenced by accumulating 168 month-over-month consecutive revenue growth culminating in $23 million in revenue in just one year alone. Michael is a nationally recognized entrepreneur and is the founder of Roz Strategies®, a coaching and training services […]

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Interview with Charles Carillo, Managing Partner of Harborside Partners and host of the Global Investors Podcast

Charles Carillo is the founder and managing partner of Harborside Partners. He has been actively involved in over $200 million worth of real estate transactions since 2006 and carries extensive knowledge in renovating and repositioning multifamily and commercial real estate. In addition to being an active investor; Charles passively invests in many different asset classes […]

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Interview with Vivian Garcia-Tunon, Founder of VGT People Advisory

Vivian Garcia-Tunon founded VGT People Advisory to partner with aspiring leaders that create companies differently. She supports leaders to develop their authentic leadership style in becoming more human, compassionate, and intentional by doing so creating powerful and empowering cultures. She is best known by her clients for her passion, fierce optimism, and unwavering belief in […]

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Interview with Eunicia Peret CEO of The Empowered Financial Planner Discussing Exit Planning for Business Owners

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 Taliya Bashani, Real Estate Attorney, Negotiation Expert, and Founder of Tab Law Firm Discussing Her Book “Win The Listing”

Taliya Bashani Esq. is a real estate attorney and negotiation expert who specializes in residential real estate representing buyers, sellers, and developers in NYC and FL. She started TAB Law Firm PC, her law practice, 15 years ago and has closed over 10,000 properties and over $500 million in property value. She also has a […]

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Interview with Alec Hudnut, Managing Partner at Vici Partners

Alec Hudnut has over 30 years of experience in executive-level management and strategic consulting. He is Managing Partner at Vici Partners, an earnings growth consulting firm. At Vici, he focuses on growing clients’ earnings by 25% within 24 months. Before Vici, he was an executive at Green Dot Corp. and ran their $550M prepaid card […]

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Interview with Anton Anderson, CEO of Elite Resource Team

In 2014, Anton started Elite Resource Team with his trusted business partner, Ken Smith. They found enormous success in teaching financial advisors how to meaningfully differentiate themselves by working with CPAs in a proven and efficient system. Elite Resource Team has trained over 1200 advisors across 37 states. Eager to put his areas of interest […]

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Interview with Eunicia Peret CEO of The Empowered Financial Planner Discussing How to Optimize a Wealth Building Portfolio

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 Oscar Toledo, President of Toledo Insurance Discussing Social Security Claiming Options

Oscar Toledo is not only a business consultant to the professionals who work with him, he’s a personal producer who knows firsthand the number of obstacles facing financial professionals today. Anyone who has worked with Oscar says he is trustworthy, persistent, and an active listener. For more than 20 years, Oscar has taken his client’s […]

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Interview with Brian Bradley, Senior Managing Partner at Bradley Legal Corp

Brian T. Bradley, Esq. is the Senior Managing Partner at Bradley Legal Corp and is a leading educator and nationally recognized asset protection attorney for high risk professionals, Entrepreneurs, real estate investors and ultra high net worth families. Collectively they are protecting over 5 Billion worth of assets. Brian’s goal is to give you “peace […]

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Interview with Brad Feldmar, Chief Revenue Officer for TE+A Marketing

I am the Chief Revenue Officer for TE+A Marketing (Trungale Egan and Assoc.). TE+A Marketing is a full service marketing agency serving the wealth management space since 1986. We help clients maximize growth and retention through superior branding, marketing, and technology. I’m a 3rd generation marketer. My grandfather was an early pioneer in direct mail […]

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Interview with Taliya Bashani, Real Estate Attorney, Negotiation Expert, and Founder of Tab Law Firm

Taliya Bashani Esq. is a real estate attorney and negotiation expert who specializes in residential real estate representing buyers, sellers, and developers in NYC and FL. She started TAB Law Firm PC, her law practice, 15 years ago and has closed over 10,000 properties and over $500 million in property value. She also has a […]

0 comments

Interview with Ross Symons, Founder of White on Rice

Ross lives in Cape Town, South Africa. He started folding paper when he was 21 and the first origami figure he ever folded was a crane(bird). He folded that bird over and over again until he could fold it with his eyes closed. If he had a beer bottle in front of him he would […]

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Interview with Stas Grinberg, Co-Founder of Vision & Beyond

As co-founder and managing principal of Vision & Beyond, Stas Grinberg leads with the intent of achieving success for both the company’s investor partners and the communities where Vision & Beyond operates. Before founding Vision & Beyond, he worked for two Israeli investment firms that targeted and financed new construction opportunities in Birmingham, Alabama, Atlanta, […]

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Interview with Daniel Collison, Managing Partner at Advice2Advisors

Dan has over 30 years of experience in the financial services industry. He is a co-founder and Managing Partner with financial education firm Advice2Advisors, which trains, mentors, and coaches financial advisors of all tenures.He is a CFP and TEP and is a Board Member of the FP Foundation and past Chair of its Research Committee. […]

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Interview with Diane Mueller, Founder of Femme Meets Fortune

With a proven track record of taking businesses to the top 4% in America, Diane (aka Diamond) has the experience and expertise to help you navigate the challenges of growing an online business. She understands the unique struggles women face and has developed a coaching program that addresses those challenges head-on. Her approach is not […]

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Interview with Jay Winestein Founder of DeepDive Retirement Discussing Taxes in Retirement

Jay Winestein helps retirees get more income using several powerful and time-tested strategies. His unique message, based on his years in the small business pension space, uses the same actuarial (pension) tables and calculations that large corporate pension designers use. It can add peace-of-mind in retirement. Book a Call with Jay: https://calendly.com/jay-winestein/retirement-evaluation-with-jay

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

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 Leo Climaco Speaker, Author, Business Consultant, and Philanthropist

Leo has been in the technology industry for 15 years. Leo has a degree in computer networking and has built a successful 7-Figure business in the healthcare space. He has been featured in Success Magazine and has dedicated his life to supporting individuals to raise their potential. He is a 1st-degree black belt in Kyukushin […]

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Interview with Jay Winestein Founder of DeepDive Retirement Discussing Life Expectancy Credits -part 2

Jay Winestein helps retirees get more income using several powerful and time-tested strategies. His unique message, based on his years in the small business pension space, uses the same actuarial (pension) tables and calculations that large corporate pension designers use. It can add peace-of-mind in retirement. Book a Call with Jay: https://calendly.com/jay-winestein/retirement-evaluation-with-jay

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Interview with Alexander De Ridder Co-Founder of INK, the world’s first AI-powered content optimization suite

Alexander is the Co-Founder, Visionary, CTO at INK, the world’s first AI-powered content optimization software. Alexander crafts magical tools for web marketing. He is a smart creative, a builder of amazing things. He loves to study “how” and “why” humans and AI make decisions. He was also the Co-Founder, Visionary, and CTO at Edgy Labs, […]

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Interview with Will Nitze Founder of IQ Bar

I started IQBAR in my tiny Boston apartment and have grown it into a $20M+ / year business in five years! Learn More: https://www.eatiqbar.com/

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Interview with David Bruce COO of Accelerated Banking

Download our debt acceleration calculator and receive our 30 minute virtual training FREE to learn how you could pay off your mortgage in 5-7 years! Learn more: https://acceleratedbanking.com/

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Interview with Jay Winestein Founder of DeepDive Retirement Discussing Life Expectancy Credits

Jay Winestein helps retirees get more income using several powerful and time-tested strategies. His unique message, based on his years in the small business pension space, uses the same actuarial (pension) tables and calculations that large corporate pension designers use. It can add peace-of-mind in retirement. Book a Call with Jay: https://calendly.com/jay-winestein/retirement-evaluation-with-jay

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

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 Brian Wong, Co-Founder of Fashion Brand Normans

Amidst the peak of the pandemic, Brian Wong was exposed to the abrupt changes to remote working. From at-home casual attire to formal video meetings, Wong began to see the disconnect between comfort and versatility. This posed the question of ‘What if there was a brand that offers products tailored for people who work from […]

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Interview with Jay Hummel, CEO and Co-Founder of Wealth Advisor Growth Network (WAGN)

Jay Hummel is the CEO and co-founder of Wealth Advisor Growth Network (WAGN), a company focused on taking minority stakes in wealth management firms and service providers. WAGN acts not only as an investor, but also as an active partner in running the businesses. Prior to founding WAGN, Jay was a Senior Vice President and […]

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Interview with Lara Galloway, SVP of Channel Management at White Glove

I am an author, speaker, business coach and entrepreneur who handles Channel Management, Business Development and Product Marketing for White Glove, a seminar marketing and management firm that helps financial advisors offer educational workshops to those who need financial education. I started my career at IBM in PR and Communications, then transitioned to Sales, then […]

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Interview with Eric Clarke, CEO and Founder Orion Advisor Solutions

Eric Clarke serves as chief executive officer for Orion Advisor Solutions (Orion), helping advisory professionals operationalize their vision for success by delivering cutting-edge financial technology and investment management solutions through the organization’s brand entities: Orion Advisor Tech, Orion Portfolio Solutions, CLS Investments, and Brinker Capital Investments. Prior to his current role, Eric was the founding […]

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Interview with Scott MacKillop, CEO of First Ascent Asset Management

Scott MacKillop is CEO of First Ascent Asset Management, the first flat-fee turnkey asset management program (TAMP). First Ascent has been ranked by advisors as the #1 TAMP for the past 3 years (2022, 2021, 2020) in the T3/Inside Information Advisor Software Survey. Last year Scott won the “CEO of the Year–Asset Managers” WealthManagement.com Industry […]

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Interview with Dan Barrett, Head Nerd at AdWords Nerds

Dan Barrett helps real estate investors get more leads and deals online. Dan is Head Nerd at AdWords Nerds, the world’s largest Google Parter agency working only with real estate investors. He’s managed over 5 million dollars a year in client ad spend, found hundreds of real estate deals online for his clients, and been […]

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Interview with Steven A. Lippman LUTCF, MBA Founder of Lippman Insurance Group Discussing Fixed Indexed Annuities

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 […]

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 […]

0 comments

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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