Interview with Tyrone Clark President and Founder of Brokers’ Choice of America

Tyrone Clark is a national speaker, an educator, a mentor, a teacher, a financial advisor, a sales and marketing consultant, an author, and a serial entrepreneur. Tyrone has had an amazing career that has touched thousands of lives. Tyrone has been on the advisory board of numerous insurance companies. He’s designed several insurance products, written […]

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Interview with Cameron Bryant Founder of Found Revenue Solutions & Senior Retirement Specialist at Federal Employees Services Association

Over 33 years of experience in working with Business Owners, Seniors, Federal employees, and Franchisees in the planning and development of Tax-Favored Retirement plans, Living Trusts, , Buy/Sell Agreements, Executive Bonus Plans Marketing and Wellness Benefit programs. I was able to work exclusively with the Franchisee of 7-11, Mobil, Shell, Hallmark, and Yamaha to create […]

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Interview With Shawn Milton Founder of S&S Life and Financial Services Discussing Risks of Retirement

He was a missionary for 10 years after which he got married and felt led to start serving people in their finances. He has always had a knack for money talk and helping people. As far back as he can recall, He has always strategized when it comes to Finances. He loves helping families get […]

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Interview with Kevin Coffey & Christina Keller with A Brighter Future Discussing How to Prevent Your House From Going Into Foreclosure

Kevin and Christina, a couple of Colorado folks who know what it’s like when things get tough. Kevin grew up in North Denver, and Christina in Thornton. Life can throw some real curveballs, especially when it comes to keeping a roof over your head. But they also know the pain of uncertainty and loss. Kevin’s […]

Interview With Shawn Milton Founder of S&S Life and Financial Services Discussing Debt Elimination

I was a missionary for 10 years after which I got married and felt led to start serving people in their finances. I have always had a knack for money talk and helping people. As far back as I can recall, I have always strategized when it comes to Finances. I love helping families get […]

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Interview With Shawn Milton Founder of S&S Life and Financial Services Discussing Retirement Pitfalls

Shawn was a missionary for 10 years after which he got married and felt led to start serving people in their finances. He has always had a knack for money talk and helping people. As far back as I can recall, he has always strategized when it comes to Finances. He loves helping families get […]

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Interview with Arthur Cohen Founder of Arthur Cohen Insurance Discussing Long Term Care

With Over 40 years in the life insurance business. Creative and strategic ways of using our expertise in life insurance as a valuable tool to protect families and businesses. Expertise in Long Term Care insurance, having brought it to the attention of the public almost since its inception. Annuity planning using the most appropriate products […]

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Interview with Cody Askins CEO of CaBoom Leads & 8 Percent Nation

Cody Askins is a speaker, entrepreneur, author of Zero To Six Figures, and Creator of the Cody Askins YouTube Channel which has amassed over 119,000 subscribers. Cody Askins owns & operates 8 companies totaling more than $20,000,000 in annual revenue. CA is also the founder of The 8% Nation Conference, the industry’s largest event for […]

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Interview with Aleksander Dyo Managing Director of Wealth Excel

Aleksander stands out in the financial landscape for his deep expertise in complex Qualified Plan models and innovative Financed Charitable Gifting techniques. Catering to a sophisticated clientele of business leaders, high-wage earners, and high-net-worth individuals, Aleksander has masterfully orchestrated tax savings exceeding $60 million. With a career spanning over a decade as a wealth creation […]

Interview with Aldo Venturacci Life Insurance Advisor Discussing Financial Planning for Families with Special Needs Children

Aldo Venturacci is a devoted special needs dad and an expert in creating long-term financial security for families with special needs children. His professional journey is deeply intertwined with his personal experiences, giving him a unique perspective on the financial challenges and solutions that these families encounter. Driven by a passion to ensure every child […]

Interview with Arthur Cohen, Founder of Arthur Cohen Insurance Discussing Policy Review

With Over 40 years in the life insurance business. Creative and strategic ways of using our expertise in life insurance as a valuable tool to protect families and businesses. Expertise in Long Term Care insurance, having brought it to the attention of the public almost since its inception. Annuity planning using the most appropriate products […]

Interview with Michael Opp Founder of Opp Financial – Their Unique Approach to Portfolio Diversification

Michael has been working in wealth management for over 25 years. He holds a Series 65 license and Insurance license. As a Fiduciary, he has provided financial services to business owners, families, and individuals. Michael has access to a wide array of financial assets. Enabling him to successfully meet the financial planning needs of his […]

Interview with Kevin Coffey & Christina Keller with A Brighter Future Discussing Their More Money for You Program

Kevin and Christina, are a couple of Colorado folks who know what it’s like when things get tough. Kevin grew up in North Denver, and Christina in Thornton. Life can throw some real curveballs, especially when it comes to keeping a roof over your head. But they also know the pain of uncertainty and loss. […]

Interview With Stephen Ng, CLU, ChFC, CEP Founder of Stephen Ng Financial Group-Discussing IRA Rescue to Leverage Retirement Wealth

Stephen Ng, whom you may have seen in NBC, Forbes, Wall Street Journal, U.S. News and World Report, New York Daily News, and others. He has also been interviewed by Fox TV and Christian Television Network. Stephen is the Author of “10 Financial Mistakes You Should Avoid” which has been a wonderful resource for many […]

Interview With Stephen Ng, CLU, ChFC, CEP Founder of Stephen Ng Financial Group – Understanding Long-Term Care to Leverage Retirement Wealth

Stephen Ng, whom you may have seen in NBC, Forbes, Wall Street Journal, U.S. News and World Report, New York Daily News, and others. He has also been interviewed by Fox TV and Christian Television Network. Stephen is the Author of “10 Financial Mistakes You Should Avoid” which has been a wonderful resource for many […]

Interview with Michael Opp Founder of Opp Financial – Guaranteed Investment Income to meet an RMD Strategy

Michael has been working in wealth management for over 25 years. He holds a Series 65 license and Insurance license. As a Fiduciary, he has provided financial services to business owners, families, and individuals. Michael has access to a wide array of financial assets. Enabling him to successfully meet the financial planning needs of his […]

Interview With Stephen Ng, CLU, ChFC, CEP Founder of Stephen Ng Financial Group Discussing How to Grow & Protect Retirement Wealth

Stephen Ng, whom you may have seen in NBC, Forbes, Wall Street Journal, U.S. News and World Report, New York Daily News, and others. He has also been interviewed by Fox TV and Christian Television Network. Stephen is the Author of “10 Financial Mistakes You Should Avoid” which has been a wonderful resource for many […]

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Interview with Liam Thurman CEO of the Babe Ruth Bucket System for Agents

Liam is the author of 5 books and is the CEO of LCI consultants & owner of the BRB brand and the Exception to the Rule Brand. 30 plus years in the financial and coaching business training over 7500 agents weekly in the BRB system for agents. Founder of the MTD Foundation outreach ministry. Married […]

Interview with Paul McManus, Co-Founder and CEO of More Clients More Fun, Author, Podcast Host

Paul G. McManus is a best-selling author and prominent figure in the financial industry, specializing in helping financial advisors to become bestselling authors and create authority-based marketing systems to attract their ideal clients. Over the past 8 years, Paul has played a pivotal role in assisting clients in generating over $50,000,000 in fees and commissions. […]

Interview with Dan Brooks Founder of Xexis Private Wealth Discussing Things Your Current Advisors Haven’t Explained That Could Negatively Impact Your Retirement

Dan entered the U.S. Navy’s Nuclear Power program after high school and upon discharge, he purchased the family business which he operated for 7 years. After his father’s death, he discovered his father lost a small fortune due to bad advice from a stock broker. Dan decided to enter financial services to find out how […]

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Interview with Dan Brooks, Founder of Xexis Private Wealth Discussing the Tax Implications of Large Retirement Accounts

Dan entered the U.S. Navy’s Nuclear Power program after high school and upon discharge, he purchased the family business which he operated for 7 years. After his father’s death, he discovered his father lost a small fortune due to bad advice from a stock broker. Dan decided to enter financial services to find out how […]

Interview with Dan Brooks, Founder of Xexis Private Wealth Discussing Understanding Critical Concerns of Retirement Planning

Dan entered the U.S. Navy’s Nuclear Power program after high school and upon discharge, he purchased the family business which he operated for 7 years. After his father’s death, he discovered his father lost a small fortune due to bad advice from a stock broker. Dan decided to enter financial services to find out how […]

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Interview with Joyce Palmer, Founder and President of JP Financial Group Discussing Guaranteed Income for Women In Retirement

Joyce Palmer, the managing partner of JP Financial Group LLC, is a force to be reckoned with in the world of finance. With a dedicated focus on serving women, Joyce is committed to creating financial legacies and empowering women to take control of their financial futures. As a joint owner of JPFG Wealth Management LLC, […]

Interview with Linda Jensen, Principal and Owner of Heart Financial Group Discussing New Website Loweryourtaxestoday.com

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 Linda Jensen, Principal and Owner of Heart Financial Group Discussing the 5 D’s of Exit Planning

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 Linda Jensen Principal and Owner of Heart Financial Group Discussing Exit Planning Tax Mitigation

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 Rhett Chambers, Founder of Rhett Chambers Financial Services Discussing Business Insurance

Rhett Chambers, a 2006 graduate of the University of Alabama, embarked on a dynamic career in financial services in 2007 as an agent for AIG. Over the years, he flourished at AIG, serving roles as a producer, advisor, and manager. In 2017, Rhett transitioned to Transamerica, dedicating five successful years before becoming a fully independent […]

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Interview with Linda Jensen, Principal and Owner of Heart Financial Group Discussing Exit Planning

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 Kimberly Pohler, Financial Strategist with Pohler Financial Discussing How Taxes Impact Retirement

Kimberly Pohler, CLTC, CFed®, is passionate about helping others. She helps her clients navigate the confusing world of finance by educating them on how to plan for each season of their life. It goes beyond protecting your health. Kimberly has identified many crucial areas of concern: health, life, disability income while you’re working, senior healthcare, […]

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Interview with Rhett Chambers, Founder of Rhett Chambers Financial Services Discussing Buy-Sell Agreement Strategies

Rhett Chambers, a 2006 graduate of the University of Alabama, embarked on a dynamic career in financial services in 2007 as an agent for AIG. Over the years, he flourished at AIG, serving roles as a producer, advisor, and manager. In 2017, Rhett transitioned to Transamerica, dedicating five successful years before becoming a fully independent […]

Interview with Rhett Chambers, Founder of Rhett Chambers Financial Services Discussing Key Person Insurance

Rhett Chambers, a 2006 graduate of the University of Alabama, embarked on a dynamic career in financial services in 2007 as an agent for AIG. Over the years, he flourished at AIG, serving roles as a producer, advisor, and manager. In 2017, Rhett transitioned to Transamerica, dedicating five successful years before becoming a fully independent […]

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Interview with Leisa Reid, Founder of Get Speaking Gigs Now-CEO of the International Speaker Network

Leisa trains entrepreneurs how to use public speaking as a SOUL FILLING business growth strategy. As a self-proclaimed “Talk Doula” she facilitates the birth of new talks all around the world in her “Get Your Talk Ready to Rock” sessions. Throughout her years of working with speakers, the most frequent confessions she hears are: “I’ve […]

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Interview with Kimberly Pohler, Financial Strategist with Pohler Financial Discussing How Life Insurance Fits Into Retirement

Kimberly Pohler, CLTC, CFed®, is passionate about helping others. She helps her clients navigate the confusing world of finance by educating them on how to plan for each season of their life. It goes beyond protecting your health. Kimberly has identified many crucial areas of concern: health, life, disability income while you’re working, senior healthcare, […]

Interview with Kimberly Pohler, Financial Strategist with Pohler Financial Discussing 5 Risks of Retirement

Kimberly Pohler, CLTC, CFed®, is passionate about helping others. She helps her clients navigate the confusing world of finance by educating them on how to plan for each season of their life. It goes beyond protecting your health. Kimberly has identified many crucial areas of concern: health, life, disability income while you’re working, senior healthcare, […]

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Interview with Shaun Clearwater with Full Focus Financial Discussing Company Retirement Plan Maintenance

Shaun’s start in the financial services industry came from his desire to share both standard and advanced financial strategies with middle America across the kitchen table. Since his start in 2004, he’s shifted his focus to the 401(k) space where it can have a greater impact as he can impart knowledge broadly and efficiently. Shaun […]

Interview with Dan Saccal, President of Vision Wealth Management Discussing Preparing for the Unexpected in Retirement

Dan graduated in 1988 with Honors from the University of Florida with a degree in Finance and has served clients as an independent financial advisor since 1994 providing peace of mind through guarantees so that they can enjoy their best years worry-free. Learn More: https://vwminc.com/

Interview with Shaun Clearwater, with Full Focus Financial Discussing Unknown Flaws in Company Retirement Plans

Shaun’s start in the financial services industry came from his desire to share both standard and advanced financial strategies with middle America across the kitchen table. Since his start in 2004, he’s shifted his focus to the 401(k) space where it can have a greater impact as he can impart knowledge broadly and efficiently. Shaun […]

Interview with Dan Saccal, President of Vision Wealth Management Discussing Peace of Mind in Retirement

Dan graduated in 1988 with Honors from the University of Florida with a degree in Finance and has served clients as an independent financial advisor since 1994 providing peace of mind through guarantees so that they can enjoy their best years worry-free. Learn More: https://vwminc.com/

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Interview with Ronald Flores, Founder & CEO of Curious Finance

Ronald’s narrative unfolds as a testament to resilience, self-discovery, and an unyielding dedication to helping others achieve financial success. Born into a modest family, he embraced the values of hard work and resourcefulness from an early age. Ronald’s initial journey led him to the nursing field, where he dedicated eight years of his life working […]

Interview with Dan Saccal, President of Vision Wealth Management, Discussing Major Issues Facing People in or Near Retirement

Dan graduated in 1988 with Honors from the University of Florida with a degree in Finance and has served clients as an independent financial advisor since 1994 providing peace of mind through guarantees so that they can enjoy their best years worry-free. Learn More: https://vwminc.com/

Interview with Paul Stawinski CFF, CLU Founder of CLU Wealth Advisors Discussing Business Continuation Considerations

CLU Wealth Advisors is a full-service wealth management firm that specializes in personal and corporate financial planning including comprehensive wealth accumulation and estate planning. Our focus includes clients in the entertainment, fashion, and music industries, high net-worth individuals, and businesses. Our objective is to provide stellar service by communicating with our clients regarding all aspects […]

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Interview with Ericka E. Kelly, Author, Global Professional Speaker, Executive Coach, and Leadership Trainer

As a 32-year veteran of the military, Ericka E. Kelly has seen and experienced it all when it comes to transitioning from a military career to civilian life. Her latest book, “Take Charge of Your Military Transition,” is a guide for transitioning military members who are seeking clarity and guidance during this pivotal time in […]

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Interview with Paul Stawinski, CFF, CLU Founder of CLU Wealth Advisors Discussing Tax Efficient Investing

CLU Wealth Advisors is a full-service wealth management firm that specializes in personal and corporate financial planning including comprehensive wealth accumulation and estate planning. Our focus includes clients in the entertainment, fashion, and music industries, high net-worth individuals, and businesses. Our objective is to provide stellar service by communicating with our clients regarding all aspects […]

Interview with Paul Stawinski, Founder of CLU Wealth Advisors Discussing Inheritance Positioning

CLU Wealth Advisors is a full-service wealth management firm that specializes in personal and corporate financial planning including comprehensive wealth accumulation and estate planning. Our focus includes clients in the entertainment, fashion, and music industries, high net-worth individuals, and businesses. Our objective is to provide stellar service by communicating with our clients regarding all aspects […]

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Interview with James Johnson, President & Owner of All Mark Insurance Services – Guaranteed Income

James has been a business owner, a mentor, and an entrepreneur for over 28 years. As an ex-Marine and black belt in Judo, James does nothing in life he isn’t passionate about. His continual interest in provoking thought and conversation led him to the financial industry. “Being able to help hundreds of individuals, families, and […]

Interview with James Johnson President & Owner of All Mark Insurance Services – How Life Insurance Fits into Retirement

James has been a business owner, a mentor, and an entrepreneur for over 28 years. As an ex-Marine and black belt in Judo, James does nothing in life he isn’t passionate about. His continual interest in provoking thought and conversation led him to the financial industry. “Being able to help hundreds of individuals, families, and […]

Interview with James Johnson, President & Owner of All Mark Insurance Services – How Taxes Impact Retirement

James has been a business owner, a mentor, and an entrepreneur for over 28 years. As an ex-Marine and black belt in Judo, James does nothing in life he isn’t passionate about. His continual interest in provoking thought and conversation led him to the financial industry. “Being able to help hundreds of individuals, families, and […]

Interview with Kevin Guttman, Reverse Mortgage Specialist

It’s only natural that Kevin A. Guttman helps people with reverse mortgages. He’s been around real estate practically his whole life. His parents were realtors and investors in southern California. Kevin grew up tagging along with his dad to look at properties, and he learned early on what makes a good real estate investment. As […]

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Interview with Ari Galper, The World’s #1 Authority on Trust-Based Selling

His new book “Unlock The Sales Game” has become an instant best-seller among business owners and entrepreneurs across the globe.Ari Galper is the world’s number-one authority on trust-based selling and has been featured in CEO Magazine, Forbes, INC Magazine, SkyNews, and the Australian Financial Review. As trust becomes the most important currency in the new […]

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Interview with Jonathan Leonard Founder of Leonard Financial Solutions Discussing Protected Income

Jonathan founded Leonard Financial Solutions out of his strong desire to improve the lives of everyone he meets. For the majority of his career, Jonathan has worked for non-profit companies and in church ministry. Seeking a career change while still passionate about helping people, Jonathan branched into the insurance and financial services industry to provide […]

Interview with Jonathan Leonard, Founder of Leonard Financial Solutions Discussing Market Risk

Jonathan founded Leonard Financial Solutions out of his strong desire to improve the lives of everyone he meets. For the majority of his career, Jonathan has worked for non-profit companies and in church ministry. Seeking a career change while still passionate about helping people, Jonathan branched into the insurance and financial services industry to provide […]

Interview with Jonathan Leonard, Founder of Leonard Financial Solutions Discussing Longevity Risk

Jonathan founded Leonard Financial Solutions out of his strong desire to improve the lives of everyone he meets. For the majority of his career, Jonathan has worked for non-profit companies and in church ministry. Seeking a change of career while still passionate about helping people, Jonathan branched into the insurance and financial services industry to […]

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Interview with John Terry the Black Belt Leader

Dr. John is a 3-Time Martial Arts Hall of Fame inductee, 2-Time Best-Selling Author, and international speaker, coach, and trainer committed to helping individuals and organizations become World-Class Masters of Who They Are and What They Do. He is a 2021 recipient of the Presidential Lifetime Achievement Award and was recently named as one of […]

Interview with Alex Khassa, Founder of Clients Blackbox

Founder of ClientsBlackbox.com. He helps large retirement planning firms triple their revenue using his wildly profitable virtual marketing system. Learn more: http://clientsblackbox.com/

Interview with Renée Kennedy, President of AAA Life Solutions Discussing Biggest Retiree Regrets

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

Interview with James Lavorgna, Founder of Spencer Advisory Services Discussing Succession & Legacy Planning

Mr. Lavorgna started in the insurance business in 1976 and has been in the financial services industry for 45 years. He earned his Certified Financial Planning designation in 1984. He also has earned a Bachelor of Science in Finance, Juris Doctor (Litigation), Master of Laws in International Tax and Offshore Planning, and Master of Laws […]

Interview with Renee Kennedy, President of AAA Life Solutions Discussing Financial Forecast: Dark Storms Ahead then Bright and Clear

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

Interview with James Lavorgna, Founder of Spencer Advisory Services Discussing Tax Mitigation Strategies for Business Owners

Mr. Lavorgna started in the insurance business in 1976 and has been in the financial services industry for 45 years. He earned his Certified Financial Planning designation in 1984. He also has earned a Bachelor of Science in Finance, Juris Doctor (Litigation), Master of Laws in International Tax and Offshore Planning, and Master of Laws […]

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Interview with Renee’ Kennedy President of AAA Life Solutions Discussing The “Black Swans” of Life

Renée Kennedy brings over 25 years of industry experience to the table. Their 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. Their focus is on customizing employee benefits plans for businesses to reduce or eliminate costs […]

Interview with James Lavorgna Founder of Spencer Advisory Services Discussing His Virtual Family Office & Team-Based Model

Mr. Lavorgna started in the insurance business in 1976 and has been in the financial services industry for 45 years. He earned his Certified Financial Planning designation in 1984. He also has earned a Bachelor of Science in Finance, Juris Doctor (Litigation), Master of Laws in International Tax and Offshore Planning, and Master of Laws […]

Interview with Ryan Quante, Founder of Care Income Advisors Discussing Serving Financial Advisors, Attorneys & Care Communities

Ryan is a Certified Long Term-Care Insurance specialist and has helped clients, agents, & attorneys find viable solutions to their LTC needs. For the past 8 years, he’s made it his mission to help as many people avoid spending down all their assets to pay for care as he can through creative planning strategies. Ryan […]

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Interview with Liz Presson, Founder of Pursuit

Liz is the founder of Pursuit, a consultancy firm transforming healthcare organizations into digital leaders by helping them to better engage with patients through digital communication strategies, programs, and awareness campaigns. Liz was previously Director of Marketing for Digi International before venturing out in 2013 as a healthcare marketing entrepreneur, building a base of small […]

Interview with Don Graves, President of the Housing Wealth Institute Discussing Serving Financial Advisors with Reverse Mortgages

Don Graves is the president of the Housing Wealth Institute and an Adjunct Instructor at the American College of Financial Services. He is one of the nation’s leading educators on incorporating reverse mortgages into retirement income planning. Don has been quoted in Forbes Magazine, featured on PBS, and is a sought-after professional speaker whose workshops […]

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Interview with Ryan Quante, Founder of Care Income Advisors Discussing Aging in Place

Ryan is a Certified Long Term-Care Insurance specialist and has helped clients, agents, & attorneys find viable solutions to their LTC needs. For the past 8 years, I’ve made it my mission to help as many people avoid spending down all their assets to pay for care as I can through creative planning strategies. Ryan […]

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Interview with Ryan Quante, Founder of Care Income Advisors Discussing Dementia Care

Ryan is a Certified Long Term-Care Insurance specialist and has helped clients, agents, & attorneys find viable solutions to their LTC needs. For the past 8 years, I’ve made it my mission to help as many people avoid spending down all their assets to pay for care as I can through creative planning strategies. Ryan […]

Interview with John Martin of Compass Wealth Strategies Discussing Using Life Insurance for Retirement

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, […]

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Interview with Jim Billington, Managing Director of Wealth Pilots Discussing the 5 Risks of Retirement

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 Mason Carhart, Financial Advisor

Mason Carhart is a Financial Advisor from Southern Oregon with a heart for small communities. Mason graduated from Crater High School, and then from the University of Oregon with a Master’s degree in Applied Economics. Mason spends his days visiting clients and working with local Community Leaders such as Eagle Point Rotary and Medford Parks […]

Interview with John Briggs, Founder and CEO of Incite Tax

John Briggs is not just known for his expressive t-shirts, but for going against the big 4 Accounting firms with his “new workday normal” Rockstar business culture and jaw-dropping quarterly revenue increases of 492%! But how did he do it? Many people have been dying to know John’s secrets. Fear not, because he recently composed […]

Interview with Justin Cooke, Co-founder of Empire Flippers

Justin Cooke co-founded the company Empire Flippers, a leading marketplace for buying and selling online businesses. He’s also a co-founder at WebStreet, an innovative investment platform that pairs successful online entrepreneurs with passive investors looking for cash flow. Learn more: https://empireflippers.com/ | https://webstreet.co/

Interview with Brady Jensen, Founder of Aggregate Insights

Brady Jensen is a multifaceted professional who has traversed the realms of tech sales, product marketing, and entrepreneurship, but his true passion lies in bridging the often contentious gap between sales and marketing. Hailed as Inside Sales Rep of the Year at Jive Software, Brady’s natural sales success was evident from the start. However, his […]

Interview with Paul Seglund with Pacific Coast Wealth Builders

Paul is a seasoned independent Wealth Manager with a focus on providing retirement income planning requirements for people to live their desired lifestyle. Another specialty is helping Business Owners with Exit Planning Strategies to maximize this important asset. A devoted outdoors enthusiast living in the Western US as an avid skier and biker, Paul resides […]

Kim Magdalein w/Magdalein Financial -How Social Security Planners of America Helps Advisors Mitigate Taxes in Retirement for their clients

Kim Magdalein entered the insurance industry in 1985. Opening a private practice in 2001, Kim marketed to retirees by means of seminars. He presented to over 800 audiences in the next seven years, producing $150,000,000 in annuity premiums. Kim left his practice to his two sons in 2008, continuing with a seminar marketing company, that […]

Kim Magdalein w/Magdalein Financial-How Social Security Planners of America Helps Advisors Reimagine Social Security for their Clients

Kim Magdalein entered the insurance industry in 1985. Opening a private practice in 2001, Kim marketed to retirees by means of seminars. He presented to over 800 audiences in the next seven years, producing $150,000,000 in annuity premiums. Kim left his practice to his two sons in 2008, continuing with a seminar marketing company, that […]

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Kim Magdalein w/Magdalein Financial-How Social Security Planners of America Helps Advisors Get Clients With Seminars

Kim Magdalein entered the insurance industry in 1985. Opening a private practice in 2001, Kim marketed to retirees by means of seminars. He presented to over 800 audiences in the next seven years, producing $150,000,000 in annuity premiums. Kim left his practice to his two sons in 2008, continuing with a seminar marketing company, that […]

Interview with Steven Stratton, Principal of SMS Insurance & Financial Services- Importance of Life Insurance

From 1979 to 1984 I owned a small transportation company in Southern California. I lost my business partner in a tragic auto accident. Unfortunately had an “Unfunded” Buy-Sell agreement and I was forced to sell our company to pay his family and fulfill my partnership obligation. I have leveraged this experience and other life events […]

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Interview With Jeff Brummett Financial Advisor with Greenline Financial Services – Silent Retirement Killers

Jeff is an Amazon #1 best-selling author, past two-time Inc. 500 Company president, public speaker, popular radio talk show host, and a 25-year executive management and entrepreneurial leader. He is one of the most prolific and sought-after financial public speakers for tax-efficient retirement planning. My team and I take the time to educate each client […]

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Interview With Jeff Brummett Financial Advisor with Greenline Financial Services – Inflation and the Fed Rate Hikes

Jeff is an Amazon #1 best-selling author, past two-time Inc. 500 Company president, public speaker, popular radio talk show host, and a 25-year executive management and entrepreneurial leader. He is one of the most prolific and sought-after financial public speakers for tax-efficient retirement planning. “My team and I take the time to educate each client […]

Interview With Jeff Brummett Financial Advisor with Greenline Financial Services-Subtle risks to our success in retirement

Jeff is an Amazon #1 best-selling author, past two-time Inc. 500 Company president, public speaker, popular radio talk show host, and a 25-year executive management and entrepreneurial leader. He is one of the most prolific and sought-after financial public speakers for tax-efficient retirement planning. My team and I take the time to educate each client […]

Interview with Eddie James, CKA®, Owner of Harvest Wealth Management- Mitigating Risks in Retirement

Eddie has a clear vision to do things differently as a certified pastor and fiduciary advisor. He wants to challenge conventional thinking in financial services that seem to be all about selling expensive and baffling financial products to the public to generate large commissions, but which never seem to solve the real-world issues faced by […]

Interview with Eddie James, CKA® Owner of Harvest Wealth Management-How to Know How Much Money is Enough for Retirement

Eddie has a clear vision to do things differently as a certified pastor and fiduciary advisor. He wants to challenge conventional thinking in financial services that seem to be all about selling expensive and baffling financial products to the public to generate large commissions, but which never seem to solve the real-world issues faced by […]

Interview with Eddie James, CKA® Owner of Harvest Wealth Management-Retirement Planning for Christians

Eddie has a clear vision to do things differently as a certified pastor and fiduciary advisor. He wants to challenge conventional thinking in financial services that seem to be all about selling expensive and baffling financial products to the public to generate large commissions, but which never seem to solve the real-world issues faced by […]

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Interview with Kerry Morris, CFP® Founder of HonorShield Discussing Aging Insurance

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 Dan Brooks, Founder of Xexis Private Wealth Discussing Long-Term Care Considerations

Dan entered the U.S. Navy’s Nuclear Power program after high school and upon discharge, he purchased the family business which he operated for 7 years. After his father’s death, he discovered his father lost a small fortune due to bad advice from a stock broker. Dan decided to enter financial services to find out how […]

Interview with Sharda Ryan, Financial Advisor with Wealth Design Group

As a Financial Advisor at Wealth Design Group, she is motivated by helping single women and their families in her community develop and achieve financial goals that are unique to their financial picture. More specifically, she specializes in financial planning, retirement accounts, business retirement plans, gifting or giving strategies, education funding, debt management, social security […]

Interview with Steve Calascione, Founder of Success with Class

Hailing from Staten Island, NY, and now nestled in central Connecticut, Steven Calascione AKA Steve Class, is a force in the entrepreneurial world. With adventures spanning over 30 countries and depths explored as a passionate scuba diver, his zest for life parallels his business acumen. In just three years, Steve founded and propelled three service-based […]

Interview with Dan Brooks Founder of Xexis Private Wealth Discussing Social Security Claiming Options

Dan entered the U.S. Navy’s Nuclear Power program after high school and upon discharge he purchased the family business which he operated for 7 years. After his father’s death, he discovered his father lost a small fortune due to bad advice from a stock broker. Dan decided to enter financial services to find out how […]

Interview with Dan Brooks Founder of Xexis Private Wealth Discussing the E.A.S.E. Planning Process

Dan entered the U.S. Navy’s Nuclear Power program after high school and upon discharge, he purchased the family business which he operated for 7 years. After his father’s death, he discovered his father lost a small fortune due to bad advice from a stock broker. Dan decided to enter financial services to find out how […]

Interview with Financial Professional Bryan Baysinger Discussing Hiring a Financial Advisor

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 Fred Cook, Partner & Wealth Advisor with CAVU Financial Discussing Choosing a Financial Coach

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. In order to have the independence needed, […]

Interview with Kaitlyn Laney, Financial Advisor with Trek Wealth Solutions

Kaitlyn Laney is a highly accomplished and dedicated Certified Financial Planner who has committed her life to guiding individuals and families through the intricate landscape of finance. With more than a decade of experience and a remarkable track record, she has positively impacted the lives of the families she serves by incorporating a holistic approach […]

Interview with John Foong, CRO of Domain

CRO leading Domain’s 500-person commercial team. Stanford MBA/MA, Global Director at Google and Uber, McKinsey consultant. Worked in the U.S., Europe, Australia, and Africa. Oversaw record revenue growth at Google and Uber (e.g., multiplying cloud channel revenue into the billions as global lead) and market share/ARPU at Domain. Led large teams around the world (e.g., […]

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Interview with John Martin with Compass Wealth Strategies Discussing Roadblocks to a Successful Retirement

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 […]

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 […]

0 comments

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 […]