Interview with Ryan Larson, Founder of FirstLine Financial

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

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

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

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

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

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

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

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Interview with Mark Drager, Founder of Phanta Media

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

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

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

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

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

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

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

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

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

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

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

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

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

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Interview with Ryan Federico, Agency Owner with Symmetry Financial Group

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

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

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

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

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

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

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

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

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

Interview with Bill Fairman Co-Founder of Carolina Capital Management

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

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Interview With Susan Heartlight Author of One Power For Good

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

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

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

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Interview with Luke DePron, Founder of the Live Great Lifestyle

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

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Interview with David Carlin, Founder of Residual Payments

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

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

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

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

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

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Interview with Jake Zufelt, Owner of Hite Digital, Eugene

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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Interview with Pamela Rachil, Mobile Home Broker and Owner of Florida’s Best Mobile Home Sales

A former Florida Loan Originator and Realtor since 2015, Pamela has been selling mobile homes for over a year. She has recently obtained her Mobile Home Broker/Dealer license and runs Florida’s Best Mobile Home Sales Inc in Central Florida. Pamela is setting out to have the best team of agents, the best training, the best […]

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

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

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

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

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

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

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

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

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Interview with Christina Lael, Tax Attorney with Freedom Tax Plans

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

Interview with Bob Chitrathorn Co-Founder of Simplified Wealth Management

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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Interview with Marty Waters Retirement Success Coach

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

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

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

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Interview with Tim Corrigan, Owner of the Health Plan Superstore

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

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Interview with Ali Haji CEO, Director of ION Energy

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

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Interview with Clea Conner, CEO of Intelligence Squared

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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Interview With Matt Dayton Realtor at Matt Dayton Real Estate

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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

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Interview with Brad Gotto Owner of Fiat Wealth Management

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

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

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

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Interview with Morgan Lloyd Independent Insurance Agent with Trailstone Insurance Group

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

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Interview with Dom Farnan Founder & CEO of DotConnect™

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

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Interview with Jack Tompkins Founder of Pineapple Consulting

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

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

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

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Interview with Tony Lupina Owner of Lupina Financial Services

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

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Interview with Isaac Ho Master Sales and Mindset Coach

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

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Interview with Ken Abel Sales Director with Trailstone Insurance Group

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

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

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

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Interview with Boon Chew Founder of Tappollo

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

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

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

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

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

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

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

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

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

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

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

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Interview with Paul Fokken 401K Expert

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

Interview with Scott Melbye CEO and Director of Uranium Royalty Corp

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

Interview with Coach Chris McFarland CEO of Zero Limit Group

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

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

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

Interview with Brock Falconer Regional Director of Sales for dibrokerWest

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

Interview with Kaitlyn Carlson Founder & CEO of Theory Planning Partners

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

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

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

Interview with John Medina Founder of John Medina Buys Houses

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

Conscious Capitalism Interview with Jeff Risley Chief Growth Officer at Saxum

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

Interview with Mark Yegge the Wealth Architect

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

Interview with Charles Walt Wilson Founder of Private Pension by Design

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

Interview with Lewis Schiff Executive Director of Moonshots & Moneymakers

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

Interview with Ty Brady Owner of Brady Insurance Marketing

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

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

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

Interview with Kevin Volz CEO of Badger Insurance Advisors

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

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

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

Interview With David Garofalo CEO of Gold Royalty Corp

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

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

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

Interview With Greg Gelineau Executive Vice President at American Senior Benefits

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

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

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

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

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

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

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

Interview with Eric Holsapple Founder of Living In The Gap

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

Interview with Barry Rutten, CFP® Co-Founder and Managing Partner of WealthDefense Financial Advisors

An admitted industry “contrarian” who is wary and often critical of conventional financial wisdom, Barry Rutten is the Co-Founder and Managing Partner of WealthDefense Financial Advisors, which focuses on the unique needs and goals of business owners, high-income professionals, upwardly mobile families, real estate investors, and those entering or already in retirement. With over 35 […]

Interview With Troy Thompson CEO & Founder of Virtual Insurance Tools

Troy is responsible for helping agents tap into the online buyers’ market for life insurance, final expense and Medicare supplements. He also assists his company with developing new technology for consumer-facing online buyers. Troy started his insurance career in 1998 as an independent insurance agent focusing on long-term care and later built a brokerage agency. […]

Interview with Melissa Houston Founder of The Fractional CFO Agency

Melissa is a columnist at Forbes.com, and the host of The Business Society podcast. A licensed Chartered Professional Accountant (CPA), she’s a Financial Strategist for CEOs, and she helps successful business owners increase their profit margins without having to increase revenue so that they keep more money in their pocket while increasing their wealth. Melissa’s […]

Interview with Joe Lukacs – Expert in Mastermind Groups for Financial Advisors

I am one of the most experienced coaches for financial advisors with over 28 years and over 55,000 individual coaching sessions during that time. You can see why many of my clients have endorsed me and my results Learn More: https://www.coachjoe.guru/

Interview With Jeremy Booze Digital Strategist at Elite Advisors Media Group

Self taught via the institute of Google Search, Jeremy has been involved with all things digital for 6 years now. Experienced in web design, social media advertising, Local SEO, video production, content writing, lead generation strategy, and sales funnel processes, Jeremy considers him self a jack of all trades. When it comes to SEO he […]

Interview with Michael Wright with Trailstone Insurance Group-What to Expect from Your Independent Agent When Making Claims

I like to refer to myself as a Colorado Native, but technically I am not. I was born in the Midwest and relocated to the Denver Metro Area shortly thereafter. I am grateful for the family decision to move west, especially because this is where I met my wife, Kelsey. Colorado has a lot to […]

Interview with Steven Clausnitzer Founder of Forever Labs

Prior to Forever Labs, Steven Clausnitzer spent 15 years mentoring and developing top-talent at fortune 500 companies including American Express and Wolters Kluwer. Steven has extensive experience in strategic growth, commercialization, and team leadership. He has raised over $8MM for Forever Labs, growing into 20 markets and filing several patents. Learn More https://foreverlabs.com

Interview with Nick Bour Founder and CEO of Inspire Wealth

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

Interview with Andy Turner Owner of Turner Financial- Premier Hybrid IMO

Andy has 20 plus years of experience with Financial and Retirement planning. Andy has owned Turner Financial as a platform for clients and the agents he works with to help with education in this space. Andy has over a thousand clients who trust him as their retirement planner. Acting as an IMO owner Andy has […]

Interview with Nik Tsoukales CEO & Chief Marketing Strategist at Realtop, a full service search engine marketing agency

Nik started his sales and marketing career at the age of 18 as the youngest producing real estate agent in the city of Boston. After some very quick success, he took his sales and marketing talent to the mortgage industry. He was awarded as a top mortgage executive in his rookie year placing him in […]

Interview with Jim Crider CEO of Intentional Living FP

Prior to starting Intentional Living FP, I worked primarily with the standard clients of most wealth management firms— financially successful families seeking guidance with the wealth they’ve accumulated over decades. While I cherish each client I’ve served, I came to find the clients I enjoy most: families that desire to achieve early financial independence for […]

Interview with Jake Clopton Commercial Loan Expert President of Clopton Capital

Jake Clopton founded the company in 2010 and is active in all commercial mortgage broker operations. He has an extensive background in commercial finance and interest rate markets, serves as the company president and head mortgage broker, and personally oversees each loan arrangement. Jake has personally negotiated billions of dollars in real estate loans and […]

Interview with Ralf Specht author of “Building Corporate Soul”

Ralf Specht is the author of “Building Corporate Soul”. He developed the Soul System™, a framework powers culture and success for any business. After two decades with McCann Erickson in various executive roles, he was a founding partner of Spark44, an innovative, industry-first joint venture with Jaguar Land Rover. Under his leadership as CEO, Spark44 […]

Interview With Darby Vannier Author of The Indispensable Leader

Darby Vannier has over 20 years of experience in leadership development and strategic consulting. He has led effective teams of more than 100 employees, coached others into their own leadership positions, and created stability during challenging organizational transitions. Darby built his career on the philosophy that developing the right people is the key to success. […]

Interview With Chris Craddock Real Estate Expert, Founder of The Redux Group and Podcast Host

A nationally certified Life Coach in Leadership and one of the top Real Estate professionals in the world closing 30-65 deals a month, Chris Craddock is the host of the Uncommon Real Estate Podcast, a realtor, and entrepreneur who runs multiple successful businesses in the Washington DC Metro area (and Richmond,VA). Chris and his companies […]

Interview with Jackie Bradley Co-Founder of Mindshift Financial Coaching

Jackie Bradley is one of the most recognized “Teaming” coaches in the financial services industry having coached 1000s of teams of all shapes and sizes. An authority on the unique areas advisors face, she helps teams scale 7-figure businesses while achieving freedom from the areas of the business that bog them down, gaining back their […]

Interview With Jeff Finney Owner and CEO of Ultimate Cabinets & The Push Thru

With over 15 years in the woodworking manufacturing business. Starting out in his small garage, Jeff independently grew his company into a business of 60 employees with a combined 55,000 square feet of manufacturing space. Since working on his business and firing himself, Jeff now spends his time playing golf and cheering on his kids […]

Interview with Mike Wilson, Founder of Blueprint Retirement Advisors Discussing the Risks for Nonprofits and Small Business Owners With a 401k Plan

In founding Blueprint Retirement Advisors, Mike Wilson builds on thirty-plus years of experience advising clients about strategic financial decisions. Many of those years included operating a top-performing captive insurance agency, earning Bronze Tablet, Silver Scroll, and Golden Triangle awards. Mike’s commitment to prioritizing client interests includes professional development and continuous learning. He takes his fiduciary […]

Interview with Wendy Lyon “The Financial Lyon” Helping Clients Create Their Legacy

Wendy a/k/a “The Financial Lyon” has been helping her clients create their legacy for over a decade. She specializes in coordinating strategies for her clients’ lives – whether they’re just starting out or planning for retirement. Wendy learned the hard way about not protecting what matters most – your life – early on. After her […]

Interview with Dr. Keith Johnson Internationally Acclaimed Confidence Coach and Speaker & Success Strategist

For more than 25 years, Amazon Best-Selling author Dr. Keith Johnson has been known the world over as an Internationally Acclaimed Confidence Coach and Speaker. Dr Johnson is a Success Strategist. With his transformational message, Dr. Johnson has had the honor of coaching more than one million leaders to elevate their levels of success to […]

Interview with LM Stamper Managing Director with Evermore Wealth Discussing How Preparing for Retirement for Women is Different Than For Men

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

Interview with Chris Blair Founder of Maestro Associates a Denver Flat-Fee Financial Planning Firm Discussing the Common Issues With Estate Planning

After a short apprenticeship, Christopher Blair founded Blair Financial Planning in 1995 to offer comprehensive financial planning and investment services to Clients in Colorado. Since then, he has grown the firm to include Clients in several states including New Mexico, Kansas, California, Oregon and Washington. He renamed the firm Maestro Associates in 2017 to better […]

Interview with Christine Hansen Award-winning Business Coach & Author of We Mean Business

Christine is an award-winning business coach & consultant for online entrepreneurs who want to build profitable businesses on their own terms. She is well known for her tales from the trenches, tell-it-like-it-is strategies, and an almost uncanny ability to help people bust through their blind spots. Christine’s work has been featured in Entrepreneur, Forbes, Business […]

Interview with LM Stamper Managing Director with Evermore Wealth Discussing His the SGD Process

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

Interview with Ben Trygstad Business Insurance Advisor with Trailstone Insurance Group Helping Business Owners Understand Cyber Insurance

I specialize in business insurance. Helping clients with their workers compensation, general liability, business owner’s policy, commercial auto, E&O, D&O, and much, much more! I was lucky enough to grow up in the construction field doing everything from daycare maintenance contracts to building a new visitor center for the Colorado division of wildlife. This helps […]

Interview With The Trinity Team at Keller Williams Preferred Realty Discussing the New Investment Advisory Division

The Trinity Team Investment Advisory Division provides a boutique-style, highly customized service dedicated to maximizing value for commercial real estate investors. They help their clients build wealth and their bottom line using wise financial fundamentals. With investor-specific goals at the forefront, they provide the expertise to ease the process of engaging in all phases of […]

Interview with Mike Wilson, Founder of Blueprint Retirement Advisors Discussing the Problem for Small Business Owners With a 401k Plan

In founding Blueprint Retirement Advisors, Mike Wilson builds on thirty-plus years of experience advising clients about strategic financial decisions. Many of those years included operating a top-performing captive insurance agency, earning Bronze Tablet, Silver Scroll, and Golden Triangle awards. Mike’s commitment to prioritizing client interests includes professional development and continuous learning. He takes his fiduciary […]

Interview with Chris Blair Founder of Maestro Associates a Denver Flat-Fee Financial Planning Firm Discussing the Benefit to Transparency of Flat Fees

After a short apprenticeship, Christopher Blair founded Blair Financial Planning in 1995 to offer comprehensive financial planning and investment services to Clients in Colorado. Since then, he has grown the firm to include Clients in several states including New Mexico, Kansas, California, Oregon and Washington. He renamed the firm Maestro Associates in 2017 to better […]

Interview with Ben Trygstad Business Insurance Advisor with Trailstone Insurance Group Helping Business Owners Save Money on Coverage

I specialize in business insurance. Helping clients with their workers compensation, general liability, business owner’s policy, commercial auto, E&O, D&O, and much, much more! I was lucky enough to grow up in the construction field doing everything from daycare maintenance contracts to building a new visitor center for the Colorado division of wildlife. This helps […]

Interview with Steven Guilfoile CEO and Founder of Affordacare Insurance.

From starting out doing door-to-door sales over 12 years ago to becoming one of the largest insurance group brokers in the US. Affordacare Insurance employs over 9,500 agents and partners, with offices in nearly every state. By mid-2022 Affordacare Insurance is projected to surpass the billion-dollar mark in total savings to all their clients. Learn […]

Interview With Scott Rosenzweig President & Chief Revenue Officer of Sales Growth Advisors

Scott Rosenzweig is a seasoned commercial executive sales/marketing leader & sustainability strategist known as being personable, versatile, and collaborative. Scott spent the first 15 years of his career in publicly traded companies developing strategies to drive global expansion and profitable growth, then joined private equity throughout his next 15 years to lead several companies and […]

Interview with Mike Wilson, Founder of Blueprint Retirement Advisors

In founding Blueprint Retirement Advisors, Mike Wilson builds on thirty-plus years of experience advising clients about strategic financial decisions. Many of those years included operating a top-performing captive insurance agency, earning Bronze Tablet, Silver Scroll, and Golden Triangle awards. Mike’s commitment to prioritizing client interests includes professional development and continuous learning. He takes his fiduciary […]

Interview with Kim Neeson- Coach Consultant, Award-winning Entrepreneur and Leadership Executive with Kim Neeson Consultancy

Kim Neeson helps women at the mid-career stage of their life curate their next chapter – whether a career change, leadership growth, “rewirement” or retirement – and to live their best life. Learn More: https://kimneeson.com/

Interview with Matthew Stibbe – CEO at Articulate Marketing Discussing Message to Market Clarity

He created marketing strategies, content and campaigns for clients including Microsoft, Google, LinkedIn and HP and contributed to Wired, Forbes and Popular Science. Currently, he is CEO at Articulate Marketing, a UK marketing agency specializing in the technology sector. Also, his geek credentials are strong. Previously, he was founder and CEO at Intelligent Games, a […]

Interview with Nadine Perez Founder of NBP Insurance Services

Nadine has been providing insurance to people throughout South Florida since 2006. She believes that putting her clients first and maintaining a high level of professionalism on their behalf is what makes clients eager to refer her to their family and friends. Nadine brings a high level of expertise to her clients and works diligently […]

Interview with Alinka Rutkowska is the CEO of Leaders Press

Leaders Press a USA Today and Wall Street Journal best-selling press, where she creates books for entrepreneurs from scratch and launches them to best-seller with a 100% success rate. She runs a hybrid publishing house with traditional distribution (via Simon & Schuster) through which more than 500 entrepreneurs have been able to share their stories […]

Interview with Chris Blair Founder of Maestro Associates a Denver Flat-Fee Financial Planning Firm Discussing Owning Income Real Estate

After a short apprenticeship, Christopher Blair founded Blair Financial Planning in 1995 to offer comprehensive financial planning and investment services to Clients in Colorado. Since then, he has grown the firm to include Clients in several states including New Mexico, Kansas, California, Oregon and Washington. He renamed the firm Maestro Associates in 2017 to better […]

Interview with Marty Silbernik – Medicare Expert

Marty Silbernik began his career in marketing for one of the world’s largest restaurant companies, McDonald’s. Over his 21 years at the corporate level he helped the company grow from some 2,300 restaurants to over 23,000 restaurants worldwide. In the mid-90’s Marty left Chicago and moved to South Florida, purchasing 2 McDonald’s restaurants in Broward […]

Interview With Emanuel Avina President of Avina Financial Group Discussing How to Use Life Insurance for Retirement Planning

Emanuel has been helping people pursue their retirement and financial dreams through comprehensive strategies for well over a decade. He founded Avina Financial Group to help clients not only retire but to retire with more confidence and help businesses establish 401(k) benefit programs. He has passed the Series 7 and 66 securities exams, holds California […]

Interview with Timothy Johnson President of Lionswealth Financial Group on Social Security Strategy

Timothy is an experienced and knowledgeable Wealth Advisor, ready to work with you to ensure you and your family’s financial future. He has a degree in Finance from Georgia Southern University and has a certificate in financial planning. He specializes in providing solutions to protect your family’s life, income, and retirement. After 15 years of […]

Interview With Brian Vendig, CPA, AIF®, President of MJP Wealth Advisors

Brian is responsible for managing all aspects of the firm’s strategic development and operations. He is a member of the MJP Wealth Advisors Investment Committee, which develops the firm’s investment strategies and portfolios. Brian has an abiding passion for helping clients address all the relevant areas of personal finance — including investments, retirement planning, insurance, […]

Interview With César Mouriño President & CEO of LifeAnswers Financial Group

Born and raised in the streets of New York City, I graduated from Rice High School in Harlem and than graduated with a Bachelors Degree in Criminal Justice from John Jay College. As a child, I was thought to serve and respect others. With a passion for serving and helping people, I joined the United […]

Interview with Daryl Horton President of DL Horton Advisors Discussing a College Saving Plan

Born, raised and attended schools in Chicago, I’m a Southsider. Raised by a single mother, I successfully made it out of the Inner City Streets of Chicago. Moved to Southern California in the grocery/retail management business 1998, managing at American Stores, Rite Aid and others. Best and longest friend passed years ago due to a […]

Interview with Randi Karpinia, CEO of Sagacity Legal

Randi helps small businesses and entrepreneurs remove their legal “what ifs” so they can “WOW the world.” With over twenty years of legal experience, Ms. Karpinia is a recognized expert in all aspects of business legal management with a focus on intellectual property, legal operations, and online legal protection. At Sagacity Legal, she guides her […]

Interview with Jean Latting President of Leading Consciously & Leadership Coach

Jean is an organizational consultant and management coach. She has over 20 years of consultation and teaching experience within private and public sector organizations. Her scholarship and consulting are dedicated to helping people fulfill their goals and give meaning to their lives. As a social scientist, she has endeavored to master the technologies of change, […]

Interview with Ken “Magma” Marshall Chief Growth Officer and Managing Partner at RevenueZen

Ken has been professionally interneting for the past seven years and has shifted his focus to all things SEO and inbound for the last five . Ken is an endlessly curious person with a cliche coffee addiction and a burning desire to encourage and empower others to pursue meaningful lives. Husband, maker, Australian Shepherd puppy […]

Interview with Daryl Horton President of DL Horton Advisors Discussing Life Insurance vs 401k for Retirement

Born, raised and attended schools in Chicago, I’m a Southsider. Raised by a single mother, I successfully made it out of the Inner City Streets of Chicago. Moved to Southern California in the grocery/retail management business 1998, managing at American Stores, Rite Aid and others. Best and longest friend passed years ago due to a […]

Interview with John Briggs Founder of Incite Tax & Accounting

John graduated from Brigham Young University with a Master of Accountancy in Tax. He worked on corporate taxes and trusts in Orange County, CA with Deloitte & Touche, one of the four largest national accounting firms. With his educational background and work experience at Deloitte, John took a position as Controller for a Dish Network […]

Interview with Daryl Horton President of DL Horton Advisors

Born, raised and attended schools in Chicago, I’m a Southsider. Raised by a single mother, I successfully made it out of the Inner City Streets of Chicago. Moved to Southern California in the grocery/retail management business 1998, managing at American Stores, Rite Aid and others. Best and longest friend passed years ago due to a […]

Interview with Erin Fountain Founder and President of Suncoast Social Security Advisors-Consulting and Tax Services

Erin holds a BBS in Accounting and Finance from Dallas Baptist University and has performed as a Senior Staff Accountant in the corporate arena. Today, in addition to being a Registered Social Security Analyst she is also an Enrolled Agent. Erin finds that Taxes and Social Security are inextricably aligned, and she is intimately aware […]

Interview with Sean Rosensteel Founder of Savvy Pro Web

Savvy Pro Web is a company that builds websites that increase credibility, generate leads and win clients. After being taken advantage of and going bankrupt in his first business, Sean began doing the only other thing he knew how to do: build and market websites. He quickly realized how often his entrepreneurial clients had been […]

Interview with Michael Wright Insurance Agent with Trailstone Insurance Group-What is the Value of an Independent Insurance Agent?

I like to refer to myself as a Colorado Native, but technically I am not. I was born in the Midwest and relocated to the Denver Metro Area shortly thereafter. I am grateful for the family decision to move west, especially because this is where I met my wife, Kelsey. Colorado has a lot to […]

Interview with Marc Vasquez Co-Founder and President of Donumvita a Financial Education Company Discussing The POLI™ Contract

I help people who want to create economic independence and wealth by teaching them how to implement the Private Reserve System™ to take control of their cash-flow, net-worth and standard-of-living. Learn More: https://www.donumvita.com/

Interview with Marc Vasquez Co-Founder and President of Donumvita a Financial Education Company Discussing The Private Reserve System™

I help people who want to create economic independence and wealth by teaching them how to implement the Private Reserve System™ to take control of their cash-flow, net-worth and standard-of-living. Learn More: https://www.donumvita.com/

Interview with Jonathan Rosenfeld Founder of Rosenfeld Injury Lawyers Chicago Personal Injury Lawyer

Jonathan Rosenfeld is an attorney in Chicago, Illinois concentrating in cases involving serious injury and wrongful death. Mr. Rosenfeld managed to consistently grow his business (10-20% annually) in the wake of additional competition and headwinds from the Covid-19 pandemic. At a time when other law firms are struggling to stay afloat, Mr. Rosenfeld continues to […]

Interview with Wesley Mathews, Co-Founder of High Level Marketing

Wesley is the driving the vision and strategy as CEO for over the past 11.5 years. From 2009 to March 2021. High Level Marketing grew from and idea to 50+ employees with revenues over 6.5M+ with powerful technology to become a powerhouse in the industry. High Level Marketing as of today is a blend of […]

Interview with LM Stamper Managing Director with Evermore Wealth Discussing Retirement Planning for Women

LM Stamper’s (“Stamp”) mission is to help educate the general public about the laws of money so they can make better, more informed decisions regarding their finances. Stamp received his degree in Management Information Systems with a minor in Business from Texas Tech University and went on to study at The American College for Financial […]

Interview with Ben Trygstad Business Insurance Advisor with Trailstone Insurance Group

I specialize in business insurance. Helping clients with their workers compensation, general liability, business owner’s policy, commercial auto, E&O, D&O, and much, much more! I was lucky enough to grow up in the construction field doing everything from daycare maintenance contracts to building a new visitor center for the Colorado division of wildlife. This helps […]

Interview with Karl Alomar Managing Partner at M13 a venture capital firm focused on early-stage consumer technology companies

Karl brings over two decades of executive-level experience building and growing technology businesses and spends his time at M13 across all functions of the business, specifically overseeing the Propulsion Team and running the firm. Karl is a tech investor, serial entrepreneur, and most well known for building DigitalOcean from the ground up, which is one […]

Interview with Marc Vasquez Co-Founder and President of Donumvita a Financial Education Company Discussing The Stewardship Paradigm™

I help people who want to create economic independence and wealth by teaching them how to implement the Private Reserve System™ to take control of their cash-flow, net-worth and standard-of-living. Learn More: https://www.donumvita.com/

Interview with Marc Vasquez Co-Founder and President of Donumvita a Financial Education Company

I help people who want to create economic independence and wealth by teaching them how to implement the Private Reserve System™ to take control of their cash-flow, net-worth and standard-of-living. Learn More: https://www.donumvita.com/

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Interview with Michael Wright Insurance Agent with Trailstone Insurance Group

I like to refer to myself as a Colorado Native, but technically I am not. I was born in the Midwest and relocated to the Denver Metro Area shortly thereafter. I am grateful for the family decision to move west, especially because this is where I met my wife, Kelsey. Colorado has a lot to […]

Interview with Beth Rodgers Co-Owner & Agent with Trailstone Insurance Group Discussing Landlord and Renters Insurance Policies

Beth Rodgers joined her husband, Mark, at Trailstone after a successful career as an IT professional. She also has a dual degree in economics and finance. Guided by her deep faith, she brings compassion and a strong work ethic to the table. With the best interest of her clients at the forefront, she is able […]