Influential Entrepreneurs with Mike Saunders, MBA
1,164 episodes - English - Latest episode: 2 days ago - ★★★★★ - 41 ratingsInterviews with Elite Business Leaders & Experts sharing tips and strategies for elevating your business to the next level.
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Episodes
Interview with Lee Knoll Managing Partner of Knoll & Company -Next Generation CPA Firm Discussing Business Structure
July 12, 2024 22:20 - 18 minutes - 17 MBAn experienced CPA, Lee has worked in the accounting profession for over 30 years advising clients in small businesses, estates, trusts as well as being an Advanced QuickBooks Certified ProAdvisor, QuickBooks Online Certified, and Bill.com guru. He has advanced expertise in working with businesses in the real estate, transportation, legal industry and professional services industry. Learn More: https://www.knollcpa.com/ License#16945 Influential Entrepreneurs with Mike Saunders https://bus...
Interview with Anthony Milewski, Founder of The Oregon Group
July 12, 2024 17:50 - 20 minutes - 18.9 MBAnthony Milewski has two passions: the outdoors and investing. At any moment you might find him skiing in France, fly fishing in Alaska, white water rafting in Oregon, or wide awake in the middle of the night analyzing news releases and financial statements. Anthony realized early on that a truly rewarding career needed to include following his passions. But how to do this? As a Fulbright scholar, he spent time in the former Soviet Union and saw firsthand the changes brought about by the pri...
Interview with Lee Knoll Managing Partner of Knoll & Company -Next Generation CPA Firm Discussing Simplifying Tax and Accounting
July 11, 2024 13:44 - 23 minutes - 21.1 MBAn experienced CPA, Lee has worked in the accounting profession for over 30 years advising clients in small businesses, estates, and trusts and being an Advanced QuickBooks Certified ProAdvisor, QuickBooks Online Certified, and Bill.com guru. He has advanced expertise in working with businesses in the real estate, transportation, legal industry, and professional services industries. Learn More: https://www.knollcpa.com/ License#16945 Influential Entrepreneurs with Mike Saunders https://bus...
Interview with Lee Knoll Managing Partner of Knoll & Company -Next Generation CPA Firm Discussing Bookkeeping Strategy
July 05, 2024 13:45 - 15 minutes - 14.4 MBAn experienced CPA, Lee has worked in the accounting profession for over 30 years advising clients in small businesses, estates, and trusts as well as being an Advanced QuickBooks Certified ProAdvisor, QuickBooks Online Certified, and Bill.com guru. He has advanced expertise in working with businesses in the real estate, transportation, legal industry, and professional services industries. Learn More: https://www.knollcpa.com/ License#16945 Influential Entrepreneurs with Mike Saunders http...
Interview with Pasquale Sacchetta, President of CFIG Wealth Management Discussing Tax Risk
July 03, 2024 14:25 - 20 minutes - 19.2 MBMr. Sacchetta is the president of Westport-based CFIG Wealth Management, LLC. He is president and an investment adviser representative of Continental Five Investment Group, LLC. He is a CERTIFIED FINANCIAL PLANNER® practitioner, an Accredited Estate Planner professional, and a Chartered Life Underwriter designee. He specializes in retirement planning, estate planning, and business planning. Mr. Sacchetta is a member of the Estate Planning Council of Lower Fairfield County and the National As...
Interview with Pasquale Sacchetta President of CFIG Wealth Management Discussing Interest Rate-Inflation Risk
July 01, 2024 20:17 - 13 minutes - 12.8 MBMr. Sacchetta is president of Westport based CFIG Wealth Management, LLC. He is president and an investment adviser representative of Continental Five Investment Group, LLC. He is a CERTIFIED FINANCIAL PLANNER® practitioner, an Accredited Estate Planner professional and a Chartered Life Underwriter designee. He specializes in retirement planning, estate planning, and business planning. Mr. Sacchetta is a member of the Estate Planning Council of Lower Fairfield County and the National Associa...
Interview with Pasquale Sacchetta President of CFIG Wealth Management Discussing Market Risk
June 28, 2024 16:16 - 21 minutes - 19.6 MBMr. Sacchetta is president of Westport based CFIG Wealth Management, LLC. He is president and an investment adviser representative of Continental Five Investment Group, LLC. He is a CERTIFIED FINANCIAL PLANNER® practitioner, an Accredited Estate Planner professional, and a Chartered Life Underwriter designee. He specializes in retirement planning, estate planning, and business planning. Mr. Sacchetta is a member of the Estate Planning Council of Lower Fairfield County and the National Associ...
Interview with Tyrone Clark President and Founder of Brokers’ Choice of America Discussing Annuity Hero
June 27, 2024 19:28 - 20 minutes - 19.2 MBTyrone Clark is a national speaker, an educator, a mentor, a teacher, a financial advisor, a sales and marketing consultant, an author, and a serial entrepreneur. Tyrone has had an amazing career that has touched thousands of lives. Tyrone has been on the advisory board of numerous insurance companies. He’s designed several insurance products, written many articles, and written and co-authored multiple books. Tyrone has appeared in numerous media sources. Tyrone’s heart and passion are part...
Interview with Joyce Palmer, Founder and President of JP Financial Group, Discussing 401k Tips and Strategies
June 27, 2024 19:14 - 16 minutes - 15.3 MBJoyce Palmer, the managing partner of JP Financial Group LLC, is a force to be reckoned with in the world of finance. With a dedicated focus on serving women, Joyce is committed to creating financial legacies and empowering women to take control of their financial futures. As a joint owner of JPFG Wealth Management LLC, she brings a wealth of knowledge and expertise to her clients. With over two decades of experience, Joyce understands the unique financial challenges and opportunities that w...
Interview with Joyce Palmer, Founder and President of JP Financial Group Discussing Concerns for Women In the Medical Profession
June 25, 2024 14:52 - 17 minutes - 15.8 MBJoyce Palmer, the managing partner of JP Financial Group LLC, is a force to be reckoned with in the world of finance. With a dedicated focus on serving women, Joyce is committed to creating financial legacies and empowering women to take control of their financial futures. As a joint owner of JPFG Wealth Management LLC, she brings a wealth of knowledge and expertise to her clients. With over two decades of experience, Joyce understands the unique financial challenges and opportunities that w...
Interview with Tyrone Clark President and Founder of Brokers’ Choice of America Discussing BCA Special Programs
June 21, 2024 18:15 - 21 minutes - 19.9 MBTyrone Clark is a national speaker, an educator, a mentor, a teacher, a financial advisor, a sales and marketing consultant, an author, and a serial entrepreneur. Tyrone has had an amazing career that has touched thousands of lives. Tyrone has been on the advisory board of numerous insurance companies. He’s designed several insurance products, written many articles, and written and co-authored multiple books. Tyrone has appeared in numerous media sources. Tyrone’s heart and passion are part...
Interview with Kevin Coffey & Christina Keller with A Brighter Future Discussing The Devastating Financial Consequences of Foreclosure
June 21, 2024 18:04 - 19 minutes - 18.2 MBKevin and Christina, a couple of Colorado folks who know what it’s like when things get tough. Kevin grew up in North Denver, and Christina in Thornton. Life can throw some real curveballs, especially when it comes to keeping a roof over your head. But they also know the pain of uncertainty and loss. Kevin’s family faced the heartbreaking reality of foreclosure when he was younger. He watched as their home, filled with love and laughter, slipped away. Looking back, he wishes his family had b...
Interview with Kevin Coffey & Christina Keller with A Brighter Future Discussing The Devastating Emotional Consequences of Foreclosure
June 19, 2024 22:21 - 15 minutes - 14.6 MBKevin and Christina, a couple of Colorado folks who know what it’s like when things get tough. Kevin grew up in North Denver, and Christina in Thornton. Life can throw some real curveballs, especially when it comes to keeping a roof over your head. But they also know the pain of uncertainty and loss. Kevin’s family faced the heartbreaking reality of foreclosure when he was younger. He watched as their home, filled with love and laughter, slipped away. Looking back, he wishes his family had b...
Interview with Robin Hesselgesser, Speaker, Coach, Author & Founder of Steel Whispers
June 16, 2024 11:06 - 21 minutes - 19.7 MBAs an artist, author, and consultant, her purpose is to inspire and empower. Robin’s passion is to reach beyond what is expected because of someone else’s definition of who she should be or what she can do and help others do the same. Learn More: https://www.steelwhispers.com Influential Entrepreneurs with Mike Saunders https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/ Source: https://businessinnovatorsradio.com/interview-with-robin-hesselgesser-speaker-coac...
Interview with Kevin Coffey & Christina Keller with A Brighter Future Discussing Understanding The Foreclosure Process
June 13, 2024 23:56 - 17 minutes - 16.4 MBKevin and Christina, a couple of Colorado folks who know what it’s like when things get tough. Kevin grew up in North Denver, and Christina in Thornton. Life can throw some real curveballs, especially when it comes to keeping a roof over your head. But they also know the pain of uncertainty and loss. Kevin’s family faced the heartbreaking reality of foreclosure when he was younger. He watched as their home, filled with love and laughter, slipped away. Looking back, he wishes his family had b...
Interview with Tyrone Clark President and Founder of Brokers’ Choice of America
June 12, 2024 20:58 - 23 minutes - 21.4 MBTyrone Clark is a national speaker, an educator, a mentor, a teacher, a financial advisor, a sales and marketing consultant, an author, and a serial entrepreneur. Tyrone has had an amazing career that has touched thousands of lives. Tyrone has been on the advisory board of numerous insurance companies. He’s designed several insurance products, written many articles, and written and co-authored multiple books. Tyrone has appeared in numerous media sources. Tyrone’s heart and passion are part ...
Interview with Cameron Bryant Founder of Found Revenue Solutions & Senior Retirement Specialist at Federal Employees Services Association
June 12, 2024 20:10 - 19 minutes - 18.1 MBOver 33 years of experience in working with Business Owners, Seniors, Federal employees, and Franchisees in the planning and development of Tax-Favored Retirement plans, Living Trusts, Buy/Sell Agreements, Executive Bonus Plans Marketing and Wellness Benefit programs. I was able to work exclusively with the Franchisee of 7-11, Mobil, Shell, Hallmark, and Yamaha to create personal as well as business Retirement Plans. Working now exclusively with Federal Employees and retirees in helping them ...
Interview with Arthur Cohen Founder of Arthur Cohen Insurance Discussing Annuities
June 10, 2024 15:46 - 17 minutes - 16 MBWith Over 40 years in the life insurance business. Creative and strategic ways of using our expertise in life insurance as a valuable tool to protect families and businesses. Expertise in Long Term Care insurance, having brought it to the attention of the public almost since its inception. Annuity planning using the most appropriate products for “safe money”. Board member of a nationally recognized neurocognitive research and care facility. Great reputation among our clients and peers for our...
Interview With Shawn Milton Founder of S&S Life and Financial Services Discussing Risks of Retirement
June 10, 2024 14:48 - 19 minutes - 18.1 MBHe was a missionary for 10 years after which he got married and felt led to start serving people in their finances. He has always had a knack for money talk and helping people. As far back as he can recall, He has always strategized when it comes to Finances. He loves helping families get out of Debt with my program and helping them plan a robust retirement plan. Shawn has run tons of debt-elimination illustrations and designed a lot of retirement income plans. Learn More: https://sandslifea...
Interview with Kevin Coffey & Christina Keller with A Brighter Future Discussing How to Prevent Your House From Going Into Foreclosure
June 10, 2024 14:38 - 18 minutes - 16.5 MBKevin and Christina, a couple of Colorado folks who know what it’s like when things get tough. Kevin grew up in North Denver, and Christina in Thornton. Life can throw some real curveballs, especially when it comes to keeping a roof over your head. But they also know the pain of uncertainty and loss. Kevin’s family faced the heartbreaking reality of foreclosure when he was younger. He watched as their home, filled with love and laughter, slipped away. Looking back, he wishes his family had b...
Interview With Shawn Milton Founder of S&S Life and Financial Services Discussing Debt Elimination
June 06, 2024 19:11 - 18 minutes - 16.6 MBI was a missionary for 10 years after which I got married and felt led to start serving people in their finances. I have always had a knack for money talk and helping people. As far back as I can recall, I have always strategized when it comes to Finances. I love helping families get out of Debt with my program and helping them to plan a robust retirement plan. I have run tons of debt-elimination illustrations and designed a lot of retirement income plans. Learn More: https://sandslifeandfin...
Interview With Shawn Milton Founder of S&S Life and Financial Services Discussing Retirement Pitfalls
June 06, 2024 19:02 - 21 minutes - 19.9 MBShawn was a missionary for 10 years after which he got married and felt led to start serving people in their finances. He has always had a knack for money talk and helping people. As far back as I can recall, he has always strategized when it comes to Finances. He loves helping families get out of Debt with my program and helping them plan a robust retirement plan. Shawn has ran tons of debt-elimination illustrations and designed a lot of retirement income plans. Learn More: https://sandslif...
Interview with Arthur Cohen Founder of Arthur Cohen Insurance Discussing Long Term Care
June 05, 2024 20:27 - 19 minutes - 17.7 MBWith Over 40 years in the life insurance business. Creative and strategic ways of using our expertise in life insurance as a valuable tool to protect families and businesses. Expertise in Long Term Care insurance, having brought it to the attention of the public almost since its inception. Annuity planning using the most appropriate products for “safe money”. Board member of a nationally recognized neurocognitive research and care facility. Great reputation among our clients and peers for our...
Interview with Cody Askins CEO of CaBoom Leads & 8 Percent Nation
June 05, 2024 20:17 - 25 minutes - 23.5 MBCody Askins is a speaker, entrepreneur, author of Zero To Six Figures, and Creator of the Cody Askins YouTube Channel which has amassed over 119,000 subscribers. Cody Askins owns & operates 8 companies totaling more than $20,000,000 in annual revenue. CA is also the founder of The 8% Nation Conference, the industry’s largest event for all insurance agents to attend. Learn more: https://8percentnation.com/ Influential Entrepreneurs with Mike Saunders https://businessinnovatorsradio.com/influ...
Interview with Aleksander Dyo Managing Director of Wealth Excel
June 05, 2024 20:06 - 22 minutes - 20.2 MBAleksander stands out in the financial landscape for his deep expertise in complex Qualified Plan models and innovative Financed Charitable Gifting techniques. Catering to a sophisticated clientele of business leaders, high-wage earners, and high-net-worth individuals, Aleksander has masterfully orchestrated tax savings exceeding $60 million. With a career spanning over a decade as a wealth creation strategist, Aleksander is on a mission to empower his clients to safeguard and enhance their ...
Interview with Aldo Venturacci Life Insurance Advisor Discussing Financial Planning for Families with Special Needs Children
May 31, 2024 16:22 - 16 minutes - 15.6 MBAldo Venturacci is a devoted special needs dad and an expert in creating long-term financial security for families with special needs children. His professional journey is deeply intertwined with his personal experiences, giving him a unique perspective on the financial challenges and solutions that these families encounter. Driven by a passion to ensure every child has access to the necessary resources for a secure future, Aldo focuses on developing financial strategies that enhance stabili...
Interview with Arthur Cohen, Founder of Arthur Cohen Insurance Discussing Policy Review
May 27, 2024 20:29 - 17 minutes - 16.2 MBWith Over 40 years in the life insurance business. Creative and strategic ways of using our expertise in life insurance as a valuable tool to protect families and businesses. Expertise in Long Term Care insurance, having brought it to the attention of the public almost since its inception. Annuity planning using the most appropriate products for “safe money”. Board member of a nationally recognized neurocognitive research and care facility. Great reputation among our clients and peers for our...
Interview with Samuel Dixon, RFC Co-Founder of Oxford Advisory Group
May 21, 2024 00:54 - 24 minutes - 22.5 MBAs a managing partner of Oxford Advisory Group, Samuel J. Dixon is focused on retirement planning, IRA legacy planning, and investments for retirees, executives, and small-business owners. He routinely offers educational classes on taxes in retirement and developing a steady and reliable retirement plan. Samuel, with his expertise as a RFC, also contributes articles that are featured in financial publications such as Kiplinger Financial, Newsmax, and The Street. Samuel has passed the Series...
Interview with Michael Opp Founder of Opp Financial – Their Unique Approach to Portfolio Diversification
May 16, 2024 01:27 - 18 minutes - 16.6 MBMichael has been working in wealth management for over 25 years. He holds a Series 65 license and Insurance license. As a Fiduciary, he has provided financial services to business owners, families, and individuals. Michael has access to a wide array of financial assets. Enabling him to successfully meet the financial planning needs of his clients while building long-lasting, meaningful relationships with them. Michael received a B.S. in Business Administration and a minor in Economics in 199...
Interview with Kevin Coffey & Christina Keller with A Brighter Future Discussing Their More Money for You Program
May 14, 2024 21:02 - 17 minutes - 15.7 MBKevin and Christina, are a couple of Colorado folks who know what it’s like when things get tough. Kevin grew up in North Denver, and Christina in Thornton. Life can throw some real curveballs, especially when it comes to keeping a roof over your head. But they also know the pain of uncertainty and loss. Kevin’s family faced the heartbreaking reality of foreclosure when he was younger. He watched as their home, filled with love and laughter, slipped away. Looking back, he wishes his family h...
Interview With Stephen Ng, CLU, ChFC, CEP Founder of Stephen Ng Financial Group-Discussing IRA Rescue to Leverage Retirement Wealth
May 14, 2024 20:55 - 20 minutes - 18.5 MBStephen Ng, whom you may have seen in NBC, Forbes, Wall Street Journal, U.S. News and World Report, New York Daily News, and others. He has also been interviewed by Fox TV and Christian Television Network. Stephen is the Author of “10 Financial Mistakes You Should Avoid” which has been a wonderful resource for many of his clients. All of the proceeds from the book sales go to benefit World Vision International. Stephen is also the Founder and President of Stephen Ng Financial Group. Stephen ...
Interview with Michael Opp Founder of Opp Financial-Purpose vs Performance – Fiduciary Concerns & Purpose Driven Accounts
May 13, 2024 14:58 - 18 minutes - 17.2 MBMichael has been working in wealth management for over 25 years. He holds a Series 65 license and an Insurance license. As a Fiduciary, he has provided financial services to business owners, families, and individuals. Michael has access to a wide array of financial assets. Enabling him to successfully meet the financial planning needs of his clients while building long-lasting, meaningful relationships with them. Michael received a B.S. in Business Administration and a minor in Economics in ...
Interview With Stephen Ng, CLU, ChFC, CEP Founder of Stephen Ng Financial Group – Utilizing Long-Term Care to Leverage Retirement Wealth
May 13, 2024 14:49 - 20 minutes - 19.1 MBStephen Ng, whom you may have seen in NBC, Forbes, Wall Street Journal, U.S. News and World Report, New York Daily News, and others. He has also been interviewed by Fox TV and Christian Television Network. Stephen is the Author of “10 Financial Mistakes You Should Avoid” which has been a wonderful resource for many of his clients. All of the proceeds from the book sales go to benefit World Vision International. Stephen is also the Founder and President of Stephen Ng Financial Group. Stephen ...
Interview With Stephen Ng, CLU, ChFC, CEP Founder of Stephen Ng Financial Group – Understanding Long-Term Care to Leverage Retirement Weal
May 13, 2024 14:49 - 20 minutes - 19.1 MBStephen Ng, whom you may have seen in NBC, Forbes, Wall Street Journal, U.S. News and World Report, New York Daily News, and others. He has also been interviewed by Fox TV and Christian Television Network. Stephen is the Author of “10 Financial Mistakes You Should Avoid” which has been a wonderful resource for many of his clients. All of the proceeds from the book sales go to benefit World Vision International. Stephen is also the Founder and President of Stephen Ng Financial Group. Stephen ...
Interview with Michael Opp Founder of Opp Financial – Guaranteed Investment Income to meet an RMD Strategy
May 10, 2024 15:07 - 21 minutes - 19.7 MBMichael has been working in wealth management for over 25 years. He holds a Series 65 license and Insurance license. As a Fiduciary, he has provided financial services to business owners, families, and individuals. Michael has access to a wide array of financial assets. Enabling him to successfully meet the financial planning needs of his clients while building long-lasting, meaningful relationships with them. Michael received a B.S. in Business Administration and a minor in Economics in 19...
Interview With Stephen Ng, CLU, ChFC, CEP Founder of Stephen Ng Financial Group Discussing How to Grow & Protect Retirement Wealth
May 10, 2024 14:33 - 21 minutes - 19.4 MBStephen Ng, whom you may have seen in NBC, Forbes, Wall Street Journal, U.S. News and World Report, New York Daily News, and others. He has also been interviewed by Fox TV and Christian Television Network. Stephen is the Author of “10 Financial Mistakes You Should Avoid” which has been a wonderful resource for many of his clients. All of the proceeds from the book sales go to benefit World Vision International. Stephen is also the Founder and President of Stephen Ng Financial Group. Stephen ...
Interview with Liam Thurman CEO of the Babe Ruth Bucket System for Agents
May 08, 2024 13:25 - 28 minutes - 25.8 MBLiam is the author of 5 books and is the CEO of LCI consultants & owner of the BRB brand and the Exception to the Rule Brand. 30 plus years in the financial and coaching business training over 7500 agents weekly in the BRB system for agents. Founder of the MTD Foundation outreach ministry. Married to Angie and they have 9 kids blended family with 16 grandchildren. Learn More: https://lcitaxfreeretirement.com/ https://www.facebook.com/groups/thebaberuthbucketsysyem Influential Entreprene...
Interview with Paul McManus, Co-Founder and CEO of More Clients More Fun, Author, Podcast Host
April 29, 2024 14:16 - 27 minutes - 24.8 MBPaul G. McManus is a best-selling author and prominent figure in the financial industry, specializing in helping financial advisors to become bestselling authors and create authority-based marketing systems to attract their ideal clients. Over the past 8 years, Paul has played a pivotal role in assisting clients in generating over $50,000,000 in fees and commissions. He is the author of multiple books including The Short Book Formula: A Financial Professional’s Guide To Writing A Book In Six...
Interview with Dan Brooks Founder of Xexis Private Wealth Discussing Things Your Current Advisors Haven’t Explained That Could Negatively
April 18, 2024 13:51 - 24 minutes - 22.6 MBDan entered the U.S. Navy’s Nuclear Power program after high school and upon discharge, he purchased the family business which he operated for 7 years. After his father’s death, he discovered his father lost a small fortune due to bad advice from a stock broker. Dan decided to enter financial services to find out how this could happen and help others avoid it. In 2004 he completed the Certified Financial Planner coursework and in 2005 opened a Registered Investment Advisor firm. He owns bo...
Interview with Dan Brooks, Founder of Xexis Private Wealth Discussing the Tax Implications of Large Retirement Accounts
April 18, 2024 13:40 - 18 minutes - 16.9 MBDan entered the U.S. Navy’s Nuclear Power program after high school and upon discharge, he purchased the family business which he operated for 7 years. After his father’s death, he discovered his father lost a small fortune due to bad advice from a stock broker. Dan decided to enter financial services to find out how this could happen and help others avoid it. In 2004 he completed the Certified Financial Planner coursework and in 2005 opened a Registered Investment Advisor firm. He owns bo...
Interview with Dan Brooks, Founder of Xexis Private Wealth Discussing Understanding Critical Concerns of Retirement Planning
April 18, 2024 13:26 - 17 minutes - 15.8 MBDan entered the U.S. Navy’s Nuclear Power program after high school and upon discharge, he purchased the family business which he operated for 7 years. After his father’s death, he discovered his father lost a small fortune due to bad advice from a stock broker. Dan decided to enter financial services to find out how this could happen and help others avoid it. In 2004 he completed the Certified Financial Planner coursework and in 2005 opened a Registered Investment Advisor firm. He owns bo...
Interview with Joyce Palmer, Founder and President of JP Financial Group Discussing Guaranteed Income for Women In Retirement
April 16, 2024 14:53 - 24 minutes - 22.4 MBJoyce Palmer, the managing partner of JP Financial Group LLC, is a force to be reckoned with in the world of finance. With a dedicated focus on serving women, Joyce is committed to creating financial legacies and empowering women to take control of their financial futures. As a joint owner of JPFG Wealth Management LLC, she brings a wealth of knowledge and expertise to her clients. With over two decades of experience, Joyce understands the unique financial challenges and opportunities that w...
Interview with Linda Jensen, Principal and Owner of Heart Financial Group Discussing New Website Loweryourtaxestoday.com
April 08, 2024 21:57 - 19 minutes - 17.5 MBLinda has been self-employed for her entire life. A successful financial advisor since 1994, she has enjoyed all aspects of entrepreneurship, especially problem-solving, sizing up dilemmas, and working through complexities with creative solutions. She is a lifelong learner. In addition, she has a passion for establishing a good rapport with business owners and clients helping them access a wide range of resources. “Business owners are in a lonely place,” says Linda. “I want to develop a relat...
Interview with Linda Jensen, Principal and Owner of Heart Financial Group Discussing the 5 D’s of Exit Planning
March 28, 2024 00:29 - 20 minutes - 18.9 MBLinda has been self-employed for her entire life. A successful financial advisor since 1994, she has enjoyed all aspects of entrepreneurship, especially problem-solving, sizing up dilemmas, and working through complexities with creative solutions. She is a lifelong learner. In addition, she has a passion for establishing a good rapport with business owners and clients helping them access a wide range of resources. “Business owners are in a lonely place,” says Linda. “I want to develop a relat...
Interview with Linda Jensen Principal and Owner of Heart Financial Group Discussing Exit Planning Tax Mitigation
March 24, 2024 20:45 - 21 minutes - 19.5 MBLinda has been self-employed for her entire life. A successful financial advisor since 1994, she has enjoyed all aspects of entrepreneurship, especially problem-solving, sizing up dilemmas, and working through complexities with creative solutions. She is a lifelong learner. In addition, she has a passion for establishing a good rapport with business owners and clients helping them access a wide range of resources. “Business owners are in a lonely place,” says Linda. “I want to develop a relat...
Interview with Rhett Chambers, Founder of Rhett Chambers Financial Services Discussing Business Insurance
March 24, 2024 20:35 - 17 minutes - 16.4 MBRhett Chambers, a 2006 graduate of the University of Alabama, embarked on a dynamic career in financial services in 2007 as an agent for AIG. Over the years, he flourished at AIG, serving roles as a producer, advisor, and manager. In 2017, Rhett transitioned to Transamerica, dedicating five successful years before becoming a fully independent agent and advisor in 2020. Representing top carriers in the financial service industry, Rhett specializes in life insurance, term life, disability insu...
Interview with Linda Jensen, Principal and Owner of Heart Financial Group Discussing Exit Planning
March 24, 2024 18:59 - 20 minutes - 18.5 MBLinda has been self-employed for her entire life. A successful financial advisor since 1994, she has enjoyed all aspects of entrepreneurship, especially problem-solving, sizing up dilemmas, and working through complexities with creative solutions. She is a lifelong learner. In addition, she has a passion for establishing a good rapport with business owners and clients helping them access a wide range of resources. “Business owners are in a lonely place,” says Linda. “I want to develop a relat...
Interview with Kimberly Pohler, Financial Strategist with Pohler Financial Discussing How Taxes Impact Retirement
March 21, 2024 22:18 - 22 minutes - 20.3 MBKimberly Pohler, CLTC, CFed®, is passionate about helping others. She helps her clients navigate the confusing world of finance by educating them on how to plan for each season of their life. It goes beyond protecting your health. Kimberly has identified many crucial areas of concern: health, life, disability income while you’re working, senior healthcare, Social Security, longevity (never running out of money), the high cost of aging impact on investments, and protecting a legacy for her cli...
Interview with Rhett Chambers, Founder of Rhett Chambers Financial Services Discussing Buy-Sell Agreement Strategies
March 21, 2024 22:04 - 20 minutes - 18.3 MBRhett Chambers, a 2006 graduate of the University of Alabama, embarked on a dynamic career in financial services in 2007 as an agent for AIG. Over the years, he flourished at AIG, serving roles as a producer, advisor, and manager. In 2017, Rhett transitioned to Transamerica, dedicating five successful years before becoming a fully independent agent and advisor in 2020. Representing top carriers in the financial service industry, Rhett specializes in life insurance, term life, disability insu...
Interview with Rhett Chambers, Founder of Rhett Chambers Financial Services Discussing Key Person Insurance
March 20, 2024 22:00 - 20 minutes - 18.7 MBRhett Chambers, a 2006 graduate of the University of Alabama, embarked on a dynamic career in financial services in 2007 as an agent for AIG. Over the years, he flourished at AIG, serving roles as a producer, advisor, and manager. In 2017, Rhett transitioned to Transamerica, dedicating five successful years before becoming a fully independent agent and advisor in 2020. Representing top carriers in the financial service industry, Rhett specializes in life insurance, term life, disability insu...