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 Rick Mosley, President of Black Pearl Insurance Solutions – College Planning Tips
August 16, 2023 23:44 - 20 minutes - 18.8 MBRick is an insurance executive with a wide breadth of experience backed by a 20+ year record of delivering solid improvements in operating efficiency, productivity, and overall financial performance in Fortune 40 affiliated insurance companies, Rick Mosley has spent his career finding money where others could not. While providing over $1 billion in revenue for his employers he uncovered how tax-advantaged income benefits businesses and, by extension, individuals. Black Pearl is offering a fr...
Interview with Nicolas J. McLeod Wealth Preservation Specialist-Navigating Fed rate hikes that impact retirement
August 16, 2023 23:28 - 23 minutes - 21.7 MBNicolas (Nic) J. McLeod is a man of determination and grit. No matter if he’s spending time with his wife and kids, creating music, honing his body-building skills, or helping the many families he now calls “friends” find the best ways for them to preserve their wealth and build their retirement savings—he brings a high level of intensity and passion to whatever he’s doing in any given moment. Nic is a second-generation Wealth Preservation specialist. He grew up watching his dad help familie...
Interview with Kirk Conole, Partner and Chief Operating Officer with DCI Solutions
August 16, 2023 23:20 - 19 minutes - 17.8 MBKirk Conole serves as the Chief Operating Officer overseeing client relationships and business development activities for the company. Before joining DCI, Kirk was the principal of Independent Energy Services, providing utility rate and tariff analysis along with economic analysis for energy projects such as backup generation, co-generation, solar energy, and energy efficiency. Kirk’s deep expertise in the area of Energy Consumption and Strategic Use allows him to provide utility rate and tar...
Interview with Ben Green Co-Founder of Ready2Retire™ Discussing Annuity Strategies
August 16, 2023 23:09 - 25 minutes - 23.3 MBA native of Columbia, SC, Ben is Co-Founder of Ready2Retire™, the leading retirement planning firm for people who want to retire with confidence. Ben greatly appreciates customer service and client satisfaction, honed from over 20 years of experience, and is recognized nationwide as a top retirement, insurance, Medicare, and Social Security planner. He has over 2,000 clients and has educated over 10,000 people. Ben is also President and COO of Insurance Advantage, an employee benefits agency...
Interview with Nicolas J. McLeod Wealth Preservation Specialist Discussing Asset Allocation Design for Retirement
August 15, 2023 17:04 - 25 minutes - 23 MBNicolas (Nic) J. McLeod is a man of determination and grit. No matter if he’s spending time with his wife and kids, creating music, honing his body-building skills, or helping the many families he now calls “friend” find the best ways for them to preserve their wealth and build their retirement savings—he brings a high level of intensity and passion to whatever he’s doing in any given moment. Nic is a second-generation Wealth Preservation specialist. He grew up watching his dad help families...
Interview with Nicolas J. McLeod Wealth Preservation Specialist
August 11, 2023 22:49 - 27 minutes - 24.8 MBNicolas (Nic) J. McLeod is a man of determination and grit. No matter if he’s spending time with his wife and kids, creating music, honing his body-building skills, or helping the many families he now calls “friend” find the best ways for them to preserve their wealth and build their retirement savings—he brings a high level of intensity and passion to whatever he’s doing in any given moment. Nic is a second-generation Wealth Preservation specialist. He grew up watching his dad help families...
Interview with Sherry Auble Founder of Savvy Women & Wealth -Selecting the Best Niche to Market To
August 11, 2023 22:42 - 21 minutes - 19.6 MBSherry grew up in a struggling blue-collar family where money was scarce and at times, nonexistent. But she was determined to create a better and more fulfilling life for herself and she had been able to do that with the gift of perseverance and resilience. She had her share of knocks, but she always get up and push on. Sherry thinks it’s that kind of determination that enabled me to work for Premier Wall. Street firms and Fortune 500 companies in business development. In fact, one of her gr...
Interview with Ben Green Co-Founder of Ready2Retire™
August 11, 2023 17:55 - 20 minutes - 18.5 MBA native of Columbia, SC, Benjamin is Co-Founder of Ready2Retire™ President, the leading retirement planning firm for people who want to retire with confidence. Benjamin greatly appreciates customer service and client satisfaction, honed from over 20 years of experience, and is recognized nationwide as a top retirement, insurance, Medicare, and Social Security planner. He has over 2,000 clients and has educated over 10,000 people. Benjamin is also President and COO of Insurance Advantage, an...
Interview with Sherry Auble Founder of Savvy Women & Wealth-Overcoming the Fear of Sales
August 10, 2023 21:37 - 23 minutes - 21.4 MBGrew up in a struggling blue-collar family where money was scarce and at times, nonexistent. But she was determined to create a better and more fulfilling life for herself and she had been able to do that with the gift of perseverance and resilience. She had her share of knocks, but she always get up and push on. Sherry thinks it’s that kind of determination that enabled me to work for Premier Wall. Street firms and Fortune 500 companies in business development. In fact, one of her greatest ...
Interview with David Cargill Financial Advisor with LPL Financial
August 10, 2023 21:30 - 19 minutes - 17.9 MBMr. Cargill graduated from the University of Nebraska – Lincoln in 2014 with a Bachelor of Science in Business Administration. His primary focus was Accounting. He also emphasized Economics and Spanish. Mr. Cargill joined LPL in 2022 after two years with a similar firm. There he oversaw 50 retirement plans: coordinating and conducting their annual plan reviews, fund analyses, and other administrative tasks. He also provided portfolio management and financial planning services to individual c...
Interview With Gary Scofield Founder of Mansfield Financial Strategies Discussing Annuities 101
August 08, 2023 18:18 - 23 minutes - 21.7 MBGary is an accomplished financial advisor who has spent over four decades dedicated to guiding clients toward financial prosperity in retirement. With impressive credentials, including a lifetime membership in MDRT (Million Dollar Round Table), Gary’s expertise shines. His certifications as a Certified Senior Advisor (CSA) and Certified Long-Term Care (CLTC) specialist demonstrate his proficiency in navigating the complexities of senior financial planning and long-term care. Pursuing addition...
Interview with Retirement Consultant James Haass Discussing Life Insurance for Retirement
August 04, 2023 23:41 - 22 minutes - 20.5 MBOver 40 years in financial services including 20 plus years with Northwestern Mutual Life. 15 Years as a financial advisor with large banks. Started own agency in 2015 with partner/spouse Michelle Haass, Thoroughbred Advisors. Probably the greatest gift I provide for my clients when they retire is a good night’s sleep. Learn More: https://www.BrookeQuinn.com Influential Entrepreneurs with Mike Saunders https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/ Sourc...
Interview with Financial Professional Bryan Baysinger Discussing Retirement Planning
August 03, 2023 20:15 - 24 minutes - 22 MBBryan has been a well-known Financial Professional and Educator for the Last 36+ Years! Bryan has developed a specialty working with Semi-Retired and Retired persons aged 50+. Hundreds have attended his classes on learning how to Shield their Life Savings (Assets) from all the negative issues out there that they are usually unaware of! Knowledge is Power! Education is Key! Consequently, many of those who have worked for small & large companies have set aside millions of dollars. Bryan helps ...
Interview with Sherry Auble, Founder of Savvy Women & Wealth – The Importance of Having A Business Plan
August 03, 2023 20:02 - 16 minutes - 15.4 MBGrew up in a struggling blue-collar family where money was scarce and at times, nonexistent. But I was determined to create a better and more fulfilling life for myself and I’ve been able to do that with the gift of perseverance and resilience. I’ve had my share of knocks, but I always get up and push on. I think it’s that kind of determination that enabled me to work for premier Wall Street firms and Fortune 500 companies in business development. In fact, one of my greatest accomplishments ...
Interview with Retirement Consultant James Haass Discussing Fixed Income Annuities
August 03, 2023 19:39 - 25 minutes - 23.1 MBOver 40 years in financial services including 20 plus years with Northwestern Mutual Life. 15 Years as a financial advisor with large banks. Started own agency in 2015 with partner/spouse Michelle Haass, Thoroughbred Advisors. Probably the greatest gift I provide for my clients when they retire is a good night’s sleep. Learn More: https://www.BrookeQuinn.com Influential Entrepreneurs with Mike Saunders https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/ Source...
Interview w/Miriam Divinsky, Ph.D. Author of “Playing The Game Of Life And Business To Win” Discussing The Game of Success
July 31, 2023 23:30 - 26 minutes - 23.9 MBMiriam is a business and personal coach who helps her clients synchronize their inner and outer lives. She helps her clients to synchronize their business, “Outer Game of Success,” with their “Inner Game of Success,” with who they really are. The synchronization of these two games of life allows her clients to live their professional lives with success and fulfillment and their personal lives with fulfillment and joy. Miriam Divinsky has been featured in “Who’s Who National Registry” and “...
Interview with James Haass Retirement Income Specialist
July 31, 2023 22:59 - 19 minutes - 17.9 MBOver 40 years in financial services, including 20 plus years with Northwestern Mutual Life. 15 Years as a financial advisor with large banks. Started own agency in 2015 with partner/spouse Michelle Haass, Thoroughbred Advisors. Probably the greatest gift I provide for my clients when they retire is a good night’s sleep. Learn More: https://www.linkedin.com/in/james-haass-aa611377/ or http://www.brookeandquinn.com/ Influential Entrepreneurs with Mike Saunders https://businessinnovatorsradi...
Interview with Miriam Divinsky, Ph.D. Author of “Playing The Game Of Life And Business To Win” Discussing Conscious Living
July 27, 2023 19:33 - 23 minutes - 21.1 MBMiriam is a business and personal coach who helps her clients synchronize their inner and outer lives. She helps her clients synchronize their business, “Outer Game of Success,” with their “Inner Game of Success,” who they really are. The synchronization of these two games of life allows her clients to live their professional lives with success and fulfillment and their personal lives with fulfillment and joy. Miriam Divinsky has been featured in “Who’s Who National Registry” and “Who’s Wh...
Interview with Jacques Skuteeki Business Innovation Strategist
July 26, 2023 16:31 - 41 minutes - 38.2 MBJacques Skuteeki is a McGill graduate in Economics and Marketing. Started his career in sales and then got his first dream job in the pharmaceutical industry. Then, his interest was to get into Hospital Supplies so he could learn about group purchasing, his next step was to discover the world of Diagnostics; quickly after he became a Marketing Manager and then got a sales Manager position. At that point, he needed a break from the corporate world and decided to take a 6-month Sabbatical and b...
Interview w/ Daniel Collison w/ Advice2Advisors & Author of Building Bigger & Better Discussing Confident Growth Plan
July 24, 2023 16:58 - 25 minutes - 23.1 MBDaniel Collison has over 30 years in the financial services industry. Dan is the co-founder and Managing Partner in the financial education firm Advice2Advisors, which trains, mentors and coaches financial advisors of all tenures. Dan is a CFP, TEP and taught Personal Financial Management, in the MBA Program at the Schulich School of Business since 1998, and is the author of The Financial Advisor’s Guide to Excellence and Building Bigger & Better: Growth Strategies of Top-Producing Financial...
Interview with Matt Reiner Managing Partner of Capital Investment Advisors
July 24, 2023 16:50 - 18 minutes - 16.9 MBMatt Reiner is a CFA® Charterholder, CERTIFIED FINANCIAL PLANNER™, and partner at Capital Investment Advisors, a $4.3B (as of December 2022) RIA in Atlanta, Georgia. Additionally, Matt is the managing partner of Wela Strategies, an RIA that deals with the investment needs of the mass affluent. The MattReiner.com site was created from Matt’s passion to help other financial advisors grow in their knowledge of practice management, help them evaluate their technology needs, and inform them on wh...
Interview w/ Daniel Collison w/ Advice2Advisors & Author of Building Bigger & Better Discussing Confident Business Structure
July 21, 2023 13:00 - 28 minutes - 26.5 MBDaniel Collison has over 30 years in the financial services industry. Dan is the co-founder and Managing Partner in the financial education firm Advice2Advisors, which trains, mentors, and coaches financial advisors of all tenures. Dan is a CFP, TEP and taught Personal Financial Management, in the MBA Program at the Schulich School of Business since 1998, and is the author of The Financial Advisor’s Guide to Excellence and Building Bigger & Better: Growth Strategies of Top-Producing Financia...
Interview w/ Daniel Collison w/ Advice2Advisors & Author of Building Bigger & Better: Growth Strategies of Top-Producing Financial Advisors
July 19, 2023 18:51 - 27 minutes - 25.1 MBDaniel Collison has over 30 years in the financial services industry. Dan is the co-founder and Managing Partner in the financial education firm Advice2Advisors, which trains, mentors, and coaches financial advisors of all tenures. Dan is a CFP, TEP and taught Personal Financial Management, in the MBA Program at the Schulich School of Business since 1998, and is the author of The Financial Advisor’s Guide to Excellence and Building Bigger & Better: Growth Strategies of Top-Producing Financia...
Interview with Kerry Morris, CFP® Founder of HonorShield Discussing the National Aging Crisis
July 13, 2023 02:02 - 14 minutes - 27.3 MBKerry Morris, Author of When Retirement Goes Bad, Life Sucks, Certified Financial Educator, and CERTIFIED FINANCIAL PLANNER™ professional. Kerry Morris has been serving families for the past twenty-five years as a financial planner and advisor. He has recently launched HonorShield, LLC., as a way to challenge the current thinking and behavior of consumers and financial advisors preparing for the potential high cost of aging. He has spent several of his twenty-five-year career advising hundr...
Interview with Tim Dern, Retirement Income Certified Professional and Managing Partner with Mana Financial Group Discussing Taxes in Retir
July 12, 2023 15:13 - 25 minutes - 23.8 MBWith decades of experience in the industry as a 65 securities licensed professional, he brings a wealth of expertise to his clients. Unlike traditional broker-dealer models, his fee-based approach puts you first. He leads a private wealth team, offering top-notch asset management services with a focus on retirement strategies. As an RICP (Retirement Income Certified Professional), he is uniquely skilled in creating customized plans that maximize your income during retirement. His impressive ...
Interview with Erin Botsford, CFP® Creator of The Elite Advisor Success System™ Discussing The Proper Order of Business Building
July 12, 2023 03:09 - 27 minutes - 25.2 MBHaving spent 31 years in the financial services business and achieving at the highest levels (Barron’s Top 100 in all categories: Independent, Advisor and Women), Erin sold her business in 2017 in a successful exit – a step most advisors would like to achieve at the end of their careers. Today, she delivers value to advisors and firms all over the country, speaking and teaching advisors how to quickly grow their businesses exponentially. She helps advisors understand and implement growth st...
Interview with Kerry Morris, CFP® Founder of HonorShield Discussing Care for Spouses & Aging Parents
July 09, 2023 18:23 - 29 minutes - 27.2 MBKerry Morris, Author of When Retirement Goes Bad, Life Sucks, Certified Financial Educator, and CERTIFIED FINANCIAL PLANNER™ professional. Kerry Morris has been serving families for the past twenty-five years as a financial planner and advisor. He has recently launched HonorShield, LLC., as a way to challenge the current thinking and behavior of consumers and financial advisors preparing for the potentially high cost of aging. He has spent several of his twenty-five-year career advising hun...
Interview with Erin Botsford, CFP® Creator of The Elite Advisor Success System™ Discussing The Secret to Closing
July 09, 2023 18:12 - 21 minutes - 20.1 MBHaving spent 31 years in the financial services business and achieving at the highest levels (Barron’s Top 100 in all categories: Independent, Advisor, and Women), Erin sold her business in 2017 in a successful exit – a step most advisors would like to achieve at the end of their careers. Today, she delivers value to advisors and firms all over the country, speaking and teaching advisors how to quickly grow their businesses exponentially. She helps advisors understand and implement growth s...
Interview with Tim Dern, Retirement Income Certified Professional, and Managing Partner with Mana Financial Group Discussing Asset Allocat
July 07, 2023 15:35 - 27 minutes - 25 MBWith decades of experience in the industry as a 65 securities licensed professional, he brings a wealth of expertise to his clients. Unlike traditional broker-dealer models, his fee-based approach puts you first. He leads a private wealth team, offering top-notch asset management services focusing on retirement strategies. As an RICP (Retirement Income Certified Professional), he is uniquely skilled in creating customized plans that maximize your income during retirement. His impressive port...
Interview with Miriam Divinsky, Ph.D. Author of “Playing The Game Of Life And Business To Win-the Search For Truth And Enlightenment”
June 29, 2023 16:13 - 27 minutes - 25.4 MBMiriam is a business and personal coach who helps her clients synchronize their inner and outer lives. She helps her clients to synchronize their business, “Outer Game of Success,” with their “Inner Game of Success,” with who they really are. The synchronization of these two games of life allows her clients to live their professional lives with success and fulfillment and their personal lives with fulfillment and joy. Miriam Divinsky has been featured in “Who’s Who National Registry” and “...
Interview with Linda Jensen Principal and Owner of Heart Financial Group Discussing How Taxes Impact Retirement
June 29, 2023 16:04 - 19 minutes - 17.6 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 Dr. Lonnie Herman, creator of the Rapid Health Restoration System Discussing Quantum Energized Medicine
June 29, 2023 15:56 - 26 minutes - 24.5 MBDr. Herman has helped countless people, restore their optimal health, who have suffered from terrible chronic diseases. My passion and life mission is restoring hope to people who were told there was no hope. I fulfill this passion by using a very precise, scientifically based method to uncover the root cause of any disease, and rapidly eradicate that cause through personalized protocols that are uniquely designed for every person. So far, thousands of my patients suffering from debilitatin...
Interview with Dr. Lonnie Herman, creator of the Rapid Health Restoration System Discussing What Causes Chronic Diseases?
June 27, 2023 14:41 - 23 minutes - 21.1 MBDr. Herman has helped countless people, restore their optimal health, who have suffered from terrible chronic disease. My passion and life mission is restoring hope to people who were told there was no hope. I fulfill this passion by using a very precise, scientifically based method to uncover the root cause of any disease, and rapidly eradicate that cause through personalized protocols that are uniquely designed for every person. So far, thousands of my patients suffering from debilitating...
Interview with Ashley Cline, Digital Marketing Consultant Vice President & Co-Founder of Ice Cream Social
June 25, 2023 16:34 - 15 minutes - 14.6 MBAshley Cline is a Digital Marketing Consultant and Freelancing Expert. With more than 15 years of experience in the digital marketing space, she specializes in building strategic marketing plans, mapping strategy execution, and collaborating to optimize tactics that drive increased performance for clients, primarily in the Events & Entertainment space but has extensive experience working with Medical Device/Healthcare and Finance Technology sectors as well. She is also the EVP of Client Stra...
Interview with Elliot Kallen, President of Prosperity Financial Group
June 25, 2023 16:25 - 15 minutes - 14.4 MBElliot H. Kallen is a leader who brings over 30 years of passion and robust entrepreneurial business ownership experience to his elite Financial Planning & Advising practice. He has built international organizations, been the CEO of two other companies before forming Prosperity Financial Group, Inc., and is a frequent keynote speaker to charities, podcasts, and radio shows on motivation, leadership, charitable work, marketing, and various financial subjects. Elliot holds a BA degree in both ...
Interview with Dr. Lonnie Herman, creator of the Rapid Health Restoration System Discussing Water Memory
June 23, 2023 16:57 - 22 minutes - 20.7 MBDr. Herman has helped countless people, restore their optimal health, who have suffered from terrible chronic diseases. My passion and life mission is restoring hope to people who were told there was no hope. I fulfill this passion by using a very precise, scientifically based method to uncover the root cause of any disease, and rapidly eradicate that cause through personalized protocols that are uniquely designed for every person. So far, thousands of my patients suffering from debilitatin...
Interview with Boo, Professional Speaker and Creator of the Evolution of Thinking
June 23, 2023 16:30 - 20 minutes - 18.6 MBChristian Boucousis, widely known as Boo, is a world-renowned professional speaker with a reputation for delivering life-changing insights. With thousands of 5-star Google reviews, Boo is one of the most impactful speakers on individual and organizational performance in today’s high-paced digital economy. He is credited with helping global leaders, including McDonalds, Zurich, Pfizer, Microsoft, Specsavers, and Woolworths, achieve immediate and ongoing performance leaps through his secrets to...
Interview with Tim Dern, Retirement Income Certified Professional & Managing Partner w/Mana Financial Group Discussing Social Security
June 22, 2023 18:38 - 25 minutes - 23.7 MBWith decades of experience in the industry as a 65 securities licensed professional, he brings a wealth of expertise to his clients. Unlike traditional broker dealer models, his fee-based approach puts you first. He leads a private wealth team, offering top-notch asset management services with a focus on retirement strategies. As an RICP (Retirement Income Certified Professional), he is uniquely skilled in creating customized plans that maximize your income during retirement. His impressive ...
Interview with Erin Botsford, CFP® Creator of The Advisor Authority™ Discussing The Elite Mindset
June 22, 2023 18:15 - 21 minutes - 19.8 MBHaving spent 31 years in the financial services business and achieving at the highest levels (Barron’s Top 100 in all categories: Independent, Advisor, and Women), Erin sold her business in 2017 in a successful exit – a step most advisors would like to achieve at the end of their careers. Today, she delivers value to advisors and firms all over the country, speaking and teaching advisors how to quickly grow their businesses exponentially. She helps advisors understand and implement growth s...
Interview with Brent Hines, Co-founder and Chief Development Officer of the Foundation for Financial Wellness
June 21, 2023 09:06 - 24 minutes - 22.8 MBWhat do you do when life’s advantages disappear? Brent Hines knows firsthand the overwhelm and frustration that comes from years of searching for the formula of a high-performing life. In July of 2008, Brent lost everything, and the worst part…it was his fault. His career, his dreams, his identity, and his future disappeared overnight. Today, Brent is an advocate for the financial industry, financial professionals, and especially the clients they serve, Brent is one of the industry’s most pr...
Interview with Dr. Lonnie Herman, creator of the Rapid Health Restoration System
June 21, 2023 08:56 - 24 minutes - 22.7 MBDr. Herman has helped countless people, restore their optimal health, who have suffered from terrible chronic disease. My passion and life mission is restoring hope to people who were told there was no hope. I fulfill this passion by using a very precise, scientifically based method to uncover the root cause of any disease, and rapidly eradicate that cause through personalized protocols that are uniquely designed for every person. So far, thousands of my patients suffering from debilitating...
Interview with Renée Kennedy, President of AAA Life Solutions Discussing a Bold Approach to Business Planning
June 19, 2023 16:18 - 22 minutes - 20.4 MBRenée Kennedy brings over 25 years of industry experience to the table. Our priority is always our clients and their financial stability, which is why we listen to their objectives and design innovative, personalized strategies that meet their unique needs. Our focus is on customizing employee benefits plans for businesses to reduce or eliminate costs, while offering tax savings. We also specialize in life insurance strategies, 401(k) rollovers, and more to help individuals and businesses bui...
Interview with Renée Kennedy, President of AAA Life Solutions Discussing How Taxes Impact Retirement
June 16, 2023 18:04 - 23 minutes - 21.1 MBRenée Kennedy brings over 25 years of industry experience to the table. Our priority is always our clients and their financial stability, which is why we listen to their objectives and design innovative, personalized strategies that meet their unique needs. Our focus is on customizing employee benefits plans for businesses to reduce or eliminate costs, while offering tax savings. We also specialize in life insurance strategies, 401(k) rollovers, and more to help individuals and businesses bui...
Interview with Ft. Worth Financial Professional Guy McCord, MBA Discussing Recruiting & Retaining Key Employees
June 16, 2023 17:30 - 23 minutes - 21.3 MBGuy McCord lives in the Dallas/Ft. Worth area with his lovely wife of 30 years, Patricia, and their son, Andrew, who will soon be a senior in high school. Growing up in Plano, Texas, his grandparents were his heroes. One of his grandfathers served in Germany’s US Army and received a Purple Heart. His other grandfather was a West Texas rancher and worked for 40 years as a rural mail carrier. Guy’s grandmothers were steadfast in their faith. Guy has served in staffing as CMO, logistics, and co...
Interview with Rick Sechler, CFP Founder of USA Retirement Solutions Discussing Managing Healthcare Costs in Retirement
June 16, 2023 17:16 - 19 minutes - 17.7 MBRick Sechler is a Certified Financial Planner who truly appreciates the opportunity to serve clients planning for and enjoying their retirement. Based on over 30 years of experience and the ability to listen for the nuances that make every situation different, he believes in a collaborative process that results in solutions developed by gathering information that integrates personal and financial circumstances and goals. Communication is the most important ingredient to developing a plan tha...
Interview with Renee’ Kennedy, President of AAA Life Solutions Discussing Weathering the Financial Storms of Life
June 15, 2023 21:14 - 21 minutes - 19.4 MBRenée Kennedy brings over 20 years of industry experience to the table. Our priority is always our clients and their financial stability, which is why we listen to their objectives and design innovative, personalized strategies that meet their unique needs. Our focus is on customizing employee benefits plans for businesses to reduce or eliminate costs, while offering tax savings. We also specialize in life insurance strategies, 401(k) rollovers, and more to help individuals and businesses bui...
Interview with Ft. Worth Financial Professional Guy McCord, MBA Discussing the Myths of Life Insurance
June 15, 2023 21:05 - 20 minutes - 18.8 MBGuy McCord lives in the Dallas/Ft. Worth area with his lovely wife of 30 years, Patricia, and their son, Andrew, who will soon be a senior in high school. Growing up in Plano, Texas, his grandparents were his heroes. One of his grandfathers served in Germany US Army and received a Purple Heart. His other grandfather was a West Texas rancher and worked for 40 years as a rural mail carrier. Guy’s grandmothers were steadfast in their faith. Guy has served in staffing as CMO, logistics and comm...
Interview with Dr. Jill Kushner Bishop, Founder of Multilingual Connections
June 15, 2023 20:49 - 17 minutes - 15.7 MBNo matter where in the world Jill is or what she’s doing – she’s always focusing on creating connections across languages and cultures. After studying and teaching internationally, Jill brought her PhD in Linguistic Anthropology to the corporate world, where she worked as a user researcher for Sapient and then oversaw Language, Culture & Diversity Programs for 100+ Chipotle Mexican Grill locations. In 2005, she launched Multilingual Connections to help organizations understand, engage, and g...
Interview with Fernando Angelucci, CEO of Self Storage Syndicated Equities
June 14, 2023 11:23 - 23 minutes - 21.1 MBhttps://businessinnovatorsradio.com/interview-with-fernando-angelucci-ceo-of-self-storage-syndicated-equitiesBy the age of 30, Fernando Angelucci has built a portfolio of over $200,000,000 in self-storage assets across the country within the last 4 years. Fernando diversified his investments between purchasing existing cash-flowing assets, building ground-up, class A, REIT-grade facilities, and utilizing adaptive reuse conversions of big box retail stores into premium self-storage. In additio...
Interview with Linda Jensen, Principal and Owner of Heart Financial Group Discussing the Risks of Retirement
June 09, 2023 16:12 - 21 minutes - 19.8 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...