Interviews with Industry Innovators and Trendsetters sharing proven strategies to help you build a better life right now.
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Interview with Jay Forgione Owner of Summit Retirement Solutions Discussing Retirement Planners vs Traditional Wealth Management Firms
22:42
22:42
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22:42
Founded in 2009, Summit Retirement Solutions is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements. Jay is committed to helping clients work toward their retirement dreams by crafting customized, easy-to-understand financial strategies. Beginning as a Senior Regiona…
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Interview with Jim Phillips, SVP – Managing Director of BRB Wealth Discussing Guaranteed Income
22:32
22:32
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22:32
Jim has over 30 years of investment and wealth management experience. Jim started his career with Merrill Lynch in Richmond, and most recently developed and managed the investment program at CB&T Wealth Management. Jim believes in a personalized approach to get to know his clients and their financial goals, and then develops a strategy to work towa…
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Munur Shah – Rebel Therapies – Mark Stephen Pooler
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23:42
Munur Shah Munur was born in London to immigrant parents and grew up there during the 1970’s and 80’s. From the age of 11 he travelled independently across the city by bus to help his parents in their dry-cleaning business. During his teens, whilst working part-time, he was involved in theatre and film production in various roles from runner, drive…
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Showtime! How Sales and Marketing Mimic Political Theatrics and Religious Storytelling
37:12
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37:12
Welcome to another riveting episode of “Sales Mavericks & Marketing Rebels,” where hosts Nicholas Loise and Marco Salinas dive deep into the art of sales and marketing. In this episode, titled “Showtime! How Sales and Marketing Mimic Political Theatrics and Religious Storytelling,” we explore the fascinating intersections between sales, marketing, …
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Interview with Luke Harrison with Olin & Associates, Discussing Niche Markets
19:58
19:58
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19:58
Luke is a value-added consultant for Medicare, Life Insurance, Annuities, and Ancillary products lines. With a 15-year background in the Senior Healthcare field, Luke has helped thousands of seniors and continues to be a guide today for thousands more. Learn more: https://olininsuranceadvisors.com/ Influential Entrepreneurs with Mike Saunders https…
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Interview with Jim Phillips, SVP – Managing Director of BRB Wealth Discussing Market Risk
18:19
18:19
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18:19
Jim has over 30 years of investment and wealth management experience. Jim started his career with Merrill Lynch in Richmond, and most recently developed and managed the investment program at CB&T Wealth Management. Jim believes in a personalized approach to get to know his clients and their financial goals, and then develops a strategy to work towa…
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Interview with Bill McDowell President of The McDowell Agency Discussing 401K Rollovers
18:59
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18:59
Bill has been in the financial services industry for over 20 years. His goal has been and remains to help his clients achieve their retirement goals, protect and grow their assets. Whether it is to leave a TAX FREE legacy TO THEIR LOVED ONE’S or to provide an income for life FOR THEMSELF AND THEIR SPOUSE. He takes pride in helping achieve your spec…
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Interview with Paul Castner President of C&K Healthcare Advisors Discussing Advice for Financial Professionals to Choose Marketing Mentors
20:12
20:12
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20:12
Paul Castner started out his path in the insurance industry by working at one of the Nation’s Top Medicare carriers. He began in the broker services department, under strong leadership who encouraged him to always pursue learning and trusting his skill set. From there he joined their sales team and had some of the best in class mentors along the wa…
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Interview with Paul Castner President of C & K Healthcare Advisors Discussing Niche Markets
19:37
19:37
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19:37
Paul Castner started out his path in the insurance industry by working at one of the Nation’s Top Medicare carriers. He began in the broker services department, under strong leadership who encouraged him to always pursue learning and trusting his skill set. From there he joined their sales team and had some of the best in class mentors along the wa…
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Interview With Chris Patterson, Retirement Income Strategist Discussing Annuities & Income Planning
22:03
22:03
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22:03
Chris is a CPA/retirement strategist/basketball coach/husband/father! He is been assisting clients with tax and retirement income strategies for over 25 years, He loves what he does and wants to assist as many people as possible. Learn More: https://innovatemyplan.com/ Past performance is not a guarantee of future performance. All strategy recommen…
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Business and Marketing Insights with Nicholas Loise and Marco Salinas: First Episode
32:09
32:09
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32:09
Welcome to the inaugural episode of the Sales Mavericks & Marketing Rebels Podcast, hosted by Nicholas Loise and Marco Salinas! In this kickoff episode, we dive deep into the essence of authenticity in sales and marketing and unveil the immense power of podcasting for business growth. Nicholas Loise, co-host and founder of the Sales Performance Tea…
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Interview with Luke Harrison with Olin & Associates, Discussing Retirement Planning
20:21
20:21
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20:21
Luke is a value-added consultant for Medicare, Life Insurance, Annuities, and Ancillary products lines. With a 15-year background in the Senior Healthcare field, Luke has helped thousands of seniors and continues to be a guide today for thousands more. Learn more: https://olininsuranceadvisors.com/ Influential Entrepreneurs with Mike Saunders https…
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Interview with Jim Phillips, SVP – Managing Director of BRB Wealth Discussing Long Term Care
21:06
21:06
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21:06
Jim has over 30 years of investment and wealth management experience. Jim started his career with Merrill Lynch in Richmond, and most recently developed and managed the investment program at CB&T Wealth Management. Jim believes in a personalized approach to get to know his clients and their financial goals, and then develops a strategy to work towa…
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Interview with Arica Andreatta Owner/Broker Code of the West Real Estate
16:00
16:00
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16:00
Arica was born and raised in Huerfano County and has a deep sense of respect for the land and the way of life in Southern Colorado. Arica graduated from John Mall High School in Walsenburg and then moved to Boulder, where she obtained a BA in Business Management with an emphasis in Real Estate from the University of Colorado. Throughout college, sh…
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Interview with Rexford Cattanach, President of Keats Group Discussing Working with CPAs on Business Succession
19:19
19:19
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19:19
Rexford is president of Keats Group LLC, a comprehensive financial advisory firm. He works with successful families and family businesses to implement effective income planning, tax planning, and asset protection solutions that are administratively practical. He manages our service relationships with specialists for complex tax and estate planning,…
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Interview with Leo Climaco, Business Acceleration Specialist Discussing His Book, Align & Unleash The Way to Your Truth-Frame maps
35:33
35:33
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35:33
Leo is a multi-faceted entrepreneur, podcaster, coach, and mentor with a profound commitment to empowering others. As the founder of Behaviors of NYC LLC and Alpha Force LLC, Leo’s journey began in Brazil, where his humble beginnings instilled in him a relentless drive to succeed. Growing up in New York City, Leo pursued his passion for IT networki…
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Interview with Jennifer Surmacz Founder of Posterity Legal Discussing Relationship Generational Wealth
18:55
18:55
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18:55
Jennifer Surmacz is passionate about helping clients understand the legal intricacies of estate planning. She translates complex legal concepts into easy-to-understand options for each client based on their unique circumstances. Jennifer was born into a military family and lived in several states before settling in Oklahoma. She graduated from Must…
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Interview with David Smart, CEO of Smart Benefit Group Discussing Tax-Free Retirement Solutions
29:18
29:18
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29:18
With over 20 years of experience in financial services, I have focused for the last 12 years on providing retirement planning services. Our approach is guided by the golden rule of treating others as we would like to be treated. We prioritize understanding the needs of our clients before seeking to be understood. Learn More: https://www.smartbenefi…
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Interview with Rexford Cattanach, President of Keats Group Discussing Tax Planning for High Net Worth Clients
22:35
22:35
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22:35
Rexford is president of Keats Group LLC, a comprehensive financial advisory firm. He works with successful families and family businesses to implement effective income planning, tax planning, and asset protection solutions that are administratively practical. He manages our service relationships with specialists for complex tax and estate planning,…
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Interview With Chris Patterson, Retirement Income Strategist Discussing Tax Risk
20:56
20:56
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20:56
Chris is a CPA/retirement strategist/basketball coach/husband/father! He has been assisting clients with tax and retirement income strategies for over 25 years, he loves what he does and wants to assist as many people as possible. Learn More: https://innovatemyplan.com/ Past performance is not a guarantee of future performance. All strategy recomme…
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Interview with Leo Climaco, Business Acceleration Specialist Discussing His Book, Align & Unleash The Way to Your Truth-The Core 4
32:11
32:11
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32:11
Leo is a multi-faceted entrepreneur, podcaster, coach, and mentor with a profound commitment to empowering others. As the founder of Behaviors of NYC LLC and Alpha Force LLC, Leo’s journey began in Brazil, where his humble beginnings instilled in him a relentless drive to succeed. Growing up in New York City, Leo pursued his passion for IT networki…
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Jamal Ahmed – King Of Data Protection – Mark Stephen Pooler
24:56
24:56
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24:56
Jamal Ahmed, dubbed the “King of Data Protection” by the BBC, is a renowned global expert and passionate advocate for data privacy rights. With a pragmatic approach, he helps governments, SMEs and multinational corporations achieve compliance with privacy regulations through easy-to-implement solutions. He is a trusted media commentator and appears…
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Interview with Paul Castner, President of C & K Healthcare Advisors Discussing Life Insurance
22:36
22:36
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22:36
Paul Castner started out his path in the insurance industry by working at one of the Nation’s Top Medicare carriers. He began in the broker services department, under strong leadership who encouraged him to always pursue learning and trusting his skill set. From there he joined their sales team and had some of the best in class mentors along the wa…
…
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Interview with Leo Climaco Business, Acceleration Specialist Discussing His Book, Align & Unleash The Way to Your Truth-Embracing the Code
31:13
31:13
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31:13
Leo is a multi-faceted entrepreneur, podcaster, coach, and mentor with a profound commitment to empowering others. As the founder of Behaviors of NYC LLC and Alpha Force LLC, Leo’s journey began in Brazil, where his humble beginnings instilled in him a relentless drive to succeed. Growing up in New York City, Leo pursued his passion for IT networki…
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Interview with Leo Climaco Business Acceleration Specialist Discussing His Book, Align & Unleash The Way to Your Truth-The Path & Principl
38:05
38:05
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38:05
Leo is a multi-faceted entrepreneur, podcaster, coach, and mentor with a profound commitment to empowering others. As the founder of Behaviors of NYC LLC and Alpha Force LLC, Leo’s journey began in Brazil, where his humble beginnings instilled in him a relentless drive to succeed. Growing up in New York City, Leo pursued his passion for IT networki…
…
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Interview With Chris Patterson, Retirement Income Strategist Discussing Sequence of Returns Risk
19:22
19:22
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19:22
Chris is a CPA/retirement strategist/basketball coach/husband/father! He has been assisting clients with tax and retirement income strategies for over 25 years. He loves what he does and wants to assist as many people as possible. Learn More: https://innovatemyplan.com/ Past performance is not a guarantee of future performance. All strategy recomme…
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Interview with Alfonzo Alexander – Medical Education Specialist
29:55
29:55
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29:55
Alfonzo Alexander aka Fonz is a best-selling author, speaker and serial entrepreneur who has been in business for over 30 years. He founded a successful building service company and was top in sales for 3 years in a row. Alfonzo is passionate about living a healthy, fit and prosperous life so he can bless his family and leave a legacy. For the last…
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Interview with Rexford Cattanach President of Keats Group Discussing Business Succession Planning
27:12
27:12
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27:12
Rexford is president of Keats Group LLC, a comprehensive financial advisory firm. He works with successful families and family businesses to implement effective income planning, tax planning, and asset protection solutions that are administratively practical. He manages our service relationships with specialists for complex tax and estate planning,…
…
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Interview with David Smart CEO of Smart Benefit Group Discussing Ensuring a Lifetime Income
24:32
24:32
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24:32
With over 20 years of experience in financial services, I have focused for the last 12 years on providing retirement planning services. Our approach is guided by the golden rule of treating others as we would like to be treated. We prioritize understanding the needs of our clients before seeking to be understood. Learn More: https://www.smartbenefi…
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Interview with Bill McDowell, President of The McDowell Agency Discussing Roth Conversions
17:44
17:44
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17:44
Bill has been in the financial services industry for over 20 years. His goal has been and remains to help his clients achieve their retirement goals, protect and grow their assets. Whether it is to leave a TAX FREE legacy TO THEIR LOVED ONE’S or to provide an income for life FOR THEMSELF AND THEIR SPOUSE. He takes pride in helping achieve people’s …
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Interview with David Smart, CEO of Smart Benefit Group Discussing Transitioning from Accumulation to Distribution Mindset
25:01
25:01
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25:01
With over 20 years of experience in financial services, I have focused for the last 12 years on providing retirement planning services. Our approach is guided by the golden rule of treating others as we would like to be treated. We prioritize understanding the needs of our clients before seeking to be understood. Learn More: https://www.smartbenefi…
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Interview with Maurice Bailey President of Wealthy Way Financial Discussing How Life Insurance Fits into Retirement
18:52
18:52
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18:52
As the Safe Money Coach, he has been helping individuals, families, and business owners BULLETT Proof their assets through Safe and Tax Efficient Strategies since 2003. He grew up in Massachusetts where he attained two Associate degrees in Business Marketing and Business Management. He currently lives in Montgomery County, Maryland with my two daug…
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Interview with Paul Castner President of C & K Healthcare Advisors Discussing Retirement Planning
22:16
22:16
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22:16
Paul Castner started out his path in the insurance industry by working at one of the Nation’s Top Medicare carriers. He began in the broker services department, under strong leadership who encouraged him to always pursue learning and trusting his skill set. From there he joined their sales team and had some of the best in class mentors along the wa…
…
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Interview with Luke Harrison with Olin & Associates Discussing Life Insurance
21:52
21:52
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21:52
Luke is a value-added consultant for Medicare, Life Insurance, Annuities, and Ancillary products lines. With a 15-year background in the Senior Healthcare field, Luke has helped thousands of seniors and continues to be a guide today for thousands more. Learn more: https://olininsuranceadvisors.com/ Influential Entrepreneurs with Mike Saunders https…
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Interview with Maurice Bailey, President of Wealthy Way Financial Discussing How Taxes Impact Retirement
16:47
16:47
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16:47
As the Safe Money Coach, he has been helping individuals, families, and business owners BULLETT Proof their assets through Safe and Tax Efficient Strategies since 2003. He grew up in Massachusetts where he attained two Associate degrees in Business Marketing and Business Management. Maurice currently lives in Montgomery County, Maryland with my two…
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Interview with Bill McDowell, President of The McDowell Agency Discussing Guaranteed Income
19:29
19:29
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19:29
Bill has been in the financial services industry for over 20 years. His goal has been and remains to help his clients achieve their retirement goals, and protect and grow their assets. Whether it is to leave a TAX FREE legacy TO THEIR LOVED ONE’S or to provide an income for life FOR THEMSELF AND THEIR SPOUSE. They take pride in helping achieve your…
…
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Interview with Maurice Bailey, President of Wealthy Way Financial Discussing Guaranteed Income
18:12
18:12
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18:12
As the Safe Money Coach I have been helping individuals, families, and business owners BULLETT Proof their assets through Safe and Tax Efficient Strategies since 2003. I grew up in Massachusetts where I attained two Associate degrees in Business Marketing and Business Management. I currently live in Montgomery County, Maryland with my two daughters…
…
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Luke is a value-added consultant for Medicare, Life Insurance, Annuities, and Ancillary products lines. With a 15-year background in the Senior Healthcare field, Luke has helped thousands of seniors and continues to be a guide today for thousands more. Learn more: https://olininsuranceadvisors.com/ Influential Entrepreneurs with Mike Saunders https…
…
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Interview with Brian Wilbur Co-Founder of Bingo Reverse Mortgage
25:31
25:31
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25:31
Brian Wilbur is a dedicated marine with a passion for financial education and strategic planning. His professional journey began in the insurance industry, where he honed his skills and expertise. However, it was his discovery of reverse mortgages that truly captivated him. Brian fell in love with the product and its potential to empower clients to…
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Interview with Quantum Courage Expert Marjah Simon and Confidence Transformation Coach JJ Villar
27:41
27:41
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27:41
About The Authors Marjah Simon, Quantum Courage Expert, is a capturer of stories on a mission to bring heart-led wisdom into the world. A veteran of the US Army and Air Force with a background in law, diplomacy, and behavioral science, she now uses her ability to draw out authentic stories to help entrepreneurs become published authors. As the foun…
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Adam Marburger: From Paper Routes to Business Empire
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31:27
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31:27
In this episode Nina Hershberger talks with Adam Marburger, a serial entrepreneur who has built several successful companies including Ascent Dealer Services, Dental Protection Group, and Marburger Coaching and Development. Adam has an impressive background, starting his entrepreneurial journey at just 13 years old with 3 paper routes. He then went…
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Episode #69 – Tips for Saving on Back-to-School Shopping – The 15 Minute Financial Feast Podcast – With Mark Triplett & Troy Westendorf
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5:14
We believe that every dollar has a purpose and a timeline. When and how your retirement assets will be used should be understood before making important financial decisions. The Triplett-Westendorf Purpose and Timeline 5 Step Planning Process (PT5) begins with Discovery. Understanding where you are now, and then defining where you want to go (Your …
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Interview with Paul Castner President of C & K Healthcare Advisors, Discussing Medicare
25:11
25:11
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25:11
Paul Castner started out his path in the insurance industry by working at one of the Nation’s Top Medicare carriers. He began in the broker services department, under strong leadership who encouraged him to always pursue learning and trusting his skill set. From there he joined their sales team and had some of the best in class mentors along the wa…
…
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Interview with Mehran Rad Founder & President of R&AP Financial Discussing Market Loss Protection
19:21
19:21
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19:21
Mehran Rad is an Investment Advisor Representative with a passion in helping retirees, and those approaching retirement, to avoid the common financial mistakes of retirement through comprehensive financial planning. As a Fiduciary, Mehran works diligently with his clients to help them take control of their financial future through education and use…
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Interview with Corey Baker Retirement Specialist with KK&B Financial Services Discussing Using Insurance for Retirement
24:03
24:03
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24:03
Corey is originally from the Chicago area and is a lifelong Cubs and Bears fan. He and his wife Julie have 2 daughters and an incredibly spoiled poodle. As a former minister of one of the fastest-growing churches in Florida, Corey has extensive experience connecting with people and assisting them to become the best versions of themselves in every a…
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Kristen Conti: Decoding the NAR Settlement and Its Implications for Real Estate Buyers and Sellers Nationwide
1:03:23
1:03:23
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1:03:23
Kristen Conti Reveals the Inside Scoop on the NAR Lawsuit and How It Will Impact Real Estate In this episode, Dr. Tamara “Tami” Patzer talks with Kristen Conti, a seasoned real estate broker and owner of Peacock Premier Properties in Englewood, Florida. Kristen has over 31 years of experience navigating the ever-evolving real estate landscape, and …
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Interview with James Edward Durden Jr Owner of Edward Financial Group Discussing How Taxes Impact Retirement?
20:51
20:51
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20:51
James Edward Durden Jr. is the owner of Edward Financial Group and a seasoned financial professional with a strong educational background. He holds a double bachelor’s degree in Finance and Risk Management, equipping him with a comprehensive understanding of financial markets and risk assessment. Known for his high ethical standards and passion for…
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Interview with Corey Baker Discussing Sequence of Returns Risk
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25:13
Corey is originally from the Chicago area and is a lifelong Cubs and Bears fan. He and his wife Julie have 2 daughters and an incredibly spoiled poodle. As a former minister of one of the fastest growing churches in Florida, Corey has extensive experience connecting with people and assisting them to become the best versions of themselves in every a…
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Avadhi Dhruv is an International Bestselling Author, YouTuber, and Business Guru. She helps leaders of family legacy businesses run their companies in a way that fosters healthy family relationships. Avadhi founded the brand, Avadhi.guru™ with the intention of bringing a holistic approach to businesses. She finds fulfillment in helping entrepreneur…
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Episode 32: It’s Lonely At The Top with Tom Reber
1:00:45
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1:00:45
Construction Executives Live Learn from passionate and inspiring business coach, trainer, speaker and champion of the construction industry – Tom Reber – as he discusses the importance of finding a community to learn and grow with. It can be lonely at the top of any business, but 2024 is the year you say yes to that event, coach, business group or …
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