Podcast Episodes
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Interview with Scott Leonardi Founder of Complete Solutions Discussing Home Healthcare
Scott Leonardi began serving families in 1995 as a licensed Life & Health insurance agent. In 1998, he founded Complete Solutions, a holistic plannin…
1 year ago
Interview with Ira Koyner Founder of Triathlon Partners Discussing Long – Term Tax-Efficient Investing
Ira Koyner’s successful thirty-year career as an accomplished financial services professional has been driven by sound risk management, effective com…
1 year ago
Interview with Lee Morris, Vice President of Underwriting of Life & Annuity Brokerage with Gallagher, Inc
Lee Morris is Vice President of Underwriting, Life & Annuity Brokerage who rejoined the Gallagher Life & Executive Benefits consulting team in Januar…
1 year ago
Interview with Dave Barr Founder of Barr Asset Management Discussing Achieving Peace of Mind in Retirement
Born and raised in Fort Wayne, Indiana, Dave Barr moved to Washington State in his late 20s and is the Founder/CEO of Barr Asset Management. Dave sta…
1 year ago
Interview with Victoria Bracha, Founder & Professional Chocolatier
Elevating chocolates with unparalleled expertise, ensuring exquisite flavors, flawless textures, and irresistible appeal that captivates every palate…
1 year ago
Interview with Terry Register- CEO of Capsur Tax and Estate Planning- Tax Mitigation Strategies for Business Owners
As President of Capsur Tax and Estate Planning, Terry Register leads with a clear and focused mission: to help business owners, high-income professio…
1 year ago
Interview with Scott Leonardi Founder of Complete Solutions Discussing Guaranteed Income
Scott Leonardi began serving families in 1995 as a licensed Life & Health insurance agent. In 1998, he founded Complete Solutions, a holistic plannin…
1 year ago
The Inspired Impact Podcast with Judy Carlson-Interview with Sydney Mauck, Anschutz Military Collections Specialist, History Colorado
Sydney Mauck serves as the Anschutz Military Collections Specialist at History Colorado, where she is dedicated to preserving and sharing the stories…
1 year ago
Interview with Terry Register- CEO of Capsur Tax and Estate Planning-Mastering Tax Strategies for Retirement
As President of Capsur Tax and Estate Planning, Terry Register leads with a clear and focused mission: to help business owners, high-income professio…
1 year ago
Interview with Dave Barr, Founder of Barr Asset Management, Discussing Transitioning from Accumulation to Income Generation
45 years in business. Working with clients aged 55-75, approaching & in retirement. Retirement plans & Medicare coverages.
Learn more: http://www.reti…
1 year ago