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Interview with Leo Climaco Business Acceleration Specialist Discussing His Book, Align & Unleash The Way to Your Truth-The Path & Principl
Leo is a multi-faceted entrepreneur, podcaster, coach, and mentor with a profound commitment to empowering others. As the founder of Behaviors of NYC…
1 year, 7 months ago
Interview With Chris Patterson, Retirement Income Strategist Discussing Sequence of Returns Risk
Chris is a CPA/retirement strategist/basketball coach/husband/father!
He has been assisting clients with tax and retirement income strategies for over…
1 year, 7 months ago
Interview with Alfonzo Alexander – Medical Education Specialist
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 success…
1 year, 7 months ago
Interview with Rexford Cattanach President of Keats Group Discussing Business Succession Planning
Rexford is president of Keats Group LLC, a comprehensive financial advisory firm. He works with successful families and family businesses to implemen…
1 year, 7 months ago
Interview with David Smart CEO of Smart Benefit Group Discussing Ensuring a Lifetime Income
With over 20 years of experience in financial services, I have focused for the last 12 years on providing retirement planning services. Our approach …
1 year, 7 months ago
Interview with Bill McDowell, President of The McDowell Agency Discussing Roth Conversions
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,…
1 year, 7 months ago
Interview with David Smart, CEO of Smart Benefit Group Discussing Transitioning from Accumulation to Distribution Mindset
With over 20 years of experience in financial services, I have focused for the last 12 years on providing retirement planning services. Our approach …
1 year, 7 months ago
Interview with Maurice Bailey President of Wealthy Way Financial Discussing How Life Insurance Fits into Retirement
As the Safe Money Coach, he has been helping individuals, families, and business owners BULLETT Proof their assets through Safe and Tax Efficient Str…
1 year, 7 months ago
Interview with Paul Castner President of C & K Healthcare Advisors Discussing Retirement Planning
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 …
1 year, 7 months ago
Interview with Luke Harrison with Olin & Associates Discussing Life Insurance
Luke is a value-added consultant for Medicare, Life Insurance, Annuities, and Ancillary products lines.
With a 15-year background in the Senior Health…
1 year, 7 months ago