Podcast Episodes

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Interview with James Lavorgna, Founder of Spencer Advisory Services Discussing Tax Mitigation Strategies for Business Owners
Interview with James Lavorgna, Founder of Spencer Advisory Services Discussing Tax Mitigation Strategies for Business Owners

Mr. Lavorgna started in the insurance business in 1976 and has been in the financial services industry for 45 years. He earned his Certified Financia…

2 years, 2 months ago

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EP #58 -Tax Changes You Need to Know Before Filing in 2024 – The 15 Minute Financial Feast Podcast-With Mark Triplett & Troy Westendorf
EP #58 -Tax Changes You Need to Know Before Filing in 2024 – The 15 Minute Financial Feast Podcast-With Mark Triplett & Troy Westendorf

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 import…

2 years, 2 months ago

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Interview with Renee’ Kennedy President of AAA Life Solutions Discussing The “Black Swans” of Life
Interview with Renee’ Kennedy President of AAA Life Solutions Discussing The “Black Swans” of Life

Renée Kennedy brings over 25 years of industry experience to the table. Their priority is always our clients and their financial stability, which is …

2 years, 2 months ago

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Interview with James Lavorgna Founder of Spencer Advisory Services Discussing His Virtual Family Office & Team-Based Model
Interview with James Lavorgna Founder of Spencer Advisory Services Discussing His Virtual Family Office & Team-Based Model

Mr. Lavorgna started in the insurance business in 1976 and has been in the financial services industry for 45 years. He earned his Certified Financia…

2 years, 2 months ago

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Catherine Cabrera of Inner Strength Counseling on Empowering Women to Find Personal Freedom
Catherine Cabrera of Inner Strength Counseling on Empowering Women to Find Personal Freedom

In this episode, Luana Ribeira interviews the founder of Inner Strength Counseling, Catherine Cabrera

Catherine is the owner, founder, and mental heal…

2 years, 2 months ago

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Jack Turk: Explore The Possibilities Of Using AI Tools Like Chat GPT For Brainstorming Ideas And Generating Creative Copy
Jack Turk: Explore The Possibilities Of Using AI Tools Like Chat GPT For Brainstorming Ideas And Generating Creative Copy

In this episode, Nina Hershberger interviews Jack Turk, a fast-writing copywriter with decades of experience and expertise in the field.

Jack shares h…

2 years, 2 months ago

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Interview with Ryan Quante, Founder of Care Income Advisors Discussing Serving Financial Advisors, Attorneys & Care Communities
Interview with Ryan Quante, Founder of Care Income Advisors Discussing Serving Financial Advisors, Attorneys & Care Communities

Ryan is a Certified Long Term-Care Insurance specialist and has helped clients, agents, & attorneys find viable solutions to their LTC needs. For the…

2 years, 2 months ago

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Interview with Stuart Grazier, Co-Founder of Storehouse Mastermind
Interview with Stuart Grazier, Co-Founder of Storehouse Mastermind

Stuart Grazier is a retired Navy pilot who served 20 years in the military. During a 14-month deployment to Iraq in 2008/2009, Stuart had the opportu…

2 years, 2 months ago

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Dr. Corey Hicks – Speaker – Mark Stephen Pooler
Dr. Corey Hicks – Speaker – Mark Stephen Pooler

Dr. Corey Hicks is a Speaker, Author, and a 20+ year Pharmaceutical Professional. As a former All-American Decathlon athlete turned biotech Regional …

2 years, 2 months ago

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Interview with Liz Presson, Founder of Pursuit
Interview with Liz Presson, Founder of Pursuit

Liz is the founder of Pursuit, a consultancy firm transforming healthcare organizations into digital leaders by helping them to better engage with pa…

2 years, 2 months ago

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