Episodes

  • Interview with Scott Leonardi Founder of Complete Solutions Discussing Good Retirement Plans

    Interview with Scott Leonardi Founder of Complete Solutions Discussing Good Retirement Plans
    Jun 5 2025
    Scott Leonardi began serving families in 1995 as a licensed Life & Health insurance agent. In 1998, he founded Complete Solutions, a holistic planning firm dedicated to helping individuals and business owners protect their future. As a Certified Financial Fiduciary® and member of the National Association of Certified Financial Fiduciaries, Scott is committed to putting his clients’ best interests first.

    A passionate advocate for financial education, Scott co-authored *Don’t Go Broke in a Nursing Home* to help people avoid costly mistakes that threaten their life’s work. His mission is to align insurance coverage with each client’s unique needs and lifestyle.

    Outside of work, Scott enjoys time with his wife, five children, one granddaughter, and three Dobermans—and continues to campaign for that family boat.

    Learn More: https://www.completesolutions.insure/



    Influential Entrepreneurs with Mike Saunders
    https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

    Source: https://businessinnovatorsradio.com/interview-with-scott-leonardi-founder-of-complete-solutions-discussing-good-retirement-plans
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    24 mins
  • Interview with Merriah Harkins Chief Sales Officer with Lukrom – investment opportunities designed for accredited investors

    Interview with Merriah Harkins Chief Sales Officer with Lukrom – investment opportunities designed for accredited investors
    Jun 5 2025
    Merriah joined Lukrom in January 2025 as Chief Sales Officer, bringing over two decades of experience in alternative investments and capital raising. She leads Lukrom’s sales strategy, focusing on investment professionals and their investors to drive long-term growth. Merriah’s leadership in alternative investments and sales strategy makes her an integral part of Lukrom’s mission to expand investor access to high-quality opportunities.

    FINRA Licenses: Series 7, 24, and 63

    Learn more: https://www.lukrom.com/ – https://www.linkedin.com/in/merriah-harkins-1080294/

    Influential Entrepreneurs with Mike Saunders
    https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

    Source: https://businessinnovatorsradio.com/interview-with-merriah-harkins-chief-sales-officer-with-lukrom-investment-opportunities-designed-for-accredited-investors
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    22 mins
  • Interview with Sorina Tanase, Senior Housing Specialist & Real Estate Investor Advocate

    Interview with Sorina Tanase, Senior Housing Specialist & Real Estate Investor Advocate
    Jun 5 2025
    Interested in high-growth investment opportunities in real estate and senior care?

    As a real estate professional and owner of established assisted living facilities, Sorina Tanase offers a rare, inside perspective on two of the most resilient and rewarding industries. Whether you’re looking to expand your real estate portfolio or explore the business potential of residential senior care, Sorina provides strategic insight backed by hands-on operational experience. Connect today to learn how you can invest in purpose-driven, profitable ventures with long-term impact.

    Learn more: http://tanasegroup.com/

    Influential Entrepreneurs with Mike Saunders
    https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

    Source: https://businessinnovatorsradio.com/interview-with-sorina-tanase-senior-housing-specialist-real-estate-investor-advocate
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    22 mins
  • Interview with Ira Koyner Founder of Triathlon Partners, Discussing Investment Diversification

    Interview with Ira Koyner Founder of Triathlon Partners, Discussing Investment Diversification
    Jun 3 2025
    Ira Koyner’s successful thirty-year career as an accomplished financial services professional has been driven by sound risk management, effective communication, and a commitment to education.

    Ira Koyner is a devoted husband and father, he knows providing for your family is more than a responsibility, it is a priority. The cost of day to day expenses, paying for several college educations, funding retirement and providing lifetime financial support for his son with special needs are his priorities. He is grateful to have them. These priorities are not a burden, but rather a part of a rich and prolific life. Financial goals envelop more than responsibilities. They are the journey and destination, fueled by hard work, perseverance and success. Creating a financial plan that protects your family and secures your financial future doesn’t have to be overwhelming. As your dedicated financial advisor, he is committed to fostering a transparent client-advisor relationship. He is proud that his firm is independent, and not tied to a massive conglomerate’s products, platform and rigidity. His clients have the access to over thirty life and annuity companies, several structured note and alternative investment platforms and dozens of issuers. Triathlon Partners is located in Weston CT, in the heart of Fairfield County CT.

    Learn more: http://www.triathlonpartners.com/



    TRIATHLON PARTNERS LLC, is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.

    Investment Advisory Services are offered through TRIATHLON PARTNERS LLC, a registered investment adviser. Insurance products and services are offered and sold through individually licensed and appointed agents in all appropriate jurisdictions.

    Influential Entrepreneurs with Mike Saunders
    https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

    Source: https://businessinnovatorsradio.com/interview-with-ira-koyner-founder-of-triathlon-partners-discussing-investment-diversification
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    22 mins
  • Interview with Ira Koyner Founder of Triathlon Partners

    Interview with Ira Koyner Founder of Triathlon Partners
    Jun 3 2025
    Ira Koyner’s successful thirty-year career as an accomplished financial services professional has been driven by sound risk management, effective communication, and a commitment to education.

    Ira Koyner is a devoted husband and father, he knows providing for your family is more than a responsibility, it is a priority. The cost of day to day expenses, paying for several college educations, funding retirement and providing lifetime financial support for his son with special needs are his priorities. He is grateful to have them. These priorities are not a burden, but rather a part of a rich and prolific life. Financial goals envelop more than responsibilities. They are the journey and destination, fueled by hard work, perseverance and success. Creating a financial plan that protects your family and secures your financial future doesn’t have to be overwhelming. As your dedicated financial advisor, he is committed to fostering a transparent client-advisor relationship. He is proud that his firm is independent, and not tied to a massive conglomerate’s products, platform, and rigidity. His clients have access to over thirty life and annuity companies, several structured note and alternative investment platforms and dozens of issuers. Triathlon Partners is located in Weston CT, in the heart of Fairfield County CT.

    Learn more: http://www.triathlonpartners.com/

    TRIATHLON PARTNERS LLC, is a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and, unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance. Investment Advisory Services are offered through TRIATHLON PARTNERS LLC, a registered investment adviser. Insurance products and services are offered and sold through individually licensed and appointed agents in all appropriate jurisdictions.

    Influential Entrepreneurs with Mike Saunders
    https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

    Source: https://businessinnovatorsradio.com/interview-with-ira-koyner-founder-of-triathlon-partners
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    17 mins
  • Interview with Hal Stinespring the Spiritual Cowboy & Creator of The Path of the Grateful Warrior

    Interview with Hal Stinespring the Spiritual Cowboy & Creator of The Path of the Grateful Warrior
    May 30 2025
    Hal Stinespring is a seasoned Real Estate Attorney and Investor with a passion for empowering others to reclaim their lives. Diagnosed with Cardiac Sarcoidosis, Hal has transformed personal challenges into a mission to inspire and guide those navigating inflammatory diseases. Through a groundbreaking course, Hal helps individuals redefine their identity, blending resilience, purpose, gratitude and practical strategies for living fully despite chronic illness. With a unique perspective shaped by professional expertise and personal triumph, Hal is dedicated to building communities of strength and transformation.

    The Path of the Grateful Warrior is a course to guide you through this shift in identity and transformation.

    Influential Entrepreneurs with Mike Saunders
    https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

    Source: https://businessinnovatorsradio.com/interview-with-hal-stinespring-the-spiritual-cowboy-creator-of-the-path-of-the-grateful-warrior
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    27 mins
  • Interview with Coach Chuck Barnard, The Champion’s Mindset Mentor

    Interview with Coach Chuck Barnard, The Champion’s Mindset Mentor
    May 27 2025
    Coach Chuck Barnard is an author, speaker, champion’s mindset mentor, and a father of four who has been in the education industry for over 30 years. Chuck has a master’s degree in special education, is certified in Advanced Behavioral Modeling, and is a Master NLP, Time-Line Therapy® and Hypnotherapy Practitioner. He has been a skier for 56 years, has walked across burning coals with Tony Robbins on three different occasions and loves traveling. Chuck has been a baseball player or coach for 50 years. Chuck’s greatest passion is to see teenagers become champions not only on the athletic field and in the classroom, but most importantly in life.

    Learn More: https://coachchuck360.com/

    Influential Entrepreneurs with Mike Saunders
    https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

    Source: https://businessinnovatorsradio.com/interview-with-coach-chuck-barnard-the-champions-mindset-mentor
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    32 mins
  • Interview with Chris Smith Founder of PSBLTY

    Interview with Chris Smith Founder of PSBLTY
    May 22 2025
    Chris’ story begins in Arizona, where his family was among the first to settle the wild and beautiful land. He grew up a cowboy, surrounded by storytellers, where he learned a fundamental truth: words create worlds.

    His journey to wealth management wasn’t planned. As a top-producing commercial real estate broker, Chris outperformed seasoned veterans not because he knew the most about properties, but because he understood people. When a friend insisted he’d excel in financial services, Chris initially resisted. But upon entering the industry, he immediately saw what others missed—advisors weren’t struggling because they lacked knowledge. They were struggling because they lacked leadership.

    This insight was personal. Having witnessed how wealth dissolves across generations, including in his own family—Chris recognized the devastating consequences beyond financial loss. The statistics are stark: 90% of generational wealth disappears by the third generation, leaving broken families in its wake. That’s why this isn’t just business for Chris—it’s legacy work. After transforming one wealth management firm’s approach from technical expertise to authentic leadership, the results were undeniable—in just two years, they were bringing in as many assets monthly as they had previously achieved annually. Chris recognized a profound opportunity: financial advisors, with their intimate connection to families and wealth, could create a generational impact far beyond investment returns.

    Learn more: https://www.psblty.com/

    Influential Entrepreneurs with Mike Saunders
    https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

    Source: https://businessinnovatorsradio.com/interview-with-chris-smith-founder-of-psblty
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    24 mins
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