• Interview with David Smart, CEO of Smart Benefit Group Discussing Transitioning from Accumulation to Distribution Mindset
    Sep 5 2024
    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.smartbenefitgroupllc.com/

    The following concepts have been simplified; however, each individual has a distinct situation and should, therefore, consult a tax preparer about how the concepts will impact their tax outcome.

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

    Source: https://businessinnovatorsradio.com/interview-with-david-smart-ceo-of-smart-benefit-group-discussing-transitioning-from-accumulation-to-distribution-mindset
    Show more Show less
    25 mins
  • Interview with Maurice Bailey President of Wealthy Way Financial Discussing How Life Insurance Fits into Retirement
    Sep 5 2024
    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 daughters ages 11 and 17. He currently specializes in Optimal Income Strategies, that assures his clients pay less in income taxes while providing a Guaranteed Income streams for Life. His Social Security Income Strategies provide a way for my clients to clearly envision their Retirement from the first to their last day. He is a Certified Financial Educator (CFED) and a member of the National Ethics Association as well as the National Association of Insurance and Financial Advisors (NAIFA).

    Learn More: https://wealthywayfinancial.com/

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

    Source: https://businessinnovatorsradio.com/interview-with-maurice-bailey-president-of-wealthy-way-financial-discussing-how-life-insurance-fits-into-retirement
    Show more Show less
    19 mins
  • Interview with Paul Castner President of C & K Healthcare Advisors Discussing Retirement Planning
    Sep 5 2024
    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 way who not only strengthened his knowledge of the insurance products but also the importance it was to the population it served. C & K Healthcare Advisors was developed by Paul Castner and Mike Killmeyer based out of Pittsburgh Pennsylvania, with the concept of giving back to the generations that have came before them. What started out as an agency that only serviced Pennsylvania, Ohio, and West Virginia rapidly grew to now servicing the entire United States. Our agents live and work in your communities and we strive to be the face of comfort and trust. Our pledge to you is that we will always do our best to inform you of the options that fit your needs, lifestyle, and budget, while working ethically and doing what is morally right.

    Discover the peace of mind that comes with Paul Castner and his team of licensed consultants expert guidance—because you’ve earned a retirement that’s as fulfilling as it is secure. Call them today or visit their website at https://www.ckhealthcareadvisors.com/

    C & K Healthcare Advisors, LLC and their agents are licensed and certified representatives of a Medicare Advantage (HMO, PPO and PFFS) organization and a stand-alone prescription drug plan with a Medicare contract.

    C & K Healthcare Advisors and their agents are not affiliated with the United States Government or the Federal Medicare Program. Enrollment in any plan depends on contract renewal. Medicare is available to some individuals under the age of 65 in limited circumstances. Plans and products may not be available in all areas. Certain exclusions and limitations may apply. We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. Please contact Medicare.gov or 1–800 MEDICARE to get information on all of your options.

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

    Source: https://businessinnovatorsradio.com/interview-with-paul-castner-president-of-c-k-healthcare-advisors-discussing-retirement-planning
    Show more Show less
    22 mins
  • Interview with Luke Harrison with Olin & Associates Discussing Life Insurance
    Sep 5 2024
    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://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

    Source: https://businessinnovatorsradio.com/interview-with-luke-harrison-with-olin-associates-discussing-life-insurance
    Show more Show less
    22 mins
  • Interview with Maurice Bailey, President of Wealthy Way Financial Discussing How Taxes Impact Retirement
    Sep 3 2024
    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 daughters ages 11 and 17. He currently specializes in Optimal Income Strategies, which assures his clients pay less in income taxes while providing Guaranteed Income streams for Life. His Social Security Income Strategies provide a way for my clients to clearly envision their Retirement from the first to their last day. He is a Certified Financial Educator (CFED) and a member of the National Ethics Association as well as the National Association of Insurance and Financial Advisors (NAIFA).

    Learn More: https://wealthywayfinancial.com/


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

    Source: https://businessinnovatorsradio.com/interview-with-maurice-bailey-president-of-wealthy-way-financial-discussing-how-taxes-impact-retirement
    Show more Show less
    17 mins
  • Interview with Bill McDowell, President of The McDowell Agency Discussing Guaranteed Income
    Aug 29 2024
    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 specific outcome.

    He is licensed in approximately 20 states and has protected over 250 Million Dollars in Assets. Unlike the bigger agencies, they can provide a more personal level of attention and care. He looks forward to seeing you.

    Learn More: https://www.mcdowell-agency.com/

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

    Source: https://businessinnovatorsradio.com/interview-with-bill-mcdowell-president-of-the-mcdowell-agency-discussing-guaranteed-income
    Show more Show less
    19 mins
  • Interview with Maurice Bailey, President of Wealthy Way Financial Discussing Guaranteed Income
    Aug 29 2024
    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 ages 11 and 17. I currently specialize in Optimal Income Strategies, that assures my clients pay less in income taxes while providing a Guaranteed Income streams for Life. My Social Security Income Strategies provide a way for my clients to clearly envision their Retirement from the first to their last day. I am a Certified Financial Educator (CFED) and a member of the National Ethics Association as well as the National Association of Insurance and Financial Advisors (NAIFA).

    Learn More: https://wealthywayfinancial.com/

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

    Source: https://businessinnovatorsradio.com/interview-with-maurice-bailey-president-of-wealthy-way-financial-discussing-guaranteed-income
    Show more Show less
    18 mins
  • Interview with Luke Harrison
    Aug 29 2024
    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://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

    Source: https://businessinnovatorsradio.com/interview-with-luke-harrisonhttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
    Show more Show less
    22 mins