Influential Entrepreneurs with Mike Saunders, MBA

Mike Saunders, MBA

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Interview with Ron Roberts Founder and CEO of Roberts Retirement Group Discussing Social Security Planning for Retirement

Interview with Ron Roberts Founder and CEO of Roberts Retirement Group Discussing Social Security Planning for Retirement

Ron was born in Burbank California and grew up in the Mojave Desert. Being the first of six children born to deaf parents, he learned responsibility at an early age. His commitment to family and faith is unwavering. It’s the essence of who he is and the foundation of his business success. Living for a higher purpose and caring for others has always been Ron’s focus.After high school, he joined the United States Coast Guard where he learned about hard work, discipline, and duty. He enjoyed serving his country and helping to keep people safe. He grew in experience through training, education, and travel. He developed a love for the sea and enjoys boating and sailing with friends and family.After completing his time with the Coast Guard, Ron served on a mission for the deaf in Chicago for his church. While there, he formed the first deaf scout troop in Chicago for the Boy Scouts of America. Returning from Chicago, Ron attended college in Stockton, California where he met his wife, Julie. They were married in the spring of 1984. In 1991, Ron and Julie moved to Amador County where they enjoyed raising their four daughters in a close knit community. Ron’s hobbies include reading, boating, sports, and traveling with his family. Ron also volunteered at a private school where he taught history and American Sign Language. Family, faith, and community are the most important things that define Ron.Ron’s chosen vocation as a Retirement Planning Professional allows him to use his experience, his gifts, and his love for family to help people in a very special way. Ron has been in the retirement planning industry since 1990. Founded in 2002, Roberts Retirement has grown over the years to serve families in northern California and around the country.Ron has served as President of the California Estate Planning Counsel and continues to mentor other retirement planning professionals all across the United States. He is constantly educating himself on the most up-to-date investment strategies and changes in the financial industry. Ron is recognized as a leader in the industry, is a sought-after speaker, and has been featured in Senior Market Advisor MagazineLearn more: https://www.robertsretirement.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-ron-roberts-founder-and-ceo-of-roberts-retirement-group-discussing-social-security-planning-for-retirement

Episodes

Interview with Ron Roberts Founder and CEO of Roberts Retirement Group Discussing Social Security Planning for Retirement

Interview with Ron Roberts Founder and CEO of Roberts Retirement Group Discussing Social Security Planning for Retirement

Ron was born in Burbank California and grew up in the Mojave Desert. Being the first of six children born to deaf parents, he learned responsibility at an early age. His commitment to family and faith is unwavering. It’s the essence of who he is and the foundation of his business success. Living for a higher purpose and caring for others has always been Ron’s focus.After high school, he joined the United States Coast Guard where he learned about hard work, discipline, and duty. He enjoyed serving his country and helping to keep people safe. He grew in experience through training, education, and travel. He developed a love for the sea and enjoys boating and sailing with friends and family.After completing his time with the Coast Guard, Ron served on a mission for the deaf in Chicago for his church. While there, he formed the first deaf scout troop in Chicago for the Boy Scouts of America. Returning from Chicago, Ron attended college in Stockton, California where he met his wife, Julie. They were married in the spring of 1984. In 1991, Ron and Julie moved to Amador County where they enjoyed raising their four daughters in a close knit community. Ron’s hobbies include reading, boating, sports, and traveling with his family. Ron also volunteered at a private school where he taught history and American Sign Language. Family, faith, and community are the most important things that define Ron.Ron’s chosen vocation as a Retirement Planning Professional allows him to use his experience, his gifts, and his love for family to help people in a very special way. Ron has been in the retirement planning industry since 1990. Founded in 2002, Roberts Retirement has grown over the years to serve families in northern California and around the country.Ron has served as President of the California Estate Planning Counsel and continues to mentor other retirement planning professionals all across the United States. He is constantly educating himself on the most up-to-date investment strategies and changes in the financial industry. Ron is recognized as a leader in the industry, is a sought-after speaker, and has been featured in Senior Market Advisor MagazineLearn more: https://www.robertsretirement.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-ron-roberts-founder-and-ceo-of-roberts-retirement-group-discussing-social-security-planning-for-retirement

Interview with Ron Roberts Founder and CEO of Roberts Retirement Group Discussing Longevity Planning for Retirement

Interview with Ron Roberts Founder and CEO of Roberts Retirement Group Discussing Longevity Planning for Retirement

Ron was born in Burbank California and grew up in the Mojave Desert. Being the first of six children born to deaf parents, he learned responsibility at an early age. His commitment to family and faith is unwavering. It’s the essence of who he is and the foundation of his business success. Living for a higher purpose and caring for others has always been Ron’s focus.After high school, he joined the United States Coast Guard where he learned about hard work, discipline, and duty. He enjoyed serving his country and helping to keep people safe. He grew in experience through training, education, and travel. He developed a love for the sea and enjoys boating and sailing with friends and family.After completing his time with the Coast Guard, Ron served on a mission for the deaf in Chicago for his church. While there, he formed the first deaf scout troop in Chicago for the Boy Scouts of America. Returning from Chicago, Ron attended college in Stockton, California where he met his wife, Julie. They were married in the spring of 1984. In 1991, Ron and Julie moved to Amador County where they enjoyed raising their four daughters in a close knit community. Ron’s hobbies include reading, boating, sports, and traveling with his family. Ron also volunteered at a private school where he taught history and American Sign Language. Family, faith, and community are the most important things that define Ron.Ron’s chosen vocation as a Retirement Planning Professional allows him to use his experience, his gifts, and his love for family to help people in a very special way. Ron has been in the retirement planning industry since 1990. Founded in 2002, Roberts Retirement has grown over the years to serve families in northern California and around the country.Ron has served as President of the California Estate Planning Counsel and continues to mentor other retirement planning professionals all across the United States. He is constantly educating himself on the most up-to-date investment strategies and changes in the financial industry. Ron is recognized as a leader in the industry, is a sought-after speaker, and has been featured in Senior Market Advisor MagazineLearn more: https://www.robertsretirement.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-ron-roberts-founder-and-ceo-of-roberts-retirement-group-discussing-longevity-planning-for-retirement

Interview with Brad Baldridge Founder of Taming the High Cost of College

Interview with Brad Baldridge Founder of Taming the High Cost of College

Brad Baldridge is one of the nation’s leading college financial experts. He teaches families the best ways to plan, save and pay for college so they can make their children’s college dreams come true without wiping out their finances or their retirement.For over 20 years, he has shared his expertise and insights through his private practice, as a blogger and host of the Taming the High Cost of College Podcast, and as a presenter at numerous workshops and seminars.Learn More: https://tamingthehighcostofcollege.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-brad-baldridge-founder-of-taming-the-high-cost-of-college

Interview with Falko Krismayr Author of The 9 Stages of Network Marketing Mastery

Interview with Falko Krismayr Author of The 9 Stages of Network Marketing Mastery

Falko Krismayr is a retired Austrian Ski Jumper who has trained numerous World Championship and Olympic-winning athletes. His coaching focuses on success strategies, nutrition, motivation, and personal responsibility. Whether as a junior trainer, a teacher at a Montessori school, a coach in high-performance sports, or a leader in his Network Marketing organization, his goal has always been to build systems, serve as a role model, and inspire others to “fly.”In 2015, after his professional ski jumping career, Falko transitioned into self-employment, pursuing his vision of a free, self-determined life. He built a Network Marketing business that has since grown into a successful organization with thousands of distributors and customers. Inspired by Tony Robbins, he and his wife developed The 9 Stages of Network Marketing Mastery, a framework designed to give back to the industry and the wider community, helping others build successful businesses, achieve generational wealth, and experience lasting success.Learn More: https://networkmarketing-mastery.comInfluential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-falko-krismayr-author-of-the-9-stages-of-network-marketing-mastery

Interview with Steven Michael England,President of Capstone Retirement, Discussing Estate Planning for Retirement

Interview with Steven Michael England,President of Capstone Retirement, Discussing Estate Planning for Retirement

Financial advisor and Retirement Planner since 1982, Best Selling Author of “The Wealth Lifestyle”, honored with numerous industry awards and honors of achievement. I value close business relationships with clients and treat them the way I would want to be treated.Learn more: http://www.thewealthlifestyle.com/This podcast is for informational purposes only and should not be considered legal, health, investment, tax, profession advice. We are not responsible for any losses, damages, or liabilities that may arise from the use of this podcast. This podcast is not intended to replace professional investment, tax, or legal advice. The views expressed in this podcast may not be the views of the host or the management.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-steven-michael-englandpresident-of-capstone-retirement-discussing-estate-planning-for-retirement

Interview with Danny Favreau with One Less Worry Discussing Teacher 403(b) plans

Interview with Danny Favreau with One Less Worry Discussing Teacher 403(b) plans

Danny Favreau is a knowledgeable, detail-oriented leader with nearly 17 years of experience in the dynamic financial industry. As the owner of One Less Worry, Danny has become a trusted authority in pension and retirement planning, providing Federal and State employees with tailored guidance to achieve “Retirement by Design.” His success stems from his strategic approach to business development, his dedication to building strong client relationships, and his clear, practical communication style.Danny’s career spans a range of challenging roles, from field underwriter to account executive, financial advisor, and now business owner. Each position has refined his financial expertise and deepened his industry insights. With a National Social Security Advisor certification, Danny is equipped to address Social Security-related needs, including optimization strategies to maximize benefits.Throughout his career, Danny has demonstrated a commitment to professional growth, expanding his financial acumen through continuous education and leadership roles within top-tier organizations. His clients and colleagues alike value his integrity, his attention to detail, and his ability to consistently deliver exceptional results.Learn More: https://www.onelessworry.co/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-danny-favreau-with-one-less-worry-discussing-teacher-403b-plans

Pete Tychsen, President and Founder of Preservation Financial Group Discussing Time Bucketing in Retirement

Pete Tychsen, President and Founder of Preservation Financial Group Discussing Time Bucketing in Retirement

Pete Tychsen is the President and founder of Preservation Financial Group in Tallahassee.Pete has been helping local residents plan their retirement since 1996 and focuses on the areas of IRA/401(k) distribution, tax strategies, asset protection, and income planning. Pete’s approach has helped his clients:• Avoid needless taxation on IRAs/ retirement accounts• Protect their principal and create a secure retirement income• Avoid unnecessary risks with their retirement assets• Use Retirement Plans to build a lasting legacy for children and grandchildrenPete regularly conducts seminars on a variety of financial topics to groups including Executives, Educators, Government and State employees – as well as to the general public. Pete is author of Retire Worry-Free: Your Guide to A Simpler, Safer Retirement.Pete is an FSU Alumni and lives in the Tallahassee area with his wife LeAnne and their five children, Andrew, Anna, Arden, Christopher, and Sarah. When not working to help secure the financial future of retirees, Pete enjoys involvement at his church, fishing, hunting, and spending time with his family.Investment advisory services are offered through Gibbs Wealth Management, LLC (Preservation Financial Group), a SEC Registered Investment Advisor. Insurance products and services are offered through Preservation Financial Group. Gibbs Wealth Management, LLC (DBA Preservation Financial Group) and Preservation Financial Group, are unaffiliated companies.Learn more: https://www.PFG12.com or https://www.preservationfinancialgroup.comThis interview includes opinions and insights that do not guarantee any specific investment outcomes. Past performance is not indicative of future results. All investing involves risk, including potential loss of principal. The IAR in this interview may benefit from certain products or services discussed. Please consider this potential conflict when evaluating any statements. This interview is for informational purposes only and does not constitute an offer to sell or a solicitation to buy any securities. Gibbs Wealth Management is an SEC-registered investment adviser. Please consult a financial professional for personalized advice.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/pete-tychsen-president-and-founder-of-preservation-financial-group-discussing-time-bucketing-in-retirement

Interview with Danny Favreau Founder of One Less Worry Discussing Taxes in Retirement

Interview with Danny Favreau Founder of One Less Worry Discussing Taxes in Retirement

Danny Favreau is a knowledgeable, detail-oriented leader with nearly 17 years of experience in the dynamic financial industry. As the owner of One Less Worry, Danny has become a trusted authority in pension and retirement planning, providing Federal and State employees with tailored guidance to achieve “Retirement by Design.” His success stems from his strategic approach to business development, his dedication to building strong client relationships, and his clear, practical communication style.Danny’s career spans a range of challenging roles, from field underwriter to account executive, financial advisor, and now business owner. Each position has refined his financial expertise and deepened his industry insights. With a National Social Security Advisor certification, Danny is equipped to address Social Security-related needs, including optimization strategies to maximize benefits.Throughout his career, Danny has demonstrated a commitment to professional growth, expanding his financial acumen through continuous education and leadership roles within top-tier organizations. His clients and colleagues alike value his integrity, his attention to detail, and his ability to consistently deliver exceptional results.Learn More: https://www.onelessworry.co/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-danny-favreau-founder-of-one-less-worry-discussing-taxes-in-retirement

Interview with Steven Michael England, President of Capstone Retirement, Discussing Tax-Free Retirement Solutions

Interview with Steven Michael England, President of Capstone Retirement, Discussing Tax-Free Retirement Solutions

Financial advisor and Retirement Planner since 1982, Best Selling Author of “The Wealth Lifestyle”, honored with numerous industry awards and honors of achievement. I value close business relationships with clients and treat them the way I would want to be treated.Learn more: http://www.thewealthlifestyle.com/This podcast is for informational purposes only and should not be considered legal, health, investment, tax, profession advice. We are not responsible for any losses, damages, or liabilities that may arise from the use of this podcast. This podcast is not intended to replace professional investment, tax, or legal advice. The views expressed in this podcast may not be the views of the host or the management.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-steven-michael-england-president-of-capstone-retirement-discussing-tax-free-retirement-solutions

Pete Tychsen, President and Founder of Preservation Financial Group Discussing Having a Retirement Income Plan in Writing

Pete Tychsen, President and Founder of Preservation Financial Group Discussing Having a Retirement Income Plan in Writing

Pete Tychsen is the President and founder of Preservation Financial Group in Tallahassee.Pete has been helping local residents plan their retirement since 1996 and focuses on the areas of IRA/401(k) distribution, tax strategies, asset protection, and income planning. Pete’s approach has helped his clients:• Avoid needless taxation on IRAs/ retirement accounts• Protect their principal and create a secure retirement income• Avoid unnecessary risks with their retirement assets• Use Retirement Plans to build a lasting legacy for children and grandchildrenPete regularly conducts seminars on a variety of financial topics to groups including Executives, Educators, Government and State employees – as well as to the general public. Pete is author of Retire Worry-Free: Your Guide to A Simpler, Safer Retirement.Pete is an FSU Alumni and lives in the Tallahassee area with his wife LeAnne and their five children, Andrew, Anna, Arden, Christopher, and Sarah. When not working to help secure the financial future of retirees, Pete enjoys involvement at his church, fishing, hunting, and spending time with his family.Investment advisory services are offered through Gibbs Wealth Management, LLC (Preservation Financial Group), a SEC Registered Investment Advisor. Insurance products and services are offered through Preservation Financial Group. Gibbs Wealth Management, LLC (DBA Preservation Financial Group) and Preservation Financial Group, are unaffiliated companies.Learn more: https://www.PFG12.com or https://www.preservationfinancialgroup.comThis interview includes opinions and insights that do not guarantee any specific investment outcomes. Past performance is not indicative of future results. All investing involves risk, including potential loss of principal. The IAR in this interview may benefit from certain products or services discussed. Please consider this potential conflict when evaluating any statements. This interview is for informational purposes only and does not constitute an offer to sell or a solicitation to buy any securities. Gibbs Wealth Management is an SEC-registered investment adviser. Please consult a financial professional for personalized advice.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/pete-tychsen-president-and-founder-of-preservation-financial-group-discussing-having-a-retirement-income-plan-in-writing

Interview with Danny Favreau with One Less Worry Discussing Social Security Claiming Options

Interview with Danny Favreau with One Less Worry Discussing Social Security Claiming Options

Danny Favreau is a knowledgeable, detail-oriented leader with nearly 17 years of experience in the dynamic financial industry. As the owner of One Less Worry, Danny has become a trusted authority in pension and retirement planning, providing Federal and State employees with tailored guidance to achieve “Retirement by Design.” His success stems from his strategic approach to business development, his dedication to building strong client relationships, and his clear, practical communication style.Danny’s career spans a range of challenging roles, from field underwriter to account executive, financial advisor, and now business owner. Each position has refined his financial expertise and deepened his industry insights. With a National Social Security Advisor certification, Danny is equipped to address Social Security-related needs, including optimization strategies to maximize benefits.Throughout his career, Danny has demonstrated a commitment to professional growth, expanding his financial acumen through continuous education and leadership roles within top-tier organizations. His clients and colleagues alike value his integrity, his attention to detail, and his ability to consistently deliver exceptional results.Learn More: https://www.onelessworry.co/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-danny-favreau-with-one-less-worry-discussing-social-security-claiming-options

Interview with Chi Odogwu, Founder of The Bulletproof Entrepreneur™

Interview with Chi Odogwu, Founder of The Bulletproof Entrepreneur™

Chi Odogwu is the founder of The Bulletproof Entrepreneur™, where he helps companies drive growth through AI integration and practical business strategies. A former consultant at PwC and Renaissance Capital, Chi brings over 15 years of finance and management experience to his work with business leaders. He’s a regular contributor to WSJ, Success Magazine, CNET and Forbes, specializing in AI operations, business growth, and wealth building. When he’s not helping clients leverage AI to boost revenue, Chi creates animated stories that make business lessons more engaging.Learn more: https://bulletproofentrepreneur.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-chi-odogwu-founder-of-the-bulletproof-entrepreneur

Interview with Danny Favreau with One Less Worry Discussing Estate Planning in Uncertain Times

Interview with Danny Favreau with One Less Worry Discussing Estate Planning in Uncertain Times

Danny Favreau is a knowledgeable, detail-oriented leader with nearly 17 years of experience in the dynamic financial industry. As the owner of One Less Worry, Danny has become a trusted authority in pension and retirement planning, providing Federal and State employees with tailored guidance to achieve “Retirement by Design.” His success stems from his strategic approach to business development, his dedication to building strong client relationships, and his clear, practical communication style.Danny’s career spans a range of challenging roles, from field underwriter to account executive, financial advisor, and now business owner. Each position has refined his financial expertise and deepened his industry insights. With a National Social Security Advisor certification, Danny is equipped to address Social Security-related needs, including optimization strategies to maximize benefits.Throughout his career, Danny has demonstrated a commitment to professional growth, expanding his financial acumen through continuous education and leadership roles within top-tier organizations. His clients and colleagues alike value his integrity, his attention to detail, and his ability to consistently deliver exceptional results.Learn More: https://www.onelessworry.co/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-danny-favreau-with-one-less-worry-discussing-estate-planning-in-uncertain-times

Pete Tychsen, President and Founder of Preservation Financial Group Discussing a Balanced Retirement Strategy

Pete Tychsen, President and Founder of Preservation Financial Group Discussing a Balanced Retirement Strategy

Pete Tychsen is the President and founder of Preservation Financial Group in Tallahassee.Pete has been helping local residents plan their retirement since 1996 and focuses on the areas of IRA/401(k) distribution, tax strategies, asset protection, and income planning. Pete’s approach has helped his clients:• Avoid needless taxation on IRAs/ retirement accounts• Protect their principal and create a secure retirement income• Avoid unnecessary risks with their retirement assets• Use Retirement Plans to build a lasting legacy for children and grandchildrenPete regularly conducts seminars on a variety of financial topics to groups including Executives, Educators, Government and State employees – as well as to the general public. Pete is the author of Retire Worry-Free: Your Guide to A Simpler, Safer Retirement.Pete is an FSU Alumni and lives in the Tallahassee area with his wife LeAnne and their five children, Andrew, Anna, Arden, Christopher, and Sarah. When not working to help secure the financial future of retirees, Pete enjoys involvement at his church, fishing, hunting, and spending time with his family.Investment advisory services are offered through Gibbs Wealth Management, LLC (Preservation Financial Group), a SEC Registered Investment Advisor. Insurance products and services are offered through Preservation Financial Group. Gibbs Wealth Management, LLC (DBA Preservation Financial Group) and Preservation Financial Group, are unaffiliated companies.Learn more: https://www.PFG12.com or https://www.preservationfinancialgroup.comThis interview includes opinions and insights that do not guarantee any specific investment outcomes. Past performance is not indicative of future results. All investing involves risk, including potential loss of principal. The IAR in this interview may benefit from certain products or services discussed. Please consider this potential conflict when evaluating any statements. This interview is for informational purposes only and does not constitute an offer to sell or a solicitation to buy any securities. Gibbs Wealth Management is an SEC-registered investment adviser. Please consult a financial professional for personalized advice.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/pete-tychsen-president-and-founder-of-preservation-financial-group-discussing-a-balanced-retirement-strategy

Interview with Steven Michael England, President of Capstone Retirement, Discussing Retirement Income Plan to Last a Lifetime

Interview with Steven Michael England, President of Capstone Retirement, Discussing Retirement Income Plan to Last a Lifetime

Financial advisor and Retirement Planner since 1982, Best Selling Author of “The Wealth Lifestyle”, honored with numerous industry awards and honors of achievement. I value close business relationships with clients and treat them the way I would want to be treated.Learn more: http://www.thewealthlifestyle.com/This podcast is for informational purposes only and should not be considered legal, health, investment, tax, profession advice. We are not responsible for any losses, damages, or liabilities that may arise from the use of this podcast. This podcast is not intended to replace professional investment, tax, or legal advice. The views expressed in this podcast may not be the views of the host or the management.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-steven-michael-england-president-of-capstone-retirement-discussing-retirement-income-plan-to-last-a-lifetime

Interview with Danny Favreau with One Less Worry Discussing Taxes

Interview with Danny Favreau with One Less Worry Discussing Taxes

Danny Favreau is a knowledgeable, detail-oriented leader with nearly 17 years of experience in the dynamic financial industry. As the owner of One Less Worry, Danny has become a trusted authority in pension and retirement planning, providing Federal and State employees with tailored guidance to achieve “Retirement by Design.” His success stems from his strategic approach to business development, his dedication to building strong client relationships, and his clear, practical communication style.Danny’s career spans a range of challenging roles, from field underwriter to account executive, financial advisor, and now business owner. Each position has refined his financial expertise and deepened his industry insights. With a National Social Security Advisor certification, Danny is equipped to address Social Security-related needs, including optimization strategies to maximize benefits.Throughout his career, Danny has demonstrated a commitment to professional growth, expanding his financial acumen through continuous education and leadership roles within top-tier organizations. His clients and colleagues alike value his integrity, his attention to detail, and his ability to consistently deliver exceptional results.Learn More: https://www.onelessworry.co/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-danny-favreau-with-one-less-worry-discussing-taxes

Interview with Steven Michael England, President of Capstone Estate Planning, Discussing Fees & Fiduciary Relationship

Interview with Steven Michael England, President of Capstone Estate Planning, Discussing Fees & Fiduciary Relationship

Financial advisor and Retirement Planner since 1982, Best Selling Author of “The Wealth Lifestyle”, honored with numerous industry awards and honors of achievement. I value close business relationships with clients and treat them the way I would want to be treated.Learn more: http://www.thewealthlifestyle.com/This podcast is for informational purposes only and should not be considered legal, health, investment, tax, profession advice. We are not responsible for any losses, damages, or liabilities that may arise from the use of this podcast. This podcast is not intended to replace professional investment, tax, or legal advice. The views expressed in this podcast may not be the views of the host or the management.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-steven-michael-england-president-of-capstone-estate-planning-discussing-fees-fiduciary-relationship

Interview with Steven Michael England,President of Capstone Estate Planning, Discussing Risk and Volatility in Retirement

Interview with Steven Michael England,President of Capstone Estate Planning, Discussing Risk and Volatility in Retirement

Financial advisor and Retirement Planner since 1982, Best Selling Author of “The Wealth Lifestyle”, honored with numerous industry awards and honors of achievement. I value close business relationships with clients and treat them the way I would want to be treated.Learn more: http://www.thewealthlifestyle.com/This podcast is for informational purposes only and should not be considered legal, health, investment, tax, profession advice. We are not responsible for any losses, damages, or liabilities that may arise from the use of this podcast. This podcast is not intended to replace professional investment, tax, or legal advice. The views expressed in this podcast may not be the views of the host or the managementInfluential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-steven-michael-englandpresident-of-capstone-estate-planning-discussing-risk-and-volatility-in-retirement

Interview with Steven Michael England, President of Capstone Estate Planning Discussing Navigating Retirement

Interview with Steven Michael England, President of Capstone Estate Planning Discussing Navigating Retirement

Financial advisor and Retirement Planner since 1982, Best Selling Author of “The Wealth Lifestyle”, honored with numerous industry awards and honors of achievement. I value close business relationships with clients and treat them the way I would want to be treated.Learn more: http://www.thewealthlifestyle.com/This podcast is for informational purposes only and should not be considered legal, health, investment, tax, profession advice. We are not responsible for any losses, damages, or liabilities that may arise from the use of this podcast. This podcast is not intended to replace professional investment, tax, or legal advice. The views expressed in this podcast may not be the views of the host or the management.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-steven-michael-england-president-of-capstone-estate-planning-discussing-navigating-retirement

Interview With Melissa George Founder & CEO of InvestHER Fiduciary Solutions-Building Wealth That Lasts

Interview With Melissa George Founder & CEO of InvestHER Fiduciary Solutions-Building Wealth That Lasts

Melissa George is a seasoned financial expert, renowned for her mastery in financial planning, insurance, and investment strategies, specifically tailored for small business proprietors. With nearly thirty years of proven excellence in the field, Melissa has refined her ability to craft comprehensive plans that perfectly align with her client’s aspirations and objectives.As a trusted advisor, Melissa prioritizes protecting her client’s financial well-being. Notably, she is the first woman of color to achieve the prestigious CERTIFIED FINANCIAL FIDUCIARY® designation, operating under the utmost standards of integrity, confidentiality, and diligence. At the helm of InvestHER Fiduciary Solutions for the past 18 years, Melissa has guided her clients to financial prosperity, enabling them to RETIRE WITH CONFIDENCE.Melissa’s academic background includes a BBA from Georgia State University, complemented by a series of professional accreditations including ACCREDITED INVESTMENT FIDUCIARY®, CERTIFIED FUND SPECIALIST®, and FINRA® Arbitrator. Additionally, she is a Goldman Sachs One Million Black Women Business Scholar.Beyond her professional achievements, Melissa is deeply engaged in various professional and community organizations, including AAAFA (Association of African American Financial Advisors), NAWOSB (National Association of Women-Owned Small Businesses), WEOP (Women’s Entrepreneurial Opportunity Project), United Way VIP Alumni Association, Girls Inc of Greater Atlanta Board, and Delta Sigma Theta Sorority, IncLearn More: https://www.investherfiduciarysolutions.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-melissa-george-founder-ceo-of-investher-fiduciary-solutions-building-wealth-that-lasts