Interviews with Industry Innovators and Trendsetters sharing proven strategies to help you build a better life right now.
Date | Title & Description | Contributors |
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2024-09-07 |
Interview with Paul Castner, President of C & K Healthcare Advisors Discussing Life Insurance 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... |
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2024-09-07 | Leo is a multi-faceted entrepreneur, podcaster, coach, and mentor with a profound commitment to empowering others. As the founder of Behaviors of NYC LLC and Alpha Force LLC, Leo’s journey began in Brazil, where his humble beginnings instilled in him a... |
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2024-09-07 | Leo is a multi-faceted entrepreneur, podcaster, coach, and mentor with a profound commitment to empowering others. As the founder of Behaviors of NYC LLC and Alpha Force LLC, Leo’s journey began in Brazil, where his humble beginnings instilled in him a... |
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2024-09-07 |
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 25 years. He loves what he does and wants to assist as many people as possible.Learn More: https://inn... |
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2024-09-07 |
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 successful building service company and was top in sales for 3 years in a row. Alfonzo is passionate about liv... |
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2024-09-07 |
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 implement effective income planning, tax planning, and asset protection solutions that are administratively pra... |
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2024-09-07 |
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 is guided by the golden rule of treating others as we would like to be treated. We prioritize understan... |
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2024-09-07 |
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, protect and grow their assets. Whether it is to leave a TAX FREE legacy TO THEIR LOVED ONE’S or to pro... |
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2024-09-05 | 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 understan... |
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2024-09-05 | 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 Mar... |
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