Sybil Ackerman-Munson discusses her over 20 years of experience as a nonprofit professional and foundation advisor. Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-sybil-ackerman-munson-donor-advisor-and-founder-of-do-your-good/ Sybil explained, “With over 20 years of experience…
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Tim Corrigan, Owner of the Health Plan Superstore Interviewed on Influential Entrepreneurs Podcast
Tim Corrigan discusses how his insurance agency specializes in Medicare and Health Insurance Solutions. Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-tim-corrigan-owner-of-the-health-plan-superstore/ Corrigan explained, “The Insurance Health Plan Superstore is an independent…
Read MoreTodd Smith, CFP®, ChFC®, CTM®, CLTCTM President & CEO of Level 5 Financial – Discussing the Family Office Client Experience, Interviewed on Influential Entrepreneurs Podcast
Todd Smith discusses his mission to impact and improve the financial lives of Accounting and CPA firms by maximizing their potential – both personally and professionally. Questions covered in this interview include: What is the…
Read MoreJudy Carlson, Fee-Based Fiduciary Financial Professional – Discussing the Importance of Tax Elimination Strategies Prior to Wealth Distribution, Interviewed on Influential Entrepreneurs Podcast
Judy Carlson discusses why it is so important to understand your “lifetime” tax liability. Questions covered in this interview include: What is one of the most significant risks to the safety of our money, especially…
Read MoreJudy Carlson, Fee-Based Fiduciary Financial Professional – Discussing Investments vs. Insurance for Wealth Accumulation, Interviewed on Influential Entrepreneurs Podcast
Judy Carlson discusses how to use “Safe Money” strategies to protect families financially. Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-judy-carlson-fee-based-fiduciary-financial-professional-discussing-investments-vs-insurance-for-wealth-accumulation/ Judy explained, “It wasn’t until I had been in the financial…
Read MoreTodd Smith, CFP®, ChFC®, CTM®, CLTCTM President & CEO of Level 5 Financial – Discussing How He Serves CPAs With a Family Office Ecosystem, on Business Podcast
Todd Smith discusses his mission to impact and improve the financial lives of others by maximizing their potential – both personally and professionally. Questions covered in this interview include: What is a family office? How…
Read MoreJJ Mazzo, Mortgage Executive and Coach, Accepted into Forbes Coaches Council
Forbes Coaches Council, an invitation-only community for leading business and career coaches has accepted JJ Mazzo into the community.
Read MorePaul Fokken with 401(k) Maneuver Discussing How Employers Can Reduce Risk of 401(k) Lawsuits and Fines
According to Bloomberg Law, “More than 180 lawsuits challenging 401(k) plan fees have been filed in federal courts since 2020. About 20 of these cases have settled so far with settling employers. Some of those…
Read MoreTodd Smith, CFP®, ChFC®, CTM®, CLTCTM President & CEO of Level 5 Financial – Discussing How He Serves CPAs, Interviewed on Influential Entrepreneurs Podcast
Todd Smith discusses his mission to impact and improve the Financial Lives of others by maximizing their potential – both personally and professionally. Questions covered in this interview include: What does a 21st Century accountant…
Read MorePaul Fokken with 401(k) Maneuver Discussing How to Give Employees the Private, Independent 401(k) Advice They Want, Need & Deserve
Paul Fokken discusses how employers have a choice to offer Personalized Professional Account Management (PPAM) to all employees with 401(k) Maneuver. The goal of 401(k) maneuver is to: improve account Performance over time, manage downside…
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