Influential Entrepreneurs with Mike Saunders, MBA
Interviews with Elite Business Leaders & Experts sharing tips and strategies for elevating your business to the next level.
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Interview with Ben Green Co-Founder of Ready2Retire & Author of Retire Rich in the New Economy
A native of Columbia, SC, Ben is Co-Founder of Ready2Retire™, the leading retirement planning firm for people who want to retire with confidence. Ben greatly appreciates customer service and client satisfaction, honed from over 20 years of experience, and is recognized nationwide as a top retirement, insurance, Medicare, and Social Security planner.<br /><br />He has over 2,000 clients and has educated over 10,000 people. Ben is also President and COO of Insurance Advantage, an employee benefits agency he co-founded 13 years ago. Ben has previously served as COO of a human resources staffing firm and as Vice President of Asia and Europe fo...
Interview with Terry Wheeler Founder & CEO of WE Alliance Wealth Advisors Discussing The Retirement Income Blind Spot
WE Alliance Wealth Advisors if founded on the belief that an integrated Family Office style approach to wealth planning is the best way to protect and maximize the wealth client families work so hard to accumulate. Combine powerful proactive tax strategies, a powerful system of investing called Defined Outcome Investing, and a Family Centered approach to estate planning to deliver uncommon results while reducing risk for each client family. Founder Terry Wheeler’s book “Laugh When the Market Crashes” is a must read book outlining this investment approach.<br /><br />The firm and its founder traces its roots back over 35 years...
Interview with Terry Wheeler Founder & CEO of WE Alliance Wealth Advisors Discussing The Estate Planning Blind Spot
WE Alliance Wealth Advisors if founded on the belief that an integrated Family Office style approach to wealth planning is the best way to protect and maximize the wealth client families work so hard to accumulate. Combine powerful proactive tax strategies, a powerful system of investing called Defined Outcome Investing, and a Family Centered approach to estate planning to deliver uncommon results while reducing risk for each client family. Founder Terry Wheeler’s book “Laugh When the Market Crashes” is a must read book outlining this investment approach.<br /><br />The firm and its founder traces its roots back over 35 years...
Interview with Terry Wheeler Founder & CEO of WE Alliance Wealth Advisors Discussing The Tax Blind Spot
WE Alliance Wealth Advisors if founded on the belief that an integrated Family Office style approach to wealth planning is the best way to protect and maximize the wealth client families work so hard to accumulate. Combine powerful proactive tax strategies, a powerful system of investing called Defined Outcome Investing, and a Family Centered approach to estate planning to deliver uncommon results while reducing risk for each client family. Founder Terry Wheeler’s book “Laugh When the Market Crashes” is a must read book outlining this investment approach.<br /><br />The firm and its founder traces its roots back over 35 years...
Interview with Terry Wheeler Founder & CEO of WE Alliance Wealth Advisors Discussing The Investment Blind Spot
WE Alliance Wealth Advisors if founded on the belief that an integrated Family Office style approach to wealth planning is the best way to protect and maximize the wealth client families work so hard to accumulate. Combine powerful proactive tax strategies, a powerful system of investing called Defined Outcome Investing, and a Family Centered approach to estate planning to deliver uncommon results while reducing risk for each client family. Founder Terry Wheeler’s book “Laugh When the Market Crashes” is a must read book outlining this investment approach.<br /><br />The firm and its founder traces its roots back over 35 years...
Interview with Steve Phillips Managing Partner of CCG CPAs
Steven Phillips, CPA, is a financial professional with a background in public accounting and extensive experience in tax planning, retirement strategies. He works with individuals, families, and business owners to develop coordinated financial strategies focused on tax efficiency, sustainable retirement income, and long-term wealth preservation. Steven is known for combining his accounting expertise with practical financial experience to help clients make informed decisions and build greater financial confidence.<br /><br />Lear More: https://www.ccgcpas.com/<br /><br />Influential Entrepreneurs with Mike Saunders<br />https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/<br /><br />Source: https://businessinnovatorsradio.com/interview-with-steve-phillips-managing-partner-of-ccg-cpas
Interview with Shelby Green Retirement Expert with Retirement Heroes Discussing Bond Replacements and Volatility Buffer
Retirement Heroes specializes in helping retirees and those nearing retirement secure their financial future with confidence. Whether it’s ensuring a reliable income stream, protecting assets, or planning for healthcare costs, we take a personalized approach to understanding what matters most to each client. Our mission is to provide the guidance and strategies needed so they can enjoy their golden years without financial stress.<br /><br />Financial security in retirement isn’t just about numbers—it’s about peace of mind. I’m here to help retirees make informed decisions so they can enjoy life on their terms, without the fear of ou...
Interview with Shelby Green Retirement Expert with Retirement Heroes Discussing Bond Replacements and Volatility Buffer
Retirement Heroes specializes in helping retirees and those nearing retirement secure their financial future with confidence. Whether it’s ensuring a reliable income stream, protecting assets, or planning for healthcare costs, we take a personalized approach to understanding what matters most to each client. Our mission is to provide the guidance and strategies needed so they can enjoy their golden years without financial stress.<br /><br />Financial security in retirement isn’t just about numbers—it’s about peace of mind. I’m here to help retirees make informed decisions so they can enjoy life on their terms, without the fear of ou...
Interview with Shelby Green Retirement Expert with Retirement Heroes Discussing Achieving Financial Clarity and Peace of Mind
Retirement Heroes specializes in helping retirees and those nearing retirement secure their financial future with confidence. Whether it’s ensuring a reliable income stream, protecting assets, or planning for healthcare costs, we take a personalized approach to understanding what matters most to each client. Our mission is to provide the guidance and strategies needed so they can enjoy their golden years without financial stress.<br /><br />Financial security in retirement isn’t just about numbers—it’s about peace of mind. I’m here to help retirees make informed decisions so they can enjoy life on their terms, without the fear of ou...
