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 Jack Peregrim, Founder of Fourth Quarter Advisors Discussing Invisible Money
Jack Peregrim is the founder and President of Fourth Quarter Advisors and he has a long career in business and strategy including his 30 years as the founder and owner of PARAGON Development which focused on providing strategic management services to many Fortune 50 global corporations.<br /><br />On his ‘retirement’ he personally recognized the complexity in Social Security options as well as Medicare. And, there is very little support and education available other than that offered by individuals and organization driven by revenue received for selling products and services.<br /><br />Jack and others are trained and committed with Certified Financial Fidu...
Interview with Carlos Lopez, Sr. Advisor with MAH Financial Services Discussing Serving the Underserved
Carlos Lopez believes that financial clarity is a right, not a privilege. Before entering the financial world, Carlos spent eight years as a university professor, a chapter of his life that defined his approach to wealth management: education first.<br /><br />His transition into financial planning was born from a deeply personal mission. After witnessing his own parents lose their security to a predatory advisor, Carlos realized his true calling. He traded the lecture hall for the planning table, dedicating his career to ensuring no other family would have to experience that same sense of vulnerability.<br /><br />Today, Carlos...
Interview with Jack Peregrim Founder of Fourth Quarter Advisors Discussing Medicare Decoded
Jack Peregrim is the founder and President of Fourth Quarter Advisors and he has a long career in business and strategy including his 30 years as the founder and owner of PARAGON Development which focused on providing strategic management services to many Fortune 50 global corporations.<br /><br />On his ‘retirement’ he personally recognized the complexity in Social Security options as well as Medicare. And, there is very little support and education available other than that offered by individuals and organization driven by revenue received for selling products and services.<br /><br />Jack and others are trained and committed with Certified Financial Fidu...
Interview with Jack Peregrim, Founder of Fourth Quarter Advisors Discussing Why Retirement Is Not What You Think
Jack Peregrim is the founder and President of Fourth Quarter Advisors and he has a long career in business and strategy including his 30 years as the founder and owner of PARAGON Development which focused on providing strategic management services to many Fortune 50 global corporations.<br /><br />On his ‘retirement’ he personally recognized the complexity in Social Security options as well as Medicare. And, there is very little support and education available other than that offered by individuals and organization driven by revenue received for selling products and services.<br /><br />Jack and others are trained and committed with Certified Financial Fidu...
Rick Miller, Founder of Miller Wealth Planning Discussing Financial Planning is Risk Management
At Miller Wealth Planning, we provide Doctors, business owners, and other high-net-worth individuals a comprehensive, bullet-proof financial plan. Rick has put together an exceptionally talented and experienced team to show you how to manage the numerous risks high-net-worth professionals face.<br /><br />These risks include: tax risk; market risk; longevity risk (running out of money); inflation risk; long-term care risk; lawsuit risk; and loss of income risk, among others. Your freedom from worry is our objective.<br /><br />Rick’s credentials include: Certificate in Financial Planning; IRMAA Certified Planner; Certified Dementia Practitioner, and Investment Advisor Representative.<br /><br />Rick has Ma...
Rick Miller, Founder of Miller Wealth Planning Discussing Understanding IRMAA
At Miller Wealth Planning, we provide Doctors, business owners, and other high-net-worth individuals a comprehensive, bullet-proof financial plan. Rick has put together an exceptionally talented and experienced team to show you how to manage the numerous risks high-net-worth professionals face.<br /><br />These risks include: tax risk; market risk; longevity risk (running out of money); inflation risk; long-term care risk; lawsuit risk; and loss of income risk, among others. Your freedom from worry is our objective.<br /><br />Rick’s credentials include: Certificate in Financial Planning; IRMAA Certified Planner; Certified Dementia Practitioner, and Investment Advisor Representative.<br /><br />Rick has a...
Rick Miller, Founder of Miller Wealth Planning Discussing Hedging the Long Term Care Risk
At Miller Wealth Planning, we provide Doctors, business owners and other high net worth individuals a comprehensive, bullet-proof financial plan. Rick has put together an exceptionally talented and experienced team to show you how to manage the numerous risks high-net-worth professionals face.<br /><br />These risks include: tax risk; market risk; longevity risk (running out of money); inflation risk; long-term care risk; lawsuit risk; and loss of income risk, among others. Your freedom from worry is our objective.<br /><br />Rick’s credentials include: Certificate in Financial Planning; IRMAA Certified Planner; Certified Dementia Practitioner, and Investment Advisor Representative.<br /><br />Ri...
Interview with David Denning, Co-Founder of Jumpstart Go
David Denning is the co-founder of Jumpstart Go, along with his wife and partner, Elle. They help insurance agents and agencies build a predictable pipeline without buying leads or cold calling. Their strategies focus on practical organic social media marketing, referral partner systems, and simple processes that turn content into conversations and conversations into clients. David and his team have worked with more than 1,000 agents across all lines of insurance, and they lead a Facebook group of more than 36,000 insurance professionals called “Marketing for Insurance Agents”. Their frameworks have helped agents take control of their own marketing & lead generation to scal...
