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 Greg DuPont, Founder of Advocate Wealth Solutions Discussing Avoiding Unintended Consequences
Greg DuPont is an estate planning attorney, comprehensive financial advisor, and entrepreneur dedicated to helping families protect what matters most—while making confident, informed decisions about their future.<br /><br />As the founder of DuPont Law Group and a leader behind The Wealth Solutions Network and Advocate Wealth Solutions, Greg works with individuals and families who want more than documents or disconnected financial advice. His work focuses on clarity, protection, and long-term stewardship—helping clients reduce financial loss, avoid unnecessary conflict, and align their wealth with the lives they actually want to live.<br /><br />Greg is known for taking comp...
Interview with Greg DuPont, Founder of Advocate Wealth Solutions Discussing Achieving Peace of Mind in Retirement
Greg DuPont is an estate planning attorney, comprehensive financial advisor, and entrepreneur dedicated to helping families protect what matters most—while making confident, informed decisions about their future.<br /><br />As the founder of DuPont Law Group and a leader behind The Wealth Solutions Network and Advocate Wealth Solutions, Greg works with individuals and families who want more than documents or disconnected financial advice. His work focuses on clarity, protection, and long-term stewardship—helping clients reduce financial loss, avoid unnecessary conflict, and align their wealth with the lives they actually want to live.<br /><br />Greg is known for taking comp...
Interview with Curtis Cottle, Founder of SBC Financial Discussing Taxes in Retirement
Curtis Cottle is a Certified Financial Fiduciary, visionary growth strategist and cofounder of one of Michigan’s fastest-scaling financial services firms. He specializes in retirement planning, estate planning, and strategic tax strategies designed to help families and business owners protect and grow their wealth.<br /><br />At the core of his firm’s approach is a deep emphasis on strategic tax planning as it relates to retirement, helping clients keep more of what they’ve earned and build long-term financial confidence.<br /><br />He’s the creator of the Wealth Wellness Checkup, a planning experience that uncovers hidden financial blind spots an...
Interview with Greg DuPont, Founder of Advocate Wealth Solutions Discussing Coordinating Financial, Tax, and Estate Decisions
Greg DuPont is an estate planning attorney, comprehensive financial advisor, and entrepreneur dedicated to helping families protect what matters most—while making confident, informed decisions about their future.<br /><br />As the founder of DuPont Law Group and a leader behind The Wealth Solutions Network and Advocate Wealth Solutions, Greg works with individuals and families who want more than documents or disconnected financial advice. His work focuses on clarity, protection, and long-term stewardship—helping clients reduce financial loss, avoid unnecessary conflict, and align their wealth with the lives they actually want to live.<br /><br />Greg is known for taking comp...
Interview with Pri Cosentino Founder & Financial Advisor at Fern Prosperity Discussing The New Rules of Money
Priscila “Pri” Cosentino is the Founder and Financial Advisor at Fern Prosperity, an advisory firm dedicated to helping individuals pursue their financial goals through integrated planning strategies and personal development. With over a decade of professional experience in finance, advertising, events, and retail across Brazil and the United States, Pri brings a holistic perspective to financial planning and personal growth.<br /><br />Pri was mentored for more than ten years by an experienced financial advisor, during which time she developed the WISE Method™—a planning framework based on Wisdom, Insight, Strategy, and Enjoyment. This approach is designed to help clients consider...
Interview with Patrick Cotter, Founder of Cotter Financial Group Discussing Navigating Uncertainty in Retirement
Cotter Financial Group, LLC. is a community-based concierge-level retirement planning firm helping pre-retirees and retirees in the most critical phase of retirement known as the Retirement Red Zone. 10 years before and after retirement. They are a lifestyle-based planning firm. They do incorporate the numbers aspect while helping families and individuals plan for maximum enjoyment in retirement, while keeping in mind your values, relationships, and, more importantly, how people wish to spend their precious time. So whether they are in retirement, on the verge of or just starting to prepare, they will help get you ready for what matters most and...
Interview with Patrick Cotter, Founder of Cotter Financial Group Discussing Emotional Well-being in Retirement
Cotter Financial Group, LLC. is a community-based concierge-level retirement planning firm helping pre-retirees and retirees in the most critical phase of retirement known as the Retirement Red Zone. 10 years before and after retirement. They are a lifestyle-based planning firm. They do incorporate the numbers aspect while helping families and individuals plan for maximum enjoyment in retirement, while keeping in mind your values, relationships, and, more importantly, how people wish to spend their precious time. So whether they are in retirement, on the verge of or just starting to prepare, they will help get you ready for what matters most and...
Interview with Patrick Cotter, Founder of Cotter Financial Group Discussing Proactive Retirement Planning
Cotter Financial Group, LLC. is a community-based concierge-level retirement planning firm helping pre-retirees and retirees in the most critical phase of retirement known as the Retirement Red Zone. 10 years before and after retirement. They are a lifestyle-based planning firm. They do incorporate the numbers aspect while helping families and individuals plan for maximum enjoyment in retirement, while keeping in mind your values, relationships, and more importantly, how people wish to spend their precious time. So whether they are in retirement, on the verge of or just starting to prepare, they will help get people ready for what matters most and...
