Influential Entrepreneurs with Mike Saunders, MBA
Interviews with Elite Business Leaders & Experts sharing tips and strategies for elevating your business to the next level.
9
Interview with James Kroshus President of Treasure Valley Retirement Shield Discussing Long Term Care & Estate Planning
James has devoted his life to assisting, clients, friends, and family by protecting their assets through insurance and estate planning. James has been in the world of finance and insurance since 1979. As James matured right along with his clients, James became painfully aware of the need that comes at the other end of rainbow, when remaining assets are passed to the next generation. His focus expanded beyond just protection and accumulation to the distribution of wealth after the passing of loved one. With over 45 years of experience James has nearly seen it all.<br /><br />Learn More: tvrshield@gmail.com...
Interview with James Kroshus President of Treasure Valley Retirement Shield Discussing Achieving Financial Peace of Mind
James has devoted his life to assisting clients, friends, and family by protecting their assets through insurance and estate planning. James has been in the world of finance and insurance since 1979. As James matured right along with his clients, James became painfully aware of the need that comes at the other end of rainbow, when remaining assets are passed to the next generation. His focus expanded beyond just protection and accumulation to the distribution of wealth after the passing of loved one. With over 45 years of experience James has nearly seen it all.<br /><br />Learn More: tvrshield@gmail.com...
Jeffrey Condren, CFP®, Senior Vice President & Wealth Advisor with Mesirow Wealth Management
Jeffrey Condren, CFP® is a Senior Vice President and Wealth Advisor in Mesirow Wealth Management. With two decades of experience in the financial industry, Jeff has solidified his reputation as a seasoned expert in wealth management and financial planning.<br /><br />Jeff joined Mesirow in 2015 and has since provided invaluable guidance to a diverse clientele, helping them navigate various economic landscapes and market fluctuations<br /><br />Jeff was named to the 2024 Best-in-State Top Next-Gen Wealth Advisors ranking by Forbes. He is the Immediate Past President of the Ravinia Associates Board and recently served as a member of the Executive Board o...
Interview with Jared Hatch, Founder of TruSolace and Spa Accelerator
Jared Hatch is a serial entrepreneur, med spa innovator, and founder of TruSolace and Spa Accelerator. Known for blending high-performance business strategy with deep personal transformation, Jared has scaled clinics to multi-seven figures, coached providers nationwide, and built systems that turn overwhelmed practices into thriving, profitable centers of healing. A father, storyteller, and former action-sports creator, he brings a rare mix of grit, spirituality, and business mastery to every conversation.<br /><br />Learn more: http://www.trusolacemedspa.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-jared-hatch-founder-of-trusolace-and-spa-accelerator
Interview with Curtis Cottle, Founder of SBC Financial Discussing Market Risk & the Sequence of Returns Trap
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 Curtis Cottle, Founder of SBC Financial Discussing Taxes Eating Up IRAs and 401(k)s
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 Curtis Cottle, Founder of SBC Financial Discussing Social Security Timing & Strategy
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 Edwin Mays with MaysGroup Advisors Discussing Longevity Risk
Edwin Mays is a Chartered Retirement Planning Counselor-CRPC™ – Maysgroup Advisors is an independent financial services firm, specializing in helping individuals and families prepare for, plan, and live in retirement. Their approach focuses on tailored retirement planning strategies and insurance solutions to provide our clients with guaranteed lifetime income, asset protection, and achieve tax efficiencies in support of a holistic approach to their finances.<br /><br />With over 30 years in the financial services industry—including leadership roles at firms like Thomson Reuters, Merrill Lynch, Smith Barney, and Transamerica—Edwin Mays brings deep institutional experience and unmatched insight to every client engagement. As a Cha...
Interview with Edwin Mays with MaysGroup Advisors Discussing Sequence of Returns Risk
Edwin Mays is a Chartered Retirement Planning Counselor-CRPC™ - MaysGroup Advisors is an independent financial services firm, specializing in helping individuals and families prepare for, plan, and live in retirement. Their approach focuses on tailored retirement planning strategies and insurance solutions to provide our clients with guaranteed lifetime income, asset protection, and achieve tax efficiencies in support of a holistic approach to their finances. <br /><br />With over 30 years in the financial services industry—including leadership roles at firms like Thomson Reuters, Merrill Lynch, Smith Barney, and Transamerica—Edwin Mays brings deep institutional experience and unmatched insight to every client engage...
