Paul Castner started out his path in the insurance industry by working at one of the Nation’s Top Medicare carriers. He began in the broker services department, under strong leadership who encouraged him to always pursue learning and trusting his skill set. From there he joined their sales team and had some of the best […]

Leo is a multi-faceted entrepreneur, podcaster, coach, and mentor with a profound commitment to empowering others. As the founder of Behaviors of NYC LLC and Alpha Force LLC, Leo’s journey began in Brazil, where his humble beginnings instilled in him a relentless drive to succeed. Growing up in New York City, Leo pursued his passion […]

Leo is a multi-faceted entrepreneur, podcaster, coach, and mentor with a profound commitment to empowering others. As the founder of Behaviors of NYC LLC and Alpha Force LLC, Leo’s journey began in Brazil, where his humble beginnings instilled in him a relentless drive to succeed. Growing up in New York City, Leo pursued his passion […]

Chris is a CPA/retirement strategist/basketball coach/husband/father! He has been assisting clients with tax and retirement income strategies for over 25 years. He loves what he does and wants to assist as many people as possible. Learn More: https://innovatemyplan.com/ Past performance is not a guarantee of future performance. All strategy recommendations must be associated with a […]

Alfonzo Alexander aka Fonz is a best-selling author, speaker and serial entrepreneur who has been in business for over 30 years. He founded a successful building service company and was top in sales for 3 years in a row. Alfonzo is passionate about living a healthy, fit and prosperous life so he can bless his […]

Rexford is president of Keats Group LLC, a comprehensive financial advisory firm. He works with successful families and family businesses to implement effective income planning, tax planning, and asset protection solutions that are administratively practical. He manages our service relationships with specialists for complex tax and estate planning, business transitions, and company retirement benefit planning. […]

With over 20 years of experience in financial services, I have focused for the last 12 years on providing retirement planning services. Our approach is guided by the golden rule of treating others as we would like to be treated. We prioritize understanding the needs of our clients before seeking to be understood. Learn More: […]

Bill has been in the financial services industry for over 20 years. His goal has been and remains to help his clients achieve their retirement goals, protect and grow their assets. Whether it is to leave a TAX FREE legacy TO THEIR LOVED ONE’S or to provide an income for life FOR THEMSELF AND THEIR […]

With over 20 years of experience in financial services, I have focused for the last 12 years on providing retirement planning services. Our approach is guided by the golden rule of treating others as we would like to be treated. We prioritize understanding the needs of our clients before seeking to be understood. Learn More: […]

As the Safe Money Coach, he has been helping individuals, families, and business owners BULLETT Proof their assets through Safe and Tax Efficient Strategies since 2003. He grew up in Massachusetts where he attained two Associate degrees in Business Marketing and Business Management. He currently lives in Montgomery County, Maryland with my two daughters ages […]

Paul Castner started out his path in the insurance industry by working at one of the Nation’s Top Medicare carriers. He began in the broker services department, under strong leadership who encouraged him to always pursue learning and trusting his skill set. From there he joined their sales team and had some of the best […]

Luke is a value-added consultant for Medicare, Life Insurance, Annuities, and Ancillary products lines. With a 15-year background in the Senior Healthcare field, Luke has helped thousands of seniors and continues to be a guide today for thousands more. Learn more: https://olininsuranceadvisors.com/

As the Safe Money Coach, he has been helping individuals, families, and business owners BULLETT Proof their assets through Safe and Tax Efficient Strategies since 2003. He grew up in Massachusetts where he attained two Associate degrees in Business Marketing and Business Management. Maurice currently lives in Montgomery County, Maryland with my two daughters ages […]

Bill has been in the financial services industry for over 20 years. His goal has been and remains to help his clients achieve their retirement goals, and protect and grow their assets. Whether it is to leave a TAX FREE legacy TO THEIR LOVED ONE’S or to provide an income for life FOR THEMSELF AND […]

As the Safe Money Coach I have been helping individuals, families, and business owners BULLETT Proof their assets through Safe and Tax Efficient Strategies since 2003. I grew up in Massachusetts where I attained two Associate degrees in Business Marketing and Business Management. I currently live in Montgomery County, Maryland with my two daughters ages […]

Luke is a value-added consultant for Medicare, Life Insurance, Annuities, and Ancillary products lines. With a 15-year background in the Senior Healthcare field, Luke has helped thousands of seniors and continues to be a guide today for thousands more. Learn more: https://olininsuranceadvisors.com/

Brian Wilbur is a dedicated marine with a passion for financial education and strategic planning. His professional journey began in the insurance industry, where he honed his skills and expertise. However, it was his discovery of reverse mortgages that truly captivated him. Brian fell in love with the product and its potential to empower clients […]

About The Authors Marjah Simon, Quantum Courage Expert, is a capturer of stories on a mission to bring heart-led wisdom into the world. A veteran of the US Army and Air Force with a background in law, diplomacy, and behavioral science, she now uses her ability to draw out authentic stories to help entrepreneurs become […]

In this episode Nina Hershberger talks with Adam Marburger, a serial entrepreneur who has built several successful companies including Ascent Dealer Services, Dental Protection Group, and Marburger Coaching and Development. Adam has an impressive background, starting his entrepreneurial journey at just 13 years old with 3 paper routes. He then went on to work in […]

We believe that every dollar has a purpose and a timeline. When and how your retirement assets will be used should be understood before making important financial decisions. The Triplett-Westendorf Purpose and Timeline 5 Step Planning Process (PT5) begins with Discovery. Understanding where you are now, and then defining where you want to go (Your […]

Paul Castner started out his path in the insurance industry by working at one of the Nation’s Top Medicare carriers. He began in the broker services department, under strong leadership who encouraged him to always pursue learning and trusting his skill set. From there he joined their sales team and had some of the best […]

Mehran Rad is an Investment Advisor Representative with a passion in helping retirees, and those approaching retirement, to avoid the common financial mistakes of retirement through comprehensive financial planning. As a Fiduciary, Mehran works diligently with his clients to help them take control of their financial future through education and use of financial strategies designed […]

Corey is originally from the Chicago area and is a lifelong Cubs and Bears fan. He and his wife Julie have 2 daughters and an incredibly spoiled poodle. As a former minister of one of the fastest-growing churches in Florida, Corey has extensive experience connecting with people and assisting them to become the best versions […]

Kristen Conti Reveals the Inside Scoop on the NAR Lawsuit and How It Will Impact Real Estate In this episode, Dr. Tamara “Tami” Patzer talks with Kristen Conti, a seasoned real estate broker and owner of Peacock Premier Properties in Englewood, Florida. Kristen has over 31 years of experience navigating the ever-evolving real estate landscape, […]

James Edward Durden Jr. is the owner of Edward Financial Group and a seasoned financial professional with a strong educational background. He holds a double bachelor’s degree in Finance and Risk Management, equipping him with a comprehensive understanding of financial markets and risk assessment. Known for his high ethical standards and passion for his work, […]

Corey is originally from the Chicago area and is a lifelong Cubs and Bears fan. He and his wife Julie have 2 daughters and an incredibly spoiled poodle. As a former minister of one of the fastest growing churches in Florida, Corey has extensive experience connecting with people and assisting them to become the best […]

Avadhi Dhruv is an International Bestselling Author, YouTuber, and Business Guru. She helps leaders of family legacy businesses run their companies in a way that fosters healthy family relationships. Avadhi founded the brand, Avadhi.guru™ with the intention of bringing a holistic approach to businesses. She finds fulfillment in helping entrepreneurs gain clarity and confidence in […]