Vincent has more than 35 years of experience in the financial services industry, growing and developing close relationships with mentors in all areas of financial management, financial planning, tax-efficient strategies, and market alternative investment concepts. Having worked with these individuals in wealth management and asset protection strategies, Vincent has been better able to serve his […]

With 29 years of experience in the financial services industry, Don is the founder and owner of DH Retirement Solutions, Inc. Based in Massachusetts and Connecticut, Don specializes in helping individuals and families navigate retirement income planning with a focus on optimizing income and reducing taxes. Don works with clients to create comprehensive strategies that […]

David Flores Wilson, CFA, CFP®, CEPA®, Co-Founder and Managing Partner at Sincerus Advisory, advises entrepreneurs and business owners in New York City on personal financial planning issues from formation to exit and beyond. A multiple-time Investopedia Top 100 Financial Advisor, his financial guidance has appeared on CNBC, Yahoo!Finance, the New York Times, US News & […]

With 29 years of experience in the financial services industry, Don is the founder and owner of DH Retirement Solutions, Inc. Based in Massachusetts and Connecticut, Don specializes in helping individuals and families navigate retirement income planning with a focus on optimizing income and reducing taxes. Don works with clients to create comprehensive strategies that […]

Jason Moss is a business mentor for grounded, growth-minded entrepreneurs who are ready to scale without losing themselves in the process. Creator of the CEO Freedom Formula, Jason helps six-figure coaches and service providers shift out of operator mode and into sustainable leadership—with a business model that supports their life, not the other way around. […]

This podcast explores how strategic visual documentation transforms modern construction management from a compliance requirement to a powerful business advantage. Industry expert Joey Shuster, Senior Vice President at Multivista, discusses how thorough documentation protects projects by reducing risk, resolving disputes, preventing rework, and enhancing stakeholder trust. Discover why leading construction firms are integrating comprehensive visual […]

With 29 years of experience in the financial services industry, Don is the founder and owner of DH Retirement Solutions, Inc. Based in Massachusetts and Connecticut, Don specializes in helping individuals and families navigate retirement income planning with a focus on optimizing income and reducing taxes. Don works with clients to create comprehensive strategies that […]

In this episode, we delve into the complexities of the deferred resignation offer for federal employees, exploring its implications, risks, and the various retirement options available. Cassie Graves, CEO of FedOptions, provides expert insights on navigating these unprecedented changes, emphasizing the importance of understanding benefits and making informed decisions. The conversation covers the nuances of […]

Bebe Kleinman – Community Health Leader & Nonprofit Advocate For over 40 years, I have devoted my professional and volunteer life to advancing equity in housing, food, and health care for individuals and families in under-resourced communities. My career reflects a deep commitment to public health, social justice, and building resilient nonprofit organizations that serve […]

Clark Smith boasts an impressive career spanning over three decades in the financial advisory realm. He embarked on his journey in 1990 as a financial advisor with Dean Witter Reynolds, quickly rising to prominence as the firm’s youngest Retirement Planning Specialist by 1993. Specializing in Retirement Financial Planning, Clark has dedicated his career to helping […]

Clark Smith boasts an impressive career spanning over three decades in the financial advisory realm. He embarked on his journey in 1990 as a financial advisor with Dean Witter Reynolds, quickly rising to prominence as the firm’s youngest Retirement Planning Specialist by 1993. Specializing in Retirement Financial Planning, Clark has dedicated his career to helping […]

Born and raised in Fort Wayne, Indiana, Dave Barr moved to Washington State in his late 20s and is the Founder/CEO of Barr Asset Management. Dave started his career in the financial industry at age 24 working in an agency and then transitioned as an independent practitioner in his 30s. His entry into the field […]

Clark Smith boasts an impressive career spanning over three decades in the financial advisory realm. He embarked on his journey in 1990 as a financial advisor with Dean Witter Reynolds, quickly rising to prominence as the firm’s youngest Retirement Planning Specialist by 1993. Specializing in Retirement Financial Planning, Clark has dedicated his career to helping […]

Louis O’Connor is the founder of Strategic Metals Invest, where we offer private investors the opportunity to own the upstream raw materials that contribute to trillions of dollars in downstream GDP. SMI has created a marketplace for rare earth metals and technology metals right as the world pivots from oil and gas to metals. Rare […]

Billy Barnard – Coach | Creator | Connector Billy Barnard is a multi-passionate creator and coach with a love for sports, storytelling, and helping others grow. A lifelong athlete and recent graduate of the University of Southern Maine, Billy brings the discipline of competitive baseball and the creativity of digital media together in his work. […]

As President of Capsur Tax and Estate Planning, Terry Register leads with a clear and focused mission: to help business owners, high-income professionals, high-net-worth individuals, and closely held corporations navigate the complexities of tax planning, retirement strategy, estate structuring, and legacy preservation. Through personalized service and strategic insight, Terry delivers solutions designed to build long-term […]

Lisa Schermerhorn is an international best-selling author of In Every Belief is a Lie, and a featured expert in the award-winning film Zero Limits alongside Dr. Joe Vitale. Formerly the VP of Business Development for a cutting-edge virtual reality start-up focused on memory loss and pain reduction, Lisa brings a unique blend of innovation and […]

Scott Leonardi began serving families in 1995 as a licensed Life & Health insurance agent. In 1998, he founded Complete Solutions, a holistic planning firm dedicated to helping individuals and business owners protect their future. As a Certified Financial Fiduciary® and member of the National Association of Certified Financial Fiduciaries, Scott is committed to putting […]

Ira Koyner’s successful thirty-year career as an accomplished financial services professional has been driven by sound risk management, effective communication, and a commitment to education. Ira Koyner is a devoted husband and father, he knows providing for your family is more than a responsibility; it is a priority. The cost of day to day expenses, […]

Born and raised in Fort Wayne, Indiana, Dave Barr moved to Washington State in his late 20s and is the Founder/CEO of Barr Asset Management. Dave started his career in the financial industry at age 24 working in an agency and then transitioned as an independent practitioner in his 30s. His entry into the field […]

Elevating chocolates with unparalleled expertise, ensuring exquisite flavors, flawless textures, and irresistible appeal that captivates every palate. Learn More: https://victoriab360.com/

As President of Capsur Tax and Estate Planning, Terry Register leads with a clear and focused mission: to help business owners, high-income professionals, high-net-worth individuals, and closely held corporations navigate the complexities of tax planning, retirement strategy, estate structuring, and legacy preservation. Through personalized service and strategic insight, Terry delivers solutions designed to build long-term […]

Scott Leonardi began serving families in 1995 as a licensed Life & Health insurance agent. In 1998, he founded Complete Solutions, a holistic planning firm dedicated to helping individuals and business owners protect their future. As a Certified Financial Fiduciary® and member of the National Association of Certified Financial Fiduciaries, Scott is committed to putting […]

Sydney Mauck serves as the Anschutz Military Collections Specialist at History Colorado, where she is dedicated to preserving and sharing the stories held within the museum’s extensive military collection. A Colorado native, Sydney developed an early appreciation for the state’s rich history, particularly that of the renowned 10th Mountain Division, through the influence of her […]

As President of Capsur Tax and Estate Planning, Terry Register leads with a clear and focused mission: to help business owners, high-income professionals, high-net-worth individuals, and closely held corporations navigate the complexities of tax planning, retirement strategy, estate structuring, and legacy preservation. Through personalized service and strategic insight, Terry delivers solutions designed to build long-term […]

45 years in business. Working with clients aged 55-75, approaching & in retirement. Retirement plans & Medicare coverages. Learn more: http://www.retirewithbam.com/ Investment advisory services offered through Tucker Asset Management LLC, an SEC Registered Investment Advisor. Barr Asset Management and Tucker Asset Management are unaffiliated entities.

In this thought-provoking episode, Phillip Lorenzo sits down with energy wellness entrepreneur Alexandra Byrnes to explore the intersection of artificial intelligence, human consciousness, and energetic alignment. Alexandra shares powerful insights on how AI can act as a mirror for our inner world- and how we can use that awareness to consciously shape our future. They […]