Interview with Leslie Kaz President & Founder of Syndicated Insurance Agency Discussing Overcoming Medicare Enrollment Anxiety
Leslie Kaz is the President & COO of Syndicated Insurance Agency, LLC — a national Medicare-focused FMO he co-founded in 2004 that now operates across 22 states with a network of over 120 agents and brokers. With over 30 years in the insurance industry and a unique background as a trained chef and café owner, […]
Interview with Leslie Kaz President & Founder of Syndicated Insurance Agency Discussing Choosing the Right Medicare Advisor
Leslie Kaz is the President & COO of Syndicated Insurance Agency, LLC — a national Medicare-focused FMO he co-founded in 2004 that now operates across 22 states with a network of over 120 agents and brokers. With over 30 years in the insurance industry and a unique background as a trained chef and café owner, […]
Rosa L Antonini – Author – Mark Stephen Pooler
Rosa L. Antonini is an author, speaker, software engineer, and founder of Rosa Antonini Academy. With more than 20 years of experience in technology, systems, and business transformation, Rosa brings a unique perspective to personal growth by connecting software logic, human behavior, and the way people respond to uncertainty. She is the author of The […]
Sadhvi Bhagawati Saraswati – Spiritual Leader – Mark Stephen Pooler
Sadhvi Bhagawati Saraswati, known as Sadhviji, is a global spiritual leader and bestselling author who has lived in the Himalayas for nearly three decades. Raised in Hollywood and a graduate of Stanford University with a PhD in psychology, she left behind a life of outward success to embrace a path of spiritual transformation and service. […]
Interview with Leslie Kaz President & Founder of Syndicated Insurance Agency Discussing The Medicare Maze
Leslie Kaz is the President & COO of Syndicated Insurance Agency, LLC — a national Medicare-focused FMO he co-founded in 2004 that now operates across 22 states with a network of over 120 agents and brokers. With over 30 years in the insurance industry and a unique background as a trained chef and café owner, […]
Interview with Michael Clanin, Certified Financial Fiduciary® with Safe Money Solutions Discussing Guaranteed Income & Annuity Strategies
Michael has been in the financial and insurance business for over 20 years. He works with clients in the areas of Tax-Free Wealth Creation, retirement planning, lifetime income solution, legacy planning and business and Estate Planning. He is an advocate for the safety and protection of his client’s hard-earned retirement money. Michael is committed to […]
Interview with Michael Clanin, Certified Financial Fiduciary® with Safe Money Solutions Discussing Roth Conversion Strategies
Michael has been in the financial and insurance business for over 20 years. He works with clients in the areas of Tax-Free Wealth Creation, retirement planning, lifetime income solution, legacy planning and business and Estate Planning. He is an advocate for the safety and protection of his client’s hard-earned retirement money. Michael is committed to […]
Interview with Michael Clanin, Certified Financial Fiduciary® with Safe Money Solutions Discussing Business & Estate Planning Structures
Michael has been in the financial and insurance business for over 20 years. He works with clients in the areas of Tax-Free Wealth Creation, retirement planning, lifetime income solution, legacy planning and business and Estate Planning. He is an advocate for the safety and protection of his client’s hard-earned retirement money. Michael is committed to […]
Interview with Karen Powell, Founder of My Wealth 4 Life Discussing Overcoming Financial Fears & Building Confidence
As Founder of My Wealth 4 Life, Karen leads a firm dedicated to delivering comprehensive, high-level financial and estate planning designed to protect, preserve, and enhance our clients’ hard-earned wealth. Their approach is both strategic and practical—focused on identifying overlooked risks, uncovering hidden opportunities, and building durable financial structures that stand the test of time. […]
Interview with Karen Powell, Founder of My Wealth 4 Life Discussing Tax Efficient Strategies for Lasting Wealth
As Founder of My Wealth 4 Life, Karen leads a firm dedicated to delivering comprehensive, high-level financial and estate planning designed to protect, preserve, and enhance our clients’ hard-earned wealth. Their approach is both strategic and practical—focused on identifying overlooked risks, uncovering hidden opportunities, and building durable financial structures that stand the test of time. […]
Episode 51: From The Jobsite to the Mic Using Podcasting to Attract Better Clients
This conversation dives into how personal development sharpens communication and confidence—and how podcasting gives contractors a powerful edge in marketing. Learn how sharing your story and expertise can strengthen client loyalty, improve referrals, and position you as the go-to expert in your market.
Interview with Karen Powell, Founder of My Wealth 4 Life Discussing Securing Retirement Lifestyle
As Founder of My Wealth 4 Life, Karen leads a firm dedicated to delivering comprehensive, high-level financial and estate planning designed to protect, preserve, and enhance our clients’ hard-earned wealth. Their approach is both strategic and practical—focused on identifying overlooked risks, uncovering hidden opportunities, and building durable financial structures that stand the test of time. […]
Interview with Scott Edelman Founder of Edelman Wealth Management Group Discussing His 30 Year Anniversary in Business
Scott is the founder of Edelman Wealth Management Group and manages all aspects of financial planning and employee benefits, providing products and services for investing, retiring, insurance, and estate conservation for individuals, families, and businesses. He has a strong commitment to giving uncomplicated advice and unparalleled service and puts an emphasis on creating lasting relationships […]
Melissa Heathers – TV Host – Mark Stephen Pooler
Melissa Heathers is an author, TV host, and Executive Producer of The Book Crawl, a televised interview platform created to help authors move from bookshelves into broadcast. Through meaningful author conversations, podcast features, and media visibility opportunities, Melissa celebrates writers as storytellers, thought leaders, and voices worth hearing. Her work is rooted in connection, visibility, […]
Interview with Sean Vazquez, Founder of PMV Financial Discussing Legacy Planning
Sean has been in the Financial Advisory field for over 13 years. He has specialized in working with school district staff on educating them on how exactly their CalSTRs and CalPERS actually work, and their options to close the pay gap in their pension. He has enjoyed educating clients on how to maximize their pension […]
Interview with Sean Vazquez, Founder of PMV Financial Discussing Long-Term Care
Sean has been in the Financial Advisory field for over 13 years. He has specialized in working with school district staff on educating them on how exactly their CalSTRs and CalPERS actually work, and their options to close the pay gap in their pension. He has enjoyed educating clients on how to maximize their pension […]
Interview with Sean Vazquez, Founder of PMV Financial Discussing Guaranteed Income
Sean has been in the Financial Advisory field for over 13 years. He has specialized in working with school district staff on educating them on how exactly their CalSTRs and CalPERS actually work, and their options to close the pay gap in their pension. He has enjoyed educating clients on how to maximize their pension […]
Interview with Russell Thompson with H&R Insurance and Financial Services- What Happens When Business Owners Want to Retire
Russell brings a unique combination of market insight, relentless work ethic, and a passion for education to his role as a financial advisor. With a deep understanding of market cycles and a commitment to going above and beyond for his clients, he is uniquely positioned to help business owners, individuals, and families pursue and protect […]
Interview with Russell Thompson with H&R Insurance and Financial Services-Guaranteed Income
Russell brings a unique combination of market insight, relentless work ethic, and a passion for education to his role as a financial advisor. With a deep understanding of market cycles and a commitment to going above and beyond for his clients, he is uniquely positioned to help business owners, individuals, and families pursue and protect […]
Interview with Russell Thompson with H&R Insurance and Financial Services-How Life Insurance Fits Into Retirement
Russell brings a unique combination of market insight, relentless work ethic, and a passion for education to his role as a financial advisor. With a deep understanding of market cycles and a commitment to going above and beyond for his clients, he is uniquely positioned to help business owners, individuals, and families pursue and protect […]
Changing the Conversation Around Wellness with Tanya Leake
I’m excited to introduce my guest, Tanya Leake! Tanya Leake, NBC-HWC, BCPA, graduate of Stanford University’s engineering program is a National Board-Certified Health and Wellness Coach, Patient Advocate, and experienced wellness facilitator with a mission to change the conversation around being WELL. Her trademarked programs cultivating deep self-love (EmBODY LOVE(TM)), self-awareness and appreciation (Mirror Board(TM)), […]
Why Some Small Businesses Instantly Look Credible — Brian Stanley with JC Soto
“Most businesses don’t have a service problem… they have a visibility problem.” Why do some businesses instantly feel trustworthy… while others get overlooked? In this episode, JC Soto talks with commercial photographer and branding expert Brian Stanley about the psychology behind visual credibility, emotional branding, and why many small businesses unintentionally weaken their own marketing. Brian […]
Mandy Hawtin – Cosmetic Chemist – Mark Stephen Pooler
Mandy Hawtin is a qualified cosmetic chemist, published author, and keynote speaker, with over seven years of experience as a beauty entrepreneur. She is the founder of Seadragon Organic, her third brand and first as a solopreneur, known for its high-performing, certified organic formulations powered by marine bio-active ingredients. https://seadragonorganic.com.au/
Checking In: The Room Behind Talk Derby To Me
In this episode, Lisa C. sits down with Shawndrell and Marcell, the creators behind Talk Derby To Me — a GlowHouse production that’s quickly becoming one of the most intentional and talked-about rooms in Santa Clarita. A sold out room of 300 professionals, business & community leaders at the Sand Canyon Country Club, Santa Clarita […]
Interview with Kevin Steuer, Managing Partner with Stock TA
Kevin has been trading for 15 years now. He has worked in consulting and as an analyst. Currently, he is the managing partner of Stockta.com and also works for Global One Media. We’re trying to give Main Street access to sophisticated algorithms to give them a better chance to compete against Wall Street. Learn more: […]
Cynthia James – Leadership – Mark Stephen Pooler
Cynthia James Cynthia is an International transformational and emotional integration leadership coach. She is an inspirational leader, TEDx and International speaker, guiding people to make changes at a deep level for lasting healing. Cynthia excels as a coach, singer, composer and bestselling and multiple award-winning author of six books. Her latest book, “The Kingdom of […]
Renata Angelo – Mentor – Mark Stephen Pooler
Renata Angelo is an international speaker and transformational mentor, often called the Queen of Manifestation. Over the past two decades, she has helped thousands of people around the world transform their lives by understanding the power of the mind, emotions, and energy. www.RenataAngelo.com
