The Last Love Letter: Why Estate Planning Is an Act of Love Guest: Traci O’Neal Ellis, Esq. Host: Dr. Tamara Patzer Show: Thought Leaders Show: Legal Edition Recorded: August 18, 2026 People often hear “estate planning” and immediately think about death. Attorney Traci O’Neal Ellis sees it differently. She describes an estate plan as a “last love letter” to the people who matter […]

Estate Planning for Young Families: What Happens If You Can’t Speak for Yourself? Guest: Raj Aujla Host: Dr. Tamara Patzer Show: Thought Leaders Show: Legal Edition Recorded: August 13, 2026 Estate planning isn’t only about what happens after you die. It is also about what happens to you, your children, your finances and your family […]

Asset Protection by Design: Estate Planning Before the Crisis Guest: Evan W. Turk, Esq. Host: Dr. Tamara Patzer Show: Thought Leaders Show: Legal Edition Recorded: August 21, 2026 The best time to make important legal and financial decisions is before a family is facing illness, incapacity, divorce or a long-term-care crisis. In this episode, Dr. […]

From Plumbing Problem to Patented Product: The Happy Toilet Story Guest: Linda Stanfield Host: Dr. Tamara Patzer Show: Thought Leaders Show Recorded: August 19, 2026 Sometimes the best business ideas begin with an ordinary problem everyone else has learned to tolerate. For Linda Stanfield and her husband, Chris, that problem was the toilet. After more […]

Apryl Pope, CFP®, CPFA®, CEPA®, is the Founder and Lead Financial Advisor of Pope Financial Planning, where she helps successful professionals approaching retirement turn what they’ve built into a clear plan for what comes next. With more than a decade of experience, Apryl serves as a Personal CFO to individuals and couples typically within 10 […]

Thought Leaders Show: Legal Edition | Guest: Tamryn E. Valenzuela, Esq., the NJ Legacy Lawyer Tamryn Valenzuela grew up in a two-cop household in Jersey City and spent the better part of two decades on the criminal side of the law: civilian clerk for the Jersey City Police Department, the Hudson County prosecutor’s office, six […]

Apryl Pope, CFP®, CPFA®, CEPA®, is the Founder and Lead Financial Advisor of Pope Financial Planning, where she helps successful professionals approaching retirement turn what they’ve built into a clear plan for what comes next. With more than a decade of experience, Apryl serves as a Personal CFO to individuals and couples typically within 10 […]

Jorge brings over three decades of experience helping financial advisors grow their practices through structured, data-driven marketing strategies. His work has focused heavily on seminar and workshop-based approaches that create consistent opportunities for advisors to connect with qualified prospects and build long-term relationships. Learn More: https://www.marketingadvisorsintomillions.com/

Apryl Pope, CFP®, CPFA®, CEPA®, is the Founder and Lead Financial Advisor of Pope Financial Planning, where she helps successful professionals approaching retirement turn what they’ve built into a clear plan for what comes next. With more than a decade of experience, Apryl serves as a Personal CFO to individuals and couples typically within 10 […]

Derek is a CFP® with 20+ years in financial advice. He helps hundreds of families and business owners plan for retirement, weather life events, and stay invested through market cycles. In 2013, He tooks his practice fully virtual, an early bet that technology could make advice more accessible and human at the same time. Founded […]

Justin Woodbury is a financial advisor, podcaster, and speaker, but the titles he is most proud of are husband to his beautiful wife, Emily, and father to two amazing children, Jackson and Juliette. In 2016, Justin’s life drastically changed when, at just two years old, Jackson was diagnosed with severe autism. Through that incredible journey, […]

Alex Khassa is the founder and CEO of Clients Blackbox, a Meta Ads agency in Austin, Texas. The firm runs Meta ad campaigns for companies across financial services, from wealth management and private credit to fintech, lending, banking, and insurance. Its video first approach turns cold audiences into qualified customers. Clients range from emerging firms […]

A native of Columbia, SC, Ben is Co-Founder of Ready2Retire™, the leading retirement planning firm for people who want to retire with confidence. Ben greatly appreciates customer service and client satisfaction, honed from over 20 years of experience, and is recognized nationwide as a top retirement, insurance, Medicare, and Social Security planner. He has over […]

WE Alliance Wealth Advisors if founded on the belief that an integrated Family Office style approach to wealth planning is the best way to protect and maximize the wealth client families work so hard to accumulate. Combine powerful proactive tax strategies, a powerful system of investing called Defined Outcome Investing, and a Family Centered approach […]

Gabrielle Scout is an editor, strategist, and founder of Scout’s Agency, a leading podcast visibility firm that has booked nearly 6,000 interviews and executed over 400 Podcast Tours for founders, authors, and thought leaders. She pioneered the Podcast Tour model seven years ago, long before podcast guesting became mainstream PR. Client results include 150 high-ticket […]

​Liz Goll Lerner is a distinguished communication expert, psychotherapist, life coach, author, speaker, and artist who leverages her deep credentials in psychology, communication, and energetics to guide individuals and organizations through major transformative stages. With multi-decade experience working across diverse industries and personal circumstances, Liz has developed a powerful platform that empowers people and businesses […]

WE Alliance Wealth Advisors if founded on the belief that an integrated Family Office style approach to wealth planning is the best way to protect and maximize the wealth client families work so hard to accumulate. Combine powerful proactive tax strategies, a powerful system of investing called Defined Outcome Investing, and a Family Centered approach […]

WE Alliance Wealth Advisors if founded on the belief that an integrated Family Office style approach to wealth planning is the best way to protect and maximize the wealth client families work so hard to accumulate. Combine powerful proactive tax strategies, a powerful system of investing called Defined Outcome Investing, and a Family Centered approach […]

WE Alliance Wealth Advisors if founded on the belief that an integrated Family Office style approach to wealth planning is the best way to protect and maximize the wealth client families work so hard to accumulate. Combine powerful proactive tax strategies, a powerful system of investing called Defined Outcome Investing, and a Family Centered approach […]

Steven Phillips, CPA, is a financial professional with a background in public accounting and extensive experience in tax planning, retirement strategies. He works with individuals, families, and business owners to develop coordinated financial strategies focused on tax efficiency, sustainable retirement income, and long-term wealth preservation. Steven is known for combining his accounting expertise with practical […]

​Bradford W. Tilden is a best-selling author, composer, and master sound healer, as well as one of the leading Universal White Time Gemstone Healing Teachers in North America.  As the founder of Crystal Music Healing, Bradford integrates music, sound, crystals, and advanced energy modalities to create transformative experiences that activate human potential and accelerate spiritual […]

Retirement Heroes specializes in helping retirees and those nearing retirement secure their financial future with confidence. Whether it’s ensuring a reliable income stream, protecting assets, or planning for healthcare costs, we take a personalized approach to understanding what matters most to each client. Our mission is to provide the guidance and strategies needed so they […]

Retirement Heroes specializes in helping retirees and those nearing retirement secure their financial future with confidence. Whether it’s ensuring a reliable income stream, protecting assets, or planning for healthcare costs, we take a personalized approach to understanding what matters most to each client. Our mission is to provide the guidance and strategies needed so they […]

Retirement Heroes specializes in helping retirees and those nearing retirement secure their financial future with confidence. Whether it’s ensuring a reliable income stream, protecting assets, or planning for healthcare costs, we take a personalized approach to understanding what matters most to each client. Our mission is to provide the guidance and strategies needed so they […]

Rob have over four decades in sales and marketing within the securities, real estate and insurance industries. As a senior executive with a Fortune 500 company, managing partner of his own investment firm, past school board president and member of multiple boards, his track record and affiliations demonstrate a high level of professionalism, as well […]

Rob have over four decades in sales and marketing within the securities, real estate and insurance industries. As a senior executive with a Fortune 500 company, managing partner of his own investment firm, past school board president and member of multiple boards, his track record and affiliations demonstrate a high level of professionalism, as well […]

Retirement Heroes specializes in helping retirees and those nearing retirement secure their financial future with confidence. Whether it’s ensuring a reliable income stream, protecting assets, or planning for healthcare costs, we take a personalized approach to understanding what matters most to each client. Our mission is to provide the guidance and strategies needed so they […]