This podcast discusses the challenges faced by federal employees, particularly regarding retirement planning and navigating career transitions. The conversation highlights the partnership between DNA Financial and FedOptions, aiming to provide clarity and support to federal employees dealing with job uncertainties and retirement complexities. Key topics include understanding federal benefits, strategies for financial well-being, and the […]

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 […]

What happens when the age-old tree service industry meets 21st-century technology? In this episode, Phillip Lorenzo sits down with Brittany Parsons Engel- a fifth-generation female entrepreneur and the operator behind the successful multi-location tree care business “One Stop Tree Shop”. Brittany shares how she’s solving real pain points in hiring, equipment access, and operational efficiency. […]

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 […]

Merriah joined Lukrom in January 2025 as Chief Sales Officer, bringing over two decades of experience in alternative investments and capital raising. She leads Lukrom’s sales strategy, focusing on investment professionals and their investors to drive long-term growth. Merriah’s leadership in alternative investments and sales strategy makes her an integral part of Lukrom’s mission to […]

Interested in high-growth investment opportunities in real estate and senior care? As a real estate professional and owner of established assisted living facilities, Sorina Tanase offers a rare, inside perspective on two of the most resilient and rewarding industries. Whether you’re looking to expand your real estate portfolio or explore the business potential of residential […]

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, […]

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, […]

Hal Stinespring is a seasoned Real Estate Attorney and Investor with a passion for empowering others to reclaim their lives. Diagnosed with Cardiac Sarcoidosis, Hal has transformed personal challenges into a mission to inspire and guide those navigating inflammatory diseases. Through a groundbreaking course, Hal helps individuals redefine their identity, blending resilience, purpose, gratitude and […]