Copertina del podcast

Business Innovators Radio

  • Episode #64 – Boomers Moving In With Kids – The 15 Minute Financial Feast Podcast – With Mark Triplett & Troy Westendorf

    16 MAG 2024 · 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 Purpose) and when you want to get there (Your Timeline), programs your financial GPS. Our Purpose and Timeline 5-step process (PT5) programs your financial GPS. Learn more: http://triplett-westendorf.com/ | https://mypt5.com/ The 15 Minute Financial Feast Podcast https://businessinnovatorsradio.com/the-15-minute-financial-feast-podcast/ Source: https://businessinnovatorsradio.com/episode-64-boomers-moving-in-with-kids-the-15-minute-financial-feast-podcast-with-mark-triplett-troy-westendorf
    5 min. 20 sec.
  • Interview with Michael Opp Founder of Opp Financial – Their Unique Approach to Portfolio Diversification

    16 MAG 2024 · Michael has been working in wealth management for over 25 years. He holds a Series 65 license and Insurance license. As a Fiduciary, he has provided financial services to business owners, families, and individuals. Michael has access to a wide array of financial assets. Enabling him to successfully meet the financial planning needs of his clients while building long-lasting, meaningful relationships with them. Michael received a B.S. in Business Administration and a minor in Economics in 1992. Michael’s belief-in being a well-rounded individual, allowed him to compete in college football and track at the University of Redlands in California. He continued to compete in the track and field circuit until just after the 1996 U.S. Olympic Trials. This experience compelled him to give something back to his community. Michael coached high school, youth football, and track and field for over 17 years. He also has been married to his wife, Tamalynn since 1996. They are proud parents of three children Brady, Lance, and Elena. Learn More: https://www.oppfinancial.com/ Advisory services offered by Wealth Watch Advisors, LLC. All other services are offered through Opp Financial Group, LLC. Wealth Watch Advisors, LLC and Opp Financial Group, LLC are not affiliated. Influential Entrepreneurs with Mike Saunders https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/ Source: https://businessinnovatorsradio.com/interview-with-michael-opp-founder-of-opp-financial-their-unique-approach-to-portfolio-diversification
    18 min. 8 sec.
  • Interview with Kevin Coffey & Christina Keller with A Brighter Future Discussing Their More Money for You Program

    14 MAG 2024 · Kevin and Christina, are a couple of Colorado folks who know what it’s like when things get tough. Kevin grew up in North Denver, and Christina in Thornton. Life can throw some real curveballs, especially when it comes to keeping a roof over your head. But they also know the pain of uncertainty and loss. Kevin’s family faced the heartbreaking reality of foreclosure when he was younger. He watched as their home, filled with love and laughter, slipped away. Looking back, he wishes his family had been thrown a lifeline that offered choices. They’re not just another option; they’re a lifeline, a bridge to a brighter future by offering you choices. Learn More: http://www.abrighter-future.com Be advised that A Brighter Future LLC. provides general information and resources for informational purposes only. We are not providing legal advice or investment advice, and nothing on our platform or in our communications should be construed as such. Our materials, including but not limited to articles, guides, and responses to inquiries, are not a substitute for professional legal or investment advice from qualified professionals licensed in your jurisdiction. If you require legal advice, investment advice, or representation, we strongly recommend consulting with licensed professionals who can provide tailored advice based on your specific circumstances. While we strive to ensure the accuracy of the information provided, laws, regulations, and market conditions vary and may change over time. Therefore, we cannot guarantee the completeness or accuracy of the information presented. Influential Entrepreneurs with Mike Saunders https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/ Source: https://businessinnovatorsradio.com/interview-with-kevin-coffey-christina-keller-with-a-brighter-future-discussing-their-more-money-for-you-program
    17 min. 5 sec.
  • Interview With Stephen Ng, CLU, ChFC, CEP Founder of Stephen Ng Financial Group-Discussing IRA Rescue to Leverage Retirement Wealth

    14 MAG 2024 · Stephen Ng, whom you may have seen in NBC, Forbes, Wall Street Journal, U.S. News and World Report, New York Daily News, and others. He has also been interviewed by Fox TV and Christian Television Network. Stephen is the Author of “10 Financial Mistakes You Should Avoid” which has been a wonderful resource for many of his clients. All of the proceeds from the book sales go to benefit World Vision International. Stephen is also the Founder and President of Stephen Ng Financial Group. Stephen is married, has 3 children and resides in New Jersey and Florida. Stephen is a warm and passionate communicator who loves to share his financial wisdom and insights. He served as a Deacon at Trust In God Baptist Church in New York City and was the Chairman of the Board from 2008 to 2016. Currently, he serves as a trustee for Doxa Church in New York City. Stephen attends Bell Shoals Church, in Brandon, Florida. He loves to travel and frequently speaks internationally during mission trips with his church. Learn More: https://www.stephenngfg.com/ The views expressed are not necessarily the opinion of Stephen NG, and should not be construed directly or indirectly, as an offer to buy or sell any securities or services mentioned herein. Investing is subject to risks including loss of principal invested. Past performance is not a guarantee of future results. No strategy can assure a profit nor protect against loss. Please note that individual situations can vary. Therefore, the information should only be relied upon when coordinated with individual professional advice. Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Influential Entrepreneurs with Mike Saunders https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/ Source: https://businessinnovatorsradio.com/interview-with-stephen-ng-clu-chfc-cep-founder-of-stephen-ng-financial-group-discussing-ira-rescue-to-leverage-retirement-wealth
    20 min. 7 sec.
  • Interview with Michael Opp Founder of Opp Financial-Purpose vs Performance – Fiduciary Concerns & Purpose Driven Accounts

    13 MAG 2024 · Michael has been working in wealth management for over 25 years. He holds a Series 65 license and an Insurance license. As a Fiduciary, he has provided financial services to business owners, families, and individuals. Michael has access to a wide array of financial assets. Enabling him to successfully meet the financial planning needs of his clients while building long-lasting, meaningful relationships with them. Michael received a B.S. in Business Administration and a minor in Economics in 1992. Michael’s belief in being a well-rounded individual, allowed him to compete in college football and track at the University of Redlands in California. He continued to compete in the track and field circuit until just after the 1996 U.S. Olympic Trials. This experience compelled him to give something back to his community. Michael coached high school, youth football, and track and field for over 17 years. He also has been married to his wife, Tamalynn since 1996. They are proud parents of three children Brady, Lance, and Elena. Learn More: https://www.oppfinancial.com/ Advisory services offered by Wealth Watch Advisors, LLC. All other services are offered through Opp Financial Group, LLC. Wealth Watch Advisors, LLC and Opp Financial Group, LLC are not affiliated. Influential Entrepreneurs with Mike Saunders https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/ Source: https://businessinnovatorsradio.com/interview-with-michael-opp-founder-of-opp-financial-purpose-vs-performance-fiduciary-concerns-purpose-driven-accounts
    18 min. 43 sec.
  • Interview With Stephen Ng, CLU, ChFC, CEP Founder of Stephen Ng Financial Group – Understanding Long-Term Care to Leverage Retirement Weal

    13 MAG 2024 · Stephen Ng, whom you may have seen in NBC, Forbes, Wall Street Journal, U.S. News and World Report, New York Daily News, and others. He has also been interviewed by Fox TV and Christian Television Network. Stephen is the Author of “10 Financial Mistakes You Should Avoid” which has been a wonderful resource for many of his clients. All of the proceeds from the book sales go to benefit World Vision International. Stephen is also the Founder and President of Stephen Ng Financial Group. Stephen is married, has 3 children and resides in New Jersey and Florida. Stephen is a warm and passionate communicator who loves to share his financial wisdom and insights. He served as a Deacon at Trust In God Baptist Church in New York City and was the Chairman of the Board from 2008 to 2016. Currently, he serves as a trustee for Doxa Church in New York City. Stephen attends Bell Shoals Church, in Brandon, Florida. He loves to travel and frequently speaks internationally during mission trips with his church Learn More: https://www.stephenngfg.com/ The views expressed are not necessarily the opinion of Stephen NG, and should not be construed directly or indirectly, as an offer to buy or sell any securities or services mentioned herein. Investing is subject to risks including loss of principal invested. Past performance is not a guarantee of future results. No strategy can assure a profit nor protect against loss. Please note that individual situations can vary. Therefore, the information should only be relied upon when coordinated with individual professional advice. Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Influential Entrepreneurs with Mike Saunders https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/ Source: https://businessinnovatorsradio.com/interview-with-stephen-ng-clu-chfc-cep-founder-of-stephen-ng-financial-group-understanding-long-term-care-to-leverage-retirement-wealth
    20 min. 51 sec.
  • Interview with Michael Opp Founder of Opp Financial – Guaranteed Investment Income to meet an RMD Strategy

    10 MAG 2024 · Michael has been working in wealth management for over 25 years. He holds a Series 65 license and Insurance license. As a Fiduciary, he has provided financial services to business owners, families, and individuals. Michael has access to a wide array of financial assets. Enabling him to successfully meet the financial planning needs of his clients while building long-lasting, meaningful relationships with them. Michael received a B.S. in Business Administration and a minor in Economics in 1992. Michael’s belief in being a well-rounded individual, allowed him to compete in college football and track at the University of Redlands in California. He continued to compete in the track and field circuit until just after the 1996 U.S. Olympic Trials. This experience compelled him to give something back to his community. Michael coached high school, youth football, and track and field for over 17 years. He also has been married to his wife, Tamalynn since 1996. They are proud parents of three children Brady, Lance, and Elena. Learn More: https://www.oppfinancial.com/ Advisory services offered by Wealth Watch Advisors, LLC. All other services are offered through Opp Financial Group, LLC. Wealth Watch Advisors, LLC and Opp Financial Group, LLC are not affiliated. Influential Entrepreneurs with Mike Saunders https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/ Source: https://businessinnovatorsradio.com/interview-with-michael-opp-founder-of-opp-financial-guaranteed-investment-income-to-meet-an-rmd-strategy
    21 min. 26 sec.
  • Interview With Stephen Ng, CLU, ChFC, CEP Founder of Stephen Ng Financial Group Discussing How to Grow & Protect Retirement Wealth

    10 MAG 2024 · Stephen Ng, whom you may have seen in NBC, Forbes, Wall Street Journal, U.S. News and World Report, New York Daily News, and others. He has also been interviewed by Fox TV and Christian Television Network. Stephen is the Author of “10 Financial Mistakes You Should Avoid” which has been a wonderful resource for many of his clients. All of the proceeds from the book sales go to benefit World Vision International. Stephen is also the Founder and President of Stephen Ng Financial Group. Stephen is married, has 3 children, and resides in New Jersey and Florida. Stephen is a warm and passionate communicator who loves to share his financial wisdom and insights. He served as a Deacon at Trust In God Baptist Church in New York City and was the Chairman of the Board from 2008 to 2016. Currently, he serves as a trustee for Doxa Church in New York City. Stephen attends Bell Shoals Church, in Brandon, Florida. He loves to travel and frequently speaks internationally during mission trips with his church Learn More: https://www.stephenngfg.com/ The views expressed are not necessarily the opinion of Stephen NG, and should not be construed directly or indirectly, as an offer to buy or sell any securities or services mentioned herein. Investing is subject to risks including loss of principal invested. Past performance is not a guarantee of future results. No strategy can assure a profit nor protect against loss. Please note that individual situations can vary. Therefore, the information should only be relied upon when coordinated with individual professional advice.Securities and investment advisory services offered through Osaic Wealth, Inc. member FINRA/SIPC. Osaic Wealth is separately owned and other entities and/or marketing names, products or services referenced here are independent of Osaic Wealth. Influential Entrepreneurs with Mike Saunders https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/ Source: https://businessinnovatorsradio.com/interview-with-stephen-ng-clu-chfc-cep-founder-of-stephen-ng-financial-group-discussing-how-to-grow-protect-retirement-wealth
    21 min. 8 sec.
  • Interview with Liam Thurman CEO of the Babe Ruth Bucket System for Agents

    8 MAG 2024 · Liam is the author of 5 books and is the CEO of LCI consultants & owner of the BRB brand and the Exception to the Rule Brand. 30 plus years in the financial and coaching business training over 7500 agents weekly in the BRB system for agents. Founder of the MTD Foundation outreach ministry. Married to Angie and they have 9 kids blended family with 16 grandchildren. Learn More: https://lcitaxfreeretirement.com/ https://www.facebook.com/groups/thebaberuthbucketsysyem Influential Entrepreneurs with Mike Saunders https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/ Source: https://businessinnovatorsradio.com/interview-with-liam-thurman-ceo-of-the-babe-ruth-bucket-system-for-agents
    28 min. 7 sec.
  • Hester Bedet – Sound Healer – Mark Stephen Pooler

    2 MAG 2024 · Hester Bedet As a sound healer Hester heals women who are struggling with physical and emotional pain. They become pain free by using the power of sound healing and they move easily towards the fulfillment of their life purpose. She also guides to healing of noises or constant ringing in the ears by integrate creative coaching with sound healing to support holistic healing. Hester embodies serenity, sound and transformation. Her approach is based on love and lightness, guiding you effortlessly towards a natural flow of clarity and peace. https://www.soulsounds.nu YouTube: Hester Bedet – Soulsounds FB: Hester Soulsounds LI: Hester Bedet Insta: hester_soulsounds Source: https://businessinnovatorsradio.com/hester-bedet-sound-healer-mark-stephen-pooler
    16 min. 54 sec.
Interviews with Industry Innovators and Trendsetters sharing proven strategies to help you build a better life right now.
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