Episodios

  • Interview with Allen Masri, Founder of Safe Money Income & Insurance, Discussing Achieving Peace of Mind in Retirement
    Jul 23 2025
    Allen Masri’s wife, and 2 children have called sunny South Florida home for 55 years. As a federal employee benefits consultant and previous host of the Safe Money Income Retirement radio show, Allen is a financial educator who has helped people from all walks of life to be well prepared for their retirement years. Allen has made it his mission to educate retirees and those nearing retirement to achieve a secure financial future by protecting their hard-earned money from losses, fees, and inflation. Not one of his clients has ever lost a penny due to market downturns.

    Learn more: https://safemoneyforincome.com/

    Disclaimer: This material is for educational purposes only and not meant for any financial or tax advice

    Influential Entrepreneurs with Mike Saunders
    https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

    Source: https://businessinnovatorsradio.com/interview-with-allen-masri-founder-of-safe-money-income-insurance-discussing-achieving-peace-of-mind-in-retirement
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    7 m
  • Interview with Paul Castner w/C & K Healthcare Advisors- Building Life Insurance Practices That Last
    Jul 22 2025
    Paul Castner is President and Co-Founder of C & K Healthcare Advisors, one of the insurance industry’s most innovative agent-focused organizations. With extensive experience at top Medicare carriers and a passion for helping seniors navigate healthcare costs, Paul has revolutionized how insurance professionals serve their clients. Under his leadership, C & K Healthcare Advisors has grown from a regional operation to a nationally recognized organization known for its cutting-edge technology, comprehensive training systems, and unwavering commitment to agent success. Based in Pittsburgh, Pennsylvania, Paul continues to mentor agents while building the future of insurance services. His first book is set to launch on Amazon in the next few weeks.

    Learn more: http://www.ckhealthcareadvisors.com/

    Plans and products may not be available in all areas. Certain exclusions and limitations may apply.

    Our Website serves as an educational invitation for you, the customer, to inquire about further information regarding your health insurance options, and submission of your contact information constitutes as permission for a Licensed Insurance Representative to contact you with further information, including complete details on cost and coverage of this insurance. Contact will be made by a licensed insurance agent/producer or insurance company.
    We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. This is a solicitation for Insurance.
    C & K Healthcare Advisors, LLC and their agents are licensed and certified representatives of a Health and Life Insurance organization. Enrollment in any plan depends on contract renewal.

    Influential Entrepreneurs with Mike Saunders
    https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

    Source: https://businessinnovatorsradio.com/interview-with-paul-castner-w-c-k-healthcare-advisors-building-life-insurance-practices-that-last
    Más Menos
    8 m
  • Interview with Paul Castner w/ C & K Healthcare Advisors-Why Top Agents Choose C & K Healthcare Advisors for Senior Market Success
    Jul 20 2025
    Paul Castner is President and Co-Founder of C & K Healthcare Advisors, one of the insurance industry’s most innovative agent-focused organizations. With extensive experience at top Medicare carriers and a passion for helping seniors navigate healthcare costs, Paul has revolutionized how insurance professionals serve their clients. Under his leadership, C & K Healthcare Advisors has grown from a regional operation to a nationally recognized organization known for its cutting-edge technology, comprehensive training systems, and unwavering commitment to agent success. Based in Pittsburgh, Pennsylvania, Paul continues to mentor agents while building the future of insurance services. His first book is set to launch on Amazon in the next few weeks.

    Learn more: http://www.ckhealthcareadvisors.com/

    Plans and products may not be available in all areas. Certain exclusions and limitations may apply.

    Our Website serves as an educational invitation for you, the customer, to inquire about further information regarding your health insurance options, and submission of your contact information constitutes as permission for a Licensed Insurance Representative to contact you with further information, including complete details on cost and coverage of this insurance. Contact will be made by a licensed insurance agent/producer or insurance company.
    We do not offer every plan available in your area. Any information we provide is limited to those plans we do offer in your area. This is a solicitation for Insurance.

    C & K Healthcare Advisors, LLC and their agents are licensed and certified representatives of a Health and Life Insurance organization. Enrollment in any plan depends on contract renewal.

    Influential Entrepreneurs with Mike Saunders
    https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

    Source: https://businessinnovatorsradio.com/interview-with-paul-castner-w-c-k-healthcare-advisors-why-top-agents-choose-c-k-healthcare-advisors-for-senior-market-success
    Más Menos
    7 m
  • Interview with Leslie Hammock, Founder of Retire By Design Discussing Sequence of Return
    Jul 17 2025
    Leslie Hammock was born in Perry, Georgia, graduated from Stratford Academy, and later graduated from Mercer University in Macon, Georgia. He began his career with Mass Mutual. After a number of successful years, Leslie founded his own firm. Leslie has extensive personal and professional experience with an emphasis on Retirement and Estate planning strategies for professionals, business owners, and individuals working in both private and government sectors.

    Leslie has been the recipient of the National Quality Award. He is also a long-time member of the International Association of Registered Financial Consultants (RFC), a member of the National Ethics Association, and an Independent Fiduciary Investment Advisor.

    Leslie is an approved adult financial education instructor and holds classes at numerous local colleges on the subjects of Investment Planning, Retirement Planning, Social Security Maximization, Estate Planning, and many other topics.

    Leslie is dedicated to developing lasting relationships with all his clients in their wealth accumulation and preservation objectives. He takes pride in his ability to provide clear, easily understood strategies using various financial products, services, and cutting-edge analytical technology.

    Learn more: http://www.retirebydesign.com/

    Disclosure:
    Securities and investment advisory services offered through Integrity Alliance, LLC, Member SIPC. Integrity Wealth is a marketing name for Integrity Alliance, LLC. Retire By Design is not affiliated with Integrity Wealth.

    IUL Disclosure:
    Indexed Universal Life Insurance is an insurance contract that, depending on the contract, may offer a guaranteed annual interest rate and some participation growth, if any, of a stock market index. Such contracts have substantial variation in terms, costs of guarantees and features and may cap participation or returns in significant ways. Any guarantees offered are backed by the financial strength of the insurance company, not an outside entity. Investors are cautioned to carefully review an indexed universal life insurance for its features, costs, risks, and how the variables are calculated.

    SSA & SSA Max Disclosures:
    Not associated with or endorsed by the Social Security Administration, Medicare or any other government agency. Maximizing your Social Security Benefits assumes foreknowledge of your date of death. If as an example you wait to claim a higher monthly benefit amount but predecease your average life expectancy, it would have been better to claim your benefits at an earlier age with reduced benefits.

    Influential Entrepreneurs with Mike Saunders
    https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

    Source: https://businessinnovatorsradio.com/interview-with-leslie-hammock-founder-of-retire-by-design-discussing-sequence-of-return
    Más Menos
    14 m
  • Interview with Len R Martinez, Founder of LRM Retirement Discussing Planning for Retirement as a Federal Employee
    Jul 17 2025
    Len R Martinez is an Investment Advisor and a Fiduciary in Texas. Len is a fee-based planner and works primarily with clients planning for or in retirement. His goal for his clients is to replace “hopefully, we will” retirement with “we know we will” retirement. With 25 years of client relationships and success, Len focuses on educating his clients on how to plan for and pay for retirement.

    Learn more: https://lrmretirement.com/

    Disclaimer: Investment advisory and financial planning services are offered through Simplicity Wealth, LLC, an SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm, nor does it indicate that the adviser has attained a particular level of skill or ability. Insurance, Consulting and Education services offered through LRM Retirement. LRM Retirement is a separate and unaffiliated entity from Simplicity Wealth.


    Influential Entrepreneurs with Mike Saunders
    https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

    Source: https://businessinnovatorsradio.com/interview-with-len-r-martinez-founder-of-lrm-retirement-discussing-planning-for-retirement-as-a-federal-employee
    Más Menos
    7 m
  • Interview with Mike Milligan, Founder of 1 Oak Financial Discussing Results Beyond Money
    Jul 15 2025
    Mike Milligan, a Certified Financial Planning Professional, author, podcast and radio show host, and university lecturer, brings 26 years of experience to the financial planning industry. After beginning his career in large banks and insurance companies, he founded his first firm 15 years ago with the belief that “everyone is One of a Kind; and they deserve a One of a Kind Financial Plan.”

    Challenging the “One Size Fits All” approach to financial advice, which he refers to as “Retirement Déjà Vu™,” Mike developed The One of a Kind Financial Plan™. This comprehensive plan addresses taxes, retirement income, investments, long-term care, and legacy, enabling clients to live a “One of a Kind Life.” Recognizing the need for a clear retirement vision, he then created Retirement CHI™ to supplement the plan. This innovative approach focuses on community, health, and impact, further reducing stress for his clients. Mike leads a team of over 20 professionals across the United States, including Hawaii.

    Learn more: http://www.1OakFinancial.com

    The information provided is for illustrative purposes only and does not constitute investment, tax, or legal advice. Information is obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. Neither Mike Milligan nor his guests are liable for the use of information discussed. Always consult with a qualified investment, tax, or legal professional before taking any action or schedule a meeting with Mike Milligan.
    Annuity guarantees are based solely on the financial strength and claims-paying ability of the issuing company. Individuals should thoroughly review the contract for specific product features and costs. Income payments and withdrawals from deferred annuities are generally taxable as ordinary income in the year they are taken.

    Influential Entrepreneurs with Mike Saunders
    https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

    Source: https://businessinnovatorsradio.com/interview-with-mike-milligan-founder-of-1-oak-financial-discussing-results-beyond-money
    Más Menos
    7 m
  • Interview with Len R Martinez, Founder of LRM Retirement Discussing The Fear of Going Broke
    Jul 15 2025
    Len R Martinez is an Investment Advisor and a Fiduciary in Texas. Len is a fee-based planner and works primarily with clients planning for or in retirement. His goal for his clients is to replace “hopefully, we will” retirement with “we know we will” retirement. With 25 years of client relationships and success, Len focuses on educating his clients on how to plan for and pay for retirement.

    Learn more: https://lrmretirement.com/

    Disclaimer: Investment advisory and financial planning services are offered through Simplicity Wealth, LLC, an SEC-registered investment adviser. SEC registration does not constitute an endorsement of the firm, nor does it indicate that the adviser has attained a particular level of skill or ability. Insurance, Consulting and Education services offered through LRM Retirement. LRM Retirement is a separate and unaffiliated entity from Simplicity Wealth.

    Influential Entrepreneurs with Mike Saunders
    https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

    Source: https://businessinnovatorsradio.com/interview-with-len-r-martinez-founder-of-lrm-retirement-discussing-the-fear-of-going-brokehttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
    Más Menos
    7 m
  • Interview with Leslie Hammock, Founder of Retire By Design Discussing How Life Insurance Fits into Retirement
    Jul 15 2025
    Leslie Hammock was born in Perry, Georgia, graduated from Stratford Academy, and later graduated from Mercer University in Macon, Georgia. He began his career with Mass Mutual. After a number of successful years, Leslie founded his own firm. Leslie has extensive personal and professional experience with an emphasis on Retirement and Estate planning strategies for professionals, business owners, and individuals working in both private and government sectors.

    Leslie has been the recipient of the National Quality Award. He is also a long-time member of the International Association of Registered Financial Consultants (RFC), a member of the National Ethics Association, and an Independent Fiduciary Investment Advisor.

    Leslie is an approved adult financial education instructor and holds classes at numerous local colleges on the subjects of Investment Planning, Retirement Planning, Social Security Maximization, Estate Planning, and many other topics.

    Leslie is dedicated to developing lasting relationships with all his clients in their wealth accumulation and preservation objectives. He takes pride in his ability to provide clear, easily understood strategies using various financial products, services, and cutting-edge analytical technology.

    Learn more: http://www.retirebydesign.com/

    Disclosure:
    Securities and investment advisory services offered through Integrity Alliance, LLC, Member SIPC. Integrity Wealth is a marketing name for Integrity Alliance, LLC. Retire By Design is not affiliated with Integrity Wealth.

    IUL Disclosure:
    Indexed Universal Life Insurance is an insurance contract that, depending on the contract, may offer a guaranteed annual interest rate and some participation growth, if any, of a stock market index. Such contracts have substantial variation in terms, costs of guarantees and features and may cap participation or returns in significant ways. Any guarantees offered are backed by the financial strength of the insurance company, not an outside entity. Investors are cautioned to carefully review an indexed universal life insurance for its features, costs, risks, and how the variables are calculated.

    SSA & SSA Max Disclosures:
    Not associated with or endorsed by the Social Security Administration, Medicare or any other government agency. Maximizing your Social Security Benefits assumes foreknowledge of your date of death. If as an example you wait to claim a higher monthly benefit amount but predecease your average life expectancy, it would have been better to claim your benefits at an earlier age with reduced benefits.

    Influential Entrepreneurs with Mike Saunders
    https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

    Source: https://businessinnovatorsradio.com/interview-with-leslie-hammock-founder-of-retire-by-design-discussing-how-life-insurance-fits-into-retirement
    Más Menos
    19 m