Home
Categories
EXPLORE
True Crime
Comedy
Business
Society & Culture
History
Sports
Health & Fitness
About Us
Contact Us
Copyright
© 2024 PodJoint
00:00 / 00:00
Sign in

or

Don't have an account?
Sign up
Forgot password
https://is1-ssl.mzstatic.com/image/thumb/Podcasts221/v4/71/7b/cd/717bcdeb-b6a9-64de-6082-54371daea9d5/mza_7977507366003178743.jpg/600x600bb.jpg
Influential Entrepreneurs with Mike Saunders, MBA
Mike Saunders, MBA
1000 episodes
5 hours ago
Interviews with Elite Business Leaders & Experts sharing tips and strategies for elevating your business to the next level.
Show more...
Business
RSS
All content for Influential Entrepreneurs with Mike Saunders, MBA is the property of Mike Saunders, MBA and is served directly from their servers with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
Interviews with Elite Business Leaders & Experts sharing tips and strategies for elevating your business to the next level.
Show more...
Business
Episodes (20/1000)
Influential Entrepreneurs with Mike Saunders, MBA
Interview with Scott Edelman Founder of Edelman Wealth Management Group Discussing Wealth Protection
Scott is the President & 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 with his clients and within his community.

A natural teacher and mentor, Scott is a member of Strategic Coach, an entrepreneur business coaching program. He is a thought leader in the financial field and a regular speaker at conferences. Scott is also active with local charities and is on several boards.

Scott lives in Bucks County, PA, with his wife and children.

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



Edelman Wealth Management Group, Inc. Heston Hall 1790 Yardley-Langhorne Road, Suite 202 Yardley, PA 19067. 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-scott-edelman-founder-of-edelman-wealth-management-group-discussing-wealth-protection
Show more...
5 hours ago
18 minutes

Influential Entrepreneurs with Mike Saunders, MBA
Interview with Michelle Moore Founder and Retirement Specialist with Moore Family Wealth-Discussing Protecting What Matters
Michelle Moore is a licensed Health and Life Insurance Agent, educator, and former Occupational Therapist with over two decades of experience helping others thrive. After facing personal loss and financial uncertainty, she discovered the power of annuities, life insurance, estate planning, and real estate syndications to create lasting income and generational wealth.

Now, as the founder of Moore Family Wealth, Michelle empowers professionals, especially women, teachers, and caregivers, to protect what matters most and build financial security with clarity and confidence. She brings the heart of a teacher to every conversation, explaining complex concepts in simple, honest terms and creating personalized strategies for retirement, protection, and legacy.

Michelle’s mission is to help her clients retire not with fear, but with freedom knowing their money, their family, and their future are in capable, caring hands.

Learn more: https://www.moorefamilywealth.com/

Disclaimer: The content of this podcast is for informational and educational purposes only and does not constitute financial, legal, or tax advice. Michelle Moore is a licensed life and health insurance agent. Listening to or interacting with this podcast does not create an agent-client relationship. Any opinions shared are those of the host and guests and do not necessarily reflect the views of any affiliated organizations or companies. In accordance with Federal Trade Commission (FTC) guidelines, the host discloses any financial relationships or sponsorships with companies or carriers mentioned during the podcast. Listeners are encouraged to consult a qualified financial or insurance professional for personalized guidance. Arizona Department of Insurance and Financial Institutions (DIFI) requires licensed producers to comply with all advertising and disclosure standards. This podcast is intended to comply with those requirements and is for general educational purposes only.


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

Source: https://businessinnovatorsradio.com/interview-with-michelle-moore-founder-and-retirement-specialist-with-moore-family-wealth-discussing-protecting-what-matters
Show more...
5 hours ago
20 minutes

Influential Entrepreneurs with Mike Saunders, MBA
Interview with Michelle Moore Founder and Retirement Specialist with Moore Family Wealth-Discussing Building Your Retirement Paycheck
Michelle Moore is a licensed Health and Life Insurance Agent, educator, and former Occupational Therapist with over two decades of experience helping others thrive. After facing personal loss and financial uncertainty, she discovered the power of annuities, life insurance, estate planning, and real estate syndications to create lasting income and generational wealth.

Now, as the founder of Moore Family Wealth, Michelle empowers professionals, especially women, teachers, and caregivers, to protect what matters most and build financial security with clarity and confidence. She brings the heart of a teacher to every conversation, explaining complex concepts in simple, honest terms and creating personalized strategies for retirement, protection, and legacy.

Michelle’s mission is to help her clients retire not with fear, but with freedom knowing their money, their family, and their future are in capable, caring hands.

Learn more: https://www.moorefamilywealth.com/

Disclaimer: The content of this podcast is for informational and educational purposes only and does not constitute financial, legal, or tax advice.
Michelle Moore is a licensed life and health insurance agent. Listening to or interacting with this podcast does not create an agent-client relationship. Any opinions shared are those of the host and guests and do not necessarily reflect the views of any affiliated organizations or companies. In accordance with Federal Trade Commission (FTC) guidelines, the host discloses any financial relationships or sponsorships with companies or carriers mentioned during the podcast. Listeners are encouraged to consult a qualified financial or insurance professional for personalized guidance. Arizona Department of Insurance and Financial Institutions (DIFI) requires licensed producers to comply with all advertising and disclosure standards. This podcast is intended to comply with those requirements and is for general educational purposes only.

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

Source: https://businessinnovatorsradio.com/interview-with-michelle-moore-founder-and-retirement-specialist-with-moore-family-wealth-discussing-building-your-retirement-paycheck
Show more...
5 hours ago
21 minutes

Influential Entrepreneurs with Mike Saunders, MBA
Interview with Nef El Bey with C & K Healthcare Advisors & Founder of Insured By Nef Discussing Legacy Protection
Nefertarei El Bey (Nef-er-tar-ee), a woman whose goal in life is to be integral and live a purpose-filled life. She worked in healthcare for over 23 years. Her past experiences prepared me for a variety of development and leadership. She has worn lots of hats: Insurance Claims Management, Customer Service Management, Medical Billing and Coding, Auditor for Subrogation Cases. The list goes on and on.

The commonality of all these roles is people. Everyone wants to be heard and understood. All the roles she found herself in were liaisons between the company and the people. This is how she came to know my true purpose, being a servant to man.

She is honored to be a community resource, helping individuals understand Medicare plans and final expenses. She’s a licensed agent for health and life in 13 states. She is invested in each client by educating and keeping them informed of updates.

Nefertarei is a wife, mother, grandma, sister, auntie, daughter, and most importantly, a child of God. She resides with her husband in Concord, NC. Her ideal weekend is not to have plans and do NOTHING!!! Nevertheless, when you hear her name or think of her now, she is passionate and always grateful to serve.

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

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

Source: https://businessinnovatorsradio.com/interview-with-nef-el-bey-with-c-k-healthcare-advisors-founder-of-insured-by-nef-discussing-legacy-protection
Show more...
5 hours ago
22 minutes

Influential Entrepreneurs with Mike Saunders, MBA
Interview with Nef El Bey with C & K Healthcare Advisors & Founder of Insured By Nef Discussing Empowerment Through Opportunity for Women
Nefertarei El Bey (Nef-er-tar-ee), a woman whose goal in life is to be integral and live a purpose-filled life. She worked in healthcare for over 23 years. Her past experiences prepared me for a variety of development and leadership. She has worn lots of hats: Insurance Claims Management, Customer Service Management, Medical Billing and Coding, Auditor for Subrogation Cases. The list goes on and on.

The commonality of all these roles is people. Everyone wants to be heard and understood. All the roles she found herself in were liaisons between the company and the people. This is how she came to know my true purpose, being a servant to man.

She is honored to be a community resource, helping individuals understand Medicare plans and final expenses. She’s a licensed agent for health and life in 13 states. She is invested in each client by educating and keeping them informed of updates.

Nefertarei is a wife, mother, grandma, sister, auntie, daughter, and most importantly, a child of God. She resides with her husband in Concord, NC. Her ideal weekend is not to have plans and do NOTHING!!! Nevertheless, when you hear her name or think of her now, she is passionate and always grateful to serve.

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

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

Source: https://businessinnovatorsradio.com/interview-with-nef-el-bey-with-c-k-healthcare-advisors-founder-of-insured-by-nef-discussing-empowerment-through-opportunity-for-women-everywhere
Show more...
2 days ago
21 minutes

Influential Entrepreneurs with Mike Saunders, MBA
Interview with Michelle Moore Founder and Retirement Specialist with Moore Family Wealth-Discussing The Retirement Mindset
Michelle Moore is a licensed Health and Life Insurance Agent, educator, and former Occupational Therapist with over two decades of experience helping others thrive. After facing personal loss and financial uncertainty, she discovered the power of annuities, life insurance, estate planning, and real estate syndications to create lasting income and generational wealth.

Now, as the founder of Moore Family Wealth, Michelle empowers professionals, especially women, teachers, and caregivers, to protect what matters most and build financial security with clarity and confidence. She brings the heart of a teacher to every conversation, explaining complex concepts in simple, honest terms and creating personalized strategies for retirement, protection, and legacy.

Michelle’s mission is to help her clients retire not with fear, but with freedom knowing their money, their family, and their future are in capable, caring hands.

Learn more: https://www.moorefamilywealth.com/

Disclaimer: The content of this podcast is for informational and educational purposes only and does not constitute financial, legal, or tax advice. Michelle Moore is a licensed life and health insurance agent. Listening to or interacting with this podcast does not create an agent-client relationship. Any opinions shared are those of the host and guests and do not necessarily reflect the views of any affiliated organizations or companies. In accordance with Federal Trade Commission (FTC) guidelines, the host discloses any financial relationships or sponsorships with companies or carriers mentioned during the podcast. Listeners are encouraged to consult a qualified financial or insurance professional for personalized guidance. Arizona Department of Insurance and Financial Institutions (DIFI) requires licensed producers to comply with all advertising and disclosure standards. This podcast is intended to comply with those requirements and is for general educational purposes only.

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

Source: https://businessinnovatorsradio.com/interview-with-michelle-moore-founder-and-retirement-specialist-with-moore-family-wealth-discussing-the-retirement-mindset
Show more...
2 days ago
21 minutes

Influential Entrepreneurs with Mike Saunders, MBA
Interview with Scott Edelman Founder of Edelman Wealth Management Group Discussing Guaranteed Income
Scott is the President & 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 with his clients and within his community.

A natural teacher and mentor, Scott is a member of Strategic Coach, an entrepreneur business coaching program. He is a thought leader in the financial field and a regular speaker at conferences. Scott is also active with local charities and is on several boards.

Scott lives in Bucks County, PA with his wife and children.

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

Edelman Wealth Management Group, Inc. Heston Hall 1790 Yardley-Langhorne Road, Suite 202 Yardley, PA 19067. 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-scott-edelman-founder-of-edelman-wealth-management-group-discussing-guaranteed-income
Show more...
2 days ago
21 minutes

Influential Entrepreneurs with Mike Saunders, MBA
Interview with Nef El Bey with C & K Healthcare Advisors & Founder of Insured By Nef Discussing Asset Management for the Working Class
Nefertarei El Bey (Nef-er-tar-ee), a woman whose goal in life is to be integral and live a purpose-filled life. She worked in healthcare for over 23 years. Her past experiences prepared me for a variety of development and leadership. She has worn lots of hats: Insurance Claims Management, Customer Service Management, Medical Billing and Coding, Auditor for Subrogation Cases. The list goes on and on.

The commonality of all these roles is people. Everyone wants to be heard and understood. All the roles she found herself in were liaisons between the company and the people. This is how she came to know my true purpose, being a servant to man.

She is honored to be a community resource, helping individuals understand Medicare plans and final expenses. She’s a licensed agent for health and life in 13 states. She is invested in each client by educating and keeping them informed of updates.

Nefertarei is a wife, mother, grandma, sister, auntie, daughter, and most importantly, a child of God. She resides with her husband in Concord, NC. Her ideal weekend is not to have plans and do NOTHING!!! Nevertheless, when you hear her name or think of her now, she is passionate and always grateful to serve.

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

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

Source: https://businessinnovatorsradio.com/interview-with-nef-el-bey-with-c-k-healthcare-advisors-founder-of-insured-by-nef-discussing-asset-management-for-the-working-class
Show more...
4 days ago
20 minutes

Influential Entrepreneurs with Mike Saunders, MBA
Interview with Scott Edelman Founder of Edelman Wealth Management Group Discussing Risks of Retirement
Scott is the President & 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 with his clients and within his community.

A natural teacher and mentor, Scott is a member of Strategic Coach, an entrepreneur business coaching program. He is a thought leader in the financial field and a regular speaker at conferences. Scott is also active with local charities and is on several boards.

Scott lives in Bucks County, PA with his wife and children.

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



Edelman Wealth Management Group, Inc. Heston Hall 1790 Yardley-Langhorne Road, Suite 202 Yardley, PA 19067. 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-scott-edelman-founder-of-edelman-wealth-management-group-discussing-risks-of-retirement
Show more...
4 days ago
24 minutes

Influential Entrepreneurs with Mike Saunders, MBA
Interview with Tyson Ray Co-founder and CEO of FORM Wealth Advisors
For over 25 years, Tyson Ray has sat in the same seat many entrepreneurs find themselves in today: running a successful business, serving clients at the highest level, and facing the question of what comes next.

As co-founder and CEO of FORM Wealth Advisors, Tyson has led through market cycles, built a multigenerational team, acquired firms, and guided clients through every kind of transition. He spent years focused on everyone else’s future until he realized his own succession plan wasn’t where it needed to be.

That moment became the foundation for the SPACE Framework™ (See, Prepare, Act, Commit, Exit), which Tyson shares in his latest book Total Succession. Built for advisors who care deeply about their clients, their teams, and the legacy they leave behind, it offers a clear path to exit with confidence and full compensation.

Tyson holds advanced credentials from the Yale School of Management and the Business Enterprise Institute, along with his CFP®, CIMA®, and CExP® designations. His work has earned national recognition, including:

• Barron’s Top 1,200 Advisors (2021–2024)
• Forbes Best-in-State Wealth Advisor (2018–2024)
• AdvisorHub Top 150 Advisors to Watch Under $1B (2024)
• Chairman’s Council Advisor (2005–2024)

Beyond the business, Tyson is co-founder of Children’s World Impact, a nonprofit providing global humanitarian aid. His leadership there has been recognized with the Invest in Others Global Community Impact Award and REP. Magazine’s Advisor with a Heart.

Learn more: http://totalsuccession.com/

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

Source: https://businessinnovatorsradio.com/interview-with-tyson-ray-co-founder-and-ceo-of-form-wealth-advisors
Show more...
1 week ago
20 minutes

Influential Entrepreneurs with Mike Saunders, MBA
Interview with Christopher Volk Author of The Value Equation
Chris is the rare threepeat CEO. He has taken three outperforming companies public on the New York Stock Exchange, two of which he personally conceived and co-founded. By the time he stepped down from the third of these companies in 2021, he and his team had built the company’s market value to just north of $10 billion and counted as their largest shareholder Warren Buffett’s Berkshire Hathaway. And when he stepped away, he didn’t step back. He leaned in, writing the first book on how companies create wealth called “The Value Equation: A Business Guide to Wealth Creation for Entrepreneurs, Leaders and Investors.” Most multimillionaires achieve their wealth through the ownership of equity in one or more businesses and Chris wanted to show how this happens and lay out the characteristics of the best businesses. And now, Chris is embarking on a video series to further spread the word. His first two videos dropped on his YouTube Channel in October and you can expect two a month over the next year. For sure, if you aspire to be a multimillionaire, you need to understand some business basics because that’s the best worn path to being in this club. And Chris’ aim is to make this club less exclusive.

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

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

Source: https://businessinnovatorsradio.com/interview-with-christopher-volk-author-of-the-value-equation
Show more...
1 week ago
19 minutes

Influential Entrepreneurs with Mike Saunders, MBA
Interview with Fred Moss Speaker | Consultant | Mental Health Coach
Dr. Fred Moss is a renowned mental health advocate, keynote speaker, and psychiatrist with a passion for helping people find their authentic selves. As the founder of the Welcome to Humanity movement and True Voice Mastermind, Dr. Fred’s work is centered on the power of communication to heal and connect people. He is the author of “Creative 8 – Healing Through Creativity and Self-Expression” and “Find Your True Voice!” and has written numerous articles for Psychology Today. Dr. Fred’s most recent work includes the “True Voice Course,” which helps people rediscover their voice and share their message with the world, and “Healing the Healer,” a virtual course and mastermind designed to support transitioning healers.

Learn more: http://drfred360.com/

Influential Entrepreneurs with Mike Saunders

https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/interview-with-fred-moss-speaker-consultant-mental-health-coach
Show more...
3 weeks ago
21 minutes

Influential Entrepreneurs with Mike Saunders, MBA
Interview with Chris Dixon with Oxford Advisory Group Discussing Taxes & Estate Plans
Chris Dixon is the Co-Founder of Oxford Advisory Group. He is responsible for the company vision and business strategy. Chris focuses on tax-efficient strategies for retirees and advanced tax planning.

Chris received his Bachelor of Science. He graduated with Political Science Honors. He also studied through Harvard Business School and received his certificate in Sustainable Business Strategy.

He is a Registered Financial Consultant focused on helping retirees develop tax-efficient strategies and income planning. He is also responsible for securing banking relationships with some of the top banks on Wall Street.

Christopher is a speaker at the firm’s informational seminars on Taxes in Retirement and Social Security. Christopher regularly trains other advisors from around the country on tax strategies for retirees.

He is the co-host of Reinventing Retirement TV on ABC 10, NBC 8 and Fox 13. Reinventing Retirement Radio on WFLA 93.1, Chris is the co-author of Total Tax Free Retirement book. He has authored articles in Newsmax Finance and also been featured in Yahoo! News Nasdaq, and US News. Chris sits on the board of the Advent Health Foundation.

Learn More: https://oxfordadvisorygroup.com/

This is prepared for informational purposes only. It does not address specific investment objectives, or the financial situation, and the particular needs of any person who may receive this report. The information herein was obtained from various sources. Oxford Advisory Group does not guarantee the accuracy or completeness of information provided by third parties. The information in this report is given as of the date indicated and is believed to be reliable. Oxford Advisory Group assumes no obligation to update this information or to advise on further developments relating to it.

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

Source: https://businessinnovatorsradio.com/interview-with-chris-dixon-with-oxford-advisory-group-discussing-taxes-estate-plans
Show more...
3 weeks ago
12 minutes

Influential Entrepreneurs with Mike Saunders, MBA
Interview with Samuel J Dixon with Oxford Advisory Group Discussing RMDs & Retirement Plans
Samuel J. Dixon, RFC Co-Founder/ Managing Partner

As a managing partner of Oxford Advisory Group, Samuel J. Dixon is focused on retirement planning, IRA legacy planning and investments for retirees, executives and small-business owners. He routinely offers educational classes on taxes in retirement and developing a steady and reliable retirement plan.

Samuel, with his expertise as a RFC, also contributes articles that are featured in financial publications such as Kiplinger Financial, Newsmax, and The Street.

Samuel has passed the Series 65 securities exam and also holds his insurance licenses in Florida and South Carolina. Samuel graduated from the College of Business at Florida State University with a degree in risk management and insurance with a focus in financial planning and wealth management.

Samuel and his wife, Katie, are raising their three children, Clark, Callan, and Elowen. Samuel also enjoys coaching Clark in sports. He teaches youth at his church and enjoys boating on Lake Butler with his family.

Learn More: https://oxfordadvisorygroup.com/

This is prepared for informational purposes only. It does not address specific investment objectives, or the financial situation, and the particular needs of any person who may receive this report. The information herein was obtained from various sources. Oxford Advisory Group does not guarantee the accuracy or completeness of information provided by third parties. The information in this report is given as of the date indicated and is believed to be reliable. Oxford Advisory Group assumes no obligation to update this information or to advise on further developments relating to it.

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

Source: https://businessinnovatorsradio.com/interview-with-samuel-j-dixon-with-oxford-advisory-group-discussing-rmds-retirement-plans
Show more...
3 weeks ago
22 minutes

Influential Entrepreneurs with Mike Saunders, MBA
Interview with Jordan Mangaliman, Fiduciary Retirement Advisor & Founder of GoldLine Wealth Management Discussing Building a Retirement Pl
Jordan is a second-generation Fiduciary Retirement Advisor and has dedicated the last 15 years to educating his clients on how to build and protect the assets they have worked so hard to accumulate. His family has now been serving clients for over 45 years and has helped over 1,200 families across the nation, spanning from Hawaii to New York. His diverse base of clients entrust him with their financial well-being, and he proudly owns a record free of any consumer complaints. This is a direct result of the core values at GoldLine Financial. This expansive industry experience has allowed their team to provide sound advice to their clients during both bull and bear / recession markets.

He earned his Bachelor’s Degree in Finance at UC Riverside. Personal finance, market trends, investment strategy, and wealth preservation is what drives Jordan’s hunger for knowledge which he shares with his clients and incorporates regularly into his practice. Jordan’s family has been a pioneer in the Christian-Catholic Ministries in Los Angeles for over 35 years. At a young age he was involved with his church’s ministry which planted the seed for his leadership positions today.

“As a Fiduciary Advisor, our clients trust us because we have a track record of putting their needs first at all times. My job is to foster a relationship of trust, both legally and ethically. Our expansive industry knowledge, experience during up and down markets, research, and world-class service is what forges our lifelong relationships with our clients. Our tenets of full transparency and a high level of communication are the pillars of trust that we build with our clients and the multitude of financial institutions we work with. Many of our clients have become like family and we could not be more grateful for them.”

Learn more: https://goldlinewealthmanagement.com/

Advisory services provided through CoreCap Advisors, LLC. GoldLine Wealth Management and CoreCap Advisors are separate and unaffiliated entities. Securities trades are not accepted through email, voicemail, or fax. Please contact your representative at the number listed above to place any securities trades. This e-mail message and any attachments are solely for the confidential use of the intended recipient. If you are not the intended recipient, notify us immediately by return e-mail and promptly delete this message and any attachments from your computer.

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

Source: https://businessinnovatorsradio.com/interview-with-jordan-mangaliman-fiduciary-retirement-advisor-founder-of-goldline-wealth-management-discussing-building-a-retirement-plan-you-can-depend-on
Show more...
4 weeks ago
22 minutes

Influential Entrepreneurs with Mike Saunders, MBA
Interview with Mark Turner (AIF) on Tax Planning
Mark has been helping individuals retire with confidence for over two decades. He is a passionate professional with a rich history of providing safe growth and advanced income strategies to help make sure his clients have an income they can’t outlive. Working with top estate planning attorneys, Mark assists his clients with life insurance and long-term care planning alternatives to ensure legacy preservation for loved ones.

Mark has been in the insurance business since 2000 and has held a Series 65 securities license since 1999. In 2018, Mark founded Wealth Management Strategies Financial Services LLC, an investment advisory and retirement solutions firm. Mark is also an Accredited Investment Fiduciary (AIF), which he earned by demonstrating knowledge of ethical behaviors that follow a fiduciary duty to his clients.
Mark attended California State University at Northridge with a major in business management and a minor in marketing.

Learn more: https://www.wmsretirementsolutions.com/

Investments offered through WMS Financial Services LLC, a California registered investment adviser. AKA “WMSFS”. CRD 291291 8820 E. Foxhollow Drive Anaheim, CA 92808. Insurance products and services are offered through Wealth Management Strategies, an affiliated company. Mark D. Turner, Insurance License #0759815 Wealth Management Strategies, 751 S. Weir Canyon Rd. Ste 157-610 Anaheim, CA 92808 (714) 912-4906. IRS CIRCULAR 230 DISCLOSURE. To ensure compliance with requirements imposed by the IRS, we inform you that any US federal tax advice contained in this communication is not intended or written to be used and cannot be used for the purpose of (a) avoiding penalties under the Internal Revenue Code or (b) promoting, marketing or recommending to another party any transaction or matter addressed herein.

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

Source: https://businessinnovatorsradio.com/interview-with-mark-turner-aif-on-tax-planning
Show more...
4 weeks ago
18 minutes

Influential Entrepreneurs with Mike Saunders, MBA
Interview with Jordan Mangaliman, Fiduciary Retirement Advisor & Founder of GoldLine Wealth Management Discussing Trust and Transparency i
Jordan is a second-generation Fiduciary Retirement Advisor and has dedicated the last 15 years to educating his clients on how to build and protect the assets they have worked so hard to accumulate. His family has now been serving clients for over 45 years and has helped over 1,200 families across the nation, spanning from Hawaii to New York. His diverse base of clients entrust him with their financial well-being, and he proudly owns a record free of any consumer complaints. This is a direct result of the core values at GoldLine Financial. This expansive industry experience has allowed their team to provide sound advice to their clients during both bull and bear / recession markets.

He earned his Bachelor’s Degree in Finance at UC Riverside. Personal finance, market trends, investment strategy, and wealth preservation is what drives Jordan’s hunger for knowledge which he shares with his clients and incorporates regularly into his practice. Jordan’s family has been a pioneer in the Christian-Catholic Ministries in Los Angeles for over 35 years. At a young age he was involved with his church’s ministry which planted the seed for his leadership positions today.

“As a Fiduciary Advisor, our clients trust us because we have a track record of putting their needs first at all times. My job is to foster a relationship of trust, both legally and ethically. Our expansive industry knowledge, experience during up and down markets, research, and world-class service is what forges our lifelong relationships with our clients. Our tenets of full transparency and a high level of communication are the pillars of trust that we build with our clients and the multitude of financial institutions we work with. Many of our clients have become like family and we could not be more grateful for them.”

Learn more: https://goldlinewealthmanagement.com/

Advisory services provided through CoreCap Advisors, LLC. GoldLine Wealth Management and CoreCap Advisors are separate and unaffiliated entities. Securities trades are not accepted through email, voicemail, or fax. Please contact your representative at the number listed above to place any securities trades. This e-mail message and any attachments are solely for the confidential use of the intended recipient. If you are not the intended recipient, notify us immediately by return e-mail and promptly delete this message and any attachments from your computer.

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

Source: https://businessinnovatorsradio.com/interview-with-jordan-mangaliman-fiduciary-retirement-advisor-founder-of-goldline-wealth-management-discussing-trust-and-transparency-in-retirement-planning
Show more...
4 weeks ago
20 minutes

Influential Entrepreneurs with Mike Saunders, MBA
Interview with Pri Cosentino Founder & Financial Advisor at Fern Prosperity Discussing Maintaining Lifestyle and Legacy in Retirement
Priscila “Pri” Cosentino is the Founder and Financial Advisor at Fern Prosperity, an advisory firm dedicated to helping individuals pursue their financial goals through integrated planning strategies and personal development. With over a decade of professional experience in finance, advertising, events, and retail across Brazil and the United States, Pri brings a holistic perspective to financial planning and personal growth.

Pri was mentored for more than ten years by an experienced financial advisor, during which time she developed the WISE Method™—a planning framework based on Wisdom, Insight, Strategy, and Enjoyment. This approach is designed to help clients consider how to align their financial decisions with their values and long-term vision.

Pri holds a degree from the University of Central Florida (UCF) and an MBA in Neuroscience and Human Behavior from UniF. Her education combines financial planning with behavioral science, which supports her work in helping clients make informed decisions about money, life, and legacy.

As an Advisor, Pri applies the W.I.S.E. Planning™ methodology when building personalized strategies that may address areas such as income planning, tax considerations, estate and legacy planning, and personal development. She works with a diverse and global clientele, offering services in English, Portuguese, German, and Spanish.

Pri is also an author and speaker who shares insights on financial planning and personal development. Her professional philosophy emphasizes clarity, a client-first focus, and values-based planning.

Outside of her professional work, Pri is a committed learner, traveler, and cultural enthusiast. She enjoys fitness, thoughtful conversations about business and purpose, and is the proud dog mom of Tish, Weiße, Pkna, and Traya.

Learn More: https://pricosentino.com/

Fern Prosperity, LLC and Pri Cosentino are not affiliated with the Social Security Administration or any government agency. This content is intended strictly for educational purposes and should not be construed as individualized investment advice. Any decisions related to Social Security, retirement, or financial planning should be made in the context of a comprehensive plan and in consultation with a qualified advisor. Investment advisory services are offered through Virtue Capital Management, LLC (VCM), a registered investment advisor. Fern Prosperity, LLC and VCM are independent entities. Investing involves risk, including the potential loss of principal. Past performance is not indicative of future results, and no investment strategy can guarantee a profit or protect against loss during periods of market decline. None of the information presented shall constitute an offer to sell or a solicitation of an offer to buy any security or insurance product. References to protection benefits or reliable income streams relate exclusively to fixed insurance products and not to securities or investment advisory services. Annuity guarantees are subject to the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products and may be subject to fees, surrender charges, and holding periods, which vary by insurance carrier. Annuities are not FDIC-insured. Information and opinions provided by third parties have been obtained from sources believed to be reliable, but Fern Prosperity, LLC makes no representation as to their accuracy or completeness. Content is provided for informational purposes only and should not be the sole basis for any financial decision, nor should it be interpreted as advice tailored to the specific needs of an individual’s situation. Third-party ratings, awards, or recognitions are not guarantees of future investment success and should not be construed as endorsements of Pri Cosentino or Fern...
Show more...
1 month ago
19 minutes

Influential Entrepreneurs with Mike Saunders, MBA
Mark Turner (AIF) on Retirement Accumulation vs Distribution
Mark has been helping individuals retire with confidence for over two decades. He is a passionate professional with a rich history of providing safe growth and advanced income strategies to help make sure his clients have an income they can’t outlive. Working with top estate planning attorneys, Mark assists his clients with life insurance and long-term care planning alternatives to ensure legacy preservation for loved ones.

Mark has been in the insurance business since 2000 and has held a Series 65 securities license since 1999. In 2018, Mark founded Wealth Management Strategies Financial Services LLC, an investment advisory and retirement solutions firm. Mark is also an Accredited Investment Fiduciary (AIF), which he earned by demonstrating knowledge of ethical behaviors that follow a fiduciary duty to his clients.

Mark attended California State University at Northridge with a major in business management and a minor in marketing.

Learn more: https://www.wmsretirementsolutions.com/

Investments offered through WMS Financial Services LLC, a California registered investment adviser. AKA “WMSFS”. CRD 291291 8820 E. Foxhollow Drive Anaheim, CA 92808. Insurance products and services are offered through Wealth Management Strategies, an affiliated company. Mark D. Turner, Insurance License #0759815 Wealth Management Strategies, 751 S. Weir Canyon Rd. Ste 157-610 Anaheim, CA 92808 (714) 912-4906. IRS CIRCULAR 230 DISCLOSURE To ensure compliance with requirements imposed by the IRS, we inform you that any US federal tax advice contained in this communication is not intended or written to be used and cannot be used for the purpose of (a) avoiding penalties under the Internal Revenue Code or (b) promoting, marketing or recommending to another party any transaction or matter addressed herein.


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

Source: https://businessinnovatorsradio.com/interview-with-mark-turner-president-of-wealth-management-strategies-discussing-retirement-accumulation-vs-distribution
Show more...
1 month ago
17 minutes

Influential Entrepreneurs with Mike Saunders, MBA
Interview with Jordan Mangaliman, Fiduciary Retirement Advisor & Founder of GoldLine Wealth Management Discussing the Transition into Reti
Jordan is a second-generation Fiduciary Retirement Advisor and has dedicated the last 15 years to educating his clients on how to build and protect the assets they have worked so hard to accumulate. His family has now been serving clients for over 45 years and has helped over 1,200 families across the nation, spanning from Hawaii to New York. His diverse base of clients entrust him with their financial well-being, and he proudly owns a record free of any consumer complaints. This is a direct result of the core values at GoldLine Financial. This expansive industry experience has allowed their team to provide sound advice to their clients during both bull and bear / recession markets.

He earned his Bachelor’s Degree in Finance at UC Riverside. Personal finance, market trends, investment strategy, and wealth preservation is what drives Jordan’s hunger for knowledge, which he shares with his clients and incorporates regularly into his practice. Jordan’s family has been a pioneer in the Christian-Catholic Ministries in Los Angeles for over 35 years. At a young age, he was involved with his church’s ministry, which planted the seed for his leadership positions today.

“As a Fiduciary Advisor, our clients trust us because we have a track record of putting their needs first at all times. My job is to foster a relationship of trust, both legally and ethically. Our expansive industry knowledge, experience during up and down markets, research, and world-class service is what forges our lifelong relationships with our clients. Our tenets of full transparency and a high level of communication are the pillars of trust that we build with our clients and the multitude of financial institutions we work with. Many of our clients have become like family, and we could not be more grateful for them.”

Learn more: https://goldlinewealthmanagement.com/

Advisory services provided through CoreCap Advisors, LLC. GoldLine Wealth Management and CoreCap Advisors are separate and unaffiliated entities. Securities trades are not accepted through email, voicemail, or fax. Please contact your representative at the number listed above to place any securities trades. This e-mail message and any attachments are solely for the confidential use of the intended recipient. If you are not the intended recipient, notify us immediately by return e-mail and promptly delete this message and any attachments from your computer.

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

Source: https://businessinnovatorsradio.com/interview-with-jordan-mangaliman-fiduciary-retirement-advisor-founder-of-goldline-wealth-management-discussing-the-transition-into-retirement
Show more...
1 month ago
22 minutes

Influential Entrepreneurs with Mike Saunders, MBA
Interviews with Elite Business Leaders & Experts sharing tips and strategies for elevating your business to the next level.