Interviews with Industry Innovators and Trendsetters sharing proven strategies to help you build a better life right now.
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Paul Castner started out his path in the insurance industry by working at one of the Nation’s Top Medicare carriers. He began in the broker services department, under strong leadership who encouraged him to always pursue learning and trusting his skill set. From there he joined their sales team and had some of the best in class mentors along the way who not only strengthened his knowledge of the insurance products but also the importance it was to the population it served. C & K Healthcare Advisors was developed by Paul Castner and Mike Killmeyer based out of Pittsburgh Pennsylvania, wi...
Episode • 7 September 2024 • 22m and 36s
Leo is a multi-faceted entrepreneur, podcaster, coach, and mentor with a profound commitment to empowering others. As the founder of Behaviors of NYC LLC and Alpha Force LLC, Leo’s journey began in Brazil, where his humble beginnings instilled in him a relentless drive to succeed. Growing up in New York City, Leo pursued his passion for IT networking, gaining invaluable experience working with prominent billionaire families. This exposure to elite business practices and leadership skills set the foundation for his entrepreneurial ventures.
Behaviors of NYC LLC, co-owned with his wife, is a pioneering therapy agency specializing in in...
Episode • 7 September 2024 • 31m and 13s
Leo is a multi-faceted entrepreneur, podcaster, coach, and mentor with a profound commitment to empowering others. As the founder of Behaviors of NYC LLC and Alpha Force LLC, Leo’s journey began in Brazil, where his humble beginnings instilled in him a relentless drive to succeed. Growing up in New York City, Leo pursued his passion for IT networking, gaining invaluable experience working with prominent billionaire families. This exposure to elite business practices and leadership skills set the foundation for his entrepreneurial ventures.
Behaviors of NYC LLC, co-owned with his wife, is a pioneering therapy agency specializing in in...
Episode • 7 September 2024 • 38m and 5s
Chris is a CPA/retirement strategist/basketball coach/husband/father!
He has been assisting clients with tax and retirement income strategies for over 25 years. He loves what he does and wants to assist as many people as possible.
Learn More: https://innovatemyplan.com/
Past performance is not a guarantee of future performance. All strategy recommendations must be associated with a full review of a client’s personal situation.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/
Source: https://businessinnovatorsradio.com/interview-with-chris-patterson-retirement-income-strategist-discussing-sequence-of-returns-risk
Episode • 7 September 2024 • 19m and 22s
Alfonzo Alexander aka Fonz is a best-selling author, speaker and serial entrepreneur who has been in business for over 30 years. He founded a successful building service company and was top in sales for 3 years in a row. Alfonzo is passionate about living a healthy, fit and prosperous life so he can bless his family and leave a legacy. For the last 15 years he has been in the medical industry supporting Doctor’s in providing the highest quality products and services to their patients. Alfonzo is an avid traveler who loves to visit exotic destinations, scuba dive, kite board, play golf, an...
Episode • 7 September 2024 • 29m and 55s
Rexford is president of Keats Group LLC, a comprehensive financial advisory firm. He works with successful families and family businesses to implement effective income planning, tax planning, and asset protection solutions that are administratively practical. He manages our service relationships with specialists for complex tax and estate planning, business transitions, and company retirement benefit planning.
He writes and speaks on various succession and compensation planning topics for professionals and business owners. He is the lead author of InBusiness™, which features topics of planning interest to Private Clients.
Mr. Cattanach has served on community boards and other le...
Episode • 7 September 2024 • 27m and 12s
With over 20 years of experience in financial services, I have focused for the last 12 years on providing retirement planning services. Our approach is guided by the golden rule of treating others as we would like to be treated. We prioritize understanding the needs of our clients before seeking to be understood.
Learn More: https://www.smartbenefitgroupllc.com/
The following concepts have been simplified; however, each individual has a distinct situation and should, therefore, consult a tax preparer about how the concepts will impact their tax outcome.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio...
Episode • 7 September 2024 • 24m and 32s
Bill has been in the financial services industry for over 20 years. His goal has been and remains to help his clients achieve their retirement goals, protect and grow their assets. Whether it is to leave a TAX FREE legacy TO THEIR LOVED ONE’S or to provide an income for life FOR THEMSELF AND THEIR SPOUSE. He takes pride in helping achieve people’s specific outcome.
He is licensed in approximately 20 states and has protected over 250 Million Dollars in Assets. Unlike the bigger agencies he can provide a more personal level of attention and care. He looks forward to s...
Episode • 7 September 2024 • 17m and 44s
With over 20 years of experience in financial services, I have focused for the last 12 years on providing retirement planning services. Our approach is guided by the golden rule of treating others as we would like to be treated. We prioritize understanding the needs of our clients before seeking to be understood.
Learn More: https://www.smartbenefitgroupllc.com/
The following concepts have been simplified; however, each individual has a distinct situation and should, therefore, consult a tax preparer about how the concepts will impact their tax outcome.
Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio...
Episode • 5 September 2024 • 25m and 1s
As the Safe Money Coach, he has been helping individuals, families, and business owners BULLETT Proof their assets through Safe and Tax Efficient Strategies since 2003. He grew up in Massachusetts where he attained two Associate degrees in Business Marketing and Business Management. He currently lives in Montgomery County, Maryland with my two daughters ages 11 and 17. He currently specializes in Optimal Income Strategies, that assures his clients pay less in income taxes while providing a Guaranteed Income streams for Life. His Social Security Income Strategies provide a way for my clients to clearly envision their Retirement from the first to their...
Episode • 5 September 2024 • 18m and 52s
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