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Influential Entrepreneurs with Mike Saunders, MBA
Mike Saunders, MBA
1000 episodes
2 days ago
Interviews with Elite Business Leaders & Experts sharing tips and strategies for elevating your business to the next level.
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Business
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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.
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Business
Episodes (20/1000)
Influential Entrepreneurs with Mike Saunders, MBA
Interview with Greg DuPont, Founder of Advocate Wealth Solutions Discussing Coordinating Financial, Tax, and Estate Decisions
Greg DuPont is an estate planning attorney, comprehensive financial advisor, and entrepreneur dedicated to helping families protect what matters most—while making confident, informed decisions about their future.

As the founder of DuPont Law Group and a leader behind The Wealth Solutions Network and Advocate Wealth Solutions, Greg works with individuals and families who want more than documents or disconnected financial advice. His work focuses on clarity, protection, and long-term stewardship—helping clients reduce financial loss, avoid unnecessary conflict, and align their wealth with the lives they actually want to live.

Greg is known for taking complex legal and financial topics and translating them into clear, practical guidance. His approach is intentionally different: instead of selling products or pushing pre-packaged solutions, he leads with education, diagnosis, and trust. Clients often describe him as calm, strategic, and deeply invested in helping them think clearly before acting.

Over the course of his career, Greg has advised thousands of families on estate planning, wealth protection, retirement strategy, and legacy design. His work emphasizes proactive planning—addressing risks before they become crises—and helping clients make decisions today that still make sense decades from now.

At the center of Greg’s philosophy is a simple belief: good planning isn’t about money—it’s about people, responsibility, and peace of mind. Whether working with young families, business owners, or retirees, his goal is the same: to replace uncertainty with confidence and help families move forward with intention.

Greg lives and works by a mission to impact one million families by protecting legacies, reducing avoidable financial loss, and elevating the way people experience planning. When he’s not working with clients or building new initiatives, he is focused on teaching, mentoring advisors, and creating systems that make high-quality planning more accessible and human.

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

The information provided by Greg DuPont is intended for general informational and educational purposes only and does not constitute legal, tax, investment, or financial advice. Nothing discussed should be relied upon as a substitute for individualized advice from qualified legal, tax, or financial professionals. All planning strategies and concepts are general in nature and may not be suitable for every individual or situation.

Any references to financial strategies, investments, or planning concepts are not intended as a recommendation, solicitation, or offer to buy or sell any securities or financial products. Advisory services are offered only pursuant to an advisory agreement and where permitted by law. Past performance is not indicative of future results.
Participation in this content does not create an attorney-client or advisor-client relationship. Outcomes depend on individual circumstances, applicable laws, and market conditions, which are subject to change.


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

Source: https://businessinnovatorsradio.com/interview-with-greg-dupont-founder-of-advocate-wealth-solutions-discussing-coordinating-financial-tax-and-estate-decisions
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3 days ago
28 minutes

Influential Entrepreneurs with Mike Saunders, MBA
Interview with Pri Cosentino Founder & Financial Advisor at Fern Prosperity Discussing The New Rules of Money
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...
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4 days ago
18 minutes

Influential Entrepreneurs with Mike Saunders, MBA
Interview with Patrick Cotter, Founder of Cotter Financial Group Discussing Navigating Uncertainty in Retirement
Cotter Financial Group, LLC. is a community-based concierge-level retirement planning firm helping pre-retirees and retirees in the most critical phase of retirement known as the Retirement Red Zone. 10 years before and after retirement. They are a lifestyle-based planning firm. They do incorporate the numbers aspect while helping families and individuals plan for maximum enjoyment in retirement, while keeping in mind your values, relationships, and, more importantly, how people wish to spend their precious time. So whether they are in retirement, on the verge of or just starting to prepare, they will help get you ready for what matters most and take action with more confidence. Focus areas are:
  • Retirement Income Planning – safe, predictable, and guaranteed
  • Legacy Planning – maximize to whom and what is left to heirs
  • Wealth Transfer – tax-efficient transfer strategies
  • Estate Planning – Wills, Trusts, and Asset Protection
  • Social Security Optimization – claiming strategy guidance
  • Wealth Management – safe and tax-efficient strategies for inflation risk

Learn More: www.cotterfinancialgroup.com

Cotter Financial Group, LLC and Kinetic Investment Management, Inc. are two separate entities. Insurance products and services are offered and sold through individually licensed and appointed agents in all appropriate jurisdictions under Cotter Financial Group, LLC. Investment Advisory Services are offered through Kinetic Investment Management, Inc., a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.

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

Source: https://businessinnovatorsradio.com/interview-with-patrick-cotter-founder-of-cotter-financial-group-discussing-navigating-uncertainty-in-retirement
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2 weeks ago
19 minutes

Influential Entrepreneurs with Mike Saunders, MBA
Interview with Patrick Cotter, Founder of Cotter Financial Group Discussing Emotional Well-being in Retirement
Cotter Financial Group, LLC. is a community-based concierge-level retirement planning firm helping pre-retirees and retirees in the most critical phase of retirement known as the Retirement Red Zone. 10 years before and after retirement. They are a lifestyle-based planning firm. They do incorporate the numbers aspect while helping families and individuals plan for maximum enjoyment in retirement, while keeping in mind your values, relationships, and, more importantly, how people wish to spend their precious time. So whether they are in retirement, on the verge of or just starting to prepare, they will help get you ready for what matters most and take action with more confidence. Focus areas are:
  • Retirement Income Planning – safe, predictable, and guaranteed
  • Legacy Planning – maximize to whom and what is left to heirs
  • Wealth Transfer – tax-efficient transfer strategies
  • Estate Planning – Wills, Trusts, and Asset Protection
  • Social Security Optimization – claiming strategy guidance
  • Wealth Management – safe and tax-efficient strategies for inflation risk
Learn More: www.cotterfinancialgroup.com

Cotter Financial Group, LLC and Kinetic Investment Management, Inc. are two separate entities. Insurance products and services are offered and sold through individually licensed and appointed agents in all appropriate jurisdictions under Cotter Financial Group, LLC. Investment Advisory Services are offered through Kinetic Investment Management, Inc., a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.

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

Source: https://businessinnovatorsradio.com/interview-with-patrick-cotter-founder-of-cotter-financial-group-discussing-emotional-well-being-in-retirement
Show more...
2 weeks ago
27 minutes

Influential Entrepreneurs with Mike Saunders, MBA
Interview with Patrick Cotter, Founder of Cotter Financial Group Discussing Proactive Retirement Planning
Cotter Financial Group, LLC. is a community-based concierge-level retirement planning firm helping pre-retirees and retirees in the most critical phase of retirement known as the Retirement Red Zone. 10 years before and after retirement. They are a lifestyle-based planning firm. They do incorporate the numbers aspect while helping families and individuals plan for maximum enjoyment in retirement, while keeping in mind your values, relationships, and more importantly, how people wish to spend their precious time. So whether they are in retirement, on the verge of or just starting to prepare, they will help get people ready for what matters most and take action with more confidence. Focus areas are:
  • Retirement Income Planning – safe, predictable, and guaranteed
  • Legacy Planning – maximize to whom and what is left to heirs
  • Wealth Transfer – tax-efficient transfer strategies
  • Estate Planning – Wills, Trusts and Asset Protection
  • Social Security Optimization – claiming strategy guidance
  • Wealth Management – safe and tax-efficient strategies for inflation risk
Learn More: www.cotterfinancialgroup.com

Cotter Financial Group, LLC and Kinetic Investment Management, Inc. are two separate entities. Insurance products and services are offered and sold through individually licensed and appointed agents in all appropriate jurisdictions under Cotter Financial Group, LLC. Investment Advisory Services are offered through Kinetic Investment Management, Inc., a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.

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

Source: https://businessinnovatorsradio.com/interview-with-patrick-cotter-founder-of-cotter-financial-group-discussing-proactive-retirement-planning
Show more...
2 weeks ago
23 minutes

Influential Entrepreneurs with Mike Saunders, MBA
Interview with Ben Golden President of Golden Tax Relief
Ben Golden is a speaker, author, serial entrepreneur, and elite tax strategist with over 25 years of experience in tax planning and resolution. Ben has been featured in the Top 100 Entrepreneurs, Forbes, and The Wall Street Journal. His firms have earned national recognition, including 2 time Top 400 Fastest Growing Companies with Inc. 500 and several BBB awards. Ben is a state wrestling champion, a Top-ranking all-American flag football referee, and a loving husband and father who supports business owners in reducing taxes, protecting wealth, and building a lasting legacy. Ben is most passionate about serving the community and giving back.

Learn More: https://goldentaxrelief.com/ + http://bengolden360.com/



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

Source: https://businessinnovatorsradio.com/interview-with-ben-golden-president-of-golden-tax-relief
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3 weeks ago
22 minutes

Influential Entrepreneurs with Mike Saunders, MBA
Interview with Bill Wilson President of Wilson Financial Group Discussing Estate Planning
Wilson Financial Group focuses on helping people keep what they work hard for when it comes to their retirement. It’s about how you get from where you are right now to where you want to be. It is about achieving your personal financial goals and enabling you to enjoy the fruits of your labors without having to worry if tomorrow will be a good or bad day in the markets. It is important to plot your path, have a plan for how to get there and get the right advice along the way. “We Help Clients Get to Retirement and Through Retirement.”

Learn more: https://wilsonfinancialgrp.com/

No Rendering of Advice. The information contained is provided for informational purposes only and is not intended to substitute for obtaining accounting, tax, or financial advice from a professional accountant.

Presentation of the information via the Internet is not intended to create, and receipt does not constitute, an accountant-client relationship. Internet subscribers, users and online readers are advised not to act upon this information without seeking the service of a professional accountant. Any U.S. federal tax advice contained in this website is not intended to be used for the purpose of avoiding penalties under U.S. federal tax law.

While we use reasonable efforts to furnish accurate and up-to-date information, we do not warrant that any information contained in or made available through this website is accurate, complete, reliable, current or error-free. We assume no liability or responsibility for any errors or omissions in the content of this website or such other materials or communications.

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

Source: https://businessinnovatorsradio.com/interview-with-bill-wilson-president-of-wilson-financial-group-discussing-estate-planning
Show more...
1 month ago
18 minutes

Influential Entrepreneurs with Mike Saunders, MBA
Interview with Bill Wilson President of Wilson Financial Group Discussing Guaranteed Income
Wilson Financial Group focuses on helping people keep what they work hard for when it comes to their retirement. It’s about how you get from where you are right now to where you want to be. It is about achieving your personal financial goals and enabling you to enjoy the fruits of your labors without having to worry if tomorrow will be a good or bad day in the markets. It is important to plot your path, have a plan for how to get there and get the right advice along the way. “We Help Clients Get to Retirement and Through Retirement.”

Learn More: https://wilsonfinancialgrp.com/

No Rendering of Advice. The information contained is provided for informational purposes only and is not intended to substitute for obtaining accounting, tax, or financial advice from a professional accountant.

Presentation of the information via the Internet is not intended to create, and receipt does not constitute, an accountant-client relationship. Internet subscribers, users and online readers are advised not to act upon this information without seeking the service of a professional accountant. Any U.S. federal tax advice contained in this website is not intended to be used for the purpose of avoiding penalties under U.S. federal tax law.
While we use reasonable efforts to furnish accurate and up-to-date information, we do not warrant that any information contained in or made available through this website is accurate, complete, reliable, current or error-free. We assume no liability or responsibility for any errors or omissions in the content of this website or such other materials or communications.


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

Source: https://businessinnovatorsradio.com/interview-with-bill-wilson-president-of-wilson-financial-group-discussing-guaranteed-income
Show more...
1 month ago
20 minutes

Influential Entrepreneurs with Mike Saunders, MBA
Interview with Bill Wilson President of Wilson Financial Group Discussing How to Get To and Through Retirement
Wilson Financial Group focuses on helping people keep what they work hard for when it comes to their retirement. It’s about how you get from where you are right now to where you want to be. It is about achieving your personal financial goals and enabling you to enjoy the fruits of your labors without having to worry if tomorrow will be a good or bad day in the markets. It is important to plot your path, have a plan for how to get there, and get the right advice along the way. “We Help Clients Get to Retirement and Through Retirement.”

Learn More: https://wilsonfinancialgrp.com/

No Rendering of Advice. The information contained is provided for informational purposes only and is not intended to substitute for obtaining accounting, tax, or financial advice from a professional accountant.

Presentation of the information via the Internet is not intended to create, and receipt does not constitute, an accountant-client relationship. Internet subscribers, users and online readers are advised not to act upon this information without seeking the service of a professional accountant. Any U.S. federal tax advice contained in this website is not intended to be used for the purpose of avoiding penalties under U.S. federal tax law.

While we use reasonable efforts to furnish accurate and up-to-date information, we do not warrant that any information contained in or made available through this website is accurate, complete, reliable, current or error-free. We assume no liability or responsibility for any errors or omissions in the content of this website or such other materials or communications.

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

Source: https://businessinnovatorsradio.com/interview-with-bill-wilson-president-of-wilson-financial-group-discussing-how-to-get-to-and-through-retirement
Show more...
1 month ago
19 minutes

Influential Entrepreneurs with Mike Saunders, MBA
Interview with James Kroshus President of Treasure Valley Retirement Shield Discussing Long Term Care
James has devoted his life to assisting, clients, friends, and family by protecting their assets through insurance and estate planning. James has been in the world of finance and insurance since 1979. As James matured right along with his clients, James became painfully aware of the need that comes at the other end of rainbow, when remaining assets are passed to the next generation. His focus expanded beyond just protection and accumulation to the distribution of wealth after the passing of loved one. With over 45 years of experience James has nearly seen it all.

Learn More: tvrshield@gmail.com or call 775-233-2203


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

Source: https://businessinnovatorsradio.com/interview-with-james-kroshus-president-of-treasure-valley-retirement-shield-discussing-long-term-care
Show more...
1 month ago
17 minutes

Influential Entrepreneurs with Mike Saunders, MBA
Interview with James Kroshus President of Treasure Valley Retirement Shield Discussing Long Term Care & Estate Planning
James has devoted his life to assisting, clients, friends, and family by protecting their assets through insurance and estate planning. James has been in the world of finance and insurance since 1979. As James matured right along with his clients, James became painfully aware of the need that comes at the other end of rainbow, when remaining assets are passed to the next generation. His focus expanded beyond just protection and accumulation to the distribution of wealth after the passing of loved one. With over 45 years of experience James has nearly seen it all.

Learn More: tvrshield@gmail.com or call 775-233-2203



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

Source: https://businessinnovatorsradio.com/interview-with-james-kroshus-president-of-treasure-valley-retirement-shield-discussing-long-term-care-estate-planning
Show more...
1 month ago
19 minutes

Influential Entrepreneurs with Mike Saunders, MBA
Interview with James Kroshus President of Treasure Valley Retirement Shield Discussing Achieving Financial Peace of Mind
James has devoted his life to assisting clients, friends, and family by protecting their assets through insurance and estate planning. James has been in the world of finance and insurance since 1979. As James matured right along with his clients, James became painfully aware of the need that comes at the other end of rainbow, when remaining assets are passed to the next generation. His focus expanded beyond just protection and accumulation to the distribution of wealth after the passing of loved one. With over 45 years of experience James has nearly seen it all.

Learn More: tvrshield@gmail.com or call 775-233-2203



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

Source: https://businessinnovatorsradio.com/interview-with-james-kroshus-president-of-treasure-valley-retirement-shield-discussing-achieving-financial-peace-of-mind
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1 month ago
19 minutes

Influential Entrepreneurs with Mike Saunders, MBA
Jeffrey Condren, CFP®, Senior Vice President & Wealth Advisor with Mesirow Wealth Management
Jeffrey Condren, CFP® is a Senior Vice President and Wealth Advisor in Mesirow Wealth Management. With two decades of experience in the financial industry, Jeff has solidified his reputation as a seasoned expert in wealth management and financial planning.

Jeff joined Mesirow in 2015 and has since provided invaluable guidance to a diverse clientele, helping them navigate various economic landscapes and market fluctuations

Jeff was named to the 2024 Best-in-State Top Next-Gen Wealth Advisors ranking by Forbes. He is the Immediate Past President of the Ravinia Associates Board and recently served as a member of the Executive Board of Trustees at the Ravinia Music Festival

Jeff earned a Bachelor of Science in Finance from DePaul University and is a CERTIFIED FINANCIAL PLANNER® professional. He holds the Series 7 and 66 FINRA licenses.

Learn more: https://www.mesirow.com/capabilities/wealth-management/maniscalco-team

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

Source: https://businessinnovatorsradio.com/jeffrey-condren-cfp-senior-vice-president-wealth-advisor-with-mesirow-wealth-management
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1 month ago
20 minutes

Influential Entrepreneurs with Mike Saunders, MBA
Interview with Jared Hatch, Founder of TruSolace and Spa Accelerator
Jared Hatch is a serial entrepreneur, med spa innovator, and founder of TruSolace and Spa Accelerator. Known for blending high-performance business strategy with deep personal transformation, Jared has scaled clinics to multi-seven figures, coached providers nationwide, and built systems that turn overwhelmed practices into thriving, profitable centers of healing. A father, storyteller, and former action-sports creator, he brings a rare mix of grit, spirituality, and business mastery to every conversation.

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

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

Source: https://businessinnovatorsradio.com/interview-with-jared-hatch-founder-of-trusolace-and-spa-accelerator
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1 month ago
27 minutes

Influential Entrepreneurs with Mike Saunders, MBA
Interview with Curtis Cottle, Founder of SBC Financial Discussing Market Risk & the Sequence of Returns Trap
Curtis Cottle is a Certified Financial Fiduciary, visionary growth strategist and cofounder of one of Michigan’s fastest-scaling financial services firms. He specializes in retirement planning, estate planning, and strategic tax strategies designed to help families and business owners protect and grow their wealth.

At the core of his firm’s approach is a deep emphasis on strategic tax planning as it relates to retirement, helping clients keep more of what they’ve earned and build long-term financial confidence.

He’s the creator of the Wealth Wellness Checkup, a planning experience that uncovers hidden financial blind spots and helps people make smart, informed decisions. The firm is built to simplify complexity, bring structure to planning, and deliver personalized strategies that work in the real world.

With nearly two decades of experience, Curtis is known for cutting through the noise, building lasting relationships, and helping people create long-term security without the guesswork.

When he’s not driving growth or designing new campaigns, you’ll find him investing in his team, building partnerships, or spending time with his family, living the same values his business is built on: fun, unity, and getting things done.

Learn more: http://www.gosbc.net/

DISCLAIMER
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information. SBC Financial Advisory services are only offered to clients or prospective clients where SBC Financial and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by SBC Financial unless a client service agreement is in place.



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

Source: https://businessinnovatorsradio.com/interview-with-curtis-cottle-founder-of-sbc-financial-discussing-social-security-timing-strategy
Show more...
1 month ago
15 minutes

Influential Entrepreneurs with Mike Saunders, MBA
Interview with Curtis Cottle, Founder of SBC Financial Discussing Taxes Eating Up IRAs and 401(k)s
Curtis Cottle is a Certified Financial Fiduciary, visionary growth strategist and cofounder of one of Michigan’s fastest-scaling financial services firms. He specializes in retirement planning, estate planning, and strategic tax strategies designed to help families and business owners protect and grow their wealth.

At the core of his firm’s approach is a deep emphasis on strategic tax planning as it relates to retirement, helping clients keep more of what they’ve earned and build long-term financial confidence.

He’s the creator of the Wealth Wellness Checkup, a planning experience that uncovers hidden financial blind spots and helps people make smart, informed decisions. The firm is built to simplify complexity, bring structure to planning, and deliver personalized strategies that work in the real world.

With nearly two decades of experience, Curtis is known for cutting through the noise, building lasting relationships, and helping people create long-term security without the guesswork.

When he’s not driving growth or designing new campaigns, you’ll find him investing in his team, building partnerships, or spending time with his family, living the same values his business is built on: fun, unity, and getting things done.

Learn more: http://www.gosbc.net/

DISCLAIMER
The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information. SBC Financial Advisory services are only offered to clients or prospective clients where SBC Financial and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by SBC Financial unless a client service agreement is in place.

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

Source: https://businessinnovatorsradio.com/interview-with-curtis-cottle-founder-of-sbc-financial-discussing-taxes-eating-up-iras-and-401ks
Show more...
1 month ago
19 minutes

Influential Entrepreneurs with Mike Saunders, MBA
Interview with Curtis Cottle, Founder of SBC Financial Discussing Social Security Timing & Strategy
Curtis Cottle is a Certified Financial Fiduciary, visionary growth strategist and cofounder of one of Michigan’s fastest-scaling financial services firms. He specializes in retirement planning, estate planning, and strategic tax strategies designed to help families and business owners protect and grow their wealth.

At the core of his firm’s approach is a deep emphasis on strategic tax planning as it relates to retirement, helping clients keep more of what they’ve earned and build long-term financial confidence.

He’s the creator of the Wealth Wellness Checkup, a planning experience that uncovers hidden financial blind spots and helps people make smart, informed decisions. The firm is built to simplify complexity, bring structure to planning, and deliver personalized strategies that work in the real world.

With nearly two decades of experience, Curtis is known for cutting through the noise, building lasting relationships, and helping people create long-term security without the guesswork.

When he’s not driving growth or designing new campaigns, you’ll find him investing in his team, building partnerships, or spending time with his family, living the same values his business is built on: fun, unity, and getting things done.


Learn more: http://www.gosbc.net/



DISCLAIMER

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information. SBC Financial Advisory services are only offered to clients or prospective clients where SBC Financial and its representatives are properly licensed or exempt from licensure. This website is solely for informational purposes. Past performance is no guarantee of future returns. Investing involves risk and possible loss of principal capital. No advice may be rendered by SBC Financial unless a client service agreement is in place.


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

Source: https://businessinnovatorsradio.com/interview-with-curtis-cottle-founder-of-sbc-financial-discussing-social-security-timing-strategy
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Influential Entrepreneurs with Mike Saunders, MBA
Interview with Edwin Mays with MaysGroup Advisors Discussing Longevity Risk
Edwin Mays is a Chartered Retirement Planning Counselor-CRPC™ – Maysgroup Advisors is an independent financial services firm, specializing in helping individuals and families prepare for, plan, and live in retirement. Their approach focuses on tailored retirement planning strategies and insurance solutions to provide our clients with guaranteed lifetime income, asset protection, and achieve tax efficiencies in support of a holistic approach to their finances.

With over 30 years in the financial services industry—including leadership roles at firms like Thomson Reuters, Merrill Lynch, Smith Barney, and Transamerica—Edwin Mays brings deep institutional experience and unmatched insight to every client engagement. As a Chartered Retirement Planning Counselor™ (CRPC), Edwin specializes in designing retirement strategies that guarantee lifetime cash flow and protect against the most serious threats retirees face today: market risk, longevity, and rising costs.

At MaysGroup Advisors, Edwin’s mission is simple: replace uncertainty with strategy and give clients the confidence to retire on their terms—with income they can count on, no matter what the market does.

Learn more: https://maysgroupadvisors.com/

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

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

Source: https://businessinnovatorsradio.com/interview-with-edwin-mays-with-maysgroup-advisors-discussing-longevity-risk
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Influential Entrepreneurs with Mike Saunders, MBA
Interview with Edwin Mays with MaysGroup Advisors Discussing Sequence of Returns Risk
Edwin Mays is a Chartered Retirement Planning Counselor-CRPC™ - MaysGroup Advisors is an independent financial services firm, specializing in helping individuals and families prepare for, plan, and live in retirement. Their approach focuses on tailored retirement planning strategies and insurance solutions to provide our clients with guaranteed lifetime income, asset protection, and achieve tax efficiencies in support of a holistic approach to their finances.

With over 30 years in the financial services industry—including leadership roles at firms like Thomson Reuters, Merrill Lynch, Smith Barney, and Transamerica—Edwin Mays brings deep institutional experience and unmatched insight to every client engagement. As a Chartered Retirement Planning Counselor™ (CRPC), Edwin specializes in designing retirement strategies that guarantee lifetime cash flow and protect against the most serious threats retirees face today: market risk, longevity, and rising costs.

At MaysGroup Advisors, Edwin’s mission is simple: replace uncertainty with strategy and give clients the confidence to retire on their terms—with income they can count on, no matter what the market does.

Learn more: https://maysgroupadvisors.com/


The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.


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

Source: https://businessinnovatorsradio.com/interview-with-edwin-mays-with-maysgroup-advisors-discussing-sequence-of-returns-risk
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Influential Entrepreneurs with Mike Saunders, MBA
Interview with Edwin Mays with MaysGroup Advisors Discussing Market Risk
Edwin Mays is a Chartered Retirement Planning Counselor-CRPC™ – MaysGroup Advisors is an independent financial services firm, specializing in helping individuals and families prepare for, plan, and live in retirement. Their approach focuses on tailored retirement planning strategies and insurance solutions to provide our clients with guaranteed lifetime income, asset protection, and achieve tax efficiencies in support of a holistic approach to their finances.

With over 30 years in the financial services industry—including leadership roles at firms like Thomson Reuters, Merrill Lynch, Smith Barney, and Transamerica—Edwin Mays brings deep institutional experience and unmatched insight to every client engagement. As a Chartered Retirement Planning Counselor™ (CRPC), Edwin specializes in designing retirement strategies that guarantee lifetime cash flow and protect against the most serious threats retirees face today: market risk, longevity, and rising costs.

At MaysGroup Advisors, Edwin’s mission is simple: replace uncertainty with strategy and give clients the confidence to retire on their terms—with income they can count on, no matter what the market does.

Learn more: https://maysgroupadvisors.com/

The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security. We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

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

Source: https://businessinnovatorsradio.com/interview-with-edwin-mays-with-maysgroup-advisors-discussing-market-risk
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Influential Entrepreneurs with Mike Saunders, MBA
Interviews with Elite Business Leaders & Experts sharing tips and strategies for elevating your business to the next level.