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

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

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

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

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

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

Sheryl J. Moore is president and CEO of Moore Market Intelligence and Wink, Inc.. She is also the founder and creator of several competitive intelligence tools, including Wink’s AnnuitySpecs and LifeSpecs tools as well as Wink’s Sales & Market Report and Wink’s Index Intelligence Report.

Moore Market Intelligence specializes in providing competitive intelligence tools to the insurance industry, particularly the life insurance and annuity markets. Ms. Moore provides competitive intelligence, market research, product development, consulting services, and insight to select financial services companies. She has authored books on indexed products, and her articles are featured in dozens of industry trade publications. She works closely with regulators and legislators in the insurance market.

She has a degree in Political Science from Grand View University and holds numerous designations in the field of insurance services. Neither Sheryl J. Moore nor Moore Market Intelligence sells or endorses any financial services products.

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

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

Source: https://businessinnovatorsradio.com/sheryl-j-moore-is-president-and-ceo-of-moore-market-intelligence-and-wink-inc

John has lived in this business for a while, 30 years fighting the Wall Street battle! Born and raised in beautiful Michigan with a close family that he loves and cherishes. They spend a great deal of time together travelling and love visiting their family cottage in up north of Michigan. One of his truly favorite spots is mystical Mackinaw Island. Being an avid animal lover and protector, he will soon provide a sanctuary for animals that need love and a safe home. This will be in memory of my “ex-partner” and beloved friend, Bambi, whom he rescued and went everywhere with me in my travels. In my business model, John works in many states but primarily the Michigan and Ohio areas, fighting for his students and clients from the stock market insanity.
“Emotions run the market,” and I have learned from all those emotions from all my students through the years!

Learn More: https://www.safeestate.net/

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

Source: https://businessinnovatorsradio.com/interview-with-john-badalamenti-founder-ceo-of-safe-estate-discussing-long-term-care

John has lived in this business for a while, 30 years fighting the Wall Street battle! Born and raised in beautiful Michigan with a close family that he loves and cherishes. They spend a great deal of time together travelling and love visiting their family cottage in up north of Michigan. One of his truly favorite spots is mystical Mackinaw Island. Being an avid animal lover and protector, he will soon provide a sanctuary for animals that need love and a safe home. This will be in memory of my “ex-partner” and beloved friend, Bambi, whom he rescued and went everywhere with me in my travels. In my business model, John works in many states but primarily the Michigan and Ohio areas, fighting for his students and clients from the stock market insanity.

“Emotions run the market,” and I have learned from all those emotions from all my students through the years!

Learn More: https://www.safeestate.net/

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

Source: https://businessinnovatorsradio.com/interview-with-john-badalamenti-founder-ceo-of-safe-estate-discussing-market-volatility-investor-behavior

Dr. Muhamad Aly Rifai is a highly respected internist and psychiatrist serving the Greater Lehigh Valley, Pennsylvania. As the CEO and Chief Psychiatrist and Internist of Blue Mountain Psychiatry, he leads with expertise and dedication to mental health and internal medicine. He also holds the distinguished title of Lehigh Valley Endowed Chair of Addiction Medicine, further solidifying his authority in the field.

Dr. Rifai is Board Certified in multiple specialties, including Internal Medicine, Psychiatry, Addiction Medicine, and Psychosomatic Medicine, demonstrating his extensive knowledge and commitment to comprehensive patient care. His professional achievements have earned him recognition as a Fellow of the American College of Physicians, the Academy of Psychosomatic Medicine, and the American Psychiatric Association. Additionally, he has served as the President of the Lehigh Valley Psychiatric Society, contributing significantly to the advancement of psychiatric practice in the region.

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

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

Source: https://businessinnovatorsradio.com/interview-with-dr-muhamad-aly-rifai-ceo-chief-psychiatrist-and-internist-of-blue-mountain-psychiatry

John has lived in this business for a while, 30 years fighting the Wall Street battle! Born and raised in beautiful Michigan with a close family that he loves and cherishes. They spend a great deal of time together travelling and love visiting their family cottage in up north of Michigan. One of his truly favorite spots is mystical Mackinaw Island. Being an avid animal lover and protector, he will soon provide a sanctuary for animals that need love and a safe home. This will be in memory of my “ex-partner” and beloved friend Bambi, whom he rescued and went everywhere with me in my travels. In my business model, John works in many states but primarily the Michigan and Ohio areas fighting for his students and clients from the stock market insanity.

“Emotions run the market” and I have learned from all those emotions from all my students through the years!

Learn More: https://www.safeestate.net/

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

Source: https://businessinnovatorsradio.com/interview-with-john-badalamenti-founder-ceo-of-safe-estate-discussing-running-out-of-income-the-domino-effect

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

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

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

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

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

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

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

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

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