Episodios

  • Interview with Scott Edelman Founder of Edelman Wealth Management Group Discussing Wealth Protection

    Interview with Scott Edelman Founder of Edelman Wealth Management Group Discussing Wealth Protection
    Nov 7 2025
    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
    Más Menos
    18 m
  • Interview with Michelle Moore Founder and Retirement Specialist with Moore Family Wealth-Discussing Protecting What Matters

    Interview with Michelle Moore Founder and Retirement Specialist with Moore Family Wealth-Discussing Protecting What Matters
    Nov 7 2025
    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
    Más Menos
    21 m
  • Interview with Michelle Moore Founder and Retirement Specialist with Moore Family Wealth-Discussing Building Your Retirement Paycheck

    Interview with Michelle Moore Founder and Retirement Specialist with Moore Family Wealth-Discussing Building Your Retirement Paycheck
    Nov 7 2025
    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
    Más Menos
    22 m
  • Interview with Nef El Bey with C & K Healthcare Advisors & Founder of Insured By Nef Discussing Legacy Protection

    Interview with Nef El Bey with C & K Healthcare Advisors & Founder of Insured By Nef Discussing Legacy Protection
    Nov 7 2025
    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
    Más Menos
    22 m
  • Interview with Nef El Bey with C & K Healthcare Advisors & Founder of Insured By Nef Discussing Empowerment Through Opportunity for Women

    Interview with Nef El Bey with C & K Healthcare Advisors & Founder of Insured By Nef Discussing Empowerment Through Opportunity for Women
    Nov 5 2025
    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
    Más Menos
    21 m
  • Interview with Michelle Moore Founder and Retirement Specialist with Moore Family Wealth-Discussing The Retirement Mindset

    Interview with Michelle Moore Founder and Retirement Specialist with Moore Family Wealth-Discussing The Retirement Mindset
    Nov 5 2025
    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
    Más Menos
    21 m
  • Interview with Scott Edelman Founder of Edelman Wealth Management Group Discussing Guaranteed Income

    Interview with Scott Edelman Founder of Edelman Wealth Management Group Discussing Guaranteed Income
    Nov 5 2025
    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
    Más Menos
    22 m
  • Interview with Nef El Bey with C & K Healthcare Advisors & Founder of Insured By Nef Discussing Asset Management for the Working Class

    Interview with Nef El Bey with C & K Healthcare Advisors & Founder of Insured By Nef Discussing Asset Management for the Working Class
    Nov 3 2025
    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
    Más Menos
    20 m