Episodios

  • Interview with Bill Wilson President of Wilson Financial Group Discussing How to Get To and Through Retirement

    Interview with Bill Wilson President of Wilson Financial Group Discussing How to Get To and Through Retirement
    Dec 9 2025
    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
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    20 m
  • Interview with James Kroshus President of Treasure Valley Retirement Shield Discussing Long Term Care

    Interview with James Kroshus President of Treasure Valley Retirement Shield Discussing Long Term Care
    Dec 8 2025
    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
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    18 m
  • Interview with James Kroshus President of Treasure Valley Retirement Shield Discussing Long Term Care & Estate Planning

    Interview with James Kroshus President of Treasure Valley Retirement Shield Discussing Long Term Care & Estate Planning
    Dec 5 2025
    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
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    19 m
  • Interview with James Kroshus President of Treasure Valley Retirement Shield Discussing Achieving Financial Peace of Mind

    Interview with James Kroshus President of Treasure Valley Retirement Shield Discussing Achieving Financial Peace of Mind
    Dec 5 2025
    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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    20 m
  • Jeffrey Condren, CFP®, Senior Vice President & Wealth Advisor with Mesirow Wealth Management

    Jeffrey Condren, CFP®, Senior Vice President & Wealth Advisor with Mesirow Wealth Management
    Dec 3 2025
    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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    20 m
  • Interview with Jared Hatch, Founder of TruSolace and Spa Accelerator

    Interview with Jared Hatch, Founder of TruSolace and Spa Accelerator
    Dec 1 2025
    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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    28 m
  • Interview with Curtis Cottle, Founder of SBC Financial Discussing Market Risk & the Sequence of Returns Trap

    Interview with Curtis Cottle, Founder of SBC Financial Discussing Market Risk & the Sequence of Returns Trap
    Nov 25 2025
    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
    Más Menos
    16 m
  • Interview with Curtis Cottle, Founder of SBC Financial Discussing Taxes Eating Up IRAs and 401(k)s

    Interview with Curtis Cottle, Founder of SBC Financial Discussing Taxes Eating Up IRAs and 401(k)s
    Nov 25 2025
    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
    Más Menos
    20 m