Episodes

  • Leslie Inman and Roxanne Jones with Retirement Voices

    Leslie Inman and Roxanne Jones with Retirement Voices
    Dec 10 2020
    Leslie Inman is a savvy marketing and sales professional who held senior management positions in the corporate, higher education and nonprofit sectors, with in-between gigs as a solopreneur. She's a serial retiree--having retired three times--and has a deep understanding of the joys and challenges of post-work life. Roxanne Jones is an award-winning freelance writer specializing […] The post Leslie Inman and Roxanne Jones with Retirement Voices appeared first on Business RadioX ®.
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    Less than 1 minute
  • Eric Rodriguez with WealthBuilders

    Eric Rodriguez with WealthBuilders
    Nov 17 2020
    Eric Rodriguez was born and raised in San Jose, CA. He graduated from San Jose State University and earned his Personal Financial Planning Certificate from UCLA. He founded WealthBuilders, LLC, in 2017. Eric is a CERTIFIED FINANCIAL PLANNER and is a member of XYPN Planning Network, Financial Planning Association and the National Association of Personal […] The post Eric Rodriguez with WealthBuilders appeared first on Business RadioX ®.
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    Less than 1 minute
  • Anthony Calabrese with Beacon Wealth

    Anthony Calabrese with Beacon Wealth
    Nov 9 2020
    Anthony M. Calabrese, CFP®, PPC , CPFA , Partner and Senior VP with Beacon Wealth, has been a LPL Registered Representative since 2005 and has since had extensive experience within the Financial Services Industry. The love for financial success and the passion for delivering financial advice started at a fairly young age for Anthony. Growing up in […] The post Anthony Calabrese with Beacon Wealth appeared first on Business RadioX ®.
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    Less than 1 minute
  • John Smallwood with Smallwood Wealth Management

    John Smallwood with Smallwood Wealth Management
    Sep 24 2020
    John L. Smallwood is President of Smallwood Wealth Management and affiliated companies. A CERTIFIED FINANCIAL PLANNER professional, provides investment consulting and financial plan design for corporate executives, entrepreneurs, and professionals. John’s strength lies in his ability and commitment to continually improve the level and quality of the planning process. It is his objective to provide […] The post John Smallwood with Smallwood Wealth Management appeared first on Business RadioX ®.
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  • Todd Tresidder with Financial Mentor

    Todd Tresidder with Financial Mentor
    Sep 24 2020
    Todd Tresidder graduated from the University of California at Davis with a B.A. in economics and a passion for creating successful businesses. A serial entrepreneur since childhood, Todd went on to build his own wealth as a hedge fund investment manager before “retiring” at 35 to teach others. Today, he provides advanced investment and retirement […] The post Todd Tresidder with Financial Mentor appeared first on Business RadioX ®.
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  • Retirement Tips Radio: Bob Kaye with Retirement Planning Associates

    Retirement Tips Radio: Bob Kaye with Retirement Planning Associates
    Sep 24 2020
    Bob Kaye is a Personal Wealth Manager who specializes in working with professionals in relation to their retirement benefit plans. He helps individuals and their families transition into retirement and guides them toward achieving financial security. He does this by working with their own advisors as well as his own team of experts. He limits […] The post Retirement Tips Radio: Bob Kaye with Retirement Planning Associates appeared first on Business RadioX ®.
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  • Brian Allen with Pension Consultants

    Brian Allen with Pension Consultants
    Sep 24 2020
    Brian Allen is CEO of Pension Consultants, Inc. Pension Consultants operates with the purpose of improving the financial security of American workers. Each element of our business, from the structure of our teams to the plan management we provide our clients, is designed to give fiduciaries confidence that they're providing their employees with a good […] The post Brian Allen with Pension Consultants appeared first on Business RadioX ®.
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  • Retirement Tips Radio: Jeff Gitterman with Gitterman Wealth Management

    Retirement Tips Radio: Jeff Gitterman with Gitterman Wealth Management
    Sep 21 2020
    Jeff Gitterman is a co-founding partner of Gitterman Wealth Management, and a thought leader in the Sustainable, ESG, and Impact Investing field. He is the creator of his firm's SMART (Sustainability Metrics Applied to Risk Tolerance)® Investing Services, which offer investment opportunities for individual clients, as well as research and investing services for other financial […] The post Retirement Tips Radio: Jeff Gitterman with Gitterman Wealth Management appeared first on Business RadioX ®.
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    Less than 1 minute