Tim Corrigan, Owner of the Health Plan Superstore Interviewed on Influential Entrepreneurs Podcast

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Tim Corrigan discusses how his insurance agency specializes in Medicare and Health Insurance Solutions. Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-tim-corrigan-owner-of-the-health-plan-superstore/ Corrigan explained, “The Insurance Health Plan Superstore is an independent insurance agency specializing in Medicare and Health Insurance Solutions. We work with the major insurance companies so we can offer our clients appropriate coverage for them. Our clients are located across Ohio, giving us a great feel for the insurance landscape. We design plans with a focus on low costs and proper benefit structure, which…

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Susie Carder Announces 4-Day Challenge-Taking Business to the Next Level

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By the end of this Challenge, attendees will be able to scale their business & have the tools and systems to do so. If this sounds intriguing, this is the 4-day Challenge that cannot be missed. Susie Carder only hosts this free event 2x a year. Carder commented, “I feel this topic is so important because scalability is about capacity and capability. Does your business have the capacity to grow? Will your business systems, infrastructure, and team be able to accommodate your growth? Growing a multimillion-dollar business can be challenging.…

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Todd Smith, CFP®, ChFC®, CTM®, CLTCTM President & CEO of Level 5 Financial – Discussing the Family Office Client Experience, Interviewed on Influential Entrepreneurs Podcast

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Todd Smith discusses his mission to impact and improve the financial lives of Accounting and CPA firms by maximizing their potential – both personally and professionally. Questions covered in this interview include: What is the client experience like? Who facilitates each step of the process? What is the process for this robust referral relationship? Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-todd-smith-cfp-president-ceo-of-level-5-financial-discussing-the-family-office-client-experience/ Todd explained, “The Proactive Planning Process is an entirely different experience than a traditional tax-prep revolving around deadlines and compliance; this is a year-long relationship…

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Judy Carlson, Fee-Based Fiduciary Financial Professional – Discussing the Importance of Tax Elimination Strategies Prior to Wealth Distribution, Interviewed on Influential Entrepreneurs Podcast

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Judy Carlson discusses why it is so important to understand your “lifetime” tax liability. Questions covered in this interview include: What is one of the most significant risks to the safety of our money, especially once wealth decumulation starts? Why have taxes become such a big issue in retirement? What has transpired over the past 40 years? Why are Americans paying so much in taxes during the years in which they are no longer “earning income” and even more so as they get closer and closer to life expectancy? Why…

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Judy Carlson, Fee-Based Fiduciary Financial Professional – Discussing Investments vs. Insurance for Wealth Accumulation, Interviewed on Influential Entrepreneurs Podcast

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Judy Carlson discusses how to use “Safe Money” strategies to protect families financially. Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-judy-carlson-fee-based-fiduciary-financial-professional-discussing-investments-vs-insurance-for-wealth-accumulation/ Judy explained, “It wasn’t until I had been in the financial services business for 30 years that I discovered this strategy – building wealth with cash accumulation life insurance! Most people are familiar with the “Investment” side of retirement planning, which is what most people do with their money. However, the “Insurance” or “Safe Money” side  includes multiple benefits not found on the Investment side of…

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Todd Smith, CFP®, ChFC®, CTM®, CLTCTM President & CEO of Level 5 Financial – Discussing How He Serves CPAs With a Family Office Ecosystem, on Business Podcast

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Todd Smith discusses his mission to impact and improve the financial lives of others by maximizing their potential – both personally and professionally. Questions covered in this interview include: What is a family office? How can it improve an accountant’s business? How does it improve client service? Why is the referral model outdated? Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-todd-smith-cfp-president-ceo-of-level-5-financial-discussing-how-he-serves-cpas-with-a-family-office-ecosystem/ Todd explained that: “We provide the people, processes, back-office systems, compliance, and expertise so our Accountants and CPAs can focus on working with clients and growing…

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Sreedhar Donthula Broker/Owner REALTOR® with Metro Brokers Donthula Realty, Interviewed on The Colorado Real Estate Leaders Podcast

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Sreedhar Donthula discusses his passion for Real Estate and homes. Listen to the interview on the Business Innovators Radio Network:  https://businessinnovatorsradio.com/interview-with-sreedhar-donthula-broker-owner-realtor-with-metro-brokers-donthula-realty/  Sreedhar explained: “The smile on my clients’ faces when they find a great home and at a great price is all I need to propel my engine of being a realtor. I get the best satisfaction when my client is truly happy with the sale or purchase. With my Indian background and strong family values, I fully understand the needs of a family and what it means to make…

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