Business Innovators Radio

Rexford is president of Keats Group LLC, a comprehensive financial advisory firm. He works with successful families and family businesses to implement effective income planning, tax planning, and asset protection solutions that are administratively practical. He manages our service relationships with specialists for complex tax and estate planning, business transitions, and company retirement benefit planning.He writes and speaks on various succession and compensation planning topics for professionals and business owners. He is the lead author of InBusiness™, which features topics of planning interest to Private Clients.Mr. Cattanach has served on community boards and other leadership roles in the Twin Cities, including the Board of Directors of Lakeview Health, a sole corporate member of HealthPartners health system, where he was chair of the physician and executive compensation committee, a member of the finance committee and the ad hoc committee overseeing the Lakeview Health integration with HealthPartner

Chris is a CPA/retirement strategist/basketball coach/husband/father!He has been assisting clients with tax and retirement income strategies for over 25 years, he loves what he does and wants to assist as many people as possible.Learn More: https://innovatemyplan.com/Past performance is not a guarantee of future performance. All strategy recommendations must be associated with a full review of a client’s personal situation.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-chris-patterson-retirement-income-strategist-discussing-tax-risk

Leo is a multi-faceted entrepreneur, podcaster, coach, and mentor with a profound commitment to empowering others. As the founder of Behaviors of NYC LLC and Alpha Force LLC, Leo’s journey began in Brazil, where his humble beginnings instilled in him a relentless drive to succeed. Growing up in New York City, Leo pursued his passion for IT networking, gaining invaluable experience working with prominent billionaire families. This exposure to elite business practices and leadership skills set the foundation for his entrepreneurial ventures.Behaviors of NYC LLC, co-owned with his wife, is a pioneering therapy agency specializing in in-home and in-school behavioral therapy for children with autism. Over the past six years, the agency has established itself as a cornerstone of the New York City community, collaborating with the Department of Education to provide essential support to children and families. Leo’s dedication to improving lives extends beyond his therapy agency; through Alpha Force LLC, he offers a t

Jamal Ahmed, dubbed the “King of Data Protection” by the BBC, is a renowned global expert and passionate advocate for data privacy rights. With a pragmatic approach, he helps governments, SMEs and multinational corporations achieve compliance with privacy regulations through easy-to-implement solutions. He is a trusted media commentator and appears regularly on BBC News, ITV News and Sky News. His writing has also been featured in numerous globally renowned publications such as The Independent, The Guardian, Foreign Policy and Euronews.https://kazient.co.uk/Source: https://businessinnovatorsradio.com/jamal-ahmed-king-of-data-protection-mark-stephen-pooler

Paul Castner started out his path in the insurance industry by working at one of the Nation’s Top Medicare carriers. He began in the broker services department, under strong leadership who encouraged him to always pursue learning and trusting his skill set. From there he joined their sales team and had some of the best in class mentors along the way who not only strengthened his knowledge of the insurance products but also the importance it was to the population it served. C & K Healthcare Advisors was developed by Paul Castner and Mike Killmeyer based out of Pittsburgh Pennsylvania, with the concept of giving back to the generations that have come before them. What started out as an agency that only serviced Pennsylvania, Ohio, and West Virginia rapidly grew to now servicing the entire United States. Our agents live and work in your communities and we strive to be the face of comfort and trust. Our pledge to you is that we will always do our best to inform you of the options that fit your needs, lifestyl

Leo is a multi-faceted entrepreneur, podcaster, coach, and mentor with a profound commitment to empowering others. As the founder of Behaviors of NYC LLC and Alpha Force LLC, Leo’s journey began in Brazil, where his humble beginnings instilled in him a relentless drive to succeed. Growing up in New York City, Leo pursued his passion for IT networking, gaining invaluable experience working with prominent billionaire families. This exposure to elite business practices and leadership skills set the foundation for his entrepreneurial ventures.Behaviors of NYC LLC, co-owned with his wife, is a pioneering therapy agency specializing in in-home and in-school behavioral therapy for children with autism. Over the past six years, the agency has established itself as a cornerstone of the New York City community, collaborating with the Department of Education to provide essential support to children and families. Leo’s dedication to improving lives extends beyond his therapy agency; through Alpha Force LLC, he offers a t

Leo is a multi-faceted entrepreneur, podcaster, coach, and mentor with a profound commitment to empowering others. As the founder of Behaviors of NYC LLC and Alpha Force LLC, Leo’s journey began in Brazil, where his humble beginnings instilled in him a relentless drive to succeed. Growing up in New York City, Leo pursued his passion for IT networking, gaining invaluable experience working with prominent billionaire families. This exposure to elite business practices and leadership skills set the foundation for his entrepreneurial ventures.Behaviors of NYC LLC, co-owned with his wife, is a pioneering therapy agency specializing in in-home and in-school behavioral therapy for children with autism. Over the past six years, the agency has established itself as a cornerstone of the New York City community, collaborating with the Department of Education to provide essential support to children and families. Leo’s dedication to improving lives extends beyond his therapy agency; through Alpha Force LLC, he offers a t

Chris is a CPA/retirement strategist/basketball coach/husband/father!He has been assisting clients with tax and retirement income strategies for over 25 years. He loves what he does and wants to assist as many people as possible.Learn More: https://innovatemyplan.com/Past performance is not a guarantee of future performance. All strategy recommendations must be associated with a full review of a client’s personal situation.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-chris-patterson-retirement-income-strategist-discussing-sequence-of-returns-risk

Alfonzo Alexander aka Fonz is a best-selling author, speaker and serial entrepreneur who has been in business for over 30 years. He founded a successful building service company and was top in sales for 3 years in a row. Alfonzo is passionate about living a healthy, fit and prosperous life so he can bless his family and leave a legacy. For the last 15 years he has been in the medical industry supporting Doctor’s in providing the highest quality products and services to their patients. Alfonzo is an avid traveler who loves to visit exotic destinations, scuba dive, kite board, play golf, and drive fast cars.Learn More: https://alfonzo360.com/alfonzo-alexanderInfluential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-alfonzo-alexander-medical-education-specialist

Rexford is president of Keats Group LLC, a comprehensive financial advisory firm. He works with successful families and family businesses to implement effective income planning, tax planning, and asset protection solutions that are administratively practical. He manages our service relationships with specialists for complex tax and estate planning, business transitions, and company retirement benefit planning.He writes and speaks on various succession and compensation planning topics for professionals and business owners. He is the lead author of InBusiness™, which features topics of planning interest to Private Clients.Mr. Cattanach has served on community boards and other leadership roles in the Twin Cities, including the Board of Directors of Lakeview Health, a sole corporate member of HealthPartners health system, where he was chair of the physician and executive compensation committee, a member of the finance committee and the ad hoc committee overseeing the Lakeview Health integration with HealthPartner

With over 20 years of experience in financial services, I have focused for the last 12 years on providing retirement planning services. Our approach is guided by the golden rule of treating others as we would like to be treated. We prioritize understanding the needs of our clients before seeking to be understood.Learn More: https://www.smartbenefitgroupllc.com/The following concepts have been simplified; however, each individual has a distinct situation and should, therefore, consult a tax preparer about how the concepts will impact their tax outcome.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-david-smart-ceo-of-smart-benefit-group-discussing-ensuring-a-lifetime-income

Bill has been in the financial services industry for over 20 years. His goal has been and remains to help his clients achieve their retirement goals, protect and grow their assets. Whether it is to leave a TAX FREE legacy TO THEIR LOVED ONE’S or to provide an income for life FOR THEMSELF AND THEIR SPOUSE. He takes pride in helping achieve people’s specific outcome.He is licensed in approximately 20 states and has protected over 250 Million Dollars in Assets. Unlike the bigger agencies he can provide a more personal level of attention and care. He looks forward to seeing you.Learn More: https://www.mcdowell-agency.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-bill-mcdowell-president-of-the-mcdowell-agency-discussing-roth-conversions

With over 20 years of experience in financial services, I have focused for the last 12 years on providing retirement planning services. Our approach is guided by the golden rule of treating others as we would like to be treated. We prioritize understanding the needs of our clients before seeking to be understood.Learn More: https://www.smartbenefitgroupllc.com/The following concepts have been simplified; however, each individual has a distinct situation and should, therefore, consult a tax preparer about how the concepts will impact their tax outcome.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-david-smart-ceo-of-smart-benefit-group-discussing-transitioning-from-accumulation-to-distribution-mindset

As the Safe Money Coach, he has been helping individuals, families, and business owners BULLETT Proof their assets through Safe and Tax Efficient Strategies since 2003. He grew up in Massachusetts where he attained two Associate degrees in Business Marketing and Business Management. He currently lives in Montgomery County, Maryland with my two daughters ages 11 and 17. He currently specializes in Optimal Income Strategies, that assures his clients pay less in income taxes while providing a Guaranteed Income streams for Life. His Social Security Income Strategies provide a way for my clients to clearly envision their Retirement from the first to their last day. He is a Certified Financial Educator (CFED) and a member of the National Ethics Association as well as the National Association of Insurance and Financial Advisors (NAIFA).Learn More: https://wealthywayfinancial.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https:

Paul Castner started out his path in the insurance industry by working at one of the Nation’s Top Medicare carriers. He began in the broker services department, under strong leadership who encouraged him to always pursue learning and trusting his skill set. From there he joined their sales team and had some of the best in class mentors along the way who not only strengthened his knowledge of the insurance products but also the importance it was to the population it served. C & K Healthcare Advisors was developed by Paul Castner and Mike Killmeyer based out of Pittsburgh Pennsylvania, with the concept of giving back to the generations that have came before them. What started out as an agency that only serviced Pennsylvania, Ohio, and West Virginia rapidly grew to now servicing the entire United States. Our agents live and work in your communities and we strive to be the face of comfort and trust. Our pledge to you is that we will always do our best to inform you of the options that fit your needs, lifestyl

Luke is a value-added consultant for Medicare, Life Insurance, Annuities, and Ancillary products lines.With a 15-year background in the Senior Healthcare field, Luke has helped thousands of seniors and continues to be a guide today for thousands more.Learn more: https://olininsuranceadvisors.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-luke-harrison-with-olin-associates-discussing-life-insurance

As the Safe Money Coach, he has been helping individuals, families, and business owners BULLETT Proof their assets through Safe and Tax Efficient Strategies since 2003. He grew up in Massachusetts where he attained two Associate degrees in Business Marketing and Business Management. Maurice currently lives in Montgomery County, Maryland with my two daughters ages 11 and 17. He currently specializes in Optimal Income Strategies, which assures his clients pay less in income taxes while providing Guaranteed Income streams for Life. His Social Security Income Strategies provide a way for my clients to clearly envision their Retirement from the first to their last day. He is a Certified Financial Educator (CFED) and a member of the National Ethics Association as well as the National Association of Insurance and Financial Advisors (NAIFA).Learn More: https://wealthywayfinancial.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: ht

Bill has been in the financial services industry for over 20 years. His goal has been and remains to help his clients achieve their retirement goals, and protect and grow their assets. Whether it is to leave a TAX FREE legacy TO THEIR LOVED ONE’S or to provide an income for life FOR THEMSELF AND THEIR SPOUSE. They take pride in helping achieve your specific outcome.He is licensed in approximately 20 states and has protected over 250 Million Dollars in Assets. Unlike the bigger agencies, they can provide a more personal level of attention and care. He looks forward to seeing you.Learn More: https://www.mcdowell-agency.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-bill-mcdowell-president-of-the-mcdowell-agency-discussing-guaranteed-income

As the Safe Money Coach I have been helping individuals, families, and business owners BULLETT Proof their assets through Safe and Tax Efficient Strategies since 2003. I grew up in Massachusetts where I attained two Associate degrees in Business Marketing and Business Management. I currently live in Montgomery County, Maryland with my two daughters ages 11 and 17. I currently specialize in Optimal Income Strategies, that assures my clients pay less in income taxes while providing a Guaranteed Income streams for Life. My Social Security Income Strategies provide a way for my clients to clearly envision their Retirement from the first to their last day. I am a Certified Financial Educator (CFED) and a member of the National Ethics Association as well as the National Association of Insurance and Financial Advisors (NAIFA).Learn More: https://wealthywayfinancial.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://business

Luke is a value-added consultant for Medicare, Life Insurance, Annuities, and Ancillary products lines.With a 15-year background in the Senior Healthcare field, Luke has helped thousands of seniors and continues to be a guide today for thousands more.Learn more: https://olininsuranceadvisors.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-luke-harrisonhttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/