Business Innovators Radio

Dan entered the U.S. Navy’s Nuclear Power program after high school and upon discharge he purchased the family business which he operated for 7 years.After his father’s death, he discovered his father lost a small fortune due to bad advice from a stock broker. Dan decided to enter financial services to find out how this could happen and help others avoid it.In 2004 he completed the Certified Financial Planner coursework and in 2005 opened a Registered Investment Advisor firm.He owns both a Financial Advisor firm and a tax firm based in Lake Mary, Florida. Dan works with a Registered Investment Advisor firm that manages over $3 billion dollars and is one of the fastest-growing firms in the nation.Dan’s specialty is comprehensive retirement planning, including income planning, tax mitigation, catastrophic health care planning, Medicare, Estate Planning, and Generational Wealth.On a personal level, his proudest accomplishment was being a single father to his daughter, who is a Police Officer. He enjoys golf, hik

We believe that every dollar has a purpose and a timeline. When and how your retirement assets will be used should be understood before making important financial decisions.The Triplett-Westendorf Purpose and Timeline 5 Step Planning Process (PT5) begins with Discovery.Understanding where you are now, and then defining where you want to go (Your Purpose) and when you want to get there (Your Timeline), programs your financial GPS. Our Purpose and Timeline 5-step process (PT5) programs your financial GPS.Learn more: http://triplett-westendorf.com/ | https://mypt5.com/The 15 Minute Financial Feast Podcasthttps://businessinnovatorsradio.com/the-15-minute-financial-feast-podcast/Source: https://businessinnovatorsradio.com/episode-51-ai-and-finances-the-15-minute-financial-feast-podcast-with-mark-triplett-troy-westendorf

Dan entered the U.S. Navy’s Nuclear Power program after high school and upon discharge, he purchased the family business which he operated for 7 years.After his father’s death, he discovered his father lost a small fortune due to bad advice from a stock broker. Dan decided to enter financial services to find out how this could happen and help others avoid it.In 2004 he completed the Certified Financial Planner coursework and in 2005 opened a Registered Investment Advisor firm.He owns both a Financial Advisor firm and a tax firm based in Lake Mary, Florida. Dan works with a Registered Investment Advisor firm that manages over $3 billion dollars and is one of the fastest-growing firms in the nation.Dan’s specialty is comprehensive retirement planning, including income planning, tax mitigation, catastrophic health care planning, Medicare, Estate Planning, and Generational Wealth.On a personal level, his proudest accomplishment was being a single father to his daughter, who is a Police Officer. He enjoys golf, hi

Bryan has been a well-known Financial Professional and Educator for the Last 36+ Years! Bryan has developed a specialty working with Semi-Retired and Retired persons aged 50+. Hundreds have attended his classes on learning how to Shield their Life Savings (Assets) from all the negative issues out there that they are usually unaware of!Knowledge is Power! Education is Key! Consequently, many who have worked for small & large companies have set aside millions of dollars. Bryan helps clients ensure their savings last throughout their lifetime & create a legacy if they desire for their heirs!Learn More:https://shieldyourretirement.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-financial-professional-bryan-baysinger-discussing-hiring-a-financial-advisor

Ryan Spencer is the owner of Sharp Roofing, Real Estate and Construction in Holland, Michigan, and serves as a vocal leader in his community. In this episode, Ryan talks about his early entrepreneurial struggles, his triumphs, and his mindset along the journey toward growth…nearly doubling each year since his start 8 years ago. Ryan has been a client of Strategic Navigators for two years now, and he gives insight into his experience working with Strategic Navigators and the tax savings plan that he claims changed his life.Check out Sharp Roofing, Real Estate, and Construction at: https://www.sharppros.comNAVIGATEhttps://businessinnovatorsradio.com/navigateSource: https://businessinnovatorsradio.com/ryan-spencer-owner-of-sharp-construction

In this episode, Nina Hershberger talks with Sophie Howard, an online specialist from New Zealand, about the lucrative world of buying established online businesses. Sophie shares her expertise on how to build a business without a big budget or technical skills, making it accessible for aspiring entrepreneurs.Sophie Howard is a successful entrepreneur who sold her first online business for over a million US dollars. She now teaches thousands of students how to sell online and build their own profitable businesses. Her experience and knowledge make her a valuable resource for anyone interested in venturing into the online business world.During the interview, Sophie discusses the different types of online businesses that can be purchased, such as content sites, newsletters, and software as a service (SaaS) businesses. She also emphasizes the importance of choosing businesses that have been established for at least a year, as they have proven to be more successful and have a higher chance of ranking well on Goog

In the Financial Services Business for almost 40 years, Fred has spent his career in Banking, Insurance, Investments, Financial Planning, and Wealth Management. While most institutions look at these disciplines as competing, Fred has a deep understanding they all need to work together in his client’s financial lives.In order to have the independence needed, and the resources clients demand, he has aligned himself with CAVU Financial. What brought him to the team is their mission. Managing Partner, Blake Rawson, states the mission consists of “partnering with clients to create and deliver the best, objective, independent recommendations for their financial success”. This allows Fred to focus his talents and experience on providing holistic advice, within a “concierge-sized” practice.Throughout his career, Fred has developed a style that puts the client first. He listens to their concerns, goals, and hopes, as he attempts to understand where they are today and where they want to be tomorrow. This empathetic app

In this episode, Nina Hershberger talks with Warren Cleveland about his journey from being a commercial pilot to becoming an entrepreneur in the insurance industry. After being laid off as a pilot on September 11, 2001, Warren had to reinvent himself and find a new career path. He turned to real estate and built a successful business with his wife. However, he soon realized that he wanted something that required more technical expertise and had a larger impact. This led him to the insurance industry, where he became a broker specializing in captive insurance.Warren explains that captive insurance is a way for businesses to have more control over their insurance coverage and costs. Instead of relying on traditional insurance companies, businesses can form their own insurance company, known as a captive. This allows them to customize their coverage, manage their own claims, and potentially save on premiums.This episode is especially relevant for business owners who are looking for ways to mitigate risk and save

Kaitlyn Laney is a highly accomplished and dedicated Certified Financial Planner who has committed her life to guiding individuals and families through the intricate landscape of finance. With more than a decade of experience and a remarkable track record, she has positively impacted the lives of the families she serves by incorporating a holistic approach to wealth management.Born and raised in the vibrant Bay Area, California, Kaitlyn draws inspiration from her single mother’s unwavering determination and work ethic. Growing up as the eldest of three daughters in a single-parent household, she witnessed firsthand her mother’s remarkable efforts to provide for the family while juggling two jobs. These formative experiences instilled in Kaitlyn a deep appreciation for the value of hard work, resourcefulness, and financial responsibility.Kaitlyn pursued her academic ambitions at the prestigious W.P Carey School of Business at Arizona State University, where she excelled both in the classroom and in Athletics.

We believe that every dollar has a purpose and a timeline. When and how your retirement assets will be used should be understood before making important financial decisions.The Triplett-Westendorf Purpose and Timeline 5 Step Planning Process (PT5) begins with Discovery.Understanding where you are now, and then defining where you want to go (Your Purpose) and when you want to get there (Your Timeline), programs your financial GPS. Our Purpose and Timeline 5-step process (PT5) programs your financial GPS.Learn more: http://triplett-westendorf.com/ | https://mypt5.com/The 15 Minute Financial Feast Podcasthttps://businessinnovatorsradio.com/the-15-minute-financial-feast-podcast/Source: https://businessinnovatorsradio.com/episode-50-student-loan-payments-government-shutdown-the-15-minute-financial-feast-podcast-with-mark-triplett-troy-westendorf

CRO leading Domain’s 500-person commercial team. Stanford MBA/MA, Global Director at Google and Uber, McKinsey consultant. Worked in the U.S., Europe, Australia, and Africa.Oversaw record revenue growth at Google and Uber (e.g., multiplying cloud channel revenue into the billions as global lead) and market share/ARPU at Domain. Led large teams around the world (e.g., 300+ people at Google and 500+ at Domain across sales and technical roles). Trusted advisor, caring manager, and Stanford MBA who embraces both the strategic and operational. University of New South Wales Co-Op Scholar, Stanford Arjay Millar Scholar, and McKinsey Practice Olympics winner.Deep expertise in establishing 3-Way marketplaces: Creating outsized value for customers, win-win solutions for the partners, and engaging careers for the team.Learn more:https://www.domain.com.au/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com

Jason Woodruff founded The Pour Over as a fun side project while pursuing his MBA. Jason is now the full-time CEO & Editor in Chief of TPO, a politically neutral, Christ-centered newsletter that recently surpassed 500,000 subscribers. Tune in as Jason shares his perspective on how the news should be consumed and the relationship he believes people should have with today’s biggest stories.Subscribe to TPO:https://www.thepourover.org/There’s an old adage that says you should pay your fair share of taxes but not a penny more. We believe that to be true.We help business owners and high-income earners realize their savings by deploying time-tested tax strategies with decades of case law to back it up.Each strategy must pass through our sift of being legal, moral, and ethical.Get your complementary analysis to see how much you overpay on an annual basis. Click the link below to schedule your complimentary analysis.Learn More: https://www.stratnavinc.com/Schedule Call: https://www.navigatesni.com/NAVIGATEhttps:/

In this episode of Vegas Business Spotlight, hosts Tim Knifton and Marco Salinas sit down with Jennifer Page, the President of Champions for CASA. Jennifer shares her inspiring journey from a successful corporate career to dedicating her time and passion to helping foster children in Southern Nevada.With over 3,200 children living in foster care in the region, Jennifer sheds light on the critical need for CASA volunteers. CASA, which stands for Court Appointed Special Advocates, aims to provide a voice for abused and neglected children within the child welfare system. Jennifer explains that every child in foster care should ideally be assigned a CASA volunteer, but unfortunately, there are currently only 300 volunteers available, leaving many children underserved.Through Champions for CASA, Jennifer and her team work tirelessly to raise awareness and recruit more volunteers. They collaborate with local businesses and community partners, organize tabling events, and engage in one-on-one conversations to spread

Delroy Gill doesn’t just sell homes, he builds relationships. Born and raised in London, England he is no stranger to complex transactions and international relocation, bringing world-class service and out-of-the-box thinking to every detail of your real estate transaction. With a proven track record of multimillion-dollar sales in Denver’s top neighborhoods, nobody works harder to sell your home for the highest possible price in the least amount of time or find the next best property to perfectly suit your lifestyle.“I love the hustle, the energy, the fast pace,” says Delroy. “I’m here to eliminate confusion and create clarity. I enjoy taking the full burden of what seems to be such a huge task in the eyes of the buyer or seller and making the entire process feel easy and seamless. Educating homeowners and the joy of seeing their smiles after the transaction is what I live for.”To Delroy, luxury is an experience, not a price point. A proud Denver resident for nearly two decades, his mission is to empower cli

Gabby is a mortgage broker with over three years of experience in the mortgage industry. She comes from a family background in real estate, and her college education was focused on this field, which has helped her develop a deep understanding of the industry and a passion for assisting clients in achieving their real estate goals.Throughout Gabby’s career, She has had the opportunity to work with a variety of clients, ranging from first-time homebuyers to seasoned investors. Her expertise in mortgage lending has allowed her to guide clients through the intricate process of securing a mortgage, from pre-qualification to closing. In addition to providing exceptional service to her clients, she has also formed strong relationships with industry partners, including real estate agents, to ensure a smooth and successful transaction for all parties involved.She makes sure to stay up to date on industry trends and regulations and actively participates in multiple organizations within my community. During her free tim

Ligament Instability is a buzz term in the healthcare field that patients are bringing to our office in search of answers. Ligaments hold bones to bones in your body and as you can imagine – instability would be an issue and can result in a wide range of symptoms from achy muscles to migraines to vertigo. But are these symptoms inevitable? And is ligament instability the only culprit?Many patients are being referred to our office by other healthcare providers because our motion x-ray technology is the gold standard for identifying ligament instability in the neck. But it also shows when it isn’t instability – but immobility that is causing the problem.In this episode, Dr. Dan and Angela share what ligament instability is and what can cause it (especially in developing spines), what a lack of spinal motion means for health and how resolving one problem can impact the other. When there isn’t a clear cut reason for chronic symptoms, finding the true cause is the only way to find real relief.To learn more about t

In a sea of health care professionals, how do you find the right ones for you? What should you search for in a provider that will ensure that you receive the care you deserve? With so many choices, knowing what to look for – and what to avoid – can truly make a difference for your health.In this episode, Dr. Dan and Angela discuss their top 5 tips for choosing your chiropractor (or any other health professional). Tune in to hear what they value most and how you can put these tips into action next time you are searching for a new member of your health care team.To learn more about this and other hot health topics, follow us on social media and subscribe to our WTH podcast. If you have a specific health question or would like to find out if we can help you with a personal health challenge, check out our office page or contact us at 412-369-0400/ info@turofamilychiropractic.com.As always, our mission is to help you Get Healthy and Stay Healthy for a Lifetime!What the Health?!https://businessinnovatorsradio.com/w

Food additives like dyes, preservatives, and processed ingredients have been sneaking into the American Diet over the last several decades and our health is paying the price. With the intent to be eye-catching, extend shelf life, and push flavors to create happy, repeat customers, the price is being paid in the health of ourselves and our families.With candy season fast approaching, Dr. Dan and Angela tackle some fan-favorite foods that could be directly impacting your health, discuss additives to avoid and how to be an informed consumer in the grocery aisle. Making intentional food choices will have a huge impact on your health now and in the future!To learn more about this and other hot health topics, follow us on social media and subscribe to our WTH podcast. If you have a specific health question or would like to find out if we can help you with a personal health challenge, check out our office page or contact us at 412-369-0400/ info@turofamilychiropractic.com.As always, our mission is to help you Get He

Hard-working business owners and Professionals shouldn’t have to forfeit paying unnecessary taxes while working and especially during retirement.John Martin, CEP, RFC, IAR of Advanced Tax Planners started his career 27 years ago as an independent financial advisory & wealth management firm in New York.He has served the business community by providing tax reduction strategies, along with creating, protecting, and preserving his client’s wealth for their families.John integrates education with holistic financial planning as the foundation for building real Financial Independence more rapidly, especially when taking advantage of all the tax reduction methods the tax code allows.Each client can expect the highest level of integrity and confidentially working together to design and implement the right strategies to best achieve their individual goals and aspirations, and to control their financial life.John is based in Western New York and married to his wife Kit. They have a son and a granddaughter Emma. He e

There’s an old adage that says you should pay your fair share of taxes but not a penny more. We believe that to be true.We help business owners and high-income earners realize their savings by deploying time-tested tax strategies with decades of case law to back it up.Each strategy must pass through our sift of being legal, moral, and ethical.Get your complementary analysis to see how much you overpay on an annual basis. Click the link below to schedule your complimentary analysis.Learn More: https://www.stratnavinc.com/Schedule Call: https://www.navigatesni.com/NAVIGATEhttps://businessinnovatorsradio.com/navigateSource: https://businessinnovatorsradio.com/josh-sherrard-ceo-of-sni-business-families-acquisitions