Business Innovators Radio

40 Episodes
Subscribe

By: Business Innovators Radio Network

Interviews with Industry Innovators and Trendsetters sharing proven strategies to help you build a better life right now.

✂️ Turn this podcast into clips
Interview with Kevin Nuber Financial Advisor Development Consultant with Simplicity
Interview with Kevin Nuber Financial Advisor Development Consultant with Simplicity episode artwork
Last Friday at 6:45 PM

Kevin Nuber started with an IMO / FMO called LifePro Financial Services in 2004 where he worked for 20 years and helped the company build, scale, and ultimately capitalize the business. As a stock holder, he was able to experience the problems a business faces and what it was like to ultimately capitalize. Now Kevin partners with financial advisors who want to stop being product sales people and instead want to become confident business owners and build a business bigger than just themselves.

Learn More: https://www.kevinnuber.com/

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/<...


Alpha Queens Rising: Sarah Bouse ASCEND — THE WOMAN BENEATH THE LABELS
Alpha Queens Rising: Sarah Bouse ASCEND — THE WOMAN BENEATH THE LABELS episode artwork
07/20/2026

Sarah Bouse, FNTP, is a Functional Nutritional Therapy Practitioner, speaker, mentor, and creator of the ASCEND Method™. Through her practice, Ascend Wellness, she helps high-achieving women reclaim command of their health and hormones using root-cause nutrition and lifestyle strategies. As a foster mother and advocate for generational healing, she champions safety, compassion, and listening to the body. Sarah lives in Nebraska with her husband, two children, and four foster children.

THE ASCEND METHOD This is Sarah’s exact method: A – Alignment: hormones, lifestyle, and mindset working together S – Stress & Sleep: restore rest and regulate adrenals C – Cellular & Gut Health: he...


Alpha Queens Rising – Wellness for Any Body with Samantha Rambo, FNP-C
Alpha Queens Rising – Wellness for Any Body with Samantha Rambo, FNP-C episode artwork
07/20/2026

Samantha Rambo, FNP-C, did not set out to build a movement. She set out to survive — to protect her daughter, to finish her education, and to show up for patients who were often scared, unheard, and left behind by a system that moved too fast to notice them. What began as a practical decision to work in healthcare became a reckoning with loss, responsibility, and purpose. From hospital rooms marked by silence, to dorm rooms shared with textbooks and toys, Samantha’s path was shaped by the moments when care arrived too late — and the conviction that it didn’t have to...


Alpha Queens Rising with Jennifer Jorgensen – Every System Failed Her Daughter — So She Built a New One
Alpha Queens Rising with Jennifer Jorgensen – Every System Failed Her Daughter — So She Built a New One episode artwork
07/20/2026

Every System Failed Her Daughter — So She Built a New One

Jennifer Jorgensen never imagined she would become a mental health advocate.

She was simply a mother. Trying to protect her daughter. Doing what mothers do when they see their child hurting — asking for help, demanding intervention, refusing to accept dismissal as an answer.

Every system failed her.

And then came the call that no parent should ever receive.

What Jennifer did next — not in spite of her grief but because of it — is a story about what happens when a woman...


Alpha Queens Rising: Angel Cottrell knows how to build powerful things.
Alpha Queens Rising: Angel Cottrell knows how to build powerful things. episode artwork
07/20/2026

She Built a Million-Dollar Nonprofit at 27. Then She Lost Everything. What She Built Next Changed Her Forever.

Angel Cottrell knows how to build powerful things.

She also knows how to rebuild them when they collapse.

By twenty-seven, she had already done what most people never dare to imagine. As a young, single mother in Santa Barbara, she founded and led a progressive, multi-million-dollar nonprofit that transformed the lives of people with severe developmental disabilities. She created supported-living homes, staffed twenty-four hours a day, where dignity replaced institutionalization. She launched a state and federally licensed...


Championing Financial Literacy: Larissa Reed’s Mission for Community Impact
Championing Financial Literacy: Larissa Reed’s Mission for Community Impact episode artwork
07/20/2026

A rich narrative unfolds as Dr. Tamara Patzer engages with Larissa Reed, CEO of In the Black Business Services, in a profound exploration of resilience and entrepreneurship. Larissa’s journey, marked by the challenges of motherhood and the triumphs of business ownership, serves as a compelling case study in overcoming adversity.

From her early days of managing a burgeoning business amidst the complexities of raising twins with special needs, Larissa demonstrates how necessity can fuel innovation and drive success. The conversation reflects on her evolution from working at her kitchen table to establishing a thriving accounting firm, underscoring th...


Navigating Anxiety: The Path to Self-Confidence with Tiffany Lukasiewicz
Navigating Anxiety: The Path to Self-Confidence with Tiffany Lukasiewicz episode artwork
07/20/2026

The conversation between Dr. Tamara Patzer and Tiffany Lukasiewicz captivates the listener by delving into the profound journey of self-discovery and empowerment that defines Tiffany’s life. Tiffany, an author and advocate for women, shares her experiences of childhood bullying and the resulting struggles with self-esteem and identity. From her early days of feeling invisible and pressured to conform, she evolved into a beacon of strength for women navigating similar challenges. The pivotal moment in her life came when she recognized the importance of embracing her authentic self rather than succumbing to societal expectations. This transformation is not merely a pe...


Interview with Rick Miller, Founder of Miller Wealth Planning Discussing Protecting the Surviving Spouse in Retirement
Interview with Rick Miller, Founder of Miller Wealth Planning Discussing Protecting the Surviving Spouse in Retirement episode artwork
07/17/2026

At Miller Wealth Planning, we provide Doctors, business owners and other high-net-worth individuals a comprehensive, bulletproof financial plan. Rick has put together an exceptionally talented and experienced team to show you how to manage the numerous risks high-net-worth professionals face.

These risks include: tax risk; market risk; longevity risk (running out of money); inflation risk; long-term care risk, lawsuit risk, and loss of income risk, among others. Your freedom from worry is our objective.

Rick credentials include: Certificate in Financial Planning; IRMAA Certified Planner; Certified Dementia Practitioner and Investment Advisor Representative.

Rick has Master’s...


Interview with Jon Bowles, Founder of JLB Financial
Interview with Jon Bowles, Founder of JLB Financial episode artwork
07/16/2026

For nearly three decades, He has helped Southern California families plan for complex financial goals — building retirement income, protecting what they’ve earned, managing taxes, and passing on what matters to the people they love.

Since 1997, Jon has worked with hundreds of individuals, families, and business owners to build and execute comprehensive retirement income plans. I’ve guided clients through two major economic downturns, and those experiences shaped the cornerstone of my practice: preserving capital comes first. Growth matters, but in retirement, what you keep matters more.

His approach is holistic. He looks at the financial house...


Thomas Campbell – Founder of The Light Project on Hope, Transformation & Community
Thomas Campbell – Founder of The Light Project on Hope, Transformation & Community episode artwork
07/13/2026

In this inspiring episode, TC Bradley sits down with Thomas Campbell, founder of The Light Project and author of From Ashes Into the Light, to explore an extraordinary journey from childhood homelessness and foster care to a life dedicated to restoring hope for others. Thomas shares the powerful experiences that shaped his vision for The Light Project, including a life-changing divine revelation that inspired him to create 24-hour Lighthouse Transformation Centers where individuals can find practical resources, compassion, and a pathway toward spiritual, mental, and physical transformation.

The conversation explores transformational leadership, the importance of truth, purpose, community...


​Carroll Patrizi – Founder – Mark Stephen Pooler
​Carroll Patrizi  – Founder – Mark Stephen Pooler episode artwork
07/07/2026

Brilliance Business is thrilled to feature an elite masterclass conversation with the incredible ​Carroll Patrizi!

​Carroll Patrizi

One of Eleven Productions | Founder

Leading with Faith, Carroll Patrizi is a storyteller, podcaster, speaker, mentor and co-author.

carrollpatrizi.com

Source: https://businessinnovatorsradio.com/carroll-patrizi-founder-mark-stephen-pooler


Leanne Harrell McCoy REWRITING THE NARRATIVE — HOW A SHATTERED FEMUR TAUGHT ME TO STAND STRONG
Leanne Harrell McCoy REWRITING THE NARRATIVE — HOW A SHATTERED FEMUR TAUGHT ME TO STAND STRONG episode artwork
06/30/2026

ABOUT LEANNE HARRELL-MCCOY

Leanne Harrell-McCoy is a leader, motivator, and advocate for strength through movement. After shattering her femur in a life-changing accident, she rebuilt her body and mindset, proving that resilience is a choice. She now inspires others to rewrite their narratives and rise with unwavering determination.

ALPHA QUEEN REFLECTION

Leanne Harrell-McCoy embodies the Alpha Queen spirit through her fierce resilience and unwavering heart. She did not simply recover — she transformed. Her story reminds us that real power isn’t measured by speed or physical strength, but by belief, persistence, and the decision to r...


David DeCelle Co-Founder & Chief Partnership Officer, WealthReach
David DeCelle Co-Founder & Chief Partnership Officer, WealthReach episode artwork
06/30/2026

David DeCelle is the co-founder and Chief Partnership Officer of WealthReach, and the President and CEO of Model FA — the advisory growth firm whose intellectual property WealthReach acquired in April 2026. He has built his career helping some of the largest registered investment advisors in the country crack the organic growth problem, coaching 250+ firms on client acquisition, personal branding, marketing funnels, and the referral systems that separate billion-dollar producers from everyone else.

Learn More: https://www.wealthreach.ai

Influential Entrepreneurs with Mike Saunders
https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

Source: https://businessinnovatorsradio.com/david-decelle-co-founder-chief-partnership-officer-wealthreach


Sarah Bouse: ASCEND — THE WOMAN BENEATH THE LABELS from Alpha Queens Rising
Sarah Bouse: ASCEND — THE WOMAN BENEATH THE LABELS from Alpha Queens Rising episode artwork
06/30/2026

Sarah Bouse, FNTP, is a Functional Nutritional Therapy Practitioner, speaker, mentor, and creator of the ASCEND Method™. Through her practice, Ascend Wellness, she helps high-achieving women reclaim command of their health and hormones using root-cause nutrition and lifestyle strategies. As a foster mother and advocate for generational healing, she champions safety, compassion, and listening to the body.

Sarah lives in Nebraska with her husband, two children, and four foster children.

Get more info: https://sarahbouse.com/

Women Innovators with Tami Patzer
https://businessinnovatorsradio.com/women-innovators-with-tami-patzer/

Source: https://businessinnovatorsradio.com/sarah-bouse-ascend-the-woman-beneath-the-labels-from-alpha-queens-rising


Kute Blackson – Speaker – Mark Stephen Pooler
Kute Blackson – Speaker – Mark Stephen Pooler episode artwork
06/18/2026

Kute Blackson is a globally beloved inspirational speaker, revolutionary transformational teacher, and the national bestselling author of You Are The One and The Magic of Surrender. He is widely recognized as a next-generation leader in personal development, having shared his powerful insights at elite global events including A-Fest, the Young Presidents’ Organization (YPO), and the Entrepreneurs’ Organization (EO).

​As an esteemed member of the Transformational Leadership Council—a select group of the world’s foremost personal growth authorities—and winner of the Unity New Thought Walden Award, Kute’s mission is simple: to awaken, inspire, and empower people across the pla...


Lacey Newman – Founder – Mark Stephen Pooler
Lacey Newman – Founder – Mark Stephen Pooler episode artwork
06/18/2026

Lacey Newman is a founder, coach, and keynote speaker who has helped thousands of high-performing women build lives and businesses that are truly their own.

Over two decades, Lacey built and scaled a real estate team to nearly $1B in sales volume, hosted an Emmy-nominated TV show, and grew her personal income to seven figures, all while raising two children on her own, proving that ambition and motherhood don’t have to compete.

Today, she helps ambitious women break the cycle of over-functioning, untangle their identity from productivity, and reinvent their work from a place of cl...


Vivienne Wagner – CEO – Mark Stephen Pooler
Vivienne Wagner – CEO – Mark Stephen Pooler episode artwork
06/15/2026

Vivienne Wagner is the Founder and CEO of Houndstooth Media Group, a boutique digital marketing agency helping mid-sized businesses turn their websites into revenue-driving assets through strategic SEO and AI-driven optimization.

Known for making complex marketing concepts clear and actionable, Vivienne advises business leaders on how to position their companies to be found by both human audiences and emerging AI platforms like ChatGPT and Perplexity. Her approach increases organic visibility, drives qualified traffic, and reduces reliance on paid ads, enabling businesses to scale more sustainably.

Instagram: https://www.instagram.com/houndstoothmediagroup/

Website: https://houndstoothmediagroup...


Interview with Tracy Lownsberry, Founder of The Annuity Giants
Interview with Tracy Lownsberry, Founder of The Annuity Giants episode artwork
06/11/2026

A top-producing annuity-focused agent, global annuity trainer, and recognized as one of the most influential voices in the annuity space. He has sold millions in annuities virtually and in person.

He continues to test new ideas, develop new tools, and stay on the front lines as a daily producer so the training advisors get is always current, practical, and built from real experience.

What Tracy Brings to the Table
✦ Actively producing an expert. Not just theory.
✦ Creator of AG Simulator and AG Academy
✦ Expert contributor to Aspire Mag., U.S. News, Insurance News Net, F...


Lizzie Laing – Therapist – Mark Stephen Pooler
Lizzie Laing – Therapist – Mark Stephen Pooler episode artwork
06/11/2026

I’m Lizzie Laing! ♡I’m an RTT Therapist, trained by Marisa Peer.

I live by the belief that mindset is everything.

I’m the founder of…

Your Power Within Therapy – RTT hypnotherapy & creator of…

Your Last First Date ♡

Because True Love starts with Self Love ♡

My expertise lies in removing limiting beliefs and throwing dusty dating experiences out of the window by drawing love in like the goddess you are.

It’s my mission to Make Dating Fun Again

www.yourpowerwithintherapy.com

instagram @your...


Interview with Leslie Kaz President & Founder of Syndicated Insurance Agency Discussing Overcoming Medicare Enrollment Anxiety
Interview with Leslie Kaz President & Founder of Syndicated Insurance Agency Discussing Overcoming Medicare Enrollment Anxiety episode artwork
06/08/2026

Leslie Kaz is the President & COO of Syndicated Insurance Agency, LLC — a national Medicare-focused FMO he co-founded in 2004 that now operates across 22 states with a network of over 120 agents and brokers. With over 30 years in the insurance industry and a unique background as a trained chef and café owner, Leslie brings a rare combination of operational depth, business acumen, and genuine passion for people. Under his leadership, Syndicated has grown by over 200% year over year. His mission is straightforward: empower agents to build real businesses and help seniors navigate Medicare with confidence.

Learn more: http://www.877VIPQuote.com


Interview with Leslie Kaz President & Founder of Syndicated Insurance Agency Discussing Choosing the Right Medicare Advisor
Interview with Leslie Kaz President & Founder of Syndicated Insurance Agency Discussing Choosing the Right Medicare Advisor episode artwork
06/08/2026

Leslie Kaz is the President & COO of Syndicated Insurance Agency, LLC — a national Medicare-focused FMO he co-founded in 2004 that now operates across 22 states with a network of over 120 agents and brokers. With over 30 years in the insurance industry and a unique background as a trained chef and café owner, Leslie brings a rare combination of operational depth, business acumen, and genuine passion for people. Under his leadership, Syndicated has grown by over 200% year over year. His mission is straightforward: empower agents to build real businesses and help seniors navigate Medicare with confidence.

Learn more: http://www.877VIPQuote.com


Rosa L Antonini – Author – Mark Stephen Pooler
Rosa L Antonini – Author – Mark Stephen Pooler episode artwork
06/05/2026

Rosa L. Antonini is an author, speaker, software engineer, and founder of Rosa Antonini Academy. With more than 20 years of experience in technology, systems, and business transformation, Rosa brings a unique perspective to personal growth by connecting software logic, human behavior, and the way people respond to uncertainty.

She is the author of The Zero-Sum Game of You: From Stuck to Thriving and the upcoming book Resourcefulness: The Hidden Power Smarter Than Talent, IQ, and Technology, launching on June 9, 2026. She was also a contributing author in the anthology Voices of Women.

Author website:

https...


Sadhvi Bhagawati Saraswati – Spiritual Leader – Mark Stephen Pooler
Sadhvi Bhagawati Saraswati – Spiritual Leader – Mark Stephen Pooler episode artwork
06/05/2026

Sadhvi Bhagawati Saraswati, known as Sadhviji, is a global spiritual leader and bestselling author who has lived in the Himalayas for nearly three decades. Raised in Hollywood and a graduate of Stanford University with a PhD in psychology, she left behind a life of outward success to embrace a path of spiritual transformation and service.

www.sadhviji.org
www.instagram.com/sadhviji

Source: https://businessinnovatorsradio.com/sadhvi-bhagawati-saraswati-spiritual-leader-mark-stephen-pooler


Interview with Leslie Kaz President & Founder of Syndicated Insurance Agency Discussing The Medicare Maze
Interview with Leslie Kaz President & Founder of Syndicated Insurance Agency Discussing The Medicare Maze episode artwork
06/05/2026

Leslie Kaz is the President & COO of Syndicated Insurance Agency, LLC — a national Medicare-focused FMO he co-founded in 2004 that now operates across 22 states with a network of over 120 agents and brokers. With over 30 years in the insurance industry and a unique background as a trained chef and café owner, Leslie brings a rare combination of operational depth, business acumen, and genuine passion for people. Under his leadership, Syndicated has grown by over 200% year over year. His mission is straightforward: empower agents to build real businesses and help seniors navigate Medicare with confidence.

Learn more: http://www.877VIPQuote.com


Interview with Michael Clanin, Certified Financial Fiduciary® with Safe Money Solutions Discussing Guaranteed Income & Annuity Strategies
Interview with Michael Clanin, Certified Financial Fiduciary® with Safe Money Solutions Discussing Guaranteed Income & Annuity Strategies episode artwork
05/29/2026

Michael has been in the financial and insurance business for over 20 years. He works with clients in the areas of Tax-Free Wealth Creation, retirement planning, lifetime income solution, legacy planning and business and Estate Planning. He is an advocate for the safety and protection of his client’s hard-earned retirement money.

Michael is committed to delivering outstanding professional service to his clients and acting with honesty and integrity. He takes great pride in building long-term relationships with his clients to achieve their financial goals during working years and during enjoyment years.

Michael’s mission is to help...


Interview with Michael Clanin, Certified Financial Fiduciary® with Safe Money Solutions Discussing Roth Conversion Strategies
Interview with Michael Clanin, Certified Financial Fiduciary® with Safe Money Solutions Discussing Roth Conversion Strategies episode artwork
05/28/2026

Michael has been in the financial and insurance business for over 20 years. He works with clients in the areas of Tax-Free Wealth Creation, retirement planning, lifetime income solution, legacy planning and business and Estate Planning. He is an advocate for the safety and protection of his client’s hard-earned retirement money.

Michael is committed to delivering outstanding professional service to his clients and acting with honesty and integrity. He takes great pride in building long-term relationships with his clients to achieve their financial goals during working years and during enjoyment years.

Michael’s mission is to help...


Interview with Michael Clanin, Certified Financial Fiduciary® with Safe Money Solutions Discussing Business & Estate Planning Structures
Interview with Michael Clanin, Certified Financial Fiduciary® with Safe Money Solutions Discussing Business & Estate Planning Structures episode artwork
05/28/2026

Michael has been in the financial and insurance business for over 20 years. He works with clients in the areas of Tax-Free Wealth Creation, retirement planning, lifetime income solution, legacy planning and business and Estate Planning. He is an advocate for the safety and protection of his client’s hard-earned retirement money.

Michael is committed to delivering outstanding professional service to his clients and acting with honesty and integrity. He takes great pride in building long-term relationships with his clients to achieve their financial goals during working years and during enjoyment years.

Michael’s mission is to help...


Interview with Karen Powell, Founder of My Wealth 4 Life Discussing Overcoming Financial Fears & Building Confidence
Interview with Karen Powell, Founder of My Wealth 4 Life Discussing Overcoming Financial Fears & Building Confidence episode artwork
05/28/2026

As Founder of My Wealth 4 Life, Karen leads a firm dedicated to delivering comprehensive, high-level financial and estate planning designed to protect, preserve, and enhance our clients’ hard-earned wealth. Their approach is both strategic and practical—focused on identifying overlooked risks, uncovering hidden opportunities, and building durable financial structures that stand the test of time.

They work closely with medical professionals and entrepreneurs who operate in complex financial environments. Many are highly successful, yet still exposed to inefficiencies within their tax strategies, cash flow systems, and overall financial architecture. Their role is to bring clarity and precision—helping them e...


Interview with Karen Powell, Founder of My Wealth 4 Life Discussing Tax Efficient Strategies for Lasting Wealth
Interview with Karen Powell, Founder of My Wealth 4 Life Discussing Tax Efficient Strategies for Lasting Wealth episode artwork
05/28/2026

As Founder of My Wealth 4 Life, Karen leads a firm dedicated to delivering comprehensive, high-level financial and estate planning designed to protect, preserve, and enhance our clients’ hard-earned wealth. Their approach is both strategic and practical—focused on identifying overlooked risks, uncovering hidden opportunities, and building durable financial structures that stand the test of time.

They work closely with medical professionals and entrepreneurs who operate in complex financial environments. Many are highly successful, yet still exposed to inefficiencies within their tax strategies, cash flow systems, and overall financial architecture. Their role is to bring clarity and precision—helping them e...


Episode 51: From The Jobsite to the Mic Using Podcasting to Attract Better Clients
Episode 51: From The Jobsite to the Mic Using Podcasting to Attract Better Clients episode artwork
05/26/2026

This conversation dives into how personal development sharpens communication and confidence—and how podcasting gives contractors a powerful edge in marketing. Learn how sharing your story and expertise can strengthen client loyalty, improve referrals, and position you as the go-to expert in your market.

In The Zone
https://businessinnovatorsradio.com/in-the-zone/

Source: https://businessinnovatorsradio.com/episode-51-from-the-jobsite-to-the-mic-using-podcasting-to-attract-better-clients


Interview with Karen Powell, Founder of My Wealth 4 Life Discussing Securing Retirement Lifestyle
Interview with Karen Powell, Founder of My Wealth 4 Life Discussing Securing Retirement Lifestyle episode artwork
05/25/2026

As Founder of My Wealth 4 Life, Karen leads a firm dedicated to delivering comprehensive, high-level financial and estate planning designed to protect, preserve, and enhance our clients’ hard-earned wealth. Their approach is both strategic and practical—focused on identifying overlooked risks, uncovering hidden opportunities, and building durable financial structures that stand the test of time.

They work closely with medical professionals and entrepreneurs who operate in complex financial environments. Many are highly successful, yet still exposed to inefficiencies within their tax strategies, cash flow systems, and overall financial architecture. Their role is to bring clarity and precision—helping them e...


Interview with Scott Edelman Founder of Edelman Wealth Management Group Discussing His 30 Year Anniversary in Business
Interview with Scott Edelman Founder of Edelman Wealth Management Group Discussing His 30 Year Anniversary in Business episode artwork
05/25/2026

Scott is the founder of Edelman Wealth Management Group and manages all aspects of financial planning and employee benefits, providing products and services for investing, retiring, insurance, and estate conservation for individuals, families, and businesses. He has a strong commitment to giving uncomplicated advice and unparalleled service and puts an emphasis on creating lasting relationships with his clients and within his community.
A natural teacher and mentor, Scott is a member of Strategic Coach, an entrepreneur business coaching program. He is a thought leader in the financial field and a regular speaker at conferences. Scott is also active with...


Melissa Heathers – TV Host – Mark Stephen Pooler
Melissa Heathers – TV Host – Mark Stephen Pooler episode artwork
05/21/2026

Melissa Heathers is an author, TV host, and Executive Producer of The Book Crawl, a televised interview platform created to help authors move from bookshelves into broadcast. Through meaningful author conversations, podcast features, and media visibility opportunities, Melissa celebrates writers as storytellers, thought leaders, and voices worth hearing. Her work is rooted in connection, visibility, and the belief that every story is worth savouring.

www.soulsecrets.ca

Source: https://businessinnovatorsradio.com/melissa-heathers-tv-host-mark-stephen-pooler


Interview with Sean Vazquez, Founder of PMV Financial Discussing Legacy Planning
Interview with Sean Vazquez, Founder of PMV Financial Discussing Legacy Planning episode artwork
05/21/2026

Sean has been in the Financial Advisory field for over 13 years. He has specialized in working with school district staff on educating them on how exactly their CalSTRs and CalPERS actually work, and their options to close the pay gap in their pension. He has enjoyed educating clients on how to maximize their pension as well as introducing them to tax-free alternatives. I have also worked with small businesses, Buy-Sell agreement options, and other opportunities for businesses to protect their interest as well as ways to retain their key employees.

Sean continues to educate myself to make sure...


Interview with Sean Vazquez, Founder of PMV Financial Discussing Long-Term Care
Interview with Sean Vazquez, Founder of PMV Financial Discussing Long-Term Care episode artwork
05/21/2026

Sean has been in the Financial Advisory field for over 13 years. He has specialized in working with school district staff on educating them on how exactly their CalSTRs and CalPERS actually work, and their options to close the pay gap in their pension. He has enjoyed educating clients on how to maximize their pension as well as introducing them to tax-free alternatives. I have also worked with small businesses, Buy-Sell agreement options, and other opportunities for businesses to protect their interest as well as ways to retain their key employees.

Sean continues to educate myself to make sure...


Interview with Sean Vazquez, Founder of PMV Financial Discussing Guaranteed Income
Interview with Sean Vazquez, Founder of PMV Financial Discussing Guaranteed Income episode artwork
05/21/2026

Sean has been in the Financial Advisory field for over 13 years. He has specialized in working with school district staff on educating them on how exactly their CalSTRs and CalPERS actually work, and their options to close the pay gap in their pension. He has enjoyed educating clients on how to maximize their pension as well as introducing them to tax-free alternatives. I have also worked with small businesses, Buy-Sell agreement options, and other opportunities for businesses to protect their interest as well as ways to retain their key employees.

Sean continues to educate myself to make sure...


Interview with Russell Thompson with H&R Insurance and Financial Services- What Happens When Business Owners Want to Retire
Interview with Russell Thompson with H&R Insurance and Financial Services- What Happens When Business Owners Want to Retire episode artwork
05/19/2026

Russell brings a unique combination of market insight, relentless work ethic, and a passion for education to his role as a financial advisor. With a deep understanding of market cycles and a commitment to going above and beyond for his clients, he is uniquely positioned to help business owners, individuals, and families pursue and protect their financial goals with confidence. In 2014, after a 24-year career in industrial construction and professional MMA fighting, Russell made a pivotal shift into the financial services industry. His decision was driven by a personal realization: many of his business owner friends and family were unprepared...


Interview with Russell Thompson with H&R Insurance and Financial Services-Guaranteed Income
Interview with Russell Thompson with H&R Insurance and Financial Services-Guaranteed Income episode artwork
05/19/2026

Russell brings a unique combination of market insight, relentless work ethic, and a passion for education to his role as a financial advisor. With a deep understanding of market cycles and a commitment to going above and beyond for his clients, he is uniquely positioned to help business owners, individuals, and families pursue and protect their financial goals with confidence. In 2014, after a 24-year career in industrial construction and professional MMA fighting, Russell made a pivotal shift into the financial services industry. His decision was driven by a personal realization: many of his business owner friends and family were unprepared...


Interview with Russell Thompson with H&R Insurance and Financial Services-How Life
Interview with Russell Thompson with H&R Insurance and Financial Services-How Life episode artwork
05/15/2026

Russell brings a unique combination of market insight, relentless work ethic, and a passion for education to his role as a financial advisor. With a deep understanding of market cycles and a commitment to going above and beyond for his clients, he is uniquely positioned to help business owners, individuals, and families pursue and protect their financial goals with confidence. In 2014, after a 24-year career in industrial construction and professional MMA fighting, Russell made a pivotal shift into the financial services industry. is decision was driven by a personal realization: many of his business owner friends and family were unprepared...


Changing the Conversation Around Wellness with Tanya Leake
Changing the Conversation Around Wellness with Tanya Leake episode artwork
05/15/2026

I’m excited to introduce my guest, Tanya Leake!

Tanya Leake, NBC-HWC, BCPA, graduate of Stanford University’s engineering program is a National Board-Certified Health and Wellness Coach, Patient Advocate, and experienced wellness facilitator with a mission to change the conversation around being WELL.

Her trademarked programs cultivating deep self-love (EmBODY LOVE(TM)), self-awareness and appreciation (Mirror Board(TM)), and menopause empowerment (Changing with the Change(TM)) focus on a positive, practical, mindset-first approach to empowering health and wellbeing.

With a background in IT consulting and group fitness, Tanya blends science and soul, combining evid...