Parhaat Capstone Planning Podcastit (2024)

1
Interview with Steven Michael England, President of Capstone Estate Planning, Discussing Fees & Fiduciary Relationship 27:23

24h ago27:23

27:23

Financial advisor and Retirement Planner since 1982, Best Selling Author of “The Wealth Lifestyle”, honored with numerous industry awards and honors of achievement. I value close business relationships with clients and treat them the way I would want to be treated. Learn more: http://www.thewealthlifestyle.com/ This podcast is for informational pur…

1
Interview with Steven Michael England, President of Capstone Estate Planning, Discussing Fees & Fiduciary Relationship 27:23

14h ago27:23

27:23

Financial advisor and Retirement Planner since 1982, Best Selling Author of “The Wealth Lifestyle”, honored with numerous industry awards and honors of achievement. I value close business relationships with clients and treat them the way I would want to be treated. Learn more: http://www.thewealthlifestyle.com/ This podcast is for informational pur…

1
The Inspired Impact Podcast with Judy Carlson-Interview with Mary Gaul, Founder of Success Magniﬁed, Certiﬁed Business Coach 24:48

4d ago24:48

24:48

As a business coach, speaker, author and community builder, Mary Gaul gets to live in her gifts, increasing the energy, joy and well-being of those around her. She is the owner of Success Magnified, a business coaching and consulting company focused on women Solopreneur and Small Businesses that are the lifeblood of our communities. Clients hire he…

1
Interview with Steven Michael England,President of Capstone Estate Planning, Discussing Risk and Volatility in Retirement 22:11

4d ago22:11

22:11

Financial advisor and Retirement Planner since 1982, Best Selling Author of “The Wealth Lifestyle”, honored with numerous industry awards and honors of achievement. I value close business relationships with clients and treat them the way I would want to be treated. Learn more: http://www.thewealthlifestyle.com/ This podcast is for informational pur…

1
Interview with Steven Michael England,President of Capstone Estate Planning, Discussing Risk and Volatility in Retirement 22:11

4d ago22:11

22:11

Financial advisor and Retirement Planner since 1982, Best Selling Author of “The Wealth Lifestyle”, honored with numerous industry awards and honors of achievement. I value close business relationships with clients and treat them the way I would want to be treated. Learn more: http://www.thewealthlifestyle.com/ This podcast is for informational pur…

1
Interview with Steven Michael England, President of Capstone Estate Planning Discussing Navigating Retirement 22:52

5d ago22:52

22:52

Financial advisor and Retirement Planner since 1982, Best Selling Author of “The Wealth Lifestyle”, honored with numerous industry awards and honors of achievement. I value close business relationships with clients and treat them the way I would want to be treated. Learn more: http://www.thewealthlifestyle.com/ This podcast is for informational pur…

1
Interview with Steven Michael England, President of Capstone Estate Planning Discussing Navigating Retirement 22:52

5d ago22:52

22:52

Financial advisor and Retirement Planner since 1982, Best Selling Author of “The Wealth Lifestyle”, honored with numerous industry awards and honors of achievement. I value close business relationships with clients and treat them the way I would want to be treated. Learn more: http://www.thewealthlifestyle.com/ This podcast is for informational pur…

1
The Inspired Impact Podcast with Judy Carlson-Interview with Kelly O’Connor, Elder Care Consultant and Legacy Life Coach 25:53

11d ago25:53

25:53

Kelly O’Connor is a TEDx speaker and an award-winning elder care consultant and Legacy Life Coach. She has dedicated herself to improving the lives of those in their 70s, 80s, 90s and 100s. Her company provides concierge-level programs helping older adults find new meaning and purpose in their lives along with consulting services for families inter…

1
Interview With Melissa George Founder & CEO of InvestHER Fiduciary Solutions-Building Wealth That Lasts 20:48

11d ago20:48

20:48

Melissa George is a seasoned financial expert, renowned for her mastery in financial planning, insurance, and investment strategies, specifically tailored for small business proprietors. With nearly thirty years of proven excellence in the field, Melissa has refined her ability to craft comprehensive plans that perfectly align with her client’s asp…

1
Interview With Melissa George Founder & CEO of InvestHER Fiduciary Solutions-Building Wealth That Lasts 20:48

11d ago20:48

20:48

Melissa George is a seasoned financial expert, renowned for her mastery in financial planning, insurance, and investment strategies, specifically tailored for small business proprietors. With nearly thirty years of proven excellence in the field, Melissa has refined her ability to craft comprehensive plans that perfectly align with her client’s asp…

1
John D. Anderson: Challenging the Traditional Retirement Mindset 46:10

11d ago46:10

46:10

Our vision for retirement is often too small when it should be a capstone time of enjoyment and fulfillment. Each episode explores how different interviewees flourish in this season, with reflection on strategic takeaways for our listeners. Are you tired of the traditional retirement grind? Discover how John Anderson is disrupting the status quo an…

1
Objectively Speaking 20:21

16d ago20:21

20:21

“If you think you did something but can’t PROVE that you did, then you probably didn’t do anything at all.” –Dr. Walter V Pierce, Sr. Founder of the Pierce Results System of Spinal Analysis In this episode, Dr. Dan, Dr. Riley and Angela discuss the importance of objective health measurements. They emphasize the value of using objective data to trac…

1
Dealing with Detox 46:42

16d ago46:42

46:42

Detox doesn’t have to be a dirty word! It’s a process that your body does around the clock without you giving it a single thought. But that doesn’t mean it’s an easy job – or that you can’t lend a hand in the process! The choices you make on a daily basis improve or inhibit your body’s ability to detox. In this episode, Dr. Dan, Dr. Riley and Angel…

1
Road to Recovery 35:03

16d ago35:03

35:03

When dealing with a specific health challenge, the road to recovery might seem like a difficult journey. And it’s easy to fall off track when things start to improve, and life gets in the way. Little steps each day that could move you closer to health are missed – or you start traveling in the wrong direction all together. But it’s not impossible. …

1
Trigger Points OH MY 35:37

16d ago35:37

35:37

Trigger Warning: Trigger Points are painful! A Trigger Point is a hypersensitive spot in skeletal muscles that can cause pain and other reactions when stimulated. These spots can be relatively small, but the pain punch that they pack can knock you for a loop. The good news is that if a trigger point is causing you trouble, there are plenty of ways …

1
Interview With Melissa George Founder & CEO of InvestHER Fiduciary Solutions-Selecting the Right Financial Planner 23:11

16d ago23:11

23:11

Melissa George is a seasoned financial expert, renowned for her mastery in financial planning, insurance, and investment strategies, specifically tailored for small business proprietors. With nearly thirty years of proven excellence in the field, Melissa has refined her ability to craft comprehensive plans that perfectly align with her client’s asp…

1
Interview With Melissa George Founder & CEO of InvestHER Fiduciary Solutions-Selecting the Right Financial Planner 23:11

16d ago23:11

23:11

Melissa George is a seasoned financial expert, renowned for her mastery in financial planning, insurance, and investment strategies, specifically tailored for small business proprietors. With nearly thirty years of proven excellence in the field, Melissa has refined her ability to craft comprehensive plans that perfectly align with her client’s asp…

1
Interview with Gail Kulas CEO of Leading to Unlock & Author of Your Life on a Sticky Note 21:25

16d ago21:25

21:25

Gail R. Kulas, self-described as an “itchy sweater” – helping people become more comfortable being uncomfortable – is a dynamic force in the world of business strategy, education, and personal development. As the founder of Leading to Unlock, LLC, Gail has dedicated her career to unlocking the potential within individuals and organizations, deliver…

1
Interview with Gail Kulas CEO of Leading to Unlock & Author of Your Life on a Sticky Note 21:25

16d ago21:25

21:25

Gail R. Kulas, self-described as an “itchy sweater” – helping people become more comfortable being uncomfortable – is a dynamic force in the world of business strategy, education, and personal development. As the founder of Leading to Unlock, LLC, Gail has dedicated her career to unlocking the potential within individuals and organizations, deliver…

1
Mike Rubin – CEO And Founder – Brilliance Business Mark Stephen Pooler 18:15

16d ago18:15

18:15

Mike Rubin, a multifaceted individual, wears many hats as a physician, scientist, engineer, entrepreneur, and educator. Above all, he values his roles as a devoted husband and father. As the visionary Founder and CEO of Northpond Ventures, a science-driven venture capital firm, Mike spearheads a multi-billion-dollar enterprise dedicated to fosterin…

1
The Inspired Impact Podcast with Judy Carlson-Interview with Donna Scott, Founding Member of Womenade of Castle Rock 25:01

18d ago25:01

25:01

Donna Scott is a third-generation Colorado Native who has lived in Douglas County, Colorado since 1997. She has had a diverse career, including business ownership and executive management positions in both the private non-profit and public sectors. Donna recently retired from her mediation practice, mediating various disputes, including high-confli…

1
James Cracknell – Founder – Mark Stephen Pooler 17:30

19d ago17:30

17:30

James Cracknell James possesses a wealth of experience across diverse industries. With a 30-year tenure in finance and capital markets, he has consistently led change initiatives, adopted new business models to match the customers’ needs and devised pioneering solutions to prevailing challenges. Since 2011, he has been actively investing in and nur…

1
Interview With Melissa George Founder & CEO of InvestHER Fiduciary Solutions-Demystifying Financial Planning 20:59

20d ago20:59

20:59

Melissa George is a seasoned financial expert, renowned for her mastery in financial planning, insurance, and investment strategies, specifically tailored for small business proprietors. With nearly thirty years of proven excellence in the field, Melissa has refined her ability to craft comprehensive plans that perfectly align with her client’s asp…

1
Interview With Melissa George Founder & CEO of InvestHER Fiduciary Solutions-Demystifying Financial Planning 20:59

20d ago20:59

20:59

Melissa George is a seasoned financial expert, renowned for her mastery in financial planning, insurance, and investment strategies, specifically tailored for small business proprietors. With nearly thirty years of proven excellence in the field, Melissa has refined her ability to craft comprehensive plans that perfectly align with her client’s asp…

1
Interview with Bob Chitrathorn Co-Founder of Simplified Wealth Management- Building Your Perfect Financial House 30:51

23d ago30:51

30:51

Suthipong Robert Chitrathorn (or Bob for short) came from humble beginnings. Born to parents Puttachart and Sakul Chitrathorn, Bob was raised in a mobile home park in Colton, CA. His parents migrated to Michigan from Bangkok, Thailand in 1974, before settling in Southern California. As a child, Bob didn’t realize how good others had it until he ven…

1
The Inspired Impact Podcast with Judy Carlson-Interview with Gina Schreck, Author, Speaker, and Owner of The Village Workspace 24:07

24d ago24:07

24:07

Gina Schreck is an author, speaker, and owner of The Village Workspace. She is a wife and mother of 4, investor, and philanthropist. LinkedIn selected Gina as one of the top 24 B2B marketers to follow in 2021, and last year Fox News selected Gina as one of the top 4 Remarkable Women in Colorado. Gina left her corporate job in 1995 and never looked …

1
Episode #71 – Financial Planning Month 2024 – The 15 Minute Financial Feast Podcast – With Mark Triplett & Troy Westendorf 5:02

25d ago5:02

5:02

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 …

1
Brian Feutz: Redefining Retirement: Embracing Identity, Community, and Personal Growth 39:28

25d ago39:28

39:28

Our vision for retirement is often too small when it should be a capstone time of enjoyment and fulfillment. Each episode explores how different interviewees flourish in this season, with reflection on strategic takeaways for our listeners. Brian Feutz, a renowned writer and speaker on retirement planning, shares his unique insights on navigating t…

1
Interview with Liam Thurman, Author of The Closer’s Edge 22:48

27d ago22:48

22:48

https://businessinnovatorsradio.com/interview-with-liam-thurman-author-of-the-closers-edge William (Liam) Thurman II, fondly known as America’s Financial Coach, has revolutionized the field of financial consulting and coaching for over thirty years. His journey is marked by relentless achievement and unwavering dedication. As a top producer and the…

1
Galia Yakimova – Entrepreneur – Mark Stephen Pooler 20:08

27d ago20:08

20:08

Galia Yakimova is a Bulgarian-born entrepreneur with over two decades of outstanding work and recognition in the Holistic & Spa Industry in the UK. Trained as a holistic therapist, life coach, and in healing meditation, Galia helps women heal their emotional wounds, reconnect with their inner selves, embrace self-love and confidence, reclaim their …

1
Episode 35: The Power of Impartial Feedback with Greg Cummings 1:01:18

27d ago1:01:18

1:01:18

Part of The Construction Executives Live Program In today’s information-saturated world, consumer reviews have become a crucial factor in purchasing decisions across industries. But how much can we truly trust these reviews? The power of unbiased, impartial feedback is undeniable – it provides consumers with transparent insights that cut through th…

1
Interview w/Cameron Bryant Founder of Found Revenue Solutions & Retirement Specialist at Federal Employee Advocates-Never Running Out of M 19:12

29d ago19:12

19:12

Cameron has over 33 years of experience in working with Business Owners, Seniors, Federal employees, and Franchisees in the planning and development of Tax-Favored Retirement plans, Living Trusts, Buy/Sell Agreements, Executive Bonus Plans Marketing, and Wellness Benefit programs. I was able to work exclusively with the Franchisee of 7-11, Mobil, S…

1
Interview w/ Michelle Boyce, RICP, VP w/ Rosenzweig Financial Services Discussing The Power of Tax-Free Income 20:09

30d ago20:09

20:09

Michelle has over 20 years of experience in Financial Services and her main goal is to always focus on her client’s long-term financial planning strategy to optimize retirement income. She prides herself on analyzing a financial situation, finding any potential issues, and creating adequate solutions to ensure her clients’ prosperous future. With h…

1
Greg Welborn, Principal with First Financial Consulting 23:31

1M ago23:31

23:31

Greg Welborn is a Principal at First Financial Consulting. He works with individuals and privately-owned businesses on financial planning issues including investment, retirement, and tax planning, among others. With more than 35 years’ experience, he has developed a strong track record of providing 100% objective advice, always focusing on the clie…

1
Episode 34: Building the Future: AI’s Evolutionary Role in Construction with René Morkos 55:23

1M ago55:23

55:23

Construction Executives Live Series Join us for a captivating live discussion exploring the groundbreaking impact of artificial intelligence (AI) in the construction sector, featuring René Morkos, the founder and CEO of ALICE Technologies, and an esteemed AI expert. Throughout the episode, we’ll tackle pressing questions, illuminating AI’s practica…

1
The Inspired Impact Podcast with Judy Carlson-Interview with Libby Swenson 37:34

1M ago37:34

37:34

Born and raised in Northwest Arkansas, Libby Crafton Swenson brings over 30 years of experience in public speaking, leadership, team building, and organizational strategy. She holds a BA in Health Sciences and Education from the University of Arkansas and is passionate about helping the next generation create a better and more just world. Libby has…

1
The Inspired Impact Podcast with Judy Carlson-Interview with Tami Holladay, Founder of Holladay Coaching, LLC 32:37

1M ago32:37

32:37

Tami Holladay, a former counselor turned Life Transitions Coach, has dedicated her career to empowering women as they build confidence, navigate life’s challenges, overcome self-limiting beliefs, and claim their identity with purpose. Tami passionately walks alongside her clients, providing a judgment-free, confidential space that’s nurtured by gra…

1
Interview w/Cameron Bryant Founder of Found Revenue Solutions & Retirement Specialist at Federal Employee Advocates-Protecting Your Retire 20:27

1M ago20:27

20:27

Cameron has over 33 years of experience in working with Business Owners, Seniors, Federal employees, and Franchisees in the planning and development of Tax-Favored Retirement plans, Living Trusts, Buy/Sell Agreements, Executive Bonus Plans Marketing and Wellness Benefit programs. I was able to work exclusively with the Franchisee of 7-11, Mobil, Sh…

1
Interview w/ Michelle Boyce, RICP, VP w/ Rosenzweig Financial Services Discussing Qualified Funds-How is Too Much? 20:41

1M ago20:41

20:41

Michelle has over 20 years of experience in Financial Services and her main goal is to always focus on her client’s long-term financial planning strategy to optimize retirement income. She prides herself on analyzing a financial situation, finding any potential issues, and creating adequate solutions to ensure her clients’ prosperous future. With h…

1
Interview w/Michelle Boyce, RICP, VP w/Rosenzweig Financial Services Discussing Guaranteed Income Streams 19:19

1M ago19:19

19:19

Michelle has over 20 years of experience in Financial Services and her main goal is to always focus on her client’s long-term financial planning strategy to optimize retirement income. She prides herself on analyzing a financial situation, finding any potential issues, and creating adequate solutions to ensure her clients’ prosperous future. With h…

1
Mary Jo Hoffman: The Beauty in the Everyday 42:52

1M ago42:52

42:52

Our vision for retirement is often too small when it should be a capstone time of enjoyment and fulfillment. Each episode explores how different interviewees flourish in this season, with reflection on strategic takeaways for our listeners. Mary Jo Hoffman shares her journey from engineering to a fulfilling artistic practice focused on finding beau…

1
Interview with Jay Forgione Owner of Summit Retirement Solutions Discussing How Taxes Impact Retirement 21:56

1M ago21:56

21:56

Founded in 2009, Summit Retirement Solutions is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements. Jay is committed to helping clients work toward their retirement dreams by crafting customized, easy-to-understand financial strategies. Beginning as a Senior Regiona…

1
Episode #70 – High-Yield Savings 2024 – The 15 Minute Financial Feast Podcast – With Mark Triplett & Troy Westendorf 5:26

1M ago5:26

5:26

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 …

1
Episode 33: Crafting Tomorrow: Revitalizing Humanity in the Construction Industry with Jamie McMillan 46:17

1M ago46:17

46:17

Part of The Construction Executives Live Series Mistakes made not humanizing, diversifying and attracting youth to the trades are well documented and disappointing to say the least. The focus now should be how we can create a more transparent, accountable and people focused industry in order to attract and retain the young talent that so far eludes…

1
The Inspired Impact Podcast with Judy Carlson-Interview with June Everett, Founder and President of Backpack Society 28:26

1M ago28:26

28:26

June Everett, a Colorado native, is the Founder and President of Backpack Society. Her compassionate nature and dedication to helping others developed from a young age. Growing up in a low-income family in Rocky Ford, CO, she learned the importance of generosity and community support. Both of her parents also grew up in low-income households, and h…

1
The Inspired Impact Podcast with Judy Carlson-Interview with Stacy Ingram Mental Toughness Coach 26:42

1M ago26:42

26:42

Stacy Ingram is a dedicated Mental Toughness coach specializing in empowering young athletes and performers to overcome the invisible barriers that often hinder their performance. With a focus on the mental side of the game, her programs are designed to equip athletes and performers with the cognitive tools and resilience needed for success both in…

1
Interview with Jay Forgione Owner of Summit Retirement Solutions Discussing Retirement Planning Buckets 21:51

1M ago21:51

21:51

Founded in 2009, Summit Retirement Solutions, is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements. Jay is committed to helping clients work toward their retirement dreams by crafting customized, easy-to-understand financial strategies. Beginning as a Senior Region…

1
Social Security, Annuities & Your Family 28:26

1M ago28:26

28:26

Keith Wilfong of Capstone Planning is back talking about the family-oriented approach of Capstone Planning and the different areas of expertise within the company. Keith talks about the future solvency of Social Security and the potential levers that can be pulled to extend its solvency. The importance of proper retirement planning and the optimal …

1
Interview with Jay Forgione Owner of Summit Retirement Solutions Discussing Retirement Planners vs Traditional Wealth Management Firms 22:42

1M ago22:42

22:42

Founded in 2009, Summit Retirement Solutions is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements. Jay is committed to helping clients work toward their retirement dreams by crafting customized, easy-to-understand financial strategies. Beginning as a Senior Regiona…

1
Interview with Jim Phillips, SVP – Managing Director of BRB Wealth Discussing Guaranteed Income 22:32

1M ago22:32

22:32

Jim has over 30 years of investment and wealth management experience. Jim started his career with Merrill Lynch in Richmond, and most recently developed and managed the investment program at CB&T Wealth Management. Jim believes in a personalized approach to get to know his clients and their financial goals, and then develops a strategy to work towa…

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