Business Innovators Radio

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 Regional Manager for a major corporation, Jay decided to follow his passion for helping others and opened Summit Retirement Solutions. As the leader of his firm, he works each day to ensure his clients receive the guidance, support, and resources they need to retire with confidence and joy. That includes protecting nest eggs with tax-efficient strategies. Jay has a Bachelor’s Degree in Business Management from the University of Connecticut. Jay enjoys being outdoors, skiing, hiking, golfing, and spending time with his wife and three kLearn More: https://summit-rs.com/Investment advisory services offered through Foundations Investment Advisors, LLC, an SEC registered invest

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-70-high-yield-savings-2024-the-15-minute-financial-feast-podcast-with-mark-triplett-troy-westendorf

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 us. How can we entice our youth to explore a career in the trades by modeling the positive changes we are making as an industry and ensuring that every generation is welcomed and needed in order to create a sustainable future for construction.In The Zonehttps://businessinnovatorsradio.com/in-the-zone/Source: https://businessinnovatorsradio.com/episode-33-crafting-tomorrow-revitalizing-humanity-in-the-construction-industry-with-jamie-mcmillan

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 hearing about their struggles with food insecurity motivated her to pursue the path she is on today.After her college years, June accumulated valuable operations management experience. Her transition to human resources reignited her passion for helping others. Following a successful 15-year career, she made a courageous decision. She left her role as an HR Director to establish Backpack Society, a non-profit organization aimed at making a positive impact on her community. Her bold step is a testament to her determination and the power of following one’s heart.Backpack Society was officially founded in September 2019 and received its 501(C)(3) status in December of th

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 sports/the arts and in everyday life.Programs are also available for teams, coaches, and parents. In addition, she coaches business leaders in Peak Performance, Team Dynamics, Change Management, Leadership, Culture, and more.In addition to Stacy’s 30-year business career, she has specialized training in Mindset Coaching, Positive Psychology, the High Sensitivity Trait, Neurolinguistic Programming (NLP), Positive Intelligence (PQ), and Hypnotherapy.BE BOLD. BE BRAVE. BE COURAGEOUS.CultivatingYourCourage.nethttps://www.linkedin.com/in/stacyingram/https://www.facebook.com/CultivateYourCourage/https://www.instagram.com/cultivatingyourcourage/***************************

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 Regional Manager for a major corporation, Jay decided to follow his passion for helping others and opened Summit Retirement Solutions. As the leader of his firm, he works each day to ensure his clients receive the guidance, support, and resources they need to retire with confidence and joy. That includes protecting nest eggs with tax-efficient strategies. Jay has a Bachelor’s Degree in Business Management from the University of Connecticut. Jay enjoys being outdoors, skiing, hiking, golfing, and spending time with his wife and three kidsLearn More: https://summit-rs.com/Investment advisory services offered through Foundations Investment Advisors, LLC, an SEC registered in

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 Regional Manager for a major corporation, Jay decided to follow his passion for helping others and opened Summit Retirement Solutions. As the leader of his firm, he works each day to ensure his clients receive the guidance, support, and resources they need to retire with confidence and joy. That includes protecting nest eggs with tax-efficient strategies. Jay has a Bachelor’s Degree in Business Management from the University of Connecticut. Jay enjoys being outdoors, skiing, hiking, golfing, and spending time with his wife and three kidsLearn More: https://summit-rs.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneur

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 toward achieving them. He helps his clients understand the current financial, economic, and political climate to better position their assets to address their preservation, growth, income, or legacy needs. Jim is a graduate of the University of Florida. He lives in Chesterfield with his wife, Nina. Jim enjoys distance running, travel, and spending time with his family.Learn More: https://www.mybrb.financial/WealthSecurities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Blue Ridge Bank and BRB Wealth are not re

Munur Shah Munur was born in London to immigrant parents and grew up there during the 1970’s and 80’s. From the age of 11 he travelled independently across the city by bus to help his parents in their dry-cleaning business. During his teens, whilst working part-time, he was involved in theatre and film production in various roles from runner, driver and actor to producer, and even stuntman. As an avid sportsman he particularly loved baseball and football (soccer). He moved up to Hull in the Northeast of England, to attend University in 1990, and graduated with a BA Honours in Business Management and Psychology in 1994. In the subsequent year, Munur successfully ran a positive, non-political campaign to be elected as President of Humberside’s Students’ Union and sit as one of the University’s Governors. He restructured and reinvigorated the Students’ Union to become a profitable and vibrant flagship for the University. https://www.linkedin.com/in/munurshah/Source: https://businessinnovatorsradio.com/munur-shah

Welcome to another riveting episode of “Sales Mavericks & Marketing Rebels,” where hosts Nicholas Loise and Marco Salinas dive deep into the art of sales and marketing. In this episode, titled “Showtime! How Sales and Marketing Mimic Political Theatrics and Religious Storytelling,” we explore the fascinating intersections between sales, marketing, and other realms like politics, religion, and sports.Introduction:Nicholas and Marco come right out of the gate, discussing Marco’s Texas Rangers gear, bringing a casual and relatable start to the episode. Marco’s passion for baseball sets the stage for a broader conversation about the influence of performance and emotion in various sectors.Episode Focus:The hosts jump into the crux of the episode by discussing how effective sales and marketing are akin to putting on a show. They draw inspiration from the recent Democratic and Republican conventions, highlighting the crucial lessons business owners can learn from them without diving into political biases.Core Sa

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-niche-markets

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 toward achieving them. He helps his clients understand the current financial, economic, and political climate to better position their assets to address their preservation, growth, income, or legacy needs. Jim is a graduate of the University of Florida. He lives in Chesterfield with his wife, Nina. Jim enjoys distance running, travel, and spending time with his family.Learn More: https://www.mybrb.financial/WealthSecurities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Blue Ridge Bank and BRB Wealth are not re

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 your 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-401k-rollovers

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

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

Chris is a CPA/retirement strategist/basketball coach/husband/father!He is 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-annuities-income-planning

Welcome to the inaugural episode of the Sales Mavericks & Marketing Rebels Podcast, hosted by Nicholas Loise and Marco Salinas! In this kickoff episode, we dive deep into the essence of authenticity in sales and marketing and unveil the immense power of podcasting for business growth.Nicholas Loise, co-host and founder of the Sales Performance Team, kicks things off with a nostalgic nod to the 70s, discussing the yacht rock classic that sets the tone for today’s conversation. This introduces a discussion on how people have found connections—from newspapers to modern platforms like Tinder and Craigslist—highlighting the evolution of networking and its importance in today’s business landscape.Marco Salinas, head of Pina Colada Marketing and Pina Colada Podcast, joins Nicholas in exploring the world of podcasting. They emphasize that in an age where honesty and transparency are paramount, podcasting offers an unparalleled medium for business owners to connect deeply with their audiences. Referencing thought

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-retirement-planning

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 toward achieving them. He helps his clients understand the current financial, economic, and political climate to better position their assets to address their preservation, growth, income, or legacy needs. Jim is a graduate of the University of Florida. He lives in Chesterfield with his wife, Nina. Jim enjoys distance running, travel, and spending time with his family.Learn More: https://www.mybrb.financial/WealthSecurities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker/dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Blue Ridge Bank and BRB Wealth are not re

Arica was born and raised in Huerfano County and has a deep sense of respect for the land and the way of life in Southern Colorado. Arica graduated from John Mall High School in Walsenburg and then moved to Boulder, where she obtained a BA in Business Management with an emphasis in Real Estate from the University of Colorado. Throughout college, she worked as a mortgage broker assistant, and upon graduation in 2007, she became a licensed broker associate at Coldwell Banker, one of the leading real estate brokerages in Boulder, CO.Although Arica was fortunate enough to have a great deal of success as a realtor in Denver and Boulder, she felt something was missing. She decided to take a leap of faith and move back to Southern Colorado, as this is where her heart resided. Upon her return, she worked as a manager for a large corporation that offered durable medical equipment throughout Southern Colorado. Arica learned a great deal about managing other employees, financial accounting, human resources, marketing, a