Episode 37 - Rick Durkee, RICP® | Coastal Financial Planning Group, Founder
Rick Durkee, RICP, LUTCF | FOUNDER & RETIREMENT INCOME CERTIFIED PROFESSIONALRick Durkee is an author, radio host, and community leader. His professional purpose is to help others realize their dream ...
5 Helmi 26min
Episode 36 | Brigette Engstrom - Founder and CEO of Blue Monarch Financial Services
Brigette EngstromFounder & CEOBrigette Engstrom has been a licensed insurance professional since 2000 and is the Founder and CEO of Blue Monarch Financial Services. With a focus on retirement income s...
15 Tammi 23min
Episode 35 | Greg Parady - CEO/Founder of Parady Financial Group Inc.
Parady Financial Group is led by Greg Parady, considered by industry peers as the #1 income and annuity professional in the country. Greg is a renowned retirement strategist, author, and speaker, is a...
8 Tammi 25min
Episode 34 | Bruce Hosler – Founder of Hosler Wealth Management
Bruce, the founder and principal of Hosler Wealth Management, with offices in Prescott and Scottsdale, brings over 28 years of experience to the table. He serves pre-retirees, retirees and widows, and...
1 Tammi 26min
Episode 33 | Mike Milligan | One Oak Financial
Mike Milligan, a Certified Financial Planning Professional, author, podcast and radio show host, and university lecturer, brings 26 years of experience to the financial planning industry. After beginn...
18 Joulu 202532min
Episode 32 - Coach Pete D'Arruda | Capital Financial
Peter J. D’Arruda, MRFC®, RICP®, is former two-time President of the IARFC (International Association of Registered Financial Consultants), an Investment Advisor, fiduciary, and has been in the financ...
11 Joulu 202526min
Episode 31 - Deborah West | AGAPE Retirement Group, LLC.
Deborah West, President & FounderAs a proud daughter of a U.S. Army Veteran, Deborah West has taken pride in serving the financial needs of clients since 2000. She founded AGAPE Retirement Group, LLC ...
4 Joulu 202524min
Episode 30 | Michael Dehal, Senior Portfolio Manager, Private Client Group
With a calm demeanor and purposeful approach, Michael applies his more than 20 years of industry experience in guiding clients toward meaningful goals. His disciplined investment philosophy and unshak...
27 Marras 202513min
