Episode 13 - David McKnight | The Power of Zero
David McKnight graduated from Brigham Young University with Honors in 1997. He has been featured in Forbes, USA Today, The New York Times, Fox Business, Bloomberg Radio, MarketWatch, CBS Radio, CNBC, ...
31 Heinä 202519min
Episode 12 - Michael Battalini | President and CEO of The Pittsburgh Wealth Management Group
Michael Battalini is a fully licensed Life, Annuity and Health Insurance Agent. Michael has a Bachelor of Science in Business Administration from Robert Morris University. Michael is also a Registered...
24 Heinä 202516min
Episode 11 - Todd Valles | IRMAA Resources/Healthcare Retirement Planner
Todd VallesTodd Valles has worked for several Fortune 500 companies in the financial services sector. He has been a Keynote Speaker/Presenter at hundreds of financial advisor conferences, events and m...
17 Heinä 202533min
Episode 10 - Kari Ellis, Founder & CEO of WayPoint Consulting Partners
Meet Kari Ellis, Founder & CEO of WayPoint Consulting Partners.With over 15 years of experience in the Insurance and Financial Services field, Kari is an industry expert. As a seasoned Career Consulta...
10 Heinä 202522min
Episode 9 - Dr. Laurett Ellsworth Arenz
Dr. Laurett Ellsworth Arenz, BFA, co-hosts HERO’S Talk Radio with her husband Dave. The program airs in 45 markets nationwide. As a certified Behavioral Financial Advisor, Laurett combines her BA in P...
3 Heinä 202526min
Episode 8 - Daniel Jack
Daniel A. Jack has cultivated a distinguished career in financial services spanning decades. His extensive professional background encompasses both private and public sector roles, demonstrating a com...
26 Kesä 202525min
Episode 7 - Joe Jordan
Joe Jordan, inspirational speaker and behavioral finance expert, is the author of the award-winning book "Living a Life of Significance" (Acanthus Publishing, 2013). The book has sold over 150,000 cop...
19 Kesä 202525min
Episode 6 - Juli McNeely (Financial Clarity by Design)
Financial Clarity by Design, formally McNeely Financial Services, offers comprehensive strategies through a spectrum of financial services. From growing your wealth to planning for your family’s futur...
12 Kesä 202521min
