
Episode 21 - Navi Dowty | Certified Tax Specialist
“My journey began in my grandfather's workshop, igniting a passion for invention and financial empowerment. Today, I dedicate my life to helping others achieve financial independence.”Navi Dowdy is a:...
25 Sep 202530min

Episode 20 - Mark Caner | President at W&S Financial Group Distributors, Inc.
Western & Southern Financial Group has over 135 years of helping to meet the financial stability needs of our customers — individuals, families, businesses, foundations and nonprofits — with a wide ra...
18 Sep 202522min

Episode 19 - Larry & Judy Poole
At Poole Financial Services, Inc., our vision is simple: to help people feel confident and supported as they plan for their financial future. As a family-run firm, we believe in building strong, lasti...
11 Sep 202524min

Episode 18 - Michael J. Seibert | Destination Retirement
Michael helps people achieve a higher and more predictable retirement income stream using his proprietary economic based process. As a Retirement Income Certified Professional® from the American Colle...
4 Sep 202525min

Episode 17 - Tom Wall | Whole Life Masterminds
Tom Wall has spent the entirety of his 20-year career positioning whole life insurance and competing against his alternative. Starting in college as an award-winning advisor with Northwestern Mutual b...
28 Aug 202526min

Episode 16 - Jayson Cohen | Founder/CEO at American Legacy Solutions, LLC
American Legacy Solutions is a client-first brokerage firm dedicated to helping individuals and families achieve their financial goals through education, personalized service, and comprehensive financ...
21 Aug 202529min

Episode 15 - The Million Dollar Decision | Robert Rohli
Robert Rolih is the international bestselling author of The Million Dollar Decision: Get Out of the Rigged Game of Investing and Add a Million to Your Net Worth, a book that has received glowing revie...
14 Aug 202514min

Episode 14 - Retirement Experts Ryan Thacker and Tyson Thacker | B.O.S.S. Retirement Blueprint
Ryan ThackerFounder and Investment Advisor RepresentativeRyan’s primary focus is retirement income planning, and he is passionate about helping clients achieve their financial goals during retirement ...
7 Aug 202527min



















