Episodios

  • Interview with Patrick Cotter, Founder of Cotter Financial Group Discussing Emotional Well-being in Retirement

    Interview with Patrick Cotter, Founder of Cotter Financial Group Discussing Emotional Well-being in Retirement
    Dec 22 2025
    Cotter Financial Group, LLC. is a community-based concierge-level retirement planning firm helping pre-retirees and retirees in the most critical phase of retirement known as the Retirement Red Zone. 10 years before and after retirement. They are a lifestyle-based planning firm. They do incorporate the numbers aspect while helping families and individuals plan for maximum enjoyment in retirement, while keeping in mind your values, relationships, and, more importantly, how people wish to spend their precious time. So whether they are in retirement, on the verge of or just starting to prepare, they will help get you ready for what matters most and take action with more confidence. Focus areas are:
    • Retirement Income Planning – safe, predictable, and guaranteed
    • Legacy Planning – maximize to whom and what is left to heirs
    • Wealth Transfer – tax-efficient transfer strategies
    • Estate Planning – Wills, Trusts, and Asset Protection
    • Social Security Optimization – claiming strategy guidance
    • Wealth Management – safe and tax-efficient strategies for inflation risk
    Learn More: www.cotterfinancialgroup.com

    Cotter Financial Group, LLC and Kinetic Investment Management, Inc. are two separate entities. Insurance products and services are offered and sold through individually licensed and appointed agents in all appropriate jurisdictions under Cotter Financial Group, LLC. Investment Advisory Services are offered through Kinetic Investment Management, Inc., a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.

    Influential Entrepreneurs with Mike Saunders
    https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

    Source: https://businessinnovatorsradio.com/interview-with-patrick-cotter-founder-of-cotter-financial-group-discussing-emotional-well-being-in-retirement
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    27 m
  • Interview with Patrick Cotter, Founder of Cotter Financial Group Discussing Proactive Retirement Planning

    Interview with Patrick Cotter, Founder of Cotter Financial Group Discussing Proactive Retirement Planning
    Dec 22 2025
    Cotter Financial Group, LLC. is a community-based concierge-level retirement planning firm helping pre-retirees and retirees in the most critical phase of retirement known as the Retirement Red Zone. 10 years before and after retirement. They are a lifestyle-based planning firm. They do incorporate the numbers aspect while helping families and individuals plan for maximum enjoyment in retirement, while keeping in mind your values, relationships, and more importantly, how people wish to spend their precious time. So whether they are in retirement, on the verge of or just starting to prepare, they will help get people ready for what matters most and take action with more confidence. Focus areas are:
    • Retirement Income Planning – safe, predictable, and guaranteed
    • Legacy Planning – maximize to whom and what is left to heirs
    • Wealth Transfer – tax-efficient transfer strategies
    • Estate Planning – Wills, Trusts and Asset Protection
    • Social Security Optimization – claiming strategy guidance
    • Wealth Management – safe and tax-efficient strategies for inflation risk
    Learn More: www.cotterfinancialgroup.com

    Cotter Financial Group, LLC and Kinetic Investment Management, Inc. are two separate entities. Insurance products and services are offered and sold through individually licensed and appointed agents in all appropriate jurisdictions under Cotter Financial Group, LLC. Investment Advisory Services are offered through Kinetic Investment Management, Inc., a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.

    Influential Entrepreneurs with Mike Saunders
    https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

    Source: https://businessinnovatorsradio.com/interview-with-patrick-cotter-founder-of-cotter-financial-group-discussing-proactive-retirement-planning
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    23 m
  • Interview with Ben Golden President of Golden Tax Relief

    Interview with Ben Golden President of Golden Tax Relief
    Dec 18 2025
    Ben Golden is a speaker, author, serial entrepreneur, and elite tax strategist with over 25 years of experience in tax planning and resolution. Ben has been featured in the Top 100 Entrepreneurs, Forbes, and The Wall Street Journal. His firms have earned national recognition, including 2 time Top 400 Fastest Growing Companies with Inc. 500 and several BBB awards. Ben is a state wrestling champion, a Top-ranking all-American flag football referee, and a loving husband and father who supports business owners in reducing taxes, protecting wealth, and building a lasting legacy. Ben is most passionate about serving the community and giving back.

    Learn More: https://goldentaxrelief.com/ + http://bengolden360.com/



    Influential Entrepreneurs with Mike Saunders
    https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

    Source: https://businessinnovatorsradio.com/interview-with-ben-golden-president-of-golden-tax-relief
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    22 m
  • Interview with Bill Wilson President of Wilson Financial Group Discussing Estate Planning

    Interview with Bill Wilson President of Wilson Financial Group Discussing Estate Planning
    Dec 12 2025
    Wilson Financial Group focuses on helping people keep what they work hard for when it comes to their retirement. It’s about how you get from where you are right now to where you want to be. It is about achieving your personal financial goals and enabling you to enjoy the fruits of your labors without having to worry if tomorrow will be a good or bad day in the markets. It is important to plot your path, have a plan for how to get there and get the right advice along the way. “We Help Clients Get to Retirement and Through Retirement.”

    Learn more: https://wilsonfinancialgrp.com/

    No Rendering of Advice. The information contained is provided for informational purposes only and is not intended to substitute for obtaining accounting, tax, or financial advice from a professional accountant.

    Presentation of the information via the Internet is not intended to create, and receipt does not constitute, an accountant-client relationship. Internet subscribers, users and online readers are advised not to act upon this information without seeking the service of a professional accountant. Any U.S. federal tax advice contained in this website is not intended to be used for the purpose of avoiding penalties under U.S. federal tax law.

    While we use reasonable efforts to furnish accurate and up-to-date information, we do not warrant that any information contained in or made available through this website is accurate, complete, reliable, current or error-free. We assume no liability or responsibility for any errors or omissions in the content of this website or such other materials or communications.

    Influential Entrepreneurs with Mike Saunders
    https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

    Source: https://businessinnovatorsradio.com/interview-with-bill-wilson-president-of-wilson-financial-group-discussing-estate-planning
    Más Menos
    19 m
  • Interview with Bill Wilson President of Wilson Financial Group Discussing Guaranteed Income

    Interview with Bill Wilson President of Wilson Financial Group Discussing Guaranteed Income
    Dec 11 2025
    Wilson Financial Group focuses on helping people keep what they work hard for when it comes to their retirement. It’s about how you get from where you are right now to where you want to be. It is about achieving your personal financial goals and enabling you to enjoy the fruits of your labors without having to worry if tomorrow will be a good or bad day in the markets. It is important to plot your path, have a plan for how to get there and get the right advice along the way. “We Help Clients Get to Retirement and Through Retirement.”

    Learn More: https://wilsonfinancialgrp.com/

    No Rendering of Advice. The information contained is provided for informational purposes only and is not intended to substitute for obtaining accounting, tax, or financial advice from a professional accountant.

    Presentation of the information via the Internet is not intended to create, and receipt does not constitute, an accountant-client relationship. Internet subscribers, users and online readers are advised not to act upon this information without seeking the service of a professional accountant. Any U.S. federal tax advice contained in this website is not intended to be used for the purpose of avoiding penalties under U.S. federal tax law.
    While we use reasonable efforts to furnish accurate and up-to-date information, we do not warrant that any information contained in or made available through this website is accurate, complete, reliable, current or error-free. We assume no liability or responsibility for any errors or omissions in the content of this website or such other materials or communications.


    Influential Entrepreneurs with Mike Saunders
    https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

    Source: https://businessinnovatorsradio.com/interview-with-bill-wilson-president-of-wilson-financial-group-discussing-guaranteed-income
    Más Menos
    20 m
  • Interview with Bill Wilson President of Wilson Financial Group Discussing How to Get To and Through Retirement

    Interview with Bill Wilson President of Wilson Financial Group Discussing How to Get To and Through Retirement
    Dec 9 2025
    Wilson Financial Group focuses on helping people keep what they work hard for when it comes to their retirement. It’s about how you get from where you are right now to where you want to be. It is about achieving your personal financial goals and enabling you to enjoy the fruits of your labors without having to worry if tomorrow will be a good or bad day in the markets. It is important to plot your path, have a plan for how to get there, and get the right advice along the way. “We Help Clients Get to Retirement and Through Retirement.”

    Learn More: https://wilsonfinancialgrp.com/

    No Rendering of Advice. The information contained is provided for informational purposes only and is not intended to substitute for obtaining accounting, tax, or financial advice from a professional accountant.

    Presentation of the information via the Internet is not intended to create, and receipt does not constitute, an accountant-client relationship. Internet subscribers, users and online readers are advised not to act upon this information without seeking the service of a professional accountant. Any U.S. federal tax advice contained in this website is not intended to be used for the purpose of avoiding penalties under U.S. federal tax law.

    While we use reasonable efforts to furnish accurate and up-to-date information, we do not warrant that any information contained in or made available through this website is accurate, complete, reliable, current or error-free. We assume no liability or responsibility for any errors or omissions in the content of this website or such other materials or communications.

    Influential Entrepreneurs with Mike Saunders
    https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

    Source: https://businessinnovatorsradio.com/interview-with-bill-wilson-president-of-wilson-financial-group-discussing-how-to-get-to-and-through-retirement
    Más Menos
    20 m
  • Interview with James Kroshus President of Treasure Valley Retirement Shield Discussing Long Term Care

    Interview with James Kroshus President of Treasure Valley Retirement Shield Discussing Long Term Care
    Dec 8 2025
    James has devoted his life to assisting, clients, friends, and family by protecting their assets through insurance and estate planning. James has been in the world of finance and insurance since 1979. As James matured right along with his clients, James became painfully aware of the need that comes at the other end of rainbow, when remaining assets are passed to the next generation. His focus expanded beyond just protection and accumulation to the distribution of wealth after the passing of loved one. With over 45 years of experience James has nearly seen it all.

    Learn More: tvrshield@gmail.com or call 775-233-2203


    Influential Entrepreneurs with Mike Saunders
    https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

    Source: https://businessinnovatorsradio.com/interview-with-james-kroshus-president-of-treasure-valley-retirement-shield-discussing-long-term-care
    Más Menos
    18 m
  • Interview with James Kroshus President of Treasure Valley Retirement Shield Discussing Long Term Care & Estate Planning

    Interview with James Kroshus President of Treasure Valley Retirement Shield Discussing Long Term Care & Estate Planning
    Dec 5 2025
    James has devoted his life to assisting, clients, friends, and family by protecting their assets through insurance and estate planning. James has been in the world of finance and insurance since 1979. As James matured right along with his clients, James became painfully aware of the need that comes at the other end of rainbow, when remaining assets are passed to the next generation. His focus expanded beyond just protection and accumulation to the distribution of wealth after the passing of loved one. With over 45 years of experience James has nearly seen it all.

    Learn More: tvrshield@gmail.com or call 775-233-2203



    Influential Entrepreneurs with Mike Saunders
    https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

    Source: https://businessinnovatorsradio.com/interview-with-james-kroshus-president-of-treasure-valley-retirement-shield-discussing-long-term-care-estate-planning
    Más Menos
    19 m