Episodios

  • Interview with Adam Blain, Wealth and Retirement Advisor with AAA Life Solutions -The Retirement Mountain

    Interview with Adam Blain, Wealth and Retirement Advisor with AAA Life Solutions -The Retirement Mountain
    May 12 2025
    Adam Blain is a Wealth and Retirement Advisor based in Germantown, Tennessee, dedicated to helping individuals plan for retirement—whether they’re building their savings or already enjoying retirement life. With over eight years of experience, Adam is Series 65 licensed and also holds life and health insurance licenses. He provides personalized strategies for income planning, investment management, annuities, tax-efficient withdrawals, estate coordination, and Medicare guidance.

    Adam serves as a fiduciary under AAA Life Solutions and believes in offering clear, honest advice that’s easy to understand. His approach is faith-driven, educational, and tailored to each client’s goals. Outside of work, Adam is a husband, a proud father of three, and is actively involved in his church and community.

    Learn more: aaalifesolutions.com

    The opinions expressed by Adam Blain and guests on this show are their own and do not reflect the opinions of this radio station. All Statements and opinions expressed are based upon information considered reliable, although it should not be relied upon as such. Any statements or opinions are subject to change without notice. Investments involve risk and unless otherwise stated are not guaranteed. Past performance cannot be used as an indicator to determine future results. Any strategies mentioned may not be suitable for everyone, information expressed does not take into account your specific situation or objectives and is not intended as recommendations appropriate for you. Before acting on any information mentioned, please consult with a qualified tax or investment advisor to determine if it is suitable for your specific situation. This program is designed to provide accurate and authoritative information with regard to subject covered.

    BWA Disclosure: Investment advisory services offered through Brookstone Wealth Advisors, LLC (BWA), a registered investment advisor and an affiliate of Brookstone Capital Management, LLC. BWA and AAA Life Solutions are independent of each other. Insurance products and services are not offered through BWA but are offered and sold through individually licensed and appointed agents.

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

    Source: https://businessinnovatorsradio.com/interview-with-adam-blain-wealth-and-retirement-advisor-with-aaa-life-solutions-the-retirement-mountain
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    24 m
  • Interview with John Wright, CFA Chief Investment Officer of Stellar Assets Discussing Beating the Market

    Interview with John Wright, CFA Chief Investment Officer of Stellar Assets Discussing Beating the Market
    May 7 2025
    John is a Stanford guy, but not Wall Street. He has spent his entire career in the real world solving the biggest problems facing the largest companies.
    Problems like how to win, grow sales, and improve the stock price. He has driven value across diverse industries: Consulting, Technology, Industrial, Retail, and Transportation. But he no longer works for McKinsey, HP, Exxon, AutoZone, or GM. Now he works for you! And he applies that problem-solving, creativity, and corporate background to decide how to best invest your assets. It would be his honor if people would consider him a money manager.

    On a personal note, he is married with 3 children. He is the 7th of 9 children in an extended family where everyone still gets along. They were raised by faithful parents who taught strong values, including that they are all part of a greater family of brothers and sisters. He served a 2-year full-time mission in the Netherlands & Belgium to help share that message.

    Learn more: http://www.stellar-assets.com/

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

    Source: https://businessinnovatorsradio.com/interview-with-john-wright-cfa-chief-investment-officer-of-stellar-assets-discussing-beating-the-market
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    26 m
  • Interview with Pri Cosentino Senior E.A.S.E. Advisor with Xexis Private Wealth

    Interview with Pri Cosentino Senior E.A.S.E. Advisor with Xexis Private Wealth
    May 5 2025
    Priscila “Pri” Cosentino is an accomplished Senior E.A.S.E. Advisor and Wealth Mentor, renowned for her ability to integrate financial expertise with transformative personal development methodologies. With over a decade of experience across industries in Brazil and the United States—ranging from advertising and events to retail and financial services—Pri brings a wealth of knowledge and a strategic advisory mindset to every client engagement.Mentored for over decades by the best in the world, Pri has refined her expertise in financial planning, wealth mindset, and strategic growth. Her approach goes beyond traditional financial advisory by integrating emotional intelligence, addressing the cognitive, emotional, physical, and spiritual dimensions of a client’s life.As a Senior E.A.S.E. Advisor specializing in Wealth Mentoring, Pri leverages the E.A.S.E. Methodology™ (Empowerment, Alignment, Strategy, and Execution) to deliver customized, results-driven strategies. Through her advisory work, she identifies and addresses the root causes of financial behaviors, empowering clients to cultivate a wealth-conscious mindset and take ownership of their financial journeys. The proven methodology focuses on: Strategic Wealth Alignment, Transformational Mindset Shifts, Goal-Driven Execution, and Systemic Integration. Pri’s expertise empowers her clients not only to achieve financial freedom but also to develop emotional intelligence, strengthen their leadership capacity, and foster lasting personal fulfillment.With an MBA in Neuroscience and Human Behavior from UniF and a degree from the University of Central Florida (UCF), Pri combines her financial acumen with deep knowledge of emotional intelligence (EI) and behavioral finance. Through her advisory work, she seamlessly integrates these insights to help clients make informed decisions that align with both their financial goals and their emotional well-being. By applying evidence-based coaching techniques, Pri guides her clients toward profound transformations, helping them cultivate resilience, purpose, and self-accountability.Pri’s commitment to advisory excellence and mentoring leadership is deeply influenced by her decade-long mentorship with Dan Brooks at Xexis Private Wealth, an independent financial services firm specializing in creating and maintaining customized retirement strategies for clients. Dan’s mentorship has instilled in Pri the highest standards of integrity, ethics, and professionalism, enabling her to develop tailored strategies that secure her clients’ financial futures while fostering their emotional and personal growth. Xexis Private Wealth’s comprehensive approach includes: Retirement Income Strategies, Wealth Management, and Tax and Estate Planning.By blending Xexis Private Wealth’s proven strategies with her expertise in Coaching, Pri delivers a unique value proposition that empowers clients to achieve not only financial freedom but also emotional balance and personal fulfillment. Pri’s work is grounded in a deep commitment to integrity, ethics, and authenticity, principles that guide her approach to advisory and mentoring. Her ongoing pursuit of knowledge ensures that she remains at the forefront of financial advisory and personal development, consistently offering her clients innovative and effective solutions.Fluent in English, Portuguese, German, and Spanish, Pri connects effortlessly with a global clientele, offering personalized experiences that resonate with her clients’ unique aspirations. Beyond her professional achievements, Pri is a lifelong learner and advocate for holistic well-being. She finds inspiration in her travels, meaningful conversations about business, art, and faith, and cherishes her role as the proud dog mom to Tish, Weiße, Pkna, and Traya.Learn more: http://pricosentino.com/ and http://xexiswealth.com/DISCLAIMER: We are an independent financial services firm helping individuals create retirement strategies using a variety of investment and insurance products to custom suit their needs and objectives. Investment advisory services offered through Virtue Capital Management, LLC (VCM), a registered investment advisor. VCM and Xexis Private Wealth, LLC. are independent of each other Investing involves risk, including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. None of the information contained on this website shall constitute an offer to sell or solicit any offer to buy a security or any insurance product. Any references to protection benefits or steady and reliable income streams on this website refer only to fixed insurance products. They do not refer, in any way, to securities or investment advisory products. Annuity guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company. Annuities are insurance products that may be subject to fees, surrender ...
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    23 m
  • Interview with John Wright, CFA Chief Investment Officer of Stellar Assets Discussing Managing Market Risk

    Interview with John Wright, CFA Chief Investment Officer of Stellar Assets Discussing Managing Market Risk
    May 5 2025
    John is a Stanford guy, but not Wall Street. He has spent his entire career in the real world solving the biggest problems facing the largest companies.

    Problems like how to win, grow sales, and improve the stock price. He has driven value across diverse industries: Consulting, Technology, Industrial, Retail, and Transportation. But he no longer works for McKinsey, HP, Exxon, AutoZone or GM. Now he works for you!
    And he applies that problem-solving, creativity, and corporate background to decide how to best invest your assets. It would be his honor if people would consider him a money manager.

    On a personal note, he is married with 3 children. He is the 7th of 9 children in an extended family where everyone still gets along. They were raised by faithful parents who taught strong values, including that they are all part of a greater family of brothers and sisters. He served a 2-year full-time mission in the Netherlands & Belgium to help share that message.

    Learn more: http://www.stellar-assets.com/

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

    Source: https://businessinnovatorsradio.com/interview-with-john-wright-cfa-chief-investment-officer-of-stellar-assets-discussing-managing-market-risk
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    32 m
  • Interview with Jed Morley, Founder and CEO of Backstory Branding

    Interview with Jed Morley, Founder and CEO of Backstory Branding
    May 5 2025
    Jed G. Morley is the founder and CEO of Backstory Branding, a consultancy dedicated to helping businesses build brands that live up to their promise through consulting, coaching, and courses. With over two decades of experience, Jed has led brand breakthroughs for category leaders such as BambooHR, Lucidchart, Consensus, Grow, and Vasion. His proprietary Backstory Brand Wheel™ Framework has empowered organizations across industries to clarify their purpose, articulate their value, and codify their culture.

    Jed has also written a book titled “Building a Brand That Scales”, which is set to be released on June 3, 2025.

    Learn more: https://www.backstorybranding.com/



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

    Source: https://businessinnovatorsradio.com/interview-with-jed-morley-founder-and-ceo-of-backstory-branding
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    20 m
  • Interview with John Wright, CFA Chief Investment Officer of Stellar Assets Discussing Investing in Individual Equities

    Interview with John Wright, CFA Chief Investment Officer of Stellar Assets Discussing Investing in Individual Equities
    Apr 30 2025
    John is a Stanford guy, but not Wall Street. He has spent his entire career in the real world solving the biggest problems facing the largest companies.
    Problems like how to win, grow sales, and improve the stock price. He has driven value across diverse industries: Consulting, Technology, Industrial, Retail and Transportation.

    But he no longer works for McKinsey, HP, Exxon, AutoZone or GM. Now he works for you!
    And he applies that problem-solving, creativity, and corporate background to decide how to best invest your assets. It would be an honor, if people would consider him a money manager.

    On a personal note, he is married with 3 children. He is the 7th of 9 children in an extended family where everyone still gets along. They were raised by faithful parents who taught strong values, including that they are all part of a greater family of brothers and sisters. He served a 2-year full-time mission in the Netherlands & Belgium to help share that message.

    Learn more: http://www.stellar-assets.com/

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

    Source: https://businessinnovatorsradio.com/interview-with-john-wright-cfa-chief-investment-officer-of-stellar-assets-discussing-investing-in-individual-equities
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    25 m
  • Interview with Tim Dwyer, Founder & Director with Tolemy

    Interview with Tim Dwyer, Founder & Director with Tolemy
    Apr 29 2025
    An educator, consultant, and business builder, Tim teaches entrepreneurs, business owners, and CEOs how to design, build, and activate business strategies based on a foundation of their core brand assets.

    A master at helping businesses curate and communicate their true value in the market. Tim loves making a difference in people’s lives.

    Tim works with industry leaders who have chosen to do things differently. These are the pioneers of industry who, when they see a trend or a gap in the market, take action to create value the market wants to see. A storyteller, Tim shares life in business experiences through analogy – bringing business frameworks to life.

    Tim is highly skilled at connecting to the bigger vision, breaking down the complexities of business, and empowering entrepreneurs, business owners, CEOs and their leadership teams to achieve their vision.

    With over 30 years of supporting enterprises and growing businesses, Tim has built teams of capable, passionate, purpose-led professionals who can activate business growth.

    Tim is an entrepreneur, business growth specialist, keynote speaker, and industry leader in business education and consulting to private enterprises. Tim offers a choice of delivery methods including consulting, coaching, training, facilitation, and mentoring.

    Learn more: https://www.timdwyer.net.au/

    The Tolemy Map

    Get on the book notification list: http://www.Tolemy.com

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

    Source: https://businessinnovatorsradio.com/interview-with-tim-dwyer-founder-director-with-tolemy
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    23 m
  • Interview with Eric Liriano, CFP®, Principal and Founder of Liriano Wealth Advisory Group-Tax-free Investing and Retirement for Legacy Pla

    Interview with Eric Liriano, CFP®, Principal and Founder of Liriano Wealth Advisory Group-Tax-free Investing and Retirement for Legacy Pla
    Apr 28 2025
    Eric E. Liriano, CFP®, is the Principal and Founder of Liriano Wealth Advisory Group, LLC, with over 25 years of experience in the financial planning industry. A graduate of Boston College with a degree in Business Marketing and Communications, Mr. Liriano employs a distinctive macroeconomic approach to wealth accumulation and preservation.

    He serves a diverse clientele, including business owners, executives, affluent families, and professionals in academia. As a sought-after speaker, he frequently leads financial planning seminars for employees of major corporations, healthcare organizations, and educational institutions.

    His areas of expertise include estate planning, insurance, investment strategies, employee and executive benefits, and retirement planning. Through comprehensive financial guidance, he helps individuals and businesses secure their financial futures with confidence.

    Learn more: http://www.lirianowealthadvisory.com/
    Phone: 617-969-2933

    Check the background of your financial professional on FINRA’s Broker Check.
    https://brokercheck.finra.org/individual/summary/1905998 The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker – dealer, state – or SEC – registered investment advisory firm. The opinions expressed and material provided are for general information and should not be considered a solicitation for the purchase or sale of any security. Investment advisory services offered through Liriano Wealth Advisory Group LLC., an SEC Registered Investment Adviser* located in Newton, MA and its representatives are in compliance with the current registration and notice filing requirements imposed upon SEC registered investment advisers by those states in which Liriano Wealth Advisory Group LLC maintains clients. Liriano Wealth Advisory Group LLC may only transact business in those states in which it is notice filed or qualifies for an exemption or exclusion from notice filing requirements. Liriano Wealth Advisory Group LLC’s website is limited to the disseminations of general information regarding its investment advisory services to United States residents residing in states where providing such information in not prohibited by applicable law.
    The Living Balance Sheet® (LBS) and the LBS Logo are registered service marks of Guardian. © 2005-2023 The Guardian Life Insurance Company of America. Online Terms & Conditions – https://static.fmgsuite.com/media/documents/b73e8f1c-12a6-4dc0-ac5e-b6bb81e5bea3.pdf
    Online Privacy Policy – https://static.fmgsuite.com/media/documents/36a04efa-7d6f-4790-89b6-9cbc6de8d003.pdf Important Disclosures – http://www.guardianlife.com/Disclosures/index.htm
    California Insurance ID # OC63111.

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

    Source: https://businessinnovatorsradio.com/interview-with-eric-liriano-cfp-principal-and-founder-of-liriano-wealth-advisory-group-tax-free-investing-and-retirement-for-legacy-planning
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    23 m
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