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Financial Strategies Group, Inc.

Financial Strategies Group, Inc

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Financial Strategies Group, Inc. is an all-around financial advising firm specializing in effective comprehensive financial plans. We offer financial services, including wealth and asset management, retirement planning, and life insurance.
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Strategies for your financial future. Complex topics made simple and actionable, so when it comes to your money, you're making smart decisions. The following program is sponsored by JT Financial Group which is solely responsible for its content. Securities offered through J.W. Cole Financial, Inc. (JWC) Member FINRA/SIPC. Advisory Services offered through J.W. Cole Advisors, Inc. (JWCA)JT Financial Group and JWC/ JWCA are unaffiliated entities.
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Introducing the WillPower podcast, hosted by a young author and accredited businessman, Will Holdren. Each week, he sits down with some of the top entrepreneurs in the industry to discuss their journey to success, the challenges they faced, and the insights they've gained along the way. From startups to Fortune 500 companies, Will delves into the stories of entrepreneurs who have made a significant impact in their field. Join him as he explores the mindset, strategies, and experiences of the ...
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Welcome to Wisdom and Wealth, where we explore a variety of wealth management topics! Featuring Frank Astorino, President of the Astorino Financial Group, Inc., we're highlighting the very strategies, solutions, and conversations that Frank is having with his clients on a regular basis. Our reasons for becoming financial professionals are deeply personal. We repeatedly saw many friends and family struggling to find the help they needed to map out their financial future. We are confident that ...
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Sound Financial Group

Paul Adams & Cory Shepherd

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Join Sound Financial Group CEO Paul Adams and President Cory Shepherd every week, as they help you Design and Build a Good Life™. Through the information provided on this podcast, we give you the ability to do this yourself. Why do we need to do this? Because every other media you're going to engage in has a vested interest in capturing your mindshare, and in having you spend your surplus, rather than you caring for your financial future. Your financial future is inevitable and uncertain. Th ...
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The Retire Happy Podcast

John Iammarino & Thomas O‘Connell

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Financial and retirement guidance San Diego‘s John Iammarino of Securus Financial and Thomas O‘Connell of International Financial Advisory Group, Inc. in Rockaway, New Jersey. John is a veteran of the financial services industry, a Certified Medicaid Planner, and a National Social Security Advisor. He founded Securus Financial to help retirees and soon-to-be retirees ensure that their retirements provide them with financial peace of mind and the security they need to enjoy their golden years ...
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Caleb’s Business Podcast is a show that highlights unique business professionals from around the globe and allows them to share their one-of-a-kind stories, wisdom, and experiences with some laughs along the way. Ranging from sustainable energy, to pet companies, to cannabis and psilocybin there’s no lack of unique professionals or topics. The host of Caleb’s Business Podcast, Caleb Huey, is the President of Creative Direct Marketing Group (CDMG Inc.), a direct-to-consumer marketing agency b ...
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Welcome back to Travis Watts! In this special encore episode, we're thrilled to have Travis Watts return to the show, offering invaluable updates and expert insights into the dynamic world of real estate investing. As a key player at Ashcroft Capital and a seasoned investor himself, Travis brings a wealth of knowledge gained from years of experienc…
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Join us for an inspiring episode as we sit down with Shirley Jump, the visionary CEO of JumpStart Creative Solutions. With over 11 million books in print and a staggering 39 national bestsellers under her belt, Shirley has revolutionized the publishing industry with her innovative strategies and unparalleled creativity. In this conversation, Shirle…
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Welcome to another empowering episode of the Willpower Podcast, where we explore the stories of individuals who have harnessed their inner strength to achieve remarkable success. In this episode, we sit down with Kasia Siwosz, a true embodiment of resilience and determination. Join us as Kasia shares her extraordinary journey from the courts of pro…
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While we love featuring guests on the show, John and Tom take a moment in this episode to touch on a topic close to their hearts: retirement planning regrets. Drawing from their years of experience, they discuss common pitfalls and missed opportunities that clients often face in the retirement planning process. From procrastinating on tax planning …
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Join us on the WillPower Podcast as we delve into the dynamic world of real estate with our special guest, Melissa Horbelt, the driving force behind First Class Real Estate Lanier Group. Based out of Georgia, Melissa shares the inspiring journey of how her team became one of the fastest-growing real estate entities in the state. From navigating mar…
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In this episode of the Willpower Podcast, we're joined by Reid Tileston, author of "Grit it Done" and a leading voice in the world of entrepreneurship. Based in Utah, Reid is renowned for his expertise in guiding individuals towards financial independence through strategic business acquisitions. As a keynote speaker and mentor, Reid's insights are …
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Title: WillPower Podcast Episode: "Anchoring Success: A CEO's Journey with Chris Stockhoff" Description: Welcome to another inspiring episode of the WillPower Podcast! Join us as we sit down with Chris Stockhoff, the dynamic CEO and Founder of Anchor Mortgage, a leading mortgage company based in bustling Atlanta. In this enlightening conversation, …
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In this episode of Wisdom and Wealth, we delve into the intricacies of family dynamics and the critical need for enhanced financial literacy. Our guest, Dr. Teri Rouse, an Early & Behavior Interventionist Consultant & Speaker, joins us to shed light on the challenges that families encounter in today's complex financial landscape. Dr. Rouse brings a…
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Welcome back to the WillPower Podcast, where we explore the transformative power of will and determination in achieving success. In this episode, we are thrilled to be joined by Dr. Darnyelle Harmon, the dynamic CEO of Incredible One Enterprises and a visionary business coach who has guided over 45 CEOs to millionaire status. Join us as we dive int…
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Financial surprises can creep up on even the most organized people, causing everything from minor annoyances to major issues. On the latest episode of Wisdom and Wealth, we’re diving into some common financial surprises and how you can take steps to avoid them. We'll provide you with some key takeaways to help optimize your financial world! Chapter…
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Join us for an inspiring conversation with Ken Rusk, a passionate advocate for blue-collar workers and the founder of a multimillion-dollar construction company. Ken shares his journey from humble beginnings to entrepreneurial success, offering invaluable insights into the world of blue-collar work and entrepreneurship. As the best-selling author o…
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In this empowering episode of the Willpower Podcast, join us for an enlightening conversation with Tommy Whitehead, the dynamic CEO spearheading TomCo Solutions. Explore Tommy's groundbreaking initiatives at the forefront of the construction industry, including his visionary AI company and innovative capital raising endeavors. Gain invaluable insig…
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We're excited to have Andy Ives, CFP®, AIF®, back on the podcast with us this week. Andy is an IRA analyst at ED Slott and Company LLC. He joins us to talk about avoiding costly mistakes with your retirement funds. Tune in as we talk about Net Unrealized Appreciation (NUA) opportunities, Roth conversions, the age 55 exemption, and much more! Import…
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In this captivating episode, we dive deep into the inspiring story of Greg Mohr, a former engineer who broke free from the confines of the 9-5 grind to pursue his passion for entrepreneurship. As a franchise consultant, Greg not only shares his bold decision to invest his retirement savings into launching his own business but also sheds light on hi…
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In this episode of the Willpower Podcast, join us for a riveting conversation with Jon Alwinson, the renowned author of 'Relentless Sales' and a distinguished figure in the realm of sales. With a remarkable repertoire of achievements, Jon unveils the keys to his unparalleled success, offering invaluable insights and practical strategies for aspirin…
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Join us for an intimate conversation with Chavez and Chris, the dynamic duo behind Atlanta's premier HVAC company, AirTouch HVAC. In this special episode, we delve into the remarkable story of their rise to success, starting from humble beginnings in 2018 to becoming industry leaders in the heart of Atlanta. But their journey wasn't without its tri…
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In today's episode, we're shifting gears to focus on the often misunderstood realm of 401(k) management. Joining us is Mr. John Blamphin, the Director of Operations and Research at Retirement Management Systems. John, a seasoned CFP® and AIF® with over 31 years of industry experience, is here to talk about the complexities of 401(k) taxation, targe…
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In today's episode, we're excited to chat with Dean Zayed, the CEO and founder of Brookstone Capital Management. Our partnership with Dean has significantly influenced our careers and benefited our clients. Tune in as we discuss the unique financial strategies that distinguish Brookstone in the industry and talk about the power of collaboration and…
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Each and every wealth plan should be a customized approach to addressing your personal and financial goals in life. Our team at the Astorino Financial Group works with clients to develop a systematized approach to conquering their financial challenges, so they can live a life of significance. In today's episode of Wisdom and Wealth, we're exploring…
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In this riveting episode, join us as we delve into the inspiring journey of Brian Hall, the dynamic CEO and founder of Rehab1. At the young age of 28, Brian embarked on a mission to revolutionize the rehabilitation industry, founding Rehab1 and paving the way for a new era of wellness. Discover the entrepreneurial prowess that led Brian to not only…
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On the latest episode of Wisdom and Wealth, we take a deep dive into the world of wealth management as a whole and what it means to the modern day investor. Each and every individual/family should be leveraging a wealth plan that's catered towards their goals for the future. But what does their plan look like and how do they develop it? That's wher…
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We're kicking off 2024 with none other than Brookstone Capital Management's Chief Investment Officer, Mark DiOrio, CFA. With the new year unfolding and market speculations flying high, everyone's ears are tuned in to the diverse predictions echoing across the financial landscape. Having steered Brookstone's investment ship for the better part of a …
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Dive into the world of retail innovation and wellness mastery in this illuminating episode featuring Jayson Siano. As an advisor to game changers and a seasoned retail real estate expert, Jayson has played a pivotal role in propelling brands like Chipotle and Starbucks to unprecedented heights. Join us as we unravel the strategies and insights behi…
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In this power-packed episode, join us as we sit down with Joseph Moffett, a former military professional turned financial strategist. Discover his unique approach to helping high performers break free from the conventional mold of residential real estate investments. Joseph shares insights, strategies, and his personal journey from the military to …
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Join us for a heartfelt conversation with John Huffman, the visionary CEO of Huffman Construction Group and a dedicated faith-based entrepreneur. Discover the unique intersection of business and faith as John shares his journey in building not just structures, but a legacy rooted in strong principles. From navigating the challenges of the construct…
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In this illuminating episode, join us for a profound exploration into the realms of faith and business with our esteemed guest, Pastor Brian Hall. As a seasoned spiritual leader working closely with business owners across the nation, Pastor Hall delves deep into profound Christian topics that extend far beyond the conventional. Together, we embark …
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On the latest episode of Wisdom and Wealth, we sit down with hosts Ryan Ruff and Frank Astorino as they discuss succession planning for business owners. The team is hosting a special guest, Edward A. Gramigna, Jr. from #faegredrinker who advises high net worth individuals on structuring, managing and preparing for the transfer of assets with the go…
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For full show notes visit: PODCAST EPISODE 299 - Dave Ramsey can bankrupt you with this advice - Sound Financial Group (sfgway.com) Subscribe and click the bell on Youtube and Facebook to become notified when Paul and Cory post their next episode. This Material is Intended for General Public Use. By providing this material, we are not undertaking t…
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In this illuminating episode, join us as we dive into the transformative journey of Shannon Stevenson, a former model turned real estate investor and the visionary CEO of Vivo Health Solutions. Shannon takes us through her remarkable evolution from the glamorous world of modeling to the dynamic realm of real estate, all while embracing a profound p…
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For full show notes visit: PODCAST EPISODE 298 - Maximizing Your Retirement Income with Whole Life Insurance - Sound Financial Group (sfgway.com) Subscribe and click the bell on Youtube and Facebook to become notified when Paul and Cory post their next episode. This Material is Intended for General Public Use. By providing this material, we are not…
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In this inspiring episode, join us as we sit down with the remarkable Buddy Rushing, a former military hero turned real estate entrepreneur dedicated to empowering fellow veterans on their path to financial freedom. Buddy shares his incredible journey from the frontlines to the world of real estate, revealing the lessons he learned along the way an…
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In this compelling episode, join us as we sit down with Adam Allred, the esteemed founder of Nine Fold and a leading D2D sales coach. Adam shares the inspiring story of his entrepreneurial journey, offering invaluable insights into his start in business and the pivotal moments that shaped his success. But it's not just about sales and entrepreneurs…
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For full show notes visit: PODCAST EPISODE 297 - How Much Life Insurance Should You Own? - Sound Financial Group (sfgway.com) Subscribe and click the bell on Youtube and Facebook to become notified when Paul and Cory post their next episode. This Material is Intended for General Public Use. By providing this material, we are not undertaking to prov…
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In this captivating episode, we sit down with the remarkable Justin Loutfy, a true embodiment of dedication, resilience, and success. Justin's life story is nothing short of inspiring, from his time in the military, where he honed his discipline and determination, to conquering the grueling Ironman competition, and now serving as the CEO of Onyx Pe…
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The consequences of misunderstanding Social Security can be dramatic. That's why we're bringing in the best of the best to help you understand its complexities.Bill Rainaldi, the Senior Financial Services Consultant for Security Mutual Life Insurance Company, stands as the leading authority on all things Social Security. Join us as we demystify Soc…
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For full show notes visit: PODCAST EPISODE 296 - Should I Buy Life Insurance for My Kids? - Sound Financial Group (sfgway.com) Subscribe and click the bell on Youtube and Facebook to become notified when Paul and Cory post their next episode. This Material is Intended for General Public Use. By providing this material, we are not undertaking to pro…
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In this inspiring episode, we sit down with the remarkable Brian Nabavi, a true entrepreneurial trailblazer, as he shares the incredible journey of transforming a modest brand into a powerhouse, skyrocketing from 300 to 8 figures in revenue. Join us as Brian delves into the strategies, challenges, and invaluable lessons learned along the way, offer…
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Bob Shalongo is the Vice President of Sales at Coastal Financial Group. The open enrollment period for Medicare is once again upon us, so we thought it would be a perfect time to invite Bob to the show. Bob will discuss the different types of Medicare plans that are out there and what criteria to look out for when selecting a plan. Episode Links Co…
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For full show notes visit: PODCAST EPISODE 295 - The Three Stooges, Jimmy Carr, Whale Oil, and Playgirl... - Sound Financial Group (sfgway.com) Subscribe and click the bell on Youtube and Facebook to become notified when Paul and Cory post their next episode. This Material is Intended for General Public Use. By providing this material, we are not u…
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For full show notes visit: PODCAST EPISODE 294 - Dave Ramsey Doesn’t Understand Life Insurance (Part 2) - Sound Financial Group (sfgway.com) Subscribe and click the bell on Youtube and Facebook to become notified when Paul and Cory post their next episode. This Material is Intended for General Public Use. By providing this material, we are not unde…
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