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Interviews with Elite Business Leaders & Experts sharing tips and strategies for elevating your business to the next level.
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Interview with Jay Forgione Owner of Summit Retirement Solutions Discussing How Taxes Impact Retirement
21:56
21:56
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21:56
Founded in 2009, Summit Retirement Solutions is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements. Jay is committed to helping clients work toward their retirement dreams by crafting customized, easy-to-understand financial strategies. Beginning as a Senior Regiona…
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Interview with Jay Forgione Owner of Summit Retirement Solutions Discussing Retirement Planning Buckets
21:51
21:51
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21:51
Founded in 2009, Summit Retirement Solutions, is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements. Jay is committed to helping clients work toward their retirement dreams by crafting customized, easy-to-understand financial strategies. Beginning as a Senior Region…
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Interview with Jay Forgione Owner of Summit Retirement Solutions Discussing Retirement Planners vs Traditional Wealth Management Firms
22:42
22:42
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22:42
Founded in 2009, Summit Retirement Solutions is made up of qualified financial professionals who are passionate about helping individuals and families achieve their ideal retirements. Jay is committed to helping clients work toward their retirement dreams by crafting customized, easy-to-understand financial strategies. Beginning as a Senior Regiona…
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Interview with Jim Phillips, SVP – Managing Director of BRB Wealth Discussing Guaranteed Income
22:32
22:32
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22:32
Jim has over 30 years of investment and wealth management experience. Jim started his career with Merrill Lynch in Richmond, and most recently developed and managed the investment program at CB&T Wealth Management. Jim believes in a personalized approach to get to know his clients and their financial goals, and then develops a strategy to work towa…
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Interview with Luke Harrison with Olin & Associates, Discussing Niche Markets
19:58
19:58
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19:58
Luke is a value-added consultant for Medicare, Life Insurance, Annuities, and Ancillary products lines. With a 15-year background in the Senior Healthcare field, Luke has helped thousands of seniors and continues to be a guide today for thousands more. Learn more: https://olininsuranceadvisors.com/ Influential Entrepreneurs with Mike Saunders https…
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Interview with Jim Phillips, SVP – Managing Director of BRB Wealth Discussing Market Risk
18:19
18:19
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18:19
Jim has over 30 years of investment and wealth management experience. Jim started his career with Merrill Lynch in Richmond, and most recently developed and managed the investment program at CB&T Wealth Management. Jim believes in a personalized approach to get to know his clients and their financial goals, and then develops a strategy to work towa…
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Interview with Bill McDowell President of The McDowell Agency Discussing 401K Rollovers
18:59
18:59
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18:59
Bill has been in the financial services industry for over 20 years. His goal has been and remains to help his clients achieve their retirement goals, protect and grow their assets. Whether it is to leave a TAX FREE legacy TO THEIR LOVED ONE’S or to provide an income for life FOR THEMSELF AND THEIR SPOUSE. He takes pride in helping achieve your spec…
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