Business Innovators Radio podcast

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Business Innovators Radio

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Interview with Louis O’Connor, Founder of Strategic Metals Invest 19:41

3일 전19:41

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19:41

Louis O’Connor is the founder of Strategic Metals Invest, where we offer private investors the opportunity to own the upstream raw materials that contribute to trillions of dollars in downstream GDP. SMI has created a marketplace for rare earth metals and technology metals right as the world pivots from oil and gas to metals. Rare Earths have become more important than oil and gas and are the new frontline in geopolitical decisions. Learn more: http://www.strategicmetalsinvest.com/ Influential Entrepreneurs with Mike Saunders https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/ Source: https://businessinnovatorsradio.com/interview-with-louis-oconnor-founder-of-strategic-metals-invest…

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Business Innovators Radio

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Interview with Coach Billy Barnard 26:32

3일 전26:32

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26:32

Billy Barnard – Coach | Creator | Connector Billy Barnard is a multi-passionate creator and coach with a love for sports, storytelling, and helping others grow. A lifelong athlete and recent graduate of the University of Southern Maine, Billy brings the discipline of competitive baseball and the creativity of digital media together in his work. Billy is currently exploring the world of video marketing, with a focus on producing promotional content and speaker introductions for events. His goal is to expand into athlete-focused media, including recruitment videos that showcase both skill and character. In addition to media work, Billy serves as the Junior Varsity Baseball Coach at Portland High School—his alma mater—where he helps develop young athletes both on and off the field. After playing baseball into his senior year of college, Billy’s journey continues through coaching, mentoring, and creating content that makes a difference. Whether he’s behind the camera or in the dugout, Billy leads with purpose, positivity, and a deep respect for the process of growth. If his story resonated—or if people are looking for someone to help bring their next creative, athletic, or promotional project to life—He’d love to connect. Whether it’s building powerful videos, coaching the next generation of athletes, or just having a real conversation about growth, purpose, and perseverance, Billy is here for it. Influential Entrepreneurs with Mike Saunders https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/ Source: https://businessinnovatorsradio.com/interview-with-coach-billy-barnard…

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Business Innovators Radio

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Interview with Terry Register- CEO of Capsur Tax and Estate Planning – Tax Planning for Future Generations 23:11

3일 전23:11

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23:11

As President of Capsur Tax and Estate Planning, Terry Register leads with a clear and focused mission: to help business owners, high-income professionals, high-net-worth individuals, and closely held corporations navigate the complexities of tax planning, retirement strategy, estate structuring, and legacy preservation. Through personalized service and strategic insight, Terry delivers solutions designed to build long-term financial confidence and multigenerational impact. Terry began his distinguished career at Fidelity Union, earning “Rookie of the Year” honors and qualifying for the Million Dollar Round Table (MDRT) in his first year. He later joined American Defender Life, where he consistently ranked among the top ten producers nationwide and earned annual recognition in the President’s Cabinet. He founded Capsur with a vision to offer programs and planning strategies that empower individuals and businesses to reach their financial, retirement, and legacy goals. Today, he continues to work collaboratively with professionals and clients across the country on high-value joint cases that demand tailored and sophisticated solutions. Terry’s leadership and production achievements have earned him national recognition, but his commitment to service goes beyond the business world. He has served as a trustee on the Endowment Committee at the University of North Carolina at Pembroke, a Corporate Board Member for G.R.A.C.E. Christian School in Raleigh, and an active supporter of charitable missions, including the Fellowship of Christian Athletes, the Zachary Taylor Orphanage in Kenya, and Uttermost Ministries. A devoted husband, father, and grandfather, Terry resides in Raleigh, NC, with his wife. He is a longtime member of Bayleaf Baptist Church, where he has served on the Personnel Committee and continues to invest in his faith and community. Learn more: https://www.capsurtaxandestateplanning.com/ Influential Entrepreneurs with Mike Saunders https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/ Source: https://businessinnovatorsradio.com/interview-with-terry-register-ceo-of-capsur-tax-and-estate-planning-tax-planning-for-future-generations…

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Business Innovators Radio

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Lisa Schermerhorn – Bestselling Author – Mark Stephen Pooler 25:07

5일 전25:07

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25:07

Lisa Schermerhorn is an international best-selling author of In Every Belief is a Lie, and a featured expert in the award-winning film Zero Limits alongside Dr. Joe Vitale. Formerly the VP of Business Development for a cutting-edge virtual reality start-up focused on memory loss and pain reduction, Lisa brings a unique blend of innovation and healing to her work. She holds certifications as a Master Practitioner in Neuro Linguistic Programming, Hypnotherapy, Quantum Healing, and Why Coaching. www.lisamindset.com Source: https://businessinnovatorsradio.com/lisa-schermerhorn-bestselling-author-mark-stephen-pooler…

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Business Innovators Radio

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Interview with Scott Leonardi Founder of Complete Solutions Discussing Home Healthcare 24:01

5일 전24:01

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24:01

Scott Leonardi began serving families in 1995 as a licensed Life & Health insurance agent. In 1998, he founded Complete Solutions, a holistic planning firm dedicated to helping individuals and business owners protect their future. As a Certified Financial Fiduciary® and member of the National Association of Certified Financial Fiduciaries, Scott is committed to putting his clients’ best interests first. A passionate advocate for financial education, Scott co-authored *Don’t Go Broke in a Nursing Home* to help people avoid costly mistakes that threaten their life’s work. His mission is to align insurance coverage with each client’s unique needs and lifestyle. Outside of work, Scott enjoys time with his wife, five children, one granddaughter, and three Dobermans—and continues to campaign for that family boat. Learn More: https://www.completesolutions.insure/ Influential Entrepreneurs with Mike Saunders https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/ Source: https://businessinnovatorsradio.com/interview-with-scott-leonardi-founder-of-complete-solutions-discussing-home-healthcare…

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Business Innovators Radio

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Interview with Ira Koyner Founder of Triathlon Partners Discussing Long – Term Tax-Efficient Investing 20:21

5일 전20:21

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20:21

Ira Koyner’s successful thirty-year career as an accomplished financial services professional has been driven by sound risk management, effective communication, and a commitment to education. Ira Koyner is a devoted husband and father, he knows providing for your family is more than a responsibility; it is a priority. The cost of day to day expenses, paying for several college educations, funding retirement, and providing lifetime financial support for his son with special needs are his priorities. He is grateful to have them. These priorities are not a burden, but rather a part of a rich and prolific life. Financial goals envelop more than responsibilities. They are the journey and destination, fueled by hard work, perseverance, and success. Creating a financial plan that protects your family and secures your financial future doesn’t have to be overwhelming. As your dedicated financial advisor, he is committed to fostering a transparent client-advisor relationship. He is proud that his firm is independent, and not tied to a massive conglomerate’s products, platform, and rigidity. His clients have access to over thirty life and annuity companies, several structured note and alternative investment platforms, and dozens of issuers. Triathlon Partners is located in Weston, CT, in the heart of Fairfield County CT Learn more: http://www.triathlonpartners.com/ TRIATHLON PARTNERS LLC, is 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. Investment Advisory Services are offered through TRIATHLON PARTNERS LLC, a registered investment adviser. Insurance products and services are offered and sold through individually licensed and appointed agents in all appropriate jurisdictions. Influential Entrepreneurs with Mike Saunders https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/ Source: https://businessinnovatorsradio.com/…

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Business Innovators Radio

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Interview with Lee Morris, Vice President of Underwriting of Life & Annuity Brokerage with Gallagher, Inc 21:32

5일 전21:32

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21:32

Lee Morris is Vice President of Underwriting, Life & Annuity Brokerage who rejoined the Gallagher Life & Executive Benefits consulting team in January of 2023. Lee Morris has been in the insurance industry specializing in technical underwriting risk management for over 33 years. She is known for her astute ability to merge the technical attributes of underwriting with the art of modern-day medical advancements and interpretation while protecting the interests of all stakeholders. Lee’s strong experience with the top one percent of the wealth management firms and the ultra-affluent market demonstrates her ability to address the needs of clients requiring an enhanced “boutique” encounter. Certified in EKG interpretation and a dynamic presenter, Lee’s past experience of 17 years at the carrier include being Assistant Chief leading one of the top premium distributions in the high-net-worth arena. She is one of very few in the brokerage market who achieved a prior insurance carrier underwriting single signature authority of $20M dollars. Lee holds a Cum Laude Bachelor of Science Degree in Accounting from Grambling St. University, Grambling, LA. She enjoys her free time volunteering with the K-12 school she is the co-founder of, hunting, shopping and is the mother to one son, Evan who is a Senior Pre-Med student at Morehouse College in Atlanta, Ga. Learn more: http://www.ajg.com/ Take advantage of the Gallagher Underwriting expertise platform that can move your life insurance consideration from a “success story” to reciprocal “successful solutions” Financial Professionals should ensure they continue to follow the current policies and procedures of their broker dealer and/or registered investment adviser and the insurance carriers they represent on the use of any advertising, third-party materials, sales processes and/or social media/internet use. This marketing presentation in no way supersedes the requirements of a financial professional’s license requirements or the policies and procedures of your broker dealer or registered investment advisory firm.This content is for informational and educational purposes, and is not designed, or intended, to be applicable to any person’s individual circumstances. It should not be considered as investment advice, nor does it constitute a recommendation that anyone engages in (or refrains from) a particular course of action. Influential Entrepreneurs with Mike Saunders https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/ Source: https://businessinnovatorsradio.com/interview-with-lee-morris-vice-president-of-underwriting-of-life-annuity-brokerage-with-gallagher-inc…

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Business Innovators Radio

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Interview with Dave Barr Founder of Barr Asset Management Discussing Achieving Peace of Mind in Retirement 21:56

10일 전21:56

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21:56

Born and raised in Fort Wayne, Indiana, Dave Barr moved to Washington State in his late 20s and is the Founder/CEO of Barr Asset Management. Dave started his career in the financial industry at age 24 working in an agency and then transitioned as an independent practitioner in his 30s. His entry into the field began with a desire to do proper planning & financial management for himself. This led to the thought that perhaps others could use some help as well. Dave has served clients, their families and their businesses since 1980. His professional acumen has led clients to describe him with words such as: “integrity”, “kind & caring”, “sound & timely advice” and “a man that I’d trust daily with my personal checking account”. Although a solo practitioner, Dave believes that Barr Asset Management must be bigger than, more than just himself. As a result, his professional development has been enhanced by a collaboration with other advisors across the United States: Dave is a Registered Investment Advisor representative holding a Series 65 license which allows him to manage investments and provide one-stop financial services to his clients across the Pacific Northwest and several other regions in the U.S. Early in his career, Dave received the Chartered Life Underwriter (CLU) designation conferred by The American College and is currently enrolled in studies for the Chartered Financial Consultant (ChFC) designation. Dave and his wife, Sarah have been married for 30 years, they have 10 children and, presently, 14 grandchildren. Much of their life revolves around spending time with and enjoying their family. They attend New Heights Church in Richland, WA where Dave also serves as an elder. Additionally, Dave enjoys trekking to the outdoors to backpack, camp, fish & hunt. Learn more: http://www.retirewithbam.com/ Investment advisory services offered through Tucker Asset Management LLC, an SEC Registered Investment Advisor. Barr Asset Management and Tucker Asset Management are unaffiliated entities. Influential Entrepreneurs with Mike Saunders https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/ Source: https://businessinnovatorsradio.com/interview-with-dave-barr-founder-of-barr-asset-management-discussing-achieving-peace-of-mind-in-retirement…

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Business Innovators Radio

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Interview with Victoria Bracha, Founder & Professional Chocolatier 17:34

10일 전17:34

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17:34

Elevating chocolates with unparalleled expertise, ensuring exquisite flavors, flawless textures, and irresistible appeal that captivates every palate. Learn More: https://victoriab360.com/ Influential Entrepreneurs with Mike Saunders https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/ Source: https://businessinnovatorsradio.com/interview-with-victoria-bracha-founder-professional-chocolatier…

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Business Innovators Radio

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Interview with Terry Register- CEO of Capsur Tax and Estate Planning- Tax Mitigation Strategies for Business Owners 21:00

10일 전21:00

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21:00

As President of Capsur Tax and Estate Planning, Terry Register leads with a clear and focused mission: to help business owners, high-income professionals, high-net-worth individuals, and closely held corporations navigate the complexities of tax planning, retirement strategy, estate structuring, and legacy preservation. Through personalized service and strategic insight, Terry delivers solutions designed to build long-term financial confidence and multigenerational impact. Terry began his distinguished career at Fidelity Union, earning “Rookie of the Year” honors and qualifying for the Million Dollar Round Table (MDRT) in his first year. He later joined American Defender Life, where he consistently ranked among the top ten producers nationwide and earned annual recognition in the President’s Cabinet. He founded Capsur with a vision to offer programs and planning strategies that empower individuals and businesses to reach their financial, retirement, and legacy goals. Today, he continues to work collaboratively with professionals and clients across the country on high-value joint cases that demand tailored and sophisticated solutions. Terry’s leadership and production achievements have earned him national recognition, but his commitment to service goes beyond the business world. He has served as a trustee on the Endowment Committee at the University of North Carolina at Pembroke, a Corporate Board Member for G.R.A.C.E. Christian School in Raleigh, and an active supporter of charitable missions, including the Fellowship of Christian Athletes, the Zachary Taylor Orphanage in Kenya, and Uttermost Ministries. A devoted husband, father, and grandfather, Terry resides in Raleigh, NC, with his wife. He is a longtime member of Bayleaf Baptist Church, where he has served on the Personnel Committee and continues to invest in his faith and community. Learn more: https://www.capsurtaxandestateplanning.com/ Influential Entrepreneurs with Mike Saunders https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/ Source: https://businessinnovatorsradio.com/interview-with-terry-register-ceo-of-capsur-tax-and-estate-planning-tax-mitigation-strategies-for-business-owners…

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Business Innovators Radio

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Interview with Scott Leonardi Founder of Complete Solutions Discussing Guaranteed Income 21:52

10일 전21:52

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21:52

Scott Leonardi began serving families in 1995 as a licensed Life & Health insurance agent. In 1998, he founded Complete Solutions, a holistic planning firm dedicated to helping individuals and business owners protect their future. As a Certified Financial Fiduciary® and member of the National Association of Certified Financial Fiduciaries, Scott is committed to putting his clients’ best interests first. A passionate advocate for financial education, Scott co-authored *Don’t Go Broke in a Nursing Home* to help people avoid costly mistakes that threaten their life’s work. His mission is to align insurance coverage with each client’s unique needs and lifestyle. Outside of work, Scott enjoys time with his wife, five children, one granddaughter, and three Dobermans—and continues to campaign for that family boat. Learn More: https://www.completesolutions.insure/ Influential Entrepreneurs with Mike Saunders https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/ Source: https://businessinnovatorsradio.com/interview-with-scott-leonardi-founder-of-complete-solutions-discussing-guaranteed-income…

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Business Innovators Radio

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The Inspired Impact Podcast with Judy Carlson-Interview with Sydney Mauck, Anschutz Military Collections Specialist, History Colorado 49:52

10일 전49:52

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49:52

Sydney Mauck serves as the Anschutz Military Collections Specialist at History Colorado, where she is dedicated to preserving and sharing the stories held within the museum’s extensive military collection. A Colorado native, Sydney developed an early appreciation for the state’s rich history, particularly that of the renowned 10th Mountain Division, through the influence of her father and grandfather. She went on to earn a bachelor’s degree in Anthropology from the University of Denver, with minors in History and Psychology, and a concentration in museum studies. Her passion lies in working with museum collections to interpret and present human experiences through exhibitions and public programs. Sydney’s professional background is rooted in museum collection management. She gained hands-on experience through internships with the Denver Art Museum, the Denver Zoo, and the National Park Service at Kalaupapa National Historical Park, Molokai, Hawaii. These opportunities deepened her expertise in handling and interpreting artifact collections for public engagement. From 2020 to 2021, Sydney contributed to History Colorado as both an intern and a contractor before joining the organization full-time in 2022 as the Anschutz Military Collections Specialist. In this role, she oversees a collection of more than 10,000 military artifacts and works to ensure its accessibility to the public. She also manages the 10th Mountain Division Resource Center, which History Colorado administers in partnership with the Denver Public Library. https://www.historycolorado.org/ https://www.facebook.com/10thmountainrc/ ************************************************************* Judy Carlson is the CEO and Founder of the Judy Carlson Financial Group, where she helps couples create personalized, coordinated financial plans that support the life they want to live – now and in the future. As an Independent Fiduciary and Comprehensive Financial Planner, Judy specializes in retirement income and wealth decumulation strategies. She is a CPA, Investment Advisor Representative, licensed in life and health insurance, and certified in long-term care planning. Judy’s mission is to help guide clients with clarity and care, building financial plans that focus on real planning built around real lives. Learn More: https://judycarlson.com/ The Inspired Impact Podcast https://businessinnovatorsradio.com/the-inspired-impact-podcast/ Source: https://businessinnovatorsradio.com/the-inspired-impact-podcast-with-judy-carlson-interview-with-sydney-mauck-anschutz-military-collections-specialist-history-colorado…

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Business Innovators Radio

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Interview with Terry Register- CEO of Capsur Tax and Estate Planning-Mastering Tax Strategies for Retirement 26:28

10일 전26:28

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26:28

As President of Capsur Tax and Estate Planning, Terry Register leads with a clear and focused mission: to help business owners, high-income professionals, high-net-worth individuals, and closely held corporations navigate the complexities of tax planning, retirement strategy, estate structuring, and legacy preservation. Through personalized service and strategic insight, Terry delivers solutions designed to build long-term financial confidence and multigenerational impact. Terry began his distinguished career at Fidelity Union, earning “Rookie of the Year” honors and qualifying for the Million Dollar Round Table (MDRT) in his first year. He later joined American Defender Life, where he consistently ranked among the top ten producers nationwide and earned annual recognition in the President’s Cabinet. He founded Capsur with a vision to offer programs and planning strategies that empower individuals and businesses to reach their financial, retirement, and legacy goals. Today, he continues to work collaboratively with professionals and clients across the country on high-value joint cases that demand tailored and sophisticated solutions. Terry’s leadership and production achievements have earned him national recognition, but his commitment to service goes beyond the business world. He has served as a trustee on the Endowment Committee at the University of North Carolina at Pembroke, a Corporate Board Member for G.R.A.C.E. Christian School in Raleigh, and an active supporter of charitable missions, including the Fellowship of Christian Athletes, the Zachary Taylor Orphanage in Kenya, and Uttermost Ministries. A devoted husband, father, and grandfather, Terry resides in Raleigh, NC, with his wife. He is a longtime member of Bayleaf Baptist Church, where he has served on the Personnel Committee and continues to invest in his faith and community. Learn more: https://www.capsurtaxandestateplanning.com/ Influential Entrepreneurs with Mike Saunders https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/ Source: https://businessinnovatorsradio.com/interview-with-terry-register-ceo-of-capsur-tax-and-estate-planning-mastering-tax-strategies-for-retirement…

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Business Innovators Radio

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Interview with Dave Barr, Founder of Barr Asset Management, Discussing Transitioning from Accumulation to Income Generation 20:12

10일 전20:12

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20:12

45 years in business. Working with clients aged 55-75, approaching & in retirement. Retirement plans & Medicare coverages. Learn more: http://www.retirewithbam.com/ Investment advisory services offered through Tucker Asset Management LLC, an SEC Registered Investment Advisor. Barr Asset Management and Tucker Asset Management are unaffiliated entities. Influential Entrepreneurs with Mike Saunders https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/ Source: https://businessinnovatorsradio.com/interview-with-dave-barr-founder-of-barr-asset-management-discussing-transitioning-from-accumulation-to-income-generation…

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Business Innovators Radio

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Episode 8: Energy Meets AI- Consciousness, Creation, and the Future with Alexandra Byrnes 39:27

11일 전39:27

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39:27

In this thought-provoking episode, Phillip Lorenzo sits down with energy wellness entrepreneur Alexandra Byrnes to explore the intersection of artificial intelligence, human consciousness, and energetic alignment. Alexandra shares powerful insights on how AI can act as a mirror for our inner world- and how we can use that awareness to consciously shape our future. They unpack why intention matters more than ever, how energy work can unlock your creative power, and why the most successful entrepreneurs of the future will be those who know themselves deeply. Tune it to hear more! Fractal Focus https://businessinnovatorsradio.com/fractal-focus/ Source: https://businessinnovatorsradio.com/episode-8-energy-meets-ai-consciousness-creation-and-the-future-with-alexandra-byrnes…

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