Sybil Ackerman-Munson, Donor Advisor and Founder of Do Your Good, Interviewed on Influential Entrepreneurs Podcast

Sybil Ackerman-Munson discusses her over 20 years of experience as a nonprofit professional and foundation advisor. Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-sybil-ackerman-munson-donor-advisor-and-founder-of-do-your-good/ Sybil explained, “With over 20 years of experience as a nonprofit professional and foundation advisor, I work with philanthropic institutions and foundations interested in successful, high-impact grant making so that you can make a true and lasting positive contribution to the world on your terms. Passion fuels my work. I’ve served on numerous boards, task forces, and stakeholder groups with incredibly important causes.…

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Tim Corrigan, Owner of the Health Plan Superstore Interviewed on Influential Entrepreneurs Podcast

Tim Corrigan discusses how his insurance agency specializes in Medicare and Health Insurance Solutions. Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-tim-corrigan-owner-of-the-health-plan-superstore/ Corrigan explained, “The Insurance Health Plan Superstore is an independent insurance agency specializing in Medicare and Health Insurance Solutions. We work with the major insurance companies so we can offer our clients appropriate coverage for them. Our clients are located across Ohio, giving us a great feel for the insurance landscape. We design plans with a focus on low costs and proper benefit structure, which…

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Todd Smith, CFP®, ChFC®, CTM®, CLTCTM President & CEO of Level 5 Financial – Discussing the Family Office Client Experience, Interviewed on Influential Entrepreneurs Podcast

Todd Smith discusses his mission to impact and improve the financial lives of Accounting and CPA firms by maximizing their potential – both personally and professionally. Questions covered in this interview include: What is the client experience like? Who facilitates each step of the process? What is the process for this robust referral relationship? Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-todd-smith-cfp-president-ceo-of-level-5-financial-discussing-the-family-office-client-experience/ Todd explained, “The Proactive Planning Process is an entirely different experience than a traditional tax-prep revolving around deadlines and compliance; this is a year-long relationship…

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Judy Carlson, Fee-Based Fiduciary Financial Professional – Discussing the Importance of Tax Elimination Strategies Prior to Wealth Distribution, Interviewed on Influential Entrepreneurs Podcast

Judy Carlson discusses why it is so important to understand your “lifetime” tax liability. Questions covered in this interview include: What is one of the most significant risks to the safety of our money, especially once wealth decumulation starts? Why have taxes become such a big issue in retirement? What has transpired over the past 40 years? Why are Americans paying so much in taxes during the years in which they are no longer “earning income” and even more so as they get closer and closer to life expectancy? Why…

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Judy Carlson, Fee-Based Fiduciary Financial Professional – Discussing Investments vs. Insurance for Wealth Accumulation, Interviewed on Influential Entrepreneurs Podcast

Judy Carlson discusses how to use “Safe Money” strategies to protect families financially. Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-judy-carlson-fee-based-fiduciary-financial-professional-discussing-investments-vs-insurance-for-wealth-accumulation/ Judy explained, “It wasn’t until I had been in the financial services business for 30 years that I discovered this strategy – building wealth with cash accumulation life insurance! Most people are familiar with the “Investment” side of retirement planning, which is what most people do with their money. However, the “Insurance” or “Safe Money” side  includes multiple benefits not found on the Investment side of…

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Todd Smith, CFP®, ChFC®, CTM®, CLTCTM President & CEO of Level 5 Financial – Discussing How He Serves CPAs With a Family Office Ecosystem, on Business Podcast

Todd Smith discusses his mission to impact and improve the financial lives of others by maximizing their potential – both personally and professionally. Questions covered in this interview include: What is a family office? How can it improve an accountant’s business? How does it improve client service? Why is the referral model outdated? Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-todd-smith-cfp-president-ceo-of-level-5-financial-discussing-how-he-serves-cpas-with-a-family-office-ecosystem/ Todd explained that: “We provide the people, processes, back-office systems, compliance, and expertise so our Accountants and CPAs can focus on working with clients and growing…

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Paul Fokken with 401(k) Maneuver Discussing How Employers Can Reduce Risk of 401(k) Lawsuits and Fines

According to Bloomberg Law, “More than 180 lawsuits challenging 401(k) plan fees have been filed in federal courts since 2020. About 20 of these cases have settled so far with settling employers. Some of those recent suits include excessive record keeping and investment fees, breaching fiduciary duties, and self-dealing, to name a few.  In addition, businesses have been levied fines for late/incomplete Form 5500 forms which are required for ERISA 401(k) plans. Paul Fokken discusses the importance of fiduciary governance and what it means to be a prudent expert. He…

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Todd Smith, CFP®, ChFC®, CTM®, CLTCTM President & CEO of Level 5 Financial – Discussing How He Serves CPAs, Interviewed on Influential Entrepreneurs Podcast

Todd Smith discusses his mission to impact and improve the Financial Lives of others by maximizing their potential – both personally and professionally. Questions covered in this interview include: What does a 21st Century accountant practice look like? What common challenges do accountants face? How can we help improve an accountant’s business and life? Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-todd-smith-cfp-president-ceo-of-level-5-financial-discussing-how-he-serves-cpas/  Todd explained that: “With today’s hectic lifestyles, it’s tough to find the time, the interest, or expertise to navigate the myriad of financial trials you…

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Paul Fokken with 401(k) Maneuver Discussing How to Give Employees the Private, Independent 401(k) Advice They Want, Need & Deserve

Paul Fokken discusses how employers have a choice to offer Personalized Professional Account Management (PPAM) to all employees with 401(k) Maneuver.  The goal of 401(k) maneuver is to: improve account Performance over time, manage downside risk to minimize losses, decrease fees that harm account performance and avoid default funds with personalized professional advice. Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-paul-fokken-with-401k-maneuver-discussing-how-to-give-employees-the-private-independent-401k-advice-they-want-need-deserve/  Questions covered in this interview include: What are managed 401(k) Accounts and specifically what is Personalized Professional Account Management (PPAM)? Why should a business consider offering…

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