Category: News Room

Scott Leonardi discusses the importance of guaranteed income Listen to the interview on the Business Innovators Radio Network: Interview with Scott Leonardi Founder of Complete Solutions Discussing Guaranteed Income – Business Innovators Radio Network In this episode of Influential Entrepreneurs, host Mike Saunders welcomes back Scott Leonardi, founder of Complete Solutions, to discuss the concept of guaranteed income. The conversation highlights the importance of cash flow in retirement planning, emphasizing how guaranteed income can serve as a stark contrast to the volatility and risks often associated with traditional income sources.…

Dave Barr Discusses Transitioning from Asset Accumulation to Income Generation Listen to the interview on the Business Innovators Radio Network: Interview with Dave Barr, Founder of Barr Asset Management, Discussing Transitioning from Accumulation to Income Generation. Dave Barr, founder of Barr Asset Management. Conversation centers around the crucial transition from accumulating wealth to generating income in financial planning. Dave shares his journey into the financial services industry, starting as a blue-collar worker and discovering a passion for helping others improve their financial situation. He discusses how his enthusiasm for learning…

Scott Leonardi discusses What Can Mess Up Good Retirement Plans Listen to the interview on the Business Innovators Radio Network: Interview with Scott Leonardi Founder of Complete Solutions Discussing Good Retirement Plans – Business Innovators Radio Network In this episode of Influential Entrepreneurs, host Mike Saunders welcomes Scott Leonardi, founder of Complete Solutions, to discuss the key elements of a good retirement plan. With over 30 years of experience in retirement planning, Scott shares insights from his personal journey and the lessons learned from his upbringing in a challenging environment.…

Listen to the interview on the Business Innovators Radio Network: Interview with Ira Koyner Founder of Triathlon Partners Discussing Investment Diversification – Business Innovators Radio Network Ira Koyner, founder of Triathlon Partners, is challenging conventional thinking about portfolio diversification. In his latest podcast episode, Koyner breaks down a critical yet commonly misunderstood concept: true diversification is not about quantity, but quality and volatility. “Many investors believe they’re diversified simply because they own a long list of mutual funds, ETFs, and other financial products,” says Koyner. “But in reality, they may…

Listen to the interview on the Business Innovators Radio Network: Interview with Ira Koyner Founder of Triathlon Partners In a recent episode of Influential Entrepreneurs, host Mike Saunders welcomes Ira Koyner, founder of Triathlon Partners, for a candid conversation about his professional transformation from foreign currency option trader to independent financial advisor. Ira shares how a high-pressure career and the COVID-19 pandemic led him to reevaluate his financial life, ultimately motivating him to start a firm dedicated to personalized, transparent, and client-focused financial guidance. Ira’s career began on a bustling…