Category: News Room

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

News Room

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

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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 Why is the referral model outdated?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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Sreedhar Donthula Broker/Owner REALTOR® with Metro Brokers Donthula Realty, Interviewed on The Colorado Real Estate Leaders Podcast

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Sreedhar Donthula discusses his passion for Real Estate and homes. Listen to the interview on the Business Innovators Radio Network:  https://businessinnovatorsradio.com/interview-with-sreedhar-donthula-broker-owner-realtor-with-metro-brokers-donthula-realty/  Sreedhar explained: “The smile on my clients’ faces when they find a great home and at a great price is all I need to propel my engine of being a realtor. I get the best satisfaction when my client is truly happy with the sale or purchase. With my Indian background and strong family values, I fully understand the needs of a family and what it means to make…

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

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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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Lois Sonstegard, Founder of Build2Morrow, Announces 200th Episode of Her Podcast “Building My Legacy.”

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Having worked with business leaders for more than 30 years, Lois Sonstegard has learned the passion of successful leaders to leave a meaningful legacy. Lois is dedicated to developing leaders and helping them build a significant legacy. For this reason, she launched her podcast and now celebrates its 200th episode. The “Building My Legacy Podcast” examines how leaders build a legacy. The podcast encourages, stimulates, challenges, and motivates leaders to Build Legacy effectively. It examines: What are some of the driving forces behind creating a legacy? What are the foundational…

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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

News Room

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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Glen Campbell, Creator of the BSI Method for Personal Branding, Interviewed on Influential Entrepreneurs Podcast

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Glen Campbell discusses how he empowers people to become the ‘new breed’ of self aware leaders the world needs today. Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-glen-campbell-creator-of-the-bsi-method-personal-branding/ Fifteen years ago, Glen created Brandheart and developed breakthrough personal and organizational brand identity discovery and realization methods. This work focused on three core programs Glen created: The BSI Method – where leaders discover their authentic higher vision, purpose, and a unique identity for higher self-realization. Performance Optimization – where leaders learn how to achieve the optimal performance state…

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