Category: News

Dave Barr Discusses achieving peace of mind in retirement Listen to the interview on the Business Innovators Radio Network: Interview with Dave Barr Founder of Barr Asset Management Discussing Achieving Peace of Mind in Retirement – Business Innovators Radio Network Dave Barr, founder of Barr Asset Management, discusses the crucial topic of achieving peace of mind in retirement. He explores the importance of strategic financial planning and the unique needs of clients as retirees. Dave notes the entertaining candor of Warren Buffett’s “investment rules”: preserve capital and avoid losses. Retirement…

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Listen to the interview on the Business Innovators Radio Network: Interview with Ira Koyner Founder of Triathlon Partners Discussing Long – Term Tax-Efficient Investing – Business Innovators Radio Network In his third appearance on Influential Entrepreneurs, Ira Koyner, founder of Triathlon Partners, returns to explore the next evolution in his approach to financial planning: building portfolios designed to endure volatility, preserve flexibility, and improve long-term outcomes through tax efficiency. Koyner’s earlier episodes traced his professional journey from institutional trading to independent advisory work and examined why traditional diversification often fails…

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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.…

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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…

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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.…

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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…

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