Category: News

Clark Smith discusses retirement challenges Listen to the interview on the Business Innovators Radio Network: Interview with Clark Smith President of Golden Years Financial Discussing Retirement Challenges  In this episode of Influential Entrepreneurs, host Mike Saunders welcomes Clark Smith, president of Golden Years Financial, to discuss retirement challenges. Clark shares his personal journey into the financial services industry, highlighting the impactful life experiences that shaped his understanding of the importance of retirement planning. He recounts the struggles of his grandmother, who faced financial difficulties in her later years after losing…

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Pittsburgh roofer John Polosky warns that recent storms are causing hidden gutter and flashing damage most homeowners overlook—leading to costly water issues and insurance claim delays.

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Listen to the interview on the Business Innovators Radio Network: Interview with Lee Morris, Vice President of Underwriting of Life & Annuity Brokerage with Gallagher, Inc. Lee Morris, Vice President of Underwriting of Life and Annuity Brokerage at Gallagher Incorporated. Lee shares her unique journey into the underwriting field, revealing that few aspire to become underwriters. She began her career at State Farm as a life underwriting management trainee, where she had the opportunity to choose between service and the technical aspects of underwriting. With 34 years of experience, including…

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Scott Leonardi discusses the importance of extended care coverage Listen to the interview on the Business Innovators Radio Network: Interview with Scott Leonardi Founder of Complete Solutions Discussing Home Healthcare Scott Leonardi, founder of Complete Solutions, to discuss the critical topic of home health care and nursing home care. Scott emphasizes the growing need for long-term care services, revealing that statistically, seven out of ten people will require some form of long-term care in their lives. The discussion explores common misconceptions surrounding long-term care plans and highlights the importance of…

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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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