Barry H. Spencer, Wealth With No Regrets (North Fulton Business Radio, Episode 325)
Wealth With No Regrets President Barry Spencer joined host John Ray to discuss why the financial industry is “broken,” the “double trouble” years of retirement, a new book, Build Wealth Like a Shark, and more. “North Fulton Business Radio” is produced virtually from the North Fulton studio of Business RadioX® in Alpharetta.
Barry H. Spencer, Co-Creator & President, Wealth With No Regrets
Barry H. Spencer is a recognized financial educator, author, speaker, industry thought-leader, and philanthropic estate and retirement income planning specialist whom you may have seen on or in Forbes, Kiplinger, Worth, MoneyShow, Bloomberg, affiliates of ABC, CBS, NBC and many more, and interviewed by original “Shark” on ABC’s hit TV show Shark Tank, Kevin Harrington. He is also been interviewed by other national figures including, ABC TV’s “Secret Millionaire,” James Malinchak.
His latest book contributions include, The Secret of Wealth With No Regrets; Build Wealth Like a Shark, Giving Transforms You; The Serving Leader, and Retire Abundantly. He has a deep passion, rooted in his personal experience, to help people be more, do more, have more, and give more.
The pain of settling his father’s estate, which resulted in regret for his family, deepened his conviction and formed his unique perspective for helping business owners, executives, professionals and independent women with a half-a-million dollars and more discovery how they might have a more confident retirement and future. Key to this is leading people into a thoughtful and engaging planning process that is not product focused or sales driven, that can uncover opportunities to pay less in taxes, secure more retirement income, pass on more to family, and support causes with less worry and without regrets. His communication with clients helps make the complex easier to understand.
He has conducted presentations that have benefited financial and estate planning professionals including CPAs, estate planning attorneys, and financial professionals. Barry has also conducted confidential research and in-depth interviews with wealthy individuals from coast to coast worth a million and up to nearly a billion dollars about their fears and desires. Barry’s presentations have even benefited attorneys, accountants, financial advisors, and philanthropic professionals. His presentations include lessons and stories from competing as a four time Ironman and elite triathlete.
He and his wife, Lori, their two children, and two dogs live in Alpharetta, Georgia.
Barry is a passionate communicator who has a mission together with Scott Noble, of helping people think about their wealth from a new perspective… showing them how they can use the best of the financial and estate planning industry tools and strategies to create a living legacy of not just money, but also of their values and significant influence in their community. Together they have been interviewed by an original “Shark” from ABC’s Emmy Award-winning TV show Shark Tank, Kevin Harrington, about their stories, passion, and unique process for helping families who desire a secure and satisfying retirement. Their counsel and assistance have saved families millions in estate, capital gains, and income taxes and helped secure a sound financial future.
Questions and Topics in this Interview:
- Retirement planning in uncertain times
- Investing during economic uncertainty and looming tax law changes
- Why the financial industry is “broken”
- How to choose a financial advisor
- “Build Wealth Like a Shark” book release
North Fulton Business Radio” is hosted by John Ray and produced virtually from the North Fulton studio of Business RadioX® in Alpharetta. You can find the full archive of shows by following this link. The show is available on all the major podcast apps, including Apple Podcasts, Spotify, Google, Amazon, iHeart Radio, Stitcher, TuneIn, and others.
Renasant Bank has humble roots, starting in 1904 as a $100,000 bank in a Lee County, Mississippi, bakery. Since then, Renasant has grown to become one of the Southeast’s strongest financial institutions with over $13 billion in assets and more than 190 banking, lending, wealth management and financial services offices in Mississippi, Alabama, Tennessee, Georgia and Florida. All of Renasant’s success stems from each of their banker’s commitment to investing in their communities as a way of better understanding the people they serve. At Renasant Bank, they understand you because they work and live alongside you every day.