financial planning Archives - Page 5 of 11

You Can’t Take Your Portfolio With You, with Anthony Chen, Host of Family Business Radio

March 1, 2022 by John Ray

Family Business Radio

You Can't Take Your Portfolio With You, with Anthony Chen, Host of Family Business Radio

00:00 /

You Can’t Take Your Portfolio With You, with Anthony Chen, Host of Family Business Radio

While financial advisors have an incentive to accumulate client assets, Anthony Chen encourages his clients to make their money work for them and allow them to live their lives to the fullest. He advises this tack for a simple reason: you can’t take your portfolio with you. Family Business Radio is underwritten by Anthony Chen with Lighthouse Financial Network.

Anthony’s commentary was taken from this episode of Family Business Radio.

Anthony Chen, Host of Family Business Radio

family owned craft breweries — **Anthony Chen**

This show is sponsored and brought to you by Anthony Chen with Lighthouse Financial Network. Securities and advisory services offered through Royal Alliance Associates, Inc. (RAA), member FINRA/SIPC. RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA. The main office address is 575 Broadhollow Rd. Melville, NY 11747. You can reach Anthony at 631-465-9090 ext. 5075 or by email at anthonychen@lfnllc.com.

Anthony Chen started his career in financial services with MetLife in Buffalo, NY in 2008. Born and raised in Elmhurst, Queens, he considers himself a full-blooded New Yorker while now enjoying his Atlanta, GA home. Specializing in family businesses and their owners, Anthony works to protect what is most important to them. From preserving to creating wealth, Anthony partners with CPAs and attorneys to help address all of the concerns and help clients achieve their goals. By using a combination of financial products ranging from life, disability, and long-term care insurance to many investment options through Royal Alliance. Anthony looks to be the eyes and ears for his client’s financial foundation. In his spare time, Anthony is an avid long-distance runner.

The complete show archive of Family Business Radio can be found at familybusinessradioshow.com.

Women Changing the World with Lynda Bishop and Catherine Scrivano E1

January 24, 2022 by Karen

Lynda-Bishop-with-Summit-Alliance-Solutions-and-Catherine-Scrivano-with-CASCO-Financial-Group-feature

iNudge

Women Changing the World with Lynda Bishop and Catherine Scrivano E1

00:00 /

Women Changing the World with Lynda Bishop and Catherine Scrivano E1

Welcome to the first episode of iNudge with phenomenal guests, Lynda Bishop, Founder/CEO of Summit Alliance Solutions, LLC and Catherine Scrivano, President of CASCO Financial Group.

Listen in as Karen, Lynda, and Catherine share their wisdom and insight as to how they nudge their clients (and themselves) to living their best life.

From mental health and wealth management, to personal development and organizational success, they cover a lot of ground during this “fireside” chat.

We’d love to hear your takeaways and input!

Be sure to connect with Lynda, Catherine and Karen via Linkedin and their websites – see their individual bios below.

Summit Alliance Solutions, LLC, providing exceptional custom entrepreneurial advancement programs, education, workshops, mastermind facilitation and coaching services across the nation.

They specialize in programs focused on the advancement of women business owners, women in business, relationship improvement, and the next generation of entrepreneurial youth.

Started in 2008 by Lynda Bishop, President and CEO, Summit Alliance Solutions is based in Phoenix, Arizona, and has a small and mighty team of five employees across three states to serve clients across the country.

Lynda Bishop is a certified executive and empowerment coach, a master’s level mental health therapist, relationship advisor, speaker, author, and an international women’s leadership development facilitator.

She serves in many roles focused on the professional and personal advancement of women and youth nationwide.

She is Vice President of National Programs for the National Association of Women Business Owners Institute for Entrepreneurial Development where she creates and delivers their menu of programs offered to business owners and organizations of all sizes (from start-ups to multi-million-dollar businesses). She facilitates professional mastermind groups across the country to support women leaders in their personal, family and business lives.

As the Executive Director for the Aspiring Youth Academy, Lynda leads an exceptional team focused on serving entrepreneurial youth across Arizona from underserved communities and foster care to help them gain the confidence and skills needed to create their own powerful futures.

Lynda is the national mastermind facilitator and is an executive coach for the Network of Executive Women’s Rising Stars Program, whose mission is advancing all women, growing business and transforming our workplaces through the power of community and gender equality.

She loves the travel that her work and play bring her. On per personal time, you may find her in Corpus Christi, TX with her grandchildren, or in Arizona camping, hiking, being outdoors just about anywhere and likely with her beloved husband and four-legged companions by her side.

Connect with Lynda on LinkedIn, Facebook, Twitter and Instagram.

CASCO Financial Group was founded to help people create the financial strength needed to achieve their dreams and build money power. They offer education , encouragement and enlightenment to help you accomplish what is important to you.

CASCO Financial Group’s goal is to help people realize their dreams! They believe that everyone has a goal to be, do or have something… and these dreams often have a financial component. They help people create the financial strategies to achieve those goals…and being part of that experience is the greatest honor of all.

Catherine Scrivano is the President of CASCO Financial Group. She started her business to help people create the financial strength they need to achieve their dreams. She believes you don’t have to be wealthy to be wise!

Catherine has been board chairperson, board member and participated in an advisory capacity to several organizations that promote equality in the workplace and in our community. Other endeavors include support of local and independent businesses, both as an advisor and as a consumer.

In 2016 she was named a finalist for the ATHENA award by the Greater Phoenix Chamber of Commerce and recognized as an Outstanding Woman in Business by the Phoenix Business Journal. In 2017 she received the Dorothy Wiley Award, the highest recognition offered by the YWCA Metropolitan Phoenix, and has been named one of the Most Influential Women in Arizona by Arizona Business Magazine. She just learned she is being honored as the 2022 Growth Leader by Athena Valley of the Sun.

Catherine has written articles published in local and national media, and regularly appears on television, radio and in print and online media outlets. She regularly shares advice about money on The Women’s Eye Podcast.

Follow CASCO on LinkedIn, Facebook and Twitter.

About iNudge Radio Show and Podcast

“Sometimes we need a good kick-in-the-pants to hurl us in the direction of our dreams; and other times, we just need a flick or a nudge. Either way, there is a force catapulting us forward.” ~ Karen Nowicki

High wealth professionals and extraordinary people profess they didn’t get to mastery without the guidance, strategies and support offered by those who have traveled similar paths before them. And, they’ll likely be shouting it from the roof tops with their arms stretched out to welcome you and to encourage others to do the same.

You see, believing in oneself, having a growth mindset, and never giving up, were never meant to be best kept secrets. Quite the opposite. Becoming the best version of ourselves is imperative frankly, it is our birthright and there is a standing invitation for all of us to show up as big and as bright as we can.

Is it really that easy? Oh, hell no. For some, it’s a grueling process…which is why most need professional champions and skilled cheerleaders to help them along the way.

iNudge is committed to helping you succeed, with a little nudge whenever you need it. We want to see you win and know you can Let us show you how.

About Your Host

Success. It is like a puzzle. You must have the puzzle box lid to see the big picture and know what your life, influence, income, and reach should be.

No matter if we are talking about:

How to take your skillset and grow it into a multi-million dollar business.
How to take your business brilliance and build it into lifelong influence and buying customers.
How to overcome those moments of overwhelm and self-sabotage (all together or at least a heck of a lot faster), so you can hit those next levels of success sooner and stronger.

Karen Nowicki has you covered.

The ultimate problem solver and solution finder, Karen’s natural perspective is understanding what you want, need, and how to make it a reality.

With advanced training and certifications in several modalities and disciplinary specialization, including: Facilitative Leadership, Organizational Development, Strategic Planning, Trauma Integration & Shadow Integration, Karen knows the business of business as well as the business of people. She will nudge you, walk alongside you, and guide you along the way.

No matter if you are building your industry influence, client relationships, or working on how to grow, scale, or accelerate your business to the next level, Karen is dedicated to helping you build your success puzzle while showing you the hidden opportunities that await.

Connect with Karen on LinkedIn, Facebook and Instagram.

The Secret Sauce E82

December 2, 2021 by Karen

Phoenix Business Radio

The Secret Sauce E82

00:00 /

The Secret Sauce E82

Thomas Inserra is doing big things for small businesses. During the pandemic, he noticed the imbalance of small businesses being shuttered mainly due to the lack of capital. It was through this need an idea was born to provide banking needs to small businesses, but they provide even more than that. Integro Bank provides value to companies with free peer data and specially trained bankers that will help small business owners maximize their potential.

Integro Bank has the “secret sauce” that is two-part: access to data and helping business owners understand their options in order to make informed decisions. We’re excited to see where Integro Bank is going and all the work being done to help small businesses achieve success.

Phoenix based Integro Bank, a tech-based B2B start-up that recently received regulatory approval to organize and raise capital – has a Mission of helping small businesses grow and maximize employment. Integro Bank will be a digital bank with its proprietary Integro 360 consultation tool powered with impactful data analytics to serve the unique needs of small businesses.

The Bank’s primary market area will be the five-county region of Maricopa County in Arizona, Riverside County, San Diego County and Orange County in California, and Clark County in Nevada, with a major emphasis on Maricopa County. The Bank intends to have only one physical location as it will serve its clients through innovative digital services.

The Bank’s principal business office will be located at 16215 North 28th Avenue, Phoenix, Arizona 85053. The proposed Bank has 46 Founders who have contributed $5.5 million or 20% of the minimum capital to be raised. The Bio’s of the highly experienced executive officers and board members are on the company website at: www.integrobank.com.

Thomas Inserra has 30+ years’ banking experience including leadership roles at Pacific Mercantile Bank, Susquehanna Bank/BB&T, HFC, Citibank, the FDIC, served as CEO and Board Member of a publicly traded FinTech and CEO of a bank Asset Resolution corp. He also serves as a Founder/Investor.

Thomas held subsequent roles in Phoenix, AZ and Washington, DC at the FDIC during a major economic crisis helping to manage 747 distressed banks with $402 billion in assets. This experience allowed him to witness the incredible negative consequences that can occur during cyclical economic down cycles that are bound to occur, when some businesses and banks are inadequately prepared to weather challenging times.

This led to the realization of the importance of long-term planning, good governance, risk management, revenue diversification, measuring performance with metrics and studying best practices – to improve the sustainability of businesses and banks.

After helping to successfully turn-around a Southern California small business bank, Mr. Inserra returned home to Arizona and was quite dismayed to witness the harsh negative effects that COVID had on small business, and upon learning that Arizona ranked near last in the nation in PPP support of small business, and remembering the tremendously positive impact that small business employment had in transforming his own life, he felt a calling to do his part to help small business at a time when they most needed help.

Thomas shared his observations with other leaders – that banks were offering standardized products rather than rolling up their sleeves and providing customized consulting solutions like INTEGRO360sm – which is the solution that Small Business really needs to maximize growth. Soon, a Board and Executive team devoted exclusively to helping small business was formed.

Follow Integro Bank on LinkedIn, Facebook and Instagram.

About the Show

Tycoons of Small Biz spotlights the true backbone of the American economy, the true tycoons of business in America… the owners, founders and CEO’s of small businesses. Join hosts, Austin L Peterson, Landon Mance and the featured tycoons LIVE every Tuesday at 1 pm, right here on Business RadioX and your favorite podcast platform.

About Your Hosts

Austin Peterson is a Comprehensive Financial Planner and co-founder of Backbone Planning Partners in Scottsdale, AZ. Austin is a registered rep and investment advisor representative with Lincoln Financial Advisors. Prior to joining Lincoln Financial Advisors, Austin worked in a variety of roles in the financial services industry.

He began his career in financial services in the year 2000 as a personal financial advisor with Independent Capital Management in Santa Ana, CA. Austin then joined Pacific Life Insurance Company as an internal wholesaler for their variable annuity and mutual fund products. After Pacific Life, Austin formed his own financial planning company in Southern California that he built and ran for 6 years and eventually sold when he moved his family to Salt Lake City to pursue his MBA.

After he completed his MBA, Austin joined Crump Life Insurance where he filled a couple of different sales roles and eventually a management role throughout the five years he was with Crump. Most recently before joining Lincoln Financial Advisors in February 2015, Austin spent 2 years as a life insurance field wholesaler with Symetra Life Insurance Company. Austin is a Certified Financial Planner Professional and Chartered Life Underwriter. In 2021, Austin became a Certified Business Exit Consultant® (CBEC®) to help entrepreneurs plan to exit their businesses.

Austin and his wife of 23 years, Robin, have two children, AJ (21) and Ella (18) and they reside in Gilbert, Arizona. He is a graduate of California State University, Fullerton with a Bachelor of Arts in French and of Brigham Young University’s Marriott School of Management with a Master of Business Administration with an emphasis in sales and entrepreneurship.

Connect with Austin on LinkedIn, Facebook, Twitter, and Instagram.

Landon Mance is a Financial Planner and co-founder of Backbone Planning Partners out of Las Vegas, Nevada. He rebranded his practice in 2020 to focus on serving small business owners after operating as Mance Wealth Management since 2015 when Landon broke off from a major bank and started his own “shop.”

Landon comes from a family of successful entrepreneurs and has a passion and excitement for serving the business community. This passion is what brought about the growth of Backbone Planning Partners to help business owners and their families. At Backbone Planning, we believe small business owners’ personal and business goals are intertwined, so we work with our clients to design a financial plan to support all aspects of their lives.

In 2019, Landon obtained the Certified Exit Planning Advisor (CEPA) designation through the Exit Planning Institute. With this certification, Backbone Planning Partners assists business owners through an ownership transition while focusing on a positive outcome for their employees and meeting the business owner’s goals. Landon is also a member of the Business Intelligence Institute (BII) which is a collaborative group that shares tools, resources and personnel, and offers advanced level training and technical support to specifically serve business owners. In 2021, Landon became a Certified Business Exit Consultant® (CBEC®) to help entrepreneurs plan to exit their businesses by counseling owners about exit options, estimating the value of the business, preparing the business for exit and tax considerations.

Landon enjoys spending time with his beautiful wife, stepson, and new baby twins. He grew up in sunny San Diego and loves visiting his family, playing a round of golf with friends, and many other outdoor activities. Landon tries to make a difference in the lives of children in Las Vegas as a part of the leadership team for a local non-profit. He regularly visits the children that we work with to remind himself of why it’s so important to, “be the change that you wish to see in the world.”

Landon received his B.S. from California State University Long Beach in business marketing and gets the rest of his education through the school of hard knocks via his business owner clients.

Connect with Landon on LinkedIn.

Austin Peterson and Landon Mance are registered representatives of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Backbone Planning Partners is a marketing name for registered representatives of Lincoln Financial Advisors. CRN-3931594-112321

Lincoln Financial Advisors Corp. and its representatives do not provide legal or tax advice. You may want to consult a legal or tax advisor regarding any legal or tax information as it relates to your personal circumstances.

The content presented is for informational and educational purposes. The information covered and posted are views and opinions of the guests and not necessarily those of Lincoln Financial Advisors Corp.

Business RadioX® is a separate entity not affiliated with Lincoln Financial Advisors Corp.

Making and Implementing Long Term Plans (Part 1 of 2)

May 25, 2021 by Garrett Ervin

Gwinnett Studio

Making and Implementing Long Term Plans (Part 1 of 2)

00:00 /

On this first episode of a 2-part series on “Stewarding Family Wealth“, hosts Randy Brunson and Sandy Leroux discuss the first two keys to making and implementing long term goals, whether its financial goals or life goals. The first two steps include writing down your goals and keeping the list short.

Randy Brunson/Centurion Advisory Group

Randy Brunson is the founding shareholder of Centurion Advisory Group. Randy has invested most of his forty-year career in financial services. He spent several years on the institutional side and had the opportunity to start a successful financial planning firm in 1991. Centurion Advisory Group serves individual and corporate clients, both in Georgia and throughout the country, offering personal and business financial planning, retirement plan design and management, and investment management services.

Randy studied engineering and marketing at UT Chattanooga. Randy currently holds the Accredited Investment Fiduciary (AIF®) and CKA designation and makes it a priority to stay on top of his knowledge in the financial industry through continuing professional educational opportunities and reading. In addition, Randy has completed studies in qualified plan design, estate planning and business transition planning and he enjoys speaking and writing regularly on these topics.

Sandy LeRoux/Centurion Advisory Group

Sandy LeRoux, has been with Centurion Advisory Group since early 2015. She serves as co-advisor and team lead and has primary responsibility for a number of client relationships. Sandy is a skilled and dedicated Financial Planner with more than 20 years’ experience in the executive level of business and finance. For 15 years, she served as Controller and Human Resources Administrator for LeRoux Entertainment, a multimillion-dollar company with over 250 employees in six states.

Following her desire to serve the broader community, Sandy served as the Executive Assistant to the lead pastor of The Bridge Church. During her time there, she especially enjoyed developing strategic pathways and action plans based on the priorities, vision, and initiatives of the pastor and congregation. Sandy also worked at the executive level of First Covenant Bank in Roswell, GA. Her talents in the financial and faith-based organizations are what led her to Centurion Advisory Group.

Sandy received her Bachelor’s Degree in Finance with a Minor in Accounting from UGA and her MBA in Corporate Finance from Georgia State University. Currently, Sandy is working towards her Certified Financial Planner (CFP) designation.

Stewarding Family Wealth is presented by

Neeli Shah, The Law Offices of Neeli Shah and Barry Brimer, BeOriginal

May 12, 2021 by John Ray

Family Business Radio

Neeli Shah, The Law Offices of Neeli Shah and Barry Brimer, BeOriginal

00:00 /

Neeli Shah, The Law Offices of Neeli Shah and Barry Brimer, BeOriginal (Family Business Radio, Episode 20)

Attorney Neeli Shah combined her love of numbers and her legal education and experience into her own firm which helps business owners and entrepreneurs with wills and estate planning. Barry Brimer founded his graphic design studio over 35 years ago and has been at the leading edge of adopting innovative technology to serve his clients. Each of these accomplished business leaders joined host Anthony Chen for this episode of Family Business Radio, which is underwritten and brought to you by Anthony Chen with Lighthouse Financial Network.

Neeli Shah, The Law Offices of Neeli Shah

Neeli Shah, Attorney, The Law Offices of Neeli Shah

At the Law Offices of Neeli Shah, they believe that planning for the future should be purposeful and practical. They work with and/or help to develop a collaborative team of advisers committed to navigating the planned and unplanned transitions of life. They strive to empower and enrich the financial lives of those they serve as a source of education, information, and solutions by integrating personal family dynamics and relationships with the financial and tax planning processes.

Company website | LinkedIn

Barry Brimer, BeOriginal

**Barry Brimer, Founder/Owner, BeOriginal**

BeOriginal is a multi-disciplined graphic design studio located in Suwanee, GA. In 1986, BeOriginal began providing creative services and consulting on all aspects of branding and marketing to help businesses achieve their marketing goals. Projects from corporate training videos and materials, to billboards, require an in-depth knowledge of many different production processes to make a marketing campaign successful. BeOriginal has that knowledge. Companies like Napa Rayloc and Winton Machine have relied on the quality design services of BeOriginal for more than 35 years.

Company website | Company LinkedIn | Twitter | Brimer LinkedIn

Anthony Chen, Host of Family Business Radio

Anthony Chen started his career in financial services with MetLife in Buffalo, NY in 2008. Born and raised in Elmhurst, Queens, he considers himself a full-blooded New Yorker while now enjoying his Atlanta, GA home. Specializing in family businesses and their owners, Anthony works to protect what is most important to them. From preserving to creating wealth, Anthony partners with CPAs and attorneys to help address all of the concerns and help clients achieve their goals. By using a combination of financial products ranging from life, disability, and long term care insurance to many investment options through Royal Alliance. Anthony looks to be the eyes and ears for his client’s financial foundation. In his spare time, Anthony is an avid long-distance runner.

The complete show archive of Family Business Radio can be found at familybusinessradioshow.com.

Principle of Handling Cash Flow: Avoid Debt

April 30, 2021 by Garrett Ervin

Gwinnett Studio

Principle of Handling Cash Flow: Avoid Debt

00:00 /

The Centurion Advisory Group teaches five basic principles of handling cash flow. On this episode of “Stewarding Family Wealth“, Randy Brunson, Sandy Leroux and Stephanie Sandridge discuss one of the basic principles which is how to avoid debt.

Randy Brunson/Centurion Advisory Group

Sandy LeRoux/Centurion Advisory Group

Stephanie Sandridge/Centurion Advisory Group

Stephanie Sandridge has been with Centurion Advisory Group since the fall of 2017. She is Operations Manager and has responsibility for Compliance, HR, Legal, and workflow processes. Stephanie is a committed business professional with a versatile skill set and 20 years’ experience in professional office environments. As Operations Manager of Centurion Advisory Group, she emphasizes strong organizational, communication, and relationship-building expertise and has an acute ability to relate to clients and colleagues effortlessly.

Stephanie has an operational background in the non-profit and medical fields with a specific focus on practical and efficient procedures, workflows, and compliance. Her interpersonal skills allow her to lead and influence easily. Working at Centurion Advisory Group enables Stephanie to live out her passion for making a positive impact in the lives of others.

Stewarding Family Wealth is presented by

Principle of Handling Cash Flow: Spend Less Than You Make

April 24, 2021 by Garrett Ervin

Gwinnett Studio

Principle of Handling Cash Flow: Spend Less Than You Make

00:00 /

The Centurion Advisory Group teaches five basic principles of handling cash flow. On this episode of “Stewarding Family Wealth“, Randy Brunson, Sandy Leroux and Stephanie Sandridge discuss the first basic principle of tracking your expenses so you spend less than you make.

Randy Brunson/Centurion Advisory Group

Sandy LeRoux/Centurion Advisory Group

Stephanie Sandridge/Centurion Advisory Group

Stewarding Family Wealth is presented by

Money and Real Estate in Arizona E19

April 18, 2021 by Karen

Money-and-Real-Estate-in-Arizona-Feature

Phoenix Business Radio

Money and Real Estate in Arizona E19

00:00 /

Money and Real Estate in Arizona E19

Have you been hearing about how crazy the real estate market is right now? How about the stock market?

It’s on fire out there and our guests on this episode of Collaborative Connections Radio Show and Podcast filled us in on why!

Host, Kelly Lorenzen was joined on-air by three amazing Arizona-based small business owners. Alyssa Samuelson, Broker/Owner of Success Real Estate Group, Alison Stine, owner of Stine Wealth Management, and Tammy Fiske Schulze, owner of Brightside Mortgage gave great tips and advice about the market. They also shared valuable perspectives about the past, present and future.

Anyone who lives in Arizona or wants to move here should definitely check out this episode. These experts shared so many great golden nuggets in this Collaborative Collections show. AND reach out to Alyssa, Tammy, and Alison if you need help with real estate or your finances.

Success Real Estate Group is a division of Apartment Source, which was a acquired in 2004 by new management. The SREG team focuses on working with Scottsdale and Phoenix area buyers and sellers who are in need of trusted real estate advise and expertise.

The SREG team has over 45 years of combined real estate experience and brings professionalism, with a personal touch, to all of their transactions.

Alyssa Samuelson was born and raised near Des Moines, Iowa. After high school, she decided to venture west and attended The University of Arizona. She received an incredible education from the university and loved the Arizona weather, even the summers!

After working in Tucson at a small software company for a year after college, she relocated to Scottsdale and accepted a position with a small software company. Her personal aspirations lead her in the direction of real estate within 2 years. She came upon an opportunity with a small real estate company she subsequently purchased in 2004.

Since that time, the company has changed and grown dramatically. She loves what she does and enjoys working with her clients and helping them with their real estate needs.

In her spare time, she enjoys traveling, practicing and teaching yoga (she is also a certified yoga instructor), hiking, tennis, attending sporting events, relaxing with her pets, and bonding with her close group of friends. She feels very blessed and truly enjoys her career and that it supports her ability to also focus on other parts of her life such as family and friends.

Connect with Alyssa on LinkedIn and follow SREG on Facebook and Instagram.

Alison Stine is the Founder of Stine Wealth Management. She began her investment career in 2013 as a Financial Representative, as her passion lies in helping others.

Alison obtained her Securities licenses in 2014. Alison was promoted to Vice President in 2018 after earning her General Securities Principal license. She earned her Retirement Income Certified Professional (RICP®) designation in 2019, as her practice has a focus on planning for the distribution of assets in retirement. She went independent and founded Stine Wealth Management in 2020.

Civic duty is important to Alison. She is the President of the PhoenixCats through the University of Arizona’s Alumni Association, she volunteers through New Pathways for Youth to mentor an at-risk youth, she is the Vice Chair of the Women in Business Council through the Tempe Chamber of Commerce, and an Inaugural Member of the Eller Alumni Advisory Council.

Alison lives in Scottsdale, AZ with her husband Billy & their dog Jordy.

Stine Wealth Management has a focus on putting clients first. Alison enjoys building long-term relationships with her clients, and loves to see their plan unfold and adjust as time goes on. She meets with clients face-to-face (or virtually) to help plan their financial futures.

Alison has much experience in retirement planning, risk management, tax-efficient strategies, and helping clients through the 3 phases of wealth: accumulation, distribution, and wealth transfer. Alison prides herself on educating her clients and communicating regularly.

Check the background of your financial professional on FINRA’s BrokerCheck: https://brokercheck.finra.org/

Follow Stine Wealth Management on LinkedIn and Facebook.

Brightside Mortgage was founded by Tammy and her husband, Bill, with the idea of breaking down the old stereotypes of mortgage lending. Their aim is to work in partnership with their clients to create an enjoyable mortgage lending process.

The Brightside team advocates for their borrowers empowering them to own the process while providing guidance based upon the borrower’s individual needs. They are a mortgage broker which means they have access to multiple lenders and can shop around to find the best deal for each client.

Tammy Schulze was born and raised in Spokane, Washington and moved to Phoenix in 2001. She graduated from Cheney High School and Eastern Washington University. She didn’t always know she wanted to be a Mortgage Broker, but she did always know she wanted to help people.

She has an overwhelming commitment to her clients, striving to make sure each person she interacts with feel special and important. When she is not working, she loves to hang out with her three teenagers and husband hiking, walking on the beach and playing games (especially Escape Rooms).

Connect with Tammy on LinkedIn.

About Collaborative Connections

Kelly Lorenzen started the “Collaborative Connections” show to bring her clients and favorite charities together to meet each other, connect and collaborate in life and business. She hopes to build a stronger community one show at a time.

About Our Sponsor

KLM Consulting is a business concierge and project management firm. They help small business owners and non-profits build, brand and brag about their businesses.

About Your Host

Kelly Lorenzen, CEO of KLM Consulting, is an award-winning entrepreneur with over 15 years of business-ownership experience. She is also a certified project management professional.

Kelly’s expertise is in business development, customer service, marketing, and sales.

Connect with Kelly on LinkedIn, and follow KLM Consulting on Facebook.

The Future of Financial Planning with Austin Peterson E28

March 26, 2021 by Karen

The-Future-of-Financial-Planning-with-Austin-Peterson-feature

Phoenix Business Radio

The Future of Financial Planning with Austin Peterson E28

00:00 /

The Future of Financial Planning with Austin Peterson E28

On this episode of the Future of Work: Water Cooler Conversations we are joined by Austin Peterson of Backbone Financial. He shares his how growing up and spending time on a farm influenced his work ethic and how one class in school changed the course of his life.

Austin also shares with us his passion for working with privately held businesses and the importance of planning for the future. He helps business owners navigate everything from insurance and managing liabilities to exit and succession planning.

If you are a business owner and do not have an exit or succession plan in place – this is a great episode to listen to for advice on how to get started. Austin also talks through the long list of things all business owners should be considering.

He also challenges all owners to think of their business as an investment and stresses the importance of working with a professional who can help you protect it. We cover the gambit on this episode from difficult childhoods, to parenting, to running a business and struggling to balance – it was a fun one and has something for everyone who is involved in small business.

Backbone Financial is based in Scottsdale, Arizona and strives to help take the guesswork out of your financial life by always acting in your best interest. Our goal is to help you build confidence with your financial decisions by providing solutions that best suit your needs and your unique financial situation.

Backbone Financial specializes in personalized financial planning and custom retirement plan analysis. We also help business owners and executives improve the effectiveness of their retirement plans through independent financial advice.

A veteran of the financial services industry, Austin Peterson has dedicated his career to helping clients toward achieving greater financial independence.

With over 18 years of experience, his extensive background includes working at leading firms across the financial world, including Pacific Life Insurance Company, Oak Tree Management Group, Symetra Life Insurance Company and many others.

In founding his own firm, Backbone Financial, Austin sought to focus his expertise on providing clients with a truly personalized financial planning experience.

Having earned an MBA and CERTIFIED FINANCIAL PLANNER™ (CFP®) and CHARTERED LIFE UNDERWRITER™ (CLU®) designations, Austin holds the educational degree and certifications necessary to truly understand his clients’ needs and guide them appropriately toward meeting their business and financial goals.

While he thrives in a spectrum of services, he specializes in helping business owners, their executives, and families toward achieving their most valued financial goals. Whether providing corporate retirement plans, estate planning, business succession plans, or custom retirement income strategies, Austin always keeps his clients’ best interests at the heart of his process.

A graduate of California State University,Fullerton, Austin earned his MBA from Brigham Young University. In addition to working with investors, he has also helped train many advisors to help meet the needs of their clients.

While managing his own practice, Backbone Financial, he also counsels with and partners with advisors associated with Lincoln Financial Group that live in the western half of the United States on partnering with third party relationships to better serve their joint clients.

Outside of the office, Austin enjoys competing in triathlons, playing a round of golf, snowboarding, surfing, and watching sports. Most of all, he looks forward to spending time with his wife and kids.

Connect with Austin on LinkedIn and Instagram, and follow Backbone Financial on Facebook.

Austin Peterson is a registered representative of Lincoln Financial Advisors Corp. Securities and investment advisory services offered through Lincoln Financial Advisors Corp., a broker/dealer (member SIPC) and registered investment advisor. Insurance offered through Lincoln affiliates and other fine companies. Backbone Financial is a marketing name for registered representatives of Lincoln Financial Advisors Corp. CRN-3506780-032421

Business RadioX® is a separate entity not affiliated with Lincoln Financial Advisors Corp.

ABOUT THE FUTURE OF WORK: WATER COOLER CONVERSATIONS

Welcome to Future of Work: Water Cooler Conversations Radio Show and Podcast – where business leaders share how they integrate humanity and technology through innovative approaches, healthy culture, flexible workspaces and seamless virtual technology.

ABOUT YOUR CO-HOSTS

With a background in marketing, in various for profit and not for profit companies, Kyle McIntosh wondered, “How can I pair the passion and commitment to community progress of a non-profit with the sustainability and reach of a for profit company?” From this question and perspective a mission evolved to tear down the false distinction between the two sectors and to promote companies with Conscious Capitalism® business models through MAC6.

Kyle is the President and Creative Excitant of MAC6. Day to day, his main operational role is on the “spaces” side of the business, focusing on creating thriving communities in the commercial office buildings, the co-working space, and the co-manufacturing space. The other role that he plays is that of EOS implementer, working with clients to bring the Entrepreneurial Operating System, from the book Traction® to their businesses. Additionally, he sits on the boards of Conscious Capitalism Arizona, telling the stories of good businesses in Arizona, and The Tempe Chamber of Commerce, sustaining Tempe’s quality of life and keeping our community and economy vibrant.

Kyle loves Arizona and wants to see us all collectively find great success based on the awesome things that are happening here every day.

Follow MAC6 on Facebook and Twitter.

Jennifer Burwell, joined MAC6 in 2013. Jennifer is their VP and Director of Programs.

She uses her experience in real estate, team development and management to seamlessly integrate each of the MAC6 business units to assure they are all focused on the long-term company vision. She is also a student of human behavior.

As a Certified Professional Behavioral Analyst, she uses her knowledge to facilitate culture-focused leadership programs with organizations of all sizes to integrate the company’s values and create higher-performing teams.

To learn more about MAC6 Communities, call 480-293-4075 or find them on Facebook

ABOUT OUR SPONSOR

MAC⁶ offers flexible spaces and programs to help your team grow, and a community of thriving businesses, just like yours. Advocating Capitalism as a Force for Good, MAC6 is Accelerating the shift to Conscious Capitalism (where Purpose and Profit Unite) through Creativity, Collaboration, Community and Change.