investing Archives - Business RadioX ®

PHELAN & MYERS 2 FOR 20: Understanding the One Big Beautiful Bill Act

December 22, 2025 by Mike

BRX National

PHELAN & MYERS 2 FOR 20: Understanding the One Big Beautiful Bill Act

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CPA Justin Bailey with Doeren Mayhew joins host Scott Phelan to break down how the passage of President Donald Trump’s “One Big Beautiful Bill” could impact you and your taxes.

No matter where you are in life – just starting out, in your peak earning years, nearing retirement, or contemplating your legacy – Phelan and Myers Wealth Management Group of Janney Montgomery Scott is here for you. When you work with them, it’s about going beyond investing. It’s about connecting your life and your finances.

They take a comprehensive and customized approach to your finances, by understanding your needs and goals and aligning your investment strategies to help meet those goals. Their depth of knowledge and experience, combined with their firm’s capabilities and resources, enables them to provide high quality service, while offering advice and executing financial solutions for every stage of life.

No needs are more important than your own. They pride themselves in making your needs and goals, their own. They don’t simply work for you. They work with you to understand who you are as an individual and as an investor.

Their mission is to help you to define your financial objectives, and then use that knowledge to develop — together — a plan that is tailored to fit your unique needs and preferences, and is in your best interest. They’re proud to offer comprehensive financial planning resources, providing you access to education, advice, planning, and consultation.

Scott Phelan, CFP®
Executive Vice President/Wealth Management, Financial Advisor

Scott Phelan has over 20 years of financial advising and planning experience. As Executive Vice President/Wealth Management, Financial Advisor, his focus is helping build wealth for high net worth individuals and corporate clients. His core competencies include estate, retirement, insurance and income tax planning strategies. Scott has a long and distinguished career in the financial services industry having held leadership positions at Edward Jones, The Hartford, and New England Financial. Most recently, he was a Senior Vice President, Wealth Management, Financial Advisor/Senior Portfolio Management Director at Morgan Stanley. Scott began his career at the New England Financial Group where he developed and implemented employee 401(k) programs.

Phone: 678.448.4841
sphelan@janney.com

PHELAN & MYERS 2 FOR 20: Decade-by-Decade Investment Strategy

September 2, 2025 by Mike

Gwinnett Business Radio

PHELAN & MYERS 2 FOR 20: Decade-by-Decade Investment Strategy

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Hosts Scott Phelan and Kevin Myers break down a decade-by-decade investment strategy, showing how your approach to investing should evolve from your 20s to your 60s and beyond – adapting to changing goals, risk tolerance, and financial priorities at each stage of life.

Scott Phelan, CFP®
Executive Vice President/Wealth Management, Financial Advisor

Phone: 678.448.4841
sphelan@janney.com

Kevin Myers, CFP®
Vice President/Wealth Management, Financial Advisor

Kevin’s philosophy is simple; he worries about your finances so you don’t have to. As a Certified Financial PlannerTM (CFP®) Professional, Kevin helps clients develop and implement a comprehensive financial plan that is tailored to your needs. Kevin specializes in portfolio management, ensuring that each of his clients’ unique needs are being taken into account. Kevin has over 10 years of experience in the financial services industry and previously served as a consultant. He attended the University of Georgia where he earned his Bachelor of Science in Personal Financial Planning.

Phone: 678.448.4842
kmyers@janney.com

Financial Planning for Couples and Women, with Kathy Healy, Healy Wealth Management

January 6, 2025 by John Ray

North Fulton Business Radio

Financial Planning for Couples and Women, with Kathy Healy, Healy Wealth Management

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Financial Planning for Couples and Women, with Kathy Healy, Healy Wealth Management (North Fulton Business Radio, Episode 831)

In this episode of North Fulton Business Radio, host John Ray chats with Kathy Healy from Healy Wealth Management. Kathy shares insights from her over two-decade-long experience in wealth management, discussing topics like budgeting, investment strategies, the importance of long-term care insurance, and the challenges associated with financial planning for couples and women. Kathy also delves into specific stories of client interactions and emphasizes the value of communication and planning in achieving financial goals.

John Ray is the host of North Fulton Business Radio. The show is recorded and produced by the North Fulton affiliate of Business RadioX® inside Renasant Bank in Alpharetta.

Kathy Healy, Healy Wealth Management

Kathy Healy, CFP®, founder and CEO of Healy Wealth Management in Atlanta, Georgia, has been recognized in this year’s Forbes Best in State Wealth Advisors – Atlanta High Net Worth Advisors and Top Women Wealth Advisors 2024, Best-In-State.

Kathy has served more than 20 years in the financial services industry and provides a full range of financial services, including retirement and financial planning, wealth management, and insurance. Her husband, John Healy, CFA, is the Chief Investment Officer for Healy Wealth Management. Together they make an amazing team, working to improve each client’s financial well-being.

Kathy’s education and certifications include: CERTIFIED FINANCIAL PLANNER™, University of Georgia – Terry College of Business MBA, University of Alabama at Birmingham BBA, University of Montevallo FINRA Series 7 held with LPL Financial FINRA Series 66 held with IFG Advisory, LLC and LPL Financial Life and Health/Accident Sickness Insurance.

Website | LinkedIn | YouTube

Topics Discussed in this Episode

00:00 Introduction and Welcome to North Fulton Business Radio
01:36 Meet Kathy Healy of Healy Wealth Management
02:53 Understanding Wealth Management
06:46 Challenges in Saving for Retirement
08:15 Determining Risk Profile and Investment Objectives
18:34 Investment Philosophy and Strategies
21:06 Long-Term Care Insurance Insights
24:07 Social Security and Longevity Planning
28:34 Success Stories and Client Experiences
33:17 Conclusion and Contact Information

Renasant Bank supports North Fulton Business Radio

Renasant Bank has humble roots, starting in 1904 as a $100,000 bank in a Lee County, Mississippi, bakery. Since then, Renasant has become one of the Southeast’s strongest financial institutions, with over $17 billion in assets and more than 180 banking, lending, wealth management, and financial services offices throughout the region. All of Renasant’s success stems from each banker’s commitment to investing in their communities as a way to better understand the people they serve. At Renasant Bank, they understand you because they work and live alongside you every day.

About North Fulton Business Radio and host John Ray

With over 800 shows and having featured over 1,200 guests, North Fulton Business Radio is the longest-running podcast in the North Fulton area, covering business in our community like no one else. We are the undisputed “Voice of Business” in North Fulton!

The show welcomes a wide variety of business, non-profit, and community leaders to get the word out about the important work they’re doing to serve their market, their community, and their profession. There’s no discrimination based on company size, and there’s never any “pay to play.” North Fulton Business Radio supports and celebrates business by sharing positive business stories that traditional media ignore. Some media leans left. Some media leans right. We lean business.

John Ray, Business RadioX - North Fulton, and Owner, Ray Business Advisors — **John Ray, Business RadioX – North Fulton, and Owner, Ray Business Advisors**

John Ray is the host of North Fulton Business Radio. The show is recorded and produced from the North Fulton studio of Business RadioX® inside Renasant Bank 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, and many others.

The studio address is 275 South Main Street, Alpharetta, GA 30009.

John Ray also operates his own business advisory practice. John’s services include advising solopreneurs and small professional services firms on their value, their positioning and business development, and their pricing. His clients are professionals who are selling their expertise, such as consultants, coaches, attorneys, CPAs, accountants and bookkeepers, marketing professionals, and other professional services practitioners.

John is the national bestselling author of The Generosity Mindset: A Journey to Business Success by Raising Your Confidence, Value, and Prices.

Investment Strategy with Alan McKnight, Chief Investment Officer with Regions Bank

July 18, 2023 by Mike

Gwinnett Studio

Investment Strategy with Alan McKnight, Chief Investment Officer with Regions Bank

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“Regions Business Radio” covers financial topics such as banking and lending, mortgages, wealth management and more. The program also allows listeners to get to know some of the top executives from Regions Bank.

Hosted by J.D. Mealor, Senior Vice President and North Georgia Market Executive, all episodes of “Regions Business Radio” are available for download on Apple iTunes, iHeartRadio, Spotify, Google Podcasts, or wherever you enjoy your favorite podcasts.

On this episode, J.D. discusses investment strategy with Alan McKnight, Chief Investment Officer with Regions Bank.

Alan McKnight/Regions Bank

Alan McKnight joined Regions Asset Management as Chief Investment Officer in March of 2015. He oversees the Asset Management group’s portfolio design, implementation, and asset allocation processes. In addition, he oversees third party manager research and proprietary investment strategy for the firm. He serves as Chair of the Asset Management Working Group, Investment Working Group, and sits on the Wealth Management Business Risk Committee.

Alan began his career as a sell-side analyst with Wachovia Securities covering the specialty retailing sector and later served as large-cap growth portfolio manager at Morgan Stanley. Throughout his career, Alan has taken on increasing responsibilities, including being named Chief Investment Officer of SunTrust Institutional Investment Advisors, LLC. He also served as a partner and Director of Global Investment Strategy at Balentine, LLC, managing asset allocation strategies and supervising the firm’s manager due diligence and selection efforts.

Alan is a graduate of Washington and Lee University with a bachelor’s degree in Economics and earned his MBA from the University of Texas at Austin. He holds the Chartered Financial Analyst (CFA®) designation and is a member of the CFA Institute.

You can watch the video of this episode by CLICKING HERE.

About Regions:

Regions Financial Corporation (NYSE:RF), with $145 billion in assets, is a member of the S&P 500 Index and is one of the nation’s largest full-service providers of consumer and commercial banking, wealth management, and mortgage products and services. Regions serves customers across the South, Midwest, and Texas, and through its subsidiary, Regions Bank, operates approximately 1,400 banking offices and 2,000 ATMs. Regions Bank is an Equal Housing Lender and Member FDIC. Additional information about Regions and its full line of products and services can be found at www.regions.com.

This information is general in nature and is provided for educational purposes only. Regions makes no representation as to the accuracy, completeness, timeliness, suitability or validity of any information presented and Regions does not accept liability for any direct or indirect loss stemming from the application of any material. Information provided and statements made by employees of Regions should not be relied on or interpreted as accounting, financial planning, investment, legal or tax advice. Regions encourages you to consult an appropriate professional concerning your specific situation and irs.gov for current tax rules.

Nathan Harris with Ease and Saul Sutton with LetsScale

February 9, 2023 by Karen

Phoenix Business Radio

Nathan Harris with Ease and Saul Sutton with LetsScale

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Nathan Harris with Ease and Saul Sutton with LetsScale

LetsScale is a management consulting firm that provides fractional operations as a service, that specializes in placing C-Suite talent within organizations. Focused on scaling operations and increasing revenue.

We design customized growth strategies based on our client’s objectives. Over the last decade, we have supported growth initiatives for companies on all spectrums, from 7-figure businesses to 9-figure corporations. Supporting over 10 million in business growth and cost savings.

Saul Sutton IV is a Business Growth Strategist with expertise in Scaling Operations.

As a COO and former corporate leader with experience scaling Amazon delivery services across the US at its inception by developing and managing a lean, effective, and happy workforce.

He is determined to build thriving companies by creating effective operating models to solve organizations’ greatest challenges.

Most importantly, Saul and his team’s commitment to producing real results has forged trusting relationships helping businesses grow exponentially. He founded LetsScale a Christian consulting company with a vision and mission to improve society by bringing positive influence to the culture at large.

This is why 10% of all our business profits go to locate and international charities as well as churches.

Connect with Saul on LinkedIn and follow LetsScale on Facebook and Instagram.

Ease connects diverse and highly qualified candidates, at scale, with the nation’s top organizations looking to hire. Our technology and processes reduce hiring bias by providing companies with an AI-enabled way to attract, vet and upskill often-overlooked talent.

Ease is an alum of the world’s top technology accelerator programs gener8tor and Plug & Play Tech Center and is backed by some of the nation’s top angel investors, CSA Partners and Northwestern Mutual.

Ease is the 2020 winner of Milwaukee Reverse Pitch for creating an industry-leading diverse external talent marketplace that matches the ideal corporations and professionals and allows them to collaborate within a proprietary remote environment.

Ease partners with the nation’s top universities, coding camps, and corporations to create an equal opportunity remote workforce platform.

Nathan Harris is a technology founder and restaurateur with over 10 years of experience in building timeless and award-winning brands.

As CEO he’s led his company through the nationally ranked accelerator program gener8tor, the world’s largest corporate innovation accelerator Plug and Play Tech Center, and became backed by CSA Partners Venture fund.

Nathan also consults organizations of all sizes on how to build brands & cultures that attract and retain the best customers and talent.

Connect with Nathan on LinkedIn and Instagram.

PHELAN & MYERS 2 FOR 20: What To Expect From The Markets and Economy in 2023

February 1, 2023 by Mike

Gwinnett Business Radio

PHELAN & MYERS 2 FOR 20: What To Expect From The Markets and Economy in 2023

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Mark Luschini, Kevin Myers, Scott Phelan

Mark Luschini
Chief Investment Strategist, President and Chief Investment Officer, Janney Capital Management

Mark Luschini is Janney’s Chief Investment Strategist and leads the Investment Strategy Group, which sets the firm’s view on macroeconomics as well as the equity and fixed income markets. In addition, Mark is the President and Chief Investment Officer of Janney Capital Management (JCM), the asset management subsidiary of Janney Montgomery Scott. Under his leadership, JCM has delivered comprehensive solutions across its suite of investment strategies and has assets under management of approximately $3 billion.

As Chief Investment Strategist, Mark serves as the firm’s investment spokesperson, offering national market commentary and developing asset allocation models and investment strategies. He chairs the investment committee and actively interfaces with both current and prospective clients.

Mark joined Janney as part of the Parker Hunter merger in 2005 and has spent more than 30 years in the investment industry. He frequently utilizes his experience to speak on topics related to investment planning and asset management at seminars, conferences, and in the media. Mark holds his B.A. and M.B.A. from Gannon University. Media appearances include CNBC, The Philadelphia Inquirer, Philadelphia Business Journal, and Pittsburgh Business Times.

Scott Phelan, CFP®
Executive Vice President/Wealth Management, Financial Advisor

Phone: 678.448.4841 Email: sphelan@janney.com

Zachary Kepes with Zak Ventures, Nathan Harris with Ease and Jesse Ray with Growth House

October 26, 2022 by Karen

Phoenix Business Radio

Zachary Kepes with Zak Ventures, Nathan Harris with Ease and Jesse Ray with Growth House

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Zachary Kepes with Zak Ventures, Nathan Harris with Ease and Jesse Ray with Growth House

Zachary Kepes started Zak Ventures LLC in 2002 and has acquired more than 250 single family homes to his long term rental portfolio. Zachary has been through the roller coaster ride of 2007 and came out stronger than ever.

He flips, holds, educates and puts a strong emphasis on health as the foundation for his success. Zachary combines his wall street business background with his strong relationship building to create his ironman chess mentality on his investment success.

Zachary is from Detroit Michigan. He moved to Arizona in 2002 to pursue his real estate career. Zachary has acquired more than 4000 homes in his 20 year career and has worked with all the major hedge funds. Each home was acquired on a single basis.

Zachary is passionate about physical fitness, dogs and supports various local and national charities.

Connect with Zach on Instagram.

Ease partners with the nation’s top universities, coding camps, and corporations to create an equal opportunity remote workforce platform.

Nathan Harris is a technology founder and restaurateur with over 10 years of experience in building timeless and award-winning brands.

Nathan also consults organizations of all sizes on how to build brands & cultures that attract and retain the best customers and talent.

Connect with Nathan on LinkedIn and Instagram.

The Growth House offers two unique experiences to help accelerate growth for Entrepreneurs. “You become who you surround yourself with”

3-6 Month Co-Living Community for Entrepreneurs: Surround yourself with other entrepreneurs, attend masterclasses w/ guest speakers, weekly accountability masterminds, morning cold plunges etc…

Immersion (Entrepreneur Bootcamp): Imagine your favorite weekend mastermind/conference, now imagine having one on one and small group coaching with all of the speakers and coaches that were there! Immersion offers an intimate environment which leads to bigger break throughs both professionally and personally.

Change your environment, level-up your association, and change your life!

They are based in Phoenix, Arizona and looking to expand to other major entrepreneurial cities.

Upon graduating from college, Jesse Ray started a career in sales which blossomed into setting company records, being a President’s Club Winner, and a Million Dollar Producer. However, during his corporate career, he knew he didn’t want someone else controlling his life. He sought time and financial freedom, and also realized he has a way bigger purpose.

For 5 years, Jesse struggled with the transition to Entrepreneurship. He lacked the confidence, mentorship and know-how to transition to becoming an entrepreneur. Now that he has officially retired from “Corporate America,” he wants to be that mentor and coach for others.

Jesse’s passions include working out, personal development, and building communities. He now dedicates his life to helping Entrepreneurs and aspiring Entrepreneurs to reach their full potential with the Growth House.

Follow The Growth House on LinkedIn, Facebook, Twitter and Instagram.

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

May 25, 2021 by Mike

Gwinnett Studio

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

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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

Barry Spencer, Wealth With No Regrets

January 27, 2021 by John Ray

North Fulton Business Radio

Barry Spencer, Wealth With No Regrets

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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.

Company website

Company Facebook

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.