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Life And Money E18

March 23, 2021 by Karen

Phoenix Business Radio

Life And Money E18

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Life And Money E18

Are you living the life you dreamed of or wishing for more? Are you dreaming about the day you get to retire? Have you struggled with finances? If so, then check out this episode of Collaborative Connections Radio Show and Podcast.

Host, Kelly Lorenzen was on-air with featured guests Doni and Larry Smith with Love and Money Hacks and Teresa Kuhn with Living Wealthy Financial. If you are looking for tips on saving for retirement, financial freedom, or ways to create a stream of passive income, then this episode is worth the listen.
So many great tips and resources were shared by all.

Collaborative Connections Radio Show and Podcast is sponsored by KLM Consulting, Marketing and Management.

As trainers, motivational speakers and authors, Doni and Larry Smith with Love and Money Hacks help people achieve financial freedom and communicate effectively with their partner… changing the world one hack at a time!

Have you ever struggled with money, or had relationships that leave you feeling empty? It is easy for us to understand because we have been there! We are not strangers to financial burdens and struggles!

We have had massive credit card debt, a car repossessed and borrowed money from one credit card to pay the minimum payment on another credit card. Larry even filed chapter 7 bankruptcy in 1989. We have been married and divorced. So, we know what it is like to struggle as well.

We have taken our “former lives” and transcended them into “new lives”. It all started when we became self employed! It was one of the best decisions we have ever made. It was such an honor to be inducted into the millionaire‘s club in our business after earning our first million in less than five years. Today the only debt we have is our mortgage and RV, and our net worth is in the millions!

We have been featured in numerous books, magazines, on radio talk shows, and on TV. Larry has even been featured on Fox Business News for his financial success!

Good judgment comes from experience, but experience comes from bad judgment. So, we must make mistakes in life, to learn lessons, so that we grow into what we want to become. But what if you did not have to make the same mistakes we did? What if you could bypass the mistakes because you got the education from someone who has been there?

We have been coaching and training individuals, families, and businesses for over 25 years AND we want to help YOU! Our financial education and relationship development will help YOU have a better quality of life if you follow our advice. It will SAVE you a tremendous amount of money, by providing the financial education that everybody needs and also how to improve your relationships!

We will provide lessons to you that are simple to understand and implement, and the results can be LIFE CHANGING! We look forward to helping you live LIFE the way it was meant to be lived!
~Doni and Larry Smith

Follow Love and Money Hacks on LinkedIn, Facebook, Twitter and Instagram.

Living Wealthy Financial Group – We are financial wealth and retirement income strategists tired of seeing ordinary Americans having their wealth eroded needlessly. So many so-called financial experts continue to push worn-out, ineffective systems and methodologies that simply don’t work in the 21st Century.

Business owners, individuals, and families are confused and misinformed when it comes to how best to build their financial cornerstones. Using the unique cornerstone of Bank On Yourself, we help our clients take charge of their own money and liberate themselves from bondage to conventional financial wisdom that no longer works in the modern economy. Through proven and time-tested safe money strategies, we provide creative solutions that enable clients to remain financially sound through every life event.

Teresa Kuhn, a respected financial educator, best-selling author, and strategist; is passionate about ensuring that her clients have the tools they need to survive a changing economy.

Her diverse educational and life background, including experience as an attorney, financial advisor, and entrepreneur, makes Teresa uniquely qualified to assist individuals, families, and business owners in designing blueprints for financial and professional success. She has counseled thousands of individuals, families, and business owners across the nation, helping them how they can avoid exposing their wealth to the eroding factors such as taxes, inflation, and Wall Street losses.

Teresa lives in Austin with her husband, David, and her son, Keating. After graduating with degrees in finance and law, Teresa became a Registered Financial Consultant and Certified Senior Advisor. She is also a member of the National Association of Insurance and Financial Advisors, the Financial Planning Association, and the National Academy of Best Selling Authors.

Teresa is also active in the community; she is the Past-President of the Jackson Township Rotary Club (first female and youngest person to hold that position), graduate of Leadership Stark County.

Follow Living Wealthy Financial Group on LinkedIn and Facebook.

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.

Bill Neglia of Neglia Insurance Group, Todd Evans of Pieper O’Brien Herr Architects, and Roop Singh of Intuit Factory

October 17, 2019 by Mike

Gwinnett Business Radio

Bill Neglia of Neglia Insurance Group, Todd Evans of Pieper O'Brien Herr Architects, and Roop Singh of Intuit Factory

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Mike Sammond, Roop Singh, Bill Neglia, Todd Evans, Steven Julian

Bill Neglia/Neglia Insurance Group

The Neglia Insurance Group is a full-service independent insurance agency that was started in 1983. They specialize in health, life, long term care, disability, dental, vision, and Medicare insurance plans. They work with individuals, families, business owners and their employees to make sure they have the most suitable and cost-effective insurance plans at all times. They have access to every major insurance carrier, as well as many smaller niche companies who most consumers don’t know exist. They consistently save their health insurance clients hundreds, and sometimes thousands, of dollars each month. They pride themselves in providing superior customer service before, during, and long after the sales process. There is no charge to their clients for their services!

Todd Evans/Pieper O’Brien Herr Architects

Pieper O’Brien Herr Architects is a 50-year-old Atlanta-based architectural, interior and graphic design firm that specializes in office, commercial, industrial, public sector, and mission critical projects throughout the country.

Roop Singh/Intuit Factory

Intuit Factory is a multi-disciplinary team bringing in a diverse set of techniques, philosophies, and models to navigate your blockchain journey. They are not your run-of-the-mill consulting firm. They combine deep business insight with an expert understanding of how this foundational technology will create strategic impact, drive new business models, and create new markets. To grasp this shift, it’s not sufficient to merely understand how blockchain works. They aim to land you at the “why” before developing the “what”. Leveraging their years of expertise in business process transformation, they now guide you to leapfrog into the future using blockchain.

Family Business Radio, Episode 2: Trenton Carson, TC Productions, and Brady Barron and Jason Perry, Sutter McLellan & Gilbreath

September 10, 2019 by John Ray

Family Business Radio

Family Business Radio, Episode 2: Trenton Carson, TC Productions, and Brady Barron and Jason Perry, Sutter McLellan & Gilbreath

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**Trenton Carson, Anthony Chen, Brady Barron, and Jason Perry**

Family Business Radio, Episode 2: Trenton Carson, TC Productions, and Brady Barron and Jason Perry, Sutter McLellan & Gilbreath

On this episode of “Family Business Radio,” host Anthony Chen welcomes Trenton Carson, TC Productions, to discuss the benefits of video marketing for business owners. Brady Barron and Jason Perry of Sutter McLellan & Gilbreath also join the show with insights on insurance options employers should offer as part of their employee benefits package.

Trenton Carson, TC Productions

Trenton Carson is the Founder and Owner of TC Productions. Full service video production company that partners with business owners and marketing teams to develop and execute highly customized video marketing campaigns focused on driving leads, awareness and brand loyalty. The two areas TC Productions specialize in: producing videos specifically for your intended audience – Video Production. I get those videos in front of your intended audience – Video Marketing. Trenton helps clients: *Build brand awareness and establish an influencing presence online *Effectively use video as a tool in their marketing strategy *Create evergreen content that enhances their marketing message *Become comfortable with the growing demand the market has for videos. Trenton has learned that stories are in everything you do. Your brand and the story it tells impacts people, what they believe, how they feel, and the decisions they make. The combination of visuals and sound evoke emotions more effectively than text alone. If you want to draw your viewers in, connect with them emotionally, and move them to take the next step, working with TC Productions to produce your next video will make you the company hero.

For more information, go to the TC Productions website.

Brady Barron, Employee Benefits Broker, and Jason Perry, Benefits Manager, Sutter McLellan & Gilbreath, Inc.

Brady Barron is an Employee Benefits Broker and Jason Perry a Benefits Manager with Sutter McLellan & Gilbreath Inc.

Sutter McLellan & Gilbreath Inc. has operated as an insurance broker since 1953 in the Atlanta Metro Area. They specialize in all types of insurance from Employee Benefits, Auto & Home Owner Insurance, and Property and Casualty Insurance. They are committed to providing you with the highest level of service in the areas of claims management, loss control, insurance company negotiations, and account administration. Our mutual objectives, at a minimum, are to: protect your assets, eliminate redundant costs by combining coverages into one program, and provide simplified pricing so you can anticipate and accurately allocate insurance costs. They also aim to keep you apprised of the costs and direction of your insurance program to avoid costly surprises and also to develop any other strategy or objective that would enhance your program.

For more information, you can find their website here.

Anthony Chen, Host of “Family Business Radio”

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.

Samuel Howe with Alliance Group and Hank Spinnler with Harmony Home Inspection Services

August 6, 2019 by Beau Henderson

North Georgia Business Radio

Samuel Howe with Alliance Group and Hank Spinnler with Harmony Home Inspection Services

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Beau Henderson, Samuel Howe, Hank Spinnler, Amanda Pearch

Samuel Howe/Alliance Group

Alliance Group specializes in educating Americans about Living Benefits – a revolutionary, evolved new breed of life insurance that protects them financially not only in the event of death, but also in life. Alliance Group has been blazing the trail for this important product for more than 20 years, helping combat the #1 cause of bankruptcy in the US every year – medical bankruptcy stemming from an unexpected critical illness or injury.

For more information about Samuel Howe Click Here

Hank Spinnler/Harmony Home Inspection Services

Harmony Home Inspection Services had been in business since 2004 and covers the North Georgia area. They are a full service inspection company with home inspection, light commercial, radon testing, mold, & termite inspections. Harmony Home Inspection uses infrared thermography, drone photography, and an on-line digital report with photos and Create Repair List. Optional service provides quotations for repairs.

MARKETING MATTERS WITH RYAN SAUERS: Alicia Wehner with Brand and Britt Insurance Agency

June 27, 2019 by Mike

Gwinnett Studio

MARKETING MATTERS WITH RYAN SAUERS: Alicia Wehner with Brand and Britt Insurance Agency

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Alicia Wehner/Brand and Britt Insurance Agency

Brand and Britt Insurance Agency has locations in Monroe, Loganville, Grayson and Buford. In business over 40 years, Brand and Britt represents over 35 insurance carriers. They provide insurance for individuals, businesses, health/life/disability, and bonds.

Alicia Wehner has held a job in one way or another since she was 14 years old. From yogurt server, to shoe sales, to retail sales, to bank teller, to bank management and business lender, to insurance. It’s been an interesting and fun ride!

Jane Bishop/Take the Next Step

Jane Bishop, is CEO of Take the Next Step which emerged out of her passion to help others “go for their It.” She helps small business owners, entrepreneurs strengthen and align with their inner core for success by using her coaching and training skills. When you work with Jane you will experience accomplishing your “it,” and be a greater influence to those around you. Jane uses her E4U system to help clients get to the core faster to create and execute a plan for effectiveness. Jane is also a professional speaker and published author. Curious? Reach out and book a complimentary session and see where that leads.

Ryan Sauers/President of Sauers Consulting Strategies

Ryan T. Sauers has spent over 25 years leading and/or consulting with marketing, media, and related companies. He is also owner of two Our Town Gwinnett monthly magazines. Sauers is a frequent national speaker and global columnist. He serves as an adjunct university professor teaching leadership courses. Ryan is a Certified Myers Briggs, DiSC, and Emotional Intelligence practitioner. Ryan is working on his Doctoral degree in Leadership. He is author of the best-selling books Everyone is in Sales and Would You Buy from You?

Show Overview

Marketing Matters with Ryan Sauers is a radio show discussing topics as they relate to marketing, communications, sales, leadership and more. Host Ryan Sauers, a best-selling author and national speaker, discusses how these topics play a role in every aspect of our lives. Each episode shares tangible nuggets of information that listeners can easily understand and apply to their everyday life, whether personal or business. The show challenges listeners’ current state of thinking so they can grow to new heights and see new opportunities in business, which is rapidly changing, multi-generational. and noisy in nature.

Kevin Heath with MTD Benefits and Juan Luna with Luna’s

April 9, 2019 by Beau Henderson

North Georgia Business Radio

Kevin Heath with MTD Benefits and Juan Luna with Luna's

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Beau Henderson, Kevin Heath, Juan Luna, Dr. Bill Lampton

Kevin Heath/MTD Benefits

Kevin Heath is a licensed Life and Health insurance agent in Georgia, the southeast, and multiple other states. Kevin holds many other certifications within his industry and is always on the cutting edge of certifications in his field. He has been helping clients with their health insurance needs since 2004. In the early years of his career, Kevin worked directly for a few large insurance companies and agencies. While he really enjoyed being able to help clients find coverage that best suited their needs, it was clear to him that not one company is best for everyone and this was the driving force that led him to start his own brokerage firm. MTD Benefits grew from Kevin’s desire to offer his clients a multitude of options from multiple carriers as he felt strongly that what may work for one person wouldn’t work for another. MTD stands for Making The Difference and that is exactly what drives Kevin professionally.

When Kevin is not helping others with their insurance needs, he loves spending time with his wife of almost twenty years, Brooke, and their 3 daughters. You can usually find Kevin and Brooke watching their eldest daughter on stage, in the stands at a football game watching their middle daughter cheer, or on the sidelines at a soccer game watching their youngest daughter play. Kevin is a member at The Highlands Church and loves spending time with his church family. He also serves on many boards and committees with local organizations. Kevin is a strong believer in giving back to the community and he makes it a priority to do so in many ways throughout the year.

Juan Luna/Luna’s

Juan Luna, opened Luna’s Restaurant February 7th, 1997 on the ground level of the Hunt Tower in downtown Gainesville, Georgia. His mission is to offer the local community a restaurant serving the best American cuisine with a Continental flair. Each year, in operation, Luna’s has consistently increased its patronage. Furthermore, Luna’s has become a household name in catering. Over the years they have catered some of Gainesville’s most memorable events – art openings, graduation ceremonies, victory parties for political candidates, the Governor’s fund-raisers, the inauguration of their Chamber of Commerce and the 33rd International Canoe Federation Flatwater Racing World Championships, to mention a few. Luna’s has been tremendously successful in catering rehearsal dinners, wedding receptions and various other personal celebrations.

Better Buyer Insurance LLC with Sue Beyer and Brandon Beyer

February 26, 2019 by Karen

Phoenix Business Radio

Better Buyer Insurance LLC with Sue Beyer and Brandon Beyer

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Better Buyer Insurance LLC with Sue Beyer and Brandon Beyer

Better Buyer Insurance is an Independent Insurance Agency that Brokers over 20 different insurance companies for Auto-Home-Business and Life Insurance. They shop the rates so you do not have to.

Sue Beyer has been in the insurance industry for over 23 years and was an agent with American Family for 18yrs before she decided to start over and give her customers more options with her son Brandon Beyer through Better Buyer Insurance. Her listening and educating skills led her to be one of the most successful agents at American Family. She has won honors for being in the top 1/3rd in the company for 10 consecutive years, and has been entered into the company hall of fame. Sue is #3 in the state of AZ for Profit, including life sales honors and agent of the month awards continuously.

Sue realized that representing only one company may not yield the best product for her clients, so she became an independent agent and the company called Better Buyer Insurance was created. By partnering with dozens of companies, Sue can research what’s best for her clients and obtain the best policies at the best price for each individual situation. Insurance can be puzzling, but with Sue Beyer her aim is to solve the insurance puzzle and you can be confident that you will be a “better buyer with Sue Beyer”.

Brandon Beyer, Sue’s son, joins the Better Buyer Insurance team, as a licensed agent and a partner to the family business. Brandon graduated from Arizona State University, where he obtained his Bachelors degree in Business and Communication. He was eager to get into the insurance field where he could help customers with all their insurance needs and build relationships along the way.

Brandon is full time and an active partner of Better Buyer Insurance. Brandon plans on building the agency up and is truly passionate about making sure his clients and their families are protected. In his spare time Brandon enjoys playing volleyball and spending time with his family and friends.

Connect with Sue on LinkedIn and follow Better Buyer Insurance on Facebook.

BUSINESS SOLUTIONS Tim Young Managing Partner with WealthPoint

October 12, 2018 by Karen

Phoenix Business Radio

BUSINESS SOLUTIONS Tim Young Managing Partner with WealthPoint

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BUSINESS SOLUTIONS Tim Young Managing Partner with WealthPoint

WealthPoint’s Partners are nationally-recognized experts in family business, ownership and management succession planning, exit strategy planning, complex estate planning, key employee retention, business succession and sophisticated life insurance planning. They can also address the perils of procrastination as opposed to proactive planning.

Key Client Demographics:

Age 50+
Affluent family groups net worth $20M or more
Executive $500K or more in annual income
Closely held business $30M+ in annual revenue
Has children or key employees to succeed them
May have some planning or advisors in place

As a partner at WealthPoint, Tim Young provides his clients consultation on family business, wealth transfer, management succession planning, and owner exit strategies. Tim joined WealthPoint at the end of 2010 through the merger of Liquidity Partners, a firm he co-founded in 2006.

Tim has 20 years of experience building a family owned 2nd generation product and equipment distribution company into a $65 million company that employed more than 120 people operating in three states. Tim has held positions ranging from Sales & Marketing to President and CEO. He has been through each phase of the business life cycle from growth and succession to the successful sale of his business to a fortune 500 company.

Working primarily with business owners and their families who have a large percentage of their net worth in the value of their businesses, Tim’s work at WealthPoint focuses on ultimate life goals and how to plan for wealth transfers in the most tax-efficient and profitable manner. This comprehensive approach integrates the business owner’s personal and business balance sheet allowing them to focus on their business while we concentrate on building and implementing a plan for achieving their goals.

Tim moved to Arizona in 1977 to attend Arizona State University and has called Phoenix home ever since. Married with two children, Tim spends his free time with his family and friends. He is an avid baseball fan, musician and loves to contribute time helping others.

ABOUT YOUR BUSINESS SOLUTIONS RADIO HOST

In 2014, Jon Deiter was working on the leadership team of a company which began implementing the Entrepreneurial Operating System® (EOS®). Jon experienced first-hand the value and power of EOS and its simple tools to establish a clear vision, gain traction toward that vision, and grow a healthy team.

He also came to realize his true motivation and passion ….. to help many more companies achieve great things through implementing EOS! He was trained as a Professional EOS Implementer and since 2015 has been working with organizations to help them implement EOS. He offers his implementation/coaching services through his company, Jon Deiter Solutions, LLC.

EOS is a people-centric management system that embodies successful, proven ways of working with people and a team. In addition to company growth and achieving the life you desire, implementing EOS has positive impacts to employees, culture and team health.

Jon has worked for over 30 years in leadership/management positions in privately held and family owned entrepreneurial businesses as well as smaller divisions of public companies. He earned an MBA in Finance from Benedictine University in Lisle, Illinois and he has worked as a licensed CPA with Accreditation in Business Valuation and Certified Global Management Accountant. He has held positions in a variety of industries as Tax Advisor, Consultant, Controller, Vice President, CFO, and President.

His leadership career in manufacturing, distribution and service businesses, along with experience as both a user and implementer of EOS, give Jon a unique perspective to pursue his passion of helping business owners and leadership teams achieve all they want from their business.

Jon is active in the Conscious Capitalism movement and is a founding member and Treasurer of the Arizona Chapter of Conscious Capitalism. Jon lives in Chandler, Arizona with his wife Julie, having moved to Arizona from Chicago suburbs in 2003.

www.linkedin.com/in/jondeitereosimplementer
www.eosworldwide.com
www.consciouscapitalismaz.com
Jon’s Direct Line: 480-760-5809

Gregg Mooney with Leadership Max and Bill Neglia with Neglia Insurance Group

October 2, 2018 by Mike

North Fulton Business Radio

Gregg Mooney with Leadership Max and Bill Neglia with Neglia Insurance Group

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Gregg Mooney/Leadership Max

Leadership Max provides executive and group leadership coaching, speaking, training, workshops, seminars, mastermind groups, leadership assessments, team assessments and training, and DISC assessments and consultation. Founder and President Gregg Mooney is an independent certified John Maxwell coach, trainer, and speaker. He has served as Vice President of two national engineering firms over the past 20 years and has extensive leadership experience at all levels.

Bill Neglia/Neglia Insurance Group

The Neglia Insurance Group has been in business since 1991. Their principal broker Bill Neglia has been a licensed agent since 1983. Neglia Insurance Group provides a wide variety of group and personal insurance benefit plans such as health, life, short & long term disability, long term care, Medicare supplements, dental and vision. Neglia Insurance Group also provides voluntary employee benefits through companies like AFLAC, Colonial and Humana. Bill has access to every major well-known insurance carriers as well as many niche carriers who provide products that can be as much as 70% less expensive than traditional ACA health plans. Bill is certified to offer plans both on and off the marketplace. Bill can provide group insurance to businesses with only one covered employee. He can also provide group insurance to businesses comprised of a husband and wife with no outside employees, as well as businesses with up to several hundred employees. Bill carefully analyzes each client’s specific needs and objectives and makes recommendation based on those variables. There is never a fee to utilize the services of Bill or the Neglia Insurance Group! The premium is the same whether you use the Neglia Insurance Group or you buy your insurance on your own.