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Amy Bruske with Kolbe Corp and Dana Anspach with Sensible Money

August 1, 2023 by Karen

Amy-Bruske-with-Kolbe-Corp-and-Dana-Anspach-with-Sensible-Money-featurev2
Phoenix Business Radio
Amy Bruske with Kolbe Corp and Dana Anspach with Sensible Money
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Amy Bruske with Kolbe Corp and Dana Anspach with Sensible Money

Kolbe-Corp-logo

Kolbe Corp, a Phoenix-based company, provides consulting, software, and assessments to help people identify their instinctive talents, develop their confidence, and use their innate abilities to succeed in business and their personal lives.

For more than 45 years, the Kolbe System™ has been used by organizations such as Intel, Volkswagen, Honeywell, and other companies of all sizes. Kolbe Corp has been recognized in The Wall Street Journal, ABC Nightly News, USA Today, CNN, O Magazine, and other outlets. Kolbe’s flagship product is the Kolbe A™ Index — a powerful, 36 question assessment that helps people understand how they naturally take action.

Amy-Bruske-Phoenix-Business-RadioAmy Bruske is President/Owner at Kolbe Corp. Amy is one of only three Senior Master Consultants in the Kolbe Concept™— the authoritative theory for human instinct and performance.

In her role as President/Owner, she advises high-level governmental agencies and leading healthcare organizations; consults for top companies in industries ranging from food to electronics to insurance; helps investment bankers and semiconductor manufacturers; and leads projects for Fortune 500 businesses and local community non-profits alike.

Amy serves as Chairman of the Board for the Center for Conative Abilities, and is also a member of the Women Presidents’ Organization, the International Women’s Forum, the Phoenix Blue Business Council, Charter 100, and the Strategic Coach program.

She currently serves on the board of the Arizona Hispanic Chamber of Commerce, and has also served on the board for the National Association of Women Business Owners (an organization that honored her with their top distinction — Small Business Owner of the Year). Along with Kathy Kolbe, Amy co-authored the groundbreaking family business guidebook Business is Business.

Follow Kolbe Corp on LinkedIn, Twitter and Instagram.

Sensible-Money-logo

Sensible Money is a professional services firm specializing in building financial plans that help clients transition into retirement, so they can see when they can retire, how much income they will have, and where that income will come from.

Dana-Anspach-Phoenix-Business-RadioDana Anspach is the founder and CEO of Sensible Money, LLC, a financial planning firm ranked on the 2022 Inc. 5000 list of fastest-growing privately owned companies in the U.S.

She is the author of How to Plan for the Perfect Retirement, a lecture series on The Great Courses, and of the book Control Your Retirement Destiny. For her continuing contributions to financial literacy, Investopedia named her three times to the country’s Top 100 Financial Advisors.

Practicing since 1995, Dana is a Certified Financial Planner, Retirement Management Advisor, and a Kolbe Certified Consultant.

Connect with Dana on LinkedIn, Facebook and Twitter.

About Our Guest Host

ABHOUTHOSTHEADSHOT

Kindra Maples  is spartan racer, past animal trainer, previous magician’s assistant, and has a weakness for Oreo cookie shakes. Her journey working with people actually started working with animals as a teenager (don’t worry we won’t go that far back for her bio).

She worked for over 15 years in the zoo industry working with animals and the public. Her passion of working with animals shifted into working with people in education, operations and leadership roles. From there her passion of leadership and helping people develop has continued to grow.

Then came the opportunity for leading  the Culture Crush Business Podcast and she jumped on it. Leadership, growth, and strong company cultures are all areas that Kindra is interested in diving into further.

Tagged With: Kolbe Corp., retirement income planning, retirement planning

Barry Spencer, Wealth With No Regrets

January 27, 2021 by John Ray

Wealth With No Regrets
North Fulton Business Radio
Barry Spencer, Wealth With No Regrets
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Wealth With No Regrets

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

LinkedIn

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.

Tagged With: Barry Spencer, Build Wealth Like a Shark, financial advisor, financial educator, investing, retirement income, retirement income planning, retirement planning, Wealth With No Regrets

RichLife Retirement Show with Beau Henderson and Bill Maine #003

August 16, 2020 by Rose

North Georgia Business Radio
North Georgia Business Radio
RichLife Retirement Show with Beau Henderson and Bill Maine #003
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The RichLife Retirement Show with Beau Henderson | Comprehensive Retirement Planning & Social Security Optimization

Join Beau Henderson, CEO of RichLife Advisors and Bill Maine from WDUN for a conversation about the real numbers for healthcare costs, what you should do with your 401k in retirement, and a whole lot more
About Beau Henderson:

Beau Henderson is a retirement planning specialist located in Gainesville, GA, a USA Today and Wall Street Journal best-selling author, and the founder and visionary of RichLife Advisors. He has helped more than 3,000 clients to not only improve their relationship with money, but to live their unique definition of a fulfilled, meaningful retirement with purpose.

Through his innovative RichLife Retirement Success Strategy™, Beau and his team at RichLife Advisors help families across the United States approaching retirement to properly address the six components a successful retirement:

  1. Maximizing income (including Social Security)
  2. Optimizing assets for long-term growth
  3. Paying less in taxes
  4. Planning for healthcare
  5. Protecting the people and things that they care about the most and
  6. Addressing non-financial considerations to ultimately living their unique definition of a RichLife in retirement

Beau is an avid local business advocate, podcast enthusiast and studio owner of North Georgia Business RadioX. He was recognized as Junior Achievement’s Business Partnership of the Year in 2016 for his efforts and commitment to increasing financial literacy in the community.

Website:

RichLifeAdvisors.com

Contact Beau:

EMAIL
Info@RichLifeAdvisors.com

PHONE
(770) 249-7424

Connect with Beau:

Facebook — https://Facebook.com/RichLifeAdvisors
Twitter — https://Twitter.com/RichLifeAdvisor
 LinkedIn.com — https://www.linkedin.com/in/beauhenderson/

 

Tagged With: beau henderson, retirement income planning, RichLife Advisors

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