retirement planning Archives - Business RadioX ®

Thinking Beyond the Leisure of Retirement, with Anthony Chen, Host of Family Business Radio

June 16, 2025 by John Ray

Family Business Radio

Thinking Beyond the Leisure of Retirement, with Anthony Chen, Host of Family Business Radio

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Thinking Beyond the Leisure of Retirement, with Anthony Chen, Host of Family Business Radio

Family Business Radio host Anthony Chen urges us to think beyond the leisure of retirement and make a broad, well-conceived plan.

Anthony’s commentary was taken from this episode of Family Business Radio. Family Business Radio is underwritten by Anthony Chen with Lighthouse Financial Network.

Transcript

As we’re winding down and closing down the show, I like to close this out with what’s called Anthony’s Financial Take. Continuing picking back off the theme in terms of preparation for a succession plan in the financial world, the question that we would always want to ask is, what does an ideal retirement lifestyle look like?

And it’s think really hard, not just, oh yeah, I’m going to go out golfing efficiently. No, after, let’s say, six months of golf, unless you’re like a PGA tour kind of guy, you’re eventually going to get a little bored. But to really think, run through the scenario of what does my ideal retirement lifestyle really look like?

How do I want to be structured? And that’s my, my financial take of today’s theme. Thank you for listening in to Family Business Radio. Until next time. . .

Anthony Chen, Host of Family Business Radio

Family Business Radio is sponsored and brought to you by Anthony Chen with Lighthouse Financial Network. Securities and advisory services are offered through OSAIC, member FINRA/SIPC. RAA is separately owned, and other entities and/or marketing names, products, or services referenced here are independent of OSAIC. 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 by following this link.

Knowing Where You’re Going in Retirement, with Toby Anderson, SGL Wealth Management

March 11, 2024 by John Ray

North Fulton Studio

Knowing Where You're Going in Retirement, with Toby Anderson, SGL Wealth Management

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Knowing Where You’re Going in Retirement, with Toby Anderson, SGL Wealth Management

Toby Anderson: The old saying, if you don’t know where you’re going to get there, and everyone’s got goals. Those goals, as with anything–you need to write them down.

And you need to know how you’re going to get there. Everybody has a goal of retiring at some point, but retirement looks different for almost everybody, right? Is that I want to be done at 62, and I’m never going to do anything? “I’m playing golf five days a week.” Great. If that’s what retirement let’s see what that looks like.

Sometimes it’s: “I’m going to retire, but I’m going to get a part time job because I want to.” “I’m never going to retire.” There’s that one. But you’ve got to know where you’re going, and then are you on track to get there, right? Are you saving the amount of money you need to save to have the lifestyle you desire when that day comes?

And it just makes people put everything down on paper. And even from the younger people, just the importance of budgeting—what’s coming in and what’s going out. Every dollar needs to have a purpose, and do you have the guardrails around what you’re doing to make sure your investments are aligned?

You can’t say, Hey, I need to have this amount of money when I’m doing and have your money sitting in cash. It’s just not going to, it’s just not going to work. And people, helping people understand the risks associated with certain levels of stuff and then the risks of not. Some people’s greatest risk is not being risky enough, right? It’s just important.

Listen to Toby’s full ProfitSense with Bill McDermott interview here.

The “One Minute Interview” series is produced by John Ray and the North Fulton studio of Business RadioX® in Alpharetta. You can find the full archive of shows by following this link.

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.

Tony Herdener | CFO (ret) Northeast Georgia Health System

December 24, 2023 by Rose

North Georgia Business Radio

Tony Herdener | CFO (ret) Northeast Georgia Health System

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If you’re feeling overwhelmed and anxious about your future retirement plans, or maybe you haven’t even had time to think about retirement, then you are not alone!

Little did today’s special guest know when he moved to Gainesville in 1995, that the close-knit community would not only shape his family’s future but also lead him to a surprising and transformative retirement journey.

In this episode of North GA Business RadioX, Tony Herdener, retired CFO of Northeast Georgia Health System, shares valuable insights on retirement and career transitions with your host, Phil Bonelli.

You’ll discover how Tony’s personal experiences and reflections provide a unique perspective on navigating the challenges and opportunities that come with retirement and being a highly effective leader while you are still working.

His emphasis on self-awareness, reflection, and the importance of community involvement offers practical advice for everyone regardless of what stage you are at in your life and career.

Tony’s journey and wisdom make this episode a must-listen for those seeking guidance on successful personal and professional growth through self-awareness and mentorship.

Connect with Phil Bonelli:

https://www.facebook.com/Hopewell-Farms-GA-105614501707618/

https://www.instagram.com/hopewellfarmsga/

https://www.hopewellfarmsga.com/

Connect with Beau Henderson:

https://RichLifeAdvisors.com

https://www.facebook.com/RichLifeAdvisors

https://www.facebook.com/NorthGARadioX

Key moments in this episode are:

00:07:13 – Transitioning from Corporate Career
Tony Herdener shares his experience of transitioning from a corporate career to retirement, highlighting the challenges of adjusting to a new routine without the daily work environment and interactions.

00:10:39 – From Strength to Strength Book Recommendation
Tony discusses the book “From Strength to Strength” and its impact on his transition to retirement. The book focuses on self-awareness, transitioning from knowledge to wisdom, vulnerability, and spirituality in the second half of life.

00:11:52 – Cultivating An Aspen Grove
Tony refers to the metaphor of the Aspen Grove to emphasize the importance of cultivating connections and vulnerability in the second half of life for successful transitions and personal growth.

00:15:20 – Life’s Uneven Struggles
The conversation touches on the uneven nature of life and the concept of work-life balance, highlighting the importance of giving 120% at work and at play to achieve success without mediocrity.

00:15:48 – Self-awareness and Preparation
Tony encourages self-awareness and financial preparation ten years before a career transition. He emphasizes the need to be self-aware and prepared for the future.

00:17:09 – Reflection and Mentoring
Reflection and seeking mentors are crucial for personal growth. Tony discusses the importance of journaling, setting personal goals, and seeking out mentors for guidance and wisdom.

00:20:09 – Seeking Wisdom and Mentorship
Tony provides tips for approaching mentors, emphasizing the importance of doing homework, sincerity, and vulnerability. He also highlights the value of networking and leveraging connections.

00:23:50 – Vulnerability and Trust
Tony emphasizes the importance of vulnerability and trust in relationships, both in the workplace and personal life. He shares how being vulnerable and humble can lead to meaningful collaboration and growth.

00:30:06 – Listening to Critics
Tony discusses the importance of listening to constructive criticism while ignoring cynicism. He draws parallels to the blue angels who critique each other to improve, highlighting the value of feedback for personal and professional growth.

00:31:19 – Dealing with Cynics and Critics
Tony discusses the importance of turning off the noise from cynics and embracing feedback from critics. He emphasizes the need to focus on growth, assume positive intent, and be coachable.

00:32:32 – Embracing Feedback
Using the example of Apollo 13, Tony highlights the importance of feedback for course correction. He stresses the significance of feedback as a means of improving and achieving the mission.

00:34:14 – Alignment with Boss and Organization
Tony shares the importance of aligning with the boss and the organization to ensure that everyone is on the same page. He emphasizes the need for clear communication and understanding of priorities.

00:35:51 – Measurement and Goal Setting
Tony discusses the significance of metrics in measuring progress and the impact of setting goals. He emphasizes the power of focus, affirmations, and having a clear why behind one’s actions.

00:38:54 – Problem Solving and Wisdom
Tony emphasizes the importance of problem-solving and bringing solutions to the table. He highlights the value of wisdom in filtering ideas and the need for continuous learning and growth.

Dr. Bill Lampton, Dr. Diana Tyler & Paul Webb

August 6, 2023 by Amanda Pearch

Forsyth Business Radio

Dr. Bill Lampton, Dr. Diana Tyler & Paul Webb

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Dr. Bill Lampton, Dr. Diana Tyler Dr. Diana Tyler & Paul Webb

Dr. Bill Lampton |The Biz Communications Coach

Dr. Bill works with current and future C-Suite executives (CEO, CFO, COO, CIO) –helping them master leadership communication skills. As the “Biz Communication Guy,” serving executives has become his mission. Bill knows firsthand the challenges professionals face. Bill spent two decades at the vice-presidential level in higher education and health care.

Dr. Diana Tyler | Aura Functional Neurology Center

Aura FNC uses the latest knowledge in neuroscience and applies concepts of neuroplasticity to help identify the root cause of your problems and provide long-term solutions. Dr. Tyler specializes in neurological treatment of migraine, dysautonomia/POTS and traumatic brain injuries (including concussion). Functional neurology uses applied clinical neuroscience to diagnose and treat neurological inefficiencies.

Paul Webb | Webb Wealth Advisors

Webb Wealth Advisors holds the most prestigious Chartered Financial Consultant® designation, awarded only to those with the highest standard of knowledge and trust in financial planning. Paul and his team are uniquely qualified to help you navigate the challenges of securing your financial future for your family or business. They create opportunities for your long-term growth potential, as well as lifetime income throughout your retirement.

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Podcasts by Amanda Pearch

Amy Bruske with Kolbe Corp and Dana Anspach with Sensible Money

August 1, 2023 by Karen

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, 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 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 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 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

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.

Finding Opportunity in Economic Storms, with Anthony Chen, Host of Family Business Radio

July 12, 2023 by John Ray

Family Business Radio

Finding Opportunity in Economic Storms, with Anthony Chen, Host of Family Business Radio

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Finding Opportunity in Economic Storms, with Anthony Chen, Host of Family Business Radio

In a commentary from a recent Family Business Radio episode, host Anthony Chen discussed finding opportunity in economic storms instead of focusing only on the negative.

Anthony’s commentary was taken from this episode of Family Business Radio. Family Business Radio is underwritten by Anthony Chen with Lighthouse Financial Network.

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 are 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.

Finances as Fuel and Resource, with Anthony Chen, Host of Family Business Radio

June 5, 2023 by John Ray

Family Business Radio

Finances as Fuel and Resource, with Anthony Chen, Host of Family Business Radio

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Finances as Fuel and Resource, with Anthony Chen, Host of Family Business Radio

In a commentary from a recent Family Business Radio episode, host Anthony Chen discussed the role of finances as a fuel and resource to help you live your purpose, and finding a professional that understands that.

Anthony’s commentary was taken from this episode of Family Business Radio. Family Business Radio is underwritten by Anthony Chen with Lighthouse Financial Network.

Anthony Chen, Host of Family Business Radio

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

Beyond Business: Building Relationships and Growing in the Community

May 11, 2023 by Karen

Phoenix Business Radio

Beyond Business: Building Relationships and Growing in the Community

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Beyond Business: Building Relationships and Growing in the Community

This House Show with Alison Stine and Travis Meyers went beyond the conversation of their job titles and the work they do in business. The common threads that continued to appear between them both in the conversation was community involvement, growing real relationships, and having deeper connections that help support the growth of business.

We are a studio that focuses on building relationships through real connection and this show was a beautiful example of that. Yes, we had the opportunity to learn about what Alison and Travis do for business and the importance of having a financial advisor and an estate planning attorney. We also had the chance to learn about them as people growing real relationships, getting involved in the community, and building partnerships together.

This is a great episode to listen in on if you are wanting to go beyond transactional business. If you are wanting to hear about the importance of growing in the community and building real relationships- then this episode is for you. If you would benefit from hearing other leaders in the community discuss the importance of focusing on yourself and not just adding clients to your business- then this is the podcast for you.

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

We always begin with an Initial Consultation to learn more about the prospective client’s financial situation and goals as well as explain our process. From there, we go through a 3 meeting process to fact-find, present a plan, and implement recommendations. Alison prides herself on educating her clients and communicating regularly.

Alison Stine is the Founder of Stine Wealth Management located in Scottsdale, AZ. Alison has been a Financial Advisor for over a decade.

She has been named a 2019 and 2020 Five Star Wealth Manager in the Phoenix Magazine and Forbes, 2021 KNOW Women Honoree, 2022 Under 40 in Wealth Management award – American Bankers Association, 2022 Most Admired Leaders – Phoenix Business Journal, 2022 Business Woman of the Year Finalist – Tempe Chamber of Commerce, 2022 Wildcat Career Champion Award – UArizona Eller College of Management, and 2023 100 Women to KNOW in America – The KNOW Women.

Alison loves to give back and get involved within the community. She is the President of the University of Arizona Alumni Association PhoenixCats Chapter raising scholarship dollars for future Wildcats.

Alison is very involved with the Tempe Chamber of Commerce and currently serves as the Chair of the Women in Business Council bringing together women through various programs. Alison is a graduate of Class XXXVII of Tempe Leadership and has been a mentor through New Pathways for Youth for 7 years.

When she is not working/volunteering/networking you can find her spending time with her husband Billy and their dog Jordy.

Connect with Alison on LinkedIn and follow Stine Wealth Management on Facebook and Instagram.

The Law Office of Libby Banks is a law firm that focuses exclusively on the areas of Estate Planning, Probate and Trust Administration. They work to prevent the problems caused by an unplanned, or poorly planned, estate.

Their clients range in age from 18 to 98. Some have large families. Some have small or no families but consider their pets their children. Client assets range from a house, a car and a small bank account to large businesses and multiple rentals and properties around the United States.

When you engage The Law Office of Libby Banks, you can be assured knowing that your estate is being handled by a highly experienced, seasoned legal team. They take great pride in serving their community and giving their clients peace of mind through some of the hardest moments of their lives.

Travis Meyers joined the Law Office of Libby Banks in September of 2021 as an associate attorney. Travis is passionate about helping people use the law to protect families and give their loved ones peace of mind through careful planning and preparation.

Travis started his career as a litigator, working as a prosecutor in the Maricopa County Attorney’s office and representing individuals as a disability advocate in Social Security disability hearings.

As a litigator, Travis developed the valuable skills of listening, developing strategies and using the law to benefit clients. Travis uses those skills every day at the Law Office of Libby Banks to help clients achieve the goals they set for their estate plans. Travis is always diligent, friendly, and passionate in helping clients.

When Travis is not working, he enjoys playing the piano, golfing, and spending time with his family.

Follow The Law Office of Libby Banks on LinkedIn and Facebook.

About Our Guest Host

Dan Smith of Insperity joins Host Paul Webb

October 4, 2022 by Amanda Pearch

Forsyth Studio

Dan Smith of Insperity joins Host Paul Webb

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On this episode of “The Retirement Planning & Wealth Management Podcast”, Host Paul Webb sits down with guest Dan Smith to discuss retirement, investments, Benefits, and 401k’s and much more.

Dan Smith of Insperity

Dans excellent communication skills, creative thinking active listening and strategic planning are what makes him stan out as a trusted advisor.

Insperity’s tagline is, HR that Makes a Difference^™, defines what we do. It emphasizes that human resources is a key driver of growth and contributes to a business’s bottom line. This is what sets Insperity apart. Insperity has a long history of improving the success equation of small and midsize businesses across the country – because when businesses succeed, communities prosper. And in today’s changing business environment, it’s our privilege to take care of an organization’s most valuable asset: its people.

Host Paul Webb| President & Founder | Webb Wealth Advisors

The Webb Wealth Advisors team of retirement planners assess your current income and future income to build the budget that suits you and your family best then design a custom plan meeting your risk guidelines and investment objectives.

Webb Wealth Advisors offers Tax Free & Guaranteed Income Retirement Planning. Offering the Highest Guaranteed NO RISK Retirement Income in the industry. They work with individuals, CPAs & Estate Planning Attorneys and team members to help them optimize their clients most favorable retirement outcomes including succession planning offer 401ks, IRAs.

Visit webbwealthadvisors.com to learn about their full scope of services.