retirement plans Archives - Business RadioX ®

John Benton with FuturePlan

August 28, 2025 by Mike

Gwinnett Business Radio

John Benton with FuturePlan

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Harper Lebel, John Benton, Steven Julian

John Benton/FuturePlan

FuturePlan is a dynamic network of leading third party administrators (TPAs) from across the nation, united to become one dedicated organization with a shared vision for transforming the retirement industry. They’ve created a new national model to deliver the highest possible levels of expertise, care and service to advisors and their clients. Their visionary way of working preserves the local TPA relationships, expertise, and entrepreneurial ingenuity you’ve always trusted, now backed by the strength and security of Ascensus.

Gwinnett Business Radio is presented by

Succession Planning

March 30, 2022 by Mike

Gwinnett Studio

Succession Planning

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Cleve Hill/Hill & Watchko

Hill & Watchko, LLC (formerly Bettis, Hill & Vann, LLC) is a premier boutique wills, trusts, estates, elder law, special needs planning and fiduciary litigation firm providing personalized, efficient, and reasonably priced services of the quality found in the typically large downtown law firms.

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.

Stewarding Family Wealth is presented by

Business Operating Agreements

March 23, 2022 by Mike

Gwinnett Studio

Business Operating Agreements

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Cleve Hill/Hill & Watchko

Randy Brunson/Centurion Advisory Group

Stewarding Family Wealth is presented by

Retirement Plans

January 20, 2022 by Mike

Gwinnett Studio

Retirement Plans

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Randy Brunson/Centurion Advisory Group

Stewarding Family Wealth is presented by

Tax Planning for a Better Retirement

August 1, 2019 by Tom Sheldon

Northeast Georgia Studio

Tax Planning for a Better Retirement

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Steven Julian, Jacqueline Sheldon, Tom Sheldon

On this episode of “The Bottom Line with Jacqueline Sheldon”, hosts Tom and Jacqueline discuss tax planning for a better retirement with Financial Advisor Steven Julian of Infinity Wealth Management Group.

Steven Julian/Infinity Wealth Management Group

Infinity Wealth Management Group is here to serve. Let them know how they can help you take the first step, the next step, or plan for the last steps of your financial journey. They believe that you are looking to work with someone to help you on your financial journey. They want to help you build a team to win your financial journey. They believe their job is to teach what they know and listen and learn from what their clients know. They believe history and current trends will help them make the best investment decisions with their clients. Everyone has different goals to achieve. If they can help you down the road of your financial journey, then they have served you well.

Jacqueline & Tom Sheldon/Bottom Line Tax Solutions

Bottom Line Tax Solutions specializes in tax planning and tax resolution. The firm focuses on proactive tax planning and working with their clients throughout the year lower their tax liability and to help them keep more of what they make. Bottom Line Tax Solutions can assist clients who have back tax issues work out payment terms with the IRS, get penalties reduced, and in some cases settle their tax debts for less than what they owe.

Rob Kaercher, Smith & Howard Wealth Management, and Belinda Landers Jackson, Southwestern Consulting

February 12, 2019 by John Ray

North Fulton Business Radio

Rob Kaercher, Smith & Howard Wealth Management, and Belinda Landers Jackson, Southwestern Consulting

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**John Ray, Belinda Landers Jackson, and Rob Kaercher**

Rob Kaercher, Smith & Howard Wealth Management

Rob Kaercher is a Wealth Manager with Smith & Howard Wealth Management. Smith & Howard Wealth Management (SHWM) is a boutique wealth advisory firm serving affluent families, business owners and professionals. As a registered investment advisor (RIA) with the Securities & Exchange Commission they are a fiduciary.

As your “Family CFO”, SHWM advises on key areas of your financial life bringing an organized, methodical approach to these responsibilities so you are free to pursue your true life interests.

With many clients business owners or professionals, SHWM often advises on implementing or improving retirement plans. They can evaluate your current plan to reaffirm or suggest improvements to better fit your goals.

SHWM is affiliated with a nationally recognized accounting firm providing an advantage in helping you plan and reach your goals. Services are offered on a fee-only basis.

Belinda Landers Jackson, Southwestern Consulting

Belinda Landers Jackson is a certified Top Producer Consultant Sales and Leadership Coach. She specializes in teaching ethical sales techniques and strategies that individuals and teams can use to immediately grow their sales. Belinda is a top sales producer herself, having sold and managed over $1M in marketing budgets per year for multiple small & medium sized businesses. She has extensive experience working with law firms, commercial & industrial products, home and home improvement businesses & medical offices to increase awareness and market their business. Belinda has worked for three start-ups in fast-paced, constantly changing environments with strong cold calling and sales experience, and also co-owned and operated a family business for one year after graduating from college.

Southwestern Consulting elevates the practice and perception of sales. They work to help clients increase their overall revenues and also to enhance and improve the reputation of salespeople and the selling profession. Their goal is to become the most trusted sales performance company worldwide, which is why they specialize in teaching ethical, customer-centric sales practices that they refer to as Servant Selling. Southwestern Consulting’s core offering and specialty is one-on-one sales coaching, leadership, or executive coaching where Certified Coaches engage with clients for a minimum of 12 months in regular phone conversations accompanied by other online learning and resources. The focus of this program is to deliver immediate results to their clients’ personal income. Additionally, they offer sales consulting services where they work with a Senior Executive Team to review and refresh any needed parts of your sales model to drive top-line revenue for your organization or business.

TAXES & FINANCIAL PLANNING FOR SMALL BUSINESS: Debra Scott with Vining Financial Services and Alicyn McLeod with McLeod Tax & Consulting

August 6, 2014 by Mike

On the Money

TAXES & FINANCIAL PLANNING FOR SMALL BUSINESS: Debra Scott with Vining Financial Services and Alicyn McLeod with McLeod Tax & Consulting

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Debra Scott with Vining Financial Services and Alicyn McLeod with McLeod Tax & Consulting join Joe Moss to discuss financial planning and tax issues that affect your business.

Debra Scott/Vining Financial Services

Vining Financial Services is a registered investment advisor with securities offered through Triad Advisors, Member FINRA/SIPC. They offer comprehensive, holistic financial planning to individuals, families and businesses in a warm and caring environment dispensed with humor and common sense.

Alicyn McLeod/McLeod Tax & Consulting

McLeod Tax & Consulting believes that clients should have ready access to an informed, interested and approachable advisor who educates them so that they can confidently and intelligently make their own decisions.

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On the Money focuses on topics and issues allowing small businesses to better navigate the financial services minefield, with analysis and opinions from today’s industry experts on banking and loans. On the Money also introduces you to some of the top small business leaders in the Atlanta market.

Hosted by Joe Moss, the president of Embassy National Bank, On the Money airs live every Wednesday at 3:00 PM EST from the Business RadioX studio in Gwinnett.