wealth management Archives - Business RadioX ®

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

00:00 /

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.

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

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

Ora Ball with Southeastern Railway Museum and Gary Glover with Glover Wealth Management

August 22, 2024 by Mike

Gwinnett Business Radio

Ora Ball with Southeastern Railway Museum and Gary Glover with Glover Wealth Management

00:00 /

Ora Ball/Southeastern Railway Museum

Southeastern Railway Museum is a 35+ acre, privately owned museum featuring over 88 pieces of equipment, some of which you can go in and walk through. They also provide a demonstration train ride on historic cars. The Southeastern Railway Museum will provide an experiential atmosphere, open for all to enjoy as they learn about the history of railroad and land transportation in the region.

Gary Glover/Glover Wealth Management

Glover Wealth Management views retirement planning differently. After 30 years of experience, they focus on investments that seek to preserve capital and may have the potential to steadily GROW income over time. They believe a successful retirement plan should reduce worry, ensure no compromise of lifestyle and no real chance of running out of money.

Gwinnett Business Radio is presented by

Hosted by Mike Sammond
Produced by Dan Braverman

Toby Anderson, SGL Wealth Management

January 12, 2024 by John Ray

North Fulton Studio

Toby Anderson, SGL Wealth Management

00:00 /

Toby Anderson, SGL Wealth Management (ProfitSense with Bill McDermott, Episode 54)

In this ProfitSense episode, host Bill McDermott delved into the importance of business financial planning with guest Toby Anderson from SGL Wealth Management. Key topics included the evolution of the wealth management industry, often misunderstood aspects of financial planning, the impact of personal life experiences on financial decision-making, the trends shaping the financial services industry, the importance of a financial plan, and the role of behavioral finance. Bill and Toby also explored the challenges of business succession and retirement planning, underscoring the need for a well-structured financial plan that can adapt to change.

Bill wrapped up the show with a commentary on how to be the salesperson people want to buy from.

ProfitSense with Bill McDermott is produced and broadcast by the North Fulton Studio of Business RadioX® in Alpharetta.

Toby Anderson, SGL Wealth Management

As a seasoned Senior Financial Advisor, Toby’s experience with long-term planning and enthusiastic approach allows him to view each client’s situation holistically and determine courses of action.

Toby crafts tailored services designed to address the unique needs of each individual client. Collaborating with the competent and knowledgeable team at SGL Wealth Management, he extends this customized service to all clients. Toby believes that everyone should have access to a financial advisor, regardless of their financial standing. He understands the trust his clients place in him and is committed to delivering.

Toby has been in the financial services industry for over 20 years, having obtained his license after graduating from Auburn University in 1997. He holds various financial designations, including Series 7 and 63 with LPL Financial, Series 66 with LPL Financial and IFG Advisory LLC, and a Georgia Insurance license for Life, Accident, and Health and Variable Products.

Website | LinkedIn

SGL Wealth Management

SGL Wealth Management Group helps clients manage their assets by utilizing the efficient financial planning strategy known as ‘S.G.L.’ or Strategic Guidance for Life.

Their services include:

Financial Planning Services
Investment Services
Hourly Consulting
Business Services
Trusts and Estates
Additional Services

They strive to build long-term relationships based on trust, mutual respect, and the highest level of service possible.

Securities offered through LPL Financial, Member SIPC. For hyperlinks to SIPC, please refer to sipc.org. Advisory Services offered through IFG Advisory, LLC, a registered investment advisor. SGL Wealth Management Group and IFG Advisory, LLC, are separate entities from LPL Financial. LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial. For a list of states in which Toby and his firm are registered to do business, please visit www.sglwm.com

Website | LinkedIn | Facebook

Topics Covered in this Episode

00:03 Introduction and Welcome

01:07 Getting to Know Toby Anderson

02:27 Understanding Financial Planning

07:25 The Evolution of Financial Services Industry

14:03 Personal Journey and Career Shift

17:55 The Importance of Financial Planning

27:13 Contact Information and Closing Remarks

28:03 Sales Tips for Business Owners

About ProfitSense and Your Host, Bill McDermott

ProfitSense with Bill McDermott dives into the stories behind some of Atlanta’s successful businesses and business owners and the professionals that advise them. This show helps local business leaders get the word out about the important work they’re doing to serve their market, their community, and their profession. The show is presented by McDermott Financial Solutions. McDermott Financial helps business owners improve cash flow and profitability, find financing, break through barriers to expansion, and financially prepare to exit their business. The show archive can be found at profitsenseradio.com.

Bill McDermott, “The Profitability Coach,” is the Founder and CEO of McDermott Financial Solutions. When business owners want to increase their profitability, they don’t have the expertise to know where to start or what to do. Bill leverages his knowledge and relationships from 32 years as a banker to identify the hurdles getting in the way and create a plan to deliver profitability they never thought possible.

Bill currently serves as Treasurer for the Atlanta Executive Forum and has held previous positions as a board member for the Kennesaw State University Entrepreneurship Center, Gwinnett Habitat for Humanity, and Treasurer for CEO NetWeavers. Bill is a graduate of Wake Forest University, and he and his wife, Martha, have called Atlanta home for over 40 years. Outside of work, Bill enjoys golf, traveling, and gardening.

Connect with Bill on LinkedIn and Instagram, and follow McDermott Financial Solutions on LinkedIn.

PHELAN & MYERS 2 FOR 20: How to Avoid the Top Mistakes Made by Investors

May 8, 2023 by Mike

Gwinnett Business Radio

PHELAN & MYERS 2 FOR 20: How to Avoid the Top Mistakes Made by Investors

00:00 /

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

Phone: 678.448.4841
sphelan@janney.com

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

Phone: 678.448.4842
kmyers@janney.com

Dollars & Cents (and Sense) E15

November 9, 2022 by Karen

Phoenix Business Radio

Dollars & Cents (and Sense) E15

00:00 /

Dollars & Cents (and Sense) E15

This week’s show is all about female wall smashers in male dominated industries! Carla chats with Jackie Yoder of Wilde Wealth Management Group about what it’s like to love math, earning respect in an office full of guys, setting great examples for their kids, giving back, and helping to bring more women into the fold.

Wilde Wealth Management Group provides comprehensive retirement, investment, real estate, insurance, legal and tax planning services all under one roof.

A fee-based firm with in-house Senior Financial Advisors, Certified Financial Planners, Certified Public Accountants, attorneys, and mortgage and insurance specialists all working together toward clients’ diverse goals, the firm has been recognized by Forbes and has been named to Barron’s “List of Top 1,200 Advisors” annually for 14 years, most recently ranking No. 2 in Arizona.

Currently, Wilde Wealth Management Group has several offices across Arizona located in Scottsdale, Glendale, Mesa, Tempe, Sedona, Tucson, and Payson as well as affiliates and partners in Indiana, California and New Mexico.

Jaclyn Yoder, 36, is COO of Wilde Wealth Management Group, which provides retirement, investment, real estate, insurance, legal and tax planning services under one roof.

Yoder took on the executive position in March 2020, days before COVID-19 gripped the nation at which time she also became the pandemic director as well. (Prior, she worked as an advisor for Edward Jones since 2017). Resolute, Yoder helped grow the business from $1.2 billion in 2019 to $2.83 today.

The single mother of two also expanded the brand, which at the time had offices in Scottsdale, Tempe and Glendale, bringing on offices in Sedona, Tucson and Payson as well as additional partners statewide and in New Mexico.

Yoder also doubled the size of the Scottsdale headquarters to accommodate their growth and opened a wholly new office in California. Yoder serves as chair of Wilde for Arizona, the firm’s community outreach arm, overseeing all volunteer efforts, sponsorships and fundraising.

Outside of Wilde, Yoder sits on the board of Chrysalis and was previously a mentor at New Pathways for Youth. Yoder has both a bachelor’s degree in Accounting and MBA. She also holds her Life and Health License, Series 7 and Series 66 registrations.

Follow Wilde Wealth on LinkedIn, Facebook and Instagram.

About the Show

Smashing Through Walls is geared toward a guide through complex commercial real estate and finance topics while adding humor and anecdotes along the way. Discover what is going on in the valley and beyond with host Carla Magee, broker at MHG Commercial.

About Our Host

Carla Magee’s background is designed with the investor in mind. After obtaining her finance degree from the University of Washington in Seattle, she worked for large corporations like Boeing and Microsoft. With a critical eye and flair for analytics, she was able to shave millions in lost profits, managing cross-functional teams by utilizing her Green Belt in Six Sigma and Masters Certification in Project Management.

Ultimately she realized that she couldn’t be contained in an office environment working for the corporate world. Being an investor herself, she came into real estate as an investment & multifamily property specialist, effectively applying her education & skillset. Carla excels in helping investors make sound decisions for their financial goals, in real estate negotiations, and takes deep pride in educating homebuyers and sellers.

On a personal note, Carla is a busy wife & mother to two daughters. In addition to an ever growing career and podcast, she also enjoys volunteering and being active in the community. She has a deep love for Arizona and although she travels whenever possible, she always finds her way back to the beautiful Sonoran Desert.

Connect with Carla on LinkedIn.

About Our Sponsor

MHG Commercial emerged from the highly successful and innovative residential brokerage: My Home Group. MHG Commercial’s vetted and experienced advisors have a wide range of complementary professional expertise that span over 100 years of cumulative experience.

Encompassing every aspect of commercial real estate from office to industrial development, raw land to luxury commercial, and multifamily to subdivision development. We excel at out of the box thinking and transactions that require a more hands-on approach and ingenuity.

No matter the property type or service need, our commercial advisors are committed to your objectives. Combined with business finesse and unsurpassed market intelligence, MHG Commercial brokers help you determine and surpass your business goals.

Follow MHG Commercial on Facebook and Instagram.

Hal Schlenger of Great South Benefits Group joins Host Randy Brunson on “Stewarding family Wealth” ep1

September 24, 2022 by Amanda Pearch

Forsyth Studio

Hal Schlenger of Great South Benefits Group joins Host Randy Brunson on “Stewarding family Wealth” ep1

00:00 /

“Stewarding Family Wealth” featuring Hal Schlenger of Great South Benefits Group

with Host Randy Brunson ep1

Hal Schlenger of Great South Benefits Group

Great South Benefits Group was founded in 1989 by David Combs and Jack Tester. Back when they first founded the company their goal was to educate the larger market (employers with a 100 or more employees) on the power of self-funding their insurance. They were able to help large employers save millions on their health insurance premiums. Leveraging their relationships with carriers that traditionally only offer services to large companies and utilizing technology and self-funding strategies to help smaller clients save is what they do best! Connect with Hal Schlenger at hschlenger@greatsouthbenefits.com to learn more.

HOST Randy Brunson is the President of Centurion Advisory Group. He 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. Randy has completed studies in qualified plan design, estate planning and business transition planning and he enjoys speaking and writing on these topics.

Stewarding Family Wealth is presented by

Broadcasted LIVE from the Forsyth Business RadioX Studio in Cumming, Georgia

Produced by Amanda Pearch

Rick Strawn President & Founder of Paradigm Security joins Host Paul Webb

September 2, 2022 by Amanda Pearch

Forsyth Business Radio

Rick Strawn President & Founder of Paradigm Security joins Host Paul Webb

00:00 /

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

Rick Strawn of Paradigm Security Paul Webb of Webb Wealth Advisors

Rick Strawn | President and Founder | Paradigm Security Services is a retired veteran of the Atlanta Police Department. His experience with detective work involving both blue and white-collar crimes gives him a unique perspective. innovative consulting and executive protection services. He and his ALL STAR Team eliminate the guesswork involved in securing your operation and stay ahead of the threats. While each client has unique security needs, professionalism is the common thread that runs throughout every effort they undertake. The management team at Paradigm Security Services, Inc has more than 200 years of combined professional experience.

Host Paul Webb| President & Founder | 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.

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.

This series is brought to you by Webb Wealth Advisors, SUBSCRIBE wherever you enjoy your #audio shows.

Garrett Erath & Brad Scarberry of Exodus 36 Creations join Host Randy Brunson on “Stewarding family Wealth” ep2

August 16, 2022 by Amanda Pearch

Forsyth Studio

Garrett Erath & Brad Scarberry of Exodus 36 Creations join Host Randy Brunson on “Stewarding family Wealth” ep2

00:00 /

“Stewarding Family Wealth” featuring Garrett Erath & Brad Scarberry of

Exodus 36 Creations join Host Randy Brunson ep2

The founders of Exodus 36 Creations, Garrett Erath and Brad Scarberry, met in college and discovered a shared love for business and the construction industry. Both moved to the Gwinnett area with their families and e36 was born where all great companies start… in a garage.

What started as a weekend side hustle making furniture, grew into some custom carpentry in customers’ homes. As the reputation of the organization grew, so did the demand for minor interior renovations. From there, the projects and demand continued to grow. Today e36 is quickly becoming one of Georgia’s premier design build firms specializing in kitchens, bathrooms, and full home renovation.