Month: August 2022

Todd Smith, CFP®, ChFC®, CTM®, CLTCTM President & CEO of Level 5 Financial Interviewed on Podcast Discussing the Retirement Resource Center

Phil Faris

Todd Smith discusses his mission to impact and improve his clients’ financial lives – both personally and professionally. Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-todd-smithcfp-president-ceo-of-level-5-financial-discussing-the-retirement-resource-center/ When planning for retirement, there are a few key things to remember. Here are the top tips: – Start saving early: The sooner one starts saving for retirement, the better. Even if they can only save a little bit each month, it will add up over time. – Invest wisely: Choosing the right investments is crucial for a comfortable retirement. Work…

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Curtis L. Jenkins, Author, Award-winning Project Management Professional, Keynote Speaker, Forbes Contributor & Philanthropist, Interviewed on Podcast

Phil Faris

Jenkins discusses the benefits of  his Realization Framework Experience. He works with clients ready to go to the next level. Visionaries are eager to realize their full potential and need support, connections, and advisory. Every experience is another step… and another opportunity to learn and grow. This is the foundation on which Curtis L. Jenkins built his revolutionary methodology – The Realization Framework Experience ®. Using the framework, Jenkins helps entrepreneurs overcome the obstacles and challenges they face in business, avoid backsliding into negative habits, and achieve their dreams –…

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Adolfo & Andres Rodriguez with A/R Financial Group, Interviewed on the Influential Entrepreneurs Podcast Discussing Tax Mitigation for Retirement

Phil Faris

Adolfo & Andres Rodriguez discuss their approach to helping clients create a savings plan that makes sense for a successful future. Listen to the interview on the Business Innovators Radio Network –  https://businessinnovatorsradio.com/interview-with-adolfo-andres-rodriguez-with-a-r-financial-group-discussing-tax-mitigation-for-retirement/ Rodriguez says, “We have extensive experience and knowledge in the products we offer and the expertise to use those products to provide maximum benefit and protection to our clients. Our commitment and desire are to establish trust and a long-lasting relationship with our clients. This commitment has served us well throughout the years. We take pride in…

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Susie Carder, Profit Coach, Announces Ground-Breaking 3-day Event to Re-Engineer The Rest of 2022

Phil Faris

This is a ground-breaking 3-day event where over a hundred business owners will be gathered to learn insights, skills, and techniques that Susie Carder has learned and developed in the past 30 years to grow and scale a business beyond what thought possible. Join Susie Carder Live September 23-25, 2022. Register for this LIVE 3-Day Event here: https://live.susiecarder.com/septemberevent Carder commented, “I am excited about this event because the rest of 2022 Is Calling Us To Step Up & Get Rid Of What’s No Longer Working And Come Back Better Than…

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Alyssa Sturm Mortgage Loan Officer with PRMG and Joy Shirk REALTOR® at Live.Laugh.Denver, Interviewed on the Colorado Real Estate Leaders Podcast

Phil Faris

Alyssa and Joy both come to the table with a background in hospitality. Listen to them share their transition into real estate and how it molded their approach to customer service. They provide essential insights into the development process and why it is wise to enlist a real estate agent and mortgage lender to help the homebuying process. Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-alyssa-sturm-mortgage-loan-officer-with-prmg-and-joy-shirk-realtor-at-live-laugh-denver/ Joy commented, “If you’re considering buying a home in Colorado, you’ll likely need a mortgage. But before you start the process,…

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