Category: News

John Martin with Compass Wealth Strategies Interviewed on the Influential Entrepreneurs Podcast Discussing Using Life Insurance for Retirement

Phil Faris

John Martin discusses maximizing a retirement plan with life insurance. Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-john-martin-of-compass-wealth-strategies-discussing-using-life-insurance-for-retirement/ John Martin discusses the concept of using life insurance as a retirement tool and emphasizes its importance in anyone’s financial and retirement plan. He explains that if an individual does not live long enough to accumulate sufficient retirement savings, the death benefit from a life insurance policy can ensure the completion of their retirement plan for their spouse and family. This tax-free death benefit provides financial security for the…

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Business owner and money mentor holds event to help entrepreneurs smash their goals

Phil Faris

Millionaire business owner and money mentor Siam Kidd is passing on some of his wisdom in a two-day workshop called ‘Nailing Life’.  Siam currently runs six businesses and teaches others how to build their own wealth through the Wealth Action Plan. The former RAF pilot also works as a full-time trader and created The Realistic Trader to give people honest advice about how to trade in crypto and grow their portfolio.  Those attending the Nailing Life workshop will learn how to successfully launch and grow their business as well as…

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Linda Jensen, Esteemed Financial Planner and Business Advisor, Earns the Prestigious CEPA Credential

Phil Faris

Heart Financial Group is thrilled to announce that Linda Jensen, Principal and Owner, has recently acquired the coveted Certified Exit Planning Advisor (CEPA) credential. This accomplishment further solidifies Linda’s sterling reputation in business advising.Linda Jensen, an embodiment of lifelong learning and entrepreneurship, has been self-employed her entire life. She began her illustrious career as a financial advisor in 1994 with Prudential Preferred Financial Services, where she served as an agency leader in Tacoma, Washington, for three years. Since founding Heart Financial Group in 1997, Linda has guided countless individuals and…

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Mason Carhart, Financial Advisor, Interviewed on the Influential Entrepreneurs Podcast

Phil Faris

Mason Carhartt discusses providing exceptional service in financial services.  Listen to the interview on the Business Innovators Radio Network: https://businessinnovatorsradio.com/interview-with-mason-carhart-financial-advisor/  Mason Carhart discusses the positive effects of treating others well and acting ethically in personal and professional relationships. He emphasizes that doing right by people can lead to favorable outcomes. For instance, when a person refers someone and they provide excellent service, it not only enhances their reputation but also strengthens their friendship. This positive experience creates a stark contrast with previous negative encounters, making it even more impactful. Mason…

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