Influential Entrepreneurs with Mike Saunders, MBA
Interviews with Elite Business Leaders & Experts sharing tips and strategies for elevating your business to the next level.
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Interview with Dan Brooks Founder of Xexis Private Wealth Discussing Things Your Current Advisors Haven’t Explained That Could Negatively
Dan entered the U.S. Navy’s Nuclear Power program after high school and upon discharge, he purchased the family business which he operated for 7 years. After his father’s death, he discovered his father lost a small fortune due to bad advice from a stock broker. Dan decided to enter financial services to find out how t
Interview with Dan Brooks, Founder of Xexis Private Wealth Discussing the Tax Implications of Large Retirement Accounts
Dan entered the U.S. Navy’s Nuclear Power program after high school and upon discharge, he purchased the family business which he operated for 7 years. After his father’s death, he discovered his father lost a small fortune due to bad advice from a stock broker. Dan decided to enter financial services to find out how t
Interview with Dan Brooks, Founder of Xexis Private Wealth Discussing Understanding Critical Concerns of Retirement Planning
Dan entered the U.S. Navy’s Nuclear Power program after high school and upon discharge, he purchased the family business which he operated for 7 years. After his father’s death, he discovered his father lost a small fortune due to bad advice from a stock broker. Dan decided to enter financial services to find out how t
Interview with Joyce Palmer, Founder and President of JP Financial Group Discussing Guaranteed Income for Women In Retirement
Joyce Palmer, the managing partner of JP Financial Group LLC, is a force to be reckoned with in the world of finance. With a dedicated focus on serving women, Joyce is committed to creating financial legacies and empowering women to take control of their financial futures. As a joint owner of JPFG Wealth Management LLC
Interview with Linda Jensen, Principal and Owner of Heart Financial Group Discussing New Website Loweryourtaxestoday.com
Linda has been self-employed for her entire life. A successful financial advisor since 1994, she has enjoyed all aspects of entrepreneurship, especially problem-solving, sizing up dilemmas, and working through complexities with creative solutions. She is a lifelong learner. In addition, she has a passion for establishi
Interview with Linda Jensen, Principal and Owner of Heart Financial Group Discussing the 5 D’s of Exit Planning
Linda has been self-employed for her entire life. A successful financial advisor since 1994, she has enjoyed all aspects of entrepreneurship, especially problem-solving, sizing up dilemmas, and working through complexities with creative solutions. She is a lifelong learner. In addition, she has a passion for establishi
