The Inspired Impact Podcast with Judy Carlson-Interview with Erin Botsford, CFP®, Founder – The Advisor Authority™ & Barron’s Top 100 Advi

Business Innovators Radio

#Business #MBA #Business Innovators Radio Network #Mike Saunders #Podcasting Education

7:38

Last summer, something monumental happened. One of Uncuffed's founding producers, Greg Eskridge, came home after more than 30 years in prison. In this episode we’ll bring you back to that emotional day last summer when he walked out of the San Quentin gates, free at last. Our work in prisons is supported by the California Arts Council, the California Department of Corrections and Rehabilitation, independent foundations, and donations from listeners like you. Learn more, sign up for Uncuffed news, and support the program at www.weareuncuffed.org Follow us @WeAreUncuffed on Instagram and Facebook Transcripts are available within a week of the episode coming out at www.kalw.org/podcast/uncuffed…

大约1年之前 36:08

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Erin Botsford, CFP® is known as The Advisor Authority™
Erin spent 31 years in the financial services business and achieved the highest levels as Barron’s Top 100 in all categories – Independent, Advisor, and Women Advisor. She sold her business in 2017 in a very successful exit.
Erin had a desire to give back to the industry to help advisors avoid the missteps she experienced. Today Erin is the creator of the Elite Advisor Success System™ – a system that teaches advisors how to quickly grow their businesses exponentially and build firms that have all the elements needed for a future succession or exit. Her program delivers the 5 keys to business success in easy-to-understand modules, enabling advisors to gain decades’ worth of insights in less than six months.
During an African safari in 2009, Erin visited an orphanage where 40 babies lay silently in 20 cribs—none of them crying. It changed her life. Not only does Erin give back to her industry, she also donates a large portion of the profits from her training company to several organizations in Africa including the Ebenezer Foundation, Zoe Empowers, and Overland Missions.
With 31 years of field experience and an authentic personal story, she can relate to advisors at all levels. An international speaker, Erin shares her 30 years of wisdom at industry conferences worldwide.
https://erinbotsford.com/
https://www.linkedin.com/in/erinbotsford/
https://ebenezerfoundation.org
https://zoeempowers.org
*************************************************************
Judy is the CEO & Founder of the Judy Carlson Financial Group. She helps her clients design, build, and implement fully integrated and coordinated financial plans from today through life expectancy and legacy.
She is an Independent Fiduciary and Comprehensive Financial Planner who specializes in Wealth Decumulation Strategies. Judy is a CPA, Investment Advisor Representative, Life and Health Insurance Licensed, and Long-Term Care Certified.
Judy’s mission is to educate and empower her clients with an all-inclusive financial plan that encourages and motivates them to pursue their lifetime financial goals and dreams.
Learn More: https://judycarlson.com/
Investment Adviser Representative of and advisory services offered through Royal Fund Management, LLC, an SEC Registered Adviser.
The Inspired Impact Podcast
https://businessinnovatorsradio.com/the-inspired-impact-podcast/
Source: https://businessinnovatorsradio.com/the-inspired-impact-podcast-with-judy-carlson-interview-with-erin-botsford-cfp-founder-the-advisor-authority-barrons-top-100-advisor

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The Inspired Impact Podcast with Judy Carlson-Interview with Erin Botsford, CFP®, Founder – The Advisor Authority™ & Barron’s Top 100 Advi

Business Innovators Radio

18 subscribers

published 大约1年之前

MP3•单集首页

1022集单集

#Business #MBA #Business Innovators Radio Network #Mike Saunders #Podcasting Education

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1
Interview with Olivia Luper, Founder of Lexicon Advisor Marketing 25:22

24 hours之前25:22

25:22

Olivia Luper founded Lexicon Advisor Marketing in 2018 with the desire to assist financial advisors grow their businesses by disseminating well-written, compelling content backed by the systems needed to generate new business online. She graduated from Florida Atlantic University in 2016 with her Master of Arts in English, where she concentrated on American Modern and Postmodern Literature. Her favorite books are LOLITA by Vladimir Nabokov and THE CRYING OF LOT 49 by Thomas Pynchon. She is also an aspiring memoirist and published poet. She began writing website content in 2013 while finishing her undergraduate studies. Olivia lives in South Florida with her three exceptional children–Nola, Shiloh, and Roman. Olivia enjoys IFBB Professional bodybuilding, growing as an entrepreneur, and spending time at the beach with her family. She is also a huge foodie and loves trying out new local restaurants! Learn more: http://lexiconadvisormarketing.com/interview-with-olivia-luper-founder-of-lexicon-advisor-marketing Influential Entrepreneurs with Mike Saunders https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/ Source: https://businessinnovatorsradio.com/…

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Interview with Erich Castillo, Founder of Cornerstone Wealth Management-Building a Reliable Retirement Income Plan-Part 1 19:14

24 hours之前19:14

19:14

Erich Castillo is the founder of Cornerstone Wealth Management established in 2004. He began his professional career in 1997 at American Express Financial Advisors, achieving numerous accolades and awards. Erich is currently an Investment Advisory Representative. He also has his Life, Accident, Health, Insurance and Annuity designation so he can act as a comprehensive resource for his clients. To round out his financial education, he holds a Chartered Life Underwriting Designation and Chartered Financial Consultant Designation. Originally from San Francisco, he has traveled and lived all around the world, eventually landing in Lexington, Kentucky. While earning a Bachelor’s degree in both Finance and Education at the University of Kentucky, Erich had the opportunity to work as an athletic trainer for several sports teams at the University of Kentucky, where he met Emily, his wife, and mother of his two sons, Brandon and Carson. Though Erich has an accomplished career, his greatest treasure is his beautiful family. Erich met his wife, Emily, at the University of Kentucky. Learn more: http://www.retirewithcwm.com/ Investment Advisory Services offered through Southland Equity Partners, LLC an SEC Registered Investment Advisor. Influential Entrepreneurs with Mike Saunders https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/ Source: https://businessinnovatorsradio.com/interview-with-erich-castillo-founder-of-cornerstone-wealth-management-building-a-reliable-retirement-income-plan-part-1…

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Interview with Dan Hill, CFP®, AIF® CEO & Founder Hill Wealth Strategies Discussing Tax-Free Retirement Solutions 16:56

24 hours之前16:56

16:56

Dan Hill CFP®, AIF®, is a recognized Financial Educator, Best-Selling Author, Speaker, and Retirement Specialist who appears as a financial expert on CBS-Richmond’s Virginia This Morning and has contributed to USA Today, Wall Street Journal, Forbes, and others. Dan is a Co-Author of the Amazon # 1 bestseller Retire Like a Shark, with Kevin Harrington, the original ‘Shark’ from hit TV show Shark Tank. In his recent book release, Retire Abundantly, Dan explains how to separate facts from fiction in our dramatically changing retirement landscape. He’ll provide answers to some of your biggest questions, and answers to questions most of us do not even know to ask. As President of Hill Wealth Strategies, Dan and his team, using the Predictable Personal Pension Process, have been providing families and businesses with innovative financial strategies, solutions and planning leading to financial clarity and security since 1998. Dan, and his wife, Susan, reside in Williamsburg, VA. Their oldest son, Derek, and younger son, Brett, and his wife, Sarah live in Richmond, VA with their two-year-old daughter, Landon. Dan has been an active member of the community with his involvement in Youth League and American Legion Post 39 baseball as a coach for twenty-seven years. Dan can be reached at (833) DAN HILL Learn more: https://hillwealthstrategies.com/ This content is developed from sources believed to be accurate and complete; however, no guarantee can or is given for such accuracy or completeness. Nor is the information in this material intended as tax or legal advice. Please consult your own legal or tax professionals for specific information regarding your individual situation. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale, or the solicitation of such an offer, of any security, insurance product, or annuity in any jurisdiction in which the persons represented on this site are not appropriate licensed, registered, appointed, or otherwise qualified by law and regulation to make or solicit such purchases and sales. Logos as displayed herein are not intended to imply any endorsement by the owners of such logos of Hill Wealth Strategies. All written content on this site is for information purposes only. Opinions expressed herein are solely those of Hill Wealth Strategies and our editorial staff. Material presented is believed to be from reliable sources; however, we make no representations as to its accuracy or completeness. All information and ideas should be discussed in detail with your individual adviser prior to implementation. Fee-based financial planning and investment advisory services are offered by Hill Wealth Strategies a Registered Investment Advisor in the State of Virginia. Insurance products and services are offered through D. R. Hill & Associates, Inc. Hill Wealth Strategies and D. R. Hill & Associates, Inc. are affiliated companies. The presence of this web site shall in no way be construed or interpreted as a solicitation to sell or offer to sell investment advisory services to any residents of any State other than the State of Virginia or where otherwise legally permitted. Hill Wealth Strategies/D. R. Hill & Associates, Inc. and Daniel Hill are not affiliated with or endorsed by the Social Security Administration or any other government agency. This content is for informational purposes only and should not be used to make any financial decisions. Unauthorized use of the material is prohibited. Influential Entrepreneurs with Mike Saunders https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/ Source: https://businessinnovatorsradio.com/interview-with-dan-hill-cfp-aif-ceo-founder-hill-wealth-strategies-discussing-tax-free-retirement-solutions…

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Cathy Moerdijk – Wine – Mark Stephen Pooler 18:02

24 hours之前18:02

18:02

Cathy Moerdijk Unlocking the Art of Wine & Food for an Elevated Lifestyle and Enhanced Wellness Puur Zee Boutique Hotel & Restaurant and Puurwijn.shop Invite Business Professionals, Gourmets and Expats to Embark on a Mindful Journey Through Wine & Food Culture Located in the stunning seaside town of Wijk aan Zee (Netherlands), Puur Zee Boutique Hotel & Restaurant is renowned for its exquisite seafood dining and high-end hospitality. Websites www.puurzee.nl www.puurwijn.shop Source: https://businessinnovatorsradio.com/cathy-moerdijk-wine-mark-stephen-pooler…

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Jo-Anne Ross – International Speaker – Mark Stephen Pooler 23:55

1 day之前23:55

23:55

Jo-Anne Ross, from Savour the Moment in Serenity, is a multifaceted individual. She is an international speaker, teacher, coach, and a 2 X international best-selling author. Jo-Anne possesses a unique blend of skills, experience, and expertise in both the business and wellness domains. Connect with Jo-Anne Ross below – all in the process of being professionally revised and updated: Website: https://www.savourthemomentinserenity.ca/ Instagram: https://www.instagram.com/savourthemomentinserenity/ Source: https://businessinnovatorsradio.com/…

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Interview with Erich Castillo, Founder of Cornerstone Wealth Management-Transitioning from Accumulation to Income Generation 20:38

1 day之前20:38

20:38

Erich Castillo is the founder of Cornerstone Wealth Management established in 2004. He began his professional career in 1997 at American Express Financial Advisors, achieving numerous accolades and awards. Erich is currently an Investment Advisory Representative. He also has his Life, Accident, Health, Insurance and Annuity designation so he can act as a comprehensive resource for his clients. To round out his financial education, he holds a Chartered Life Underwriting Designation and Chartered Financial Consultant Designation. Originally from San Francisco, he has traveled and lived all around the world, eventually landing in Lexington, Kentucky. While earning a Bachelor’s degree in both Finance and Education at the University of Kentucky, Erich had the opportunity to work as an athletic trainer for several sports teams at the University of Kentucky, where he met Emily, his wife, and mother of his two sons, Brandon and Carson. Though Erich has an accomplished career, his greatest treasure is his beautiful family. Erich met his wife, Emily, at the University of Kentucky. Learn more: http://www.retirewithcwm.com/ Investment Advisory Services offered through Southland Equity Partners, LLC an SEC Registered Investment Advisor. Influential Entrepreneurs with Mike Saunders https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/ Source: https://businessinnovatorsradio.com/interview-with-erich-castillo-founder-of-cornerstone-wealth-management-transitioning-from-accumulation-to-income-generation…

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A Leap of Faith in Real Estate: An Interview with Jacob & Arleene Garza 36:47

4天之前36:47

36:47

In this insightful episode, Alicia DiBrell sits down with Jacob and Arleen Garza—an entrepreneurial couple who transformed their careers to conquer the world of multi-family real estate investing. From transitioning from traditional jobs to building a thriving real estate portfolio and authoring an international bestseller, they share the lessons learned on their journey, how they mitigate risk, and why education is key to financial freedom. Key Discussion Points Background & Career Shift: From Corporate to Real Estate: Arleen, a former banking executive, and Jacob, a software entrepreneur, recognized the need for sustainable income and turned to multi-family real estate investing after questioning the longevity of their previous careers. Inspiration Behind the Book: Sharing the Journey: “A Leap of Faith” was born out of a desire to pay it forward. By blending personal experiences, successes, and failures, they crafted a narrative that educates and inspires. Fictional Narrative Approach: They chose a fable-like storytelling method—introducing characters like Elena and Gabriel—to simplify complex investment concepts, making them relatable and engaging. Why Multi-Family Real Estate? Risk Management & Income Stability: They discuss how multi-family investments offer advantages over single-family homes by reducing vacancy risks and basing property values on income potential rather than comparables. Market Selection: San Antonio, Texas, a landlord-friendly market where they began by purchasing eight properties, served as their testing ground. Their strategy emphasizes investing in familiar, well-researched markets. Investor Education & Partnership: Resources & Transparency: The Garzas stress the importance of educating investors through blogs, podcasts, investor dinners, conferences, and even bus tours. They advocate for transparent communication and personalized investor relations. Choosing the Right Partners: They advise potential investors to “bet on the jockey, not the horse,” encouraging thorough research and direct conversations before investing. Current Trends & Future Outlook: Housing Shortage & Market Fundamentals: With millions of rental units needed across the U.S., the demand for multi-family housing continues to rise—especially in markets like Texas with strong job growth and population increases. Diverse Investment Strategies: They highlight the benefits of diversification, including the option to invest in real estate through self-directed IRA accounts, thus reducing reliance on traditional stock market investments. Giving Back: Supporting the Community: Profits from the book contribute to The THRU Project, a charity dedicated to helping foster kids in San Antonio secure a brighter future through mentoring, education, and essential support services. Final Takeaways Financial Freedom Through Education: Empower yourself with knowledge and build passive income through strategic multi-family real estate investments. Leverage Expertise & Partnerships: Don’t invest alone—partner with experienced professionals who value transparency and have a proven track record. Take the Leap: Whether you’re new to investing or looking to diversify your portfolio, the Garzas’ journey shows that with the right education and support, anyone can succeed. How to Connect Learn More & Get Involved: Website: reepequity.com Email: invest@reepequity.com Book Availability: Find “A Leap of Faith” on Amazon (an international bestseller) Call to Action Ready to transform your financial future? Dive into multi-family real estate investing by picking up a copy of “A Leap of Faith” and connecting with the experts at REEP Equity. Take that informed leap of faith today! Source: https://businessinnovatorsradio.com/a-leap-of-faith-in-real-estate-an-interview-with-jacob-arleene-garza…

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Interview with Dan Hill, CFP®, AIF® CEO & Founder Hill Wealth Strategies Discussing Portfolio Asset Allocation 20:18

4天之前20:18

20:18

1
Interview with Dan Hill, CFP®, AIF® CEO & Founder Hill Wealth Strategies Discussing Social Security Strategies 24:29

5天之前24:29

24:29

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Episode 40 : Construction Crossroads: Innovation, Legacy, and the Future Workforce with David Hernandez 56:29

7天之前56:29

56:29

Part of the Construction Executives Live Program The construction industry has critical challenges facing us today, a confluence of three industry trends that can seriously disrupt the industry: The clash between traditional processes (both in actual construction and project management) The rapid rise of technology to stream those processes. A growing generational gap. With seasoned professionals nearing retirement and a wave of young talent entering the field, the construction workforce is caught in a transition unlike any other. How can we leverage technology to honor the legacy of experienced workers while equipping the next generation to lead the future of construction? Is technology eroding the craftsmanship and processes that have stood the test of time—or can it be the key to bridging this gap? It’s time to meet at the crossroads and build a stronger, more connected construction workforce. In The Zone https://businessinnovatorsradio.com/in-the-zone/ Source: https://businessinnovatorsradio.com/episode-40-construction-crossroads-innovation-legacy-and-the-future-workforce-with-david-hernandez…

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The Inspired Impact Podcast with Judy Carlson-Interview with Janine Valentine, Author, Both Things Are True 49:53

7天之前49:53

49:53

Janine Valentine is an award-winning author, poet, and entrepreneur, currently living in Colorado. She loves to travel, carrying with her a sense of humor and curiosity. Experiencing her surroundings with a soul-level sensory awareness, Janine expresses these perspectives and insights through her deeply relatable writing. She believes that by vulnerably sharing our personal journeys we light a path inviting others to also engage with their fears, release constraints, and find genuine community. Amazon: https://www.amazon.com/dp/057836705X Instagram: https://www.instagram.com/janine.valentine.author/ Website: https://www.janinevalentine.com/ ************************************************************* Judy is the CEO & Founder of the Judy Carlson Financial Group. She helps her clients design, build, and implement fully integrated and coordinated financial plans from today through life expectancy and legacy. She is an Independent Fiduciary and Comprehensive Financial Planner who specializes in Wealth Decumulation Strategies. Judy is a CPA, Investment Advisor Representative, Life and Health Insurance Licensed, and Long-Term Care Certified. Judy’s mission is to educate and empower her clients with an all-inclusive financial plan that encourages and motivates them to pursue their lifetime financial goals and dreams. Learn More: https://judycarlson.com/ Investment Adviser Representative of and advisory services offered through Royal Fund Management, LLC, an SEC Registered Adviser. The Inspired Impact Podcast https://businessinnovatorsradio.com/the-inspired-impact-podcast/ Source: https://businessinnovatorsradio.com/the-inspired-impact-podcast-with-judy-carlson-interview-with-janine-valentine-author-both-things-are-true…

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Interview with Shawn Maloney Founder & CEO of Retire Wise 18:23

8天之前18:23

18:23

Shawn Maloney, is a certified retirement planner, fiduciary, national bestselling author, and the owner and CEO of Retire Wise, LLC. With over twenty years of experience and a passion for helping people be ready for retirement and retire happy, He has dedicated my career to ensuring that individuals are equipped with the education and tools they need to grow and protect their retirement savings. It is also just not all about the financial side, and he helps and coaches people on the non-financial aspects of retirement as well, to get a more complete plan. Utilizing his transparent and comprehensive approach to planning, known as the “Retire Happy FrameworkTM,” Shawn helps to provide their clients with peace of mind about their future. In addition to helping people with retirement planning, he finds solace in spending time with his family, giving back to the community and church. Join him on this journey towards a fulfilling retirement, and let’s make the most out of every day! Learn more: http://www.retirewisepro.com/ Influential Entrepreneurs with Mike Saunders https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/ Source: https://businessinnovatorsradio.com/interview-with-shawn-maloney-founder-ceo-of-retire-wise…

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Interview with David Price, CEO and Founder of The Price Group 22:00

8天之前22:00

22:00

David Price is the CEO and Founder of The Price Group, an insurance agency excelling in Final Expense Life Insurance. Since entering the industry in 2018, David has become one of the fastest millionaires in the field, achieving this within 36 months through his innovative system. In 2024, The Price Group reached over $15 million in sales, helping 17,000+ families and enabling agents to earn multi-six-figure incomes. In October 2024, he launched The Price Group IMO, expanding partnerships with top carriers to empower agents and enhance client service. As a Forbes Business Council member, David shares his expertise widely and uses social media to inspire and mentor agents across platforms. His dedication to transparency, integrity, and growth shapes his influence in the industry. Learn more: https://tpglife.com/ Influential Entrepreneurs with Mike Saunders https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/ Source: https://businessinnovatorsradio.com/interview-with-david-price-ceo-and-founder-of-the-price-group…

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The Inspired Impact Podcast with Judy Carlson-Interview with Mayor Marissa Harmon, City of Lone Tree, CO 35:31

14天之前35:31

35:31

While she loves working with patients of all ages, Dr. Link realized early in her career that busy working adults were a severely underserved population. Dr. Link feels incredibly humbled to be growing a community where hearing loss and hearing aids are no longer stigmatized. You will be celebrated no matter where you are on your hearing journey. She loves looking at you as a whole person and empowering you to tackle the unique challenges you present to her. You can be sure that you will receive personalized evidence based care from Dr. Link while learning from one another. Dr. Link grew up on her family’s farm in Ohio and received her Bachelor of Science degree from Miami University. Having grown up on a farm, she is passionate about preventable noise-induced hearing loss. Dr. Link earned her Doctor of Audiology degree from Rush University in Chicago, one of the top 10 audiology schools in the country. She was awarded a Distinction in Clinical Excellence at graduation. Dr. Link cultivated her clinical excellence through mentorship from some of the top audiologists in Chicago in a variety of clinical settings including university hospitals, the VA hospital, Chicago community hospitals, ENT clinics, a hearing aid research and development center, and the Ann and Robert H. Lurie Children’s Hospital. When not practicing audiology, Dr. Link finds joy in biking, skiing, and live music in the great outdoors. When she cannot get away to the mountains you can find her catching up on her favorite podcasts, sipping American pale ales, and challenging her family and friends to a competitive game of Ticket to Ride, Mancala or Kings on the Corner. Website: https://www.theaudiologymethod.com/ Facebook: https://www.facebook.com/TheAudiologyMETHOD ************************************************************* Judy is the CEO & Founder of the Judy Carlson Financial Group. She helps her clients design, build, and implement fully integrated and coordinated financial plans from today through life expectancy and legacy. She is an Independent Fiduciary and Comprehensive Financial Planner who specializes in Wealth Decumulation Strategies. Judy is a CPA, Investment Advisor Representative, Life and Health Insurance Licensed, and Long-Term Care Certified. Judy’s mission is to educate and empower her clients with an all-inclusive financial plan that encourages and motivates them to pursue their lifetime financial goals and dreams. Learn More: https://judycarlson.com/ Investment Adviser Representative of and advisory services offered through Royal Fund Management, LLC, an SEC Registered Adviser. The Inspired Impact Podcast https://businessinnovatorsradio.com/the-inspired-impact-podcast/ Source: https://businessinnovatorsradio.com/the-inspired-impact-podcast-with-judy-carlson-interview-with-dr-julie-link-founder-owner-the-audiology-method…

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The Inspired Impact Podcast with Judy Carlson-Interview with Mayor Marissa Harmon, City of Lone Tree, CO 28:56

14天之前28:56