Retirement Tips Radio: Recent Episodes
Stone Payton
Business RadioX ® is amplifying the voice of business by sharing unscripted conversations from local business leaders serving their market, their community, and their profession.
Leslie Inman is a savvy marketing and sales professional who held senior management positions in the corporate, higher education and nonprofit sectors, with in-between gigs as a solopreneur. She s a serial retiree having retired three times and has a deep understanding of the joys and challenges of post-work life. Roxanne Jones is an award-winning freelance writer specializing [...]
Eric Rodriguez was born and raised in San Jose, CA. He graduated from San Jose State University and earned his Personal Financial Planning Certificate from UCLA. He founded WealthBuilders, LLC, in 2017. Eric is a CERTIFIED FINANCIAL PLANNER and is a member of XYPN Planning Network, Financial Planning Association and the National Association of Personal [...]
Anthony M. Calabrese, CFP®, PPC , CPFA , Partner and Senior VP with Beacon Wealth, has been a LPL Registered Representative since 2005 and has since had extensive experience within the Financial Services Industry. The love for financial success and the passion for delivering financial advice started at a fairly young age for Anthony. Growing up in [...]
John L. Smallwood is President of Smallwood Wealth Management and affiliated companies. A CERTIFIED FINANCIAL PLANNER professional, provides investment consulting and financial plan design for corporate executives, entrepreneurs, and professionals. John's strength lies in his ability and commitment to continually improve the level and quality of the planning process. It is his objective to provide [...]
Todd Tresidder graduated from the University of California at Davis with a B.A. in economics and a passion for creating successful businesses. A serial entrepreneur since childhood, Todd went on to build his own wealth as a hedge fund investment manager before "retiring" at 35 to teach others. Today, he provides advanced investment and retirement [...]
Bob Kaye is a Personal Wealth Manager who specializes in working with professionals in relation to their retirement benefit plans. He helps individuals and their families transition into retirement and guides them toward achieving financial security. He does this by working with their own advisors as well as his own team of experts. He limits [...]
Brian Allen is CEO of Pension Consultants, Inc. Pension Consultants operates with the purpose of improving the financial security of American workers. Each element of our business, from the structure of our teams to the plan management we provide our clients, is designed to give fiduciaries confidence that they re providing their employees with a good [...]
Jeff Gitterman is a co-founding partner of Gitterman Wealth Management, and a thought leader in the Sustainable, ESG, and Impact Investing field. He is the creator of his firm s SMART (Sustainability Metrics Applied to Risk Tolerance)® Investing Services, which offer investment opportunities for individual clients, as well as research and investing services for other financial [...]
After serving 4 years in the United States Navy, Mike Sloan entered the financial services industry in 1985. His experience includes serving in a variety of positions including personal financial planner for a national firm, Regional Manager for a major life insurance company, and Regional Director for a national benefits consulting firm. Today Mike is [...]
Renee Cohen is a financial strategist, partnering with couples to help them achieve confidence and peace of mind on their path to financial wellness. Renee helps her clients have a healthy money mindset & up-level their financial game with customized strategies and solutions to authentically design their retirement lives. Connect with Renee on her Website [...]
Kevin W. McCarthy is a classically educated businessman with an undergraduate degree in business and economics from Lehigh University and an MBA from The Darden School on the grounds of the University of Virginia. He s the Chief Leadership Officer of On-Purpose Partners, a business strategy advisory firm serving CEOs and CLOs that is based in [...]
Joe Gilani, a born & bred New Yorker, is a second-generation Real Estate professional currently with LG Fairmont Real Estate. From a young age, he s developed an entrepreneurial spirit and a sharp business acumen to compliment his penchant for hard work and a keen eye for detail. In his personal life, his interests are baseball, [...]
Russell Kamp is the Managing Director and Senior Asset Manager for Ryan ALM, which he joined in July 2019. Mr. Kamp has more than 38 years of experience in the retirement industry. Prior to joining Ryan ALM, Russ was the Managing Partner for Kamp Consulting Solutions (KCS), which was a full-retainer asset and liability consulting [...]
Bob Wheeler is a Certified CPA and CORE Energetic practitioner, Inspirational Speaker, Author & CFO of the world-famous Comedy Store in Los Angeles. Bob inspires people with his financial acuity, compassion and genuine energy, sharing his simple and effective concept, The Money Nerve regarding emotions and money. He teaches people from all walks of life [...]
Tom Stephens, Owner of Smart Capital Management, brings a unique perspective to assisting his clients with all of their wealth management and retirement planning needs, including business expertise and life experience, his approach to building lifetime income based on your risk tolerance, access to professionals with expertise on legal and tax issues, he's the Author [...]
SmarterRetirementSolutions exists to serve. We help clients find hope, peace, and financial stability through uniquely crafted, safe retirement income solutions. Having lived abroad on multiple occasions, John Foster Ripley has had the unique opportunity to develop professional relationships across a diverse spectrum of geography, culture, and language. He thrives on finding new ways to relate [...]
Karsten Big Ern Jeske, Ph.D., CFA retired in 2018 at the age of 44 after a long career in academia, government and Corporate America. He previously taught economics at Emory University in Atlanta and worked at the Federal Reserve Bank of Atlanta and BNY Mellon Asset Management in San Francisco. He uses his new-found time to [...]
Helping people stop their chronic pains, discomfort, and stiffness is the focus of The Muscle Repair Shop. Butch Phelps is a muscle therapist that has spent 15 years studying how the human body ages, physically and mentally. Butch focuses on the mechanics of the muscles and their interactions with the bones and nerves. He has a [...]
Barbara Weltman is the founder of Big Ideas for Small Business, Inc., which publishes Idea of the Day® and the e-newsletter Big Ideas for Small Business®. She is an attorney and a prolific author of important books such as J.K. Lasser s Small Business Taxes, J.K. Lasser s Guide to Self-Employment, Home Business Magazine s Home-Based Business Start-Up [...]
After 40+ years in New York publishing, working for Time Inc., Reader's Digest, and various other publishers, Tom Lashnits retired in 2017 to Doylestown, PA. While he admits to playing golf, he also produces a retirement blog called Sightings Over Sixty, and occasionally has a column on the U. S. News Retirement website and on [...]
At age 45, Kristen Edens pursued her lifelong dream to become a writer. Through trial and error, she built a copywriting business that now serves healthcare, financial, and senior services. Her blog, Managing Midlife, shares issues important to the 50+ audience and was a 2019 Plutus Award finalist for best Baby Boomer and GenX blog. [...]
Joel Salomon is a Master Prosperity Coach who helps others overcome obstacles standing in the way of their financial freedom. He s an award-winning speaker, workshop facilitator, and frequent television and podcast guest who has been quoted in the Wall Street Journal, Newsday, U.S. News, and World Report and interviewed in Forbes and on Bloomberg Radio. [...]
Austin Hair, Business Development Manager with Leaders Real Estate, provides business development for Leaders Real Estate. He is an experienced investor and a previous small business owner. Austin brings his background in networking, marketing, and relationship-building from other industries to the world of commercial real estate development. His primary responsibilities include finding new clients and [...]
In 1991 Billy and Akaisha Kaderli, Owners of Retire Early Lifestyle, retired at the age of 38. Now, into their 3rd decade of this financially independent lifestyle, they invite you to take advantage of their wisdom and experience. Retire Early Lifestyle is a content-based website that appeals to a different kind of person – the person [...]
Laurence J. Kotlikoff, President of Maxifi Planner, is a William Fairfield Warren Professor at Boston University, a Professor of Economics at Boston University, a Fellow of the American Academy of Arts and Sciences, a Fellow of the Econometric Society, a Research Associate of the National Bureau of Economic Research, President of Economic Security Planning, Inc., [...]
Fritz Gilbert retired at the age of 55 after a 33-year career in Corporate America. His award-winning blog The Retirement Manifesto is focused on helping people achieve a great retirement. Fritz and his wife, Jackie, live in a cabin in Blue Ridge, GA. Connect with Fritz on LinkedIn and follow The Retirement Manifesto on Facebook [...]
Beau Henderson is a retirement planning specialist, a USA Today and Wall Street Journal best-selling author, and the founder and visionary of RichLife Advisors. He has helped more than 3,000 clients to not only improve their relationship with money, but to live their unique definition of a fulfilled, meaningful retirement with purpose. Beau has a [...]
Michelle Connell, President of Portia Capital Management, has devoted her professional life to the wealth management of private investors, as well as non-profit institutions. She received her Master of Business Administration with Honors from San Diego State University and an undergraduate degree from Seattle University (Magna Cum Laude). Ms. Connell has extensive experience managing equities, [...]
Jane Johnson is the President of Business Transition Academy Inc. and is the co-author of Cashing Out of Your Business Your Last Great Deal. During the last decade, Jane has assisted dozens of business owners with planning and executing successful business sales and transfers to employees, managers, co-owners and outside buyers. Jane created Business [...]
Corey Rieck is the President and Founder of The Long Term Care Planning Group, a firm that specializes in delivering Long Term Care education and coverage to companies, high net worth individuals and large organizations. Since 2001, Corey has devoted his career to Long Term Care as a result of multiple personal experiences. A neutral [...]