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  • Interview with Mario G. Taffo, Federal Benefits Consultant on Addressing Fears and Challenges in Retirement Planning
    2024/12/23
    Mario Taffo is a volunteer educator for The Institute for Financial Awareness, one of the fastest growing 501(c)(3) nonprofit organizations in the DC/Metro area.

    Mario is a widely sought out speaker. His most requested workshop/webinar topics are 10 Steps to Financial Freedom, Retirement Planning for Federal Employees and Estate Planning.

    Mario has been a member of the Greater Washington Hispanic Chamber of Commerce since 2009. He has provided financial educational support and resources to many embassies in Washington D.C., military bases, federal agencies, churches and other organizations. He also provides direct support to numerous HR departments at federal agencies in the DC/Metro area.

    Mario has presented hundreds of financial wellness and financial literacy workshops in the DC metropolitan area, as well as educational webinars to participants around the world.

    Mario has a MBA degree from the University of Central Florida and has been working in the financial services industry since 1996. Mario started his financial services career as a loan originator.

    Mario has experience in investments and banking, in addition to retirement planning. Mario is fluent in Spanish. His bi-lingual abilities have allowed him to help guide many civilians, active duty and in-service and retired federal employees through the complex steps of their retirement planning process.

    Thousands of individuals and small business owners have benefited from Mario’s knowledge and expertise, but one of his greatest pleasures in life is to help his friends and family plan for retirement. As a father, Mario has personal experience planning for college and has helped countless families reach their college planning goals.

    In his free time Mario enjoys traveling, playing soccer, scuba diving and exercising. He is a loyal CrossFit enthusiast who can be found in his local gym every morning, competing with himself and pushing others to reach their full potential in the gym.

    Learn more: http://www.ifaonline.org/

    Influential Entrepreneurs with Mike Saunders
    https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

    Source: https://businessinnovatorsradio.com/interview-with-mario-g-taffo-federal-benefits-consultant-on-addressing-fears-and-challenges-in-retirement-planning
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    20 分
  • Interview with Mario G. Taffo, Federal Benefits Consultant on Navigating TSP Withdrawals and Tax Implications
    2024/12/23
    Mario Taffo is a volunteer educator for The Institute for Financial Awareness, one of the fastest growing 501(c)(3) nonprofit organizations in the DC/Metro area.

    Mario is a widely sought out speaker. His most requested workshop/webinar topics are 10 Steps to Financial Freedom, Retirement Planning for Federal Employees and Estate Planning.

    Mario has been a member of the Greater Washington Hispanic Chamber of Commerce since 2009. He has provided financial educational support and resources to many embassies in Washington D.C., military bases, federal agencies, churches and other organizations. He also provides direct support to numerous HR departments at federal agencies in the DC/Metro area.

    Mario has presented hundreds of financial wellness and financial literacy workshops in the DC metropolitan area, as well as educational webinars to participants around the world.

    Mario has a MBA degree from the University of Central Florida and has been working in the financial services industry since 1996. Mario started his financial services career as a loan originator.

    Mario has experience in investments and banking, in addition to retirement planning. Mario is fluent in Spanish. His bi-lingual abilities have allowed him to help guide many civilians, active duty and in-service and retired federal employees through the complex steps of their retirement planning process.

    Thousands of individuals and small business owners have benefited from Mario’s knowledge and expertise, but one of his greatest pleasures in life is to help his friends and family plan for retirement. As a father, Mario has personal experience planning for college and has helped countless families reach their college planning goals.

    In his free time Mario enjoys traveling, playing soccer, scuba diving and exercising. He is a loyal CrossFit enthusiast who can be found in his local gym every morning, competing with himself and pushing others to reach their full potential in the gym.

    Learn more: http://www.ifaonline.org/

    Influential Entrepreneurs with Mike Saunders
    https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

    Source: https://businessinnovatorsradio.com/interview-with-mario-g-taffo-federal-benefits-consultant-on-navigating-tsp-withdrawals-and-tax-implications
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    23 分
  • Interview with Mario G. Taffo, Federal Benefits Consultant on Understanding FERS Benefits and Retirement Planning
    2024/12/20
    Mario Taffo is a volunteer educator for The Institute for Financial Awareness, one of the fastest growing 501(c)(3) nonprofit organizations in the DC/Metro area.

    Mario is a widely sought out speaker. His most requested workshop/webinar topics are 10 Steps to Financial Freedom, Retirement Planning for Federal Employees and Estate Planning.

    Mario has been a member of the Greater Washington Hispanic Chamber of Commerce since 2009. He has provided financial educational support and resources to many embassies in Washington D.C., military bases, federal agencies, churches and other organizations. He also provides direct support to numerous HR departments at federal agencies in the DC/Metro area.

    Mario has presented hundreds of financial wellness and financial literacy workshops in the DC metropolitan area, as well as educational webinars to participants around the world.

    Mario has a MBA degree from the University of Central Florida and has been working in the financial services industry since 1996. Mario started his financial services career as a loan originator.

    Mario has experience in investments and banking, in addition to retirement planning. Mario is fluent in Spanish. His bi-lingual abilities have allowed him to help guide many civilians, active duty and in-service and retired federal employees through the complex steps of their retirement planning process.

    Thousands of individuals and small business owners have benefited from Mario’s knowledge and expertise, but one of his greatest pleasures in life is to help his friends and family plan for retirement. As a father, Mario has personal experience planning for college and has helped countless families reach their college planning goals.

    In his free time Mario enjoys traveling, playing soccer, scuba diving and exercising. He is a loyal CrossFit enthusiast who can be found in his local gym every morning, competing with himself and pushing others to reach their full potential in the gym.

    Learn more: http://www.ifaonline.org/



    Influential Entrepreneurs with Mike Saunders
    https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

    Source: https://businessinnovatorsradio.com/interview-with-mario-g-taffo-federal-benefits-consultant-on-understanding-fers-benefits-and-retirement-planning
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    20 分
  • Interview with Andrew Hanson Vice President of Generations Wealth Management Discussing Overcoming Financial Fears and Challenges
    2024/12/18
    Two generations of trusted Hanson financial professionals serve multiple generations of clients concerned with financial goals, wealth management, safety, security, and estate planning. Richard Hanson, President of Generations Financial & Insurance Services, began his career in 1983. He is currently an educational speaker on retirement and money management. Mr. Hanson is Designated as a Certified Senior Advisor (CSA). He Currently Holds a membership with the National Association of Life Underwriters. 2011 Insurmark Hall of Fame Inductee. Andrew Hanson, Vice President of Generations Financial began his career in January 2016. He is the Head of Case Design Team & Digital Outreach. He hosts numerous Seminars educating our community on such subjects as; Social Security, RMD’s, Asset Protection, Legacy Protection, College Funding and IRA / 401(k) Analysis.

    Learn more: https://www.generationswealthmgt.com/

    Influential Entrepreneurs with Mike Saunders
    https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

    Source: https://businessinnovatorsradio.com/interview-with-andrew-hanson-vice-president-of-generations-wealth-management-discussing-overcoming-financial-fears-and-challenges
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    27 分
  • Interview with Andrew Hanson Vice President of Generations Wealth Management Discussing Creating A Financial Plan for the Future
    2024/12/18
    Two generations of trusted Hanson financial professionals serve multiple generations of clients concerned with financial goals, wealth management, safety, security, and estate planning. Richard Hanson, President of Generations Financial & Insurance Services, began his career in 1983. He is currently an educational speaker on retirement and money management. Mr. Hanson is Designated as a Certified Senior Advisor (CSA). He Currently Holds a membership with the National Association of Life Underwriters. 2011 Insurmark Hall of Fame Inductee. Andrew Hanson, Vice President of Generations Financial began his career in January 2016. He is the Head of Case Design Team & Digital Outreach. He hosts numerous Seminars educating our community on such subjects as; Social Security, RMD’s, Asset Protection, Legacy Protection, College Funding and IRA / 401(k) Analysis.

    Learn more: https://www.generationswealthmgt.com/



    Influential Entrepreneurs with Mike Saunders
    https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

    Source: https://businessinnovatorsradio.com/interview-with-andrew-hanson-vice-president-of-generations-wealth-management-discussing-creating-a-financial-plan-for-the-future
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    29 分
  • Kelly Bagla, ESQ., CEO of Bagla Law Firm, APC
    2024/12/17
    “Grab the world by the pearls! It’s yours for the taking!”

    Kelly Bagla has been nominated as the top CEO of 2024. Her integrity is exemplary, setting a standard for ethical business practices. With over 20 years of experience, she has become a cornerstone of the San Diego County business community, providing not just legal services but also creating jobs and fostering economic security.

    Kelly’s commitment to teaching high-net-worth individuals and business owners how to protect their businesses proactively demonstrates her dedication to empowering others.

    Clients affectionately refer to her as “Queen of Business Law®” a testament to her unparalleled guidance and expertise. Kelly Bagla embodies the qualities of a top CEO—innovation, leadership, and a deep commitment to making a positive impact on both the business world and the community at large.

    Kelly Bagla’s involvement in San Diego’s prestigious organizations reflects her deep commitment to serving the community through her law firm. She actively supports veterans, offering them a 20% discount on her legal services as a gesture of gratitude for their service. Her pro bono work with the Veterans Chamber of Commerce demonstrates her dedication to supporting those who have defended the country.

    Kelly’s love for dogs is evident through her support for Last Chance At Life, a rescue and adoption organization. She regularly donates to help dogs find loving homes, especially those in need of medical care. Her passion for animal welfare aligns with her belief in giving back to the community and making a difference in the lives of others.

    Through her involvement in these organizations, Kelly Bagla has shown that her commitment to service extends beyond her legal practice, making her a respected figure in San Diego’s community.

    Kelly is the author of six books, including the New York Times Bestseller, “Go Legal Yourself!®” Each of her books and multiple enterprises has been designed to empower business owners in pursuit of the American Dream.

    Beyond her role at Bagla Law Firm, Kelly is a multifaceted entrepreneur. She is the founder and CEO of three additional businesses that advance her mission to inform, equip, and inspire entrepreneurs worldwide. Kelly knows the challenges, risks, and responsibilities of being a business owner. She has a dual perspective of running businesses from both the entrepreneurial and legal angles. She knows first-hand how to mitigate risks, avoid lawsuits, and safeguard assets. As Kelly affirms, “I believe it takes an entrepreneur to understand the needs of an entrepreneur!”

    Kelly is madly in love with her Marine husband, Brent, and their 3 beautiful dogs!

    Learn more: https://baglalaw.com/

    Influential Entrepreneurs with Mike Saunders
    https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

    Source: https://businessinnovatorsradio.com/kelly-bagla-esq-ceo-of-bagla-law-firm-apc
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    19 分
  • Interview with Mike Murphy, Co-Creator of TextTonality™
    2024/12/17
    Mike Murphy is the creator of TextTonality™, a proprietary messaging method that has generated $900M+ in new business for over 250 clients in financial services, investment funds, and B2B consulting.

    Learn more: https://texttonality.com/ | https://www.linkedin.com/in/mikemurphy-/

    Influential Entrepreneurs with Mike Saunders
    https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

    Source: https://businessinnovatorsradio.com/interview-with-mike-murphy-co-creator-of-texttonality
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    29 分
  • Interview with Andrew Hanson Vice President of Generations Wealth Management Discussing Finding the Right Investment Vehicle
    2024/12/16
    Two generations of trusted Hanson financial professionals serve multiple generations of clients concerned with financial goals, wealth management, safety, security, and estate planning. Richard Hanson, President of Generations Financial & Insurance Services, began his career in 1983. He is currently an educational speaker on retirement and money management. Mr. Hanson is Designated as a Certified Senior Advisor (CSA). He Currently Holds a membership with the National Association of Life Underwriters. 2011 Insurmark Hall of Fame Inductee. Andrew Hanson, Vice President of Generations Financial began his career in January 2016. He is the Head of Case Design Team & Digital Outreach. He hosts numerous Seminars educating our community on such subjects as; Social Security, RMD’s, Asset Protection, Legacy Protection, College Funding and IRA / 401(k) Analysis.

    Learn more: https://www.generationswealthmgt.com/

    Influential Entrepreneurs with Mike Saunders
    https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

    Source: https://businessinnovatorsradio.com/interview-with-andrew-hanson-vice-president-of-generations-wealth-management-discussing-finding-the-right-investment-vehicle
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    27 分