Business Innovators Radio

Mike Milligan, a Certified Financial Planning Professional, author, podcast and radio show host, and university lecturer, brings 26 years of experience to the financial planning industry. After beginning his career in large banks and insurance companies, he founded his first firm 15 years ago with the belief that “everyone is One of a Kind; and they deserve a One of a Kind Financial Plan.”Challenging the “One Size Fits All” approach to financial advice, which he refers to as “Retirement Déjà Vu™,” Mike developed The One of a Kind Financial Plan™. This comprehensive plan addresses taxes, retirement income, investments, long-term care, and legacy, enabling clients to live a “One of a Kind Life.” Recognizing the need for a clear retirement vision, he then created Retirement CHI™ to supplement the plan. This innovative approach focuses on community, health, and impact, further reducing stress for his clients. Mike leads a team of over 20 professionals across the United States, including Hawaii.Learn more: http://

Mike Milligan, a Certified Financial Planning Professional, author, podcast and radio show host, and university lecturer, brings 26 years of experience to the financial planning industry. After beginning his career in large banks and insurance companies, he founded his first firm 15 years ago with the belief that “everyone is One of a Kind; and they deserve a One of a Kind Financial Plan.”Challenging the “One Size Fits All” approach to financial advice, which he refers to as “Retirement Déjà Vu™,” Mike developed The One of a Kind Financial Plan™. This comprehensive plan addresses taxes, retirement income, investments, long-term care, and legacy, enabling clients to live a “One of a Kind Life.” Recognizing the need for a clear retirement vision, he then created Retirement CHI™ to supplement the plan. This innovative approach focuses on community, health, and impact, further reducing stress for his clients. Mike leads a team of over 20 professionals across the United States, including Hawaii.Learn more: http://

Mike Milligan, a Certified Financial Planning Professional, author, podcast and radio show host, and university lecturer, brings 26 years of experience to the financial planning industry. After beginning his career in large banks and insurance companies, he founded his first firm 15 years ago with the belief that “everyone is One of a Kind; and they deserve a One of a Kind Financial Plan.”Challenging the “One Size Fits All” approach to financial advice, which he refers to as “Retirement Déjà Vu™,” Mike developed The One of a Kind Financial Plan™. This comprehensive plan addresses taxes, retirement income, investments, long-term care, and legacy, enabling clients to live a “One of a Kind Life.” Recognizing the need for a clear retirement vision, he then created Retirement CHI™ to supplement the plan. This innovative approach focuses on community, health, and impact, further reducing stress for his clients. Mike leads a team of over 20 professionals across the United States, including Hawaii.Learn more: http://

Vincent has more than 35 years of experience in the financial services industry, growing and developing close relationships with mentors in all areas of financial management, financial planning, tax-efficient strategies, and market alternative investment concepts. Having worked with these individuals in wealth management and asset protection strategies, Vincent has been better able to serve his clients’ needs in a world that demands unconventional approaches to building long-term financial security.The published author of “The S.M.A.R.T. Approach: A 5 Step Process to Life, Leadership and Investing,” Vincent, also hosted a weekly radio show, “The S.M.A.R.T. Approach to Retirement,” on 970 AM The Answer in New York. He lectures extensively about non-conventional wealth accumulation and preservation approaches to other financial advisory professionals and the public through his energetic and entertaining informational workshops.Learn more: http://www.pfswealthgroup.com/Investment advisory services made available

Real Estate Investor, property manager, mindset coach, affiliate marketer, retreat facilitator.Kim survived a major health crisis that led her to quit her high-stress job and follow her passion for working in an environment with nature, sunshine, traveling, exploring, and all of the spiritual aspects that Arizona has to offer.​Now a proud Arizona resident, Kim is honored to expand her horizons and share her experiences of the spiritual and beautiful aspects of Arizona by offering guests a unique stay in one of her beautifully designed and located rental properties. It is her hope that you will feel at home and at peace as her during your stay.​In addition to rental properties, Kim has a mission to create and hold space where others can gather and feel safe while undergoing their healing journey. Through a series of serendipitous events, she was able to come into partnership with a woman who now facilitates both group and private wellness retreats at the properties.Learn more: http://www.tihpropertymanagement.

Phil Caylor is a licensed acupuncturist, and serial entrepreneur with over 50 years in holistic health. A graduate of Lisa Nichols’ Certified Transformational Trainer Program, Phil also pioneered the first state-certified massage school in Santa Cruz County. He created the “Living from the Heart” program, which teaches people to transform stress into loving power. Phil has traveled to exotic destinations like Costa Rica and enjoys practicing chi gong, meditating, and connecting with nature. He has received numerous accolades, including founding the Healing Haven clinic. Phil’s greatest passion is being a loving, healing presence on the planet.Learn more: http://philc360.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-phil-caylor-holistic-healing-wellness-mentor

From 2003-2025 Tamra Ryan was the CEO of Women’s Bean Project, a social enterprise providing transitional employment in its food manufacturing business to women attempting to break the cycle of chronic unemployment and poverty. She serves as the Coors Economic Mobility Fellow for Common Sense Institute Colorado.Named as Most Influential CEO and Ten Most Influential Women in Business 2023, Tamra is a former partner and board member for Social Venture Partners-Denver and Social Enterprise Alliance. Congressman Mike Coffman (R-CO) recognized Tamra’s servant leadership and entered it into the Congressional Record of the 115th Congress, Second Session in May 2018. She was honored by the Colorado Women’s Chamber of Commerce as one of the Top 25 Most Powerful Women in Colorado, and in 2022 and 2023 as a Titan100 CEO and Social Entrepreneur of the year by the Colorado Institute for SocialImpact. She was a presenter at TEDxMilehigh and is a highly sought-after speaker for topics such as compassionate leadership and so

Vincent has more than 35 years of experience in the financial services industry, growing and developing close relationships with mentors in all areas of financial management, financial planning, tax-efficient strategies, and market alternative investment concepts. Having worked with these individuals in wealth management and asset protection strategies, Vincent has been better able to serve his clients’ needs in a world that demands unconventional approaches to building long-term financial security.The published author of “The S.M.A.R.T. Approach: A 5 Step Process to Life, Leadership and Investing,” Vincent, also hosted a weekly radio show, “The S.M.A.R.T. Approach to Retirement,” on 970 AM The Answer in New York. He lectures extensively about non-conventional wealth accumulation and preservation approaches to other financial advisory professionals and the public through his energetic and entertaining informational workshops.Learn more: http://www.pfswealthgroup.com/Investment advisory services made available

Vincent has more than 35 years of experience in the financial services industry, growing and developing close relationships with mentors in all areas of financial management, financial planning, tax-efficient strategies, and market alternative investment concepts. Having worked with these individuals in wealth management and asset protection strategies, Vincent has been better able to serve his clients’ needs in a world that demands unconventional approaches to building long-term financial security.The published author of “The S.M.A.R.T. Approach: A 5 Step Process to Life, Leadership and Investing,” Vincent, also hosted a weekly radio show, “The S.M.A.R.T. Approach to Retirement,” on 970 AM The Answer in New York. He lectures extensively about non-conventional wealth accumulation and preservation approaches to other financial advisory professionals and the public through his energetic and entertaining informational workshops.Learn more: http://www.pfswealthgroup.com/Investment advisory services made available

With 29 years of experience in the financial services industry, Don is the founder and owner of DH Retirement Solutions, Inc. Based in Massachusetts and Connecticut, Don specializes in helping individuals and families navigate retirement income planning with a focus on optimizing income and reducing taxes.Don works with clients to create comprehensive strategies that integrate life insurance, annuities, Medicare, and longevity care allocation planning. By taking a proactive approach, Don helps clients secure their financial future, ensuring they enjoy a comfortable and worry-free retirement.A trusted advisor, Don provides personalized solutions that align with each client’s unique goals and financial situation, all while helping them maximize their retirement savings and minimize tax liabilities.Insurance Licensed in MA & CT | Retirement Income Planning ExpertLearn More: http://dhretirementsolutions.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneu

David Flores Wilson, CFA, CFP®, CEPA®, Co-Founder and Managing Partner at Sincerus Advisory, advises entrepreneurs and business owners in New York City on personal financial planning issues from formation to exit and beyond. A multiple-time Investopedia Top 100 Financial Advisor, his financial guidance has appeared on CNBC, Yahoo!Finance, the New York Times, US News & World Report, and InvestmentNews. David represented Guam in the 1996 Atlanta Olympic Games, sits on the Board of Directors as Treasurer for the Lower East Side Girls Club, and is active with Entrepreneur’s Organization, the Estate Planning Council of New York City, Advisors in Philanthropy (AiP), and the Exit Planning Institute.Learn more: https://sincerusadv.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-david-flores-wilson-managing-partner-at-sincerus-advisory

With 29 years of experience in the financial services industry, Don is the founder and owner of DH Retirement Solutions, Inc. Based in Massachusetts and Connecticut, Don specializes in helping individuals and families navigate retirement income planning with a focus on optimizing income and reducing taxes.Don works with clients to create comprehensive strategies that integrate life insurance, annuities, Medicare, and longevity care allocation planning. By taking a proactive approach, Don helps clients secure their financial future, ensuring they enjoy a comfortable and worry-free retirement.A trusted advisor, Don provides personalized solutions that align with each client’s unique goals and financial situation, all while helping them maximize their retirement savings and minimize tax liabilities.Insurance Licensed in MA & CT | Retirement Income Planning ExpertLearn More: http://dhretirementsolutions.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneu

Jason Moss is a business mentor for grounded, growth-minded entrepreneurs who are ready to scale without losing themselves in the process. Creator of the CEO Freedom Formula, Jason helps six-figure coaches and service providers shift out of operator mode and into sustainable leadership—with a business model that supports their life, not the other way around. With over 1,000 clients served and $500K+ annual revenue, Jason’s approach blends strategic depth with soulful clarity. He lives in Boulder, Colorado with his partner Kimberly, their dog Boomer, and cat Zola—and he’s here to share what scaling with alignment really looks like.Learn more: http://www.jasonmoss.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-jason-moss-creator-of-the-ceo-freedom-formula

This podcast explores how strategic visual documentation transforms modern construction management from a compliance requirement to a powerful business advantage.Industry expert Joey Shuster, Senior Vice President at Multivista, discusses how thorough documentation protects projects by reducing risk, resolving disputes, preventing rework, and enhancing stakeholder trust. Discover why leading construction firms are integrating comprehensive visual records into their core processes, and how Multivista’s approach creates competitive advantages in today’s complex building environments.In The Zonehttps://businessinnovatorsradio.com/in-the-zone/Source: https://businessinnovatorsradio.com/episode-43-documented-decisions-building-safety-from-the-lens-up-with-joey-shuster

With 29 years of experience in the financial services industry, Don is the founder and owner of DH Retirement Solutions, Inc. Based in Massachusetts and Connecticut, Don specializes in helping individuals and families navigate retirement income planning with a focus on optimizing income and reducing taxes.Don works with clients to create comprehensive strategies that integrate life insurance, annuities, Medicare, and longevity care allocation planning. By taking a proactive approach, Don helps clients secure their financial future, ensuring they enjoy a comfortable and worry-free retirement.A trusted advisor, Don provides personalized solutions that align with each client’s unique goals and financial situation, all while helping them maximize their retirement savings and minimize tax liabilities.Insurance Licensed in MA & CT | Retirement Income Planning ExpertLearn More: http://dhretirementsolutions.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneu

In this episode, we delve into the complexities of the deferred resignation offer for federal employees, exploring its implications, risks, and the various retirement options available. Cassie Graves, CEO of FedOptions, provides expert insights on navigating these unprecedented changes, emphasizing the importance of understanding benefits and making informed decisions. The conversation covers the nuances of deferred resignations versus retirements, the significance of MRA, and the need for careful planning to ensure financial stability during transitions.  As CEO of Fed Options, I explain the complicated world of federal employee benefits to financial advisors so the benefit choices are easily understood by employees.  I have spent over 15 years in the insurance industry with 10+ years being focused in the federal benefits arena. As a former spouse of a federal employee, I had first-hand experience of the lack of knowledge that employees and their spouse have around the federal employee benefits. After taking

Bebe Kleinman – Community Health Leader & Nonprofit AdvocateFor over 40 years, I have devoted my professional and volunteer life to advancing equity in housing, food, and health care for individuals and families in under-resourced communities. My career reflects a deep commitment to public health, social justice, and building resilient nonprofit organizations that serve those most in need.I bring a lifetime of experience advocating for low-income populations and working closely with public health systems. My leadership has required bold thinking, long-term planning, and collaborative governance—all essential to sustainable and innovative nonprofit impact. I have consistently prioritized equity, access, and measurable results while navigating the complexities of limited resources, stakeholder engagement, and policy influence.My strength lies in bridging sectors and guiding diverse stakeholders toward shared solutions. I lead with both empathy and strategic insight, fostering innovation, resolving tensions,

Clark Smith boasts an impressive career spanning over three decades in the financial advisory realm. He embarked on his journey in 1990 as a financial advisor with Dean Witter Reynolds, quickly rising to prominence as the firm’s youngest Retirement Planning Specialist by 1993. Specializing in Retirement Financial Planning, Clark has dedicated his career to helping clients achieve their long-term financial goals.His career trajectory continued upward, becoming Vice President of Investments at Prudential Securities in 1995. From 2000 to 2006, Clark served as Vice President of Investments at UBS, further honing his expertise in investment strategies. In 2006, he took a significant leap by becoming a founding partner and portfolio manager at Woodridge Capital Portfolio Management, where his leadership extended to managing a hedge fund at Woodridge Partners from 2008 to 2016.After a brief retirement from 2017 to 2020, Clark re-entered the financial sector as a Senior Financial Advisor and Director of Retail Operat

Clark Smith boasts an impressive career spanning over three decades in the financial advisory realm. He embarked on his journey in 1990 as a financial advisor with Dean Witter Reynolds, quickly rising to prominence as the firm’s youngest Retirement Planning Specialist by 1993. Specializing in Retirement Financial Planning, Clark has dedicated his career to helping clients achieve their long-term financial goals.His career trajectory continued upward, becoming Vice President of Investments at Prudential Securities in 1995. From 2000 to 2006, Clark served as Vice President of Investments at UBS, further honing his expertise in investment strategies. In 2006, he took a significant leap by becoming a founding partner and portfolio manager at Woodridge Capital Portfolio Management, where his leadership extended to managing a hedge fund at Woodridge Partners from 2008 to 2016.After a brief retirement from 2017 to 2020, Clark re-entered the financial sector as a Senior Financial Advisor and Director of Retail Operat

Born and raised in Fort Wayne, Indiana, Dave Barr moved to Washington State in his late 20s and is the Founder/CEO of Barr Asset Management. Dave started his career in the financial industry at age 24 working in an agency and then transitioned as an independent practitioner in his 30s. His entry into the field began with a desire to do proper planning & financial management for himself. This led to the thought that perhaps others could use some help as well.Dave has served clients, their families and their businesses since 1980. His professional acumen has led clients to describe him with words such as: “integrity”, “kind & caring”, “sound & timely advice” and “a man that I’d trust daily with my personal checking account”. Although a solo practitioner, Dave believes that Barr Asset Management must be bigger than, more than just himself. As a result, his professional development has been enhanced by a collaboration with other advisors across the United States:Dave is a Registered Investment Advisor