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As a managing partner of Oxford Advisory Group, Samuel J. Dixon is focused on retirement planning, IRA legacy planning, and investments for retirees, executives, and small-business owners. He routinely offers educational classes on taxes in retirement and developing a steady and reliable retirement plan. Samuel, with his expertise as a RFC, also co…
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In this episode of the Alamo City Innovators podcast, hosts Marco Salinas and Francisco Bermudez Jr. sit down with Chinedum “Nedu” Njoku, an unexpected yet influential figure in San Antonio. Nedu is not only the founder of Ned Air Filters but also a passionate dancer and advocate for biking in the Alamo City. Business Deep Dive: Discover the incept…
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In this inaugural episode of the Alamo City Innovators Podcast, co-hosts Marco Salinas and Francisco Bermudez Jr. sit down with the dynamic Bill Dante, a man whose multifaceted career has left an indelible mark on San Antonio and beyond. From his early days as a meteorologist to his current role as the chairman of the board for the Texas Rangers, B…
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We believe that every dollar has a purpose and a timeline. When and how your retirement assets will be used should be understood before making important financial decisions. The Triplett-Westendorf Purpose and Timeline 5 Step Planning Process (PT5) begins with Discovery. Understanding where you are now, and then defining where you want to go (Your …
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Michael has been working in wealth management for over 25 years. He holds a Series 65 license and Insurance license. As a Fiduciary, he has provided financial services to business owners, families, and individuals. Michael has access to a wide array of financial assets. Enabling him to successfully meet the financial planning needs of his clients w…
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Kevin and Christina, are a couple of Colorado folks who know what it’s like when things get tough. Kevin grew up in North Denver, and Christina in Thornton. Life can throw some real curveballs, especially when it comes to keeping a roof over your head. But they also know the pain of uncertainty and loss. Kevin’s family faced the heartbreaking reali…
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Stephen Ng, whom you may have seen in NBC, Forbes, Wall Street Journal, U.S. News and World Report, New York Daily News, and others. He has also been interviewed by Fox TV and Christian Television Network. Stephen is the Author of “10 Financial Mistakes You Should Avoid” which has been a wonderful resource for many of his clients. All of the procee…
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Michael has been working in wealth management for over 25 years. He holds a Series 65 license and an Insurance license. As a Fiduciary, he has provided financial services to business owners, families, and individuals. Michael has access to a wide array of financial assets. Enabling him to successfully meet the financial planning needs of his client…
  continue reading
 
Stephen Ng, whom you may have seen in NBC, Forbes, Wall Street Journal, U.S. News and World Report, New York Daily News, and others. He has also been interviewed by Fox TV and Christian Television Network. Stephen is the Author of “10 Financial Mistakes You Should Avoid” which has been a wonderful resource for many of his clients. All of the procee…
  continue reading
 
Michael has been working in wealth management for over 25 years. He holds a Series 65 license and Insurance license. As a Fiduciary, he has provided financial services to business owners, families, and individuals. Michael has access to a wide array of financial assets. Enabling him to successfully meet the financial planning needs of his clients w…
  continue reading
 
Stephen Ng, whom you may have seen in NBC, Forbes, Wall Street Journal, U.S. News and World Report, New York Daily News, and others. He has also been interviewed by Fox TV and Christian Television Network. Stephen is the Author of “10 Financial Mistakes You Should Avoid” which has been a wonderful resource for many of his clients. All of the procee…
  continue reading
 
Liam is the author of 5 books and is the CEO of LCI consultants & owner of the BRB brand and the Exception to the Rule Brand. 30 plus years in the financial and coaching business training over 7500 agents weekly in the BRB system for agents. Founder of the MTD Foundation outreach ministry. Married to Angie and they have 9 kids blended family with 1…
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Hester Bedet As a sound healer Hester heals women who are struggling with physical and emotional pain. They become pain free by using the power of sound healing and they move easily towards the fulfillment of their life purpose. She also guides to healing of noises or constant ringing in the ears by integrate creative coaching with sound healing to…
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In this insightful episode of the Business Networking Influencers podcast, host Marco Salinas sits down with Jeff Adam, the President of Adam Noble Group, a seasoned expert in mergers, acquisitions, and business valuations. Jeff shares his remarkable journey, spanning over three decades in the business world, and offers invaluable advice for entrep…
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In this captivating episode of the Agent’s Lounge Podcast, host Marco Salinas sits down with Prescilla Perales, a commercial real estate agent with Keller Williams in San Antonio, to uncover the secrets behind her success in the industry. Joined by Mitch Donowho, an independent insurance agent with Comparion Insurance, and Francisco Bermudez Jr., t…
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Noah St. John Legendary Executive Coach, Iconic Keynote Speaker and #1 Bestselling Author Noah St. John, Ph.D. is recognized as “The Father of AFFORMATIONS®” and “The Mental Health Coach to The Stars.” Noah St. John is recognized as one of the most requested, in-demand business and motivational keynote speakers and executive coaches in the world. h…
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Pollie Rafferty Pollie is known globally as the Speakers Storyteller, she Is an international speaker, story consultant and trainer. She discovered the beauty of oral storytelling back in 2005 when she was working her way out of crippling anxiety. She started training, performed regularly and ran her own story circle before moving to the south coas…
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Paul G. McManus is a best-selling author and prominent figure in the financial industry, specializing in helping financial advisors to become bestselling authors and create authority-based marketing systems to attract their ideal clients. Over the past 8 years, Paul has played a pivotal role in assisting clients in generating over $50,000,000 in fe…
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In this episode Marco Salinas talks with Jorge Bassante, the CEO and founder of Horizon Air, a thriving HVAC company based in Houston, Texas. Jorge Bassante is a 100% legally blind entrepreneur who has overcome incredible odds to build a multi-million dollar home services business. Despite his visual impairment, Jorge has embraced assistive technol…
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Lalitha Donatella Riback is an International bestselling author, life coach, speaker, entrepreneur, Vedic astrologer, and meditation teacher. She’s a researcher of human consciousness who has dedicated the last 25 years to guiding people to reach their highest potential and spiritual growth. She holds among other degrees and certifications, a B.A. …
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In this episode, Nina Hershberger talks with Dionne Malush, a co-owner of Realty One Group Gold Standard in the Pittsburgh, Pennsylvania, area. Since 1989, Dionne has effectively utilized her artistic talents and creative marketing skills to excel in her real estate career. Dionne’s background includes graduating from the Art Institute in 1989 and …
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Elena Cardone started her career in Hollywood and soon became a successful model and actress of TV and film fame. A lifelong competitive sport shooter, and now wife, mother, author, businesswoman, empire builder, event producer, mentor, public speaker, and visionary. She is the author of the best-selling book “Build an Empire: How to Have it All.” …
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Nothing is more exciting to Brad than the gratifying feeling of helping people meet their real estate needs. People can count on Brad to always do what’s in their best interest. He prides himself on being honest, trustworthy, and knowledgeable in the real estate market. He knows how important it is to find their dream home or get the best offer for…
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In this episode, Nina Hershberger talks with Dave Holder, an expert in helping families find the right senior living community for their loved ones. Dave shares his personal journey that led him to this industry and the insights he’s gained along the way. Dave Holder is the owner of Assisted Living Locators in Indiana. After experiencing the challe…
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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 this could happen and help othe…
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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 this could happen and help othe…
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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 this could happen and help othe…
  continue reading
 
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, she brings a wealth of knowl…
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Mike Bausch is president of The World Pizza Champions and one of 40 co-authors of the bestselling new book, The Pursuit of Pizza: Recipes from The World Pizza Champions. Bausch is a recognized industry leader whose restaurant, Andolini’s Pizzeria, is a top-ten pizzeria in the US, as named by TripAdvisor, BuzzFeed, CNN, and USA Today. Since 2005, Ba…
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We believe that every dollar has a purpose and a timeline. When and how your retirement assets will be used should be understood before making important financial decisions. The Triplett-Westendorf Purpose and Timeline 5 Step Planning Process (PT5) begins with Discovery. Understanding where you are now, and then defining where you want to go (Your …
  continue reading
 
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 establishing a good rapport with busines…
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Nancy Duval As a mother, wife, daughter, sister, aunt, first-time international best selling author and medium, Nancy Duval wears many hats. Born in Toronto, Ontario, Nancy grew up in Penetanguishene on the shores of Georgian Bay with her mother and younger sister. In her early twenties, she met her first husband, and together they started a family…
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In this compelling episode of “Business Networking Influencers,” your host, Tim Knifton, dives deep into the heart of community-driven business success with Art Saenz, the founder of 4Twelve Creative and the innovative force behind the Successes brand. Art’s journey is a testament to the power of connecting across diverse communities and industries…
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In this captivating episode of the Agents’ Lounge Podcast, hosts Marco Salinas and Francisco Bermudez Jr sits down with Angel Salinas, the owner of Sandler Sales Training in San Antonio, Texas. As a fellow Salinas, Marco is thrilled to welcome Angel and dive into the world of sales methodologies and strategies that can transform any business. Angel…
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In this insightful episode of the Agents Lounge Podcast, hosts Francisco Bermudez Jr. and Marco Salinas welcome a special guest, Raymond Fuentes, a seasoned mortgage professional from Southwest Funding. As the first lender to grace the platform, Raymond brings a unique perspective to the show, shedding light on the intricacies of the mortgage indus…
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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 establishing a good rapport with busines…
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Desiree Anderson is a Master Level Coach, Bestselling Author of “Your Voyage to Success” and keynote speaker. She helps elevate leaders, entrepreneurs and their teams to reach their full potential. Desiree draws on her international HR experience, her Reiki Master training and leading-edge coaching techniques in order to rapidly support her clients…
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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 establishing a good rapport with busines…
  continue reading
 
Rhett Chambers, a 2006 graduate of the University of Alabama, embarked on a dynamic career in financial services in 2007 as an agent for AIG. Over the years, he flourished at AIG, serving roles as a producer, advisor, and manager. In 2017, Rhett transitioned to Transamerica, dedicating five successful years before becoming a fully independent agent…
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At Huntington, we’re committed to doing the right thing for our customers. He has been a Mortgage Loan Officer since 2020 and has helped many individuals and families purchase and refinance their homes. He offers an array of conventional and government-backed loans including FHA, VA, and USDA. Huntington is also known for a variety of products that…
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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 establishing a good rapport with busines…
  continue reading
 
In this inaugural episode of the Homepreneur Heroes Podcast, host Marco Salinas sits down with Michael James Johnson, the owner and president of AC Man Heating and Air in North Carolina. Michael’s journey is a true testament to the power of determination, adaptability, and a passion for serving others. After serving six years in the United States A…
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We believe that every dollar has a purpose and a timeline. When and how your retirement assets will be used should be understood before making important financial decisions. The Triplett-Westendorf Purpose and Timeline 5 Step Planning Process (PT5) begins with Discovery. Understanding where you are now, and then defining where you want to go (Your …
  continue reading
 
Kimberly Pohler, CLTC, CFed®, is passionate about helping others. She helps her clients navigate the confusing world of finance by educating them on how to plan for each season of their life. It goes beyond protecting your health. Kimberly has identified many crucial areas of concern: health, life, disability income while you’re working, senior hea…
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Rhett Chambers, a 2006 graduate of the University of Alabama, embarked on a dynamic career in financial services in 2007 as an agent for AIG. Over the years, he flourished at AIG, serving roles as a producer, advisor, and manager. In 2017, Rhett transitioned to Transamerica, dedicating five successful years before becoming a fully independent agent…
  continue reading
 
In this captivating episode of the Business Networking Influencers podcast, fill-in host Marco Salinas sits down with Kellen Kautzmann, the CEO of Send It Rising. Kellen shares a refreshingly honest and transformative perspective on how to navigate the rapidly evolving world of marketing and business in the age of AI. Kellen begins by revealing how…
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Rhett Chambers, a 2006 graduate of the University of Alabama, embarked on a dynamic career in financial services in 2007 as an agent for AIG. Over the years, he flourished at AIG, serving roles as a producer, advisor, and manager. In 2017, Rhett transitioned to Transamerica, dedicating five successful years before becoming a fully independent agent…
  continue reading
 
Leisa trains entrepreneurs how to use public speaking as a SOUL FILLING business growth strategy. As a self-proclaimed “Talk Doula” she facilitates the birth of new talks all around the world in her “Get Your Talk Ready to Rock” sessions. Throughout her years of working with speakers, the most frequent confessions she hears are: “I’ve always wanted…
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In this episode, Luana Ribeira interviews the founder of Fearless CounSouling, Katie Fields. Katie is a graduated therapist now practicing as a spiritual coach and energy healer. She uses astrology, numerology, and a variety of readings to access Soul and help people find their Divine purpose in life. The methods she has learned has brought her to …
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Spring is in the air! And with it often comes the urge to clean out the old and make way for the new. But did you know that spring cleaning isn’t just great for your space? It can actually be very beneficial to your health! In this episode, Dr. Dan, Angela and Dr. Riley focus on the health benefits of spring cleaning your home. They share how clutt…
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