Business Innovators Radio

Business Innovators Radio Network

Interviews with Industry Innovators and Trendsetters sharing proven strategies to help you build a better life right now.

  1. Interview with Curtis Cottle, Founder of SBC Financial Discussing Taxes in Retirement

    FEB 18

    Interview with Curtis Cottle, Founder of SBC Financial Discussing Taxes in Retirement

    Curtis Cottle is a Certified Financial Fiduciary, visionary growth strategist and cofounder of one of Michigan’s fastest-scaling financial services firms. He specializes in retirement planning, estate planning, and strategic tax strategies designed to help families and business owners protect and grow their wealth. At the core of his firm’s approach is a deep emphasis on strategic tax planning as it relates to retirement, helping clients keep more of what they’ve earned and build long-term financial confidence. He’s the creator of the Wealth Wellness Checkup, a planning experience that uncovers hidden financial blind spots and helps people make smart, informed decisions. The firm is built to simplify complexity, bring structure to planning, and deliver personalized strategies that work in the real world. With nearly two decades of experience, Curtis is known for cutting through the noise, building lasting relationships, and helping people create long-term security without the guesswork. When he’s not driving growth or designing new campaigns, you’ll find him investing in his team, building partnerships, or spending time with his family, living the same values his business is built on: fun, unity, and getting things done. Learn more: http://www.gosbc.net/ Influential Entrepreneurs with Mike Saunders https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/ Source: https://businessinnovatorsradio.com/interview-with-curtis-cottle-founder-of-sbc-financial-discussing-taxes-in-retirement-2

    20 min
  2. Roma Pithadiya, President and CEO of Affordable Insurance and Financial Services Discussing Managing Risk in Retirement

    FEB 18

    Roma Pithadiya, President and CEO of Affordable Insurance and Financial Services Discussing Managing Risk in Retirement

    Roma Pithadiya is the President and Chief Executive Officer of Affordable Insurance and Financial Services (AIFS), a financial services and insurance advisory firm based in the Dallas–Fort Worth area of Texas. She is a seasoned financial professional and entrepreneur with extensive experience in insurance, financial planning, and wealth protection. Roma immigrated to the United States with limited resources and has built her career from the ground up, becoming a respected advisor to individuals, families, and small businesses in matters of health insurance, life insurance, auto and home protection, and long-term financial planning. She has been active in the financial services industry for well over a decade and is known for her deep commitment to client education and advocacy. She is also recognized as a Million Dollar Immigrant, a title reflecting her journey from starting penniless in the U.S. to achieving significant success in the insurance and financial advisory business. In addition to her executive role, Roma engages heavily in community service: she is active with the Lions Club, participates in senior citizen organizations, and serves on committees for cultural and religious groups. She frequently speaks on financial literacy and planning topics at national stages, including events hosted by CNN, the Harvard Club of Boston, New York Life, Nasdaq, and the MDRT (Million Dollar Round Table). Her expertise spans health insurance (including Medicare and individual policies), life and annuity products, retirement planning, and strategies for tax-efficient financial growth. Roma also works to empower clients to manage their finances wisely and protect their financial futures with well-structured, personalized solutions. Learn more: https://aifsgroupbyroma.com/ Roma Pithadiya is not an attorney or CPA. Affordable Insurance and Financial Services does not provide legal or tax advice. Any discussion of financial strategies is general in nature and not a recommendation. Insurance and financial products involve risk and may not be suitable for all individuals. Licensing and availability vary by state. Influential Entrepreneurs with Mike Saunders https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/ Source: https://businessinnovatorsradio.com/roma-pithadiya-president-and-ceo-of-affordable-insurance-and-financial-services-discussing-managing-risk-in-retirement

    19 min
4.9
out of 5
21 Ratings

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Interviews with Industry Innovators and Trendsetters sharing proven strategies to help you build a better life right now.