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Dave Barr, Founder of Barr Asset Management Interviewed on the Influential Entrepreneur Podcast Discussing Fears About Retirement Planning

Dave Barr discusses conquering retirement planning fears
Listen to the interview on the Business Innovators Radio Network: Interview with Dave Barr Founder of Barr Asset Management Discussing Fears About Retirement Planning – Business Innovators Radio Network
Dave Barr, founder of Barr Asset Management, discusses the critical topic of overcoming fears and misconceptions about retirement planning. He shares a poignant reminder received early in his own career: “You can’t afford to make all your own mistakes.” This statement underscores the importance of seeking guidance and starting the process early. In doing so, individuals can avoid costly errors that could jeopardize their financial security in retirement.
Retirement planning is not just for the wealthy. Dave emphasizes that effective financial management is essential for everyone, across all income levels and financial situations. Those with moderate means need to plan for retirement to ensure they can cover living expenses and maintain their quality of life. Ultimately, retirement planning is not solely about accumulating wealth; it’s about managing what you have wisely to secure a stable future.
When individuals embark on their retirement planning journey, they often feel overwhelmed and unsure of where to start. This is where professional advisors, like those at Barr Asset Management, come into play. Dave highlights the importance of finding a trustworthy advisor who can provide credible advice tailored to individual needs. A qualified, competent advisor will help clients navigate the complexities of retirement planning, assisting them to make informed decisions that align with their personal goals. Moreover, working with a fiduciary advisor, who is legally obligated to act in the client’s best interest, adds an extra layer of security for the retiree.
Additionally, retirement planning is not solely about financial assets; it also encompasses finding purpose and meaning in life after work. Dave discusses how many individuals derive their identity and fulfillment from their careers. Upon retiring, they may struggle with a loss of purpose. Therefore, it is essential to incorporate plans for personal fulfillment and activities that provide meaning into retirement strategies.
By addressing both financial and personal aspects of retirement, individuals can create a more holistic plan that prepares them for a fulfilling life after their careers.
Dave said: “Empowering retirees to experience their retirement years dreams backed by tailor-made, professional financial strategies”
Video Link: https://www.youtube.com/embed/cNFYkwHhzQQ
About Dave Barr
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 representative holding a Series 65 license which allows him to manage investments and provide one-stop financial services to his clients across the Pacific Northwest and several other regions in the U.S. Early in his career, Dave received the Chartered Life Underwriter (CLU) designation conferred by The American College and is currently enrolled in studies for the Chartered Financial Consultant (ChFC) designation.
Dave and his wife, Sarah have been married for 30 years, they have 10 children and, presently, 14 grandchildren. Much of their life revolves around spending time with and enjoying their family. They attend New Heights Church in Richland, WA where Dave also serves as an elder. Additionally, Dave enjoys trekking to the outdoors to backpack, camp, fish & hunt.
Learn more: http://www.retirewithbam.com/
Investment advisory services offered through Tucker Asset Management LLC, an SEC Registered Investment Advisor. Barr Asset Management and Tucker Asset Management are unaffiliated entities.
Recent Interviews and News
Dave Barr Discusses Transitioning from Asset Accumulation to Income Generation: Dave Barr Founder of Barr Asset Management Interviewed on The Influential Entrepreneurs Podcast, Discussing Transitioning from Accumulation to Income – Authority Press Wire
Dave Barr Discusses achieving peace of mind in retirement: Dave Barr Founder of Barr Asset Management Interviewed on The Influential Entrepreneurs Podcast Discussing Achieving Peace of Mind in Retirement – Authority Press Wire

Clark Smith, President of Golden Years Financial, Interviewed on the Influential Entrepreneurs Podcast Discussing Retirement Lifestyle

Clark Smith discusses the importance of having a retirement lifestyle
Listen to the interview on the Business Innovators Radio Network: Interview with Clark Smith President of Golden Years Financial, Discussing Retirement Lifestyle – Business Innovators Radio Network
Clark Smith, president of Golden Years Financial, to discuss the often-overlooked aspects of retirement lifestyle. They explore how individuals can transition from accumulating wealth to enjoying their golden years. Clark emphasizes that while retirement is typically envisioned as a joyful and exploratory phase, many people struggle to fully embrace it due to financial insecurity. He highlights the importance of having a solid financial plan that not only provides a consistent income stream but also takes into account the changing spending patterns that can occur during retirement.
Financial insecurity poses a significant barrier that can prevent retirees from fully enjoying their retirement lifestyle. As discussed in the podcast episode featuring Clark Smith, president of Golden Years Financial, the transition from a steady paycheck to relying on retirement savings can create anxiety about maintaining a stable income. This anxiety often overshadows the excitement and freedom that retirement is meant to bring.
To combat financial insecurity, it is essential for retirees to have a well-structured financial plan. Such a plan should not only focus on accumulating wealth but also on effectively managing and allocating those resources throughout retirement. Clark emphasizes that many financial plans are designed to provide a consistent income stream, often indexed to inflation. However, retirees frequently overlook the reality of their spending patterns, which are typically not linear.
Retirees often experience fluctuating spending patterns throughout their retirement years. In the early years, many retirees tend to spend more as they pursue passions and activities they have long dreamed of, such as travel or hobbies. For instance, Clark shares a story about a couple who had always wanted to go on an African photography safari. By incorporating this trip into their budget for the first year of retirement, they were able to enjoy their newfound freedom without the burden of financial worry.
As retirees move into the middle years, their spending may decline as they settle into a routine and engage in fewer costly activities. However, as they age, healthcare costs often rise, necessitating a shift in financial planning. A well-structured financial plan recognizes these ebbs and flows in spending, allowing retirees to allocate resources effectively to match their changing needs.
A comprehensive retirement plan should address both emotional and financial challenges. The loss of a daily structure and professional identity can lead to feelings of isolation and uncertainty. By planning for these emotional aspects, retirees can create a fulfilling lifestyle that includes strong social connections and community involvement. This holistic approach enables retirees to embrace their golden years with confidence and fulfillment.
Clark shared: “Golden Years Financial is dedicated to assisting individuals in achieving the retirement of their dreams. Our goal is to empower you to leave the job behind while maintaining your income, all while having contingency plans in place for life’s unexpected challenges. We ensure you have the income you need today and also guide you in growing your wealth for a secure future”
Video Link: https://www.youtube.com/embed/maCZyi9WHy8
About Clark Smith
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 2015 to 2020, Clark re-entered the financial sector as a Senior Financial Advisor and Director of Retail Operations. His commitment to nurturing talent led him to become the Head of Training for financial advisors from 2022 to 2024, where he played a pivotal role in shaping highly experienced as well as new financial advisors.
Clark Smith’s career reflects a steadfast dedication to financial excellence and leadership, marked by his strategic vision and commitment to education and mentorship within the industry. His specialization in Retirement Financial Planning underscores his passion for guiding clients towards secure and fulfilling retirements.
Learn more: https://goldenyearsria.com/
Recent Interviews and News
Clark Smith discusses retirement challenges: Clark Smith, President of Golden Years Financial, Interviewed on The Influential Entrepreneurs Podcast Discussing Retirement Challenges – Authority Press Wire
Insurance products are offered through the insurance business Golden Years Financial. Golden Years Financial is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by Golden Years Financial are not subject to Investment Adviser requirements. Investing involves risk, including the potential loss of principal. Any references to protection, safety or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the issuing carrier. This podcast is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. Golden Years Financial is not permitted to offer and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Golden Years Financial.

Clark Smith, President of Golden Years Financial, Interviewed on The Influential Entrepreneurs Podcast Discussing Retirement Challenges

Clark Smith discusses retirement challenges
Listen to the interview on the Business Innovators Radio Network: Interview with Clark Smith President of Golden Years Financial Discussing Retirement Challenges 
In this episode of Influential Entrepreneurs, host Mike Saunders welcomes Clark Smith, president of Golden Years Financial, to discuss retirement challenges. Clark shares his personal journey into the financial services industry, highlighting the impactful life experiences that shaped his understanding of the importance of retirement planning. He recounts the struggles of his grandmother, who faced financial difficulties in her later years after losing her husband, emphasizing the need for preparation and foresight in retirement. Clark’s story illustrates the significant role that early experiences can play in guiding one’s career choices and the critical importance of retirement planning for individuals and families.
Retirement is often perceived as the ultimate reward for years of hard work—a finish line where individuals can finally relax and enjoy the fruits of their labor. However, this perspective can be misleading. As Clark Smith, president of Golden Years Financial, highlights in his podcast, retirement can present a host of unforeseen challenges that may not only disrupt the idyllic vision many have but also create significant anxiety for retirees.
One of the most pressing challenges retirees face is the potential for dwindling income. After years of receiving a steady paycheck, many individuals find themselves in a new phase where their income streams may start to diminish. This shift can lead to a constant undercurrent of anxiety, as retirees grapple with the reality of managing their finances without the regular income they once relied on. The unpredictability of stock markets can exacerbate this issue, turning what was once a solid financial plan into a precarious balancing act.
Inflation is another critical factor that can erode the purchasing power of retirees. Clark recalls the inflationary period that began in the late 1960s, serving as a reminder of how rising prices can transform simple pleasures into luxuries that may become out of reach. For retirees, a consistent increase in living costs can significantly impact their quality of life, especially if their income does not keep pace with inflation. As Clark points out, having sufficient income can mitigate the effects of inflation, allowing retirees to maintain their lifestyle despite rising costs.
Health issues can arise unexpectedly during retirement, adding another layer of complexity to financial planning. Clark notes that about 70% of Americans will require long-term care at some point in their lives, which can lead to significant financial strain. The emotional and financial burden of healthcare costs can transform what should be the “golden years” into a struggle for dignity and security. This reality underscores the importance of planning for potential health-related expenses well in advance.
Clark shared: “Golden Years Financial is dedicated to assisting individuals in achieving the retirement of their dreams. Our goal is to empower you to leave the job behind while maintaining your income, all while having contingency plans in place for life’s unexpected challenges. We ensure you have the income you need today and also guide you in growing your wealth for a secure future.”
Video Link: https://www.youtube.com/embed/2YzDypIp76g
About Clark Smith
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 2015 to 2020, Clark re-entered the financial sector as a Senior Financial Advisor and Director of Retail Operations. His commitment to nurturing talent led him to become the Head of Training for financial advisors from 2022 to 2024, where he played a pivotal role in shaping highly experienced as well as new financial advisors.
Clark Smith’s career reflects a steadfast dedication to financial excellence and leadership, marked by his strategic vision and commitment to education and mentorship within the industry. His specialization in Retirement Financial Planning underscores his passion for guiding clients towards secure and fulfilling retirements.
Learn more: https://goldenyearsria.com/

Insurance products are offered through the insurance business Golden Years Financial. Golden Years Financial is also an Investment Advisory practice that offers products and services through AE Wealth Management, LLC (AEWM), a Registered Investment Adviser. AEWM does not offer insurance products. The insurance products offered by Golden Years Financial are not subject to Investment Adviser requirements. Investing involves risk, including the potential loss of principal. Any references to protection, safety or lifetime income, generally refer to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength and claims paying abilities of the issuing carrier. This podcast is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. Golden Years Financial is not permitted to offer and no statement made during this show shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained herein provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by Golden Years Financial.

From Philomath to Global Visibility: Dr. Tamara “Tami” Wiese Patzer Featured in Portland News as an AI-Verified Media Authority

Dr. Tamara “Tami” Wiese Patzer, a small-town Oregon native turned global AI visibility expert, is featured in Portland News for her groundbreaking work helping leaders become discoverable by AI. Founder of the AI Visibility Project™, she created frameworks like Total Audience Market Immersion™ and Genesis Trust Verified™ to ensure experts are seen, trusted, and recommended by both humans and machines in the new era of digital influence.

Lee Morris, Vice President of Underwriting of Life & Annuity Brokerage with Gallagher, Inc., Interviewed on the Influential Entrepreneurs Podcast

Listen to the interview on the Business Innovators Radio Network: Interview with Lee Morris, Vice President of Underwriting of Life & Annuity Brokerage with Gallagher, Inc.
Lee Morris, Vice President of Underwriting of Life and Annuity Brokerage at Gallagher Incorporated. Lee shares her unique journey into the underwriting field, revealing that few aspire to become underwriters. She began her career at State Farm as a life underwriting management trainee, where she had the opportunity to choose between service and the technical aspects of underwriting. With 34 years of experience, including 17 years at a carrier with significant signing authority, Lee transitioned to the sales side, providing valuable insights into the underwriting process. She discusses her trademarked underwriting training program and her certification in EKG interpretation, highlighting the depth of her expertise in the industry.
The underwriting process in life insurance is often viewed as a rigid and formulaic procedure. However, as discussed in the podcast episode featuring Lee Morris, Vice President of Underwriting at Gallagher Incorporated, it is inherently subjective. This subjectivity stems from various factors, primarily the individual experiences and perspectives of underwriters, which can significantly influence case assessments.

Individual Perspectives: Each underwriter brings their unique experiences to the table. For instance, Lee shared a personal anecdote about her son and ex-husband, both of whom were severe asthmatics. This personal experience shaped her understanding of asthma-related risks differently than what might be indicated in underwriting manuals. Such insights can lead to more favorable assessments for applicants who might otherwise be categorized as high risk based solely on clinical data.
Variability in Assessments: Lee highlighted that even when multiple underwriters review the same case, they may arrive at different conclusions. Lee noted that in underwriting meetings, it was common for ten underwriters to have eight different perceptions of a single risk. This variability underscores the fact that underwriting is not merely a mechanical process; it involves human judgment and interpretation.
Influence of Guidelines: While established guidelines and reinsurance manuals are utilized by most carriers, the interpretation of these guidelines can vary widely among underwriters. Lee pointed out that although carriers may market themselves as having specific advantages for certain medical conditions, many use the same foundational manuals. The subjective nature of underwriting means that one underwriter might view a risk as manageable, while another might see it as too risky, leading to different outcomes for applicants.
Emotional Factors: Underwriters are human and, like anyone else, they can have good and bad days. Lee emphasized that an underwriter’s mood or emotional state can influence their decision-making process. This human element adds another layer of complexity to the underwriting process, potentially leading to inconsistencies in how cases are evaluated.

Gallagher’s underwriting team aims to navigate this subjectivity by providing a comprehensive understanding of the underwriting process. They focus on:

Technical Expertise: By leveraging their deep knowledge of medical information and underwriting processes, Gallagher’s team can better advocate for clients and advisors. This expertise allows them to present cases in a way that highlights the nuances and complexities that might otherwise be overlooked.
Managing Expectations: Lee emphasized the importance of setting realistic expectations for agents and clients. By explaining the subjective nature of underwriting and the factors that influence assessments, Gallagher helps clients understand potential outcomes and prepares them for the underwriting journey.
Advocacy and Partnership: Gallagher positions itself as an extension of the agent’s office, advocating for the client while also protecting the carrier’s interests. This partnership approach fosters a collaborative environment where the goal is to find solutions rather than simply deny cases.

Lee said: “Underwriting subjectivity can create waves for your applicant’s life insurance application, so make sure you have the expertise of Gallagher Underwriting to help navigate you to ‘smooth sailing”
In conclusion, the underwriting process in life insurance is far from a straightforward, one-size-fits-all procedure. The subjectivity inherent in the process, influenced by individual underwriters’ experiences, perspectives, and emotional states, plays a crucial role in case assessments. Gallagher’s approach to underwriting seeks to navigate these complexities by combining technical expertise with a human touch, ultimately aiming to create win-win scenarios for all parties involved.
Video Link: https://www.youtube.com/embed/e6xkXBH7nNs
About Lee Morris
Lee Morris is Vice President of Underwriting, Life & Annuity Brokerage who rejoined the Gallagher Life & Executive Benefits consulting team in January of 2023.
Lee Morris has been in the insurance industry specializing in technical underwriting risk management for over 33 years. She is known for her astute ability to merge the technical attributes of underwriting with the art of modern-day medical advancements and interpretation while protecting the interests of all stakeholders. Lee’s strong experience with the top one percent of the wealth management firms and the ultra-affluent market demonstrates her ability to address the needs of clients requiring an enhanced “boutique” encounter.
Certified in EKG interpretation and a dynamic presenter, Lee’s past experience of 17 years at the carrier include being Assistant Chief leading one of the top premium distributions in the high-net-worth arena.  She is one of very few in the brokerage market who achieved a prior insurance carrier underwriting single signature authority of $20M dollars.
Lee holds a Cum Laude Bachelor of Science Degree in Accounting from Grambling St. University, Grambling, LA.  She enjoys her free time volunteering with the K-12 school she is the co-founder of, hunting, shopping and is the mother to one son, Evan who is a Senior Pre-Med student at Morehouse College in Atlanta, Ga.
Learn more: http://www.ajg.com/  
Take advantage of the Gallagher Underwriting expertise platform that can move your life insurance consideration from a “success story” to reciprocal “successful solutions” Financial Professionals should ensure they continue to follow the current policies and procedures of their broker dealer and/or registered investment adviser and the insurance carriers they represent on the use of any advertising, third-party materials, sales processes and/or social media/internet use. This marketing presentation in no way supersedes the requirements of a financial professional’s license requirements or the policies and procedures of your broker dealer or registered investment advisory firm. This content is for informational and educational purposes, and is not designed, or intended, to be applicable to any person’s individual circumstances. It should not be considered as investment advice, nor does it constitute a recommendation that anyone engages in (or refrains from) a particular course of action.

Scott Leonardi Founder of Complete Solutions, interviewed on the Influential Entrepreneurs Podcast, Discussing How Long-Term Care Can Devastate Your Retirement Plan

Scott Leonardi discusses the importance of extended care coverage
Listen to the interview on the Business Innovators Radio Network: Interview with Scott Leonardi Founder of Complete Solutions Discussing Home Healthcare
Scott Leonardi, founder of Complete Solutions, to discuss the critical topic of home health care and nursing home care. Scott emphasizes the growing need for long-term care services, revealing that statistically, seven out of ten people will require some form of long-term care in their lives. The discussion explores common misconceptions surrounding long-term care plans and highlights the importance of preparing for potential health challenges as we age.
In today’s society, the realities of aging and health care needs are often overlooked. However, statistics reveal a compelling truth: seven out of ten people will require some form of long-term care during their lifetime. This statistic underscores the critical importance of planning for potential health care needs in the future.
Long-term care encompasses a range of services designed to meet the personal care needs of individuals who are unable to perform basic daily activities due to chronic illness, disability, or aging. This care can take various forms, including:

Home health care: Assistance provided in the comfort of one’s home.
Assisted living: Residential facilities that offer support with daily activities.
Adult daycare: Programs that provide care and companionship for seniors during the day.
Nursing home care: Comprehensive care for individuals with significant health issues.

As we age, the likelihood of needing assistance increases. Scott Leonardi emphasizes that many people hold preconceived notions about long-term care, often believing it won’t happen to them. However, the statistics tell a different story: 70% of individuals will eventually require some form of care.
One of the most pressing issues surrounding long-term care is the financial burden it can impose. The average cost of long-term care in the United States exceeds $10,000 per month, which can quickly deplete savings and assets. Many individuals mistakenly assume that Medicare or their health insurance will cover these costs, but the reality is that most plans do not provide coverage for custodial care, which is often the type of care needed.
This financial strain can lead to significant challenges for families, as they may find themselves unprepared to handle the costs associated with long-term care. Scott highlights that many people do not set aside sufficient funds for this eventuality, often ignoring the need for a comprehensive plan.
Given the high probability of needing long-term care, it is crucial for individuals to take proactive steps in their planning. Here are some strategies to consider:

Educate Yourself: Understanding the different levels of care and the associated costs is the first step in effective planning. Knowledge is power, and being informed can help individuals make better decisions.
Consider Long-Term Care Insurance: Traditional long-term care insurance can provide a safety net, although it comes with its own set of challenges, such as increasing premiums. Exploring options like asset-based long-term care insurance can also be beneficial, as they offer a way to leverage existing assets for future care needs.
Create a Financial Plan: Setting aside funds specifically for long-term care can help mitigate the financial impact. The most strategic way to do this is to use an asset based Long Term Care plan.  This leveraging concept can give you a larger, tax free pool of money to use for care.  If care is not needed the money goes back to your beneficiaries.
Discuss with Family: Open conversations with family members about long-term care preferences and financial planning can ensure that everyone is on the same page and prepared for the future.
Utilize Resources: Books and resources, such as Scott Leonardi’s “Don’t Go Broke in a Nursing Home,” can provide valuable insights and strategies for planning.

Scott shared: “We serve as a trusted partner to our clients delivering smart, personalized planning that helps reduce taxes, protect assets, and preserve wealth across generations”
Video Link: https://www.youtube.com/embed/qjpHzMMaIZg
About Scott Leonardi
Scott Leonardi began serving families in 1995 as a licensed Life & Health insurance agent. In 1998, he founded Complete Solutions, a holistic planning firm dedicated to helping individuals and business owners protect their future. As a Certified Financial Fiduciary® and member of the National Association of Certified Financial Fiduciaries, Scott is committed to putting his clients’ best interests first.
A passionate advocate for financial education, Scott co-authored *Don’t Go Broke in a Nursing Home* to help people avoid costly mistakes that threaten their life’s work. His mission is to align insurance coverage with each client’s unique needs and lifestyle.
Outside of work, Scott enjoys time with his wife, five children, one granddaughter, and three Dobermans—and continues to campaign for that family boat.
 
Learn More: https://www.completesolutions.insure/
Recent news and interviews:

Scott Leonardi discusses what can mess up good retirement plans: Scott Leonardi, Founder of Complete Solutions, interviewed on The Influential Entrepreneurs Podcast, Discussing What Can Mess Up A Good Retirement Plan
Scott Leonardi discusses the importance of guaranteed income: Scott Leonardi Founder of Complete Solutions Interviewed on The Influential Entrepreneurs Podcast, Discussing Guaranteed Income

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