Interviews with Elite Business Leaders & Experts sharing tips and strategies for elevating your business to the next level.
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Interview with Jennifer Surmacz Founder of Posterity Legal Discussing Relationship Generational Wealth
20:34
20:34
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20:34
Jennifer Surmacz is passionate about helping clients understand the legal intricacies of estate planning. She translates complex legal concepts into easy-to-understand options for each client based on their unique circumstances. Jennifer was born into a military family and lived in several states before settling in Oklahoma. She graduated from Must…
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Interview with Scheavosky McGawion Retirement Benefits Counselor & President of McGawion Insurance Pros
17:51
17:51
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17:51
Serving the men and women who effortlessly serve this great nation, Scheavosky proudly served the country in the United States Air Force on active duty and as a civilian servant for 20 years. He values educating America’s best and brightest with regard to how their Federal Benefits will work for them in retirement. He loves serving his family and l…
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Interview with Jennifer Surmacz, Founder of Posterity Legal Discussing The Horrors of Probate
22:45
22:45
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22:45
Jennifer Surmacz is passionate about helping clients understand the legal intricacies of estate planning. She translates complex legal concepts into easy-to-understand options for each client based on their unique circumstances. Jennifer was born into a military family and lived in several states before settling in Oklahoma. She graduated from Must…
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Interview with James Edward Durden Jr Owner of Edward Financial Group Discussing Living a Tax-Free Retirement
23:56
23:56
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23:56
James Edward Durden Jr. is the owner of Edward Financial Group and a seasoned financial professional with a strong educational background. He holds a double bachelor’s degree in Finance and Risk Management, equipping him with a comprehensive understanding of financial markets and risk assessment. Known for his high ethical standards and passion for…
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Interview with James Edward Durden Jr Owner of Edward Financial Group Discussing Where to Start With Retirement?
20:36
20:36
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20:36
James Edward Durden Jr. is the owner of Edward Financial Group and a seasoned financial professional with a strong educational background. He holds a double bachelor’s degree in Finance and Risk Management, equipping him with a comprehensive understanding of financial markets and risk assessment. Known for his high ethical standards and passion for…
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Interview with Chase Insogna CEO and Founder of Insogna CPA
19:09
19:09
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19:09
Chase Insogna is an expert in tax planning and financial advisory with over two decades of experience. As the founder and president of Insogna CPA in Austin, Texas, his growing experienced team help transform the financial futures of many valued clients through strategic tax planning and advisory services, with a large vertical in e-commerce busine…
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Interview with Mehran Rad Founder & President of R & AP Financial Discussing Risks of Retirement
23:25
23:25
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23:25
Mehran Rad is an Investment Advisor Representative with a passion in helping retirees, and those approaching retirement, to avoid the common financial mistakes of retirement through comprehensive financial planning. As a Fiduciary, Mehran works diligently with his clients to help them take control of their financial future through education and use…
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