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George McReynolds, CFP® is a veteran wealth manager, tax strategist, and best-selling author who has spent four decades at the intersection of money, taxes, and real-world decision-making. After leaving public safety in 1985, George entered banking, where his early grounding in tax fundamentals made him a natural fit for working with business owners and affluent borrowers. He became a go-to resource within private banking circles, earning what he describes as a “ringside seat” to how wealthy families actually manage — and mismanage — money. In 1994, after discovering The Great Boom Ahead by Harry Dent, George returned to school to earn his Certified Financial Planner™ designation. Around the same time, he opened a tax preparation practice and worked inside a high-volume tax firm preparing blue-collar returns under intense time pressure. Then followed a CPA firm serving business owners and high-net-worth families. That experience gave him an unusually broad view of the tax system — from the simplest returns to the most complex. After passing the CFP® board exam, George was recruited to a prestigious investment firm on Philadelphia’s Main Line. Soon after, he launched a comprehensive financial planning program inside the credit union of a major pharmaceutical company, where he helped more than a thousand pharma employees and retirees navigate retirement, taxes, stock compensation, and benefit decisions. In 2001, George published his first book, Prosperity by Design, and became an independent advisor. Since then, he has authored or contributed to multiple books, including The Longevity Trap, Defuse the Tax Bomb, Uncle Joe’s Gems, The Pension Shield Option™, Stop, DROP and Roll, Retire Abundantly, and Expert Stories and he wrote the foreword to The New Holistic Retirement, and 9 Money Mistakes Doctors Make. George has spoken internationally at venues including Oxford University, the Royal Society of Medicine, the London Stock Exchange, the Harvard Club of Boston, and the FBI National Academy Association. He has been featured in CNN, the Financial Times, Yahoo! Finance, Business Insider, and Philadelphia Life magazine. Defuse the Tax Bomb distills the framework George developed after watching too many successful families lose hundreds of thousands of dollars to taxes they never saw coming — not because they made bad decisions, but because no one showed them how the system actually works over time. Learn more: https://www.mcwealth.com/ Or buy the book at: https://justabundance.com/ Securities and Advisory Services offered through LPL Financial, registered investment advisor. Member FINRA/SIPC Influential Entrepreneurs with Mike Saunders https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/ Source: https://businessinnovatorsradio.com/interview-with-george-mcreynolds-founder-of-mcreynolds-company-discussing-fixing-the-survivor-jaw

George McReynolds, CFP® is a veteran wealth manager, tax strategist, and best-selling author who has spent four decades at the intersection of money, taxes, and real-world decision-making. After leaving public safety in 1985, George entered banking, where his early grounding in tax fundamentals made him a natural fit for working with business owners and affluent borrowers. He became a go-to resource within private banking circles, earning what he describes as a “ringside seat” to how wealthy families actually manage — and mismanage — money. In 1994, after discovering The Great Boom Ahead by Harry Dent, George returned to school to earn his Certified Financial Planner™ designation. Around the same time, he opened a tax preparation practice and worked inside a high-volume tax firm preparing blue-collar returns under intense time pressure. Then followed a CPA firm serving business owners and high-net-worth families. That experience gave him an unusually broad view of the tax system — from the simplest returns to the most complex. After passing the CFP® board exam, George was recruited to a prestigious investment firm on Philadelphia’s Main Line. Soon after, he launched a comprehensive financial planning program inside the credit union of a major pharmaceutical company, where he helped more than a thousand pharma employees and retirees navigate retirement, taxes, stock compensation, and benefit decisions. In 2001, George published his first book, Prosperity by Design, and became an independent advisor. Since then, he has authored or contributed to multiple books, including The Longevity Trap, Defuse the Tax Bomb, Uncle Joe’s Gems, The Pension Shield Option™, Stop, DROP and Roll, Retire Abundantly, and Expert Stories and he wrote the foreword to The New Holistic Retirement, and 9 Money Mistakes Doctors Make. George has spoken internationally at venues including Oxford University, the Royal Society of Medicine, the London Stock Exchange, the Harvard Club of Boston, and the FBI National Academy Association. He has been featured in CNN, the Financial Times, Yahoo! Finance, Business Insider, and Philadelphia Life magazine. Defuse the Tax Bomb distills the framework George developed after watching too many successful families lose hundreds of thousands of dollars to taxes they never saw coming — not because they made bad decisions, but because no one showed them how the system actually works over time. Learn more: https://www.mcwealth.com/ Or buy the book at: https://justabundance.com/ Securities and Advisory Services offered through LPL Financial, registered investment advisor. Member FINRA/SIPC Influential Entrepreneurs with Mike Saunders https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/ Source: https://businessinnovatorsradio.com/interview-with-george-mcreynolds-founder-of-mcreynolds-company-discussing-inflation-and-safety-jaws

George McReynolds, CFP® is a veteran wealth manager, tax strategist, and best-selling author who has spent four decades at the intersection of money, taxes, and real-world decision-making. After leaving public safety in 1985, George entered banking, where his early grounding in tax fundamentals made him a natural fit for working with business owners and affluent borrowers. He became a go-to resource within private banking circles, earning what he describes as a “ringside seat” to how wealthy families actually manage — and mismanage — money. In 1994, after discovering The Great Boom Ahead by Harry Dent, George returned to school to earn his Certified Financial Planner™ designation. Around the same time, he opened a tax preparation practice and worked inside a high-volume tax firm preparing blue-collar returns under intense time pressure. Then followed a CPA firm serving business owners and high-net-worth families. That experience gave him an unusually broad view of the tax system — from the simplest returns to the most complex. After passing the CFP® board exam, George was recruited to a prestigious investment firm on Philadelphia’s Main Line. Soon after, he launched a comprehensive financial planning program inside the credit union of a major pharmaceutical company, where he helped more than a thousand pharma employees and retirees navigate retirement, taxes, stock compensation, and benefit decisions. Learn more: https://www.mcwealth.com/ Or buy the book at: https://justabundance.com/ Securities and Advisory Services offered through LPL Financial, registered investment advisor. Member FINRA/SIPC Influential Entrepreneurs with Mike Saunders https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/ Source: https://businessinnovatorsradio.com/interview-with-george-mcreynolds-founder-of-mcreynolds-company-discussing-healthcare-and-long-term-care

George McReynolds, CFP® is a veteran wealth manager, tax strategist, and best-selling author who has spent four decades at the intersection of money, taxes, and real-world decision-making. After leaving public safety in 1985, George entered banking, where his early grounding in tax fundamentals made him a natural fit for working with business owners and affluent borrowers. He became a go-to resource within private banking circles, earning what he describes as a “ringside seat” to how wealthy families actually manage — and mismanage — money. In 1994, after discovering The Great Boom Ahead by Harry Dent, George returned to school to earn his Certified Financial Planner™ designation. Around the same time, he opened a tax preparation practice and worked inside a high-volume tax firm preparing blue-collar returns under intense time pressure. Then followed a CPA firm serving business owners and high-net-worth families. That experience gave him an unusually broad view of the tax system — from the simplest returns to the most complex. After passing the CFP® board exam, George was recruited to a prestigious investment firm on Philadelphia’s Main Line. Soon after, he launched a comprehensive financial planning program inside the credit union of a major pharmaceutical company, where he helped more than a thousand pharma employees and retirees navigate retirement, taxes, stock compensation, and benefit decisions. In 2001, George published his first book, Prosperity by Design, and became an independent advisor. Since then, he has authored or contributed to multiple books, including The Longevity Trap, Defuse the Tax Bomb, Uncle Joe’s Gems, The Pension Shield Option™, Stop, DROP and Roll, Retire Abundantly, and Expert Stories and he wrote the foreword to The New Holistic Retirement, and 9 Money Mistakes Doctors Make. George has spoken internationally at venues including Oxford University, the Royal Society of Medicine, the London Stock Exchange, the Harvard Club of Boston, and the FBI National Academy Association. He has been featured in CNN, the Financial Times, Yahoo! Finance, Business Insider, and Philadelphia Life magazine. Defuse the Tax Bomb distills the framework George developed after watching too many successful families lose hundreds of thousands of dollars to taxes they never saw coming — not because they made bad decisions, but because no one showed them how the system actually works over time. Learn more: https://www.mcwealth.com/ Or buy the book at: https://justabundance.com/ Securities and Advisory Services offered through LPL Financial, registered investment advisor. Member FINRA/SIPC Influential Entrepreneurs with Mike Saunders https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/ Source: https://businessinnovatorsradio.com/interview-with-george-mcreynolds-founder-of-mcreynolds-company-discussing-the-longevity-trap

Christopher Dixon is the Co-Founder of Oxford Advisory Group. He is responsible for the company vision and business strategy. Chris focuses on tax efficient strategies for retirees and advanced tax planning. Chris received his Bachelor of Science. He graduated with Political Science Honors. He also studied through Harvard Business School and received his certificate in Sustainable Business Strategy. He is a Registered Financial Consultant focused on helping retirees develop tax efficient strategies and income planning. He is also responsible for securing banking relationships with some of the top banks on Wall Street. Christopher is a speaker at the firm’s informational seminars on Taxes in Retirement and Social Security. Christopher regularly trains other advisors from around the country on tax strategies for retirees. He is co-host of Reinventing Retirement TV on ABC 10, NBC 8 and Fox 13. Reinventing Retirement Radio on WFLA 93.1, Chris is co-author of Total Tax Free Retirement book. He has authored articles in Newsmax Finance and also been featured in Yahoo! News Nasdaq and US News. Chris sits on the board of the Advent Health Foundation. Learn More: https://oxfordadvisorygroup.com/ This is prepared for informational purposes only. It does not address specific investment objectives, or the financial situation, and the particular needs of any person who may receive this report. The information herein was obtained from various sources. Oxford Advisory Group does not guarantee the accuracy or completeness of information provided by third parties. The information in this report is given as of the date indicated and is believed to be reliable. Oxford Advisory Group assumes no obligation to update this information or to advise on further developments relating to it. Influential Entrepreneurs with Mike Saunders https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/ Source: https://businessinnovatorsradio.com/interview-with-christopher-dixon-co-founder-of-oxford-advisory-group

Apryl Pope, CFP®, CPFA®, CEPA®, is the Founder and Lead Financial Advisor of Pope Financial Planning, where she helps successful professionals approaching retirement turn what they’ve built into a clear plan for what comes next. With more than a decade of experience, Apryl serves as a Personal CFO to individuals and couples typically within 10 years of retirement, coordinating retirement, investments, taxes, insurance, estate planning, and other major financial decisions. Her planning-first approach provides comprehensive guidance without requiring clients to move all of their existing investments. A former Peace Corps Volunteer and lifelong educator, Apryl was named a 2025 Woman of Excellence by the National Association of Plan Advisors. She lives in Cincinnati with her husband and three sons and understands firsthand how career, family, and life priorities shape financial decisions. Her goal is to help clients move from asking, “Have I done enough?” to feeling confident about what comes next. Lear More: https://www.popefinancialplanning.com/ The opinions voiced in this show are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. Influential Entrepreneurs with Mike Saunders https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/ Source: https://businessinnovatorsradio.com/interview-with-apryl-pope-founder-of-pope-financial-planning-discussing-from-saving-your-money-to-living-on-it

Apryl Pope, CFP®, CPFA®, CEPA®, is the Founder and Lead Financial Advisor of Pope Financial Planning, where she helps successful professionals approaching retirement turn what they’ve built into a clear plan for what comes next. With more than a decade of experience, Apryl serves as a Personal CFO to individuals and couples typically within 10 years of retirement, coordinating retirement, investments, taxes, insurance, estate planning, and other major financial decisions. Her planning-first approach provides comprehensive guidance without requiring clients to move all of their existing investments. A former Peace Corps Volunteer and lifelong educator, Apryl was named a 2025 Woman of Excellence by the National Association of Plan Advisors. She lives in Cincinnati with her husband and three sons and understands firsthand how career, family, and life priorities shape financial decisions. Her goal is to help clients move from asking, “Have I done enough?” to feeling confident about what comes next. Learn More: https://www.popefinancialplanning.com/ The opinions voiced in this show are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. Influential Entrepreneurs with Mike Saunders https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/ Source: https://businessinnovatorsradio.com/interview-with-apryl-pope-founder-of-pope-financial-planning-discussing-your-retirement-accounts-arent-a-retirement-strategy

Jorge brings over three decades of experience helping financial advisors grow their practices through structured, data-driven marketing strategies. His work has focused heavily on seminar and workshop-based approaches that create consistent opportunities for advisors to connect with qualified prospects and build long-term relationships. Learn More: https://www.marketingadvisorsintomillions.com/ Influential Entrepreneurs with Mike Saunders https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/ Source: https://businessinnovatorsradio.com/interview-with-jorge-villar-founder-of-the-marketing-advisors-into-millions-program

Apryl Pope, CFP®, CPFA®, CEPA®, is the Founder and Lead Financial Advisor of Pope Financial Planning, where she helps successful professionals approaching retirement turn what they’ve built into a clear plan for what comes next. With more than a decade of experience, Apryl serves as a Personal CFO to individuals and couples typically within 10 years of retirement, coordinating retirement, investments, taxes, insurance, estate planning, and other major financial decisions. Her planning-first approach provides comprehensive guidance without requiring clients to move all of their existing investments. A former Peace Corps Volunteer and lifelong educator, Apryl was named a 2025 Woman of Excellence by the National Association of Plan Advisors. She lives in Cincinnati with her husband and three sons and understands firsthand how career, family, and life priorities shape financial decisions. Her goal is to help clients move from asking, “Have I done enough?” to feeling confident about what comes next. Learn More: https://www.popefinancialplanning.com/ The opinions voiced in this show are for general information only and are not intended to provide specific advice or recommendations for any individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision. Source: https://businessinnovatorsradio.com/interview-with-apryl-pope-founder-of-pope-financial-planning-discussing-have-i-done-enough-to-retire

Derek is a CFP® with 20+ years in financial advice. He helps hundreds of families and business owners plan for retirement, weather life events, and stay invested through market cycles. In 2013, He tooks his practice fully virtual, an early bet that technology could make advice more accessible and human at the same time. Founded & CEO of Couplr AI in 2022 because the way most people find a financial advisor is broken. Directories match on geography and credentials which misses what actually determines whether the relationship lasts: fit, communication style, and how you make decisions. Couplr’s engine uses 1,300+ behavioral and financial variables to match consumers with financial advisors on a much more human level. On the firm side, they help wealth and insurance organizations grow more predictably by matching the right prospects with the right advisors from day one with our CouplrMatch product. They also drive organic growth through our prospect and client enrichment tool, Couplr IQ. The For the Love of Money a LinkedIn newsletter with 20,000+ subscribers on money, fintech, behavioral finance, and what are learning through their industry work and research. He co-founded the REBL Dads community to help dads become better leaders at home and work. Host an annual gathering on Necker Island. Out of that community, Derek co-authored REBL Dad, a book revealing what 100+ dads share about successful leadership at home and work, with a foreword by Sir Richard Branson. Outside of work, he is a husband, dad, and lifelong tinkerer. Love travel, surfing, dogs, and turning wrenches on cars, the hands-on stuff that keeps him grounded. Learn more: https://www.couplr.ai/ Influential Entrepreneurs with Mike Saunders https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/ Source: https://businessinnovatorsradio.com/interview-with-derek-notman-founder-ceo-of-couplr

Justin Woodbury is a financial advisor, podcaster, and speaker, but the titles he is most proud of are husband to his beautiful wife, Emily, and father to two amazing children, Jackson and Juliette. In 2016, Justin’s life drastically changed when, at just two years old, Jackson was diagnosed with severe autism. Through that incredible journey, Justin learned to value different ways of thinking and living. Where most people welcome normal or the status quo, he learned to embrace different. For that and so much more, Justin will forever be grateful and humbled that God gifted their family Jackson, who is perfect as he is. During his time as Chief Marketing Officer at an IMO, Justin visited dozens of financial advisors’ offices across the country. He began to notice that the conversations he had with advisors in their offices and homes were different from the conversations they had at IMO headquarters or industry events. Advisors opened up to him about their concerns, goals, frustrations, and aspirations in ways they often wouldn’t have in a more formal environment. Justin discovered that when he truly listened, not with his “CMO” hat on or preparing to overcome an objection, but as a friend and colleague, advisors had a lot to say. More importantly, he realized that if he wanted to be a successful leader, he had a lot to learn from them. Those conversations shaped the way he led his marketing team and continue to influence the way he works with financial advisors today. In 2024, after 15 years in the IMO space, Justin resigned to become a financial advisor. It didn’t take long for him to realize how much he missed what he had spent years becoming great at: working with financial advisors. That realization led him to launch Beyond The IMO™, a transparent, advisor-first platform where financial professionals can learn, hear different perspectives, challenge conventional industry thinking, and engage with other industry leaders. Learn more: https://beyondtheimo.com/ Influential Entrepreneurs with Mike Saunders https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/ Source: https://businessinnovatorsradio.com/interview-with-justin-woodbury-founder-of-beyond-the-imo

Alex Khassa is the founder and CEO of Clients Blackbox, a Meta Ads agency in Austin, Texas. The firm runs Meta ad campaigns for companies across financial services, from wealth management and private credit to fintech, lending, banking, and insurance. Its video first approach turns cold audiences into qualified customers. Clients range from emerging firms to enterprises managing more than $10 billion. In 2026, Inc. magazine ranked Clients Blackbox No. 641 on the Inc. 5000 list of the fastest growing private companies in America, with 536 percent revenue growth over three years. Learn more: https://www.clientsblackbox.com/ Influential Entrepreneurs with Mike Saunders https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/ Source: https://businessinnovatorsradio.com/interview-with-alex-khassa-founder-and-ceo-of-clients-blackbox

A native of Columbia, SC, Ben is Co-Founder of Ready2Retire™, the leading retirement planning firm for people who want to retire with confidence. Ben greatly appreciates customer service and client satisfaction, honed from over 20 years of experience, and is recognized nationwide as a top retirement, insurance, Medicare, and Social Security planner. He has over 2,000 clients and has educated over 10,000 people. Ben is also President and COO of Insurance Advantage, an employee benefits agency he co-founded 13 years ago. Ben has previously served as COO of a human resources staffing firm and as Vice President of Asia and Europe for an American software company. Ben has extensive experience in economic development and consulting and worked as a Business Recruiter for South Carolina. Since Ben opened the Japan office in 2012, South Carolina has received over $2.2 billion in investment. In 2014, he was hired to write the Strategic Plan for the State of South Carolina. Based on ten years working overseas in Japan, Brazil, & Spain, he wrote the Amazon Best Seller The Global Superstar: How Your Students Can Develop an Advantage over Global Competition to help students prepare for careers in this changing economy. He holds a Bachelor’s degree in Finance from Morehouse College, an International MBA from The University of South Carolina, and certificates from UNC and Temple University. He’s conversant in Japanese, Portuguese, and Spanish. He has served on numerous boards, including the South Carolina Independent Colleges and Universities Association, the SC Chamber of Commerce, and the Columbia (SC) Chamber of Commerce. He’s a member of the Nashville City Club and the Nashville Kiwanis Club. Ben splits time between his homes in Nashville, TN, and Columbia, SC, with his wife Kim, their two wonderful daughters Anna & Kate, and their dog Sophie. He loves traveling, spending time with friends and family, and helping his clients win. Learn More: https://www.ready2retire.net Influential Entrepreneurs with Mike Saunders https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/ Source: https://businessinnovatorsradio.com/interview-with-ben-green-co-founder-of-ready2retire-author-of-retire-rich-in-the-new-economy

WE Alliance Wealth Advisors if founded on the belief that an integrated Family Office style approach to wealth planning is the best way to protect and maximize the wealth client families work so hard to accumulate. Combine powerful proactive tax strategies, a powerful system of investing called Defined Outcome Investing, and a Family Centered approach to estate planning to deliver uncommon results while reducing risk for each client family. Founder Terry Wheeler’s book “Laugh When the Market Crashes” is a must read book outlining this investment approach. The firm and its founder traces its roots back over 35 years with its origins beginning at Dean Witter Reynolds. In the 1990s the founder added a law degree focused on tax and estate planning advocacy. The integrated wealth, tax, and estate planning approach now truly sets them apart in a crowded financial planning space. Learn more: https://weriaadvisors.com/ Buy the book at www.LaughWhenTheMarketCrashes.com Advisor Coaching at www.StrategicWealthLegal.com Any opinions, projections, or forward-looking statements expressed herein are solely those of the author, may differ from the views or opinions expressed by WE Alliance Wealth Advisors, and are only for general informational purposes as of the date indicated. All investments involve risk; please consult with a financial advisor prior to investing. Influential Entrepreneurs with Mike Saunders https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/ Source: https://businessinnovatorsradio.com/interview-with-terry-wheeler-founder-ceo-of-we-alliance-wealth-advisors-discussing-the-retirement-income-blind-spot

WE Alliance Wealth Advisors if founded on the belief that an integrated Family Office style approach to wealth planning is the best way to protect and maximize the wealth client families work so hard to accumulate. Combine powerful proactive tax strategies, a powerful system of investing called Defined Outcome Investing, and a Family Centered approach to estate planning to deliver uncommon results while reducing risk for each client family. Founder Terry Wheeler’s book “Laugh When the Market Crashes” is a must read book outlining this investment approach. The firm and its founder traces its roots back over 35 years with its origins beginning at Dean Witter Reynolds. In the 1990s the founder added a law degree focused on tax and estate planning advocacy. The integrated wealth, tax, and estate planning approach now truly sets them apart in a crowded financial planning space. Learn more: https://weriaadvisors.com/ Buy the book at www.LaughWhenTheMarketCrashes.com Advisor Coaching at www.StrategicWealthLegal.com Any opinions, projections, or forward-looking statements expressed herein are solely those of the author, may differ from the views or opinions expressed by WE Alliance Wealth Advisors, and are only for general informational purposes as of the date indicated. All investments involve risk; please consult with a financial advisor prior to investing. Influential Entrepreneurs with Mike Saunders https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/ Source: https://businessinnovatorsradio.com/interview-with-terry-wheeler-founder-ceo-of-we-alliance-wealth-advisors-discussing-the-estate-planning-blind-spot