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Influential Entrepreneurs with Mike Saunders, MBA

Influential Entrepreneurs with Mike Saunders, MBA

著者： Mike Saunders MBA
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Interviews with Elite Business Leaders & Experts sharing tips and strategies for elevating your business to the next level.Influential Entrepreneurs 経済学
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  • Interview with Jon Bowles, Founder of JLB Financial

    Interview with Jon Bowles, Founder of JLB Financial
    2026/07/16
    For nearly three decades, He has helped Southern California families plan for complex financial goals — building retirement income, protecting what they’ve earned, managing taxes, and passing on what matters to the people they love.

    Since 1997, Jon has worked with hundreds of individuals, families, and business owners to build and execute comprehensive retirement income plans. I’ve guided clients through two major economic downturns, and those experiences shaped the cornerstone of my practice: preserving capital comes first. Growth matters, but in retirement, what you keep matters more.

    His approach is holistic. He looks at the financial house from every angle — wealth management, retirement income, tax planning, Medicare and IRMAA exposure, Social Security timing, and legacy — because these pieces don’t work in isolation, and neither should your plan. Trust review and trust planning are a core part of that work: he regularly helps families make sure their trusts still reflect their wishes, their assets, and current law — not the circumstances of a decade ago. And as an IRMAA Certified Planner, Jon pays particular attention to a cost most retirees never see coming: Medicare premium surcharges that can quietly drain tens of thousands from a retirement over time.

    Jon is a graduate of UCLA and began his career at Morgan Stanley Dean Witter, followed by Citi Personal Wealth Management and NettWorth Financial Group, before founding his own firm. That path — from Wall Street institutions to independent practice — was deliberate. Independence means his recommendations answer to people’s goals, not a product shelf.

    Away from the office, Jon is a husband and father of three. His wife, an attorney, and I built our family the same way he helps clients build their retirements: with hard work, discipline, and a long view. Watching their kids grow into their own success is a daily reminder of why this work matters — a well-built plan isn’t just about them. It’s about everyone who comes after them.

    Whether they’re just beginning to think about retirement or need a second opinion on an existing plan, He’ll take the time to understand their unique situation and give them straight answers.

    Jon L. Bowles is an investment adviser representative with Secure Investment Management and holds California Insurance License #0C88392.

    Learn more: http://www.jlbfinanciallegacyplanning.com/

    Secure Investment Management, LLC (“SIM”) is an investment adviser registered with the U.S. Securities and Exchange Commission. Registration as an investment adviser does not imply a certain level of skill or training. Our Form ADV disclosure documents are available upon request or on the SEC’s Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov.

    Influential Entrepreneurs with Mike Saunders
    https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

    Source: https://businessinnovatorsradio.com/interview-with-jon-bowles-founder-of-jlb-financial
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    23 分
  • Interview with Rick Miller, Founder of Miller Wealth Planning Discussing Protecting the Surviving Spouse in Retirement

    Interview with Rick Miller, Founder of Miller Wealth Planning Discussing Protecting the Surviving Spouse in Retirement
    2026/07/17
    At Miller Wealth Planning, we provide Doctors, business owners and other high-net-worth individuals a comprehensive, bulletproof financial plan. Rick has put together an exceptionally talented and experienced team to show you how to manage the numerous risks high-net-worth professionals face.

    These risks include: tax risk; market risk; longevity risk (running out of money); inflation risk; long-term care risk, lawsuit risk, and loss of income risk, among others. Your freedom from worry is our objective.

    Rick credentials include: Certificate in Financial Planning; IRMAA Certified Planner; Certified Dementia Practitioner and Investment Advisor Representative.

    Rick has Master’s degrees in English and Counseling along with broad experience in business creation, real estate investing and more.

    Learn more: https://www.thecaregapsolution.com/

    The opinions expressed on this show by the host and Fredric W. (Rick) Miller are their own and do not reflect the opinions of this radio or television station. All statements and opinions expressed are based upon information believed to be reliable. Although it should not be relied upon as such. Any statements or opinions are subject to change without notice.

    Influential Entrepreneurs with Mike Saunders
    https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

    Source: https://businessinnovatorsradio.com/interview-with-rick-miller-founder-of-miller-wealth-planning-discussing-protecting-the-surviving-spouse-in-retirement
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    21 分
  • Interview with Kevin Nuber Financial Advisor Development Consultant with Simplicity

    Interview with Kevin Nuber Financial Advisor Development Consultant with Simplicity
    2026/07/31
    Kevin Nuber started with an IMO / FMO called LifePro Financial Services in 2004 where he worked for 20 years and helped the company build, scale, and ultimately capitalize the business. As a stock holder, he was able to experience the problems a business faces and what it was like to ultimately capitalize. Now Kevin partners with financial advisors who want to stop being product sales people and instead want to become confident business owners and build a business bigger than just themselves.

    Learn More: https://www.kevinnuber.com/

    Influential Entrepreneurs with Mike Saunders
    https://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/

    Source: https://businessinnovatorsradio.com/interview-with-kevin-nuber-financial-advisor-development-consultant-with-simplicity
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    23 分
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