Business Innovators Radio

Blake Erickson is the founder of Scaling.com and co-author of the New York Times bestselling book The Science of Scaling.In its first eight months, Scaling.com went from zero to $10 million in revenue — built on the same playbook their company brings to the 500+ companies they advise, ranging from $500K to $10 billion in annual revenue.Over the last five years, his’ recruited, led, and trained more than 1,200 people. As a highly sought after keynote speaker and advisor, he works with entrepreneurs who are serious about building something that grows fast, runs well, and lasts — on a timeline most people think isn’t realistic.Learn More: https://blakeerickson.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-blake-erickson-founder-of-scaling-com-and-co-author-of-the-new-york-times-bestselling-book-the-science-of-scaling

The God Notes: How Sound, Rhythm & Frequency Shape Reality | Lynne McTaggartLynne McTaggart is an internationally award-winning investigative journalist and the author of seminal groundbreaking works on consciousness and human potential, including The Field, The Intention Experiment, and The Power of Eight. Consistently recognized among the world’s top 100 spiritual and science thought leaders, she also serves as the editorial director of the globally renowned health publication, What Doctors Don’t Tell You.​In this transformative masterclass, Lynne unveils the paradigm-shifting science behind her book, The God Notes: How Sound Creates the World. Discover how sound, rhythm, and frequency serve as the master architects of our cellular biology, physical healing, and the cosmos itself—and how understanding these resonant principles allows us to unlock deeper coherence, vitality, and human connection.https://lynnemctaggart.com/Source: https://businessinnovatorsradio.com/lynne-mctaggart-the-god-notes-mark-stephen-pooler

Scott Blackley, CFP®, EA, ABFP®, APMA®, AWMA®, CRPC®, LUTCF® Founder, Trucess Tax Advisory LLCScott Blackley is the founder of Trucess Tax Advisory LLC, a proactive tax planning and advisory firm built for successful business owners, high-income professionals, and affluent families who want more than a tax return filed on time—they want a strategy designed to reduce their lifetime tax burden and help them keep more of the wealth they’re building.Scott’s perspective on tax strategy comes from a background that extends well beyond tax preparation. As both a CERTIFIED FINANCIAL PLANNER™ professional and an Enrolled Agent, he works at the intersection of tax planning, financial planning, retirement, investments, and wealth management. His advanced training is reflected in his ABFP®, APMA®, AWMA®, CFP®, CRPC®, EA, and LUTCF® designations.He founded Trucess Tax Advisory on a simple premise: tax planning has to happen before the return is filed—not after the opportunities to act are gone.Traditional tax preparation looks backward, reporting what has already happened. Trucess works the other direction. Scott and his team evaluate a client’s full financial and tax picture proactively, looking for inefficiencies, missed opportunities, and strategies that may never have been considered.Depending on the client’s circumstances, that analysis can span business and entity structure, retirement plans, real estate and cost segregation, income and deduction planning, Roth conversions, charitable strategies, investment taxation, and other advanced planning opportunities.But Scott believes a strategy should never be implemented simply because it creates a tax deduction. It has to make financial sense first.Every recommendation should have a clear purpose, a measurable potential benefit, and a place within the client’s larger financial plan. Scott believes clients deserve to understand not just what they’re doing, but why they’re doing it and what the strategy could actually mean for their financial future.That philosophy shapes how Trucess operates. Every engagement begins with an evaluation of the client’s current position to identify meaningful planning opportunities. If Trucess doesn’t identify a solution, there is no cost for the initial evaluation.For Scott, tax planning isn’t about chasing loopholes or simply lowering this year’s tax bill. It’s about coordinating taxes with the decisions that build, protect, and ultimately transfer wealth—and looking several moves ahead.Learn more: https://trucesstax.com/Investment Advisory Services are offered through Rossby Financial, LLC, a Registered Investment Adviser. Rossby Financial, LLC and Trucess are not affiliated.Securities transactions cannot be conducted via email or voice messages. Any related requests, or requests for distributions, must be confirmed live with the client.Rossby Financial, LLC does not offer tax or legal advice.This email transmission and any documents, files or previous email messages attached to it may contain information that is confidential or legally privileged. If you are not the intended recipient, you are hereby notified that you must not read this transmission and that any disclosure, copying, printing, distribution, or any action or omission of this transmission is strictly prohibited. If you have received this transmission in error, please immediately notify the sender or return and delete the original transmission and its attachments without reading or saving in any manner.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-scott-blackley-founder-trucess-tax-advisory-discussing-give-every-retained-dollar-a-purpose

Scott Blackley, CFP®, EA, ABFP®, APMA®, AWMA®, CRPC®, LUTCF® Founder, Trucess Tax Advisory LLCScott Blackley is the founder of Trucess Tax Advisory LLC, a proactive tax planning and advisory firm built for successful business owners, high-income professionals, and affluent families who want more than a tax return filed on time—they want a strategy designed to reduce their lifetime tax burden and help them keep more of the wealth they’re building.Scott’s perspective on tax strategy comes from a background that extends well beyond tax preparation. As both a CERTIFIED FINANCIAL PLANNER™ professional and an Enrolled Agent, he works at the intersection of tax planning, financial planning, retirement, investments, and wealth management. His advanced training is reflected in his ABFP®, APMA®, AWMA®, CFP®, CRPC®, EA, and LUTCF® designations.He founded Trucess Tax Advisory on a simple premise: tax planning has to happen before the return is filed—not after the opportunities to act are gone.Traditional tax preparation looks backward, reporting what has already happened. Trucess works the other direction. Scott and his team evaluate a client’s full financial and tax picture proactively, looking for inefficiencies, missed opportunities, and strategies that may never have been considered.Depending on the client’s circumstances, that analysis can span business and entity structure, retirement plans, real estate and cost segregation, income and deduction planning, Roth conversions, charitable strategies, investment taxation, and other advanced planning opportunities.But Scott believes a strategy should never be implemented simply because it creates a tax deduction. It has to make financial sense first.Every recommendation should have a clear purpose, a measurable potential benefit, and a place within the client’s larger financial plan. Scott believes clients deserve to understand not just what they’re doing, but why they’re doing it and what the strategy could actually mean for their financial future.That philosophy shapes how Trucess operates. Every engagement begins with an evaluation of the client’s current position to identify meaningful planning opportunities. If Trucess doesn’t identify a solution, there is no cost for the initial evaluation.For Scott, tax planning isn’t about chasing loopholes or simply lowering this year’s tax bill. It’s about coordinating taxes with the decisions that build, protect, and ultimately transfer wealth—and looking several moves ahead.Learn more: https://trucesstax.com/Investment Advisory Services are offered through Rossby Financial, LLC, a Registered Investment Adviser. Rossby Financial, LLC and Trucess are not affiliated.Securities transactions cannot be conducted via email or voice messages. Any related requests, or requests for distributions, must be confirmed live with the client.Rossby Financial, LLC does not offer tax or legal advice.This email transmission and any documents, files or previous email messages attached to it may contain information that is confidential or legally privileged. If you are not the intended recipient, you are hereby notified that you must not read this transmission and that any disclosure, copying, printing, distribution, or any action or omission of this transmission is strictly prohibited. If you have received this transmission in error, please immediately notify the sender or return and delete the original transmission and its attachments without reading or saving in any manner.Chris Streit is the CEO of CSA Partners, bringing 21 years of experience in accounting and finance to the role. He began his career as a Tax Analyst — a grounding in the fundamentals that has shaped how he thinks about business ever since. He holds a BBA from the University of Texas at Arlington and an MBA in Finance from the University of North Texas.Chris serves on the Board of Directors of the International Dyslexia Association, a reflection of the values he brings to every room he enters: show up, do good work, and treat people right. He joined CSAP in April 2024, and says what he loves most isn’t strategy or spreadsheets — it’s the people. Clients who trusted the firm before it had earned it. Partners who became friends. A team that makes him better than he’d ever be on his own.“I feel lucky,” he says. “I didn’t set out with some grand plan. I just tried to show up and do good work, and somewhere along the way it added up to a career I’m proud of. None of this is done alone — and I’m grateful every day that I don’t have to.”A Texas native, Chris lives with his wife Abby — married nearly 20 years — and their three boys: Landry (15), Henry (12), and Charles (9). On weekends, you’ll find him running, woodworking, or getting outside, somewhere new from wherever he was the weekend before.Learn More: https://csap.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-scott-blackley-founder-trucess-tax-advisory-chris-streit-ceo-of-csa-partners-discussing-cost-segregation

Bestselling author Tanya Lediaev Shubin joins TC Bradley for an inspiring conversation about discovering God’s voice in the quiet moments of everyday life.Tanya first touched readers with her Amazon bestselling devotional, Well-Watered Garden, a collection of faith-filled reflections inspired by Isaiah 58:11. Now she returns with On Wings of an Eagle, a powerful collection of devotional poetry born from prayer, Scripture, and moments of stillness before God.In this heartfelt conversation, Tanya shares how she learned to recognize the gentle prompting of the Holy Spirit, why Christians sometimes miss God’s presence in ordinary moments, and how Scripture shapes her writing. She also offers encouragement for those walking through disappointment, grief, uncertainty, waiting, or seasons when God seems silent.This conversation is a beautiful reminder that even when heaven seems quiet, God may be speaking more profoundly than we realize.Source: https://businessinnovatorsradio.com/tanya-lediaev-shubin-finding-gods-voice-in-lifes-quiet-moments

Scott A. Staschke CFP®, RFC®, President of Guilford Financial Group Inc. has been with the firm since 2000. Guilford Financial Group, Inc. is a family business celebrating 37 years of serving the shoreline community.Scott’s areas of concentration include Estate Planning, Business Retirement, and Succession Planning, Individual/Couple Retirement planning, Client Portfolio Design and Investment Analysis, Retirement Income Planning/Withdrawal Strategies, and Advanced Options Strategies along with insurance, life, disability to long-term health care, business pension plans, and employee benefits coordination. Scott holds a Bachelor of Science degree from Elon University. Also holds the Series 7, 4, 24, 53, 63 securities registrations through LPL Financial, and separately, Life & Health and Variable Annuity licenses. Scott is a Registered Representative with LPL Financial. Further, Scott is a CERTIFIED FINANCIAL PLANNER™ Professional and a Registered Financial Consultant®. CFP CertificateScott lives in Madison with his wife Karin and his three wonderful children. On the weekends Scott is busy going to his children soccer games, theater rehearsals and other activities. In his free time he enjoys golfing, biking, hiking and any other outdoor activity. Is an active member of the local Rotary Club.Learn More: https://www.gfgadvisor.com/Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC.The LPL Financial representative(s) associated with this website may discuss and/or transact securities business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-scott-staschke-president-of-guilford-financial-group-discussing-navigating-financial-fears-and-expectations

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 Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-christopher-dixon-co-founder-of-oxford-advisory-group-discussing-rmd-and-estate-planning

Scott Blackley, CFP®, EA, ABFP®, APMA®, AWMA®, CRPC®, LUTCF® Founder, Trucess Tax Advisory LLCScott Blackley is the founder of Trucess Tax Advisory LLC, a proactive tax planning and advisory firm built for successful business owners, high-income professionals, and affluent families who want more than a tax return filed on time—they want a strategy designed to reduce their lifetime tax burden and help them keep more of the wealth they’re building.Scott’s perspective on tax strategy comes from a background that extends well beyond tax preparation. As both a CERTIFIED FINANCIAL PLANNER™ professional and an Enrolled Agent, he works at the intersection of tax planning, financial planning, retirement, investments, and wealth management. His advanced training is reflected in his ABFP®, APMA®, AWMA®, CFP®, CRPC®, EA, and LUTCF® designations.He founded Trucess Tax Advisory on a simple premise: tax planning has to happen before the return is filed—not after the opportunities to act are gone.Traditional tax preparation looks backward, reporting what has already happened. Trucess works the other direction. Scott and his team evaluate a client’s full financial and tax picture proactively, looking for inefficiencies, missed opportunities, and strategies that may never have been considered.Depending on the client’s circumstances, that analysis can span business and entity structure, retirement plans, real estate and cost segregation, income and deduction planning, Roth conversions, charitable strategies, investment taxation, and other advanced planning opportunities.But Scott believes a strategy should never be implemented simply because it creates a tax deduction. It has to make financial sense first.Every recommendation should have a clear purpose, a measurable potential benefit, and a place within the client’s larger financial plan. Scott believes clients deserve to understand not just what they’re doing, but why they’re doing it and what the strategy could actually mean for their financial future.That philosophy shapes how Trucess operates. Every engagement begins with an evaluation of the client’s current position to identify meaningful planning opportunities. If Trucess doesn’t identify a solution, there is no cost for the initial evaluation.For Scott, tax planning isn’t about chasing loopholes or simply lowering this year’s tax bill. It’s about coordinating taxes with the decisions that build, protect, and ultimately transfer wealth—and looking several moves ahead.Learn more: https://trucesstax.com/Investment Advisory Services are offered through Rossby Financial, LLC, a Registered Investment Adviser. Rossby Financial, LLC and Trucess are not affiliated.Securities transactions cannot be conducted via email or voice messages. Any related requests, or requests for distributions, must be confirmed live with the client.Rossby Financial, LLC does not offer tax or legal advice.This email transmission and any documents, files or previous email messages attached to it may contain information that is confidential or legally privileged. If you are not the intended recipient, you are hereby notified that you must not read this transmission and that any disclosure, copying, printing, distribution, or any action or omission of this transmission is strictly prohibited. If you have received this transmission in error, please immediately notify the sender or return and delete the original transmission and its attachments without reading or saving in any manner.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-scott-blackley-founder-trucess-tax-advisory-discussing-find-where-tax-dollars-are-leaking

Scott Blackley, CFP®, EA, ABFP®, APMA®, AWMA®, CRPC®, LUTCF® Founder, Trucess Tax Advisory LLCScott Blackley is the founder of Trucess Tax Advisory LLC, a proactive tax planning and advisory firm built for successful business owners, high-income professionals, and affluent families who want more than a tax return filed on time—they want a strategy designed to reduce their lifetime tax burden and help them keep more of the wealth they’re building.Scott’s perspective on tax strategy comes from a background that extends well beyond tax preparation. As both a CERTIFIED FINANCIAL PLANNER™ professional and an Enrolled Agent, he works at the intersection of tax planning, financial planning, retirement, investments, and wealth management. His advanced training is reflected in his ABFP®, APMA®, AWMA®, CFP®, CRPC®, EA, and LUTCF® designations.He founded Trucess Tax Advisory on a simple premise: tax planning has to happen before the return is filed—not after the opportunities to act are gone.Traditional tax preparation looks backward, reporting what has already happened. Trucess works the other direction. Scott and his team evaluate a client’s full financial and tax picture proactively, looking for inefficiencies, missed opportunities, and strategies that may never have been considered.Depending on the client’s circumstances, that analysis can span business and entity structure, retirement plans, real estate and cost segregation, income and deduction planning, Roth conversions, charitable strategies, investment taxation, and other advanced planning opportunities.But Scott believes a strategy should never be implemented simply because it creates a tax deduction. It has to make financial sense first.Every recommendation should have a clear purpose, a measurable potential benefit, and a place within the client’s larger financial plan. Scott believes clients deserve to understand not just what they’re doing, but why they’re doing it and what the strategy could actually mean for their financial future.That philosophy shapes how Trucess operates. Every engagement begins with an evaluation of the client’s current position to identify meaningful planning opportunities. If Trucess doesn’t identify a solution, there is no cost for the initial evaluation.For Scott, tax planning isn’t about chasing loopholes or simply lowering this year’s tax bill. It’s about coordinating taxes with the decisions that build, protect, and ultimately transfer wealth—and looking several moves ahead.Learn more: https://trucesstax.com/Investment Advisory Services are offered through Rossby Financial, LLC, a Registered Investment Adviser. Rossby Financial, LLC and Trucess are not affiliated.Securities transactions cannot be conducted via email or voice messages. Any related requests, or requests for distributions, must be confirmed live with the client.Rossby Financial, LLC does not offer tax or legal advice.This email transmission and any documents, files or previous email messages attached to it may contain information that is confidential or legally privileged. If you are not the intended recipient, you are hereby notified that you must not read this transmission and that any disclosure, copying, printing, distribution, or any action or omission of this transmission is strictly prohibited. If you have received this transmission in error, please immediately notify the sender or return and delete the original transmission and its attachments without reading or saving in any manner.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-scott-blackley-founder-trucess-tax-advisory-discussing-understand-the-business-before-choosing-a-strategy

Mark Dierolf has been helping individuals, families, and business owners with insurance and retirement-related decisions since 1983. With more than four decades of experience, Mark focuses on helping people age 50 and older prepare for one of life’s biggest financial transitions: moving from earning a regular paycheck to relying on the resources they’ve accumulated for retirement.His approach begins with understanding the individual—their goals, concerns, income needs, existing retirement resources, and the risks they want to address. Mark helps clients better understand retirement income and insurance options, with particular attention to dependable retirement income, protection from unnecessary risk, and the important decisions that arise as retirement approaches.Mark provides insurance and insurance-related services and works with a variety of insurance and financial companies. He does not provide securities or investment-advisory services.After more than four decades in the business, helping people understand their choices and approach retirement with greater clarity and confidence remains the most important part of Mark’s work.Learn More: https://markdierolf.com/This discussion is for general educational and informational purposes only and is not intended as individualized financial, investment, tax, legal, or securities advice. No specific insurance or financial product is being recommended. Mark Dierolf provides insurance and insurance-related services and does not provide securities or investment-advisory services.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-mark-dierolf-discussing-the-hidden-risks-that-could-derail-an-otherwise-good-retirement

Scott A. Staschke CFP®, RFC®, President of Guilford Financial Group Inc. has been with the firm since 2000. Guilford Financial Group, Inc. is a family business celebrating 37 years of serving the shoreline community.Scott’s areas of concentration include Estate Planning, Business Retirement, and Succession Planning, Individual/Couple Retirement planning, Client Portfolio Design and Investment Analysis, Retirement Income Planning/Withdrawal Strategies, and Advanced Options Strategies along with insurance, life, disability to long-term health care, business pension plans, and employee benefits coordination. Scott holds a Bachelor of Science degree from Elon University. Also holds the Series 7, 4, 24, 53, 63 securities registrations through LPL Financial, and separately, Life & Health and Variable Annuity licenses. Scott is a Registered Representative with LPL Financial. Further, Scott is a CERTIFIED FINANCIAL PLANNER™ Professional and a Registered Financial Consultant®. CFP CertificateScott lives in Madison with his wife Karin and his three wonderful children. On the weekends Scott is busy going to his children soccer games, theater rehearsals and other activities. In his free time he enjoys golfing, biking, hiking and any other outdoor activity. Is an active member of the local Rotary Club.Learn More: https://www.gfgadvisor.com/Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA & SIPC.The LPL Financial representative(s) associated with this website may discuss and/or transact securities business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-scott-staschke-president-of-guilford-financial-group-discussing-wealth-management

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/SIPCInfluential Entrepreneurs with Mike Saundershttps://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.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/SIPCInfluential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-george-mcreynolds-founder-of-mcreynolds-company-discussing-the-longevity-trap