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Will be talking with Mark A. Cortazzo, CFP® who is MACRO Consulting Group's Senior Partner. His extensive background in the financial services industry includes working for one of the largest brokerage firms in the US, one of the largest banks in the Northeast and one of the largest insurance companies in the world. Since founding MACRO in 1992, Mark has been profiled in many industry publications and has earned numerous awards and accolades. His recent achievements include being named "Advisor of the Year" by Boomer Market Advisor magazine and being named to Barron's listing of "America's Top Financial Advisors" for 2009-2014.
Mark has also been named to several other Top Advisor lists including, Worth Magazine naming him as one of “The 250 Best Financial Advisers in America”, being awarded “Super Broker” and one of the "Top 50 Independent Advisors for 2008" by Registered Rep. Magazine, being named by Reuters AdvicePoint as a "Top Advisor for 2008" in multiple categories, acceptance into the “2003 Hall of Fame” by Research Magazine, being chosen as one of New Jersey’s “Top Forty Under 40” by NJ Biz Magazine and one of "America's Top Financial Advisors" in 2008 by Fortune Magazine. Due to his success, Mark is regularly utilized as a resource for many national publications and periodicals, including The Wall Street Journal, Barron's, Kiplinger’s Personal Finance Magazine, InvestmentNews and Bloomberg Personal Finance.
Interview with Top Finance Expert Vera Gibbons on How Health Care Costs Can Impact Your Financial Future. Vera Gibbons is a financial journalist based in New York City.
She appears regularly on two of Fox News’ most popular programs, Fox & Friends, and Fox & Friends First. She is also a frequent contributor to Fox Business’ “MONEY With Melissa Francis.”Additionally, Gibbons hosts a weekly series on Yahoo! called “Savvy Spender.” She writes for Real Simple magazine, and blogs for Reuters, Zillow, and TurboTax.Previously, Gibbons was a financial contributor with CBS The Early Show, worked as a correspondent for CNBC’s High Net Worth, and was a Financial Analyst for MSNBC.She appeared regularly on all NBC platforms, including the Today Show, Nightly News, and The Weather Channel’s Wake Up With Al, hosted by NBC’s Al Roker.
Gibbons has written for Inc., SmartMoney, Kiplinger’s, the New York Times, AOL’s walletpop.com, and cnbc.com.
We are excited to be interviewing Dr. Carolyn McClanahan, an ER doc and financial planner. Dr. C is a full time financial planner and part-time ER physician who has been quoted often during the entire run up to the Affordable Health Care Act also known as Obamacare.
Carolyn is the Director of Financial Planning for Life Planning Partners of Jacksonville, Florida. She completed her undergraduate degree at Mississippi University for Women and medical school at the University of Mississippi. After residency in Family Medicine at the Medical College of Virginia, she entered private practice and emergency medicine practice in Richmond, Virginia. In 1998, she was recruited to teach on faculty at the University of Florida, Shands, Jacksonville.
Carolyn is a member of the National Association of Personal Financial Advisors (NAPFA), the Financial Planning Association, and the American Academy of Family Physicians. She also volunteers in the medical clinic of the I.M. Sulzbacher Center for the Homeless. Dr. McClanahan speaks nationally to financial planners and physicians on the interplay between health and financial issues. She has been quoted in numerous publications, including The Wall Street Journal, Money Magazine, Kiplinger’s, and Smart Money, and has appeared on CNBC and NPR. In 2009 she was named a “Mover & Shaker” in the financial planning profession by Financial Planning Magazine
Ever since Jaime Tardy was little, she wanted to be a millionaire.
So she went to a great school and paved a path in corporate America.
She ended up with what looked like an amazing life on the surface.
She had a great career, but hated it. She made great money, but was $70,000 in debt.
She paid off the debt in 16 months and quit her job to start her own business.
Now, Jaime has interviewed over 90 millionaires for her web show, Eventual Millionaire.
She has been seen on CNN, MSN, Yahoo's homepage twice, Success Magazine, Kiplinger's Personal Finance Magazine and many more.
Clayton Parker VP/COO of Savon Dental Plan. Savon was started by his Father (Clay Parker) and Uncle (Gordon Parker) in 1992 with the concept of making a trip to the dentist both simple and affordable. Over the past 21 years, they have served over 30,000 members in 23 states
Lillian Harrison publisher/editor of Delmarva Small Business Magazine. She also is the owner/ceo of Innovative Success Enterprises, a business development co and has been working with entrepreneurs, small business owners and non profit organizations for over 15 years
Bill Ward an independent marketing consultant currently working with Mobisoft Infotech
Kevin McCormally Editorial Director of Kiplinger’s Personal Finance He has won several awards for his work and appears regularly on radio and TV to discuss these issues. He is the author and editor of many books, helped develop and improve popular tax-preparation software programs, and has written and appeared in several educational videos
in Real Estate
The secret is out!
National media outlets such as Kiplinger and Market watch highlight our slice of paradise as one of the top retirement spots for investors and high net worth individuals alike. Home builders have ramped up production of homes to keep up with pent up buyer demand and Hertz executives are taking over existing commercial space while their new facility is built in Lee County.
Here what all the buzz is about in Naples, Florida as we head into the busiest time of the year!
Fatima S. Khokhar
Naples Meridian Managing Principal
In today's job jungle, the guerrilla is king.Landing your dream job today requires that you be both the hunter and the hunted. Guerrilla Marketing for Job Hunters 3.0 explains in step-by-step detail how to use the newest social networking sites and digital tools to perform a precision-guided, all-out job-hunting assault. Get access to cheat sheets, case studies, before-and-after sample resumes and cover letters, and proven tactics that you can tailor to your situation to make it drop-dead simple to find a job fast."It's rare to find an expert whose advice is novel and tangible. So much career counseling tends to be one or the other or neither. Guerrilla Marketing for Job Hunters 3.0 manages both; it's loaded with original ideas for job seekers stuck in a rut." New York Post"Levinson and Perry avoid the airy-fairy, none of that 50,000-foot-view stuff you're used to reading in career books. This is down n' dirty, practical advice for today's hyper competitive job market."J. Donaldson, Job Hunter, Detroit"Anyone unfortunate enough to be seeking a job in this market knows that the traditional methods can be dead ends. Here, many of the latest techniques recommended by headhunters are punctuatedwith war stories and step-by-step advice." Kiplinger's Personal Finance.David is coauthor of Guerrilla Marketing for Job Hunters as well as the author of Career Guide for the High-Tech Professional. Nicknamed the "Rogue Recruiter" by the Wall Street Journal.
in Real Estate
Call Dave 718-878-7114 Mention Club Wealth for a free 30 mins intake call.
David is considered as the Nation’s Leading Expert in Buying and Selling Multi-Family Properties. Currently owning over 7,000 units around the US, David has been investing in Real Estate for the last fourteen years. David regularly shares the same stage as Robert Kiyosaki, Tony Robbins and Donald Trump. Among other publications David has been featured in Reader’s Digest, Creative Real Estate Lifestyles, AOL and Kiplinger Magazine.
Michael Hellickson began his career as a real estate agent in 1991, eventually literally becoming the Nations #1 real estate agent. During his career, he has spoken to and coached thousands of students and organizations nationwide. He has been featured on several national television and radio programs. He has since become the founder and president of Virtual Assistant Staffing, the World’s leading Head Hunting Agency, specializing in helping business find, hire, and train top talent from around the Globe at savings of up to 67% over local employees! His newest ventures, BestSellerLeads.com and ListingAppointments.com have been taking the real estate investing and real estate agent spaces by storm!
Summer Camp at home? Yes, please!
Lisa Bedford, the Survival Mom, explores how to "Create Your Own Summer Camp for Less" in this interview with Kiplinger's online contributing editor Cameron Huddleston.
Next Lisa is joined by Frederick Goodall who shares "The 7 Most Important Things Kids Need From Their Fathers." Join us for a family-friendly radio show on The Survival Mom Radio Network.
in Self Help
Eli Davidson is a small business visionary with a proven blue print to get you there. A quantum-leap catalyst, Eli sparks indelible results & astonishing bottom-line profits within 6 months. Eli’s expert advice has been featured on The Today Show, CNN, Dr. Phil's Decision House, ABC, NBC, CBS and FOX, as well as in The New York Times, SELF Magazine, and Better Homes and Gardens. Eli is also a featured columnist with The Huffington Post reaching 21 million readers.
Eli is a self-taught, self-published writer and global thought leader who’s now an international best-selling author of and winner of 3 national book awards for “Funky to Fabulous.” All without ever taking a writing class. With only 30 minutes on stage in front of 110 people and no sales pitching, Eli had a $130,000 day. Her signature system took her from $4,000 a month to multiple $100,000 dollar days, and she can teach you to do the same, while harnessing the hidden power of play. The consistent results of Davidson's trademarked business growth system landed as the cover story for Kiplinger's Money Magazine.
Join Host Dave VanHoose and Co-Dustine Mathews as them team up to lead you down a road to success.
Let these two powerful teacher instruce you on how to find the way to get your message out to the masses and secure your future in the business world of today.
Linda F. Radke, president of Five Star Publications, helps Movie Addict HQ celebrate the Royal Dragonfly Book Awards of 2012. Confessions of a Movie Addict earned First Place in the Memoir category this year, so an amusing “roast of the author” will be replayed for everyone’s listening pleasure. In addition to authoring her own books which earned prestigious accolades across the globe, Linda uses her publishing prowess to market and produce award-winning books for other authors. Named “Book Marketer of the Year” by Book Publishers of Southern California, she has won acclaim on TV’s 60 Minutes and in magazines such as Kiplinger’s, NEA Today, and many others.
JENNIFER S. MATTHEWS, MA, MBA
Ms. Matthews is an author, motivational speaker, and is trained as a financial coach. She provides financial literacy services, training, and mentoring that helps people understand cash flow and better manage cash on hand. Ms. Matthews is the author of 12 Ways To Put Money In Your Pocket Every Month Without A Part-time Job: The Skinny Book That Makes Your Wallet Fat. The book is available at www.MoneySmartBook.com
Ms. Matthews has more than 8 years experience assisting clients with developing and adhering to spending plans, increasing and understanding credit scores, affordable homeownership, and achieving financial goals. She develops and conducts workshops, tele-seminars, and corporate trainings. Her services also include affordable detailed, personalized wealth creation systems for her clients. Ms. Matthews also developed Post Foreclosure Help, a 5-part comprehensive program to help families recover financially and reposition themselves to return to homeownership.
Ms. Matthews has been a regular guest financial expert on WUSA TV9’s Mind Over Money consumer show in Washington, DC (a CBS affiliate station). She was a featured expert in the PBS documentaries Facing the Mortgage Crisis in DC, which aired on WHUT TV; and Pursuit of the Dream: Building Credit for Life, which aired on MPT. Ms. Matthews has been a guest on Evening Exchange on WHUT TV and quoted in US News & World Report. She was featured in an article in Foreclosure Mass Monthly newsletter, and interviewed by Kiplinger’s Personal Finance magazine.
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