On today's show we will be talking to Dr. Todd and Linda Frisch, founders of SHAPE ReClaimed, about "ReClaiming" your life.

During this episode you'll hear:

• Todd explains what SHAPE ReClaimed is and how it is effecting people's health and well being.
• What caused him to create SHAPE ReClaimed.
• The inspiration to retire from his practice to create SHAPE.
• What makes SHAPE ReClaimed different from other wellness programs.
• Future Goals for the SHAPE ReClaimed program.

IN THIS EPISODE:

On today's show we will be talking to Justin Ross who is the President of Accelerated Wealth, CEO of Younify Consulting, and the Chairman of Heartwork, a non-profit organization, and the Chairman of enReturn Ministries.

During this episode you'll hear:

• How Justin creates a work/ life/ ministry balance
• What he does to find respite to renew and recharge to be able to pour his life out
• How he began Heartwork
• The impact enReturn has had in others' lives
• How he found his place in the world of finance and business consulting
• Actions listeners can to live a life of influence and impact

RESOURCES:

Justin Ross began his career as a professional baseball player, having been drafted in June of 1998 by the Anaheim Angels. He was an award-winning college baseball player at The University of Tennessee, still in the Top 10 for many UT school records. During his time as a professional and college athlete, Justin became passionate about discovering and teaching the differences between healthy high-producing teams, versus teams that take on toxic cultures and do not produce results.

After Justin's athletic career ended, he became a baseball coach at Arizona State University, where he focused primarily on teaching hitters. ASU was ranked #1 in the Nation during Justin's tenure, and he had the opportunity to coach many players that went on to play in Major League Baseball.

Justin took his passion for coaching into the business world in March of 2004, by taking a position with Abbott Laboratories, at that time the 69th largest company in the world. During Justin's 8-year tenure at Abbott, he had roles in sales, sales management, training, marketing, operations, and analytics. Justin trained over 5,000 employees, launched multiple products, managed multiple mergers, and along with his team, oversaw multiple billion-dollar books of businesses.

Justin made the decision to leave his role at Abbott Laboratories to help start a Non-Profit Organization called Heartwork. He also simultaneously began YOUnify Consulting with the partnership of his wife Shannon to supply strategies learned in the Fortune 100 environment to small businesses. Justin served as the Chairman of Heartwork from January 2011 to January 2014. Heartwork has been responsible for completing over 1,000 student lead mission projects around the world, and Justin along with his wife Shannon still serve on the board of directors.

Throughout Justin's career, he has coached, managed, or trained over 10,000 people on topics such as leadership, culture development, psychological type, emotional intelligence, conflict management, communication skills, strategic decision making, and team building. His passion is in the development of people and the creation of high functioning teams.

IN THIS EPISODE:

On today's show we will be talking to Lucas Rouggly the Founder and CEO of LOVEtheLou, a nonprofit dedicated to creating a movement of restoration, working to reverse the negative trends of poverty and racism, in the City of St. Louis.

During this episode you'll hear:

• How LOVEtheLou got started
• Various programs that LOVEtheLou have developed
• The vision for LOVEtheLou
• Ways volunteers of LOVEtheLou are making a difference
• Stories of the lives that have been impacted by LOVEtheLOU

RESOURCES:

Lucas and Alana Rouggly moved to North St. Louis with their family 8 years ago.  Their immediate goal was to show simple actions of love to neighbors and this quickly became the heartbeat of newly formed non-profit called LOVEtheLOU.  Over the years, thousands of STL dwellers joined in this movement to bring about restoration to one of the least desirable places to live in our great city.  Lucas is driven by a passion to see our city relationally unified.  His faith in Jesus continually comes up in conversation, but his heart for serving others has helped LOVEtheLOU make a great impact in our city.

On today's show we will be talking to Scott Snider, VP of the Exit Planning Institute. Scott is a sought—after speaker and is recognized as a thought leader and trendsetter in the field of value acceleration and exit planning for business owners.

During this episode you'll hear:

• Scott share his personal knowledge of value acceleration and exit planning.
• What's changed the most about the Exit Planning business in the last 5 years.
• Exciting opportunities that business owners face right now as they are building their businesses in today's marketplace.
• How business owners differentiate themselves from other businesses in the eyes of the "buyer" when they are ready to sell their business.
• 11 actions that an owner must take to rapidly grow value and unlock wealth.
• Obstacles business owners face that may keep them from reaching a successful exit.

RESOURCES:

Scott Snider, VP of the Exit Planning Institute. Scott also is the Operating Partner at Snider Premier Growth, Inc. a private investment firm which has equity in seven different companies in the education, digital marketing, technology and real estate marketplaces amongst others.  

Scott is a nationally recognized young entrepreneur. He started his first business at the age of 17 which he operated for eight years and successfully sold in 2010 to establish SPG with his father and partners. He has been featured nationally on ABC News Now, is a recipient of the Crain's Cleveland Business 40 Under 40 Award, the National Association of Certified Valuators and Analysts (NACVA) 40 Under 40 Award, The M&A Advisor 40 Under 40 Emerging Leaders Award and the Northeast Ohio 25 Under 35 Mover and Shakers Award and is a graduate of the prestigious Cleveland Bridge Builders Program, Class of 2013.

Join Jonathan Krueger as he interviews Doug Copeland who is a founding member and principal of COPELAND, THOMPSON, and JEEP.

IN THIS EPISODE:

On today's show we will be talking about the trends in Estate Planning. I'd like to welcome our guest Doug Copeland who is a founding member and principal of COPELAND, THOMPSON, and JEEP.

During this episode you'll hear:

• The most prominent issues currently affecting estate planning.
• Does everyone need a trust and/or a will?
• Other important documents everyone should have.
• What joint ownership with a child or children means for an estate plan.
• The role of life insurance in a plan.
• What role charitable giving plays.

RESOURCES:

Douglas A. Copeland is a founding member of the firm.  He primarily practices in the fields of education law, estate planning, probate and trust administration, commercial real estate transactions and corporate/business law.

Mr. Copeland currently serves as general counsel to the Webster Groves School District, Missouri Baptist University and Missouri Baptist Children's Home.  He formerly served as general counsel for Missouri Baptist Medical Center, the Rockwood School District, the Valley Park School District, and the Cooperating School Districts of the St. Louis Suburban Area.  For many years, Mr. Copeland has served as local counsel for the American Society of Composers, Authors and Publishers (ASCAP).  Mr. Copeland currently is a member of the Boards of Trustees of Missouri Baptist Medical Center, Missouri Baptist Healthcare Foundation, a private charitable foundation and Kirkwood Baptist Church.  He also serves as a member of the Audit Committee of BJC, the Board of Trustees of The Missouri Bar, the Planned Giving Council of the St. Louis Art Museum, and the St. Louis Estate Planning Council.  Mr. Copeland served as President of The Missouri Bar and the St. Louis County Bar Association, and as a member of the ABA House of Delegates.  He also served on the Missouri State Public Defender Commission from 2008 until 2016, serving as Chair from 2011 until 2016, and the ABA Missouri Death Penalty Assessment Team, 2010-12.

Join Jonathan Krueger as he interviews Jim Sandidge, principal of The Sandidge Group, LLC.

IN THIS EPISODE:

On today's show we will be talking to Jim Sandidge, a principal of The Sandidge Group, LLC. Jim is a published author and thought leader in the industry.

During this episode you'll hear:

• What inspired Jim to write the abstract, "Adaptive Distribution Theory."
• Jim's journey of writing the abstract.
• Present challenges retirees face today and what issues may concern them.
• Investor Psychology: What's the worst that can happen?
• The 4M's that retirees want in light of the Adaptive Distribution: -- Maximize current cash flow -- Maintain their standard of living -- Minimize cash-flow risk -- Minimize principal erosion

• How managing the accumulation of wealth is far different from the management of the distribution of wealth.

RESOURCES: 

After graduating from Western Kentucky University with Honors in History, Jim Sandidge obtained his Law Degree and Master's Degree in Business from the University of Denver. He is the principal of The Sandidge Group LLC and during his twenty-five years in the financial services industry has served in Sales, Sales Management and Product roles for multiple asset-management companies. He is the author of the book Risk, Psychology and Retirement Income: Why Conventional Wisdom Is Wrong about Wealth Distribution and What the Research Really Shows. His paper, Adaptive Distribution Theory, published in the December 2016 issue of The Journal of Investment Consulting, earned him the Edward D. Baker III Journal Research Award which honors the author of an original article that represents the best writing for the previous year germane to the investment management consulting and/or private wealth management professions and published in The Journal of Investment Consulting. He has been a frequent speaker at industry conferences and investor events.

On today's show we will be talking to Steve Bowman, founder of Global Charity Systems, a For Profit company committed to converting intangible "technical assets into giving resources."

During this episode you'll hear:

• Changes that have created an opportunity to convert intangible "technical assets" into giving resources.
• Advantages of blockchain technology that lends to this opportunity over existing infrastructure.
• How the average personal computer is under-utilized compute space.
• Global Charity Systems and how it was founded.
• How Global Charity Systems can be utilized by non-profit institutions or individuals.
• What action you can take to convert intangible "technical assets" into giving resources with GCS.

RESOURCES:

Steve has an extensive history helping cross-industry clients apply the appropriate technology to achieve business results, having led several successful technology sales team expansions in his roles as vice president of sales

Bowman, his wife Suzy and their three children live in St. Charles, Missouri where they are active members of Harvester Christian Church and are involved with several local non-profits such as The Salvation Army, LOVEtheLOU, and Global Charity Systems.

Join Jonathan Krueger as he interviews Aaron Hodari the Managing Director of Schechter Wealth Management about the impact of advanced life insurance planning.

IN THIS EPISODE:

On today's show we will be talking to Aaron Hodari the Managing Director of Schechter Wealth Management about the impact of advanced life insurance planning. 

During this episode you'll hear: 

• Whether life insurance should be considered its own asset class.
• The first step in identifying the right insurance.
• What anomalies Aaron's team has found in the market.
• When you should consider a premium finance option.
• The pro's and con's of using a premium finance solution without a wealth management team.
• How Private Placement Life Insurance policies are being designed and who should be aware of them.
• The tax efficiencies of building an investment portfolio with life insurance.

RESOURCES: 

Aaron Hodari, CFP, CIMA, is a Managing Director of Schechter Wealth. Aaron Hodari works with high net worth individuals, families, business owners, and their advisors to bring them institutional quality investment management and advanced financial planning solutions. Aaron heads the firm's branch of Private Capital, including deal sourcing, due diligence, deal structuring, and market opportunity identification. He's also instrumental in the development of correlated and non-correlated investment alternatives, helping identify investment allocations, and manager selection. He is a sought-after speaker regarding the tax advantages for hedge funds within Private Placement Life Insurance (PPLI) and Private Placement Variable Annuity (PPVA). Prior to joining Schechter, Aaron worked at BlackRock Financial Management, New York, NY in the Institutional Account Management group where he managed relationships with institutional investors including pension funds, foundations & endowments, and family offices. While there, he specialized in customized fixed-income solutions, commodities, and hedge funds. Aaron graduated from the University of Michigan, where he majored in economics and played lacrosse. He currently sits on the schools Dean's Young Alumni Council and he is a member of the CAIS Advisory Council. He can be reached at [email protected].

Join Jonathan Krueger as he interviews Tim Kneen, Founder of Lumina Consulting.

IN THIS EPISODE:

On today's show we will be talking to Tim Kneen, Founder of Lumina Consulting.

During this episode you'll hear:

• How the financial services industry has struggled to develop innovative retirement-income solutions.
• What Adaptive Wealth Management means.
• The recurring theme and the key to retirement-income solutions.
• Adaptive distribution ideas utilized in the market environment we see today.
• Why during the distribution or income stage of one's financial life should they NOT over-focus on inflation.
• How the market correction impacts someone in retirement and how AWM works to mitigate these types of corrections.
• Fees, fees and more about fees.

Join Jonathan Krueger as he interviews Josiah Allis, the CEO and founder of Design Health.

IN THIS EPISODE:

On today's show Jonathan Krueger talks with Josiah Allis, the CEO and founder of Design Health, a company that is focused on a solution to help small and medium sized businesses, provide affordable and defined contribution and health plan options to their employees.

During this episode you'll hear:

• Josiah has read the entire Health Care Reform act cover to cover and he shares well informed insights from it
• How the law affects most business owners and real- world implications from executing on the new legislation
• How these changes affect the consumers pocketbook
• Josiah answers the tough questions; Which insurance policies to go with? or What's the best plan? Will self-pay be the best or having higher deductibles?
• What are the advantages of self-insuring and what is the best way to do that?

RESOURCES:

Josiah Allis is President and Co-Founder of Design Health, a solution that helps small to medium size businesses provide affordable, defined contribution health plan options to their employees. Josiah's passion is in assisting companies to provide better health benefits with more plan choices for employees. Josiah graduated from the University of Northern Colorado with a degree in Business Management and a Certificate of Entrepreneurship. He has been life and health insurance licensed for 8 years and serves clients in over 25 states. He has worked on public policy at both the State and Federal level most recently working on the Small Business Healthcare Relief Act that was passed into law in December of 2016 as a part of the 21st Century Cures Act. He worked on this bi-partisan legislation to enable small businesses to have broader options for health benefits. In his spare