In business, trust isn’t a tactic it’s the strategy. Mark Kiran, President of Broadway Law Firm, shares how he launched a legal practice straight out of law school and built long-term success by leading with trust, community, and authenticity. Focused on serving Southern California’s Latino population, he reveals how niche marketing and personal branding helped him carve out a distinctive presence in a fiercely competitive legal market.

Ideal for: Entrepreneurs, professionals, and anyone looking to elevate their brand and build authentic client relationships.

Featuring: Dan Pascone & Mark Kiran

🧠 Make sense of your business strategy, listen now.
🔗 makingsenseofyourmoney.com⁠

#MakingSensePodcast #Entrepreneurship #PersonalBranding #TailoredWealth #NicheMarketing #BusinessGrowth #TrustBasedMarketing

Medicare doesn’t have to be confusing, if you know where to look. Michele Campbell, Founder of MC Insurance Services, breaks down the complexities of Medicare for those nearing retirement. From navigating hidden costs to managing premiums and avoiding costly missteps, this episode delivers the clarity high earners and retirees need to make confident, informed healthcare decisions.

Ideal for: Retirees, high earners, HR professionals, and anyone looking to master Medicare before enrollment.

Featuring: Dan Pascone & Michele Campbell

🧠 Make smarter healthcare decisions, listen now.
🔗 makingsenseofyourmoney.com

#MakingSensePodcast #Medicare101 #RetirementPlanning #TailoredWealth #HealthcareCosts #FinancialEducation #MCInsuranceServices

Rising healthcare costs aren’t inevitable, they’re optional. Mark Fox, President of CBG Health Plans, reveals how companies are taking back control of employee healthcare. From custom benefit designs to guaranteed savings, he explains how strategic plan structuring can cut costs, increase transparency, and create more sustainable health solutions for businesses.

Ideal for: CEOs, CFOs, HR leaders, and business owners looking for smarter healthcare solutions.

Featuring: Dan Pascone & Mark Fox

🧠 Make sense of your healthcare strategy, listen now.
🔗 makingsenseofyourmoney.com

#MakingSensePodcast #EmployeeBenefits #HealthcareStrategy #TailoredWealth #CBGHealthPlans #BusinessSavings

Confused by Medicare? You’re not alone and you don’t have to be. Tom Caress, CEO of Caress Insurance Agency, breaks down the Medicare landscape in simple, actionable terms. From choosing the right plan to avoiding costly pitfalls, this episode provides expert guidance to help you navigate retirement healthcare with clarity and confidence.

Ideal for: Soon-to-be retirees, caregivers, and professionals wanting to make smarter Medicare choices.

Featuring: Dan Pascone & Tom Caress

🧠 Make sense of your money and healthcare, tune in now.
🔗 makingsenseofyourmoney.com⁠

#MakingSensePodcast #MedicareAdvice #HealthcarePlanning #TailoredWealth #RetirementReady

Taxes don’t have to be your biggest expense, if you plan right. In this kickoff episode, Dan Pascone talks with Ashleigh White, VP at Fortress Brokerage Solutions, to uncover how the wealthy reduce tax burdens, protect assets, and build long-term financial stability. From advanced insurance strategies to executive compensation planning and the rise of AI in finance, this conversation is packed with insight for those serious about preserving and growing wealth.

Ideal for: Business owners, high-net-worth individuals, and professionals seeking financial clarity and long-term wealth preservation.

Featuring: Dan Pascone & Ashleigh White

🧠 Make sense of your money, listen now.
🔗 makingsenseofyourmoney.com

#MakingSensePodcast #WealthStrategy #TaxPlanning #TailoredWealth