Optimized Advisor Podcast

Scott Heinila, Jake Ireland, Nick Bernatowicz, and Ryan Letchford sat down to savor some Off Hours. They discussed how Jake got into the bourbon industry, how he launched his business during the height of the pandemic. A great tasting, easy drinking Bourbon Whiskey made for the moments in between and bucking the trend to be fresh, innovative and conversational. 

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This is the Optimized Advisor Podcast, where we focus on optimizing the wellbeing and best practices of insurance and financial professionals. Our objective is to help you optimize your life, optimize your profession, and learn from other optimized advisors. If you have questions or would like to be a featured guest, email us at [email protected] 

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This is the Optimized Advisor Podcast, where we focus on optimizing the wellbeing and best practices of insurance and financial professionals. Our objective is to help you optimize your life, optimize your profession, and learn from other optimized advisors. If you have questions or would like to be a featured guest, email us at [email protected]

Optimized Insurance Planning

Scott Heinila sat down with Joni Wu and talked about all things travel. Joni is a Luxury Travel Advisor with Luxe Travel, A FROSCH Company, helping people plan their dream vacations all around the world. Joni gives some insight as to why using a Travel Advisor will help you optimize your time and have a much more memorable experience. Scott and Joni talk about travel during COVID and a few ideas for the not-so-typical vacation. This episode will make you want to plan your next vacation!

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Travel Sense | Joni Wu
For more on Luxe Travel click here
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This is the Optimized Advisor Podcast, where we focus on optimizing the wellbeing and best practices of insurance and financial professionals. Our objective is to help you optimize your life, optimize your profession, and learn from other optimized advisors. If you have questions or would like to be a featured guest, email us at [email protected] 

**

This is the Optimized Advisor Podcast, where we focus on optimizing the wellbeing and best practices of insurance and financial professionals. Our objective is to help you optimize your life, optimize your profession, and learn from other optimized advisors. If you have questions or would like to be a featured guest, email us at [email protected]

Optimized Insurance Planning

During this episode Scott Heinila and Ken Cruse dive into what it takes to establish a flourishing hotel brand with a unique Purpose to be good for the Soul, give back to the Community and environmentally respectful to the Planet.  They also talk about the hotel industry, its challenges amongst COVID and the future ahead for travel. Tune in to find out more about SPC and their unique properties. 

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For more on Soul Community Planet click here
Book your stay at a SCP Hotel here

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This is the Optimized Advisor Podcast, where we focus on optimizing the wellbeing and best practices of insurance and financial professionals. Our objective is to help you optimize your life, optimize your profession, and learn from other optimized advisors. If you have questions or would like to be a featured guest, email us at [email protected] 

**

This is the Optimized Advisor Podcast, where we focus on optimizing the wellbeing and best practices of insurance and financial professionals. Our objective is to help you optimize your life, optimize your profession, and learn from other optimized advisors. If you have questions or would like to be a featured guest, email us at [email protected]

Optimized Insurance Planning

Optimized Advisor Podcast host, Scott Heinila, welcomed dear friend and fellow podcast host, Bart Zandbergen of The Zandbergen Report Podcast in studio with Nick Bernatowicz to talk about annuities and retirement planning on The Zandbergen Report. During this episode, Bart, Scott, and Nick discuss retirement income and why it is essential. Studies show that people spend more time each year planning a one week vacation than they do planning their retirement. This episode poses good food for thought that may have listeners choosing to flip the script and start investing in proper planning.

In this episode learn:

• Why financial independence requires having a plan
• What to consider during your wealth accumulation phase to prepare for its future usage
• What various forms of retirement income are
• Annuities – what they are and what their benefits may be
• Risks that retirees are experiencing today

When asked what his Ultimate Lesson Learned had been during his career, Scott shared, “Don’t let your emotions get the best of you when it comes to your finances.”

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This is the Optimized Advisor Podcast, where we focus on optimizing the wellbeing and best practices of insurance and financial professionals. Our objective is to help you optimize your life, optimize your profession, and learn from other optimized advisors. If you have questions or would like to be a featured guest, email us at [email protected]

**

This is the Optimized Advisor Podcast, where we focus on optimizing the wellbeing and best practices of insurance and financial professionals. Our objective is to help you optimize your life, optimize your profession, and learn from other optimized advisors. If you have questions or would like to be a featured guest, email us at [email protected]

Optimized Insurance Planning

Scott Heinila sat down with Justin Batt, founder of Daddy Saturday, for a virtual conversation about being an intentional father. Daddy Saturday is a global movement that helps fathers to be intentional and engaged with their children in order to change the next generation and end fatherlessness. Scott and Justin talk about how the Daddy Saturday movement started, how implementing it in his own life has made a positive impact on his children, and how fathers can easily adapt a few business-minded strategies to take their family relationship to the next level. Tune in to this inspiring and resourceful episode about being the best, optimized, and intentional father you can be.  

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Visit Daddy Saturday here
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This is the Optimized Advisor Podcast, where we focus on optimizing the wellbeing and best practices of insurance and financial professionals. Our objective is to help you optimize your life, optimize your profession, and learn from other optimized advisors. If you have questions or would like to be a featured guest, email us at [email protected] 

**

This is the Optimized Advisor Podcast, where we focus on optimizing the wellbeing and best practices of insurance and financial professionals. Our objective is to help you optimize your life, optimize your profession, and learn from other optimized advisors. If you have questions or would like to be a featured guest, email us at [email protected]

Optimized Insurance Planning

The Life Loving, Adventurous, Giving Adviser.  

Scott Heinila sat down with friend and Investment Adviser, Jason Labrum CFP®, AIF® and talked about his journey from starting out in the industry to operating a successful wealth management firm, Intelligence Driven Advisers. They discuss how Jason’s father has mentored him in business and in life, the difference between adviser and advisor, the importance of being intentional with clients, and having a strong team. This insightful conversation covers a wide range of topics on how Jason optimizes himself in all areas of his life.  

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Visit Intelligence Driven Advisers (IDA) Wealth here
Listen to the Financial Detox® Show here
Purchase Jason's book , Financial Detox® here

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This is the Optimized Advisor Podcast, where we focus on optimizing the wellbeing and best practices of insurance and financial professionals. Our objective is to help you optimize your life, optimize your profession, and learn from other optimized advisors. If you have questions or would like to be a featured guest, email us at [email protected] 

**

This is the Optimized Advisor Podcast, where we focus on optimizing the wellbeing and best practices of insurance and financial professionals. Our objective is to help you optimize your life, optimize your profession, and learn from other optimized advisors. If you have questions or would like to be a featured guest, email us at [email protected]

Optimized Insurance Planning

Scott Heinila sat down Joe Maringer, SVP, National Sales Manager at Great American Insurance Group for an informative industry discussion on the history of Great American and the future of the company. Joe shares how Great American is continuing to innovate by ongoing investment in technologies and new platforms to meet the needs of advisors. They talk about the current state of the annuity marketplace, specifically FIA’s and rapid growth of RILA products.  

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Visit Great American here

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This is the Optimized Advisor Podcast, where we focus on optimizing the wellbeing and best practices of insurance and financial professionals. Our objective is to help you optimize your life, optimize your profession, and learn from other optimized advisors. If you have questions or would like to be a featured guest, email us at [email protected] 

**

This is the Optimized Advisor Podcast, where we focus on optimizing the wellbeing and best practices of insurance and financial professionals. Our objective is to help you optimize your life, optimize your profession, and learn from other optimized advisors. If you have questions or would like to be a featured guest, email us at [email protected]

Optimized Insurance Planning

Scott Heinila sat down with relationship expert, Morgan Cutlip, Ph.D. and a very special guest, his wife Melissa. They discussed ways to optimize relationships by being more intentional, how to manage your time, and why dating your spouse is important. Scott and Melissa shared some insights in how they put their relationship first. Dr. Morgan shares some tangible concepts that Advisors can use when dealing with clients going through a divorce. 

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For more on Dr. Morgan Cutlip and My Love Things click here

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This is the Optimized Advisor Podcast, where we focus on optimizing the wellbeing and best practices of insurance and financial professionals. Our objective is to help you optimize your life, optimize your profession, and learn from other optimized advisors. If you have questions or would like to be a featured guest, email us at [email protected] 

**

This is the Optimized Advisor Podcast, where we focus on optimizing the wellbeing and best practices of insurance and financial professionals. Our objective is to help you optimize your life, optimize your profession, and learn from other optimized advisors. If you have questions or would like to be a featured guest, email us at [email protected]

Optimized Insurance Planning

Scott Heinila sat down with good friend and Advanced Insurance Planning Professional, Dave Harris. In this episode, Dave shares about how he started in the industry and how he maximizes his centers of influence as his main source for developing new clients. With Dave’s unique boutique approach to his practice, he shares some of his strategies for optimization. 

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This is the Optimized Advisor Podcast, where we focus on optimizing the wellbeing and best practices of insurance and financial professionals. Our objective is to help you optimize your life, optimize your profession, and learn from other optimized advisors. If you have questions or would like to be a featured guest, email us at [email protected] 

**

This is the Optimized Advisor Podcast, where we focus on optimizing the wellbeing and best practices of insurance and financial professionals. Our objective is to help you optimize your life, optimize your profession, and learn from other optimized advisors. If you have questions or would like to be a featured guest, email us at [email protected]

Optimized Insurance Planning

Solo episode with Scott sharing some of the words he operates and lives by as his Law.  An individual’s Law are words one lives by that enlighten meaning and bring purpose, a code of sorts. Passion, Professional, Process, Performance and Persistence are some of the words that define Scott’s code. Scott dives into what these words mean to him and shares tactical tips for defining your Law.   

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This is the Optimized Advisor Podcast, where we focus on optimizing the wellbeing and best practices of insurance and financial professionals. Our objective is to help you optimize your life, optimize your profession, and learn from other optimized advisors. If you have questions or would like to be a featured guest, email us at [email protected]

**

This is the Optimized Advisor Podcast, where we focus on optimizing the wellbeing and best practices of insurance and financial professionals. Our objective is to help you optimize your life, optimize your profession, and learn from other optimized advisors. If you have questions or would like to be a featured guest, email us at [email protected]

Optimized Insurance Planning