Paul Blanco's Small Steps, Big Wins

Small Steps, Big Wins. A podcast focused on the financial world and more. Paul Blanco, CEO of Barnum Financial Group, sits down with a special guest each week to discuss important topics within the financial sector. He’ll explore what it takes to be successful in our everyday lives and learn what shapes our industry.

Jason Bayuk has built a multi-faceted, highly successful career helping individuals and business owners build and maintain their wealth. He joins the show to share his journey with us — the challenges he’s overcome and how he was able to build a successful career that continues to grow to this day.

Bio:

As a CERTIFIED FINANCIAL PLANNER™ professional and fiduciary, Jason Bayuk offers investment management and asset protection solutions to individuals and their families. He also works extensively with business owners and corporate executives delivering financial education, executive compensation strategies, and business succession planning.

Jason is part of a team of financial professionals that provides strategic advice that is integrated, comprehensive, and customized for each client. Each member contributes specialized perspectives and expertise. Together they strive to preserve and grow each client’s wealth while helping them make the best long-term decisions through a portfolio management process based on disciplined planning and analysis of their overall financial situation. They also develop income and asset protection strategies utilizing life insurance, disability income insurance, and long-term care insurance.

Jason is a sought after presenter and passionate educator delivering financial literacy programs at major corporations across the country. He earned a Bachelor of Science degree in economics from New York University. Jason has previously worked as a reinsurance broker and risk analyst at Guy Carpenter, LLC, and as a financial advisor at Morgan Stanley.

Jason’s work on behalf of his clients has received numerous recognitions including membership in MetLife’s Chairman’s Council which is awarded to the top performing financial services executives in the organization. Jason has additionally qualified for MassMutual’s Top of the Council which represents the elite in the field force and consists of the top 125 performing advisors. With Jason’s outstanding achievements and impressive leadership trajectory, MassMutual has appointed Jason to serve as co-chair of the MassMutual AAX and African American sub-committee and MassMutual’s AAX Marketing sub-committee. Jason is also proud to be making a difference at his firm and actively serves on Barnum Financial Group’s DEI committee.

Jason grew up in White Plains, New York where he was an avid basketball player and was a two-time captain on his team where he played at NYU. He currently lives in Brooklyn with his wife Stefanie, enjoys traveling, and is a passionate fisherman.

Podcast Disclosure:

All opinions expressed by the Program Participants are solely their current opinions and do not reflect the opinions their respective parent companies or affiliates or the companies with which the Program Participants are affiliated.

Investments or strategies mentioned in this program may not be suitable for you and you should make your own independent decision regarding them. This material does not take into account your particular investment objectives, financial situation or needs and is not intended as recommendations appropriate for you. You should strongly consider seeking advice from your own investment adviser.

Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. 6 Corporate Drive, Shelton, CT 06484, Tel: 203-513-6000.

CRN202910-12213588

Small Steps, Big Wins. A podcast focused on the financial world and more. Paul Blanco, CEO of Barnum Financial Group, sits down with a special guest each week to discuss important topics within the financial sector. He’ll explore what it takes to be successful in our everyday lives and learn what shapes our industry.

Bryan is a financial planner and financial executive who achieved success at an early age and has built that into a consistent, high-performing career. He joins me to talk about his career path and his journey through his career. We’ll learn about the challenges he overcame, what it takes to be consistent in this business and how the lessons he’s learned can help those who come after him.

Bio:

I consider myself a life-long learner, I have built a comprehensive wealth management practice on the foundation of a highly valued principal: giving people the knowledge and information they need to make financial decisions with confidence.

My associates and I serve the investment and protection needs of individuals and their families as well as work with corporations and their employees to provide education and planning services. I work closely with each client to truly understand their needs, challenges, opportunities, and goals.

Podcast Disclosure:

All opinions expressed by the Program Participants are solely their current opinions and do not reflect the opinions their respective parent companies or affiliates or the companies with which the Program Participants are affiliated.

Investments or strategies mentioned in this program may not be suitable for you and you should make your own independent decision regarding them. This material does not take into account your particular investment objectives, financial situation or needs and is not intended as recommendations appropriate for you. You should strongly consider seeking advice from your own investment adviser.

Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. 6 Corporate Drive, Shelton, CT 06484, Tel: 203-513-6000.

CRN202910-12213588

Small Steps, Big Wins. A podcast focused on the financial world and more. Paul Blanco, CEO of Barnum Financial Group, sits down with a special guest each week to discuss important topics within the financial sector. He’ll explore what it takes to be successful in our everyday lives and learn what shapes our industry.

Today's Guest: Niko Vamvakas, RICP®

Nico is the Vice-President of Retirement Planning Solutions for Barnum Financial Group. He serves as a resource to Barnum's advisors and clients by helping to design optimal retirement recommendations and help put clients on the right path to meet their financial goals and objectives. He joins me to talk about the retirement planning space, the current state of annuities, as well as its future outlook and a few programs he’s been working on for Barnum.

Bio:

Vice-President of Retirement Planning Solutions | Barnum Financial Group

As the retirement products consultant, I serve as a resource to Barnum's advisors and clients by analyzing client’s unique financial data and designing optimal retirement recommendations, in-force contract analysis, case design, and retirement income solutions that help put the client on the right path to meet their financial goals and objectives.

To better serve our clients, I have obtained the Series 7 and 66 securities registrations as well as the Life and Health Insurance license. I started my career in operations as a business analyst and combining my experience in the back end of Barnum’s business model with my education and licenses has prepared me to enter the front lines of the business with a well-rounded view of the industry and its workings which truly allowed me to become experienced in his field.

I am also dedicated to the financial education of our clients and leverage my experience in the industry by conducting educational seminars on the importance of retirement planning and how to utilize various vehicles and products that help protect our client’s financial future.

In my spare time, I enjoy traveling, with my favorite destination being my parents’ home country of Greece. I also enjoy playing soccer and football as well as regularly helping at my family’s restaurant, Patricia’s in downtown New Haven.

Podcast Disclosure:

All opinions expressed by the Program Participants are solely their current opinions and do not reflect the opinions their respective parent companies or affiliates or the companies with which the Program Participants are affiliated.

Investments or strategies mentioned in this program may not be suitable for you and you should make your own independent decision regarding them. This material does not take into account your particular investment objectives, financial situation or needs and is not intended as recommendations appropriate for you. You should strongly consider seeking advice from your own investment adviser.

Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. 6 Corporate Drive, Shelton, CT 06484, Tel: 203-513-6000.

CRN202910-12213588

Small Steps, Big Wins. A podcast focused on the financial world and more. Paul Blanco, CEO of Barnum Financial Group, sits down with a special guest each week to discuss important topics within the financial sector. He’ll explore what it takes to be successful in our everyday lives and learn what shapes our industry.

Today's Guest: Ben Howarth

Ben is a financial advisor and financial services executive with Barnum Financial Group. He helps clients, along with his team, define what they want, determine where they are in relation to their goals, and provide a strategy to help clients achieve those goals. He has worked in this industry for many years and I know his story will be sure to inspire and provide insight into what it takes to be a great advocate for your clients.

Bio:

Financial Advisor | Financial Services Executive | Barnum Financial Group

My vision is to work with you on your journey through life and help you open the doors of financial opportunity in order to achieve your goals.

Podcast Disclosure:

All opinions expressed by the Program Participants are solely their current opinions and do not reflect the opinions their respective parent companies or affiliates or the companies with which the Program Participants are affiliated.

Investments or strategies mentioned in this program may not be suitable for you and you should make your own independent decision regarding them. This material does not take into account your particular investment objectives, financial situation or needs and is not intended as recommendations appropriate for you. You should strongly consider seeking advice from your own investment adviser.

Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. 6 Corporate Drive, Shelton, CT 06484, Tel: 203-513-6000.

CRN202910-12213588

Small Steps, Big Wins. A podcast focused on the financial world and more. Paul Blanco, CEO of Barnum Financial Group, sits down with a special guest each week to discuss important topics within the financial sector. He’ll explore what it takes to be successful in our everyday lives and learn what shapes our industry.

Today's Guest: Jim Ian

Jim is here to discuss his journey from a young, financial professional to one of Barnum’s top performers. We’ll touch upon his current work and discuss his personal insights about our industry.

Bio:

Managing Partner, Wealth Management Advisor | Barnum Capital Management

With 20 years of industry experience, my focuses are on asset management, financial planning, and protection planning strategies. For over a decade, I have taught financial planning classes in major corporations across the tri-state area educating thousands on a variety of financial topics. I also co-hosted Connecticut’s #1 financial talk show, Smart Money Radio, for over eight years. Through my work with my clients, I have been fortunate enough to be a multi-year winner recipient of the Connecticut Magazine’s Five Star Wealth Manager Award. I currently live in Guilford, Connecticut with my wife and two sons and enjoy staying active in our community, giving time to many charitable organizations.

Podcast Disclosure:

All opinions expressed by the Program Participants are solely their current opinions and do not reflect the opinions their respective parent companies or affiliates or the companies with which the Program Participants are affiliated.

Investments or strategies mentioned in this program may not be suitable for you and you should make your own independent decision regarding them. This material does not take into account your particular investment objectives, financial situation or needs and is not intended as recommendations appropriate for you. You should strongly consider seeking advice from your own investment adviser.

Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. 6 Corporate Drive, Shelton, CT 06484, Tel: 203-513-6000.

CRN202910-12213588

Small Steps, Big Wins. A podcast focused on the financial world and more. Paul Blanco, CEO of Barnum Financial Group, sits down with a special guest each week to discuss important topics within the financial sector. He’ll explore what it takes to be successful in our everyday lives and learn what shapes our industry.

Today's Guest: Paul Tyler

Paul is the Chief Marketing Officer with the Nassau Financial Group. He is a major part of the FinTech space, especially in our industry. He’s here to talk about how he started in this business, what he’s currently working on and his thoughts of what the future holds for FinTech in our field.

Bio: Strategy, Marketing & Technology | CMO | Nassau Financial Group

I'm currently building a retirement brand, reengaging independent agents, building a direct-to-consumer channel, and running an Insurtech incubator. My passions include strategy, finance, insurance, fitness, community, and all things digital.

Podcast Disclosure:

All opinions expressed by the Program Participants are solely their current opinions and do not reflect the opinions their respective parent companies or affiliates or the companies with which the Program Participants are affiliated.

Investments or strategies mentioned in this program may not be suitable for you and you should make your own independent decision regarding them. This material does not take into account your particular investment objectives, financial situation or needs and is not intended as recommendations appropriate for you. You should strongly consider seeking advice from your own investment adviser.

Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. 6 Corporate Drive, Shelton, CT 06484, Tel: 203-513-6000.

CRN202910-12213588

Small Steps, Big Wins. A podcast focused on the financial world and more. Paul Blanco, CEO of Barnum Financial Group, sits down with a special guest each week to discuss important topics within the financial sector. He’ll explore what it takes to be successful in our everyday lives and learn what shapes our industry.

Today's Guest: Jeremy Hus

Jeremy joins us to discuss the world of financial planning. From its current state in the industry to where it might be headed in the near future.

Bio: Vice President, Financial Planning | Barnum Financial Group

Jeremy leads a team that helps Barnum’s senior relationship managers to develop personalized wealth management plans and innovative solutions to meet their current and long-term goals.

Podcast Disclosure:

All opinions expressed by the Program Participants are solely their current opinions and do not reflect the opinions their respective parent companies or affiliates or the companies with which the Program Participants are affiliated.

Investments or strategies mentioned in this program may not be suitable for you and you should make your own independent decision regarding them. This material does not take into account your particular investment objectives, financial situation or needs and is not intended as recommendations appropriate for you. You should strongly consider seeking advice from your own investment adviser.

Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. 6 Corporate Drive, Shelton, CT 06484, Tel: 203-513-6000.

CRN202910-12213588

Small Steps, Big Wins. A podcast focused on the financial world and more. Paul Blanco, CEO of Barnum Financial Group, sits down with a special guest each week to discuss important topics within the financial sector. He’ll explore what it takes to be successful in our everyday lives and learn what shapes our industry.

Today's Guest: Andy Wigzell

I asked Andy to be on the show so we could discuss his journey from a young, financial professional to one of Barnum’s top performers. We’ll touch upon his work with various programs and uncover his personal insights about our industry.

Bio: Financial Planner | Barnum Financial Group

My goal is to structure a relationship that reflects the many ways in which your personal and financial lives interact. My team and I will listen carefully, analyze thoroughly, and assemble your wealth management team - skilled professionals who anticipate challenges and help you address them.

Your life is dynamic and evolving. To be effective, your financial strategies must keep pace. My team and I work to align strategies with opportunities while maintaining sight of your situation. The team works together, analyzing information, sharing ideas, to help ensure that each product and service that we present to you is consistent with your overall strategy.

I lead the group, providing general services, but emphasizing financial planning and investments. Other members of the team have areas of focus from Charitable Giving to Insurance and Estate Planning. Supporting us are the specialists in our case design group, who have the technical expertise for a broad range of financial disciplines.

Podcast Disclosure:

All opinions expressed by the Program Participants are solely their current opinions and do not reflect the opinions their respective parent companies or affiliates or the companies with which the Program Participants are affiliated.

Investments or strategies mentioned in this program may not be suitable for you and you should make your own independent decision regarding them. This material does not take into account your particular investment objectives, financial situation or needs and is not intended as recommendations appropriate for you. You should strongly consider seeking advice from your own investment adviser.

Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. 6 Corporate Drive, Shelton, CT 06484, Tel: 203-513-6000.

CRN202910-12213588

Small Steps, Big Wins. A podcast focused on the financial world and more. Paul Blanco, CEO of Barnum Financial Group, sits down with a special guest each week to discuss important topics within the financial sector. He’ll explore what it takes to be successful in our everyday lives and learn what shapes our industry.

Today's Guest: Myles Lambert

He’s here to talk about how the life insurance industry continues to evolve and the importance of understanding a clients’ always changing needs throughout their lives. Much like everything in this industry, the more adaptable you are to the evolution of the trends, the better prepared you’ll be to help your clients. Let’s get into it.

Bio: Executive Vice President | Brighthouse Financial

Highly accomplished Wealth Management Professional with proven leadership in financial services and a demonstrated ability in management, business development and sales. Experienced in developing, expanding, and efficiently targeting markets with effective product mixes to surpass goals. Skilled at creating and executing long term strategies customized to meet client needs in a profit-driven, customer-focused environment. Strengths in leadership, advocacy and collaborating with others to successfully accomplish objectives. Steady progression of advancement and increased responsibilities with a professional reputation as one who can exceed expectations and meet deadlines.

Podcast Disclosure:

All opinions expressed by the Program Participants are solely their current opinions and do not reflect the opinions their respective parent companies or affiliates or the companies with which the Program Participants are affiliated.

Investments or strategies mentioned in this program may not be suitable for you and you should make your own independent decision regarding them. This material does not take into account your particular investment objectives, financial situation or needs and is not intended as recommendations appropriate for you. You should strongly consider seeking advice from your own investment adviser.

Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. 6 Corporate Drive, Shelton, CT 06484, Tel: 203-513-6000.

CRN202908-11296085

Small Steps, Big Wins. A podcast focused on the financial world and more. Paul Blanco, CEO of Barnum Financial Group, sits down with a special guest each week to discuss important topics within the financial sector. He’ll explore what it takes to be successful in our everyday lives and learn what shapes our industry.

Today's Guest: Matthew Teel

Matt is here today to talk about life insurance and how to bring forth a holistic, plug and play strategic outline of insurance strategies that helps with discovery, design, underwriting, placement, and service for clients and business partners alike.

Bio: Founder, Managing Principal of Risk & Associates, LLC

Many sell insurance products - we provide comprehensive insurance strategies. I collaborate with Wealth Managers, CPAs, T&E attorneys and more, to help better serve our mutual clients. My team is continuing to drive BFGs capacity and capabilities into an approach that is aimed at delivering world class, congruent wealth protection for our clients, an approach with intelligent risk solutions. We bring forth a holistic, plug and play strategic outline of insurance strategies that helps with discovery, design, underwriting, placement, and service for clients and business partners alike. Our approach operates on an open architecture platform and philosophy, instilling confidence in our clients that we are providing objective and unbiased insurance planning advice that adds and creates value and lasting relationships.

Podcast Disclosure:

All opinions expressed by the Program Participants are solely their current opinions and do not reflect the opinions their respective parent companies or affiliates or the companies with which the Program Participants are affiliated.

Investments or strategies mentioned in this program may not be suitable for you and you should make your own independent decision regarding them. This material does not take into account your particular investment objectives, financial situation or needs and is not intended as recommendations appropriate for you. You should strongly consider seeking advice from your own investment adviser.

Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. 6 Corporate Drive, Shelton, CT 06484, Tel: 203-513-6000.

CRN202908-11296085