SaaS Covisum Founder Joe Elsasser Show 079
Listen Up Show with Mitchell Chadrow
Release Date: 01/01/2019
Answernet Entrepreneur Founder Gary Pudles
Listen Up Show with Mitchell Chadrow
Gary Pudles, (@GaryPudles) is the founder, and CEO of Answernet, was named by Inc. Magazine Inc. 500, as one of the “fastest-growing businesses” in the US. In 2019, AnswerNet which handles tens of millions of calls and Internet contacts for thousands of clients, ranging from Fortune 100 firms to small private practices also has 25 call centers around the country.
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Success Attitude Go All In Do Whatever It Takes With Robert Brus Show 080
Listen Up Show with Mitchell Chadrow
What is the "Go All In" Podcast Movement? Find out just Listen Up to Show 080. I interview Robert Brus, Founder of the Go All In Podcast Movement. Robert tells us his story where he has a can-do attitude of "do whatever it takes"to live your life to its absolute maximum potential.
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SaaS Covisum Founder Joe Elsasser Show 079
Listen Up Show with Mitchell Chadrow
Covisum is a SaaS, Fintech, software, technology, company whose product tax clarity, helps with social security, retirement, and is an excellent financial planning tool used by financial planners.
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Dan Lok Passive Income High Ticket Sales Genius Show 078
Listen Up Show with Mitchell Chadrow
Dan Lok is known as an internet millionaire, online entrepreneur and a millionaire mentor. Dan Lok has built a business to help make other young entrepreneurs become successful in business.
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Financial Planner Josh Scandlen Founder Heritage Wealth Planning Show 077
Listen Up Show with Mitchell Chadrow
Josh Scandlen Financial Planner Founder Heritage Wealth Planning. In March of 2018, after working as a W-2 employee for over 20 years with Vanguard, USAA and few smaller firms Josh got the taste of what he calls independence and started his own financial planning firm.
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Financial Entrepreneur Anthony Thomson Bank Founder UK Metro Atom AU 86 400 Show 076
Listen Up Show with Mitchell Chadrow
Financial Entrepreneur Anthony Thomson Bank Founder UK Metro Atom AU 86 400. Anthony Thomson, Founder of three banks two in the UK Metro Bank and Atom Bank and most recently Australia 86 400 Neobank.
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Dennis Shields YieldStreet Esquire Bank LawCash Founder Show 075
Listen Up Show with Mitchell Chadrow
Dennis Shields founder of YieldStreet, Esquire Bank, and LawCash.
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Regtech Checkbox Startup Success in Fintech Evan Wong Show 074
Listen Up Show with Mitchell Chadrow
Evan Wong is the founder of Checkbox a regtech Australian startup in the fintech industry.
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Australia Radio TV Host Nicole Cooper Banks Show 073
Listen Up Show with Mitchell Chadrow
Nicole Cooper Banks is an Australian radio-TV host on HitFM 102.3 and HitFM 105.1
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FreshMerge Marketing Software Fresh Finance CEO Teresa Leno Show 072
Listen Up Show with Mitchell Chadrow
FreshMerge Marketing Software Fresh Finance CEO Teresa Leno. FreshMerge is marketing software for large sales team groups that are managed by various marketing departments to produce industry-specific content. The freshMerge software provides a dynamic newsletter, PDF print copy, and social media posting to LinkedIn and Facebook of each article automatically upon publishing for each of your sales team members branded to them
info_outlineJoe Elsasser Founder SaaS Covisum
Covisum help advisors and their clients create a shared vision of the future. Their suite of financial planning tools, Social Security Timing, Tax Clarity, and, SmartRisk, financial advisors can take a multidimensional, holistic view of retirement for their clients. The company enhances their software services by offering expert training and awesome support. And the firms community of like-minded advisors enables members to leverage each other’s knowledge and experience to enhance their business practices, expertise, and centers of influence.
Joe created and patented a software program back in 2011 called Social Security Timing.
Joe has helped thousands of financial advisor clients identify optimal Social Security claiming strategies for their clients. He also co-authored the book "Maximize Your Social Security." Joe has been involved in the financial services industry since 2001 as an advisor, a marketer, and a coach. He was also the Director of Advisory Services for Senior Market Sales, Inc. The same company that owns a majority stake in Covisum and purchased Joe's financial planning business, Sequent.
Joe has been featured in the Wall Street Journal, US News & World Report, CBS MoneyWatch, Investment News, Morning Star, Reuters, New York Daily News and other respected media outlets.
Why did the software catch on so quickly well pensions have been disappearing over the last decade, markets can be seen as unreliable so social security is even more critical for families to create a lifetime income stream in retirement? Joe lets us know how critical the choices available and how the consequences of those choices can actually derail our retirement. The software compares every possible election strategy available to married couples, single people, divorced people, widows, government employees and even those who have already elected and generates a full report incorporating multiple possible ages of death, cost of living adjustments, including claiming instructions, cash flow report, income gap report, and more.
tags: SaaS, Fintech, software, technology, tax clarity, social security, retirement, financial planning, financial planners, covisum,
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