The Confident Retirement

Jason S. Weiss is a litigator who handles all aspects of business and commercial litigation. He was recently appointed as a Board Member of Benefits Specialist Inc. and voted President of Leadership Coral Springs Class of 2011. Jason is also a former adjunct professor of Sports Law at Nova Southeastern School of Law, a former adjunct professor of the graduate level course Sports Law at St. Thomas...

Maryam Golbarg is a tax resolution attorney and an Enrolled Agent and is authorized to represent taxpayers in all 50 U.S. States before the IRS and state tax authorities with years of experience negotiating with the Internal Revenue Service and State taxing authorities Prior to the Law Offices of Maryam M. Golbarg, P.C., Maryam spent more than seven years working with two large tax resolution comp...

Clayton Cruse is the Managing Partner of The Estate, PLLC, a family-owned and operated tax law practice located in Houston, Texas.  Taking a holistic, family-first approach, Clayton assists families, small businesses, and families with small businesses to live and operate more tax efficiently, plan for the future, and build a family legacy through careful estate, business, and tax planning. Clayto...

Dr Courtney Epps, EA is a tax strategist, international speaker, and author of the Best Selling books More Relaxing Less Taxing & What’s Your Plan B?. She owns a full-service accounting firm in South Carolina and serves clients in every state. She has owned her practice for nineteen years. What sets their firm apart is the tax strategy that it offers to clients as the focus is not just to prepare...

Brent W. Nelson is a partner at Rimon, P.C., practicing in Arizona and Colorado. A select group of U.S. and international individuals, families and financial institutions work with Brent on their complex tax, estate planning, and family business matters. Collectively, Brent’s clients live, invest, or have family on every inhabitable continent in the world. Brent is an ACTEC Fellow, the former Chai...

Lauren Cadilac owns and operates Cadilac Law, PLLC, based in Oak Cliff, Dallas, Texas:  www. CadilacLaw.com Cadilac Law, focuses on real estate, probate, and estate planning. Additional services include business planning, bookkeeping, audits, and bankruptcy. In 2019 Cadilac Law, was chosen by the City of Dallas to develop and manage their title clearing program which has reached over one-hundred a...

Patricia Mathews, Principal Consultant with Workplace Experts, LLC, has over forty years of experience in Human Resources management and consulting. Her clients have included union and non-union, for profit and nonprofit, and public and private sector organizations.   Pat served as Vice President of Human Resources for the Argosy Gaming Company in Illinois; and Human Resources Director for Anheuse...

Drawing on 25 years of experience, Brian focuses his practice on representing clients in IRS tax controversies and tax litigation opposite the IRS and the Department of Justice, advising nonprofit organizations on tax and governance matters and helping businesses navigate state and federal appeals.   Listen to this informative The Confident Retirement episode with Brian Bernhardt about dealing wit...

Kris has been in the financial services industry since 1999. He currently carries the Chartered Retirement Planning Counselor(CRPC) Accredited Investment Fiduciary(AIF) and Behavioral Financial Advisor (BFA) designations. He has co-authored a book on personal financial planning. Outside of work, Kris enjoys family, golf, music, reading and exercise. He and his wife, Meg, live in Bradenton with the...

Matthew Eyet received his law degree from Widener University School of Law, where he graduated first in his class and received the prestigious Valedictorian Award. During law school, he participated in the Moot Court Honor Society and was a member of the Law Journal. As a member of the Moot Court Honor Society, his team received the Best Brief Award at the Jerome Prince Evidence Competition at Bro...

Jeff Levine is a partner with A&L since 1983, serves as “Chairman of the Board” and oversees the firm’s strategic planning.  He got his undergrad degree from Boston University and loves penguins.   Listen to this informative The Confident Retirement episode with Jeffrey Levine. Here is what to expect on this week’s show: - What Jeff would do if he started over - What is a financial therapist? - Im...

Michael Mortellaro received his Bachelor of Science degree from the University of Phoenix in 2003. He received his Juris Doctor from Florida International University and graduated with honors in 2006. Mr. Mortellaro’s practice areas include: Estate Planning, Probate, Medicaid Asset Protection, and VA Benefits. Mortellaro Law helps families with their estate planning, probate, and elder law legal n...

Aaron Arenbart is an insurance broker in 23 states. He has been working with Medicare insurance plans since 2008. He helps demystify Medicare for his clients by taking a solution-based approach to understanding their health, lifestyle, and budget. He meets his clients where they are at with their Medicare understanding and tailors his consulting to their needs and desires. His goal is to place his...

Scott Sims is a licensed insurance broker focused on helping boomers transition into Medicare. Now 8 years in the business, Scott has taken his knowledge of the Senior health insurance business and started making Medicare educational videos online in 2019. With over 133K followers on TikTok and almost 4,000 YouTube subscribers, it’s obvious people want to be educated before they choose or buy a pr...

J. Jair Espinoza currently holds the position of Group Benefits Manager for the City of Miami in the City’s Risk Management Department, under the leadership of Director, Ann-Marie Sharpe, ARM-P. Jair has been with the City since March 2011 and hired as Supervisor of Payroll, in the Finance Dept. He was promoted to current position in October 2012. He is also a member of the State and Local Governm...

Prior to launching Global Tax Law PLLC, Christine worked at Deloitte Tax LLP, DLA Piper LLP, and McDermott Will & Emery LLP in the international tax and private client groups. During law school, Christine interned at the Office of Chief Counsel of the Internal Revenue Service in the Large Business and International (LB&I) Division. Christine earned a Bachelor of Science in International Business a...

Nancy Hendrickson started with CAN Community Health in July of 2016 working as a temp where she was responsible for processing Payroll and general HR duties. Shortly thereafter, she was hired and currently is the Total Rewards Manager where she manages all aspects of the employee benefits program. This includes health and welfare plans, retirement plans, life insurance, wellness programs, and any...

Episode 054 How Does Fashion Influence Group Benefits Programs? Featuring Jessica O'Leary, HR Professional Jessica O’Leary is a well-rounded and resourceful HR Professional with working experience in the education and municipal sectors. Jessica is skilled in benefits package design, strategy, risk management, training and development, recruitment, and compliance. Jessica has strong Human Resources...

Azriel Baer’s practice focuses on estate planning, trust and estate administration at Farrell Fritz Attorneys based in Uniondale, NY. Azi advises clients on wealth preservation, estate, and gift tax planning. He helps his clients achieve their estate planning objectives by preparing wills, revocable and irrevocable trust instruments, and advance directives. The favorite part of Azi’s practice is h...

For over 20 years, Bev Murray has worked as a realtor in Sarasota, Florida. She is responsible for over $400 million of real estate bought, sold, and built in the area. Bev specializes in residential and vacant land purchasing and development sales and is ranked in the top one-half of one percent of over 50,000 Berkshire Hathaway Home Services agents nationwide. Bev is a certified real estate nego...

Taso Milonas is a Florida Bar Board Certified Tax Lawyer where fewer than five percent of all attorneys admitted to practice in Florida are Board Certified. Taso also holds a Master of Laws in Taxation. His practice today is primarily in trust and estate litigation. Along with his practice, Taso is passionate about giving back to the community. He is currently serving on the Johns Hopkins All Chil...

Episode 050 Solving the retirement income conundrum. Featuring David Macchia, Tech Entrepreneur David Macchia is an entrepreneur, a thought leader, and a public speaker focused on communication and tech solutions for retirement income distribution planning. David writes frequently on the retirement income for consumers and financial professionals, and is the author of Lucky Retiree, how to keep yo...

Stuart Schoenfeld is a Partner with Capell, Barnett, Matalon and Schoenfeld, with offices in NY City, Long Island and Florida. Stuart specializes in elder law, estate planning, asset preservation, Medicaid, and property transactions. He’s also a published author and frequent speaker on planning for children and adults with developmental disabilities. Stuart enjoys giving back to the community and...

Naomi Wood – The Confident Retirement Podcast with Kris Flammang Episode 048 Benefits abound! One administrator’s take on what's trending. Featuring Naomi Wood, Benefits Specialist at Abt Associates.  Naomi G. Wood is a Benefits Specialist at Abt Associates, where she counsels employees and Abt’s HR Staff on the various benefit plans offered at her organization.  Prior to her current role, Naomi s...

Danielle Roberts – The Confident Retirement Podcast with Kris Flammang Episode 047 Solving the "Medicare wordle" in one episode? Done! Featuring Danielle Roberts, Founding Partner, Boomer Benefits  Danielle Roberts always knew she wanted to work with the elderly, but she didn’t know how. Now she serves that group exclusively. It started when her insurance clients kept asking if she could help thei...