The Confident Retirement

Marci Walker – The Confident Retirement Podcast with Kris Flammang Episode 046 A calm voice in the face of an unpredictable mortgage sky with Marci Walker, a Co-Founder, Blue Skye Lending  Marci Walker changed her career from auto finance to joining the mortgage industry. She enjoyed the career switch and with colleagues, co-founded Blue Skye Lending almost 20 years ago. Marci and her partners hav...

Marie Torossian – The Confident Retirement Podcast with Kris Flammang Episode 045 A CPA Turning the Industry on its Head - Really! with Marie Torossian, CPA Marie Torossian, a Chartered Global Management Accountant, auditor, CFO, and author, has the passion to help clients succeed in their business, increase their business value, and live the life they want. She firmly believes in living in God’s...

Mark Fontanella – The Confident Retirement Podcast with Kris Flammang Episode 044 Protection planning. Lead with a WHY with Mark Fontanella, Health Insurance Professional, Hanson and Ryan Mark Fontanella is a health insurance professional at Hanson and Ryan, a family-owned insurance company operating for over 140 years. Based in New Jersey, the company works to identify and simplify the insurance...

Brandon Hall – The Confident Retirement Podcast with Kris Flammang Episode 043 Helping clients diversify self-directed IRA investments with Brandon Hall, President Midland IRA Brandon Hall started at Midland Trust 19 years ago with the purpose of starting an IRA side of the accounting business. Today, Brandon is the President and COO of the company that only operates on IRAs and 1031s as the firm’...

Alisa Heedy – The Confident Retirement Podcast with Kris Flammang Episode 042 Finding A Calling to Help Others Leave their Legacy with Alisa Heedy Alisa Heedy is a Trusts and Estates Attorney at Williams Parker in Sarasota, Florida. After graduating from the University of Florida, she studied law at Stetson University. She also has a LL.M degree in Taxation from the University of Florida, which sh...

David Silver – The Confident Retirement Podcast with Kris Flammang Episode 041 Medicare Straight Talk from Medicare Dave with David Silver Dave Silver had invested in real estate and when the markets crashed, he looked for a new career. His strength in sales comes from being knowledgeable in the product he represents, Medicare Insurance Plan options. Dave is a licensed insurance agent specializing...

Niuris Bezanilla – The Confident Retirement Podcast with Kris Flammang Episode 040 Not all Probates are Equal with Niuris Bezanilla, Managing Attorney, EPDG Niuris Bezanilla, managing attorney of the Trust and Estates department, EPDG, represents domestic and international individuals in the practice areas of Trusts and Estates, with a focus on establishing domestic estate plans, probates, and gua...

Bette Hochberger – The Confident Retirement Podcast with Kris Flammang Episode 039 Doctors, Lawyers and Crypto... OH MY! Featuring Bette Hochberger Bette Hochberger, CPA, CGMA runs a boutique firm offering accounting services, business consulting, and financial advice to forward-thinking professionals and businesses, including doctors and lawyers. Bette focuses on real estate investment owners, co...

Jeffrey H. Skatoff, Esq. – The Confident Retirement Podcast with Kris Flammang Episode 038 Does a Trust solve all estate plan problems? With Jeffrey H. Skatoff, Esq. Jeffrey H. Skatoff is the founder and primary contributor to Probate Stars, a website that offers information for clients to understand inheritance solutions. For over 30 years, Jeffery has practiced law in the areas of probate, estat...

Hillel Presser, Esq., MBA Asset Protection Attorney – The Confident Retirement Podcast with Kris Flammang Episode 037 Asset protection is not the same as estate planning with Hillel Presser, Esq., MBA Asset Protection Attorney Hillel Presser, Esq., MBA represents individuals and businesses with comprehensive asset protection plans, nationally and internationally. Hillel has been featured in public...

Ryan Reiffert, PLLC   – The Confident Retirement Podcast with Kris Flammang Episode 035 Personal attention has no substitute with Ryan Reiffert, PLLC Ryan Reiffert, PLLC, is a business lawyer based in San Antonio, Texas. Ryan studied law at NY University, worked in NY City and became in-house counsel for a tech start-up. After working in some of the largest firms in the world, Ryan took control ov...

Ignacio Huergo, CPA   – The Confident Retirement Podcast with Kris Flammang Episode 033 From yoga to dentistry-helping small business and individuals with taxes, featuring Ignacio Huergo, CPA As a kid, Ignacio Huergo was always good at math and numbers, so he knew his calling early on and entered the accounting curriculum at Florida International University and then received his MBA in Business fr...

Martha Shedden   – The Confident Retirement Podcast with Kris Flammang Episode 032 A voyage into the mind of a Social Security Jedi Master with Martha Shedden When Martha Shedden read and learned about Social Security options available to retirees, she was shocked at the choices one could make that have long-term negative consequences. Today, she considers it a privilege and reward to help people...

Annette Harris   – The Confident Retirement Podcast with Kris Flammang Episode 031 Is Budgeting a Dirty Word? Begin With the End in Mind! Featuring Annette Harris, Harris Financial Consulting Annette Harris, Founder of Harris Financial Coaching, is a lifelong learner with nine degrees, a military veteran, mother, and has a great passion for personal fitness. Annette is just as passionate about the...

Michael Raanan   – The Confident Retirement Podcast with Kris Flammang Episode 030: Michael Raanan Michael Raanan, MBA, EA, is an IRS-licensed Tax Relief Specialist, Enrolled Agent, and former Senior IRS Agent. He is also the founder and President of Landmark Tax Group, a nationally known and well-respected professional tax firm that specializes in IRS Back Taxes. While working over 17 years at th...

Sonia Rosa   – The Confident Retirement Podcast with Kris Flammang Episode 029: Sonia Rosa Sonia I. Rosa, CPA has worked in corporate and public accounting for over 20 years. She has an MBA from Methodist University. In 2016, she took a leap of faith and started her own firm working on accounting and taxes helping small business owners. She has a passion for helping others achieve their financial...

Alana Fallis   – The Confident Retirement Podcast with Kris Flammang Episode 028: Alana Fallis Alana Fallis is currently managing People Ops at Quantum Metric, a remote tech-startup. Currently living in Tampa, she is a former actress turned HR practitioner with a couple of curious stops along the way. Recently she achieved a Brain-Based Coaching Certification from the NeuroLeadership Institute, wh...

Daniel Henn – The Confident Retirement Podcast with Kris Flammang Episode 027: Daniel Henn   Dan Henn, CPA, CTR, CTC is a seasoned Tax Professional, Financial Coach, Entrepreneur, and Speaker who is based in Rockledge, Florida. He is also the author of “No Holds Barred, Candid Talk About Small Business Success In Florida,” and “41 Dangerous IRS Tax Red Flags” which is now available on Amazon. He i...

Jaclyn Strauss   – The Confident Retirement Podcast with Kris Flammang Episode 026: Jaclyn Strauss Jaclyn Strauss, CPA is a mid-level executive for a Fortune 100 company with multiple passions. She is the founder of her own company called My Macro Memoir and has become a leading efficiency expert by putting her skills and knowledge to work by creating a secure place for families to digitally organ...

Lester Morales   – The Confident Retirement Podcast with Kris Flammang Episode 025: Lester Morales Lester J. Morales is a true consultant in the human capital and employee benefits arena and currently serves as CEO of Next Impact, LLC. Focused on innovation and changing the “status quo,” Next Impact is a full-service employee benefits and human resource marketing and consulting company, committed...

Brad Galbraith   – The Confident Retirement Podcast with Kris Flammang Episode 024: Brad Galbraith Brad A. Galbraith is the Managing Partner at Galbraith, PLLC’s Naples and Indianapolis offices. He focuses on providing creative, cutting-edge estate, tax, and business planning advice to business owners and other wealthy individuals. Brad is board certified in Wills, Trusts, and Estates by The Flori...

Daniel Stock   – The Confident Retirement Podcast with Kris Flammang Episode 023: Daniel Stock   Atty. Daniel H. Stock graduated from Pace University School of Law in 1981 and was admitted to the New York Bar in 1985. He is a member of the Matrimonial Neutral Evaluation Program, a program of the Supreme Court of the State of New York. He is also a member of the New York City Bar Association’s Matr...

Lauren Winans – The Confident Retirement Podcast with Kris Flammang Episode 022: Lauren Winans Lauren Winans is the Chief Executive Officer and Principal HR Consultant for Next Level Benefits, an HR consulting practice offering clients access to HR professionals for both short-term and long-term projects. With 20 years of human resources and employee benefits experience, Winans possesses deep expe...

Hilarie Sehorn   – The Confident Retirement Podcast with Kris Flammang Episode 021: Hilarie Sehorn Hilarie Sehorn has more than 20 years of experience working in the health care field both as a clinician and later as a researcher and Lab Manager. During her time as an audiologist, she performed work with a variety of community outreach programs and served as a consultant for a hospital infant hear...

Emily Bron   – The Confident Retirement Podcast with Kris Flammang Episode 020: Emily Bron Emily Bron is the owner of the International Lifestyle Consulting company, which is helping people to find the destination, create a personal plan, and customized solution for the best place for life, work, and retirement overseas based on customer budget, personal preferences, desired lifestyle, connecting...