Bio: I partner with founder-led businesses to productize their expertise

Bio: I’m 40+ year professional investment manager/advisor, now an income independence coach. I’m also promoting my 2nd book, Retirement Money Secrets.

Bio: Ari Taublieb, ​CFP®​, MBA

Bio: Financial advisor and fiduciary. I teach people retiring with $2M+ how to turn what they saved into a monthly paycheck.