Master Your Money

Master Your Money. Barnum Financial Group presents a client-facing podcast that answers all your questions about personal finance and the industry. From trends to the tenants of the business, your host Elizabeth Hiza will guide you along the way. Episode Topic: The Cost of Healthcare During Retirement Guest: Mike Lynch Bio: Michael is a Financial Planner at Barnum Financial Group. He develops customized planning strategies for individuals, families, and business owners that enable them to build wealth, pay lower taxes, and protect the people who depend on them for support. Michael teaches consumer oriented financial planning courses to employees of corporations, government, and nonprofit organizations. His writings appear in both local and national publications. Mike Lynch is a member of Ed Slott's Master Elite IRA Advisor GroupSM. Click to learn more about this group! Michael is a Financial Planner for people with Special Needs. As the father of a child with special needs, Michael is intimately familiar with the emotional, educational, and financial issues that face special needs families. Michael lives in Stratford, Connecticut with his daughter, Micaela Anne and son Domenic. His hobbies include writing, running, reading and working on his house. He’s written two books: “Keep it Simple. Make it Big: Money Management for a Meaningful Life” (2020) and “It’s All About the income: The Simple System for A Big Retirement” (2022) Make sure to subscribe wherever you listen to your podcasts. Follow us on our Instagram: @barnumfinancialgroup CRN202609-5291560

Master Your Money. Barnum Financial Group presents a client-facing podcast that answers all your questions about personal finance and the industry. From trends to the tenants of the business, your host Elizabeth Hiza will guide you along the way. Episode Topic: Building a Budgeting Sheet Guest: Ian Querze | Director of Advisor Marketing | Barnum Financial Group Bio: I’ve always been a believer that you can achieve anything if you have the right mindset. There are those people who want a simple job where they show up, do their work, check their boxes, and go home with a paycheck, without any thought about what’s next. I am not that kind of person. I do not consider what I do a job, I consider it a career and a journey. I always have my eye on the future and I am consistently forging a path to get me to my goals. I’ve found growth in my career by pushing the boundaries around me. Even when my position seemed to be a dead end, I worked to forge a new path where one did not exist and have been successful. I’m always looking to learn and grow in my position so that I can perform at a higher level, lead at a higher level, and generate the desired results. In all aspects of my life, I’ve always found my way into some sort of leadership role, whether I intended to or not. Some may call me a natural born leader but it’s really the combination of work ethic, confidence, and the right mindset that make being a leader happen organically. From youth sports, boy scouts, school, and college athletics to my current professional career, this has reigned true. Leadership has become a passion that I look to continuously grow and improve in. Marketing and creative design defined my career for the first 7 years before stepping into a formal leadership position at my firm. Today, I get to use the marketing and creative knowledge and skillsets acquired over the past decade to help lead a team of high-performing marketing professionals at large financial firm. Follow us on our Instagram: @barnumfinancialgroup CRN202609-5145326

Master Your Money. Barnum Financial Group presents a client-facing podcast that answers all your questions about personal finance and the industry. From trends to the tenants of the business, your host Elizabeth Hiza will guide you along the way. Episode Topic: Estate Planning Guest: Kate Cassidy | Vice-Presidents, Advanced Markets | Barnum Financial Group Bio: Kate provides case design support in the areas of estate and business planning helping to create sophisticated personalized strategies for individuals, families, and businesses. Prior to joining Barnum, Kate was an estate planning, probate and elder law associate with the law firm of Bishop, Jackson & Kelly, LLC in Milford, Connecticut. She assisted with legacy planning and estate administrations as well as public benefits and special needs planning. Kate is admitted to the Connecticut Bar and is a member of the Connecticut Bar Association’s Estates and Probate and Elder Law sections. Barnum Financial Group, does not provide tax or legal advice. Please consult your tax advisor or attorney for such guidance. *Licensed but not practicing Follow us on our Instagram: @barnumfinancialgroup CRN202609-5145223

Master Your Money. Barnum Financial Group presents a client-facing podcast that answers all your questions about personal finance and the industry. From trends to the tenants of the business, your host Elizabeth Hiza will guide you along the way. Episode Topic: JUMP$TART, Financial Literacy for Young People in Connecticut Guests: Faye Griffiths-Smith and Chris Lee Bio - Faye Griffith's Smith: Teaching people the financial facts of life is my professional pursuit. I enjoy working with diverse groups of people throughout the lifespan, learning about their needs and interests, and encouraging them to take positive financial actions to help them move closer to their goals. Training other professionals in providing financial education to their clientele is also a high priority. I emphasize the importance of engaging program participants in interactive learning activities as an effective way to increase financial capability. As a member of the UConn Extension Disaster Education Network (EDEN) Team, I also provide storm preparedness education. I focus on personal finances, home records, and family preparedness. I serve on the national EDEN Executive Board as the Family and Consumer Sciences Committee Chair and Northeast Region Representative and the Marketing Committee. In June 2020, I became program administrator of the UConn People Empowering People (PEP) Program, an innovative personal and family development program with a strong community focus. The UConn Extension PEP Communities Program builds on the unique strengths and life experiences of the participants, emphasizing connections between individuals and community action. There is also a modified version of this program for inmates in some Connecticut Correctional Institutions led by volunteer facilitators called UConn Extension PEP CI. As President, I lead the Connecticut Jump$tart Coalition which promotes financial literacy for young people in our state. I also continue to serve on the Executive Board of the Connecticut Association of Family and Consumer Sciences. Serving served as President of this affiliate was a highlight. Nationally, I served as the leader for the Family Economics and Resource Management within the American Association of Family and Consumer Sciences. Bio - Chris Lee: Christopher M. Lee is a co-owner of New England Capital Financial Advisors, LLC (a Registered Investment Advisor company registered with the SEC) and has been in the financial service industry since 1993. He graduated with a B.S. from Central Connecticut State University, School of Business, majoring in Finance. In an effort to continue his education and better prepare to advise his clients, Chris has received the following designations and licenses: Received his CERTIFIED FINANCIAL PLANNER TM certification in 2007. Chris also holds the Certified Private Wealth Advisor® certification, administered by the Investments and Wealth Institute and taught in conjunction with the Yale University School of Management. Investment Advisor Representative of New England Capital Financial Advisors, LLC a Registered Investment Advisor company (registered with the SEC) Life insurance licensed in the State of Connecticut. His 27 years of experience in the industry has given him the knowledge and skill to advise clients and the unending inspiration to do so. The satisfaction of watching clients succeed drives him to continue in the industry, along with the joy of forming meaningful relationships with his clients over the years. Chris sees his role as a Senior Advisor as something similar to being a teacher, life coach, and listener. When his clients confide in him, he is eager to offer them a mixture of comfort and truth, providing them with honest information and solutions that work As someone who feels a strong connection to this community, Chris...

Master Your Money. Barnum Financial Group presents a client-facing podcast that answers all your questions about personal finance and the industry. From trends to the tenants of the business, your host Elizabeth Hiza will guide you along the way. Episode Topic: The Power of Mastering Your Health - The Power of the Fork, Wellness Discussion Guest: Michelle Norris Bio: Exercise and Sport Science major and certified Health Coach providing comprehensive, custom built corporate wellness solutions for companies and municipalities across the Carolinas and Virginia. Make sure to subscribe wherever you listen to your podcasts. Follow us on our Instagram: @barnumfinancialgroup CRN202606-4634559

Master Your Money. Barnum Financial Group presents a client-facing podcast that answers all your questions about personal finance and the industry. From trends to the tenants of the business, your host Elizabeth Hiza will guide you along the way. Episode Topic: FAQs About Medicare Guest: Natalie DeMeis, Vice-President, Business Development, Barnum Financial Group Bio: With extensive experience in employee benefits, Natalina offers comprehensive benefits consulting for organizations ranging from sole proprietors to those employing over 100,000 employees. She also has a deep understanding of the Medicare rules and provisions and is a noted speaker and consultant on that topic. Make sure to subscribe wherever you listen to your podcasts. Follow us on our Instagram: @barnumfinancialgroup CRN202606-4627703

Master Your Money. Barnum Financial Group presents a client-facing podcast that answers all your questions about personal finance and the industry. From trends to the tenants of the business, your host Elizabeth Hiza will guide you along the way. Episode Topic: How To Get More Women Investors Guest: Sandra Scanni, Financial Advisor with Barnum Financial Group Bio: Compassion, empathy, and dedication to improving the lives of others are among the core attributes behind Sandra Scanni and the foundation of her financial services practice. Built on relationships and experience dating back to 1990 when Sandra joined the financial services industry, Sandra’s focus is centered on one overarching goal: empowering her clients with positive financial behavior to provide peace of mind. With acute attention to detail and industry nuances, Sandra is a relentless advocate for clients in addressing a full range of financial objectives. Sandra’s passion and intellectual depth enable her to connect with clients on an individual level in order to create solutions for their specific needs. As a knowledgeable specialist in estate and business planning, Sandra guides clients through a comprehensive process that encompasses a clear, simplistic, and tax-efficient course of action. Anchored in her community and hometown Saint James, New York, Sandra’s vision is for families and business owners to have sustainable, multigenerational wealth while developing a strategy for retirement and creating meaningful legacies. Prior to joining Barnum, Sandra built her practice with New York Life, where she became a Million Dollar Roundtable member (2014). She earned a Bachelor’s Degree in Business from C.W. Post and holds her Series 6 and 63 Securities licenses, along with her Life and Health license. Sandra lives in Saint James, New York with her husband Carlo and their four children, Antonio, Giuliana, and twins Marco and Giordana. An avid fitness enthusiast, Sandra founded her own gym, Energy Gym (2005), and grew her following to nearly 400 loyal members. Sandra continues to embrace an active lifestyle by attending and teaching spinning classes. When she’s not on the spin bike, Sandra enjoys spending time with her family and friends and being involved with her community. Make sure to subscribe wherever you listen to your podcasts. Follow us on our Instagram: @barnumfinancialgroup CRN202606-4634605

Master Your Money. Barnum Financial Group presents a client-facing podcast that answers all your questions about personal finance and the industry. From trends to the tenants of the business, your host Elizabeth Hiza will guide you along the way. Episode Topic: Understanding P&C Guest: Myles Holley, Executive Insurance Professional at Barnum Benefit Advisors, LLC Bio: Myles is a valued resource in the field of auto and home insurance. He works with us to provide an appropriate level of insurance coverage to protect your home and by offering you a comprehensive array of value-added products and services through his relationship with various providers. Make sure to subscribe wherever you listen to your podcasts. Follow us on our Instagram: @barnumfinancialgroup CRN202606-4612001

Master Your Money. Barnum Financial Group presents a client-facing podcast that answers all your questions about personal finance and the industry. From trends to the tenants of the business, your host Elizabeth Hiza will guide you along the way. Episode Topic: Know Your Compensation Philosophy Guest: Shelley Eisenhandler (Human Capital Strategy, Entrepeneur, Hedge Funds/Alternative Asset Management) Bio: As the President and Founder of Eisenhandler & Co, Shelley Eisenhandler specializes in human capital for private capital. With 20 years of experience and a focus on compensation, she has helped over 300 alternative asset managers link performance to reward. Make sure to subscribe wherever you listen to your podcasts. Follow us on our Instagram: @barnumfinancialgroup CRN202609-4881251

Master Your Money. Barnum Financial Group presents a client-facing podcast that answers all your questions about personal finance and the industry. From trends to the tenants of the business, your host Elizabeth Hiza will guide you along the way. Episode Topic: Premium Financing Guest: Jason Bayuk, CERTIFIED FINANCIAL PLANNER™ professional, Financial Advisor, Financial Services Executive -Barnum Premier Client Group 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. Make sure to subscribe wherever you listen to your podcasts. Follow us on our Instagram: @barnumfinancialgroup CRN202606-4549457

Master Your Money. Barnum Financial Group presents a client-facing podcast that answers all your questions about personal finance and the industry. From trends to the tenants of the business, your host Elizabeth Hiza will guide you along the way. Episode Topic: Financial Education in the Workplace Guest: Dan Flynn, Chief Revenue Officer, Barnum Financial Group Bio: Listen to you. Learn about you. Deliver advice and solutions that help you achieve the future you want. Put your best interests first. This is part of the Barnum Promise and it’s meant for our clients. It’s also how I describe my approach to building relationships in our business. As Chief Revenue Officer for the Barnum Financial Group I’m continually looking for opportunities to expand relationships and align Barnum resources to drive growth. Our mission at Barnum is to enrich to as many lives as possible. Barnum is about people, from our clients to advisors to members of our support team. We consistently promote a growth mindset which leads to a winning and family-like culture. This industry is fast-changing, and part of Barnum’s success is having the ability to be nimble and recognize opportunities for growth with innovation, leveraging emerging technology, and more importantly, investing in our people. The future is bright here at Barnum. Make sure to subscribe wherever you listen to your podcasts. Follow us on our Instagram: @barnumfinancialgroup CRN202606-4549426

Master Your Money. Barnum Financial Group presents a client-facing podcast that answers all your questions about personal finance and the industry. From trends to the tenants of the business, your host Elizabeth Hiza will guide you along the way. Episode Topic: Behavorial Finance Guest: Daralee Barbera Bio: Dr. Barbera is a professor, professional business coach, consultant, speaker, and author. Daralee is the 70th recipient of the Will G. Farrell Service Award presented by NAIFALA and The Society of FSP. She has been featured in Forbes.com, AdviseHer, GAMA Global Take 5, The GAMA International Journal, GAMA's Best Ideas Series, National Underwriter, Life Health Pro, Advisor Today, The Wealth Channel, The Orange County Register, The Wall Street Journal, Business Wire, Yahoo Finance, MarketWatch, World News, International Business Times, California Broker, Investment News, Financial Planning, The Buffalo News, FindBob, Take Five, AdviseHer, and KPPC and KNX radio in Los Angeles. Make sure to subscribe wherever you listen to your podcasts. Follow us on our Instagram: @barnumfinancialgroup CRN202606-4549397

Master Your Money. Barnum Financial Group presents a client-facing podcast that answers all your questions about personal finance and the industry. From trends to the tenants of the business, your host Elizabeth Hiza will guide you along the way. Episode Topic: Financial Education in the Workplace Guest: Allison Mislow, PlanSmart Account Executive Bio: I am the PlanSmart Account Executive for Barnum Financial Group in Shelton, CT. PlanSmart enables you to provide your employee with access to a range of financial and retirement education resources through on-site workshops, with optional personal consultations and decision-support assistance. By combining a solid educational foundation with the ability to address their specific individual goals, employees can take concrete action toward meeting their financial objectives. From planning for retirement to caring for someone with Special Needs, PlanSmart offers a wealth of relevant, objective financial information. The program is available nationwide to help ensure all your employees benefit from the same resources through consistent message no matter where they are located. Working with your dedicated MetLife team, you can customize the program with the workshops and decision-support assistance programs that best meet the diverse needs of your employees. Make sure to subscribe wherever you listen to your podcasts. Follow us on our Instagram: @barnumfinancialgroup CRN202606-4549294

Master Your Money. Barnum Financial Group presents a client-facing podcast that answers all your questions about personal finance. From industry trends to the tenants of the business, your host Elizabeth Hiza will guide you along the way. Episode Topic: Building Your Million-Dollar Brand Guest: Rory Vaden, MBA, CSP, CPAE New York Times bestselling author of Take the Stairs, Hall of Fame Speaker, and Co-Founder of Brand Builders Group Imagine having everything you've ever dreamed of, making more income than you ever thought possible, and more importantly making a massive positive impact on the world. I've spent my life studying successful people and I now dedicate my time to helping other people learn how to become an ultra-performer using a proprietary methodology called "The 4 Levels of Influence." If you are looking for tips and strategies on how to build your business and become your best self, follow me here or at roryvadenblog.com Here's the "officials" :) on me: Rory Vaden is the New York Times bestselling author of Take the Stairs: 7 Steps to Achieving True Success and Procrastinate on Purpose: 5 Permissions to Multiply Time. He is an 8 Figure Entrepreneur, and a Hall of Fame speaker with a TEDx talk that has more than 4 million views. As one of the world's leading experts on the psychology of influence, his insights have been featured on Good Morning America, Fox and Friends, in the Wall St Journal and almost every other major national media outlet. Today, He and his wife serve as the Co-Founders of Brand Builders Group where they teach mission-driven messengers to become more well known and to build and monetize their personal brand. Their clients include people like Lewis Howes from The School of Greatness, Eric Thomas “ET Hip Hop Preacher”, Tom and Lisa Bilyeu from Impact Theory, New York Times bestselling author Luvvie Ajayi Jones and #1 Wall St Journal bestselling author Ed Mylett. Learn more at roryvaden.com Make sure to subscribe wherever you listen to your podcasts. Follow us on our Instagram: @barnumfinancialgroup CRN202609-4889901

Master Your Money. Barnum Financial Group presents a client-facing podcast that answers all your questions about personal finance. From industry trends to the tenants of the business, your host Elizabeth Hiza will guide you along the way. Episode Topic: Understanding Student Loan Forgiveness Guest: John Pearson Guest Bio: John is a practicing Financial Advisor and Financial Services Executive with over 30 years of industry experience. John graduated from the University of Bridgeport in 1976 with a Bachelor of Science degree in accounting. He enjoys traveling and capturing his adventures through his hobby of photography. John currently resides in Fairfield County, Connecticut with his wife Sharon. He has two children and a granddaughter. Make sure to subscribe wherever you listen to your podcasts. Follow us on our Instagram: @barnumfinancialgroup CRN202609-4889901

Master Your Money. Barnum Financial Group presents a client-facing podcast that answers all your questions about personal finance and the industry. From trends to the tenants of the business, your host Elizabeth Hiza will guide you along the way. Episode Topic: Disability Insurance Guest: Kourtney Zando Guest Bio: Experienced Sales Analyst with a demonstrated history of working in the insurance industry. Skilled in Microsoft Excel, Customer Service, Microsoft Word, Sales, and Strategic Planning. Strong sales professional, specializing in income protection Make sure to subscribe wherever you listen to your podcasts. Follow us on our Instagram: @barnumfinancialgroup CRN202605-4356566

Barnum Financial Group presents Master Your Money, a client-facing podcast that answers all your questions about personal finance and the industry. From industry trends to the tenants of the business, your host Elizabeth Hiza will guide you along the way. Today's Episode: Why Does Your Medical Matter? Episode Guest Amelia Nathanson, Seasoned Operations professional focused on client service and mentorship. Adjunct professor of Career Planning and Professional Success. KOLBE Certified Consultant - Know Your M.O. Mine is 8 7 2 3. I have served in a variety of roles since joining Barnum Financial Group in 2010 including being an active member of the firm’s Training and Development team responsible for AdvisorPro(SM), Barnum’s innovative new advisor development program, as well as conducting sales development programs for advisors at all levels of experience. These highly effective programs include Client Engagement Model, Consultative Sales Approach and Sandler Sell More. I also managed the Task Force that created the firm’s two summer internship programs, AdvisorScholar(SM) and AdvisorApprentice(SM), which help identify candidates who demonstrate the potential to become successful financial advisors. I am a Kolbe Certified Consultant and co-led the rollout of the Kolbe System™ throughout Barnum to help the organization better select and maximize talent and build and manage more effective teams. Through group work and one-on-one training, I instruct people on how to use the knowledge and insights from their Kolbe Index to identify their natural talents and use them most productively. I am also noted resource on professional development and maximizing employee talent and have been featured in HR Magazine and GAMA Journal. Most recently, I have taken on the role of Vice President, Operations. In this role, I am responsible for the overall success and accountability of the Barnum Operations team and the efficient processing and tracking of new business applications for all lines of business. Make sure to subscribe wherever you listen to your podcasts. Follow us on our Instagram: @barnumfinancialgroup CRN202605-4458660

Barnum Financial Group presents Master Your Money, a client-facing podcast that answers all your questions about personal finance and the industry. From industry trends to the tenants of the business, your host Elizabeth Hiza will guide you along the way. Today's Episode: Building a Buffer Episode Guest Greg Wachter, Vice President, Protection Products | Barnum Financial Group Greg has helped clients plan for retirement and other goals utilizing forward-thinking strategies that target their specific objectives. A key area of focus during his career as a financial services representative was providing risk management solutions including life and disability income insurance. Today, he leverages that experience to support the consulting and sales efforts of over 300 financial services representatives serving the protection and risk management needs of clients in all fifty states. Make sure to subscribe wherever you listen to your podcasts. Follow us on our Instagram: @barnumfinancialgroup CRN202605-4458719

Barnum Financial Group presents Master Your Money, a client-facing podcast that answers all your questions about personal finance and the industry. From industry trends to the tenants of the business, your host Elizabeth Hiza will guide you along the way. Today's Episode: Financial Planning We discuss the importance of financial planning, the ins and outs of what goes into the process of building one and why it's never too late to start. Episode Guest Jeremy Hus, 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. Make sure to subscribe wherever you listen to your podcasts. Follow us on our Instagram: @barnumfinancialgroup CRN202604-4247889

Master your Money. Barnum Financial Group presents a client-facing podcast that answers all your questions about personal finance and the industry. From industry trends to the tenants of the business, your host, Elizabeth Hiza will guide you along the way. Make sure to subscribe wherever you listen to your podcasts. Follow us on our Instagram: @barnumfinancialgroup