Bert Martinez joined by Richard Ehrlich, Linda Allred, Jonathan Roisman

Richard Ehrlich started his career as a financial advisor with the prestigious firm of Drexel Burnham Lambert, working directly under the Wall Street Genius Michael Milken. After years of working on Wall Street Richard did the unthinkable and moved out of the corporate sector, and founded the Secure Wealth Planning Group in Boca Raton, FL. He had been helping retirees and soon-to-beretirees build sound financial strategies that withstand the test of time. He continues to keep up-tospeed with the most advanced planning strategies available to provide his clients with products and services that impact them and their families for decades to come. Richard is a Chartered Financial Consultant and has gotten Certified as a Fund Specialist. He is also a member of Ed Slott’s Elite IRA Advisory Group, a group of Elite financial advisors who are dedicated to being experts in the IRA industry

Linda Allred known as the Bad Habit Belief Breaker and is the co-author of the best-selling book, Answering The Call, published by Celebrity Press. The book became an instant #1 Best-Seller in two categories, “Marketing, and Marketing For Small Businesses” on Amazon the day it was released due to the message that so many people need in their lives. The book finally allows the reader to Answer Their Own Call in their journey through life

Jonathan Roisman Content Manager at NextAdvisor.com who covers credit monitoring, credit cards, savings accounts, web hosting, tax services, auto insurance, online colleges, audiobooks and online meeting. He previously wrote for J., the Jewish news weekly of Northern California and has been published by Huffington Post, 7x7, and Giants Magazine, among others. He is a graduate of San Jose State University, and currently resides in the San Francisco Bay Area