Spotlight Series

Interview by Brent Meyer, Founder of SafeMoney.com

In this Spotlight Series interview, Brent Meyer, Founder of SafeMoney.com, speaks with Frank Passmore, founder of Certified Planners Group, LLC, about his faith-based approach to retirement planning. With nearly 30 years of experience and over 2,000 families served, Frank shares how he helps retirees and pre-retirees reduce market risk, plan for long-term care needs, and create lasting income—while staying true to his core values of trust, transparency, and prayerful guidance. Read More

 An Interview with Steven Suib, RICP® — Protecting Retirement Income with Purpose

Brent Meyer, Founder of SafeMoney.com, sits down with Steven Suib, RICP®, founder of Preservation Wealth Management, to discuss how he helps pre-retirees and retirees navigate today’s complex financial landscape. With decades of experience, a fiduciary standard of care, and a results-driven income planning approach, Steven shares his mission to protect the retirement income his clients rely on—while empowering them to enjoy the lifestyle they’ve worked so hard to build.

Brent Meyer: Steven, thanks for joining us. Let’s start with your overall approach. What kind of clients do you typically work with, and how do you help them?

Steven Suib: Thanks, Brent—it’s great to be here. I work with individuals and couples who are either already retired or approaching retirement. Most of them are looking to reduce market exposure, but they still want their money to grow in a way that supports their long-term goals. That’s where our approach comes in—we combine safe money strategies with market-based solutions to help create dependable income streams that are designed to last a lifetime and grow with inflation. Read More

Brent Meyer, founder of SafeMoney, interviews Derick S. Buckley, a certified IFW financial professional and the principal of The Buckley Insurance Group, LLC. In this discussion, they delve into Derick’s unique approach to retirement planning, his commitment to client success, and his insights on the industry.

Spotlight interview with Brent Meyer and Derick Buckley 

Brent Meyer: Derick, thank you for joining me today. Let’s start with your retirement planning philosophy. What’s the core principle that drives your approach?

Derick Buckley: Thank you, Brent. Our philosophy is simple: financial education goes beyond numbers. It’s about helping people ‘Get There’ and live their best lives in retirement. We strive to provide clear, unbiased, fact-based financial guidance and solutions that allow our clients to enjoy retirement without the stress of running out of money.

Brent Meyer: That’s a powerful vision. Your agency is well-regarded for its client-first approach. Can you tell us about your experience and the reputation you’ve built? Read More

Find planning for retirement a little daunting — and perhaps frustrating? To help boil things down, we are bringing experts from all corners of the retirement and insurance spaces to give you high-level insights for your financial confidence and security. In this SafeMoney.com Spotlight Series interview, Kim O’Brien, Chief Executive Officer of the Federation of Americans for Consumer Choice (FACC), joins us to talk about retirement trends, annuities, life insurance, long-term care, and evolving regulations affecting insurance products.

This is a wide-ranging interview talking about all of the choices available to you, past and upcoming innovations in the annuity and insurance markets, how satisfied that annuity and insurance customers truly are with their policies, how you can build a truly well-diversified plan to handle today’s hard-to-predict risks, and much more!

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The SafeMoney.com Spotlight Series highlights independent agents and financial advisors who are part of our tight-knit community of financial professionals across the country. They come from all walks of life, and each one brings rich life experiences, insights, and wisdom from their involvement in financial services and other professional pursuits.

We celebrate them as independent business owners, neighbors, friends, educators, and movers-and-shakers affecting positive change in their communities. Today, we are joined by John Chopak, a highly experienced, independent agent from Massachusetts. John is singularly unique as to the extent and breadth of his business experience before he jumped into financial services and opened an independent practice. He is very entrepreneurial, hands-on, and deeply involved with each client’s retirement planning. John handles all services for each client himself. Keeping things “human” in his practice is a strong focus for him.

He has an unyielding commitment to integrity and doing the right thing for all clients. We are proud to have him as part of our national network of financial professionals, which has been featured on major news outlets that reach 84+ million households across the U.S. In short, you can say that John brings a deep, practical insight and wisdom to every client he serves.

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The SafeMoney.com Spotlight Series highlights financial professionals who are part of our tight-knit community of financial professionals across the country. Our community of financial professionals has appeared on major outlets including CNBC, U.S. News Money, Fox Business, CNN, and others reaching 84+ million households nationally.

We celebrate them as independent business owners, friends, neighbors, educators, advocates, and people who are doing good work in their corners of the world. What stands out about financial professionals on SafeMoney.com from countless others in the industry is their commitment to financial security, wellness, and peace of mind for people from all walks of life.

Today, we have the pleasure of sitting down with Jon Bellman, an experienced financial professional from Texas. Jon has been serving clients in the financial services industry for nearly three decades. He is the president and owner of Bellman Financial Services, an independent firm. As a financial professional, Jon is a strong believer in education and in clients understanding their options for well-informed choices. 

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