Tricks of the Trade

Small Steps, Big Wins

Small Steps, Big Wins. A podcast focused on the financial world and more. Paul Blanco, CEO of Barnum Financial Group, sits down with a special guest each week to discuss important topics within the financial sector. He’ll explore what it takes to be successful in our everyday lives and learn what shapes our industry.

Guest: Michael Leonard | Financial Planner | Financial Advisor | Barnum Financial Group

Bio

My goal is to provide families and business owners with assistance in building their financial freedom. I have the skills, knowledge and experience required to help meet my client’s established goals. My personal goal is to become a lifetime resource for each and every client. I am licensed to sell insurance and securities products in SC

• Retirement Strategies
• Group Benefits
• Personal Insurance
• Business Succession
• Asset Allocation Strategies
• Estate Conservation Strategies
• Executive Benefit Strategies

Local firms are sales offices of Massachusetts Mutual Life Insurance Company (MassMutual) and are not subsidiaries of MassMutual or its affiliated companies. I am a registered representative of and offers securities and investment advisory services through MML Investors Services, LLC. Member SIPC (www.SIPC.org). Branch Office: 40 Calhoun Street, Suite 310, Charleston, SC 29401.

I will work with you and your tax and legal advisers to help you select the most appropriate product solutions to suit your specific needs and circumstances.

Podcast Episode Description: Tricks of the Trade

Follow Paul on Instagram: @paul.f.blanco

MetLife Disclosure:

PlanSmart is a product of MetLife Consumer Services, Inc. (MCS). MCS administers the PlanSmart program and has arranged to have specially trained third-party financial professionals offer financial education. The financial professionals providing financial education are not affiliated with MetLife but are providing the program under a service provider contract.

Any content information provided as part of the PlanSmart program is for educational purposes only. It is not intended to provide legal, tax, investment, or financial advice or make any recommendation as to whether any investment or savings option is appropriate for you. Each individual’s legal, tax, and financial situation is unique; therefore, you should consult with your own attorney, accountant, financial professional or investment advisor regarding your specific circumstances. MetLife does not provide legal, tax, or investment recommendation or advice.

Third-party financial professionals provide securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. 6 Corporate Drive, Shelton, CT 06484, Tel: [phone]. MMLIS is not affiliated with MCS or any of its affiliates.

Podcast Disclosure:

All opinions expressed by the Program Participants are solely their current opinions and do not reflect the opinions their respective parent companies or affiliates or the companies with which the Program Participants are affiliated.

Investments or strategies mentioned in this program may not be suitable for you and you should make your own independent decision regarding them. This material does not take into account your particular investment objectives, financial situation or needs and is not intended as recommendations appropriate for you. You should strongly consider seeking advice from your own investment adviser.

Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. 6 Corporate Drive, Shelton, CT 06484, Tel: [phone].

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