In this podcast we interview creative, energetic and influential people to see what makes them tick, and to understand the secrets of their success.
In this episode we discuss the future of Extended Reality, XR, with Annie Eaton, the CEO of Futurus. She talks about the use cases of XR, and how she started Futurus with nothing but an idea and hard work. This is a fascinating exploration of virtual and mixed reality, and anyone with an interest in these technologies should listen.
In this episode I interview Patrick Coyne and Lyle Newkirk of SeatonHill, a strategic CFO partnership. We discuss how entrepreneurs can ensure their company is transaction ready when the time is ripe for the sale of the business, a debt or equity raise, or any of the other various financial transactions that can add value for shareholders.
In this episode I am interviewed by Dan Cassidy of UBS and we discuss the recent market turmoil, and ideas for how to navigate choppy markets.
In this episode I talk with commercial real estate expert Chris White. Our topic: How can companies make their office space a competitive advantage in a covid world?
Why do I need a digital strategy? What does it mean, anyway? My guest is Justin Williams. He leads the Digital Practice at Jackson Spalding and in this conversation we talk about how companies can develop a digital strategy to support their brand, how to think about social media and more.
In this episode I interview Jay Dobson. Jay is a UBS Equity Sector Strategist and Six Time Institutional Investor All-Star. We dig in to what is causing such high gas and oil prices. We get behind all the rhetoric and dig in to what's really going on!
What is the supply chain? What does it do? Why are we currently having problems with the supply chain and what can we do to fix them? In this episode I discuss these fundamental questions with supply chain expert Christian Sobb of Kinaxis.
In this episode I interview Alex Gillot of Cumberland Trust Company. We try to make sense of all the terms that go into managing a trust: What is a trust? What is a trustee? How does a trust work? This interview will be very helpful to anyone involved in the estate planning process.
My guest today is Elaine Simmons. Elaine is a nationally acclaimed expert on Social Security. On this episode we discuss a number of topics regarding Social Security: When should I start planning for Social Security? Can I collect when I am still employed? How can I maximize what I receive? What is the difference between a survivor benefit and a spousal benefit? We cover these questions and more. You don't want to miss the information on this podcast!
My guest is Mike Graci, a Director in the Advisor Insights team with Blackrock, one of the largest asset management firms in the world. In this episode we discuss several different pitfalls investors face, and ideas on how to overcome these mental mistakes. We talk about how envy, regret and confirmation bias can prompt investors to do exactly the wrong thing at the wrong time. This podcast will be especially useful to investors in times of market volatility and uncertainty. I hope you learn something that will help you make better investment decisions when times are tough!
My guest today is Moira Vetter, the CEO of Modo Modo Agency. In this episode Moira discusses how she and her team have learned to be flexible and look for new opportunities during the pandemic. From branding to strategy to human resources, businesses have had to reconsider every aspect of their operations. This is a terrific message for any entrepreneur ready to make the changes necessary to succeed going forward, and to embrace entrepreneurship, all over again.
Today my guests are Kevin Dennean and Reid Gilligan of UBS. They are equity research analysts in the UBS Chief Investment Office. Kevin and Reid cover a wide range of technology themes in their work, and today we will be talking about a very hot topic, the Metaverse. So what is the Metaverse any way? Well, it is a subject of much discussion in the media and could well represent the next big thing ushered in by the internet age. Many different industries are poised to be disrupted by the changes wrought by this new virtual construct: education, travel and gaming, just to name a few. So take a listen and learn more about the Metaverse. It's coming soon to a computer near you!
My guest today is Lindsey Epperly. Lindsey is the Founder and CEO of Epperly Travel. She leads a team of luxury travel advisors, serving clients by customizing 4 and 5 star vacations across the globe. In today's conversation we talk about the virtue of staying flexible and dodging the curve balls that the coronavirus is throwing at us. Lindsey gives advice and insight into terrific travel destinations, both well known and off the beaten path. This is great content for those who have been locked down and who are ready to go see the world again.
My guest today is Bobby Krupczak. Bobby is an entrepreneur and expert on a variety of subjects in the field of technology, including the Dark Web. In this episode we discuss the history of the Dark Web and some of its nefarious uses. We also dive into how the Dark Web can be used to protect free speech. Finally, we talk about how the Dark Web works and how the encryption protocols of the Dark Web have made it a very useful tool for individuals who want to conduct business in a completely anonymous way. This is important content for anyone who wants to learn about this oft mentioned but poorly understood feature of the internet.
My guest today is Dr. George Friedman. His most recent book, The Storm Before The Calm: America's Discord, The Coming Crisis of the 2020s and the Triumph Beyond was a national bestseller. In this episode we unpack the relationship between geopolitics and economics. We discuss the relationship between the United States and China, and we also discuss what's happening in Europe, and how demographics is shaping our future. This is a “can't miss” discussion about topics that affect investors now and will also influence international relations over the next few decades. To learn more about George and his team's research visit geopoliticalfutures.com
My guest today is Tony Turner. Tony is an experienced Estate Planning attorney. In this episode we discuss important techniques for protecting your hard-earned assets and keeping them in the family. We talk about estate and gift taxes and strategies to help make sure you maximize what you leave to your heirs. Finally, we discuss several different kinds of entities that many use in the planning process, like Donor Advised Funds and Revocable Trusts. This podcast will be very useful both as a refresher for those who have already engaged in estate planning and for others who are just now beginning the process.
My guest today is Rick Cohen. Rick is a Certified Public Accountant in Atlanta and works with individuals and small businesses. In this episode we will discuss some of the key issues concerning income, capital gains and estate taxes. Rick will also discuss some of the commonly asked questions about 529 plans, Roth IRAs and the timing of IRA distributions. This podcast will be very helpful for listeners who want both a refresher on current tax rules and ideas about what future may hold.
My podcast guest today is Tracy Morton, a veteran realtor with Harry Norman real estate in Atlanta, Georgia. Today we address the question on everyone's mind, are we in a Real Estate Bubble or not? Tracy talks about the underlying dynamics in this hot real estate market, including how demographics and the current inventory of homes for sale is affecting the market. Tracy also gives tips on best practices for preparing your home for sale and purchasing a new home.
My guest today is Stephanie Stuckey, the granddaughter of the founder of the Stuckey's Corporation. Famous for its roadside gas stations, restaurants and pecan rolls, Stuckey's has for decades been a part of the Great American Road Trip. In this episode we will learn how the Stuckey's team is working hard to look for new opportunities for growth. The Stuckey's story is a must-listen for entrepreneurs interested in branding and change management.
My guests today are Beau and Kelly Carriere, the owners of Gutenberg's, a print finishing company in Marietta, Georgia. In this episode we will learn how they make life easier for their printer customers, and how they make the final printed product “pop”. They give specific, concrete ideas about how to provide first class service by listening to customers and focusing on all the little things to make their customers' lives easier.
My guest Tim Olzer is the CEO of Lending Science. Tim and his team use powerful analytical tools to find direct marketing opportunities for their financial services clients. This episode unpacks valuable ideas for parsing multiple data points to find profitable customers using direct mail and email.
My guest Rick Jones is the Founder and Head Captain of Fishbait Marketing and Fishbait Solutions. In this episode we will learn how to turn customers into fans by understanding their tribes, and in so doing enhancing their lifestyles. This content is a must for any leader working hard to create loyal, lifelong supporters.
My guest Dave Beck is the Co-Founder of Foundry 45. Dave and his team at Foundry 45 help create Virtual Reality training programs for large corporations. As he describes it, they create training sessions for their clients for tasks when there is "one right way to do things". https://foundry45.com/vr-training/
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