Mastering Your Financial Life

Mastering Your Financial Life — Episode 97 In this episode of Mastering Your Financial Life, Judy Heft interviews Kelli Proia, a Lawyer Success Coach helping stressed-out lawyers transform their law practices while rediscovering their lives. She has worn many hats throughout her 30+ years in the legal profession, including legal assistant, law student, patent associate, in-house intellectual property counsel, solo attorney, and coach. Kelli also teaches 21st Century Lawyer to the next generation of attorneys as an Adjunct Professor at Suffolk University Law School in Boston, MA. You can learn more at https://www.lawducate.com. Tune in to the episode to hear about: * The challenges faced by lawyers in achieving work-life balance and managing their law practices effectively * Kelli's journey from being a lawyer to starting her coaching business, Lawducate, which focuses on teaching lawyers how to run their law practices efficiently * The importance of coaching, mindset, and personal strategies in overcoming the stress and business challenges within the legal profession * The evolving landscape of law, especially with the introduction and impact of AI and technology on legal practices Learn more about Kelli Proia: * Connect with Kelli on LinkedIn: https://www.linkedin.com/in/kelliproia * Visit Lawducate's website: https://www.lawducate.com *********************************** In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates. * Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft * Visit Judith Heft & Associates' Website: http://www.judithheft.com Subscribe to Mastering Your Financial Life on Apple podcast: https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980 Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

Mastering Your Financial Life — Episode 96 In this episode of Mastering Your Financial Life, Judy Heft interviews Alessandra Messineo Long, founder and principal of The Law Offices of Alessandra Messineo Long, representing corporations, nonprofit organizations, small businesses, entrepreneurs, consultants, and individuals. Alessandra also works in wills, trust and estates, corporate contracts, corporate formation, general business law, and sexual abuse matters. Tune in to the episode to hear about: * The importance of estate planning regardless of the size of one's assets * The differences between revocable and irrevocable trusts * The need for young adults to have essential legal documents like a durable power of attorney and healthcare proxy to ensure their parents can make decisions on their behalf if necessary * The upcoming federal estate tax exemption changes and the importance of consulting with legal professionals to protect assets and plan effectively Learn more about Alessandra Messineo Long: * Connect with Alessandra on LinkedIn: https://www.linkedin.com/in/alessandramessineolong * Visit Law Offices of Alessandra M. Messineo Long, LLC's website: https://amlonglaw.com *********************************** In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates. * Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft * Visit Judith Heft & Associates' Website: http://www.judithheft.com Subscribe to Mastering Your Financial Life on Apple podcast https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980 Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

Mastering Your Financial Life — Episode 95 In this episode of Mastering Your Financial Life, Judy Heft interviews Mike LaMena, Chief Executive Officer of Wealthspire Advisors, a New York City-based, independent registered investment advisory firm with more than 300 associates serving clients from 20+ offices across the country.  Tune in to the episode to hear about:  * The transformation of the financial advisory industry over the past decades  * The importance of talent, culture, and Wealthspire Advisors' diverse service offerings  * Wealthspire Advisors' commitment to adding value through diverse capabilities like trust and estate planning, investment capabilities, and financial and lifestyle concierge services  * Wealthspire's engagement in community impact and diversity initiatives Learn more about and connect with Mike LaMena:  * Connect with Mike LaMena on LinkedIn: https://www.linkedin.com/in/michael-lamena  * Visit Wealthspire Advisors' website: https://www.wealthspire.com *********************************** In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates.  * Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft  * Visit Judith Heft & Associates' Website: http://www.judithheft.com Subscribe to Mastering Your Financial Life on Apple podcast https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980 Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

Mastering Your Financial Life — Episode 94 In this episode of Mastering Your Financial Life, Judy Heft interviews Howard Koh, Partner at Meister Seelig & Fein PLLC. Howard is a dynamic and creative real estate litigator who protects the rights of business owners. Tune in to the episode to hear about: * Understanding New York City Landlord-Tenant Disputes — what happens in a typical New York City commercial landlord-tenant dispute about rent? * The dramatic effect the COVID-19 pandemic had on landlord-tenant relations, in both residential and business * Real Estate Challenges and Solutions — what happens when you can't pay the rent * Mezzanine Debt — defining it and real-life examples * Howard's view of the future of commercial real estate and office spaces and the potential of turning them into residential spaces Learn more about Howard Koh: * Connect with Howard on LinkedIn: https://www.linkedin.com/in/howardkoh * Follow Meister Seelig & Fein PLLC on LinkedIn: https://www.linkedin.com/company/meister-seelig-fein-pllc * Visit Meister Seelig & Fein PLLC‘s website: https://meisterseelig.com * Email: hsk@msf-law.com * Call: (212) 655-3587 *********************************** In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates. * Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft * Visit Judith Heft & Associates' Website: http://www.judithheft.com Subscribe to Mastering Your Financial Life on Apple podcast https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980 Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

Mastering Your Financial Life — Episode 93 In this episode of Mastering Your Financial Life, Judy Heft interviews Dave Grumer, Fractional CFO and business consultant. With 40 years of experience in public accounting, Dave has served as an audit partner for a national firm, specializing in financial services. Now, as a fractional CFO, he helps small to mid-sized businesses manage their financial strategies and plan for long-term success. Tune in to the episode to hear about:  * What a fractional CFO is and when businesses should hire one  * The importance of financial controls and planning for business stability  * How to evaluate large purchases and manage cash flow  * Insights on borrowing, leveraging, and managing debt effectively Learn more about Dave Grumer:  * Connect with Dave on LinkedIn: https://www.linkedin.com/in/david-grumer-cpa-cma-5825209  * Email: dave.grumer@gmail.com *********************************** In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates.  * Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft  * Visit Judith Heft & Associates' Website: http://www.judithheft.com Subscribe to Mastering Your Financial Life on Apple podcast: https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980 Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

Mastering Your Financial Life with Judy Heft — Episode 92 In this episode of Mastering Your Financial Life, Judy Heft interviews Anora Gaudiano, a Financial Advisor at Wealthspire Advisors. Anora specializes in creating tailored financial plans for her clients, helping them navigate retirement, estate planning, and more. She contributes articles to Bloomberg on personal finance and volunteers her time providing pro bono financial advice through the Financial Planning Association. Tune in to the episode to hear about: * The emotional relationship people have with money and how it affects financial decisions. * Creating spending plans and why budgeting doesn't have to be a daunting process. * Prioritizing retirement savings over other financial goals like education. * Managing debt and credit cards responsibly to avoid financial pitfalls. * Practical advice on balancing financial security with spending for enjoyment. Learn more about Anora Gaudiano: * Connect with Anora on LinkedIn: https://www.linkedin.com/in/anoragaudiano * Email: anora.gaudiano@wealthspire.com * Read Anora's bio on Wealthspire's website: https://www.wealthspire.com/our-team/anora-gaudiano-cfp *********************************** In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates. * Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft * Visit Judith Heft & Associates' Website: http://www.judithheft.com Subscribe to Mastering Your Financial Life on Apple podcast: https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980 Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

Mastering Your Financial Life — Episode 91 In this episode of Mastering Your Financial Life, Judy Heft interviews Cari Rincker, the Principal at Rincker Law, PLLC, a nationally recognized law firm focusing on Food, Farm, and Family. Cari is a mediator and a licensed attorney in New York, New Jersey, Connecticut, Illinois, Texas, and Kentucky. Cari is the mother of two toddlers and a children's book author. She also hosts her own podcast, The Billable Mom. Tune in to the episode to hear about: * Estate and Succession Planning: Cari discusses the critical importance of having a strategic plan for estate and succession, particularly for family-owned farms and businesses. * Advantages of Using Trusts: Learn about the benefits of incorporating trusts into estate plans, including avoiding probate and maintaining privacy. * Importance of Will Preparation: Insights on the necessity of having a will and the ideal times to review and update your estate plan. * Medicaid Planning and Trusts: Cari explains the strategic use of irrevocable trusts for Medicaid planning to protect assets when anticipating long-term care needs. * Succession Tips for Multi-Generational Businesses: Essential advice on preparing operational manuals and other tools to ensure a smooth generational transition in family businesses. Learn more about Cari Rincker: * Connect with Cari on LinkedIn: https://www.linkedin.com/in/caririncker/ * Follow The Billable Mom on LinkedIn: https://www.linkedin.com/company/thebillablemom * Follow Rincker Law PLLC: https://www.linkedin.com/company/rincker-law-pllc * Subscribe to Cari's YouTube channel: http://www.youtube.com/@CariRincker * Subscribe to The Billable Mom's YouTube channel: https://www.youtube.com/@TheBillableMom-uv2vp * Visit Rincker Law's website: https://rinckerlaw.com * Visit The Billable Mom's website: https://thebillablemom.com * Follow Cari on Facebook: https://www.facebook.com/caribrincker * Follow The Billable Mom on Facebook: https://www.facebook.com/thebillablemom * Follow Rincker Law on Facebook: https://www.facebook.com/RinckerLaw * Follow The Billable Mom on X: https://x.com/@TheBillableMom * Follow Cari on X: https://x.com/@CariRincker * Follow Rincker Law on X: https://x.com/@RinckerLaw * Follow The Billable Mom on Instagram: https://www.instagram.com/theBillableMom * Follow Rincker Law on Instagram: https://www.instagram.com/rinckerlaw *********************************** In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates. * Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft/ * Visit Judith Heft & Associates' Website: http://www.judithheft.com/ Subscribe to Mastering Your Financial Life on Apple podcast https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980 Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

Mastering Your Financial Life — Episode 90 In this episode of Mastering Your Financial Life, Judy Heft interviews Maureen Weisner, co-founder and Managing Partner of career-consulting firm KICKSTART Your Transition. She specializes in working with individuals in or approaching transition, typically involving career change, divorce, education, business sale, workplace re-entry and other work/life events.  Maureen is a certified professional coach, seminar leader, speaker, and author and has been recognized as a Top 10 Executive Coach by Women's Business Boston. Her extensive business knowledge integrates a broad depth of experience drawn from corporate sales, training, education and small business ownership, which she brings to her client base. Tune in to the episode to hear about: * Career Transition Strategies: Maureen discusses the comprehensive approach required to guide clients through career changes, emphasizing the importance of alignment between personal skills and professional goals. * Challenges of Re-entering the Workforce: Insightful exploration of the unique challenges faced by those re-entering the workforce, particularly after significant life changes like divorce or child-rearing. * Effective Job Search Techniques: Maureen shares essential tips on how to optimize a job search, including leveraging LinkedIn for networking and the importance of cultural fit within potential employment opportunities. * Educational Choices and Career Development: Advice on navigating further education and training to align with career aspirations, especially for younger or mid-career professionals contemplating graduate school or a complete career pivot. * Navigating Corporate Culture: A deep dive into understanding and integrating into corporate cultures, crucial for both job retention and satisfaction in new roles. Learn more about Maureen Weisner: * Connect with Maureen on LinkedIn: http://linkedin.com/in/maureenweisner * Follow KICKSTART Your Transition on LinkedIn: https://www.linkedin.com/company/kick-start-your-transition * Visit ​​KICKSTART Your Transition's website: http://www.kickstartyourtransition.com *********************************** In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates. * Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft * Visit Judith Heft & Associates' Website: http://www.judithheft.com Subscribe to Mastering Your Financial Life on Apple podcast https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980 Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

Mastering Your Financial Life — Episode 89 In this episode of Mastering Your Financial Life, Judy Heft interviews Anja Bernier, Managing Director of Efficient Evolutions™ LLC, a company specializing in business sales and acquisitions. Anja is an experienced company sale and company acquisition advisor to small and medium-sized businesses, individual investors and private equity firms. She is also a Certified Business Appraiser and Certified Valuation Analyst. Tune in to the episode to hear about: * The importance of planning ahead for business sales, starting ideally 3-5 years in advance. * Key strategies to increase the value of your business, including customer diversification and financial transparency. * The role of profit margins and reducing discretionary expenses in optimizing business value. * How to effectively prepare your business and key employees for a smooth transition during the sale process. Learn more about Anja Bernier: * Connect with Anja on LinkedIn: https://www.linkedin.com/in/anjabernier * Visit Efficient Evolutions's Website: http://www.efficientevolutions.com *********************************** In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates. * Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft * Visit Judith Heft & Associates' Website: http://www.judithheft.com * Subscribe to Mastering Your Financial Life on Apple podcast: https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980 Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

Mastering Your Financial Life — Episode 88 In this episode of Mastering Your Financial Life, Judy Heft interviews Shari Rash, Founder of GWA Wealth, a virtual financial advisory firm that helps women and millennial families address financial challenges and questions in a fun, comfortable, no-nonsense way. Shari, who also hosts her own podcast called Money Chic, specializes in empowering millennials and Gen X families with financial knowledge. She focuses on simplifying financial strategies to help her clients balance living for today while planning for tomorrow. Tune in to the episode to hear about: * The Pitfalls of Traditional Budgeting: Shari discusses why conventional budgeting often fails and suggests alternative strategies for managing finances that accommodate real-life expenses and unexpected costs. * Creating a Spending Strategy: Learn how Shari guides her clients in developing a personalized spending strategy that includes saving for "wishes" like vacations and home renovations, which plays a crucial role in growing net worth. * Understanding Money Personalities: Shari explores the concept of money personalities and how understanding yours can drastically improve your financial decisions and relationships. * Teaching Kids About Money: Insights on how parents can effectively communicate about finances with their children to foster responsible money habits from a young age. * The Challenges of 'Adulting' Financially: Shari and Judy discuss the pressures and uncertainties millennials face as they navigate financial responsibilities without adequate guidance. Learn more about Shari Rash: * Connect with Shari on LinkedIn: https://www.linkedin.com/in/shari-rash * Visit GWA Wealth's website: https://www.gwawealth.com * Follow GWA Wealth on LinkedIn: https://www.linkedin.com/company/greenway-wealth-advisory * Subscribe to Shari's YouTube Channel: https://www.youtube.com/@MoneyChicshari * Follow Shari on Facebook: https://www.facebook.com/moneychicshari * Follow Shari on X: https://x.com/moneychicshari * Follow Shari on Instagram: https://www.instagram.com/moneychicshari * Check out Shari's podcast, “Money CHIC”: https://www.gwawealth.com/podcast *********************************** In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates. * Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft * Visit Judith Heft & Associates' Website: http://www.judithheft.com Subscribe to Mastering Your Financial Life on Apple podcast: https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980 Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

Mastering Your Financial Life — Episode 87 In this episode of Mastering Your Financial Life, Judy Heft interviews Heidi Webb and retired Judge Julie Field, co-founders of the Consilium® Institute. Judge Field retired to co-found the institute, aiming to revolutionize divorce handling with a solution-focused approach. Heidi Webb, with expertise in family law and psychology, developed the Consilium® Process to aid clients' personal growth during divorce. Julie and Heidi are also co-authors of “Dissolution to Evolution.” Tune in to the episode to hear about: * Introduction of the Consilium® Institute: Heidi Webb and Julie Field talk about their institute's holistic approach to divorce consultation, addressing financial, psychological, and legal aspects for better post-divorce outcomes. * Differences from Traditional Legal Processes: Heidi Webb and Julie Field emphasize that the Consilium® process focuses on long-term planning by starting with end goals like retirement and working backward to meet future objectives. * Multidisciplinary Approach: Heidi Webb and Julie Field mention their integration of financial professionals, lawyers, judges, and mental health experts into a cohesive team to provide comprehensive guidance. * Origins and Development: Heidi Webb and Julie Field go over how their long-standing friendship and professional collaboration led to the creation of the Consilium® Institute, inspired by their experiences as a divorce attorney and a judge. * Educational and Supportive Resources: Heidi Webb and Julie Field discuss the mastery courses and resources offered by the institute for professionals and clients, including their book "Dissolution to Evolution" to help clients navigate divorce strategically. Learn more about Heidi Webb and Julie Field: * Connect with Julie Field on LinkedIn: https://www.linkedin.com/in/julie-field-959727223 * Connect with Heidi Webb on LinkedIn: https://www.linkedin.com/in/heidirwebb * Connect with the Consilium® Institute on LinkedIn: https://www.linkedin.com/company/consilium-institute * Visit the Consilium® Institute on YouTube: https://www.youtube.com/@ConsiliumInstitute * Visit the Consilium® Institute's website: http://www.consiliuminstitute.com * Follow the Consilium® Institute on Facebook: https://www.facebook.com/Consiliuminstitute * Follow the Consilium® Institute on Instagram: https://www.instagram.com/consiliuminstitute * Consider buying their book, Dissolution to Evolution: Navigating Your Divorce Through the Consilium® Process:” https://www.amazon.com/Dissolution-Evolution-Navigating-Throught-Consilium/dp/1543923119 *********************************** In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates. * Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft * Visit Judith Heft & Associates' Website: http://www.judithheft.com Subscribe to Mastering Your Financial Life on Apple podcast: https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980 Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

Mastering Your Financial Life — Episode 86 In this episode of Mastering Your Financial Life, Judy Heft interviews Aviva Pinto, Managing Director at Wealthspire Advisors, a New York City-based, $20 billion registered investment advisory firm with 350+ associates in over 20 locations across the country. Aviva brings over 30 years of experience in financial services, specializing in assisting individuals navigating significant life transitions such as divorce or widowhood. She is a Certified Divorce Financial Analyst (CDFA) and Certified Divorce Specialist (CDS), and a recognized speaker and contributor in financial circles. Tune in to the episode to hear about: * The importance of financial preparedness before filing for divorce, and the potential financial pitfalls to avoid during the process. * How divorce can offer a path to personal empowerment and financial independence, especially for those who were not previously managing finances. * Common financial mistakes people make post-divorce and how to avoid them. * The emotional and psychological aspects of divorce, paralleling the grieving process of widowhood, and how to cope with the changes. * Practical advice on navigating the financial affidavit and ensuring financial security post-divorce. Learn more about Aviva Pinto: * Connect with Aviva on LinkedIn: https://www.linkedin.com/in/avivapinto * Follow Wealthspire Advisors on LinkedIn: https://www.linkedin.com/company/wealthspireadvisors * Visit Wealthspire Advisors's Website: http://www.wealthspire.com * * Email: aviva.pinto@wealthspire.com *********************************** In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates. * Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft * Visit Judith Heft & Associates' Website: http://www.judithheft.com Subscribe to Mastering Your Financial Life on Apple podcast: https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980 Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

Mastering Your Financial Life — Episode 85 In this episode of Mastering Your Financial Life, Judy Heft interviews Andrea Greenspan, a passionate and highly experienced image, style, and brand consultant who founded ag Image Style Brand 9 years ago. Andrea helps individuals and companies explore their image, define their style, and effectively communicate their brand for maximum impact. Tune in to the episode to hear about: * Journey to Becoming an Image Consultant: Andrea Greenspan shared her inspiring journey from being an empty nester to establishing herself as a certified image consultant. * Difference Between Image Consultant and Stylist: Andrea clarified the distinction between an image consultant and a stylist.  * Importance of Colors in Fashion: Andrea emphasized the crucial role colors play in personal style. She detailed her meticulous color analysis process, which involves eye color, hair color, and more. * Creating a Functional and Stylish Wardrobe: Andrea explained her strategy for organizing wardrobes to reflect clients' lifestyles, ensuring that their clothing is both functional and stylish.  * Managing Weight Fluctuations with Style: Addressing common concerns about weight fluctuations, Andrea provided practical advice on maintaining a versatile wardrobe that accommodates changes in body size.  Learn more about and connect with Andrea Greenspan:  * Visit Andrea's website: https://andreagreenspan.com  * Connect with Andrea on LinkedIn: https://www.linkedin.com/in/andreagreenspan  * Follow ag Image Style Brand on Instagram: https://www.instagram.com/ag_image_style_brand  * Follow ag Image Style Brand on Facebook: https://www.facebook.com/ag.image.style.brand  * Email: andrea@andreagreenspan.com *********************************** In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates.  * Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft/  * Visit Judith Heft & Associates' Website: http://www.judithheft.com/ Subscribe to Mastering Your Financial Life on Apple podcast https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980 Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

Mastering Your Financial Life — Episode 84 In this episode of Mastering Your Financial Life, Judy Heft interviews Stephanie Rodin, an attorney for the healthcare professional. Stephanie works with professionals from all different medical fields, helping healthcare practices with anything from setting up employment agreements to selling their practices. Stephanie is the founder and principal of Rodin Legal, P.C. Tune in to the episode to hear about: * How Stephanie found herself in healthcare law while taking steps to avoid working in the healthcare industry * The biggest changes Stephanie has been seeing in the healthcare industry over the last few years * Employment Agreements and Non-Competes — defining them and real-life examples * Challenges and Successes Stephanie has been experiencing over the last few years Learn more about Stephanie Rodin: * Connect with Stephanie on LinkedIn: https://rodinlegal.com * Visit Rodin Legal's website: https://rodinlegal.com * Check out Stephanie's podcast, “Speaking with Steph”: https://podcasts.apple.com/us/podcast/speaking-with-steph/id1606018253 * Email: stephanie@rodinlegal.com *********************************** In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates. * Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft/ * Visit Judith Heft & Associates' Website: http://www.judithheft.com/ Subscribe to Mastering Your Financial Life on Apple podcast https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980 Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

Mastering Your Financial Life — Episode 83 In this episode of Mastering Your Financial Life, Judy Heft interviews Gabrielle Lese, a shareholder in the New York office of Anderson Kill and a member of the Wills, Trusts, and Estates Group. With a focus on complex estates and blended families, Gabrielle guides clients through probate administration and addresses the needs of disabled or challenged family members in estate planning. Tune in to the episode to hear about: * Why Everyone Needs an Estate Plan: Gabrielle stresses that estate planning is vital for everyone to communicate their wishes clearly in case of incapacity or death, involving wills and more. * Will Importance: Gabrielle underscores the necessity of having a will to ensure assets are distributed as desired, as intestacy laws can lead to unintended outcomes. * Trust Benefits: Gabrielle explores trusts, citing their advantages like avoiding probate, ensuring privacy, and protecting assets from creditors. * Gifting and Trusts Overview: Gabrielle discusses lifetime gifting within trusts for asset protection and estate tax planning. Learn more about Gabrielle Lese: * Connect with Gabrielle Lese on Linkedin: https://www.linkedin.com/in/gabrielle-c-lese-683650b * Connect with Anderson Kill on Linkedin: https://www.linkedin.com/company/andersonkilllaw/about * Visit Anderson Kill's website: https://www.andersonkill.com/People/Gabrielle-C-Lese *********************************** In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates. * Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft/ * Visit Judith Heft & Associates' Website: http://www.judithheft.com/ Subscribe to Mastering Your Financial Life on Apple podcast: https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980 Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ Check out Judy's published books, MASTERING YOUR FINANCIAL LIFECYCLES and HOW TO BE SMART, SUCCESSFUL, & ORGANIZED WITH YOUR MONEY: https://judithheft.com/book

Mastering Your Financial Life — Episode 82 In this episode of Mastering Your Financial Life, Judy Heft interviews Gail Harris, a Wealth Advisor and Certified Financial Planner™ with Wealthspire Advisors, a $25 Billion Registered Investment Advisor (RIA) firm.  Gail brings a wealth of experience in financial planning, investment advisory, and wealth management. Her career has spanned various channels of finance, from Wirehouse and single family offices to trust accounts, and she is now thriving at the respected RIA, Wealthspire Advisors. Tune in to the episode to hear about:  * The common financial issues and goals clients bring to their advisors, including the need for clarity and strategic planning in their financial lives.  * Insights into current trends in real estate investment, particularly how interest rates impact decisions about buying second homes or helping children with home purchases.  * The influence of rising interest rates on investment strategies, with a focus on how this environment is reshaping approaches to fixed income and equity allocations.  * Misconceptions about investment management and the importance of understanding the real goals of investing, beyond just achieving high returns.  * The value of professional financial advice and how fees associated with wealth management can translate into long-term benefits for clients. Learn more about Gail Harris:  * Connect with Gail on LinkedIn: http://www.linkedin.com/in/gailmharris   * Visit Gail's business website: http://www.wealthspire.com/  *********************************** In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates.  * Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft/  * Visit Judith Heft & Associates' Website: http://www.judithheft.com/ Subscribe to Mastering Your Financial Life on Apple podcast https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980 Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

Mastering Your Financial Life — Episode 81 In this episode of Mastering Your Financial Life, Judy Heft interviews Anthony Verna, Managing Partner of Verna Law, P.C., an intellectual property and advertising boutique law firm. Anthony specializes in trademarks, patents, and copyrights, helping clients create and protect their innovative ideas. His practice involves collaboration with clients across various industries to ensure their intangible assets are secured. Tune in to the episode to hear about:  * An in-depth explanation of what constitutes intellectual property and its importance to the valuation of a business.  * Real-world challenges and solutions in protecting intellectual property, including handling cases of infringement and misuse.  * The impact of intellectual property on business strategies and the importance of having a comprehensive business plan.  * Discussion on how intellectual property rights are handled in different contexts, such as fashion and comic book industries.  * Insightful tips on navigating the complexities of patent filing and intellectual property law from an expert in the field. Learn more about Anthony Verna:  * LinkedIn Profile: https://www.linkedin.com/in/anthonyverna  * YouTube Channel: https://www.youtube.com/@avernalawfirm    * Website: http://vernalaw.com    * Facebook Business: https://www.facebook.com/anthonyvernalaw   *********************************** In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates.  * Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft/  * Visit Judith Heft & Associates' Website: http://www.judithheft.com/ Subscribe to Mastering Your Financial Life on Apple podcast https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980 Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

Mastering Your Financial Life — Episode 80 In this episode of Mastering Your Financial Life, Judy Heft interviews Sharon Bregman, Founder and Managing Member of 360déménager LLC. Sharon brings over 18 years of expertise in managing residential moves for clients ranging from high-net-worth individuals to seniors transitioning to assisted or independent living. Her company specializes in right-sizing rather than downsizing, handling everything from local moves to international relocations and storage solutions. Tune in to the episode to hear about: * The common financial and emotional mistakes families make when managing estates or downsizing homes. * The importance of professional management in estate clearance to avoid overlooked valuables and potential family disputes. * Practical tips on managing the logistics of a move, including the benefits of professional packing and moving services. * The emotional challenges associated with moving and downsizing, particularly for seniors, and how professional help can ease this transition. * Real-life stories from Sharon's extensive experience that highlight the need for meticulous planning and execution in estate and move management. Learn more about Sharon Bregman: * Connect with Sharon on LinkedIn: http://www.linkedin.com/in/sharonbbregman * Visit 360déménager LLC's Website: http://www.360demenager.com/ * Follow 360déménager LLC on Facebook: https://www.facebook.com/profile.php?id=100064452143799 * Follow 360déménager LLC on Instagram: http://instagram.com/360demenager *********************************** In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates. * Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft/ * Visit Judith Heft & Associates' Website: http://www.judithheft.com/ Subscribe to Mastering Your Financial Life on Apple podcast https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980 Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

Mastering Your Financial Life — Episode 79 In this episode of Mastering Your Financial Life, Judy Heft interviews Dahiema Grant, CEO and Founder of DSG Advisory CPA, a NY-based CPA firm where financial expertise meets unwavering support for female entrepreneurs and business owners. With 17 years at the helm of her own accounting firm, Dahiema specializes in cash flow management, accounting, and bookkeeping for startups, alongside tax preparation. Tune in to the episode to hear about:  * The significance of cash flow analysis for startups and established businesses and how it can predict financial health and future needs.  * Practical strategies for managing cash inflows and outflows to enhance business financial stability.  * The role of a fractional CFO and how they can provide strategic financial oversight to growing businesses.  * Insights on the importance of proactive financial management and planning to avoid common pitfalls that businesses face.  * Dahiema's personal journey in balancing a demanding career with her passion for marathon running. Learn more about Dahiema Grant:  * Connect with Dahiema on LinkedIn: https://www.linkedin.com/in/dsg-advisory-cpa/    * Visit DSG Advisory CPA's Website: https://www.dsgadvisorycpa.com/  * Follow DSG Advisory CPA on Facebook: https://www.facebook.com/DSGAdvisoryCPA/   *********************************** In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates.  * Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft/  * Visit Judith Heft & Associates' Website: http://www.judithheft.com/ Subscribe to Mastering Your Financial Life on Apple podcast https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980 Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

Mastering Your Financial Life — Episode 78 In this episode of Mastering Your Financial Life, Judy Heft interviews Lesley Brovner and Mark Peters,  founding partners of the boutique law firm, Peters Brovner, which focuses on civil litigation, internal investigations, and regulatory defense.  Tune in to the episode to hear about:  * When and why internal investigations make sense for companies and nonprofits  * An overview of some of the different federal regulations that industry leaders should be aware of as their business grows  * The financial benefits for a company keeping up to date with your compliance requirements  * 5 Common pitfalls and misconceptions in compliance  * Regulatory attorneys — what they do; and when and why should you hire them    * The Top 3 things Lesley and Mark wish every profit or not-for-profit knew Learn more about Lesley Brovner and Mark Peters:  * Connect with Lesley on LinkedIn: https://www.linkedin.com/in/lesleybrovner/   * Connect with Mark on LinkedIn: https://www.linkedin.com/in/markgpetersesq/  * Follow Peters Brovner LLP on LinkedIn: https://www.linkedin.com/company/peters-brovner-llp/  * Visit Peters Brovner LLP's website: https://petersbrovner.com/ *********************************** In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates.  * Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft/  * Visit Judith Heft & Associates' Website: http://www.judithheft.com/ Subscribe to Mastering Your Financial Life on Apple podcast https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

Mastering Your Financial Life — Episode 77 In this episode of Mastering Your Financial Life, Judy Heft interviews Attorney Eric Schutzbank from The Law Offices of Berid & Schutzbank, a family-founded law firm located in North Andover, Massachusetts. Eric concentrates his practice in the areas of Domestic Relations, Family Law, Dispute Resolution, Guardianship, Elder Care / Abuse Law, Criminal Law, and Probate Litigation. Tune in to the episode to hear about:  * The emotional complexity of divorce   * The emotional and financial considerations when determining what to do with the marital home  * Understanding how investments, inheritance, and retirement are distributed in divorce  * The importance of hiring the right professionals when getting a divorce  * What do you do if you suspect your divorcing spouse is hiding assets — the role of forensic accountants Learn more about Eric Schutzbank:  * Connect with Eric on LinkedIn: www.linkedin.com/in/attorneyschutzbank  * Read Eric's full profile on the Law Offices of Berid & Schutzbank,'s website: https://www.berid-schutzbank.com/attorney-eric-schutzbank/  * Follow Law Offices of Berid & Schutzbank,on Facebook: https://www.facebook.com/beridschutzbankllc.lawfirm  * Follow Eric on Twitter: https://twitter.com/AndoverAttorney  * Email: eschutzbank@berid-schutzbank.com  * Call: 978 655 4282 *********************************** In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates.  * Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft/  * Visit Judith Heft & Associates' Website: http://www.judithheft.com/ Subscribe to Mastering Your Financial Life on Apple podcast https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980 Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

Mastering Your Financial Life — Episode 76 In this episode of Mastering Your Financial Life, Judy Heft interviews Fran Pastore, CEO and Founder of Women's Business Development Council (WBDC). Women's Business Development Council is a 501(c)(3) non-profit organization that is dedicated to providing the tools and resources to help women thrive in business.  Tune in to the episode to hear about:  * How Fran came to founding Women's Business Development Council and focusing her work on women entrepreneurs  * The importance and impact of the Women's Business Ownership Act, which eradicated archaic and sexist state laws that mandated that women could not access capital for commercial purposes  * The current and projected landscape of the United States economy and women business owners' place in it with women starting businesses at twice the rate of their male counterparts  * The types of grants that the WBDC gives away, including those for childcare Learn more about Fran Pastore:  * Connect with Fran on LinkedIn: https://www.linkedin.com/in/francinepastore  * Visit the Women's Business Development Council's website: https://ctwbdc.org/ *********************************** In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates.  * Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft/  * Visit Judith Heft & Associates' Website: http://www.judithheft.com/ Subscribe to Mastering Your Financial Life on Apple podcast https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980 Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

Mastering Your Financial Life — Episode 75 In this episode of Mastering Your Financial Life, Judy Heft interviews Dina De Giorgio, an attorney with over 30 years of experience handling all aspects of Family Law, divorce, child support, pre-nuptial agreements and custody issues. Dina is a partner at Schwartz Sladkus Reich Greenberg Atlas LLP. and has an office on Long Island and in New York City. Tune in to this episode for these key takeaways: * "Divorce-proofing" your marriage in financial terms — the most effective way for both partners * The Role Prenuptial Agreements play in a marriage — who should consider them and why * Important factors to consider when contemplating a divorce Learn more from and connect with Dina De Giorgio: * Connect with Dina on LinkedIn: https://www.linkedin.com/in/dina-de-giorgio-02154414 * Follow Schwartz Sladkus Reich Greenberg Atlas LLP on LinkedIn: https://www.linkedin.com/company/schwartz-sladkus-reich-greenberg-atlas-llp/ * Read more about Dina and her firm at Schwartz Sladkus Reich Greenberg Atlas LLP's website : https://ssrga.com/attorney/dina-de-giorgio * Follow Dina on Facebook: https://www.facebook.com/DinaDeGiorgio * Follow Dina on Instagram: https://www.instagram.com/dinadegiorgio * Email: ddegiorgio@ssrga.com * Call: 212-743-7047 ******************************** In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates. * Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft/ * Visit Judith Heft & Associates' Website: http://www.judithheft.com/ Subscribe to Mastering Your Financial Life on Apple podcast: https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980 Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

Mastering Your Financial Life — Episode 74 In this episode of Mastering Your Financial Life, Judy Heft interviews Frank Demming, owner and operator of a lead generation digital marketing agency called Local Business Marketing Solutions. He helps small law firms increase their revenue by promoting their services using proven online marketing strategies. Tune in to this episode for these key takeaways: * The circumstances that led Frank to start his own business * Why Frank decided to cash out his retirement savings to start his business rather than taking out a business loan * How Frank managed his finances in the early years of running his business * Frank's biggest lessons he learned when starting his business and managing his finances * The hardest thing Frank encountered when switching from working for a business to starting his own business Learn more from and connect with Frank Demming: * Connect with Frank Demming on LinkedIn: https://www.linkedin.com/in/fdemming/ * Follow Local Business Marketing Solutions on LinkedIn: https://www.linkedin.com/company/local-business-marketing-solutions * Visit Local Business Marketing Solutions on YouTube: https://www.youtube.com/@lbmsllc * Visit Local Business Marketing Solutions' Website: https://lbmsllc.com * Tune in to Frank's podcast, Marketing Solutions for Local Law Firms, on Apple: https://podcasts.apple.com/us/podcast/marketing-solutions-for-local-law-firms/id1596766131 * Tune in to Frank's podcast on Spotify: https://open.spotify.com/show/45aMzOAc8IwyuKnOwqEysS * Check out Frank's book, 7 Steps to Recession Proofing Your Business, on Amazon: https://www.amazon.com/gp/product/1671718844 ******************************** In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates. * Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft/ * Visit Judith Heft & Associates' Website: http://www.judithheft.com/ Subscribe to Mastering Your Financial Life on Apple podcast https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980 Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

Mastering Your Financial Life — Episode 73 In this episode of Mastering Your Financial Life, Judy Heft interviews Scott Mautner, a corporate lawyer who specializes in start up financing, mergers and acquisitions and outsource general counsel. Tune in to this episode for these key takeaways:  * Understanding the multiple sides to Scott's practice, including Mergers and Acquisitions and startup financing  * Scott's role as an Outside General Counsel  * Scott's work with startup companies  * How businesses can utilize attorneys in an efficient and cost-effective way Learn more from and connect with Scott Mautner:  * Connect with Scott Mautner on LinkedIn: https://www.linkedin.com/in/scott-mautner/  * Email: SMautner@homlegal.com  * Phone: (914) 686-4800  ******************************** In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates.  * Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft/   * Visit Judith Heft & Associates' Website: http://www.judithheft.com/  Subscribe to Mastering Your Financial Life on Apple podcast https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980 Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

Mastering Your Financial Life — Episode 72 In this episode of Mastering Your Financial Life, Judy Heft interviews Niraj Chhabra, Managing Director of SideBar Advisors. SideBar Advisors provides financial planning for attorneys. In addition, they provide complementary CLEs & networking opportunities specifically for attorneys. Tune in to this episode for these key takeaways: * Financial planning for attorneys — the specific needs and specialized planning * Suggested financial vehicles for attorneys, including their employer benefits and beyond * Financial planning concerns for women — 3 key areas make it unique Learn more from and connect with Niraj Chhabra: * Connect with Niraj on LinkedIn: https://www.linkedin.com/in/nirajchhabra/ * Follow SideBar Advisors on LinkedIn: https://www.linkedin.com/company/sidebaradvisors/ * Visit SideBar Advisors' website: https://sidebaradvisors.com/ * Follow SideBar Advisors on Facebook: https://www.facebook.com/SideBarAdvisors/ * Consider attending SideBar Advisors' upcoming events (RSVP here: https://sidebaradvisors.com/events/): **** Solo & Small Firm Attorney Virtual Networking on February 28, 2024 at noon EST **** Women's Attorney Virtual Networking on March 28, 2024 at noon EST ******************************** In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates. * Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft/ * Visit Judith Heft & Associates' Website: http://www.judithheft.com/ Subscribe to Mastering Your Financial Life on Apple podcast https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980 Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

Mastering Your Financial Life — Episode 71 In this episode of Mastering Your Financial Life, Judy Heft interviews Wendy Prince. Wendy is Principal and founding member of Prince Law Group, LLC, which focuses in family law, representing individuals in all alternative dispute resolution areas of matrimonial law including marriage and dissolution agreements in divorce and family law. Wendy has focused her entire legal career on family law with an emphasis on divorce mediation and other non-adversarial processes. Tune in to this episode for these key takeaways: * Non-adversarial options for divorce — definitions and differences * Divorce Mediation — how to guide clients when they refuse outside counsel * Asset division differences in Connecticut and New York * The benefits of a prenuptial agreement Learn more from and connect with Wendy Prince * Connect with Wendy on LinkedIn: https://www.linkedin.com/in/wendyprinceesq/ * Visit Wendy's business website: https://princelawgroup.com * Phone: (203) 405-0987 ******************************** In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates. * Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft/ * Visit Judith Heft & Associates' Website: http://www.judithheft.com/ Subscribe to Mastering Your Financial Life on Apple podcast https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980 Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

Mastering Your Financial Life — Episode 70 In this episode of Mastering Your Financial Life, Judy Heft interviews Jen Cochrane, Co-founder and Chief Executive Officer at Gifted Travel Network. Jen has one of the most unique backgrounds of any executive of a modern travel agency. Jen was previously an executive with the Federal Reserve where she was a start-up and turnaround specialist tasked with tackling some of the Fed's most complex business challenges. In her current role as co-founder and CEO of Gifted Travel Network, Jen has steered the company through start-up and growth phases with a vision for creating a unique business in a mature industry. Her work has led to GTN being recognized throughout the industry for its innovative approach to supporting and educating grooming successful travel entrepreneurs. Tune in to this episode for these key takeaways: * The benefits of using a travel agent * Why businesses should be hiring ahead of growth * The importance for businesses to invest in services and technology * How travel advisors are paid * How to create a team comprised of people with different personality and work styles who you can delegate important work to * Key steps necessary to transition your mass market travel business into the exclusive luxury travel market * Key ingredients to becoming a successful travel agent/advisor * Gifted Travel Network's Travel MBA training program for travel advisors: https://www.giftedtravelnetwork.com/travel-mba Learn more from and connect with Jen Cochrane: * Connect with Jen on LinkedIn: https://www.linkedin.com/in/jennifercochrane/ * Follow Gifted Travel Network on LinkedIn: https://www.linkedin.com/company/giftedtravelnetwork * Subscribe to Gifted Travel Network's channel YouTube: https://www.youtube.com/ @giftedtravelnetwork  * Visit Gifted Travel Network's website: http://www.giftedtravelnetwork.com * Follow Gifted Travel Network on Facebook: https://www.facebook.com/GiftedTravelNetwork * Follow Gifted Travel Network on Instagram: https://www.instagram.com/giftedtravelnetwork/ * Email: lybbi@giftedtravelnetwork.com ******************************** In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates. * Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft/ * Visit Judith Heft & Associates' Website: http://www.judithheft.com/ Subscribe to Mastering Your Financial Life on Apple podcast https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980 Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

Mastering Your Financial Life — Episode 69 In this episode of Mastering Your Financial Life, Judy Heft interviews Attorney Howard Graber, co-founding partner at GraberRoberts, LLC. GraberRoberts is a law firm in Stamford, Connecticut that focuses on all aspects of family law including premarital agreements, postnuptial agreements, divorce, property division, business valuation, child support, spousal support, contempt, domestic violence, child custody, visitation, modification of support, custody/visitation orders and appeals. Our goal is to obtain the best possible outcome for our clients with the least emotional and financial impact on the family. Tune in to this episode for these key takeaways: * The most important questions to ask a prospective divorce attorney * How the Covid pandemic affected divorce law cases in Connecticut * Financial steps to be taken before broaching the topic of divorce with your spouse * What to look for and where to look when suspicious of your spouse hiding funds * What a spendthrift trust is and how it can help protect your assets * The secret to a successful marriage Learn more from and connect with Howard Graber: * Connect with Howard on LinkedIn: https://www.linkedin.com/in/howard-r-graber-7a1743109/ * Follow GraberRoberts LLC on LinkedIn: https://www.linkedin.com/company/graberroberts-llc * Visit Howard's firm website: https://www.graberroberts.com/ * Read Howard's full bio: https://www.graberroberts.com/howard-r-graber * Follow GraberRoberts on Facebook: https://www.facebook.com/GraberLaw/ * Email: HGraber@graberroberts.com ******************************** In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates. * Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft/ * Visit Judith Heft & Associates' Website: http://www.judithheft.com/ Subscribe to Mastering Your Financial Life on Apple podcast: https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980 Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

Mastering Your Financial Life — Episode 68 In this episode of Mastering Your Financial Life, Judy Heft interviews Todd Stankiewicz, president and CIO of SYKON Capital. Todd's mission is to transform the wealth management experience. At SYKON, they champion a pioneering approach that goes beyond traditional risk metrics. Tune in to this episode for these key takeaways: * The Revolution of Behavioral Finance in Wealth Management — How behavioral finance has transformed the traditional methods of wealth management, and why the everyday investor needs to understand this shift * Tailoring Financial Advice to Client Core Values — Rather than solely focusing on a client's financial goals that may change as time passes, Todd highlights the importance of tailoring to core values, which remain consistent * Innovative Technologies and Their Role in Modern Financial Decision-making — How cutting-edge tools, like the ones used at SYKON Capital, help in capturing the human essence behind financial decisions * Education and Empowerment in Financial Planning — How individuals can educate themselves to make empowered financial decisions that resonate with their life goals Learn more from and connect with Todd Stankiewicz: * Connect with Todd on LinkedIn: https://www.linkedin.com/in/todd-stankiewicz-chfc%C2%AE-cfp%C2%AE-cmt%C2%AE-5b517a57/ * Follow Sykon Capital on LinkedIn: https://www.linkedin.com/company/sykon-capital * Visit Sykon Capital's website: https://www.sykoncapital.com/ * Follow Sykon Capital on Facebook: https://www.facebook.com/people/Sykon-Capital-LLC/100094605116024/ * Follow Sykon Capital on Twitter: https://twitter.com/SykonCap * Follow Sykon Capital on Instagram: https://www.instagram.com/sykoncap/ ******************************** In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates. * Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft/ * Visit Judith Heft & Associates' Website: http://www.judithheft.com/ Subscribe to Mastering Your Financial Life on Apple podcast https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980 Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

Mastering Your Financial Life — Episode 67 In this episode of Mastering Your Financial Life, Judy Heft interviews Lauren Banyar Reich, Founder & CEO of LBR/PR. At LBR/PR, Lauren and her team deliver top-tier media placements that move the needle for their clients. Lauren's energy and enthusiasm lead the way at LBR/PR, whether she's cultivating new business, heading up strategy sessions or asking a million questions to really understand what makes her clients – and their businesses – tick. She loves geeking out on entrepreneurship, listening to podcasts (like this one!), helping people in her network, drinking dry martinis (with a twist) and flipping tires at the gym. For almost two decades, Lauren has been helping business thought leaders leverage their expertise for greater visibility, credibility and ultimately profitability for their businesses. Throughout her career, Lauren has worked with bestselling authors, C-Suite executives, entrepreneurs, doctors, lawyers and innovative brands and non-profits to advance their business goals by generating high-impact press placements. Tune in to this episode for these key takeaways: * What is public relations and why is it important * Biggest misconceptions about PR * How to know if PR is right for your business and what things should be in place before starting a PR or thought leadership campaign * LBR/PR in a Box — what it is and why we need this in the market * How to set your business apart from the competition Learn more from and connect with Lauren Banyar Reich: * Connect with Lauren on LinkedIn: https://www.linkedin.com/in/lbrpr/ * Follow LBR/PR on LinkedIn: https://www.linkedin.com/company/lbr-pr * Visit LBR/PR's website: https://www.lbrpr.com/ * Email: lreich@lbrpr.com ******************************** In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates. * Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft/ * Visit Judith Heft & Associates' Website: http://www.judithheft.com/ Subscribe to Mastering Your Financial Life on Apple podcast https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980 Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

Mastering Your Financial Life — Episode 66 In this episode of Mastering Your Financial Life, Judy Heft interviews Merry Neitlich. For over 30 years, Merry has been a leader in branding and business development working with professional service providers. She is an award-winning consultant who assists firms in raising their visibility and driving new revenue. Merry is founding partner of EM Consulting, a leading business development consultancy with over 25 years of experience in professional services marketing, brand development and business development solutions, coaching and training. There are offices in Irvine, California and Chicago, Illinois. Tune in to this episode for these key takeaways: * The importance of creating a distinctive brand that's real and true to the business and how Merry and her team get there with their clients * Why a company should start with branding when thinking of business development * How a company or firm applies its brand to achieve increased visibility and profits * Once the brand is applied, how to strategize to create sustained business development opportunities that combine clients, non-clients, and referral sources * The most common mistakes firms and companies make with regard to their websites * How long it takes to go from branding to seeing actual revenue increase Learn more from and connect with Merry Neitlich: * Connect with Merry on LinkedIn: https://www.linkedin.com/in/merryneitlich/ * Follow EM Consulting on LinkedIn: https://www.linkedin.com/company/extreme-marketing/ * Visit EM Consulting's website: https://emconsults.org/ * Email: merry@emconsults.org ******************************** In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates. * Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft/ * Visit Judith Heft & Associates' Website: http://www.judithheft.com/ Subscribe to Mastering Your Financial Life on Apple podcast https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980 Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

Mastering Your Financial Life — Episode 65 In this episode of Mastering Your Financial Life, Judy Heft interviews Erin Ardleigh, Founder and President of Dynama Insurance. Dynama Insurance is an independent brokerage representing the country's largest and most reputable insurance companies. Dynama takes an educational, transparent approach and will help you compare multiple options in order to select the best possible insurance policy. Erin provides life, health, disability, and long-term care insurance from the strongest insurers. Tune in to this episode for these key takeaways: * The most important advice Erin gives to someone who needs insurance * Mistakes to avoid when buying insurance * Ideal age to acquire long-term care insurance * Types of insurance Erin recommends for particular life stages * Life Settlement — What is it and is it right for you Learn more from and connect with Erin Ardleigh: * Connect with Erin on LinkedIn: https://www.linkedin.com/in/ardleigh * Visit Dynama Insurance's Website: https://dynamainsurance.com/ * Email: Erin@dynamainsurance.com ******************************** In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates. Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft/ Visit Judith Heft & Associates' Website: http://www.judithheft.com/ Subscribe to Mastering Your Financial Life on Apple podcast: https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980 Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

In this episode of Mastering Your Financial Life, Judy Heft interviews Katherine Taylor, a Maryland lawyer who represents business owners. Based in Maryland, Katherine is the Founder and Owner of Taylor Legal™. Katherine is also an adjunct professor in the Intellectual Property and Entrepreneurship Clinic at the University of Maryland Carey School of Law. Taylor Legal™ specializes in representing startups, emerging and established businesses and/or their founders and owners. Like many of our clients, we at Taylor Legal™ are running a business, so we understand the issues that face business owners. Tune in to this episode for these key takeaways: * How to protect your business in the event the owner becomes incapacitated or passes away * The key differences between being a solo practitioner, forming an LLC, and becoming a corporation * What a business owner can do to protect their own personal assets from any potential claims against their business * The importance of an operating agreement * How business bank accounts should be titled * How to choose the signatory on business bank accounts Learn more from and connect with Katherine Taylor: * Visit Taylor Legal's website: https://www.taylorlegal.com/ * Watch Katherine's videos and subscribe to the Taylor Legal YouTube channel (if you're a business owner, make sure to check out Katherine's video on the Corporate Transparency Act): https://www.youtube.com/channel/UCLSQcqb98NubiqJIM8WfYOQ * Connect on LinkedIn: https://www.linkedin.com/in/katherineltaylor/ * Follow Taylor Legal on LinkedIn: https://www.linkedin.com/company/taylor-legal/ * Follow Taylor Legal on Facebook: https://www.facebook.com/taylorlegalbizlaw * Follow Katherine on Instagram: https://www.instagram.com/ktaylorpics/ * Do you have experience with Taylor Legal? Write a review on Google: https://tinyurl.com/yjktf84u ******************************** In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates. Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft/ Visit Judith Heft & Associates' Website: http://www.judithheft.com/ Subscribe to Mastering Your Financial Life on Apple podcast: https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980 Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

In this episode of Mastering Your Financial Life, Judy Heft interviews Pamela Mosiello. Pam Mosiello has over 20 years of experience in public accounting with a focus on tax planning, preparation and consulting services to high-net-worth Individuals, family office clients, trusts and estates, private foundations and closely held businesses. She advises clients with complex tax reporting requirements, including those with financial assets held in foreign trusts, institutions and other entities. In addition, Pamela also provides multi-state tax planning concerning residency as well as tax planning for individuals approaching retirement. She also has extensive experience representing clients before the IRS and state/local taxing authorities. Tune into the episode for insights from Pamela Mosiello: * Pam's takeaway from the October 2023 tax season * How Pam is advising her clients for end-of-year planning * The importance of preparing ahead for taxes * Advice about charitable giving Connect with and learn more from Pamela Mosiello: * Connect with Pam on LinkedIn: https://www.linkedin.com/in/pamela-a-mosiello-cpa-143a9422/ * Read more about Pam on the UHC website: https://uhy-us.com/professional/pam-mosiello ******************************** In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates. Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft/ Visit Judith Heft & Associates' Website: http://www.judithheft.com/ Subscribe to Mastering Your Financial Life on Apple podcast: https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980 Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

In this episode of Mastering Your Financial Life, Judy Heft interviews Eric Sarver, Esq., the founding attorney of Sarver Law Firm, PLLC, a Manhattan-based boutique employment law and business law firm which opened its doors in April of 2001. Eric and his firm counsel, defend, and represent small to mid-sized businesses in various industries, helping small to mid-sized companies to navigate the ever-changing world of federal, state, and municipal labor and employment laws, while defending employers / management in federal and state courts, arbitration, or in government investigations in matters such as employment discrimination, wage and hour violations, paid leave issues, breach of employment contract, or commission disputes. Sarver Law Firm, PLLC further provides business law services, from business formation to buy-sells, drafting of Investor Agreements, RSPA's, Operating Agreements, partnership formation and dissolution, and commercial litigation. Tune into the episode for insights from Eric Sarver: * How the change to a remote or hybrid workforce created new labor and employment law challenges, and financial impact, for businesses * 3 Lessons in employment law that employers can take away from the Covid-19 pandemic Connect with and learn more from Eric Sarver: A Long Island native who went to SUNY Binghamton and Hofstra Law School, Eric Sarver began practicing law in January 1999 at a prominent Park Avenue firm, and later at a small civil rights and employment law firm on Long Island. Eric lives in suburban New Jersey with his wife, Sarah, and their young son, Nathan. He enjoys spending time with his family, playing guitar, karaoke, cycling, the beach, and going to the gym. * Connect with Eric on LinkedIn: https://www.linkedin.com/in/eric-sarver-esq-a7a4a413/ * Visit Sarver Law Firm, PLLC's website: https://sarver-law.com/ * Follow the Sarver Law Firm, PLLC on LinkedIn: https://www.linkedin.com/company/sarver-law-firm/ * Subscribe to the Sarver Law Firm, PLLC on YouTube: https://www.youtube.com/@SarverLawFirmPLLC * Follow the Sarver Law Firm, PLLC on Facebook: https://www.facebook.com/SARVERLAWFIRM/ * Follow the Sarver Law Firm, PLLC on Twitter: https://twitter.com/EricSarver73 * Check out Eric's podcast: https://podcasts.apple.com/us/podcast/employment-law-today/id1616933480 ******************************** In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates. * Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft/ * Visit Judith Heft & Associates' Website: http://www.judithheft.com/ * Subscribe to Mastering Your Financial Life on Apple podcast: https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980 * Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

In this episode of Mastering Your Financial Life, Judy Heft interviews Jeremy Poock, founder of Senior Attorney Match. Founded in 2013, Senior Attorney Match designs and implements succession plans for attorneys. Tune into the episode for insights from Jeremy Poock: * How law firms are valued * How to and the importance of transferring client trust when selling a firm * Options lawyers have when selling a law firm * Why lawyers should have business training * Current trends seen in law firm sales * Financial tips for senior lawyers considering succession planning for their law practices Connect with and learn more from Jeremy Poock: * Connect with Jeremy on LinkedIn: https://www.linkedin.com/in/jeremypoock/ * Follow Senior Attorney Match on LinkedIn: https://www.linkedin.com/company/senior-attorney-match/ * Subscribe to Jeremy's YouTube Channel: https://www.youtube.com/@thelawfirmseller * Visit Senior Attorney Match's website: https://www.seniorattorneymatch.com/ * Follow Senior Attorney Match on Facebook: https://www.facebook.com/SeniorAttorneyMatch * Follow Senior Attorney Match on Twitter: https://twitter.com/srattorneymatch * Tune in to Jeremy's two live streams per month: (i) The State of the Market for Law Firm Sales in 7 Minutes; and (ii) The Ask the Law Firm Seller Show: https://srattorneymatch.podbean.com/ ******************************** In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates. * Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft/ * Visit Judith Heft & Associates' Website: http://www.judithheft.com/ * Subscribe to Mastering Your Financial Life on Apple podcast: https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980 * Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

In this episode of Mastering Your Financial Life, Judy Heft interviews Jill Spielberg, a Partner at Abrams Fensterman, LLP. Jill is the Director and Partner-in-Charge of the Matrimonial and Family Law Practice of the White Plains Office. Tune in to the episode for insights from Jill Spielberg: * The surprising benefits of prenuptial agreements for both parties outside just the protection of assets * Why she wishes couples were required to take a marriage education course * Where to begin from a financial perspective when contemplating divorce * The importance of financial inclusion in a marriage to be prepared in case of unexpected death or divorce * Why Jill sees divorce mediation as counter-intuitive Connect with and learn more from Jill Spielberg: * Read more about Jill on her firm's website: https://www.abramslaw.com/attorneys/jill-spielberg/ * Connect on LinkedIn: https://www.linkedin.com/in/jill-spielberg-9b654930/ * Call: (914) 607-7010 * Email: jspielberg@abramslaw.com ******************************** In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates. * Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft/ * Visit Judith Heft & Associates' Website: http://www.judithheft.com/ * Subscribe to Mastering Your Financial Life on Apple podcast https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980 * Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

In this episode of Mastering Your Financial Life, Judy Heft interviews Dan Wice. Dan Wice is an independent Insurance Advisor who specializes in working with people's trusted advisors, such as Financial Advisors, CPAs, Attorneys to name a few. Dan has almost 30 years of experience in the Financial Services industry with the last 14 years focused on helping guide people with their Risk Management solutions in Life, Long-Term Care, and Disability insurance. Tune into the episode for insights from Dan Wice: * The importance of life insurance in your financial planning strategy and how it will evolve throughout your life * Wealth transfer strategies — what's working and what isn't * The difference between Permanent Insurance and Term Insurance * The importance of Long-term Care and how it may change throughout your life Connect with and learn more from Dan Wice: * Connect on LinkedIn: https://www.linkedin.com/in/dan-wice-8800354 * Visit Dan's business website: https://www.americanbusiness.com/ * Email: dwice@americanbusiness.com ******************************** In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates. * Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft/ * Visit Judith Heft & Associates' Website: http://www.judithheft.com/ * Subscribe to Mastering Your Financial Life on Apple podcast https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980 * Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

In this episode of Mastering Your Financial Life, Judy Heft interviews Jeffrey M. Verdon, Partner and Chair of Asset Protection at Falcon Rappaport & Berkman LLP. Jeffrey's focus is on estate planning and asset protection for affluent families and successful business owners. Jeffrey is also author of Estate Planning for Women Only (available on Amazon: https://www.amazon.com/Estate-Planning-Women-Jeffrey-Verdon/dp/1494807505) Tune into the episode for insights from Jeffrey Verdon: * Jeffery's career journey that led him to his unique approach to estate planning for the more affluent family and business owner * What asset protection planning is and why is it so important * Some of the techniques Jeffery's firm uses to achieve integrated estate planning with asset protection * Jeffrey's book, Estate Planning for Women Only — How and why he came to write it and key takeaways Connect with and learn more from Jeffrey Verdon: * Connect on LinkedIn: https://www.linkedin.com/in/jeffreyverdon/ * Follow Falcon Rappaport & Berkman LLP on LinkedIn: https://www.linkedin.com/company/frblaw/ * Follow Falcon Rappaport & Berkman LLP on YouTube: https://www.youtube.com/channel/UCvNmnNgrh4HneTAPN9HK1DQ * Visit Falcon Rappaport & Berkman LLP's website: ===* https://jmvlaw.com/ ===* https://frblaw.com/practice-areas/asset-protection/ * Follow Falcon Rappaport & Berkman LLP' on Facebook: https://www.facebook.com/FRBLaw * Follow Falcon Rappaport & Berkman LLP' on Twitter: https://twitter.com/frblaw * Call: 949-333-8152 * Email: JVerdon@frblaw.com ******************************** In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates. * Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft/ * Visit Judith Heft & Associates' Website: http://www.judithheft.com/ * Subscribe to Mastering Your Financial Life on Apple podcast https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980 Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

In this episode of Mastering Your Financial Life, Judy Heft interviews Maura Carley, Founder and President of Healthcare Navigation, LLC, a fee-based health insurance consulting and advocacy firm. Maura has a master's in public health from Yale, is a certified health insurance consultant, and spent many years as a hospital and health plan executive before starting Healthcare Navigation. Maura is also the author of "Health Insurance: Navigating Traps and Gaps" (https://www.healthcarenavigation.com/book) Tune into the episode for insights from Maura Carley: * Upcoming Medicare Open Enrollment and when to make a change * The difference between original Medicare and the Advantage plans — pros and cons of both * Understanding COBRA Connect with and learn more from Maura Carley: * Connect with Maura on LinkedIn: https://www.linkedin.com/in/mauracarley/ * Follow Healthcare Navigation on LinkedIn: https://www.linkedin.com/company/healthcare-navigation/ * Visit Healthcare Navigation's website: https://www.healthcarenavigation.com/ * Follow Healthcare Navigation on YouTube: https://www.youtube.com/channel/UC7uqMAOTm0wXjOhNdbWBXtw * Follow Healthcare Navigation on Facebook: https://www.facebook.com/HealthcareNavigation/ * Follow Maura on Twitter: https://twitter.com/MauraCarley * Follow Healthcare Navigation on Instagram: https://www.instagram.com/healthcarenavigation/ * Call (CT local): 203 655-2614 * Call (from anywhere): 800-599-0246 * Email: info@healthcarenavigation.com ******************************** In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates. Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft/ Visit Judith Heft & Associates' Website: http://www.judithheft.com/ Subscribe to Mastering Your Financial Life on Apple podcast: https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980 Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

In this episode of Mastering Your Financial Life, Judy Heft interviews Sarah Jacobs, Esq., family law mediator and attorney at Jacobs Berger, LLC. She is also the co-founder and partner at Jacobs Berger, a boutique law firm dedicated to de-stressing the divorce process. Certified by the Supreme Court of New Jersey as a Matrimonial Law Attorney, and Qualified as a Mediator, Sarah practices law throughout the State of New Jersey. Together with partner Jamie N. Berger, Esq. their boutique Morristown family law firm is managed with the goal of providing high-quality service tailored to each client's individual needs. In her capacity as both a family law mediator and litigator, Sarah works with negotiation-minded clients in a cooperative setting. Sarah is also a skilled litigator with the knowledge needed to take even the most complex cases to court, if necessary. Tune into the episode for insights from Sarah Jacobs: * The hidden costs of divorce * How to plan financially for post-divorce life * How Sarah and her firm help their clients make rational and reasonable financial decisions when going through a divorce * Unique teachings Sarah's firm provides to the monied spouse Connect with and learn more from Sarah Jacobs: * Connect with Sarah on LinkedIn: https://www.linkedin.com/in/sarah-j-jacobs/ * Subscribe to Sarah's YouTube Channel: https://www.youtube.com/channel/UCGEO4WCZtpCOzNEeGqXdZMg * Visit her firm's website: https://jacobsberger.com/ * Follow Jacobs Berger on Facebook: https://www.facebook.com/jacobsberger/ * Follow Jacobs Berger on LinkedIn: https://www.linkedin.com/company/jacobs-berger-llc/ * Email: info@jacobsberger.com * Call: (973) 354-4551 ******************************** In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates. Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft/ Visit Judith Heft & Associates' Website: http://www.judithheft.com/ Subscribe to Mastering Your Financial Life on Apple podcast https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980 Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

In this episode of Mastering Your Financial Life, Judy Heft interviews Seth Zuckerman, criminal defense attorney and partner at ChaudhryLaw PLLC. Seth is a well-regarded former prosecutor, who is now a fearless, tireless, and zealous advocate for all clients facing investigation or criminal charges. Seth represents both individual and corporate clients in a wide variety of white-collar and traditional criminal defense matters in federal and state courts in New York and throughout the country. Seth also represents clients in parallel regulatory proceedings brought by the Securities and Exchange Commission(SEC) and Title IX university misconduct proceedings. Seth serves on the Criminal Advocacy Committee of the New York City Bar Association. Seth was recently recognized as a Super Lawyers Rising Star (which is only awarded to the top 2.5% of attorneys) and a "Top 40 Under 40" Criminal Defense Attorney in New York City. Tune into the episode for insights from Seth Zuckerman: * When and why people might need a criminal defense attorney like Seth * The bail and bond process * How starting out as a prosecutor gives Seth an advantage as a defense attorney * The types of people Seth works with * What a relief defendant and how they may be named in civil litigation despite not being accused of wrongdoing Connect with and learn more from Seth Zuckerman: * Connect with Seth on LinkedIn: https://www.linkedin.com/in/seth-zuckerman-4a89734b * Visit ChaudhryLaw PLLC's website: https://chaudhrylaw.com/zuckerman/ * Call Seth and his team at 212.785.5550 — Seth is happy to chat with anyone with any questions about criminal defense — if they've had an interaction with the government, have been a witness to a crime, received a subpoena, or if they suspect they're the subject of any investigation ******************************** In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates. Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft/ Visit Judith Heft & Associates' Website: http://www.judithheft.com/ Subscribe to Mastering Your Financial Life on Apple podcast https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980 Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

In this episode of Mastering Your Financial Life, Judy Heft interviews Monica Allen, Author of "Girls Just Wanna Have Fund$." Monica is also a Dual licensed MHNP and Family Nurse Practitioner. Monica Allen left the corporate world and wrote her book to help younger versions of herself with money. Instead of just retiring to a beach, she is letting her passion for helping women manage their money become her purpose. Tune into the episode for insights from Monica Allen: How not being able to afford pizza one night after Monica and her partner worked all day was a turning point for her and set her on her quest to change her financial way of life Thoughts on mindset and money and the connection between your health and financial life — how a poor financial mindset acts like an "invisible noose" Why it's never too late to get your financial life in order What Covid and inflation has done to our hope and what the consequences are that we have to deal with Why it's important to prioritize people first, then money Connect with and learn more from Monica Allen: Connect with Monica on LinkedIn: https://www.linkedin.com/in/monica-allen-209072163/ Visit Monica's website: https://www.allenmoneytalks.com/ Follow Monica on Instagram: https://www.instagram.com/allenmoneytalks/ Follow Monica on Facebook: https://www.facebook.com/AllenMoneyTalks/ Buy Monica's book, "Girls Just Wanna Have Fund$: Four Steps to Financial Freedom": https://www.amazon.com/Girls-Just-Wanna-Have-Fund-ebook/dp/B0C3NMWPQS?ref_=ast_author_mpb ******************************** In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates. Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft/ Visit Judith Heft & Associates' Website: http://www.judithheft.com/ Subscribe to Mastering Your Financial Life on Apple podcast https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980 Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

In this episode of Mastering Your Financial Life, Judy Heft interviews Stacy Francis, President and CEO of Francis Financial. Francis Financial is a fee-only boutique wealth management, financial planning and divorce financial planning firm dedicated to providing ongoing comprehensive advice for successful individuals, couples, and women in transition such as divorce or widowhood. Stacy is a Certified Financial Planner™ (CFP®), Certified Divorce Financial Analyst® (CDFA®), and Certified Estate and Trust Specialist (CES™) with over 20 years of experience in the financial industry. Stacy is also the founder of the non-profit, Savvy Ladies™, host of the Financially Ever After podcast, and the author of the white paper, Unveiling the Unspoken Truth: The Financial Challenges Women Face During and After Divorce and Financial Help for Widows - A Complete Resource Guide. Tune into the episode for insights from Stacy Francis: * The most important things to do when you lose a loved one * Specific financial documents that need to be collected once widowed * Who you need to inform when your spouse passes away * How to let others help you when you're grieving * How to navigate handling your late spouse's retirement accounts and benefits Connect with and learn more about Stacy Francis: * Connect with Stacy on LinkedIn: https://www.linkedin.com/in/stacyfrancis/ * Follow Francis Financial on LinkedIn: https://www.linkedin.com/company/francisfinancialinc * Subscribe to Francis Financial's YouTube Channel: https://www.youtube.com/user/francisfinancial * Tune into Stacy's podcast show, Financially Ever After Widowhood: https://podcasts.apple.com/us/podcast/financially-ever-after-widowhood/id1259474146 * Visit Stacy's business' website: https://francisfinancial.com/ * Follow Francis Financial on Facebook: https://www.facebook.com/FrancisFinancialInc/ * Follow Francis Financial on on Twitter: https://twitter.com/francisfinance * Follow Francis Financial on on Instagram: https://www.instagram.com/francisfinancialinc/ * Download a FREE Guide: Financial Help for Widows: https://francisfinancial.com/financial-help-for-widows/ * Email: Stacy@francisfinancial.com * Learn about Savvy ladies, a nonprofit organization Stacy organized over 20 years ago providing free financial education to all women: https://www.savvyladies.org ******************************** In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates. Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft/ Visit Judith Heft & Associates' Website: http://www.judithheft.com/ Subscribe to Mastering Your Financial Life on Apple podcast https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980 Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

In this episode of Mastering Your Financial Life, Judy Heft interviews Real Estate Specialist, Len Schwartz. Len helps clients round their portfolio by adding income properties. Len is a Certified Luxury Home Marketing Specialist (CLHMS) and Member, Institute for Luxury Home Marketing, Million Dollar Guild. He is also a Senior Real Estate Specialist (SRES), Certified Negotiation Expert (CNE) and Certified Distressed Property Expert (CDPE). Tune into the episode for insights from Len Schwartz: * Types of properties Len helps clients acquire * Why it's a good idea for people in their twenties to become homeowners instead of waiting, regardless of assets and wealth * The importance of a good lender for young, first-time home buyers * The benefits of investing in income-generating properties * What Len's clients say his greatest strengths are Connect with and learn more about Len Schwartz: * Connect with Len on LinkedIn: https://www.linkedin.com/in/lenschwartz/ * Follow Len's business on Facebook: https://www.facebook.com/LenSchwartzTeam * Call Len: 203.912.5254 * Email Len: LenSchwartz@kw.com In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates. Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft/ Visit Judith Heft & Associates' Website: http://www.judithheft.com/ Subscribe to Mastering Your Financial Life on Apple podcast https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980 Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

In this episode of Mastering Your Financial Life, Judy Heft interviews Career Coach and Resume Writer, Jasmine Briggs-Rogers. Jasmine is a Career Transitioner, helping executives, managers, other professionals, and recent graduates find their dream jobs. Tune into the episode for insights from Jasmine Briggs-Rogers: The importance of your social media presence and activity Tips for transitioning your career The importance of networking and how to do it Which jobs you should and should not be applying to Tips for resumes Special advice for stay-at-home moms looking to reenter the workforce Tips on interviewing Connect with and learn more about Jasmine Briggs-Rogers: Connect with Jasmine on LinkedIn: https://www.linkedin.com/in/jasminebriggs Follow Creatively Inspired Career Coaching on LinkedIn: https://www.linkedin.com/company/creatively-inspired-coaching/ Watch Jasmine's videos and subscribe to her YouTube channel: https://www.youtube.com/Jasminebriggs11 Visit Jasmine's business website: https://www.jasminebriggs.com/ Follow Jasmine on Facebook: https://www.facebook.com/JasmineBriggsLifeCoach Follow Jasmine on Twitter: https://twitter.com/jasminebriggs1 Follow Jasmine on Instagram: https://www.instagram.com/CICoaching/ In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates. Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft/ Visit Judith Heft & Associates' Website: http://www.judithheft.com/ Subscribe to Mastering Your Financial Life on Apple podcast https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980 Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

In this episode of Mastering Your Financial Life, Judy Heft interviews Gayle Gruenberg, the Chief Executive Organizer of Let's Get Organized, an award-winning organizing company located in northern New Jersey. Gayle helps people living with chronic disorganization to declutter and create and maintain organizing systems. She is a Certified Professional Organizer in Chronic Disorganization, Certified Virtual Organizing Professional, and an Organizer Coach. Tune into the episode for insights from Gayle Gruenberg: What chronic disorganization is The first steps to getting organized How a professional organizer can help How a person can select a professional organizer The warning signs of chronic disorganization Connect with and learn more about Gayle Gruenberg,: Connect with Gayle on LinkedIn: https://www.linkedin.com/in/gaylegruenberglgo/ Follow Let's Get Organized LLC on LinkedIn: https://www.linkedin.com/company/let's-get-organized-llc/ Subscribe to Gayle's YouTube Channel: https://www.youtube.com/@GayleGruenberg Visit Let's Get Organized on the web: https://lgorganized.com Follow Gayle of Facebook: https://www.facebook.com/gayle.gruenberg Follow Let's Get Organized LLC on Facebook: https://www.facebook.com/LetsGetOrganizedLLC Follow Gayle on Twitter: https://twitter.com/GayleGruenberg Follow Let's Get Organized on Instagram: https://www.instagram.com/letsgetorganizedllc/ Follow Gayle on Pinterest: https://www.pinterest.com/gaylelgo/GetOrganizedWithGayle Listen to Gayle's podcast, Make Space for Blessings!: https://podcasters.spotify.com/pod/show/gayle-gruenberg Order the Let's Get Organized! Books: https://www.amazon.com/dp/B0BT8KP9W2?binding=kindle_edition&qid=1682707010&sr=8-2&ref=dbs_dp_rwt_sb_pc_tukn Keep your eyes open for Gayle's new book and related course coming called "Get the Big O (Organized, of course)! 7 Steps to a Life of Calm, Clarity, and Control" In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates. Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft/ Visit Judith Heft & Associates' Website: http://www.judithheft.com/ Subscribe to Mastering Your Financial Life on Apple podcast https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980 Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

In this episode of Mastering Your Financial Life, Judy Heft interviews Keren Birnbaum, Founding Partner at Birnbaum Lewis, PLLC and Of Counsel at JLC & Associates. For over 10 years, Keren has advised clients on how to protect themselves, their loved ones and their business in the event of death, incapacity or disability. Her practice is concentrated in the areas of Estate Planning, Trust and Estate Administration and Elder Law. Keren provides personalized attentive service to her clients to put them at ease and help them achieve their goals. In 2022, Keren co-founded, with Jaime Lewis, Birnbaum Lewis, PLLC, a boutique law firm focusing in Estate Planning, Probate, Trust Administration, Elder Law, & Special Needs Planning. Tune into the episode to learn about Keren Birnbaum: * When one needs to begin thinking about their estate plan * Common estate planning mistakes * Necessary documents needed in an estate plan Connect with and learn more about Keren Birnbaum: * Connect with Keren on LinkedIn: https://www.linkedin.com/in/keren-g-birnbaum/ * Visit the Birnbaum Lewis website: https://www.birnbaumlewis.com/ * Follow Birbaum Lewis on Instagram: https://www.instagram.com/birnbaumlewis/ * Follow Birbaum Lewis on Facebook: https://www.facebook.com/BirnbaumLewis * Follow Birbaum Lewis on LinkedIn: https://www.linkedin.com/company/birnbaum-lewis/ In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates. Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft/ Visit Judith Heft & Associates' Website: http://www.judithheft.com/ Subscribe to Mastering Your Financial Life on Apple podcast https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980 Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

In this episode of Mastering Your Financial Life, Judy Heft interviews Robin Faller, Vice President of Digital Sales at Ferocious Media. Robin is experienced in website design, SEO, SEM, social media content and advertising, and much more in the realm of social media and the internet. Ferocious Media is a full service digital marketing agency, among the top 3% of Google Partners in the US. Their award-winning expert team is dedicated to their client's success in website design and development, search engine marketing & optimization, social media marketing, and branding through display and native advertising, audio streaming, video streaming ads including pre-roll and OTT/Connected TV. Tune into the episode to learn about: The differences between Search Engine Marketing and Search Engine Optimization What types of businesses and people you should hire to help you with Search Engine Marketing and Search Engine Optimization The anatomy of the search engine results page Why consistent blogging is an amazing tool for any business The importance and usefulness of a Google Business page What a business owner should consider when organizing their website Connect with and learn more about Robin Faller: Connect with Robin on LinkedIn: https://www.linkedin.com/in/robin-faller-1210a93/ Visit Ferocious Media's Website: https://ferociousmedia.com In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates. Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft/ Visit Judith Heft & Associates' Website: http://www.judithheft.com/ Subscribe to Mastering Your Financial Life on Apple podcast https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980 Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

In this episode of Mastering Your Financial Life, Judy Heft interviews, Joshua Goldberg, Co-managing Partner at Nath, Goldberg & Meyer. Joshua is a patent attorney helping companies who want to protect their innovations in under one year to introduce new products, prevent competition and build company value. Joshua "helps clients let people live in the future." Nath, Goldberg & Meyer (NGM) is an intellectual property law firm engaging in all aspects of intellectual property law practice. Tune into the episode to learn: The value of patenting new innovations What a patent search is and why it is an essential first step before applying for a patent How long the patent process takes, what to expect, and how to expedite the process Why patents are considered a "legal monopoly" and what it means Connect with and learn more about Joshua Goldberg: Connect with Joshua Goldberg on LinkedIn: https://www.linkedin.com/in/joshuabgoldberg/ Visit Joshua's business website: https://nathlaw.com/ Contact Joshua for a FREE initial consultation. Call the office (703.548.6284) or email Joshua (jgoldberg@nathlaw.com) In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates. Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft/ Visit Judith Heft & Associates' Website: http://www.judithheft.com/ Subscribe to Mastering Your Financial Life on Apple podcast https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980 Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ