Valuable Insights with Nataliya Kalava CVA, ABV, MAFF

Brief discussion about various trusts used in estate planning and business valuation concepts and guidance.

Business valuations are performed for a variety of reasons. In this segment, we discuss few common reasons why business valuations are performed.

Brief introduction to market vs income approach to valuation.

My special guest is Lorena Tomasini. Lorena and her company helps individuals, families and small business owners with financial protection. That can mean: life insurance with living benefits, health insurance, vision and dental, health insurance for people 65 and over. Reach out to Lorena by calling or texting at 786-236-1792 during business hours. Other ways to contact Lorena: Website https://www.malmins.com, LinkedIn https://www.linkedin.com/in/lorenatomasini and Email Life@malmins.com

My guest is Rossana Laib. Rossana is the founder of NextDoor Bookkeeping | 813 586 1619 | rossana@nextdoorbookkeeping.com. She is a Certified Quickbooks Consultant working with companies and business owners to help them unravel the intricacies and complexities of organizing, managing and running their bookkeeping with QuickBooks Online. https://nextdoorbookkeeping.com. Rossana's LinkedIn https://www.linkedin.com/in/rossanalaib/.

During this episode, I had the honor to interview Michael Valdez. Michael is a Certified Financial Planner and an LPL Branch Manager at Synergy Wealth Alliance in the Greater Tampa Bay Area. During our engaging conversation, we discussed a wide range of topics from Argentine tango dancing to managing and building solid financial foundation. If you would like to connect with Michael, reach out to him directly on Linked In https://www.linkedin.com/in/michael-valdez-5107a6/.

This is a great episode where my special guest is Dino Eliadis. Dino has been a business consultant for over 25 years. He is the founder and president of DE, Inc. During our conversation we discuss how you can simplify and optimize the growth of your business. To get in touch with Dino, email him directly at dino@dinoeliadis.com or visit his LinkedIn and website at https://www.linkedin.com/in/dinoeliadis and http://www.dinoeliadis.com/.

During this episode I will share with you some of my thoughts on investing in stocks, and investing in general, along with what's the most important thing to keep in mind when it comes to investing in stocks? Is diversification important? What do you need to know about financial advisors and more.

Welcome to Worthwhile Hi there, this is Nataliya and this is the podcast all about money, finances, entrepreneurship, running a business and making wise, optimal investments. If you feel like you need some guidance, insights, and information or simply you want to learn and know what you can do better, you've found the right place. I am here to guide you, and to be your host, invite interesting guests who can share their tips and tricks. We are here to build a growing and thriving financially-wise community of individuals and business owners. So don't hesitate, join and subscribe and let's build something worthwhile.