Wait... What? Financial Matters

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Welcome to Wait...What? Financial Matters that Matter. This is a weekly show, hosted by Eric Bell will discuss multiple topics in the world of Business Planning, Tax Mitigation, Risk Management, and Capital." Finally a show for business and the people that own them. Our guests will share their exp…

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    • Mar 17, 2022 LATEST EPISODE
    • every other week NEW EPISODES
    • 22m AVG DURATION
    • 51 EPISODES


    Search for episodes from Wait... What? Financial Matters with a specific topic:

    Latest episodes from Wait... What? Financial Matters

    Commercial Real Estate...Now what?

    Play Episode Listen Later Mar 17, 2022 30:16


    Cameron discuss the exits in Commercial Real Estate, how to do it in a tax favored manner and why others are buying

    Older Parents...now what? The right care

    Play Episode Listen Later Mar 10, 2022 31:33


    Dana discusses assisted living and how to manage your parents when the time comes.

    Premium Finance: For everyone the Kai-Zen way.

    Play Episode Listen Later Mar 3, 2022 31:19


    Shawn discuss insurance premium finance where no collateral is needed. No risk financing.

    Residential Real Estate: where's it going...opportunities

    Play Episode Listen Later Feb 24, 2022 31:24


    Lilli - discuss the state of residential real estate, where the challenges are and opportunities.

    Crypto - Master Trader - Mastermind

    Play Episode Listen Later Feb 17, 2022 35:03


    Jamar discusses Crypto, Bitcoin specific and his mastermind group.

    COVID - FACTS: Mitchell Wainwright MD

    Play Episode Listen Later Feb 10, 2022 31:47


    Dr. Wainwright discuss facts regarding Covid and other medical issues for Men and Women.

    Technology, Social Media, Branding during COVID and recession

    Play Episode Listen Later Nov 5, 2020 27:23


    Tom and Steve discuss the importance of banding, use of social media and the importance of both during these transformable times. How to get expert advice and minimize you expense for it. LinksVisit us on the Web at https://sitchradio.com/our-shows/wait-what/FaceBook https://www.facebook.com/WaitWhatFinancialMatters/Instagram https://www.instagram.com/ebwaitwhat/Email – eb@wait-what.bizCall in and ask a question that may be played and answered during a future episode!(714) 643-2500 X 420

    COVID and Franchise business opportunities...good time!

    Play Episode Listen Later Oct 27, 2020 30:28


    Phyllis, the "Franchise Coach" discuss Franchise opportunities and how they are COVID, recession proof. And the methodology to find the right franchise for you, along with creative financing.LinksVisit us on the Web at https://sitchradio.com/our-shows/wait-what/FaceBook https://www.facebook.com/WaitWhatFinancialMatters/Instagram https://www.instagram.com/ebwaitwhat/Email – eb@wait-what.bizCall in and ask a question that may be played and answered during a future episode!(714) 643-2500 X 420

    Litigation vs. Mediation and Arbitration...what's best and when?

    Play Episode Listen Later Apr 14, 2020 36:53


    Sr. Attorney Jason Hamilton of Theodora Oringher discuss litigation as a Litigator, but also the options of Arbitration and Mediation around Business and Commercial issues and well as Intellectual Property Protection and Labor Law.LinksVisit us on the Web at https://sitchradio.com/our-shows/wait-what/FaceBook https://www.facebook.com/WaitWhatFinancialMatters/Instagram https://www.instagram.com/ebwaitwhat/Email – eb@wait-what.bizCall in and ask a question that may be played and answered during a future episode!(714) 643-2500 X 420

    Commercial Investment Real Estate....considerations

    Play Episode Listen Later Apr 7, 2020 15:45


    Cedric Ferrell, a tenured Real Estate Professional discuss Commercial Investments Real Estate's opportunities and challenges. How technology, interest rates, and E-Commerce are reshaping how investors are evaluating this asset class.LinksVisit us on the Web at https://sitchradio.com/our-shows/wait-what/FaceBook https://www.facebook.com/WaitWhatFinancialMatters/Instagram https://www.instagram.com/ebwaitwhat/Email – eb@wait-what.bizCall in and ask a question that may be played and answered during a future episode!(714) 643-2500 X 420

    2020 Coronavirus Aid Relief and Economic Security Act (CARES Act)

    Play Episode Listen Later Apr 2, 2020 37:19


    Returning guest Dr. Stephanie Ardrey discuss the Tax Relief 2020 bill and its implications for businesses and owners. She drills down on the application process, how to qualify and can you qualify for more than one for of relief.LinksVisit us on the Web at https://sitchradio.com/our-shows/wait-what/FaceBook https://www.facebook.com/WaitWhatFinancialMatters/Instagram https://www.instagram.com/ebwaitwhat/Email – eb@wait-what.bizCall in and ask a question that may be played and answered during a future episode!(714) 643-2500 X 420

    Leveling up Leadership and Transition Coaching Part 2

    Play Episode Listen Later Mar 31, 2020 24:22


    Dr. Denice Hinden drills down on Brain Chemistry. What business owners need to know and how it impacts the business environment, challenges, tools to have more trusted conversations for leaders and how to become a better listener. LinksVisit us on the Web at https://sitchradio.com/our-shows/wait-what/FaceBook https://www.facebook.com/WaitWhatFinancialMatters/Instagram https://www.instagram.com/ebwaitwhat/Email – eb@wait-what.bizCall in and ask a question that may be played and answered during a future episode!(714) 643-2500 X 420SquadCast - https://soundstripe.com?fpr=sitchradio

    Coronavirus or COVID-19 Crisis Communications and Human Resources

    Play Episode Listen Later Mar 24, 2020 46:49


    Returning guest: LiRon Anderson Bell, a Crisis Communication Expert and Doug Bender, a Human Resources Consultant share their thoughts on the COVID-19 or Coronavirus in regards to messaging for your vendors, clients, employees, and social media. Doug talks about what to do and not to do regarding employees and considerations to protect yourself as a business owner and your business. LinksVisit us on the Web at https://sitchradio.com/our-shows/wait-what/FaceBook https://www.facebook.com/WaitWhatFinancialMatters/Instagram https://www.instagram.com/ebwaitwhat/Email – eb@wait-what.bizCall in and ask a question that may be played and answered during a future episode!(714) 643-2500 X 420SquadCast - https://soundstripe.com?fpr=sitchradio

    Leveling up Leadership and Transitions Coaching Part 1

    Play Episode Listen Later Mar 17, 2020 26:35


    Dr. Denice Hinden discusses leadership development within the organizational culture and how to improve companies bottom line through the use of a meeting facilitator, the follow up/debriefing of meetings and understanding brain chemistry to have more effective, trusting and stronger communication among teams, leaders and 1 on 1 conversation in the work environment. LinksVisit us on the Web at https://sitchradio.com/our-shows/wait-what/FaceBook https://www.facebook.com/WaitWhatFinancialMatters/Instagram https://www.instagram.com/ebwaitwhat/Email – eb@wait-what.bizCall in and ask a question that may be played and answered during a future episode!(714) 643-2500 X 420

    Business Banking and Lending....what and how?

    Play Episode Listen Later Mar 10, 2020 17:59


    Thanh Chief Credit and Chief Operating Officer for California International Bank discuss what a business should look for in a bank regarding lending, what is needed to qualify and that your banker should have relationships outside of their walls to help serve the client. LinksVisit us on the Web at https://sitchradio.com/our-shows/wait-what/FaceBook https://www.facebook.com/WaitWhatFinancialMatters/Instagram https://www.instagram.com/ebwaitwhat/Email – eb@wait-what.bizCall in and ask a question that may be played and answered during a future episode!(714) 643-2500 X 420

    Dale Carnegie - Steve VerBurg, Orange County President

    Play Episode Listen Later Feb 25, 2020 25:31


    Steve VerBurg, Orange County President for Dale Carnegie discuss sales and culture within small-medium privately held and family-owned businesses, the areas he has experienced where business struggle and their successes, challenges that top leadership may have with the changing work environment, Leadership Dysfunction Disorder and the Millennial Generation's view/expectations of the workplace.LinksVisit us on the Web at https://sitchradio.com/our-shows/wait-what/FaceBook https://www.facebook.com/WaitWhatFinancialMatters/Instagram https://www.instagram.com/ebwaitwhat/Email – eb@wait-what.bizCall in and ask a question that may be played and answered during a future episode!(714) 643-2500 X 420

    Thank you and Merry Christmas

    Play Episode Listen Later Dec 24, 2019 1:06


    Eric - closes out the year with appreciation of listeners and wishing all a Merry Christmas. Back 1/7/2020Visit us on the Web at https://sitchradio.com/our-shows/wait-what/FaceBook https://www.facebook.com/WaitWhatFinancialMatters/Instagram https://www.instagram.com/ebwaitwhat/Email – eb@wait-what.bizCall in and ask a question that may be played and answered during a future episode!(714) 643-2500 X 420

    Public Relations and Cannabis

    Play Episode Listen Later Dec 17, 2019 15:04


    Debbie - a tenured PR professional discuss public relations for the cannabis industry and PR in general. The importance of setting the stage vs. letting others.Visit us on the Web at https://sitchradio.com/our-shows/wait-what/FaceBook https://www.facebook.com/WaitWhatFinancialMatters/Instagram https://www.instagram.com/ebwaitwhat/Email – eb@wait-what.bizCall in and ask a question that may be played and answered during a future episode!(714) 643-2500 X 420

    Cannabis Business - a legal perspective for business owners and investors

    Play Episode Listen Later Dec 10, 2019 19:55


    Cole, an attorney for Stuart Kane discuss the cannabis space for his clients and investors. Cannabis business owner challenges and investor expectations.Visit us on the Web at https://sitchradio.com/our-shows/wait-what/FaceBook https://www.facebook.com/WaitWhatFinancialMatters/Instagram https://www.instagram.com/ebwaitwhat/Email – eb@wait-what.bizCall in and ask a question that may be played and answered during a future episode!(714) 643-2500 X 420

    Entitlements BEFORE a Commercial Property Sale...why?

    Play Episode Listen Later Dec 3, 2019 19:11


    Jacob discuss how and why entitlements prior to the sale of a commercial property could be of great benefit and value to the seller/business owner before the sale of a commercial property.Visit us on the Web at https://sitchradio.com/our-shows/wait-what/FaceBook https://www.facebook.com/WaitWhatFinancialMatters/Instagram https://www.instagram.com/ebwaitwhat/Email – eb@wait-what.bizCall in and ask a question that may be played and answered during a future episode!(714) 643-2500 X 420

    Be Thankful....Happy Thanksgiving

    Play Episode Listen Later Nov 28, 2019 1:48


    Eric Bell - host 2 min on being thankful for what you have and your great resolve to push through hard times to build your business.Visit us on the Web at https://sitchradio.com/our-shows/wait-what/FaceBook https://www.facebook.com/WaitWhatFinancialMatters/ Instagram https://www.instagram.com/ebwaitwhat/ Email – eb@wait-what.bizCall in and ask a question that may be played and answered during a future episode!(714) 643-2500 X 420

    Employer-Employee, Protecting your business, A Legal perspective

    Play Episode Listen Later Nov 26, 2019 27:59


    Teresa gives a legal look at hiring, firing and in between regarding harassment, discrimination to best protect a business and the owners.Visit us on the Web at https://sitchradio.com/our-shows/wait-what/FaceBook https://www.facebook.com/WaitWhatFinancialMatters/ Instagram https://www.instagram.com/ebwaitwhat/ Email – eb@wait-what.bizCall in and ask a question that may be played and answered during a future episode!(714) 643-2500 X 420

    Foreign National Market vs. Permanent Resident (Privacy and Tax)

    Play Episode Listen Later Nov 21, 2019 16:56


    Cullen discusses the Foreign National market regarding tax, estate obligations in US. Privacy issues and the process. Why Life Insurance is a desired asset class.Visit us on the Web at https://sitchradio.com/our-shows/wait-what/FaceBook https://www.facebook.com/WaitWhatFinancialMatters/ Instagram https://www.instagram.com/ebwaitwhat/ Email – eb@wait-what.bizCall in and ask a question that may be played and answered during a future episode!(714) 643-2500 X 420

    Business to Business credit fee reductions for profitability

    Play Episode Listen Later Nov 19, 2019 30:39


    Perryn Holtrop of Cardconnect discusses Business to Business credit card use, how fees are calculated, special pricing, how to qualify for special pricing, Gateways vs. Processors.Visit us on the Web at https://sitchradio.com/our-shows/wait-what/FaceBook https://www.facebook.com/WaitWhatFinancialMatters/ Instagram https://www.instagram.com/ebwaitwhat/ Email – eb@wait-what.bizCall in and ask a question that may be played and answered during a future episode!(714) 643-2500 X 420

    Your Parents Home A business Owners Partner

    Play Episode Listen Later Nov 14, 2019 32:57


    David and Brooke - Discuss the challenges some business owners experience in helping move their parents to a different community and how their real estate expertise in the Senior space has been of great value.Visit us on the Web at https://sitchradio.com/our-shows/wait-what/Email – eb@wait-what.bizCall in and ask a question that may be played and answered during a future episode!(714) 643-2500 X 420

    Business Financing Lending

    Play Episode Listen Later Nov 12, 2019 15:21


    Everett Sands, CEO of Lendistry, LLC discuss lending today, 5 years from now and suggestions for up and coming business owners looking for financing.Visit us on the Web at https://sitchradio.com/our-shows/wait-what/Email – eb@wait-what.bizCall in and ask a question that may be played and answered during a future episode!(714) 643-2500 X 420

    Health Care Insurance with Insurance KO

    Play Episode Listen Later Nov 7, 2019 19:08


    Frank Garcia of Insurance KO discusses one of the employer's biggest challenges ...healthcare, group benefits, and gap insurance w/Aflac. A recruiting and retention tool. Visit us on the Web at https://sitchradio.com/our-shows/wait-what/Email – eb@wait-what.bizCall in and ask a question that may be played and answered during a future episode!(714) 643-2500 X 420

    Commercial Real Estate from a Legal Perspective

    Play Episode Listen Later Nov 5, 2019 24:17


    Javier Guiterrez, Partner at Stuart Kane discuss how the commercial real estate sector is performing, tenant preferences, opportunity zones, the health of brick and mortar and 2020.Visit us on the Web at https://sitchradio.com/our-shows/wait-what/Email – eb@wait-what.bizCall in and ask a question that may be played and answered during a future episode!(714) 643-2500 X 420

    Cigar Night Business Mixer Group (Networking Business Owners)

    Play Episode Listen Later Oct 31, 2019 19:23


    John discusses the formation of the Cigar Business Network events held throughout So Cal and why. A non-sales environment. Just people enjoying cigars and spirits. As well as encouraging others to start it in their area.Visit us on the Web at https://sitchradio.com/our-shows/wait-what/Email – eb@wait-what.bizCall in and ask a question that may be played and answered during a future episode!(714) 643-2500 X 420

    Long Term Care Insurance and Disability Insurance - How they compare and differ

    Play Episode Listen Later Oct 29, 2019 18:19


    Shawn Bragdon of BGA discusses Long Term Care and Disability insurance. How they are different and what they are? Should you have one over the other or both and why?Visit us on the Web at https://sitchradio.com/our-shows/wait-what/Email – eb@wait-what.bizCall in and ask a question that may be played and answered during a future episode!(714) 643-2500 X 420

    Life Insurance Premium Finance - The Why and How

    Play Episode Listen Later Oct 24, 2019 19:13


    Life Insurance Premium Financing is discussed regarding why it's a consideration by many in a low-interest-rate environment. Who and how to qualify. How it can be used in business, for retirement, for a business owner's estate and the terms around financing.Visit us on the Web at https://sitchradio.com/our-shows/wait-what/Email – eb@wait-what.bizCall in and ask a question that may be played and answered during a future episode!(714) 643-2500 X 420

    Buy/Sell Agreements Long Term Care and Disability

    Play Episode Listen Later Oct 22, 2019 8:10


    Discussion around the purpose of a buy/sell agreement and why a business should have one to protect owners families in death, disability and dissolution of a businessVisit us on the Web at https://sitchradio.com/our-shows/wait-what/Email – eb@wait-what.bizCall in and ask a question that may be played and answered during a future episode!(714) 643-2500 X 420

    Business and Privately held Asset Valuation

    Play Episode Listen Later Oct 17, 2019 27:03


    Cary discusses the process to determine the value of various assets such as businesses, business stock classes, and other business assets. Visit us on the Web at https://sitchradio.com/our-shows/wait-what/Email – eb@wait-what.bizCall in and ask a question that may be played and answered during a future episode!(714) 643-2500 X 420

    Fractional/Part-Time CFO in today's Business

    Play Episode Listen Later Oct 15, 2019 16:57


    A discussion around the importance of accurate financial records and reporting and how a CFO can help in the planning of a companies growth and diversification.Visit us on the Web at https://sitchradio.com/our-shows/wait-what/Email - eb@wait-what.bizCall in and ask a question that may be played and answered during a future episode!(714) 643-2500 X 420

    Commercial Property and Casualty Business Insurance

    Play Episode Listen Later Oct 10, 2019 18:23


    Discussion on Business insurance. Why a business owner should have it and how the different types can protect different facets of your business. Visit us on the Web at https://sitchradio.com/our-shows/wait-what/Email - eb@wait-what.bizCall in and ask a question that may be played and answered during a future episode!(714) 643-2500 X 420

    Export Business Tax Benefits

    Play Episode Listen Later Oct 8, 2019 5:15


    Discussion about an export tax credit called Interest Charge Domestic International Sales Corporation (IC-DISC). David will discuss this and how to apply, the structure and how to receive the benefits if you are an exporter. Visit us on the Web at https://sitchradio.com/our-shows/wait-what/ Email - eb@wait-what.biz

    Small Business Administration (SBA) Loans and the Business Owner

    Play Episode Listen Later Oct 3, 2019 32:44


    In this episode of Eric Bell talks with Jim as he reveals how to apply for SBA loans, the challenges some business owners may face and how to move through the process. Visit us on the Web at https://sitchradio.com/our-shows/wait-what/Email - eb@wait-what.biz

    Succession Planning

    Play Episode Listen Later Oct 1, 2019 18:39


    Fred discusses closely-held and family-owned business transition or succession challenges and what the next best steps are. Visit us on the Web at https://sitchradio.com/our-shows/wait-what/Email - eb@wait-what.biz

    New Marketing, Strategic Communication and Crisis Communication

    Play Episode Listen Later Sep 26, 2019 22:55


    LiRon discusses how small business on a tight budget can leverage their marketing, advertising, PR and the importance of crisis management with actionable steps.Visit us on the Web at https://sitchradio.com/our-shows/wait-what/Email - eb@wait-what.biz

    Restricted Property Trust

    Play Episode Listen Later Sep 24, 2019 6:07


    David shares with the audience how a company's owners can save money through life insurance with plan contributions 100% deductible. Visit us on the Web at https://sitchradio.com/our-shows/wait-what/Email - eb@wait-what.biz

    Cyber Security

    Play Episode Listen Later Sep 19, 2019 18:15


    Abdi discusses the possible cyber threats to small and medium-sized businesses and what can be done to reduce the likelihood.Visit us on the Web at https://sitchradio.com/our-shows/wait-what/Email - eb@wait-what.biz

    Avenue to Capital

    Play Episode Listen Later Sep 17, 2019 17:33


    Mike gives details on funding small businesses with the help of the state of CA through Small Business Development Corporation to create jobs and grow CA economy.Visit us on the Web at https://sitchradio.com/our-shows/wait-what/Email - eb@wait-what.biz

    Human Capital a Profit Center

    Play Episode Listen Later Sep 12, 2019 15:58


    Allison will discuss cost savings and risk shifting in the areas of health care and workers comp through Insperity. Visit us on the Web at https://sitchradio.com/our-shows/wait-what/Email - eb@wait-what.biz

    Your Estate ...Your Business

    Play Episode Listen Later Sep 10, 2019 16:11


    Bob discusses the overlaps of your business and how it relates to your estate, estate planning, Will & Living Trusts.Visit us on the Web at https://sitchradio.com/our-shows/wait-what/Email - eb@wait-what.biz

    Human Resources Today

    Play Episode Listen Later Sep 5, 2019 20:30


    Doug answers questions regarding today's HR environment and how best to protect yourself as a business and business owner.Visit us on the Web at https://sitchradio.com/our-shows/wait-what/Email - eb@wait-what.biz

    Protect Profit and Preserve

    Play Episode Listen Later Sep 3, 2019 20:58


    Bob & Jay discusses a way to protect and preserve your income through P&C insurance.Visit us on the Web at https://sitchradio.com/our-shows/wait-what/Email - eb@wait-what.biz

    Shawn Bragdon from BGA and Life Insurance Retirement Plans

    Play Episode Listen Later Aug 29, 2019 27:00


    Shawn Bragdon from BGA Insurance Brokerage discussing Life Insurance Retirement Plan (LIRP). This is a way for individuals/business owners to accumulate money free of taxes and have distributions free of taxation when done properly.The proper case design of a LIRP can supplement your retirement and allow you to have a tax-free stream of income until 100 years old. Visit us on the Web at https://sitchradio.com/our-shows/wait-what/Email - eb@wait-what.biz

    Research and Development R&D Tax Credits and Incentives

    Play Episode Listen Later Aug 22, 2019 16:14


    A discussion with David Greenberg LLM, MSA, USTCP, CMT, EA, CPAA of what R&D Tax Credits are and who qualifies. Then the next best steps to take advantage of this 1981 Federal Incentive Tax Law.Visit us on the Web at https://sitchradio.com/our-shows/wait-what/

    Corporate Credit: Using your EIN vs. your SSN

    Play Episode Listen Later Aug 15, 2019 28:16


    Discussion of how and why you should establish separate credit for your business vs. using your own personal credit and the mistakes people make along the way.Visit us on the Web at https://sitchradio.com/our-shows/wait-what/

    How to get to the 0% Tax Bracket

    Play Episode Listen Later Aug 8, 2019 23:33


    Discussion of taxes now and where we are headed come 2026 by default when tax cuts sunset or expire. A discussion with the author of "The Power of Zero", David McKnight.Visit us on the Web at https://sitchradio.com/our-shows/wait-what/

    Wait... What? Financial Matters that Matter

    Play Episode Listen Later Aug 1, 2019 6:03


    Welcome to Wait...What? Financial Matters that Matter. This is a weekly show discussing topics across multiple topics in the world of Business Planning, Tax Mitigation, Risk Management, and Capital.Finally a show for business and the people that own them. Our guests will share their expertise and decades of experience with you.Visit us on the Web at https://sitchradio.com/our-shows/wait-what/

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