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It’s great to have Julia Herz from the American Homebrewers Association (https://homebrewersassociation.org/) back on the show this week to discuss the upcoming #HomebrewCon (NEXT WEEK, FYI, SO GO BUY YOUR TICKETS NOW). Personally, I have high expectations for this year’s show because, well, my Pop and I are going to be there! If you’re attending this year’s event, please hit me up. We’d love to meet you in person and grab a beer (or two, or three). With all of that being said, thanks for coming back for another episode of our Homebrew Happy Hour podcast!… THE home brew #podcast where we answer all of your home brewing questions and discuss anything related to craft beer! A NOT SO SUBTLE REMINDER: If you appreciate the things we do here at Homebrew Happy Hour, consider joining our Trub Club! — https://www.patreon.com/bePatron?u=21132635 On Today’s Show: The Road to HomebrewCon 2026 in Asheville w/ Julia Herz Links for this episode:CellarScience Instant Water: https://morebeer.com/collections/cellarscience%C2%AE-instant-water%E2%84%A2?a_aid=HomebrewHappyHourCellarScience Premium Dry Yeast: https://morebeer.com/collections/cellarscience/index?a_aid=HomebrewHappyHourVIKING MALT: https://morebeer.com/search?q=viking+maltFLOTit 2.0: https://amzn.to/3NhMRnC We want to hear from you! If you have a question that you'd like us to discuss on a future episode, please click on the “Submit a Question” link at the top of our website or you can now call in your questions via our questions hotline @ 325-305-6107 and leave your message after the beep. Let us know what you think and enjoy the show! cheers, joshua ———————– Thank you to our show's sponsor, Hops Direct! Family owned and operated, Hops Direct provides a wide variety of hop selection and ships directly to your door. Learn more by visiting https://hopsdirect.com/?utm_source=HHH&utm_medium=link&utm_campaign=HHH+link ————————– CellarScience offers premium dry yeast that delivers higher cell counts than typical liquid pitches, meaning you get a stronger, healthier fermentation without the hassle. The best part? You can Direct Pitch right into your wort—no starters, no waiting, just brewing. Whether you need their new ‘WEST COAST’ strain for a classic American IPA, or ‘JUNGLE’ for massive fruity esters, they've got your next batch covered. Join a recipe receiving tier of our Trub Club today because every kit that ships out now includes premium CellarScience Yeast, join at https://www.patreon.com/HomebrewHappyHour ————————– Real innovation in base malt doesn’t come around often. But as the world's largest producer of specialty malt, Viking is changing the game. Sourced strictly from local farmers in Northern Europe—where harsh winters naturally reduce the need for chemical pesticides—Viking delivers pristine, non-GMO barley that consistently wins gold medals at major pro and homebrew competitions. Because of direct importing, you get access to this exact same pro-level quality at a price that easily competes with standard, cheaper domestic malts.Join a recipe receiving tier of our Trub Club today because every kit that ships out now includes premium Viking Malt, join at https://www.patreon.com/HomebrewHappyHour————————– This episode is brought to you by Brewer’s Friend! Brewing beer at home isn't just about the ingredients, it's about precision. And that's where BrewersFriend.com comes in. Whether you're dialing in your very first recipe or perfecting your hundredth, Brewers Friend gives you the tools to brew with confidence. Their recipe builder, mash calculators, and water profile database helps take the guesswork out of the process so you can focus on what matters: making great beer! Plus, Brewers Friend isn't just software, it's a community of passionate homebrewers, sharing recipes, tips, and feedback. It's like having a brew club in your pocket! Head over to BrewersFriend.com today and take your homebrewing to the next level. Use promo code HAPPYHOUR to save 25% OFF premium memberships! That's BrewersFriend.com…because better brewing starts with better tools! Click here to use our link: https://bit.ly/3N7uQbm ————————– Become a Patron! Reminder that these episodes are ultimately made possible because of YOUR support. Consider becoming a member of our TRUB CLUB via our Patreon page and receive perks such as merch, exclusive group access and content, recipes, and some tiers even get monthly recipe kits mailed to you! https://www.patreon.com/HomebrewHappyHour #homebrewing #homebrewers #craftbeer #beer #brewing #craftbrew #kolsch #webcast #show
Better late than never, amirite? Apologies for the delay in publishing this but I’m thrilled to have my favorite homebrewer on the planet, Ms Lorena Evans, back on the show (via last minute request ) to help take your questions and, mostly, to participate in a variety of shenanigans with me. I always have the best time when she’s around! Thank you so much for tuning into the Homebrew Happy Hour podcast!… THE home brew #podcast where we answer all of your home brewing questions and discuss anything related to craft beer! A NOT SO SUBTLE REMINDER: If you appreciate the things we do here at Homebrew Happy Hour, consider joining our Trub Club! — https://www.patreon.com/bePatron?u=21132635 On Today’s Show: Do You REALLY Need Rice Hulls? | SRM, Growler Fills, & Draft Sparkling Water Links for this episode:CellarScience Instant Water: https://morebeer.com/collections/cellarscience%C2%AE-instant-water%E2%84%A2?a_aid=HomebrewHappyHourCellarScience Premium Dry Yeast: https://morebeer.com/collections/cellarscience/index?a_aid=HomebrewHappyHourFLOTit 2.0: https://amzn.to/3NhMRnC We want to hear from you! If you have a question that you'd like us to discuss on a future episode, please click on the “Submit a Question” link at the top of our website or you can now call in your questions via our questions hotline @ 325-305-6107 and leave your message after the beep. Let us know what you think and enjoy the show! cheers, joshua ———————– Thank you to our show's sponsor, Hops Direct! Family owned and operated, Hops Direct provides a wide variety of hop selection and ships directly to your door. Learn more by visiting https://hopsdirect.com/?utm_source=HHH&utm_medium=link&utm_campaign=HHH+link ————————– CellarScience offers premium dry yeast that delivers higher cell counts than typical liquid pitches, meaning you get a stronger, healthier fermentation without the hassle. The best part? You can Direct Pitch right into your wort—no starters, no waiting, just brewing. Whether you need their new ‘WEST COAST’ strain for a classic American IPA, or ‘JUNGLE’ for massive fruity esters, they've got your next batch covered. Join a recipe receiving tier of our Trub Club today because every kit that ships out now includes premium CellarScience Yeast, join at https://www.patreon.com/HomebrewHappyHour ————————– Real innovation in base malt doesn’t come around often. But as the world's largest producer of specialty malt, Viking is changing the game. Sourced strictly from local farmers in Northern Europe—where harsh winters naturally reduce the need for chemical pesticides—Viking delivers pristine, non-GMO barley that consistently wins gold medals at major pro and homebrew competitions. Because of direct importing, you get access to this exact same pro-level quality at a price that easily competes with standard, cheaper domestic malts.Join a recipe receiving tier of our Trub Club today because every kit that ships out now includes premium Viking Malt, join at https://www.patreon.com/HomebrewHappyHour————————– This episode is brought to you by Brewer’s Friend! Brewing beer at home isn't just about the ingredients, it's about precision. And that's where BrewersFriend.com comes in. Whether you're dialing in your very first recipe or perfecting your hundredth, Brewers Friend gives you the tools to brew with confidence. Their recipe builder, mash calculators, and water profile database helps take the guesswork out of the process so you can focus on what matters: making great beer! Plus, Brewers Friend isn't just software, it's a community of passionate homebrewers, sharing recipes, tips, and feedback. It's like having a brew club in your pocket! Head over to BrewersFriend.com today and take your homebrewing to the next level. Use promo code HAPPYHOUR to save 25% OFF premium memberships! That's BrewersFriend.com…because better brewing starts with better tools! Click here to use our link: https://bit.ly/3N7uQbm ————————– Become a Patron! Reminder that these episodes are ultimately made possible because of YOUR support. Consider becoming a member of our TRUB CLUB via our Patreon page and receive perks such as merch, exclusive group access and content, recipes, and some tiers even get monthly recipe kits mailed to you! https://www.patreon.com/HomebrewHappyHour #homebrewing #homebrewers #craftbeer #beer #brewing #craftbrew #kolsch #webcast #show
My buddy (and 2025 Homebrewer of the Year), Wayne Doucette, was kind enough to come on this week’s episode and help me take YOUR questions. This week, we focused mostly on pressure fermentation and I had a real good time plus I learned a lot. Let me know in the comments below what you think! Thank you so much for tuning into the Homebrew Happy Hour podcast!… THE home brew #podcast where we answer all of your home brewing questions and discuss anything related to craft beer! A NOT SO SUBTLE REMINDER: If you appreciate the things we do here at Homebrew Happy Hour, consider joining our Trub Club! — https://www.patreon.com/bePatron?u=21132635 On Today’s Show: Is Pressure Fermentation Worth It? The Good, Bad, and the Potential Geysers! 00:00:00 – 00:05:14 Patreon & Small Talk00:05:15 – 00:30:24 Pressure Fermentation Intro00:30:25 – 00:44:48 Dry Hopping IPAs Under Pressure00:44:49 – 01:01:00 Yeast Health Under Pressure01:01:01 – 01:23:07 Losing Natural Carbonation During Pressure Transfer Links for this episode:CellarScience Instant Water: https://morebeer.com/collections/cellarscience%C2%AE-instant-water%E2%84%A2?a_aid=HomebrewHappyHourCellarScience Premium Dry Yeast: https://morebeer.com/collections/cellarscience/index?a_aid=HomebrewHappyHourFLOTit 2.0: https://amzn.to/3NhMRnC We want to hear from you! If you have a question that you'd like us to discuss on a future episode, please click on the “Submit a Question” link at the top of our website or you can now call in your questions via our questions hotline @ 325-305-6107 and leave your message after the beep. Let us know what you think and enjoy the show! cheers, joshua ———————– Thank you to our show's sponsor, Hops Direct! Family owned and operated, Hops Direct provides a wide variety of hop selection and ships directly to your door. Learn more by visiting https://hopsdirect.com/?utm_source=HHH&utm_medium=link&utm_campaign=HHH+link ————————– CellarScience offers premium dry yeast that delivers higher cell counts than typical liquid pitches, meaning you get a stronger, healthier fermentation without the hassle. The best part? You can Direct Pitch right into your wort—no starters, no waiting, just brewing. Whether you need their new ‘WEST COAST’ strain for a classic American IPA, or ‘JUNGLE’ for massive fruity esters, they've got your next batch covered. Join a recipe receiving tier of our Trub Club today because every kit that ships out now includes premium CellarScience Yeast, join at https://www.patreon.com/HomebrewHappyHour ————————– This episode is brought to you by Brewer’s Friend! Brewing beer at home isn't just about the ingredients, it's about precision. And that's where BrewersFriend.com comes in. Whether you're dialing in your very first recipe or perfecting your hundredth, Brewers Friend gives you the tools to brew with confidence. Their recipe builder, mash calculators, and water profile database helps take the guesswork out of the process so you can focus on what matters: making great beer! Plus, Brewers Friend isn't just software, it's a community of passionate homebrewers, sharing recipes, tips, and feedback. It's like having a brew club in your pocket! Head over to BrewersFriend.com today and take your homebrewing to the next level. Use promo code HAPPYHOUR to save 25% OFF premium memberships! That's BrewersFriend.com…because better brewing starts with better tools! Click here to use our link: https://bit.ly/3N7uQbm ————————– Become a Patron! Reminder that these episodes are ultimately made possible because of YOUR support. Consider becoming a member of our TRUB CLUB via our Patreon page and receive perks such as merch, exclusive group access and content, recipes, and some tiers even get monthly recipe kits mailed to you! https://www.patreon.com/HomebrewHappyHour #homebrewing #homebrewers #craftbeer #beer #brewing #craftbrew #kolsch #webcast #show
Owners fixate on the purchase price of their exit, but the bigger loss to long-term income can come from how Social Security is handled. Get it wrong, and you can quietly lose six figures. Thomas Drapala, Director of Strategic Partnerships at Registered Social Security Analysts (RSSA), explains why 96% of Americans leave money on the table when they treat Social Security as an afterthought. Drawing from his client work, he discusses how self-employment tax, entity structure, and "reasonable compensation" influence Social Security benefits. Thomas also walks through how RSSA's analysis helps owners save thousands of dollars a year in taxes, protect future benefits, and make Social Security a strategic part of their exit plan so it isn't ignored. In this episode, you will: Understand why every owner should check their SSA earnings record and run an independent analysis before selling Learn what younger owners should do now to avoid losing benefits later See how RSSA analysis ties Social Security into your full exit and retirement plan Highlights: (00:00) Meet Thomas Drapala (01:42) The shocking statistics on Social Security optimization (03:32) Understanding Social Security rules and benefits (05:49) Strategies for business owners to maximize Social Security (13:37) Case study: The bagel store owner's Social Security optimization (16:52) When it makes sense to bring in a Social Security expert (24:12) How a full Social Security review is done Follow Thomas: Connect on LinkedIn: https://www.linkedin.com/in/thomas-drapala-rssa%C2%AE-878611207/ Email: thomas.drapala@rssa.com Learn more about Registered Social Security Analysts: https://rssa.com/ Follow Ed: Connect on LinkedIn: https://www.linkedin.com/in/edmysogland/ Instagram: https://www.instagram.com/defendersofbusinessvalue/ Facebook: https://www.facebook.com/bvdefenders
What if protecting the bees could also help restore balance to the planet? In this fascinating episode, the conversation dives into the growing research surrounding PureWave Cell technology, honeybee resilience, electromagnetic stress, and the connection between energy, biology, and environmental health. At the center of the discussion is a newly released 3-year scientific study officially published on April 16th in a peer-reviewed journal focused on electromagnetic biology and medicine. The findings explore the observed effects of PureWave® Cell technology on honeybee resilience — a major milestone for researchers and beekeepers who have been witnessing unusual results in the field for years. As concerns continue to grow about declining bee populations, environmental stressors, and electromagnetic exposure, this episode explores the possibility that new approaches may help support both pollinators and broader ecological health. Topics discussed include: The importance of bees to global food systems and planetary balance Electromagnetic stress and its potential impact on living organisms The newly published PureWave® Cell scientific research Quantum-crafted technologies and energetic approaches to wellness Testimonies from beekeepers and individuals using the technology The connection between healing, nature, frequency, and resilience The conversation also expands into the broader idea that healing may not just be individual — but collective and planetary. This episode invites listeners to explore the intersection of science, energy, environmental stewardship, and emerging technologies aimed at restoring harmony to both people and the natural world.
You guys are in for a treat this week because I have a special guest who joined the show to help me take your questions AND do some catching up. It was last minute but I’m super excited that it happend! Thank you so much for tuning into the Homebrew Happy Hour podcast!… THE home brew #podcast where we answer all of your home brewing questions and discuss anything related to craft beer! A NOT SO SUBTLE REMINDER: If you appreciate the things we do here at Homebrew Happy Hour, consider joining our Trub Club! — https://www.patreon.com/bePatron?u=21132635 On Today’s Show: Pressure, Purity, and The Great Sparge Debate 00:00:00 – 00:15:47 Patreon & Small Talk00:15:48 – 00:39:15 Pressure Fermentation00:39:16 – 00:52:35 Salting Tap Water00:52:36 – 01:06:58 To Sparge or Not to Sparge Links for this episode:CellarScience Instant Water: https://morebeer.com/collections/cellarscience%C2%AE-instant-water%E2%84%A2?a_aid=HomebrewHappyHourCellarScience Premium Dry Yeast: https://morebeer.com/collections/cellarscience/index?a_aid=HomebrewHappyHourFLOTit 2.0: https://amzn.to/3NhMRnC We want to hear from you! If you have a question that you'd like us to discuss on a future episode, please click on the “Submit a Question” link at the top of our website or you can now call in your questions via our questions hotline @ 325-305-6107 and leave your message after the beep. Let us know what you think and enjoy the show! cheers, joshua ———————– Thank you to our show's sponsor, Hops Direct! Family owned and operated, Hops Direct provides a wide variety of hop selection and ships directly to your door. Learn more by visiting https://hopsdirect.com/?utm_source=HHH&utm_medium=link&utm_campaign=HHH+link ————————– CellarScience offers premium dry yeast that delivers higher cell counts than typical liquid pitches, meaning you get a stronger, healthier fermentation without the hassle. The best part? You can Direct Pitch right into your wort—no starters, no waiting, just brewing. Whether you need their new ‘WEST COAST’ strain for a classic American IPA, or ‘JUNGLE’ for massive fruity esters, they've got your next batch covered. Join a recipe receiving tier of our Trub Club today because every kit that ships out now includes premium CellarScience Yeast, join at https://www.patreon.com/HomebrewHappyHour ————————– This episode is brought to you by Brewer’s Friend! Brewing beer at home isn't just about the ingredients, it's about precision. And that's where BrewersFriend.com comes in. Whether you're dialing in your very first recipe or perfecting your hundredth, Brewers Friend gives you the tools to brew with confidence. Their recipe builder, mash calculators, and water profile database helps take the guesswork out of the process so you can focus on what matters: making great beer! Plus, Brewers Friend isn't just software, it's a community of passionate homebrewers, sharing recipes, tips, and feedback. It's like having a brew club in your pocket! Head over to BrewersFriend.com today and take your homebrewing to the next level. Use promo code HAPPYHOUR to save 25% OFF premium memberships! That's BrewersFriend.com…because better brewing starts with better tools! Click here to use our link: https://bit.ly/3N7uQbm ————————– Become a Patron! Reminder that these episodes are ultimately made possible because of YOUR support. Consider becoming a member of our TRUB CLUB via our Patreon page and receive perks such as merch, exclusive group access and content, recipes, and some tiers even get monthly recipe kits mailed to you! https://www.patreon.com/HomebrewHappyHour #homebrewing #homebrewers #craftbeer #beer #brewing #craftbrew #kolsch #webcast #show
Recent data suggests that more than half of nonprofit professionals are considering leaving their jobs — and those numbers climb even higher for frontline fundraisers. In today's episode, Sadé Dozan from Borealis Philanthropy joins Russ Phaneuf to discuss the "invisible labor" that might be burning you out faster than your actual workload. Tune in to learn how your lived experience can be a powerful asset instead of "baggage," ways to set internal boundaries to protect your emotional capacity when the work feels deeply personal, and why leadership needs to support a fundraiser's whole identity to finally break the cycle of employee turnover. Want to suggest a topic, guest, or nonprofit organization for an upcoming episode? Send an email with the subject "NPFX suggestion" to contact@ipmadvancement.com. Additional Resources [NPFX] Authentic, Ethical, and Effective Messaging — From Theory to Practice (Bridge Conference Q&A) https://www.ipmadvancement.com/npfx/authentic-ethical-and-effective-messaging-from-theory-to-practice [NPFX] Peer-to-Peer Fundraising: Getting Started the Smart Way https://www.ipmadvancement.com/npfx/peer-to-peer-fundraising-getting-started-the-smart-way [NPFX] Improve Donor Retention and Engagement with P2P Fundraising https://www.ipmadvancement.com/npfx/improve-donor-retention-and-engagement-with-p2p-fundraising Guest Sadé Dozan is a philanthropic advisor and culturist, whose work sits at the intersection of wealth, care, culture, and power. She serves as Vice President of Advancement at Borealis Philanthropy, leading organization-wide fundraising and communications strategy during a period of profound sector transition. She is also the Founder of Melanate., a movement infrastructure initiative cultivating leadership, narrative power, and resource fluency among Black women and gender-expansive people working in wealth and philanthropy. https://www.linkedin.com/in/sade-dozan-cap%C2%AE-cfre-9a496665/ https://borealisphilanthropy.org/ https://www.melanate.org/ Host Russ Phaneuf, a co-founder of IPM Advancement, has a background in higher education development, with positions at the University of Hartford, Northern Arizona University, and Thunderbird School of Global Management. As IPM's managing director & chief strategist, Russ serves as lead fundraising strategist, award-winning content creator, and program analyst specializing in applied system dynamics. https://www.linkedin.com/in/russphaneuf/ https://www.ipmadvancement.com/ Connect with NPFX LinkedIn https://www.linkedin.com/showcase/npfx/ Facebook https://www.facebook.com/npfxpodcast Instagram https://www.instagram.com/npfx_podcast/ YouTube https://www.youtube.com/@ipmadvancement
Liebe Leute,in dieser Folge wird gespielt. Mein Gast Baptiste und ich nehmen uns das Spiel 30 Seconds vor.Das Prinzip klingt einfach: Auf einer Karte stehen fünf Begriffe, die innerhalb von 30 Sekunden erklärt und erraten werden müssen. Aber ganz so einfach ist es dann natürlich doch nicht.Baptiste und ich sprechen dabei nicht nur über die Begriffe selbst, sondern auch über kulturelle Referenzen, deutsche Medien, Österreich und die Frage, warum man unter Druck manchmal Dinge vergisst, die man eigentlich weiß.Es wird also spielerisch, spaßig und sprachlich wieder sehr ergiebig.Und so wartet in der Sprachanalyse (24:47) wieder interessanter Wortschatz wie „die Fremdscham“, „der Rabauke“ und Redewendungen wie „in der Versenkung verschwinden“ auf euch.Viel Spaß beim Mitraten!Euer RobinZum Spiel 30 Seconds:https://www.denkriesen.com/products/30-seconds%C2%AE-nur-die-zeit-kann-euch-stoppen?_pos=1&_psq=30+&_ss=e&_v=1.020 % Rabatt mit dem Code: AUFDEUTSCH20Hier geht es zum Handout:https://www.dropbox.com/scl/fi/gzra7jtxd1iif590xz0lp/Episode_166_Wortspiel-gegen-die-Zeit-mit-Baptiste_Handout.pdf?rlkey=y961402lrgeaoc8k4wnat5hmu&dl=0Das Transkript und viele weitere Extras gibt es auf Patreon:https://www.patreon.com/aufdeutschgesagtZum Newsletter:https://aufdeutschgesagt.us21.list-manage.com/subscribe?u=530247c810b1c462df23c5ff9&id=b3c548b8d1Wer meine Arbeit finanziell unterstützen will, der kann das hier tun:https://paypal.me/aufdeutschgesagt?locale.x=de_DEE-Mail:info@aufdeutschgesagt.deHomepage:www.aufdeutschgesagt.deFolge dem Podcast auch auf diesen Kanälen:Facebook:https://www.facebook.com/pages/category/Podcast/Auf-Deutsch-gesagt-Podcast-2244379965835103/Instagram:www.instagram.com/aufdeutschgesagtYouTube:https://www.youtube.com/aufdeutschgesagtHier geht es zum Podcast auf anderen Seiten:https://plinkhq.com/i/1455018378?to=page Hosted on Acast. See acast.com/privacy for more information.
Welcome to this week's episode of "People in Transition". I'm your host, Bob Gerst, and today I'm joined by Gregg Lunceford, PhD, CFP®, a seasoned wealth advisor and thought leader who is redefining how we think about retirement. As a Managing Director at Mesirow and an academic researcher focused on 21st-century retirement transitions, Gregg brings a rare combination of real-world experience and deep intellectual insight to this conversation. With more than two decades of advising individuals approaching and entering retirement, his work goes far beyond finances - exploring identity, purpose, and what it truly means to thrive in life's “third age.” Gregg is also the author of "Exit from Work", where he challenges conventional thinking and opens the door to a more intentional, fulfilling vision of retirement.In this engaging and thought-provoking discussion, Gregg and I explore several important yet often overlooked aspects of retirement. We dig into why so many people struggle to feel excited about retirement - touching on the loss of structure, daily accomplishment, and social connection that work provides - and what can be done to address those challenges. Gregg introduces the idea of building a “coaching identity” and explains how it can provide continuity and purpose during this transition. We also discuss how retirement doesn't have to be a binary, all-or-nothing decision; it can be a gradual shift, working fewer days over time. Along the way, we examine the untapped sense of empowerment that retirement can offer, the importance of replacing “kinship with friendship,” and how evolving life stages - from youth to middle age to the “third age” - shape our satisfaction and happiness.This is a conversation that challenges assumptions and opens up new possibilities for anyone thinking about what comes next. Gregg offers practical insights and a refreshing perspective on how to approach retirement not as an ending, but as a beginning filled with opportunity. If you're preparing for this transition - or even just starting to think about it - this episode will give you plenty to consider. To learn more about Gregg and his work, visit his LinkedIn profile: https://www.linkedin.com/in/gregg-lunceford-phd-cfp%C2%AE-3aa83a15/Send us Fan Mail
Two Topps products. Two completely different bets.This week, we break down Chrome Football vs Bowman Basketball, how collectors actually behave, and whether rarity is starting to slip in the hobby.Topps Chrome Football breakdownBowman Basketball prospect debateGold Logoman controversyPokémon display Links: https://www.topps.com/pages/topps-chrome-football https://www.topps.com/pages/bowman-basketball https://www.topps.com/products/roman-reigns-2026-wwe-topps-now%C2%AE-card-51 https://www.topps.com/products/2026-wrestlemania-vegas-set-wwe-topps-now%C2%AE-15-card-set https://www.facebook.com/photo/?fbid=10167169402333496&set=gm.1615173826203411&idorvanity=1278729546514509 https://www.instagram.com/reel/DXMb34zMEmI/?igsh=MW4waXFnc3hyYTd2eA%3D%3DBecause every card has a story.#TalkingShopPodcast #SportsCards #CardCollectingWelcome to Grand Slam Cards, located in the heart of Rock Hill, South Carolina! If you found something to enjoy in this video, we'd really appreciate it if you could hit that SUBSCRIBE and LIKE button. Also, drop a comment below to let us know what you're interested in seeing next!Visit us at our store at:952 Mt Gallant Rd, Rock Hill, SC 29730Our doors are open during the following hours:Monday-Friday: 11am-7pmSaturday: 11am-5pmIf you can't make it to our store? You can visit our website by clicking on the link below:https://grandslamcardsrockhill.square.site/And for those of you who are all about card breaks:https://www.grandslambreaksrockhill.com
Ethan Miller had a six-month waitlist… while still working a full-time job.We sat down with the founder of Planning for Progress to talk about how he went from union organizing to building a thriving fee-only firm just outside DC—without taking a reckless leap.He shares how he found fee-only planning, built early momentum through project work, and knew commissions weren't the path for him. We also get into what it actually looked like to earn his CFP while working nights and weekends—and the moment he knew it was time to go all in.We also cover how he's designed a lifestyle practice of ~50 households, how he thinks about client fit, and why being a “people person” can matter more than a finance background when starting out.If you're thinking about making the jump into financial planning, this is a grounded, real-world blueprint.Ethan's Social:https://www.linkedin.com/in/ethan-miller-cfp%C2%AE-41139430/Music in this episode was obtained from Bensound.
What if the biggest mistake in exit planning is waiting until you are ready to leave?In this episode of Grow Your Business & Grow Your Wealth, Gary Heldt sits down with David Flores Wilson, Managing Partner at Sinceres Advisory, to talk about what business owners often miss when it comes to financial planning, business value, and long-term freedom. This is not just a conversation about retirement accounts or investments. It is about building a business that creates real value, understanding your true financial freedom number, and preparing for an exit that protects both your money and your purpose.David explains why financial planning for entrepreneurs is different from traditional retirement planning, why so many owners wait too long to prepare, and why the right team matters more than ever. Gary and David also dig into the emotional side of leaving a business, including identity, family conversations, and what life looks like after the deal is done.6 Key Takeaways→ Exit planning is not a last-minute event. It is a long-term process that should start earlier than most business owners think.→ A stronger exit plan can make your business more valuable even if you never sell it.→ Your business may be your best investment, so blindly pulling money out to diversify is not always the smartest move.→ Owners need to know their real expense level so they can calculate a true walk away financial freedom number.→ Selling a business without a plan for purpose, time, and identity can create regret even when the money is there.→ The best outcomes happen when the business owner, CPA, attorney, and financial advisor work together instead of in silos.To learn more about David Flores Wilson and explore his personal finance blog for business owners, check out Planning to Wealth and book a consultation to talk through your situation.connect with David on LinkedIn: https://www.linkedin.com/in/david-flores-wilson-cfp%C2%AE-cfa-02b5a/
Investor Fuel Real Estate Investing Mastermind - Audio Version
In this episode, Micah Johnson sits down with Blake Ferguson to discuss his journey from the music industry to real estate investing in Nashville. Blake shares how he started with a $36,000 double-wide trailer that later became his first rental property and sparked his passion for real estate. Blake explains how he built a portfolio of long-term rental properties using the BRRRR strategy before pivoting into house flipping when rising interest rates and home prices made rental acquisitions more difficult. He also talks about the role of creativity in renovations, the importance of systems in property management, and how market cycles impact investors. The conversation also dives into the realities of a cooling rental market, how property managers help investors navigate changing conditions, and why successful real estate investors adapt to market cycles rather than panic during downturns. Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind: Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply Investor Machine Marketing Partnership: Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true 'white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com Coaching with Mike Hambright: Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a "mini-mastermind" with Mike and his private clients on an upcoming "Retreat", either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas "Big H Ranch"? Learn more here: http://www.investorfuel.com/retreat Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform! Register here: https://myinvestorinsurance.com/ New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club —--------------------
Investor Fuel Real Estate Investing Mastermind - Audio Version
In this episode, real estate expert Brian Grimes shares his journey from Wall Street to real estate development, focusing on cash flow, market strategies, and building scalable systems. Discover how to identify emerging markets, leverage relationships, and implement systems for long-term success. Professional Real Estate Investors - How we can help you: Investor Fuel Mastermind: Learn more about the Investor Fuel Mastermind, including 100% deal financing, massive discounts from vendors and sponsors you're already using, our world class community of over 150 members, and SO much more here: http://www.investorfuel.com/apply Investor Machine Marketing Partnership: Are you looking for consistent, high quality lead generation? Investor Machine is America's #1 lead generation service professional investors. Investor Machine provides true 'white glove' support to help you build the perfect marketing plan, then we'll execute it for you…talking and working together on an ongoing basis to help you hit YOUR goals! Learn more here: http://www.investormachine.com Coaching with Mike Hambright: Interested in 1 on 1 coaching with Mike Hambright? Mike coaches entrepreneurs looking to level up, build coaching or service based businesses (Mike runs multiple 7 and 8 figure a year businesses), building a coaching program and more. Learn more here: https://investorfuel.com/coachingwithmike Attend a Vacation/Mastermind Retreat with Mike Hambright: Interested in joining a "mini-mastermind" with Mike and his private clients on an upcoming "Retreat", either at locations like Cabo San Lucas, Napa, Park City ski trip, Yellowstone, or even at Mike's East Texas "Big H Ranch"? Learn more here: http://www.investorfuel.com/retreat Property Insurance: Join the largest and most investor friendly property insurance provider in 2 minutes. Free to join, and insure all your flips and rentals within minutes! There is NO easier insurance provider on the planet (turn insurance on or off in 1 minute without talking to anyone!), and there's no 15-30% agent mark up through this platform! Register here: https://myinvestorinsurance.com/ New Real Estate Investors - How we can work together: Investor Fuel Club (Coaching and Deal Partner Community): Looking to kickstart your real estate investing career? Join our one of a kind Coaching Community, Investor Fuel Club, where you'll get trained by some of the best real estate investors in America, and partner with them on deals! You don't need $ for deals…we'll partner with you and hold your hand along the way! Learn More here: http://www.investorfuel.com/club —--------------------
Clutter doesn't just steal space, it steals time, energy, and peace of mind. In this episode, Regina sits down with Janet Bernstein of The Organizing Professionals to talk about what it really looks like to get help getting your home under control. They dig into how professional organizers can support everything from closet systems and everyday decluttering to major life transitions like downsizing, estate cleanouts, and moving. Janet shares how her team helps clients decide what stays, what goes, and even whether your favorite furniture will actually fit in the new place before the movers show up. They also get into one of the most emotional projects families avoid for years, organizing old photos, digitizing what matters, and making sure those memories don't end up dumped in a box someday. It's a practical conversation with a bigger point behind it: don't wait for retirement to start building a life that feels lighter, more intentional, and easier to live in. Episode Highlights: 0:00 - Intro 0:43 - Meet Janet Bernstein! 2:51 - Moving is a 'top-3' stressful event 6:18 - Helping people determine what will "fit" in the new home 11:31 - Pictures 17:02 - Where you can go to learn more about Janet 17:50 - Some challenges Janet has faced as a professional woman 19:50 - Janet's vision for retirement 23:05 - Wrap-up and action item ABOUT REGINA MCCANN HESS Regina is the author of Super Woman Wealth: How to Become Your Own Financial Hero. As an advocate for women's financial freedom, she wrote this book to help empower women to take a bigger role in handling their money. Regina has appeared on Schwab TV, Yahoo Finance, Forbes.com, NTD Television, CBS 3 Philadelphia, Fox 29 Philadelphia, King 5 Seattle, KTLA 5 Los Angeles and Scripps News. She has also been quoted in numerous articles in publications such as Forbes, Business Insider, U.S. News & World Report, Yahoo Finance, USA Today, USA Wire, Word in Black, WTOP News, Mind Body Green, Money Digest, New York Post, Defender, Authority Magazine, GoBankingRates.com, Scripps and The Muse. As Founder of Forge Wealth Management, Regina utilizes her 25+ years of financial services experience to help individuals plan, preserve and diversify their wealth. She focuses on educating her clients while building long-term relationships with them and their families. Her experience throughout major shifts in the markets, enables Regina to structure balanced portfolios to address specific financial goals. CONNECT WITH REGINA Website: https://www.forgewealth.com LinkedIn: https://www.linkedin.com/in/reginamccannhess/ Facebook: https://www.facebook.com/ForgeWealth Instagram: https://www.instagram.com/forgewealthmanagement/ YouTube: https://www.youtube.com/@ForgeWealth Email: reginahess@forgewealth.com CONNECT WITH JANET BERNSTEIN Website: https://theorganizingprofessionals.com/ LinkedIn: https://www.linkedin.com/in/janet-bernstein-cpo%C2%AE-5269a518/ Securities offered through LPL Financial, Member FINRA/SIPC www.finra.org, www.sipc.org Third-party posts found on this profile do not reflect the view of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness. For a list of states in which I am registered to do business, please visit www.forgewealth.com.Forge Wealth Management
Cold exposure is not a badge of toughness. It's a stressor.And if you do it wrong, you can absolutely overdo it.In this episode, I'm joined by Dr. Susanna Søberg, PhD, scientist and educator specializing in metabolism, cold and heat exposure, and longevity. We break down what cold exposure is actually doing in the body, why brown fat matters for metabolic health, and how women should think about timing cold exposure around PMS, luteal phase, and menstruation.Join the most comprehensive *female-specific community for health and longevity optimization.* After over a decade dedicated to human performance and women's health, I created this space to share everything you need to know to optimize health and lifespan. Inside, you'll get access to exclusive protocols, live Q&As, the latest female longevity science, and a private, supportive community of like-minded women.https://kayla-barnes-lentz.circle.so/checkout/become-a-memberIn This Conversation:-Why cold exposure works best when it's short and strategic-Brown fat, insulin sensitivity, and why it doesn't have to be “that cold” -Cold vs heat for women, and why “better” depends on the outcome-PMS timing and when to pull back on stressors-Temperature, time, and the real dose-response of cold exposure-How to spot viral claims that sound exciting but aren't scienceConnect with Kayla:Instagram: https://www.instagram.com/kaylabarnes/TikTok: https://www.tiktok.com/@femalelongevityTwitter:https://x.com/femalelongevityWebsite:https://www.kaylabarnes.com/Spotify:https://open.spotify.com/show/4OLWWn22...Apple: https://podcasts.apple.com/us/podcast...Follow Her Female Protocol: https://www.protocol.kaylabarnes.comLearn more about Susanna Søberg, PhD:Instagram: https://www.instagram.com/susanna_soebergWebsite: https://soeberginstitute.com/Thermalist Women's Retreat With Dr. Susanna Søberg: https://soeberginstitute.com/pages/thermalist%C2%AE-women-s-retreat
Czy centra usług wspólnych to faktycznie „korpo-ślepa uliczka”, czy może jedna z najciekawszych ścieżek kariery w Polsce i na świecie?W tym odcinku rozmawiamy z Anną Meduną, doświadczoną liderką branży SSC/GBS, która bez filtrów opowiada o swojej drodze zawodowej i realiach zarządzania centrami usług.Z tego odcinka dowiesz się:czym zajmuje się firma Miele i jak działa od środkajaka jest realna różnica między Shared Service Center a Global Services Centerdlaczego networking i próbowanie nowych rzeczy są kluczowe w karierzejak wygląda dzień pracy szefa centrum usługjak pracuje się w Indiach i jak wyglądają tam rozmowy rocznejakie kompetencje dają dziś największe bezpieczeństwo na rynku pracyjaka przyszłość czeka branżę SSC/GBS w PolsceAnna Meduna - VP w Miele, Prezes Zarządu Miele Global Services.Od niemal dwóch dekad działa w sektorze Business Services - w przestrzeni, gdzie skuteczność spotyka się z ciągłą zmianą. Specjalizuje się w transformacjach, optymalizacji i budowaniu zespołów. Łączy strategiczne podejście z operacyjnym zmysłem - procesy, liczby i usprawnienia są jej codziennością. Jest wyznawczynią KAIZEN, LEAN, Six Sigma i Poka-Yoke, ale przede wszystkim wierzy w siłę zespołu i ludzi wokół niej.LinkedIn Anny: https://www.linkedin.com/in/anna-meduna-pmp%C2%AE-3b450a4/?originalSubdomain=plLinkedIn ABSL: https://www.linkedin.com/company/association-of-business-service-leaders-in-poland-absl-/?originalSubdomain=plABSL https://absl.pl/en
If you want more meaning, trust, and genuine connection in your work, community, and finances, this episode is for you.Welcome to another episode of the Circle of Hope Podcast! In this heartfelt conversation, I dive deep with my longtime investment advisor, and now friend, Tyler Downing, exploring the art of cultivating trust, mentorship, and authentic connection, both professionally and personally. This isn't just about investments, this is about finding your Circle of Influencers and building relationships that help you (and those around you) thrive.Over the past eight years, Tyler and I have journeyed from a straightforward business meeting to sharing mentorship, volunteering with youth, and supporting each other's growth. We reveal how trust is built (and rebuilt!) in finance, coaching, youth sports, and everyday life. Tune in for practical insight, candid stories, and a warm reminder that authentic relationships are your greatest asset in business and beyond.Watch This If:Want to know how to pick advisors you actually trust with life's biggest decisionsWonder how connections can evolve beyond business into friendship and collaborationLead, coach, or mentor—and want to help others and learn from them in the processCare about the impact of service and volunteering on youth, teams, and your own growthKnow that joy and satisfaction flow from giving back, building trust, and being intentionalEpisode Highlights (with Timestamps):00:00 Intro—Setting the stage for relationship-based business11:04 Learning from teaching—and why connection is always a two-way street15:20 How business relationships become personal—and vice versa26:00 Intentionality in choosing your circle and creating safe, fun environments34:27 Trust in Finance: my debt-free journey, choosing advisors, and non-negotiable values58:54 Balancing professional and personal relationships for real growth1:07:46 Celebrating our circle: joy, energy, and the value of showing up1:08:27 Final words & invitation: Bringing hope and connection to life What You'll Learn:The “Trust Equation” for building lasting relationships in life and businessHow intentionality and openness turn colleagues into trusted alliesWays serving (as a mentor, coach, or advisor) multiplies your personal joy and impactHow to invest in your own “Circle of Influence” for ongoing growthPractical tips for choosing trustworthy professionals, and becoming oneResources: Dave Ramsey's Financial Peace (https://www.ramseysolutions.com/money/financial-peace)Book: Scarcity Brain by Michael Easter (https://www.goodreads.com/book/show/75494984-scarcity-brain)Website: Ramit Sethi “I Will Teach You To Be Rich” (https://www.iwillteachyoutoberich.com/)Book: The Trusted Advisor by David H. Maister, Charles H. Green, and Robert M. Galford (https://trustedadvisor.com/books/the-trusted-advisor)Contact Information:Guest: Tyler DowningWebsite: http://www.rlcwm.comLinkedIn: https://www.linkedin.com/in/tyler-downing-cfp%C2%AE-575b7213/ Host: Valerie HopeWebsite: https://www.valeriehope.comInstagram: https://www.instagram.com/valeriehope/LinkedIn: https://www.linkedin.com/in/valeriehope/Facebook: https://www.facebook.com/YouTube: https://www.youtube.com/@ConnecttoJoyProduction Support: Lucy Hope - Podcast Editing, Copy, and Publishing. #CircleOfHopePodcast #ConnectionMatters #TrustedAdvisor #Mentorship #financial #AuthenticRelationships
Estate planning sounds complicated, but it's a lot simpler than dealing with the mess of not having a plan. Because if you don't write one, the government will. In this episode, VP of Estate Planning at Carson Group, David Haughton, breaks down what it really costs families and business owners when they avoid estate planning. You'll learn why your estate plan shouldn't be a one-and-done document, the assets most people don't realize they have, and how the same tax-saving strategies you hear about billionaires using can work for you too. Topics discussed: Introduction (00:00) David's career and passion for estate planning (01:45) Why estate plans are important for everyone (05:57) Top things people need to know about estate planning (10:35) What business owners need to know about estate planning (14:15) David's asset-by-asset approach to dividing your estate (17:07) The billionaire estate tax saving strategy (20:53) How he uses humor to educate people on estate planning (25:00) Why Carson Group was the right fit (27:09) What brought you JOY today? (28:37) Resources: Sending your child to college will always be emotional but are you financially ready? Take the College Readiness Quiz for Parents: https://www.mitlinfinancial.com/college-readiness-quiz/ Doing your taxes might not be enJOYable but being more organized can make the process less painful. Get Your Gathering Your Tax Documents Checklist: https://www.mitlinfinancial.com/wp-content/uploads/2024/06/Mitlin_ChecklistForGatheringYourTaxDocuments_Form_062424_v2.pdf Will you be able to enJOY the Retirement you envision? Take the Retirement Ready Quiz: https://www.mitlinfinancial.com/retirement-planning-quiz/ Connect with Larry Sprung: LinkedIn: https://www.linkedin.com/in/lawrencesprung/ Instagram: https://www.instagram.com/larry_sprung/ Facebook: https://www.facebook.com/LawrenceDSprung/ X (Twitter): https://x.com/Lawrence_Sprung Connect with David Haughton: LinkedIn: https://www.linkedin.com/in/david-haughton-jd-cpwa%C2%AE-2286396a/ Website: https://www.carsongroup.com About Our Guest: David Haughton is the VP of Estate Planning at Carson Group. He helps advisors and high-net-worth families turn complex estate and tax planning challenges into clear, actionable strategies. He was a former Senior Corporate Counsel at Wealth.com - the industry's leading estate planning technology solution for financial professionals. He is also a frequent speaker and writer on financial planning topics, including being featured in such publications as Michael Kitces' Nerd's Eye View blog, the Journal of Financial Planning, and InvestmentNews. Prior to joining Wealth, he worked for Commonwealth Financial Network - helping to provide thought leadership and financial planning support for advisors - including estate, trust, charitable, education, business, and social security planning strategies. To start his career, he was an attorney in private practice in Massachusetts and Southern New Hampshire. He has experience representing individuals and companies in bankruptcy, as well as engaging with many other general practice areas. For the latter part of his career in private practice, he exclusively practiced in the areas of elder law and estate planning and administration. Disclosure: Guests on the Mitlin Money Mindset are not affiliated with CWM, LLC, and opinions expressed herein may not be representative of CWM, LLC. CWM, LLC is not responsible for the guest's content linked on this site. This episode was produced by Podcast Boutique https://www.podcastboutique.com
In this episode of Wealth B-Hers, Dr. Felecia Froe sits down with behavioral finance expert, financial advisor, and practicing stoic philosopher Will R. Young to explore a question most people never slow down long enough to ask: What is enough? Drawing from Will's book The Enough Equation, the conversation moves beyond spreadsheets and market noise into the psychology behind money decisions. Together, they unpack why fear, identity, and comparison quietly shape our financial behavior, and how clarity, values, and intentional planning create real freedom. This episode is an invitation to pause, define what truly matters, and build a financial life that supports peace rather than pressure. 00:00 – Setting the Frame: Wealth, Mindset, and the Pause 05:01 – Stoicism, Behavioral Finance, and Human Blind Spots 11:31 – How Psychology Shows Up in Investing 15:31 – Fear, Scarcity, and the Illusion of Control 22:01 – The Enough Equation: Defining What Matters 30:01 – Redesigning Work, Wealth, and Relationships
What's the secret to building financial resilience as an entrepreneur—and how do you make sure you're never caught off guard by life's curveballs? In this episode of The Angel Next Door Podcast, host Marcia Dawood sits down with financial strategist Leah Williams to tackle these questions head-on, exploring how proactive financial planning and tax strategies can empower you to take control of your wealth journey.Leah Williams brings her story of personal financial transformation—after weathering divorce and witnessing the power of good planning through family loss—to offer practical advice that goes beyond the basics. Her firm, Savvy Financial, is built on a mission to help people, especially women, become confident in their financial decisions, teaching them about insurance, investments, and the hidden levers of tax efficiency.From leveraged charitable deductions to accelerated depreciation and creative ways to involve family in your business, this episode is loaded with real, immediately useful strategies that anyone can apply. If you want to make smarter choices about your financial future and get inspired along the way, this is the episode for you. To get the latest from Leah Williams, you can follow her below!https://www.linkedin.com/in/leah-williams-chfc%C2%AE-clu%C2%AE-wmcp%C2%AE-aa007595/ https://www.savvyfinancialllc.com/ Sign up for Marcia's newsletter to receive tips and the latest on Angel Investing!Website: www.marciadawood.comDo Good While Doing WellLearn more about the documentary Show Her the Money: www.showherthemoneymovie.comAnd don't forget to follow us wherever you are!Apple Podcasts: https://pod.link/1586445642.appleSpotify: https://pod.link/1586445642.spotifyLinkedIn: https://www.linkedin.com/company/angel-next-door-podcast/Instagram: https://www.instagram.com/theangelnextdoorpodcast/Pinterest: https://www.pinterest.com/theangelnextdoorpodcast/TikTok: https://www.tiktok.com/@marciadawood
Are you a financial advisor planning for succession or retirement? How to navigate the complex world of advisor transitions with a personalized, consultative approach. In this episode of the Registered Investment Advisor Podcast, Seth Greene interviews Andrew D. Mirolli, CEPA®, Co-Founder and Managing Partner at buyAUM.com, who explains how his company acts as a “financial matchmaker,” helping financial advisors plan their succession or sale to the right buyers. Drawing from over a decade in private equity and capital raising, Andrew shares insights on how to approach succession planning, what impacts valuations, and how technology like AI and blockchain is shifting the industry. If you're a financial advisor thinking about the future of your practice, this episode provides invaluable advice on making your business more marketable and transferable. Key Takeaways: → How buyAUM.com matches financial advisors with the right buyers. → Why buyAUM.com focuses on deep conversations and understanding the seller's needs. → How the surge in market consolidation has increased seller fatigue, making a personalized approach to matchmaking even more important. → Why AI and blockchain are changing the financial advising landscape, especially in managing client relationships and valuations. → How asking the right questions can help clients discover their ideal succession plan. Andrew D. Mirolli, CEPA®, is Vice President at buyAUM.com, where he helps independent RIAs and advisory teams design client-safe successions and growth-minded partial equity transactions. He partners with firm owners to evaluate strategic options—full exits, mergers, or “sell & grow” structures—then builds operator-grade playbooks around valuation levers, documentation, and client communications that protect trust, culture, and enterprise value. Drawing on experience with solo practices and multi-partner firms, Andrew focuses on aligning partner timelines, de-risking handoffs, and preserving retention through a clear cadence of client re-introductions and meetings. Known for translating complex deal mechanics into simple steps advisors can act on next quarter, he brings a practical lens to high-stakes transitions. Andrew is a Certified Exit Planning Advisor (CEPA®) and a frequent resource to advisors who want to prepare years before they sell—so they can exit (or scale) on their terms. Connect With Andrew: Website: https://buyaum.com/ Instagram: https://www.instagram.com/buyaum/ LinkedIn: https://www.linkedin.com/in/andrew-d-mirolli-cepa%C2%AE-7a304259/ Learn more about your ad choices. Visit megaphone.fm/adchoices
What does it mean to build family wealth that goes beyond money? LaVaisha Davis shares how everyday families can structure themselves like a business and manage wealth like pros through her Family Wealth Operating System, led by the “Family CEO.”LaVaisha breaks down common myths about wealth‑building, shares how families can create their own wealth‑building ecosystems, and offers practical steps for those who feel behind or overwhelmed to reclaim their financial story. Listeners will walk away with a fresh perspective on legacy, leadership, and the power of treating family as the most important enterprise of all.LinkedIn: https://www.linkedin.com/in/lavaisha-davis-cepa%C2%AE-27094b208/ Website: https://lavaishadavis.com/ FREE Download “The Family Fortune Playbook”: www.mywealthandlegacy.com Let's Stay in Touch! LinkedIn (be sure to mention you heard the podcast ;-)) Website - B.O.O.S.T.® Your Brilliance
Episode 125: In this special New Year's 2025 episode, Kyle Van Pelt brings together four standout voices to explore why wealth technology still feels broken—and what actually fixes it. Jeremy Nelson explains how rising client complexity demands centralized planning and operational tech that can truly scale. Art Ambarik shares how fragmented data and poor transitions create bottlenecks that distract advisors from clients. Kylie Felker shows how efficient systems make room for unreasonable hospitality and deeply human service. And Terry Parham Jr outlines how impact, efficiency, and effectiveness improve when firms own and streamline their data. Together, these conversations reveal how better integration—not more tools—is the path forward. In this episode: (00:00) – Intro (00:30) – Jeremy Nelson on rising client complexity and why centralized tech is essential for scale (03:25) – Art Ambarik on data bottlenecks, advisor transitions, and removing operational friction (08:30) – Kylie Felker on using efficient systems to create unreasonable hospitality for clients (15:30) – Terry Parham Jr on evaluating wealth tech through impact, efficiency, and effectiveness Links Jeremy on LinkedIn: https://www.linkedin.com/in/jeremy-my-element-wealth/ Element Wealth: https://myelementwealth.com/ Art Ambarik on LinkedIn: https://www.linkedin.com/in/arthur-ambarik-cfp%C2%AE-75359457/ Perigon Wealth Management: https://www.perigonwealth.com/ Kylie Felker on LinkedIn: https://www.linkedin.com/in/kyliekotowskifelker/ Foster Victor Wealth Advisors: https://fostervictor.com/ Terry Parham Jr on LinkedIn: https://www.linkedin.com/in/tepjr/ Innovative Wealth Building: https://innovativewealthbuilding.com/ Connect with our hosts Milemarker.co Kyle on LinkedIn Jud on LinkedIn Subscribe and stay in touch Apple Podcasts Spotify YouTube Produce game-changing content with Turncast Turncast helps your company grow by producing top-quality content and fostering transformative conversations. We specialize in content generation, podcasting, digital strategy, and audience growth for fintech and financial services companies. Learn more at Turncast.com.
InvestOrama - Separate Investment Facts from Financial Fiction
For decades, wealth management was defined by proximity.Advisors, Families, relationships built on continuity. The industry scaled slowly because wealth is personal, and stewardship doesn't lend itself easily to industrial logic.That assumption is now breaking.Over the past five years, the Registered Investment Advisor (RIA) industry has entered what has been described as a golden era of deal-making—one driven not by product innovation, but by ownership change. Wealth management is being scaled, with Private Equity-backed equity “roll-ups”.In the latest Investology episode, we're discussing the intricacies and implications of this industry trend with Andrew D. Mirolli, CEPA, the co-founder of BuyAUM.com - Growth Partner for RIA Buyers & Sellers.Enjoy the episode on every podcast platform or YouTube.About Andrew At buyAUM.com, I help Registered Investment Advisors (RIAs) scale their practices and safeguard their legacies.For growth-focused firms, I provide access to curated acquisition opportunities tailored to strategic goals. For advisors exploring succession, I offer guidance and connections to ensure their clients and life's work are placed in trusted hands.With nearly a decade of experience supporting advisors nationwide, I understand that every practice carries a legacy worth preserving. That's why we take a personal, relationship-driven approach, helping both buyers and sellers find the right fit for their future.Link: https://www.linkedin.com/in/andrew-d-mirolli-cepa%C2%AE-7a304259/About the Investlogy podcast:Investology is a podcast dedicated to rethinking investment management and uncovering new ways to deliver better outcomes for investors.Listen on podcast platforms, or watch on YouTube.An episode produced by Orama (orama.tv):Accelerate sales to the financial industry with content that builds trust and drives pipeline with sales-driven video strategies.About the Host:George Aliferis, CAIA, is the founder of Orama. Before that, he spent over a decade structuring, marketing and selling complex financial products to institutional clients in Europe and Asia.LinkedIn: https://www.linkedin.com/in/george-aliferis-60078312/ This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit investorama.substack.com
Learn why home saunas are more affordable than you think while delivering powerful health benefits like stress relief, better sleep, and improved cardiovascular health. Compare traditional versus infrared models and break down the real costs of ownership. Read more at https://collectiverelaxation.com/blogs/wellness-insights/collectiverelaxation-now-offers-kohler%C2%AE-saunas-coldplunge Collective Relaxation City: STATEN ISLAND Address: 194 Woehrle Avenue Website: https://collectiverelaxation.com
Owners fixate on the purchase price of their exit, but the bigger loss to long-term income can come from how Social Security is handled. Get it wrong, and you can quietly lose six figures. Thomas Drapala, Director of Strategic Partnerships at Registered Social Security Analysts (RSSA), explains why 96% of Americans leave money on the table when they treat Social Security as an afterthought. Drawing from his client work, he discusses how self-employment tax, entity structure, and "reasonable compensation" influence Social Security benefits. Thomas also walks through how RSSA's analysis helps owners save thousands of dollars a year in taxes, protect future benefits, and make Social Security a strategic part of their exit plan so it isn't ignored. In this episode, you will: Understand why every owner should check their SSA earnings record and run an independent analysis before selling Learn what younger owners should do now to avoid losing benefits later See how RSSA analysis ties Social Security into your full exit and retirement plan Highlights: (00:00) Meet Thomas Drapala (01:42) The shocking statistics on Social Security optimization (03:32) Understanding Social Security rules and benefits (05:49) Strategies for business owners to maximize Social Security (13:37) Case study: The bagel store owner's Social Security optimization (16:52) When it makes sense to bring in a Social Security expert (24:12) How a full Social Security review is done Follow Thomas: Connect on LinkedIn: https://www.linkedin.com/in/thomas-drapala-rssa%C2%AE-878611207/ Email: thomas.drapala@rssa.com Learn more about Registered Social Security Analysts: https://rssa.com/ Follow Ed: Connect on LinkedIn: https://www.linkedin.com/in/edmysogland/ Instagram: https://www.instagram.com/defendersofbusinessvalue/ Facebook: https://www.facebook.com/bvdefenders
XO Toes Toe Socks by XO SkinLINK: https://snp.link/91093634Enlightened Equipment Revelation Apex Synthetic QuiltLINK: https://snp.link/dd815a33Light AF PacksLINK: https://snp.link/092cbf3eNaked Running BeltLINK: https://nakedsportsinnovations.com/products/naked%C2%AE-running-bandRaid LF 2 BeltLINK: https://snp.link/32e52894Ultraspire Lumen 800 Solstice (Headlamp + Waist Light)LINK: https://snp.link/bd7aaac2ReadyWise Breakfast Skillet (Jeff Garmire Meal)LINK: https://www.walmart.com/ip/PM-BREAKFAST-SKILLET/15209400162?classType=REGULAR&from=/searchTrail Goods Co. Stir Fry NoodleLINK: https://snp.link/ec3d0444Gossamer Gear LT5 PolesLINK: https://snp.link/d415be06Sawyer Stay-Put SunscreenLINK: https://amzn.to/4pswF0mSawyer PermethrinLINK: https://rei.pxf.io/xL4ZYdJanji Vortex GlovesLINK: https://snp.link/b5b62b40This is a quick holiday bonus episode of the Free Outside Podcast where I run through the gear, food, and small things that actually worked for me over the last year. No hype, no rankings, just what I used, why I liked it, and where it fit into real training, FKTs, Cocodona, and the Appalachian Trail.We start with one of life's great unanswered questions, why don't airports have gyms, then move straight into toe socks, synthetic quilts, custom packs, running belts, lights, freeze-dried meals, trekking poles, sunscreen, permethrin, and cold-weather gloves. Some of these are affiliated, most are not. I will always tell you which is which.If you need holiday gift ideas for an ultrarunner, a thru-hiker, or someone who just likes to be unreasonably prepared, this episode gives you a real-world short list. Take it or leave it. Either way, I hope it saves you some time and maybe a little money.Janji (Sponsor)https://janji.comCode: FREEOUTSIDEGarage Grown Gear (Sponsor)https://garagegrowngear.comCS Instant Coffee (Sponsor)https://csinstant.coffeeThis episode is brought to you by Janji at janji.com (code FREEOUTSIDE), Garage Grown Gear at garagegrowngear.com, and CS Instant Coffee at csinstant.coffee.Subscribe to Substack: http://freeoutside.substack.comSupport this content on patreon: HTTP://patreon.com/freeoutsideBuy my book "Free Outside" on Amazon: https://amzn.to/39LpoSFEmail me to buy a signed copy of my book, "Free Outside" at jeff@freeoutside.comWatch the movie about setting the record on the Colorado Trail: https://tubitv.com/movies/100019916/free-outsideWebsite: www.Freeoutside.comInstagram: thefreeoutsidefacebook: www.facebook.com/freeoutside
Catholic Money Mastermind - Financial Planning conversations with Catholic CFP® Practitioners
Today, Ben sits down with fellow Catholic financial planners Nick Orenduff and Charlie Horonzy for a rich roundtable on what it truly means to live a generous, ordered, and faith-centered life. Together, they wrestle with the tension between self-giving and self-preservation—how to pour ourselves out for God, family, and community without crossing into burnout or misplaced busyness. Nick reflects on the daily discipline of keeping God first, family second, and career third, while Charlie shares how prayer, discernment, and spirituality help him know when to say yes or no to new commitments. The trio also explore how seasons of life shape our ability to serve, how financial boundaries mirror spiritual ones, and why surrendering control is often the most faithful form of stewardship. Woven through their conversation is a deep trust that God's providence can transform even our limitations into grace. By the end, Ben, Nick, and Charlie invite listeners to view their time, money, and energy not as burdens to manage, but as sacred resources to be aligned with God's will—one prayerful decision at a time.Key Takeaways:• A well-ordered life begins by placing God first, family second, and career third—a framework that helps align all other decisions.• True generosity doesn't mean saying yes to everything; it means discerning where God is actually calling you to give.• The way we serve changes as our responsibilities shift—young parents, for example, are called to focus more deeply on family.• Offering our struggles and discomfort to God transforms them into acts of love and participation in His plan.• Recognizing life's brevity encourages intentionality about how we spend our weeks and years.• Our careers, finances, and families are not possessions to control but gifts to steward in loving obedience.Key Timestamps:(01:55) – Balancing Work and Life(07:53) – Trusting God and Letting Go(10:03) – Family Dynamics and Communication(17:42) – Seasons of Life and Service(20:24) – Balancing Volunteering and Personal Boundaries(23:47) – Navigating Life's Noise and Staying Focused on God(31:46) – The Value of Time and Living IntentionallyMentions:Website: https://www.focusedupfinancial.com/ LinkedIn: https://www.linkedin.com/in/charlie-horonzy-cfp%C2%AE-cpa-8802b910/ Facebook: https://www.facebook.com/FocusedUpFinancial# Website: https://www.planmember.com/advisor/?bk=NOrenduff LinkedIn: https://www.linkedin.com/in/nicholas-ross-orenduff-cfp%C2%AE-a45a7524b/ Four Thousand Weeks: Time Management for Mortals by Oliver BurkemanThe Practice of the Presence of God by Brother LawrenceMore of Catholic Money Mastermind:Catholic Money Mastermind Podcast is a personal podcast meant for educational and entertainment. It should not be taken as financial advice, and is not prescriptive of your financial situation.Are you looking to hire an advisor? Browse our members.https://catholicfinancialplanners.com/members/Are you a Financial Advisor who is serious about the Catholic Faith? Join our network and email info@catholicfinancialplanners.com
Qonağımız Həsən bəylə banklardan, puldan və faizlərdən danışdıq. İslam və yaşıl bankçılıq nədir, uçot dərəsi enəndə nə baş verir, bizdə pul niyə bu qədər bahadır?
Frank and Brian also dig into:• The pivotal 2005 spin-off from American Express - and what it unlocked for advisors.• Why it's “all about how much you make, not the payout.”• How Ameriprise's E-Meeting, Insights, and AI-driven Copilot tools are redefining advisor efficiency.• The power of home-office visits and what advisors should look for in firm culture.• Why advisors who said “never” to Ameriprise often end up saying “yes.”If you've ever wondered why so many top producers are giving Ameriprise another look, this episode delivers straight answers, real examples, and lessons every advisor can use when evaluating their next move.Resources:Elite Consulting Partners | Financial Advisor Transitions: https://eliteconsultingpartners.comElite Marketing Concepts | Marketing Services for Financial Advisors: https://elitemarketingconcepts.comElite Advisor Successions | Advisor Mergers and Acquisitions: https://eliteadvisorsuccessions.comJEDI Database Solutions | Data Intelligence for Advisors: https://jedidatabasesolutions.comConnect with Brian Mora on LinkedIn or via phone: (609)-335-8844https://www.linkedin.com/in/brian-j-mora-cfp%C2%AE-crpc%C2%AE-awma%C2%AE-4076b610/ Listen to more Advisor Talk episodes: https://eliteconsultingpartners.com/podcasts/Follow us on LinkedIn: https://linkedin.com/company/eliteconsultingpartners
How do you prepare for life's biggest transitions —the moments when emotions collide with financial realities? In this empowering conversation, Dr. Felecia Froe sits down with Jennifer Lee, AIF®, AWMA®, founder of Modern Wealth and author of Squeeze the Juice: Live With Purpose, Then Leave a Legacy. With over 26 years of experience helping clients through divorce, loss, and retirement, Jennifer brings heart and strategy to the financial planning process. She shares why money is simply a tool, how to build trusted relationships with advisors before a crisis strikes, and why every family should write a "Love Letter," a simple yet powerful way to communicate values and ensure peace of mind for loved ones. This episode serves as a reminder that true wealth isn't just about numbers; it's about clarity, connection, and living a life that feels as good as it looks. 00:00 Intro 07:10 Jennifer's Money Story and Early Influences 13:02 Transitioning to Modern Wealth 18:29 Navigating Financial Transitions 25:12 Writing a Family Love Letter 27:00 Money Management Roles in Families 27:24 Starting Conversations About Money 27:53 Personal Money Stories 29:15 Financial Education and Misconceptions 30:43 Advising Clients on Financial Decisions 42:09 How Financial Advisors Make Money 46:33 About the Book: Squeeze the Juice Connect with Jennifer! Website: https://modern-wealth.com/ Book: https://squeezethejuicebook.com/ Facebook: Facebook.com/ModernWealthInvest LinkedIn: https://www.linkedin.com/in/jennifer-lee-awma%C2%AE-aif%C2%AE-1b5aa56 Instagram: Instagram.com/modernwealthloveletter/ YouTube:https://www.youtube.com/@modern-wealth7014
This is episode 1900, friends! Ten years of conversations about our money, our fears, our growth, and the power that comes when we take control of our financial lives. I can't think of a better guest to mark this milestone than my longtime friend and former colleague, Tracy Byrnes.Tracy and I go way back to our early days in broadcast journalism, when we reported from the floor of the New York Stock Exchange and hustled to make our voices heard in a male-dominated industry. These days, Tracy is using her voice and expertise as a Certified Divorce Financial Analyst (CDFA) to help women, especially those in midlife, regain control of their finances and their futures after divorce.In this episode, we talk about:Why so many smart, capable women feel ashamed about not knowing enough about money — and how to change that.The biggest financial mistakes women make during and after divorce, from clinging to the family home to rushing big money decisions.How to rebuild your financial confidence post-divorce — and why sometimes the best move is to pause, breathe, and rent before you buy.And how women can safeguard themselves in marriage — even the happiest ones — by asking the right questions and making sure both partners know where the money is.To reach Tracy, you can connect with her on LinkedIn or email her tbyrnes@lebenthal.com Hosted on Acast. See acast.com/privacy for more information.
What does it take to build a successful financial planning career in today's world? In this episode, CFP® professional Tori Ten Hagen shares her journey from starting in the industry during COVID to building a client-focused practice in Dallas. She and John talk about the challenges new advisors face, why tax and retirement planning dominate client conversations, and the best practices that make planning more holistic and meaningful.Connect With Tori: https://www.linkedin.com/in/tori-ten-hagen-cfp%C2%AE-02a56544/WAYS TO CONNECT:Website: https://www.johnchoi.net/Phone: 847-247-0850Blog: https://bit.ly/3CNltG2
This week we've got a question about choosing favourites and why it's so hard to pick a favourite game. We share first thoughts on Tea Witches from The Op and then review two games, Reign of Dragoness from Grandpa Beck's Games and Ahau: Rulers of Yucatan from Grand Gamers Guild. Tabletop Bellhop Gaming Podcast Episode 283, was recorded on September 24th, 2025. We usually record Wednesdays at 8 PM Eastern at https://www.twitch.tv/tabletopbellhop . Find full, detailed show notes at https://tabletopbellhop.com/podcast/ep283/ Disclosure: Links may be affiliate links. As an Amazon Associate, we earn from qualifying purchases. Games mentioned may be review copies provided by publishers. (00:00:00) Checking In (00:02:05) Announcement We messed up, The Shackleton Series from Escape Mail contains up to 720 minutes of play not over 700 hours as we said last episode. Either way you can still save 10% off with our code BELLHOP https://collabs.shop/sbvg4b (00:02:43) Ask the Bellhop Send your questions to: Questions@tabletopbellhop.com (00:37:56) The Bellhop's Tabletop (00:46:25) The Game Room - Reign of Dragoness Review Check out all of Grandpa Beck's Games. Use BELLHOP to save 15%: https://www.grandpabecksgames.com/collections/all?sca_ref=9131133.6jeLXLbaBX Pick up Reign of Dragoness: https://www.grandpabecksgames.com/products/reign-of-dragoness?sca_ref=9131133.6jeLXLbaBX Check out our Skull King Review on Tabletop Bellhop Ep 263: https://tabletopbellhop.com/podcast/ep263/ Pick up Skull King: https://www.grandpabecksgames.com/products/copy-of-skull-king%C2%AE?sca_ref=9131133.6jeLXLbaBX (01:05:09) The Game Room - Ahau: Rulers of Yucatán Review Check out our Ahau unboxing video on YouTube: https://youtu.be/7ouO67lHtP8?si=a6DQtRRxxAcukp3w Pick up Ahau on Amazon: https://amzn.to/4my6fZa Or direct from Grand Gamers Guild: https://grandgamersguild.com/products/ahau Check out our other Grand Gamers Guild Content (there's lots): https://tabletopbellhop.com/search/?q=Grand%20Gamers%20Guild (01:27:37) Closing the Doors TIP THE BELLHOP: Get bonus content by becoming a Patron: https://www.patreon.com/tabletopbellhop Shop Tabletop Bellhop merch https://tabletopbellhop.com/merch Buy us a coffee https://ko-fi.com/tabletopbellhop FIND US: Webpage: https://tabletopbellhop.com Discord: https://discord.tabletopbellhop.com Blue Sky: https://bsky.app/profile/tabletopbellhop.com Instagram: https://www.instagram.com/tabletopbellhop/ Facebook: https://www.facebook.com/tabletopbellhop/ YouTube: https://www.youtube.com/tabletopbellhop Twitch: https://twitch.tv/tabletopbellhop
This episode is a must-listen for Salon Owners who want to take control of their financial future. Guest expert Kristin Stutz, a former Stylist and Salon Owner turned certified financial planner, shares how she helps owners connect the dots between business and personal finances. You'll discover strategies for overcoming financial fears, building wealth with intention, and planning for both growth and eventual exit. Packed with real stories and actionable tips, this conversation will empower you to make confident, informed financial decisions for your life and salon. WATCH ON YOUTUBE: https://youtu.be/D8uk8yYiZgE GET MY BOOK! From First Date to Forever; How to Market Like A Matchmaker: https://joinmya.com/from-first-date-to-forever-book POWERED BY: JOIN mya! joinmya.com FOLLOW KRISTIN STUTZ Website: https://www.illumefs.com/ Meet with Kristin: https://calendly.com/kstutz/discovery-session?month=2025-09 LinkedIN: https://www.linkedin.com/in/kristin-stutz-cfp%C2%AE-052a226b/ LET'S CONNECT! BTT Instagram: https://www.instagram.com/beyondthetechnique MYA Instagram: https://www.instagram.com/join_mya/ SPONSORS Join the PBA: https://www.probeauty.org/
Had the pleasure of catching up with a great friend and fellow receiver Ryan Smith. We chatted about Ndsu, pro ball and life after football don't miss this one. Ryan Socials IG: https://www.instagram.com/ryguy_4?igsh=MW93bmUweWFmZDcwdA==LinkedIn https://www.linkedin.com/in/ryan-smith-chfc%C2%AE-cepa%C2%AE-774573b5?utm_source=share&utm_campaign=share_via&utm_content=profile&utm_medium=ios_appCoop links:Supplements: https://ep-nutrition.com/?aff=7910 use discount code: cwahlo for 10% off. IG: @chiseleddadbodSnapchat: @chiseleddadbodL inked in: http://linkedin.com/in/cooper-wahlo-jr-79a7b0223 Twitter: @chiseledadbod YouTube: https://m.youtube.com/channel/UCAaGVd9FeTNIOql5lGaXOTA?sub_confirmation=1 TikTok: @chiseledadbod Facebook: Cooper Wahlo Jr https://www.arbonne.com/us/en/shop-all/nutrition/energy/daily-glow-%26-energy-bundle/p/1114%20UShttps://www.arbonne.com/us/en/arb/LindsayWahlo/shop-all/nutrition/weight-management/30-days-to-healthy-living-set-with-greensynergy-elixir/p/1230%20US
Ever feel like your finances took a hit harder than your heart after divorce? In this episode of The Divorce Revolution Podcast, I'm joined by financial advisor and author Jennifer Lee to talk about something every divorced woman needs but most of us never think to prioritize—your financial support system. Whether you're still navigating the emotional aftershocks of divorce or trying to figure out how to make ends meet on a single income, Jennifer is here to help you feel more empowered, less overwhelmed, and totally in control of your money moving forward. Resources Mentioned: Enroll in ReNewU, the ONLY business coaching program for divorced moms who want to launch a coaching business that actually pays: https://products.ambershaw.com/renewu Book: https://squeezethejuicebook.com/ What We Discuss: Why money stress is really about security and identity after divorce How to build a financial support team (and why it's more than just a lawyer) What to look for in a financial advisor as a divorced woman Smart strategies for single moms—whether you're paycheck-to-paycheck or have savings Side hustles, scrappiness, and how to build wealth even if you're starting from zero Protecting yourself financially in a new relationship or second marriage Her “Family Love Letter” tool and why emotional planning is just as vital as financial Find more from Jennifer Lee: Website: https://modern-wealth.com/ Book: https://squeezethejuicebook.com/ Facebook: Facebook.com/ModernWealthInvest LinkedIn: https://www.linkedin.com/in/jennifer-lee-awma%C2%AE-aif%C2%AE-1b5aa56 Instagram: Instagram.com/modernwealthloveletter/ YouTube: https://www.youtube.com/@modern-wealth7014 Find more from Amber Shaw: Instagram: @msambershaw Website: ambershaw.com
In this episode, Dr. Jill and Lyme expert Nicole Bell delve into the intricate world of tick-borne illnesses and their impact on neurological conditions. Our guest shares personal experiences and insights into the challenges of diagnosis and treatment, highlighting the importance of understanding root causes and the role of pathogens. Related Product: https://www.drjillhealth.com/products/dr-jill-health%C2%AE-tick-bite-prevention-protocol-1 Dr. Jill Health® - Tick Bite Prevention Protocol
In this episode, Jeff Francis, Vice President of Finance and CFO of Nebraska Methodist Health System, shares insights on the top trends shaping healthcare finance, including AI, cost management, and denials prevention. He also discusses strategic growth initiatives, workforce optimization, and his vision for the system's future.This episode is sponsored by Altera Digital Health (https://www.linkedin.com/company/altera-health/). Learn more about Paragon®, their cloud-native SaaS solution designed for rural, critical access and community hospitals here: https://www.linkedin.com/products/altera-health-paragon%C2%AE/
In this episode of the Know Your Why Podcast, Dr. Jason Balara sits down with David Flores Wilson, co-founder and managing partner at Sincerus Advisory, to explore the foundational role of financial literacy in entrepreneurship and wealth building. David shares practical insights on business formation pitfalls, the importance of early exit planning, and how Qualified Small Business Stock (QSBS) can significantly impact business sales and tax outcomes. The conversation goes beyond numbers, addressing the emotional weight of selling a business, the complexity of family business succession, and the personal planning required for life after an exit. David advocates for long-term financial education as a tool to empower business owners, families, and communities alike.Key Highlights:- QSBS offers powerful tax advantages—if you plan early and correctly.- Many entrepreneurs underestimate the emotional toll of exiting a business.- Family dynamics can make or break a succession plan.- Poor business formation decisions can result in major financial setbacks.- Exit planning should be integrated from the earliest stages of entrepreneurship.- Preparing for what comes after the sale is just as important as the sale itself.- Personalized financial strategies increase valuation and post-exit success.- Business owners need both a tactical and emotional roadmap for transition.This episode of the Know Your Why Podcast delivers a clear message: financial literacy and early planning are non-negotiables for entrepreneurs aiming to build and protect wealth. Dr. Jason Balara and David Flores Wilson highlight the strategic—and deeply personal—elements of business planning, showing that exit success requires both numbers and nuance. Whether you're starting your first venture or preparing for a major sale, this episode offers critical insights that could shape your long-term financial future.Get in touch with David:Website: https://sincerusadv.com/LI: https://www.linkedin.com/in/david-flores-wilson-cfp%C2%AE-cfa-02b5a/If you want to know more about Dr. Jason Balara and the Know your Why Podcast:https://linktr.ee/jasonbalara Audio Track:Back To The Wood by Audionautix is licensed under a Creative Commons Attribution 4.0 license. https://creativecommons.org/licenses/Artist: http://audionautix.com/
Thank you to Ahrefs for sponsoring this episode. Learn about Ahrefs Marketing Platform's Site Explorer in Webmaster Tools and get started for freehttps://ahrefs.com/webmaster-tools?utm_source=CarolynHolzman&utm_medium=podcast&utm_campaign=partnerships&utm_content=Q2_2025Catching up in Linkedin this week was sobering reality. None of us like it - and the way past this is likely through it. I've had to pivot many times in my life after successfully creating various businesses. Its easy for human to think any pivot is just a fancy "quit". But is it?Marketing seems to be in flux for everyone - firmly convinced that all we have to do is change the bus and then we'll be golden for the next 15 years the way we have been the last.While local is being preserved for the moment - information and affiliate marketing seem to be lost causes because of AI - Gemini, Claude, Grok etc.Maybe this is a time for the rules of race car driving - what's behind us doesn't matter.Last week's episode - https://music.amazon.com/podcasts/e4c25d3a-4ca4-449d-8a6a-7f07b42c5413/episodes/02f34390-36a5-4509-929a-7c31fcfc29a7/confessions-of-an-seo%C2%AE-naver-what-it-seems---google's-latest-crawlerLooking for a TOC wordpress plugin that does NOT "confuse" Googlebots. We're close. https://carolynholzman.com/fix-the-canonical-scoring-in-helpful-content/Indexation Research - Crawl Or No Crawl Tools that I use and recommend:Indexzilla -https://www.indexzilla.io (indexing technology)GSC Tool -https://bit.ly/gsctoolAhrefs Marketing Platform - https://ahrefs.com/webmaster-tools?utm_source=CarolynHolzman&utm_medium=podcast&utm_campaign=partnerships&utm_content=Q2_2025Youtube Channel -Confessions of An SEO®https://g.co/kgs/xXDzBNf -------- Crawl or No Crawl Knowledge panelInterested in supporting this work and any seo testing?Subscribe to Confessions of an SEO® wherever you get your podcasts. Your subscribing and download sends the message that you appreciate what is being shared and helping others find Confessions of an SEO®An easy place to leave a review https://www.podchaser.com/podcasts/confessions-of-an-seo-1973881You can find me onCarolyn Holzman - LinkedinAmerican Way Media Google DirectlyAmericanWayMedia.com Consulting AgencyNeed Help With an Indexation Issue? - reach out Text me here - 512-222-3132Music from Uppbeathttps://uppbeat.io/t/doug-organ/fugue-stateLicense code: HESHAZ4ZOAUMWTUA
David Flores Wilson, CFA, CFP®, Managing Partner at Sincerus Advisory, where he helps entrepreneurs, tech professionals, and business owners build and protect their wealth, optimize business exits, and achieve financial freedom.Named an Investopedia Top 100 Financial Advisor (2019 & 2020), his financial expertise has been featured in CNBC, The New York Times, Kiplinger, and InvestmentNews. A Certified Exit Planning Advisor (CEPA®), he specializes in equity compensation planning, tax- efficient wealth strategies, and strategic philanthropy, ensuring his clients make informed financial decisions that align with their long-term goals. A graduate of UC Berkeley, he holds multiple financial credentials, including CFA, CFP®, AEP®, CEPA®, and CCFC. David represented Guam in the 1996 Atlanta Olympic Games and is an active member of Entrepreneur's Organization, the Estate Planning Council of NYC, and Advisors in Philanthropy, where he promotes financial literacy and impactful philanthropy.Passionate about continuous learning and personal growth, David enjoys traveling, reading, Brazilian Jiu-jitsu, yoga, and snowboarding in his free time. CONTACT DETAILS Email: dwilson@sincerusadv.com Company: Sincerus AdvisoryWebsite: https://sincerusadv.com/Social Media Address:LinkedIN - https://www.linkedin.com/in/david-flores-wilson-cfp%C2%AE-cfa-02b5a/ X - https://x.com/NYwealthadvisor Remember to SUBSCRIBE so you don't miss "Information That You Can Use." Share Just Minding My Business with your family, friends, and colleagues. Engage with us by leaving a review or comment. https://g.page/r/CVKSq-IsFaY9EBM/review Your support keeps this podcast going and growing.Visit Just Minding My Business Media™ LLC at https://jmmbmediallc.com/ to learn how we can help you get more visibility on your products and services.
Stand by Model FAs! Today I am sitting down with Jason L. Smith, founder of JL Smith and Prosperity Capital Advisors, to chat about his journey in the financial industry. Jason shares his early aspirations, setbacks, and eventual success in holistic wealth management. He discusses the evolution of his financial planning process, the "bucket plan," and its impact on clients. Jason also explains the "tax trilogy" of services: tax planning, tax management, and tax preparation. He emphasizes the importance of documenting processes, building a strong team, and differentiating through tax services. David highlights the success of merging tax practices with financial planning, citing a client who grew assets from $160 million to over $800 million. In this episode: The Holistic Wealth Management Approach The Bucket Plan: Time-Segmented Financial Planning Tax Trilogy: A Strategic Financial Framework Team and Process: Scaling Your Financial Practice Client-Centric Wealth Creation === Connect with Jason: Website: https://www.jlsmithgroup.com/ LinkedIn: https://www.linkedin.com/in/jason-l-smith-cep%C2%AE-bpc-b998ab14/ About the Model FA Podcast The Model FA podcast is a show for fiduciary financial advisors. In each episode, our host David DeCelle sits down with industry experts, strategic thinkers, and advisors to explore what it takes to build a successful practice — and have an abundant life in the process. We believe in continuous learning, tactical advice, and strategies that work — no “gotchas” or BS. Join us to hear stories from successful financial advisors, get actionable ideas from experts, and re-discover your drive to build the practice of your dreams. Did you like this conversation? Then leave us a rating and a review in whatever podcast player you use. We would love your feedback, and your ratings help us reach more advisors with ideas for growing their practices, attracting great clients, and achieving a better quality of life. While you are there, feel free to share your ideas about future podcast guests or topics you'd love to see covered. Our Team: President of Model FA, David DeCelle If you like this podcast, you will love our community! Join the Model FA Community on Facebook to connect with like-minded advisors and share the day-to-day challenges and wins of running a growing financial services firm.
After dedicating 35 years to Human Resources in government, Karla Hill, SPHR, SHRM-SCP, made a bold move—not to slow down, but to start fresh. Now the founder of GPS Career and Strategies, Karla is focused on helping professionals gain clarity, confidence, and control over their career paths. In this episode of Got Clutter? Get Organized!, Karla shares why she transitioned from HR leadership to career empowerment, what it really means to declutter your professional life, and how to navigate change with intention—especially as we enter the second half of the year. Whether you're facing uncertainty, ready for a new role, or simply seeking better balance, Karla offers practical insights and mindset shifts to help you optimize your career. Plus, she shares her personal routines that keep her focused, grounded, and ready to serve others. Key Topics: • What to let go of to move forward professionally • Tips for career clarity in Q3 and beyond • Daily and weekly habits for managing life with intention • How to take control of your next professional chapter Ready to reset your career path? Tune in and take the first step with Karla Hill. Connect with Karla Hill: Website: https://karlahill.com/ LinkedIn: https://www.linkedin.com/in/karla-hill-ms-sphr-shrm-scp-mbti%C2%AE-916a6712/ Email: KarlaYHill@gmail.com Phone: 215-802-0050 Listen to entire audio episode: https://gotcluttergetorganized.com/
What does it really take to build wealth that lasts? It starts with mastering the fundamentals.Using a football analogy to break down the path to financial success, David explains how everyone—regardless of where they start—can move the ball forward. David Flores Wilson is a Certified Exit Planning Advisor (CEPA), financial planner, and founder of a New York-based advisory firm that supports entrepreneurs, business owners, and families in crafting and executing personalized financial strategies. With over 25 years in the financial services industry, David breaks down the five essential pillars of financial literacy—and how applying them can significantly increase your net worth over time.David shares practical strategies for saving, investing, managing debt, protecting assets, and minimizing taxes—whether you're at the beginning of your financial journey or preparing to exit a successful business. He also covers various investment strategies, the significance of real estate, and the advantages of personalized giving. David elaborates on exit planning for business owners, aligning their financial activities with their values and long-term goals. Key Takeaways:5:03 Why financial literacy is the true foundation of wealth 4:45 How to determine the right time to work with a financial planner 5:09 Real-life applications of the 5 pillars: save, invest, protect, manage debt, and reduce taxes8:22 What stocks, real estate, and entrepreneurship have in common—and how to choose your path15:46 The strategic value of philanthropic giving and impact investing 19:12 What business owners need to know about exit planning
Most insurance producers think they need more leads.What they actually need is more clarity.Clarity on:→ Who they serve→ Why they're different→ How they want to grow→ And who should be referring them businessIn this episode of Getting Past the Premium, Elliot Bassett sits down with Abby Arcishewsky, founder of Archway Strategy, to break down how producers can build intentional, strategic, revenue-driving sales systems — starting with their value proposition and referral process.If you're relying on COIs, but don't have a plan…If your value prop is vague or generic…Or if your business development is ad hoc instead of engineered…This episode is a masterclass in fixing all of it.You'll learn:✅ How to define your Ideal Client Persona (ICP) — and why generalists get referred junk✅ The 3 rules for qualifying great COIs (most people miss the last one)✅ How to reframe your intro to avoid the “I already have someone” objection✅ Why your value prop isn't working — and how to build one that pulls prospects in✅ How curated micro-events can 10X trust and drive high-conversion referrals✅ The COI referral scripting strategy that gives you control over your positioning
Shawn Ballinger (https://www.linkedin.com/in/shawn-ballinger-cfp%C2%AE-30834513/) is the Founder of Columbus Street Financial Planning, an Ohio-based, fee-only RIA overseeing $100 M in assets. After two decades advising high-net-worth families, Shawn launched his own firm in 2019 to prove that comprehensive wealth management shouldn't cost 1 % of a client's portfolio.A U.S. Army National Guard veteran and past President of the FPA of Central Ohio, Shawn now serves 75+ households on a complexity-based flat fee—delivering full-spectrum planning without the sticker shock.In this episode, Chris and Shawn discuss:Scaling from zero clients to $100 M AUM in five years on a flat-fee modelPricing tiers by complexity—and knowing when to raise feesOrganic growth through COIs, Kiwanis service, and community outreachWhy 50 % of great advising is client educationWhen a solo advisor should hire an intern, paraplanner, or full-time staffConnect with Shawn:LinkedIn: https://www.linkedin.com/in/shawn-ballinger-cfp%C2%AE-30834513/Website: https://columbusstreetfin.com/Email: shawn@columbusstreetfin.comMaximize your marketing, close more clients, and amplify your AUM by following us on:Instagram: https://instagram.com/ultrahighnetworthclientsTikTok: https://tiktok.com/ultrahighnetworthclientsYouTube: https://www.youtube.com/@uhnwcFacebook: https://www.facebook.com/UHNWCPodcastTwitter: https://twitter.com/uhnwcpodcastiTunes: https://podcasts.apple.com/au/podcast/ultra-high-net-worth-clients-with-chris-brodhead/id1569041400Spotify: https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDrWebsite: https://uhnwc.comWork with us: https://famousfounder.com/faDISCLAIMER: This content is provided by Chris Brodhead for general information purposes only. It is not an offer to buy or sell any securities or investments. Investing involves risk of loss. Discuss all decisions with a qualified advisor, considering your goals, needs, and risk tolerance.
Download Chris's FREE E-Book on “How To Find Ultra High Net Worth Clients" from https://UHNWC.com/ For over 20 years, Robert Schultz (https://www.robschultzwealth.com/) has dedicated his career to providing financial advice and services to physicians across the country, guiding them from residency through retirement. His passion for working with medical professionals has fostered trusting, long-lasting relationships that evolve with each physician's unique and growing practice. He is a Certified Financial Planner currently connected with Artisan Capital Partners, formerly NWF Advisory.In this episode, Chris and Robert discuss:1. Helping Clients Manage Saving vs. Spending Conflicts2. Growing Your Practice Through Educational Seminars3. Working with Negative Net Worth Clients4. How to Help Your Clients Transition from Debt to WealthLinkedIn: https://www.linkedin.com/in/rob-schultz-cfp%C2%AE-cdfa%C2%AE-9315513a/ Website: https://www.robschultzwealth.com/ https://www.artisancap.com/ Maximize your marketing, close more clients, and amplify your AUM by following us on: Instagram: https://instagram.com/ultrahighnetworthclients TikTok: https://tiktok.com/ultrahighnetworthclients YouTube: https://www.youtube.com/@uhnwcFacebook: https://www.facebook.com/UHNWCPodcast Twitter: https://twitter.com/uhnwcpodcast iTunes: https://podcasts.apple.com/au/podcast/ultra-high-net-worth-clients-with-chris-brodhead/id1569041400Spotify: https://open.spotify.com/show/4Guqegm2CVqkcEfMSLPEDrWebsite: https://uhnwc.com Work with us: https://famousfounder.com/fa DISCLAIMER: This content is provided by Chris Brodhead for the general public and general information purposes only. This content is not considered to be an offer to buy or sell any securities or investments. Investing involves the risk of loss and an investor should be prepared to bear potential losses. Investment should only be made after thorough review with your investment advisor considering all factors including personal goals, needs and risk tolerance.
I was super fortunate to host Joya Pavesi and Kevin Owens from RKW Residential on the podcast.- Joya is the President of Brand & Strategic Services.- Kevin is thie President of Property Management.In this conversation, we jumped into all of the exciting growth that's happening at RKW. Most recently, Alfred announced that they were merging RKW and Quarterra together which means that this team is officially entering hyper-growth mode.It was great to hear about the operating scale of RKW, the leadership and cultural principles that make this such an exceptional organization, and to learn more about Joya and Kevin personally.Be sure to find them on LinkedIn:https://www.linkedin.com/in/joya-pavesi/https://www.linkedin.com/in/kevin-owens-cpm%C2%AE-06910712/Learn more about RKW here: https://rkwresidential.com/