Podcasts about cepa

Did you know that the median retail investor spends only six minutes researching a stock before buying it? Most of that time is spent staring at a price chart—often just the current day's movement. Nick compares the limited “research” many individual investors conduct to the extensive analysis performed by Henssler's research analysts.K.C. then takes a closer look at the “One Big Beautiful Bill” that passed the House of Representatives just hours before we recorded. We discuss the revised State and Local Tax (SALT) deduction cap, the increased Child Tax Credit, and the proposed tax break on tip income. While the bill's fate in the Senate remains uncertain, it appears that many of Trump's 2017 tax cuts may be extended.Last Friday, after the market closed, Moody's became the third major credit rating agency to downgrade the U.S. government's debt rating. The cut comes at a time when global confidence in U.S. debt is wavering, and Congress is debating a tax bill that could further increase the national debt. We examine what this downgrade means and whether it reflects actual investment risk.After the break, D.J. breaks down Health Savings Accounts (HSAs) and explains why they're one of the most powerful tools for saving money—thanks to their unique triple tax benefit. While many people use HSAs to pay for health-care expenses as they arise, there are compelling advantages to covering those costs from other funds and allowing the HSA to accumulate, benefiting from tax-deferred growth over time.Join hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, and Kelly-Lynne Scalice, a seasoned communicator and host, on Henssler Money Talks as they explore key financial strategies to help investors navigate market uncertainty.Henssler Money Talks — May 24, 2025  |  Season 39, Episode 21Timestamps and Chapters4:38: Impulse Investors26:31: House Approves One Big Beautiful Bill33:06: Moody's Downgrade39:50: Economic News45:37: HSAs: Triple Tax BenefitFollow Henssler:  Facebook: https://www.facebook.com/HensslerFinancial/ YouTube:  https://www.youtube.com/c/HensslerFinancial LinkedIn: https://www.linkedin.com/company/henssler-financial/ Instagram: https://www.instagram.com/hensslerfinancial/ TikTok: https://www.tiktok.com/@hensslerfinancial?lang=en X: https://www.x.com/hensslergroup  “Henssler Money Talks” is brought to you by Henssler Financial. Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/ 

Edition No145 | 23-05-2025 - Julia Davis has penned a superb article, published on CEPA's website. She describes the Kremlin's propagandists as being in ebullient mood as they anticipate the disengagement of the US from mediating in the Ukraine conflict. This is what they wanted all along, and Trump is threatening to give them exactly what they were craving. Normalization on the world stage, and absolute impunity to continue the war. Don't look to the sterile public statements and press releases to understand the mind and mood of the Kremlin, states Julia Davis, but listen to its highly paid propagandists in the state-controlled TV studios. They are regularly briefed by the Kremlin's handlers on what they can and can't say, and the scripted narratives of TV discussions are highly choreographed to show the regime's views and aims, and where any internal doubts exist, the debate traces the outlines and boundaries of the potential directions under discussion. The May 19th phone conversation between Putin and Trump about a possible peace deal in Ukraine is a classic case in point. The US administration gave a positive, if distant view of a potential peace negotiation. Holding out a whisp of hope for future renewal of dialogue. The Russian take, on the other hand, was the same as it has always been. Russian state television repeatedly stated that Moscow has no interest in a ceasefire or peace — unless it amounts to Ukraine's full and unconditional capitulation. No change in policy, or actions supporting it.----------LINK:https://cepa.org/article/russia-to-ukraine-you-want-a-ceasefire-and-i-want-you-dead/----------Your support is massively appreciated!SILICON CURTAIN LIVE EVENTS - FUNDRAISER CAMPAIGNEvents in 2025 - Advocacy for a Ukrainian victory with Silicon CurtainNEXT EVENTS - LVIV, KYIV AND ODESA THIS MAY.https://buymeacoffee.com/siliconcurtain/extrasOur first live events this year in Lviv and Kyiv were a huge success. Now we need to maintain this momentum, and change the tide towards a Ukrainian victory. The Silicon Curtain Roadshow is an ambitious campaign to run a minimum of 12 events in 2025, and potentially many more. We may add more venues to the program, depending on the success of the fundraising campaign.https://buymeacoffee.com/siliconcurtain/extrasWe need to scale up our support for Ukraine, and these events are designed to have a major impact. Your support in making it happen is greatly appreciated. All events will be recorded professionally and published for free on the Silicon Curtain channel. Where possible, we will also live-stream events.https://buymeacoffee.com/siliconcurtain/extras----------SILICON CURTAIN FILM FUNDRAISERA project to make a documentary film in Ukraine, to raise awareness of Ukraine's struggle and in supporting a team running aid convoys to Ukraine's front-line towns.https://buymeacoffee.com/siliconcurtain/extras----------SUPPORT THE CHANNEL:https://www.buymeacoffee.com/siliconcurtainhttps://www.patreon.com/siliconcurtain----------TRUSTED CHARITIES ON THE GROUND:Save Ukrainehttps://www.saveukraineua.org/Superhumans - Hospital for war traumashttps://superhumans.com/en/UNBROKEN - Treatment. Prosthesis. Rehabilitation for Ukrainians in Ukrainehttps://unbroken.org.ua/Come Back Alivehttps://savelife.in.ua/en/Chefs For Ukraine - World Central Kitchenhttps://wck.org/relief/activation-chefs-for-ukraineUNITED24 - An initiative of President Zelenskyyhttps://u24.gov.ua/Serhiy Prytula Charity Foundationhttps://prytulafoundation.orgNGO “Herojam Slava”https://heroiamslava.org/kharpp - Reconstruction project supporting communities in Kharkiv and Przemyslhttps://kharpp.com/NOR DOG Animal Rescuehttps://www.nor-dog.org/home/-----------

“Henssler Money Talks” hosts Nick Antonucci, CVA, CEPA, K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, consider how artificial intelligence is transforming industries—and if the electric utility sector is next? As data centers power the future, utilities may see rising demand and revenue. But is this a strategic move or just market timing in disguise?Original Air Date: May 17, 2025Read the Article: https://www.henssler.com/electric-utilities-and-ai-strategic-opportunity-or-market-timing 

 We kick off with the latest developments in U.S.–China trade talks. The government just cut tariffs by 115%, effectively returning us to the original 30% rate where this economic game of chicken began. Is this The Art of the Deal in action—persistence, bluffing, and pushing boundaries to secure favorable “deals”? Next, AMC is trying to lure movie buffs back to theaters with half-price tickets on Wednesdays—just in time for the summer blockbuster season. We dive into the state of the cinema industry, how box office performance stacks up against broader consumer spending trends, and whether COVID has permanently changed how we watch movies. After the break, we explore the question: Does the energy demand of AI make electric utilities a potential investment play? One investor wonders if AI is a boon for individual electric companies—or if the better move is gaining exposure through a sector fund or ETF. Circling back to Trump-style deals, we examine what Republicans are proposing for the 2025 tax package—including a tax exemption for tipped income, an income tax carve-out for overtime pay, and a potential increase in the SALT deduction. To wrap up, we tackle the persistent lack of transparency in medical billing—particularly timely as UnitedHealth Group faces a federal investigation into Medicare fraud. Join hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, and Kelly-Lynne Scalice, a seasoned communicator and host, on Henssler Money Talks as they explore key financial strategies to help investors navigate market uncertainty. Henssler Money Talks — May 17, 2025  |  Season 39, Episode 20 Timestamps and Chapters 5:49: Art of the Trade Deal 15:58: AMC's Curtain Call 32:35: AI's Power Play 39:13: Tax Free Tips 45:53: The Cost of Care Follow Henssler:  Facebook: https://www.facebook.com/HensslerFinancial/ YouTube:  https://www.youtube.com/c/HensslerFinancial LinkedIn: https://www.linkedin.com/company/henssler-financial/ Instagram: https://www.instagram.com/hensslerfinancial/ TikTok: https://www.tiktok.com/@hensslerfinancial?lang=en X: https://www.x.com/hensslergroup  “Henssler Money Talks” is brought to you by Henssler Financial. Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/ 

HEADLINES:♦ US and UAE Sign Partnership to Build Largest Data Center Complex Outside of the US♦ Emirates in Talks With SpaceX to Bring Starlink Wi-Fi Onboard Widebody Fleet♦ UAE-Jordan CEPA Takes Effect, Set to Boost Bilateral Trade to $8 Billion by 2032♦ Etihad Rail Passenger Service to Launch in 2026, Transforming UAE Travel

Join us for an exclusive episode of the Exit is Now podcast, broadcasting from the highly anticipated Exit Planning Summit. Scott Snider sits down with Joe Seetoo, Rick Krebs, and Rich Jackim for a special look at what success means from multiple perspectives. Joe shares what it's like to be recognized as an industry leader and talks about his new magazine tailored for business owners. Rick dives into his chapter-focused work and how he's creating unique experiences for people. And Rich—one of the original founders of EPI—reflects on the early days of the movement and what's shaped its evolution.Want to learn more? Go to: https://linktr.ee/theexitplanninginstituteConnect with Scott: https://www.linkedin.com/in/scott-snider-epi/============================================SUBSCRIBE TO THE PODCAST:Apple Podcasts: https://podcasts.apple.com/us/podcast/exit-is-now-plan-accordingly-with-scott-snider/id1663050204Spotify: https://open.spotify.com/show/0iXzdvQN1ApWPOk3rVytFR============================================CONNECT WITH SCOTT ON SOCIAL MEDIA   YouTube: https://www.youtube.com/channel/UC_Eh7TfhJHKRa5uc5R0uRgAFacebook: https://www.facebook.com/Exit-Planning-Institute-608403729259835Website: https://exit-planning-institute.org#ExitPlanningInstitute #ScottSnider #Podcast============================================About Scott:Scott Snider is the President of the Exit Planning Institute (EPI) and the Operating Partner of Snider Premier Growth, a small family investment company.  At EPI, Scott is responsible for the strategic direction of the organization along with overseeing the company's operations and chapter development. Since joining EPI, Scott has expanded the organization regionally, nationally, and globally, providing a transformational educational experience to advisors from all specialties across the globe.Scott Snider is a nationally recognized industry leader, growth specialist, and lifetime entrepreneur.  Two of Snider's biggest talents: market penetration and rapid growth strategies. As the operational and strategic leader of EPI, Snider thrives on helping advisors learn how to educate clients, achieve market distinction, and deliver real results.

PRIXLINE ✅ Certificado de profesionalidad en el CEPA Síguenos en Telegram https://t.me/prixliners aumentamos la Inteligencia Colectiva y desde allí te ayudamos gratuitamente Información de los Cursos PRIXLINE ✅ para trabajar en España http://PRIX.com/contacto Encuentras más contenido en: YouTube: https://bit.ly/2OO6b7z Spotify: http://bit.ly/prixline Instagram: http://instagram.com/prixline/ X: http://twitter.com/prixline TikTok: http://prixline.TV ¡Ponte a trabajar! http://linkedIn.com/company/prixline iVoox: https://bit.ly/2quBv5z ❤️ Spreaker: https://bit.ly/2QKseAJ Anchor: http://anchor.fm/PRIXLINE Apple Podcasts (Orientación): https://apple.co/2P6AtnU Apple Podcasts (Cursos): https://apple.co/2Imyg7o Pinterest: http://pinterest.com/prixline/

 It was a strong week for the markets, with the S&P 500 posting solid gains, driven by upbeat economic data and a newly announced trade deal between the U.S. and the U.K. The April jobs report surpassed expectations, with steady unemployment, while the Federal Reserve held interest rates steady, citing caution amid shifting global conditions. We also dive into what it really means to work with a financial adviser—K.C. likens it to a financial root canal, digging into every aspect of your financial life to build a customized plan. Plus, if you're rolling over a 401(k), should you reinvest all at once or ease in with dollar-cost averaging? We break down the pros, cons, and emotions behind each strategy. And finally, fintech firms are offering flashy high-yield savings accounts—but are they too good to be true? We explore what's real, what's risky, and the questions you should ask before chasing higher returns. Join hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, and Kelly-Lynne Scalice on Henssler Money Talks as they explore key financial strategies to help investors navigate market uncertainty. Henssler Money Talks — May 10, 2025  |  Season 39, Episode 19 Timestamps and Chapters 4:00: Solid week buoyed by trade deal and April jobs report 16:15: Engaging with a financial adviser 34:26: All in at once or dollar-cost average? 43:56: Fintech: Shaking up the savings game Follow Henssler:  Facebook: https://www.facebook.com/HensslerFinancial/ YouTube:  https://www.youtube.com/c/HensslerFinancial LinkedIn: https://www.linkedin.com/company/henssler-financial/ Instagram: https://www.instagram.com/hensslerfinancial/ TikTok: https://www.tiktok.com/@hensslerfinancial?lang=en X: https://www.x.com/hensslergroup  “Henssler Money Talks” is brought to you by Henssler Financial. Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/ 

Identifying, developing, and empowering the right people can make all the difference in building a thriving financial practice. Take it from Jason L Smith, author of The Rainmaker Multiplier: How to Create a Self-Sustaining, Scalable Financial Planning Business. Join host Matt Seitz, Chief Marketing Officer at C2P, as he continues his conversation with Jason on the key themes behind the book and The Rainmaker Multiplier process. Learn how Jason's strategic hires like Jeff Warnkin, CFP, CPA, NSSA, BPC, Senior Wealth Manager, and Bryan Bibbo, AIF, NSSA, BPC, CEPA, now President and CFO, transformed JL Smith through their distinct but complementary strengths. Plus, discover the critical importance of "backstage players" who make everything possible behind the scenes. Tune in to learn more about practical frameworks for talent development, including the proven five-rung advisor career path that has helped numerous financial practices scale successfully.Resources:Books referenced: The Rainmaker Multiplier: How to Create a Self-Sustaining, Scalable Financial Planning Business by Jason L SmithThe Bucket Plan®: Protecting and Growing Your Assets for a Worry-Free Retirement by Jason L Smith Getting Naked: A Business Fable About Shedding The Three Fears That Sabotage Client Loyalty by Patrick LencioniProcess referenced: The Bucket Plan® philosophyTraining referenced: The Teamwork Movement Live Training Free Toolkit: The Rainmaker Multiplier Toolkit (includes bonus chapters and templates)The Ensemble Practice program referenced: G2 Leadership InstituteBusiness coaching program referenced: Strategic Coach

We're breaking down the price-to-earnings ratio—one of the most popular ways investors try to gauge if a stock is a good buy. Join hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, as they explain that P/E isn't a silver bullet; interest rates, earnings growth, and market dynamics all play a big role in what that number really means.Original Air Date: May 3, 2025Read the Article: https://www.henssler.com/valuing-stocks-in-a-changing-market-the-role-of-p-e-ratios-in-2025 

In this week's market discussion, we kick things off with listener questions on historical price-to-earnings (P/E) ratios—specifically, whether there are “new norms” for determining if a stock is overvalued—and how the rise in gold over the past 50 years compares to major stock indices.We also cover the recent market volatility and the factors driving investor sentiment, examining both hard data like the first estimate of first-quarter GDP and soft data such as consumer confidence. We wrap up with a review of key economic reports to assess the broader economic outlook.After the break, our financial experts walk through three real-world scenarios involving required minimum distributions (RMDs). From retirees who don't need the income to those who rely on RMDs to fund living expenses, we explore strategic approaches to managing these mandatory withdrawals. Whether you're looking to reduce taxes, preserve assets, or align your RMDs with your overall financial goals, our planners offer practical advice for common situations.Join hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, and Kelly-Lynne Scalice on Henssler Money Talks as they explore key financial strategies to help investors navigate market uncertainty.Henssler Money Talks — May 3, 2025  |  Season 39, Episode 18Timestamps and Chapters 6:45: Why are Investors excited about a P/E of 24?24:17: Comparing the rise in gold to the major indices from 1971—202530:40: Economic Data: GDP, Consumer Sentiment, Earnings 40:21: Navigating Required Minimum Distributions (RMDs)Follow Henssler:  Facebook: https://www.facebook.com/HensslerFinancial/ YouTube:  https://www.youtube.com/c/HensslerFinancial LinkedIn: https://www.linkedin.com/company/henssler-financial/ Instagram: https://www.instagram.com/hensslerfinancial/ TikTok: https://www.tiktok.com/@hensslerfinancial?lang=en X: https://www.x.com/hensslergroup  “Henssler Money Talks” is brought to you by Henssler Financial. Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/ 

In this episode of "The Exit is Now" podcast, host Scott Snider sits down with Kris Snyder to go back to the early days of Vox Mobile. While many know him today through Ninety, they discuss how carving out Vox from another company led to lasting growth, what it was like to build through a recession, and key lessons from his first venture-backed business.Want to learn more? Go to: https://linktr.ee/theexitplanninginstituteConnect with Scott: https://www.linkedin.com/in/scott-snider-epi/============================================SUBSCRIBE TO THE PODCAST:Apple Podcasts: https://podcasts.apple.com/us/podcast/exit-is-now-plan-accordingly-with-scott-snider/id1663050204Spotify: https://open.spotify.com/show/0iXzdvQN1ApWPOk3rVytFR============================================CONNECT WITH SCOTT ON SOCIAL MEDIA   YouTube: https://www.youtube.com/channel/UC_Eh7TfhJHKRa5uc5R0uRgAFacebook: https://www.facebook.com/Exit-Planning-Institute-608403729259835Website: https://exit-planning-institute.org#ExitPlanningInstitute #ScottSnider #Podcast============================================About Scott:Scott Snider is the President of the Exit Planning Institute (EPI) and the Operating Partner of Snider Premier Growth, a small family investment company.  At EPI, Scott is responsible for the strategic direction of the organization along with overseeing the company's operations and chapter development. Since joining EPI, Scott has expanded the organization regionally, nationally, and globally, providing a transformational educational experience to advisors from all specialties across the globe.Scott Snider is a nationally recognized industry leader, growth specialist, and lifetime entrepreneur.  Two of Snider's biggest talents: market penetration and rapid growth strategies. As the operational and strategic leader of EPI, Snider thrives on helping advisors learn how to educate clients, achieve market distinction, and deliver real results.

Nearly half of U.S. parents are still footing the bill for Gen Z and millennials—shelling out an average of $1,500 a month. Join hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, as they unpack the latest data, explore why working-age Gen Z is receiving the most support, and ask: How is it impacting parents' annual spending and financial plans? Original Air Date: April 26, 2025Read the Article: https://www.henssler.com/financial-support-for-adult-children-a-hidden-drain-on-retirement-savings 

Nearly half of U.S. parents are still footing the bill for Gen Z and Millennials—shelling out an average of $1,500 a month. We'll unpack the latest data, explore why working-age Gen Z are getting the most help, and ask: How is it affecting annual spending and their financial plan?Piggybacking off of supporting your adult children, we're also diving into the disconnect between record-breaking wealth and the everyday financial stress so many Americans still feel. From booming 401(k)s and soaring home equity to empty checking accounts and rising costs, we'll explore why the numbers on paper don't match the mood in the streets.Join hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, and Kelly-Lynne Scalice on Henssler Money Talks as they explore key financial strategies to help investors navigate market uncertainty.Henssler Money Talks — April 26, 2025  |  Season 39, Episode 17Timestamps and Chapters5:07: Are Parents Becoming Their Adult Kids' ATM?29:19: America is Wealthier Than Ever—But Why Doesn't It Feel Like It? Follow Henssler:  Facebook: https://www.facebook.com/HensslerFinancial/ YouTube:  https://www.youtube.com/c/HensslerFinancial LinkedIn: https://www.linkedin.com/company/henssler-financial/ Instagram: https://www.instagram.com/hensslerfinancial/ TikTok: https://www.tiktok.com/@hensslerfinancial?lang=en X: https://www.x.com/hensslergroup  “Henssler Money Talks” is brought to you by Henssler Financial. Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/ 

Nick Antonucci, CVA, CEPA, and D.J. Barker, CWS®, join K.C. Smith, CFP®, CEPA, who brings together his two favorite topics: college sports and finance. Nico Iamaleava was essentially forced off the University of Tennessee's football team over a dispute tied to an NIL agreement. He potentially lost millions before ever seeing a dime—which begs the question: what kind of financial advice was he getting? We explore why having the right team around you—financially and personally—is more important than ever. Whether you're an athlete, a business owner, or just trying to make smart money moves, this conversation matters. 

With tariff headlines changing by the day, it's tempting to react—but that could be a costly mistake. We'll break down why chasing policy noise is a fool's game, why our stance at Henssler remains grounded in facts not forecasts, and how our Henssler Ten Year Rule is designed to help you ride out this kind of manufactured volatility. Despite ongoing uncertainty and speculation about a potential slowdown, the hard economic data remains resilient. We break down the latest economic reports, including the Consumer Price Index, the Federal Reserve's March meeting minutes, the Producer Price Index, and recent consumer sentiment readings.After the break, K.C. brings together his two favorite topics: college sports and finance. Nico Iamaleava was essentially forced off the University of Tennessee's football team over a dispute tied to an NIL agreement. He potentially lost millions before ever seeing a dime—which begs the question: what kind of financial advice was he getting? We explore why having the right team around you—financially and personally—is more important than ever. Whether you're an athlete, a business owner, or just trying to make smart money moves, this conversation matters.Join hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, and Kelly-Lynne Scalice on Henssler Money Talks as they explore key financial strategies to help investors navigate market uncertainty.Henssler Money Talks — April 19, 2025  |  Season 39, Episode 16Timestamps and Chapters3:02: Chasing Policy Noise is a Fool's Game21:57: Market Update: CPI, Fed Minutes, PPI, and Consumer Sentiment37:18: Financial Lessons from NCAA and NIL Agreements Follow Henssler:  Facebook: https://www.facebook.com/HensslerFinancial/ YouTube:  https://www.youtube.com/c/HensslerFinancial LinkedIn: https://www.linkedin.com/company/henssler-financial/ Instagram: https://www.instagram.com/hensslerfinancial/ TikTok: https://www.tiktok.com/@hensslerfinancial?lang=en X: https://www.x.com/hensslergroup  “Henssler Money Talks” is brought to you by Henssler Financial. Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/ 

In this episode of "The Exit Is Now" podcast, host Scott Snider sits down with Exit Planner of the Year, Amy Wirtz, to discuss the upcoming Exit Planning Summit at the Sunseeker Resort in Charlotte Harbor, Florida. Their discussion focuses on the latest industry trends and statistics that are shaping the world of exit planning. As the Summit approaches, it serves as a gathering point for professionals to exchange insights and dive into emerging topics that are critical for business owners and advisors alike. Join us for a preview of what's to come and an in-depth look at the trends you'll see discussed at the Exit Planning Summit.Want to learn more? Go to: https://linktr.ee/theexitplanninginstituteConnect with Scott: https://www.linkedin.com/in/scott-snider-epi/============================================SUBSCRIBE TO THE PODCAST:Apple Podcasts: https://podcasts.apple.com/us/podcast/exit-is-now-plan-accordingly-with-scott-snider/id1663050204Spotify: https://open.spotify.com/show/0iXzdvQN1ApWPOk3rVytFR============================================CONNECT WITH SCOTT ON SOCIAL MEDIA   YouTube: https://www.youtube.com/channel/UC_Eh7TfhJHKRa5uc5R0uRgAFacebook: https://www.facebook.com/Exit-Planning-Institute-608403729259835Website: https://exit-planning-institute.org#ExitPlanningInstitute #ScottSnider #Podcast============================================About Scott:Scott Snider is the President of the Exit Planning Institute (EPI) and the Operating Partner of Snider Premier Growth, a small family investment company.  At EPI, Scott is responsible for the strategic direction of the organization along with overseeing the company's operations and chapter development. Since joining EPI, Scott has expanded the organization regionally, nationally, and globally, providing a transformational educational experience to advisors from all specialties across the globe.Scott Snider is a nationally recognized industry leader, growth specialist, and lifetime entrepreneur.  Two of Snider's biggest talents: market penetration and rapid growth strategies. As the operational and strategic leader of EPI, Snider thrives on helping advisors learn how to educate clients, achieve market distinction, and deliver real results.

It has been a wild ride in the markets since “Liberation Day.” With global reactions to Trump's aggressive tariff plan, intraday swings ranging from 2% to 10%, and a surprise 90-day suspension of tariffs, the volatility is far from over.In this episode, we discuss Trump's escalating trade war with China, the massive moves in the bond markets, what we're hearing from companies ahead of earnings season, and how the Henssler Ten Year Rule helped keep investors in the market during the tariff turmoil.However, if you're experiencing market fatigue after tracking every move all week, we also have a lighter episode we're publishing this week where we explore the returns from buying and selling collectibles—and whether you can beat the S&P.Join hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, and Kelly-Lynne Scalice on Henssler Money Talks as they explore key financial strategies to help investors navigate market uncertainty.Henssler Money Talks — April 12, 2025  |  Season 39, Episode 15Follow Henssler:  Facebook: https://www.facebook.com/HensslerFinancial/ YouTube:  https://www.youtube.com/c/HensslerFinancial LinkedIn: https://www.linkedin.com/company/henssler-financial/ Instagram: https://www.instagram.com/hensslerfinancial/ TikTok: https://www.tiktok.com/@hensslerfinancial?lang=en X: https://www.x.com/hensslergroup  “Henssler Money Talks” is brought to you by Henssler Financial. Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/ 

Special guest Jacob Keen, CFA, Henssler's Director of Investments, joins Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, to take a deep dive into Henssler's portfolio strategy, explaining how diversification plays a crucial role in managing risk. Original Air Date: April 5, 2025 Read the Article: https://www.henssler.com/building-a-resilient-portfolio-the-case-for-diversification 

The Prez went 1-1 with Minna Ålander who came back to the bunker to discuss the consequences of the new German Chanceller, Ukraine and the great orange elephant in the room. Minna works at Chatham House and CEPA and focuses on NATO, Northern European security and arctic security and also German-Finnish relations and security.  SUPPORT THE CHANNEL - BUY MASTER STRATEGIST MERCH and DARHT's BOOKS EU shop: https://darths-eu-webshop-shop.fourthwall.com/en-usd/ US/Canada/worldwide: https://darthputin-shop.fourthwall.com Buy me a coffee https://buymeacoffee.com/inthebunkerwithdarth   Katie twitter: https://x.com/kshmatsina Darth twitter: https://x.com/DarthPutinKGB Darth Bluesky: https://bsky.app/profile/darthputinkg... Katie Bluesky: https://bsky.app/profile/katiebelarus...  

In this episode, we dive into Trump's proclaimed ‘Liberation Day,' a bold move that slapped tariffs ranging from 10% to 90% on key imports—aimed at reshaping trade relationships, addressing imbalances, and bolstering domestic manufacturing. Joining us is special guest Jacob Keen, CVA, Henssler's Director of Investments, who not only unpacks the potential market impact of these tariffs but also takes us inside Henssler's portfolio strategy, explaining how diversification plays a crucial role in managing risk.After the break, we continue the conversation, exploring the broader economic implications of these tariffs and what they could mean for businesses, investors, and consumers in the months ahead.Join hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, and Kelly-Lynne Scalice on Henssler Money Talks as they explore key financial strategies to help investors navigate market uncertainty.Henssler Money Talks — April 5, 2025  |  Season 39, Episode 14Timestamps and Chapters3:35: Liberation Day: Reciprocal Tariffs and Trade Policy24:28: Portfolio Construction and Diversification42:30 Broad Economic Implications of TariffsFollow Henssler:  Facebook: https://www.facebook.com/HensslerFinancial/ YouTube:  https://www.youtube.com/c/HensslerFinancial LinkedIn: https://www.linkedin.com/company/henssler-financial/ Instagram: https://www.instagram.com/hensslerfinancial/ TikTok: https://www.tiktok.com/@hensslerfinancial?lang=en X: https://www.x.com/hensslergroup  “Henssler Money Talks” is brought to you by Henssler Financial. Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/ 

In this episoide of "The Exit is Now" podcast, host Scott Snider sits down with KC McKenna, President of St. Edwards High School, to talk culture, next generation leadership, and how McKenna is a business owner in his own sense. Together, they deep dive into what makes a culture and how fostering that culture can create a workplace employees want to be in.Want to learn more? Go to: https://linktr.ee/theexitplanninginstituteConnect with Scott: https://www.linkedin.com/in/scott-snider-epi/============================================SUBSCRIBE TO THE PODCAST:Apple Podcasts: https://podcasts.apple.com/us/podcast/exit-is-now-plan-accordingly-with-scott-snider/id1663050204Spotify: https://open.spotify.com/show/0iXzdvQN1ApWPOk3rVytFR============================================CONNECT WITH SCOTT ON SOCIAL MEDIA   YouTube: https://www.youtube.com/channel/UC_Eh7TfhJHKRa5uc5R0uRgAFacebook: https://www.facebook.com/Exit-Planning-Institute-608403729259835Website: https://exit-planning-institute.org#ExitPlanningInstitute #ScottSnider #Podcast============================================About Scott:Scott Snider is the President of the Exit Planning Institute (EPI) and the Operating Partner of Snider Premier Growth, a small family investment company.  At EPI, Scott is responsible for the strategic direction of the organization along with overseeing the company's operations and chapter development. Since joining EPI, Scott has expanded the organization regionally, nationally, and globally, providing a transformational educational experience to advisors from all specialties across the globe.Scott Snider is a nationally recognized industry leader, growth specialist, and lifetime entrepreneur.  Two of Snider's biggest talents: market penetration and rapid growth strategies. As the operational and strategic leader of EPI, Snider thrives on helping advisors learn how to educate clients, achieve market distinction, and deliver real results.

Christian Muntean is a business strategist and leadership expert with a proven record of solving complex challenges. As founder of Vantage Consulting, he has led organizations through major transformations focused on growth and efficiency. His global experience spans over 40 countries in disaster relief and community development.Christian holds a master's in organizational leadership from Eastern University and is a master coach, CEPA, and IM&A expert. Featured in Forbes.com and a member of the Million Dollar Consulting Hall of Fame, he specializes in leadership identity, resilience, high-performance teams, and sustainable leadership development. Christian is an ideal guest for podcasts aimed at owners, executives, and board members dedicated to ethical leadership, employee well-being, and community impact.Discover powerful leadership lessons from disaster zones with Christian and Ken. Hear how international disaster relief shaped Christian's approach to leadership, team dynamics, and personal growth. Learn how strong leadership thrives under pressure and why empathy and resilience are key to success. From turning around organizations to navigating leadership transitions, this conversation is packed with actionable insights for leaders at every level. Whether you're growing a business or refining your leadership style, this video delivers takeaways you won't want to miss. Watch now and get inspired to lead with purpose!CHAPTERS:00:00 - Christian's Backstory02:19 - Leadership Impact on Team Dynamics04:26 - Importance of Empathy in Leadership08:48 - Transitioning to Leadership Development11:52 - Starting a Business Journey17:27 - Personal Development Strategies19:31 - Current Focus and Activities20:53 - Writing Your First Book24:06 - Finding Clients Effectively34:41 - Train to Lead: Skills Development35:35 - Leadership Growth Path Explained38:36 - Owner Mindset for Success39:35 - Working on Mindset and Business Growth41:25 - Outrohttps://www.linkedin.com/in/christianmuntean/https://mailchi.mp/christianmuntean.com/traintoleadhttps://www.christianmuntean.com/ABOUT OUR HOST:Ken Eslick is an Entrepreneur, Author, Podcaster, Tony Robbins Trainer, Life Coach, Husband of 35+ Years, and Grandfather. Ken currently spends his time as the President & Founder of The Leaders Lab where he and his team focus on Leadership Talent Acquisition. They get founders the next level C-Suite Leaders they need to go from being an Inc. Magazine 5000 fastest growing company to $100,000,000 + in revenue.  You can learn more about Ken and his team attheleaderslab.coListen to more episodes on Mission Matters:https://missionmatters.com/author/ken-eslick/#bemoreempatheticasaleader#organizationalbehavior#publicadministration#organizationaldynamics#executivecoaching

Watching the tariff war shift from day to day can give investors whiplash. On Henssler Money Talks, Nick Antonucci, CVA, CEPA, Director of Research, along with Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, discuss what tariffs are, their potential impact on businesses and consumers, and the administration's broader economic strategy. Are tariffs simply a tax on consumers, or are they a tool to encourage domestic production and strengthen the economy?Original Air Date: March 29, 2025Read the Article: https://www.henssler.com/understanding-tariffs-costs-consequences-and-the-bigger-picture  

MITOLOGOS a maggio: https://www.cogitoacademy.it/prodotto/seminario-mitologos-maggio/ Con il codice DAILYCOGITO7 puoi iniziare un percorso su Serenis per prenderti cura del tuo benessere mentale a un prezzo convenzionato. Scopri di più su https://bit.ly/serenisdufer ⬇⬇⬇SOTTO TROVI INFORMAZIONI IMPORTANTI⬇⬇⬇ LE FONTI CITATE 1) CSIS: https://www.csis.org/analysis/russias-shadow-war-against-west 2) CEPA: https://cepa.org/article/from-russia-to-italy-thats-not-amore/ Abbonati per live e contenuti esclusivi ➤➤➤ https://bit.ly/memberdufer I prossimi eventi dal vivo ➤➤➤ https://www.dailycogito.com/eventi Scopri la nostra scuola di filosofia ➤➤➤ https://www.cogitoacademy.it/ Racconta storie di successo con RISPIRA ➤➤➤ https://cogitoacademy.it/rispira/ Impara ad argomentare bene ➤➤➤ https://bit.ly/3Pgepqz Prendi in mano la tua vita grazie a PsicoStoici ➤➤➤ https://bit.ly/45JbmxX Il mio ultimo libro per Feltrinelli ➤➤➤ https://amzn.to/3OY4Xca La newsletter gratuita ➤➤➤ http://eepurl.com/c-LKfz Tutti i miei libri ➤➤➤ https://www.dailycogito.com/libri/ Il nostro podcast è sostenuto da NordVPN ➤➤➤ https://nordvpn.com/dufer #rickdufer #russia #guerra INSTAGRAM: https://instagram.com/rickdufer INSTAGRAM di Daily Cogito: https://instagram.com/dailycogito TELEGRAM: http://bit.ly/DuFerTelegram FACEBOOK: http://bit.ly/duferfb LINKEDIN: https://www.linkedin.com/pub/riccardo-dal-ferro/31/845/b14 -------------------------------------------------------------------------------------------- Chi sono io: https://www.dailycogito.com/rick-dufer/ -------------------------------------------------------------------------------------------- La musica della sigla è tratta da Epidemic Sound (author: Jules Gaia): https://epidemicsound.com/ - la voce della sigla è di CAROL MAG (https://www.instagram.com/carolmagmusic/) Learn more about your ad choices. Visit megaphone.fm/adchoices

Starting a business without an exit strategy? That's like boarding a plane without knowing the destination. If you think selling your business is something you figure out ‘later,' think again. This episode will change how you plan for the future. On this episode of The Liquid Lunch Project, we sit down with Wayne Zell—JD, CPA, tax expert, investment advisor, and the guy you wish was handling your financial future. Wayne breaks down the art of exit planning, why business owners should start thinking about their exit from day one, and how structuring your company correctly now can mean massive tax savings later.  Whether you're a startup founder, small business owner, or looking to acquire businesses yourself, this episode is packed with actionable insights that will help you secure your financial future. Episode Highlights: Why you should plan your business exit from the very beginning. How different business structures impact your ability to sell and minimize taxes. The power of Qualified Small Business Stock (QSBS) and how it can save you millions in taxes. Why a solid management team is key to transferable business value. The role of earnouts, reps & warranties insurance, and negotiation tactics in exit deals. How ESOPs can help with employee retention and tax efficiency—but why they aren't for everyone. The biggest mistakes business owners make when trying to sell their company. Who is Wayne? Wayne Zell is a seasoned attorney, CPA, and tax strategist specializing in business exit planning, estate planning, and tax law. With decades of experience, Wayne has helped countless entrepreneurs structure their businesses for growth, profitability, and—most importantly—a successful exit. He is also the author of Your Multi-Million Dollar Exit, a must-read for business owners thinking about the long game. Why Listen? If you're building a business with no clear exit plan, you're already behind. Tune in now and start planning your financial future. And if you want to go deeper, grab Wayne's book Your Multi-Million Dollar Exit and check out his content at waynezell.com.   Favorite Quote: "Your business is only worth what someone is actually willing to pay for it"   Connect with Wayne:   Website: https://www.waynezell.com Youtube: https://www.youtube.com/@ZellLaw/playlists Linkedin: https://www.linkedin.com/in/wayne-zell-5aa1147/ Facebook: https://www.facebook.com/blprt4wealth Apple Podcast: https://podcasts.apple.com/us/podcast/blueprint-for-wealth/id1610009178 Instagram: https://www.instagram.com/zelllaw     Like what you heard? Don't forget to subscribe, rate, and review!  

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Imagine being relatively confident that when you need to sell your investments for liquidity, the market would be up! On “Henssler Money Talks,” Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, explain our Henssler Ten Year Rule strategy, which allows investors to stay invested in the market through thick and thin. By securing 10 years of liquidity in fixed-income investments, investors can avoid selling stocks at a loss and give their portfolio time to recover, thus waiting out a down market.Original Air Date: March 22, 2025Read the Article: https://www.henssler.com/10-years-10-returns-the-strategy-that-outlasts-most-market-cycles  

Ghislain Gouraige, Partner at NewEdge Wealth, helps ultra-high-net-worth families and entrepreneurs navigate business transitions. Ghislain joins host Laurie Barkman to recap the firm's 2025 Onward Conference held at Carnegie Mellon University and valuable insights to help you prepare before a sale: Success factors to prepare personally and financially How to maximize business value Understanding M&A market trends and roll-up strategies Identifying target companies Characteristics that make industries attractive to consolidators Dive in for insights to preserve wealth, achieve your transition goals, and build a lasting legacy. ____________________________________  This Show is Sponsored by The Business Transition Sherpa® 100 percent of owners will leave their business one day. But few are prepared. Are you? Learn what every entrepreneur needs to know about making your business more scalable and sellable! ✨

We start with a detailed breakdown of the Henssler Ten Year Rule, explaining how it allows investors to weather downturns without selling equities. Then, we break down the latest market volatility, how inflation uncertainty is affecting the Producer Price Index and consumer Sentiment, and the Federal Reserve's decision to maintain monetary policy.In light of the recent volatility, we address the importance of diversification—across sectors, market capitalizations, domestic and international investments, and even tax structures—to help smooth volatility risk. After the break, we examine the impact of increasing longevity on financial planning, including the possibility that someday retirees may still have parents and even grandparents in retirement, reshaping how wealth transfers across generations.Join hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, and Kelly-Lynne Scalice on Henssler Money Talks as they explore key financial strategies to help investors navigate market uncertainty.Henssler Money Talks — March 22, 2025  |  Season 39, Episode 12Timestamps and Chapters12:30: The Henssler Ten Year Rule27:16: Market Roundup: Strong Economy Despite Falling Consumer Confidence38:12: Diversification53:12: Centenarians and Financial PlanningFollow Henssler:  Facebook: https://www.facebook.com/HensslerFinancial/ YouTube:  https://www.youtube.com/c/HensslerFinancial LinkedIn: https://www.linkedin.com/company/henssler-financial/ Instagram: https://www.instagram.com/hensslerfinancial/ TikTok: https://www.tiktok.com/@hensslerfinancial?lang=en X: https://www.x.com/hensslergroup “Henssler Money Talks” is brought to you by Henssler Financial. Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/ 

In this episode of The Exit is Now podcast, host Scott Snider sits down with Greg Merrill and Andrew Shantz to discuss deepening relationships with owners and cultivating the next generation of leaders within a company. Together, they explore how fostering trust, developing leadership, and aligning business priorities can create a foundation for sustainable success and growth.Want to learn more? Go to: https://linktr.ee/theexitplanninginstituteConnect with Scott: https://www.linkedin.com/in/scott-snider-epi/============================================SUBSCRIBE TO THE PODCAST:Apple Podcasts: https://podcasts.apple.com/us/podcast/exit-is-now-plan-accordingly-with-scott-snider/id1663050204Spotify: https://open.spotify.com/show/0iXzdvQN1ApWPOk3rVytFR============================================CONNECT WITH SCOTT ON SOCIAL MEDIA   YouTube: https://www.youtube.com/channel/UC_Eh7TfhJHKRa5uc5R0uRgAFacebook: https://www.facebook.com/Exit-Planning-Institute-608403729259835Website: https://exit-planning-institute.org#ExitPlanningInstitute #ScottSnider #Podcast============================================About Scott:Scott Snider is the President of the Exit Planning Institute (EPI) and the Operating Partner of Snider Premier Growth, a small family investment company.  At EPI, Scott is responsible for the strategic direction of the organization along with overseeing the company's operations and chapter development. Since joining EPI, Scott has expanded the organization regionally, nationally, and globally, providing a transformational educational experience to advisors from all specialties across the globe.Scott Snider is a nationally recognized industry leader, growth specialist, and lifetime entrepreneur.  Two of Snider's biggest talents: market penetration and rapid growth strategies. As the operational and strategic leader of EPI, Snider thrives on helping advisors learn how to educate clients, achieve market distinction, and deliver real results.

Original Air Date: March 15, 2025 From AI to GameStop to marijuana stocks, thematic investing has driven some of the hottest market trends in the last five years—but are these themes still delivering? The “Henssler Money Talks” show hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, look back at the biggest investment fads, how they've performed, and what investors can learn from the hype cycles. Read the Article: https://www.henssler.com/hot-trends-or-lasting-value-the-truth-about-thematic-investing  

En este episodio, conversamos con José Moro, fundador de la bodega Cepa 21, sobre su increíble trayectoria en el mundo del vino. Nos cuenta cómo fue su encuentro con el Papa, el impacto del sabotaje que destruyó 60,000 litros de su mejor vino y cómo superó ese desafío. Además, exploramos el nacimiento de Cepa 21 y los emocionantes proyectos que tiene para el futuro. Vino en el Podcast: - Cepa 21, Malabrigo 

Text us your financial questions!Henssler Money Talks — March 15, 2025  Season 39, Episode 11 This week on "Henssler Money Talks," show hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, discuss the subscription economy, what services we're using and their perceived value, and how price hikes could change consumer habits. From AI to GameStop to marijuana stocks, thematic investing has driven some of the hottest market trends in the last five years—but are these themes still delivering? We're looking back at the biggest investment fads, how they've performed, and what investors can learn from the hype cycles. After the break, the hosts discuss the lower-than-expected inflation data from the Consumer Price and Producer Price indices, the market's uncertainty around tariff threats, and what these factors could mean for the likelihood of a recession. Timestamps and Chapters 5:42: The Subscription Trap 34:10: Thematic Investing: Where Are They Now? 50:211: Inflation Data, Tariffs, and Recession Follow Henssler:  Facebook: https://www.facebook.com/HensslerFinancial/ YouTube:  https://www.youtube.com/c/HensslerFinancial LinkedIn: https://www.linkedin.com/company/henssler-financial/ Instagram: https://www.instagram.com/hensslerfinancial/ TikTok: https://www.tiktok.com/@hensslerfinancial?lang=en X: https://www.x.com/hensslergroup  “Money Talks” is brought to you by Henssler Financial.

Text us your financial questions!Original Air Date: March 8, 2025   The “Henssler Money Talks” show hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, discuss the market's volatility. Despite only being down 5% from the all-time high, many investors want to pull back their equity exposure as emotions are driving their decision-making. We'll break down recency bias from the past two stellar market years and why short-term swings shouldn't dictate long-term strategy. We look at how the Henssler Ten Year Rule helps in these market conditions and why investing in high quality companies can make a difference.   Read the Article: https://www.henssler.com/riding-out-the-storm-how-to-handle-market-declines   

Text us your financial questions!Henssler Money Talks — March 8, 2025  Season 39, Episode 10 This week on "Henssler Money Talks," show hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, discuss the market's volatility. Despite only being down 5% from the all-time high, many investors want to pull back as emotions are driving their decision-making. We'll break down recency bias from the past two stellar market years and why short-term swings shouldn't dictate long-term strategy. We look at how the Henssler Ten Year Rule helps in these market conditions and why investing in high quality companies can make a difference. Focusing on specific sectors, the team considers a listener's question on the growth opportunities in the Utilities sector and take a closer look at our recent portfolio realignment in the Energy sector. After the break, the hosts discuss how some major insurers, which are facing growing losses because of the California wildfires, are pulling back from insuring lavish homes, making it harder for homeowners to find coverage. We'll look at how this affects consumers, homeowners, landlords, and insurance holdings in the portfolio. Timestamps and Chapters 5:27: Market Volatility, Emotions, and Your Financial Plan 24:22: Sector Focus: Utilities and Energy 38:11: California Wildfires and the Insurance Industry Follow Henssler:  Facebook: https://www.facebook.com/HensslerFinancial/ YouTube:  https://www.youtube.com/c/HensslerFinancial LinkedIn: https://www.linkedin.com/company/henssler-financial/ Instagram: https://www.instagram.com/hensslerfinancial/ TikTok: https://www.tiktok.com/@hensslerfinancial?lang=en X: https://www.x.com/hensslergroup  “Money Talks” is brought to you by Henssler Financial. Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/ 

In this special episode of the Exit Is Now podcast, Sean Hutchinson, flips the script by interviewing Scott Snider. Together, they talk about Scott's first ever Summit back when it was called the International Exit Planning Institute Conference. They also dive into EPI Culture and why the Exit Planning Institute changed during the pandemic.Want to learn more? Go to: https://linktr.ee/theexitplanninginstituteConnect with Scott: https://www.linkedin.com/in/scott-snider-epi/============================================SUBSCRIBE TO THE PODCAST:Apple Podcasts: https://podcasts.apple.com/us/podcast/exit-is-now-plan-accordingly-with-scott-snider/id1663050204Spotify: https://open.spotify.com/show/0iXzdvQN1ApWPOk3rVytFR============================================CONNECT WITH SCOTT ON SOCIAL MEDIA   YouTube: https://www.youtube.com/channel/UC_Eh7TfhJHKRa5uc5R0uRgAFacebook: https://www.facebook.com/Exit-Planning-Institute-608403729259835Website: https://exit-planning-institute.org#ExitPlanningInstitute #ScottSnider #Podcast============================================About Scott:Scott Snider is the President of the Exit Planning Institute (EPI) and the Operating Partner of Snider Premier Growth, a small family investment company.  At EPI, Scott is responsible for the strategic direction of the organization along with overseeing the company's operations and chapter development. Since joining EPI, Scott has expanded the organization regionally, nationally, and globally, providing a transformational educational experience to advisors from all specialties across the globe.Scott Snider is a nationally recognized industry leader, growth specialist, and lifetime entrepreneur.  Two of Snider's biggest talents: market penetration and rapid growth strategies. As the operational and strategic leader of EPI, Snider thrives on helping advisors learn how to educate clients, achieve market distinction, and deliver real results.

Text us your financial questions!Original Air Date: March 1, 2025  The “Henssler Money Talks” show hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, explore the idea circulating in Washington of creating a Sovereign Wealth Fund for the United States. They examine the potential benefits and drawbacks, including how such a fund could support infrastructure development for key industries like semiconductors and artificial intelligence, as well as concerns that politically driven investments could distort market valuations. Read the Article: https://www.henssler.com/the-personal-finance-lessons-behind-americas-sovereign-wealth-fund-debate 

Un verdadero placer conversar con un gigante de la industria del vino en España. Descubran los vinos de Cepa 21 en este enlace: https://www.cepa21.com. Gracias a El Horreo de V. Suárez por su apoyo para hacer esta nota. Recuerden compartir este enlace con sus amigos amantes del vino y seguirnos aquí en el podcast. ¡Salud y dale share!#wine #vino #tempranillo #tintofino #riberadelduero #puertorico

Text us your financial questions!Henssler Money Talks — March 1, 2025  Season 39, Episode 9  This week on "Henssler Money Talks," show hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, discuss the week's major news, including Nvidia's earnings, consumer sentiment, and the latest cost-cutting measures from the Department of Government Efficiency.The team also explores the idea circulating in Washington of creating a Sovereign Wealth Fund for the United States. They examine the potential benefits and drawbacks, including how such a fund could support infrastructure development for key industries like semiconductors and artificial intelligence, as well as concerns that politically driven investments could distort market valuations.After the break, the hosts dive into tipping culture in the service industry, discussing how businesses have integrated digital ordering and payment systems with pre-set tip suggestions—often higher than what customers were traditionally accustomed to.Timestamps and Chapters5:12: Nvidia Earnings, Consumer Sentiment, DOGE Committee26:28: Should the U.S. Have a Sovereign Wealth Fund?41:46: Tipping and the Services SectorFollow Henssler:  Facebook: https://www.facebook.com/HensslerFinancial/ YouTube:  https://www.youtube.com/c/HensslerFinancial LinkedIn: https://www.linkedin.com/company/henssler-financial/ Instagram: https://www.instagram.com/hensslerfinancial/ TikTok: https://www.tiktok.com/@hensslerfinancial?lang=en X: https://www.x.com/hensslergroup  “Money Talks” is brought to you by Henssler Financial. Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/ 

Fecha: 01-03-2025 Título: De pura cepa Autor: Roberto Badenas Locución: Elías Gómez http://evangelike.com/devocionales-cristianos-para-adultos/

Text us your financial questions!Original Air Date: February 22, 2025  The “Henssler Money Talks,” show hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, welcome Matthew Reed, CPA/ABV, a Tax Director with Henssler CPAs & Advisers, to join them in a strategy session about investors facing a key tax decision. They could either delay paying taxes until they withdrew their required minimum distributions—potentially resulting in higher lifetime taxes—or pay taxes now by converting funds to a Roth IRA, thereby reducing their lifetime tax liability and potentially increasing their overall portfolio growth.Read the Article: https://www.henssler.com/pay-now-save-later-a-case-for-roth-conversions-in-retirement

Join us for another enlightening episode of THE EXIT Podcast, where we explore the intricate process of selling a family business. Our guest, Scott Berger, President of Arista Air Conditioning, shares his personal journey through the complex maze of a business exit. From the initial consideration to sell, to the final steps of the transaction, Scott's experience offers a wealth of knowledge. Hosted by Brett Dearing, CEPA, this episode delves into Scott's strategic choices, the emotional aspects of transitioning a family business, and the crucial task of forming the right advisory team. Whether you're contemplating a sale or actively preparing for an exit, Scott's insights are invaluable in enhancing your business's value. Listen in and learn how to adeptly navigate the challenges and opportunities that accompany selling your business. Key takeaways for business owners contemplating a similar path: Team Composition Matters: Surround yourself with the right team of advisors, including M&A experts, investment bankers, and legal advisors. Their expertise is invaluable, especially when negotiating the complexities of a transaction. Understanding Financials is Critical: Ensure your financials are meticulously organized and transparent. Accurate financial reporting can make or break a deal during due diligence. Having a trusty accounting firm can provide peace of mind and ensure you're putting forth your best foot. Plan Ahead for Post-Transaction Life: Beyond the sale, consider your personal financial strategy. The transition from operating a business to managing personal wealth is significant and requires careful planning to secure your financial future. Take Your Free Business Preparedness Assessment: https://bxo.mykajabi.com/THE-EXIT-Access-Attractiveness-Assessment   Listen to the full episode to gain deeper insights into how we navigated the sale process and came out successful on the other side! 00:00 "The Exit: Business Transition Insights" 08:09 Resilience in Challenging Times 15:07 Business Sale Preparedness Assessment 17:23 Unconventional Business Negotiation Dynamics 23:15 Navigating Family Business Transparency 28:59 Team Investment Increases Company Value 35:45 Strategic Negotiation Team Building 41:14 "Evaluating Letters of Intent (LOIs)" 43:49 Negotiation: Beyond the Top Line 52:54 Building the Ideal Deal Team 56:54 "Debt Concept Expansion" 01:03:48 Navigating Post-Transaction Wealth Management 01:05:04 Investment Anxiety and Strategy Shift   #TheExitPodcast #BusinessSale #MergersAndAcquisitions #ExitStrategy #AristaAirConditioning #BusinessInsights #FinancialPlanning      

Text us your financial questions!Henssler Money Talks — February 22, 2025  Season 39, Episode 8This week on "Henssler Money Talks," show hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, welcome Matthew Reed, CPA/ABV, a Tax Director with Henssler CPAs & Advisers, to discuss the benefits of having your financial adviser and CPA collaborate throughout the year to effectively manage your tax situation.The hosts and Matthew also break down a strategy session that K.C. and Matthew conducted for clients facing a key tax decision. The investors could either delay paying taxes until they withdrew their required minimum distributions—potentially resulting in higher lifetime taxes—or pay taxes now by converting funds to a Roth IRA, thereby reducing their lifetime tax liability and potentially increasing their overall portfolio growth.Timestamps and Chapters5:50: Market Returns, Earnings Season, and Fed Minutes15:54: Financial and Tax Advisers: Working in Concert37:14: Punt Taxes or Pay Taxes54:25: Future of the Tax Cuts and Jobs ActFollow Henssler:  Facebook: https://www.facebook.com/HensslerFinancial/ YouTube:  https://www.youtube.com/c/HensslerFinancial LinkedIn: https://www.linkedin.com/company/henssler-financial/ Instagram: https://www.instagram.com/hensslerfinancial/ TikTok: https://www.tiktok.com/@hensslerfinancial?lang=en X: https://www.x.com/hensslergroup  “Money Talks” is brought to you by Henssler Financial. Sign up for the Money Talks Newsletter: https://www.henssler.com/newsletters/

In this episode of "The Exit Is Now" podcast, host Scott Snider sits down with current Exit Planner of the Year, Amy Wirtz, to discuss her journey as an exit planner and a family business consultant. They talk about Amy's history with Scott and EPI as well as dive deep into how and why she became a CEPA through wanting to teach the methodology and more.Want to learn more? Go to: https://linktr.ee/theexitplanninginstituteConnect with Scott: https://www.linkedin.com/in/scott-snider-epi/============================================SUBSCRIBE TO THE PODCAST:Apple Podcasts: https://podcasts.apple.com/us/podcast/exit-is-now-plan-accordingly-with-scott-snider/id1663050204Spotify: https://open.spotify.com/show/0iXzdvQN1ApWPOk3rVytFR============================================CONNECT WITH SCOTT ON SOCIAL MEDIA   YouTube: https://www.youtube.com/channel/UC_Eh7TfhJHKRa5uc5R0uRgAFacebook: https://www.facebook.com/Exit-Planning-Institute-608403729259835Website: https://exit-planning-institute.org#ExitPlanningInstitute #ScottSnider #Podcast============================================About Scott:Scott Snider is the President of the Exit Planning Institute (EPI) and the Operating Partner of Snider Premier Growth, a small family investment company.  At EPI, Scott is responsible for the strategic direction of the organization along with overseeing the company's operations and chapter development. Since joining EPI, Scott has expanded the organization regionally, nationally, and globally, providing a transformational educational experience to advisors from all specialties across the globe.Scott Snider is a nationally recognized industry leader, growth specialist, and lifetime entrepreneur.  Two of Snider's biggest talents: market penetration and rapid growth strategies. As the operational and strategic leader of EPI, Snider thrives on helping advisors learn how to educate clients, achieve market distinction, and deliver real results.

Text us your financial questions!Original Air Date: February 15, 2025  The “Henssler Money Talks” show hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, answered key questions from seniors about required minimum distributions (RMDs)—specifically, whether it's better to take them at the beginning of the year, spread them out over time, or wait until year-end. Read the Article: https://www.henssler.com/the-best-time-to-take-your-rmd-it-depends-on-your-goals  

18 Feb 2025. Ukraine President Volodymyr Zelensky was in Abu Dhabi for the signing, which he witnessed alongside UAE President Mohamed bin Zayed. We asked Economist Dan Richard of Emirates NBD the economic importance of this deal. Plus, as the giant Gulfood event continues in Dubai, we get a taste of what’s ahead with Foodie Holdings CEO Kareem Abughazaleh. And, STARZPLAY locks in exclusive streaming rights for the ICC Champions Trophy 2025. What does this mean for cricket fans in MENA? We find out with CEO Maaz Sheikh. See omnystudio.com/listener for privacy information.

Text us your financial questions!Henssler Money Talks — February 15, 2025  Season 39, Episode 7This week on "Henssler Money Talks," show hosts Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, examined the impact of reciprocal tariffs on Consumer Sentiment. They also reviewed the latest earnings reports and the most recent Consumer Price Index reading.The team answered key questions from seniors about required minimum distributions (RMDs)—specifically, whether it's better to take them at the beginning of the year, spread them out over time, or wait until year-end.After the break, the advisers discussed Trump's directive for the U.S. Treasury to stop producing new pennies, exploring the potential economic effects of eliminating the one-cent coin. They also provided insights into the rise of "buy now, pay later" services and how banks will be able to integrate short-term financing options into their existing debit programs.Timestamps and Chapters11:10: Consumer Sentiment and CPI24:15: Should You Take Your RMD Early in the Year?32:11: No New Pennies and a Cashless Society45:31: Expanding Reach of “Buy Now, Pay Later” ServicesFollow Henssler:  Facebook: https://www.facebook.com/HensslerFinancial/ YouTube:  https://www.youtube.com/c/HensslerFinancial LinkedIn: https://www.linkedin.com/company/henssler-financial/ Instagram: https://www.instagram.com/hensslerfinancial/ TikTok: https://www.tiktok.com/@hensslerfinancial?lang=en X: https://www.x.com/hensslergroup  “Money Talks” is brought to you by Henssler Financial.

Text us your financial questions!Original Air Date: February 8, 2025  The "Henssler Money Talks," show hosts, Nick Antonucci, CVA, CEPA, Director of Research, and Managing Associates K.C. Smith, CFP®, CEPA, and D.J. Barker, CWS®, discuss relationship investment scams, offering advice on warning signs to watch for and how working with a trusted financial adviser can help protect against these and other financial threats.Read the Article: https://www.henssler.com/the-hidden-perks-of-a-financial-adviser-spotting-scams-before-they-happen