Podcasts about cepa

David Flores Wilson, CFA, CFP®, CEPA®, Co-Founder and Managing Partner at Sincerus Advisory, advises entrepreneurs and business owners in New York City on personal financial planning issues from formation to exit and beyond. A multiple-time Investopedia Top 100 Financial Advisor, his financial guidance has appeared on CNBC, Yahoo!Finance, the New York Times, US News & World Report, and InvestmentNews. David represented Guam in the 1996 Atlanta Olympic Games, sits on the Board of Directors as Treasurer for the Lower East Side Girls Club, and is active with Entrepreneur's Organization, the Estate Planning Council of New York City, Advisors in Philanthropy (AiP), and the Exit Planning Institute.Learn more: https://sincerusadv.com/Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-david-flores-wilson-managing-partner-at-sincerus-advisory

Os cuento con un pequeño juego como hacer el examen CCSE del Instituto Cervantes que realiza todo ciudadano que aspira a la nacionalidad española. ¿Aprobarás o te tendrás que ir de España?Este podcast está asociado a la red de Sospechosos Habituales donde podréis encontrar otros muchos podcast de diferentes temáticas.

Os cuento con un pequeño juego como hacer el examen CCSE del Instituto Cervantes que realiza todo ciudadano que aspira a la nacionalidad española. ¿Aprobarás o te tendrás que ir de España?Este podcast está asociado a la red de Sospechosos Habituales donde podréis encontrar otros muchos podcast de diferentes temáticas.

Join us for an exclusive episode of The Exit Is Now podcast as we flip the script with 2025 Exit Planner of the Year, Joe Seetoo. Joe steps into the host chair to interview Scott Snider in a personal, behind-the-scenes conversation that covers everything from business growth and family dynamics to mental health and financial clarity. Scott opens up about building EPI alongside his father, finding balance through elite goalkeeper training, and what's next for the profession including a powerful new platform connecting advisors and business owners.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.

In this episode of The Runway Decade Podcast, Bill and Pete Bush dive into the vital subject of exit planning for business owners, particularly those in their fifties. Pete shares insights from earning his Certified Exit Planning Advisor (CEPA) designation and outlines how business owners can start planning for a successful exit—years in advance. They walk through the three-legged stool of readiness, the impact of intangible capital, the structure of a successful exit team, and the value acceleration methodology that helps business owners be always ready, not just at retirement. Whether you're just starting or thinking about selling in a few years, this episode provides a roadmap to begin preparing now. Chapters: 00:20 – Introduction to Exit PlanningBill and Pete catch up and introduce the topic: exit planning for business owners, especially during their runway decade. 00:45 – CEPA Designation and ExperiencePete explains his journey to becoming a Certified Exit Planning Advisor and how it's deepened his ability to help business owners prepare for transition. 03:03 – The Three-Legged Stool of ReadinessThey break down the three aspects of readiness: Business readiness Personal readiness (often overlooked) Financial readiness 05:29 – The Risk of Staying Too LongPete discusses how lack of personal planning can derail transitions and why some owners resist exiting due to uncertainty about the next chapter of life. 06:50 – Staying On as a Transition StrategyThey explore when it makes sense for an owner to stay on post-sale to de-risk the transition for a buyer. 07:35 – Understanding Intangible CapitalPete details the four types of intangible capital that can drive 75–80% of a business's value: Human Capital Structural Capital Customer Capital Social (Cultural) Capital 12:31 – Building Your Exit Planning TeamPete outlines the key players in an exit planning team: Attorney CPA/Tax specialist M&A advisor Value growth expert Insurance specialist Financial advisor/SEPA He emphasizes the importance of collaboration among them. 16:00 – Diversifying Outside the BusinessThey discuss why it's crucial for business owners to build wealth outside the business to reduce personal concentration risk. 18:23 – Exit Planning = Business PlanningPete explains how treating the business as an investment and preparing for transferability is just good business sense. 19:34 – When Should Exit Planning Start?Answer: Now. Pete introduces the Value Acceleration Methodology: Discover Prepare Decide And references the Nick Saban motto: “If you stay ready, you don't have to get ready.” 21:46 – How to Find a CEPA & What They OfferResources for finding a Certified Exit Planning Advisor, including: Exit Planning Institute Value gap analysis, profit gap, and wealth gap assessments Process-oriented planning and scorecards 24:55 – Final Thoughts & Contact InfoBusiness owners can contact Pete Bush at pbush@horizonfg.com for free resources, checklists, or a discussion about their exit goals. Website: HorizonFG.com Key Takeaways: Start exit planning early—not when you're ready to sell. Understand the three-legged stool: business, personal, and financial readiness. Intangible capital drives most of your company's value. A cohesive planning team is essential. Treat your business like an investment and plan for transferability. Exit planning is good business planning. Sound Bites: “The three-legged stool of readiness.” “What do you want to do with your time?” “Get in touch with a CEPA for guidance.” “Exit planning is now, not later.”   Contact Info: Pete Bush:  pbush@horizonfg.com Bill Bush: bbush@horizonfg.com www.horizonfg.com www.runwaydecdade.com  

Want a quick estimate of how much your business is worth? With our free valuation calculator, answer a few questions about your business, and you'll get an immediate estimate of the value of your business. You might be surprised by how much you can get for it: https://flippa.com/exit -- In this episode of The Exit: What really happens when a founder decides it's time to sell? In this powerful and practical episode, Steve McGarry sits down with Anthony Citrolo, CPA, serial entrepreneur, and managing partner at the NYBB Group, to unpack what really goes into preparing a business for sale. But this isn't your average M&A conversation. Anthony takes us behind the curtain to reveal the emotional, psychological, and strategic decisions founders face as they approach a life-changing exit. Here's what you'll learn: - Why the real exit plan starts the day you launch the business - The #1 mistake founders make when valuing their business - How to prepare your business (and yourself) before a buyer ever knocks - The danger of “key man” risk - and how to build a business that runs without you - What buyers really want: cash flow, scalability, and low concentration - Why 75% of sellers are unhappy post-exit - and how to avoid that fate - How to spot and address hidden risks that could kill your valuation “Most founders don't realize they're living vicariously through their business until it's too late.” Anthony Citrolo With 20+ years in the trenches helping family-owned and founder-led businesses exit, Anthony shares war stories (like Frank, the manufacturer with 98% of revenue tied to 7 customers), practical frameworks, and wisdom earned through decades of hands-on deals. If you're a founder, even if you're years from selling, this episode will change how you think about growth, leadership, and legacy. Listen now to learn how to not just sell your business—but exit on your terms. -- Anthony J. Citrolo is a Managing Partner and Founder of The NYBB Group, LLC, the Exit Strategy Lab and NYBB Commercial Real Estate. Anthony's clients include privately held companies and family-owned businesses. These are typically companies with revenue of $5M to $100M. Anthony represents HVAC, industrial service, finance, manufacturing, distribution, transportation, healthcare and all service companies. He helps these owners develop a clear and cohesive exit strategy, works to know and improve valuation and actively represents them in a sale or acquisition in a Merger and Acquisition transaction as their advisor and intermediary. Anthony is a CPA and a CEPA (Certified Exit Planning Advisor) and develops comprehensive strategies for owners and families. He also has completed the CEPA course and is a Certified Exit Planning Advisor. In addition, Anthony is a Certified Merger & Acquisition Advisor AND Certified Exit Map Coach. Anthony on LinkedIn: https://www.linkedin.com/in/anthonycitrolo/ Website: https://thenybbgroup.com/ -- The Exit—Presented By Flippa: A 30-minute podcast featuring expert entrepreneurs who have been there and done it. The Exit talks to operators who have bought and sold a business. You'll learn how they did it, why they did it, and get exposure to the world of exits, a world occupied by a small few, but accessible to many. To listen to the podcast or get daily listing updates, click on flippa.com/the-exit-podcast/

There's a lot of cash sitting on the sidelines in low-yield savings accounts, earning next to nothing. Instead of settling for 0.05% interest, we explore more savvy options like high-yield savings accounts, money market funds, short-term CDs, and Treasury bonds. We break down the difference between saving and investing and why your idle Venmo balance might be doing more harm than good.In market news, the Federal Reserve held interest rates steady, consumer sentiment is on the rise, retail sales are falling, and housing starts saw a steep drop. Meanwhile, markets reacted to global uncertainty after President Trump abruptly left the G7 summit in Canada to address rising tensions between Israel and Iran, triggering a Tuesday selloff.We also delve into a recent Gallup poll which reveals how Americans are allowing political leanings to influence their financial decisions. We unpack the risks of trading on headlines, the long-term performance of buy-and-hold strategies across administrations, and why letting politics dictate your portfolio could cost you over time.Rounding out the show, the “Henssler Money Talks” hosts break down the true cost of pet ownership. While we would all take a bullet for our furry family members, everything from food, toys and routine care to dental work and emergency surgeries could run anywhere from $15,000 to $55,000 over a pet's lifetime. But it's not all bad news—there may be a veterinary sector play worth watching, with fewer restrictions than traditional pharmaceutical companies.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 — June 21, 2025  |  Season 39, Episode 25Timestamps and Chapters5:53: Don't Let Your Cash Nap: Smarter Ways to Save24:13: Rates on Hold, Markets on Edge36:49: Left, Right, or Buy-and-Hold?43:45: Fur Babies and Financial RealitiesFollow 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/ 

What's your plan for walking away from dentistry, and will it actually work? Angela Golden shares what most dentists get wrong about exit planning and why waiting could cost you your legacy.

What's your firm really worth—and how do you unlock that value? In this episode, David DeCelle sits down with Scott Leak, CFP® and CEPA, Senior Consultant at FP Transitions, one of the most trusted firms in the advisory M&A and valuation space. With over 17,000 valuations under their belt and 100+ M&A deals last year alone, FP Transitions has a unique vantage point on what makes firms valuable—and what holds them back. Scott shares his journey from a 22-year run at TD Ameritrade to helping advisors navigate valuations, succession planning, and equity strategies at FP Transitions. Whether you're thinking about selling, merging, or simply growing smarter, this episode is packed with guidance you won't hear at your typical industry event.    

Things to consider before buying a second home – Chris Boyd and Jeff Perry are joined by Britta Ferguson CFP®, CEPA® who is a Senior Vice President, Financial Advisor with Wealth Enhancement to explore the pros and cons of owning a second home (vacation home). The discussion begins with “try before you buy” advice and the distinction between an investment property that you may use part-time compared to a true second home that is unoccupied when you are not using it. The “math” of owning a second home is reviewed in addition to the “what- ifs” of owning property that you do not live in full time. Issues of estate planning and fractional ownership are also explored. Not all cons, the group shares some pros of having a second home. For more information or to reach TEAM AMR, click the following link: https://www.wealthenhancement.com/s/advisor-teams/amr  

June 14, 2025: Discord in Margaritaville, Trade Tensions, and the Dollar DebateWe're back this week with a mix of headlines and hard truths—from estate drama to economic indicators that could shake the markets.We kick things off with a real-world look at just how messy estate planning can get—even when it's done in advance. Jimmy Buffett's widow is suing to remove a co-trustee from the $275 million marital trust, claiming withheld financials and questionable income projections. It's a high-profile reminder of why clear communication and trustee responsibilities matter.Next, we turn to the global stage with U.S. and Chinese negotiators meeting in London and May's CPI report due, markets are bracing for impact. Could tariffs be quietly driving inflation—and how might that shape Fed policy going forward?With excessive tariffs on Chinese goods, we examine how trade policy is affecting Temu and Shein, with stocks slumping and sales dipping. Are consumers pulling back, or are they simply shifting where—and how—they spend?Finally, we separate fact from fear when it comes to recent headlines. Is the U.S. dollar really in decline? What would that mean for multinational earnings, global portfolios, and the proposed BRICS currency?From estate planning to economic strategy, it's a packed episode you won't want to miss.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 — June 14, 2025  |  Season 39, Episode 24Timestamps and Chapters5:33: Discord in Margaritaville14:21:Trade Talks, Tariffs and Inflation Data23:55: Discount Dilemma: The End of the Ultra-Cheap Era? 29:57: Fueling Returns: Phoenix Energy's High-Yields 41:37:Dollar in Danger?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/ 

Join us for an exclusive episode of the Exit is Now podcast, broadcasting from the highly anticipated Exit Planning Summit. Scott Snider welcomes Renee Russo, Ken Sanginario, and representatives from ELLA to the show. Renee, recently named Thought Leader of the Year, shares how she's leveraged the LinkedIn platform to elevate her voice and drive impact. Ken reflects on two decades of exit planning—what's changed, what's stayed the same, and where the profession is headed. And the team from ELLA, the sponsor of the Summit Podcast series, talks about their role in supporting advisors and their unforgettable sunset cruise experience.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.

 In this episode of “Henssler Money Talks, we kick things off with a market update covering the latest Personal Consumption Expenditures (PCE) data, University of Michigan Consumer Sentiment readings, and ongoing trade talks impacting global markets. Then we sit down with estate planning attorney Christopher Reeves of Reeves Law, P.C. to break down the essentials of protecting and transferring wealth. From the core documents every estate plan needs — like wills and powers of attorney — to the differences between probate and non-probate assets, Chris explains it all in plain English. We dive into when and why you might need a trust, how various life scenarios affect your estate planning strategy, and how often you should a review of your plan. Whether you're married, single, have children, or just starting to think about the future, this episode offers practical insights for securing your legacy. 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 — June 7, 2025  |  Season 39, Episode 23  Timestamps and Chapters 1:58: Trade Talks with China, PCE Deflator, and Consumer Sentiment 22:43: Interview with Christopher Reeves, Esq. 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 Educational Insights, Bobby Norman, CFP®, AIF®, CEPA®, and Robert Moody, CFP®, CEPA®, explore external exit strategies for business owners, including private equity, strategic buyers, open market sales, and more. Learn how to navigate these complex options to maximize your business's value when selling outside the family or team.   Bobby Norman […] The post Selling a Business: External Options first appeared on Fi Plan Partners.

Market futures surged from Wednesday night into Thursday morning after the Court of International Trade halted Trump's tariffs—adding another twist to the ongoing trade policy saga. We explore how President Trump's tariff threats and announcements have repeatedly sparked market volatility, often leading to sharp declines followed by rebounds when he backtracks or extends negotiation timelines. Our experts share insights on how to stay invested amid the noise and uncertainty.Nick also breaks down the latest economic data and NVIDIA's earnings release before diving into a growing concern: the student loan debt crisis. After not being required to make loan payments for nearly half a decade, over 4 million borrowers are now in late-stage delinquency since repayment was reinstated. Borrowers are facing serious consequences like wage garnishment and withheld federal tax refunds, and Social Security payments. As the federal government ramps up collection efforts, many companies are stepping in with new benefits to help employees manage and repay their student loans.To close out the episode, we examine the rise of artificial intelligence in the financial services industry. While AI could bring greater efficiency, it also introduces new risks related to privacy and cybersecurity. Could investors one day be onboarded by an adviser's AI assistant? It's possible—but the value of personal relationships and human guidance remains irreplaceable.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 31, 2025  |  Season 39, Episode 22 Timestamps and Chapters5:33: Reciprocal Tariffs Shot Down 14:43: Nvidia Earnings, New Home Sales, Durable Goods, Consumer Confidence22:19: How Do You Make Investment Decisions Through the Noise?31:31: Student Loan Squeeze45:42: AI's Growing Influence on 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/ 

Join us for an exclusive episode of the Exit is Now podcast, broadcasting from the highly anticipated Exit Planning Summit. Scott Snider is joined by Carrie Kerpen and Chris Snider to celebrate a major milestone and the power of representation. Carrie discusses the impact of the Women in Exit Planning Symposium, the Summit author showcase, and the growing presence of women in the industry. Chris reflects on ten years of the Exit Planning Summit—how far it's come, what's changed, and why this anniversary marks a turning point for the community.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.

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/-----------

In this episode of Educational Insights, Bobby Norman, CFP®, AIF®, CEPA®, and Robert Moody, CFP®, CEPA®, dive into key internal exit options for business owners, from intergenerational transfers to selling to employees. Tune in to learn the pros, cons, and strategies to ensure your business's successful transition when the time comes.   Bobby Norman, CFP®, […] The post Selling a Business: Internal Options first appeared on Fi Plan Partners.

“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.

 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 

Designing a Business You Can Step Away FromDustin Cordier, CEPA, founder of StepZero Coaching, shares his journey from Air Force pilot to aviation entrepreneur to exit planning advisor. He explains the meaning behind "StepZero"—the importance of clarity and intention before taking action—and how these ideas shaped his approach to business growth and exit planning. Dustin discusses why he chose to focus on the aviation industry, the power of niching, and how strong systems allowed his former business to thrive even after he and his partners exited. He also offers advice for business owners and advisors on building companies that create real freedom and options, and how authentic community involvement leads to stronger business development. His insights offer a practical roadmap for anyone looking to create lasting value in both business and life.

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 

Why Money Arguments Are Tearing Marriages Apart—and How to Stop Them Money is one of the top sources of conflict in marriage. From debates over spending and saving to disagreements about investing and earning, financial differences can strain even the strongest relationships. These disputes are often at the root of divorce or emotional disconnection. Why do couples struggle so much with money conversations, and how can they work together to find common ground? This week, we're joined by Deb Meyer, a Certified Financial Planner and founder of WorthyNest®, a wealth management firm specializing in family-focused financial planning. Deb shares the most common reasons couples clash over money and offers practical strategies to help you and your spouse align your financial goals, reduce conflict, and build a stronger partnership. Don't let money arguments define your marriage—tune in to learn how to turn these tough conversations into opportunities for growth and connection. Website: https://www.worthynest.com/press  FREE Marriage and Money Download https://www.worthynest.com/marriage-and-money-guide  Key Takeaways: It's important to frame financial discussions in a fun way. Creative budgeting can enhance the spending experience. Memories created as a family are more valuable than gifts. Regular conversations about money can reduce tension in relationships. Budgeting is just one aspect of a comprehensive financial plan. Couples can forge a new financial future together. Faith can guide financial decision-making. Experiences often provide more satisfaction than material possessions. Engaging children in financial discussions can be beneficial. Regular check-ins on financial goals are essential for progress. Deb Meyer, CFP®, CPA, and CEPA, is the award-winning author of Redefining Family Wealth, host of the Beyond Budgets® podcast (we were on Episode 19), and founder of WorthyNest®, a fee-only, fiduciary wealth management firm that guides parents through important financial decisions using a values-based approach. Deb has been featured in The Wall Street Journal, Forbes, and CNN Business and is a contributor to Kiplinger.  She is a 2019 CPA Practice Advisor “40 Under 40 Honoree” in Accounting and received the 2018 AICPA Standing Ovation Award.  Deb lives in Missouri with her husband Bryan and three sons. Want to live a better balanced life and win in marriage AND business at the same time? Purchase our (audio) book Tandem: The married entrepreneurs' guide for greater work-life balance. https://www.thetandembook.com/ Need to create more time to dedicate to your marriage? Download this free guide. https://marriedentrepreneur.co/boundaries Need some insight into how to balance it all? Schedule a free discovery call. https://marriedentrepreneur.co/lets-talk

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