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Whether you're approaching retirement or already enjoying it, knowing how to efficiently withdraw funds from various accounts can significantly impact your financial future. In the latest episode of the Everyday Business podcast, hosts Andrew Matuzak, Pete Bender, and Matt Cash tackle one of our clients' most frequently asked questions: What are the best tax-smart withdrawal strategies in retirement? Tune in to discover how a tax-savvy approach to retirement withdrawals can help maximize your income. Key topics covered in this episode: Sources of Retirement Income: A breakdown of income streams like retirement accounts, Social Security, and pensions, and how they fit into your overall financial strategy. Key Factors Affecting Your Retirement: Learn how account balances, age, and charitable intentions can influence your withdrawal strategy. Common Withdrawal Strategies: Explore methods like Roth conversions, Qualified Charitable Distributions (QCDs), gifting appreciated stocks, and the timing of withdrawals—early or late—and their effects on your retirement plan. Yeo & Yeo's Everyday Business podcast can be heard on Apple Podcasts, PodBean and, of course, our website. Please subscribe, rate and review. Want to learn more? Every retirement plan is unique, making personalized financial advice essential. A trusted advisor can guide you through complex tax rules, manage withdrawals efficiently, and help secure your financial future. Ready to create a tax-smart retirement plan? Contact us today. For more business insights, visit our Resource Center and subscribe to our eNewsletters. DISCLAIMER The information provided in this podcast is believed to be valid and accurate on the date it was first published. The views, information, or opinions expressed during the podcast reflect the views of the speakers. This podcast does not constitute tax, accounting, legal or other business advice or an advisor-client relationship. Before making any decision or taking action, consult with a professional regarding your specific circumstances. Investment advisory services are offered through Avantax Planning PartnersSM. Commission-based securities products are offered through Avantax Investment ServicesSM, Member FINRA, SIPC. Insurance services offered through licensed agents of Avantax Planning Partners. 3200 Olympus Blvd., Suite 100, Dallas, TX 75019. The Avantax entities are independent of and unrelated to Yeo & Yeo Wealth Management. This material is for informational purposes only. It is not intended as investment, tax or other advice or an offer or solicitation for the purchase or sale of any financial instrument. Indices are unmanaged, represent past performance, do not incur fees or expenses, and cannot be invested into directly. Past performance is no guarantee of future results. Consult with your financial, tax or other appropriate advisors on all matters pertaining to financial, accounting or tax obligations and requirements. Check the background of Pete Bender on FINRA's BrokerCheck.

In this episode of the Everyday Business Podcast, Andrew Matuzak, Matt Cash, and Austin Schaul dive deep into a year-in-review of the markets and the economy, providing insights into key investment trends, consumer strength, inflation, and the global market. The team also explores the impact of elections on the stock market and discusses sectors investors are watching closely. Year-in-Review & Market Outlook What investment trends emerged? The discussion kicks off with an overview of the significant investment trends that surfaced throughout the year, highlighting areas of opportunity and risk. Strength of the Consumer The team analyzes the resilience of the consumer market and how it affected investment strategies, including the influence of consumer spending patterns on market performance. Inflation Outlook & Soft Landing Inflation remains a hot topic, and Austin, Andrew, and Matt provide their thoughts on its trajectory. They discuss whether the economy is headed for a soft landing or if turbulence is expected in the coming months. Yield Curve Inversion & Re-inversion The team addresses the yield curve inversion and re-inversion, shedding light on what it signals for future economic conditions and investor behavior. Global Outlook: Macro-Economic Trends & International Conflicts International conflicts have played a role in shaping the global economy, and the discussion shifts to how macro-economic trends and these conflicts are affecting markets worldwide. Impact of Elections on Markets Historical Impact of Elections on Stock Market The conversation turns to the influence of elections on the stock market, discussing historical trends and what investors can expect in the coming election cycle. Policies Investors are Focused On The hosts highlight key policies that investors are watching closely, especially in the current political climate. Tax Cuts and Jobs Act (TCJA) Sunset Implications As the TCJA approaches its sunset, the team discusses its implications for businesses and individual investors. Sectors of Note They wrap up by identifying the sectors that are most likely to be affected by market shifts and policy changes, providing insights into where investors should focus their attention in the coming year. Tune in to hear insights that will help you stay ahead of market trends and navigate the complexities of the economy. Don't miss this in-depth analysis and look ahead to 2024! Yeo & Yeo's Everyday Business podcast can be heard on Apple Podcasts, PodBean, Spotify and, of course, our website. Please subscribe, rate and review. For more insights, visit our Resource Center and subscribe to our eNewsletters. DISCLAIMER The information provided in this podcast is believed to be valid and accurate on the date it was first published. The views, information, or opinions expressed during the podcast reflect the views of the speakers. This podcast does not constitute tax, accounting, legal or other business advice or an advisor-client relationship. Before making any decision or taking action, consult with a professional regarding your specific circumstances. Investment advisory services are offered through Avantax Planning PartnersSM. Commission-based securities products are offered through Avantax Investment ServicesSM, Member FINRA, SIPC. Insurance services offered through licensed agents of Avantax Planning Partners. 3200 Olympus Blvd., Suite 100, Dallas, TX 75019. The Avantax entities are independent of and unrelated to Yeo & Yeo Wealth Management. This material is for informational purposes only. It is not intended as investment, tax or other advice or an offer or solicitation for the purchase or sale of any financial instrument. Indices are unmanaged, represent past performance, do not incur fees or expenses, and cannot be invested into directly. Past performance is no guarantee of future results. Consult with your financial, tax or other appropriate advisors on all matters pertaining to financial, accounting or tax obligations and requirements.

According to the 2024 Value of an Advisor study by Russell Investments, investors who work with financial advisors can see a value-added benefit of up to 5% annually compared to a do-it-yourself approach. Having a financial advisor by your side can make all the difference in reaching your goals. In the latest episode of the Everyday Business podcast, hosts Andrew Matuzak, Pete Bender, and Matt Cash explore the crucial role financial advisors play at every stage of your financial planning journey. Tune in for an insightful discussion on the impact of working with a financial advisor and how their expertise can help you achieve lasting success. Key topics covered in this episode: Financial Planning: Creating a personalized roadmap to achieve your financial goals, with knowledgeable guidance to navigate life's changes. Consolidation: The benefits of streamlining accounts for a clear and comprehensive view of your financial health. Behavioral Coaching: How advisors provide support to make informed, confident decisions. Tax Planning: Maximizing the value of a tax-efficient approach to your finances. Investment Allocation: Aligning portfolios with your goals and risk tolerance while incorporating strategies to mitigate risk. Estate Planning: Managing estate tax exposure, updating wills and trusts, and ensuring beneficiary designations are current. Yeo & Yeo's Everyday Business podcast can be heard on Apple Podcasts, PodBean and, of course, our website. Please subscribe, rate and review. Want to learn more? At Yeo & Yeo Wealth Management, our team of experienced advisors takes a holistic approach to your financial well-being. From investment management to tax planning and risk mitigation, we're here to partner with you on your financial journey. Contact us today to start planning for your success. For more insights, visit our Resource Center and subscribe to our eNewsletters. DISCLAIMER The information provided in this podcast is believed to be valid and accurate on the date it was first published. The views, information, or opinions expressed during the podcast reflect the views of the speakers. This podcast does not constitute tax, accounting, legal or other business advice or an advisor-client relationship. Before making any decision or taking action, consult with a professional regarding your specific circumstances. Investment advisory services are offered through Avantax Planning PartnersSM. Commission-based securities products are offered through Avantax Investment ServicesSM, Member FINRA, SIPC. Insurance services offered through licensed agents of Avantax Planning Partners. 3200 Olympus Blvd., Suite 100, Dallas, TX 75019. The Avantax entities are independent of and unrelated to Yeo & Yeo Wealth Management. This material is for informational purposes only. It is not intended as investment, tax or other advice or an offer or solicitation for the purchase or sale of any financial instrument. Indices are unmanaged, represent past performance, do not incur fees or expenses, and cannot be invested into directly. Past performance is no guarantee of future results. Consult with your financial, tax or other appropriate advisors on all matters pertaining to financial, accounting or tax obligations and requirements. Check the background of Pete Bender on FINRA's BrokerCheck.

Welcome to Everyday Business, Yeo & Yeo's podcast. On episode 32, host Michael Rolka, CPA, CGFM, Principal in Yeo & Yeo's Auburn Hills office, is joined by Daniel Beard, CPA, Manager in Ann Arbor. Listen in as provide comprehensive insights into GASB Statement No. 101, Compensated Absences, breaking down its complex aspects into digestible insights. They discuss its purpose, its impact on governmental accounting, and why it's essential for financial reporting. In this podcast, you will learn more about: Components of GASB Statement No. 101 Critical aspects essential for implementation Effective implementation strategies Critical auditor considerations Impact on financial statements and disclosures Examples to better understand the standard's intricacies Whether you're new to GASB 101 or seeking more insight, this podcast takes a deeper dive into the challenges, changes and considerations to help you navigate the complexities of GASB 101. Thank you for tuning in to Yeo & Yeo's Everyday Business podcast. Yeo & Yeo's podcast can be heard on Apple Podcasts, Spotify, PodBean and, of course, our website. For more business insights, visit our Resource Center and subscribe to our eNewsletters.

Welcome to Everyday Business, Yeo & Yeo's podcast. On episode 31, host Peter Bender, leader of Yeo & Yeo Wealth Management, is joined by Matthew Cash, financial planning consultant for Avantax Planning PartnersSM. Long-term care planning is important because it can help ensure that you have the financial resources to cover long-term care expenses without depleting your savings or burdening your loved ones. A variety of long-term care insurance options are available, and it is important to understand the different types of policies and how they align with your financial situation and preferences. If you are unsure where to start, it is advisable to seek guidance from a financial professional. On episode 31 of Everyday Business, host Peter Bender, leader of Yeo & Yeo Wealth Management, is joined by Matthew Cash, financial planning consultant for Avantax Planning PartnersSM. Listen in as Pete and Matt discuss long-term care – what it is and why it's important, the different types of long-term care insurance and how to get started with long-term care planning. Thank you for tuning in to Yeo & Yeo's Everyday Business podcast. Yeo & Yeo's podcast can be heard on Apple Podcasts, PodBean and, of course, our website. Please subscribe, rate and review. For more business insights, visit our Resource Center and subscribe to our eNewsletters. DISCLAIMER The information provided in this podcast is believed to be valid and accurate on the date it was first published. The views, information, or opinions expressed during the podcast reflect the views of the speakers. This podcast does not constitute tax, accounting, legal or other business advice or an advisor-client relationship. Before making any decision or taking action, consult with a professional regarding your specific circumstances. Investment advisory services are offered through Avantax Planning PartnersSM. Commission-based securities products are offered through Avantax Investment ServicesSM, Member FINRA, SIPC. Insurance services offered through licensed agents of Avantax Planning Partners. 3200 Olympus Blvd., Suite 100, Dallas, TX 75019. The Avantax entities are independent of and unrelated to Yeo & Yeo Wealth Management. This material is for informational purposes only. It is not intended as investment, tax or other advice or an offer or solicitation for the purchase or sale of any financial instrument. Indices are unmanaged, represent past performance, do not incur fees or expenses, and cannot be invested into directly. Past performance is no guarantee of future results. Consult with your financial, tax or other appropriate advisors on all matters pertaining to financial, accounting or tax obligations and requirements. Check the background of Pete Bender on FINRA's BrokerCheck.

Welcome to Everyday Business, Yeo & Yeo's podcast. On episode 30, host Peter Bender, leader of Yeo & Yeo Wealth Management, is joined by Matthew Cash, financial planning consultant for Avantax Planning PartnersSM. Legacy planning goes beyond wealth and age; it's crucial for anyone aiming to make a lasting impact by ensuring their values, assets, and priorities are passed on meaningfully and tax-efficiently. Regardless of whether legacy planning involves financial support for loved ones, education, charitable giving, or fulfilling personal values and life lessons, it is a fundamental aspect of financial planning. Listen in as Pete and Matt discuss legacy planning, why it's important and some strategies to consider when incorporating your legacy into your financial plan. Yeo & Yeo's Everyday Business podcast covers tax, accounting, technology, and financial topics to help you and your business thrive. The podcast can be heard on Apple Podcasts, PodBean and, of course, our website. Please subscribe, rate and review. For more business insights, visit our Resource Center and subscribe to our eNewsletters. DISCLAIMER The information provided in this podcast is believed to be valid and accurate on the date it was first published. The views, information, or opinions expressed during the podcast reflect the views of the speakers. This podcast does not constitute tax, accounting, legal or other business advice or an advisor-client relationship. Before making any decision or taking action, consult with a professional regarding your specific circumstances. Investment advisory services are offered through Avantax Planning Partners℠. Commission-based securities products are offered through Avantax Investment Services℠, Member FINRA, SIPC. Insurance services offered through licensed agents of Avantax Planning Partners. 3200 Olympus Blvd., Suite 100, Dallas, TX 75019. The Avantax entities are independent of and unrelated to Yeo & Yeo Wealth Management. This material is for informational purposes only. It is not intended as investment, tax or other advice or an offer or solicitation for the purchase or sale of any financial instrument. Indices are unmanaged, represent past performance, do not incur fees or expenses, and cannot be invested into directly. Past performance is no guarantee of future results. Consult with your financial, tax or other appropriate advisors on all matters pertaining to financial, accounting or tax obligations and requirements. Check the background of Pete Bender on FINRA's BrokerCheck.

Guest and Prophet Barry Wunsch shares his wisdom and insight explaining this is the time when God makes His move for the transformation of His people, and the restoration of the nations. From Stale Mate to Check Mate – Part One of Three.Use this link for the complete Show NotesSHOW NOTESCONNECT WITH TODAY'S GUEST: Barry Wunsch Barry Wunsch is a Canadian Prophet and Consultant. He has a fathers heart and a love for family and community, bringing words of hope, restoration and healing to many. Barry has a deep love for Canada and has the heart of a reformer. He has been a part of the Church in Central Alberta Canada and a prophetic community who have gathered the Ecclesia for 20 years hosting some of the Canadas largest prophetic gatherings. Barry brings words for individuals and regions and is a prophetic voice for Canada throughout social media. He ministers prophetically in meetings locally and regionally across Canada Barry was born and raised in Central Alberta, residing in Red Deer. He is married to Judy and is the proud father of two sons. Website: https://thecanadianhammer.com/https://www.facebook.com/TheCanadianHammer/ and https://www.youtube.com/hashtag/barrywunsch LINKS FROM SHOW CONTENT:David Web Documentary and book “The Great Taking” https://thegreattaking.com/https://rumble.com/v423kf8-live-with-julie.htmlAmir Tsarfati's videos and ENewsletters: https://beholdisrael.org/ andhttps://mailchi.mp/beholdisrael/amirs-amirs-weekly-newsletter-1007992?e=008a5776c7Times of Israel daily paper. https://www.timesofisrael.com/Michael Yousef Egypt Evangelism: https://opentheword.org/?s=Muslims+receive+dream&submit=Search and https://opentheword.org/2023/12/11/michael-youssef-discusses-the-extraordinary-evangelistic-outreach-in-egypt-where-nearly-8000-people-committed-their-lives-to-jesus/

Welcome to Everyday Business, Yeo & Yeo's podcast. On episode 29 of Everyday Business, host Peter Bender, leader of Yeo & Yeo Wealth Management, is joined by Matthew Cash, financial planning consultant for Avantax Planning PartnersSM and Andrew Matuzak, a Wealth Management Specialist in Yeo & Yeo's Saginaw office.  Charitable giving is a meaningful way to support the causes you care about and can also save you money on taxes. Several tax-efficient charitable giving strategies are available, such as qualified charitable distributions, donor-advised funds, gifting appreciated stock, and bunching. When determining which organizations or charities to donate to, it is important to consider your values and the causes that matter most to you, and research the charities to ensure they use donations effectively. Listen in as Pete, Matt and Andrew discuss the significance of charitable giving and tax-intelligent strategies to amplify the impact of your generosity. Yeo & Yeo's Everyday Business podcast covers tax, accounting, technology, and financial topics to help you and your business thrive. The podcast can be heard on Apple Podcasts, PodBean and, of course, our website. Please subscribe, rate and review. For more business insights, visit our Resource Center and subscribe to our eNewsletters. DISCLAIMER The information provided in this podcast is believed to be valid and accurate on the date it was first published. The views, information, or opinions expressed during the podcast reflect the views of the speakers. This podcast does not constitute tax, accounting, legal or other business advice or an advisor-client relationship. Before making any decision or taking action, consult with a professional regarding your specific circumstances. Investment advisory services are offered through Avantax Planning PartnersSM. Commission-based securities products are offered through Avantax Investment ServicesSM, Member FINRA, SIPC. Insurance services offered through licensed agents of Avantax Planning Partners. 3200 Olympus Blvd., Suite 100, Dallas, TX 75019. The Avantax entities are independent of and unrelated to Yeo & Yeo Wealth Management. This material is for informational purposes only. It is not intended as investment, tax or other advice or an offer or solicitation for the purchase or sale of any financial instrument. Indices are unmanaged, represent past performance, do not incur fees or expenses, and cannot be invested into directly. Past performance is no guarantee of future results. Consult with your financial, tax or other appropriate advisors on all matters pertaining to financial, accounting or tax obligations and requirements. Check the background of Pete Bender on FINRA's BrokerCheck.

Welcome to Everyday Business, Yeo & Yeo's podcast. On episode 28, host Peter Bender, leader of Yeo & Yeo Wealth Management, is joined by Matthew Cash, financial planning consultant for Avantax Planning PartnersSM. Listen in as Pete and Matt discuss the importance of year-end tax planning and tax-intelligent concepts to consider, including tax-focused investment strategies, retirement planning, family risk management, business planning, legacy planning, education planning, and cash flow management. Yeo & Yeo's Everyday Business podcast covers tax, accounting, technology, and financial topics to help you and your business thrive. The podcast can be heard on Apple Podcasts, PodBean and, of course, our website. Please subscribe, rate and review. For more business insights, visit our Resource Center and subscribe to our eNewsletters. DISCLAIMER The information provided in this podcast is believed to be valid and accurate on the date it was first published. The views, information, or opinions expressed during the podcast reflect the views of the speakers. This podcast does not constitute tax, accounting, legal or other business advice or an advisor-client relationship. Before making any decision or taking action, consult with a professional regarding your specific circumstances. Investment advisory services are offered through Avantax Planning PartnersSM. Commission-based securities products are offered through Avantax Investment ServicesSM, Member FINRA, SIPC. Insurance services offered through licensed agents of Avantax Planning Partners. 3200 Olympus Blvd., Suite 100, Dallas, TX 75019. The Avantax entities are independent of and unrelated to Yeo & Yeo Wealth Management. This material is for informational purposes only. It is not intended as investment, tax or other advice or an offer or solicitation for the purchase or sale of any financial instrument. Indices are unmanaged, represent past performance, do not incur fees or expenses, and cannot be invested into directly. Past performance is no guarantee of future results. Consult with your financial, tax or other appropriate advisors on all matters pertaining to financial, accounting or tax obligations and requirements. Check the background of Pete Bender on FINRA's BrokerCheck.

Welcome to Everyday Business, Yeo & Yeo's podcast. We've had the privilege of advising Michigan businesses for 100 years, and we want to share our knowledge with you. Covering tax, accounting, technology, financial and advisory topics relevant to you and your business, Yeo & Yeo's podcast is hosted by industry and subject matter experts, where we go beyond the beans. On episode 27 of Everyday Business, host Peter Bender, leader of Yeo & Yeo Wealth Management, is joined by Kevin Dement, Principal, Client Development, Avantax Retirement Plan ServicesSM and Matthew Cash, financial planning consultant for Avantax Planning PartnersSM. Listen in as Pete, Kevin and Matt discuss SECURE 2.0 and how many provisions of the act can enhance retirement plans. Thank you for tuning in to Yeo & Yeo's Everyday Business podcast. Yeo & Yeo's podcast can be heard on Apple Podcasts, PodBean and, of course, our website. Please subscribe, rate and review. For more business insights, visit our Resource Center and subscribe to our eNewsletters. DISCLAIMER The information provided in this podcast is believed to be valid and accurate on the date it was first published. The views, information, or opinions expressed during the podcast reflect the views of the speakers. This podcast does not constitute tax, accounting, legal or other business advice or an advisor-client relationship. Before making any decision or taking action, consult with a professional regarding your specific circumstances. Investment advisory services are offered through Avantax Planning PartnersSM. Commission-based securities products are offered through Avantax Investment ServicesSM, Member FINRA, SIPC. Insurance services offered through licensed agents of Avantax Planning Partners. 3200 Olympus Blvd., Suite 100, Dallas, TX 75019. The Avantax entities are independent of and unrelated to Yeo & Yeo Wealth Management. Peter Bender is an Avantax registered representative. Not all Financial Professionals are licensed to offer all products or services. Financial planning and investment advisory services require separate licenses. Avantax affiliated advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state. This material is for informational purposes only. It is not intended as investment, tax or other advice or an offer or solicitation for the purchase or sale of any financial instrument. Indices are unmanaged, represent past performance, do not incur fees or expenses, and cannot be invested into directly. Past performance is no guarantee of future results. Consult with your financial, tax or other appropriate advisors on all matters pertaining to financial, accounting or tax obligations and requirements. Check the background of Pete Bender on FINRA's BrokerCheck.

Welcome to Everyday Business, Yeo & Yeo's podcast. We've had the privilege of advising Michigan businesses for more than 99 years, and we want to share our knowledge with you. Covering tax, accounting, technology, financial and advisory topics relevant to you and your business, Yeo & Yeo's podcast is hosted by industry and subject matter experts, where we go beyond the beans. On episode 26 of Everyday Business, host Peter Bender, leader of Yeo & Yeo Wealth Management is joined by Matthew Cash, financial planning consultant for Avantax Planning PartnersSM. Listen in as Pete and Matt discuss SECURE 2.0 and how many provisions of the act will affect many individuals and their families. Thank you for tuning in to Yeo & Yeo's Everyday Business podcast. Yeo & Yeo's podcast can be heard on Apple Podcasts, PodBean and, of course, our website. Please subscribe, rate and review. For more business insights, visit our Resource Center and subscribe to our eNewsletters. DISCLAIMER The information provided in this podcast is believed to be valid and accurate on the date it was first published. The views, information, or opinions expressed during the podcast reflect the views of the speakers. This podcast does not constitute tax, accounting, legal or other business advice or an advisor-client relationship. Before making any decision or taking action, consult with a professional regarding your specific circumstances. Investment advisory services are offered through Avantax Planning PartnersSM. Commission-based securities products are offered through Avantax Investment ServicesSM, Member FINRA, SIPC. Insurance services offered through licensed agents of Avantax Planning Partners. 3200 Olympus Blvd., Suite 100, Dallas, TX 75019. The Avantax entities are independent of and unrelated to Yeo & Yeo Wealth Management. Peter Bender is an Avantax registered representative. Not all Financial Professionals are licensed to offer all products or services. Financial planning and investment advisory services require separate licenses. Avantax affiliated advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state. This material is for informational purposes only. It is not intended as investment, tax or other advice or an offer or solicitation for the purchase or sale of any financial instrument. Indices are unmanaged, represent past performance, do not incur fees or expenses, and cannot be invested into directly. Past performance is no guarantee of future results. Consult with your financial, tax or other appropriate advisors on all matters pertaining to financial, accounting or tax obligations and requirements. Check the background of Pete Bender on FINRA's BrokerCheck.

Welcome to Everyday Business, Yeo & Yeo's podcast. We've had the privilege of advising Michigan businesses for more than 99 years, and we want to share our knowledge with you. Covering tax, accounting, technology, financial and advisory topics relevant to you and your business, Yeo & Yeo's podcast is hosted by industry and subject matter experts, where we go beyond the beans. On episode 25 of Everyday Business, host Peter Bender, leader of Yeo & Yeo Wealth Management is joined by Matthew Cash, financial planning consultant for Avantax Planning PartnersSM. Listen in as Pete and Matt discuss Maximizing Social Security Benefits in the sixth in our series focusing on wealth management. When should you start drawing Social Security benefits and planning? (1:40) Visit www.ssa.gov for information to help answer common questions (3:39) Can I earn more by waiting to draw from retirement past age 62? (5:00) Is it always best to wait or are there cases when you should draw early? (7:20) When does someone qualify for Medicare benefits? (10:40) Ways to maximize Social Security benefits (12:45 ) The rules of claiming a former spouse (15:54) Thank you for tuning in to Yeo & Yeo's Everyday Business podcast. Yeo & Yeo's podcast can be heard on Apple Podcasts, PodBean and, of course, our website. Please subscribe, rate and review. For more business insights, visit our Resource Center and subscribe to our eNewsletters. DISCLAIMER The information provided in this podcast is believed to be valid and accurate on the date it was first published. The views, information, or opinions expressed during the podcast reflect the views of the speakers. This podcast does not constitute tax, accounting, legal or other business advice or an advisor-client relationship. Before making any decision or taking action, consult with a professional regarding your specific circumstances. Investment advisory services are offered through Avantax Planning PartnersSM. Commission-based securities products are offered through Avantax Investment ServicesSM, Member FINRA, SIPC. Insurance services offered through licensed agents of Avantax Planning Partners. 3200 Olympus Blvd., Suite 100, Dallas, TX 75019. The Avantax entities are independent of and unrelated to Yeo & Yeo Wealth Management. Peter Bender is an Avantax registered representative. Not all Financial Professionals are licensed to offer all products or services. Financial planning and investment advisory services require separate licenses. Avantax affiliated advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state. This material is for informational purposes only. It is not intended as investment, tax or other advice or an offer or solicitation for the purchase or sale of any financial instrument. Indices are unmanaged, represent past performance, do not incur fees or expenses, and cannot be invested into directly. Past performance is no guarantee of future results. Consult with your financial, tax or other appropriate advisors on all matters pertaining to financial, accounting or tax obligations and requirements. Check the background of Pete Bender on FINRA's BrokerCheck.

Welcome to Everyday Business, Yeo & Yeo's podcast. We've had the privilege of advising Michigan businesses for more than 99 years, and we want to share our knowledge with you. Covering tax, accounting, technology, financial and advisory topics relevant to you and your business, Yeo & Yeo's podcast is hosted by industry and subject matter experts, where we go beyond the beans. On episode 24 of Everyday Business, host Peter Bender, leader of Yeo & Yeo Wealth Management is joined by Matthew Cash, financial planning consultant for Avantax Planning PartnersSM. Listen in as Pete and Matt discuss important questions you should consider when building a succession plan, in the final episode of our series focusing on wealth management. Thank you for tuning in to Yeo & Yeo's Everyday Business podcast. Yeo & Yeo's podcast can be heard on Apple Podcasts, PodBean and, of course, our website. Please subscribe, rate and review. For more business insights, visit our Resource Center and subscribe to our eNewsletters. DISCLAIMER The information provided in this podcast is believed to be valid and accurate on the date it was first published. The views, information, or opinions expressed during the podcast reflect the views of the speakers. This podcast does not constitute tax, accounting, legal or other business advice or an advisor-client relationship. Before making any decision or taking action, consult with a professional regarding your specific circumstances. Investment advisory services are offered through Avantax Planning PartnersSM. Commission-based securities products are offered through Avantax Investment ServicesSM, Member FINRA, SIPC. Insurance services offered through licensed agents of Avantax Planning Partners. 3200 Olympus Blvd., Suite 100, Dallas, TX 75019. The Avantax entities are independent of and unrelated to Yeo & Yeo Wealth Management. Peter Bender is an Avantax registered representative. Not all Financial Professionals are licensed to offer all products or services. Financial planning and investment advisory services require separate licenses. Avantax affiliated advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state. This material is for informational purposes only. It is not intended as investment, tax or other advice or an offer or solicitation for the purchase or sale of any financial instrument. Indices are unmanaged, represent past performance, do not incur fees or expenses, and cannot be invested into directly. Past performance is no guarantee of future results. Consult with your financial, tax or other appropriate advisors on all matters pertaining to financial, accounting or tax obligations and requirements. Check the background of Pete Bender on FINRA's BrokerCheck.

scension Tips: Blueprint Supporting your Journey Towards Ascension with Debra Guisti, the Creatress of Transformation and co-hosts Tanjila of Soul Search, Neil Gaur of Portal to Ascension and Joan of Angels. Debra founded and produces Debra Recommends & Harmony Connects Events Calendar Websites and eNewsletters which share details and ticket discounts for the finest Transformational Events Festivals, Conferences, Concerts, Workshops, Gatherings, and Online Programs throughout Northern California and beyond to a combined list of over 100,000 subscribers. Debra has spent over 40 years on the leading edge of the ever-emerging new paradigm culture, both locally in the Bay Area and internationally. An entrepreneur since age 22, Debra has grown a series of businesses supporting personal growth and transformation, healthy and sustainable life styles, leading edge spirituality, and community connection. Find out more here: https://debragiusti.com/ _______________________ JOIN US FOR A TWO DAY ONLINE SUMMIT – THE ASCENSION OF THE SOUL ON 10/29-10/30 Explore your Soul's Evolution. You are a spiritual being having a human experience. Join our incredible Soul Search Teachers, Healers, and Guides as we delve into these questions and begin to explore your Soul, your Soul's evolution, and your Soul's Ascension. Register Now: https://portaltoascension.org/event/ascension-of-the-soul/ _______________________________

Ascension Tips: Blueprint Supporting your Journey Towards Ascension with Debra Guisti, the Creatress of Transformation and co-hosts Tanjila of Soul Search, Neil Gaur of Portal to Ascension and Joan of Angels. Debra founded and produces Debra Recommends & Harmony Connects Events Calendar Websites and eNewsletters which share details and ticket discounts for the finest Transformational Events Festivals, Conferences, Concerts, Workshops, Gatherings, and Online Programs throughout Northern California and beyond to a combined list of over 100,000 subscribers. Debra has spent over 40 years on the leading edge of the ever-emerging new paradigm culture, both locally in the Bay Area and internationally. An entrepreneur since age 22, Debra has grown a series of businesses supporting personal growth and transformation, healthy and sustainable life styles, leading edge spirituality, and community connection. Find out more here: https://debragiusti.com/ _______________________ JOIN US FOR A TWO DAY ONLINE SUMMIT – THE ASCENSION OF THE SOUL ON 10/29-10/30 Explore your Soul's Evolution. You are a spiritual being having a human experience. Join our incredible Soul Search Teachers, Healers, and Guides as we delve into these questions and begin to explore your Soul, your Soul's evolution, and your Soul's Ascension. Register Now: https://portaltoascension.org/event/ascension-of-the-soul/

Welcome to Everyday Business, Yeo & Yeo's podcast. We've had the privilege of advising Michigan businesses for more than 99 years, and we want to share our knowledge with you. Covering tax, accounting, technology, financial and advisory topics relevant to you and your business, Yeo & Yeo's podcast is hosted by industry and subject matter experts, where we go beyond the beans. On episode 23 of Everyday Business, host Peter Bender, leader of Yeo & Yeo Wealth Management is joined by Matthew Cash, financial planning consultant for Avantax Planning PartnersSM. Listen in as Pete and Matt discuss Tax Smart Investing and Planning in the fifth in our series focusing on wealth management. How does tax smart investing work? (1:44) What kind of difference can tax smart investing make on investment outcomes? (6:55) How does tax smart investing differ from tax smart financial planning? (8:03) Why don't more financial planners offer more tax smart investing strategies? (13:45) What should a client look for in a financial professional? (15:49) Thank you for tuning in to Yeo & Yeo's Everyday Business podcast. Yeo & Yeo's podcast can be heard on Apple Podcasts, PodBean and, of course, our website. Please subscribe, rate and review. For more business insights, visit our Resource Center and subscribe to our eNewsletters. DISCLAIMER The information provided in this podcast is believed to be valid and accurate on the date it was first published. The views, information, or opinions expressed during the podcast reflect the views of the speakers. This podcast does not constitute tax, accounting, legal or other business advice or an advisor-client relationship. Before making any decision or taking action, consult with a professional regarding your specific circumstances. Investment advisory services are offered through Avantax Planning PartnersSM. Commission-based securities products are offered through Avantax Investment ServicesSM, Member FINRA, SIPC. Insurance services offered through licensed agents of Avantax Planning Partners. 3200 Olympus Blvd., Suite 100, Dallas, TX 75019. The Avantax entities are independent of and unrelated to Yeo & Yeo Wealth Management. Peter Bender is an Avantax registered representative. Not all Financial Professionals are licensed to offer all products or services. Financial planning and investment advisory services require separate licenses. Avantax affiliated advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state. This material is for informational purposes only. It is not intended as investment, tax or other advice or an offer or solicitation for the purchase or sale of any financial instrument. Indices are unmanaged, represent past performance, do not incur fees or expenses, and cannot be invested into directly. Past performance is no guarantee of future results. Consult with your financial, tax or other appropriate advisors on all matters pertaining to financial, accounting or tax obligations and requirements. Check the background of Pete Bender on FINRA's BrokerCheck.

Welcome to Everyday Business, Yeo & Yeo's podcast. We've had the privilege of advising Michigan businesses for more than 99 years, and we want to share our knowledge with you. Covering tax, accounting, technology, financial and advisory topics relevant to you and your business, Yeo & Yeo's podcast is hosted by industry and subject matter experts, where we go beyond the beans. On episode 22 of Everyday Business, host Peter Bender, tax principal, and leader of Yeo & Yeo Wealth Management is joined by Matthew Cash, financial planning consultant for Avantax Planning PartnersSM. Listen in as Pete and Matt discuss the tax-smart strategies for wealth transferring in the fourth in our series focusing on wealth management. Different types of estate taxes (2:44) How might a changing regulatory environment affect wealth transfer plans? (5:20)   What are some strategies that can be applied not to help minimize state taxes? (8:23) Contributing to a 529 educational savings account and the bunching rule (11:23) Donating appreciated property (13:18) Differences of beneficiaries of a ROTH or traditional IRA (14:24) When should someone look for an estate planning attorney? (15:56) Thank you for tuning in to Yeo & Yeo's Everyday Business podcast. Yeo & Yeo's podcast can be heard on Apple Podcasts, PodBean and, of course, our website. Please subscribe, rate and review. For more business insights, visit our Resource Center and subscribe to our eNewsletters.   DISCLAIMER The information provided in this podcast is believed to be valid and accurate on the date it was first published. The views, information, or opinions expressed during the podcast reflect the views of the speakers. This podcast does not constitute tax, accounting, legal or other business advice or an advisor-client relationship. Before making any decision or taking action, consult with a professional regarding your specific circumstances. Investment advisory services are offered through Avantax Planning PartnersSM. Commission-based securities products are offered through Avantax Investment ServicesSM, Member FINRA, SIPC. Insurance services offered through licensed agents of Avantax Planning Partners. 3200 Olympus Blvd., Suite 100, Dallas, TX 75019. The Avantax entities are independent of and unrelated to Yeo & Yeo Wealth Management. Peter Bender is an Avantax registered representative. Not all Financial Professionals are licensed to offer all products or services. Financial planning and investment advisory services require separate licenses. Avantax affiliated advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state. This material is for informational purposes only. It is not intended as investment, tax or other advice or an offer or solicitation for the purchase or sale of any financial instrument. Indices are unmanaged, represent past performance, do not incur fees or expenses, and cannot be invested into directly. Past performance is no guarantee of future results. Consult with your financial, tax or other appropriate advisors on all matters pertaining to financial, accounting or tax obligations and requirements. Check the background of Pete Bender on FINRA's BrokerCheck.

Welcome to Everyday Business, Yeo & Yeo's podcast. We've had the privilege of advising Michigan businesses for more than 99 years, and we want to share our knowledge with you. Covering tax, accounting, technology, financial and advisory topics relevant to you and your business, Yeo & Yeo's podcast is hosted by industry and subject matter experts, where we go beyond the beans. On episode 21 of Everyday Business, host Peter Bender, leader of Yeo & Yeo Wealth Management., is joined by Kevin Dement, Principal, Client Development, Avantax Retirement Plan ServicesSM and Matthew Cash, financial planning consultant for Avantax Planning PartnersSM. Listen in as Pete, Kevin and Matt discuss retirement plans, the benefits and challenges that come with them and the many rules and regulations to consider in the third episode in our series focusing on wealth management. What are the main benefits of sponsoring an employee retirement plan? (1:55) What is a fiduciary and the responsibilities of employers (3:04) Rules for employers to follow when it comes to contributions and distributions (5:30) Steps sponsors can take to ensure retirement plans are running smoothly (7:40) Is an investment company or group that oversees the retirement plan recommended for a company? (9:40) How often should a retirement plan be reviewed? (11:30) What does the retirement plan review look like and picking a partner (13:15) How Yeo & Yeo and Avantax work together and the benefits (16:20) Thank you for tuning in to Yeo & Yeo's Everyday Business podcast. Yeo & Yeo's podcast can be heard on Apple Podcasts, PodBean and, of course, our website. Please subscribe, rate and review. For more business insights, visit our Resource Center and subscribe to our eNewsletters. DISCLAIMER The information provided in this podcast is believed to be valid and accurate on the date it was first published. The views, information, or opinions expressed during the podcast reflect the views of the speakers. This podcast does not constitute tax, accounting, legal or other business advice or an advisor-client relationship. Before making any decision or taking action, consult with a professional regarding your specific circumstances. Investment advisory services are offered through Avantax Planning PartnersSM. Commission-based securities products are offered through Avantax Investment ServicesSM, Member FINRA, SIPC. Insurance services offered through licensed agents of Avantax Planning Partners. 3200 Olympus Blvd., Suite 100, Dallas, TX 75019. The Avantax entities are independent of and unrelated to Yeo & Yeo Wealth Management. Peter Bender is an Avantax registered representative. Not all Financial Professionals are licensed to offer all products or services. Financial planning and investment advisory services require separate licenses. Avantax affiliated advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state. This material is for informational purposes only. It is not intended as investment, tax or other advice or an offer or solicitation for the purchase or sale of any financial instrument. Indices are unmanaged, represent past performance, do not incur fees or expenses, and cannot be invested into directly. Past performance is no guarantee of future results. Consult with your financial, tax or other appropriate advisors on all matters pertaining to financial, accounting or tax obligations and requirements. Check the background of Pete Bender on FINRA's BrokerCheck.

For all Sports Card collectors and investors, it helps to have a plan and some priority cards to chase. With so many products and players in the market, our host Gary tries to focus on one or two very good cards to “level up” his portfolio at a Saturday card show. Does it work? What if other deals jump out at you? ——- For more Hoops content, podcasts, eNewsletters, and prizes, join us over at HoopsPLUS - go to anchor.fm/HoopsandCards/subscribe today! —— You can also use the Promo code “hoops” at NOOFFSEASON.com to get 50% off of your first month in their PREMIUM membership section! --- Send in a voice message: https://anchor.fm/hoopsandcards/message

Welcome to Everyday Business, Yeo & Yeo's podcast. We've had the privilege of advising Michigan businesses for more than 99 years, and we want to share our knowledge with you. Covering tax, accounting, technology, financial and advisory topics relevant to you and your business, Yeo & Yeo's podcast is hosted by industry and subject matter experts, where we go beyond the beans. On episode 20 of Everyday Business, host David Jewell, tax partner in Kalamazoo, is joined by Kelly Brown, a tax manager in our Saginaw office. Listen in as David and Kelly discuss tax nexus and exposure, such as income taxes, franchise taxes and gross receipts taxes. Nexus and eliminating the mystery of taxes for businesses crossing state lines (1:30) Nexus and warehouse inventory and Why businesses need to be vigilant of where they are leaving a footprint (2:10) Do businesses have nexus if they don't have “stuff” in a state? (2:55) Is there a certain dollar amount of sales that it would need to have before this economic nexus is met? (5:50) How do state laws spell out their vague state laws for economic nexus? (7:00) Taxes that business owners are often subject to and surprised by (7:55) What is voluntary disclosure and the alternative? (8:43) What can a business do if they aren't sure whether they need to be filing in additional jurisdictions? (10:00) Thank you for tuning in to Yeo & Yeo's Everyday Business podcast. Yeo & Yeo's podcast can be heard on Apple Podcasts, PodBean and, of course, our website. Please subscribe, rate and review. For more business insights, visit our Resource Center and subscribe to our eNewsletters. DISCLAIMER The information provided in this podcast is believed to be valid and accurate on the date it was first published. The views, information, or opinions expressed during the podcast reflect the views of the speakers. This podcast does not constitute tax, accounting, legal or other business advice or an advisor-client relationship. Before making any decision or taking action, consult with a professional regarding your specific circumstances.

Welcome to Everyday Business, Yeo & Yeo's podcast. We've had the privilege of advising Michigan businesses for more than 99 years, and we want to share our knowledge with you. Covering tax, accounting, technology, financial and advisory topics relevant to you and your business, Yeo & Yeo's podcast is hosted by industry and subject matter experts, where we go beyond the beans. On episode 19 of Everyday Business, host Peter Bender, principal and leader of Yeo & Yeo Wealth Management., is joined by Matthew Cash, financial planning consultant for Avantax Planning PartnersSM. Listen in as Pete and Matt discuss the financial planning process in the second in our series focusing on wealth management. The differences between investors and financial planning partners (1:55) Financial advisor fee structure vs commission based structure (4:06) Yeo & Yeo's unique financial planning process with Avantax (7:20) The differences in the types of investments (10:05) The GPS (Guidance Planning Strategies) process (12:16) Strategies to help clients make good financial decisions (16:33) Thank you for tuning in to Yeo & Yeo's Everyday Business podcast. Yeo & Yeo's podcast can be heard on Apple Podcasts, PodBean and, of course, our website. Please subscribe, rate and review. For more business insights, visit our Resource Center and subscribe to our eNewsletters. DISCLAIMER The information provided in this podcast is believed to be valid and accurate on the date it was first published. The views, information, or opinions expressed during the podcast reflect the views of the speakers. This podcast does not constitute tax, accounting, legal or other business advice or an advisor-client relationship. Before making any decision or taking action, consult with a professional regarding your specific circumstances. Investment advisory services are offered through Avantax Planning PartnersSM. Commission-based securities products are offered through Avantax Investment ServicesSM, Member FINRA, SIPC. Insurance services offered through licensed agents of Avantax Planning Partners. 3200 Olympus Blvd., Suite 100, Dallas, TX 75019. The Avantax entities are independent of and unrelated to Yeo & Yeo Wealth Management. Peter Bender is an Avantax registered representative. Not all Financial Professionals are licensed to offer all products or services. Financial planning and investment advisory services require separate licenses. Avantax affiliated advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state. This material is for informational purposes only. It is not intended as investment, tax or other advice or an offer or solicitation for the purchase or sale of any financial instrument. Indices are unmanaged, represent past performance, do not incur fees or expenses, and cannot be invested into directly. Past performance is no guarantee of future results. Consult with your financial, tax or other appropriate advisors on all matters pertaining to financial, accounting or tax obligations and requirements. Check the background of Pete Bender on FINRA's BrokerCheck.

Welcome to Everyday Business, Yeo & Yeo's podcast. We've had the privilege of advising Michigan businesses for more than 99 years, and we want to share our knowledge with you. Covering tax, accounting, technology, financial and advisory topics relevant to you and your business, Yeo & Yeo's podcast is hosted by industry and subject matter experts, where we go beyond the beans. On episode 18 of Everyday Business, host Peter Bender, managing principal of the Saginaw office and leader of Yeo & Yeo Wealth Management., is joined by Matthew Cash, financial planning consultant for Avantax Planning PartnersSM. Listen in as Pete and Matt discuss the inflation and market volatility in the first in our series focusing on wealth management. Causes of inflation (2:10) Why is inflation so much more impactful for those in their retirement years? (5:22) Interest rate increases and how it will infect investors (9:00) What can investors do to offset inflation in their portfolios now? (13:05) What are some things investors can do in volatile times to offset changes in the market? (16:15) Thank you for tuning in to Yeo & Yeo's Everyday Business podcast. Yeo & Yeo's podcast can be heard on Apple Podcasts, PodBean and, of course, our website. Please subscribe, rate and review. For more business insights, visit our Resource Center and subscribe to our eNewsletters. DISCLAIMER The information provided in this podcast is believed to be valid and accurate on the date it was first published. The views, information, or opinions expressed during the podcast reflect the views of the speakers. This podcast does not constitute tax, accounting, legal or other business advice or an advisor-client relationship. Before making any decision or taking action, consult with a professional regarding your specific circumstances. Investment advisory services are offered through Avantax Planning PartnersSM. Commission-based securities products are offered through Avantax Investment ServicesSM, Member FINRA, SIPC. Insurance services offered through licensed agents of Avantax Planning Partners. 3200 Olympus Blvd., Suite 100, Dallas, TX 75019. The Avantax entities are independent of and unrelated to Yeo & Yeo Wealth Management. Peter Bender is an Avantax registered representative. Not all Financial Professionals are licensed to offer all products or services. Financial planning and investment advisory services require separate licenses. Avantax affiliated advisors may only conduct business with residents of the states for which they are properly registered. Please note that not all of the investments and services mentioned are available in every state. This material is for informational purposes only. It is not intended as investment, tax or other advice or an offer or solicitation for the purchase or sale of any financial instrument. Indices are unmanaged, represent past performance, do not incur fees or expenses, and cannot be invested into directly. Past performance is no guarantee of future results. Consult with your financial, tax or other appropriate advisors on all matters pertaining to financial, accounting or tax obligations and requirements. Check the background of Pete Bender on FINRA's BrokerCheck.

Welcome to Everyday Business, Yeo & Yeo's podcast. We've had the privilege of advising Michigan businesses for more than 95 years, and we want to share our knowledge with you. Covering tax, accounting, technology, financial and advisory topics relevant to you and your business, Yeo & Yeo's podcast is hosted by industry and subject matter experts, where we go beyond the beans. On episode 17 of Everyday Business, host Thomas O'Sullivan, managing principal and member of Yeo & Yeo's Cannabis Services Group, is joined by Alex Wilson, senior manager and leader of the Cannabis Services Group.     Listen in as Tom and Alex discuss the cannabis industry in Michigan in the second of our two-part podcast series focusing on cannabusiness. Accounting and what owners need to do before opening their doors (1:30) Entity structure and what needs to be in place before starting a business (4:35) How to be successful moving forward. Find your process (6:30) Annual Financial Statement (AFS) filing (8:00) Helping your clients through the maze of regulatory issues (12:10) Why having a trusted advisor is important (14:02) Thank you for tuning in to Yeo & Yeo's Everyday Business podcast. Yeo & Yeo's podcast can be heard on Apple Podcasts, PodBean and, of course, our website. Please subscribe, rate and review. For more business insights, visit our Resource Center and subscribe to our eNewsletters. DISCLAIMER The information provided in this podcast is believed to be valid and accurate on the date it was first published. The views, information, or opinions expressed during the podcast reflect the views of the speakers. This podcast does not constitute tax, accounting, legal or other business advice or an advisor-client relationship. Before making any decision or taking action, consult with a professional regarding your specific circumstances.

Welcome to Everyday Business, Yeo & Yeo's podcast. We've had the privilege of advising Michigan businesses for more than 95 years, and we want to share our knowledge with you. Covering tax, accounting, technology, financial and advisory topics relevant to you and your business, Yeo & Yeo's podcast is hosted by industry and subject matter experts, where we go beyond the beans. On episode 16 of Everyday Business, host Thomas O'Sullivan, managing principal and member of Yeo & Yeo's Cannabis Services Group, is joined by Alex Wilson, senior manager and leader of the Cannabis Services Group.     Listen in as Tom and Alex discuss the cannabis industry in Michigan in the first of our two-part podcast series focusing on cannabusiness. How did we get here? The legalization of cannabis in Michigan (1:30) Cannabis industry regulations (3:35) Medical and recreational legalization in Michigan (4:57) Insight on the cannabusiness licensing and vetting process (7:25) The different types of licenses (8:37) Michigan cannabis restrictions (13:30) Federal regulations and how they affect Michigan cannabusiness (16:45) Banking rules (18:15) Important notes for those looking to start a cannabusiness (20:16) Takeaways from part one (23:20) Thank you for tuning in to Yeo & Yeo's Everyday Business podcast. Yeo & Yeo's podcast can be heard on Apple Podcasts, PodBean and, of course, our website. Please subscribe, rate and review. For more business insights, visit our Resource Center and subscribe to our eNewsletters. DISCLAIMER The information provided in this podcast is believed to be valid and accurate on the date it was first published. The views, information, or opinions expressed during the podcast reflect the views of the speakers. This podcast does not constitute tax, accounting, legal or other business advice or an advisor-client relationship. Before making any decision or taking action, consult with a professional regarding your specific circumstances.

Let's get the new year off to a good start and know our customer, market and industry better than your colleagues and competition.  Let's create a knowledge gathering system for you. It will pay off in terms of your professionalism, your results and your career! Early in my career I just took what the company told me as the gospel about what was going on in the medical specialties I was selling to and the industry I participated in.  Granted waaay back then…the multitude of knowledge access points that exist today did not exist (YouTube, eNewsletters, News aggregators, Webinars, Facebook, Twitter, Specialized websites, etc.).  With all these access points there is really no excuse not to know what is going on in your market and to know your customer. In today's podcast and video cast I will share my approach to this.  No doubt, after you listen or view this episode, you will have good ideas to add.  Please let me know and I will mention them in the next podcast. We will review: Four categories of knowledge you should be investigating every week. Four methods to stay up to date. Examples of how to put these methods to action. When you are done listening and or viewing, you will have a very clear idea of how to set up your knowledge gathering system and you will be better for it. Finally, a warm welcome to several new MedTech Leaders community members that joined in December!! Medtechleaders.net Now Go Win Your Week!! Links to mentions in the podcast: Becker Healthcare and Hospital Review https://www.beckershospitalreview.com Healio - https://www.healio.com JAMA Network - https://jamanetwork.com MASS Device - https://www.massdevice.com Feedspot top 20 Medical Device Podcasts - https://blog.feedspot.com/medical_device_podcasts/ State of Demand Gen Podcast - https://www.refinelabs.com/podcast Ted Newill's LinkedIn Profile link  More Medical Device Success podcasts link Medical Device Success website link  MedTech Leaders Community link Link to Ted's contact page 

Welcome to Everyday Business, Yeo & Yeo's podcast. We've had the privilege of advising Michigan businesses for more than 95 years, and we want to share our knowledge with you. Covering tax, accounting, technology, financial and advisory topics relevant to you and your business, Yeo & Yeo's podcast is hosted by industry and subject matter experts, where we go beyond the beans. On episode 15 of Everyday Business, host Taylor Bartosiewicz, marketing associate, is joined by Dave Youngstrom, Yeo & Yeo's new President & CEO. Listen in as Taylor talks to Dave about his career and his vision for the future of Yeo & Yeo. Dave, a principal and shareholder, serves on Yeo & Yeo's board of directors, is a member of the firm's strategic planning team and has led Yeo & Yeo's Assurance Service Line since 2015. He has very successfully directed the firm-wide audit practice, streamlining and growing the firm's assurance solutions. Thank you for tuning in to Yeo & Yeo's Everyday Business Podcast. Yeo & Yeo's podcast can be heard on Apple Podcasts, PodBean and, of course, our website. Please subscribe, rate and review. For more business insights, visit our Resource Center and subscribe to our eNewsletters. DISCLAIMER The information provided in this podcast is believed to be valid and accurate on the date it was first published. The views, information, or opinions expressed during the podcast reflect the views of the speakers. This podcast does not constitute tax, accounting, legal or other business advice, or an advisor-client relationship. Before making any decision or taking action, consult with a professional regarding your specific circumstances.

Join host Michelle D. Jackson and panelists Reginald Williams, author of A Marginalized Voice; Alvinya Key, author of Love Or The Illusions Of Love; Rowana Abbensetts-Dobson, author of Departure Story! and writer Tenicka Missouri as they discuss steps to creating effective blogs and newsletters to help promote new and independent books. To view, post questions, or listen to the event, subscribe to the platforms below: YouTube: https://www.youtube.com/channel/UCvLTqx4GsQWed70-zOPDZTQ(view live) --- Send in a voice message: https://anchor.fm/michelle-denise-jackson/message

Kristin is the founder of Pen & Peacock Writing, which specializes in writing websites and digital marketing that inspire readers to take action while creating better brand recognition and top-of-mind product awareness. She writes, produces, and edits website content, blogs, landing pages, eNewsletters, eBooks, and much more. Kristin is also a published poet and ghostwriter. I've asked Kristin to come on the show today to share some tips for becoming a healthier writer. She has had her share of health challenges over the years. As a result, she is a great resource for helping us understand the importance of good health as writers. In this interview, Kristin shares the importance of wellness, the power of mind, body, and spirit balance, some simple actions we take toward better health, and much more. This was a powerful conversation that has given me even more motivation to make health my primary focus this year. You can find Kristin on her website, LinkedIn, or Facebook. *** Are you looking for a community of enthusiastic, generous writers to help you build better habits and grow your writing business? Check out our Daily Writer Community.  Check out our Daily Writing Prompts, which will help you break through creative blocks, brainstorm new ideas, and get back into a state of flow. Writing prompts are a fantastic creative tool for creative writing, journaling, teaching, social media posts, podcasting, and more! Connect with Kent:  https://DailyWriterLife.com  Facebook: https://facebook.com/kent.sanders  Instagram: https://instagram.com/kentsanders  LinkedIn: https://linkedin.com/in/kent-sanders  Twitter: https://twitter.com/kentsanders  

Kristin is the founder of Pen & Peacock Writing, which specializes in writing websites and digital marketing that inspire readers to take action while creating better brand recognition and top-of-mind product awareness. She writes, produces, and edits website content, blogs, landing pages, eNewsletters, eBooks, and much more. Kristin is also a published poet and ghostwriter. I've asked Kristin to come on the show today to share some tips for becoming a healthier writer. She has had her share of health challenges over the years. As a result, she is a great resource for helping us understand the importance of good health as writers. In this interview, Kristin shares the importance of wellness, the power of mind, body, and spirit balance, some simple actions we take toward better health, and much more. This was a powerful conversation that has given me even more motivation to make health my primary focus this year. You can find Kristin on her website, LinkedIn, or Facebook. ***     Are you looking for a community of enthusiastic, generous writers to help you build better habits and grow your writing business? Check out our Daily Writer Community.      Check out our Daily Writing Prompts, which will help you break through creative blocks, brainstorm new ideas, and get back into a state of flow. Writing prompts are a fantastic creative tool for creative writing, journaling, teaching, social media posts, podcasting, and more!     Connect with Kent:     https://DailyWriterLife.com     Facebook: https://facebook.com/kent.sanders     Instagram: https://instagram.com/kentsanders     LinkedIn: https://linkedin.com/in/kent-sanders     Twitter: https://twitter.com/kentsanders    

Welcome to Everyday Business, Yeo & Yeo's podcast. We've had the privilege of advising Michigan businesses for more than 95 years, and we want to share our knowledge with you. Covering tax, accounting, technology, financial and advisory topics relevant to you and your business, Yeo & Yeo's podcast is hosted by industry and subject matter experts, where we go beyond the beans. On episode 14 of Everyday Business, host David Jewell, tax partner in Kalamazoo, is joined by Kelly Brown, a tax manager in our Saginaw office. Listen in as David and Kelly discuss everything sales tax, the rules and regulations, and how it has changed since the Wayfair ruling. How has Wayfair changed sales tax over the last three years? (1:20) What are marketplace laws (2:45) How do transaction counts affect small sellers and the sales tax collected? (3:25) What is the current outlook of sales tax for multi-state sellers? (4:50) What is the outlook of Michigan's sales/use tax? Specifically for construction and contractors (6:02) Review any issues for exempt projects for not-for-profit entities and governments (7:59) Why is it important for contractors and nonprofit entities to understand their responsibilities and obligations? (9:19) Knowing that contractors aren't allowed to use the governmental agency's exemption certificate can the agency buy materials with the contractor or for the contractor and not pay sales tax? (10:17) How do the contractors pay the use tax and is this an honor system? (11:27) Why are vendor contracts a big point of contention in an audit and why do they provide contractors with a false sense of security? (14:00) How does a contractor show that they have paid use tax? (15:10) How does use tax work for smaller jobs or contractors who also sell materials? (15:50) What resources are available to wade through all of the sales tax rules? (17:40) Thank you for tuning in to Yeo & Yeo's Everyday Business Podcast. Yeo & Yeo's podcast can be heard on Apple Podcasts, PodBean and, of course, our website. Please subscribe, rate and review. For more business insights, visit our Resource Center and subscribe to our eNewsletters. DISCLAIMER The information provided in this podcast is believed to be valid and accurate on the date it was first published. The views, information, or opinions expressed during the podcast reflect the views of the speakers. This podcast does not constitute tax, accounting, legal or other business advice, or an advisor-client relationship. Before making any decision or taking action, consult with a professional regarding your specific circumstances.

Welcome to Everyday Business, Yeo & Yeo's podcast. We've had the privilege of advising Michigan businesses for more than 95 years, and we want to share our knowledge with you. Covering tax, accounting, technology, financial and advisory topics relevant to you and your business, Yeo & Yeo's podcast is hosted by industry and subject matter experts, where we go beyond the beans. On episode 13 of Everyday Business, host Ali Barnes, principal and member of Yeo & Yeo's Government Services Group, is joined by Alan Panter, also a principal and member of the Government Services Group. Listen in as Ali and Alan discuss the Michigan Uniform Chart of Accounts for local government in the second of our two-part podcast series focusing on auditing and accounting for government entities. Overview of the Michigan Uniform Chart of Accounts (1:13) Governmental accounting components that make up an account number (3:36) Why is the Michigan Chart of Accounts coming up now? (6:15) Excerpt of key implementation dates to remember from this episode:Compliance with the uniform chart of accounts is required, as a minimum, as of any fiscal year-end of October 31, 2022, or later. So, for a government with a December 31 year-end, the final implementation would not be required until December 31, 2022. September 30 fiscal year-ends are the last to go and would not be required to implement until September 30, 2023. Depending on what software you are using, and whether your vendor supports an in-year conversion, and how that process works, you may be able to wait until year-end to implement the uniform chart of accounts. This would be an acceptable method from a compliance standpoint but would not be the recommended method. We recommend implementing the chart of accounts as of the beginning of the fiscal year, whenever that falls. We recommend, however, that you implement the changes as of the beginning of the fiscal year, which would be January 1, 2022. What changes are in the updated chart of accounts to align general ledger accounting with some of the new standards? (8:35) Other fundamental changes to note (10:50) Recommendations for successful implementation (13:25) Can software such as QuickBooks help governments stay in compliance? (16:57) Suggested resources (18:36) Thank you for tuning in to Yeo & Yeo's Everyday Business Podcast. Yeo & Yeo's podcast can be heard on Apple Podcasts, PodBean and, of course, our website. Please subscribe, rate and review. For more business insights, visit our Resource Center and subscribe to our eNewsletters. DISCLAIMER The information provided in this podcast is believed to be valid and accurate on the date it was first published. The views, information, or opinions expressed during the podcast reflect the views of the speakers. This podcast does not constitute tax, accounting, legal, or other business advice or an advisor-client relationship. Before making any decision or taking action, consult with a professional regarding your specific circumstances.

Episode 12: Single Audits for Government Entities Welcome to Everyday Business, Yeo & Yeo's podcast. We've had the privilege of advising Michigan businesses for more than 95 years, and we want to share our knowledge with you. Covering tax, accounting, technology, financial and advisory topics relevant to you and your business, Yeo & Yeo's podcast is hosted by industry and subject matter experts, where we go beyond the beans. On episode 12 of Everyday Business, host Alan Panter, principal and member of Yeo & Yeo's Government Services Group, is joined by Jamie Rivette, principal and leader of the Government Services Group.     Listen in as Alan and Jamie discuss single audits for government entities in the first of our two-part podcast series focusing on auditing and accounting for government entities. What is a Single Audit, and how do I determine if one is required? How should the federal dollars be reported in the financial statements? (1:20) Who is responsible for preparing the SEFA? (3:42) Which grants should be included in the SEFA and which should not? (4:08) What else do I need to prepare? (4:53) Which items will the auditor want to test in the SEFA? (6:30) Which programs will the auditors select for testing? (8:20) Who sets compliance requirements, and how will I know which areas will be tested? (10:00) What else should I pay attention to? (11:20) Thank you for tuning in to Yeo & Yeo's Everyday Business Podcast. Yeo & Yeo's podcast can be heard on Apple Podcasts, PodBean and, of course, our website. Please subscribe, rate and review. For more business insights, visit our Resource Center and subscribe to our eNewsletters. DISCLAIMER The information provided in this podcast is believed to be valid and accurate on the date it was first published. The views, information, or opinions expressed during the podcast reflect the views of the speakers. This podcast does not constitute tax, accounting, legal or other business advice or an advisor-client relationship. Before making any decision or taking action, consult with a professional regarding your specific circumstances.

Welcome to Everyday Business, Yeo & Yeo’s podcast. We’ve had the privilege of advising Michigan businesses for more than 95 years, and we want to share our knowledge with you.Covering tax, accounting, technology, financial and advisory topics relevant to you and your business, Yeo & Yeo’s podcast is hosted by industry and subject matter experts, where we go beyond the beans.On episode 11 of Everyday Business, host Jacob Sopczynski, principal is joined by Randy Howard, CPA, and Zaher Basha, CPA, CMAA.Listen in as Jacob, Randy, and Zaher discuss the tax effects of cryptocurrency in the second of our two-part series on blockchain.When do cryptocurrencies become taxable (1:11)Transferring cryptocurrency and its effects (3:00)Being compensated through cryptocurrency (4:42)Nontaxable cryptocurrency transactions (5:50)Is buying and trading in cryptocurrency taxable? (7:04)Reporting (8:27)Cost to cost tracking (10:10)Penalties for not reporting cryptocurrency (14:40)Foreign reporting (15:14) How TCJA changed the taxation of cryptocurrency (16:20)Tax considerations with forking (17:00)Credit cards that give cash back via bitcoin (17:48)Reporting and what records should be maintained when paying employees? (18:23)Thank you for tuning in to Yeo & Yeo’s Everyday Business Podcast. Yeo & Yeo’s podcast can be heard on Apple Podcasts, PodBean and, of course, our website. Please subscribe, rate and review.For more business insights, visit our Resource Center and subscribe to our eNewsletters.

Welcome to Everyday Business, Yeo & Yeo’s podcast. We’ve had the privilege of advising Michigan businesses for more than 95 years, and we want to share our knowledge with you.Covering tax, accounting, technology, financial and advisory topics relevant to you and your business, Yeo & Yeo’s podcast is hosted by industry and subject matter experts, where we go beyond the beans.On episode 10 of Everyday Business, host Jacob Sopczynski, principal in the Flint office, is joined by Robert Konsdorf, CEO of EOS Detroit. Learn more about EOS Detroit on their LinkedIn and Twitter pages. Listen in as Jacob and Rob discuss the basics of blockchain in part one of our two-part series about blockchain and its tax effects.What is blockchain (1:35)Public and decentralized ledgers (2:55)Examples of proof of stake (6:01)The use of blockchain technology in private ledgers (8:12)How will blockchain technology impact us in the future (11:10)Additional blockchain use cases (16:07)The limitations of blockchain (18:26)Will be see the monataty transactional system increase in the coming years? (21:05)The future of blockchain (27:00)Thank you for tuning in to Yeo & Yeo’s Everyday Business Podcast. Yeo & Yeo’s podcast can be heard on Apple Podcasts, PodBean and, of course, our website. Please subscribe, rate and review.For more business insights, visit our Resource Center and subscribe to our eNewsletters.

On episode nine of Everyday Business, host Rebecca Millsap, managing principal of the Flint office, is joined by Andrew Matuzak, manager in Saginaw.Listen in as Rebecca and Andrew discuss personal and business inheritances and the tax impact of receiving an inheritance.Ways someone can receive an inheritance (1:15)Breaking down different types of inheritance (3:38)Passing down real estate and personal property (7:47)Inheriting a business and knowing the value (10:19)Thank you for tuning in to Yeo & Yeo’s Everyday Business Podcast. Yeo & Yeo’s podcast can be heard on Apple Podcasts, PodBean and, of course, our website. Please subscribe, rate and review.For more business insights, visit our Resource Center and subscribe to our eNewsletters.

On episode eight of Everyday Business, host Rebecca Millsap, managing principal of the Flint office, is joined by Andrew Matuzak, manager in Saginaw.Listen in as Rebecca and Andrew discuss the benefits of trusts as part of your estate plan and when you should consider setting up your own trust.What is a trust? (1:20)When should you set up a trust? (2:50)What are the benefits of trusts? (3:41)Can a trust help minimize taxes? (6:28)Thank you for tuning in to Yeo & Yeo’s Everyday Business Podcast. Yeo & Yeo’s podcast can be heard on Apple Podcasts, PodBean and, of course, our website. Please subscribe, rate and review.For more business insights, visit our Resource Center and subscribe to our eNewsletters.

Episode 4 brings three popular titles your way that have been reserved again and again. Caitlin discusses read-alike titles for each selection, allowing you to dig deep into similar characters, storylines, or genres. She also shares information about eNewsletters, brought to your inbox weekly, loaded with information about IPL events and new materials in our catalog.

In today's episode of SLOW MO, Nicole chats with Kasie Smith , president of Serendipity Media LLC .  They chat about how Kasie got started in the media business and how she has grown her career since then.  Smith founded Serendipity Media in 2002 with the launch of Groups Today magazine. Today, the Grand Rapids-based company has diversified into a full-service media company and content marketing firm that produces six magazines, five eNewsletters, and three custom publications, and manages websites, social media, event marketing, and a full menu of creative services for its local and national clients. *previously recorded during COVID-19, some details could be backdated* If you like listening to our podcast please leave us a review. to stay up to date about all things Urban You, follow us on Instagram and Facebook 

Jimmy and Roya talk with Dr. Audrey Raley about connecting with your community and starting a practice.SOURCES 2020 Glance https://modernod.com/2020-glanceStrategies for Alleviating Impact on the Circadian Cycle https://journals.lww.com/optvissci/Abstract/2020/03000/Evaluation_of_Two_Strategies_for_Alleviating_the.11.aspx?utm_campaign=Enewsletters&utm_medium=email&_hsmi=90515014&_hsenc=p2ANqtz-9YFxJSsEk_RJjHxtNr3TeFxE9VKjGMISJ1Z6iSE5UwX4MfrAid6ReNkTryKwOJHF1LUYDZ_8pVrn626_DEgoBJKCfOag&utm_content=90515014&utm_source=hs_emailAugmented Vision Labs https://augmentedvisionlabs.com/Refined Eye Care https://refinedeyecare.com/our-optometristDr Raley @doc_raley_od https://www.instagram.com/doc_raley_od/?hl=en Refined Eye Care Facebook https://www.facebook.com/refinedeyecare/iCARE Advisors https://icareadvisors.com/

You've Got Mail: Valerie Garcia will share all her tips, tricks, failures, & lessons learned from sending 3 years' of e-newsletters and building a mailing list of over 11,000. Join her for a candid convo on email, MailChimp, storytelling, what works, and what didn't.

Learn more about treating kids in another amazing episode where Jimmy and Roya meet with guest Thao Phoung Le!SOURCES Alternative Eyewear TN2B Exclusive Offer: http://www.trynot2blink.com/nanovista/TLC files for bankruptcy: https://www.wsj.com/articles/lasik-vision-institute-tlc-laser-eye-center-operator-files-for-bankruptcy-11590878365Surging Telehealth: https://www.visionmonday.com/business/research-and-stats/article/how-telehealths-surge-is-impacting-health-care-providers/?utm_campaign=Enewsletters&utm_medium=email&_hsmi=89068155&_hsenc=p2ANqtz--fMZZiogQCBmiKL7t5yAFWMuCaUXA_BZwRsLxisFjSTXh2sKsxEYJVUUJBduVY-AFifLzqCEAs-S-kBkzaMGPSQ3zDrA&utm_content=89068155&utm_source=hs_emailThao Phoung Le: https://www.eanw.net/doctors/thao-phuong-le-md/@thaophuongle.mdNasolacrimal Duct Obstruction Study: https://jamanetwork.com/journals/jamaophthalmology/fullarticle/2698099?guestAccessKey=e48aaee9-f512-455b-a5ea-2e960a15c4d8&utm_source=JAMA%20Network&utm_medium=referral&utm_campaign=abo-quarterlyquestions&utm_content=tfl&utm_term=01012020Nano Vista: https://youtu.be/ZIXEPY6nRmoInterface: https://youtu.be/tINLXOkHYSg

Jimmy and Roya cover the topic of myopia with Dr, Ariel Cerenzie!SOURCES Marketing4ECPs: https://marketing4ecps.com/wallpaper/2020 Glance: https://modernod.com/2020-glance/any-rothys-fans-out-thereBiofinity Toric Multifocal: https://coopervision.com/our-company/news-center/press-release/coopervision-announces-availability-biofinity-toric-multifocal?utm_campaign=Enewsletters&utm_source=hs_email&utm_medium=email&utm_content=88016502&_hsenc=p2ANqtz-_MOSHb6YasqJOiV7g89lFhQglx2s0tt_u1MFWTaDrt0mRjuJfwEiNUinR1jJIWC9JDSEuvIP71f_GnnU609eDdmLjjXg&_hsmi=88016502COVID + Healthcare https://eyewire.news/articles/analysis-55-percent-fewer-americans-sought-hospital-care-in-march-april-due-to-covid-19/?utm_campaign=Enewsletters&utm_source=hs_email&utm_medium=email&utm_content=88016502&_hsenc=p2ANqtz-_MOSHb6YasqJOiV7g89lFhQglx2s0tt_u1MFWTaDrt0mRjuJfwEiNUinR1jJIWC9JDSEuvIP71f_GnnU609eDdmLjjXg&_hsmi=88016502Valley Contax Custom Stable: https://www.valleycontax.com/custom-stable-lenses/AllerFocus http://allerfocus.com/ Dr Ariel Cerenzie: https://visionsource-studio-2020.com/about-us/doctors-staff/ariel-cerenzie-o-d/

Jimmy and Roya meet with very special guest Dr. Tamara Petrosyan in celebration of Try Not To Blink's 100th episode!SOURCES Vision Therapy Conference https://www.iheartvt.orghttps://www.anteo.io/#whyCoopervision Contact Lens for First Line https://coopervision.com/practitioner/ecp-viewpoints/covid-19-resources?utm_campaign=Enewsletters&utm_source=hs_email&utm_medium=email&utm_content=87650259&_hsenc=p2ANqtz-_mqBD12ZBuEPmhCQBYfw0rlf5_qQSJVItnqbm-aQtYMqC8Xtqt6JiK9ZsRdG0uaA8yNHwrgLjvHrW3P6LU65_2xzRKTw&_hsmi=87650259Facedown blindness https://www.aao.org/eye-health/tips-prevention/vision-loss-facedown-prone-ventilator-covid-corona?utm_campaign=Enewsletters&utm_source=hs_email&utm_medium=email&utm_content=87650259&_hsenc=p2ANqtz-_mqBD12ZBuEPmhCQBYfw0rlf5_qQSJVItnqbm-aQtYMqC8Xtqt6JiK9ZsRdG0uaA8yNHwrgLjvHrW3P6LU65_2xzRKTw&_hsmi=87650259

As part of our continuing coverage of the Coronavirus, we’re pleased to welcome back John Fitzpatrick, President and CEO of Force Marketing, who provides a weekly marketing update. To find out more, visit Force Marketing’s COVID-19: Dealer Resource Center. Did you enjoy this interview? Please share your thoughts, comments or questions regarding this topic with host Jim Fitzpatrick at jfitzpatrick@cbtnews.com. https://www.cbtnews.com/john-fitzpatrick-analyzes-the-latest-automotive-marketing-data-from-google-bing-facebook/ --- CBT Automotive Network is a highly targeted, multi-media platform for retail automotive professional. Offering a daily newscast, informative articles, daily eNewsletters, a monthly magazine, webinars and 9 network shows hosted by the industry’s top trainers and thought leaders, CBT is the “go to” source for dealership staff from the showroom to the service bay.

Originally posted on: https://www.myasbn.com/small-business-headlines/why-cleaning-your-sales-pipeline-may-be-your-next-best-business-decision-mike-gomez-business-advisor/ Often times there is a misconception among small business leaders that having an established, strong, full sales pipeline is the key to profitable and prolonged success, but is this true or is it actually a business myth? Here to talk about strategic pipeline cleaning is Atlanta Tech Village Advisor and President of Allegro Consulting, Mike Gomez. --------------------- CBT Automotive Network is a multi-media platform for retail automotive professionals. With digital channels including a daily show, informative website, daily eNewsletters, monthly magazine, webinars and 9 network shows hosted by the industry's top trainers and thought leaders. CBT is your dealership's "go to" source from the showroom to the service drive. https://www.cbtnews.com/ CONNECT WITH US! Contact us: info@cbtnews.com Subscribe: https://www.cbtnews.com/freesubscription Facebook: https://www.facebook.com/CarBizTodayNews Twitter: @CarBizToday Instagram: https://www.instagram.com/carbiztoday/

Originally posted on: https://www.cbtnews.com/the-relation-between-gross-profit-and-sales-training-sean-gardner-trainer-with-the-joe-verde-group/?fbclid=IwAR3zjGvSn-E5F_-du-_kzR76EoFQbmuvsUHClEgeIEhycGCUKvFQxfueFF8 Recently, the CBT Automotive Network was on-location at NADA 2020 in beautiful Las Vegas where host Jim Fitzpatrick spoke with Sean Gardner, a trainer with The Joe Verde Group. --------------------- CBT Automotive Network is a multi-media platform for retail automotive professionals. With digital channels including a daily show, informative website, daily eNewsletters, monthly magazine, webinars and 9 network shows hosted by the industry's top trainers and thought leaders. CBT is your dealership's "go to" source from the showroom to the service drive. https://www.cbtnews.com/ CONNECT WITH US! Contact us: info@cbtnews.com Subscribe: https://www.cbtnews.com/freesubscription Facebook: https://www.facebook.com/CarBizTodayNews Twitter: @CarBizToday Instagram: https://www.instagram.com/carbiztoday/

Originally posted on: https://www.cbtnews.com/leverage-artificial-intelligence-to-score-and-evaluate-every-customer-call-lawson-owen-proactive-dealer-solutions/ At NADA 2020 in sunny Las Vegas, host Jim Fitzpatrick was joined by Lawson Owen, Managing Partner of Proactive Dealer Solutions. --------------------- CBT Automotive Network is a multi-media platform for retail automotive professionals. With digital channels including a daily show, informative website, daily eNewsletters, monthly magazine, webinars and 9 network shows hosted by the industry's top trainers and thought leaders. CBT is your dealership's "go to" source from the showroom to the service drive. https://www.cbtnews.com/ CONNECT WITH US! Contact us: info@cbtnews.com Subscribe: https://www.cbtnews.com/freesubscription Facebook: https://www.facebook.com/CarBizTodayNews Twitter: @CarBizToday Instagram: https://www.instagram.com/carbiztoday/

Originally posted on: https://www.cbtnews.com/how-truecar-continues-to-bring-balance-and-value-to-their-dealer-partners-mike-darrow-ceo/ TrueCar CEO, Mike Darrow joined Jim Fitzpatrick on the CBT Stage at NADA 2020 in Las Vegas to discuss their recent rebrand, product changes, and the future of the company. --------------------- CBT Automotive Network is a multi-media platform for retail automotive professionals. With digital channels including a daily show, informative website, daily eNewsletters, monthly magazine, webinars and 9 network shows hosted by the industry's top trainers and thought leaders. CBT is your dealership's "go to" source from the showroom to the service drive. https://www.cbtnews.com/ CONNECT WITH US! Contact us: info@cbtnews.com Subscribe: https://www.cbtnews.com/freesubscription Facebook: https://www.facebook.com/CarBizTodayNews Twitter: @CarBizToday Instagram: https://www.instagram.com/carbiztoday/

Originally posted on: https://www.cbtnews.com/john-fitzpatrick-force-marketing-nada-2020/?fbclid=IwAR142SUV5ZhpoREGY9d9UOfpdgXcfspw1sUuG8eFAxKYUapUo-nG1-2pc_Q Force Marketing‘s John Fitzpatrick joined Jim on the CBT Stage at NADA 2020 to explain how using video in an omni-channel marketing approach can help improve customers’ shopping and car buying experience. --------------------- CBT Automotive Network is a multi-media platform for retail automotive professionals. With digital channels including a daily show, informative website, daily eNewsletters, monthly magazine, webinars and 9 network shows hosted by the industry's top trainers and thought leaders. CBT is your dealership's "go to" source from the showroom to the service drive. https://www.cbtnews.com/ CONNECT WITH US! Contact us: info@cbtnews.com Subscribe: https://www.cbtnews.com/freesubscription Facebook: https://www.facebook.com/CarBizTodayNews Twitter: @CarBizToday Instagram: https://www.instagram.com/carbiztoday/

Deb Evans and Jack Monson will be joined by Greg Marks, PROforma franchisee. Greg has a 25+ year career in serving customer needs through sales, marketing and general management and has managed internet ordering for 20+ years. Greg will share how eCommerce solutions like eMarketing, eNewsletters, eCatalogs can streamline your business process! Follow Deb, Jack and Greg on Twitter and join the conversation using #SocialGeekRadio