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What's going on in Dayton? Leandra Carr, President of Sierra Nevada Realtors tells us about the market in northern Nevada and give us the latest statistics on home sales activity. Brian Cushing talks about interest rates on home mortgages and how they fluctuate based on numerous factors. Cheri Hill talks to us about the importance of incorporating your real estate investment properties. What happens if you don't? We'll talk about a couple of client emergencies and how they turned out for the better. SNR.Realtor LahontonProperties.com BCushing@afncorp.com Sageintl.com
Steven Bugg, President & CEO of Great Lakes Credit Union, joins Jon Hansen to discuss their merger with Chicago Municipal Employees Credit Union. Steven shares what the advantages are for members when a credit union merges with another and the benefits it brings their members. For more information, visit www.glcu.org.
Neale is the CEO @ Children's Financial Network, a company focused on educating children about money from a young age. She is also an author and written extensively over the course of her career on educating children and women about money.
It's My Life and I Can Change if I Want To Take away: The power of mindset and belief in shaping one's financial and personal success. Success isn't just about external circumstances, but about how we perceive and respond to challenges, and our willingness to continually learn, adapt, and push beyond our perceived limitations. Take charge of their beliefs and attitudes, recognizing that these internal factors play a crucial role in achieving abundance and fulfillment in life. Money Learnings: Richard Walker's mother demonstrated how to make the most of limited resources, such as salvaging food from grocery store dumpsters and eating beans to survive. At a young age, Walker started selling water toys to other kids, demonstrating how to identify and fulfill market demands. He learned to earn money through various means like raking leaves, selling candy, and making bracelets. He learned to spot opportunities, like buying tubing from a neighbor to make and sell water toys. Walker developed the belief that money is a tool to get what you want, not an emotional entity. Despite financial hardships, he learned not to let circumstances dictate his emotional state or limit his ambitions. Bio: Richard Walker is the CEO and co-founder of Quik!. Having started over 10 companies since age 12, host of The Customer Wins podcast, author of two books, and father to three boys, Richard empowers people to do their best work. Prior to starting Quik!, Richard was a financial advisor with Financial Network (currently known as Cetera) and a business consultant with Arthur Andersen. He started Quik! in 2002 to help people spend less time processing paperwork and more time on what they do best. Highlights from this episode: Childhood experiences of poverty and frequent moves can shape one's perspective on money and resilience. Developing an entrepreneurial mindset from a young age can lead to creative problem-solving and financial success. Believing in your ability to change is the first step towards personal growth and transformation. Having a strong motivational desire is crucial for overcoming inertia and taking action towards your goals. Examining and changing limiting beliefs can have a profound impact on behavior and overall outlook. Optimism is a key trait shared by successful people, allowing them to set and pursue ambitious goals. Personal development through reading or listening to books correlates strongly with professional and personal success. Links: Book: http://amzn.to/iKPWK0 LinkedIn - https://www.linkedin.com/in/quikformsceo/ Podcast - https://www.quickforms.com/podcast Website – www.quickforms.com Email – rwalker@quikforms.com Richer Soul Life Beyond Money. You got rich, now what? Let's talk about your journey to more a purposeful, intentional, amazing life. Where are you going to go and how are you going to get there? Let's figure that out together. At the core is the financial well being to be able to do what you want, when you want, how you want. It's about personal freedom! Thanks for listening! Show Sponsor: http://profitcomesfirst.com/ Schedule your free no obligation call: https://bookme.name/rockyl/lite/intro-appointment-15-minutes If you like the show please leave a review on iTunes: http://bit.do/richersoul https://www.facebook.com/richersoul http://richersoul.com/ rocky@richersoul.com Some music provided by Junan from Junan Podcast Any financial advice is for educational purposes only and you should consult with an expert for your specific needs.
How do you get out of the swirl of busyness and cynicism that it's so easy to get into these days? How do you set aside doubts and imposter syndrome?Rich Walker, CEO and cofounder of Quik!, joins us on The Courage of a Leader podcast to give us profound and practical ways to think about ourselves and our work that will have us being bold and creating the extraordinary.You'll love hearing from Rich! About the Guest:Richard Walker is the CEO and co-founder of Quik!.Having started over 10 companies since age 12, host of The Customer Wins podcast, author of two books, and father to three boys, Richard empowers people to do their best work. Prior to starting Quik!, Richard was a financial advisor with Financial Network (currently known as Cetera) and a business consultant with Arthur Andersen. He started Quik! in 2002 to help people spend less time processing paperwork and more time on what they do best. The best way to reach Richard is by email, rwalker@quikforms.com About the Host:Amy L. Riley is an internationally renowned speaker, author and consultant. She has over 2 decades of experience developing leaders at all levels. Her clients include Cisco Systems, Deloitte and Barclays.As a trusted leadership coach and consultant, Amy has worked with hundreds of leaders one-on-one, and thousands more as part of a group, to fully step into their leadership, create amazing teams and achieve extraordinary results. Amy's most popular keynote speeches are:The Courage of a Leader: The Power of a Leadership LegacyThe Courage of a Leader: Create a Competitive Advantage with Sustainable, Results-Producing Cross-System CollaborationThe Courage of a Leader: Accelerate Trust with Your Team, Customers and CommunityThe Courage of a Leader: How to Build a Happy and Successful Hybrid TeamHer new book is a #1 international best-seller and is entitled, The Courage of a Leader: How to Inspire, Engage and Get Extraordinary Results.www.courageofaleader.comhttps://www.linkedin.com/in/amyshoopriley/ Resources mentioned in the podcastThe Inspire Your Team to Greatness assessment (the courage assessment).How can you inspire our team to be more proactive, take ownership and get more done?You demonstrate and empower The Courage of a Leader. In my nearly 3 decades of work with leaders, I've discovered the 11 things that leaders do – even very well-intentioned leaders do – that kill productivity.In less than 10 minutes, find out where you're empowering and inadvertently kills productivity, and get a custom report that will tell you step by step what you need to have your team get more done.https://courageofaleader.com/inspireyourteam/ Richard Walker's first bookIt's My Life I Can Change If I Want Tohttps://www.amazon.com/Its-Life-Can-Change-Want/dp/0578074214 Thanks for listening!Thanks so much for listening to The Courage of a Leader podcast! If you got inspired and/or got valuable leadership techniques you can use from this episode and think that others could benefit from listening, please share using the social media buttons on this page. Do you have questions or feedback about this episode? Leave a comment in the section below! Subscribe to the...
Cheri Hill, The Wealth Protection Diva talks about the reasons people are leaving high-tax states like California, New York, Chicago and heading to the mid-west and southern U.S. Brian Cushing talks about strategies to buy real estate in today's challenging mortgage interest rate environment. And, we'll talk about the lates market stats from Sierra Nevada Realtors. Sageintl.com
Jenn Menken (NV RE LC S.56037) and Brian Cushing (NMSL #303045) talk about the recent news about the National Association of Realtors (NAR) lawsuit and how it might affect real estate deals starting soon. How much commission will be paid? Is it negotiable? Plus a look at the latest market stats from Sierra Nevada Realtors to see which areas of northern Nevada offer the best values for the money. JennMenken.com HomeLoansReno.como Sageintl.com
After dinner in London, where the clink of glasses echoed tales of ambition and adventure, we continued the intriguing conversation with John Morris, in our latest episode of the Real Estate Lowdown. John Morris serves as President of First Financial Network (FFN), established in 1989 as the first dedicated loan sale advisory firm in the U.S. and internationally. This former rancher and professional rodeo cowboy now spends his days co-leading loan sales like a $500MM performing loan portfolio sale in Germany on behalf of the FDIC for the failed Silicon Valley Bank. In this episode John continues to unravel the story behind First Financial Network, a company that not only started and shaped the loan sale advisory industry, but also reflects their vibrant family ethos. John's tales of family and the intertwining of life with global business ambitions remind us that our professions are never just about the work – they're about the heartbeats behind them. Whether it's their groundbreaking work in the Americas or winding through their journey conducting business across a myriad of countries, this episode is a mosaic of powerful stories that reveal the heartbeat of a company and touch on the personal decision made in the shadows of 9/11 that kept their feet on different flights until their youngest turned 21. But it's the spirit of First Financial Network, where a culture of collaboration truly captures the essence of their success. Sharing anecdotes of escapades and the shared meals that solidify relationships in this industry. So, join us at the table for a conversation that's as rich and diverse as the global markets John and Bliss Morris navigate with such aplomb. Pour yourself a glass and settle in as we traverse the world with John, where each handshake or shared meal deepens bonds that define the landscape of First Financial Network leading the loan sale industry. Connect further with John at First Financial Network. (www.ffncorp.com)To learn more, visit:https://billbymel.com/Listen to more episodes on Mission Matters:https://missionmatters.com/author/bill-bymel/
Sybil is joined by special guests Michael Littledike and Daniel Blake. They delve into the creative ways a donor can use Donor Advised Funds (DAFs) to their advantage. The interview will shed light on the interplay between charitable giving, wealth management, and personal philanthropic impact. The interviewees highlight key points, including the benefit of receiving an immediate tax deduction when donating to a DAF, and the flexibility to invest those funds for charitable purposes over a longer time horizon. Daniel and Michael also delve into ideas for reforms to ensure that DAFs are used effectively and responsibly.Episode Highlights:The benefits of DAFsThe role of experts in helping donors make informed decisionsAnswering the concerns surrounding DAFsMichael Littledike Bio:Michael founded Capita Financial Network in 2008 with the vision of creating a collection of financial professionals to build a complete wealth management experience for the clients of Capita. Capita Financial Network continues to grow as the company fulfills its mission to "create the optimal wealth management experience." Mike spends most of his time building the company, finding strategic partnerships, presenting on financial topics, and building adventure-packed events for like-minded business owners to synergize. Mike and his wife, Britney, hold their family close and use their charitable opportunities to support Down Syndrome foundations. The Littledikes support their community and the next generation through UVU's Scholarship Program and the Success in Education nonprofit. They are also passionate about their support for veterans as they fund special experiences and once-in-a-lifetime opportunities through Operation Pay it Forward at their ranch in Texas.Daniel Blake Bio:As CEO, Daniel leads the team at UI Charitable Advisors and spearheads initiatives that empower high-net-worth individuals to achieve their philanthropic objectives while nurturing the next generation of social impact leaders. Previously, he was the CEO and co-founder of EcoScraps, which Scott's Miracle-Gro acquired (NYSE: SMG), where he was a Director for their sustainability and hydroponic business unit. He has led sustainability initiatives with the US State Department, United Nations World Food Programme, Amazon, Google, Home Depot, Walmart, and some of the world's largest food companies etcDaniel has been named one of the top Social Impact Entrepreneurs in the USA by Bloomberg Businessweek and has been featured as the cover story in both Inc. Magazine and Forbes. Daniel studied English at BYU where he currently serves as an adjunct professor and is on the board of advisors for the Ballard Center for Social Impact.Links:CAPITA https://www.capitafinancialnetwork.comINSTAGRAM https://www.instagram.com/capita_financialCharitable Advisors https://www.uicharitable.orgIf you enjoyed this episode, listen to these as well:https://www.doyourgood.com/blog/152-Whats-the-Big-Deal-About-Donor-Advised-Fundshttps://www.doyourgood.com/blog/151-The-Ins-and-Outs-of-Donor-Advised-Funds-with-Andrea-Rushhttps://www.doyourgood.com/blog/148-Sybil-Speak-The-Ins-and-Outs-of-Donor-Advised-Funds-and-Pooled%20FundsCrack the Code: Sybil's Successful Guide to PhilanthropyBecome even better at what you do as Sybil teaches you the strategies as well as the tools you'll need to avoid mistakes and make a career out of philanthropy.Sybil offers resources that include special free short video mini-courses, templates, and key check lists and words of advice summarized in easy to review pdfs. Check out Sybil's website with all the latest opportunities to learn from Sybil at www.doyourgood.comConnect with Do Your Goodhttps://www.facebook.com/doyourgoodhttps://www.instagram.com/doyourgoodWould you like to talk with Sybil directly?Send in your inquiries through her website https://www.doyourgood.com/ or you can email her directly at sybil@doyourgood.com
Early experiences often shape our entire lives. The inspiring story of our guest - Jennifer Openshaw - shows what's possible to achieve when you choose to own your destiny. Being a child of divorce and watching her mother struggle as a single mom to make ends meet shaped Jennifer's entire career journey. Her first “real” job was working as a maid in a motel while her mother worked two full-time jobs as a waitress to support the family. At an early age, she decided to make it on her own and to make a big impact. Now as CEO of Girls With Impact, the nation's leading business education program for young women, she empowers women all around the world with the business and tech skills to become future leaders. Jennifer's story illustrates the power of vision, determination and tenacity in your pursuits. She achieved her ambitions by looking at how other people got to where they are and always surrounding herself with a community of next level peers. She has broken barriers and paved the way for others to follow. Visit gobeyondbarriers.com, where you will find show notes and links to all the resources in this episode, including the best way to get in touch with Jennifer. Highlights: [02:18] What shaped Jennifer's young life [04:19] Jennifer's young career choices [08:05] Pursuing passions or pursuing money [14:44] Looking for opportunities [15:57] Dealing with fear of rejection or failure [18:17] Lessons learned as an entrepreneur [24:09] Gen Z in the workforce and the benefit of failing [27:36] Ready for the “what if” [30:05] Women when it comes to finances [32:14] About Girls With Impact [34:56] Taking her mission to the next level [43:57] Companies attracting entrepreneurs and Gen Z [49:21] Lightning round questions Quotes: “Sometimes the way to move up is to move out.” – Jennifer Openshaw “I'm a believer in not taking a leap until you know what you're leaping to.” – Jennifer Openshaw “It shows people something when you're willing to raise your hand.” – Jennifer Openshaw Lightning Round Questions: What book has greatly influenced you? - “The Prophet” by Kahlil Gibran What is your favorite inspiring quote or saying? - "If there's a will there's a way.” And “The answer will reveal itself.” What is one word or moniker you would use to describe yourself? - What leapfrog move can take you to where you want to go? What is one change you've implemented that made your life better? - Being grateful every day. What power song would you want playing as you walk out onto a stage? - “Ain't No Mountain High Enough” by Diana Ross. About Jennifer Openshaw: Jennifer Openshaw – called “one of the most outspoken proponents for empowering women to control their financial lives” by CBS MarketWatch – is CEO of Girls With Impact, the nation's leading business education program for young women. Her expertise and national reputation as a financial innovator have made her a valuable ally in the media – from “Oprah,” “Dr. Phil” and “Today” to CNN, Fox and CNBC. At the age of 14, Jennifer took on her first “real” job as a maid in a motel while her mother worked two full-time jobs as a waitress to support the family. In 2000, Jennifer was named one of the Internet's 25 Rising Stars as a result of her work as CEO and founder of Women's Financial Network, a company created as a result of her experience in the industry and as the “Money Expert” for KCBS-TV. The company was acquired by Wall Street legend Muriel Siebert (NYSE: SIEB). Jen's financial industry experience includes senior roles at Bank of America, leading pension advisor Wilshire Associates, and BankOne (now JP Morgan Chase). She also headed the 60-year-old Financial Women's Association and, most recently, was Partner and Chief Marketing Officer at global consulting firm Mercer, where she led the When Women Thrive research platform. She started her career in the California State Treasurer's Office. Drawing from her experience in Silicon Valley, Wall Street and Main Street in tech, education, and the financial industry, Jennifer has been a fixture in the media. Her roles have included “Money Expert” for KCBS-TV, host of ABC Radio's Winning Advice, and columnist for Dow Jones' MarketWatch. She's the author of three books: The Socially Savvy Advisor (2015); The Millionaire Zone (Hyperion), based on research about the social networking strategies of the wealthy; and What's Your Net Worth? (Perseus), turned into a Public Television Show. Jennifer has been an advisor to Fortune 500 firms, including Microsoft, where she also served as national spokesperson. She writes regularly for Dow Jones, USA Today and as a LinkedIn Influencer. Jennifer holds an MBA in finance and BA from UCLA. She is a member of the New York Economic Club and was appointed by the California Governor to the Commission on California Government Efficiency. Links: Website: https://www.girlswithimpact.org/ LinkedIn URL: https://www.linkedin.com/in/jenopenshaw/ LinkedIn URL: https://www.linkedin.com/company/girlswithimpact/ Instagram: https://www.instagram.com/girlswithimpact/ Twitter: https://twitter.com/jopenshaw Twitter: https://twitter.com/GirlsWithImpact
In celebration of our first Women in Baseball Week as the Babe's Babes, we decided to do a little something different with this episode. We invited three individuals—whom we consider to be Women in Baseball Week icons—to spend the hour with us. In this episode, you'll hear from Kelley Franco Throop, Jason Klein, and Perry Barber. Kelley is a baseball media entrepreneur. Her company is called Three Inning Fan LLC. She is the host of her own podcast, “A Date in October with KFT”. Kelley has been a guest lecturer at the Baseball Hall of Fame and former baseball contributor on CNN's Financial Network. By day, Kelley is a practicing attorney. Follow her on Twitter and Instagram at @threeinningfan to catch her “Three Inning Minute” videos, which feature one minute snippets about the legal, transactional, and nostalgic side of baseball. Jason, as you know from Episode No. 8, is a writer and sports blogger with over twenty years of experience. He is the author of YES PEPPER, an empowering new book for girls who play baseball. Jason has always enjoyed sharing his passion for baseball with his two daughters. He coaches youth baseball and is an advocate for girls getting a fair opportunity in the game. When his call for Twitter followers to share their support for his daughter, Ava, who wanted to know if girls could play baseball went viral on Twitter, Jason's push for equality garnered support from Major League Baseball, Little League International and USA Women's Baseball. He was also featured on MLB Network, the YES Network and in the Washington Post. Follow Jason on Twitter @ByJasonKlein and @YesPepperBook. Perry has been establishing a lot of "firsts" and "onlys" in baseball for over four decades. She's the only woman so far to umpire major league exhibitions in both the U.S. and Japan, and one of very few women to umpire major league spring training games in the U.S. She's the winner of the first SABR Women in Baseball Lifetime Achievement Award, nicknamed “The Dorothy” after revered researcher and writer Dorothy Seymour Mills, and is also a Jeopardy! champion, a Mensa member, an identical twin, a published author in her own right as well as the subject of numerous magazine articles, newspaper profiles, and books. And as if we didn't find her impressive already, in her former life as a singer/songwriter/guitarist, she was the opening act for Bruce Springsteen, Billy Joel, Hall and Oates, and other music luminaries. In 2008 Perry assembled the first and (so far) only four-woman crew to umpire a major league spring training game. She was selected as an alternate umpire for the 1996 Olympics in Atlanta, has taught umpiring to public school students in New York City while securing paying assignments for them with local associations, and is the first woman to have umpired in the Cape Cod League; this year (2023,) she is thrilled to note, two more women are umpiring in the CCL, ten years after she did. She's a New York State Baseball Hall of Fame inductee, and her photograph is on display at the National Baseball Hall of Fame in Cooperstown with her name on a plaque on the wall next to it, but she's not resting on her laurels; she still works tirelessly to recruit and train other women umpires in order to render the phrase "woman umpire" as redundant as "female podcaster" or "woman astrophysicist.” After more than forty years, Perry is still fighting not to be in a league of her own. She is on Twitter @perrybarber.
Michael Markey joins the show to discuss how with the overall price of houses falling, why is no one buying? Is the housing bubble about to bust… again? A recent report shows that home sales dropped 7.7% in the month of November as buyers leave the market and settle for high rent or their current dwelling. This comes as the Fed debates another interest rate hike and the overall sales price of houses fall.
In this episode I answer a question from Charles, who has a terminal illness. We go off topic and discuss books about dying, examples of people who did it well, and resources for short-term trading.Links:End of Life Series: Barbara Karnes' End of Life Guideline Series - BK Books – BK BooksThe Five Invitations: The Book | The Five invitations: What Death Can Teach Us About Living Fully – by Frank OstaseskiTaking Stock: Jordan Grumet | Welcome to JordanGrumet.comBlue Zones Vitality Test: True Vitality Test by Blue ZonesSit-Rise Test: This test could predict how long you will live - YouTubeShadow Trader Site: ShadowTrader: Daily Market Trading News Stories & Market EducationPeter Reznicek Video: Peter Reznicek - ShadowTraders @ 1pm ET - How I prepare each morning to trade - YouTubeTasty Trade: tastytrade: A Financial Network for Options & Futures Trading | tastytradeMarket Wizards Books: market wizards books schwager - Search (bing.com)Big ERN Options Strategy: Trading like an Escape Artist: How I made money in October trading S&P Futures Options with 2x leverage – Early Retirement NowKelly Criterion: Kelly Criterion Definition (investopedia.com)Ed Thorp Autobiography: A Man For All Markets - Edward O. Thorp (edwardothorp.com)Support the show
Home Base is all about helping veterans and military families thrive. Mental health and addressing the invisible wounds are part of the equation – And Inspire Up with help from AFFN is such a good example of that needed collaboration to make that thriving a reality.Thanks to our guests – John Broda and Scott Duszynski, of Armed Forces Financial Network, and Jessica Manfre of Inspire Up for your service and for all you do for military families. ###If you are your loved one is experiencing any emotional, mental health struggles, you are not alone and please contact Home Base at (617) 724-5202, or visit www.homebase.org.Sign up to join us in person or virtually for the 13th Annual Run to Home Base at runtohomebase.org.Theme music for Home Base Nation: "Rolling the tree" by The Butler FrogsBacking music and outro: "Warrior-Healer" by James and House and Air Force Veteran Blair MorinFollow Home Base on Twitter, Facebook, Instagram, LinkedInThe Home Base Nation Team is Steve Monaco, Maureen Roderick, Laurie Gallagher, Karianne Kraus, Lucy Little, Taylor Orlando, with COO Michael Allard, Brigadier General Jack Hammond, and Peter Smyth.Producer and Host: Dr. Ron HirschbergProducer, Sound, Editor: Lucy LittleChairman, Home Base Media Lab: Peter SmythHome Base Nation is the official podcast of Home Base Program for Veterans and Military Families, a partnership of the Massachusetts General Hospital and the Red Sox Foundation. To learn more and connect with us at Home Base Nation: www.homebase.org/homebasenation. To Donate to Home Base where every dollar goes to the care of veterans and military families that is cost to them, go to: www.homebase.org/donate.The views expressed by guests to the Home Base Nation podcast are their own and their appearance on the program does not imply an endorsement of them or any entity they represent. Views and opinions expressed by guests are those of the guests and do not necessarily reflect the view of the Massachusetts General Hospital, Home Base, the Red Sox Foundation or any of its officials.
Where is there value in networks? How do you optimize your use of networks? On today's podcast, Craig Jeffery is joined by Chris Clausen from Deluxe Corporation for a conversation on the power of networks with a focus on accounts payable and accounts receivable. Listen to Chris's previous episode on Modernizing AP Processing Survey results
As blockchain slowly takes center stage, major players are curious about the possibilities it brings to the social impact space. Blockchain represents a next step in tech evolution, but this new tech also can contribute to our progress as a society. In this episode Eathan Janney engages with an assemblage of ambitious industry leaders to find out how they are making an impact today. The stage is Davos, Switzerland, during the World Economic Forum Convention at a venue called the "Crypto House" where deep creative ideas are exchanged over simple cappuccinos or a lite lunch. Eathan talks with Alex Gordon-Brander (CoDEX Financial Network), Alessa Berg (Top Tier Impact), Jonathan Barry (Earth Trust), and Lori Hotz (Lobus) share their work supporting reforestation, offsetting carbon emissions, and aiding war-torn countries through Blockchain and NFTs. They explain how they use these technologies to push forward efforts that will benefit humans as a collective.More from Edge of NFT:
As blockchain slowly takes center stage, major players are curious about the possibilities it brings to the social impact space. Blockchain represents a next step in tech evolution, but this new tech also can contribute to our progress as a society. In this episode Eathan Janney engages with an assemblage of ambitious industry leaders to find out how they are making an impact today. The stage is Davos, Switzerland, during the World Economic Forum Convention at a venue called the "Crypto House" where deep creative ideas are exchanged over simple cappuccinos or a lite lunch. Eathan talks with Alex Gordon-Brander (CoDEX Financial Network), Alessa Berg (Top Tier Impact), Jonathan Barry (Earth Trust), and Lori Hotz (Lobus) share their work supporting reforestation, offsetting carbon emissions, and aiding war-torn countries through Blockchain and NFTs. They explain how they use these technologies to push forward efforts that will benefit humans as a collective.
This week I am joined by the incomparable Neale Sheila Godfrey to get down to the nitty-gritty about what we can really do to raise a generation of financially literate and fiscally responsible people. Neale has dedicated her life to empowering others (families in particular!) to take control of their financial life. Want even more from Neale? She has authored 28 books including her most recent publication Be Money Smart In Tough Times: For Parents and Grandparents (to purchase see the show notes below). ------------------------------------------------------------------------ ABOUT OUR GUEST: Neale Sheila Godfrey is an American author. Her books deal with money, life skills, and value issues. One of them, Money Doesn't Grow on Trees: A Parent's Guide to Raising Financially Responsible Children, was a New York Times #1 Best Seller. Ms. Godfrey is Chairman and CEO of Children's Financial Network, inc, and an Executive in Residence at Columbia Business School. Neale is an expert on personal finances, family finances, and managing through inflation. ------------------------------------------------------------------------ CONTACT NEALE SHEILA GODFREY: Website: https://nealegodfrey.com LinkedIn: https://www.linkedin.com/in/nealegodfrey/ Facebook: https://www.facebook.com/NealeGodfrey Purchase her latest book: https://www.amazon.com/Money-Smart-Tough-Times-Grandparents/dp/1098369343/ ---------------------------------------------------------------------------------- SOCIAL LINKS: Facebook: https://www.facebook.com/AaronKatsmanLC/ Twitter: https://twitter.com/AaronKatsman LinkedIn: https://www.linkedin.com/in/aaron-katsman-6550441/ ---------------------------------------------------------------------------------- SUBSCRIBE TO THE PODCAST: iTunes: https://podcasts.apple.com/us/podcast/the-aaron-katsman-show/id1192234142 Stitcher: https://www.stitcher.com/podcast/the-aaron-katsman-show Spotify: https://open.spotify.com/show/1lePc1pC0giBFV1nzCGsQR ---------------------------------------------------------------------------------- VISIT MY WEBSITE: Website: https://www.aaronkatsman.com/ ---------------------------------------------------------------------------------- CONTACT ME: Email me: aaron@lighthousecapital.co.il ---------------------------------------------------------------------------------- DISCLAIMER: Aaron Katsman is a licensed financial professional both in the U.S. and Israel. Call 02-624-0995 for a consultation on how to handle U.S. brokerage accounts from Israel. This video is for education purposes only and is not intended to give investment, legal or tax advice. If such advice is needed, contact a licensed professional who can help you. Securities offered through Portfolio Resources Group Inc. Member FINRA, SIPC, MSRB, FSI. The opinions expressed are those of the author and not of Portfolio Resources Group Inc., or its affiliates. Neither PRG nor its affiliates give tax or legal advice.
In this episode, Anthony is joined by Nicole Perlroth, bestselling author and award-winning cybersecurity journalist for the New York Times to discuss her book, “This Is How They Tell Me The World Ends” about the global cyber arms race, and why everyone needs to “wake up and stop leaving our systems vulnerable.”Tom Sosnoff, founder and co-chief executive of tastytrade Financial Network, talks with Anthony about how he got into the world of Wall Street, what he's bullish on at the moment - and securing the first ever interview with Vitalik Buterin. Finally, Adam Lowe, chief innovation officer at CompoSecure and creator of Arculus joins Anthony to explain the premise of Arculus, whether the simplicity of the product will impact the broader crypto adoption - and how they decide which currencies to support.Follow our guests on Twitter:https://twitter.com/nicoleperlroth https://twitter.com/tastytrade https://twitter.com/thisisarculus Follow us:https://twitter.com/moochfm https://twitter.com/scaramucci Sign up for our newsletter at:www.mooch.fm Created & produced by Podcast Partners:www.podcastpartners.com
Carolina Paez - Creative Financial Network by Venezuelan Business Club
Episode 685 is a conversation about company culture. In starting your company, growing your company, or managing the move to a virtual workplace, the culture is key to success. The guest on this show, Rich Walker, has been obsessed with culture even before he started his company. In this interview he shares 4 key tips to the culture of his organization: 1. We must design software so easy to use that it does not need a users guide. 2. We must provide outstanding customer service. 3. We love what we do and we hire people to roles they want and love. 4. We do what we say we are going to do. About Richard Walker Richard Walker is the CEO and co-founder of Quik!. Having started 10 companies since age 12, published 2 books, and father to three boys, Richard empowers people to do their best work. Prior to starting Quik!, Richard was a financial advisor with Financial Network and a business consultant with Arthur Andersen. He started Quik! in 2002 to help people spend less time on paperwork and more time on what they do best. About Quik! Quik! is the industry leader in enterprise forms automation service and provides an extensive library of fillable forms. Quik! eliminates handwriting on forms which translates to fewer errors and faster processing for paper-driven transactions. As an added benefit, Quik! saves a tree every hour of every day. For more… Visit www.quikforms.com or find Richard on LinkedIn to get a free copy of his book, “It's My Life! I Can Have The Job I Want”. Connect - http://richarddwalker.com/ LinkedIn - https://www.linkedin.com/in/quikformsceo/ Twitter - https://twitter.com/quikformsceo Https://thomsinger.com/podcast/richard-walker Learn more about your ad choices. Visit megaphone.fm/adchoices
In this episode of the Cheri Hill Show, it's all about funding and finances. Today's guest is Mike Fassi, part of the Fassi Financial Network. Mike has over forty years of experience in the financial services industry. Mike Fassi and his team have the experience and knowledge to assist with making plans for retirement, and making sure the funds are there. https://www.fassifinancialnetwork.com https://www.cherihillshow.com Original Airdate- 10/04/2021
In this episode of The Support Automation Show, a podcast by Capacity, Justin Schmidt is joined by Julie Tuggle-Nguyen, Vice President Human Resources at Midwest BankCentre. They discuss the meaningful work they do to engage with their communities, specifically around educating people on how they can access a financial network that will benefit them.
Inside Business Podcast Presented by The Mesa Chamber of Commerce
On this episode of the Inside Business Podcast, James Christensen, President & CEO of Gateway Bank joins Sally Harrison, Mesa Chamber of Commerce President and CEO. Topics in this episode include an update from Senator Sinema's office regarding national banking issues, issues and opportunities surrounding PPP, and hiring issues in the banking industry. About Gateway Bank: Gateway Bank represents a return to the traditional way of banking, where the staff knew everyone by name and treated you like a person instead of a number. We bring this nostalgic approach to banking into modern times. Our small-town values and passion for serving the community drive everything we do. You'll find that Gateway offers the best of both worlds: the local and personal attention you want, with the variety of products and services you need. When you bank at Gateway, you'll notice that we focus on things that are important and unique, like treating our team and clients like family, spending one-on-one time with you, and making sure each person has the best experience possible. As the only locally owned and operated community bank, Gateway Bank is Mesa's hometown bank. About Mesa Chamber of Commerce: For over 100 years, the Mesa Chamber of Commerce has been the voice of Business in Mesa, AZ. The Chamber's mission is to improve, promote and advocate for the business community. The Mesa Chamber of Commerce Inside Business Podcast is a production of the Mesa Chamber of Commerce. Each episode is recorded in the University of Phoenix Podcast Studio. Inquiries regarding the MCIBP can be made via email to info@mesachamber.org. The Podcast interviews members and individuals/organizations on topics of interest to mesa Chamber members. Learn more at http://mesachamber.org © 2020 Mesa Chamber
David and Brandon host Ryan Sloper. Ryan is a serial entrepreneur who has spent over fifteen years in the real estate industry, in addition to owning a handful of other small businesses. On the show, the guys talk about the real estate market, trends, universal basic income, bitcoin, Duck Donuts, and more! To connect with Ryan and see how you can give back to his cause "Impact Group", see below. - Connect with David >> David Baldini integrateIT Social Media: LinkedIn | Facebook | Twitter - Connect with Ryan >> Ryan Sloper Facebook | American Financial Network | Impact Club
Throughout the US, corporations understand how American investors and organizations are requiring businesses to take on more social awareness issues and be sustainably attractive. Individuals are actively looking for investment opportunities to align with their personal values. George Gay, CEO of First Affirmative Financial Network, is an investment industry disruptor, and is known as the father of Environmental, Social and Corporate Governance Investing (ESG), starting in the 1980s. First Affirmative's unique tools maximize returns and multiply client's impact with Sustainable Investment Solutions. Their proprietary AffirmativESG platform enables advisors to work with their clients to assess their financial and impact goals through the socially responsible filters of their choice. In our conversation, George shares how ESG investing is catching on fast and other topics, including: · People don't realize their investments can match their values. · Definitions of ESG and Sri investing. · A person's value is reflected in their checkbook. · Questions people should ask about who is acting in a fiduciary relationship. · How Robo products work, and why a human advisor is helpful. · The responsibility of teaching others to be more than what they are. Enjoy the show! Connect with George: Website: https://www.firstaffirmative.com/ LinkedIn: https://www.linkedin.com/company/first-affirmative-financial-network/ Facebook: https://www.facebook.com/FirstAffirmative Twitter: https://twitter.com/first_affirm Connect with Gary: Website: sbadvisors.cc/ Facebook: facebook.com/SmallBusinessAdvisors LinkedIn: linkedin.com/in/gary-d-heldt-jr-388a051/ Learn more about your ad choices. Visit megaphone.fm/adchoices
Cofield's Concepts - Money, Business, & Taxes for the Culture
Today's episode is going to be part 2 of a 2 part series on How to Become a First-Generation Millionaire. I'm really excited to do this series and I wanted to do it for a few reasons. One, is that I set a goal a few years back to be a millionaire by 30 and I'm approaching my 30th birthday. Two, is because I recently had dinner with a few millionaires and the conservation at that dinner table absolutely blew my mind and shifted my perspective on what it takes to become a millionaire. With that said, I'm super excited to share what I learned with you over this two-part series! Here are the resources discussed during today's episode: Tax-Free Living E-book Pocket Advisor - #1 Financial Network for First-Generation Millionaires
Cofield's Concepts - Money, Business, & Taxes for the Culture
Today's episode is going to be part 1 of a 2 part series on How to Become a First-Generation Millionaire. I'm really excited to do this series and I wanted to do it for a few reasons. One, is that I set a goal a few years back to be a millionaire by 30 and I'm approaching my 30th birthday. Two, is because I recently had dinner with a few millionaires and the conservation at that dinner table absolutely blew my mind and shifted my perspective on what it takes to become a millionaire. With that said, I'm super excited to share what I learned with you over this two-part series! Here are the resources discussed during today's episode: Tax-Free Living E-book Pocket Advisor - #1 Financial Network for First-Generation Millionaires
Neale started her career with Chase Manhattan Bank in 1972 as one of the First Female Executives she later became the President of the First Women's Bank and founder of the Children's Financial Network in 1989. She has been the spokes person for Aetna, Coca Cola and Fidelity. She has appeared as a financial expert on programs such as The Oprah Winfrey Show, Good Morning America, The Today Show and Fox news with Stuart Varney Neale is the Author of 28 books including her new release "Be Money Smart In Tough Times" Join us as we speak with Neale about her incredible career and her passion to educate children and their parents about money. YOU DON'T WANT TO MISS THIS. --- This episode is sponsored by · Anchor: The easiest way to make a podcast. https://anchor.fm/app Support this podcast: https://anchor.fm/thesimplemoneyshow/support
2020 will go down in history as one of the most challenging periods of our time. But the New Year brings advisors a fresh opportunity to make a difference. In this episode, Brian Hamburger, MarketCounsel President & CEO, and John Peluso, First Clearing President, join host Bill Coppel - Managing Director & Chief Client Growth Officer at First Clearing - to explore the important role our industry can play in crafting the future. In this episode, you'll hear: Key trends unfolding in the wealth management space Why the move toward independence is accelerating – particularly in the Registered Investment Advisor (RIA) segment How advisors are redefining their value in the 21st century Brian Hamburger is President and CEO of MarketCounsel, a business and regulatory compliance consulting firm serving some of the country's top entrepreneurial investment advisors. He's also Chief Counsel of the Hamburger Law Firm, a MarketCounsel affiliate,that brings a unique blend of business acumen and legal counsel to advisors, fintech firms, broker-dealers, funds, and their corresponding service providers as they navigate the complex issues faced by growing companies in a highly regulated space. John Peluso is President of First Clearing, a business unit of Wells Fargo Clearing Services serving broker-dealers and RIA firms. A 25-year veteran with Wells Fargo Advisors and its predecessor firms, John was instrumental in launching Profit Formula, which was the firm's first foray into independence. He then went on to lead Wells Fargo Advisors' Financial Network, the firm's independent representative channel, into becoming one of the most successful independent businesses in the country. Ways to Connect Brian Hamburger: https://www.linkedin.com/in/hamburger/ John Peluso: https://www.linkedin.com/in/john-peluso-79178814b/
Digital advancements are reshaping our expectations as clients while also presenting new opportunities for financial advisors. In this episode, Marc Spilker, Executive Chairman of Merchant Investment Management, and John Peluso, President of First Clearing, join host Bill Coppel - Managing Director & Chief Client Growth Officer at First Clearing - to share their perspectives on key trends unfolding in the wealth management space. In this episode, you'll hear: Three drivers reshaping the future of advice Why the move toward independence is accelerating – particularly in the Registered Investment Advisor (RIA) segment How advisors are redefining their value in the 21st century Marc Spilker is Executive Chairman of Merchant Investment Management, a private partnership providing growth capital, management resources, strategic opportunities, and direction to independent financial services companies, particularly those focused on wealth and asset management. He previously served as president of Apollo Global Management - one of the world's largest alternative investment managers - after a 20-year career at Goldman Sachs where he rose to become co-head of the investment management division. John Peluso is President of First Clearing, a business unit of Wells Fargo Clearing Services serving broker-dealers and RIA firms. A 25-year veteran with Wells Fargo Advisors and its predecessor firms, John was instrumental in launching Profit Formula which was the firm's first foray into independence. He then went on to lead Wells Fargo Advisors' Financial Network, the firm's independent representative channel, into becoming one of the most successful independent businesses in the country. Ways to Connect Marc Spilker: https://www.linkedin.com/in/marcspilker/ John Peluso: https://www.linkedin.com/in/john-peluso-79178814b/
On today's episode, Ryan Zauk sits down with legendary entrepreneur, author, and financial literacy advocate Neale S Godfrey. How do you summarize the background of someone like Neale? Let’s give it a try: - First female VP at Chase Manhattan Bank where she worked on some of the largest M&A deals in history - New York Times bestseller, but only after buying a publishing company because she couldn’t get a deal! - Founder of both the First Women’s Bank and the First Children’s Bank, the latter of which was famously used by Princess Diana in NYC’s FAO Schwartz - Founder of “Children’s Financial Network” where she has become one of the nation’s top crusaders, advocates, and thought leaders on financial literacy - Collaborator with Oprah, Executive in Residence at Columbia Business School, served on a number of boards including UNICEF Quite a life, right? Well, Neale is only getting started. In this episode, Neale discusses: - Her life as a woman on wall street in the 70's and 80's and the discrimination women faced (summing up to $2M in lost wages) - How she pivoted from banker to entrepreneur and author - Key issues with financial education in the US - Her financial advice for kids and parents - Tons of great anecdotes along the way including a 12 hour stop in Brazil, mocking Oprah to her face (accidentally), and more. For more FinTech insights, follow us below: Medium: https://medium.com/wharton-fintech WFT Twitter: https://twitter.com/whartonfintech Ryan's Twitter: https://twitter.com/RyanZauk LinkedIn: https://www.linkedin.com/company/wharton-fintech-club/
Highlights from this episode include: The first concept you need to grasp before you attempt to build a financial network or you’ll lose everything (4:40) How to use asset integration to stop “retirement tug-of-war” from draining your bank account (9:35) Two surprisingly counterproductive ways to use a cash surplus and how to put it to work growing your wealth instead (12:51) How to beat the banks at their own game and use credit cards to grow wealth (14:55) Why HELOCs are the smart investor’s secret weapon for money management (15:31) The counterintuitive reason you should be prepared to walk away from your job today (even if things are going great) (20:57)
Quote: “The more niched you get, the less competition...and you're the go-to person they think of when they need that particular service.” Susan Friedmann How narrow is your lane? We talk about “picking a lane” all the time but just how narrow is too narrow? On this episode of The Wealthy Speaker Show, we welcome author and publisher, Susan Friedmann who will share her best advice on picking your topic and writing your book. Susan Friedmann, CSP (certified speaking professional) is a well-respected niche marketer who's on a mission to wipe out sameness and add vitality and differentiation to your marketing.For over 25 years, through her company, Aviva Publishing, she's coached more than 400 non-fiction authors, to use their books to become the recognized trusted authority in their niche market. Highlights you won't want to miss:Susan's shift from the floor to the page. 2:15Be fearless in your decision. 5:45Scaling it down to your niche. 8:30Can you go too deep into your niche? 10:00Narrow means you're the go-to person. 14:15Start wider and narrow it down. 17:00What comes first, the business or the book? 21:00Susan's amazing offers! 24:45 Click to Tweet: Have you narrowed your lane down to a specific niche? Join me to hear author and publisher, Susan Friedmann discuss picking your niche and when to write your book. A prolific author, Susan has written 15 books including her bestsellers, Meeting & Event Planning for Dummies and Riches in Niches: How to Make it BIG in a small Market. She's appeared as a guest expert on CNN's Financial Network, Bloomberg's Small Business, a variety of radio and TV talk shows. She also hosts the award-winning podcast, Book Marketing Mentors. If you would like some great advice about how to narrow your niche and the best time to write your book, you simply can't afford to miss this episode. I hope you'll download and learn. Links:Susan's website: http://avivapubs.com/Riches in Niches: http://richesinniches.com/Susan's podcast: http://bookmarketingmentors.com/Special link for FREE GIFTS from Susan: http://avivapubs.com/claim-your-gifts/ 15 minute consult - PDF of Riches in Niches - 10 Questions to Find Your Niche MarketWant to Win a FREE Focus 40 Session with Jane? https://www.speakerlauncher.com/win/
Guest(s): Frank Lane, President of CFN Media https://www.linkedin.com/company/cannabis-financial-network/ https://twitter.com/CannabisFN Hosts: Tom, Business Attorney, cannabisindustrylawyer.com Miggy, Editor-in-chief, cannabislegalizationnews.com Special Co-Host: Josh Kincaid, Capital Markets Analyst & host of your cannabis business podcast. https://www.linkedin.com/in/joshkincaid/ The Talking Hedge: Your cannabis business podcast covering cannabis products, business news, investments & events. https://www.theTalkingHedgepodcast.com Music Info: Song: Dark Trap Beats Hard Rap Instrumental | Gang | 2018Artist: LuxrayBeats Keywords: Hemp News, Weed News, Cannabis News, Marijuana News, Cannabis Business, Marijuana Business, Cannabis Industry News, Marijuana Industry News, Weed News 420, Talking Hedge Podcast, Cannabis Podcast, Marijuana Podcast, Business Podcast, CBD podcast, THC podcast, Cannabis Pitch Deck, Marijuana Pitch Deck, Marijuana Investment Deck, Cannabis Investment Deck, Cannabis Compliance, Cannabis Data, Cannabis Banking, Cannabis Investment, Pot Stocks, Cannabis Stocks, Weed Stocks, Marijuana Stocks
Guest(s): Frank Lane, President of CFN Media https://www.linkedin.com/company/cannabis-financial-network/ https://twitter.com/CannabisFN Hosts: Tom, Business Attorney, cannabisindustrylawyer.com Miggy, Editor-in-chief, cannabislegalizationnews.com Special Co-Host: Josh Kincaid, Capital Markets Analyst & host of your cannabis business podcast. https://www.linkedin.com/in/joshkincaid/ The Talking Hedge: Your cannabis business podcast covering cannabis products, business news, investments & events. https://www.theTalkingHedgepodcast.com Music Info: Song: Dark Trap Beats Hard Rap Instrumental | Gang | 2018Artist: LuxrayBeats Keywords: Hemp News, Weed News, Cannabis News, Marijuana News, Cannabis Business, Marijuana Business, Cannabis Industry News, Marijuana Industry News, Weed News 420, Talking Hedge Podcast, Cannabis Podcast, Marijuana Podcast, Business Podcast, CBD podcast, THC podcast, Cannabis Pitch Deck, Marijuana Pitch Deck, Marijuana Investment Deck, Cannabis Investment Deck, Cannabis Compliance, Cannabis Data, Cannabis Banking, Cannabis Investment, Pot Stocks, Cannabis Stocks, Weed Stocks, Marijuana Stocks --- Support this podcast: https://anchor.fm/talkinghedge/support
Guest(s): Frank Lane, President of CFN Media https://www.linkedin.com/company/cannabis-financial-network/ https://twitter.com/CannabisFN Hosts: Tom, Business Attorney, cannabisindustrylawyer.com Miggy, Editor-in-chief, cannabislegalizationnews.com Special Co-Host: Josh Kincaid, Capital Markets Analyst & host of your cannabis business podcast. https://www.linkedin.com/in/joshkincaid/ The Talking Hedge: Your cannabis business podcast covering cannabis products, business news, investments & events. https://www.theTalkingHedgepodcast.com Music Info: Song: Dark Trap Beats Hard Rap Instrumental | Gang | 2018Artist: LuxrayBeats Keywords: Hemp News, Weed News, Cannabis News, Marijuana News, Cannabis Business, Marijuana Business, Cannabis Industry News, Marijuana Industry News, Weed News 420, Talking Hedge Podcast, Cannabis Podcast, Marijuana Podcast, Business Podcast, CBD podcast, THC podcast, Cannabis Pitch Deck, Marijuana Pitch Deck, Marijuana Investment Deck, Cannabis Investment Deck, Cannabis Compliance, Cannabis Data, Cannabis Banking, Cannabis Investment, Pot Stocks, Cannabis Stocks, Weed Stocks, Marijuana Stocks
In today's episode of Agency Intelligence, host Jason Cass interviews Jeff Shi, Chief Visionary Officer at Quantum Assurance International and Wessly Anderson, Founder of Financial Network and Co-Founder of Agency VA. The conversation revolves around Jeff Shi’s leap from selling cars to selling insurance, his work at Allstate and Quantum Assurance International, scaling his busy to incredible levels, and the importance of bouncing back from your falls as quickly as you can and growing from past experiences.
Whether you’re the broke resident, a recent graduate with a lot of debt, or in the stride of your career with financial pressures, you’ve come to the right place. In this debut episode of Beyond Burnout: Wealth & Health Podcast, meet your host, Dr. Ali Chaudhry of Northeast Financial Network. This is a candid conversation … Continue reading Meet Dr. Ali Chaudhry of Northeast Financial Network →
Northeast Financial Network consists of a network of financial representatives that offer unique finance solutions to business owners, professionals, and families across the U.S. In this inaugural episode of the Become a Financial Advisor Podcast, you will meet managing partner and general agent Mike Salvatore and find out how he became involved in financial advising … Continue reading Episode 1 – Meet Mike Salvatore, Managing Partner of Northeast Financial Network →
Listen as Jason Rumfelt, Owner of Financial Network, shares a multi-generational legacy planning success story – and explains how Penn Mutual’s expertise and resources have helped him meet clients’ estate planning needs.This podcast segment is for educational purposes only and should not be considered specific tax, legal, or planning advice, which will only be provided on a personalized basis. This podcast segment is based on a real life scenario but client names were changed for privacy purposes. Depending on individual circumstances, the strategies discussed may not be appropriate for your situation and may not be representative of the experience of other clients. Individual results may vary and the presented information is not a guarantee of future performance or success. You should consult a qualified advisor regarding your personal financial situation. 2769280TM_Oct21
On today's episode of The F Word, Sheryl is talking with Bridget Venus Grimes and Katie Burke of Equita Financial Network. Katie is a CERTIFIED FINANCIAL PLANNER™ in Philadelphia while Bridget (also a CERTIFIED FINANCIAL PLANNER™ ) is located in San Diego. Together, they are building a network of member firms to support the increasing number of women-led financial planning firms and to attract more women to the field of financial planning. Initially, I reached out to both women to talk about featuring them in the Females and Finance book I'm writing, but their network aligned so well with my mission of recruiting, training, advancing, and retaining more women in #FinServ - that we became friends in this common space. In today's chat we will discuss: RIA: What is a registered investment advisory firm? Fee-Based vs. Fee-Only: What is the difference and why does that matter? Bridging Gaps: How do you find the obstacles in your financial planning practice? Fiduciary: Do you think #FinServ takes this seriously? Male Allies: How does Equita embrace them? Be sure to connect with Bridget and Katie: LinkedIn (Bridget): https://www.linkedin.com/in/bridget-venus-grimes-cfp%C2%AE-7972a527/ LinkedIn (Katie): https://www.linkedin.com/in/katie-burke-cfp%C2%AE-50586a1b/ Facebook: https://www.facebook.com/EquitaFinancialNetwork/ Website: http://www.equitafn.com/ Email: info@equitafn.com
Bridget Venus Grimes, CFP® is the author of Corner Office Choices: The Executive Woman's Guide to Financial Freedom. She is the founder and president of WealthChoice, a firm focused on helping women turn their professional success into financial success. She is also a co-founder of Equita Financial Network, Inc. “my best advice and what helped me personally the most was to reach out to others who are successful doing what you want to do and ask for their advice… I can't recommend it enough. I would absolutely say go out and find who are the biggest players in your industry who are super successful doing what it is you want to do and what you want to build. And go to them. And more often than not they are going to take the time to share with you what has worked and hasn't worked and their resources – I couldn't have done it without them”…[Listen for More] Click Here for Show Notes To Listen or to Get the Show Notes go to https://wp.me/p6Tf4b-6FV
Jennifer Ann Openshaw is an American financial innovator, author, and commentator. She is perhaps best known for starting Women’s Financial Network – the first online financial firm created for women and a trendsetter in the financial industry. Her new venture, 'Girls With Impact' offers young women entrepreneurs, grades 9-12, a digital education on business plans, funding, the art of pitching and more.
The Wealth Standard – Empowering Individual Financial Independence
Episode 5 focuses on the drive that each of us has to do something fulfilling, something that pushes you to evolve and change not only your life, but the lives of others, for the better. Neale Godfrey is a prime example of that drive! She's written 30 books, was one of the first (if not the first) female executives at Chase Bank, she's been guest on Oprah a few dozen times, and is the Chairman of The Children's Financial Network. Neale became a pioneer for women in finance in the 1980s, and opened the world's first children's bank at FAO Schwarz in 1988. This bank became so popular, The late Princess Diana once brought her young sons, William & Harry, in to set up accounts!
Neale S. Godfrey is an acknowledged expert on family and children’s finances with over 30 years in the financial field. Neale began her career with The Chase Manhattan Bank, joining as one of the first female executives, and later became President of The First Women’s Bank and founder of The First Children’s Bank.In 1989, Neale formed her own company, Children’s Financial Network, Inc., whose mission is to educate children and their parents about money. She is the author of 27 books that deal with money, life skills, and value issues, and has been honored with a #1 New York Times Best Seller, Money Doesn’t Grow on Trees: A Parent’s Guide to Raising Financially Responsible Children.Neale was the first to develop money curricula for children and young adults Pre-K through High School, entitled The One and Only Common Sense/Cents Series, as well as a CD-ROM called MoneyTown. She currently has three iOS video gaming apps, GreenStreets: Unleash The Loot! and GreenStreets: Shmootz Happens!, which both hit #1 in the Educational Gaming Category; as well as her latest app,GreenStreets: Heifer International, a wonderful collaboration with Heifer International teaching kids and parents how to connect the virtual and real worlds.?
Neale S. Godfrey is an acknowledged expert on family and children's finances with over 30 years in the financial field. In 1989, Neale formed her own company, Children's Financial Network, Inc., whose mission is to educate children and their parents about money. She is the author of 27 books that deal with money, life skills, and value issues, and has been honored with a #1 New York Times best seller, Money Doesn't Grow on Trees: A Parent's Guide to Raising Financially Responsible Children. She's also the creator of GreenStreets, the #1 educational app for iTunes. Neale has served as a National Spokesperson for such companies as: Aetna, Microsoft, Coca-Cola, and Fidelity, while appearing as a financial expert on programs, such as; The Oprah Winfrey Show, Good Morning America, and The Today Show as well as in the PBS special Your Money, Your Children, Your Life. She's currently the voice for Baby Boomers, millennials and their offspring in her online articles for Forbes magazine which have reached six million readers. Neale's website is www.greenstreetcommons.com.
Susan Friedmann is known as The NichePreneur Coach. She is an internationally recognized niche marketing expert and “how-to” coach. She’s worked with hundreds of companies representing more than 30 different industries in the North and South America, Europe, and South East Asia. She is a prolific author, having written 14 books including her bestsellers, “Meeting & Event Planning for Dummies,” and “Riches in Niches: How to Make it BIG in a small Market,” plus many other titles. She’s appeared on a variety of radio talk shows and as a guest expert on CNN’s Financial Network and Bloomberg’s Small Business. What you’ll learn about in this episode Susan’s background Making it big in a small market Why Susan makes a 2-hour appointment with herself every morning Stream-of-consciousness writing exercise Why Susan believes that mindset is critical to success Why taking action in the right direction warrants a higher likelihood for success Why you need to know how to ask for help Not allowing yourself the fear of failing or being successful Taking charge of procrastination & perfectionism How best to connect with Susan: Email: susan@richesinniches.com Phone: 518-523-1320
Neale Godfrey is the CEO and President of Green$treet Commons and Chairman of The Children's Financial Network. She's a #1 New York Times bestselling author of 26 books empowering children and their families to take charge of their financial lives. Godfrey explains how parents can teach the next generation how to be rich and appreciative. She thinks youngsters need to learn how to give back as well. Godfrey wraps up the discussion by giving advice to kids who will be facing the burden of rising healthcare, education, and inflationary costs. Find out more about Green$treet Commons at www.greenstreetcommons.com. Visit The Children's Financial Network at www.childrensfinancialnetwork.com. Neale S. Godfrey is an acknowledged expert on family and children's finances. She has been in the financial field for over 30 years. She began her career as one of the first female executives at The Chase Manhattan Bank. She then became the President of The First Women's Bank and founder of The First Children's Bank. That started the conversation about children and money in the United States. Neale formed Children's Financial Network, Inc to promote the mission of education for children and their parents. She has authored 16 books dealing with money, life skills and values. Neale's first adult book, MONEY DOESN'T GROW ON TREES: A PARENT'S GUIDE TO RAISING FINANCIALLY RESPONSIBLE CHILDREN became #1 on the New York Times Best Seller List. In addition to her books, Neale has developed THE ONE AND ONLY COMMON SENSE/CENTS SERIES, the first money curriculum for Grades 1 to 8 along with a CD-ROM, MONEY TOWN, for children from kindergarten through eighth grade. Neale is a dedicated and serious advocate for women. Her books and programs aim to empower women to take charge of their financial lives. She has two books for women, MAKING CHANGE and MOM, INC.: TAKING YOUR WORK SKILLS HOME. She frequently speaks on the subject to groups focusing on assistance to women as well as supporting the education of their children. Presently, she is on the board of directors of UNIFEM (United Nations Agency for International Women's Rights) and has held successful fundraisers for them. Neale is available to corporations both domestic and international to make keynote presentations, conduct seminars, and act as a spokesperson. She has been a speaker for Merrill Lynch, Paine Webber, AIG, AG Edwards, Fleet and New York Life. She has served as national spokesperson for Microsoft, Coca-Cola, Fidelity Bank, Quaker Oats, UPS, AIG, Proctor & Gamble and Nuveen. Recently, she has been selected as spokesperson for AOL Cash Card. She is a financial literacy advocate for the American Bankers Association.
Tom Sosnoff is Founder of TastyTrade. Tastytrade is a live, video-based Financial "Network" (like CNN Money but not at all - these guys actually can help you invest). Five days a week Tom and his entourage host a number of different Finance and Investor shows, including Bootstrapping in America, which has featured a number of Chicago Tech Startups.