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Jess Lindgren is a longtime C-Suite assistant, and host of the Ask an Assistant podcast. In this Ask an Assistant spotlight episode, Jess talks about gifting in the office.Show Notes -> leaderassistant.com/344--In-person meeting planning can be a lot to manage. That's where TROOP Planner comes in. TROOP Planner is built to make life easier for busy assistants like yourself. Whether you're organizing an executive offsite, department meeting, or team retreat, TROOP keeps it simple, fast, and organized.Visit leaderassistant.com/troop to learn more! --Automate scheduling with YouCanBookMe by Capacity. Sign up for a FREE trial -> leaderassistant.com/calendar.More from The Leader Assistant... Book, Audiobook, and Workbook -> leaderassistantbook.com The Leader Assistant Academy -> leaderassistantbook.com/academy Premium Membership -> leaderassistant.com/membership Events -> leaderassistantlive.com Free Community -> leaderassistant.com/community
It is possible to share our faith with both boldness and kindness. This week we'll unpack 1 Peter 3:15, where we're called to explain the hope we have “with gentleness and respect.” If the gospel is truly good news—bringing joy, hope, and love—then the way we share it should reflect the beauty and power of the message itself.
Many parents and grandparents want to be able to help their children, and do so while they’re alive rather than leaving a large inheritance. But there are tax implications and gifting rules to be mindful of. In this episode, co-founder and head of financial advice at Leeuwin Wealth Jason Featherby sits down with The Australian’s Wealth Editor Julie-anne Sprague to explain the tips, tricks and traps to helping your adult children financially. In today’s show we cover: Tax implications by gifting property to family members How to know if you’re financially secure enough to help the kids Why you should never close out your mortgage And why it might not be a good idea to be a secondary credit card holder See omnystudio.com/listener for privacy information.
Todd Lutsky shares his expertise on making the most of gifting assets, understanding the different ways of gifting, and deciding which assets should be gifted.
Beth Huffman has more than 40 years of experience in communications, media, and marketing. After two decades as a reporter, she spent the next 20 years helping major law firms, legal organizations, and global clients create strategic narratives that elevated their reputations and work. She served more than a decade at Dechert and later as head of marketing at Nelson Mullins before returning to Pennsylvania to join Poston Communications as Vice President. Today, Beth works with firms across the country to strengthen visibility, reputation, and client relationships through thoughtful communications strategies. WHAT'S COVERED IN THIS EPISODE ABOUT LAW FIRM HOLIDAY GIFTING Holiday gift giving isn't something we usually talk about here, but it comes up every year for firms of every size. You want to show clients and friends of the firm that you appreciate them, and you want to stay connected in a meaningful way. The challenge is that what seems simple at first can raise questions about timing, budget, logistics, and even ethics. Cards and gifts can be a great opportunity to build relationships, but they can also backfire if they're rushed or impersonal. From digital vs. paper cards to whether a bottle of wine is really the best idea, small decisions can make a big difference. In this episode of The Lawyer's Edge, Elise Holtzman talks with Beth Huffman about how law firms can get holiday gifting right. They cover why planning ahead matters, how to choose thoughtful options that reflect your clients, and what to do to avoid common missteps while keeping the process simple and impactful. 2:52 - The surprising headaches of holiday cards and how to avoid them 4:23 - Why one-size-fits-all gifts don't work (and what to do instead) 5:46 - Navigating hybrid and remote client addresses during the holidays 7:28 - Logistics gone wrong: shipping delays, customs, and alcohol restrictions 11:09 - How firm size shapes the gifting process (and who usually gets stuck with it) 12:33 - Digital vs. paper cards: what works best for different clients 13:47 - Creative alternatives to traditional gifts, from Thanksgiving pies to team lunches 16:55 - Making gifts personal without crossing professional lines 18:45 - Common pitfalls with branded items and how to avoid conflicts 19:48 - Why gifts don't have to wait until the holidays to make an impact 21:18 - Setting budgets and expectations around client gifts 23:13 - Using CRMs and simple systems to track client preferences year after year 25:19 - Regional and repeatable gift ideas that clients actually remember 27:06 - The most obvious - but most overlooked - tip for client appreciation MENTIONED IN HOLIDAY GIFTING FOR LAW FIRMS: AVOIDING PITFALLS AND MAKING IT PERSONAL Poston Communications Beth Huffman on LinkedIn “The Holiday Gifting Dilemma: How Law Firms Can Get Gratitude Right,” The Legal Intelligencer PR: Building a Firm Store for Swag, Gifts and Giveaways Get connected with the coaching team: hello@thelawyersedge.com The Lawyer's Edge SPONSOR FOR THIS EPISODE Today's episode is brought to you by the Ignite Women's Business Development Accelerator, a 9-month business development program created BY women lawyers for women lawyers. Ignite is a carefully designed business development program containing content, coaching, and a community of like-minded women who are committed to becoming rainmakers AND supporting the retention and advancement of other women in the profession. If you are interested in either participating in the program or sponsoring a woman in your firm to enroll, learn more about Ignite and sign up for our registration alerts by visiting www.thelawyersedge.com/ignite.
Recorded at LTK Con 2025, this episode of More to Say brings together two powerhouse creators: Brittany Sjogren (@loverlygrey) of Loverly Grey, known for her fashion and lifestyle content and her knack for mixing affordable and luxury style, and Jen Reed (@thesisterstudioig) of The Sister Studio, known for her approachable, stylish finds and proving that dressing well doesn't always mean spending a lot. Together, Brittany and Jen share their insights on building engaged communities, growing influence, and creating meaningful connections with their audiences. They provide a masterclass in creator commerce, community-building, and leadership, offering both inspiration and actionable advice for anyone looking to grow their business, engage authentically, and make a lasting impact.WE DISCUSS:(00:00) Brittany Sjogren: The Power of Reels and Community Engagement(02:31) Insights from LTKCon: Creator Collaboration and Growth(05:38) Navigating Social Media Metrics and Creator Mindset(08:12) Building a Strong Community and Effective Content Strategy(11:09) The Importance of Authenticity in Content Creation(13:58) The Role of Gifting and Product Seeding in Influencer Marketing(19:20) Strategies for Growth and Overcoming Challenges(25:16) Creating a Connection with Your Audience(27:57) The Journey from Creator to Entrepreneur(33:41) Jen Reed: Finding Balance in Business and Personal Life(36:27) Giving Back to the Community(38:57) Advice for Aspiring Creators(42:06) The Future of Content Creation and TrendsLTK for CreatorsLTK for BrandsLearn more about More To SayWatch on YouTubeFollow and shop Amber's LTKFollow Amber on InstagramConnect with Amber on LinkedInFollow and shop Brittany's LTKFollow and shop Jen's LTKFollow Brittany on InstagramFollow Jen on Instagram Hosted on Acast. See acast.com/privacy for more information.
Lords * Alexander * Kev Topics: * "Floaty movement" in games * The power to give people clutter that they can't throw away * https://www.lancaster.ac.uk/users/yorkdoom/palweb/week12/palwk12.htm * https://www.anabuzzalino.com/wp-content/uploads/2015/04/book-of-kells.jpg * Dunning Kruger got debunked! * https://economicsfromthetopdown.com/2022/04/08/the-dunning-kruger-effect-is-autocorrelation/ * With or Without Witnesses, by Hasbro, Inc. * https://scryfall.com/card/jmp/457/alloy-myr * Esper says: "A lot of the lore and worldbuilding of Magic is conveyed through flavor text, but there's also about a novel's worth of writing for each set distributed as webfiction and a few dozen novels throughout the game's history. It's good stuff, usually!" * The instinct to not swing a heavy object at someone, even when you're supposed to * Japanese curry Microtopics: * The Humble Screw. * What it might take to be good at hammering nails. * Fingerbashing. * An inclined plane that goes around in a circle. * Metric Rules Football. * Whether a state machine is the same kind of thing as a wedge. * Clockwork Maiden. * Speedrunning, cleaning and dating. * Floaty movement. * The JPEG artifact of physics simulation. * How to Unit Test a video game. * Using MIDI knobs to tune your game's physics. * Game Oriented Assembly Lisp. * Hot Reloading Workflow. * Why Naughty Dog stopped using Lisp. * Just going about your life when suddenly you have to use Perl for something. * Peak Node.JS/SAAS years. * Walk/run/sprint transition speed. * Getting an special drink for your guys. * Medieval style calligraphy. * Gifting someone with a burden for the rest of their lives. * Pouring rocks into your dad's pocket because that's where you keep your rocks. * The kitten going to sleep behind your laptop because it's warm back there. * Here's how someone in the 14th century would've written these words. * How to say "fuck around and find out" in medieval Latin. * Writing a meme in 14th century Blackletter Hand. * Sans-serif calligraphy. * The ancient Greeks trying to invent ASCII art but they couldn't close the deal. * Letters placed inside other letters. * Autocorrelation. * Figures 8 and 9. * Coming out of discussion the topic with a better understanding of the topic. * Using a bird feather to write. * Knowledge that we used to have and now have again. * Learning to Topic Lords while doing home improvement stuff. * Scrapping your fragile human body to merge with the machines. * Rainbows in Space. * Suns going around in circles regardless of whether anyone's looking. * A semi-conscious little robot dude. * Calling the Qualia Function. * A real messed-up looking machine cat. * Communicating the story solely via flavor text on mana dorks. * A squadron of little kids waving wooden swords at each other. * How do you turn sword fighting into something you can do in a video game? * East Bay Rat Motorcycle Club Flight Nights. * Situations where they ask if you want a mouth guard. * Asking the ref at the boxing match what the etiquette is for tapping out. * The crowd roaring when they realize you're a southpaw. * Punching a guy you just met three seconds ago. * Did you end up cutting that girl's head off? * Renaissance MMA. * That Awkward Sparring Feeling. * A simulacrum of kicking each other in the face. * Getting a part-time job at your favorite curry shop so you can learn the recipe. * What part of curry is the curry? * The curry you eat so you don't die. * Emperor Riding a Dragon to the Forbidden Palace. * The advantage of a burger as a fast food staple. * How to make curry convenient. * Rendang. * Dry curry. * Joining a discord and asking "what are all these users for??" * Which user is which lord on which episode?
Sharing our faith isn't a church program or one-time event—it's a way of life. God invites us to live with a constant awareness of where He is at work around us and to be ready to join Him in those moments. As 1 Peter 3:15 reminds us, we are to “always be prepared to give an answer” when asked about the hope we have. Each of us has been uniquely created—with our own gifts, stories, and personalities—so we can share Jesus naturally and authentically in the way He designed us.
Meenakshi Lala is the CEO of UrbanStems, an online floral gifting company that designs, sources, and delivers high-quality, curated bouquets and gifts across the U.S. She brings over two decades of operational experience from leading brands in fashion and retail such as Alice + Olivia, Juicy Couture, and Elie Tahari. Her expertise in scaling complex businesses and building operational excellence now fuels UrbanStems' growth as a leader in the industry.In this episode of DTC Pod, Blaine and Meenakshi explore the complex world of DTC flower delivery: from sourcing stems globally, managing cold chain logistics, forecasting inventory, and reducing spoilage, to ensuring the end customer receives a high-quality bouquet every time. Meenakshi candidly discusses the challenges of seasonality, tariffs, international shipping, and why a robust brand and customer-centric approach are keys to thriving in today's fast-moving e-commerce landscape.Episode brought to you by StordInteract with other DTC experts and access our monthly fireside chats with industry leaders on DTC Pod Slack.On this episode of DTC Pod, we cover:1. The complexities of the floral industry and perishability2. The evolution of e-commerce in the flower business3. Building a robust and agile international supply chain4. Cold chain logistics and fulfillment center operations5. Planning, forecasting, and reducing spoilage in inventory6. Unique challenges: tariffs, customs, and unpredictable events7. Customer experience: packaging, instructions, and communications8. Curation, personalization, and expanding gifting moments9. Driving growth through brand, loyalty, and education10. Lessons learned in leadership and staying agileTimestamps00:00 Meenakshi's career journey and joining UrbanStems04:49 Key learnings from legacy brands and focus on brand ethos07:21 Operational challenges unique to the floral industry11:00 The evolution of flowers in e-commerce and UrbanStems' role14:28 How Urban Stems' supply chain is structured for freshness16:37 International sourcing, design, and bouquet assembly process18:27 Managing supply chain risks: tariffs and customs21:45 Inventory planning, spoilage, and matching supply to demand24:45 Supply chain as a business moat and high-precision operation25:36 Customer fulfillment: hydration, packaging, and experience28:34 Packaging complexities and spec sheets per SKU30:08 Lessons from moving from COO to CEO32:19 How operational expertise shapes strategic leadership34:17 Customer feedback and new initiatives at UrbanStems38:02 Growth channels: brand loyalty, curation, and gifting moments41:58 Biggest CEO learnings and future outlook43:51 Where to find Meenakshi and UrbanStems onlineShow notes powered by CastmagicPast guests & brands on DTC Pod include Gilt, PopSugar, Glossier, MadeIN, Prose, Bala, P.volve, Ritual, Bite, Oura, Levels, General Mills, Mid Day Squares, Prose, Arrae, Olipop, Ghia, Rosaluna, Form, Uncle Studios & many more. Additional episodes you might like:• #175 Ariel Vaisbort - How OLIPOP Runs Influencer, Community, & Affiliate Growth• #184 Jake Karls, Midday Squares - Turning Your Brand Into The Influencer With Content• #205 Kasey Stewart: Suckerz- - Powering Your Launch With 300 Million Organic Views• #219 JT Barnett: The TikTok Masterclass For Brands• #223 Lauren Kleinman: The PR & Affiliate Marketing Playbook• #243 Kian Golzari - Source & Develop Products Like The World's Best Brands-----Have any questions about the show or topics you'd like us to explore further?Shoot us a DM; we'd love to hear from you.Want the weekly TL;DR of tips delivered to your mailbox?Check out our newsletter here.Projects the DTC Pod team is working on:DTCetc - all our favorite brands on the internetOlivea - the extra virgin olive oil & hydroxytyrosol supplementCastmagic - AI Workspace for ContentFollow us for content, clips, giveaways, & updates!DTCPod InstagramDTCPod TwitterDTCPod TikTokMeenakshi Lala - CEO at UrbanStemsBlaine Bolus - Co-Founder of CastmagicRamon Berrios - Co-Founder of Castmagic
Are you already feeling overwhelmed by the thought of Christmas shopping and endless gift lists? What if you could transform your holiday season from stressful to intentional with just a bit of early planning? How can you give meaningful gifts that create joy without adding clutter to your loved ones' homes?
On this episode Tatjana Lucia is joined by Gabriella Murph — a certified nurse, breathwork facilitator, Kemetic yoga teacher, and advocate for accessibility in healing spaces. Ella bridges clinical care and ancient practice through her embodied approach to wellness, offering donation-based healing spaces rooted in accessibility, inclusion, and justice. From cultural integrity to uncovering the wisdom of the heart, Ella shares her insights on what it means to reclaim healing as a human right and a communal act.In this episode you'll hear about:- A little on Ella's journey and what inspires her work in community care- Why healing is not only personal but collective, and what true accessibility in wellness really means- The body as a site of ancestral memory, resistance, and deep wisdom- What cultural integrity looks like in wellness spaces and how to move beyond appropriationHow you can connect with Gabriella Murph:Follow Ella on Instagram on @ellaheartfocusedPlease feel free to send any questions or suggestions to hello@tatjana-lucia.com and subscribe to this podcast, made with love.You can find Tatjana Lucia on the following platforms. Let's connect and create magic together:Visit Tatjana Lucia's WebsiteFollow Tatjana Lucia's InstagramFollow the Self Health podcast on InstagramConnect with Tatjana on LinkedInFollow Tatjana Lucia on Facebook
Ben Smith, Marketing Director at Reachdesk, shares his journey from professional ice skater to marketing leader and dives into the power of gifting in B2B. He explains how Reachdesk helps businesses source, personalize, and automate gifting at a global scale, and why combining physical and digital experiences creates deeper customer connections. Ben also discusses Reachdesk's marketing strategy, the role of AI in modern marketing, and why personalization, creativity, and genuine relationship building are key to successful outreach. About Ben Meet Ben Smith, a dynamic marketing leader with a passion for driving strategic growth and creative impact. As a seasoned professional at Reachdesk, he's helped brands build stronger connections, unlock new opportunities, and deliver customer experiences that truly engage. Known for translating big ideas into measurable results, Ben shares actionable insights on outbound and allbound strategies — from sparking pipeline to scaling engagement. Join us as he brings fresh perspectives and stories from the cutting edge of modern marketing. About ReachDesk At Reachdesk, we believe that strong relationships fuel success. Whether you're engaging prospects, celebrating customers, or recognizing employees, our platform makes it simple to deliver personalized moments that resonate at scale. As the only fully integrated gifting and swag solution, we empower go-to-market and people teams to: Strengthen connections with prospects, customers, and employees. Remove operational headaches with a seamless global fulfilment network. Measure the impact of every send, so gifting becomes a strategic advantage, not just a nice-to-have. Time Stamps 00:00:00 - Introduction to Marketing B2B Tech Podcast 00:00:18 - Guest Introduction: Ben Smith from Reachdesk 00:00:41 - Ben's Unique Career Journey 00:01:42 - What Reachdesk Does 00:02:31 - Challenges of International Shipping 00:03:15 - The Importance of Physical Gifts in a Digital World 00:04:30 - Customer Use Cases for Reachdesk 00:05:55 - Navigating Gifting Mistakes and Concerns 00:07:36 - The Philosophy of Gifting in Marketing 00:09:02 - Marketing Strategies at Reachdesk 00:11:35 - Building Brand Reputation vs. Driving Leads 00:13:04 - Influencer Marketing in B2B 00:15:05 - Understanding the Buying Committee 00:18:00 - Identifying Gifting Touchpoints in the Customer Journey 00:22:04 - The Impact of Technology on Marketing 00:25:21 - Advice for New Marketing Professionals Follow Ben: Ben Smith on LinkedIn: https://www.linkedin.com/in/bensmith-reachdesk/ Reachdesk website: https://www.reachdesk.com/ Reachdesk on LinkedIn: https://www.linkedin.com/company/reachdesk/ Follow Mike: Mike Maynard on LinkedIn: https://www.linkedin.com/in/mikemaynard/ Napier website: https://www.napierb2b.com/ Napier LinkedIn: https://www.linkedin.com/company/napier-partnership-limited/ If you enjoyed this episode, be sure to subscribe to our podcast for more discussions about the latest in Marketing B2B Tech and connect with us on social media to stay updated on upcoming episodes. We'd also appreciate it if you could leave us a review on your favourite podcast platform. Want more? Check out Napier's other podcast – The Marketing Automation Moment: https://podcasts.apple.com/ua/podcast/the-marketing-automation-moment-podcast/id1659211547
Newton One Advisors (Mark Singer and Steve Target) engage in discussion with Brian Sharkey and Dan Cornell, Directors at Kreischer Miller, about the benefits of gifting private company ownership interests. They review the intricate challenges privately held business owners face concerning federal taxation and how thoughtful planning techniques can provide unique opportunities in maximizing estate tax savings, preserving family wealth and financial security.
How can understanding your strengths and weaknesses through the Working Genius model lead to true confidence?Confidence isn't about pretending to be great at everything—it's about knowing and accepting the truth about yourself. In episode 96 of the Working Genius Podcast, Patrick and Cody explain how the Working Genius framework provides a foundation for authentic confidence rooted in both strengths and weaknesses. They share practical insights on how humility, honesty, and self-awareness create confidence that impacts work, relationships, and life.Topics explored in this episode: 0:30 – Defining Confidence * Confidence is not arrogance, but alignment with truth about yourself.* Humility and confidence complement each other by grounding people in reality.3:40 – The Power of Admitting Weaknesses* Acknowledging what you're not good at frees you to celebrate your real strengths.6:20 – Building Confidence Through Working Genius* The Working Genius framework provides language for identifying gifts and frustrations.10:55 – Humility, Gifting, and Evidence* Confidence is strengthened when you recognize gifts as given, not earned.15:30 – Confidence for the Next Generation* Helping young people discover their genius accelerates confidence and direction.This episode of The Working Genius Podcast with Patrick Lencioni is brought to you by The Table Group: https://www.tablegroup.com. We teach leaders how to make work more effective and less dysfunctional. We also help their employees be more fulfilled and less miserable. The Six Types of Working Genius model helps you discover your natural gifts and thrive in your work and life. When you're able to better understand the types of work that bring you more energy and fulfillment and avoid work that leads to frustration and failure, you can be more self-aware, more productive, and more successful. The Six Types of Working Genius assessment is the fastest and simplest way to discover your natural gifts and thrive at work: https://workinggenius.me/about Subscribe to The Working Genius Podcast on Apple Podcasts (https://apple.co/4iNz6Yn), Spotify (https://open.spotify.com/show/3raC053GF5mtkq6Y1klpRU), and YouTube (https://bit.ly/Working-Genius-YouTube). Follow Pat Lencioni on https://www.linkedin.com/in/patrick-lencioni-orghealth, http://www.youtube.com/@PatrickLencioniOfficial, and https://x.com/patricklencioni. Be sure to check out our other podcast, At The Table with Patrick Lencioni, on Apple Podcasts (https://apple.co/4hJKKSL), Spotify (https://spoti.fi/4l1aop0), and YouTube (https://bit.ly/At-The-Table-YouTube). Let us know your feedback via
In this Australian Retirement Podcast episode, your co-host James O'Reilly, from Northeast Wealth, talks again with Centrelink guru, Justin Bott from Services Australia. Together they cover the clever steps that can mean a heap more Age Pension, as well as the critical mistakes that Aussies make which reduce - and sometimes completely eliminate - their entitlement. If you like this Australian Retirement Podcast episode, you'll love the series. Don't forget to subscribe for weekly shows on Apple, Spotify, YouTube or wherever you get your podcasts. Topics covered today - Using ‘exempt assets' to boost your Age Pension payment - Declaring super balances in downturns - Is it worth chasing the Health Care Card? - Advanced strategies for Gifting money - Using the Work bonus to earn more money without impacting your entitlement - Valuing your home contents / cars correctly - Declaring changes at the right frequency - How relationship changes can decimate your Pension Resources for this episode - Visit TermPlus to learn more - Learn more about PIMCO - Services Australia website - Financial Information Service - When a self-funded retirement seems impossible - Redbook car valuation tool - Ask a question (select the Retirement podcast) Rask Resources - All services - Financial Planning - Invest with us - Access Show Notes - Ask a question DISCLAIMER This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you're confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG) Learn more about your ad choices. Visit megaphone.fm/adchoices
What if you could generate consistent referrals without spending big on ads or fancy events?Access my FREE COURSES hereIn this episode of The Faithful Agent Podcast, host Garrett Maroon shares powerful, real-world strategies to build a thriving real estate business through meaningful client engagement. Whether you're just starting out or looking to refresh your approach, Garrett breaks down cost-effective, relational tactics that help agents deepen trust, boost referrals, and stand out in a crowded market.He covers everything from handwritten notes and video texts to simple, low-cost client events—all rooted in the idea that relationships, not transactions, drive success.
In this Australian Retirement Podcast episode, your co-host James O'Reilly, from Northeast Wealth, talks with Centrelink guru, Justin Bott from Services Australia. Together they tackle the complex realm that is Age Pension, and outline ways that you can get the highest benefit possible. If you like this Australian Retirement Podcast episode, you'll love the series. Don't forget to subscribe for weekly shows on Apple, Spotify, YouTube or wherever you get your podcasts. ~~Topics covered today~~ - How does the Age Pension work? - Understanding the Income and Assets test - How does Centrelink know your financial situation? - Breaking down the Family Home Exemption - Gifting money without getting caught out ~~ Resources for this episode ~~ - Visit TermPlus to learn more - Learn more about PIMCO - Services Australia website - Financial Information Service - Ask a question (select the Retirement podcast) ~~ Rask Resources ~~ - All services - Financial Planning - Invest with us - Access Show Notes - Ask a question DISCLAIMER: This podcast contains general financial information only. That means the information does not take into account your objectives, financial situation, or needs. Because of that, you should consider if the information is appropriate to you and your needs, before acting on it. If you're confused about what that means or what your needs are, you should always consult a licensed and trusted financial planner. Unfortunately, we cannot guarantee the accuracy of the information in this podcast, including any financial, taxation, and/or legal information. Remember, past performance is not a reliable indicator of future performance. The Rask Group is NOT a qualified tax accountant, financial (tax) adviser, or financial adviser. Access The Rask Group's Financial Services Guide (FSG) Learn more about your ad choices. Visit megaphone.fm/adchoices
If you plan to gift cash or securities to a family member, friend, or charity there may be benefits to share. Today, John Walker, Regional Vice President, Mercer Advisors, is joined by CERTIFIED FINANCIAL PLANNER® professional Jason O'Meara, Wealth Advisor and Sr. Director, Mercer Advisors. They discuss the value of having a tax strategy when giving or receiving financial gifts. Listening Time: 23 minutes Mercer-Cordasco Disclosure Information Visit Our Website Join Our Email List Additional Mercer Advisors Disclosure Cordasco Financial Network is a tradename. All services provided by Cordasco Financial Network investment professionals are provided in their individual capacities as investment adviser representatives of Mercer Global Advisors Inc. (“Mercer Advisors”), an SEC-registered investment adviser principally located in Denver, Colorado, with various branch offices throughout the United States doing business under different tradenames, including Cordasco Financial Network. Mercer Advisors is not a law firm and does not provide legal advice to clients. All estate planning document preparation and other legal advice are provided through Advanced Services Law Group, Inc.
In this inspiring episode of 'Raise Your Visibility Online,' LinkedIn expert and CEO Louise Brogan sits down with Lou Doyle, co-founder and CEO of Needi, a revolutionary corporate gifting concierge service that's transforming how businesses connect.Lou shares her remarkable entrepreneurial journey - from her early days in recruitment and traveling the world, to launching a cutting-edge tech company that blends psychology and AI to create meaningful corporate connections. Discover how she's tackling corporate waste while supporting local businesses through innovative gifting solutions.This episode is packed with actionable insights for business owners, industry experts, and aspiring entrepreneurs looking to leverage technology, build meaningful connections, and create sustainable business models that make a real impact.What You'll LearnHow to transition from traditional industries to tech entrepreneurshipThe psychology behind effective corporate gifting strategiesBuilding algorithms that create genuine human connectionsStrategies for reducing waste while growing your businessHow to leverage local partnerships for global impactThe importance of making recipients feel truly valuedPractical steps for building a tech-driven business from scratchCorporate gifting tactics that actually work for large organisationsKey TakeawaysThe Power of Connection: Learn why meaningful gifts foster stronger business relationships than generic corporate swagTech Meets Psychology: Discover how AI algorithms can be designed to understand human preferences and create personalized experiencesSustainable Business Models: See how reducing waste and supporting local businesses can be profitable growth strategiesEntrepreneurial Mindset: Understand the journey from employee to CEO and the mindset shifts required for successAbout Our GuestLou Doyle is the co-founder and CEO of Needi, a corporate gifting concierge service that's revolutionising how companies show appreciation and build connections. With a background in recruitment and a passion for technology and data, Lou has created an innovative platform that combines psychology with AI to deliver meaningful gifting experiences while supporting sustainability and local businesses.Episode Timestamps00:00 Introduction to Raise Your Visibility Online00:52 Meet Lou Doyle: Entrepreneur and Mom04:16 The Journey to Entrepreneurship06:39 The Birth of Needi: A Gifting Company13:27 Building a Tech-Driven Business16:32 Passion for Tech and Data17:10 The Power of Connection19:48 Building Needi from Scratch22:55 Corporate Gifting Strategies28:53 Future Growth and Global Expansion30:43 How to Connect with NeediConnect with Lou Doyle & Needilouise@needi.co.ukwww.needi.co.ukhttps://www.linkedin.com/in/louiseneedi/About the HostLouise Brogan is a LinkedIn expert, CEO, and host of 'Raise Your Visibility Online.' She helps business owners, industry experts, and entrepreneurs elevate their online presence and grow their ventures through strategic visibility and networking.Perfect ForBusiness owners looking to improve corporate relationshipsEntrepreneurs interested in tech startupsIndustry experts seeking innovative connection strategiesAnyone wanting to build a more sustainable business...
Church Life “The Calling of God, Pt. 1- To Ministry” Acts 16:1-10 Sacrifice (vv. 1-5)Obedience (vv. 6-10) Jo. 14:25-26 25 “These things I have spoken to you while I am still with you. 26 But the Helper, the Holy Spirit, whom the Father will send in my name, he will teach you all things and bring to your remembrance all that I have said to you. 16:7 Nevertheless, I tell you the truth: it is to your advantage that I go away, for if I do not go away, the Helper will not come to you. But if I go, I will send him to you.Psa. 37:3-5 3 Trust in the Lord, and do good; dwell in the land and befriend faithfulness. 4 Delight yourself in the Lord, and he will give you the desires of your heart. 5 Commit your way to the Lord; trust in him, and he will act.Calling of your spiritual gifts: - Calling (what is my passion for ministry?)- Gifting (what am I good at?) - Need (where is God working and what does the church and kingdom need?)
On today's show, we take your questions on gifting diamonds, overhearing racist comments, and when people ignore you in the elevator. For community members, your question of the week is about hosting your first tea party. Plus your weekly etiquette challenge, etiquette salute, and a postscript on Afternoon Tea from Emily's 1922 edition. Join the community - emilypost.substack.com Learn more about your ad choices. Visit megaphone.fm/adchoices
Have you struggled to find just where your gifts fit in the world? Feeling like God gave you a bad deal and you have nothing important to share? Our guest today, Heather Day, knows that feeling. But over time, she discovered that God had the perfect position and message for her to share. As a communications director, author and financial mentor, she's found her many talents just needed a place where God could use them. In this episode you'll discover how to stay patient and follow the Spirit to the spot that your gifting will make room for you, so you can enjoy a unique creator lifestyle that God designed for you! ABOUT OUR GUEST Heather M. Day is an author and ministry leader with more than 20 years of experience in the fields of marketing, communications, and nonprofit ministry. She is the Director of Marketing for Barnabas Foundation, where she provides marketing consultation and support for more than 200 Christian ministries. She is the author of Money and Spirit: Surrendering Our Finances to the Work of the Holy Spirit.In addition to writing corporate, marketing, and fundraising content for more than 200 nonprofit organizations, her writing has been featured in Christian Leadership Alliance's Outcomes magazine, Generosity Today, and Olivet the Magazine. She blogs regularly about life, motherhood, marriage, and faith-led leadership at HeatherDay.net. Tap to send us a text! LAST CHANCE to join God and Gigs 360 at our current rates! Select an Annual Plan and get a FREE Creator Clarity Coaching session! Claim your spot today at https://godandgigs.com/appSupport the showJoin our Creative Community In our 360 Membership, you get focused encouragement, guidance, and training on how to thrive as a faith-focused creative. Joining gives you access to our exclusive app, workshops and community conversations, as we change from being creatively confused to creatively confident! GodandGigs.com/membership PODCAST MERCHGet God and Gigs themed gear, clothing and accessories HERE! GOT VALUE FROM THIS PODCAST? If so, please share your: TIME: Send this episode to someone who you know would enjoy it TALENT: Email your art or music to add to our community to allen@godandgigs.com TREASURE: Tap HERE to help support God and Gigs with a donation!
Dana In The Morning Highlights 9/3Carnegie Vanguard and Debakey High School for Health Professions made Top 100 in USNew 3-story Welcome Center is expected to be completed by 2028 in College Station20% of people say they would leave their partner over the bad habit of how they chew
Ever dreamed of running away to India, Egypt, or Greece without waiting on anyone else's schedule? Meet Alle Pierce of The Gallivant Society, as she and Michelle dish on building a luxury travel brand from the ground up. From accidentally launching a business with a Canva logo to curating transformative, friendship-fueled adventures for women across the globe, you'll get the inside scoop on what really goes into planning curated group trips. Sprinkle in tales of TV news burnout and launching a website that finally matches the five-star experience, this episode is proof that luxury doesn't have to be boring, and travel is always better with the right crew. Alle Pierce is the Founder, Travel Designer, and Chief Galavant Officer at The Galavant Society: a company offering curated, small-group travel experiences for independent and curious women. Before launching TGS, Alle spent over a decade as a TV journalist and Emmy Award–winning host, telling stories on-air around the country. When she's not galavanting, she produces travel content for the Olympics and tourism boards, emcees events for the American Society of Travel Advisors, and proudly serves as the Godmother of a luxury river cruise ship. At its heart, The Galavant Society is more than just travel. It's a global community of women living boldly, on their own terms. ------------------------ In today's episode, we cover the following: Alle's career backstory Transition to the travel industry Organizing her first group trip Brand naming and evolution MKW collab: from merch to branding Brand strategy and visual identity development Signature items: the Galavant Scarf Scaling and structuring the business Website and sales experience upgrade The brand reveal "wedding" launch party Lasting impact and brand belonging Gifting and client loyalty Looking forward: plans for future trips and collaborations ---------------------- RESOURCES: Episode 229: Why Your Rebrand Deserves a Launch Party Episode 159: Travel Photography Secrets with Girl Gone Abroad Partner with MKW Creative Co. on your rebrand! ----------------------- Guest info: To learn more about The Galavant Society and their luxurious tours, follow them on Instagram @TheGalavantSociety and visit their website, TheGalavantSociety.com. ----------------------- Boring packaging? Forgettable branding? Sticker Giant fixes that with custom stickers and labels designed to make your brand stick—literally. Use code KMA25 at stickergiant.com for 25% off your first order. ----------------------- WORK WITH MKW CREATIVE CO. Connect on social with Michelle at: Kiss My Aesthetic Facebook Group Instagram Tik Tok ----------------------- Did you know that the fuel of the POD and the KMA Team runs on coffee? ;) If you love the content shared in the KMA podcast, you're welcome to invite us to a cup of coffee any time - Buy Me a Coffee! ----------------------- This episode is brought to you by Zencastr. Create high quality video and audio content. Get your first two weeks free at https://zencastr.com/?via=kma. ----------------------- This episode of the Kiss My Aesthetic Podcast is brought to you by Audible. Get your first month free at www.audible.com/kma. This episode was edited by Berta Wired Theme music by: Eliza Rosevera and Nathan Menard
Heather Marianna's Beauty Kitchen has produced the #1 Celebrity Gifting Lounge for the Oscars & Emmys Week.Lainie Strouse is a Executive Producer for film, television, and major live event productions. She has produced top-tier names like Ellen DeGeneres, George Clooney, Oprah Winfrey & more. she has also helped package & fund studio films.Deb Drummond- 9XAuthor, Speaker, Founder 262 Women's Movement.Carla Marie - Int'l Published Model 100+ Magazines worldwide Psychic Medium.Movie Reviews and More is broadcast live Tuesdays at 5PM PT on K4HD Radio - Hollywood Talk Radio (www.k4hd.com) part of Talk 4 Radio (www.talk4radio.com) on the Talk 4 Media Network (www.talk4media.com). Movie Reviews and More TV Show is viewed on Talk 4 TV (www.talk4tv.com).Movie Reviews and More Podcast is also available on Talk 4 Media (www.talk4media.com), Talk 4 Podcasting (www.talk4podcasting.com), iHeartRadio, Amazon Music, Pandora, Spotify, Audible, and over 100 other podcast outlets.
Chasing Euphoria & Finding Faith with Kat Sorensen | The Hopeaholics PodcastIn this compelling episode of The Hopeaholics Podcast, Kat Sorensen, a recovering alcoholic and rehab center owner, who shares her powerful journey of overcoming addiction and finding purpose through faith and service. Kat candidly recounts her childhood in Denver, marked by feelings of alienation and sensitivity, which led to her discovery of alcohol at 13, sparking a 20-year struggle as she chased the initial euphoria it provided. She discusses her early resistance to Alcoholics Anonymous, her bouts of sobriety, and eventual surrender to the program, which transformed her life. Kat also highlights her passion for helping others, detailing her work with a treatment center and a unique therapy program involving rescue horses, emphasizing the parallels between their redemption and her clients' recovery. Interwoven with humor, raw anecdotes about rehab life, and reflections on faith, this episode explores the challenges of addiction, the importance of staying the course, and the miracles of recovery, leaving listeners inspired by Kat's resilience and dedication to serving others.#thehopeaholics #redemption #recovery #AlcoholAddiction #AddictionRecovery #wedorecover #SobrietyJourney #MyStory #Hope #wedorecover #treatmentcenter #natalieevamarieJoin our patreon to get access to an EXTRA EPISODE every week of ‘Off the Record', exclusive content, a thriving recovery community, and opportunities to be featured on the podcast. https://patreon.com/TheHopeaholics Go to www.Wolfpak.com today and support our sponsors. Don't forget to use code: HOPEAHOLICSPODCAST for 10% off!Follow the Hopeaholics on our Socials:https://www.instagram.com/thehopeaholics https://linktr.ee/thehopeaholicsBuy Merch: https://thehopeaholics.myshopify.comVisit our Treatment Centers: https://www.hopebythesea.comIf you or a loved one needs help, please call or text 949-615-8588. We have the resources to treat mental health and addiction. Sponsored by the Infiniti Group LLC:https://www.infinitigroupllc.com Timestamps:00:03:55 - Faith and Church Discussion00:05:13 - Gifting a Devotional Bible00:10:16 - Childhood and Feeling Like an Outsider00:11:01 - Moving to the Beach to Avoid Cold00:14:17 - First Drink and Instant Connection to Alcohol00:19:55 - Rehab Ownership and Client Stories00:24:21 - Learning Boundaries in Rehab Work00:28:16 - High School Double Life and Progression01:05:53 - Comparing AA to Consistent Gym Work01:07:48 - Questioning "Trying" the 12 Steps01:09:33 - Acknowledging Recovery as a Miracle01:15:32 - Motivation for Starting a Treatment Center01:17:46 - Working with Rescue Horses for Client Therapy
In this episode, Angela discusses tax planning strategies for business owners considering transitioning or selling their business. She emphasizes the importance of proactive tax planning to maximize benefits and avoid common mistakes that could negatively impact the sale and future financial security. The episode outlines three critical 'don'ts' related to tax planning when transitioning a business. Key Takeaways
How Do You Survive Losing 12 Loved Ones? Can a heart shattered by twelve losses in twenty-two months find the strength to heal, rise, and light the way for others? Join us for a tender, powerful, and unforgettable conversation with Lisa Archer, a life and grief coach and author, as she bravely recounts losing 12 loved ones in just 22 months, including her parents and 24-year-old son-in-law. Discover how Lisa embraced holistic healing and inner transformation, ultimately finding the strength to transform her immense heartbreak into a life of purpose, even after a breast cancer diagnosis, and how she now guides others through their darkest moments, empowering them to be able to hold both grief and joy at once, fully, fiercely and without apology.IN THIS EPISODE, YOU'LL HEAR ABOUT THINGS LIKE:How healing changed the trajectory of Lisa's life.The profound truth that we can hold both grief and joy at once.The difference between a grief counselor and a life coach.The impact of a person's childhood environment that can lead to compound grief.The importance of making a conscious choice to move toward healing and wholeness.How mediums can be a powerful tool for healing.Practical strategies that help a person find meaning after loss.Why it's crucial to surround yourself with supportive people and protect your energy during healing. SOME QUESTIONS IRENE ASKS LISA:Can you share a glimpse into your life before those heartbreaking years?You endured the unimaginable. Can you tell us about your beloved parents and Jack, the roles they played in your world, your memories that shine brightest, and briefly walk us through those devastating 22 months?What was the moment that shifted things for you? What inspired you to survive mentally, emotionally, and spiritually by making a choice to heal?You used a therapist and you also hired a life coach. How did each help you to do the work to heal?Did you also communicate with your deceased loved ones through mediums?What inspired you to help others to create a life of passion and purpose around their pain?How did the tools you implemented through all your losses help you to support your family during your breast cancer diagnosis?How do you holistically help people uncover their “knowing,” so they can move forward with clarity, courage, and intention?WATCH ON YOUTUBE: How Do You Survive Losing 12 Loved Ones?
What really motivates a general dentist to refer to a specialist, and what causes them to avoid specific specialists? In this episode of Every Day Oral Surgery, we sit down with Dr. Victor Martel to get a GP's honest take on the referral process, communication between GP and specialists, and how to build better relationships. To get started, Dr. Martel shares advice for oral surgeons looking to strengthen their relationships with general dentists, including the power of lunch meetings and gifting. Next, we unpack the risks of referring too many specialists to patients before discussing the importance of clear, consistent, and personal communication between the GP and the specialist. You'll even learn about how to increase referrals from GPs! If you want to understand the GP mindset and become the kind of specialist they recommend and trust, then this episode is for you, so be sure to tune in now! Key Points From This Episode:A warm welcome to today's guest, Dr. Victor Martel. Why Dr. Martel doesn't want to be a jack of all trades and master of nothing. The best ways to make GPs feel like they are important to oral surgeons. Why a GP would refer multiple surgeons and the danger of doing that. How often a general dentist wants communication, in Dr. Martel's opinion. The power of having lunch with a GP as a dental specialist. Why training a GP's staff is so important and figuring out the best CE. Gifting in business, how to do it, and why it is so powerful. Dr. Martel talks about how and why GPs refer and how to increase your own.Links Mentioned in Today's Episode:Dr. Victor Martel on LinkedIn — https://www.linkedin.com/in/victor-martel-dmd-91431922/ Dr. Victor Martel on Instagram — https://www.instagram.com/drvicmartel/ Dr. Victor Martel Email Address — martelacademy@gmail.com Dr. Victor Martel Phone Number — 561 602 7222 Martel Academy — https://martelacademy.com/ Giftology — https://www.amazon.com/Giftology-Increase-Referrals-Strengthen-Retention/dp/1619614332 Everyday Oral Surgery Website — https://www.everydayoralsurgery.com/ Everyday Oral Surgery on Instagram — https://www.instagram.com/everydayoralsurgery/ Everyday Oral Surgery on Facebook — https://www.facebook.com/EverydayOralSurgery/Dr. Grant Stucki Email — grantstucki@gmail.comDr. Grant Stucki Phone — 720-441-6059
Connect with Onramp // Jackson Mikalic on X // First Covenant Trust & AdvisorsOnramp Bitcoin Dynasty TrustsDownload deep dive report from OnrampScarce Assets: a biweekly podcast presented by Onramp which delves into the emergent role of bitcoin in finance professionals' strategies and outlooks. Hosted by Jackson Mikalic, Scarce Assets provides invaluable insights for wealth managers aiming to outperform their peers in the decades ahead. Finance professionals everywhere know about stocks and bonds, but the macroeconomic outlook requires that serious investors pay close attention to another category: Scarce Assets.00:00 – Onramp Bitcoin Dynasty Trusts03:53 – First Covenant & David Greene's Background08:26 – Why Estate Planning Matters for Bitcoin12:41 – Bitcoin as the “Acorn” Asset17:41 – Trust Structures & Directed Trusts25:21 – Multi-Institution Custody (MIC)32:31 – Trusts as Protocols38:56 – Setting Up a South Dakota Trust44:46 – Costs & Accessibility49:36 – Gifting, Sales & Borrowing Against BTC57:26 – Implementation & Closing Thoughts01:02:47 – Outro & DisclaimerPlease subscribe to Onramp Media channels and sign up for weekly Research & Analysis to get access to the best content in the ecosystem weekly.
Complaint Filed Against Judge in NW Fresno Luxury Apartment Case Please Subscribe + Rate & Review Philip Teresi on KMJ wherever you listen! --- KMJ’s Philip Teresi is available on the KMJNOW app, Apple Podcasts, Spotify, Amazon Music or wherever else you listen. --- Philip Teresi, Weekdays 2-6 PM Pacific News/Talk 580 & 105.9 KMJ DriveKMJ.com | Podcast | Facebook | X | Instagram --- Everything KMJ: kmjnow.com | Streaming | Podcasts | Facebook | X | Instagram See omnystudio.com/listener for privacy information.
Complaint Filed Against Judge in NW Fresno Luxury Apartment Case Please Subscribe + Rate & Review Philip Teresi on KMJ wherever you listen! --- KMJ’s Philip Teresi is available on the KMJNOW app, Apple Podcasts, Spotify, Amazon Music or wherever else you listen. --- Philip Teresi, Weekdays 2-6 PM Pacific News/Talk 580 & 105.9 KMJ DriveKMJ.com | Podcast | Facebook | X | Instagram --- Everything KMJ: kmjnow.com | Streaming | Podcasts | Facebook | X | Instagram See omnystudio.com/listener for privacy information.
The biggest threat to your family business is the unspoken tension inside your family. Jerome Myers talks with Amy Wirtz, senior consultant at The Family Business Consulting Group and Exit Planner of the Year, about navigating family succession with clarity and compassion. With deep experience as a lawyer, mediator, and strategist, Amy offers real-world wisdom for business owners struggling to pass the torch without burning bridges. Listen now for frameworks that demystify legacy, reveal blind spots, and offer new ways forward. [00:00 – 12:00] Family Businesses Aren't Broken Why family businesses matter more than you think The emotional dream behind succession What sparks (and delays) transition planning Owners think about it long before they talk about it Outside advisors often prompt the first move [12:01 – 24:00] Power, Voice, and Money Ownership is power Equal shares ≠ equal results Gifting vs earning the business Who gets to vote, who gets a say When silence costs more than taxes [24:01 – 36:00] Ego, Exit, and Expectations Letting go is harder than you expect The myth of "work optional" retirement Why selling to your kids might be best Salary vs financial freedom What happens when you don't diversify [36:01 – 46:00] New Generation, New Vision Founders vs. next-gen work styles The “lazy” label, and what's behind it Redefining hustle in a digital world Lifestyle over grind Learning from past downturns [46:01 – End] The Process Behind the Plan Amy's consulting roadmap Building healthy governance systems Coaching families through tough transitions Why change takes time Empowering families to lead their future Key Quotes: “You work for your money. You don't get money just because you're an owner.” – Amy Wirtz “There is help out there for family businesses. They're really smart, capable people who actually support the backbone of the economy.” – Amy Wirtz Connect with Amy! Website: thefbcg.com LinkedIn: linkedin.com/in/amywirtz Ready for your next chapter? Start Your Assessment Now
In this episode of Two Pastors and a Mic, we share the jaw-dropping true story from Guatemala that's challenging our doubts and reigniting our faith for miracles - both big and small.You'll hear:
Have Zelensky and Europe lost all leverage over Trump and Putin? What's behind Vance's ‘odd relationship' with UK foreign secretary David Lammy? Why does Rory think Starmer's terrorist proscription of direct action group Palestine Action is ‘really foolish'? Join Rory and Alastair as they answer all these questions and more. The Rest Is Politics Plus: Join with a FREE TRIAL at therestispolitics.com for exclusive bonus content including Rory and Alastair's first ever miniseries, early access to episodes and live show tickets, ad free listening, our exclusive newsletter, discount book prices on titles mentioned on the pod, and our members chatroom. The Rest Is Politics is powered by Fuse Energy. The Rest Is Politics is powered by Fuse Energy. Fuse are giving away FREE TRIP+ membership for all of 2025 to new sign ups
Send us a textMr. and Mrs. Smith are "drowning" in a sea of cash!Because of this growing “problem”, Mr. and Mrs. Smith decided they want to provide financial gifts to their grandchildren who range in age from late teens to late 20s. Mr. Smith's questions focused on how to give these gifts in the best manner If you'd like to be a part of a free online retirement community, join us on Facebook: https://www.facebook.com/groups/399117455706255/?ref=share
Helgi og Hjálmar voru í geggjuðu brúðkaupi hjá góðvini þeirra og skemmtu þeir sér konunglega. Strákarnir hringdu í Alídu vin þáttarins og fengu það á hreint hvaða skemmtistaðir eru inn eða út. Helgi lenti í ruglingi þegar hann fór út að labba með hundinn um daginn. Helgi labbaði upp að gosinu um daginn en komst að því að gosið sást betur frá reykjanesbrautinni.IG helgijean & hjalmarorn110Takk fyrir að hlusta - og munið að subscribe´a!
Time for a Q&A episode! We're answering your amazing questions + giving our thoughts on the newest updates on Instagram for content creators.Danielle's Instagram: @shestyledwhatAllysa's Instagram: @allysa.larson Podcast Instagram: @theinfluencecommunityAdvertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy
In this episode, we tackle one of the most overlooked and impactful ways to give—through appreciated assets. Whether you're thinking about supporting your church or blessing a loved one, we break down how to give more wisely and tax-efficiently. This conversation was inspired by a listener from Marietta, and we couldn't resist diving deeper into this topic that stirs up both generosity and smart planning. Join Randy, Nic, and me (Aaron) as we explore two powerful angles: giving to charities versus giving to individuals. You'll hear real-life stories, key strategies to avoid unnecessary taxes, and tips on how to be generous without creating financial complications for your recipients. If you've ever wondered whether to write a check or gift appreciated stock instead—this episode's for you. Episode Timeline: [0:00] Welcome & Introduction [0:30] Two Paths for Giving: Cash vs. Appreciated Assets [1:08] Giving to Charity: The Charitable Version [2:09] Real-Life Example: Gifting to Family [4:16] Gift Tax Rules & Bracket Management [5:38] Special Considerations: Disabilities & Financial Aid [7:27] Generosity Spurs Generosity [8:24] Key Takeaways & Final Thoughts [8:54] Disclaimers & Contact Info Key Takeaways: Donating appreciated assets can help you avoid capital gains taxes and provide a bigger benefit to charities. Gifting investments to family members in lower tax brackets can be a win-win, but be mindful of gift tax limits and special situations. Always seek professional advice to ensure your generosity doesn't unintentionally impact someone's benefits or financial aid. Links & Resources: Email us your questions: connect@yourretirementcoach.com Connect with us on Facebook: https://www.facebook.com/profile.php?id=100063585099972 Learn more about our team: Yeoman's Consulting Group Thanks for being generous with your time. If you enjoyed today's episode, please follow, rate, and share the podcast. And don't forget to leave us a review—your feedback helps us serve more coachable people like you!
In this powerful episode, Sara Hardwick joins Mike Abramowitz to share how service professionals, tradespeople, and entrepreneurs can grow their business by giving without expectations.As a leader at GIFT·OLOGY, Sara walks us through the real strategy behind business gifting — and why it has nothing to do with promotional merchandise or thank-you baskets.You'll discover:Why timing your gift matters more than what you giveThe "harmless starter" framework for reconnecting with past clientsHow handwritten notes outperform high-end itemsThe psychology behind off-cycle generosityHow to be referred (without it getting awkward)Whether you're a contractor, consultant, or relationship-based service provider, this episode is your new blueprint for growth through generosity.Chapters:00:00:00 - Why Giving First Wins Big00:00:52 - Welcome to the Relationship-First Business Show00:01:08 - Honoring a Legacy: John Ruhlin & GIFT·OLOGY00:02:03 - How Sara Found Her Calling in GIFT·OLOGY00:06:08 - Gifting That Moves the Needle00:13:00 - Turning Referral Partners into Raving Fans00:16:36 - Follow-Ups That Don't Feel Forced00:19:25 - Real-World Referral Wins You Can Steal00:25:07 - Quickfire Gifting Ideas That Actually Land00:25:42 - Business Isn't Built on Swag00:27:43 - When to Gift, How to Wow00:29:15 - Inside the Rich Membership Magic00:31:20 - How to Systemize Relationship-Building00:32:54 - Build a Referral System Without Being Salesy00:37:41 - Start Here: The Harmless Starter Script00:40:16 - Ask This Before You Pitch Referrals00:42:46 - One Final Shift That Changes EverythingResources Mentioned:Giftology by John RuhlinConnect with The Better Than Rich:Get Your Free Delegation PlanBTR Mini-CourseWebsiteFacebookInstagram
In this episode, Brian welcomes Mike from Florida, a member of the Mid Florida Bigfoot Research Group, to share his experiences and insights on Bigfoot encounters in Florida. Mike recounts his first sighting near Homosassa, Florida, which led him down a path of extensive Bigfoot research. He describes multiple encounters, including sightings, physical evidence like footprints, tree structures, and even what felt like infrasound attacks.Mike discusses the methodologies he uses in his research, such as gifting and vocal mimicry, and the variations in Bigfoot characteristics across different regions. The episode also touches on the emotional and psychological aspects of these encounters. Overall, Mike's detailed accounts provide a compelling look into Bigfoot activity in Florida and the broader implications for understanding these elusive creatures.Get Our FREE NewsletterGet Brian's Books Leave Us A VoicemailVisit Our WebsiteSupport Our SponsorsVisit Untold Radio AM00:00 Welcome and Introduction 00:50 First Encounter: A Life-Changing Experience 04:28 Processing the Encounter and Skepticism 06:42 Diving into Bigfoot Research 07:56 Second Encounter: A Terrifying Experience 14:42 Tree Structures and Evidence 19:07 Another Encounter with Bigfoot 24:40 Terrifying Encounter in the Woods 25:20 Calling for Help 25:58 Run-In with the Police 27:09 Sharing More Experiences 28:07 Strange Sounds and Sensations 31:34 Psychic Connections and Dreams 38:44 Gifting and Interactions 43:38 Theories on Skunk Apes and Sasquatch 47:06 Concluding Thoughts and Future PlansBecome a supporter of this podcast: https://www.spreaker.com/podcast/sasquatch-odyssey--4839697/support.
Send us a textIn episode 265 of Beyond The Story, Sebastian Rusk interviews “Merch Queen” Amanda Hofman, CEO and Co-Founder of Go To Market, a woman-owned branded merchandise company revolutionizing swag. Amanda shares her journey from founding NYC's Urban Girl Squad to building a brand that makes meaningful merch fun and accessible. She also talks about entrepreneurship, pivoting during the pandemic, and life in NYC with her family, rescue dog, and love for running and cycling.Tune in for valuable lessons on entrepreneurship and the importance of establishing a strong brand identity.TIMESTAMPS[00:02:47] Print on Demand technology.[00:06:13] Innovative brand merchandise strategies.[00:08:06] Exciting design process for brands.[00:12:39] AI as an enhancer.[00:15:25] Branded merchandise strategy importance.[00:18:46] Gifting platforms over storefronts.[00:21:44] Merch as business support.QUOTES "We connect to the values of a company. We don't connect to the logo of a company. We connect to how it makes us feel, how it relates to our identity." - Amanda Hofman"Your branded merchandise should look, feel, and taste as good as that. And if it doesn't, don't do it." -Amanda Hofman“ AI is going to be there to make a life just that much easier on, on, on what we're doing.” -Sebastian Rusk==========================Need help launching your podcast?Schedule a Free Podcast Strategy Call TODAY!PodcastLaunchLabNow.com==========================SOCIAL MEDIA LINKSSebastian RuskInstagram:https://www.instagram.com/podcastlaunchlab/Facebook: Facebook.com/sruskLinkedIn: LinkedIn.com/in/sebastianrusk/YouTube: Youtube.com/@PodcastLaunchLabAmanda HofmanInstagram: https://www.instagram.com/gotomarketstudio/?hl=en LinkedIn: https://www.linkedin.com/in/amandagoldfinehofman/ ==========================Take the quiz now! https://podcastquiz.online/==========================Need Money For Your Business? Our Friends at Closer Capital can help! Click here for more info: PodcastsSUCK.com/money==========================PAYING RENT? Earn airlines when you do with the Bilt Rewards MastercardAPPLY HERE: https://bilt.page/r/2H93-5474
For those of you that are interested in giving, let's try to do so as tax efficiently as possible! In this episode of Financial Clarity for Doctors, Rachelle Vanderzanden and Corey Janoff walk through a few ways you can give money to the causes that are near and dear to your heart and pay a little less in taxes at the same time. Often, the larger the gift, the more tax benefits, but even small gifts can potentially have tax benefits. A few ways to get tax deductions for charitable contributions include: Smaller gifts to qualifying non-profits if you already itemize on your taxes. Gifting appreciated stock from non-qualified accounts. Gifting money to donor-advised funds. Setting up private foundations. Bequeathing money from a potentially taxable estate. Setting up a trust specifically for charitable giving. Some of your tax money may go to causes you support, but choosing your own causes can be much more rewarding and potentially lessen that tax burden. Listen to the full episode to learn more! For more financial planning tips from Corey and Rachelle, you can reach out to them at podcast@thefinitygroup.com. They would love to hear your questions and ideas for upcoming episodes. Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Finity Group, LLC and Cambridge are not affiliated. Cambridge does not offer tax or legal advice.
Summary In this episode, Wayne Marcel interviews Rob Goodman from Boring Collectibles, discussing the intersection of physical collectibles and cryptocurrency. They explore the value of physical Bitcoin, the innovative CryptoLink technology, and the importance of educating the market about these unique assets. Rob shares insights on security, trust, and the future of Boring Collectibles, emphasizing the potential for growth in the collectibles market tied to Bitcoin. The conversation highlights the significance of scarcity and the collector's mindset in driving value. Learn more about Boring Collectibles: https://boringcollectibles.com/ Takeaways Boring Collectibles merges physical items with Bitcoin. Scarcity increases the value of collectibles. CryptoLink technology is a unique selling point. Education is key for market acceptance. Security measures are crucial for physical Bitcoin. The collectibles market is broader than just crypto enthusiasts. Physical Bitcoin can serve as a long-term investment. Trust in the manufacturing process is essential. Innovative collaborations can expand the product line. Gifting physical Bitcoin can introduce new users to crypto. Chapters 00:00 Introduction to Boring Collectibles 02:31 The Concept of CryptoLink and Collectibility 06:33 Understanding the Value of Physical Bitcoin 10:37 Challenges and Concerns in the Physical Bitcoin Market 15:34 The Evolution of Bitcoin's Perception 20:47 Security Measures for Private Keys 24:14 The Dual Value of Collectibles 28:12 Sales and Marketing Strategies for Boring Collectibles 33:28 Future Innovations and Collaborations
#265 Non-SaaS Marketing | In this episode, Matt sits down with Sandra Rand, a fractional head of marketing who works with early-stage, non-SaaS B2B companies. She's led marketing for PE-backed, self-funded, and services-based businesses, where big budgets and SaaS-style playbooks aren't the norm. She's also building the Non-SaaS Marketers subgroup inside Exit Five to support others facing the same challenges.Matt and Sandra cover:How non-SaaS teams drive growth without demos, PLG, or huge lead volumeWhy events, word of mouth, and referrals often outperform funnels in these orgsTactical ideas for gifting, partnerships, and pipeline-building on a lean budgetWhether you work in SaaS or not, you'll walk away with creative, scrappy strategies to build trust and drive results in B2B.Timestamps(00:00) - – Intro (03:04) - – Why Exit Five launched the Non-SaaS group (08:24) - – What makes non-SaaS marketing different (11:44) - – Budgets, sales cycles, and team structure (16:34) - – Why brand and trust matter more (18:44) - – Events > funnels in non-SaaS (28:40) - – How to build brand on a budget (34:10) - – Word-of-mouth and referral tactics (38:50) - – Gifting and relationship-driven growth (44:50) - – Scrappy, creative plays that actually work (50:20) - – What's next for the Non-SaaS community Send guest pitches and ideas to hi@exitfive.comJoin the Exit Five Newsletter here: https://www.exitfive.com/newsletterCheck out the Exit Five job board: https://jobs.exitfive.com/Become an Exit Five member: https://community.exitfive.com/checkout/exit-five-membership***Today's episode is brought to you by Zuddl.We're halfway through 2025, and one thing's clear: events continue to be one of the highest performing marketing channels. Niche meetups, conferences, curated dinners, networking - you name it. Everyone's leaning in.Events are a core part of our playbook this year at Exit Five. So far, we've hosted two virtual sessions each month, one large virtual event, one in-person meetup, and we're deep in the weeds planning our Drive conference coming back to Vermont this September.Zuddl helps us run a smarter event strategy - from driving registrations, managing invites, automating comms, reminders, analytics, tracking. Their Salesforce integration also makes it simple to report on pipeline and revenue from events without pulling in ops.On top of that, the differentiator with Zuddl is how their team is insanely good at supporting us. They always go above and beyond for us - and that's how we've been able to keep the momentum going with 12+ events already this year, with plenty more to come.If events are part of your marketing strategy, you need to look at Zuddl to see how companies like Zillow, CrowdStrike, and Iterable are using the top event platform for Business events in 2025. Head over to zuddl.com/exitfive to learn more.
Ross Slutsky is a commercial appraiser based in Orlando Florida. On today's show we are talking about valuation methods that can result in significant tax savings, particularly if there are future events that can make the realization of that value contingent on those events. You can learn more by visiting pcecompanies.com or emailing Ross directly at rslutsky@pcecompanies.com.--------------**Real Estate Espresso Podcast:** Spotify: [The Real Estate Espresso Podcast](https://open.spotify.com/show/3GvtwRmTq4r3es8cbw8jW0?si=c75ea506a6694ef1) iTunes: [The Real Estate Espresso Podcast](https://podcasts.apple.com/ca/podcast/the-real-estate-espresso-podcast/id1340482613) Website: [www.victorjm.com](http://www.victorjm.com) LinkedIn: [Victor Menasce](http://www.linkedin.com/in/vmenasce) YouTube: [The Real Estate Espresso Podcast](http://www.youtube.com/@victorjmenasce6734) Facebook: [www.facebook.com/realestateespresso](http://www.facebook.com/realestateespresso) Email: [podcast@victorjm.com](mailto:podcast@victorjm.com) **Y Street Capital:** Website: [www.ystreetcapital.com](http://www.ystreetcapital.com) Facebook: [www.facebook.com/YStreetCapital](https://www.facebook.com/YStreetCapital) Instagram: [@ystreetcapital](http://www.instagram.com/ystreetcapital)
Florida federal prosecutors in the Southern District of Florida, led by then-U.S. Attorney Alex Acosta, were fully aware of damning allegations into Jeffrey Epstein's predatory sexual behavior—including testimony that he exploited teenage girls as young as 14 in New York—as early as 2006. Despite this, in 2008 the Feds struck a secretive non-prosecution agreement that allowed Epstein to plead to minor state prostitution charges. The deal granted him immunity from federal prosecution and shielded not only him but also unnamed co-conspirators—including possibly powerful individuals—from federal scrutiny. Grand jury transcripts from 2006 and 2007 confirm that investigators had solid frontline narratives and evidence of abuse, yet chose to sideline them in favor of a lenient plea that allowed Epstein to serve just over a year with generous work-release privileges. Acosta, for his part, has since claimed that he was pressured by higher-ups in the Justice Department to back off—a troubling detail that suggests this wasn't merely prosecutorial discretion, but top-down protection.Critically, this arrangement was not borne out of investigative insufficiency—it reflected a systemic choice. The leniency bestowed on Epstein exposed deep flaws in the justice system, where privilege and influence appear to outweigh victim protection. Prosecutors blatantly sidelined federal charges despite being aware of New York-based victims, while those victims were kept in the dark regarding their rights under federal law. This miscarriage of justice underscores a broader failure: not only did powerful figures in law enforcement choose expediency over accountability, but they also set a chilling precedent that wealth and high-level connections can insulate perpetrators from the full course of the law.(commercial at 11:25)to contact me:bobbycapucci@protonmail.comsource:https://abcnews.go.com/US/exclusive-florida-feds-knew-york-victim-epstein-indictment/story?id=69088738
Why do killer whales keep handing us fish? Scientists unpack the mystery The first commercial space station is nearly here. And it could change space forever Contact the Show: coolstuffcommute@gmail.com Learn more about your ad choices. Visit megaphone.fm/adchoices