Podcasts about LegalZoom

Stuck on the entrepreneurial roller coaster where sales spike, operations crash, and you're still working 80-hour weeks? In this episode, Jason Swenk breaks down the stages from operator to owner and shows how to build a business that can finally run without you.Jason Swenk is a prominent digital agency coach, keynote speaker, and author of Operator to Owner. After launching a digital agency in 1999 and scaling it into a multimillion-dollar firm serving brands like AT&T, Hitachi, and LegalZoom, he successfully sold the company in 2011. Drawing from his experience, Jason founded Agency Mastery and created the "Founder Evolution Framework," a five-stage roadmap designed to help seven- and eight-figure founders transition from hands-on operators to true owners. Today, he also hosts the Smart Agency Masterclass Podcast, helping entrepreneurs build scalable agencies that run seamlessly without them.Connect with Jason Swenk:Website: https://operatortoownerevolution.com/ Instagram: instagram.com/jswenk YouTube: youtube.com/jasonswenk TurnKey Podcast Productions Important Links:Guest to Gold Video Series: www.TurnkeyPodcast.com/gold The Ultimate Podcast Launch Formula- www.TurnkeyPodcast.com/UPLFplusFREE workshop on how to "Be A Great Guest."Free E-Book 5 Ways to Make Money Podcasting at www.Turnkeypodcast.com/gift Ready to earn 6-figures with your podcast? See if you've got what it takes at TurnkeyPodcast.com/quizSales Training for Podcasters: https://podcasts.apple.com/us/podcast/sales-training-for-podcasters/id1540644376Nice Guys on Business: http://www.niceguysonbusiness.com/subscribe/The Turnkey Podcast: https://podcasts.apple.com/us/podcast/turnkey-podcast/id1485077152

Flat-Fee Legal Services & the Rise of Fractional General Counsel w/ Ryan Hurley of Litix Legal - AZ TRT S07 EP08 (290) 5-28-2026       Things We Learned This Week Small businesses still need sophisticated legal strategy Even companies with only 5–10 employees need governance, operating agreements, cap tables, and employment structures built correctly from day one. The traditional legal billing model is under pressure Hourly billing and massive retainers are frustrating both client & attorneys. Flat-fee legal services are emerging as a more predictable alternative. Arizona is becoming a legal innovation hub Arizona's ABS laws now allow non-attorney ownership & outside investment. This could fundamentally reshape how legal services operate. AI will likely compress legal fees across the industry AI is helping firms automate admin, documents and research. That efficiency may lower costs for clients and increase competitive pressure on traditional firms. AI legal tools still need human oversight Platforms like Legalzoom can help with basic setup work, but founders still need experienced legal counsel for fundraising, equity structure, governance, and long-term growth decisions.   Guest: Ryan Hurley, CEO - Principal Attorney & Co-Founder, Litix Legal Website: https://www.litixlegal.com/ Certified Attorney | Strategic Business Guidance | Startup Representation | Compliance & Risk Mitigation | HR Oversight | Contract Negotiation | Equity & Debt Raises | Joint Ventures | Mergers & Acquisitions | Board Governance | Investor Relations | Government & Media relations   An experienced attorney with 20 years, Ryan Hurley is CEO and co-founder of Litix Legal, a new kind of law firm on a mission to make clients love their lawyers and lawyers love their law firm by replacing the outdated hourly billing model with flat fees whenever possible. Hurley previously served as general counsel for Copperstate Farms, a vertically integrated cannabis company with 9 dispensaries under the Sol Flower brand name and one of the largest greenhouse cannabis production facilities in North America. Hurley was an instrumental player in Copperstate Farms' birth, growth, and development, positioning the company as a market leader through his strategic business advice, careful compliance and risk mitigation. Referred to as Arizona's "Father of Cannabis Law," Hurley has been recognized as one of the Top 100 Lawyers in Arizona and as one of the 20 Names to Know by Phoenix Business Journal. He has been a part of the Arizona cannabis industry from its inception and played a pivotal role in the initiatives to legalize medical and adult-use cannabis in Arizona. A founding member and former board member of the National Cannabis Industry Association, Hurley is deeply entrenched in all aspects of the cannabis industry and a sought-after expert on cannabis policy. Ryan Hurley was also a founding member of the Arizona Dispensaries Association and the organization's former vice president. Hurley was also a pioneer in the AZ solar energy and cryptocurrency/blockchain industries. A dedicated, passionate, and knowledgeable attorney, innovator, and entrepreneur, Hurley has presented at several conferences and seminars throughout the country and has been featured in many interviews in television, print, and radio. His expansive background in policy has cemented his reputation as a reliable thought leader. Hurley holds a B.S. in environmental science from the University of Arizona and a J.D. from the University of Arizona's James E. Rogers College of Law. Before emerging as a leader in the cannabis industry and co-founding Litix, Hurley was an associate attorney at Lewis and Roca LLP focusing on land use, zoning, water, and environmental issues and a named partner at Rose Law Group.   Podcast Notes Guest: Ryan Hurley Company: Litix Legal Episode Theme: How Arizona's new legal business model, flat-fee legal services, and AI are reshaping legal support for startups and small businesses.     Episode Notes Episode Overview Litix Legal was formed in 2025 using Arizona's new "alternative business structure" (ABS) law, which allows non-attorneys to own equity in law firms. The firm is focused on: Startups Small businesses Growth-stage companies Fractional / outsourced general counsel services Their mission is to modernize legal services through: Flat-fee pricing Technology and AI workflows More accessible legal support Strategic partnership models for founders The firm does not handle: Litigation Criminal law Segment 1 — The Legal Gap for Small Businesses Key Discussion Points Small businesses still need real legal infrastructure Many startups and smaller businesses are: Too small for a full-time in-house attorney Too large or complex for DIY legal templates Most companies still need: Corporate structure setup Governance Employment agreements Operating agreements Cap table strategy Investor preparation Equity and profit-sharing guidance Startups need strategic legal guidance early Ryan discussed how founders preparing for: fundraising, seed rounds, or Series A growth need legal partners who understand: ownership structure, equity distribution, governance, and investor expectations. Important startup legal topics include: Number of company units/shares Ownership percentages Cap table organization Equity incentives Employment contracts A poorly structured company early on can create major issues later. "An ounce of prevention is worth a pound of pain later." Traditional legal billing frustrates startups Traditional law firms often: Charge large retainers ($10,000+) Bill hourly ($650/hour+) Create unpredictable costs Litix Legal is attempting to solve this with: predictable flat-fee pricing, monthly packages, and faster attorney access. Example package: Around $2,000/month Includes meetings, calls, emails, and ongoing support The model functions similarly to: outsourced general counsel, or a fractional legal department. Segment 2 — Reinventing the Law Firm Business Model Ryan Hurley's Background Ryan has: practiced law for 20 years, worked at large corporate firms, worked in zoning and politics, advised cannabis and solar companies, and served as in-house counsel for a fast-growing cannabis company. That cannabis company reportedly grew to: 650 employees $100M in revenue Problems with the traditional legal industry Ryan explained how many attorneys dislike the traditional billable-hour system. Large firms often require: 2,000+ billable hours annually intense time tracking constant pressure to maximize billing According to Ryan: clients dislike the unpredictability, attorneys dislike the structure, and the industry has resisted modernization for decades. Arizona's Alternative Business Structure (ABS) Arizona changed legal industry rules through ABS reform. Historically: Only attorneys could own law firms Non-lawyers could not receive equity or profit-sharing The new Arizona model allows: non-attorney ownership, outside investment, operational partners, and more scalable business structures. Example: Ryan's COO/cofounder has a technology background and is not an attorney. Other regions experimenting with similar models: Utah Washington DC Internationally: UK and Australia already use versions of this structure Industry resistance Ryan noted that some traditional firms oppose these changes because: legal firms have operated similarly for 100+ years, entrenched firms fear competition, and fee compression threatens legacy models. States like: California Illinois have reportedly pushed back on similar reforms. Segment 3 — AI and the Future of Legal Services AI is changing law firm economics AI and automation tools are helping firms: reduce administrative work, improve workflow efficiency, lower operating costs, and potentially reduce client fees. Ryan believes AI will contribute to: industry-wide fee compression, more efficient legal delivery, and increased competition. LegalZoom and AI still have limits Ryan noted that: DIY legal platforms, template systems, and AI tools like Claude can help with: boilerplate documents, simple entity setup, and basic workflows. However: businesses should still seek professional legal review, especially for growth-stage decisions or investor preparation. The concern is: founders may over-rely on generic AI outputs without understanding legal risks. Fractional legal services are growing Litix Legal positions itself as: an outsourced general counsel solution, or a fractional legal department. Monthly plans reportedly range from: $1,000 to $4,500+ depending on complexity and communication needs. The firm says early client feedback has been strong.         Legal Shows: https://brt-show.libsyn.com/category/Legal-Asset+Protection-Estate+Planning       Investing Shows:  https://brt-show.libsyn.com/category/Investing-Stocks-Bonds-Retirement    'Best Of' Topic: https://brt-show.libsyn.com/category/Best+of+BRT      Thanks for Listening. Please Subscribe to the AZ TRT Podcast.     AZ Tech Roundtable 2.0 with Matt Battaglia The show where Entrepreneurs, Top Executives, Founders, and Investors come to share insights about the future of business.  AZ TRT 2.0 looks at the new trends in business, & how classic industries are evolving.  Common Topics Discussed: Startups, Founders, Funds & Venture Capital, Business, Entrepreneurship, Biotech, Blockchain / Crypto, Executive Comp, Investing, Stocks, Real Estate + Alternative Investments, and more…    AZ TRT Podcast Home Page: http://aztrtshow.com/ 'Best Of' AZ TRT Podcast: Click Here Podcast on Google: Click Here Podcast on Spotify: Click Here                    More Info: https://www.economicknight.com/azpodcast/ KFNX Info: https://1100kfnx.com/weekend-featured-shows/     Disclaimer: The views and opinions expressed in this program are those of the Hosts, Guests and Speakers, and do not necessarily reflect the views or positions of any entities they represent (or affiliates, members, managers, employees or partners), or any Station, Podcast Platform, Website or Social Media that this show may air on. All information provided is for educational and entertainment purposes. Nothing said on this program should be considered advice or recommendations in: business, legal, real estate, crypto, tax accounting, investment, etc. Always seek the advice of a professional in all business ventures, including but not limited to: investments, tax, loans, legal, accounting, real estate, crypto, contracts, sales, marketing, other business arrangements, etc.  

Sign up for Practi, a new platform that helps law firms use subscription billing.Here are the top 5 takeaways from this episode:* Preventive law is far cheaper than reactive law. Clients who try to DIY their legal needs (using LegalZoom, skipping contracts, etc.) often end up paying twice. Once for the mess they made and again to prevent it from recurring. Hiring a lawyer early and often saves money in the long run.* Subscription/flat-fee pricing aligns attorney and client incentives. Hourly billing creates distrust and discourages clients from calling when they should. Noel's model, flat fees for discrete projects, subscription fees for ongoing work, removes the “clock is ticking” anxiety and makes the attorney an accessible team member.* Client education is essential for subscription retention. It's not enough to deliver a service; clients must understand how to get ROI from it. Noel uses semi-annual workshops, legal growth blueprints, and ongoing engagement to ensure clients see the value and stick around.* Get paid upfront and use invoice financing to make it easier. Don't personally finance client tabs. Tools like LawPay (now 8AM) and Clio Payments, integrated with Affirm, let clients finance invoices over 6–36 months while the attorney gets paid in full immediately. Noel also recommends minimum initial terms (3–12 months depending on engagement size) to give both sides time to establish real value.* Don't get attached to any single AI tool. Noel recommends treating AI tools like a “chorus of experts.” Use multiple, stay flexible, and act as the conductor. The AI space is too dynamic to lock into long-term contracts with any one platform, and lawyers remain responsible for all AI-generated output.__________________________Want your question to be answered on a future show? Fill out this short survey.Have subscription model question? Check out this free resource to ask all of your questions at notebook.practi.ai.Check out Counsel & Clarity.Sign up for Paxton, my all-in-one AI legal assistant, helping me with legal research, analysis, drafting, and enhancing existing legal work product.Get Connected with SixFifty⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, a business and employment legal document automation tool.Sign up for ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Gavel⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠, an automation platform for law firms.Visit ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Law Subscribed⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ to subscribe to the weekly newsletter to listen from your web browser.Prefer monthly updates? Sign up for the Law Subscribed Monthly Digest on LinkedIn.Check out ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Mathew Kerbis'⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ law firm ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Subscription Attorney LLC⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠.Want to use the subscription model for your law firm? Click here to sign up for a new platform that helps law firms use subscription billing. Get full access to Law Subscribed at www.lawsubscribed.com/subscribe

Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 2054: Philip Taylor shares the cautionary tale of turning a profitable side hustle into a legal nightmare after reselling Lacoste shirts without understanding trademark and licensing laws. His experience highlights the importance of researching the legal side of business ownership before scaling, offering valuable lessons that can save aspiring entrepreneurs from costly mistakes and setbacks. Read along with the original article(s) here: https://ptmoney.com/small-business-mistakes/ Quotes to ponder: "My pitfalls in starting this small business lie squarely in my inability to do enough research about the legality of my business, this venture taught me one of the more valuable lessons I've learned in life." "Mistakes will happen as your business grows but, the more you know, the more mistakes you can avoid." "If you decide to open your own small business in the future, I urge you to learn from my mistakes and triple check with as many lawyers and legal minds as you can to make sure everything you do is 100% within the law." Episode references: JustAnswer: https://www.justanswer.com/ LegalZoom: https://www.legalzoom.com/ TradeKey: https://www.tradekey.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Secure Your Dog's Future: The Lifesaving Benefits of Pet Trusts and Estate Planning Laura is joined by estate planning attorney and author Cecilia Amo to discuss how to secure the future of your purebred dogs and avoid the expensive, time-consuming default government plan known as probate. Why You Need More Than Just a Will Many dog owners assume a simple will is enough to protect their pets, but the law views dogs as property. If you leave money to a friend in a will and ask them to care for your dog, there is absolutely no legal obligation for them to actually use those funds for the dog. If your friend faces a personal emergency, like a broken-down car, that money could end up being used for their own needs rather than your pet. The Power of Pet Trusts To truly protect your dogs, Cecilia strongly recommends establishing a Pet Trust. Unlike a will, a trust makes the funds you leave behind legally enforceable, ensuring they are used exclusively for your dog's care. A pet trust allows you to build in crucial contingencies, such as naming a rotating list of backup caretakers and designating an enforcer to oversee the funds so they aren't misused. You can even dictate a highly detailed schedule for your dog's life, specifying their diet, grooming needs, exercise, and end-of-life preferences. Planning for Incapacity Estate planning isn't just about death; it is also crucial for incapacity. Dog owners spend countless hours driving to shows, meaning the risk of a car accident is very real. Cecilia emphasizes the importance of living wills and trusts so that trusted individuals can access your finances and legally care for your dogs if you are ever hospitalized or in a coma. Avoid DIY and AI Estate Plans Both Laura and Cecilia strongly caution against using AI or transactional, volume-based websites like LegalZoom for your estate planning. A solid life and legacy plan requires an ongoing relationship with an empathetic attorney who will review your plan as your pack changes, rather than treating you as a quick transaction. A Nerd's Guide to Wills and Trusts Cecilia also shares insights from her new book, After Credit Scene: A Nerd's Guide to Wills, Trusts, and Legacy. To make intimidating legal concepts more approachable, the book explains estate planning through the lens of pop culture, using analogies from Star Wars, Harry Potter, Star Trek and Game of Thrones.

Meta just spent fourteen point three billion dollars rebuilding their entire AI stack from scratch. Alexander Wang from Scale AI led the rebuild. Nine months. Thousands of engineers. They came out in fourth place. Behind Google, behind OpenAI, behind Anthropic. Four companies spending more money than most nations generate in a year trying to beat each other in a game that reinvents itself every six months. Zuckerberg is burning $135 billion annually on AI. Meanwhile we are sitting here building an entire daily show, deploying voice agents for local businesses, running real operations on the same underlying technology for a fraction of the cost. The revolution is not happening in their boardroom. It is happening in our kitchen. A guy in his home office in Santa Clarita with a laptop is outperforming billion dollar budgets on the one metric that actually matters. Did it help a real person today? Goldman Sachs dropped numbers this week that should concern everyone. AI eliminates 25,000 jobs per month. Creates 9,000 back. Net loss: 16,000 positions gone every single month. Goldman's own data shows displaced workers earn 10% less for a full decade after losing their position. Data entry, customer service, legal support, building management. The destruction arrives now this month. The replacement jobs take years. Marc Benioff said Salesforce will never hire another engineer, customer service agent, or lawyer because of AI tools. Then he gives keynote speeches about the future of work. Whose future? Not the 22-year-old with student debt sitting on Indeed at 11pm trying to figure out what happened to her career before it started. That is who we build for. The person who picks up the tool is the person who stays employed. The person who ignores it is the person the tool replaces. In February, Anthropic released plugins for contract review and legal triage. Thomson Reuters dropped 16%. LegalZoom dropped 20%. $285 billion in market value erased in one trading day. Wall Street called it the SaaSocalypse. That same platform costs us $200 a month. The Milbank Quarterly confirmed ultra-processed food uses the identical industry playbook as cigarettes. Same sensory additives. Same dopamine hijacking. Same lobbying. The bliss point. Engineered to maximize biological reinforcement. Health insurance will not cover food addiction because the money flows the other direction. You are the recurring revenue. Autophagy gene expression jumped 4.2x in four weeks. Your body knows how to fix itself. California rates at 6.37%. Active listings up 23 months. Your commission is a confession. $17,000 fixed. Same energy. Every cliYoutube Channels:Conner with Honor - real estateHome Muscle - fat torchingFrom first responder to real estate expert, Connor with Honor brings honesty and integrity to your Santa Clarita home buying or selling journey. Subscribe to my YouTube channel for valuable tips, local market trends, and a glimpse into the Santa Clarita lifestyle.Dive into Real Estate with Connor with Honor:Santa Clarita's Trusted Realtor & Fitness EnthusiastReal Estate:Buying or selling in Santa Clarita? Connor with Honor, your local expert with over 2 decades of experience, guides you seamlessly through the process. Subscribe to his YouTube channel for insider market updates, expert advice, and a peek into the vibrant Santa Clarita lifestyle.Fitness:Ready to unlock your fitness potential? Join Connor's YouTube journey for inspiring workouts, healthy recipes, and motivational tips. Remember, a strong body fuels a strong mind and a successful life!Podcast:Dig deeper with Connor's podcast! Hear insightful interviews with industry experts, inspiring success stories, and targeted real estate advice specific to Santa Clarita.

16. HARNESSING AI TOOLS FOR BUSINESS PRODUCTIVITY GUEST: Gene Marks Gene Marks highlights how small businesses can use AI tools like Legal Zoom for automated services and Microsoft 365 Copilot for productivity. He emphasizes the importance of employee training to leverage these technologies effectively. (16)JUNE 1964

JOHN BATCHELOR SHOW SCHEDULE, FRIDAY 4-3-20261969 APJOHN BATCHELOR SHOW SCHEDULE, FRIDAY 4-3-20261969 APOLLO 101. LAS VEGAS TOURISM AND PRODUCTION HURDLES GUEST: Jeff Bliss Jeff Bliss discusses Las Vegas's rise as a spring break destination and the "creative destruction" of historic hotels,. He also explores how bureaucratic fees and safety concerns impact film production for the *Baywatch* reboot. (1)2. CALIFORNIA'S PRIMARY AND NATIONAL POLITICS GUEST: Jeff Bliss Jeff Bliss explains how California's "jungle primary" splits the Democratic vote, aiding Republican candidates like Steve Hilton. Meanwhile, Governor Gavin Newsom remains focused on a potential presidential run rather than local legislative issues. (2)3. THE EVOLUTION OF BIRTHRIGHT CITIZENSHIP LAW GUEST: Richard Epstein Richard Epstein analyzes the 14th Amendment and early naturalization acts, emphasizing that citizenship originally required renouncing foreign allegiances. He argues that using "domicile" as a legal standard distorts the original intent of statutes. (3)4. POLITICAL SHIFTS AND THE EPSTEIN FILES GUEST: Richard Epstein Richard Epstein discusses the resignation of Pam Bondi and the political threat posed by the Jeffrey Epstein files. These documents create risks through "guilt by association" for various high-profile figures, including Donald Trump. (4)5. LANCASTER COUNTY ECONOMY AND EASTER TRADITIONS GUEST: Jim McTague Jim McTague reports sharp gas price increases in Lancaster County, affecting household budgets. He also highlights local Easter traditions, including church-made peanut butter chocolate eggs, and the start of the trout fishing season. (5)6. ITALIAN FOOTBALL REFORM AND EASTER RECIPES GUEST: Lorenzo Fiori Lorenzo Fiori addresses the Italian national team's failure to qualify for the World Cup and calls for systemic reform. He also recommends visiting Cuneo and shares a traditional recipe for chard-stuffed Easter cake. (6)7. ARTEMIS MISSIONS AND CORPORATE SPACE RIVALRY GUEST: Bob Zimmerman Bob Zimmerman critiques the Artemis 2 mission design and high SLS rocket costs. He also discusses the "lawfare" between SpaceX and Amazon regarding satellite orbits and SpaceX's potential move toward an initial public offering. (7)8. ASTRONOMICAL DISCOVERIES AND PLANETARY RESEARCH GUEST: Bob Zimmerman The Reuben Telescope has discovered 11,000 asteroids, including near-Earth objects. Bob Zimmerman also explains Saturn's warped magnetic field and emphasizes the need for new orbiters to explore data from Neptune and Uranus. (8)9. THE EMERGENCE OF CIVIL WAR PRISON CAMPS GUEST: Fitzhugh Brundage Fitzhugh Brundage discusses the creation of prisons like Andersonville and Point Lookout after the breakdown of prisoner exchanges. The Confederacy established Andersonville in Georgia to move prisoners away from the capital, Richmond. (9)10. AFRICAN AMERICAN PRISONERS IN THE CIVIL WAR GUEST: Fitzhugh Brundage Fitzhugh Brundage details the harrowing experiences of black Union soldiers like Isaac Gaskins, who were enslaved by the Confederacy after capture. These men were often forced into labor instead of being treated as POWs. (10)11. ANDERSONVILLE'S HORRORS AND POST-WAR JUSTICE GUEST: Fitzhugh Brundage The horrific conditions at Andersonville were documented by photographer Andrew Riddle, showing extreme starvation and disease. After the war, commandant Henry Wirz was prosecuted for war crimes, becoming a scapegoat for Confederate leadership. (11)12. PRESERVING THE MEMORY OF CIVIL WAR DEAD GUEST: Fitzhugh Brundage Fitzhugh Brundage explains the uneven history of Civil War mass graves and the creation of Andersonville National Cemetery. Clara Barton played a key role in identifying the 13,000 Union soldiers buried there. (12)13. THE TRANSFORMATION OF MODERN DRONE WARFARE GUEST: Henry Sokolski Henry Sokolski explores the evolution of warfare in Ukraine, highlighting the strategic use of Starlink and decentralized drone procurement. He also notes how AI-powered targeting from Palantir has significantly increased combat effectiveness. (13)14. NUCLEAR PROLIFERATION RISKS AT BUSHEHR REACTOR GUEST: Henry Sokolski Henry Sokolski discusses the security risks at Iran's Bushehr reactor, which contains 210 tons of spent fuel with weapons-usable plutonium. He stresses the urgent need for real-time monitoring to prevent the diversion of nuclear materials. (14)15. SMALL BUSINESS ECONOMICS AND LABOR CHALLENGES GUEST: Gene Marks Gene Marks discusses job data revisions, the rise of gas prices, and the "Buy Now, Pay Later" retail trend. He also explores the difficulties small businesses face with H-1B visas and COVID-era loan repayments. (15)16. HARNESSING AI TOOLS FOR BUSINESS PRODUCTIVITY GUEST: Gene Marks Gene Marks highlights how small businesses can use AI tools like Legal Zoom for automated services and Microsoft 365 Copilot for productivity. He emphasizes the importance of employee training to leverage these technologies effectively. (16)

Guest: Mark Easton – Founder, Bucko's RoofingGuest Links: Website: https://www.buccosroofing.com/ Franchise: https://franchise.buccosroofing.com/This episode breaks down the real differences between franchising, private equity, and scaling a roofing company on your own, using Bucko's Roofing as a case study in how systems, timing, and long-term philosophy shape the growth path. It explains how Bucko's started with just $1,500, a LegalZoom filing, a used truck deal, and a single Craigslist lead that turned into 60 roofs in one neighborhood, then grew into a business now focused on franchising instead of selling to private equity. The episode dives into what franchise support actually solves for roofing owners marketing waste, vehicle decisions, process maturity, training systems, and scalability while also comparing that with the private equity model, where buyers typically want established companies, optimize EBITDA, and prepare for a future roll-up exit rather than building something from scratch. It also explores why private equity can be attractive financially yet still fail to align with operators who care deeply about customer experience, company identity, and long-term control. Beyond business models, the discussion gets into founder psychology, including how to avoid burnout, why some owners sell because of accumulated misery rather than lack of money, and how growth can be designed in a way that protects quality of life without killing ambition. It also unpacks recruiting, compensation, culture, integrity, training systems, and the importance of building a business around strong relationships with employees, manufacturers, suppliers, and local partners. Ultimately, this episode is a practical guide for roofing owners trying to decide whether they should stay independent, plug into a franchise, or position themselves for private equity and what each path really costs and rewards.

We did our taxes, then we got high.

Most people don't skip estate planning because they don't care. They skip it because they're terrified. Terrified of facing their own mortality. Terrified of making the wrong call. Terrified of how much it might cost. And in 2026, with chaos happening at every level, that avoidance has never been more expensive. Estate attorney Griffin Bridgers is back, and this time we're cutting through every excuse, every myth, and every fear-based sales tactic the industry uses to push you into doing nothing.Griffin breaks down the three real barriers that keep people stuck: the paralysis of making decisions, the fear of getting it wrong, and the cost concern that has the tech world rushing in with half-baked solutions. LegalZoom has been around for 25 years and still doesn't push wills front and center. Why? Because you can't build an app that fights human nature. Estate planning isn't a tech problem. It's a human one.What happens to your family when you leave a mess? It's not just about the money. It's about grief. When you die without a plan, you are literally robbing the people you love of the chance to properly mourn you. Instead of sitting with their loss, they're tracking down bank accounts, fielding calls, managing property, and fighting through legal processes. The list goes from one page to a hundred pages fast. Griffin and Stoy both get personal on this one.We also go deep into the Noise vs. Truth section, taking on two of the biggest myths circulating right now: that everyone needs a trust, and that avoiding probate is always the right move. Spoiler: a TikTok video does not qualify anyone to advise you on irrevocable trusts. One wrong word and you can actually lose the tax benefit you thought you were protecting. This conversation cuts through that noise fast.The closer is the one that sticks. Griffin lays out what he calls the Death Manual, getting your real wealth (the data, the passwords, the wishes, the stories between your ears) out of your head and onto paper. Not all at once. One bite at a time. Because 10 minutes today might save the people you love 10 months of chaos tomorrow.https://youtu.be/a8_9mDS0RZ8If this hit home, drop a comment. Tell me where you're feeling it most. I read every single one.New episodes every week on Spotify, Apple Podcasts, and YouTube. Subscribe so you never miss a real conversation.

Eoin Clancy (VP of Growth at AirOps), Connor Beaulieu (Senior SEO Manager at LegalZoom), and Adina Timar (Head of AEO at Weflow) join this live session to talk about how to create high-quality content with AI. Connor walks through a workflow his team built at LegalZoom to automatically source expert quotes.. Adina shows how she rebuilds competitor pages from scratch using sales calls, LLM data, and live competitor analysis. And Eoin shares the research behind why content quality is now the single biggest lever in AI search. If you want to see what content engineering actually looks like in practice, this one is for you. Join 50,0000 people who get Dave's Newsletter here: https://www.exitfive.com/newsletterLearn more about Exit Five's private marketing community: https://www.exitfive.com/***Brought to you by:AirOps - The content engineering platform that helps marketers create and maintain high-quality, on-brand content that wins AI search. Go to airops.com/exitfive to start creating content that reflects your expertise, stays true to your brand, and is engineered for performance across human and AI discovery.Customer.io - An AI powered customer engagement platform that help marketers turn first-party data into engaging customer experiences across email, SMS, and push. Learn more at customer.io/exitfive. Convertr - The enterprise lead data management platform that sits between your lead sources and your CRM, automatically validating, enriching, and standardizing every lead before it touches your systems. Check them out at convertr.io/exitfive.Compound Growth Marketing - A full-funnel demand generation agency that helps high-growth cybersecurity, DevOps, and enterprise software companies drive more pipeline through AI SEO, paid media, and go-to-market engineering. Visit compoundgrowthmarketing.com and tell them Dave sent you.***Thanks to my friends at hatch.fm for producing this episode and handling all of the Exit Five podcast production.They give you unlimited podcast editing and strategy for your B2B podcast.Get unlimited podcast editing and on-demand strategy for one low monthly cost. Just upload your episode, and they take care of the rest.Visit hatch.fm to learn more

B2B marketers don't have the luxury of building brands or boosting ROI. You need to do both. So how do you do it? You listen to this week's special guest.Media Roundtable: Special Edition, Dan Granger (CEO & Founder, Oxford Road) hosts veteran CMO Laura Goldberg (CMO, Auctane, Stamps.com, ShipStation). Laura's been everywhere from the NFL, where she learned brand-building, to CMO roles at podcast mainstays like LegalZoom and Constant Contact.Join Dan and Laura as they cover: The Numbers, B2B Storytime, The Arms Race, and more. Let's dig in."  I want you to feel great about our brands, and that you trust them, but I also want you to transact.”-Laura Goldberg (CMO, Auctane, Stamps.com, ShipStation)See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Choosing a corporate trustee is one of the most important decisions in estate planning—especially if you're naming a bank, brokerage trust department, or independent trust company to manage assets and carry out your wishes after you're gone. Lance Roberts & Jon Penn break down how to compare corporate trustees beyond just “lowest fees,” including fiduciary standards, investment flexibility, service model, administrative capabilities, distribution discipline, technology/reporting, continuity, and how they handle family dynamics. We also cover the key differences between revocable and irrevocable trusts, including where each is typically used, how control and flexibility change, and why trustee selection matters even more once a trust becomes irrevocable. Finally, we explain Trust Protectors—what they do, why they can be a critical safeguard, and how they may help your beneficiaries replace a trustee later if service, philosophy, or circumstances change. For educational purposes only. This discussion is general in nature and not individualized legal, tax, or investment advice—talk with your estate attorney and tax professional to apply these concepts to your situation. Hosted by RIA Advisors Chief Investment Strategist, Lance Roberts, CIO, w Senior Investment Advisor, Jonathan Penn, CFP Produced by Brent Clanton, Executive Producer 0:00 - INTRO 0:19 - Bifurcated Markets - Over Sold, Over Bought 3:09 - Markets Challenge 100-DMA 7:57 - The Danger in Overlooking the Importance of Trusts 11:21 - Don't Scrimp on Speedo's or Estate Plans 14:24 - Where There's a Will... 17:51 - Medical, Durable Powers of Attorney 20:26 - The Parties to a Trust 23:45 - Setting Up the Trust 29:34 - Wills vs Beneficiary Directions 32:00 - Who Do You Designate as Trustee? 36:27 - Choosing the Right Corporate Trustee 39:20 - Estate Taxes & Exemptions 40:55 - Passing Assets to Children Who Marry & Divorce 43:51 - Legal Zoom & On Line Platforms 46:15 - Trust Protectors 47:39 - The Cost of Setting Up a Trust 52:54 - What is Required to Change a Trust Company? ------- Register for our next Candid Coffee, 2/21/26: https://streamyard.com/watch/Wq3Yvn9ny5GV ------- Watch Today's Full Video on our YouTube Channel: https://youtube.com/live/MU8qVbSiqxY?feature=share ------- Articles Mentioned in Today's Show: "Seasonality: Buy Signal And Investing Outcomes" https://realinvestmentadvice.com/resources/blog/seasonality-buy-signal-and-investing-outcomes/ "Technology Stocks: Dead Or An Opportunity?" https://realinvestmentadvice.com/resources/blog/technology-stocks-dead-or-an-opportunity/ ------- Watch our previous show, "Margin Debt & the One-Stock Myth," here: https://youtube.com/live/MU8qVbSiqxY?feature=share -------- The latest installment of our new feature, Before the Bell, "100-DMA Test - Momentum Fades, Rotation Shifts," is here: https://youtu.be/Qkkl5m8hY7w ------- Visit our E-book Library (no library card required!) https://realinvestmentadvice.com/ria-e-guide-library/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #StockMarketUpdate #SP500 #TechnicalAnalysis #RiskManagement #MarketRotation #EstatePlanning #Trusts #Trustee #WealthManagement #FinancialPlanning

Most startup advice tells you how to grow, but Brian Lee is here to tell you how to survive. In this episode, the legendary founder of LegalZoom and The Honest Company reveals the "one truth" that separates elite CEOs from those who run out of runway.Whether you're a first-time founder or a seasoned operator, the role of a CEO is often misunderstood. Brian Lee (Managing Partner at BAM Ventures) joins us on Demo Day to strip away the fluff and deliver a masterclass in operational discipline. From his early days building LegalZoom and ShoeDazzle to his current work with Arena Club, Brian has seen the same patterns lead to both billion-dollar exits and total failures.In this episode, we break down "The CEO Playbook," including:The "CE-No" Philosophy: Why your primary job is saying no to good ideas so you can focus on the great ones.The Survival Mandate: Brian's #1 rule for every founder—treat money like gold and never, ever run out.Building Your Inner Circle: Why you must "hire fast and fire faster" to protect the culture of a high-growth startup.Founder Likability: Why being "likable" is actually a strategic superpower for fundraising and leadership.The VC Perspective: What BAM Ventures looks for in the pre-seed and seed stages of consumer tech.Brian also shares deeply personal insights into his transition from operator to venture capitalist, explaining how his time in the trenches allows him to spot "the signal in the noise" better than professional VCs who have never run a company. If you are looking for startup tips, fundraising advice, or a reality check on your founder success metrics, this is the one conversation you cannot afford to miss.

Chuck Zodda and Mike Armstrong break down a broad market rebound, Amazon's earnings-driven selloff tied to surging AI capital spending, and what the latest labor data really says about hiring versus layoffs. The hour also tackles why new cars have become so expensive, Stellantis' massive EV write-down as a cautionary tale, credit-card rate caps, consumer spending shifts, and AI's growing threat to LegalZoom with insights from Barron's Paul LaMonica.

The software sell-off continues, but the CEOs of LegalZoom and Box both say AI agents will make those platforms more valuable in the long run. Futurum makes the case for Google as an AI infrastructure utility ahead of earnings. Plus, the potential headwinds on the horizon for Bitcoin. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

En el Radar Empresarial de esta jornada ponemos el foco en las consecuencias que está teniendo la última innovación de Anthropic sobre los mercados financieros. Las Bolsas han vuelto a mostrar nerviosismo ante el avance de la inteligencia artificial tras la presentación de una nueva herramienta de la compañía. Se trata de un plugin creado para su agente Claude Cowork, capaz de analizar documentos legales, revisar contratos y ordenar archivos de manera automática. El lanzamiento de esta aplicación elevó el miedo entre los inversores, especialmente en las valoraciones de las empresas dedicadas al software jurídico. El mercado teme que muchas de ellas queden rezagadas frente a una solución más eficiente y completa. El impacto fue inmediato y severo, con fuertes caídas en compañías del sector como Wolters Kluwer, LegalZoom.com y Thomson Reuters, que registraron desplomes de dos dígitos. El nerviosismo no se limitó a estas firmas y terminó extendiéndose al conjunto del sector tecnológico. La oleada de ventas borró alrededor de 285.000 millones de dólares en capitalización y la cesta de empresas de software elaborada por Goldman Sachs retrocedió un 6%. También sufrieron las gestoras que han financiado a estas compañías, con descensos destacados en Blue Owl Capital, Apollo y Blackstone. La preocupación surge porque la herramienta de Anthropic realiza funciones similares a las del software legal tradicional, pero con mayor velocidad, autonomía y profundidad. Automatiza tareas complejas, organiza archivos sin intervención humana y no requiere configuraciones técnicas avanzadas. Esto amenaza modelos de negocio muy especializados y reaviva el debate sobre despidos. Pese a ello, su CEO, Dario Amodei, defiende que la automatización no implica necesariamente recortes masivos. Además, la empresa planea permitir ventas internas de acciones y prepara una futura salida a Bolsa tras contratar a un bufete especializado y estudiar un acuerdo valorado en cientos de millones de dólares según fuentes financieras internacionales que siguen de cerca el crecimiento acelerado de la firma.

Eddie Hartman is a tech visionary, scale architect, and entrepreneur renowned for co-founding LegalZoom, a company that revolutionized legal access for millions by bringing legal empowerment to the masses. With a track record of launching new ventures and mentoring the next generation of founders, Eddie is known for his relentless innovation and practical wisdom. As an author, he co-wrote "Monetizing Innovation" and "Scaling Innovation," essential reads for anyone serious about building sustainable businesses. His life's mission is to help others not just survive the challenges of entrepreneurship but truly thrive. Takeaways: Embrace Both Success and Failure: Eddie believes that entrepreneurs should discuss their failures as openly as their successes, highlighting the importance of resilience and learning from setbacks. Value and Pricing Are Everything: A common blind spot for founders is not testing whether customers will actually pay for their product, and undervaluing their services is a typical misstep. Charging based on real value—and being willing to ask for more—is crucial for growth. Recurring Revenue and Relationships Win: Transitioning from one-time transactions to ongoing relationships, such as subscriptions, can transform any business—even the most traditional industries—by focusing on long-term customer value and retention. Sound Bytes: "You do not have to face the odds which are daunting that most people face as entrepreneurs today. There are a few things you can do to radically improve your chances of success." "If you only perfect the recipe and get it out there, but people aren't willing to pay what you need, then you're not in possession of a business idea—you've got a great hobby." "Every person who leaves you as a customer at one point said yes. Your job is to figure out what changed between yes and cancellation." Connect & Discover Eddie: LinkedIn: @eddie-hartman X: @EddieRHartman Book: Scaling Innovation: How Smart Companies Architect Profitable Growth

Eddie Hartman is a tech visionary, scale architect, and entrepreneur renowned for co-founding LegalZoom, a company that revolutionized legal access for millions by bringing legal empowerment to the masses. With a track record of launching new ventures and mentoring the next generation of founders, Eddie is known for his relentless innovation and practical wisdom. As an author, he co-wrote "Monetizing Innovation" and "Scaling Innovation," essential reads for anyone serious about building sustainable businesses. His life's mission is to help others not just survive the challenges of entrepreneurship but truly thrive.Takeaways:Embrace Both Success and Failure: Eddie believes that entrepreneurs should discuss their failures as openly as their successes, highlighting the importance of resilience and learning from setbacks.Value and Pricing Are Everything: A common blind spot for founders is not testing whether customers will actually pay for their product, and undervaluing their services is a typical misstep. Charging based on real value—and being willing to ask for more—is crucial for growth.Recurring Revenue and Relationships Win: Transitioning from one-time transactions to ongoing relationships, such as subscriptions, can transform any business—even the most traditional industries—by focusing on long-term customer value and retention.Sound Bytes:"You do not have to face the odds which are daunting that most people face as entrepreneurs today. There are a few things you can do to radically improve your chances of success.""If you only perfect the recipe and get it out there, but people aren't willing to pay what you need, then you're not in possession of a business idea—you've got a great hobby.""Every person who leaves you as a customer at one point said yes. Your job is to figure out what changed between yes and cancellation."Connect & Discover Eddie:LinkedIn: ⁠@eddie-hartman⁠X: ⁠@EddieRHartman⁠Book: ⁠Scaling Innovation: How Smart Companies Architect Profitable Growth⁠

In this episode, I sit down with business attorney Chris Johnsen, who brings a refreshingly honest take on when investors really need legal help—and when they don't. With a background in real estate, litigation, and corporate counsel, Chris knows firsthand how legal blind spots can cost you big. But he also gets the hustle. He's not here to sell legal services you don't need—he's here to help you think like a business owner.We dive into when to engage a lawyer (hint: not always day one), what contracts investors mess up the most, and the risks of using boilerplate docs or DIY operating agreements. Chris also tackles hot topics like non-competes, asset protection, and the legal lines you might be crossing without even realizing it—especially in syndications.Episode Highlights[0:00] – Chris shares his journey from real estate to law and why he's a businessperson first[5:03] – How the 2008 crash redirected his path and made him a litigation expert[6:56] – The unexpected upside of being both a transactional and litigation attorney[9:25] – Why the “school vs. entrepreneurship” debate is missing the real question[12:40] – What makes a law degree valuable—and how to think about ROI in education[13:46] – Why cash is underrated, and how it gives you leverage in business and investing[15:11] – Real estate can create freedom—but it takes a lot more than just doors[17:16] – Most common legal issues investors bring to Chris's firm[19:05] – Corporate structure and asset protection: the basics you must get right[21:06] – What's happening with non-compete laws and why it matters to business owners[22:30] – DIY contracts, LegalZoom templates, and when it becomes a $20K problem[23:21] – Operating agreements: why they're not just “boilerplate” documents[24:10] – Syndications and securities law: the big legal risk investors overlook[27:11] – The million-dollar mark: when you should really start investing in legal infrastructure[31:13] – How to connect with Chris and book a free 15-minute consult5 Key TakeawaysYou don't need a lawyer for everything—but you better get the operating agreement right. It's not just paperwork. It's the contract that holds your business together.DIY legal is fine—until it's not. Contracts, partner agreements, and syndications are where most investors go wrong.Forming an entity is simple. Scaling with structure isn't. Corporate governance matters more as you grow.Syndications trigger securities laws. If you're raising capital, you need a securities attorney—not just a real estate one.Once your business hits seven figures, legal issues multiply. That's when it's time to audit what you've built—and protect what you've earned.Links & ResourcesBook a free consult with Chris: https://www.johnsenlaw.comLearn more about Profit First for real estate investors: https://www.simplecfo.comIf this episode gave you clarity on how and when to protect your real estate business, make sure to rate, follow, and review the podcast. And share this with an investor who might be one contract away from a $20K mistake.

A serial entrepreneur and New York Times bestselling author, Jeff Stibel is CEO of LegalZoom and the co-founder of Bryant Stibel, the venture capital firm he built in partnership with Kobe Bryant. Jeff joins Adam to share his journey and his best lessons and advice. Jeff and Adam discuss a wide range of topics: the role of failure in success; how to cultivate creativity, curiosity, and optimism; the keys to building and scaling a business; leadership; personal and professional growth; and more.  

Why do most businesses fail—even when founders are working nonstop and doing “everything right”? In this episode, Paul Alex sits down with Eddie Hartman, co-founder of LegalZoom, to break down why 72% of businesses don't make it and what separates sustainable companies from the rest. Eddie explains why pricing is often misunderstood, how entrepreneurs confuse value with revenue, and why relying on a single growth engine eventually stalls most businesses. Drawing from his experience building LegalZoom and advising founders at every stage, he shares practical frameworks around perceived value, customer retention, negotiation, and profitable growth. If you're an entrepreneur, business owner, or leader trying to scale without burning out or bleeding profit, this episode will challenge how you think about sales, pricing, and long-term strategy. Your Network is your NETWORTH! Make sure to add me on all SOCIAL MEDIA PLATFORMS: Instagram: https://jo.my/paulalex2024 Facebook: https://jo.my/fbpaulalex2024 YouTube: https://www.youtube.com/channel/UCNB9ivoJf7ppjuSplOAkEZw LinkedIn: https://jo.my/inpaulalex2024 Follow the guest: @legalzoom Looking for a secondary source of income or want to become an entrepreneur?

Eddie Hartman co-founded LegalZoom with a simple but radical idea: legal documents are just information, and information belongs online. Despite facing an industry of lawyers who wanted to sue the company out of existence, Eddie pushed forward to help launch one out of every four small businesses in California. Today, as a partner at Simon-Kucher, he advises global giants like Uber and Airbnb on pricing strategies, proving that the secret to success isn't just building things people want—it's building things people want to pay for.In this interview, Eddie sits down with Ryan Atkinson to deconstruct the psychology of the founder mindset. He explains why entrepreneurs need to be "insane in a specific way" to overcome the fear of failure and how to avoid the "single engine trap" of leaning too heavily on your natural strengths. Eddie breaks down the critical difference between chasing market share versus wallet share and explains how to become a "profitable growth architect" rather than just another business owner with a cool idea.If you are struggling to monetize innovation or wondering if your business model is built to last, this episode is a masterclass in strategy. You'll learn how to price your product to get to "yes," why you should embrace the fear of failure, and the specific steps you need to take to scale your business from a startup concept to an industry disruptor.Takeaways:- Build for Payment: Don't just build what people want; build what they are willing to pay for.- The Single Engine Trap: Avoid over-relying on your natural strength (like sales) while neglecting other business needs.- Growth Strategy: Successful companies chase market share and wallet share simultaneously.- Founder Psychology: You need "specific insanity"—the fear of failure combined with the certainty of success.- Price First: Validate the price point and willingness to pay before you build the product.- Strategic Packaging: Don't offer one price; create tiers to capture different customer segments.- Fear as a Shield: Use high barriers to entry (like fear of lawsuits) to keep competitors away.- Sales vs. Customers: A one-time transaction (especially a discounted one) is not a loyal client.- Stamina Over IQ: Success is often determined by the ability to "not stop" rather than raw genius.- Leverage Imposter Syndrome: Use the fear of not being good enough as fuel to outwork everyone else.Tags: Startup, Entrepreneurship, Pricing Strategy, Business Mindset, Small Business,  LegalZoomResources:Grow your business today: https://links.upflip.com/the-business-startup-and-growth-blueprint-podcast Connect with Eddie: https://www.linkedin.com/in/eddie-hartman 

On today's episode of the podcast I'm talking about terrible advice I see on the internet and how to avoid it. I'm only sharing 10 of the terrible pieces of advice I often see on the Internet, but I could have made this a multi-part episode. 1. Don't form an LLC until you hit $30,000 in revenue. - I hear lots of mythical revenue markers but there's no magic number because LLCs provide liability protection at any revenue. The more money you make, the more liability you're likely open to because you're more working with more clients which can lead to more problems. The longer you wait the more hassle it is to form an LLC. 2. Form an S Corp right away. - When you form an S Corp you are legally required to put yourself on payroll, pay yourself a reasonable recurring salary, and have profit leftover in your business which you can't do if you aren't making money when you start right away. 3. Just use LegalZoom. - I'm not a huge fan for many reasons including lack of added benefits. They ask you questions to fill out a form you can fill out for free yourself online. They charge you to get an EIN when you get your EIN for free on the IRS website. 4. Just do it yourself. - If you scroll through social media I frequently see people say "use LegalZoom" or "do it yourself" or "go work with a lawyer." I suggest somewhere in-between. The problem with doing it yourself is we've seen clients who did it incorrectly. Once you file, you need to maintain your LLC compliance requirements including back franchise taxes. I believe in a well-rounded approach of doing it yourself, with guidance which is why I started creating courses. 5. You don't need trademarks. - This is kind of like telling someone you don't need health insurance. You hope you'll never need to enforce it, but if you need to use it and don't have it, it's a problem. 6. Trademark everything. - It depends on who you are as a business owner and what you're launching. 7. Don't trust templates. - The person who writes the contract template understands your industry, your business, and these templates are typically based on contracts they've custom written for clients. 8. You don't need to do that. - This can refer to a lot of things, but I see it often with things like BOI (Beneficial Information Ownership reports), testimonial requirements, website compliance, etc. Too often people think these laws are for big corporations like Amazon or Target and not small businesses like us, but we see it happen to small businesses all the time. 9. Just write it off. - Not everything is a tax deduction! You need to be using it for business. And writing it off doesn't make it free. Focus on buying things that have a high ROI. 10. You can pay $0 in taxes. - Not every strategy is helpful, even if it's not fraudulent. You may end up owing more in the long run and all tips don't apply to all businesses.

You've probably seen ads promising an easy, low-cost way to draft your will or trust online. But here's the thing: your family, your assets, and your goals are far too important to leave to a fill-in-the-blank template. Let's talk about why.

Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3328: Scott Spann outlines a straightforward estate planning checklist that empowers you to make proactive decisions, no matter your age, income, or family status. From organizing documents and setting clear goals to naming beneficiaries and creating essential legal directives, this guide helps ensure your wishes are honored and your loved ones are spared unnecessary stress during difficult times. Read along with the original article(s) here: https://www.financialfinesse.com/2013/06/17/a-simple-estate-planning-checklist-for-a-challenging-topic/ Quotes to ponder: "Discussing your intentions in advance can help avoid family conflicts and also minimize the potential for any confusion or questions regarding your true intentions." "If you have a plan in place but nobody is aware of it, then your wishes may be ignored or there may be significant delays in figuring out your desires." "Life will undoubtedly throw a curve ball or two our way so it's essential to review and adapt our plans as necessary." Episode references: Life Happens: https://lifehappens.org/ LegalZoom: https://www.legalzoom.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3328: Scott Spann outlines a straightforward estate planning checklist that empowers you to make proactive decisions, no matter your age, income, or family status. From organizing documents and setting clear goals to naming beneficiaries and creating essential legal directives, this guide helps ensure your wishes are honored and your loved ones are spared unnecessary stress during difficult times. Read along with the original article(s) here: https://www.financialfinesse.com/2013/06/17/a-simple-estate-planning-checklist-for-a-challenging-topic/ Quotes to ponder: "Discussing your intentions in advance can help avoid family conflicts and also minimize the potential for any confusion or questions regarding your true intentions." "If you have a plan in place but nobody is aware of it, then your wishes may be ignored or there may be significant delays in figuring out your desires." "Life will undoubtedly throw a curve ball or two our way so it's essential to review and adapt our plans as necessary." Episode references: Life Happens: https://lifehappens.org/ LegalZoom: https://www.legalzoom.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3328: Scott Spann outlines a straightforward estate planning checklist that empowers you to make proactive decisions, no matter your age, income, or family status. From organizing documents and setting clear goals to naming beneficiaries and creating essential legal directives, this guide helps ensure your wishes are honored and your loved ones are spared unnecessary stress during difficult times. Read along with the original article(s) here: https://www.financialfinesse.com/2013/06/17/a-simple-estate-planning-checklist-for-a-challenging-topic/ Quotes to ponder: "Discussing your intentions in advance can help avoid family conflicts and also minimize the potential for any confusion or questions regarding your true intentions." "If you have a plan in place but nobody is aware of it, then your wishes may be ignored or there may be significant delays in figuring out your desires." "Life will undoubtedly throw a curve ball or two our way so it's essential to review and adapt our plans as necessary." Episode references: Life Happens: https://lifehappens.org/ LegalZoom: https://www.legalzoom.com/ Learn more about your ad choices. Visit megaphone.fm/adchoices

Big budgets and star power don't guarantee success. Sometimes it takes time, refinement, and the right story to win an audience.That's the journey of The Gilded Age, the HBO drama that overcame early skepticism to become a hit. In this episode, we dig into its marketing parallels with the help of our special guest Laura Goldberg, Chief Marketing Officer at Auctane.Together, we explore what B2B marketers can learn from practicing patience, locking in product-market fit, and doubling down when momentum builds to gain lasting growth.About our guest, Laura GoldbergLaura Goldberg is the Chief Marketing Officer at Auctane. She is a seasoned, operations-driven go-to-market executive with a proven track record of propelling software companies to new heights, particularly serving small and medium sized businesses (SMBs), a vital segment for Auctane. Goldberg excels in crafting data-driven marketing strategies that resonate with customer needs, and her expertise will be key in advancing Auctane's mission to deliver exceptional shipping and mailing experiences to businesses worldwide.Previously, Laura was the CMO at Constant Contact, a digital marketing platform trusted by millions of small businesses and nonprofits. She has also held marketing leadership positions at Kabbage, an American Express Company, and LegalZoom, where she played key roles in driving customer growth, revenue expansion, and EBITDA improvements, leading to successful exits for both companies.What B2B Companies Can Learn From The Gilded Age:Patience is essential. The Gilded Age wasn't an overnight success—it built momentum slowly, and Laura sees the same in B2B marketing. “You gotta have patience. You gotta see it more than once. It has to build. You may not, be a… hot [thing] out of the gate. But… it's gonna build. Nobody makes a decision… with The Gilded Age, it's, you know, a solid hour and you gotta pay attention. Like you have to make a commitment to it and it takes time.” Marketing results rarely happen instantly. Success comes from committing, nurturing, and allowing campaigns to grow into traction over time.Product-market fit is non-negotiable. The show's elaborate sets and costumes bought it some time, but what kept audiences hooked was stronger storytelling in later seasons. Laura draws a clear B2B parallel: “You may have some stumbles outta the gate… You gotta deliver the goods. The product market fit, if you will, has to be there eventually. It doesn't have to be perfect right outta the gate, but it has to get to perfect pretty quickly.” In other words: creative campaigns and strong distribution will only get you so far—if the product doesn't ultimately deliver, marketing can't save itLean in when you gain traction. Once The Gilded Age started buzzing online, the promotion amplified everywhere. Laura says the same is true for B2B: “Once you get traction, lean in. When I tell you that my socials, everything I see is talking about this show… I see Mr. Russell in his flower suit all over the internet. By the way, I think it's an interview from two years ago that I keep seeing. So recycle all that stuff. But like once you feel that traction gripping, lean in, like repeat, be on everything. Repost, retweet… you have to lean in when you're doing well and really get that momentum.” Marketers should maximize momentum, recycle strong content, and make sure their presence is unavoidable when the audience is paying attention.Quote“ Customer, customer, customer. I feel like too many times it's really easy to talk about why your product's great and what it does… but you really have to frame it in the, what are you doing for me and me being the customer. How am I making things faster, cheaper, better for your end customer with what we're doing, and making sure that you're not just yelling features and functionality at people.”Time Stamps[00:55] Meet Laura Goldberg, Chief Marketing Officer at Auctane[01:14] Why The Gilded Age?[02:57] The Role of CMO at Auctane[09:50] What is The Gilded Age?[26:28] The Craft of Period Pieces[29:19] B2B Marketing Lessons from The Gilded Age[31:43] Laura's Marketing Strategy as a CMO[37:25] Winning Across Channels[49:35] Final Thoughts and TakeawaysLinksConnect with Laura on LinkedInLearn more about AuctaneAbout Remarkable!Remarkable! is created by the team at Caspian Studios, the premier B2B Podcast-as-a-Service company. Caspian creates both nonfiction and fiction series for B2B companies. If you want a fiction series check out our new offering - The Business Thriller - Hollywood style storytelling for B2B. Learn more at CaspianStudios.com. In today's episode, you heard from Ian Faison (CEO of Caspian Studios) and Meredith Gooderham (Head of Production). Remarkable was produced this week by Jess Avellino, mixed by Scott Goodrich, and our theme song is “Solomon” by FALAK. Create something remarkable. Rise above the noise. Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Welcome back to the Alt Goes Mainstream podcast.Today's episode is with two executives who have helped to build one of the industry's leading alternative asset managers.In Permira Part 2, Brian Ruder joins his Co-Managing Partner and Co-CEO Dipan Patel in Permira's London office to discuss the firm's evolution and how the business has grown to over €80B in AUM.Both Brian and Dipan bring deep backgrounds in private equity investing to bear as they now lead the firm through its next phase of growth.Brian joined Permira in 2008 after working as a Partner at Francisco Partners. He's Co-Managing Partner and Co-CEO of Permira, also serving on the firm's Executive Committee and the buyout funds' Investment Committee. He was instrumental in building the firm's Technology sector team, which he co-led until 2023 where he worked on a number of the firm's notable transactions, including Ancestry, Genesys, Informatica, LegalZoom, Magento, McAfee, Relativity, Zendesk, and more.Dipan joined Permira from Gores Group and is Co-Managing Partner and Co-CEO of the firm. He serves on Permira Holdings Limited Board and Permira's Investment Committee and Executive Committee. He's focused on technology and services investing, working on deals such as Renaissance Learning, Informatica, Axiom, Adevinta, AllTrails, Ancestry, LegalZoom, and more.Brian, Dipan, and I had a thought-provoking conversation about what it takes to build and run a scaled alternative asset manager and how to differentiate a firm and a culture. We discussed:How the firm's beginnings have shaped the culture that has been built and how that culture has permeated how they make investment decisions, work with companies, founders, and LPs.The benefits and challenges of the collaborative leadership model.How would an LP underwrite Permira's culture?How the firm's European heritage helps as an investor.The opportunity set in Europe.The investment culture at Permira and how its structure and set up helps investment processes and decision-making.Why software buyouts have become a larger part of the buyout investing landscape.The Growth vs. Buyout mindset.The advantage for technology forward incumbents.How AI is impacting software investing and how AI is impacting services businesses.The thought process behind launching a wealth solutions business, Permira Wealth, and how it reflects the culture of the firm.Thanks Brian and Dipan for coming on the show to share the evolution of Permira and your expertise and wisdom in private markets.A word from AGM podcast sponsor, Ultimus Fund SolutionsThis episode of Alt Goes Mainstream is brought to you by Ultimus Fund Solutions, a leading full-service fund administrator for asset managers in private and public markets. As private markets continue to move into the mainstream, the industry requires infrastructure solutions that help funds and investors keep pace. In an increasingly sophisticated financial marketplace, investment managers must navigate a growing array of challenges: elaborate fund structures, specialized strategies, evolving compliance requirements, a growing need for sophisticated reporting, and intensifying demands for transparency.To assist with these challenging opportunities, more and more fund sponsors and asset managers are turning to Ultimus, a leading service provider that blends high tech and high touch in unique and customized fund administration and middle office solutions for a diverse and growing universe of over 450 clients and 1,800 funds, representing $500 billion assets under administration, all handled by a team of over 1,000 professionals. Ultimus offers a wide range of capabilities across registered funds, private funds and public plans, as well as outsourced middle office services. Delivering operational excellence, Ultimus helps firms manage the ever-changing regulatory environment while meeting the needs of their institutional and retail investors. Ultimus provides comprehensive operational support and fund governance services to help managers successfully launch retail alternative products.Visit www.ultimusfundsolutions.com to learn more about Ultimus' technology enhanced services and solutions or contact Ultimus Executive Vice President of Business Development Gary Harris on email at gharris@ultimusfundsolutions.com.We thank Ultimus for their support of alts going mainstream.Show Notes00:00 Message from our Sponsor, Ultimus01:18 Welcome to Alt Goes Mainstream01:56 Introducing Brian Ruder and Dipan Patel04:44 Private Equity and Technology04:54 Brian's Career Journey06:51 Dipan's Career Journey11:44 AI's Role in Modern Investing12:38 AI in Services and Technology13:27 Permira's Sector-Focused Approach13:54 AI's Broader Impact on Industries17:27 Leadership and Innovation in Private Equity18:49 Underwriting Deals in the AI Era18:53 Importance of Market Leadership21:58 Technology Forward Incumbents24:00 Permira's Continuous Innovation24:26 Building the Business of Permira24:36 Dipan's Perspective on Firm Growth25:35 Core Values and Their Impact26:39 Investment Strategies and Sector Focus27:19 Fluid Team Dynamics28:04 Growth vs. Buyout Mindset29:45 Long-Term Investment Philosophy30:29 Driving Terminal Value30:50 Optimizing Long-Term Profitability31:55 Case Studies: Informatica and Ancestry.com32:58 Skillsets for Growth-Oriented Investing33:26 Assessing Long-Term Outcomes34:09 Empowering Long-Term Thinking34:30 Big Picture Thinking in Investments38:05 Co-Leadership Model39:38 Challenges of Co-Leadership40:37 Permira's Entrepreneurial Culture43:14 Diversifying Capital Base44:58 Educating the Wealth Channel46:29 Permira's Brand in the Wealth Channel47:10 Future Evolution of PermiraEditing and post-production work for this episode was provided by The Podcast Consultant.

Turning a side hustle into a profitable business is exciting, but sloppy bookkeeping and unclear invoices can drain your energy—and your wallet. In this AI-enhanced revisit, Rob Broadhead and Michael Meloche share a practical playbook for mastering side hustle finances, from clean record-keeping to professional billing. Why Side Hustle Finances Matter from Day One A side hustle isn't “extra cash”—it's a business. Rob warns that ignoring taxes or mixing personal and business funds can lead to stressful bills or legal trouble. Famous entertainers have learned this the hard way, and so can new entrepreneurs. Treat every paid project like a true business. Without strong side hustle finances, you can't see profits, plan for taxes, or protect yourself legally. Michael adds that registering an LLC shields personal assets but also demands accurate books: “If you can't track your personal budget, learn fast for your business.” Building a Side Hustle Finances Foundation The first step in managing side hustle finances is to separate them. Open a dedicated business bank account and credit card to keep personal funds safe and simplify reporting. A credit card provides fraud protection and reward points if you pay it off monthly. Choose tools that fit your stage: Wave (free tier), QuickBooks Self-Employed, FreshBooks, or Google Sheets. Snap photos of receipts and store them digitally so every expense is documented. Pro Tip: Pay off the business credit card monthly. You'll earn rewards and maintain a clean paper trail without carrying debt. Professional Invoicing for Healthy Cash Flow Clear, professional invoices are a cornerstone of good side hustle finances. Include: Business and client contact info Project details and dates Explicit payment terms (Net 30, due on receipt, or milestone-based) Offer multiple payment methods—Stripe, PayPal, ACH—and embed a “Pay Now” button to speed up processing. Rob notes that many companies pay at the last possible moment, so set firm terms and late-fee policies from day one. Challenge: Review your current invoice template. Does it clearly state deadlines and late-fee penalties? Update it before your next project. Managing Cash Flow and Hidden Costs Large deposits can trigger bank holds, especially if you've rebranded or opened a new account. Plan ahead so you can cover payroll or expenses without tapping personal savings. Understand the real cost of every payment method. Credit-card and ACH fees can quietly chip away at profits, so build those numbers into your pricing. Contracts and Boundaries Before starting any project, define what “done” means and capture it in a written agreement. Even a simple contract from LegalZoom can protect your work and ensure you're paid. No contract, no work. Require deposits and pause projects if clients miss payments. Never deliver final source code until the check clears. Key Takeaways for Side Hustle Finances Treat your side hustle like a business from day one. Separate accounts and track every expense with reliable tools. Send professional invoices with firm terms and enforce them. Anticipate bank delays and processor fees to keep cash flowing. Use contracts and deposits to protect your time and income. By following this side hustle finances playbook, you'll not only stay organized and get paid on time—you'll also build the financial habits that turn a part-time gig into a thriving business. Stay Connected: Join the Developreneur Community We invite you to join our community and share your coding journey with us. Whether you're a seasoned developer or just starting, there's always room to learn and grow together. Contact us at info@develpreneur.com with your questions, feedback, or suggestions for future episodes. Together, let's continue exploring the exciting world of software development. Additional Resources Financial and Accounting Applications (Free and Low Cost) Accounting For The Entrepreneur Estimation Essentials: How to Nail Pricing for Development Projects From Side Hustle to Success The Developer Journey Videos – With Bonus Content

Welcome back to the Alt Goes Mainstream podcast.Today's episode is with one of the executives who has helped to build one of the industry's leading alternative asset managers.We sat down in Permira's London office with Co-CEO Dipan Patel to discuss the firm's evolution and how the business has grown to over €80B in AUM.Dipan brings a deep background in private equity investing to bear as he and his Co-CEO Brian Ruder now lead the firm through its next phase of growth.Dipan joined Permira from Gores Group and is Co-Managing Partner and Co-CEO of the firm. He serves on Permira Holdings Limited Board and Permira's Investment Committee and Executive Committee. He's focused on technology and services investing, working on deals such as Renaissance Learning, Informatica, Axiom, AllTrails, Ancestry, LegalZoom, and more.Dipan and I had a thought-provoking conversation about what it takes to build and run a scaled alternative asset manager and how to differentiate a firm and a culture. We discussed:The founding story of Permira and the evolution of the firm since spinning out of Schroder Ventures in 1996.How the firm's beginnings have shaped the culture that has been built and how that culture has permeated how they make investment decisions, work with companies, founders, and LPs.How would an LP underwrite Permira's culture?How the firm's European heritage helps as an investor.The opportunity set in Europe.The investment culture at Permira and how its structure and set up helps investment processes and decision-making.Why software buyouts have become a larger part of the buyout investing landscape.How AI is impacting software investing and how AI is impacting services businesses.Why the firm has expanded into credit.The thought process behind launching a wealth solutions business, Permira Wealth, and how it reflects the culture of the firm.Thanks Dipan for coming on the show to share the evolution of Permira and your expertise and wisdom in private markets.A word from AGM podcast sponsor, Ultimus Fund SolutionsThis episode of Alt Goes Mainstream is brought to you by Ultimus Fund Solutions, a leading full-service fund administrator for asset managers in private and public markets. As private markets continue to move into the mainstream, the industry requires infrastructure solutions that help funds and investors keep pace. In an increasingly sophisticated financial marketplace, investment managers must navigate a growing array of challenges: elaborate fund structures, specialized strategies, evolving compliance requirements, a growing need for sophisticated reporting, and intensifying demands for transparency.To assist with these challenging opportunities, more and more fund sponsors and asset managers are turning to Ultimus, a leading service provider that blends high tech and high touch in unique and customized fund administration and middle office solutions for a diverse and growing universe of over 450 clients and 1,800 funds, representing $500 billion assets under administration, all handled by a team of over 1,000 professionals. Ultimus offers a wide range of capabilities across registered funds, private funds and public plans, as well as outsourced middle office services. Delivering operational excellence, Ultimus helps firms manage the ever-changing regulatory environment while meeting the needs of their institutional and retail investors. Ultimus provides comprehensive operational support and fund governance services to help managers successfully launch retail alternative products.Visit www.ultimusfundsolutions.com to learn more about Ultimus' technology enhanced services and solutions or contact Ultimus Executive Vice President of Business Development Gary Harris on email at gharris@ultimusfundsolutions.com.We thank Ultimus for their support of alts going mainstream.Show Notes00:00 Introduction to our Sponsor, Ultimus01:55 Welcome Back to the Alt Goes Mainstream Podcast02:03 Introduction to Permira and our guest, Dipan Patel03:47 Discussion on Distributions and Market Conditions04:19 Selling A-Grade Businesses in Current Market05:03 Flight to Quality in Times of Stress06:07 Reflecting on Career and Lessons Learned06:29 Early Career Experiences at Arthur Andersen and Lehman Brothers07:29 Impact of Early Career on Leadership Style09:04 Challenges in Today's Investment Environment10:15 Underwriting in Unpredictable Times10:45 Locating Good Companies for Investment14:31 Importance of Market Leadership14:59 Partnering with Founders and Executive Teams16:22 Permira's Co-Leadership Model19:49 Investment Decision Process at Permira21:02 Underwriting Character in Executives22:54 Permira's Organizational Character and Culture23:29 Understanding Organizational Culture23:54 Thriving in Chaos: The Concept of Anti-Fragility24:51 Capital Flows in Private Markets25:26 Developing Investment Theses25:54 Strategic Exit Channels26:24 Supply Creates Its Own Demand27:24 The Necessity of Access to Private Markets28:10 Managing Stress Moments in Private Markets28:50 Navigating Industry Evolutions29:20 Focusing on Core Strengths30:09 Balancing Growth and Differentiation31:21 Investing in Growth and Buyout Businesses32:26 Synergies Between Growth and Mature Businesses33:38 Risk Spectrum in Investments34:27 Understanding Runway and Market Position35:42 Disruption vs. Destruction in AI36:49 Investing in Platform Shifts37:58 Control and Duration in Private Equity39:08 The Role of AI in Incumbent Success40:25 Cultural Adaptability to AI42:21 Specialism vs. Generalism in Investing43:56 Professional Services and AI45:27 Future Investment Ideas46:34 Mission Critical Investing47:28 Conclusion and Final ThoughtsEditing and post-production work for this episode was provided by The Podcast Consultant.

This week on the Media Roundtable, we're taking you back to the CAO Summit for a tactical conversation on one of media's most resilient channels: radio.Guest moderator and radio legend Kim Komando leads a panel featuring Nick Macco (Legacybox), Mike Janigian (DraftKings), and Rion Swartz (brand-side growth leader, previously at LegalZoom) on why we shouldn't write the obituary for broadcast radio just yet.“Radio is a ‘cucaracha'—we keep trying to stamp it out, and it just keeps coming back.”—Kim KomandoThe panel's playbook for turning “old-school” radio into modern performance media includes Not Overcomplicating Attribution, Fostering Creative Continuity, Thinking Beyond Genre, and more. One thing's for sure about radio: it's ALIIIIIIVEEEEEEE!Let's get into it.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Eddie Hartman has been disrupting legal long before it was fashionable. As Co-Founder of LegalZoom and now a Partner & Board Member at Simon-Kucher, he's worked with everyone from startups to AM Law 100 firms on pricing, innovation, and tech strategy.  In this episode, Mary sits down with Eddie to talk about the legal industry's industry's uneasy relationship with change. From AI hype to the stubborn grip of the billable hour, they unpack why so many “innovations” fail, what clients actually mean when they ask about tech, and how law firms can evolve without losing their identity. In this episode: LegalZoom's Early Lessons: Why paralegals—not lawyers—were the first adopters, and what that reveals about confidence, adoption, and who really drives change. AI's False Start: The real reason 95% of AI initiatives fail—and why law firms may never fully embrace the efficiency it offers. Innovation vs Incentives: How law firms unintentionally kneecap their own innovation efforts—and what spinning off “tech incubators” says about the business model. What Pricing Really Signals: Why clients don't necessarily want cheaper—they want predictable, credible, and justified. And how fees send louder messages than firms realize. The Human Roadblock: From cultural protectionism to career incentives, why most resistance to change isn't technological—it's personal. If you're tired of the hype cycle and looking for a sharp, grounded view of where legal innovation actually stands, this conversation delivers. Follow Mary on LinkedIn Rate and review on Apple Podcasts  

Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3199: Tania Brown lays out a practical, empowering path to financial freedom through seven foundational steps, from building a strong emergency fund to establishing an estate plan. Her guidance emphasizes self-reliance, smart tax strategies, and intentional investing to reduce money-related stress and secure long-term independence. Read along with the original article(s) here: https://www.financialfinesse.com/2017/07/04/7-steps-to-your-financial-independence-day-2/ Quotes to ponder: "A well-funded emergency fund is the first step to a worry-free financial life." "Borrowing money at a high interest rate is a form of voluntary slavery." "Financial independence comes from self reliance." Episode references: LegalZoom: https://www.legalzoom.com IRS Withholding Calculator: https://www.irs.gov/individuals/tax-withholding-estimator Nolo: https://www.nolo.com Learn more about your ad choices. Visit megaphone.fm/adchoices

Two-time Emmy and Three-time NAACP Image Award-winning television Executive Producer Rushion McDonald interviewed Attorney Diane Clair. A Georgia-based legal expert specializing in: Real Estate Law Estate Planning & Probate Business & Contract Law She also teaches real estate law at Kennesaw State University and offers a Real Estate Investing Masterclass.

Two-time Emmy and Three-time NAACP Image Award-winning television Executive Producer Rushion McDonald interviewed Attorney Diane Clair. A Georgia-based legal expert specializing in: Real Estate Law Estate Planning & Probate Business & Contract Law She also teaches real estate law at Kennesaw State University and offers a Real Estate Investing Masterclass.

Two-time Emmy and Three-time NAACP Image Award-winning television Executive Producer Rushion McDonald interviewed Attorney Diane Clair. A Georgia-based legal expert specializing in: Real Estate Law Estate Planning & Probate Business & Contract Law She also teaches real estate law at Kennesaw State University and offers a Real Estate Investing Masterclass.

Title: Estate Planning and Entity Formation with David Meredith Introduction: The show is broadcasted live from B52, welcoming all viewers and encouraging them to engage by liking and sharing the page. The episode features an interview with David Meredith, a lawyer specializing in estate planning and entity formation in the Houston area【4:0†source】. Key Topics Discussed: Estate Planning: David Meredith provides insights into estate planning, including wills and trusts. Discussion on the importance of having a will and the consequences of not having one, known as intestate【4:11†source】【4:17†source】. Entity Formation: The episode covers the basics of entity formation and its significance for business owners. David shares advice on setting up trusts to protect business assets【4:5†source】【4:6†source】. Trusts and Legacy Planning: Detailed explanation of how trusts can be used to manage and protect assets for future generations. Strategies for setting up irrevocable trusts and the role of life insurance policies in legacy planning【4:3†source】【4:13†source】. Q&A Session: The audience is encouraged to participate in a Q&A session, where David answers questions about estate planning and trusts. Topics include the importance of updating estate plans and the role of power of attorney【4:1†source】【4:6†source】. Special Features: A contest is held for the best comment and most liked business link in the chat, with prizes sponsored by Crazy Clean【4:0†source】. Discussion on the benefits of using professional legal services over online legal document services like LegalZoom【4:12†source】. Conclusion: The episode wraps up with a thank you to David Meredith for his insights and to the audience for their participation. Contact information for David Meredith is provided for those interested in his services【4:14†source】. Call to Action: Viewers are encouraged to follow the show online and engage with future episodes by clicking the heart and thumb icons【4:14†source】. These show notes provide a comprehensive overview of the episode, highlighting the main topics and interactions for listeners who want to catch up on the discussion or revisit specific segments. Lone Star Appliance Repair - 936-647-2364 – Give them a call for all your appliance repair needs. Their staff is the best in the business and can help get you squared away with all of your appliance repairs.   True Texas Solar – 936-286-8325 – Give True Texas Solar a call if you would like to learn how your home or business would benefit from solar. There are tons of incentives available, and they are experts in owning your energy!   Buy a Homeowners Show T-Shirt!   Subscribe to our YouTube Channel   The Homeowners Show Website The Homeowners Show Facebook Page Instagram @homeownersshow Twitter @HomeownersThe   Info@homeownersshow.com    Sustained Growth Solutions – Design a lead generation system specifically for your business so that you never have to search for leads again! We are a full digital marketing agency.

Discover all of the podcasts in our network, search for specific episodes, get the Optimal Living Daily workbook, and learn more at: OLDPodcast.com. Episode 3097: Joshua Fields Millburn challenges the belief that income alone leads to happiness, emphasizing instead the transformative power of daily habits and intentional living. He also addresses the importance of preparing for the inevitable, death, not to live in fear, but to experience greater peace of mind and clarity in the present. Read along with the original article(s) here: https://www.theminimalists.com/money-habits/  &  https://www.theminimalists.com/death/ Quotes to ponder: "Once we earn $X, we quickly discover that the equation is broken." "A much better conductor of individual contentment, then, has little to do with money: our daily habits." "We needn't be afraid, though just prepared." Episode references: LegalZoom: https://www.legalzoom.com/ WikiHow – How to Write a Will: https://www.wikihow.com/Write-a-Will Learn more about your ad choices. Visit megaphone.fm/adchoices

The 39th President of the United States dies at 100 years old, two air tragedies take the lives of hundreds of people, and the right splits over the H-1B visa program. Get the facts first with Morning Wire.Legal Zoom: Legal Zoom: Launch your business today and use promo code MWIRE10 to get 10% off any LegalZoom business formation product excluding subscriptions and renewals at: https://legalzoom.comBalance of Nature: Get 35% off Your Order + FREE Fiber & Spice Supplements. Use promo code WIRE at checkout: https://www.balanceofnature.com/Birch Gold: Text "WIRE" to 989898 for your no-cost, no-obligation information kit.

Developing stories you need to know just in time for your drive home. Get the facts first on Morning Wire. Legal Zoom: Launch your business today and use promo code MWIRE10 to get 10% off any LegalZoom business formation product excluding subscriptions and renewals at: https://legalzoom.comLumen: Get 15% off your Lumen at https://lumen.me/Wire

Trump picks up the pace with his cabinet appointments, legacy media finds itself at a crossroads, and the department of defense fails its 7th audit in a row. Get the facts first with Morning Wire.Good Ranchers: Get exclusive deals with promo code WIRE: https://www.goodranchers.comLegal Zoom: Launch your business today and use promo code MWIRE10 to get 10% off any LegalZoom business formation product excluding subscriptions and renewals at: https://legalzoom.comBlack Rifle Coffee: Drink America's coffee at https://www.blackriflecoffee.com

Developing stories you need to know just in time for your drive home. Get the facts first on Morning Wire. Good Ranchers: Get exclusive deals with promo code WIRE: https://www.goodranchers.comLegal Zoom: Launch your business today and use promo code MWIRE10 to get 10% off any LegalZoom business formation product excluding subscriptions and renewals at: https://legalzoom.com

More election results come turning the county red, the Democratic party regroups, and several legal cases against the now-president elect are expected to fade. Get the facts first on Morning Wire.Legal Zoom: Launch your business today and use promo code MWIRE10 to get 10% off any LegalZoom business formation product excluding subscriptions and renewals at: https://legalzoom.comZBiotics: The drink before drinking with ZBiotics. Get 15% off your order with promo code WIRE at https://www.ZBiotics.com/WireJeremy's Razors: Get the Precision 5 from Jeremy's Razors at https://www.jeremysrazors.com