Podcasts about LegalZoom

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-hartman⁠X: ⁠@EddieRHartman⁠Book: ⁠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-hartman X: @EddieRHartman Book: 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  

Aktien hören ist gut. Aktien kaufen ist besser. Bei unserem Partner Scalable Capital geht's unbegrenzt per Trading-Flatrate oder regelmäßig per Sparplan. Alle weiteren Infos gibt's hier: scalable.capital/oaws. Aktien + Whatsapp = Hier anmelden. Lieber als Newsletter? Geht auch. Das Buch zum Podcast? Jetzt lesen. Eventim crasht. Walmart fällt auch. Bei beiden: Jammern auf hohem Niveau. Bei Palantir freuen sich Shortseller endlich mal. Ottobock will an Börse. Zentralbankchef der Amis hält heute eine Rede. Anwälte werden durch KI ersetzt. Aber durch welche KI? Vielleicht durch LegalZoom (WKN: A1J2MD). Shopify (WKN: A14TJP) liefert fantastische Zahlen. Schon seit Monaten. Aber in der Zukunft gibt's eine große Hürde: Große Kunden. Das haben wir mit Karo Junker de Neui diskutiert - Geschäftsführerin von Etribes und Host des Kassenzone-Podcasts. Diesen Podcast vom 22.08.2025, 3:00 Uhr stellt dir die Podstars GmbH (Noah Leidinger) zur Verfügung.

If the thought of someone else swooping in and trademarking your business name or signature program makes your stomach drop… this episode is for you.I'm joined by trademark attorney Sarah Waldbuesser of Twist Law, and she's breaking down everything you didn't know you needed to know about protecting your brand.We're talking:What a trademark actually is (and what it isn't)Why even small businesses should think about trademarkingThe difference between TM, ®, and copyright symbols (finally, some clarity!)Real stories of rebrands, legal threats, and business names lostThe gut punch test to know if it's time to trademark your program, course, or podcastThe surprising things you can trademark (like sounds and colors)And why LegalZoom is not your best move Whether you're still figuring out your brand or already scaling with signature offers, this episode will give you the knowledge—and the kick in the pants—you need to start taking ownership of your work.Resources mentioned in this episode: Free Guide: 5 Expensive Trademark Mistakes Entrepreneurs MakeSarah's YouTube ChannelTrademarks by Sarah on InstagramTwist LawSend me a message!This summer -- when you join First Class Ads your first month is 100% done-for-you!Strategy, tech, pixel, testing... we do all of it for you.This special offer is only available when you sign up in June or July. DM me on instagram or email me at hello@jackie-ellis.com for more info.Want more help with lead gen, Facebook ads, and funnels? ☎️ Book a call to chat about the best solution for your biz >> soworthit.co/bookyourcall

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

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

Each week, the leading journalists in legal tech choose their top stories of the week to discuss with our other panelists.   This week's topics: Five Years After Reform: Stanford Study Offers Comprehensive Look at Legal Innovation in Arizona and Utah Overwhelmed by AI? Lawyers turn to specialists to help power up their practices Trustworthy criminal AI With LegalZoom/Perplexity Partnership, Legal Services Have Literally Entered the Chat

In Part 1 of Episode 273, Jeremy Lee welcomes Arena Club founder and serial entrepreneur Brian Lee for a deep-dive conversation into the origins and future of Arena Club—a company that's trying to do grading, marketplace, and repacks differently. Brian shares the story of how a frustrating conversation at the 2022 National with a vague repack seller sparked the idea for Arena Club's “Slab Packs,” and how Derek Jeter—yes, that Derek Jeter—became a co-founder. He opens up about the uphill battle to gain traction in a hobby dominated by legacy grading companies and entrenched marketplaces, and why transparency, technology, and trust are at the heart of Arena Club's mission. From his past successes with LegalZoom and The Honest Company to his vision for Arena Club as a true brand in the hobby, Brian explains why consistency, customer experience, and innovation will be the keys to long-term growth—and hints at what Arena Club may be launching next. This is a must-listen for collectors, flippers, entrepreneurs, and anyone curious about what it really takes to build a hobby business in today's environment. Each week we tackle hot hobby headlines with a rotating panel of hobbyists, taking your questions and comments! We are likely to go into overtime so join us live grab your favorite beverage and snacks and bring your questions and comments as they will be in play. Originally aired Saturday June 28, 2025 Sports Cards Live has recently been ranked #5 among Feedspot's top 90 Sports Card podcasts https://podcast.feedspot.com/sports_card_podcasts/ 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.

When Arizona changed its ethics rules in 2020 opening the door for alternative business structures and nonlawyer ownership for law firms, it sent shock waves throughout the legal industry. Nicole Miller, the chief legal officer of LegalZoom, speaks to the ABA Journal's Victor Li about LegalZoom's experience in Arizona thus far, as well as general issues relating to regulatory reform and alternative business structures. Learn more about your ad choices. Visit megaphone.fm/adchoices

When Arizona changed its ethics rules in 2020 opening the door for alternative business structures and nonlawyer ownership for law firms, it sent shock waves throughout the legal industry. Nicole Miller, the chief legal officer of LegalZoom, speaks to the ABA Journal's Victor Li about LegalZoom's experience in Arizona thus far, as well as general issues relating to regulatory reform and alternative business structures.

When Arizona changed its ethics rules in 2020 opening the door for alternative business structures and nonlawyer ownership for law firms, it sent shock waves throughout the legal industry. Nicole Miller, the chief legal officer of LegalZoom, speaks to the ABA Journal's Victor Li about LegalZoom's experience in Arizona thus far, as well as general issues relating to regulatory reform and alternative business structures.

This episode features Allie Levene, a lawyer revolutionizing legal services, particularly for small businesses and nonprofits. Her view of the law is that it is not as an elite profession, but is a vehicle to help the everyday person. She opens up about the challenges of fitting into traditional law firms that weren't designed for her differences and her desire to make legal support truly accessible.Discover why Allie passionately advocates for flat-fee billing and presents services via a "menu," seeing it as a way to remove skepticism clients often hold towards traditional lawyers and to even the playing field. Her core mission is educating clients, empowering them to handle legal issues themselves over time. Hear about her creative methods for simplifying complex legal concepts, such as using the debate "Is a hot dog a sandwich?" to teach argument and reasoning to second and third graders.The conversation explores common misconceptions about lawyers, the critical distinction between what is strictly legal and what is ethical or moral, and the importance of navigating uncertainty in the law. They discuss the significant risks of relying on readily available, non-traditional sources like Reddit, Legal Zoom, or ChatGPT for legal help. Allie shares a crucial perspective: compliance is not 100% perfection, and what truly matters is what you do after a mistake occurs. She explains how empowering clients to understand and interact with the law not only benefits them but also builds valuable relationships and generates referrals, akin to the idea of teaching someone to fish.Tune in as they discuss necessary improvements in the legal profession, highlighting the need for authenticity, humanizing lawyers, and prioritizing mental health. She shares how launching her own practice in January 2024 provided the vital flexibility needed to be present for her children's school activities and daily pickups, while acknowledging the privilege that facilitated this path. Ultimately, she views lawyers as essential community helpers.Beyond the law, learn about Allie's personal interests, including her passion for Legos and her collection of meaningful tattoos. This episode offers an insightful and refreshing perspective on creating a legal practice that is transparent, client-centric, and dedicated to promoting equitable access to justice.About AllieAllie Levene is the founder of Levene Legal, a Connecticut-based law firm dedicated to providing affordable legal services to small businesses and nonprofits. Allie helps clients navigate legal issues at every stage of their business by helping them understand their legal obligations and options, without all of the confusing legal jargon. She believes in empowering organizations to prioritize proactive legal support to protect their business. https://www.linkedin.com/in/allie-levene/https://www.levenelegal.com/

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

Join host Ed Parcaut on this insightful episode of the Inner Edison Podcast featuring MarK Struczewski, also known as Mr. Productivity. Dive into the world of productivity and podcasting as Ed and MarK share their journeys, challenges, and successes in the podcasting arena. Learn about the importance of knowing your "why" in both business and personal endeavors, and explore how failure can be a stepping stone to success. In this episode, MarK reveals how he got inspired to start his podcast, the decision to use it as a lead magnet, and his thoughts on monetization. He shares valuable insights into his approach to productivity, the impact of health on efficiency, and how companies can inadvertently affect productivity with toxic cultures. MarK's engaging storytelling and practical advice make this episode a must-listen for aspiring podcasters, entrepreneurs, and anyone looking to boost their productivity. Tune in to gain inspiration, learn from real experiences, and discover practical strategies to elevate your personal and professional life. Don't miss this engaging conversation packed with tips and wisdom from two seasoned podcasters. Visit MrProductivity.com to learn more about MarK Struczewski and his work. **Contact Ed Parcaut:** -

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.

On this episode of The Steve Dangle Podcast, being mean to Montreal (00:00), the Rangers trade Kaapo (05:00), the Sabres could use a win (18:00), Barron for Carrier (22:00), Matt Murray is Back (32:00), Tyler Johnson and the Bruins split up (40:00), does Vancouver have a JT Miller problem (51:00), Erica Howe & Jim Waters (1:08:00), Leafs 3rd line (1:12:00), choosing a Leafs jersey (1:19:00), Nolan Allen scores (1:21:00), and the refs rescind a penalty (1:25:00). Erica Howe's Hockey Fights Cancer Assist fundraising page: https://fundraisemyway.cancer.ca/index.cfm?fuseaction=donorDrive.participant&participantID=8489 Visit this episode's sponsors: Launch, run, and protect your business to make it official TODAY at legalzoom.com and use promo code dangle to get 10% off any LegalZoom business formation product excluding subscriptions and renewals. Expires 12/31/24 Do what we did, upgrade your denim with DUER! Right now, our listeners get 20% off your first purchase when you use our exclusive URL: https://shopduer.com/sdp For all the odds and to learn more visit https://betmgm.com/DANGLE Any opinion expressed is not advice, a promise or suggestion that increases the chance of winning. Gambling can be addictive, please play responsibly. To learn more, visit: https://igamingontario.ca/en/player/responsible-gambling Or if you have concerns about a gambling problem, call ConnexOntario 1-866-531-2600. Must be 19+ or older to play. Find your push. Find your power with Peloton at onepeloton.com/en-CA Your home might be worth more than you think. Find out how much at https://airbnb.ca/host Ready. Set. Grow! Visit https://constantcontact.ca/ for marketing tools tailored to your business. Subscribe to the sdpn YouTube Channel: https://www.youtube.com/@sdpn?sub_confirmation=1 Join SDP VIP: YouTube: https://www.youtube.com/channel/UC0a0z05HiddEn7k6OGnDprg/join Apple Podcasts: https://apple.co/thestevedanglepodcast Spotify: https://podcasters.spotify.com/pod/show/sdpvip/subscribe Follow us on Twitter: @Steve_Dangle, @AdamWylde, & @JesseBlake Follow us on Instagram: @SteveDangle, @AdamWylde, & @Jesse.Blake Join us on Discord: https://discord.com/invite/MtTmw9rrz7 For general inquiries email: info@sdpn.ca Reach out to https://www.sdpn.ca/sales to connect with our sales team and discuss the opportunity to integrate your brand within our content! Learn more about your ad choices. Visit megaphone.fm/adchoices

Jump in with Carlos Juico and Gavin Ruta on episode 212 of Jumpers Jump. This episode we discuss: Pokemon GO theory, Talking to influencers, Ignoring celebrities trend, United healthcare CEO story, Greater evils in the world, Dora the explorer theory, Drake UMG lawsuit, Mickey mouse cup controversy, Kevin Hart and Druski prayer, Hannah montana of the UFC, UFO seen in Arizona, Classroom haunting video, Perspective of ghosts, Super villain contradiction, Justice vs vengeance, The reason they made the colosseum & sports, Hints of a revolution, Life without sports, Cyber psychosis, Data collection theory, Ghost in new jumpers jump house and much more! Sign up and download Grammarly for FREE: http://grammarly.com/jumpersjump Exclusive $35-off Carver Mat at https://AuraFrames.com. Use code JUMP at checkout to save! Launch, run, and protect your business to make it official TODAY at https://LEGALZOOM.COM and use promo code jumpers to get 10% off any LegalZoom business formation product excluding subscriptions and renewals. Expires 12/31/24. Follow the podcast: @JumpersPodcast Follow Carlos: @CarlosJuico Follow Gavin: @GavinRutaa Check out the podcast on YouTube: https://bit.ly/JumpersJumpYT Learn more about your ad choices. Visit podcastchoices.com/adchoices

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

Dawn is 48, Richard is 43, and they're living paycheck to paycheck. Although they're engaged, they're struggling to combine their finances because of their varied pasts. Dawn is overspending on kids and grandkids, and Richard has deep scars from a financially devastating breakup. Can they move beyond their past money stories and get aggressive about investing for retirement? This episode is brought to you by: Aura Frames | Save on the perfect gift by visiting https://auraframes.com to get $35-off Aura's best-selling Carver Mat frames by using promo code RAMIT at checkout.  Netsuite | Get visibility to everything in your business in one place. Sign up and defer payments, with no interest, for six months at https://iwt.com/netsuite. LegalZoom | Launch, run, and protect your business to make it official today at https://legalzoom.com and use promo code RICHLIFE to get 10% off any LegalZoom business formation product excluding subscriptions and renewals. Rocket Money | Stop throwing your money away. Cancel unwanted subscriptions – and manage your expenses the easy way – by going to https://rocketmoney.com/ramit. DeleteMe | If you want to get your personal information removed from the web, go to https://joindeleteme.com/ramit for 20% off. Links mentioned in this episode • Sign up to attend a live event on my book tour Connect with Ramit • Pre-order my upcoming book: Money for Couples • Get the Podcast Newsletter and exclusive Q&A about the show • Get Money Coaching with Ramit  • Download the Conscious Spending Plan • Listen to my book—now on Audible • Get my New York Times best-selling book • Get my no-numbers journal • Other episodes • Instagram • Twitter • YouTube If you and your partner have a money issue and you want my help, I occasionally select a couple to work with, free of charge. Apply for my help here. Produced by Crate Media.

Ryan is a 38-year-old Air Force pilot. Chloe is a 33-year-old economist. And though they are on track to have millions in retirement, they struggle to spend. Ryan has been criticizing every little purchase and agonizing over his looming retirement from the military. Chloe's hoping they can put things in perspective and start enjoying their Rich Life, now. This episode is brought to you by: LegalZoom | Launch, run, and protect your business to make it official today at https://legalzoom.com and use promo code RICHLIFE to get 10% off any LegalZoom business formation product excluding subscriptions and renewals. Wildgrain | Get $30 off the first box - PLUS free Croissants in every box at https://wildgrain.com/ramit. Shopify | Sign up for a $1 per month trial period at https://shopify.com/ramit. Facet | Get affordable, accessible financial planning with a flat fee membership. For a limited time, the $250 enrollment fee will be waived when you sign up at https://facet.com/ramit. Trustworthy | Save 10% on an upgrade to keep your family's information safely stored at https://trustworthy.com/ramit. Links mentioned in this episode • Get tickets to Money for Couples LIVE coming to a city near you in January Connect with Ramit • Pre-order my upcoming book: Money for Couples • Get the Podcast Newsletter and watch me analyze an anonymous couple's spending each Saturday • Get Money Coaching with Ramit  • Download the Conscious Spending Plan • Listen to my book—now on Audible • Get my New York Times best-selling book • Get my no-numbers journal • Other episodes • Instagram • Twitter • YouTube If you and your partner have a money issue and you want my help, I occasionally select a couple to work with, free of charge. Apply for my help here. Produced by Crate Media.

Go to https://Lucy.co/GOLD and use promo code gold get 20 percent off your first order. Go to https://LegalZoom.com and use promo code SCHIFF to get 10% off. LegalZoom is not a law firm and does not provide legal advice, except where authorized through its subsidiary law firm LZ Legal Services, LLC.https://www.youtube.com/watch?v=ne__pTRAenc&t=42s

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