Podcasts about morgan stanley smith barney

From the importance of DEI to the perceived value of equity compensation and everything in between, our Invested at Work guests have provided so many insights into the workplace benefits landscape. The one constant of these conversations has been our host, Executive Director, Head of Industry Engagement and Learning at Morgan Stanley at Work, Rodney Bolden. For our final episode of the year, Rodney takes a look back at some of the most important themes and conversations of 2023 and the key learning points that you can take with you for the year to come.Visit MorganStanley.com/atwork for more insights on workplace financial benefits.Invested at Work is brought to you by Morgan Stanley at Work, produced by StudioPod Media. Our executive producers are Fiona Kelsey, Lisa Boyce, and TJ Bonaventura. Our producer is Clarissa Marks, our engineer is Alejandro Ramirez, and our writer is Dan Pelberg.Not all products and services are available in all jurisdictions. This material has been prepared for educational purposes only. Morgan Stanley Smith Barney, LLC, and its financial advisors and private Wealth advisors do not provide any tax or legal advice. Consult your own tax or legal advisor before making any tax or legal related investment decisions. Morgan Stanley at Work Services are provided by Morgan Stanley Smith Barney, LLC, member SIPC, and its affiliates, all wholly owned subsidiaries of Morgan Stanley.

Whether they're maintaining a budget, saving for retirement or preparing for major life events, you want your employees to feel supported in order to succeed. Personalized financial education programs can do just that. Jon Stinson, Executive Director, Morgan Stanley at Work Participant Experience Center of Excellence, explains how to provide your employees with targeted support in the moments that matter to them.Visit MorganStanley.com/atwork for more insights on workplace financial benefits.Invested at Work is brought to you by Morgan Stanley at Work, produced by StudioPod Media. Our executive producers are Fiona Kelsey, Lisa Boyce, and TJ Bonaventura. Our producer is Clarissa Marks, our engineer is Alejandro Ramirez, and our writer is Dan Pelberg.Not all products and services are available in all jurisdictions. This material has been prepared for educational purposes only. Morgan Stanley Smith Barney, LLC, and its financial advisors and private Wealth advisors do not provide any tax or legal advice. Consult your own tax or legal advisor before making any tax or legal related investment decisions. Morgan Stanley at Work Services are provided by Morgan Stanley Smith Barney, LLC, member SIPC, and its affiliates, all wholly owned subsidiaries of Morgan Stanley.

Stephanie Glashow, Chief Marketing Officer of Morgan Stanley at Work, has spent countless hours over her career supporting employees through the open enrollment process. Now, she gives us her most important takeaways on how to effectively communicate with your workforce so they can feel confident when making benefits decisions. Together, we explore strategies for clear communication before, during and after open enrollment that can help employees feel more supported.Visit MorganStanley.com/atwork for more insights on workplace financial benefits.Invested at Work is brought to you by Morgan Stanley at Work, produced by StudioPod Media. Our executive producers are Fiona Kelsey, Lisa Boyce, and TJ Bonaventura. Our producer is Clarissa Marks, our engineer is Alejandro Ramirez, and our writer is Dan Pelberg.Not all products and services are available in all jurisdictions. This material has been prepared for educational purposes only. Morgan Stanley Smith Barney, LLC, and its financial advisors and private Wealth advisors do not provide any tax or legal advice. Consult your own tax or legal advisor before making any tax or legal related investment decisions. Morgan Stanley at Work Services are provided by Morgan Stanley Smith Barney, LLC, member SIPC, and its affiliates, all wholly owned subsidiaries of Morgan Stanley.

A merger, acquisition or spinoff can be an exciting prospect for a growing business. But between new team members, policy updates, and benefits changes, it can also feel daunting to the employees affected by this major change. Kate Winget, Morgan Stanley at Work Chief Revenue Officer, offers her keys to success for getting employees to embrace change and adapt to your company's next phase.Visit MorganStanley.com/atwork for more insights on workplace financial benefits.Invested at Work is brought to you by Morgan Stanley at Work, produced by StudioPod Media. Our executive producers are Fiona Kelsey, Lisa Boyce, and TJ Bonaventura. Our producer is Clarissa Marks, our engineer is Alejandro Ramirez, and our writer is Dan Pelberg.Not all products and services are available in all jurisdictions. This material has been prepared for educational purposes only. Morgan Stanley Smith Barney, LLC, and its financial advisors and private Wealth advisors do not provide any tax or legal advice. Consult your own tax or legal advisor before making any tax or legal related investment decisions. Morgan Stanley at Work Services are provided by Morgan Stanley Smith Barney, LLC, member SIPC, and its affiliates, all wholly owned subsidiaries of Morgan Stanley.

Private companies are choosing to stay private for longer. According to Kevin Swan, Head of Private Market Ecosystem for Morgan Stanley at Work, if an IPO isn't on the horizon, employers need to create more liquidity options for their employees. One of the best ways to do this is through a private market liquidity event. Hear Kevin's tips for leading employees through this process: from demonstrating transaction readiness through optionality, to communicating the benefits along the way and more.Visit MorganStanley.com/atwork for more insights on workplace financial benefits.Invested at Work is brought to you by Morgan Stanley at Work, produced by StudioPod Media. Our executive producers are Fiona Kelsey, Lisa Boyce, and TJ Bonaventura. Our producer is Clarissa Marks, our engineer is Alejandro Ramirez, and our writer is Dan Pelberg.Not all products and services are available in all jurisdictions. This material has been prepared for educational purposes only. Morgan Stanley Smith Barney, LLC, and its financial advisors and private Wealth advisors do not provide any tax or legal advice. Consult your own tax or legal advisor before making any tax or legal related investment decisions. Morgan Stanley at Work Services are provided by Morgan Stanley Smith Barney, LLC, member SIPC, and its affiliates, all wholly owned subsidiaries of Morgan Stanley.

Did you know that for the first time ever, there are five generations of employees in the workforce? This range of demographics means your employees may have vastly different views on retirement. Managing Director for Morgan Stanley at Work, Tom Conlon explains how to address the multigenerational retirement needs of your employees, plus, how SECURE 2.0 may affect their retirement planning.Visit MorganStanley.com/atwork for more insights on workplace financial benefits.Invested at Work is brought to you by Morgan Stanley at Work, produced by StudioPod Media. Our executive producers are Fiona Kelsey, Lisa Boyce, and TJ Bonaventura. Our producer is Clarissa Marks, our engineer is Alejandro Ramirez, and our writer is Dan Pelberg.Not all products and services are available in all jurisdictions. This material has been prepared for educational purposes only. Morgan Stanley Smith Barney, LLC, and its financial advisors and private Wealth advisors do not provide any tax or legal advice. Consult your own tax or legal advisor before making any tax or legal related investment decisions. Morgan Stanley at Work Services are provided by Morgan Stanley Smith Barney, LLC, member SIPC, and its affiliates, all wholly owned subsidiaries of Morgan Stanley.

The only thing constant in life is change. From changing markets to challenging times, employees are always navigating change. When times are tough, it's not just important to have strong workplace financial benefits, but to communicate them effectively as well. Cheryl Palmerini, Chief Administrative Officer for Global Human Resources for Morgan Stanley, sits down to cover how companies can provide resources to support employees during important periods of their lives, both inside and outside the workplace.Visit MorganStanley.com/atwork for more insights on workplace financial benefits.Invested at Work is brought to you by Morgan Stanley at Work, produced by StudioPod Media. Our executive producers are Fiona Kelsey, Lisa Boyce, and TJ Bonaventura. Our producer is Clarissa Marks, our engineer is Alejandro Ramirez, and our writer is Dan Pelberg.Not all products and services are available in all jurisdictions. This material has been prepared for educational purposes only. Morgan Stanley Smith Barney, LLC, and its financial advisors and private Wealth advisors do not provide any tax or legal advice. Consult your own tax or legal advisor before making any tax or legal related investment decisions. Morgan Stanley at Work Services are provided by Morgan Stanley Smith Barney, LLC, member SIPC, and its affiliates, all wholly owned subsidiaries of Morgan Stanley.

The Diversity, Equity and Inclusion (DEI) landscape has come a long way in the past decade. Christyl Lucille Murray, Executive Director and Diversity & Inclusion Officer at Morgan Stanley, hops on this episode to help us understand the past, present and future of DEI, and how an active, responsive DEI plan is a key way to help employees meet their goals while building financial confidence.Visit MorganStanley.com/atwork for more insights on workplace financial benefits.Invested at Work is brought to you by Morgan Stanley at Work, produced by StudioPod Media. Our executive producers are Fiona Kelsey, Lisa Boyce, and TJ Bonaventura. Our producer is Clarissa Marks, our engineer is Alejandro Ramirez, and our writer is Dan Pelberg.Not all products and services are available in all jurisdictions. This material has been prepared for educational purposes only. Morgan Stanley Smith Barney, LLC, and its financial advisors and private Wealth advisors do not provide any tax or legal advice. Consult your own tax or legal advisor before making any tax or legal related investment decisions. Morgan Stanley at Work Services are provided by Morgan Stanley Smith Barney, LLC, member SIPC, and its affiliates, all wholly owned subsidiaries of Morgan Stanley.

Equity compensation has always been a great way to align workforce and corporate incentives. Dee Crosby, Executive Director, Learning & Development at Morgan Stanley at Work, breaks down how stock plans and equity compensation can be a recipe for helping employees feel valued, while also providing them with the right incentives for long-term employment.Visit MorganStanley.com/atwork for more insights on workplace financial benefits.Invested at Work is brought to you by Morgan Stanley at Work, produced by StudioPod Media. Our executive producers are Fiona Kelsey, Lisa Boyce, and TJ Bonaventura. Our producer is Clarissa Marks, our engineer is Alejandro Ramirez, and our writer is Dan Pelberg.Not all products and services are available in all jurisdictions. This material has been prepared for educational purposes only. Morgan Stanley Smith Barney, LLC, and its financial advisors and private Wealth advisors do not provide any tax or legal advice. Consult your own tax or legal advisor before making any tax or legal related investment decisions. Morgan Stanley at Work Services are provided by Morgan Stanley Smith Barney, LLC, member SIPC, and its affiliates, all wholly owned subsidiaries of Morgan Stanley.

In this episode, Bill chats with the Author, Lawyer, Founder of Estate Planning Law Center and Lawyers With Purpose, and Co-Founder of Guidr, Dave Zumpano, CPA, Esq. They talk about Dave's business ventures, his book, and estate planning in the 21st century. They also talk about the importance of networking for finding your collaborators. David J. Zumpano began his professional career with Price Waterhouse as a staff accountant. He later graduated from Syracuse College of Law and started his legal career with a regional law firm. After two short years, he started the Law Offices of David J. Zumpano, remaining “of counsel” to his former firm. Since, his firm has grown twentyfold and is known as the Estate Planning Law Center, David J. Zumpano CPA, Esq. The Estate Planning Law Center serves as a “model law firm” to hundreds of law firms across the country. Dave's practice remains focused on estate planning, asset protection, and elder law.  Dave has been featured in the Wall Street Journal and National Public Radio and is a regular speaker and trainer on estate planning, asset protection, and Medicaid Planning to many national legal organizations and banking and financial institutions, including the National Academy of Elder Law Attorneys, National Network of Estate Planning Attorneys, American Academy of Estate Planning Attorneys, American Association of Attorney-CPAs, Ohio State Bar Association, WealthCounsel, LLC, Advisor's Forum, LLC, ElderCareUSA, Ameriprise Financial, Morgan Stanley Smith Barney, Merrill Lynch. HSBC, Bank of America, Prudential, Mass Mutual, AXA Advisors, etc.  In addition to his law firm, Dave is the Founder of the Medicaid Practice Network and Medicaid Practice Systems, LLC (MPS) and the Co-Founder of Lawyers With Purpose, LLC. MPS and LWP have educated thousands of attorneys on Estate, Asset Protection, Medicaid, and Veterans Benefits Planning. Dave is also the creator of a Law Practice System for attorneys to provide comprehensive Estate, Medicaid, and Asset Protection Planning to clients, which has been implemented by over 500 law firms nationwide. Dave also serves as a Business coach to attorneys across the country.  Dave has published Irrevocable Pure Grantor Trusts: The Estate Planning Landscape Has Changed. (Syracuse Law Review Vol. 1 Fall 2010) and What Hard Work Giveth, the Nursing Home Taketh Away: Asset Preservation Under Medicaid (the Digest, 1994-95). Dave is also a contributing author to Giving: Philanthropy for Everyone, published October 2002. Dave's first priority and passion is his wife, Christine, and their children, Maria, Olivia, and Angelo.   Connect with Dave at: Website: https://eplawcenter.com/ https://www.lawyerswithpurpose.com/ LinkedIn: https://www.linkedin.com/in/david-zumpano-a0208119a/ Show notes: [0:00] The Digitization of Law [4:38] What's changed and what's in the future for estate planning? [15:17] Where to find more of Dave? [16:33] Outro   Connect with Bill Bloom  Web: https://www.bloomfinancialco.com/ https://bloomfinancialco.kartra.com/page/bNJ87 Email: bill@bloomfinancial.us  LinkedIn: https://www.linkedin.com/in/bloomfinancial/ FB: https://www.facebook.com/retireasyoudesirepodcast   Securities and investment advisory services are offered through Woodbury Financial Services, Inc. (WFS), member FINRA/SIPC. WFS. is separately owned, and other entities and/or marketing names, products, or services referenced here are independent of WFS.   Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

In his 35+ years as an HR leader, Morgan Stanley Senior Advisor Jeff Brodsky has seen his fair share of economic uncertainty. For the inaugural episode of Invested at Work, Jeff lends his insights on how to provide employees with flexibility, stability, and the support they need when times are tough. From a global pandemic to economic recession, learn how effective communication and strong leadership can help employees when they need it most.Visit MorganStanley.com/atwork for more insights on workplace financial benefits.Invested at Work is brought to you by Morgan Stanley at Work, produced by StudioPod Media. Our executive producers are Fiona Kelsey, Lisa Boyce, and TJ Bonaventura. Our producer is Clarissa Marks, our engineer is Alejandro Ramirez, and our writer is Dan Pelberg.Not all products and services are available in all jurisdictions. This material has been prepared for educational purposes only. Morgan Stanley Smith Barney, LLC, and its financial advisors and private Wealth advisors do not provide any tax or legal advice. Consult your own tax or legal advisor before making any tax or legal related investment decisions. Morgan Stanley at Work Services are provided by Morgan Stanley Smith Barney, LLC, member SIPC, and its affiliates, all wholly owned subsidiaries of Morgan Stanley.

In this episode, Bill chats with the Author, Lawyer, Founder of Estate Planning Law Center and Lawyers With Purpose, and Co-Founder of Guidr, Dave Zumpano, CPA, Esq. They talk about Dave's business ventures, his book, and estate planning in the 21st century. They also talk about the importance of networking for finding your collaborators. David J. Zumpano began his professional career with Price Waterhouse as a staff accountant. He later graduated from Syracuse College of Law and started his legal career with a regional law firm. After two short years, he started the Law Offices of David J. Zumpano, remaining “of counsel” to his former firm. Since, his firm has grown twentyfold and is known as the Estate Planning Law Center, David J. Zumpano CPA, Esq. The Estate Planning Law Center serves as a “model law firm” to hundreds of law firms across the country. Dave's practice remains focused on estate planning, asset protection, and elder law.  Dave has been featured in the Wall Street Journal and National Public Radio and is a regular speaker and trainer on estate planning, asset protection, and Medicaid Planning to many national legal organizations and banking and financial institutions, including the National Academy of Elder Law Attorneys, National Network of Estate Planning Attorneys, American Academy of Estate Planning Attorneys, American Association of Attorney-CPAs, Ohio State Bar Association, WealthCounsel, LLC, Advisor's Forum, LLC, ElderCareUSA, Ameriprise Financial, Morgan Stanley Smith Barney, Merrill Lynch. HSBC, Bank of America, Prudential, Mass Mutual, AXA Advisors, etc.  In addition to his law firm, Dave is the Founder of the Medicaid Practice Network and Medicaid Practice Systems, LLC (MPS) and the Co-Founder of Lawyers With Purpose, LLC. MPS and LWP have educated thousands of attorneys on Estate, Asset Protection, Medicaid, and Veterans Benefits Planning. Dave is also the creator of a Law Practice System for attorneys to provide comprehensive Estate, Medicaid, and Asset Protection Planning to clients, which has been implemented by over 500 law firms nationwide. Dave also serves as a Business coach to attorneys across the country.  Dave has published Irrevocable Pure Grantor Trusts: The Estate Planning Landscape Has Changed. (Syracuse Law Review Vol. 1 Fall 2010) and What Hard Work Giveth, the Nursing Home Taketh Away: Asset Preservation Under Medicaid (the Digest, 1994-95). Dave is also a contributing author to Giving: Philanthropy for Everyone, published October 2002. Dave's first priority and passion is his wife, Christine, and their children, Maria, Olivia, and Angelo.   Connect with Dave at: Website: https://eplawcenter.com/ https://www.lawyerswithpurpose.com/ LinkedIn: https://www.linkedin.com/in/david-zumpano-a0208119a/ Show notes: [0:41] What is Guidr and how did it come to be? [11:01] How has Dave's mindset changed from a collaboration standpoint? [17:54] More will come back to you if you focus on other people [21:02] Outro   Connect with Bill Bloom  Web: https://www.bloomfinancialco.com/ https://bloomfinancialco.kartra.com/page/bNJ87 Email: bill@bloomfinancial.us  LinkedIn: https://www.linkedin.com/in/bloomfinancial/ FB: https://www.facebook.com/retireasyoudesirepodcast   Securities and investment advisory services are offered through Woodbury Financial Services, Inc. (WFS), member FINRA/SIPC. WFS. is separately owned, and other entities and/or marketing names, products, or services referenced here are independent of WFS.   Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.  

Rebecca Colett spent most of her professional career in analytical and leadership positions at some of the best-known financial and tech companies in America, including Morgan Stanley Smith Barney, GE Capital, IBM, and Red Hat. But that didn't quench Colett's professional passion, so the Detroit entrepreneur and her business partner started a caregiving business, teaching themselves the craft of cultivation and product manufacturing. They learned it well enough that in 2019 they expanded that caregiving business into a licensed grower and product manufacturer – Calyxeum - that grows flower and creates edibles, concentrates, topicals, and other products, and employs 20 people.  In this episode, Colett will share:  -How she used her finance, tech and analytics background in cannabis   -How she bootstrapped her business after an unsuccessful capital raise attempt  -How to bounce back and raise capital successfully after not succeeding to raise capital the first time  - How to scale a caregiving operation into a thriving business  - How small businesses can use the power of branding to compete with big businesses  Who is Rebecca Colett? Rebecca Colett is the co-founder and CEO of Calyxeum, a cultivation and product manufacturing business headquartered in Detroit. Colett and her business partner LaToyia Rucker launched Calyxeum in 2019 after several years as registered Michigan caregivers. Colett has also served on the national board of National Organization for the Reformation of Marijuana Laws, and as Committee Chair for the National Cannabis Industry Association. Before cannabis, she launched a successful gym franchise, and held analytical and leadership posts at Morgan Stanley Smith Barney, GE Capital, IBM, Red Hat and other well-known American companies.   

Rebecca Colett spent most of her professional career in analytical and leadership positions at some of the best-known financial and tech companies in America, including Morgan Stanley Smith Barney, GE Capital, IBM, and Red Hat. But that didn't quench Colett's professional passion, so the Detroit entrepreneur and her business partner started a caregiving business, teaching themselves the craft of cultivation and product manufacturing. They learned it well enough that in 2019 they expanded that caregiving business into a licensed grower and product manufacturer – Calyxeum - that grows flower and creates edibles, concentrates, topicals, and other products, and employs 20 people.  In this episode, Colett will share:  -How she used her finance, tech and analytics background in cannabis   -How she bootstrapped her business after an unsuccessful capital raise attempt  -How to bounce back and raise capital successfully after not succeeding to raise capital the first time  - How to scale a caregiving operation into a thriving business  - How small businesses can use the power of branding to compete with big businesses  Who is Rebecca Colett? Rebecca Colett is the co-founder and CEO of Calyxeum, a cultivation and product manufacturing business headquartered in Detroit. Colett and her business partner LaToyia Rucker launched Calyxeum in 2019 after several years as registered Michigan caregivers. Colett has also served on the national board of National Organization for the Reformation of Marijuana Laws, and as Committee Chair for the National Cannabis Industry Association. Before cannabis, she launched a successful gym franchise, and held analytical and leadership posts at Morgan Stanley Smith Barney, GE Capital, IBM, Red Hat and other well-known American companies.   

This week, we discuss a potential fine of £27 million for TikTok, a data breach caused by a phishing attack on American Airlines and a $35 million penalty for Morgan Stanley Smith Barney LLC after ”extensive” security failures.

As the demographics of investors continue to change, the wealth management industry is starting to pay attention to inclusion and diversity. Many firms hire, prepare, and advance underrepresented talents throughout the financial services industry and create programs to best serve an increasingly diverse clientele. This positive trend leads to more equitable and representative services for all investors. In this episode, Jack talks with Craig Pfeiffer, President and CEO of Money Management Institute (MMI). Craig is a senior financial services executive, following 29 years with Morgan Stanley Smith Barney and its predecessor firms. He transitioned from MSSB in 2012, where he was Vice Chairman and a member of the Executive Committee. From 2003 to 2011, he held a progression of senior positions, including the National Sales Group, responsible for marketing strategy and client communications, desktop technology, and brokerage-based banking. Additionally, Craig has been responsible for businesses, including retirement services and corporate equity solutions. Craig talks with Jack about his current projects and programs, why diversity and inclusion are becoming an area of focus in wealth management, and his outlook on where wealth management is headed in the future. Key Takeaways [01:08] - What Money Management Institute offers in the investment advisory industry. [03:11] - A list of Craig's current projects and programs. [08:31] - Wealth management as a people's business. [11:02] - Craig's outlook on where wealth management is headed. [15:48] - What Craig looks forward to over the next few years. [20:01] -The history of MMI's innovation in wealth management. [24:29] - Craig's three key takeaways. [26:08] - Craig's interests outside of work. Quotes [03:54] - "For the last number of years, there have been challenges around dealing with accumulated wealth and retirement assets, not only the income but doing so smartly around taxes, risk around location, etc." - Craig Pfeiffer [07:04] - "We have to go outside our industry, find people of color, and bring them into middle-level jobs. Fill out that sophomore, junior class, so the freshmen have an aspiration." - Craig Pfeiffer [22:06] - "There was no opponent to the SMA business other than a lack of awareness. You can't come to an MMI event without putting your gun down. You're coming to share best practices. You're coming to share ideas. You're coming to learn. And people have had that structural fiber that allows people to enjoy it." - Craig Pfeiffer [25:36] - "Being a leader in this business is rewarding. But you're only a leader if you have followers, and followers will only follow if they think they're listened to." - Craig Pfeiffer Links  Craig Pfeiffer on LinkedIn Money Management Institute Steve Gresham The Execution Project Cheryl Nash InvestCloud Financial Advisor Magazine BlackRock Jed Finn Morgan Stanley Jenny Johnson Jasmine Jirele Franklin Templeton Allianz Life Burt White LPL Financial Carson Group Envestnet Ainslie Simmonds Pershing Michael Liersch  Wells Fargo Microsoft PwC University of Virginia Darden School of Business Keith Glenfield Bank of America Troy Thornton Goldman Sachs Connect with our hosts LifeYield Jack Sharry on LinkedIn Jack Sharry on Twitter Subscribe and stay in touch Apple Podcasts Spotify LinkedIn Twitter Facebook

Owner, coach, no-nonsense transformation coach Kathy Wilson uses her experience in change management, combined with principles backed by science, to help women get out of the rut they are in and start building the lives they really want. She is deeply invested in helping kick-ass women over 40 step into their power and achieve their goals. Coach Kathy cares genuinely about seeing women get the results they want and reject the limiting beliefs that keep them from kicking ass every day. Kathy is a Change Strategist and speaker in the Washington, DC area. A former collegiate and professional basketball player and coach, for over ten years Kathy has worked with clients ranging from government agencies to higher-learning institutions such as The Securities and Exchange Commission, the FDA-FSIS and Vanderbilt University, to Fortune 100 and 500 companies such as Morgan Stanley Smith Barney, Aerotek (The Allegis Group), and the McGraw-Hill Companies sharing her unique combination of on-court experience and off-court knowledge, speaking, coaching, consulting and delivering training and development solutions that have helped people transform their personal and workplace environments. Kathy's basketball playing and coaching background compels her to challenge her clients to step outside of their comfort zones and reach their highest potential. Kathy received her B.A. Communications from the University of North Carolina @ Chapel Hill, and her Graduate Certificate in Leadership Coaching and M.A. in Organizational Management from The George Washington University.  Connect with Coach Kathy:Free downloads: The Success Formula; 101 Next-Level QuestionsWebsite: coachkathywilson.comPodcast: For Kick-Ass Women OnlyYoutube: @TheCoachKDub Facebook: @CoachKathyWilsonInstagram: @thecoachkdubTwitter: @coachkdubLinkedIn: @kathywilson

In this episode, Bill chats with the Author, Lawyer, Founder of Estate Planning Law Center and Lawyers With Purpose, and Co-Founder of Guidr, Dave Zumpano, CPA, Esq. They talk about Dave's business ventures, his book, and estate planning in the 21st century. They also talk about the importance of networking for finding your collaborators.   David J. Zumpano began his professional career with Price Waterhouse as a staff accountant. He later graduated from Syracuse College of Law and started his legal career with a regional law firm. After two short years, he started the Law Offices of David J. Zumpano, remaining “of counsel” to his former firm. Since, his firm has grown twentyfold and is known as the Estate Planning Law Center, David J. Zumpano CPA, Esq. The Estate Planning Law Center serves as a “model law firm” to hundreds of law firms across the country. Dave's practice remains focused on estate planning, asset protection, and elder law.   Dave has been featured in the Wall Street Journal and National Public Radio and is a regular speaker and trainer on estate planning, asset protection, and Medicaid Planning to many national legal organizations and banking and financial institutions, including the National Academy of Elder Law Attorneys, National Network of Estate Planning Attorneys, American Academy of Estate Planning Attorneys, American Association of Attorney-CPAs, Ohio State Bar Association, WealthCounsel, LLC, Advisor's Forum, LLC, ElderCareUSA, Ameriprise Financial, Morgan Stanley Smith Barney, Merrill Lynch. HSBC, Bank of America, Prudential, Mass Mutual, AXA Advisors, etc.   In addition to his law firm, Dave is the Founder of the Medicaid Practice Network and Medicaid Practice Systems, LLC (MPS) and the Co-Founder of Lawyers With Purpose, LLC. MPS and LWP have educated thousands of attorneys on Estate, Asset Protection, Medicaid, and Veterans Benefits Planning. Dave is also the creator of a Law Practice System for attorneys to provide comprehensive Estate, Medicaid, and Asset Protection Planning to clients, which has been implemented by over 500 law firms nationwide. Dave also serves as a Business coach to attorneys across the country.   Dave has published Irrevocable Pure Grantor Trusts: The Estate Planning Landscape Has Changed. (Syracuse Law Review Vol. 1 Fall 2010) and What Hard Work Giveth, the Nursing Home Taketh Away: Asset Preservation Under Medicaid (the Digest, 1994-95). Dave is also a contributing author to Giving: Philanthropy for Everyone, published October 2002.   Dave's first priority and passion is his wife, Christine, and their children, Maria, Olivia, and Angelo.   Connect with Dave at: Website: https://eplawcenter.com/ https://www.lawyerswithpurpose.com/ LinkedIn: https://www.linkedin.com/in/david-zumpano-a0208119a/ Show notes: [1:54] What is Guidr and how did it come to be? [12:15] How has Dave's mindset changed from a collaboration standpoint? [19:08] More will come back to you if you focus on other people [22:21] The Digitization of Law [26:58] What's changed and what's in the future for estate planning? [37:38] Where to find more of Dave?     Connect with Bill Bloom  Web: https://www.bloomfinancialco.com/ https://bloomfinancialco.kartra.com/page/bNJ87 Email: bill@bloomfinancial.us  LinkedIn: https://www.linkedin.com/in/bloomfinancial/ FB: https://www.facebook.com/retireasyoudesirepodcast     Securities and investment advisory services offered through Woodbury Financial Services, Inc. (WFS) member FINRA/SIPC. WFS. is separately owned and other entities and/or marketing names, products or services referenced here are independent of WFS.     Views expressed in this podcast are for general informational purposes only and are not intended to provide or be a substitute for specific professional financial, tax or legal advice or recommendations for any individuals. Information is based on sources believed to be reliable; however, their accuracy or completeness cannot be guaranteed.

In this episode, you'll discover…  The key trait to win at work and win at home (1:56) The #1 thing a team desires (7:05) You don't have to be a risk-taker to be successful (10:17) How God intervened in Steve's life (18:15) How to remain hopeful and faithful in the face of adversity (22:40)   Steve's Bio: Mr. Montgomery is the Founder and CEO of Legion Insurance Group. An important personal experience was the catalyst for his entrepreneurial endeavor. His real-world success and insight-led Mr. Montgomery to leverage his desire to protect people from harm's way to bring honor and hope to families all over the world.     Before becoming an entrepreneur, Mr. Montgomery honed his ability to get to any table in his commitment to being a person of value and enjoyed a stellar career in the financial services industry with both Morgan Stanley Smith Barney and Merrill Lynch.  This experience honed his leadership and deal-making skills.   Mr. Montgomery proudly served in the U.S. Navy as a Search and Rescue Swimmer and graduated from the University of Washington with a Mechanical Engineering degree.  He is the super proud husband of Lindsey and is a grateful father to three angels on loan who teach him the invaluable lessons of life. What's Next?  Are you crushing it at work but struggling at home? If you want to learn how to win at home, then go to https://CoryMCarlson.com/subscribe and download your free copy of “10 Ways To Win At Home.” If you're looking for a resource to help you with these times when your work is now in your home, check out my book Win At Home First on Amazon. Forbes Magazine rated it one of 7 books everyone on your team should read.  

Do you know what is in what we are feeding ourselves, and our children? In today's episode, we're talking with Sterling Cook, the CEO of Green Compass Global and a proponent for the North Carolina Hemp Pilot program. Sterling has always had a passion for agriculture which led him to uncover the truth about the number of chemicals that are used in agriculture fields across the US. Tune in to learn why Sterling takes pride in Green Compass Global growing and formulating completely USDA organic hemp and CBD products​, along with what you need to know and look for before going to the grocery store to keep your family safe from toxic chemicals.   In This Episode: [05:00] Growing up in the largest growing region for tobacco influenced Sterling.  [09:00] North Carolina market has changed due to importing goods from other markets. [12:00] Are farmers actually getting sicker because of the chemicals they are using on their crops? [18:40] Why Sterling only buys products that have USDA organic labels. [20:35] What does the USDA organic label mean for hemp products? [24:00] What does it mean to grow organic products?  [26:00] Are all the ingredients that go into Green Compass Global's products organic?    Key Takeaways: Oftentimes, we don't know where our food is truly coming from. Many farmers end up with cancer and different types of blood diseases that may be linked to chemicals used in their fields.  Consumers need to be educated about what healthy produce looks like.  Growing organic products starts with land that must be chemical-free for three to five years before growing anything.   Bio:  Sterling brings a diverse background in various leadership roles within the agriculture and financial services sectors. His most current role was that of chief restructuring officer for one of the largest sweet potato distributors in the world. He also spent six years as CFO in the produce industry, assessing organizational performance and guiding long-term strategy. Sterling has extensive knowledge in the areas of financial reporting and analysis, risk management and business development, human resources, accounting and administration, and overseeing a large-scale corporate farm operation. He's also held various positions with Wachovia Bank, Citi Smith Barney, Morgan Stanley Smith Barney, and Wells Fargo Advisors.   Sterling has been a proponent for the North Carolina Hemp Pilot program since its inception and is excited about the future of what hemp will bring to the state. He is a graduate of the University of North Carolina at Wilmington and also holds a North Carolina Real Estate License. He enjoys being active in both his local business and alumni communities.

Hello Podcast listeners, Today is a very special episode with Kenneth Van Leeuwen, CFP, founder of Van Leeuwen & Company. Prior to this, Ken worked for several financial institutions for 18 years which included Morgan Guaranty Trust Company, Merrill Lynch, and later Morgan Stanley Smith Barney. Ken earned his BS in Accounting from the State University of New York at Binghamton School of Management. In today's episode we discuss his approach to investing, financial planning, and taxes. Enjoy and thanks for the listen!

On today's show, we chat with Brian Smith who is the Co-Founder and CEO of Redcrow. Alongside Jerry Harrison, Redcrow set off on a mission to democratize the investment process for people otherwise shut out of early stage investing opportunities. Prior to Redcrow, Brian was a Financial Advisor with Morgan Stanley Smith Barney, advising high net worth families. IN THIS EPISODE, YOU'LL LEARN: What is an accredited investor? What is the future like for crowdfunding? What is a Cap Table? What is the current process that founders might take to raise capital? HELP US OUT! Help us reach new listeners by leaving us a rating and review! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!  BOOKS AND RESOURCES: Connect with Brian Smith Website of Redcrow Website of Redcrow Live   CONNECT WITH SHAWN:   https://linktr.ee/ShawnflynnSV   Shawn Flynn's Twitter Account Shawn Flynn's LinkedIn Account Silicon Valley LinkedIn Group Account Shawn Flynn's Facebook Account Email Shawn@thesiliconvalleypodcast.com    

On today’s show, we chat with Brian Smith who is the Co-Founder and CEO of Redcrow. Alongside Jerry Harrison, Redcrow set off on a mission to democratize the investment process for people otherwise shut out of early stage investing opportunities. Prior to Redcrow, Brian was a Financial Advisor with Morgan Stanley Smith Barney, advising high net worth families.IN THIS EPISODE, YOU'LL LEARN: What is an accredited investor?What is the future like for crowdfunding?What is a Cap Table?What is the current process that founders might take to raise capital?Tweet your comments about this episode directly to Shawn Flynn and the rest of The Investor’s Podcast Community using #TIPSiliconValley.HELP US OUT!Help us reach new listeners by leaving us a rating and review! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! BOOKS AND RESOURCES:Connect with Brian SmithWebsite of RedcrowWebsite of Redcrow LiveDownload your free audiobook at Audible.Find the best job candidate at Ziprecruiter.CONNECT WITH SHAWN:Shawn Flynn’s Twitter AccountShawn Flynn’s LinkedIn AccountSilicon Valley LinkedIn Group AccountShawn Flynn’s Facebook AccountEmail Shawn@TheInvestorsPodcast.com

In today's episode of the Fintech Focus podcast, we chat with Lule Demmissie, new President of Ally Invest. She plays a critical role in leading and providing strategic oversight as Ally continues to grow and enhance its overall brokerage, active trader, advisory services, and managed portfolio offering. She comes with specific expertise in advisory services, the intersection of agile product development and investor behavior, and applying that expertise to design people-centric solutions. Lule also has a passion for the advancement of diverse teams as an accelerant to innovation and client-centric solutions. Lule joined Ally Invest from TD Ameritrade where she was a managing director responsible for the strategic development and analysis of all investment products and guidance across $300 billion in assets and $21 billion in managed money. Prior to TD Ameritrade, she spent eight years with Morgan Stanley Smith Barney, designing and launching their non-discretionary platform. Lule has also worked for Merrill Lynch and JP Morgan during her career. ————— Links: Ally Invest: https://www.ally.com/invest/ Benzinga Trading Summit: https://benzingatradingsummit.com/ Benzinga Fintech Newsletter: https://www.benzinga.com/fintech-focus/newsletter/ Benzinga Pro:https://pro.benzinga.com/

Join Elaina Spilove, Senior Vice President and leading financial consultant at the newly merged “Morgan Stanley/Smith Barney” venture - The eastwest group @greystone consulting. One of “Barron's Top 100 Women in Finance”, Elaina manages millions of dollars in assets for municipalities and foundations and today she shares her insights on how financial success can be learned and how you too can apply key strategies in 2010 with a positive mindset and a fresh outlook on your financial future - tough times can be an opportunity to set a new financial direction. Her philosophy – Listen!

Knock knock! Who’s there? Heidi Hanna! And that’s no joke! What a great experience it was to get to share some of Heidi Hanna’s brain this week on Laughbox. I say some because she’s so smart I don’t think I could handle the full Hanna. Heidi shares what’s going on in your brain when you’re stressed and what you can do to calm the monkey on this week’s Laughbox episode. She also shares about her upcoming Global Stress Summit and how you can be a part of this incredible event. Take a listen in, you won’t be disappointed. More on Heidi…. As an experienced speaker, Dr. Heidi Hanna has been featured at many national and global conferences, including the Fortune Magazine Most Powerful Women in Business Summit, ESPN Women’s Leadership Summit, and the Million Dollar Round Table. She is founder and Chief Energy Officer of Synergy, a consulting company providing brain-based health and performance programs for organizations, the Executive Director of the American Institute of Stress, and a frequent lecturer at Canyon Ranch Resort and Spa in Tucson, Arizona. Dr. Hanna’s publications include the NY Times bestseller The SHARP Solution: A Brain-Based Approach for Optimal Performance (Wiley, Feb 2013), Stressaholic: 5 Steps to Transform Your Relationship With Stress (Wiley, Jan 2014) and Recharge: 5 Shifts to Energize Your Life (Synergy, 2015). Dr. Hanna is a National Board Member for Blessings in a Backpack, a Fellow with the American Institute of Stress, and she currently serves as editor of their quarterly publication, Contentment. Recently, Dr. Hanna created The Beyond Funny Project, a non-profit dedicated to providing resources and education related to the benefits of healthy humor. Dr. Hanna holds a bachelors degree in communications from Penn State University, where she competed on the Big 10 softball team and received academic All-American honors. She holds a master’s degree in mental health counseling from Rollins College and a Ph.D. degree in holistic nutrition from Clayton College of Natural Health. Clients have included Microsoft, Johnson & Johnson, PepsiCo, Cisco, Dell, Intel, Boeing, Proctor & Gamble, Morgan Stanley Smith Barney, Merrill Lynch, ESPN and Starbucks, as well as professional and amateur athletes. Still need more? Check her out at: https://www.heidihanna.com/

Winnie Sun is a different kind of financial adviser. While many of her industry colleagues would strive for the same goals she does in providing the best, most high-quality customer service, not as many would take that goal to the level of launching an in-house multimedia company designed to provide financial advice. But, Winnie did just that. As the managing director and founding partner of Irvine, Calif.-based financial consulting firm Sun Group Wealth Partners, Winnie not only serves her corporate and individual clients, but she also serves as a thought leader in the financial realm. Through the firm’s multimedia company, Winnie works with her team to record daily video segments for YouTube that helps those of us a little less financially savvy to navigate the world of investing and our personal finances. This on-demand content (that also includes a podcast, heavy social media presence and increased emphasis on mobile-first) was created after many long discussions where the firm realized that the industry wasn’t adapting as fast as a customer’s needs. “We had a vision in mind to create a relevant, attractive and top-of-mind firm for the next generation,” Winnie says. In addition to changing her firm’s approach, Winnie also pens financial advice for Forbes and Nerd Wallet (among many, many others) and appears frequently on CNBC and CBS, in addition to a handful of other top networks. Prior to Sun Group Wealth Partners, Winnie held positions at Morgan Stanley Smith Barney, and before that she had a less traditional financial services career path, working as an entrepreneur as founder of CH Entertainment. The Los Angeles-based television audience production company had clients ranging from America’s Funniest Home Videos to Jeopardy and Wheel of Fortune.

Tattiana Gandolfo Owner of Gold Coast Pilates in Setauket, NY, Best selling Author "Rapid Body Makeover" - "A PILATES HOLISTIC APPROACH TO WELL BEING" chapter contribution, 2nd generation Pilates teacher designated by Lolita San Miguel, Balanced Body Pilates and barre faculty/educator/presenter  Jack Mitchell Chairman of the Mitchells Family of Stores which is made up of five of the most successful upper end men's and women's clothing stores in the United States. Jack heads up this third generation family business  Jack launched a “second career” as a speaker and author.  His first book, Hug Your Customers, was endorsed by Warren Buffet with the following quote printed on the cover:  “It's a gem.  I wish everyone at Berkshire would follow his advice – we would own the world”.  In 2006, Jack was listed amongst the Top 10 Retail Visionaries of all time according to Daily News Record, one of the most well read retail trade publications in the country. Jack has also become known as a passionate enthusiastic public speaker, keynoting at over 200 events for corporations including Morgan Stanley Smith Barney, Conde Nast, Payless, Nike, and Starbucks just to name a few  

What is an irrevocable pure grantor trust, and why would someone want one? In this episode, David Zumpano, a nationally recognized expert on asset protection, estate planning & elder law, discusses with me this little-known (although widely used) trust – what it is, why we use it, and who it is for. In Part 1, you will learn: about the goal of helping a loved one to protect their autonomy why people end up in nursing homes (how failing to plan makes this more likely) why retirement isn't necessarily what you think it is why we want to engage in an asset protection strategy for financial security in our later years what is an irrevocable pure grantor trust, and how it differs from tax trusts and revocable living trusts the history of trusts and what they were traditionally used for (tax trusts – the “traditional” irrevocable trust – no access, no control, no right to benefit) how trusts evolved over time – becoming the revocable living trust why the change in the laws in 2001 significantly changed the tax planning landscape, and ultimately the estate planning landscape how traditional irrevocable trusts aren't relevant to 99.8% of the American population how the irrevocable pure grantor trust (iPug (TM)) was created as a result of these changes what makes it unique as a planning tool how the common law of the United States support this type of planning as a legitimate tool for asset protection Dave's Law Review Article – where he sets out the case for the trust via common law …in Part 2, we will discuss exactly who this is for, how it works, and more! We will also discuss the types of assets that may be placed in a trust such as this one, and the benefits of its flexibility and protection. About Dave Zumpano: Dave was born and raised in Central New York. He attended LeMoyne College and began his professional career with Price Waterhouse as a staff accountant. He graduated from Syracuse College of Law. He is the Founder and Senior Partner of the Estate Planning Law Center, David J. Zumpano CPA, Esq., with offices in New York and Florida. The Estate Planning Law Center serves as a “model law firm” to hundreds of law firms across the country. Dave's practice remains focused on estate planning and elder law. Dave has been featured in the Wall Street Journal and on National Public Radio for his expertise in Estate and Medicaid Planning. Dave has been a regular speaker and trainer on estate planning, asset protection, and Medicaid Planning to many national legal, banking, and financial institutions, including the National Academy of Elder Law Attorneys, National Network of Estate Planning Attorneys, American Academy of Estate Planning Attorneys, The American Association of Attorney-CPAs, Ohio State Bar Association, Elder Law Answers, WealthCounsel, LLC, Advisor's Forum, LLC, ElderCareUSA, Ameriprise Financial, Morgan Stanley Smith Barney, Merrill Lynch, Wells Fargo, HSBC, Bank of America, Prudential, Mass Mutual, AXA Advisors, and others. He has been featured on local, regional, and national newspapers, TV, and radio programs. In addition to his law firm, Dave is the Founder of the Medicaid Practice Network and Medicaid Practice Systems, LLC. Dave is Co-Founder of Lawyers with Purpose, LLC (LWP), an organization committed to ensuring people can die without emotional pain and lawyers can be respected and valued for the good they help create. Dave has educated thousands of attorneys all over the United States on Estate, Asset Protection, Medicaid Planning, and Business Development. Dave is the creator of an Estate and Asset Protection Law Practice System for attorneys which has been implemented by almost 1,000 law firms nationwide. Dave also serves as a Business Coach to hundreds of attorneys across the country. Dave is a graduate of the Esperti Peterson Institute for Advanced Wealth Strategies and has published Irrevocable Pure Grantor Trusts: The Estate Planning Landscape Has Changed. (Syracuse Law Review Vol. 1 Fall 2010), Medicaid Estate Recovery: A 50 State Analysis, and What Hard Work Giveth, the Nursing Home Taketh Away: Asset Preservation Under Medicaid (the Digest, 1994-95). Dave is also a contributing author to Giving: Philanthropy for Everyone, published October 2002. Dave's first priority and passion is his wife, Christine, and their children, Maria, Olivia, and Angelo.

Wise women come from great girls! This week we explored how girls become great, with the help of a bevy of very wise women. Our guests include:  Robin Hodgskin of Morgan Stanley Smith Barney and Margaret O'Keefe of Pierce Atwood; Joanne Arnold, Body, Mind & Sport Strength Trainer and Consultant  and Tara Treichel of Coastal Studies for Girls. https://www.themainemag.com/radio/2012/01/girl-power-20/

William Friday interviews Tom Bradshaw, Investment Banker, Morgan Stanley Smith Barney

William Friday interviews Tom Bradshaw, Investment Banker, Morgan Stanley Smith Barney

Join Elaina Spilove, Senior Vice President and leading financial consultant at the newly merged “Morgan Stanley/Smith Barney” venture - The eastwest group @greystone consulting. One of “Barron's Top 100 Women in Finance”, Elaina manages millions of dollars in assets for municipalities and foundations and today she shares her insights on how financial success can be learned and how you too can apply key strategies in 2010 with a positive mindset and a fresh outlook on your financial future - tough times can be an opportunity to set a new financial direction. Her philosophy – Listen!