Podcasts about orange county chapter

PW editorial board member and regular contributor Alex McDonald, MD, speaks with Kim Yu, MD (Aledade Medical Director, President of the Orange County Chapter of the California Academy of Family Physicians), about new mandates concerning value-based care and what they might mean to you.Enjoy listening!Let us know what you thought of this week's episode on Twitter: @physicianswkly Want to share your medical expertise, research, or unique experience in medicine on the PW podcast? Email us at editorial@physweekly.com! Thanks for listening!

Michael Klett and Vince Vasquez are members of the Knights of Columbus.  Today's episode offers an update on the Orange County Chapter of the Knights of Columbus.  Made 4 More airs live weekdays at 4:30pm  Pacific Time go to spiritfilledevents.com website or download our Spirit Filled Radio App for Android or Apple Devices.  Archives of shows from Spirit Filled Radio are available on podcast at spiritfilledevents.com.APPLE LINK FOR APPGOOGLE PLAY LINK FOR APPThis episode is a presentation given by Fr. Kevin Sweeney at St. Vincent de Paul Church in Huntington Beach.

Episode Notes Bruce and Jeff chat with Shannon Eusey, CEO and founder of Beacon Pointe Advisors, about how Shannon launched Beacon Pointe, the nation's largest woman-led RIA, and how the firm has continued to grow amid challenging times. Shannon also talks about how she's been able to run the company while becoming a mother of four. They also ponder the question of when big firms will start acquiring other big firms. Guest Bio: Shannon is the Chief Executive Officer of Beacon Pointe Advisors, the largest female-led Registered Investment Advisory (RIA) firm in the country serving private clients, foundations, and retirement plans. Prior to launching Beacon Pointe, Shannon served as Senior Managing Director and Portfolio Manager at Roxbury Capital Management and oversaw the socially responsible investment (SRI) platform for several years. Shannon is a member of the CNBC Financial Advisor Council and is regularly featured in The Wall Street Journal, InvestmentNews, Barron's, Forbes, Financial Planning Magazine, among other publications. In 2018 she was presented with the UC Irvine Lauds & Laurels Award and in 2017 the Orange County Business Journal Women in Business Award. Through Shannon's passion for financial education, she is a founding member of the Beacon Pointe Women's Advisory Institute and co-authored Your Dollars, Our Sense: A Fun and Simple Guide to Money Matters, an international best-selling book that has ranked #1 in six different business and finance categories. Shannon graduated from the University of California, Irvine where she played Division I Volleyball and she received her MBA from the University of California, Los Angeles Anderson School of Business. Shannon is a member of the Young Presidents Organization (YPO) for the Orange County Chapter, and serves or has served on numerous boards including the Bank of California (BAC), the UCI Athletic Fund Board, the Charles Schwab Advisor Council, the TD Ameritrade Advisory Council, as well as Scratchworks, a FinTech accelerator that connects innovative tech companies with investment and wealth management luminaries to advance the digital transformation of the financial services industry. As a dedicated philanthropist, she has also served on the Children's Hospital of Orange County Professional Advisory Committee, the Investment Committee of Sisters of St. Joseph in Orange, and served as the Executive Director of the HALO Foundation. Shannon is married, has four children, and lives with her husband in Newport Beach, California. As one of the industry's largest and most experienced asset managers, we offer a focused lineup of competitively priced ETFs, mutual funds and separately managed account strategies designed to serve the central needs of most investors. By operating our business through clients' eyes, and putting them at the center of our decisions, we aim to deliver exceptional experiences to investors and the financial professionals who serve them.

On July 22, 2023 Chris Pedersen addressed the Orange County Chapter of the American Association of Individual Investors.  At the end of his 2 hour presentation there were many unanswered questions. Our last ⁠podcast⁠ and ⁠video ⁠addressed 16 of those questions.  In this podcast Paul responds to 20 more of the AAII questions.  1.  How do you feel about […] The post Better than Wellesley and Wellington? and 19 other questions first appeared on Paul Merriman. The post Better than Wellesley and Wellington? and 19 other questions appeared first on Paul Merriman.

On July 22, 2023 Chris Pedersen addressed the Orange County Chapter of the American Association of Individual Investors.  At the end of his 2 hour presentation there were many unanswered questions. Our last podcast and video addressed 16 of those questions. In this podcast Paul responds to 20 more of the AAII questions.  1.  How do you feel about using a balanced fund such as Vanguard Wellington in retirement?01:44 2.  I subscribe to your mantra of index funds, keep costs low, buy and hold etc,  Is Merriman Wealth Management your company as well?  I ask because that company espouses buy and hold and market timing and charges “AUM” fees. 14:15 3.  I am a new retiree at 65 and have decided to use the “2 Funds for Life” target date fund with a 10% small cap value portfolio.  Do you recommend the 10% small cap value be split between U.S. and international small cap value funds?  23:30 4.  Is it too late for someone just entering retirement to change their investment portfolio to the 10-Fund Merriman Ultimate Buy and Hold Portfolio?   26:39 5.  What is your impression of a recent Vanguard study that showed a large percentage of investors over 85 with an asset allocation of 100% in stocks? 30:14 6  How about using a technology fund instead of a small cap value funds? 35:00 7.  What are some short term bonds funds you recommend?  Bonds funds discussed VSBSX, VMLTX and VSCSX 39:24 8.  I am 25 years old and have a high risk tolerance.  Would it be okay to be all small cap value and would it be okay to invest 10% of the portfolio in individual small cap value stocks? 41:06 9. I have been using the Merriman 10 fund portfolio for 10 years.  The annual rebalancing takes a lot of time.  Do you recommend I move to the worldwide 4 fund portfolio instead? 43:00 10. I am retired and just took a full distribution from my 401k and invested the cash in a Vanguard Rollover IRA.  I I use one of Merriman's portfolios should I stage my investment over many months or invest it all immediately? 44:45 11.  I currently hold a large amount of cash and want to start investing.  Do you recommend a lump sum investment or dollar cost average over a few months? 48:25   Fine Tuning tables. 12.  Do you think the Avantis All Equity Markets Fund (AVGE) has enough small cap value to compete with the returns of your Worldwide 4 Fund Portfolio? 53:53 13.  How does the Avantis Small Cap Value ETF (AVUV) compare to the DFA Small Cap Value ETF (DFSX)? 56:46 14.  Do you recommend buying individual bonds instead of bond funds? 59:58 15.  Do you recommend moving to a target date fund with a later retirement to get more exposure to equities? 1:02:00 16.  What would happen if one of the Avantis funds closed?  Paul recommends reading this article. 1:03:39 17.  I own VBR (Vanguard Small Cap Value ETF) in a taxable account.  Should I take the tax hit and move the investment in AVUV (Avantis Small Cap Value ETF)? 1:07:00 18.  What is your opinion of holding target date funds or a fund of funds during retirement? 1:10:33 19.  What is the range of Price to Earnings (P/E) ratio of large and small growth and value funds? 1:13:00 20.  I think I need a professional advisor to help me with my financial decisions.  Will the fees I pay be covered by higher returns?  Financial Advisor services. 1:17:21

Dear Friends, On Saturday morning July 22, 2023 Chris Pedersen, our Director of Research, gave a free 2 hour online presentation to the Orange County Chapter of the American Association of Individual Investors (AAII).  Over 1400 people signed up and 650 showed up.  That is a record for signups as well as attendees for one […] The post Another Chris Pedersen Masterpiece first appeared on Paul Merriman. The post Another Chris Pedersen Masterpiece appeared first on Paul Merriman.

On July 22, 2023 Chris Pedersen gave a 2 hour online presentation to the Orange County Chapter of the American Association of Individual Investors (AAII).  The title was “Best In Class Fund Selection and Behavior.”  Over 650 people attended the presentation, a record turnout for our presentations.  The video will be available in the coming […] The post AAII Orange County Chapter Q&A first appeared on Paul Merriman. The post AAII Orange County Chapter Q&A appeared first on Paul Merriman.

On July 22, 2023 Chris Pedersen gave a 2 hour online presentation to the Orange County Chapter of the American Association of Individual Investors (AAII).  The title was “Best In Class Fund Selection and Behavior.”  Over 650 people attended the presentation, a record turnout for our presentations.  The video will be available in the coming weeks.  While  Chris answered  many questions during his presentation, there were over 60 questions remaining unanswered.  In this podcast and several to follow Chris and Paul will try to answer all of the questions.  Here are the answers to the first 16 questions: Should investors limit their bond holdings to short term bond funds? Are CDs a good place to park cash right now? Do you think investing in an internationally diversified index fund is a good way to manage currency risk? My wife and I are 70 with our portfolio 75% in cash.  Is now a good time to invest and should we put it all in now or dollar cost average?  Chris mentions a podcast on dollar cost averaging vs lump sum investing by Rob Berger. Dimensional Small Cap Value Fund appears to have less than a 2% return over the last 16 years.  Could that be true? For retired investors wouldn't it be prudent to apply a market timing system that will protect against a big selloff? How does your Ultimate Buy and Hold Portfolio compare to your other portfolios in terms of risk and return?  Paul mentions Table H1 at this link. Would an investor be better served in a target date fund or managing a simple 3 Fund Bogleheads portfolio?  Paul mentions H1 here as well. Why not put your bond holdings into a diversified stock fund that pays dividends, like the Schwab U.S. Dividend Equity ETF (SCHD)? What is average maturity of the short-term bond funds you recommend? If I don't have small cap value available in my 401k, should I substitute a small cap blend fund in my 2 Funds For Life portfolio? How does Portfolio Visualizer work on target date funds? Your charts show the possibility of an 81% decline.  Does that mean the fund could see the value fall from $100,000 to $19,000? Please explain the term investment factor. Instead of comparing different market factors, how would you compare the returns of different market sectors? Would you consider producing a factor regression video/course so do it yourself investors could learn to evaluate funds for themselves?

Former Seahawks NFL player to a park bench with nothing : Dave Des Rocher |  The Hopeaholics Podcast

Scott Empringham is the Owner and CEO of Empringham Media Group. For more than 21 years, his passion has been helping Fortune 50 companies to break through the clutter using digital marketing and social media to drive results in areas that matter most — customer retention and acquisition. Scott's mission is to share his digital marketing and social media expertise to drive new business, retain current customers, and conquer the competition. He is also a member of the Orange County Chapter of the Entrepreneurs' Organization (EO).  In this episode… If your business has to shut down and you leave empty-handed, how do you pick yourself up and start over? What is the first step you have to take? Today's guest was at his lowest point and found a way to pick himself up and rebuild. What are his secrets? When faced with calamity, it's hard to know where to turn. Scott Empringham decided to reach out for help which was the turning point he needed to start over. With a broad history of working in various industries worldwide, Scott leverages the power of his experiences to help companies and business leaders break through the clutter and focus on the direction they should take. Scott formulated an eight-step plan using digital marketing and social media to drive results in the business areas that matter most: sales and service.  In this episode of the Inspired Insider Podcast, Dr. Jeremy Weisz sits down with Scott Empringham, Owner and CEO of Empringham Media Group, who shares how he regained his position after closing his office and leaving with just a phone. He shares how he started over, the steps he took to move forward, and the value of asking for help. Scott talks about honing his speaking skills, learning valuable lessons from others, and highlights the common mistakes people make in the marketing process and how to avoid them.

Scott Empringham is the Owner and CEO of Empringham Media Group. For more than 21 years, his passion has been helping Fortune 50 companies to break through the clutter using digital marketing and social media to drive results in areas that matter most — customer retention and acquisition. Scott's mission is to share his digital marketing and social media expertise to drive new business, retain current customers, and conquer the competition. He is also a member of the Orange County Chapter of the Entrepreneurs' Organization (EO). In this episode… If your business has to shut down and you leave empty-handed, how do you pick yourself up and start over? What is the first step you have to take? Today's guest was at his lowest point and found a way to pick himself up and rebuild. What are his secrets? When faced with calamity, it's hard to know where to turn. Scott Empringham decided to reach out for help which was the turning point he needed to start over. With a broad history of working in various industries around the world, Scott leverages the power of his experiences to help companies and business leaders break through the clutter and focus on the direction they should take. Scott formulated an eight-step plan using digital marketing and social media to drive results in the business areas that matter most: sales and service.  In this episode of the Rising Entrepreneurs Podcast, Jeremy Weisz sits down with Scott Empringham, Owner and CEO of Empringham Media Group, who shares how he regained his position after closing his office and leaving with just a phone. He shares how he started over, steps he took to move forward, and the value of asking for help. Scott talks about honing his speaking skills, learning valuable lessons from others, and highlights the common mistakes people make in the marketing process and how to avoid them.

What goes into making an audiobook?This week we had a great conversation with Mary Castillo, a writer and audiobook narrator. Mary got started as a narrator with her own books, loved the process, and decided to dig in and learn the biz. The conversation is both informative—especially if you're thinking about doing audiobooks one day—and inspirational. Mary stepped out, took a risk, and it paid off. Mary Castillo is an audiobook narrator and author of romantic comedy and the Dori O. Paranormal Mystery series. Lost in the Light was nominated for the Daphne du Maurier Award in Paranormal Mystery and the winner of the Orange County Chapter of RWA's Book Cover contest.Question of the week: Have any of your books been turned into audiobooks? If not, are you planning on moving into audio? Let's chat on the Facebook page @AuthorWheel.Follow Us! Mary Castillo:Website: www.MaryCastillo.com, www.marycastillovo.comThe Author Wheel:Website: www.AuthorWheel.comFacebook: https://www.facebook.com/AuthorWheelGreta Boris:Website: www.GretaBoris.comFacebook: @GretaBorisAuthorInstagram: @GretaBorisMegan Haskell:Website: www.MeganHaskell.comFacebook & Instagram: @MeganHaskellAuthorJoin the free mini-course, 7 Days to Your Author Brand at www.AuthorWheel.com/stuff.Support the showComing soon - Foundations of Great Storytelling: Preparing to Write will launch on Kickstarter in April. We're bringing together our three Quick Guides plus a bonus Author Strategy section into a single paperback omnibus, and developing companion courses for each section. Follow our campaign and back us early for extra deep discounts!https://www.kickstarter.com/projects/authorwheel/preparingtowriteTags: #authorcareer, #audiobooks, #marycastillo, #romance, #mystery Support the showFREE Mini Email CourseHave you ever struggled to explain to others exactly what you write? Or wondered which of the many fiction ideas running through your brain you should tackle? If so, The Author Wheel's new mini-course might be your solution. 7 Days to Clarity: Uncover Your Author Purpose will help you uncover your core writing motivations, avoid shiny-thing syndrome, and create clear marketing language. Each daily email will lead you step by step in defining your author brand, crafting a mission statement, and distilling that statement into a pithy tagline. And, best of all, it's free. Click here to learn more!

Bruce and Jeff chat with Shannon Eusey, CEO and founder of Beacon Pointe Advisors, about how Shannon launched Beacon Pointe, the nation's largest woman-led RIA, and how the firm has continued to grow amid challenging times. Shannon also talks about how she's been able to run the company while becoming a mother of four. They also ponder the question of when big firms will start acquiring other big firms. Guest Bio: Shannon is the Chief Executive Officer of Beacon Pointe Advisors, the largest female-led Registered Investment Advisory (RIA) firm in the country serving private clients, foundations, and retirement plans. Prior to launching Beacon Pointe, Shannon served as Senior Managing Director and Portfolio Manager at Roxbury Capital Management and oversaw the socially responsible investment (SRI) platform for several years. Shannon is a member of the CNBC Financial Advisor Council and is regularly featured in The Wall Street Journal, InvestmentNews, Barron's, Forbes, Financial Planning Magazine, among other publications. In 2018 she was presented with the UC Irvine Lauds & Laurels Award and in 2017 the Orange County Business Journal Women in Business Award. Through Shannon's passion for financial education, she is a founding member of the Beacon Pointe Women's Advisory Institute and co-authored Your Dollars, Our Sense: A Fun and Simple Guide to Money Matters, an international best-selling book that has ranked #1 in six different business and finance categories.  Shannon graduated from the University of California, Irvine where she played Division I Volleyball and she received her MBA from the University of California, Los Angeles Anderson School of Business. Shannon is a member of the Young Presidents Organization (YPO) for the Orange County Chapter, and serves or has served on numerous boards including the Bank of California (BAC), the UCI Athletic Fund Board, the Charles Schwab Advisor Council, the TD Ameritrade Advisory Council, as well as Scratchworks, a FinTech accelerator that connects innovative tech companies with investment and wealth management luminaries to advance the digital transformation of the financial services industry.  As a dedicated philanthropist, she has also served on the Children's Hospital of Orange County Professional Advisory Committee, the Investment Committee of Sisters of St. Joseph in Orange, and served as the Executive Director of the HALO Foundation. Shannon is married, has four children, and lives with her husband in Newport Beach, California.

In this episode, we talk with Chris Baiocchi who is a Certified Fund Raising Executive (CFRE), nonprofit consultant, and was awarded Fundraiser of the Year from the Orange County Chapter of the Association of Fundraising Professionals. Chris has been in the nonprofit sector for almost 25 years. He shares his advice for people who want to get into a fundraising career and to those who are hesitant to take that first step in reaching out to volunteer.

** Suicide Awareness Month is September every year and to kick off this month I have a wonderful special guest named Shelley Pavlis. I was a guest on her podcast last September and I am so glad we got to talk about her journey. At 13 minute mark we do talk about Suicide. BIO: Shelley Pavlis is the current Co-chair and Project 2025 Champion of the Orange County Chapter of the American Foundation for Suicide Prevention. As Project 2025 Champion her role align with AFSP's goal nationwide to reduce the number of suicides by 20 by the year 2025. She also created and hosts a suicide awareness and prevention podcast called Hope Out of the Darkness. Like many of you, she has been affected by suicide in many ways. She had a beloved Aunt and an Uncle die by suicide, and her family never discussed how they died until recently, bringing home the stigma of talking about mental illness and suicide. Several other close family members suffer from severe depression, or anxiety and have lived experience or suicidal ideation as well. And the ultimate catalyst for her seeking out AFSP-OC for resources and to volunteer was when her son's friend died by suicide at 17 years old. She knew then she had to educate herself and learn the warning signs and how to help other loss survivors. Shell is a trained presenter for many suicide prevention education programs and is mental health first aid certified.  Her links:  https://linktr.ee/shellseeshell End of Show Notes: Please email jared.diehl@gmail.com if you would like to be a guest on the podcast. Please leave us a review on Apple Podcasts: https://podcasts.apple.com/us/podcast/jared-diehl-the-louder-now-podcast/id1454818946 Follow me on Instagram: https://www.instagram.com/theloudernowpodcast/ *** call 988 to reach the Suicide and Crisis Lifeline.  TO CALL THE HOTLINE:  800-273-8255

On this episode of Investor Connect, Hall welcomes Jay Cormier, Founder and CEO of Eyedaptic. Headquartered in Orange County, California, Eyedaptic offers a comfortable wearable device that uses proprietary vision-enhancing software that effectively simulates a person's natural vision. Designed in conjunction with leading ophthalmology retinal specialists, low vision optometrists, and occupational therapists, AdaptiVu is completely non-invasive and worn like glasses. As a battery-powered optical vision aid, this device is considered FDA exempt. The Eyedaptic team is a combination of seasoned technology executives with multiple successful exits along with key opinion leaders in Ophthalmology, Optometry, and low vision, and together have developed and validated the product with a clinical study and hundreds of hours of beta usage. The peer-reviewed clinical study established a five times improvement in tasks of daily living and, on average, over a doubling of visual acuity. Eyedaptic is currently running a pilot program and working on its next product for expansion in the United States and then worldwide. In addition, their partnership with the world leader in low vision aids leads to an efficient and effective path to scaling user engagement, as well as possible early exit scenarios. Jay is an experienced technology executive and entrepreneur with a strong track record of founding, growing, and turning around businesses. Jay has led marketing, sales, engineering, operations, strategic partnerships, business development, new product strategy, and execution, and achieved results using his expertise in building high-performance, multi-disciplinary teams. Jay earned his BS in Electrical Engineering from Worcester Polytechnic Institute and an MBA from Northeastern University, and is active in Tech Coast Angels, Orange County Chapter, as well as mentoring at the University of California, Irvine Merage Business School. Jay discusses how he sees the AI medical device industry evolving, the growth rate of the sector, how Eyedaptic fits into the landscape, online sources he finds useful, and more. Visit Eyedaptic at , on LinkedIn at , and on Twitter at .   Reach out to Jay at , and on LinkedIn at . _______________________________________________________ For more episodes from Investor Connect, please visit the site at:    Check out our other podcasts here:   For Investors check out:   For Startups check out:   For eGuides check out:   For upcoming Events, check out    For Feedback please contact info@tencapital.group    Please , share, and leave a review. Music courtesy of .

In this episode, Susan Glusica shares her story of coming from a place of “not having enough to go around” and a mentality of scarcity, to a mentality of abundance, through working on Wall Street in a variety of roles, to starting her own financial planning business and then adding to that a coaching business around money mindset. What is your money mindset? Do you think of money as energy? Do you connect the dots between your health and your wealth? Both are important and without your health you can't enjoy your wealth and without wealth, you may run out of funds, if you have optimal health and live a long life! Tune in to learn how Susan can help you double and triple your wealth without having to work extra hours!!! More wealth in less time, who doesn't want that? And don't forget to check out her free gift! Sign up for Susan's free gift: 7 Prosperity Keys to Bring in More Money with Ease & they can also book an Expansion Call there where I will identify their biggest money block! http://www.SusanGlusica.com (www.SusanGlusica.com)   Your Guided Health Journey Membership – 1 month FREE Trial: https://yourguidedhealthjourney.com/membership-programs/ (https://yourguidedhealthjourney.com/membership-programs/) Health Kickstart Program: https://yourguidedhealthjourney.com/health-kick-start-detox/ (https://yourguidedhealthjourney.com/health-kick-start-detox/)  Complimentary 15-minute consult: https://YGHJappointments.as.me/free-consult (https://YGHJappointments.as.me/free-consult) Discover Your Toxic Load Quiz:  https://welcome.yourguidedhealthjourney.com/yourtoxicload (https://welcome.yourguidedhealthjourney.com/yourtoxicload)   About the Guest: My name is Susan Glusica. I am the UNRIVALED REALIZER. I am known for humanizing the fastest path to inviting in and receiving 2-3X more money because I stand for UNAPOLOGETIC PROSPERITY. What I want for myself I want for everyone! My clients expand their prosperity, generosity, and legacy...WITHOUT more bandwidth, working longer/harder, or inconsistent results. After 20 years in the “corporate cubicle” side of the financial services industry, I had a crisis of legacy and could no longer see my impact on the world. I wanted proximity with clients. I wanted to make a bigger, bolder difference in my life and the lives of others. After 8 years on the client-facing side, I realized, that no matter their income level, the biggest money challenge people face is being unaware of how to keep, give and grow more so they can be, do and have more. In 2018, I founded Unrivaled Realizations LLC and created my signature group coaching program, Money Realities & Realizations. Through my discovery of the 7 Money Realities, I created a powerfully practical method for attracting and realizing more money. In 2019 I innovated a quick results program to add $9K+ to your bank account in 30 days or sooner. In 2020 I added 90-minute Money Acceleration Sessions to quickly identify the top 3 ways to add $3K+ to your life, and in 2021, introduced The 10K Day. I co-hosted a popular 2018 WTBQ weekly radio show, “Wall Street to Main Street, Money Matters that Matter.” I am a multi-time international best-selling author, a Certified Speaker by—and Lifetime Member—Of women's Prosperity Network (WPN), former Leader of WPN's Orange County Chapter 2016-2018, and a member, of Polka Dot Powerhouse – Diamonds (2020-2022) and Lead Up for Women (2021-2022). I gratefully support Thanksgiving Together, The Woodson Center, and USO. I hold a Bachelor of Arts Degree in Humanities from New York University with honors. I am the proud recipient of New York University's Founder's Day Award for scholarly achievement. I reside in the scenic 4-season resort area of Northern Poconos in Pennsylvania with my husband and our cat and enjoy local nature walks, SCUBA, and good food. About the Host: Melissa is an Integrative Health Practitioner helping people get to the

With hundreds of hotels constructed and developed throughout his illustrious career, Robert (Bob) Olson is considered the top hotel developer in the United States. As the founder of R.D. Olson Development, a Newport Beach, California-based firm, Bob guides the strategic vision for the company with an active, hands-on approach toward every facet of construction and development. Bob is a recognized business leader, winning the Ernst & Young's Entrepreneur of the Year award, the 2016 Robert Mondavi Wine & Food Award, and the recipient of the Construction Financial Management Association's Construction Executive of the Year, as well as the Orange County Business Journal's Excellence in Entrepreneurship award. He was  recognized as a 2012 Hotel Icon by Real Estate FORUM magazine, and is a frequent speaker at leading industry events. R.D. Olson Development is recognized for its ability to identify and act on opportunities, delivering solid execution through all phases of design and development while maintaining focus on the business strategy and the bottom line. He established the company in 1997 following nearly 20 years as founder and CEO of R.D. Olson Construction. The majority of the firm's developments have occurred in the Western U.S. and Hawaii, though Mr. Olson has built projects on a nationwide basis. A specialist in developing hospitality properties, the firm is also experienced in the development of office, retail, multifamily and recreational projects. Mr. Olson's longstanding experience as a builder has proven to be highly beneficial for development projects. Mr. Olson is an active member of the Young Presidents' Organization (YPO), including having served as Chairman of the California Coast Chapter. His philanthropic activity includes serving on the Board of Directors and Executive Committee of the Orange County Chapter of the American Red Cross. Mr. Olson is an MBA graduate of the University of Southern California.

Shannon is the Chief Executive Officer of Beacon Pointe Advisors, the largest female-led Registered Investment Advisory (RIA) firm in the country serving private clients, foundations, and retirement plans. Prior to launching Beacon Pointe, Shannon served as Senior Managing Director and Portfolio Manager at Roxbury Capital Management and oversaw the socially responsible investment (SRI) platform for several years. Shannon is a member of the CNBC Financial Advisor Council and is regularly featured in The Wall Street Journal, InvestmentNews, Barron's, Forbes, Financial Planning Magazine, among other publications. In 2018 she was presented with the UC Irvine Lauds & Laurels Award and in 2017 the Orange County Business Journal Women in Business Award. Through Shannon's passion for financial education, she is a founding member of the Beacon Pointe Women's Advisory Institute and co-authored Your Dollars, Our Sense: A Fun and Simple Guide to Money Matters, an international best-selling book that has ranked #1 in six different business and finance categories.  Shannon graduated from the University of California, Irvine where she played Division I Volleyball and she received her MBA from the University of California, Los Angeles Anderson School of Business. Shannon is a member of the Young Presidents Organization (YPO) for the Orange County Chapter, and serves or has served on numerous boards including the Pacific Mercantile Board of Directors, the UCI Athletic Fund Board, the Charles Schwab Advisor Council, the TD Ameritrade Advisory Council, as well as Scratchworks, a FinTech accelerator that connects innovative tech companies with investment and wealth management luminaries to advance the digital transformation of the financial services industry.  As a dedicated philanthropist, she has also served on the Children's Hospital of Orange County Professional Advisory Committee, the Investment Committee of Sisters of St. Joseph in Orange, and served as the Executive Director of the HALO Foundation. Shannon is married, has four children, and lives with her husband in Newport Beach, California.

Keith Fiscus is the Founder and CEO of Innovative Career Resources and Staffing, a professional recruiting and staffing firm specializing in accounting, finance, biotechnology, pharmaceutical, nutraceutical, customer experience, and executive administrative professionals. He is based in Orange County, California.  Keith is also a proud veteran of the United States Army (Airborne). After completing his enlistment in the Army, he parlayed his experience as a combat medic into a career in the healthcare industry as an emergency room nurse. His experience in healthcare and passion for science inspired him to transition into the field of talent acquisition. He is also active in Entrepreneurs' Organization (EO) and served as President of the Orange County Chapter of EO. In this episode of the Smart Business Revolution Podcast, John Corcoran interviews Keith Fiscus, the Founder and CEO of Innovative Career Resources and Staffing, about his experience working as a combat medic in Thailand and his transition into entrepreneurship. Keith also talks about joining Entrepreneurs' Organization (EO), how his mother supported his business, and how he struggled before finding even greater success. Stay tuned.

Tracy Deforge is the CEO and Co-founder of The Players' Impact. The Players' Impact is a platform that empowers athletes and businesses exclusively for current and former professional athletes looking to preserve and build wealth through their premier private market investment opportunities. Some of their community members include Tracy McGrady, Gabby Douglas, and many more. Their portfolio companies include Cameo, DraftKings, Robin Hood, and others.  Shawn Springs is the CEO of Windpact, a materials data and technology company located in Leesburg, Virginia. He is passionate about protecting the next generation of kids, and the inspiration behind founding Windpact stems from his 13 seasons playing in the NFL. In 1997, he was drafted third overall in the first round, spent time with three teams — the Seahawks, Washington Football Team, and New England Patriots — and was in the Pro Bowl.  Donte Whitner was an 11 year NFL veteran, three-time pro-bowler, eighth overall pick in the 2006 NFL Draft, All-American at The Ohio State University, and NFL TV analyst with CBS Sports. He is a Partner and on the Athlete Advisory Board at Kirtland Hills Capital. Donte is also an accomplished real estate developer, NFLPA President of the Orange County Chapter, and sits on the advisory board of several organizations that help athletes understand the importance of financial literacy. In this episode… As an athlete, you have the power to do what you want with your money. Suppose you're looking to go into business or invest in any company. In that case, you need to change your mindset and take responsibility for the process, including vetting the professionals you want to work with. That can only happen with a change of perspective since many professional athletes are used to having professionals readily available to them.  How do you take ownership of your business life and understand it as well as you know your sports? Also, keeping in mind that the lifespan of your professional career is short, how do you start to plan your future, so you don't go bankrupt when you quit playing?  Listen to this episode of the Inspired Insider Podcast with Dr. Jeremy Weisz featuring Tracy Deforge, Shawn Springs, and Donte Whitner. They discuss and expose the truth about being an athlete in business, the mindset needed, the professionals to vet, the mentors to keep, and the low and high points of the journey. Stay tuned.

Dr. Ivar Roth graduated from the Illinois College of Pediatric Medicine after receiving his undergraduate degree from Cal State Fullerton. He served a three-year residency in foot and ankle surgery under the tutelage of a famous podiatrist, Dr. Lowell Weil. Dr. Roth also received a Master of Public Health degree from the University of Illinois. In practice since 1985, Dr. Roth is the founder and first president of the Orange County Chapter of American Academy of Private Physicians (AAAP). Born and raised in California, Dr. Roth is a second generation podiatrist. From an early age, he had a clear vision of his future in medicine. His favorite uncle, Dr. Harold “Chick” Weiner of Brooklyn, NY has been his greatest source of inspiration in choosing his profession.Concierge Podiatry and Spa is a unique combination of medical treatment with the best in spa services.From the front office receptionist to salon professionals, everything about Concierge Podiatry and Spa needed to be different from a traditional medical office or a deluxe spa. Welcome to Concierge Podiatry and Spa, a medical practice committed to addressing foot and toe medical issues in a relaxing spa environment. Dr. Ivar Roth, a Newport Beach podiatrist with over 35 years of experience, has created a service that integrates medical and aesthetic treatments that focus on bringing back the feet you remember in an environment that features the relaxation options of a premium spa.

Meet Susan Glusica. Her bio: I am the UNRIVALED REALIZER. I am known for humanizing the fastest path to inviting in and receiving more money because I am a stand for UNAPOLOGETIC PROSPERITY. What I want for myself I want for everyone! My clients expand their prosperity, generosity and legacy…WITHOUT more bandwidth, working longer/harder, or inconsistent results. After 20 years in the “corporate cubicle” side of the financial services industry, I had a crisis of legacy and could no longer see my impact in the world. I wanted proximity with clients. I wanted to make a bigger, bolder difference in my life and the lives of others. After 8 years on the client-facing side, I realized, no matter their income level, the biggest money challenge people face is being unaware how to keep, give and grow more so they can be, do and have more. In 2018, I founded Unrivaled Realizations LLC and created my signature group coaching program, Money Realities & Realizations. Through my discovery of the 7 Money Realities, I created a powerfully practical method for attracting and realizing more money. In 2019 I innovated a quick results program to add $8K+ to your bank account in 30 days or sooner. In 2020 I added 90-minute Money Innovation Sessions to quickly identify top 3 ways to add $3K+ to your life. I am a multi-time international best-selling author, a Certified Speaker by Women's Prosperity Network (WPN) , Leader of WPN's Orange County Chapter 2016-2018, and member, Polka Dot Powerhouse – Diamonds (2020-1). Connect with Susan: www.susanglusica.com www.Facebook.com/UnrivaledRealizer www.Pinterest.com/SusanGlusica

Welcome to RIMScast. Your host is Justin Smulison, Business Content Manager at RIMS, the Risk and Insurance Management Society.   In honor of Asian Pacific American Heritage Month 2021, this episode of RIMScast is featuring interviews with two prominent RIMS members to discuss their unique career experiences in the profession as well as some current key issues.   Today’s first guest, Charles Vu, manages the Enterprise Risk Management and Business Continuity efforts at the State Compensation Insurance Fund in California. He is also the Chapter President for the Orange County Chapter of RIMS. In their conversation, Charles speaks about what inspired him to get into risk management, how he celebrates Asian Pacific American Heritage Month and his advice to young Asian-American risk professionals.   Justin also speaks with Deyna Feng, the Director of Captive Programs with Cummins Inc. Before joining Cummins, Deyna was one of the lead loss adjusters with Crawford China for four years, working with domestic and international insurance companies for large and Catastrophic claims. Together, Justin and Deyna speak about her experience as an Asian-American in the risk profession and insurance industry, her views on the increase of anti-Asian sentiment over the last year, and her suggestions on what we can all do to celebrate and promote Asian Pacific American Heritage Month.   Key Takeaways: [:01] About RIMS’s Global Membership. [:25] About today’s episode! [:37] How to access RIMS LIVE 2021 sessions and keynotes online! [1:11] About upcoming RIMS webinars. [1:54] About today’s first guest, Charles Vu. [2:14] Justin welcomes Charles Vu to RIMScast. [2:23] Charles speaks about the work he is currently doing as the Chapter President of OCRIMS. [3:14] What inspired Charles to get into risk management. [6:24] Charles speaks about the people and mentors that have helped to succeed in his career. [7:22] How the previous President of OCRIMS introduced Charles to RIMS, eventually leading to him becoming the President. [8:27] How Charles celebrates and promotes Asian Pacific American Heritage Month, and what he recommends others do to also promote and celebrate this special month. [11:47] Charles shares his views on the increase of anti-Asian sentiment over the last year and how it compares to other acts of Asian bias in years past. [14:34] How long has Charles been a risk practitioner? [14:59] Charles gives advice to young Asian risk professionals as well as students looking to get into the risk profession. [16:36] Charles plugs OCRIMS. [17:17] Justin thanks Charles for joining RIMScast. [17:27] About upcoming RIMS virtual workshops and Spencer’s Risk Manager on Campus Program. [18:27] About this episode’s second guest, Deyna Feng. [18:41] Justin welcomes Deyna Feng to RIMScast. [18:51] What inspired Deyna to get into risk management, and her career journey as an Asian-American in the field of risk management. [21:02] Deyna’s mentors and how they’ve helped her succeed. [24:00] Deyna shares some ways that we can all celebrate Asian Pacific American Heritage Month. [26:21] Deyna shares her views on the increase of anti-Asian sentiment over the last year and how it compares to other acts of Asian bias in years past. [28:01] Deyna shares her experience as an Asian-American in the risk profession and insurance industry, and what she feels can be done to improve the experience. [29:32] Deyna’s advice to Asian professionals just starting out as well as students looking to get into the risk management industry. [30:24] Justin thanks Deyna for joining RIMScast. [30:31] Justin thanks both Charles Vu and Deyna Feng for joining RIMScast and highlights some of the links to check out in this episode’s show notes!   Mentioned in this Episode: RIMS Events, Webinars, and Services: Did you attend RIMS Live 2021? Sessions are accessible through June 30th, 2021. Log in with your badge number: RIMS LIVE 2021 If you did not attend RIMS Live 2021 but want to access on-demand content, purchase the ‘Post Event Virtual Pass’ for $499 to access the sessions, keynotes, and marketplace until June 30th. Visit: RIMS.org/RIMS2021 Spencer’s Risk Manager on Campus Program — Volunteer Today! Registration for the VIRTUAL Spencer & Gallagher Golf Tournament is now open! Visit SpencerEd.org for more information and to register through August 15th, 2021 (You choose the golf course and team all while continuing to support the Spencer Educational Foundation!) Upcoming Webinars: May 20, 2021 | “Demystifying How Your Property Data Drives Insurance Outcomes” | Sponsored by Archipelago May 27, 2021 | “The Dark Side of Human Nature: Preparing for Impact After a Year of Growing Tensions” | Sponsored by Beazley June 3, 2021 | “Building a Framework for Managing Climate-Related Damage Potential” | Sponsored by Beazley June 10, 2021 | “Mission Critical — Actionable Insights to Strengthen DEI Strategies for the Insurance Industry” | Sponsored by Gallagher CORE360 Insights Virtual Workshop: Contractual Risk Transfer | June 3-4 | Registration closes May 27 RIMS Virtual Workshops Upcoming RIMS Webinars On-Demand Webinars RIMS Advisory Services — Ask a Peer Mentioned in this Episode: RIMS Diversity Equity & Inclusion Page Orange County RIMS Chapter RIMS International Council Related RIMScast Episodes: “Diversity as a Successful Business Division with Rodney Johnson” “Diversity Lessons and Looking Forward with RIMS DE&I Council” “Pride Month 2020 with RIMS DE&I Council Members, Kevin Thomas, and Victoria Nolan” “Talking Diversity at the RIMS ERM Conference 2019” “Career Notes: RIMS Live 2021 Speaker Jade Simmons Talks Risk and Music” Download any episode of RIMScast. Related Content: RIMS Diversity & Inclusion Vision Statement RIMS D&I Three-Year Strategy RIMS Professional Report: “Understanding and Adapting to Your Remote Workforce,” by Chair Teressa Betty RIMS Risk Management Talent 2025 Report Asian Pacific American Heritage Month RIMS Publications, Content, and Links: Risk Management Magazine Risk Management Monitor RIMS Coronavirus Information Center RIMS Risk Leaders Series — New episode with Carol Fox now available! RIMS-Certified Risk Management Professional (RIMS-CRMP) RIMS-CRMP Stories —New Interview features 2021 Rising Star, Elliot Long RIMS Membership — Whether you are a new member or need to transition, be a part of the global risk management community! Spencer Educational Foundational   Want to Learn More? Keep up with the podcast on RIMS.org and listen on iTunes. Have a question or suggestion? Email: Content@rims.org.   Join the Conversation! Follow @RIMSorg on Facebook and Twitter, and LinkedIn.   Follow up with Our Guests: Charles Vu on OCRIMS Deyna Feng LinkedIn   Tweetables (For Social Media Use):   “A lot of people are not aware of Asian Pacific American Heritage Month and really, having a simple Zoom background is [one way] to start the conversation.” — Charles Vu   “Another way I’m able to really share about the importance of [Asian Pacific American Heritage Month] is really just talking to others about my own history [and] how I grew up and was raised here and [why] that experience matters.” — Charles Vu   “It’s not just an Asian issue. I would say … it’s really about a diversity and inclusion issue. And I think that’s something that RIMS has already started to address through a lot of the initiatives.” — Charles Vu   “There are lots of ways to celebrate Asian Pacific American Heritage Month. … Join the community and celebrate with … groups.” — Deyna Feng   “Asian-Americans in risk management and the insurance industry have a smaller population. We do not see Asian faces in … large conference[s] quite often to be frank.” — Deyna Feng   “It is important for young talents to develop their skills. The knowledge of risk management and insurance is fundamental. It requires many soft skills, as well.” — Deyna Feng

ABOUT: Dave thrives on connecting with people and finding ways to be of service. He leads the business development and sales teams at PATH2. He’s also an exceptional public speaker. He shares inspiring lessons from his own life — and from PATH2 — with students, veterans, community groups and business leaders. Dave took a winding path to our organization: After lettering in football and basketball at San Diego State University, he played pro football for the Seattle Seahawks (NFL) and Montreal Machine (WLAF). Following a brief stint as an actor, Dave worked his way up from Junior Financial Advisor at Fidelity Federal Bank to Branch Vice President in just 4 years. He later founded and served as CEO of Fallbrook Investment Services, handling wealth management for individuals, businesses and pension funds. Today, Dave serves on the boards of the California Council on Economic Education and Mission Sports. He’s also a Mentor for the Hispanic 100 and VP of the NFL Players Association, Orange County Chapter. STAY CONNECTED: www.path2.net ________________ Thank you again for joining us today! If you know anybody that would benefit from this episode please share it with them and help spread the knowledge and motivation. Don’t forget to show your support for the Rise Up For You Podcast by writing a review on iTunes. Your feedback helps the success of our show and pushes us to continuously be better! Check out www.riseupforyou.com for more podcast episodes, webinars, events, and more to help you get to the next level in your personal and professional life! You can also follow us on Facebook, Instagram, LinkedIn, and Youtube @riseupforyou Looking for more support? Grab your free coaching call with our team completely FREE! Bring your questions about Confidence, Leadership or Business and we will assign you the best coach to provide customizable support. SCHEDULE YOUR FREE CALL HERE calendly.com/riseupforyou/coaching

ABOUT: Bryan Starr is president and CEO of the Greater Irvine Chamber, one of the largest chambers of commerce in California, overseeing economic development, and tourism for the organization as well as the Irvine Chamber Education Foundation. Each of these areas has resulted in a significant economic impact for greater Irvine and Irvine area businesses. Under Starr’s leadership, the Chamber has earned numerous honors, including a Five-Star Accreditation, the highest rating awarded by the United States Chamber of Commerce; the President’s E-Award for Export Service; and the US Small Business Administration’s Community Excellence Chamber Award. He has led the Chamber in its role as a key steward of the Irvine Master Plan, by convening business, community, civic, non-profit, and education partners to sustain the economic health of the city. Starr was elected to serve on the 2019-2020 Board of Directors for the Association of Chamber of Commerce Executives, an association of more than 9,000 professionals who work for and with more than 1,300 chambers of commerce nationally. He also serves on the Chamber of Commerce Committee of 100, a group of chamber executives that represents their members to the U.S. Chamber of Commerce; the Association of Chamber of Commerce Executives Major Cities Council; and the Board of Directors of Los Angeles Chargers player Melvin Gordon’s Beyond the Flash Foundation, which provides economically challenged students with educational opportunities and resources to succeed. In 2019, Starr was named Executive of the Year by the Western Association of Chamber Executives, and among Orange County’s most influential people by the Orange County Business Journal. Prior to leading the Chamber, Starr served as senior vice president to Orange County Business Council, and earlier as CEO of the Building Industry Association of Southern California, Orange County Chapter. Starr has served on numerous public boards including Orange County Council of Governments, OC Waste, and Recycling, the City of Irvine’s Green Ribbon Commission, and was a founding board member of the Irvine Community Land Trust. Starr received his Bachelor of Arts in political science, with honors, from San Diego State University, and is a Veteran of the United States Coast Guard. STAY CONNECTED: Linkedin: https://www.linkedin.com/in/bryan-s-66494810/ __________________ Thank you again for joining us today! If you know anybody that would benefit from this episode please share it with them and help spread the knowledge and motivation. Don’t forget to show your support for the Rise Up For You Podcast by writing a review on iTunes. Your feedback helps the success of our show and pushes us to continuously be better! Check out www.riseupforyou.com for more podcast episodes, webinars, events, and more to help you get to the next level in your personal and professional life! You can also follow us on Facebook, Instagram, LinkedIn, and Youtube @riseupforyou Looking for more support? Grab your free coaching call with our team completely FREE! Bring your questions about Confidence, Leadership or Business and we will assign you the best coach to provide customizable support. SCHEDULE YOUR FREE CALL HERE calendly.com/riseupforyou/coaching

Marcia speaks with Sales & Networking Expert Diana Sabatino of ExSell Performance about how to use your community to not only attract customers but to make long-term customers.  Diana says that you need to give value first so that your customer gets to experience you.  Your community and network are the same way.  Building important relationships will lead to more sales. You can reach Diana @. Diana@ExSellPerformance.com You can build your community at https://www.eWomenNetwork.com. Check out the Orange County Chapter. ********* Please Subscribe ********** Please Comment********** Get Marcia's 6 Tips to help Small Businesses not only survive but THRIVEhttps://www.FAILProofBiz.com  Want Marcia's new book: BIG Profit Secrets-Exposed? Order it here:  http://bit.ly/BigProfitSecrets 

David Friedman is a longtime angel investor, and he became President of Tech Coast Angels’ Orange County chapter just recently. He has a plan to increase TCA’s engagement and member base, and we talked more about that in our conversation.  He’s also been a businessman and executive for technology, software, cloud, and service companies, with a passion for customer loyalty and building a success culture that makes employees enjoy working there. He also has developed what he calls “customer jujitsu” while helping companies bridge technology and business into an innovation mindset.David has commercialized more than $1.5 billion in new products during his career and also worked internationally across Europe and Asia. He builds businesses, he invests in and teaches the next generation of business leaders, and he gives back to executives and students at Camp Pendleton, UC Irvine’s Merage School of Business, and UCI Beall Applied Innovation.

Hicham Semaan was a great guest on Accelerate OC. He had such actionable advice and insights for startup company founders with regard to fundraising and investment, among much additional wisdom he shared.He is currently the President of the Orange County chapter of Tech Coast Angels (TCA), one of the largest affiliated groups of angel investors in the country, with 5 chapters from Santa Barbara to San Diego.  We talked a lot about angel investing and how TCA works.Prior to becoming a member of TCA, Hicham was CEO of QuickStart Intelligence, an e-learning company for IT Skills.  He led it through rapid growth and several M&A transactions.  He’s also been a General Manager, senior executive and senior adviser to other CEOs, management teams, private equity, and sits on several private company boards. He is respected for his strong vision, value creation, turn around, and acquisition expertise, and has successfully exited businesses. He is considered an expert in the technology, education, and real estate industries and has been a featured speaker at several industry events.Hicham has an MBA from UC Irvine and is very active with UCI and other local business groups, so has a long-standing personal investment in and commitment to Orange County.

Kim has always had a close relationship to earth. She started gardening with her father when she was old enough to drop corn seeds into the trough as he hoed. She and her husband have vegetable gardens, flower gardens and 8 chickens. Aware of climate change since before she can remember, she thought the government would need to take care of the problem. Immediately after the 2016 national election, she realized that the US government wouldn’t be taking any action at all. She decided that she personally must do everything she could to limit the climate crisis. So Kim retired her business as an independent jewelry appraiser last year. She is a homemaker, turned jewelry appraiser, turned climate activist. She trained with Al Gore twice, the first time in October, 2017. Then recently in August in Minneapolis. Her mission is to work with others to limit the climate crisis. Kim is honored to serve on the Orange County Commission for the Environment and the Orange County Planning Board. She feels that her most important work is Chair of Climate Reality, Orange County Chapter, and speaking to others about the climate crisis. People can call Kim at 919-260-3686 if they would like me to give a talk to their group. She can speak about the Green New Deal or just about climate change and solutions. She can speak to groups of 2 to 2000. Or email me at piraccik@gmail.com www.climaterealityocc.org fB at: The Climate Reality Project: Orange County, NC Chapter Instagram: @climate_reality_occ To be added to an email list for the Raleigh, Climate Reality Trainings: https://www.climaterealityproject.org/training Happenings! Next monthly Climate Reality Meeting, March 7, 10:30, Chapel Hill Library, 100 Library Dr. "Tackling Climate Change in the Southeast. Immediately before our monthly meeting, please join us to write postcards to Governor Cooper, 9:30 am at the library lobby Beginning this month, we will have a climate book swap table at our monthly meeting. Please bring a book that someone else might want to read. Take a book you want to read. Next months mtg, April 4, 10:30, Chapel Hill Library, 100 Library Dr. "Inspire Societal change: It's time to take a Stand against Climate Crisis." Protest Every Friday Morning, 8 to 10 am in front of the UNC-CH co-generation plant, at the corner of W. Cameron Ave. and S. Graham St. There are petitions and posters and a growing number of activists each week. For more information, contact Gary Richards. richards.gary057@gmail.com. CROCC Climate Solutions Book Club Everyone is welcome. We meet on the third Monday of every month, 3:00, at the Chapel Hill Public Library, 100 Library Dr. Attendees have stimulating conversations. Email Geri Nelson for more information. gerinelson4@gmail.com. April 22, Earthrise 2020, A global mobilization for climate action on the 50th anniversary of Earth Day!!! --- Send in a voice message: https://anchor.fm/rachel6014/message

You go Girl(s)! We sit down with the youth empowerment organization Girls Inc., the Orange County chapter.   Girls Inc. inspires girls to be strong, smart, and bold, through direct service and advocacy in an affirming, pro-girl environment.   Our guests are Lucy Santana, CEO of Girls Inc. of Orange County and teen Rachel Ravsten. STAY CONNECTED Christine on Facebook: https://www.facebook.com/ChristineDevineTVNewsAnchor Christine on Twitter: https://twitter.com/DevineNews Olympic & Bundy Facebook: https://www.facebook.com/olympicandbundy Olympic & Bundy Twitter: https://twitter.com/OlympicAndBundy Olympic & Bundy Instagram: https://www.instagram.com/olympicandbundy

Whether you are passing or failing your discrimination testing, this is a great episode to help get your arms around some of the key concepts and fundamentals behind coverage and discrimination testing.  My guest is Doug Van Galder, a Compliance Analyst with the ERISA Law Firm Boutwell Fay, who has worked with countless employers over his 35 year career to help them navigate the sometimes challenging testing waters.  We start with the basics, discuss strategies to improve testing results and believe it or not, we don’t even mention the concept of safe harbor until the very end!  As you’ll hear, its all about getting the  math to work in your favor!   Guest Bio Douglas Van Galder is a Compliance Analyst who is committed to the favorable tax-qualified status and success of the private and public pension systems in America. Therefore, Doug assists Boutwell Fay LLP Clients and their service providers in properly administering retirement plans that remain compliant and deliver the intended benefits. Boutwell Fay LLP is a highly rated, women-owned law Firm specializing in employee benefits and ERISA. We have seven Attorneys with Offices in Newport Beach, CA and New York City, NY. Boutwell Fay LLP is the only boutique law firm in Orange County, CA that focuses exclusively on employee benefits and ERISA. The Firm provides high quality legal services normally associated with large law firms, while its smaller size allows us to be more accessible to our Clients and more responsive to their needs. The Firm helps Clients with legal issues that arise in the context of: Qualified and Non-Qualified Plans, Health and Welfare Plans, Plan Corrections and Government Audits, ERISA and Fiduciary Consulting and ERISA Claims and Disputes. In his capacities as a Compliance Analyst, Third Party Administrator (TPA), Record Keeper, Executive, Plan Sponsor/Trustee and Fiduciary Administrator, Doug has amassed 34 years of experience in the intricate business development, compliance and consulting aspects of retirement plans. Most recently, Doug was an Executive Vice President with both QBI, LLC and Fiduciary Administration, LLC serving as Defined Contribution Practice Leader and a Fiduciary Administrator, respectively. He previously founded and was the President of Strategic Pension Services, Inc. (SPS), where he led expert teams of Consultants and Administrators. SPS was acquired by QBI, LLC in January of 2015. Doug is an Enrolled Retirement Plan Agent and earned the American Society of Pension Professionals & Actuaries' designation of Qualified Pension Administrator. He is also the President for the Orange County Chapter of the Western Pension & Benefits Council. 401(k) Fridays Podcast Overview Struggling with a fiduciary issue, looking for strategies to improve employee retirement outcomes or curious about the impact of current events on your retirement plan? We've had conversations with retirement industry leaders to address these and other relevant topics! You can easily explore over one hundred prior on-demand audio interviews here. Don't forget to subscribe as we release a new episode each Friday!

In today's show, we read Luke 21:25-36 and discuss the climate crisis and what we can do about it.    This is not a prediction of the end time, because the end time is simply the time we see the signs and take action. We reinterpret "the end time." The end time is now, but not in the sense of the end of the world. Instead, it is a new beginning.  Like the seasons, we should know the times we are in, yet we don't.  "In other words, seeing is more important than timing."  Join us for commentary on Luke and a panel discussion with Dennis Arp of the Citizens Climate Lobby, Orange County Chapter, Professor David Westfall, and my father, the Reverend Carl Procida. This prophetic show recorded in November of 2015 is just as relevant today as when it was first recorded. The lessons still apply today only with more urgency. It has been edited for easier listening.  

A trip to Pappy & Harriet's to see the band Gram Rabbit was Barbie's first visit to the desert. From then, she would travel back and forth between the desert and a corporate job in Long Beach - that's a long ride for the love of the desert.   After a medical diagnosis in 2008, Barbie Sommars sought alternative methods of healing and pain management and came to cannabis. She's moved from patient to activist to educator on her journey and currently leads the Orange County Chapter of Women Grow and produces cannabis infused Moonlight Movable Feasts through her High Dining brand. Barbie also founded Fairie Jane, a cannabis lifestyle brand, celebrating cannabis awareness and activism through the art of adornment.   In this episode, Barbie helps the uninitiated understand a bit about hemp and marijuana, the differences between the two and the biological reasons it's helping so many people with or without ailments. She also shares a bit about some of the products she promotes and the jewel-like blown-glass pieces she offers as an homage to the underground glass makers - the full story on that is in a film called Degenerate Art.  

On episode 57 of SOMEWHERE IN THE SKIES, Ryan pulls a wonderful interview from the archives where he and Shannon LeGro, host of Into the Fray Radio, interview UFO researcher and author, Harold Burt, about his "beginners guide" book titled, Flying Saucers 101. The book serves as a reference to the entire history of UFO studies and all the subtopics that come with it. In this particular interview, Burt discusses his thoughts on UFO cover-ups, Men in Black, Area 51, and perhaps most intriguing... structures on the moon. Whether you agree with Burt or not, this is a wonderful overview for newbies and a great refresher for veterans. Guest Bio: Harold Burt stays actively involved with the Orange County Chapter of MUFON (Mutual UFO Network), where he has served on the Board of Directors. He is also the coauthor of Unsolved UFO Mysteries, published by Time Warner Books and an editor of The UFO Magazine UFO Encyclopedia. He is currently working on several other books and educational projects. To learn more visit www.flyingsaucers101.com Visit Shannon LeGro at www.intothefrayradio.com Patreon: www.patreon.com/somewhereskies Official Store: CLICK HERE Website: www.somewhereintheskies.com Order Ryan's Book by CLICKING HERE Twitter: @SomewhereSkies Instagram: @SomewhereSkiesPod Opening Theme Song, "Ephemeral Reign" by Per Kiilstofte Closing song, "Awake" by Tycho SOMEWHERE IN THE SKIES is produced by Third Kind Productions, in association with eOne Entertainment

Somewhere in the lifecycle of most retirement plans, employers are faced with the inevitable decision, should I bundle or unbundle the administration of my plan?  There are several different perspectives on that question and some important considerations that employers should keep in mind.  To help sort though this, I was excited to welcome back Doug Van Galder, he would call himself a recovering Third Party Administrator and is now a compliance analyst with the ERISA law firm Boutwell Fay.  During our conversation we define the difference between recordkeeping and administration, discuss the profiles of groups who are more to unbundle administration and leave everyone with a few more thoughts to help guide you through the inevitable decision to bundle or unbundle the administration of your retirement plan.  Guest Bio Douglas Van Galder is a Compliance Analyst who is committed to the favorable tax-qualified status and success of the private and public pension systems in America. Therefore, Doug assists Boutwell Fay LLP Clients and their service providers in properly administering retirement plans that remain compliant and deliver the intended benefits. Boutwell Fay LLP is a highly rated, women-owned law Firm specializing in employee benefits and ERISA. We have seven Attorneys with Offices in Newport Beach, CA and New York City, NY. Boutwell Fay LLP is the only boutique law firm in Orange County, CA that focuses exclusively on employee benefits and ERISA. The Firm provides high quality legal services normally associated with large law firms, while its smaller size allows us to be more accessible to our Clients and more responsive to their needs. The Firm helps Clients with legal issues that arise in the context of: Qualified and Non-Qualified Plans, Health and Welfare Plans, Plan Corrections and Government Audits, ERISA and Fiduciary Consulting and ERISA Claims and Disputes. In his capacities as a Compliance Analyst, Third Party Administrator (TPA), Record Keeper, Executive, Plan Sponsor/Trustee and Fiduciary Administrator, Doug has amassed 34 years of experience in the intricate business development, compliance and consulting aspects of retirement plans. Most recently, Doug was an Executive Vice President with both QBI, LLC and Fiduciary Administration, LLC serving as Defined Contribution Practice Leader and a Fiduciary Administrator, respectively. He previously founded and was the President of Strategic Pension Services, Inc. (SPS), where he led expert teams of Consultants and Administrators. SPS was acquired by QBI, LLC in January of 2015. Doug is an Enrolled Retirement Plan Agent and earned the American Society of Pension Professionals & Actuaries' designation of Qualified Pension Administrator. He is also the President for the Orange County Chapter of the Western Pension & Benefits Council. 401(k) Fridays Podcast Overview Struggling with a fiduciary issue, looking for strategies to improve employee retirement outcomes or curious about the impact of current events on your workplace retirement plan? We've had conversations with retirement industry leaders to address these and other relevant topics! You can easily explore over 100 prior on-demand audio interviews here. Don't forget to subscribe as we release a new episode each Friday!

Body  Donna Boston is the Director of the Orange County Sheriff’s Department Emergency Management Division.  Ms. Boston’s career in Emergency Management spans 20 years. She has worked with local government at the City level and currently works with the Orange County Sherriff’s Department, Emergency Management Division.  Orange County’s population exceeds 3 million people with wide ranging diversity. Ms. Boston’s career experience includes managing municipal Emergency Management Plans, managing public relations programs, Emergency Operations Centers during active emergency response, directing emergency exercises, managing grants, coordinating community training programs, presenting training programs, serving on strategic planning work groups, and representing local government through the Nuclear Community Engagement Panel related to the San Onofre Nuclear Generating Station.  In her current position, Ms. Boston has managed the recovery for more than 8 federally declared disasters, and has worked through the cascading consequences of large scale emergencies, ranging from floods, landslides, communications outages to major wildland fires and earthquakes.  Ms. Boston is charged with managing Orange County’s Emergency Management Program, including County preparedness, mitigation, response, and recovery.    Ms. Boston has guided strategic planning in areas such as emergency planning for people with disabilities, access and functional needs; the use of technology during disasters; and the collaborative development of emergency plans with local government, private enterprise, non-profit and the faith community.  She works daily to provide leadership to the County, Region, and State in developing areas of emergency management.  Ms. Boston is known as an effective communicator who has presented to high level elected and appointed officials.    Ms. Boston’s educational background is built on a Bachelor of Arts degree from the University of California, Davis and a Graduate Degree in Public Policy and Administration (MPA) from the California State University, Long Beach.  In the past 20 years, she has attended an extensive amount of training on a variety of subjects related to emergency management.  Ms. Boston is also a Certified Emergency Manager (CEM) through the International Association of Emergency Management, served as the 2003 President of the Orange County Emergency Management Organization, and is a past Board Member of the Southern California Emergency Services Association.  Ms. Boston is also a past member of the Board of Directors for the Orange County Chapter of the American Red Cross and has been appointed to the San Onofre Nuclear Generating Station Community Engagement Panel.  In 2016, Ms. Boston was appointed to the National Advisory Council for the Federal Emergency Management Agency to serve for a three year term. Links linkedin.com/in/donna-boston-71930311 dboston@ocsd.org

Kevin and Todd discuss the ideas, challenges, and best practices for planning for the elderly and people with mobility and functional needs. Kevin has extensive experience in social services, elder issues and emergency services.  Kevin is currently providing training and consultation related to family and elder abuse and neglect issues and emergency/disaster planning.  Kevin is a member of the Orange County Disaster Medical Assistance Team (DMAT), he is a member of the John Henry Foundation Advisory Board, and a volunteer for the Orange County Chapter of the Alzheimer's Association-.  Links: http://www.napsa-now.org/ http://www.alz.org/oc/ http://www.eadassociates.com/ kevin.bigelow@gmail.com https://www.linkedin.com/in/kevin-bigelow-9b9a461b

Whether you are passing or failing your discrimination testing, well, this is maybe a bit more timely if you are failing testing, this is a great episode to help get your arms around some of the key concepts and fundamentals behind coverage and discrimination testing.  My guest is Doug Van Galder, a Compliance Analyst with the ERISA Law Firm Boutwell Fay, who has worked with countless employers over his 35 year career to help them navigate the sometimes challenging testing waters.  We start with the basics, discuss strategies to improve testing results and believe it or not, we don’t even mention the concept of safe harbor until the very end!  As you’ll hear, its all about getting the  math to work in your favor!   Just a quick reminder to provide your input on the one question you have always wanted to ask your employees but have been afraid to.  We have received some great questions already, but definitely want to hear from some more employers.  Go to 401kfridays.com/question to learn more and for the link to the survey.     We did have a couple gremlins who disrupted the clarity of our connection in a few spots early on, while everything is a understandable, we will do our best to keep them contained in the future. Guest Bio Douglas Van Galder is a Compliance Analyst who is committed to the favorable tax-qualified status and success of the private and public pension systems in America. Therefore, Doug assists Boutwell Fay LLP Clients and their service providers in properly administering retirement plans that remain compliant and deliver the intended benefits. Boutwell Fay LLP is a highly rated, women-owned law Firm specializing in employee benefits and ERISA. We have seven Attorneys with Offices in Newport Beach, CA and New York City, NY. Boutwell Fay LLP is the only boutique law firm in Orange County, CA that focuses exclusively on employee benefits and ERISA. The Firm provides high quality legal services normally associated with large law firms, while its smaller size allows us to be more accessible to our Clients and more responsive to their needs. The Firm helps Clients with legal issues that arise in the context of: Qualified and Non-Qualified Plans, Health and Welfare Plans, Plan Corrections and Government Audits, ERISA and Fiduciary Consulting and ERISA Claims and Disputes. In his capacities as a Compliance Analyst, Third Party Administrator (TPA), Record Keeper, Executive, Plan Sponsor/Trustee and Fiduciary Administrator, Doug has amassed 34 years of experience in the intricate business development, compliance and consulting aspects of retirement plans. Most recently, Doug was an Executive Vice President with both QBI, LLC and Fiduciary Administration, LLC serving as Defined Contribution Practice Leader and a Fiduciary Administrator, respectively. He previously founded and was the President of Strategic Pension Services, Inc. (SPS), where he led expert teams of Consultants and Administrators. SPS was acquired by QBI, LLC in January of 2015. Doug is an Enrolled Retirement Plan Agent and earned the American Society of Pension Professionals & Actuaries' designation of Qualified Pension Administrator. He is also the President for the Orange County Chapter of the Western Pension & Benefits Council.   401(k) Fridays Podcast Overview Struggling with a fiduciary issue, looking for strategies to improve employee retirement outcomes or curious about the impact of current events on your retirement plan? We've had conversations with retirement industry leaders to address these and other relevant topics! You can easily explore over fifty prior on-demand audio interviews here. Don't forget to subscribe as we release a new episode each Friday!

Tom Dunn began his professional career over 20 years ago on the Paramount Studios lot working for Entertainment Tonight in the post-production department. Since then he has gone on to produce, direct, write and edit hundreds of television commercials, documentaries, sports and entertainment programs and news stories. He has worked for local and national cable television networks, independent production companies and a local broadcast affiliate. Tom is the recipient of numerous national and regional awards for television production, including 4 Telly Awards and a Cable ACE Award. Tom served for 2 years as vice-president of the Orange County Chapter of the Media Communications Association International. Tom received his BA in Television, Radio and Film Production from California State University, Long Beach. (Bio from http://www.jpcatholic.com)

In today's show we read Luke 21:25-36 and discuss the climate crisis and what we can do about it.    This is not a prediction of the end time, because the end time is simply the time we see the signs and take action. We reinterpret "the end time." The end time is now, but not in the sense of the end of the world. Instead, it is a new beginning.  Like the seasons, we should know the times we are in, yet we don't.  "In other words, seeing is more important than timing."  Join us for commentary on Luke and a panel discussion with Dennis Arp of the Citizens Climate Lobby, Orange County Chapter, Professor David Westfall, and my father, the Reverend Carl Procida.

Mina Watkins of Results Coach joins host Doug Gfeller.  Mina is a certified ontological coach, the president-elect of the ICF Orange County chapter, a highly respected local coach and a good friend of Doug.  Listen to this interview to find out more about the role of the Orange County Chapter of the International Coach Federation.

Monday March 30th Doug Gfeller gave an in-depth look at the power of professional coaching and how it can transform a CEOs performance. Doug is a certified master coach and recent past President of the Orange County Chapter of the International Coach Federation. Find out more at www.thecoachingperspective.com