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Associates on Fire: A Financial Podcast for the Associate Dentist
In this episode of The Dental Boardroom Podcast, host Wes Read continues his series on common financial mistakes dentists make, with a deep dive into tax planning gaps that often lead to paying unnecessary taxes.Wes explains how many dentists rely on reactive tax filing instead of proactive tax planning, causing them to miss powerful deductions and make poor timing decisions. He breaks down practical, real-world strategies such as the Pass-Through Entity (PTE) tax election; overlooked deductions like kids on payroll, home office, vehicles, meals, and travel; and why depreciation must always align with cash flow.The episode also highlights the risks of overly aggressive tax strategies, why meeting with your CPA only once a year isn't enough, and how a CFO-style, proactive approach can significantly accelerate a dentist's path to financial independence.Key Topics CoveredCommon tax planning mistakes dentists makeHow the Pass-Through Entity (PTE) tax election worksWhy the timing of tax payments mattersLow-hanging tax deductions many dentists missKids vs. spouse on payroll (and when it makes sense)Home office, car, meals, and travel deductionsRisks of aggressive tax strategies like misused R&D creditsProper vs. improper use of depreciation (Section 179)The difference between reactive CPAs and proactive, CFO-style planningKey TakeawaysPTE tax election is a major opportunity: Dentists in high-tax states can significantly reduce federal taxes if payments are made correctly and on time.Cash timing determines deductions: Tax deductions only apply in the year money actually leaves your account.Small deductions compound: When combined, kids on payroll, home office, vehicle use, meals, and travel can create meaningful tax savings.Spouse on payroll requires retirement planning: Without a 401(k) or defined benefit plan, it can increase taxes instead of reducing them.Depreciation isn't free money: Misusing Section 179 can create future cash flow problems.Avoid crossing the line: Aggressive or poorly justified strategies increase audit risk.Tax planning follows cash flow planning: Taxes are a subset of cash flow—not the other way around.Proactive advice matters: Dentists benefit most from advisors who specialize in dentistry and meet multiple times per year.CFO-style planning accelerates wealth:...
In this episode, I'm joined by Lisa Candera, a fellow ADHDer, autism mom, attorney, and parent coach who helps parents regulate themselves first so they can better support their neurodivergent kids. This conversation is raw, honest, and deeply needed—especially if you've ever felt like you're holding everything together while quietly falling apart.Lisa and I talk about what really happens when parenting a neurodivergent child pushes you to your limits—emotionally, physically, and mentally. We explore why traditional parenting strategies often backfire, how parent regulation changes everything, and what to do when behaviors escalate beyond what feels manageable. If you're parenting a neurodivergent child and wondering, “Why isn't this working?”—this episode is for you.Lisa Candera is a single mom, attorney, ADHD-er, and autism mom coach. She helps parents of autistic children regulate themselves first so they can show up for their kids with compassion, clarity, and strength. Her upcoming book explores what it means to be a “solid object” for your child: not fixing, not co-escalating, but standing steady in the storm. She hosts The Autism Mom Podcast (top 2%) and has been featured in numerous top podcasts, like Turn Autism Around and On The Hard Days. Episode Highlights:[0:48] – Introducing Lisa Candera and why parent regulation matters more than we think [2:20] – The moment Lisa realized she was just as dysregulated as her son [3:22] – Why parent coaching often matters more than child-focused interventions [5:25] – How traditional parenting approaches can backfire with neurodivergent kids [6:13] – Lisa's late ADHD diagnosis and how it reframed her parenting and career [11:16] – Rejection Sensitive Dysphoria and taking your child's behavior personally [13:34] – When behaviors turn physical and safety becomes the priority [16:26] – Understanding the “order of operations” during behavioral crises [22:54] – How to find autism-informed medical and mental health support [27:22] – Why ABA isn't always the right fit, especially with OCD and anxiety [34:44] – Proactive strategies to reduce escalation before fight-or-flight hits [36:06] – Co-regulation vs. compliance and why “doing less” can help more [38:22] – Reframing behavior as communication—not disrespect [44:21] – Regulating yourself as a parent when you're triggered [49:41] – The truth Lisa wishes she could tell her past self Links & ResourcesLisa's website: https://theautismmomcoach.comLisa on Instagram: https://www.instagram.com/theautismmomcoach/ Lisa on Facebook: https://www.facebook.com/theautismmomcoach The Autism Mom Coach PodcastThank you for tuning into "SuccessFULL with ADHD." If this episode has impacted you, remember to rate, follow, share, and review our podcast. Your support helps us reach and help more individuals navigating their journeys with ADHD.
Being proactive in AEC has always been the goal but until now, it's been hard to achieve at scale. In this episode of Bridging the Gap, host Todd Weyandt is joined by David Spergel of Graitec to explore how AI is reshaping workflows to help project teams anticipate risk, surface intent earlier, and make better decisions across the project lifecycle. The conversation dives into how shared project artifacts, like drawings and PDFs, are evolving into intelligent layers that connect design teams, project managers, and the field. Rather than reacting to issues after they appear, AI-powered workflows help teams reduce ambiguity, improve communication, and move work forward with greater clarity and confidence. This episode offers a hopeful, practical look at how AI supports people, not by replacing expertise, but by enabling more proactive, aligned, and predictable project delivery. You'll Learn: How AI workflows are helping project teams shift from reactive problem-solving to proactive decision-making Why shared project artifacts like drawings and PDFs are evolving into intelligent layers that connect design, construction, and the field How surfacing intent and context earlier reduces coordination gaps, RFIs, and late-stage surprises Ways AI improves communication and collaboration without replacing human expertise or forcing new workflows What proactive, AI-enabled project delivery looks like and why it leads to more predictable outcomes MEET OUR GUEST David Spergel is an AEC technology leader with deep experience helping design and construction teams improve how they collaborate, communicate, and execute projects using digital tools. His background spans software enablement, workflow optimization, and customer-facing strategy, with a strong focus on how platforms like Bluebeam support real-world project delivery. David brings a practical, people-first perspective to emerging technologies, translating AI and data-driven workflows into clear, adoptable processes that help teams reduce risk, break down silos, and make better decisions across the project lifecycle. TODD TAKES AI isn't a threat. It's a force multiplier for people. In AEC, AI isn't replacing expertise. It's removing the tedious, time-consuming work that pulls teams away from judgment, creativity, and problem-solving. When the noise is reduced, people can focus on decisions that actually move projects forward. The industry's real opportunity is turning shared artifacts into shared understanding. Drawings, markups, and documents already hold enormous intent and context. When that information becomes easier to interpret and act on, teams spend less time searching for answers and more time aligning across design, construction, and the field. Better data leads to better conversations and better outcomes. When information is surfaced proactively instead of reactively, collaboration improves. Fewer misunderstandings, fewer late surprises, and clearer accountability create momentum toward predictability, trust, and stronger project delivery. Thanks for listening! Please be sure to leave a rating and/or review and follow up our social accounts. Bridging the Gap Website Bridging the Gap LinkedIn Bridging the Gap Instagram Bridging the Gap YouTube Todd's LinkedIn Thank you to our sponsors! Graitec North America Graitec North America LinkedIn Autodesk's Website Other Relevant Links: David Spergel's LinkedIn
Phil is joined by Elijah Matelson (@eli.james) to explore the significance of posture in maintaining long-term health and preventing injuries. Elijah shares his personal journey with posture, emphasizing the importance of being aware of how our bodies feel and move throughout the day. They discuss practical daily habits to improve posture, the necessity of preparing the body for physical demands, and the shift from a reactive to a proactive approach in health. The conversation concludes with actionable tips for listeners to enhance their posture and overall well-being. Posture is about how you feel in your body. Good posture can reduce aches and pains. Emotional state can influence physical posture. Personal experiences can shape our understanding of posture. Daily habits can significantly improve posture. Awareness of body positions is crucial for health. Proactive health practices are more effective than reactive ones. Strength, mobility, and agility are key components of fitness. Simple movements can lead to significant improvements in posture. The environment we expose our bodies to affects our posture. Find Elijah on the following socials; Instagram - https://www.instagram.com/eli.james/ Facebook - https://www.facebook.com/eli.matelson/ Contact the podcast - podcast@high5adventure.org Support the podcast - verticalplaypen.org
In this episode (#316) we focus on the critical role of proactive honesty in healing relationships impacted by addiction, betrayal, and trauma. Proactive honesty goes far beyond “not lying”—it means leading with truth rather than waiting to be confronted, asked the right question, or forced into disclosure. When honesty becomes reactive instead of proactive, trust erodes, emotional safety collapses, and partners lose the ability to make informed choices. We emphasize that honesty struggles are not limited to addicts; partners can also drift into dishonesty through self-silencing, conflict avoidance, or fear of toxic reactions.We examine the many reasons honesty breaks down, including fear of conflict, shame, habitual deception, emotional dysregulation, and attempts to manage or control others' perceptions. While these patterns may be understandable survival strategies, they are never harmless. Dishonesty—whether through outright lies, partial truths, minimization, or “everything's fine” responses—undermines accountability, intimacy, and recovery. We explain why clarity equals respect, why intent does not erase impact, and how avoiding the full truth often creates repeated betrayals rather than preventing harm.Finally, we outline what practicing proactive honesty actually looks like: catching dishonesty early, naming wrongs clearly, telling the whole truth, acknowledging impact without defensiveness, expressing accountability without shame, backing words with measurable actions, and allowing the other person's response without trying to control it. We also stress the importance of choosing appropriate environments for difficult conversations—without using that as an excuse to deceive. Proactive honesty is uncomfortable and challenging, but it is essential for rebuilding trust, restoring integrity, and creating relationships rooted in safety, authenticity, and real connection.For a full transcript of this podcast in article format, go to: What Does "Proactive Honesty" in Your Daily Life & Relationships Look Like?Learn more about Mark and Steve's revolutionary online porn/sexual addiction recovery and betrayal trauma healing program at—daretoconnectnow.comFind out more about Steve Moore at: Ascension CounselingLearn more about Mark Kastleman at: Reclaim Counseling Services
This week's show covers conflicts of interest in the financial advice space, what to do with cash in CD's, and discusses being proactive about planning for your own decline.
#752 What if the fastest way to more freedom, better clients, and a healthier life isn't working harder — but setting better boundaries? In this episode, host Brien Gearin welcomes back builder and podcast host Mark Williams (Mark D. Williams Custom Homes / The Curious Builder Podcast) for a powerful conversation centered on one core idea: boundaries create freedom. Mark shares how setting clear expectations — like communication protocols, protected meeting times, and even “no texting after hours” language written directly into client contracts — creates healthier client relationships, better projects, and a more sustainable business. The two also dig into personal boundaries at home, especially around phones and screen time, and why protecting your time, energy, and presence isn't selfish — it's what allows you to show up at your best for your business, your family, and yourself! What we discuss with Mark: + Boundaries create freedom + Client communication rules + No texting after hours + Protecting family time + Avoiding entrepreneurial burnout + Confidence in setting limits + Better clients through boundaries + Proactive communication systems + Wellness and performance + Leading by example Thank you, Mark! Check out Mark D. Williams Custom Homes at MDWilliamsHomes.com. Check out Mysa Hus at MysaHus.com. Listen to The Curious Builder podcast. Follow Mark on Instagram. Follow Mysa Hus on Instagram. Follow The Curious Builder on Instagram. Watch the video podcast of this episode! To get access to our FREE Business Training course go to MillionaireUniversity.com/training. To get exclusive offers mentioned in this episode and to support the show, visit millionaireuniversity.com/sponsors. Learn more about your ad choices. Visit megaphone.fm/adchoices
Today's guest is Vasili Triant, CEO of UJET. UJET is a next-generation cloud contact center platform leveraging AI to modernize customer experiences. Vasili joins Emerj Editorial Director Matthew DeMello to unpack the shift from reactive customer service to proactive, data-driven engagement — and why the transition matters for enterprises rethinking the role of their contact centers. The conversation also explores how fragmented data stacks hinder real-time decision-making, why proactive service improves lifetime customer value, and what enterprises can change today to build contact centers that operate more like strategic customer hubs than cost centers. Want to share your AI adoption story with executive peers? Click emerj.com/expert2 for more information and to be a potential future guest on the 'AI in Business' podcast! This episode is sponsored by UJET.
In this episode of Entrepreneur Conundrum, Virginia Purnell sits down with Alison Mullins — an award-winning sales leader, two-time best-selling author, and founder of Rep Methods — to talk about what actually drives growth in trade-based businesses.Alison shares why public speaking, trade shows, and real conversations consistently outperform social media in her industry — and how too many sales professionals stay stuck being reactive instead of proactive.You'll also hear Alison's candid take on:Why most sales and marketing efforts fail before they start How referral and “co-op” relationships create faster momentum than cold outreach What it really cost to publish her first book — and why it was worth every dollar The challenge of collecting authentic testimonials in a paid-review world Using AI as a second brain, not a shortcut Her new workforce development summit helping high-school students build real communication skills and land internshipsThis episode is especially valuable for entrepreneurs, sales professionals, and trade-based business owners who want sustainable growth without relying on constant social media posting.Key Questions(01:31) How did you get to where you are today?(05:09) Authoring your books, was it worth it?(06:48) Who do you serve these days? Who's your ideal people?(07:42) How do you get in front of these people?(11:49) Do you utilize past clients' relationships that way to get your Google reviews or testimonials and stuff like that?(14:53) What are some of your big goals in the next year or two?(18:27) What is the best advice that you have ever received?(20:40) What's the best advice you've given?(21:54) You consult and coach, correct?(28:47) Where can we go to learn about you and what you do?(29:26) What about your books? Where can we go for those?Alison Mullinswww.repmethods.comwww.alphacolores.comhttps://www.linkedin.com/in/alisonmullins/https://www.facebook.com/alisonlearvahttps://www.facebook.com/repmethods/https://www.instagram.com/repmethods/Virginia PurnellFunnel & Visibility SpecialistDistinct Digital Marketing(833) 762-5336virginia@distinctdigitalmarketing.comwww.distinctdigitalmarketing.com
In this episode of the Risk Management Show, we explore "AI in Risk: Proactive Strategies Every Leader Needs," featuring Garry Singh, President of IIRIS Consulting. With over 28 years of experience in risk management, forensic analysis, and consulting, Garry shares invaluable insights on integrating AI into proactive risk strategies, balancing human judgment with machine intelligence, and navigating algorithmic bias. He discusses how AI transforms risk management from reactive to predictive, ensuring organizations stay ahead in cybersecurity, sustainability, and operational resilience. If you want to be our guest or suggest a guest, send your email to info@globalriskconsult.com with the subject line "Podcast Guest Inquiry."
Healing Your Inner Child, The Neuroscience of Addiction & NeuroRepatterningCravings are not a lack of willpower. They are learned neurological responses.In this episode, I go deep into the neuroscience of addiction and relapse, breaking down what cravings actually are, why they feel so compelling, and how unresolved emotional memory and inner child wounds quietly drive the urge to escape.You will learn how the brain wires alcohol to relief, safety, and regulation and why traditional recovery approaches fail to address the deeper neural and emotional patterns that keep people stuck in cycles of quitting and relapsing.This episode introduces the core mental models behind NeuroRepatterning and explains how sustainable freedom from alcohol comes from retraining the nervous system, reprocessing emotional memory, and restoring internal safety rather than relying on suppression or willpower.Inside this conversation, you will explore:• The neuroscience of cravings and why they are prediction errors, not commands• How early emotional experiences shape adult coping patterns and addictive behavior• Why inner child work is essential for long-term sobriety and emotional regulation• How unresolved trauma lives in the nervous system and drives relapse• What NeuroRepatterning is and how it rewires the brain at both conscious and unconscious levels• Practical ways to move through cravings without fighting yourselfThe Stop Drinking Coach is a neuroscience-informed alcohol recovery and life coaching system built on seven core pillars:• Proactive lifestyle transformation across mind, body, spirit, and neurochemistry• Daily dopamine optimization to support mood, motivation, and up to 80 percent fewer cravings• Tactical emotional and nervous system regulation skills• Weekly coaching calls, community integration, and accountability structures• A clear, step-by-step path to healing trauma through guided meditative and neural reprocessing experiences• Tools to reprocess past memories, reclaim personal power, and define a clear future identity• A private, judgment-free community rooted in growth, empowerment, and self-respectThis approach allows you to let go of alcohol in a way that feels natural, embodied, and sustainable by addressing the real drivers beneath the behavior.Thank you to everyone who continues to listen and support this work. If you are ready to understand yourself more deeply, regulate your nervous system, and begin a real path to freedom, this episode is for you.To follow a proven system and step into the next chapter of your life, visitwww.thestopdrinkingcoach.comFill out an application and join the private community to access the full NeuroRepatterning system, coaching, tools, and support.If this episode helped you, please subscribe and leave a five-star review. Millions of people are struggling in silence, and your review helps this message reach the person who needs it most.Thank you for listening.#stopdrinking #quitdrinking #sober #sobercurious #addictionrecoveryConnect with me:Instagram and TikTok: @thestopdrinkingcoachWebsite: www.thestopdrinkingcoach.comEmail: Support@thestopdrinkingcoach.com
professorjrod@gmail.comIn this episode of Technology Tap: CompTIA Study Guide, we explore how proactive detection surpasses reactive troubleshooting in cybersecurity. For those preparing for their CompTIA exam, understanding the subtle clues and quiet anomalies attackers leave behind is essential for developing strong IT skills and excelling in tech exam prep. We dive deep into the critical indicators that help you detect security compromises early, providing practical knowledge essential for your technology education and IT certification journey. Join us as we equip you with expert insights to sharpen your detection abilities and enhance your competence in protecting systems effectively.We walk through the behaviors that matter: viruses that hitch a ride on clicks, worms that paint the network with unexplained traffic, and fileless attacks that live in memory and borrow admin tools like PowerShell and scheduled tasks. You'll learn how to spot spyware by the aftermath of credential misuse, recognize RATs and backdoors by their steady beaconing to unknown IPs, and use contradictions—like tools disagreeing about running processes—as a signal for rootkits. We also draw a sharp line between ransomware's loud chaos and cryptojacking's quiet drain on your CPU and fan.Zooming out, we map network and application signals: certificate warnings and duplicate MACs that hint at man-in-the-middle, DNS mismatches that suggest cache poisoning, and log patterns that betray SQL injection, replay abuse, or directory traversal. Along the way, we talk about building Security+ instincts through scaffolding—A+ for OS and hardware intuition, Network+ for protocol fluency, and Security+ for attacker behavior—so indicators make sense the moment you see them.If you want a sharper eye for subtle threats and a stronger shot at your Security+ exam, this guide will train your attention on the tells adversaries can't fully hide. Subscribe, share with a teammate who handles triage, and leave a review with your favorite indicator to watch—we'll feature the best ones in a future show.Support the showArt By Sarah/DesmondMusic by Joakim KarudLittle chacha ProductionsJuan Rodriguez can be reached atTikTok @ProfessorJrodProfessorJRod@gmail.com@Prof_JRodInstagram ProfessorJRod
Federal Tech Podcast: Listen and learn how successful companies get federal contracts
One famous cartoon featured two vultures sitting on a fence; one turned to the other and said, "I am sick of waiting, let's kill something." When it comes to preventing cyberattacks, the federal government is well known for a defensive approach. They have security systems, air gap systems, and even a zero-trust approach. This defensive approach is essential but may not give the federal government a complete view of how to protect data. Today, we sat down with Chris Jones, Nightwing's Chief Technical Officer. He outlines some of the characteristics of a concept called "offense informs defense." This is a method that Nightwing has developed through over 40 years of working with federal technology leaders. For example, they developed their Counter Trace service, which uses offensive cyber strategies to defend critical infrastructure. The service involves proactively hunting for vulnerabilities, identifying access points, and analyzing digital evidence to expose cyberattacks. During the interview, Jones mentions that the GSA has received this approach well. In fact, Nightwing recently won all six GSA Highly Adaptive Security Services categories. These handle security aspects like Penetration Testing, Incident Response, Risk Assessments, Cyber Hunt, and High Value Asses Assessments. Jones emphasizes the importance of initiative-taking, cybersecurity, AI integration, and collaboration across agencies to adapt to protect federal data.
The three proactive security principles of visibility, prioritization, and remediation have always been the foundation of vulnerability management teams. But these teams face continuous challenges. How do you address these challenges? Erik Nost, Senior Analyst at Forrester, joins Business Security Weekly to break down the six questions that need to be answered for each proactive security principle: who, what, when, where, why, and how. The introduction of generative AI (genAI) into proactive security promises to provide a broader and speedier ability to answer these questions, providing further opportunities for the proactive security market to grow. In the leadership and communications segment, What the CEO and C-Suite Must Ask Before Building an AI Enabled Enterprise, Don't Underestimate the Value of Professional Friendships, What Kevin Bacon Can Teach You About Cybersecurity Career, and more! Visit https://www.securityweekly.com/bsw for all the latest episodes! Show Notes: https://securityweekly.com/bsw-430
The three proactive security principles of visibility, prioritization, and remediation have always been the foundation of vulnerability management teams. But these teams face continuous challenges. How do you address these challenges? Erik Nost, Senior Analyst at Forrester, joins Business Security Weekly to break down the six questions that need to be answered for each proactive security principle: who, what, when, where, why, and how. The introduction of generative AI (genAI) into proactive security promises to provide a broader and speedier ability to answer these questions, providing further opportunities for the proactive security market to grow. In the leadership and communications segment, What the CEO and C-Suite Must Ask Before Building an AI Enabled Enterprise, Don't Underestimate the Value of Professional Friendships, What Kevin Bacon Can Teach You About Cybersecurity Career, and more! Show Notes: https://securityweekly.com/bsw-430
The three proactive security principles of visibility, prioritization, and remediation have always been the foundation of vulnerability management teams. But these teams face continuous challenges. How do you address these challenges? Erik Nost, Senior Analyst at Forrester, joins Business Security Weekly to break down the six questions that need to be answered for each proactive security principle: who, what, when, where, why, and how. The introduction of generative AI (genAI) into proactive security promises to provide a broader and speedier ability to answer these questions, providing further opportunities for the proactive security market to grow. In the leadership and communications segment, What the CEO and C-Suite Must Ask Before Building an AI Enabled Enterprise, Don't Underestimate the Value of Professional Friendships, What Kevin Bacon Can Teach You About Cybersecurity Career, and more! Visit https://www.securityweekly.com/bsw for all the latest episodes! Show Notes: https://securityweekly.com/bsw-430
We need to move from Reactive to Proactive. Breaking down a few easy ways to brighten your mind and stop the mental fatigue that comes from constantly making decisions. Here's a checklist to help you: perfectyourpurpose.com/post/the-decision-free-zone-checklist
People Leave™ — and in 2026, the pace and intensity of transition is accelerating. In this episode, Naomi Hattaway, interim leader and organizational health builder, shares what it actually takes to build nonprofit health through uncertainty before someone resigns. We talk about the hidden fragility that uncertainty exposes (founder dependency, undocumented roles, disengaged boards), and the practical foundations that help teams stay aligned when everything feels on fire.You'll walk away with concrete tools for transition readiness, including how to:Treat turnover as normal — not a crisis — so you plan for departures instead of getting blindsidedBuild real financial resilience with reserves and budgets that account for searches, interims, and transition supportCreate simple documentation so critical knowledge isn't trapped in one person's headGrow “endings literacy” by talking openly about departures, loss, and what it means to leave wellCenter humanity in hard moments with grief-aware practices, dignified layoffs, and stay interviews Because healthy systems don't stop people from leaving — they make it possible for people to leave well.Episode HighlightsUnderstanding Uncertainty in 2026 (02:06)Proactive vs Reactive Approaches (05:39)The Importance of Infrastructure (07:54)Endings Literacy: Navigating Transitions (13:30)Creating a Culture of Grief and Loss (22:00)Leaving Well: The Art of Transition (28:26)Human-Centered Change in High-Stress Environments (31:25)Naomi's One Good Thing (35:07)Dive Deeper:Naomi's WebsiteTransition Archetype QuizEpisode Shownotes: www.weareforgood.com/episode/673Thank you to our partners
In this episode of Beer and Money, Ryan Burklo and Alex Collins discuss the challenges and strategies associated with over-concentrated stock positions, particularly in the context of tech companies and other large firms. They explore the risks of having a significant portion of one's wealth tied to a single stock, the emotional connections that can complicate decision-making, and the importance of coordinated financial planning. The conversation covers various strategies for unwinding concentrated positions, including selling shares, tax implications, and alternative methods such as options and exchange funds. The hosts emphasize the need for a systematic approach to managing concentrated wealth and the importance of seeking professional guidance. Check out our website: beerandmoney.net Find us on YouTube: https://www.youtube.com/@beerandmoney Subscribe to our newsletter: https://www.quantifiedfinancial.com/subscribe-now Check out our Instagram: https://www.instagram.com/ryanburklofinance?igsh=ZTJzN3Jnajd5M2Mw Ryan Burklo's LinkedIn profile: https://www.linkedin.com/in/ryanburklo/ Alex Collin's LinkedIn profile: https://www.linkedin.com/in/alexandercollins/ For a quick assessment of your current financial life go to: https://www.livingbalancesheet.com/lbsVision/lite/RyanBurklo #over-concentratedstock #financialplanning #riskmanagement #investmentstrategies #taximplications #stockoptions #wealthmanagement #diversification #financialadvisor #concentratedwealth Takeaways Many clients have concentrated stock positions due to RSUs or stock options. Concentrated risk can become significant over time, especially in tech. Emotional ties to a company can complicate financial decisions. It's crucial to consider future changes in company leadership. Planning to unwind concentrated risk can take months or years. Tax implications can complicate the selling of concentrated stock. Diversification is key to managing concentrated positions. Coordinating with financial and tax professionals is essential. There are strategies to manage concentrated stock without selling. Proactive planning can prevent financial stress in retirement. Chapters 00:00 Introduction to Over-Concentrated Stock Positions 02:51 Understanding the Risks of Concentrated Wealth 05:53 Planning Considerations for Unwinding Concentrated Risk 08:55 Strategies for Managing Concentrated Stock Positions 12:06 Alternative Approaches to Selling Stock 15:06 Conclusion and Call to Action
Welcome to another insightful episode of Build a Better Agency! This week, host Drew McLellan tackles the critical—yet often underestimated—legal side of agency mergers and acquisitions. Joined by agency law specialist Sharon Toerek, Drew explores all the ways agencies can better prepare for buying or selling a business and avoid the legal pitfalls that can delay deals, drive up costs, or even kill transactions entirely. Sharon Toerek shares from her first-hand experience helping agencies on both the buy and sell side, breaking down the foundational legal elements every agency owner needs—whether or not they plan to sell someday. Together, they dig into everything from the importance of robust client and employee contracts, to protecting intellectual property, to the necessity of having proper corporate governance documents in place. Sharon explains how missing or incomplete contracts can erode agency valuations, scare buyers, and create costly last-minute headaches. The conversation also covers the nuances of deal documentation, the significance of a well-prepared due diligence process, and the real-world "war stories" that illustrate why legal readiness matters so much. Drew McLellan and Sharon Toerek offer listeners practical, actionable steps to start shoring up their agreements, documents, and internal processes now—not just in anticipation of a sale, but as fundamental best practices for running a sustainable, valuable agency. Don't miss this episode if you want to eliminate unnecessary risks, maximize the value of your agency, and ensure a smoother M&A journey whenever the time comes. By the end, you'll have a to-do list that can strengthen your agency's foundation today and set you up for a more profitable, stress-free exit tomorrow. A big thank you to our podcast's presenting sponsor, White Label IQ. They're an amazing resource for agencies who want to outsource their design, dev, or PPC work at wholesale prices. Check out their special offer (10 free hours!) for podcast listeners here. What You Will Learn in This Episode: The critical role of client contracts and why agencies need to centralize and consistently document them The importance of up-to-date employee agreements and talent documentation to protect agency value Intellectual property as a major driver of agency valuation (and how to properly identify and secure IP assets) The need for clear, accessible corporate governance and owner agreements to prevent deal slowdowns Why preparing legal foundations early smooths M&A transactions and safeguards potential deal value How lack of organization or missing documents can delay, diminish, or even derail agency sales Proactive legal preparation as both a best practice and a profit generator for agencies
Most of us want to live well. We want good relationships, peace in our decisions, and fewer regrets—but nobody really teaches us how to do that. That's where the book of Proverbs comes in. Proverbs isn't a story and it's not a list of religious rules. It's God's wisdom for real life. It talks about how we use our words, how we choose friends, how we handle money, anger, work, and temptation. Written mainly by King Solomon—one of the wisest people who ever lived—Proverbs was designed to train people, especially the young, in how life actually works. Proverbs shows us there are two paths we can walk: the way of wisdom or the way of foolishness. And the choices we make on those paths shape the lives we end up living. For the next 31 weeks we are going to study every chapter, every word and every truth that flows from the Book of Proverbs. There will be a few breaks through the next 31 weeks for stand alone messages, but by the end of 2026 our hope is that you walk in the ways of the wise and live well.
#743 What if you could actually remove fake or damaging reviews from your Amazon listings? In this episode hosted by Kirsten Tyrrel, we sit down with Shane Barker — longtime entrepreneur, digital marketing expert, and founder of TraceFuse — to uncover how he cracked the code on Amazon review removal after two years of relentless testing. Shane shares his wild journey, including how he built a performance-based SaaS company that's helped over 500 clients delete 13,000+ harmful reviews — saving Prime Days, Christmas sales, and entire businesses in the process. Whether you're a seasoned seller or just getting started, this episode is packed with insights on resilience, reputation management, and the surprising impact of a single bad review! (Original Air Date - 5/22/25) What we discuss with Shane: + Cracking Amazon's review removal system + From SEO agency to SaaS founder + Why bad reviews destroy sales + How TraceFuse removes fake reviews + The impact of star ratings on revenue + Free tool for Amazon sellers + Performance-based pricing model + Importance of emotional control in business + Ethics in reputation management + Proactive vs. reactive review strategy Thank you, Shane! Check out TraceFuse at TraceFuse.ai. Follow Shane on LinkedIn and Twitter. Watch the video podcast of this episode! To get access to our FREE Business Training course go to MillionaireUniversity.com/training. To get exclusive offers mentioned in this episode and to support the show, visit millionaireuniversity.com/sponsors. Learn more about your ad choices. Visit megaphone.fm/adchoices
Feeling Safe vs Being Safe in Therapy - How to Reference Non-Academic Resources In Episode 361 of the Counselling Tutor Podcast, your hosts Rory Lees-Oakes and Ken Kelly explore three vital topics for students and practitioners of counselling and psychotherapy: Firstly, in ‘Ethical, Sustainable Practice', Rory and Ken examine managing isolation in counselling practice, highlighting why counsellors may experience isolation, the impact of emotional labour, and the importance of maintaining professional connections. Then in ‘Practice Matters', Rory speaks with psychotherapist Claire Ratcliffe about the subtle but essential distinction between feeling safe and being safe in therapy, and what this means for clients and therapeutic practice. And finally, in ‘Student Services', Rory and Ken offer practical guidance on how to reference non-academic resources in academic assignments. Managing Isolation in Counselling Practice [starts at 03:29 mins] Rory and Ken reflect on managing isolation in counselling practice, exploring the isolating nature of counselling work and how the emotional labour involved can take a toll if not proactively addressed. Counsellors often work alone - especially in private or online practice - reducing professional interaction. Confidentiality prevents therapists from sharing day-to-day experiences, contributing to feelings of disconnection. Emotional labour builds up over time and, without an outlet, can lead to burnout or compassion fatigue. Proactive self-care, social hobbies, and peer engagement are essential for maintaining emotional balance. Supervision and CPD groups offer vital opportunities for connection and support. Personal development through reflective practice helps therapists process isolation and stay grounded. Feeling Safe vs Being Safe in Therapy [starts at 19:00 mins] Claire Ratcliffe joins Rory to unpack the nuanced difference between being in a safe environment and actually feeling safe enough to engage in therapy. A therapist may offer a structurally safe space, but clients may not feel safe due to past trauma or relational history. Feeling safe is a nervous system response developed through consistent, attuned, and non-defensive relational experiences. Transference may cause clients to project past harm onto the therapist - naming and exploring this supports healing. Emotional safety allows clients to express discomfort or anger - a sign of growth and nervous system regulation. Therapists must do their own reflective and supervision work to hold client projections non-defensively. The therapeutic process itself may not always feel safe. Even with a safe therapist, clients need time to build tolerance to emotional vulnerability. How to Reference Non-Academic Resources [starts at 44:52 mins] Ken and Rory explain how to correctly use and cite non-academic resources in counselling training assignments. Academic work should be referenced using primary academic sources (e.g. Rogers, Freud), not interpretations by tutors or websites. Resources like Counselling Tutor are useful for understanding theory but should not be cited as the original source. Counselling Tutor provides full reference lists for its materials, supporting students in finding and citing academic texts. There are exceptions: students can cite guest experts in CPD lectures, or books authored by Counselling Tutor. A dedicated reference guide is available at https://counsellingtutor.com/reference/ Understanding referencing standards supports academic integrity and successful assignment writing. Links and Resources Counselling Skills Academy Advanced Certificate in Counselling Supervision Basic Counselling Skills: A Student Guide Counsellor CPD Counselling Study Resource Counselling Theory in Practice: A Student Guide Counselling Tutor Training and CPD Facebook group Website Online and Telephone Counselling: A Practitioner's Guide Online and Telephone Counselling Course
Ria and Mack Story share how dealing with a boss you can't stand boils down to three core options: Quit and Find a New Job and a New Boss: How you quit reveals A LOT about your character. Will you shine or whine?Stay and Be Proactive: addressing issues head-on through open communication and personal development as you rise above the friction.Stay and Be Reactive: moaning, groaning, and whining without building any trust or increasing your influence.Proactive choices often earn respect, maintain relationships, and open doors, while reactive choices create friction, rupture relationships, and decrease your influence.#careeradvice #careertips #careeradvancement #successtips
In this episode: Why "goals" beat New Year's resolutions (and how business owners can take that mindset into tax season). A rundown of 2026 tax law changes that matter most for business owners—especially those involving deductions, 1099s, and retirement contributions. Proactive security and document exchange tips during tax season (and why SafeSend might be your new best friend). Key updates for employers: 1099 filing thresholds are changing, and new fringe benefit rules might affect your planning. Why HSAs and Roth 401(k) catch-ups are worth a closer look this year. Diane Laird, Downtown Dover Partnership Diane Laird, Executive Director of the Downtown Dover Partnership (DDP), shares how Dover's revitalization has evolved from piecemeal, market-driven change to a coordinated, community-led transformation. With decades in interior design and urban policy, she explains how a master plan has brought together public, private, and nonprofit stakeholders under one vision. Key projects like the Mobility Center and a mixed-use redevelopment of the old Acme site are already underway, backed by creative financing and strategic zoning changes. The DDP's new nonprofit, Capital City Transformation Alliance, will reinvest parking revenue directly into future improvements, an unusual and impactful move. Diane also previews Winterfest 2026, a free downtown celebration with ice sculptures, food trucks, music, and more—all part of a broader effort to boost foot traffic, local pride, and small business success downtown.
In this episode, Shawn Soole sits down with Sean Finter — operator, trainer, and mastermind behind some of North America's most respected hospitality playbooks. From frontline execution to strategic leadership, Sean breaks down how to build systems, culture, and habits that help teams scale without losing soul.
In this episode, Dr. Karen Litzy and Dr. Stephanie Weyrauch discuss the evolving landscape of physical therapy as they look ahead to 2026. They explore the identity crisis within the profession, the shift from volume to value, the role of AI, the importance of clinician leadership, and the need for community building over social media algorithms. The conversation emphasizes the proactive nature of physical therapy and the opportunities for growth and visibility in the field. Takeaways · Physical therapy is at a pivotal moment with evolving technology. · The profession faces an identity crisis regarding its role and value. · Visibility and storytelling are crucial for physical therapy practices. · AI can enhance patient care by taking over mundane tasks. · Clinicians should embrace leadership roles beyond traditional settings. · Building community is essential for the future of healthcare. · Proactive care can prevent injuries and improve quality of life. · Trust is the new currency in healthcare interactions. · Physical therapists can help patients age gracefully and actively. · Advocacy for the profession is vital for its future growth. Chapters · 00:00 Introduction to the State of Physical Therapy · 11:22 APTA's Strategic Framework for 2030 · 14:52 Physical Therapy's Identity Crisis and Opportunities · 26:26 Navigating the Identity Crisis in Physical Therapy · 32:24 The Shift from Volume to Value in Healthcare · 36:39 Embracing AI: A Tool for Enhancement, Not Replacement · 40:41 Clinicians as Leaders: Expanding Roles Beyond Treatment · 45:19 Building Community Over Algorithms More About Dr. Weyrauch: Stephanie Weyrauch, PT, DPT is a doctor of physical therapy with MovementX in Billings, Montana. She helps people across all ages and abilities reduce pain, increase strength, restore mobility and balance, and optimize performance. Specialties: -Pelvic Health PT for All Genders -Pre/Post Pregnancy & Obstetric Rehabilitation -Sports Injury Recovery and Prevention -Hands-On Manual Therapy -Post-Surgical Rehabilitation -Balance Training & Falls Prevention -Group or Family Sessions -Telehealth (offered in North Dakota, Montana, Connecticut, and Minnesota) Resources from this Episode: Stephanie on Instagram Stephanie on LinkedIn Stephanie on Substack Dr. Eva Norman's Healthy Wealthy & Smart episode Dr. Rebecca Seagraves Instagram Jane Sponsorship Information: Book a one-on-one demo here Mention the code LITZY1MO for a free month Follow Dr. Karen Litzy on Social Media: Karen's Instagram Karen's LinkedIn Subscribe to Healthy, Wealthy & Smart: YouTube Website Apple Podcast Spotify SoundCloud Stitcher iHeart Radio
Most people treat taxes like an unavoidable expense. The wealthy treat them like a strategy. In this episode, I break down how high net worth individuals and families legally and ethically use taxes to build wealth instead of losing it. We walk through the mindset shift, the incentives built into the tax code, and the four biggest strategies the wealthy use to lower their effective tax rates while compounding assets. This is not about loopholes or shortcuts. It is about understanding how the system works and using it intentionally. If you are tired of reacting to taxes and want to start planning ahead, this episode is your starting point. Episode Timeline and Highlights 00:00 Why taxes are a blueprint not a bill 01:15 The mindset difference between classes 03:00 Why the tax code rewards behavior 04:20 Business ownership and pre tax strategies 06:40 Depreciation explained simply 08:30 Real estate and tax efficiency 10:20 Proactive planning versus reaction 12:00 DIY or delegate 13:30 How to start using the system Key Takeaways • Taxes are an incentive system • Ownership changes how you are taxed • Depreciation creates real advantages • Real estate compounds wealth and tax efficiency • Planning ahead reduces stress and taxes • Education is the real advantage Quotables "The wealthy do not fear taxes. They design around them." "Taxes are not the enemy. Ignorance is." "Playing offense with money starts with understanding the rules." Closing If this episode gave you clarity, share it with someone still paying taxes blindly. You do not need to cheat. You do not need to be ultra rich. You just need to learn the system and use it intentionally.
In this enlightening conversation, Dr. Keith Haney speaks with Dr. Greg Stewart about the intersection of leadership, personal growth, and emotional intelligence. Dr. Stewart shares insights from his book, i3 for Leaders,' emphasizing the importance of embracing negative emotions as tools for growth. He introduces the iCubed framework for processing emotions and discusses the significance of critical thinking and spiritual development in effective leadership. The conversation also touches on balancing career ambitions with personal life and the importance of proactive teachability in overcoming blind spots. Dr. Stewart's legacy aspirations and the feedback he receives from readers further enrich this thought-provoking dialogue.TakeawaysNegative emotions can be powerful tools for growth.Reflect on your responses during difficult times.Focus on solutions rather than problems.Creating a mission statement aligns with personal values.Critical thinking is essential for effective leadership.Emotional intelligence and personality interplay in leadership.Spiritual development is crucial for authentic leadership.Proactive teachability helps eradicate blind spots.Every decision is driven by emotional goals.Legacy is about continuous growth and integrity.
In this episode of Thoughts Unlocked, Skot Waldron dives into the dangers of reactive leadership, a mindset where leaders constantly respond to problems instead of proactively guiding their teams with clarity and purpose. Skot discusses how reactionary tendencies erode trust, create confusion, and exhaust both leaders and employees. He shares practical insights on how leaders can shift from reactivity to intentional, consistent communication, emphasizing the importance of self-awareness, emotional regulation, and aligning actions with long-term goals. Whether you're leading a team or aspiring to become a better communicator, this episode challenges you to pause, reflect, and lead with intention and not reaction. Timestamps: 00:00 Intro 01:28 Putting out fires: the trap of constant reactivity 03:03 The psychology behind reactivity (Daniel Kahneman's System 1 vs. System 2) 04:18 Shifting from a threat mindset to an opportunity mindset 05:08 Reactive vs. Proactive leaders (the difference in behavior) 06:48 Weekly challenge (Catch yourself in a reactive moment) 07:36 Outro Website: skotwaldron.com
Mark sits down for a conversation with Carter Anderson. Carter discussed his desire to live a proactive life in spite of the fact that life is unpredictable. Carter believes the predictable life does not exist. Those who try to make their life predictable will find it to be empty. If you would like to sign up for Carter's email simply click the link below. https://subscribepage.io/5O2YxuSupport the show
In this episode of Beer and Money, Ryan Burklo discusses the common misconception of financial progress, particularly among high earners who may feel stressed despite increasing net worth. He emphasizes the importance of building confidence in financial planning, understanding cash flow, and having clarity about one's financial situation. The conversation highlights the need for proactive financial management and the value of working with a financial advisor to navigate uncertainties and optimize financial outcomes. Check out our website: beerandmoney.net Find us on YouTube: https://www.youtube.com/@beerandmoney Subscribe to our newsletter: https://www.quantifiedfinancial.com/subscribe-now Check out our Instagram: https://www.instagram.com/ryanburklofinance?igsh=ZTJzN3Jnajd5M2Mw Ryan Burklo's LinkedIn profile: https://www.linkedin.com/in/ryanburklo/ Alex Collin's LinkedIn profile: https://www.linkedin.com/in/alexandercollins/ For a quick assessment of your current financial life go to: https://www.livingbalancesheet.com/lbsVision/lite/RyanBurklo #financialplanning #confidence #cashflow #lifestyle #financialadvisor #wealthbuilding #RSUs #marketswings #financialscorecard #financialprogress Takeaways The illusion of financial progress can lead to stress. High income does not always equate to financial confidence. Spreadsheets show outcomes but not the full financial picture. Many people face a certainty problem rather than a money problem. Understanding cash flow is essential for financial planning. Optimizing finances requires clarity about lifestyle goals. Conversations about money with partners are crucial. Financial plans should adapt to changing circumstances. Knowing your financial situation can provide peace of mind. Proactive financial management helps in achieving desired outcomes. Chapters 00:00 The Illusion of Financial Progress 02:48 Building Confidence in Financial Planning 06:04 Understanding Cash Flow and Lifestyle 08:50 The Importance of Financial Clarity
Alex Goldfayn is the CEO of a high-performance revenue growth consultancy that helps companies boost sales by 15–30% annually. A three-time Wall Street Journal bestselling author, his works include Pick Up The Phone & Sell, 5-Minute Selling, and Selling Boldly.Known as one of the most sought-after keynote speakers in the industry, Alex is famous for shifting mindsets from fear to confidence and from selling to helping. He is driven by a mission to help organizations turn ordinary outreach into extraordinary, predictable growth.SHOW SUMMARYIn this episode of the Selling from the Heart Podcast, Larry Levine and Darrell Amy are joined by Alex Goldfayn, Founder and CEO of Outgrow. Alex shares actionable strategies from his latest book, Outgrow: How to Expand Market Share and Outsell Your Competition, focusing on how to boost sales by being proactive rather than reactive.The conversation dives deep into the "miracle tool" of the telephone and the importance of purposeful outreach when nothing is wrong, rather than only calling when there is a problem. Alex provides powerful insights on overcoming the fear of rejection and maintaining the consistency required to achieve significant organic growth while selling with genuine heart.KEY TAKEAWAYSService-First Mindset: Selling from the heart is a shift in perspective, it is about helping your clients, not just closing a deal.The Proactive Edge: Predictable, organic sales growth is driven by proactive outreach, not by reacting to urgent or stressful problems.Purpose Over Pressure: Meaningful growth is the result of consistent, purposeful actions rather than increased pressure.Reframing Rejection: Rejection is a natural part of the sales process; remember that every “no” brings you one step closer to a “yes”.The Power of the Phone: Using the phone proactively sets you apart in a digital world because most of your competitors simply aren't doing it.Trust as a Catalyst: Building authentic relationships and deep trust is the primary driver of long-term professional success.HIGHLIGHT QUOTESWe are the helpers, we're the salespeople. It's righteous work.Proactive is when nothing is wrong; reactive is in response to something urgent or stressful.Sales growth doesn't come from more pressure, it comes from more purpose.If the phone came out after email, we would all think it's a miracle tool.
In today's episode, I sit down with Ryan Heath, Founder of Trustpoint Legal, to explore what a modern “Family Office 2.0” actually looks like and why the old models are falling short. We talk about how family offices are evolving from static wealth preservation vehicles into operating businesses built around people, purpose, and multi-generational decision making. Ryan shares lessons from working closely with families navigating liquidity events, succession, and generational transitions, and why flexibility and intentional design matter more than rigid structures. The conversation centers on treating the family office as a living organization, not just a collection of legal documents. Many can relate to putting in strategic plans for their businesses, their health, etc. What's funny is we often don't put the same planning into what's most important to us - our family. Ryan is on a mission to help families change that. We discuss: What defines a Family Office 2.0 and how it differs from traditional family office models Why legacy, values, and human dynamics drive long-term outcomes more than tax efficiency How flexible mandates help families adapt as generations, priorities, and circumstances change The risks of poor communication and rushed planning during liquidity events or succession How intentional family meetings and shared mission statements strengthen multi-generational alignment This episode is especially valuable for founders and families rethinking how to structure wealth, leadership, and legacy in a way that actually works across generations. Links: Ryan on LinkedIn - https://www.linkedin.com/in/ryanheath1/ TrustPoint Legal - https://www.trustpointlegal.com/ Topics: (00:00:00) - Intro(00:05:11) - Legacy over wealth(00:09:04) - Flexibility in estate planning(00:18:25) - The importance of transparency(00:27:22) - Handling family conflicts(00:42:00) - Proactive planning and transparency(00:52:15) - The silver tsunami and trusts for grandchildren(00:54:28) - Ruling from the grave(00:57:49) - Trustees and their roles(01:01:38) - Understanding family offices(01:06:39) - The three pillars of a family office(01:09:21) - The complexities of 678 trusts(01:12:40) - Family limited partnerships explained(01:15:13) - The importance of succession planning(01:22:52) - Coordinating family meetings(01:30:33) - The perfect family office: a case studySupport our Sponsors Ramp: https://ramp.com/powers Collateral Partners: https://collateral.com/fort Chris on Social Media: Chris on X: https://x.com/fortworthchris Instagram: https://www.instagram.com/thefortpodcast LinkedIn: https://bit.ly/45gIkFd Watch POWERS on YouTube: https://bit.ly/3oynxNX Visit our website: https://www.powerspod.com/ Leave a review on Apple: https://bit.ly/45crFD0 Leave a review on Spotify: https://bit.ly/3Krl9j POWERS is produced by https://www.johnnypodcasts.com/
The divorce rate in the church is brutal… and even the “good Christian marriages” are often passionless, disconnected, and living like roommates.Your marriage isn't just suffering from communication problems. A lot of the time, it's suffering because your faith has trained you to be safe. Polite prayers. Low-risk obedience. Zero authority. And then you come home and wonder why you feel timid, passive, bored… and why your wife can feel that void the moment you walk through the door.In this episode, I'm going to flip over a rock you may have never considered: there's a direct connection between how you treat Holy Spirit power (authority, miracles, boldness)… and how you show up as an attractive, confident, joy-filled husband. When you stop living in “if it's your will” faith—and you start living in Kingdom authority—you stop hovering like a puppy dog… and you start becoming dangerous again.
In this episode of the Uplevel Dairy Podcast, Peggy continues her series from Hornstead Dairy in Brillion, Wisconsin, featuring an in-depth conversation with Brian Horn. Brian shares the journey of transforming a simple 4-H project into a cutting-edge dairy operation driven by technology and innovation. The episode highlights how the multi-generational farm utilizes advanced monitoring tools like the smaXtec Health Management System to boost efficiency and proactive care. Touching on the evolution of dairy farm technologies, challenges, and the crucial role of family, this episode provides insights into progressive dairy farming practices.This Episode is Brought to you by smaXtecsmaXtec is the internal health management system for dairy cows. The unique bolus technology measures internal temperature, rumination, drinking cycles, activity, and more. smaXtec helps dairy farmers of any size make confident, data-driven decisions that lead to healthier cows, fewer treatments, and better performance. With early detection and 24/7 monitoring, dairies can stay ahead of herd health issues and focus on long-term herd success. Find out more: https://smaxtec.com/us/00:00 Introduction to Hornstead Dairy's Journey01:01 Brian Horn's Early Days and Family Legacy02:29 Technological Evolution in Dairy Farming04:54 Adopting Advanced Monitoring Systems08:30 Impact of Technology on Farm Management15:58 Future Generations and Technological Integration21:58 Conclusion and Reflections
In this timely and hard-hitting episode, Dr. Dave Chatterjee is joined by Sandeep Pauddar—an accomplished global auditor with over 30 years of experience—to challenge a deeply entrenched misconception: that cybersecurity certifications and compliance are merely regulatory checkboxes. Instead, the conversation reframes compliance as a strategic asset—one that can strengthen trust, resilience, and competitive positioning in an era defined by AI, global regulations, and escalating cyber risk.Drawing on real-world breach examples, audit insights, and cross-industry comparisons, Pauddar explains why organizations that treat compliance reactively often pay a steep price—financially, operationally, and reputationally. Dr. Chatterjee integrates his Commitment–Preparedness–Discipline (CPD) governance framework to demonstrate how leadership mindset, continuous audit readiness, and disciplined execution transform certifications from defensive necessities into engines of strategic value.Together, they explore why leadership engagement—not regulatory pressure alone—determines compliance effectiveness, how audit culture can shift from adversarial to collaborative, and why proactive organizations outperform peers by embedding governance into everyday operations rather than scrambling after incidents occur.Time Stamps00:49 — Episode introduction and framing compliance as competitive firepower02:22 — Podar's professional background and global audit experience05:01 — Real-world consequences of non-compliance07:30 — Sector comparisons and leadership mindset gaps09:36 — Global regulatory approaches to cybersecurity and AI12:33 — Compliance overload and framework fatigue14:56 — Why audits fail to drive change16:10 — Shifting from adversarial to collaborative audits18:17 — Leadership's role in cybersecurity culture21:44 — Proactive vs. reactive compliance models23:54 — Leadership best practices for audit readiness25:45 — CPD framework applied to certifications29:37 — AI standards and proactive governance34:24 — Human risk, awareness, and phishing realities37:44 — Closing reflectionTo access and download the entire podcast summary with discussion highlights -https://www.dchatte.com/episode-98-beyond-certification-turning-compliance-into-competitive-firepower/Connect with Host Dr. Dave ChatterjeeLinkedIn: https://www.linkedin.com/in/dchatte/ Website: https://dchatte.com/Books PublishedThe DeepFake ConspiracyCybersecurity Readiness: A Holistic and High-Performance ApproachArticles PublishedRamasastry, C. and Chatterjee, D. (2025). Trusona: Recruiting For The Hacker Mindset, Ivey Publishing, Oct 3, 2025.Chatterjee, D. and Leslie, A. (2024). “Ignorance is not bliss: A...
In marketing, word-of-mouth testimonials are among of the most effective ways to promote a product or service. For professionals, having people on your side is always valuable. In this episode, I encourage you to take the first step by doing something positive for someone else. Perhaps, down the road many of these people will reciprocate and come to your aid as your personal advocate. The post Ep. 386 – The Power of Proactive Advocacy appeared first on Just Saying.
[Original air date: May 8, 2025]When it comes to investor relations, an organization's communication strategy should be a key instrument to support its business strategy. While this may seem obvious, so often we get this wrong. In this episode, CJ hosts a masterclass on investor relations with Samuel Levenson of the Arbor Advisory Group and Jon Neitzell of Andruil Partners, focusing on the strategic role of IR in driving company valuation. They cover what “audience opportunity” really means and what to do when you've attracted the wrong investors. They talk about metrics, KPIs, and OKRs, plus why management credibility and conveying conviction can make or break your IR strategy. They also discuss what has changed in the IR profession over time and what hasn't (but probably should) before suggesting changes you can make to drive impact immediately.—LINKS:Samuel Levenson on LinkedIn: www.linkedin.com/in/samlevenson/Jon Neitzell on LinkedIn: www.linkedin.com/in/jonathan-neitzell/Arbor Advisory Group: www.arboradvisorygroup.com/Anduril Partners: https://www.andurilpartners.ai/CJ on LinkedIn: https://www.linkedin.com/in/cj-gustafson-13140948/Mostly metrics: https://www.mostlymetrics.com—RELATED EPISODES:Investor Relations as a Strategic Weapon: A Masterclasshttps://youtu.be/ac9xmURhAqE—TIMESTAMPS:00:00:00 Preview and Intro00:02:22 Welcome to Sam and Jon00:03:12 Linking Business Strategy and Communication00:05:01 Proactive vs. Reactive Investor Relations00:06:39 Tailoring the Message by Investor Type00:08:05 Audience Opportunity and Ideal Shareholders00:11:05 When the Investor Base No Longer Fits00:12:21 Shifting Investors as Industries Change00:13:16 Optionality Comes From Patient Shareholders00:14:40 Conveying Conviction Through Credibility00:17:03 Why Investor Days Build Trust00:18:02 Metrics Versus Storytelling in IR00:19:10 Choosing Metrics the Market Actually Rewards00:22:30 Valuation Disconnects and Investor Confusion00:23:17 Finding Metrics That Truly Drive Value00:25:33 Avoiding Bad Capital Allocation Decisions00:26:20 Disclose Versus Guide: Confidence Intervals00:27:35 Knowing What You Don't Know00:29:33 Science Versus Art in Storytelling00:33:11 When Algorithms Become Your Audience00:33:56 Passive Investing Now Dominates Markets00:35:16 Linking OKRs to Value-Driving KPIs00:36:42 Closing the Strategy-Metrics Feedback Loop00:38:07 When Investors Sense Operational Confidence00:39:47 Why IR Becomes Strategy Consulting00:41:28 Why IR Teams Stay Undersized00:43:23 Sam's Accidental Entry Into Investor Relations00:44:34 Mentorship Over Formal IR Training00:46:18 How Markets Outpaced IR Practices00:47:01 Investor Days Go Virtual00:49:34 Designing a High-Quality Earnings Call00:50:41 Investor Days as High-ROI Investments00:51:45 IR Websites as Investor Onramps00:53:42 World-Class Investor Day Examples00:54:20 Using AI to Prepare Investor Communications00:56:19 Building a Proactive IR 2.0 Strategy00:58:33 Why IR Requires Full Executive Buy-In01:00:51 Data Transfers Conviction to Investors01:03:31 Closing Reflections on Trust and Valuation#RunTheNumbersPodcast #InvestorRelations #CapitalMarkets #ValuationStrategy #CFOInsights This is a public episode. If you would like to discuss this with other subscribers or get access to bonus episodes, visit cjgustafson.substack.com
We press the case for saying “fuck the streets,” separate people from a destructive code, and lay out real alternatives that change outcomes. We close the year with a blueprint for men under 25: identity, solitude, money systems, and leadership that starts with tough conversations.• “Fuck the streets” means rejecting a harmful mentality, not abandoning people• Survivorship bias in rap and street culture challenged• Who gets to decide what helps the community questioned• Information gap versus intelligence in youth explained• Trade schools, Pell Grants, and$80K outcomes highlighted• Streaming's appeal and limits for young creators noted• Year-end reflections on intentionality over rote consistency• Faith, setbacks, and grace reframed as normal growth• Live alone first to build boundaries and peace• Discipline via routines, early mornings, and self-trust• Hard conversations as core leadership skill• Money system with separate accounts and HYSA outlined• Sales and communication as high-value, portable skills• Keep one passion unmonetized to protect joy• Mental health through therapy, journaling, and brotherhood• Lead conflict repair by crossing the gun line• Proactive child support to regain control and plan• Stay single under 25 to lock in goalsJoin our Patreon Community Buy some merch and ebooks IG: @terryroseland & @amansperspective_
Police Addicted to Drugs And His Amazing Recovery, Special Episode. Police Officer Attacked, Multiple Surgeries, Forced Retirement, Addiction, and an Inspiring Recovery. This special episode is streaming for free on the Law Enforcement Talk Radio Show and Podcast website, on Apple Podcasts, Spotify, YouTube, and most every major Podcast platform Brock Bevell never imagined that a single violent moment would change the entire trajectory of his life. A retired Mesa, Arizona police officer, Brock dedicated his career to public service, until a targeted act of violence ended his time on the job and set him on a painful, unexpected journey through addiction and recovery. Look for The Law Enforcement Talk Radio Show and Podcast on social media like their Facebook , Instagram , LinkedIn , Medium and other social media platforms. “She threw the truck into reverse and hit me,” Brock recalls. “In an instant, everything changed.” Supporting articles about this and much more from Law Enforcement Talk Radio Show and Podcast in platforms like Medium , Blogspot and Linkedin . A Career Cut Short by Violence While serving with the Mesa Police Department, Brock was seriously injured during a violent incident involving a vehicle. The attack caused devastating, career-ending injuries and required multiple surgeries. What followed was a long and grueling rehabilitation process, one familiar to many injured officers across the country. Police Addicted to Drugs And His Amazing Recovery, Special Episode. Available for free on their website and streaming on Apple Podcasts, Spotify, Youtube and other podcast platforms. To manage the intense pain, Brock was prescribed opioid pain medication. Like countless patients recovering from serious injuries, he trusted the prescriptions meant to help him heal. Instead, they quietly became the beginning of a much deeper struggle. From Recovery to Addiction During months of surgeries and physical therapy, Brock developed a severe dependence on opioid painkillers. What started as medically prescribed relief slowly evolved into addiction. “I didn't recognize myself anymore,” Brock says. “My world became smaller and darker. I was surviving, not living.” Brock openly shares how addiction affected every part of his life, his relationships, his identity, and his sense of purpose after forced retirement from policing. His story reflects a reality many first responders face but few openly discuss. Police Addicted to Drugs And His Amazing Recovery, Special Episode. The Law Enforcement Talk Radio Show and Podcast episode is available for free on their website , Apple Podcasts , Spotify and most major podcast platforms. The Science Behind the Crisis Research underscores just how common Brock's experience is. A major study published in JAMA Internal Medicine by researchers at the Stanford University School of Medicine found that patients undergoing 11 common surgeries faced an increased risk of becoming chronic opioid users. Lead author Eric Sun, MD, PhD, explained: “For a lot of surgeries, there is a higher chance of getting hooked on painkillers.” The study defined chronic opioid use as filling 10 or more prescriptions or receiving more than a 120-day supply within a year after surgery. Patients undergoing knee surgery faced the highest risk, nearly five times that of nonsurgical patients, followed by gallbladder surgery. Importantly, the study did not suggest avoiding surgery, but emphasized the need for careful monitoring and alternative pain management strategies. Police Addicted to Drugs And His Amazing Recovery, Special Episode. The interview can be found on The Law Enforcement Talk Radio Show and Podcast website, on Apple podcasts, Spotify, Youtube and on LinkedIn, Facebook, Instagram, and across most podcast platforms where listeners will find authentic law enforcement stories. Trauma, Policing, and Substance Use Law enforcement officers face unique occupational hazards, including repeated exposure to trauma. Studies show that substance use disorders, including alcohol and drug dependence, occur at higher rates among officers, particularly those experiencing psychological distress. In nationally representative data, more than half of men with lifetime PTSD also had a history of alcohol abuse or dependence. For police officers, these risks are compounded by work stress, injuries, and the cultural stigma surrounding mental health and asking for help. “We wear the uniform, but we're human,” Brock says. “And sometimes the damage doesn't show until it's almost too late.” The full podcast episode is streaming now on their website, on Apple Podcasts, Spotify, Youtube and across Facebook, Instagram, and LinkedIn. Hitting Bottom and Choosing Recovery Brock's turning point came when he realized addiction had taken everything it could from him. With professional help, support, and unwavering determination, he entered recovery and committed to sobriety. “Recovery didn't give me my old life back,” he says. “It gave me a new one, one with purpose.” Police Addicted to Drugs And His Amazing Recovery, Special Episode. Today, Brock uses his experience to help others struggling with addiction, trauma, and life after law enforcement. His message is clear: recovery is possible, even after profound loss. Healing Beyond the Badge In the aftermath of violence and trauma, communities often look to police officers as symbols of strength. Yet officers themselves must also heal. Proactive wellness programs, mental health resources, and open conversations about addiction are critical, not just for officers, but for the communities they serve. You can find the show on Facebook, Instagram, Pinterest, X (formerly Twitter), and LinkedIn, as well as read companion articles and updates on Medium, Blogspot, YouTube, and even IMDB. Mesa, located just east of Phoenix, is known for its deep history, from the ancient Hohokam culture to the modern city Brock once patrolled. It is also where his story originated, one of resilience, accountability, and hope. Listen to Brock's Story Brock Bevell's journey is featured in this Special Episode of the Law Enforcement Talk Radio Show and Podcast available for free on their website, also on Platforms like Apple Podcasts, Spotify, YouTube and most major podcast platforms. His story is also being shared across their Facebook, Instagram, LinkedIn, and other Social Media and News outlets. Listen to Brock's inspiring account of what happened, how prescribed opioids led to addiction, and how recovery helped him rebuild his life, and helps others do the same. Police Addicted to Drugs And His Amazing Recovery, Special Episode. Because sometimes, the most powerful stories of policing aren't about arrests or badges, but about survival, healing, and redemption. You can help contribute money to make the Gunrunner Movie . The film that Hollywood won't touch. It is about a now Retired Police Officer that was shot 6 times while investigating Gunrunning. He died 3 times during Medical treatment and was resuscitated. You can join the fight by giving a monetary “gift” to help ensure the making of his film at agunrunnerfilm.com . Background song Hurricane is used with permission from the band Dark Horse Flyer. You can contact John J. “Jay” Wiley by email at Jay@letradio.com , or learn more about him on their website . Stay connected with updates and future episodes by following the show on Facebook, Instagram, LinkedIn, their website and other Social Media Platforms. Find a wide variety of great podcasts online at The Podcast Zone Facebook Page , look for the one with the bright green logo. Be sure to check out our website . Be sure to follow us on X , Instagram , Facebook, Pinterest, Linkedin and other social media platforms for the latest episodes and news. Listeners can tune in on the Law Enforcement Talk Radio Show website, on Apple Podcasts, Spotify, YouTube, and most every major Podcast platform and follow updates on Facebook, Instagram, and other major News outlets. You can find the show on Facebook, Instagram, Pinterest, X (formerly Twitter), and LinkedIn, as well as read companion articles and updates on Medium, Blogspot, YouTube, and even IMDB. Police Addicted to Drugs And His Amazing Recovery, Special Episode. Attributions Stanford Medical IACP NIH Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
In this episode, we breaks down one of the most underestimated factors in ACL recovery: what happens before surgery even begins. As the end of the year approaches and more athletes rush into ACL surgery due to holidays, insurance deductibles, and downtime, this episode explores why preparation, not the surgery itself, is often the difference between smooth momentum and months of frustration. Drawing from hundreds of ACL athletes' experiences, we share the exact themes, systems, and mindset shifts that consistently lead to better early outcomes, quieter knees, and faster long-term progress. Whether you're pre-op, early post-op, or a clinician guiding athletes through this process, this episode reframes ACL surgery as a continuation of momentum, not a starting line, and shows why being proactive beats reactive every single time.Ways we can connect:My IG: www.instagram.com/ravipatel.dptOur website: www.theaclathlete.comEmail: ravi@theaclathlete.com_________________Submit a topic or a question you'd like me to answer.Check out our website and tons of free ACL resourcesSign up for The ACL Athlete - VALUE Newsletter (an exclusive newsletter packed with value - ACL advice, go-to exercises, ACL research reviews, athlete wins, frameworks we use, mindset coaching, blog articles, podcast episodes, and pre-launch access to some exciting projects we have lined up)1-on-1 Remote ACL Coaching - A clear plan. Structured ACL program. Based on your goals. Expert guidance and support with every step. Objective testing from anywhere in the world.Send me a text and share anything about the podcast - an episode that hit home or how the podcast has helped you in your journey.
Dan Fay serves as Chief Distribution Officer, overseeing Stadion's sales and business development teams. In this role, he is responsible for distribution through Stadion's institutional relationships, which include retirement recordkeeping partners, retirement advisor firms, and asset managers. With Dan's leadership, Stadion has expanded our nationwide distribution of retirement managed accounts and raised awareness of the benefits of personalization. Prior to being Chief Distribution Officer, he was Stadion's SVP, Sales and Business Development. Dan has spent his entire 25+ year career in the retirement industry. Prior to joining Stadion in 2018, Dan served as Senior Advisor Relations Manager at Financial Engines with responsibility for establishing and managing relationships with leading financial advisor and consulting firms. He identified and developed new business opportunities through advisors and consultants, leading to the distribution of the firm's managed account service. Prior to that, Dan was a National Accounts Manager with responsibility for business development at MassMutual Retirement Services. While there, he developed retirement plan opportunities and sales through financial advisor firms. In this episode, Eric and Dan Fay discuss:Recognizing the value of true personalizationStrengthening participant confidence through guidanceEvaluating solutions with a fiduciary mindsetLeveraging managed accounts as a strategic advantageKey Takeaways:Personalized allocations built on multiple data points lead to better decisions than age-based defaults. They guide participants toward healthier savings habits and steadier long-term outcomes.When participants feel supported, they make calmer, wiser financial choices. This confidence often leads to higher contribution rates and more consistent engagement.Committees must review fees, reporting, demographics, and engagement regularly. Documenting decisions ensures a strong, compliant process that protects participants.Advisors who bring personalized solutions early reinforce trust and stay ahead of competitors. Proactive education becomes a distinct advantage in maintaining strong client relationships.“For the advisor, it's, how do you differentiate yourself, right, from your competition?... If that competing advisor makes [the sponsor] aware of something or brings something of value to them that you haven't, that could obviously jeopardize that client relationship.” - Dan FayConnect with Dan Fay:Website: www.stadionmoney.com Connect with Eric Dyson: Website: https://90northllc.com/Phone: 940-248-4800Email: contact@90northllc.com LinkedIn: https://www.linkedin.com/in/401kguy/ Past performance is no guarantee of future results. Investments are subject to risk, and any of Stadion's investment strategies may lose money.Stadion Money Management, LLC (“Stadion”) is a registered investment adviser under the Investment Advisers Act of 1940. Registration does not imply a certain level of skill or training. More information about Stadion, including fees, can be found in Stadion's ADV Part 2, which is available free of charge.The information and content of this podcast are general in nature and are provided solely for educational and informational purposes. It is believed to be accurate and reliable as of the posting date, but may be subject to change.It is not intended to provide a specific recommendation for any type of product or service discussed in this presentation or to provide any warranties, investment advice, financial advice, tax, plan design, or legal advice (unless otherwise specifically indicated). Please consult your own independent advisor as to any investment, tax, or legal statements made.The specific facts and circumstances of all qualified plans can vary, and the information contained in this podcast may or may not apply to your individual circumstances or to your plan or client plan-specific circumstances.SMM-2512-34
We dive into an honest conversation with Roy Ward, CEO, President, and Founder of Pre-Game Athletics, on why he moved from a 20-year career in the reactive medical device industry to pioneer a proactive movement focused on preparing for peak performance. It's not about just "warming up"—it's about committing to a ritual that fuels you mentally and physically.In this episode, we challenge the idea of preparation as a forced habit, exploring the three-step process of making it a ritual you feel. Roy details how music integration and new sports tech wearables are central to this shift, helping entrepreneurs, athletes, and "movers" of all kinds optimize their performance without taking extra time out of their day.It's time to move beyond the Band-Aid fixes of a reactive lifestyle and embrace proactivity. Discover the secret sauce behind the Pre-Game community, the power of a "voluntary discomfort" ritual (sauna and cold plunge), and the vital role of recovery—because your recovery is the start of your warm-up for the next event.Roy's final message: "Appreciate every moment. Make the most of every moment. Prepare to be your best at everything you do, and always stay in the saddle."===========================⚡️PODCAST: Subscribe to our podcast here ➡ https://elevatemedia.buzzsprout.com/⚡️Need post-recording video production help? Let's chat ➡ https://calendly.com/elevate-media-group/application⚡️For Support inquires or Business inquiries, please email us at ➡︎ support@elevate-media-group.comOur mission here at Elevate Media is to help purpose-driven entrepreneurs elevate their brands and make an impact through the power of video podcasting.Disclaimer: Please see the link for our disclaimer policy for all our episodes or videos on the Elevate Media and Elevate Media Podcast YouTube channels. https://elevatemediastudios.com/disclaimer This episode is NOT sponsored. Some product links are affiliate links, meaning we'll receive a small commission if you buy something.===========================⚡️PODCAST: Subscribe to our podcast here ➡ https://elevatemedia.buzzsprout.com/⚡️Need post-recording video production help? Let's chat ➡ https://calendly.com/elevate-media-group/application⚡️For Support inquires or Business inquiries, please email us at ➡︎ support@elevate-media-group.comOur mission here at Elevate Media is to help purpose-driven entrepreneurs elevate their brands and make an impact through the power of video podcasting.Disclaimer: Please see the link for our disclaimer policy for all our episodes or videos on the Elevate Media and Elevate Media Podcast YouTube channels. https://elevatemediastudios.com/disclaimer Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.
Cotter Financial Group, LLC. is a community-based concierge-level retirement planning firm helping pre-retirees and retirees in the most critical phase of retirement known as the Retirement Red Zone. 10 years before and after retirement. They are a lifestyle-based planning firm. They do incorporate the numbers aspect while helping families and individuals plan for maximum enjoyment in retirement, while keeping in mind your values, relationships, and more importantly, how people wish to spend their precious time. So whether they are in retirement, on the verge of or just starting to prepare, they will help get people ready for what matters most and take action with more confidence. Focus areas are:Retirement Income Planning – safe, predictable, and guaranteedLegacy Planning – maximize to whom and what is left to heirsWealth Transfer – tax-efficient transfer strategiesEstate Planning – Wills, Trusts and Asset ProtectionSocial Security Optimization – claiming strategy guidanceWealth Management – safe and tax-efficient strategies for inflation riskLearn More: www.cotterfinancialgroup.comCotter Financial Group, LLC and Kinetic Investment Management, Inc. are two separate entities. Insurance products and services are offered and sold through individually licensed and appointed agents in all appropriate jurisdictions under Cotter Financial Group, LLC. Investment Advisory Services are offered through Kinetic Investment Management, Inc., a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-patrick-cotter-founder-of-cotter-financial-group-discussing-proactive-retirement-planning
Thais Gibson is the co-founder of The Personal Development School, a best-selling author, host of The Thais Gibson Podcast, Ph.D. recipient, and a recognized leader in the personal development field. After earning her Ph.D. and completing over 13 certifications in disciplines such as Cognitive Behavioral Therapy, Hypnosis, Somatic Experiencing, and more, Thais spent nearly a decade running a high-demand client-based practice. Her ever-growing waitlist revealed a clear need: people from all walks of life needed more accessible and affordable tools to heal emotional wounds and overcome long- standing challenges. This realization led to the creation of The Personal Development School ("PDS"). Since launching PDS, and with the backing of years of clinical experience and research, Thais has become a leading voice in the space of attachment trauma healing. The school has grown into a thriving global community with over 55,000 members in 145+ countries. Timestamps (may vary by 2-4 minutes based on your podcast platform) 02:59 Introduction to Subconscious Mind and Goal Setting 05:00 Understanding the Subconscious Mind 07:15 Awareness as the First Step to Change 09:09 Identifying and Removing Blocks 11:13 Rewiring Beliefs for Success 15:23 The Importance of a Deep Why 17:58 Navigating Over-Analysis in Healing 26:54 The Cost of Not Doing the Work 34:53 Finding Healthier Comforts 39:07 Proactive vs Reactive Regulation 43:43 Understanding Core Wounds and Needs 46:10 Assessing Personal Needs 59:41 Connecting Goals to Subconscious Needs Sponsored by the circle: https://briankeanefitness.com/online-mastermind (Previous Episode) #489:Psychologist Thais Gibson Ph.D. on Reprogramming Unsupportive Coping Mechanisms, Learning To Set Healthy Boundaries and Healing Your Old Core Wounds! https://open.spotify.com/episode/6EOTimDICsjslRngxun2Yd?si=OAmyGeJgRkmQoOLeh032Mw (Website) Personal Development School (Instagram) www.instagram.com/thaisgibson/ www.instagram.com/thepersonaldevelopmentschool/ (Youtube) www.youtube.com/channel/UCHQ4lSaKRap5HyrpitrTOhQ/videos (Facebook) www.facebook.com/ThePersonalDevelopmentSchool/ (Apple Podcasts) The Thais Gibson Podcast - Podcast - Apple Podcasts (Tiktok) Personal Development School (@thaisgibson) | TikTok
Cotter Financial Group, LLC. is a community-based concierge-level retirement planning firm helping pre-retirees and retirees in the most critical phase of retirement known as the Retirement Red Zone. 10 years before and after retirement. They are a lifestyle-based planning firm. They do incorporate the numbers aspect while helping families and individuals plan for maximum enjoyment in retirement, while keeping in mind your values, relationships, and more importantly, how people wish to spend their precious time. So whether they are in retirement, on the verge of or just starting to prepare, they will help get people ready for what matters most and take action with more confidence. Focus areas are:Retirement Income Planning – safe, predictable, and guaranteedLegacy Planning – maximize to whom and what is left to heirsWealth Transfer – tax-efficient transfer strategiesEstate Planning – Wills, Trusts and Asset ProtectionSocial Security Optimization – claiming strategy guidanceWealth Management – safe and tax-efficient strategies for inflation riskLearn More: www.cotterfinancialgroup.comCotter Financial Group, LLC and Kinetic Investment Management, Inc. are two separate entities. Insurance products and services are offered and sold through individually licensed and appointed agents in all appropriate jurisdictions under Cotter Financial Group, LLC. Investment Advisory Services are offered through Kinetic Investment Management, Inc., a registered investment adviser. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. Past performance is not indicative of future performance.Influential Entrepreneurs with Mike Saundershttps://businessinnovatorsradio.com/influential-entrepreneurs-with-mike-saunders/Source: https://businessinnovatorsradio.com/interview-with-patrick-cotter-founder-of-cotter-financial-group-discussing-proactive-retirement-planning
#919: Nate Graville, founder of Geviti, joins us to break down why modern healthcare often waits until it's too late — and how proactive, personalized data can change everything. After losing his father, Nate set out to build a better system rooted in preventative bloodwork, longevity science, and trust-first health data. In this episode, we unpack the biggest misconceptions around bloodwork, how personalized insights can help you optimize your energy, health, and future, and why the next era of healthcare is proactive — not reactive. To Watch the Show click HERE For Detailed Show Notes visit TSCPODCAST.COM To connect with Geviti click HERE To connect with Nate Graville click HERE To connect with Lauryn Bosstick click HERE To connect with Michael Bosstick click HERE Read More on The Skinny Confidential HERE Head to our ShopMy page HERE and LTK page HERE to find all of the products mentioned in each episode. Get your burning questions featured on the show! Leave the Him & Her Show a voicemail at +1 (512) 537-7194. This episode is sponsored by Geviti Use code SKINNY at checkout for 20% off your first purchase at http://gogeviti.com/skinny. Produced by Dear Media
In this conversation, William Norvell discusses the vital connection between physical fitness and mental health, emphasizing that both should be viewed as a spectrum rather than a binary state. He argues that just as one maintains physical health through consistent effort, mental health also requires ongoing attention and care. This perspective challenges traditional views that categorize mental health as simply healthy or unhealthy, advocating for a more nuanced understanding of mental wellness. Ultimate Show Notes: 00:00:00 - Introduction to Capital Hacking and Guest William Norvell 00:02:40 - William Norvell's Background and Journey 00:05:27 - The Concept of Mental Fitness vs. Mental Health 00:10:00 - The Origin Story of Forte and Its Mission 00:12:57 - The Importance of Having a Support System 00:16:25 - Overview of Forte's Services and Economic Model 00:22:12 - Insights from William's Experience in Sharia-Compliant Finance 00:25:24 - The Founding of Faith Driven Entrepreneur and Its Impact 00:30:00 - Future Vision for Forte and Closing Remarks Connect with William: Forte https://www.linkedin.com/in/wnorvell/ Learn More About Accountable Equity: Visit Us: http://www.accountableequity.com/ Access eBook: https://accountableequity.com/case-study/#register Turn your unique talent into capital and achieve the life you were destined to live. Join our community!We believe that Capital is more than just Cash. In fact, Human Capital always comes first before the accumulation of Financial Capital. We explore the best, most efficient, high-integrity ways of raising capital (Human & Financial). We want our listeners to use their personal human capital to empower the growth of their financial capital. Together we are stronger. LinkedinFacebookInstagramApple PodcastSpotify