Podcasts about safe harbor financial

Terry Mendez, the new CEO of Safe Harbor Financial, the newly appointed CEO of Safe Harbor Financial, emphasizing their experience in the cannabis industry and business transformation . We discussed Safe Harbor's success in processing over $25 billion in cannabis-related funds, their strategies for navigating industry challenges (including regulatory hurdles and taxation), and their vision for expanding into a multifaceted fintech company offering various services beyond banking.  Mendez highlighted several new initiatives, such as debt restructuring, new programs (employee banking, Safe Harbor Connects), and the development of a lending platform,  while emphasizing the company's NASDAQ listing and data-driven approach to addressing industry pain points. Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Terry Mendez (@terrancemendez) is the CEO of Safe Harbor Financial. Terry plays a pivotal role in leading Safe Harbor, as the company helps shape the financial landscape for the cannabis industry.   We discuss some of the financial innovations that have lead to the cannabis industries growth and what financial strategies cannabis companies can use to grow!   You can find out more about Terry at https://shfinancial.org/ Join the FREE Facebook group for The Michael Brian Show at https://www.facebook.com/groups/themichaelbrianshow   Follow Mike on Facebook Instagram & Twitter

This week, Tyler Beuerlein, chief strategic business development officer at Safe Harbor Financial, joins the Cannabis Equipment News podcast to discuss why he expects many banking programs to start bailing on the industry, and why the new administration might be the best thing that's happened to the industry from a legislative standpointPlease make sure to like, subscribe and share the podcast. You could also help us out by giving the podcast a positive review. Finally, to email the podcast or suggest a potential guest, you can reach David Mantey at David@cannabisequipmentnews.com.

Welcome to the Green Rush, a weekly conversation at the intersection of cannabis, psychedelics, the capital markets, and culture, produced by KCSA Strategic Communications. This week, we sat down with Tyler Beuerlein. Tyler is Chief Strategic Business Development Officer of Safe Harbor Financial, leveraging his extensive experience in building brands, managing key relationships, and strategic partnerships. Tyler has been at the forefront of the cannabis industry for over eight years and touches Financial Institutions, Government Officials, Regulatory Bodies, and the State Legal Cannabis industry.  Prior to working at Safe Harbor, Tyler served as the Chief Revenue Officer and Chief Business Development Officer for Hypur Ventures and is the former Chairman of the National Cannabis Industry Association Banking and Financial Services Committee. Additionally, Tyler was appointed to serve on both the Marijuana Business Daily's Advisory Board and ATACH Cannabis Beverage Council and is also a member of the Forbes Business Development Council. Formerly, Beuerlein founded and managed a large beverage company and was a professional athlete in the New York Mets organization. Social Media: https://www.linkedin.com/in/tyler-beuerlein/ Other Links/Mentions: https://shfinancial.org/ Show Credits: This episode was hosted by Anne Donohoe of KCSA Strategic Communications.  Special thanks to our Program Director, Shea Gunther. You can learn more about how KCSA can help your cannabis and psychedelic companies by visiting www.kcsa.com or emailing greenrush@kcsa.com. You can also connect with us via our social channels: X: @KCSAPodcastLabs Instagram: @KCSAPodcastLabs LinkedIn: https://www.linkedin.com/company/kcsapodcastlabs/ 

In this episode of Cannabis Insider, the team interviews Jim Dennedy, Chief Financial Officer, and Donnie Emmi, Chief Legal Officer of Safe Harbor Financial. They discuss the financial and legal aspects of cannabis banking, including Safe Harbor's impressive earnings report and growth strategy. The conversation also covers the potential reclassification of cannabis, legal implications for financial institutions, attracting capital investment, and the future of cannabis finance. So tune in to hear all about it!Featured Guest(s):Jim Dennedy, CFO - Safe Harbor FinancialDonnie Emmi, CLO - Safe Harbor Financial https://shfinancial.org/Meet The Host(s):Patricio Liddle, Cannabis Writer - BenzingaAbbey Higginbotham, Cannabis Writer - BenzingaDisclaimer: All of the information, material, and/or content contained in this program is for informational purposes only. Investing in stocks, options, and futures is risky and not suitable for all investors. Please consult your own independent financial adviser before making any investment decisions.#CannabisInsider #cannabisfinance #cannabisbanking #financialinstitutions #earningsreport #growthstrategy #reclassification #legalimplications #capitalinvestment #futuretrends

Blunt Business welcomes Sundie Seefried, CEO, Safe Harbor Financial to talk about Safe Harbor Financial's recent operations and future plans. Seefried highlights the company's successful earnings call, showcasing an 85.3% revenue increase in 2023 and strategic moves to expand services and launch new lending products. We delve into topics such as lines of credit for clients, challenges like 280E tax burdens, and the impact of rising interest rates. They explore underwriting requirements, lines of credit based on cash flow analysis, and reliability factors setting Safe Harbor Financial apart in supporting cannabis businesses.We also talk about possibilities post-280E burden relief, reinvestment options after descheduling, and market dynamics related to taxation changes affecting business growth strategies. Both parties emphasize the importance of advocacy for business integrity and compliance in the industry. Seefried's company is noted for prioritizing serving members over profit-driven motives, echoing principles of a credit union. Brasco appreciates this approach for offering better access to lending and services than traditional banks supporting cannabis businesses.Criticism is directed at government inefficiencies in managing tax revenue from the cannabis industry, with concerns about licensing fees overshadowing potential tax revenue gains. Despite legal complexities, both parties stress the importance of selecting reliable partners for sustainable business operations. The exchange concludes with plans for future communication regarding shared insights into industry practices.Advertising Inquiries: https://redcircle.com/brandsPrivacy & Opt-Out: https://redcircle.com/privacy

Welcome to Cannabis Insider! We're bringing you the latest news and updates from the cannabis industry, as well as exclusive interviews with top executives and industry leaders! __________________________________________________________________ Featured Guest(s): Sundie Seefried, CEO - Safe Harbor Financial & Jim Dennedy, CFO - Safe Harbor Financial https://shfinancial.org/ (NASDAQ: SHFS) Earnings Highlights: -Revenue of $4.3 million for the third quarter; Nine-month revenue of $13.1 million -Third consecutive quarter of more than $1.0 billion in processed deposits; -Loan book value for the quarter increased 123% year-over-year to a record $42.2 million Meet The Host: Patricio Liddle, Cannabis Staff Writer - Benzinga __________________________________________________________________

Welcome to the Green Rush, a KCSA Strategic Communications Production, a weekly conversation at the intersection of cannabis, psychedelics, the capital markets and culture.  This week Anne Donohoe and Nick Opich are back for a new episode with special guest Sundie Seefried, Founder of Safe Harbor Financial (NASDAQ: SFHS), a financial service provider in the cannabis space. Sundie joins us this week to discuss her insights on SAFER Banking and the potential rescheduling of cannabis in 2024, Safe Harbor's concierge, industry compliant financial solutions and latest milestones, and both the challenges and opportunities facing the cannabis industry. If you are interested in learning more about Sundie and Safe Harbor Financial, visit the links in our show notes. Also, be sure to follow Sundie and Safe Harbor on LinkedIn and X (formerly Twitter). So, sit back and enjoy our conversation with Sundie Seefried of Safe Harbor Financial. Links, mentions, and socials: Safe Harbor Financial: https://shfinancial.org/ Safe Harbor LinkedIn: https://www.linkedin.com/company/safeharbor-financial Safe Harbor X (formerly Twitter): https://twitter.com/SHFinancialLLC Sundie Seefried LinkedIn: https://www.linkedin.com/in/sundie-seefried-748194130/ Show Credits: This episode was hosted by Anne Donohoe and Nick Opich of KCSA Strategic Communications.  Special thanks to our Program Director Shea Gunther. You can learn more about how KCSA can help your cannabis and psychedelic companies by visiting www.kcsa.com or emailing greenrush@kcsa.com. You can also connect with us via our social channels: X (formerly Twitter): @The_GreenRush Instagram: @thegreenrush_podcast LinkedIn: https://www.linkedin.com/company/thegreenrushpodcast/ Facebook: https://www.facebook.com/TheGreenRushPodcast/  YouTube: https://www.youtube.com/channel/UCuEQkvdjpUnPyhF59wxseqw?disable_polymer=true

Editor's Note: Click here to subscribe to our newsletter.This week, Sundie Seefried, CEO of Safe Harbor Financial, joins the Cannabis Equipment News podcast to discuss how she wrote the book on cannabis banking, literally. Please make sure to like, subscribe and share the podcast. You could also help us out by giving the podcast a positive review. Finally, to email the podcast or suggest a potential guest, you can reach David Mantey at David@cannabisequipmentnews.com.

Sundie Seefried, Founder and President/CEO, Safe Harbor FinancialSundie Seefried is Founder and President/CEO of Safe Harbor Financial, the leading provider of reliable financing solutions to the cannabis industry.A 39-year credit union industry veteran, Seefried was the former CEO of Partner Colorado Credit Union (PCCU). Established in 2015 by PCCU, Safe Harbor was formed to provide an unmet need – compliant banking and financial services to the rapidly growing U.S. cannabis industry. Seefried designed a full scope Cannabis Banking Program for PCCU known as the Safe Harbor program, which has withstood the scrutiny of 16 federal and state exams to date. Now in its 8th year, Safe Harbor has grown in excess of 600 accounts spanning 20 states, and processed over $14 billion in cannabis-related transactions.Seefried worked with PCCU to fully decoupled Safe Harbor from the credit union as a separate entity in 2021 as it moved through the process to obtain a public company status listed on the NASDAQ. It was successfully listed on NASDAQ September 2022; allowing it access to capital markets and the ability to scale nationally.Seefried regularly provides cannabis banking education and expertise to legislators, regulators, attorneys generals, state officials, and financial institutions. She is on a mission to normalize banking for the cannabis industry, while assisting law enforcement and federal agencies to be more effective at combating illicit activities and protecting the financial system.To share her knowledge, Seefried authored the book ‘Navigating Safe Harbor – Cannabis Banking in Uncertain Times' in 2016, as well as contributed a chapter on cannabis banking in the university textbook ‘The Politics of Marijuana: A New Paradigm' by Timothy McGettigan.LinkedIn - https://www.linkedin.com/company/safeharbor-financial/Facebook - https://www.facebook.com/SafeHarborFinancialLLC

Benzinga Cannabis Capital Conference | https://www.benzinga.com/events/cannabis-conference/This podcast is powered by PURE5®, CalyFx, and Jack Herer Brands. Learn about PURE5® Extraction Systems' known as the best extraction equipment! Along with our Sponsor Caly Fx– find where you can get some of the most flavorful and cutting-edge hemp and CBD products from Caly Fx. Discover the legendary brand Jack Herer Brands based on the legendary Jack Herer who transformed history by advocating for the plant!Listen to it on Spotify: https://open.spotify.com/show/2iHUi8B...MITA YOUTUBE https://www.youtube.com/@mitausaMITA Website https://mita.us/MITA INSTAGRAM https://www.instagram.com/mitausa/ #mitausa #cannabisindustry

Sundie Seefried saw the opportunity to step up and help the underserved cannabis industry with the financial solutions they needed. That has since turned into a public company operating in 40 plus states. The venture, Safe Harbor Financial, has attracted funding from top-tier investors and has recently acquired Abaca.

While we wait SAFE banking to pass how are cannabis companies are accessing bankingDan Humiston speaks with the CEO of Safe Harbor Financial, Sundie Seefried, to discuss how her company helps cannabis businesses bank their money. She shares how they expanded the business across the country and how they've helped other financial institutions set up similar programs. They discuss the relationship between Safe Harbor Financial and Partner Colorado Credit Union, as well as their recent arrangement. Produced by PodConxMJBulls - https://podconx.com/podcasts/raising-cannabis-capitalDan Humiston - https://podconx.com/guests/dan-humistonSundie Seefried - https://www.linkedin.com/in/sundie-seefried-748194130/Safe Harbor Financial - https://shfinancial.org/Recorded on Squadcast - https://squadcast.fm/

Safe Harbor Financial has been providing industry-leading cannabis banking services since 2015. The cannabis industry is still relatively new, and it is impacted by constantly evolving state and federal regulations, many of which govern the administration of financial services. It's crucial that you work with a service provider who possesses the specialized industry expertise necessary to ensure you remain compliant with these changing financial regulations. Partnering with Safe Harbor Financial allows you to bank with confidence. SHF has been pioneering innovative solutions for cannabis industry businesses for longer than any other service provider. You'll have peace of mind that your banking matters are being handled correctly, allowing you to focus more of your energy on growing your business. The #TalkingHedge interviews Sundie Seefried, CEO/President at Safe Harbor Financial... https://youtu.be/_uXRVeRCVl4

The #cannabisindustry is still relatively new, and it is impacted by constantly evolving state and federal regulations, many of which govern the administration of financial services. It's crucial that cannabis businesses work with a service provider who possesses the specialized industry expertise necessary to ensure you remain compliant with these changing financial regulations. Sundie & Dan of Safe Harbor Financial discuss how SHF has been providing industry-leading #cannabisbanking services since 2015 and what the impacts of the #BankingAct would be.Episode 1089 The #TalkingHedge talks with Dan Roda and Sundie Seefried, CEO/President at Safe Harbor Financial about cannabis banking...https://youtu.be/aXP8lz-mbiE

Cannabis Banking is a legitimate part of banking and Safe Harbor FInancial was the pioneer and is the leader. We visit with Tyler Beuerlein to talk about the cannabis marketplace, Safe Harbor Financial's amazing year and their bright future. https://shfinancial.org/

As you probably already know, financial institutions tend to avoid offering loans to cannabis businesses. However, safe, secure cannabis business banking is an essential step in building respect for the industry and normalizing relations between your company and other members of the business community.Today, we speak with Sundie Seefried, who is the founder and CEO of Safe Harbor Financial, a private banking program that offers cannabiz owners the vital financial leadership and support they need to help their businesses thrive.Now banking in excess of $200 million in cannabis-related funds monthly, Sundie reflects on some of the biggest legal and financial hurdles facing operators in the space and highlights what sets Safe Harbor apart from other cannabis lenders.We take a look at regulation, compliance, and bank secrecy, and Sundie even shares some wild stories from her time in the industry that illustrate what cannabis business owners should and should not do!To learn more about the benefits of partnering with a financial services provider with specialized industry expertise, so that you can focus your energy on growing your business rather than worrying about constantly evolving state and federal regulations, make sure to tune in today.Topics discussed in this episode:Stigma, adult use, and the origin story of Safe HaborLegal and financial hurdles that Sundie had to overcomeStories that are central to the companies Sundie works withWorking with legacy versus corporate cannabis playersRegulatory differences between hemp, cannabis, and Delta-8Why Safe Harbor is the “nosiest banker” you'll ever have!How Sundie tackles the challenges of cannabis complianceWays that cannabis brings bank secrecy to lightWhy Safe Harbor is so strict about their no gift policyUnfortunate realities for cash-intensive businessesMajor obstacles facing the cannabis industry right nowTrading on the NASDAQ, going public, and more in Safe Harbor's futureThe role that integrity plays in Sundie's definition of successDiscover how Safe Harbor's comprehensive, industry-compliant financial services can help your cannabis business thrive by visiting their website or connecting with Sundie on LinkedIn.Find more episodes of Dank Discussions on Apple, Spotify, Google, or wherever you get your podcasts!Connect with us:FacebookInstagramLinkedInTikTokTwitterYouTubeDoes your cannabis, hemp, or CBD company need to improve local or e-Commerce sales? Set up a time to speak with us at Calacann – Cannabis Marketing Agency to discuss how our digital marketing, search engine optimization (SEO), web design, affiliate/referral marketing, or influencer marketing campaigns can help you. Home of the D.A.N.C. Method.

With only 2 episodes left, Sundie Seefried makes her final appearance on the podcast to talk about what she wanted to accomplish with this podcast series. Join us next month for a final episode where I will talk about this amazing brand one year after my trip to visit the Safe Harbor Financial team in Colorado. 

In 2014, Sundie Seefried was six months from retiring as CEO of Partner Colorado Credit Union when she learned about the banking barriers for the cannabis industry. She postponed retirement to create a program that would provide safer, better banking options for operators. The result was Safe Harbor Financial, which has since processed more than $12 billion in cannabis-related funds and plans to go public on the Nasdaq soon. In this episode, Sundie shares: How she got dragged into the taboo conversation of marijuana banking. Why transparency is a key to making lives easier for regulators and marijuana business owners alike. How she overcame the compliance challenge by embracing it. How the marijuana industry can educate regulators and improve industry interactions with authorities at the same time. Who is Sundie Seefried? Cannabis banking pioneer Sundie Seefried is the president and CEO of Safe Harbor Financial, a cannabis banking program she developed in 2014. Sundie entered the credit union industry in Germany in the 1980s and joined Denver-based Partner Colorado Credit Union in 1995. In 2001, she took on the mantle of CEO and held that role until 2021, when she decided to turn her attention to Safe Harbor full time. She is also the author of the book “Navigating Safe Harbor: Cannabis Banking in a Time of Uncertainty,” published in 2016.

In 2014, Sundie Seefried was six months from retiring as CEO of Partner Colorado Credit Union when she learned about the banking barriers for the cannabis industry. She postponed retirement to create a program that would provide safer, better banking options for operators. The result was Safe Harbor Financial, which has since processed more than $12 billion in cannabis-related funds and plans to go public on the Nasdaq soon. In this episode, Sundie shares: How she got dragged into the taboo conversation of marijuana banking. Why transparency is a key to making lives easier for regulators and marijuana business owners alike. How she overcame the compliance challenge by embracing it. How the marijuana industry can educate regulators and improve industry interactions with authorities at the same time. Who is Sundie Seefried? Cannabis banking pioneer Sundie Seefried is the president and CEO of Safe Harbor Financial, a cannabis banking program she developed in 2014. Sundie entered the credit union industry in Germany in the 1980s and joined Denver-based Partner Colorado Credit Union in 1995. In 2001, she took on the mantle of CEO and held that role until 2021, when she decided to turn her attention to Safe Harbor full time. She is also the author of the book “Navigating Safe Harbor: Cannabis Banking in a Time of Uncertainty,” published in 2016.

Safe Harbor Financial helped pioneer cannabis banking. In November 2012, Colorado voters passed amendment 64, legalizing the sale and use of recreational marijuana. As a result, entrepreneurial businesses focused on cannabis products grew just as fast as the unprecedented consumer demand for recreational marijuana. In response to this new and growing industry, Safe Harbor Financial CEO/President, Sundie Seefried, helped establish a safe, legitimate banking option for their cannabis clients. Today, Safe Harbor Financial manages over 600 cannabis banking accounts and has processed over $11 billion dollars. This episode goes into the challenges facing cannabis businesses seeking financing, how Safe Harbor Financial has met the challenges and how they stay ahead in an evolving industry by giving cannabis businesses the financial tools they need for success. Plus, hear about the philanthropic efforts by Safe Harbor Financial and Seefried to make communities around the world better. Learn more about Safe Harbor Financial at www.shfinancial.org.

While cannabis banking still has its challenges, Safe Harbor Financial is on course to make those challenges a thing of the past. Here to tell us about it is Safe Harbor CEO Sundie Seefried. Learn more at https://shfinancial.org Key Takeaways: [00:57] An inside look at Safe Harbor Financial, a fintech banking platform that provides cannabis companies a safe and 100% compliant place to bank [1:22] Sundie's background in the credit union industry and how she came to start Safe Harbor [2:21] How cannabis banking has evolved over the last few years and where Sundie sees it heading [4:46] The Safe Banking Act and what it means for cannabis banking [7:36] Compliance challenges cannabis companies are facing right now [9:08] What lending in cannabis banking could look like in the next few years [14:06] How Safe Harbor Financial has grown since its inception in 2015 to manage over 500 cannabis banking accounts [14:54] Safe Harbor's onboarding process for new clients [19:14] How cryptocurrency and stablecoin are changing the cannabis banking landscape

This week Anne and Nick are back with a new episode with special guest Sundie Seefried, CEO of Safe Harbor Financial, a leading provider of reliable banking and financing solutions to the cannabis industry.   Safe Harbor is one of the first financial services providers to provide access to reliable banking solutions for cannabis, hemp, CBD and ancillary operators, making communities safer, driving growth in local economies, and fostering long-term partnerships.  In this episode Anne and Nick discuss with Sundie about what makes Safe Harbor unique amongst cannabis lenders, some of the biggest banking and financing challenges facing the operators in the space, the status of current cannabis reform bills like SAFE Banking and some of the banking horror stories Sundie has heard since jumping into the space.  So sit back and enjoy our conversation with Sundie Seefried of Safe Harbor Financial.   Links and mentions in the show  www.shfinancial.org  Links to the guest's company and social media accounts Safe Harbor's Twitter: https://twitter.com/SHFinancialLLC Safe Harbor's LinkedIn: https://www.linkedin.com/company/safe-harbor-financial-llc/ Safe Harbor's Facebook: https://www.facebook.com/SafeHarborFinancialLLC Sundie's LinkedIn: https://www.linkedin.com/in/sundie-seefried-748194130/  Show Credits: This episode was hosted byAnne Donohoeand Nick Opich of KCSA Strategic Communications.  Special thanks to our Program Director Shea Gunther. You can learn more about how KCSA Cannabis can help your cannabiz by visiting www.kcsa-cannabis.com or emailing greenrush@kcsa.com. You can also connect with us via our social channels: Twitter: @The_GreenRush  Instagram: @thegreenrush_podcast LinkedIn: https://www.linkedin.com/company/thegreenrushpodcast/  Facebook: https://www.facebook.com/TheGreenRushPodcast/  YouTube: https://www.youtube.com/channel/UCuEQkvdjpUnPyhF59wxseqw?disable_polymer=true

BIG NEWS for Safe Harbor Financial  https://shfinancial.org/ and Sundie Seefried has all the details! Must hear show for all cannabis banking pros! 

Sundie's sister "Kimmer" talks about her career in banking, her passion for her clients, the mission of Safe Harbor Financial and C.A.M.S. Certification. Both Kimmer and Sundie also talk about the unique situation of working with family members. MUST HEAR SHOW!  https://shfinancial.org 

On this episode we learn about the dynamic leadership team that has taken Safe Harbor Financial  https://shfinancial.org/ from an idea to the leaders in cannabis banking. 

I double-dog dare you…to implement a culture that actually delivers.Diving into that realm does require chutzpah – from a leader who's willing to go where others don't. Lucky for our listeners, I got to sit down with one such leader this week on CRMNEXT's Banking on Experience. Sundie Seefried is CEO and President at Safe Harbor Financial (and former CEO at Partner Colorado CU), and she offers some fantastic suggestions on implementing a culture that's more than just talk. Topics we covered include:A culture that Counts: why Sundie caresWorking up to CEO: what she's learned along the wayAdvice for those aspiring to leadWhat Sundie's learned from failureGame playing (and why it has no place in your culture)The story behind + key takeaways from Sundie's bookAnd more.Stay in touch with Banking on Experience by listening on Apple Podcasts, Spotify, or our website.Listening on a desktop & can't see the links? Just search for Banking on Experience in your favorite podcast player.

The 3 original pioneers at Safe Harbor Financial  https://shfinancial.org/ sat down with me for an amazing, educational and illuminating interview. Must hear show. 

People actually helping people. Banking the underserved. Banking the un-banked. These 3 pioneers did it. They did NOT just TALK about it. https://shfinancial.org . To hear our original show with Sundie: https://www.blogtalkradio.com/powerofperformance/2021/03/19/canabis-banking-is-serious-business

On July 1, Sundie Seefried, longtime CEO of Partner Colorado Credit Union, makes a huge career change. On that day she resigns the credit union job to become the CEO of Safe Harbor Financial, LLC, a Partner Colorado subsidiary formed for the purpose of handling cannabis related banking.When Safe Harbor was created in 2015, it was a groundbreaking institution for conducting compliance based banking that would satisfy regulators.  Safe Harbor has become a big, consuming business and, said Seefried, it's helped put credit unions into the conversation of cannabis banking - and, increasingly, that is a conversation that is being heard as more states legalize marijuana.  Included are multiple big states: California, Washington, Michigan, and Illinois. In only a handful of states is marijuana fully illegal.In this podcast Seefried talks about the process of validating the cash that flows through a marijuana business. She also talks about the early days of Safe Harbor - and the hostility and ridicule she faced.Who's laughing now?By any measure, Sundie Seefried has emerged as the queen of cannabis banking.What would her father, a Baptist, missionary think about this? We ask her.Just as we ask about that uncommon first name, Sundie.  We ask about being perceived as a maverick in a credit union industry that does not always revere its mavericks.The one question she is asked that she doesn't answer is the question, are there plans to take Safe Harbor public?Her podcast with CUInsight is mentioned. Here's a link.Reference is made to how much it costs to open a Dairy Queen franchise - and surely you want to know how that came up.  Listen for it.Earlier CU 2.0 cannabis related podcast guests include Paul Stull, also multiple guests on two long cannabis podcasts, episode 20 and an early unnumbered show.Listen up. This is a fun episode.Like what you are hearing? Find out how you can help sponsor this podcast here. Very affordable sponsorship packages are available. Email rjmcgarvey@gmail.comAnd like this podcast on whatever service you use to stream it. That matters.Find out more about CU2.0 and the digital transformation of credit unions here. It's a journey every credit union needs to take. Pronto

Every hour another 20,000 baby boomers reach the age to qualify for social security benefits. This will be the case for the next 20 years. Todays guest is Nathan Garcia with Westbourne Investments . We discussed social security, retirement, healthcare as the greatest future expense, and how now more than ever estate planning is for everyone! Nathan is the author of “The 7 New Rules of Retirement” and creator of the Safe Harbor Financial plan. As a CERTIFIED FINANCIAL PLANNER TM he helps clients by answering questions about the transition into retirement and by testing their financial strategies using custom built financial plans. To find out more visit: www.westbourneinv.com Personal Finance Cheat Sheet Article: http://www.cheatsheet.com/…/how-schools-can-improve-their-…/ You can listen live by going to www.kpft.org and clicking on the HD3 tab. You can also listen to this episode and others by podcast at: http://directory.libsyn.com/shows/view/id/moneymatters or www.moneymatterspodcast.com ‪#‎KPFT‬ ‪#‎WestbourneInv‬