Bite Sized Finance - podcast cover

Bite Sized Finance

Kelly Brotherssoundcloud.com
At various points in his 30-year broadcast career, Kelly Brothers has anchored the No. 1 evening newscast in Sacramento on KCRA 3 and the No. 1 morning news show on News 93.1 KFBK. He is currently a Principal and Advisor at CAPTRUST, based in Sacramento. For the program, Kelly serves up some of the most succulent stories from our region about people, places and things that impact the community and your financial well being. I'm sure there will even be a few tasty surprises here and there, when the recipe is right. The goal is to have you learn, think, even laugh a little bit, all calorie free. Hopefully you'll enjoy what he's delivering right to your kitchen table or dining room or... will you be eating in your car, wherever you choose to listen.
Last refreshed:
Follow this podcast in the Metacast mobile app to refresh it and see new episodes.
Download Metacast podcast app
Podcasts are better in Metacast mobile app
Don't just listen to podcasts. Learn from them with transcripts, summaries, and chapters for every episode. Skim, search, and bookmark insights. Learn more

Episodes

Episode 63: Personal Purpose, Professional Success - CEO "Whisperer" Dr. Bob Lorber Talks Business

Podcast Summary What if the secrets to thriving in both business and personal life were hidden in the journey of a former street kid from the Bronx? Meet Dr. Bob Lorber, affectionately dubbed the "CEO Whisperer," who transformed his life from aspiring veterinarian to influential consultant and author. Bob's story is a testament to the power of mentorship and seizing fortuitous opportunities, guiding him to discover his passion for sociology and psychology at UC Davis. He shares how these experie...

Jun 27, 202539 min

Episode 62: Leaving the State - Baker Tilly's Chris Parker Shares Strategic Tax Prep for Relocation

Thinking about leaving the Golden State for a more tax-friendly environment? You're not alone, and Chris Parker from Moss Adams is here to help. Join us for an enlightening conversation about the intricacies of tax-compliant relocation as we explore practical strategies for establishing residency in a new state. Chris recounts his unexpected career shift from biotech law to tax law and shares his passion for guiding diverse clients through the delicate process of severing ties with California. W...

Jun 13, 202547 min

Episode 61 : From Produce to Principal, Rick Smith's Journey With Tri Counties Bank.

Could a leap from the produce aisle to the banking world be the secret to thriving in finance? Rick Smith, CEO of Tri Counties Bank, certainly makes a compelling case. Hear Rick's remarkable journey, starting from his beginnings in Sacramento to his innovative integration of bank branches in grocery stores in 1993. Rick's energetic narrative highlights how his athletic spirit fueled his success, and he offers candid insights into the risks and rewards of making significant career transitions whi...

May 23, 202543 min

Episode 60: Paralyzed to Powerful: Robert Paylor's Inspiring Journey

Podcast Summary What if you faced a moment that changed your life forever? Join me, Kelly Brothers, as I share the extraordinary story of Robert Paylor, a promising rugby player whose life took a dramatic turn during a 2017 national championship match. Robert opens up about his journey from Sacramento, where his passion for rugby began, to becoming a star athlete at Cal with its storied rugby program. A harrowing incident during a match left Robert paralyzed from the neck down, but his remarkabl...

May 04, 202541 min

Episode 59: Cross-Cultural Leadership the Disney Way with Doug Lipp.

Business leadership expert Doug Lipp takes center stage in this episode as we explore his fascinating journey from Sacramento to Tokyo Disneyland and beyond. Doug's unexpected passion for Japanese culture, ignited in high school, not only shaped his education but led to pivotal moments in his career, like his internship and subsequent role with Disney in Japan. Our shared memories of a unique trip to Japan, coupled with Doug's linguistic prowess and cultural insights, set the stage for a rich di...

Mar 31, 202549 min

Episode 58: Hamilton Jewelers-Creating the Gem That is Sacramento's Jewel.

Join me as we embark on the inspiring journey of Daniel Farley, owner of Hamilton Jewelers Pavilions in Sacramento. Daniel shares how his family's immigrant roots from Mexico and Italy, along with the profound influence of his grandmother, shaped his passion for jewelry and business. Through a cherished childhood memory involving his father's thoughtful gift to his mother, Daniel's fascination with the meaningfulness of jewelry began. We reminisce about our shared history, from childhood bus rid...

Feb 10, 202546 min

Episode 57: Rachel Zillner and Kierstan DeLong-The Vision for RSE and The RADZ Group Portfolio.

Experience the inspiring journeys of Rachel Zillner and Kierstan DeLong as they share their paths to leadership. From Rachel's entrepreneurial spark, kindled by her father's business endeavors, to Kierstan's passion for communication shaped by her upbringing, this conversation promises insights into the minds behind the new ownership of RSE—a leading marketing and communications agency. Combining Rachel's innovative spirit with Kierstan's global agency experience, they highlight their strategic ...

Jan 28, 202546 min

Encore episode: Field Official to Fox Sports Analyst. Mike Pereira's Uncommon Path to Success.

What better episode to bring back than Mike Pereira now that we're deep into the football season and he's now actually in the booth with the very Tom Brady he references in this episode from earlier this year. Enjoy. When Mike Pereira steps into a room—or onto a field—stories and wisdom seem to follow him like a shadow on a sunny day. In our latest episode, this Stockton native, who's traversed an incredible path from NFL official to Fox Sports commentator, doesn't just share his journey; he let...

Dec 21, 202451 min

Episode 56: Sacramento's Blueprint for Transformation with GSEC's Barry Broome.

What if the economic downfall of your hometown sparked a journey that led you to revolutionize a city's future? Barry Broome, president and CEO of the Greater Sacramento Economic Council, shares his incredible story of transformation from the industrial heartland of Ohio to spearheading economic development in Sacramento. Growing up amidst the collapse of the manufacturing industry, Barry's early life in steel mills and unions shaped his unique outlook on economic revival, inspiring him to pursu...

Dec 20, 202452 min

Encore Episode:Your Family's Future; Preserving the Legacy with Mike Genovese

What better time to present an encore episode like this than end of year when families are together and can address some of the serious elements that need family input. Not to mention, end of year tax concerns as well! This is a noteworthy episode for those items that can easily be dismissed. Hope you find the timing helpful. Imagine inheriting the family vacation home only to find you can't afford the liabilities that come with the gift. That's just one of the critical topics we 'll dissect wit...

Dec 13, 202451 min

Episode 55: Paul Bossenmaier Shares His Purpose in Redefining Retirement.

Curiosity strikes: How does a beer truck driver become a successful attorney and an NBA liaison? Join me, Kelly Brothers, as I sit down with Paul Bossenmaier, whose journey from the driver's seat to the courtroom offers a fascinating story of career evolution and post-retirement fulfillment. Beyond his legal prowess, Paul brings a unique perspective shaped by years of basketball officiating, proving that passions outside your main career can enhance professional life in unexpected ways. Through ...

Dec 06, 202452 min

Episode 54: Balancing Justice and the Evolution of the Bail Bonds Industry With Topo Padilla.

Podcast Summary Topo Padilla, a remarkable figure with over four decades of experience in the bail bonds industry, joins me, Kelly Brothers, to share his deep insights and personal journey. From his family's pioneering efforts in Sacramento to his reflections on the ethical dilemmas and risks of the profession, Topo offers an engaging narrative that highlights the balance between upholding justice and supporting individuals in their most vulnerable moments. With a rich history spanning generatio...

Nov 29, 202452 min

Episode 53: Patrick Mulvaney's Flavorful Evolution Celebrates Food, Community and Excellence.

Join me, Kelly Brothers, on a flavorful journey as I sit down with renowned chef Patrick Mulvaney, who shares his captivating story from a traditional Irish upbringing in New York to becoming a celebrated restaurateur in Sacramento. Listen in as Patrick recounts how his college experiences sparked a passion for cooking, leading him to an apprenticeship in Ireland and eventually returning to America as a skilled cook. Discover how Patrick's love for the Sacramento farming community and its year-r...

Nov 22, 202451 min

Episode 52: Kevin Nagle's Success is Shaping Sacramento's Future.

What if you could turn a modest upbringing into a powerhouse of entrepreneurial success and community development? Meet Kevin Nagle, a man whose journey from a small townhouse to a transformative force in Sacramento is nothing short of remarkable. Through personal anecdotes and pivotal career decisions, Kevin illustrates how mentors, resilience, and strategic foresight can shape not only a career but an entire city's future. Join us as we explore Kevin's dynamic career path, starting with a choi...

Nov 12, 202451 min

Episode 51: How Chronic Pain Solutions Led Dr. Scott Fishman to Wellness and Healthcare Innovation.

Dr. Scott Fishman’s remarkable journey from the humanities to the forefront of medical innovation is nothing short of inspiring. Dr. Fishman, whose path veered from a recording studio to significant contributions in pain research, joins us to share the intriguing twists that led him from an interest in communication to a profound fascination with endorphins and pain management. With pivotal moments like a news story on acupuncture in China and the guidance of a mentor, Dr. Fishman’s story serves...

Nov 06, 202450 min

Episode 50: Visit Sacramento is Redefining Sacramento Through Culture, Tourism and Economic Growth.

Join me, Kelly Brothers, as I engage in a captivating conversation with Mike Testa, CEO of Visit Sacramento, who shares his fascinating journey into the world of destination marketing. Growing up in Davis and spending time in the East Bay, Mike eventually returned to Sacramento, where he discovered his passion for showcasing the city's unique appeal. He opens up about the complexities of his role, especially in challenging times, and the importance of fostering a genuine belief in the city's pot...

Nov 01, 202452 min

Episode 49: Dr. Terry Zimmerman's Success in Balancing a Business Built on Beauty.

Welcome to this episode, where I, Kelly Brothers, take you on a fascinating journey with the esteemed Dr. Terry Zimmerman, a renowned plastic surgeon from Folsom. Join me as we explore Dr. Zimmerman's inspiring path from his childhood dreams in Los Angeles to his accomplished medical career. As a child, Dr. Zimmerman dreamed of becoming an astronaut or race car driver, but his love for precision ultimately led him to medicine, specifically the transformative field of plastic surgery. In our conv...

Oct 22, 202451 min

Encore Episode: Securing Your Estate Before the 2026 Changes With Drobny Law's Anne Rosenthal.

This is an encore episode presented at a time appropriate for year end tax planning. Some big changes will be taking place in 2026 and that means 2025 or sooner will require significant work to be certain your trust and estate is in order. I hope you appreciate it if this is the first time you're listening and if it's a repeat for you, I hope you're taking action already. When Anne Rosenthal, the managing shareholder of Drobny Law, speaks about estate tax law, it's impossible not to get engrosse...

Oct 18, 202452 min

Episode 48: Blending Business Success Into Venture Philanthropy. Brad Squires Explains.

Ever wondered how childhood entrepreneurial ventures can shape a successful business career? Join me, Kelly Brothers, as Brad Squires, CEO of Sacramento Venture Philanthropy, shares his transformative journey from a young boy selling mistletoe with his brothers in Woodland, California, to co-founding a global B2B maintenance management software company, Maintenance Connection. Brad's stories offer a nostalgic look at the early lessons he learned, including responsibility and cash flow management...

Oct 11, 202450 min

Episode 47: Todd Sanfilippo's Look at Commercial Real Estate May Surprise You.

Curious about what makes a top broker tick? Join us for a captivating conversation with Todd Sanfilippo, a celebrated industrial broker crowned Broker of the Year by the Sacramento Association of Commercial Real Estate. Todd shares his inspiring journey from a childhood steeped in real estate in San Jose to becoming a leading figure in Sacramento's commercial property market. Discover how pivotal choices, like opting for a research role at CBRE over a secure position at AT&T, and the influen...

Oct 04, 202452 min

Episode 46: Your Financial Future Through the Eyes of a Newer Generation of Advisor.

Join your host, Kelly Brothers, as he introduces two young, dynamic certified financial planners (CFPs) from CAPTRUST's Sacramento office, Lauren Ralston and Kathryn McCall. Together, they dive into a variety of financial topics relevant to the local community, ranging from the importance of financial literacy, effective budgeting strategies, and insurance needs, to preparing for retirement and managing inherited assets. The conversation covers practical advice on financial planning, estate plan...

Sep 27, 202452 min

Episode 45: Cecily Hastings "Inside Publications" is a Grassroots Growth Success Story.

Join me, Kelly Brothers, as I chat with Cecily Hastings of "Inside Publications" and "Inside Sacramento" and explore her inspiring journey from Ann Arbor, Michigan, to becoming a prominent publisher in Sacramento. Cecily recounts her upbringing in a vibrant neighborhood and her multidisciplinary design education from the University of Michigan. Moving from a career in commercial interior design and office furniture sales in the San Francisco Bay Area to Sacramento, she shares the challenges of m...

Sep 20, 202452 min

Episode 44: Timeless Traditions - The Enduring Legacy of Corti Brothers With Darrell Corti

What happens when a family-owned grocery store becomes a community cornerstone for over seven decades? Listen as Darell Corti of Corti Brothers shares the incredible journey of this Sacramento icon, from its modest beginnings in 1947 to its staunch commitment to customer-focused service today. Explore the roots of Little Italy in Sacramento and understand the profound cultural impact of the Italian-speaking network centered around St. Mary's Parish Church. Hear heartwarming stories of multi-gene...

Sep 13, 202450 min

Episode 43: Mentors, Markets and Family; Why Jeff Phelan is the Real Estate Success He Is Today.

Join me, Kelly Brothers, for an insightful episode featuring Jeff Phelan, a seasoned real estate developer from Sacramento, as he shares his incredible journey from humble beginnings to building a near-national development company. Listen in as Jeff recounts his early interest in construction, sparked by hands-on summer jobs in Redding, California, and the pivotal role a neighbor, Jim Lenane, played in his career by connecting him with initial opportunities. This episode is a testament to the po...

Sep 06, 202450 min

Episode 42: Building Future Automotive Group with Founder & CEO Steve Pleau

Join me for a fascinating conversation with Steve Pleau, the Founder and CEO of the Future Automotive Group, as he shares his remarkable journey from growing up in Northern California to becoming a leading figure in the automotive industry. Steve recounts his unexpected move to Sacramento before his senior year of high school, his early days working as a lot boy, and his passion for gymnastics that saw him coaching while working full-time. His collegiate gymnastics career at Sac State, marked by...

Aug 30, 202449 min

Episode 41: Brewers, Baseball and Broadcasting, How Jeff Levering Balances It All.

What happens when a young boy's love for baseball evolves into an illustrious broadcasting career? In this episode I'm speaking with Jeff Levering, the voice of the Milwaukee Brewers. He recounts his incredible journey from Sacramento to the big leagues. HIs passion for baseball was ignited by his father and childhood heroes like Matt Williams and Will Clark, leading him to win a state championship at Jesuit High School and a national championship at Chapman University. Discover the pivotal mome...

Aug 23, 202452 min

Episode 40: Intern to Influencer-Insights From a California Conservative Consultant.

Get ready for an extraordinary journey through the ever-evolving sphere of California politics with my special guest, Jeff Randle, a seasoned conservative political consultant. Jeff shares his compelling story, from his roots in La Mirada, Los Angeles County, to the influential moments that sparked his political ambitions. He takes us through his early days—starting with an unforgettable experience at the 1980 Republican National Convention and a pivotal internship with U.S. Senator Pete Wilson....

Aug 16, 202452 min

Episode 39: Comstocks Magazine - 35 Years of Vision, Evolution, and Impact.

Can you transform a vision into reality with just $2.50? Discover how Winnie Comstock-Carlson did exactly that when she founded Comstock's Magazine. Join me, Kelly Brothers as Winnie, the president and publisher, and Judy Farah, the magazine's editor, recount their inspiring journeys in the media world. From Winnie's initial conviction that Sacramento needed better business reporting to Judy's impressive career that spans significant events like the 1984 Olympics and the Oscars, this conversatio...

Aug 09, 202450 min

Episode 38: Institutional Investing - Endowments and Foundations for Nonprofit Organizations..

How can nonprofit organizations ensure their missions are financially sustainable? Join me, Kelly Brothers, Mike Genovese, and Scott Thomas Principals of CAPTRUST Sacramento, as they unpack the complex world of institutional investing and fiduciary governance. Gain insights from Mike's valuable experiences on the boards of the Crocker Art Museum and the Mercy Foundation, where he shares the evolving challenges and unwavering missions of these cultural and social pillars. This episode emphasizes ...

Aug 04, 202452 min

Episode 37: Tea Gardens to Technology; Lokesh Sikaria is Transforming Venture Capital in Sacramento

Imagine moving across the world at 18, adapting to a new culture, and later becoming a major force in a thriving business sector. That's the incredible journey of Lokesh Sikaria, the founder and general partner of Moneta Ventures. From his humble beginnings in Assam, India, influenced by his father's entrepreneurial spirit, to his current mission of transforming Sacramento's funding landscape, Lokesh's story is one of resilience, inspiration, and vision. This episode offers an intimate look into...

Jul 19, 202452 min
For the best experience, listen in Metacast app for iOS or Android