The first step in proper financial planning is asking the right questions of yourself so you can begin to work towards the right answers. Those right questions are different for everyone, which is why John Froberg is joined me in studio to highlight key items you may want to consider when planning for your future.
The Real Estate Market is still booming! Debbie Glickman and Tami Levy with at properties are joining me in studio to share insight into what is going on with the market right now and some projections for the rest of 2023.
Our daily lives continue to be inundated with more and more activities. We are so deeply connected, that sometimes it’s almost impossible to break away for some downtime and a reset. Lenna Salbashian, Licensed Art Psychotherapist is joining me in studio on Friday, February 24th at 11:00 a.m. EST to share ways to empower you to wield your innate creativity so you can live a better life – mentally, emotionally, spiritually and physically.
People all over the world want to take control of their financial futures but don't know where or how to begin. They lack the access and connections to launch their business. David Carmell, CEO of STARTUP ROCKiT joins me in studio to give some great insight and guidance into how technology is helping make founders’ dreams come true. For more information, feel free to reach out to David Carmell at david@dealrockit.com.
We are all experiencing it! Inflation is here and some are saying it is here to stay! If your business is carrying inventory, you need to join me as I interview one of the most seasoned experts on Inventory Cost Planning! Sara Richardson, Director at Source Advisors will join me in studio to give some great insight into how your company can manage these increasing costs.
What is your business doing to retain and recruit employees during this era which has been termed by many as The Great Resignation? Christine Pietrowicz-Joanis, Area Manager at PuzzleHR joined me in studio to discuss the incredible challenge so many businesses are having - recruiting and retaining employees. Christine has great insight into what you can do to protect your business during this time. If you have additional questions or would like to speak with Christine, please contact her at chri...
CXOs are often pressed for their time, energy, and output. The old paradigm often leaves executives overworked with an endless list of to-dos and slowing growth. Using a proven framework, you can now reclaim your most valuable resource, time. With a newfound freedom, you can focus on the highest value actions to your organization and improve your quality of life. Josh Tan, Founder of Alchemist Consulting joined me in studio to uncover the ways you can remove the bottle neck in your business. If ...
Many entrepreneurs are fulfilling their dreams of building a business based on a product they built. Spending countless hours, and significant money on development, these ideas need to be protected. But so many questions come up about the best way to be protected. Jason Scherwith Carter DeLuca & Farrell joined me to share what a patent is, how it can protect you and what level of protection would be best. If you need support or have additional questions, you can reach Jason at jscher@carterd...
It is increasingly clear. Returning to the workplace is not a “return to normal”. Employees have reassessed their values, and the data is unmistakable; the majority want to go forward to a new normal, one that offers greater flexibility in where and when they work. Brian Gorman and Tony Carnesi with the Do-Be Associates join me live to share what this new normal is and how companies all over the world are adapting. For more information, contact Brian and Tony at brian@do-beassociates.com or tony...
There are new and creative ways to protect ourselves from cyber threats. Arthur Carp, CEO of Quantalytics joins me in studio again to give an update on some of the newer cyber threats and how to protect against those threats.
Lee Boss and Ross Karp joined me in studio for the final episode of our 3 part series focused on Strategies for Business Continuation. In this episode, we talk about ways to avoid disruption in your business should an event happen to your key personnel. Enjoy and if you have questions for either Ross or Lee, please feel free to e-mail them at ross@3p-insurance.com or lboss@mercadien.com
Ever since the idea of retiring from your job became an option in life, everyone focused on financial preparation. However, as it turns out, that is only 1/3 of the preparation needed! Dr. Pat Boulogne, author, speaker, influencer, coach and podcast guest joins me in studio to bring light into why it's important to build your mental and physical health in preparation for one of the biggest life transitions!
Being a better you is more than just a declaration! George Murray and Phil Connor, hosts of The Coffee with George & Phil Show will join me in studio to share some great points on: • Strategies to be a better version of yourself • Unstick yourself from being stuck at your job • Importance of a healthy mindset
Who is next in line? How do you prep them? How do you make sure they stick around to continue the business? These are the questions every business owner and C-Level Executive should be asking if they have not already done so. In part 2 of this 3 part series, Lee Boss, CPA, MBA, CGMA, Managing Director & Chair of Mercadien's Private Company Services Group and Ross Karp, CLTC, Founder of 3P Insurance Services join me in studio to give insight, guidance and ideas on how to properly plan for sel...
Many business have been able to survive tumultuous markets, supply issues, employee conflict and cash flow challenges. Business owners and C-Level Executives will fight to make sure their company survives each of these hurdles. On top, we've witnessed where company leaders will develop plans for how to handle these potentially unforeseen events. Where companies lose is when there is no planning for how it will continue when the next set of leaders take over. Lee Boss, CPA, MBA, CGMA, Managing Di...
We are all aware of the importance of cyber security. Password protection is one level, but you need more! Now is the time to learn what we should be considering. Arthur Carp, Founder and CEO of Quantalytics, a leader in Network Security Solutions sheds light into where additional security solutions are needed.
As we are pushing through 2021, it’s time to pause and rebalance your life! Dr. Pat Boulogne, DC, CCSP, AP, CFMP and author of “Why are you SICK, FAT, AND TIRED?” joins me in studio to give great insight into what you can do to bring success and smiles back into your life.
This was such a fun broadcast! A friend of mine, Ross Karp with 3P Insurance Services, asked to interview me on Showcase, instead of me always being the one asking the questions. Ross asks some very thoughtful questions about my career and about the Credit and Incentives world. It was a bit stressful being in the hot seat at first, but I had a great time sharing. Enjoy!
2021 is a year where Artificial Intelligence is being redefined and re-launched to the world. Noah John, co-founder and Kevin Jones of Autoscores join me in studio to deliver the evolution of Artificial Intelligence and what we can expect in the future. For more information, please contact Noah at noah@autoscores.com or Kevin at kjones@autoscores.com
Many businesses think they need a CFO, but can’t define what a CFO should provide or why they need one. Nelson Tepfer, founder of ProCFOPartners joined me in studio to give insight and guidance as to when it’s time to bring in a CFO and what you should expect of your CFO. For more information or to schedule a time to talk with Nelson, please contact him at nelson.tepfer@procfopartners.com
New PPP 1st and 2nd Draw Loans Are Now Available, but there are still a lot of questions surrounding requirements, eligibility and payback. Rollin Groseclose, Partner at Johnson Price Sprinkle joins me to bring the inside scoop on PPP. If you have additional questions, please contact Rollin at rollin@jpspa.com or (828) 254-2374
Since COVID, trade shows have become non-existent. This has had a significant impact on businesses who traditionally showcase their new lines of products and services at trade shows. Lanky Levy joins me in studio to showcase the Virtual Global Trade Show! Now a vendor can showcase their products and services 24 hours a day, 7 days a week 365 days a year. When you are ready to showcase your company, you can reach Lanky at www.virtualglobaltradeshow.com.
Starting out 2021 the right way means the need to enhance quality customer service. Ray McKenzie, founder of StartingPoint is with me to share some ideas and strategies that will deliver top quality experiences. This episode was previously recorded on LInkedIN, YouTube and Twitter.
Let’s start out 2021 the right way! While the stock market had significant returns, diversification still is key to growing your portfolio for the long term. I’ve invited Andrew Hodges, CFA and Lenny Linskerto join me and share some strategies you may want to consider for your portfolio. For more information, please contact Andrew at ahodges@viprofessionals.com or (646)-383-7757.
As we close out 2020, more people recognize the importance of proper planning. Ross Karp, CLTC and founder of 3P Insurance Services joins me in studio to give some great insight into what you should consider for proper portfolio planning for the new year. If you have questions or would like to set up a time to talk with Ross, you can reach him at ross@3p-insurance.com
Still confused and uncertain on what is going on with the PPP Program and Forgiveness? Curious on what or if there is going to be another program? Lance Aligo, CPA with KRS CPAs joined me in studio to give some great information on what is going on with PPP. If you have additional questions or need some guidance or a review, feel free to contact Lance at (201) 655-7411 or laligo@krscpas.com
You probably assume that the service providers your company contracts with are keeping you up to speed with the best service and fee schedules. Unfortunately, that is not the case! Mark Friedman, founder of Telergy is in studio to share his knowledge in how many company are paying significantly more for services than they should. In fact, the figures can go into the hundreds of thousands. As you are finalizing your year end planning, or you have to review contracts, you will definitely want to l...
You heard him here a few months ago. I thought with year end planning, it would be worth having 1031 Rob back in studio to share some updates and insight into the 1031 Exchange and some holiday thoughts before the end of the year. If you have questions, reach out to Rob. You can reach Rob at info@1031rob.com. Have a great holiday season.
I was curious what kids actually thought about high school and remote learning. That's why I've asked Rebecca Warady and Mikayla Pie to join me in studio to share some of their thoughts. The bonus, was they made me laugh.
Earlier this year, I had David Carmell in studio introducing DealRockit. As we are coming to the end of 2020, many businesses are looking for the right resources to continue to fund their businesses. DealRockit brings everyone together in a digitized community. Please feel free to visit David at www.dealrockit.com.
