A podcast dedicated to helping business owners: Maximize Business Value - Optimize Personal Finances - Reach Financial Independence If you are a small business owner looking to exit your business within the next 5 years, this podcast is designed to help you understand the logistical details and necessary preparation steps to plan well for your transition. Hey there! I'm CERTIFIED FINANCIAL PLANNER™ Tom Poltersdorf Jr. and each week I'll be answering your top questions and help you successful ...
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The Business Owner's Podcast to Grow and Exit Your Business. We share with entrepreneurs like you the tactical and practical things to scale your business and create an exit strategy that maintains your lifestyle and fits your retirement income plan.
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Master the clean exit! Discover secrets of M&A Masters. You'll hear inside interviews with M&A advisors, attorneys, investment bankers, private equity players, and the entrepreneurs themselves. If you ever want to sell your business this is a must-listen podcast.
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We want to stuff your mailbox with dividends! Our goal is to show you the power of dividend growth investing, and for each year's check to be larger than the last. We analyze specific companies and look at the mindset this strategy requires to be successful long-term. Come explore this not-so-boring world and watch your portfolio's value compound.
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The Doctor's Mentor® Show: Ideal Medical Practice | Business of Medicine | Entrepreneurship | Exit Strategies | Docgitimacy™
Lori L Barr MD: Practice, Career and Lifestyle Mentor and Radiologist
Before medical school you want to help people feel better. Once you start training and get into your practice,whether it is private, hospital-based, institutional, academic or corporate, you discover the distress of toxic work habits, stressed health professionals and bureaucracy. You are in danger of becoming a faceless white coat that doesn’t have a clue how to feel good! This show meets doctors and allied health professionals where they are, from medical school, residency, fellowship, pra ...
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Dive into the essentials of wealth management with Ian Weiner and Todd Whatley on Wealth For Generations. This podcast brings you concise, expert insights on investment strategies, retirement planning, Estate Planning and financial well-being. This dynamic team of a Certified Financial Planner and Certified Elder Law Attorney are perfect for anyone from beginners to seasoned investors, our episodes focus on empowering you with the knowledge to make informed financial and estate planning deci ...
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Brian discusses various topics regarding retirement including income, taxes and wealth preservation. This podcast is for anyone who wants to be prepared when they are ready to retire.
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Friends, Lovers, and Acquaintances. Fifty years, and over 30 countries...Guest Topics are: Business, Art, Parenting, Science, Relationships, Marriage, Personal Growth, Communication Skills, Self-Confidence, Public Speaking, Health, Finance, Profitable Investing, Music Creation and Appreciation, Writing, and Retirement Exit Strategies!
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Retirement Chat Radio was created to help anyone with questions related to retirement. With its team of financial experts, Retirement Chat Radio provides reliable advice designed to help listeners plan for their retirement in the best possible way. From choosing the retirement path, understanding 401k's, and answering basic retirement planning strategies - this radio show covers it all! Get your questions answered and take control of your future with Retirement Chat Radio!
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Dentists, Puns, and Money is a podcast focused on two things: The financial topics relevant to dentists leaving clinical practice and the stories and lessons of dentists who have already done so. 1. The stories of dentists who have transitioned from full-time clinical dentistry. 2. The financial topics that are relevant for dentists making that transition. If you’re a dentist thinking about your exit from clinical, and you’d like to learn from the experiences of other dentists who have made ...
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Building and measuring engaged relationships in markets, among employees and retirement plan participants. Retirement + Research + Financial Wellness
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We'll teach you strategies on this show that'll help you gain financial independence and win the "game" of retirement. The show features financial advisor & coach Dale Tondryk of Tondryk Wealth Management in Minnetonka, MN and serving the Twin Cities.
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Each week, John Casmon speaks with real estate pros and marketing specialists to provide useful tips for multifamily investing. Listen and learn insights for market research, finding deals, attracting capital, and growing your portfolio.
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A podcast for teachers who are thinking about leaving the classroom to pursue a different career path or are simply curious about starting a teacher side hustle. Discover what you need to have in place BEFORE you resign from your teaching job including how to best replace your teaching salary outside of the classroom, the best jobs for teachers who don't want to teach, what you need to know about your teacher retirement, and how to find appropriate health insurance. We'll also dive into topi ...
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We open a window into the minds of the most successful leaders, investors, creators, and inventors — sharing Silicon Valley business acumen with entrepreneurs around the world. Silicon Valley ”Podcast Must Follow” - Feedspot
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Welcome to TodaysBusinessRadio.com. We are a combination of an on air radio show at KTLK AM 1130, Minneapolis, MN and our online and on demand “business reference library” of over 100 interviews with business advisors, in podcast format. Our mission is to help business owners to: increase enterprise value, improve profitability, control expenses and formulate an exit strategy for the business.
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The Financial Advisor Success podcast brings you real success stories and insights from the most successful financial advisors, and leading industry consultants, about how to take your advisory business to the next level. Get a glimpse of what it's like behind the scenes building a successful advisory business, and how entrepreneurial advisors navigate the inevitable highs, and lows, of growing a firm. Whether you're a new financial advisor trying to get started on the right foot, or an expe ...
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Welcome to the Podcast 'Don't Retire, Refire'! If you reject the notion of traditional retirement and want to continue to do something meaningful with your next chapter in life, this podcast if for you! You'll find ideas, tips and inspiration from experts, role models and authorities with host Alf Priestley. Having spent over twenty five years advising CEOs, business owners and professionals on optimising their lives, Alf Priestley serves his clients and their families as an experienced advi ...
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A podcast for business owners who are looking for expert advice on exit strategies and business transitions - pointing listeners to attend the Business Transitions Summit in May for further exploration. The Business Transitions Summit Podcast is hosted by Tom Bronson, CEO of Mastery Partners. Mastery Partners equips business owners to maximize business value so that they can transition on their terms. Check us out at masterypartners.com.
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The Walkway to Fight Club brings you an uncanny mix of talk and world class interviews inside the world of Boxing, MMA and Pro Wrestling by combat sports journalist Steven Muehlhausen. The Walkway to Fight Club presents an honest assessment from the top journalists and competitors in the world of combat sports. Hosted on Acast. See acast.com/privacy for more information.
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Produced out of the state of the art Tennis Channel Studios in Santa Monica, California, host Mitch Michals takes you inside the world of professional tennis with the past, present, and future of the sport. Featuring Tennis Channel broadcasters, players, and many others who eat, sleep & breathe tennis. Stay in the loop and in the know with Tennis Channel Inside-In.
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Join attorney, wealth manager, and well-known author David Mandell, JD, MBA in this podcast dedicated to improving a physician’s personal financial bottom line. David talks with doctors from every specialty and stage of career about their real-world lessons in financial matters, and interviews industry experts in all areas of wealth management. Tune in every other week for new episodes!
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Out of the Hourglass, presented by Nolan Consulting Group, is here to help Small Business Owners and Contractors alike visualize their goals, develop their team & build sustainable growth. You'll hear from our panel of NCG Coaches on a variety of topics, guest speakers from top industry resources, Business Owners sharing best practices and a focus on strategies across sales, marketing, business planning, human resources and more. We're here to take you "out of the hourglass" and reach YOUR S ...
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The Commission is the home of financial capability in New Zealand, helping Kiwis build wealthy lives. Our main focus is increasing the number of New Zealanders who are financially capable, putting them in the best possible position to reach their life goals and reach retirement in good financial health. Our work is community-based and we collaborate with other government agencies, non-government organisations, the commercial sector and the education sector. We also work with international or ...
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The Dental Wealth Nation Show is a dynamic and engaging show hosted by Tim McNeely, a best-selling author and elite wealth manager specializing in helping entrepreneurial dentists reduce taxes, increase impact, and achieve high-value exits. Tim’s extensive knowledge and expertise make him renowned for guiding dentists to build lasting wealth and exit their practices successfully—faster and with less effort than they ever thought possible.
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The story about a boy thrown away at birth in Korea and rescued at the brink of death -- and his journey through life. The podcast explores Dr Terwilliger's humorous experiences on the farm, life in the Air Force, funny stories, travels around the world, and learning to cope with a disability that impacted his life. Join me on this journey and the twists and turns of life through the lens of a gay Asian American who lived the American dream. There will be lots of laughs, perhaps a tear; and ...
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Locked On College Basketball podcast is the daily podcast that keeps you ahead of all the games and the first to know the latest news, analysis, and insider info in college hoops. Hosted by Isaac Schade and Andy Patton, the Locked On College Basketball podcast provides your daily college basketball fix with big-name expert opinions, player and coach interviews, recaps, local analysis, and coverage of all things college basketball. You’ll get all the heart-pounding action, buzzer-beating shot ...
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Finance Unpacked: Closing the Advice Gap with Gareth Shears & Shane Hyland
Gareth Shears & Shane Hyland
Join your hosts, Shane Hyland and Gareth Shears, on "Finance Unpacked: Closing the Advice Gap", a podcast dedicated to demystifying the complex world of personal finance. Each week, Shane and Gareth delve into critical topics ranging from budgeting basics and saving strategies to smart investments and retirement planning. Whether you're a financial novice looking to build a solid foundation or a seasoned saver searching for advanced tips, this show brings you practical, actionable advice, an ...
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Welcome to 90min Football's weekly transfer podcast. The show in which we break down the latest transfer stories, provide you with exclusives & keep you up-to-date with who is on the move and where!
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Finishing Touches: How to Maximize Value and Strategize Your Business Transition
Vincent Mastrovito
Introducing "Finishing Touches: How to Maximize Value and Strategize Your Business Transition" podcast, hosted by Vincent Mastrovito. Are you a dedicated business owner ready to embark on the next phase of your life? Maybe you are looking to start a new business, hand your business off to a family member, or simply become a fully retired entrepreneur? Planning for a successful transition can be complex and overwhelming, especially when family members are involved. But fear not, because at Fi ...
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The Going Deep with Aaron Watson podcast is a forum for having meaningful, deep conversations about the passions, fears and problems of people from all walks of life. Guests talk about entrepreneurship, sports, finance, comedy and lifestyle design.
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A soccer pod where an FA & USSF licensed coach, an astrophysicist soccer nerd, and an ex-pat living in Germany discuss the USMNT, MLS, and Yanks abroad with other obsessed fans of the nation's team.
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The Lawyers Money Show" is your go-to podcast for mastering the dual arts of law firm management and personal financial acumen. In each episode, our hosts Ian Weiner and Todd Whatley delve into the practical aspects of running a successful legal practice, from optimizing operational efficiency to innovative client engagement strategies. We also zoom in on the personal financial management of law firm owners and partners, offering insights on wealth building, tax planning, and retirement stra ...
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This Real Estate Investing Podcast, Behind The Curtain Podcast, is a property investment podcast created to expose the reality of real estate investing and property management and to let you hear the experiences and opinions of investors and real estate industry professionals. If you are just getting started in property investing or you are a seasoned investor with your own journey’s experiences, our property investor podcast will enable you to be equipped to invest with common sense.
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Hosted by Marla DiCarlo, this show discusses the ins and outs of selling and buying businesses and building value for the future. We toss around the cliché that small business owners put tons of blood, sweat, and tears into their businesses. This is true. Too often, small business owners leave money on the table. They don't take advantage of negotiation because they don't know how to improve or can't determine the right way to market themselves. Don’t have a sellable company? That is the rea ...
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Ep #110: 6 Reasons To Retire As Soon As Possible
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What if working longer is costing you more than you realize? In this video, I reveal 6 compelling reasons to retire sooner rather than later, including the impact on your health, the value of your time, and the relationships that truly matter. Watch the YouTube Version The Value of Time: Why time is our most precious resource and why delaying retir…
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Ep. 213: Retirement & Exiting Well – The Final Chapter with Kevin Nolan
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We are welcoming back Kevin Nolan, Former CEO of Nolan Painting & Co- Founder of Nolan Consulting Group to discuss a pretty momentous point in his life - On September 21st, Kevin celebrated his 65th birthday AND his official retirement from Nolan Painting. As he said in his speech and in today’s episode, it is time to pass the baton onto the next g…
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Developing New Communities with Multiple Exit Options with Brandon Cobb, Ep. 655
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Brandon Cobb is the owner of HBG Capital, a real estate firm specializing in providing investors with superior risk-adjusted returns and principal protection backed by real assets in Nashville's residential single-family sector. Through HBG Capital’s construction arm, Brandon oversees new developments, land rehabilitation, and residential property …
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Big 12 conference preview: Can Kansas Jayhawks bounce back? | How many teams make NCAA Tournament?
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Big 12 Basketball is set for a seismic shift as Texas and Oklahoma exit for the SEC, while Arizona, Arizona State, Utah, and Colorado join the fray. How will these changes impact the conference's power dynamics? Dive into the upcoming season with insights on Kansas' rare fifth-place finish last year and predictions for top teams like Bill Self's Ja…
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Patrick McEnroe on Nadal's Impact, Alcaraz's Level and The New Era of The Tennis Hall of Fame, Coco Vandeweghe Breaks Down The WTA Finals Field + Gilles Cervara On Coaching Daniil Medvedev To Incredible ...
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It's a star-studded episode of Inside-In, starting with Patrick McEnroe's return to the show. The prominent broadcaster recaps his seven year run at the Laver Cup as Team World vice captain, and discusses what he learned from watching the game's great players like Carlos Alcaraz up close. McEnroe also shares his thoughts on the legacy that Rafael N…
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How Will Tennessee Volunteers Replace Dalton Knecht? | Will another transfer step up? | Zakai Zeigler's critical role?
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Can the Tennessee Volunteers make their first Final Four appearance this season? With Dalton Knecht off to the NBA, the Volunteers face a challenging path to maintain their offensive firepower. This episode explores Tennessee's outlook, focusing on how transfers such as Chaz Lanier and Darlinstone Dubar might fill the offensive void left by Knecht.…
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Joe Hendry Talks Becoming A Star, Shawn Michaels, Eminem Singing HIm To The Ring
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In the last 18 months, Joe Hendry has become a household name. Ahead of his main event TNA Heavyweight Title Shot at Saturday's Bound for Glory, Hendry talks about his sudden rise to fame, what he learned from Shawn Michaels, the possibility of Eminem singing him to the ring and much more. A fun show as always so make sure you SUBSCRIBE, RATE AND R…
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Ep. 215: – An Acquisition Story Connecting with the Co-Owners at Central Oregon Garage Door
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Kim Merryman, Vice President of Central Oregon Garage Door and Kyle Fetzer, President, discuss their journey to becoming co-owners of Central Oregon Garage Door in April 2024. Highlighting the importance of trust, values alignment, and trusted advisors through this venture, Kim and Kyle share the timeline of closing the deal, the challenges and ris…
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Can the Auburn Tigers avenge last year's NCAA Tournament early exit? | Johni Broome: All-American?
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Can the Auburn Tigers break their March curse? After a surprising early exit in the NCAA tournament last year, Bruce Pearl's squad is back with a vengeance. With Johni Broome poised to be a first-team All-American, Auburn's basketball team is ready to make waves. This episode dives into Auburn's recent tournament struggles and the potential for red…
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Ep 408: Merging Into A Mid-Sized Firm To Grow Something Together (And Have A Real Piece Of It) with Maddi Keegan
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Maddi Keegan is a financial advisor and the Director of Operations at Frazier Financial Advisors, an RIA based out of Ohio that oversees $860 million in assets under management for 650 client households. After building a successful solo advisory firm, Maddi merged her business with Frazier Financial Advisors, where she secured a stake and stepped i…
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Redefining Retirement through Real Estate with Arn Cenedella, Ep. 654
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Arn Cenedella, founder of Spark Investment Group, is a real estate expert with more than four decades of experience, including 35 years as a Realtor navigating the unique real estate landscape in Silicon Valley, CA. Through these experiences, he developed a passion for helping others achieve their own financial freedom through investing in multifam…
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Louisville Cardinals' Pat Kelsey: How Quickly Can He Revitalize the Program?
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Can Louisville Cardinals Basketball reclaim its former glory? With a completely overhauled roster and a new head coach, Pat Kelsey, the Cardinals are poised for a thrilling season. Kelsey brings a fast-paced, three-point shooting system reminiscent of Nate Oats at Alabama, aiming to revitalize the program after two challenging seasons under Kenny P…
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Summary In this episode, Shawn Terrell shares his personal health journey, detailing the alarming onset of double vision that led to a series of medical evaluations and ultimately a diagnosis of arterial dissection following a small stroke. He recounts the emotional and physical challenges faced during his hospital transfers, the diagnostic process…
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Tony Bennett's sudden Virginia exit: What it means for the Cavaliers | How do we stop this coaching exodus?
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Tony Bennett's sudden retirement from Virginia basketball has left fans and analysts alike in shock. With longtime assistant Ron Sanchez stepping up just weeks before the season, the Virginia Cavaliers face a pivotal moment. This episode explores the ripple effects of Bennett's departure, a move that echoes the recent exits of coaching legends like…
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Oregon State coach Wayne Tinkle discusses move to the WCC, key transfer portal additions, and more!
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The Oregon State Beavers basketball team is preparing for the West Coast Conference, a shift that promises fierce competition and potential NCAA tournament bids. Coach Wayne Tinkle shares insights on the team's rebuilding strategy, focusing on nurturing young talent and strategic recruitment to fill key gaps. Veteran players Mikey Rataj and SIU Edw…
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Mastering the Corporate Life Cycle and Its Impact on Your Investments
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More on dividend growth investing -> Join our market newsletter! The corporate life cycle is an important yet often overlooked factor in investing. Like all things, companies age over time, with each phase having its own pros and cons. In this episode, Greg explores the corporate life cycle's impact on dividend growth investing. Using research from…
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How EV Chargers Will Impact Every Apartment Owner with Nicholas Johnson, Ep. 653
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Nicholas Johnson is the CEO of Orange Charger, a company focused on providing EV charging and energy management solutions for multifamily homes. He is dedicated to empowering people to live carbon-neutral lives without sacrificing their lifestyle. Before founding Orange Charger, Nicholas developed AI software to optimize traffic signals and reduce …
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BREAKING NEWS: Tony Bennett Retires from Virginia EFFECTIVE IMMEDIATELY
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National Championship head coach Tony Bennett has retired from Virginia effective immediately. The Cavs are just 20 days away from their first game of the season. This is a stunning move. Join the Locked On College Basketball Discord: https://discord.gg/bsKxDp8Qqb Follow & Subscribe on all Podcast platforms… 🎧 https://lockedonpodcasts.com/podcasts/…
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Election Season & Your Portfolio: Insights on Weathering Uncertainty with Andrew Taylor, CFP
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In this special episode tied timed to release before the upcoming U.S. elections, host David Mandell welcomes OJM Partner and Wealth Advisor Andrew Taylor, CFP, to discuss investing through impactful current events, including potentially stress-inducing election seasons. In this unique episode, David and Andy refer to a number of slides based on da…
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Nadal's Retirement, Sinner's Shanghai Title and Djokovic's Level With Gill Gross, Dean Goldfine on Coaching Roddick, Working With The USTA And Developing The Next American Stars + An Interview With MarketBeat ...
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Gill Gross returns to the podcast on the heels of Rafael Nadal's announcement that he will retire after next month's Davis Cup Final, for a wide-ranging conversation about the Spaniard's decision and legacy. Gross discusses the impact Nadal has made in the record books and off of the court, and breaks down how his ultimate rival Novak Djokovic look…
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Comparing AP Poll and KenPom: Who is right about Rutgers and Texas Tech? | Conference rankings!
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Are the AP Poll rankings misleading? Discover how the KenPom analytics shake up the preseason expectations for college basketball, spotlighting teams like the Rutgers Scarlet Knights. Dive into the debate over which conference reigns supreme: the Big 12 or the SEC. With Houston, Duke, Auburn, UConn, and Kansas leading in both offensive and defensiv…
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025-Enhanced Employee Retention
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Summary: How much is employee turnover silently costing your business? Lower employee retention rates can cripple your business value – here's how you can turn the tide. In this episode, Adam and Steve Burton tackle the rising challenge of employee turnover, offering tactical solutions such as a beneficial payroll tax credit and a future-oriented 4…
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Ep. 214: Organic Authenticity & Building Relationships with Jaclyn Rogers, Client Relations Manager at Ai Painting Plus
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We’re thrilled to welcome Jaclyn Rogers, Client Relations Manager at Ai Painting Plus in Columbia,MO , to today’s episode for a conversation focusing on her transition from retail management to the painting industry and her emphasis on providing an exceptional client experience. Known for her organic authenticity, Jacyln thrives off intentional, ge…
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Did Kansas deserve No. 1 ranking over Alabama? | Is UConn rated correctly at No. 3? | 9 SEC teams?!
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Are the Kansas Jayhawks poised to dominate college basketball this season? With the AP preseason poll placing them at #1, followed by the Alabama Crimson Tide and UConn Huskies, the stage is set for an exciting showdown. This episode breaks down the prospects of these top-ranked teams, exploring their strengths and potential challenges. Discover ho…
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John Dickie | Creative Investment Solutions in Down Markets
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Struggling with investment strategies in today's tumultuous market? Discover how the pros stay agile, creative, and profitable even during cash flow negative periods. In this episode, John Dickie, Partner at HighVista Strategies, opens up about navigating the lower middle market during financial downturns and seizing unique opportunities that many …
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Ep 407: Building Retirement Portfolios With A Liability-Driven-Investing Approach To Manage Sequence Of Return Risk with Mark Asaro
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Mark Asaro is the Chief Investment Officer of Noble Wealth Management, an RIA based out of Colorado that oversees $320 million in assets under management for 160 households. Mark stands out with his liability-driven investing approach, which builds retirement portfolios focused on managing sequence of return risk, leveraging the use of closed-end b…
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Avoid These Common Loan Mistakes with Jeff Welgan, Ep. 652
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Jeff Welgan has over 20 years of experience in the mortgage industry and real estate investing. Specializing in residential 1-4 unit conventional and non-conventional lending, Jeff is an expert in short, mid, and long-term rental strategies. His deep knowledge of financing has helped numerous clients, including notable real estate investors from Bi…
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Michigan State Spartans' Roster Shake-Up: Can Jaden Akins Lead?
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Michigan State Basketball faces a transformative season with significant roster changes. With four starters, including Tyson Walker and Malik Hall, departing, the Spartans are set to redefine their strategy. Can Jaden Akins, the only returning season-long starter, lead the charge? This episode explores the health status of Jeremy Fears, who is expe…
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Rick Pitino's Appearance at Kentucky's Big Blue Madness: Should St. John's fans be upset? | Boozer twins commit to Duke
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Rick Pitino's Kentucky Appearance Sparks Controversy: What Does It Mean for St. John's and Kentucky Fans? Join us as we explore Rick Pitino's surprising appearance at Kentucky's Big Blue Madness, donning Kentucky gear despite his current role as St. John's head coach. We dive into the implications for fans of Kentucky and St. John's. And what about…
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How to Turn Cold Emails into Hot Leads with Adam Rosen, Ep. 651
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Adam Rosen is a world-traveling entrepreneur who founded a tech startup right out of college, which he successfully sold in 2019. He now leads his 7-figure cold email marketing agency, Email Outreach Company, helping over 50 clients—including billion-dollar firms—secure more sales appointments. Running his business from stunning locations around th…
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UConn still team to beat in Big East | Can Pitino and St. John's finish top 3? | Conference preview!
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Can the UConn Huskies secure a third consecutive national championship, or another Big East title? With powerhouse teams like the Creighton Bluejays, Marquette Golden Eagles, St. John's Red Storm, and Xavier Musketeers in the mix, the competition is fierce. Dive into an in-depth analysis of UConn's dominance and their quest for another title. Explo…
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Mark Knowles Talks Coaching Pegula To The US Open Final, Jacob Fearnley On Winning Three Straight Challengers Too Break Into The Top 100 + Blair Henley On Interviewing And Announcing The Best Players In ...
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Mark Knowles returns to the podcast to discuss why he got back in the coaching game, and how his partnership with Jessica Pegula culminated in a run to the US Open Final. Knowles also dives into all the storylines in the men's game, with Carlos Alcaraz finding his joy again during the Asian Swing, and Novak Djokovic returning to action in Shanghai.…
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Dusty May's Michigan Wolverines debut: Can he turn the tide?
37:28
37:28
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Dusty May takes the helm at Michigan Wolverines Basketball, aiming to transform a team that struggled with an 8-24 record last season. Can he replicate his FAU success in the Big Ten? With key roster changes, including transfers like Vlad Golden and Danny Wolf, and returning talent such as Nimari Burnett, the Wolverines are poised for a fresh start…
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Why Trey Kaufman-Renn, Jalen Washington, and Ben Gold are among our six junior BREAKOUT candidates!
30:19
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Which college basketball juniors are poised to break out this season? Can Jalen Washington lead the North Carolina Tar Heels to new heights in college basketball? With Armando Bacot's departure, Washington is poised for a breakout season, showcasing his efficiency in the frontcourt. This episode explores the potential of Ben Gold stepping up for th…
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Ep 406: Exiting To A Perpetual Purpose Trust To Facilitate Internal Leadership Succession Without Indebting G2 Advisors with Michael Kramer
1:30:01
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Michael Kramer is the Manager of Natural Investments, an RIA based out of San Francisco that has offices across the country and oversees $1.9 billion in assets under management for 1,300 households. Michael's firm uniquely employed a perpetual purpose trust structure for its internal succession plan, which allowed the founding partners to monetize …
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Will You Be Able to Retire with Blaine McLaughlin, Ep. 650
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Blaine McLaughlin has spent 29 years in dentistry and is the owner of a successful multi-million-dollar practice. In addition to his dental career, Blaine is a seasoned real estate investor with ownership stakes in a $2.5 million commercial building, over 1,300 multifamily units in Dallas and Atlanta, and a build-to-rent project. Blaine's diverse i…
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UCLA roster overhaul: Can new talent help put the Bruins atop the Big Ten in season one?
36:08
36:08
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UCLA Bruins Basketball: A New Era Begins with Big Ten Transition The UCLA Bruins are shaking up the college basketball scene with a roster overhaul and a move to the Big Ten conference. With new talent joining through transfers and recruiting, the Bruins aim to elevate their shooting and overall performance after last season's setbacks. The passing…
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Return From Health Hiatus - Podcast Update From Shawn
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6:20
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Summary In this episode of 'Dentists, Puns and Money', host Shawn Terrell returns after a long hiatus due to health issues, specifically two strokes he experienced in June 2023. He discusses his recovery journey and outlines the new format of the podcast, which will focus on solo episodes and the intersection of life and financial planning for dent…
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