Anthony Chen Archives - Page 11 of 13

Mental Junk or Financial Junk?, with Anthony Chen, Host of Family Business Radio

October 12, 2021 by John Ray

Family Business Radio

Mental Junk or Financial Junk?, with Anthony Chen, Host of Family Business Radio

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Mental Junk or Financial Junk? – with Anthony Chen, Host of Family Business Radio

What is more important than guilt or regret for what’s been done, or what’s been left undone? On a recent episode of Family Business Radio, Anthony shared his perspective on these questions. Family Business Radio is underwritten by Anthony Chen with Lighthouse Financial Network.

Anthony’s commentary was taken from this episode of Family Business Radio.

Anthony Chen, Host of Family Business Radio

family owned craft breweries — **Anthony Chen**

This show is sponsored and brought to you by Anthony Chen with Lighthouse Financial Network. Securities and advisory services offered through Royal Alliance Associates, Inc. (RAA), member FINRA/SIPC. RAA is separately owned and other entities and/or marketing names, products or services referenced here are independent of RAA. The main office address is 575 Broadhollow Rd. Melville, NY 11747. You can reach Anthony at 631-465-9090 ext. 5075 or by email at anthonychen@lfnllc.com.

Anthony Chen started his career in financial services with MetLife in Buffalo, NY in 2008. Born and raised in Elmhurst, Queens, he considers himself a full-blooded New Yorker while now enjoying his Atlanta, GA home. Specializing in family businesses and their owners, Anthony works to protect what is most important to them. From preserving to creating wealth, Anthony partners with CPAs and attorneys to help address all of the concerns and help clients achieve their goals. By using a combination of financial products ranging from life, disability, and long-term care insurance to many investment options through Royal Alliance. Anthony looks to be the eyes and ears for his client’s financial foundation. In his spare time, Anthony is an avid long-distance runner.

The complete show archive of Family Business Radio can be found at familybusinessradioshow.com.

Diana Murphy, Diana Murphy Coaching, Joseph Lambert, Joseph’s Junk Removal, and Tess Gamble, Pend Upon

October 5, 2021 by John Ray

Family Business Radio

Diana Murphy, Diana Murphy Coaching, Joseph Lambert, Joseph's Junk Removal, and Tess Gamble, Pend Upon

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Diana Murphy, Diana Murphy Coaching, Joseph Lambert, Joseph’s Junk Removal, and Tess Gamble, Pend Upon (Family Business Radio, Episode 24)

On this edition of Family Business Radio, three great business owners share their story of perseverance, mindset and balance. Diana Murphy with Diana Murphy Coaching talks about the power of mindset, Joseph Lambert of Joseph’s Junk Removal talks about consistent dedication to his plan, and Tess Gamble of Pend Upon shares how burnout led her to create a business to save others time. Family Business Radio is underwritten and brought to you by Anthony Chen with Lighthouse Financial Network.

Diana Murphy, Owner, Diana Murphy Coaching

Diana Murphy Coaching serves successful business owners when they need support during challenging transitions. Diana serves owners in big growth when they are thinking about selling and also during personal transitions that are affecting the business.

Diana Murphy is a life and mindset coach for the business owner/expert advisor/solopreneur. She helps business owners grow to reach their business goals while they taking brilliant care of their health and life. Diana coaches her clients to achieve their life and business goals by learning how to handle the obstacles that are inevitable along the way.

Company website | LinkedIn

Joseph Lambert, Owner, Joseph’s Junk Removal

Dreamer. Trailblazer. Jesus follower. Eldest of 5. Junk ➡️ Dreams. Running on Rocket Fuel🚀. ATL native. Avid 🏈 & ⚾️ fan. Urban Cowboy. Krispy Kreme❤️. Joseph is a 20-year-old entrepreneur in the trash industry. His company, Joseph’s Junk Removal, is already approaching 1.5 million after just 2 years in business. The secret? Great people, relentless confidence, and hard work!

Joseph’s Junk Removal’s story really starts when Joseph was 12 years old (winter 2013). As his parents were finalizing their divorce, Joseph realized the challenge ahead for his mom as she would try to provide for him and his four younger siblings. In an effort to help, Joseph started mowing lawns and working in construction to cover his own expenses. As a result, Joseph was able to release some of the burden off his family and discovered a hunger for growing a business in the meantime.

[Spring 2016] As mowing lawns grew, Joseph was restrained by one huge limiting factor: he wasn’t old enough to drive a car. Crazy right?! To fix the problem, Joseph partnered with a friend (Sam) who was older and could drive. The business model was simple: Joseph handled customer service, marketing, and scheduling. Sam handled the transportation. It was dynamite!

[Winter 2017] Fast forward to age 16, Joseph had saved up enough money to buy a pickup truck. After meticulously scanning the used car market for 6 months, he found his dream truck: a beautiful red and white 1986 Ford F-150. Armed with American ambition and horsepower, Joseph fixed his aim on every odd job he could find in surrounding neighborhoods.

[Summer 2018] At age 17, Joseph made $1600 in 4 hours by removing a bunch of junk for a landscaping client. He couldn’t believe it! After completing the job, Joseph researched the junk removal industry and was blown away by the margins, simple process, and scalability potential. From this point on, he focused on junk removal.

[Spring 2019] By senior year of high school, Joseph’s junk hauling business “Highschoolers Hauling Junk” was growing rapidly. As he juggled work, football, and baseball, Joseph put classes on the back burner. Consequently, he ended up failing a crucial class necessary to earn a diploma. As a result, he stayed in high school an extra semester (while all his friends went off to college) to finish the class. Embarrassing right?! Little did he know, it was a blessing in disguise.

[Fall 2019] While Joseph finished the class, the junk removal business (now called “Joseph’s Junk Removal”) was booming! By now, he was convinced of the immense potential in junk removal. After a full power-point presentation, Joseph got the greenlight from his family to pursue it full-time after graduation.

[Summer 2021] Less than 2 years after Joseph “officially” graduated high school, Joseph’s Junk Removal has grown to 25+ employees and 5 trucks. In that time span, Joseph and his team have fallen on their faces a lot. Lessons have been learned (some the hard way). But ultimately, every challenge the team has faced has made them stronger and more equipped to conquer the future.

What’s the secret? Grit? Hard work? Determination? Yeah, those are all essentials. But, THE KEY for Joseph’s Junk Removal is the right people. Teamwork makes the dream work. With the right team focused on the right goal, anything is possible! As Joseph says, “it’s just a huge privilege to be a part of this team!”

Company website | LinkedIn | Facebook | Instagram

Tess Gamble, Owner and Founder, Pend Upon, LLC

Pend Upon, LLC – An Atlanta Concierge Firm is dedicated to simplifying the lives of others. Pend Upon is a single point of contact for all personal support services. They assist busy professionals with services that include: running errands, making travel arrangements, coordinating small events, conducting informational research, absentee/vacation home check, and more.

Tess Gamble is the owner and founder of Pend Upon, LLC – An Atlanta Concierge Firm that is dedicated to simplifying the lives of others. After working in Corporate Human Resources for 20 years, Tess decided to provide busy individuals the personal lifestyle management services she desired. When the opportunity presented itself, it was an easy personal transition for her to utilize her human resources skills to focus on individuals.

Tess has a Bachelor of Science in Biology and received a Master of Science Degree in Administration with a Concentration in Human Resources from Central Michigan University. Tess is a Certified Paralegal from Emory University – Center for Lifelong Learning. In addition, she is a member of The Concierge Society of Atlanta.

Tess is a native of South Carolina. Outside of work, she loves spending time with her family, decorating, and traveling. Additionally, she is dedicated to helping her community and donates free time to various charitable associations.

Company website | LinkedIn | Facebook

Anthony Chen, Host of Family Business Radio

Anthony Chen started his career in financial services with MetLife in Buffalo, NY in 2008. Born and raised in Elmhurst, Queens, he considers himself a full-blooded New Yorker while now enjoying his Atlanta, GA home. Specializing in family businesses and their owners, Anthony works to protect what is most important to them. From preserving to creating wealth, Anthony partners with CPAs and attorneys to help address all of the concerns and help clients achieve their goals. By using a combination of financial products ranging from life, disability, and long term care insurance to many investment options through Royal Alliance. Anthony looks to be the eyes and ears for his client’s financial foundation. In his spare time, Anthony is an avid long-distance runner.

The complete show archive of “Family Business Radio” can be found at familybusinessradioshow.com.

The Value of Bringing in Another Perspective, with Anthony Chen, Host of Family Business Radio

September 2, 2021 by John Ray

Family Business Radio

The Value of Bringing in Another Perspective, with Anthony Chen, Host of Family Business Radio

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The Value of Bringing in Another Perspective, with Anthony Chen, Host of Family Business Radio

On a recent edition of Family Business Radio, host Anthony Chen reflected on a challenge all services providers encounter occasionally, being heard by clients or family, and when it may be important to bring in an outside perspective. Family Business Radio is underwritten by Anthony Chen with Lighthouse Financial Network.

Anthony’s commentary was taken from this episode of Family Business Radio.

Anthony Chen, Host of Family Business Radio

Anthony Chen started his career in financial services with MetLife in Buffalo, NY in 2008. Born and raised in Elmhurst, Queens, he considers himself a full-blooded New Yorker while now enjoying his Atlanta, GA home. Specializing in family businesses and their owners, Anthony works to protect what is most important to them. From preserving to creating wealth, Anthony partners with CPAs and attorneys to help address all of the concerns and help clients achieve their goals. By using a combination of financial products ranging from life, disability, and long term care insurance to many investment options through Royal Alliance. Anthony looks to be the eyes and ears for his client’s financial foundation. In his spare time, Anthony is an avid long-distance runner.

The complete show archive of “Family Business Radio” can be found at familybusinessradioshow.com.

Andy Kalajian of Fort Leadership, Dixie McCurley with Cherry Bekaert, Tanya Osensky of Osensky Law LLC

August 16, 2021 by John Ray

Family Business Radio

Andy Kalajian of Fort Leadership, Dixie McCurley with Cherry Bekaert, Tanya Osensky of Osensky Law LLC

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Andy Kalajian of Fort Leadership, Dixie McCurley with Cherry Bekaert, and Tanya Osensky of Osensky Law LLC (Family Business Radio, Episode 23)

Legal, accounting, and executive leadership development may be something business owners consider doing themselves, but host Anthony Chen’s guests on this Family Business Radio episode discuss when its time to get professional support to deliver faster and more reliable results. Andy Kalajian with Fort Leadership discussed how mindset impacts the success of a business, Dixie McCurley talked about the need for proactive expert accounting, and attorney Tanya Osensky discussed how properly written contracts are necessary for any business. Finally, Anthony offers some advice about when to bring in an outside perspective. Family Business Radio is underwritten and brought to you by Anthony Chen with Lighthouse Financial Network.

Andy Kalajian, Founder and President, Fort Leadership and Sales Consulting, LLC

Fort Leadership and Sales Consulting, LLC is a Professional and Personal Development company that creates healthy corporate cultures by developing the personal and professional leadership capacity of the person. Fort Leadership and Sales Consulting, LLC believes that a healthy Corporate Culture benefits the business leader and the employee alike, and it enhances the customer experience.

The culture on the inside of a company is what the customer experiences on the outside of the company. That is the customer experience. But if this is true, why do so many employees feel that their corporate culture is not where it needs to be? Why do some employees describe their corporate culture as dysfunctional or even toxic? How does this dysfunction impact the customer experience? Furthermore, why do some business leaders when asked “how many employees work for you?” respond by saying, “about 1/2”!
Demographic studies indicate that in 5 years up to 75% of the employees will be millennials. That means that for a business leader to be able to attract and retain the best talent from the biggest pool of talent, the business leader must have a healthy corporate culture.

But if a healthy corporate culture is what the employer and the employee is looking for, what does a healthy corporate culture look like? How is a healthy corporate culture created? The answer is Leadership! Fort Leadership and Sales Consulting creates healthy corporate cultures through Leadership Development. Leadership development is all about Character. After all, when we talk about corporate culture, what we are really talking about is corporate character. Corporations are made up of people. And people bring their character to work. So, it only stands to reason that when a collection of people brings their collective characters to work, a corporate character or a corporate culture is created.

Fort Leadership and Sales Consulting, LLC is creating healthy corporate cultures.

Company website | LinkedIn | Instagram

Dixie McCurley, Principal, Digital Advisory, Client Accounting Services Lead, Cherry Bekaert

Ranked among the largest accounting and consulting firms in the country, Cherry Bekaert LLP provides guidance and support that helps our clients move forward to reach their organizational goals. We will ignite growth with integrated, forward-looking industry solutions that effectively deliver on our Client Promise, and we will deliver this growth by empowering our people and investing in efficient innovative processes to become the Firm of the Future.

Company website | LinkedIn | Twitter

Tanya Osensky, Owner, Osensky Law LLC

Osensky Law’s business model is designed around being more cost-effective and efficient for clients. No fancy office space. No staff. No run-around. When you call Tanya, you get Tanya. Not a paralegal; not an administrative assistant; not a receptionist. You won’t be transferred among several people. You don’t have to explain things twice to someone else. Nothing gets lost in translation.

Osensky Law is different from other law firms because Tanya’s experience comes from working inside the business, rather than an outside law firm. Unlike a traditional law firm, which is motivated to bill more hours by unnecessarily prolonging or over-complicating matters, Tanya’s focus is on providing business value to clients. Being a company’s in-house legal counsel gives a lawyer a unique insight into what kind of legal support a business wants and needs – not just technically correct legal advice, but strategic problem-solving.

Company website | LinkedIn

Anthony Chen, Host of Family Business Radio

Anthony Chen started his career in financial services with MetLife in Buffalo, NY in 2008. Born and raised in Elmhurst, Queens, he considers himself a full-blooded New Yorker while now enjoying his Atlanta, GA home. Specializing in family businesses and their owners, Anthony works to protect what is most important to them. From preserving to creating wealth, Anthony partners with CPAs and attorneys to help address all of the concerns and help clients achieve their goals. By using a combination of financial products ranging from life, disability, and long term care insurance to many investment options through Royal Alliance. Anthony looks to be the eyes and ears for his client’s financial foundation. In his spare time, Anthony is an avid long-distance runner.

The complete show archive of “Family Business Radio” can be found at familybusinessradioshow.com.

Chris Miller, North Fulton Wills, and Andrew Walker, Brady, Ware & Company

July 16, 2021 by John Ray

Family Business Radio

Chris Miller, North Fulton Wills, and Andrew Walker, Brady, Ware & Company

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Chris Miller of North Fulton Wills and Andrew Walker with Brady, Ware & Company (Family Business Radio, Episode 22)

Both Chris Miller of North Fulton Wills in law and Andrew Walker in accounting with Brady, Ware & Company developed a passion for their respective disciplines starting in high school. They shared how they enjoy using their expertise to serve individuals, families, and businesses with host Anthony Chen. Chris Miller discussed probate and what happens when a business owner passes away, either with or without proper planning. Andrew expounded on the current state of the construction industry, prices, the impact of the pandemic on business, and much more. Family Business Radio is underwritten and brought to you by Anthony Chen with Lighthouse Financial Network.

Chris Miller, Owner, The Law Offices of J. Christopher Miller

**J Christopher Miller, Owner at Law Offices of J. Christopher Miller, PC (North Fulton Wills)**

The Law Offices of J. Christopher Miller, known in the community as North Fulton Wills, is a team of three attorneys and a highly skilled office manager. Its mission is to provide capable legal representation in a welcoming atmosphere.

Whether guiding clients in starting their business, helping form special needs trusts, or helping surviving spouses and family members through the grief of losing a loved one, they are there for their clients every step of the way.

North Fulton Wills helps guide clients throughout their decision-making process and walk them step by step through often difficult decisions. The ultimate goal is to make sure that all clients understand how their documents will carry out their wishes.

J. Christopher Miller focuses his time in the areas of trusts and estates, taxation, and business law. His experience with all angles of estate administration informs his common-sense style of practicing law and helps him to form estate plans that suit each client’s situation. Chris has helped to broker reasonable settlements in a number of intra-family disputes and has successfully guided clients through estate tax filings and audits.

Chris enjoys his work in the special needs community, regularly discussing the use of Special Needs Trusts at the seasonal conferences of the Down Syndrome Association of Atlanta. He also serves on the faculty of several CLE seminars regarding Georgia’s probate code and its Limited Liability Company (LLC) Act. He uses his experience in counseling small businesses as a basis for workshops on drafting strong, flexible Operating Agreements for use in a variety of family business and commercial situations. In 2014, he wrote a chapter titled “Asset Protection Planning” for a guidebook written for physicians and healthcare professionals.

Chris resides in Johns Creek with his wife, Sharon, and a 7-year-old daughter.

Chris has been recognized as one of Georgia Trend’s Legal Elite in the field of Taxes, Estates, and Trusts both in 2009 and in 2014.

Chris was also voted best attorney in the North Fulton Family Life 2014 “Best of life” contest.

Company website | LinkedIn

Andrew Walker, CPA, MBA, Brady Ware & Company

Brady Ware & Company has guided clients through complex financial and tax issues since the early 50s. They combine unparalleled tax, audit, and advisory expertise with industry-specific knowledge. And they work with you collaboratively and efficiently to create the custom financial solutions that fit your needs. Brady Ware’s solutions keep you compliant, minimize your tax burden, improve operations, and free up the capital your business needs to grow.

Andrew joined Brady Ware in 2012 and has over 10 years of experience in public accounting and private industry.

Andrew specializes in audit, review, and advisory services for small to medium sized construction companies, contractors and EPC’s looking to grow and increase profitability.

Company website | LinkedIn

Anthony Chen, Host of Family Business Radio

Anthony Chen started his career in financial services with MetLife in Buffalo, NY in 2008. Born and raised in Elmhurst, Queens, he considers himself a full-blooded New Yorker while now enjoying his Atlanta, GA home. Specializing in family businesses and their owners, Anthony works to protect what is most important to them. From preserving to creating wealth, Anthony partners with CPAs and attorneys to help address all of the concerns and help clients achieve their goals. By using a combination of financial products ranging from life, disability, and long term care insurance to many investment options through Royal Alliance. Anthony looks to be the eyes and ears for his client’s financial foundation. In his spare time, Anthony is an avid long-distance runner.

The complete show archive of “Family Business Radio” can be found at familybusinessradioshow.com.

Dana Neiger, Hive; Bianca Rayner, Succentrix Business Advisors; and Douglas Young, Indie Green Festival

June 16, 2021 by John Ray

Family Business Radio

Dana Neiger, Hive; Bianca Rayner, Succentrix Business Advisors; and Douglas Young, Indie Green Festival

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Dana Neiger, Hive, Bianca Rayner, Succentrix Business Advisors, and Douglas Young, Indie Green Festival (Family Business Radio, Episode 21)

With a theme of forging their own paths, Dana Neiger of Hive, Bianca Rayner of Succentrix Business Advisors, and Douglas Young of Indie Green Festival talked with host Anthony Chen about how and why they chose to start their businesses. “Family Business Radio” is underwritten and brought to you by Anthony Chen with Lighthouse Financial Network.

Dana Neiger, CHRO/CoFounder, Hive Talent Acquisition Firm

HIVE Talent Acquisition firm is a certified WOSB (Women-Owned Small Business), government contractor, and minority-owned company located in Sandy Springs, GA. They deliver quality recruitment/staffing services, assisting business owners and companies of any size in retaining and training their staff, and provide HR solutions to both companies and candidates.

Hive removes the stress of HR from their clients – all while maintaining a 90% retention rate, an 85% hiring satisfaction rate, and a 53% diversity rate.
HIVE leverages AI (Artificial Intelligence) in its process to attract top-tier talent. As one of 5 staffing companies in the world to have access to the AI platforms that they use in our everyday practices, they are different from any run-of-the-mill staffing agency.
They work with all their clients to craft solid, measurable and successful hiring plans that work the first time. Their clients appreciate Hive’s ability to meet their needs by offering customizable strategies that equal long-term success and not just a “quick fill.”

Whether Hive creates DEI Strategies, updates policies and procedures (hello compliance), supports with government contracts, figures out why a team isn’t buying in or helps terminate staff, they are there for their clients.

Company website | LinkedIn

Bianca Rayner, Senior Vice President Financial Performance Management, Succentrix Business Advisors

“Exciting” may not be the first word that comes to mind when considering your accounting needs, but the team at Succentrix Business Advisors of Gwinnett aims to change that. They view accounting differently than most – they focus on establishing effective processes to reduce cost, so their clients can realize sustainable profits. The streamlined approach to accounting, bookkeeping, and tax services help their clients become better business owners.

The founders have a combined 40+ years of senior leadership experience, influencing the future of business operations and finances for Fortune 500 companies. Their passion is to help small business owners be knowledgeable about the financial performance of their business.

As an experienced accounting firm, Succentrix Advisors of Gwinnett offers Expertise, Responsiveness, Proactive Strategic Advice, Real-Time financial results.

Company website | LinkedIn

Douglas Young, Owner, Indie Green Festival

Douglas Young began his entrepreneurial journey in Alabama when he created the Black Heritage Extravaganza to showcase black culture and black-owned businesses in one event. His approach to business is to create events that reflect his own style and talents.

Now based in Atlanta, Douglas has started the Indie Green Festivals which have been held in Duluth, Norcross, Atlanta and East Point. He also owns Freeze Cream USA which he started six years ago and chose the unorthodox path of pitching the idea to a gas station to share space with them, and it blossomed from there.

Indie Green is now organizing the first-ever Carry Your Own Water Walk, based on the proverb ” Once you carry your own water you will learn the value of every drop.” The walk is focused on self-care awareness, community, and supporting small businesses while promoting a healthier lifestyle and environmentally friendly decisions. The Walk is scheduled for August 21st in Norcross, Georgia.

Indie Green Facebook | Freeze Cream website | Carry Your Own Water Facebook

Anthony Chen, Host of “Family Business Radio”

Anthony Chen started his career in financial services with MetLife in Buffalo, NY in 2008. Born and raised in Elmhurst, Queens, he considers himself a full-blooded New Yorker while now enjoying his Atlanta, GA home. Specializing in family businesses and their owners, Anthony works to protect what is most important to them. From preserving to creating wealth, Anthony partners with CPAs and attorneys to help address all of the concerns and help clients achieve their goals. By using a combination of financial products ranging from life, disability, and long term care insurance to many investment options through Royal Alliance. Anthony looks to be the eyes and ears for his client’s financial foundation. In his spare time, Anthony is an avid long-distance runner.

The complete show archive of “Family Business Radio” can be found at familybusinessradioshow.com.

Neeli Shah, The Law Offices of Neeli Shah and Barry Brimer, BeOriginal

May 12, 2021 by John Ray

Family Business Radio

Neeli Shah, The Law Offices of Neeli Shah and Barry Brimer, BeOriginal

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Neeli Shah, The Law Offices of Neeli Shah and Barry Brimer, BeOriginal (Family Business Radio, Episode 20)

Attorney Neeli Shah combined her love of numbers and her legal education and experience into her own firm which helps business owners and entrepreneurs with wills and estate planning. Barry Brimer founded his graphic design studio over 35 years ago and has been at the leading edge of adopting innovative technology to serve his clients. Each of these accomplished business leaders joined host Anthony Chen for this episode of Family Business Radio, which is underwritten and brought to you by Anthony Chen with Lighthouse Financial Network.

Neeli Shah, The Law Offices of Neeli Shah

Neeli Shah, Attorney, The Law Offices of Neeli Shah

At the Law Offices of Neeli Shah, they believe that planning for the future should be purposeful and practical. They work with and/or help to develop a collaborative team of advisers committed to navigating the planned and unplanned transitions of life. They strive to empower and enrich the financial lives of those they serve as a source of education, information, and solutions by integrating personal family dynamics and relationships with the financial and tax planning processes.

Company website | LinkedIn

Barry Brimer, BeOriginal

**Barry Brimer, Founder/Owner, BeOriginal**

BeOriginal is a multi-disciplined graphic design studio located in Suwanee, GA. In 1986, BeOriginal began providing creative services and consulting on all aspects of branding and marketing to help businesses achieve their marketing goals. Projects from corporate training videos and materials, to billboards, require an in-depth knowledge of many different production processes to make a marketing campaign successful. BeOriginal has that knowledge. Companies like Napa Rayloc and Winton Machine have relied on the quality design services of BeOriginal for more than 35 years.

Company website | Company LinkedIn | Twitter | Brimer LinkedIn

Anthony Chen, Host of Family Business Radio

Anthony Chen started his career in financial services with MetLife in Buffalo, NY in 2008. Born and raised in Elmhurst, Queens, he considers himself a full-blooded New Yorker while now enjoying his Atlanta, GA home. Specializing in family businesses and their owners, Anthony works to protect what is most important to them. From preserving to creating wealth, Anthony partners with CPAs and attorneys to help address all of the concerns and help clients achieve their goals. By using a combination of financial products ranging from life, disability, and long term care insurance to many investment options through Royal Alliance. Anthony looks to be the eyes and ears for his client’s financial foundation. In his spare time, Anthony is an avid long-distance runner.

The complete show archive of Family Business Radio can be found at familybusinessradioshow.com.

Rick Roberts, Voices Choices & Solutions, Rayna Neises, A Season of Caring, and Bradley Thomas, Inspire Everyday Fitness (Family Business Radio, Episode 19)

April 14, 2021 by John Ray

Family Business Radio

Rick Roberts, Voices Choices & Solutions, Rayna Neises, A Season of Caring, and Bradley Thomas, Inspire Everyday Fitness (Family Business Radio, Episode 19)

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Rick Roberts, Voices Choices & Solutions, Rayna Neises, A Season of Caring, and Bradley Thomas, Inspire Everyday Fitness (Family Business Radio, Episode 19)

The themes for this edition of “Family Business Radio” with host Anthony Chen were care for aging loved ones and maintaining health and wellness, as guests Rick Roberts of Voices Choices & Solutions, Rayna Neises of A Season of Caring, and Bradley Thomas of Inspire Everyday Fitness joined the show to discuss how they serve through their respective businesses. “Family Business Radio” is underwritten and brought to you by Anthony Chen with Lighthouse Financial Network.

Rick Roberts, Partner, Voices Choices & Solutions

Voices Choices & Solutions has been in business since 2017 as a full-service placement service to Seniors and their families when looking for Assisted Living, Personal Care Homes, and Nursing Homes. There is no fee to the family for their services.

Voices Choices & Solutions specializes in Senior Care Placement within the Atlanta metropolitan area. They work with seniors and their families to find just the right personal care options to meet their specific needs. Voices Choices & Solutions (VCS) was founded by Rick Roberts, an Elder Care Mediator and Senior Care Specialist. As an Eldercare Mediator, Rick leads the VCS team in helping families make difficult life-changing decisions. If the decisions involve senior care placement, the VCS team is able to help families in navigating the maze of issues associated with personal care options.

Company website | LinkedIn

Rayna Neises, Certified Coach/ Author, A Season of Caring

A Season of Caring is owned and operated by Rayna Neises an ICF Associate Certified Coach with certifications in both Life and Leadership Coaching from the Professional Christian Coaching Institute. She specializes in supporting those who are in a season of caring for an aging parent. A Season of Caring offers private coaching, monthly online support groups, a variety of workshops with a membership option coming soon.
Caregivers don’t need to aimlessly wander through this season, they can have the guidance and support they need in order to be able to look back with no regrets once they have walked their parent all the way home.

Rayna has also published a book with Morgan James Publishing sharing heartwarming stories and practical takeaways from her experience of caring for her father in the last years of his journey with Alzheimer’s. No Regrets: Hope for Your Caregiving Season is a must-read.

Rayna is the host of “A Season of Caring”, a weekly podcast where she interviews family caregivers and caring professionals to offer Hope for Living, Loving and Caring with No Regrets to her listeners.

Rayna lost both of her parents to Alzheimer’s disease twenty years apart. After her season of caring for her dad through his journey, she founded A Season of Caring Coaching where she offers encouragement, support, and resources aimed at preventing family caregivers from aimlessly wandering through this important season of life.

Rayna lives on a farm in southeast Kansas with her husband, Ron, and a small pack of dogs. She is the baby of her family, but most would never guess that. She is a former teacher and enjoys crafts of all kinds and spending time with her grandkids most of all.

Company website | LinkedIn | Facebook

Bradley Thomas, Owner, Inspire Everyday Fitness

**Bradley Thomas, Inspire Everyday Fitness**

Inspire Everyday Fitness (IEF) is a company here to help people to reach their goals through healthy lifestyle choices and plant-based nutrition. IEF was founded in 2018 and has been an evolution. IEF currently posts weekly plant-based recipes and offers a 21 Day Whole Foods Plant-Based Program and 1:1 Coaching. IEF is helping people to achieve awesome results, and our tag line is “your success helps and inspires others”. We believe that so many people, whether they know it or not are depending on you to show up and to be successful, and that as you are successful you will inspire and help others around you to become successful as well.

Bradley Thomas is the owner of Inspire Everyday Fitness, a newlywed, and born and raised in Mississippi. Bradley has 10 years of experience in corporate accounting and has been the owner of Inspire Everyday Fitness for going on 3 years. Bradley is a certified health coach and certified personal trainer who has a passion for health and fitness, helping people, and lifelong learning among other things. Bradley is also plant-based and has incorporated the plant-based diet into Inspire Everyday Fitness as well. Bradley is a driven person who wants to help to make this world a better place and who wants to leave a strong legacy for future generations.

Company website | LinkedIn | Facebook

Anthony Chen, Host of “Family Business Radio”

Anthony Chen started his career in financial services with MetLife in Buffalo, NY in 2008. Born and raised in Elmhurst, Queens, he considers himself a full-blooded New Yorker while now enjoying his Atlanta, GA home. Specializing in family businesses and their owners, Anthony works to protect what is most important to them. From preserving to creating wealth, Anthony partners with CPAs and attorneys to help address all of the concerns and help clients achieve their goals. By using a combination of financial products ranging from life, disability, and long term care insurance to many investment options through Royal Alliance. Anthony looks to be the eyes and ears for his client’s financial foundation. In his spare time, Anthony is an avid long-distance runner.

The complete show archive of “Family Business Radio” can be found at familybusinessradioshow.com.

James Connelly, Results Rehab, Lisa Sretenovic, Visionating, LLC, and Phillip Williams, P & P Business Solutions (Family Business Radio, Episode 18)

March 16, 2021 by John Ray

Family Business Radio

James Connelly, Results Rehab, Lisa Sretenovic, Visionating, LLC, and Phillip Williams, P & P Business Solutions (Family Business Radio, Episode 18)

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James Connelly, Results Rehab, Lisa Sretenovic, Visionating, LLC, and Phillip Williams, P & P Business Solutions (Family Business Radio, Episode 18)

Host Anthony Chen was joined by Lisa Sretenovic, Visionating, LLC, who discussed her advisory and tax work with business owners. James Connelly, Results Rehab, also joined the show to profile his physical therapy practice, and Phillip Williams, P&P Business Solutions, discussed how he helps family business owners in their transition and succession issues. “Family Business Radio” is underwritten and brought to you by Anthony Chen with Lighthouse Financial Network.

Dr. James Connelly, PT, DPT, OCS, Owner, Mobile Concierge Physical Therapist, Results Rehab

Results Rehab strives to provide top-quality physical therapy by utilizing evidence-informed practice and client values to best meet their needs.

James Connelly views his Mobile, Concierge Physical Therapy practice as a tool to serve his clients so that they can return to the life that they love and enjoy. He wants to give his clients the confidence to move freely, without fear of injury, to gain long-term success and happiness in their everyday lives.

Company website | LinkedIn

Lisa Sretenovic, CPA, CGMA, CITP, CAAS, Founder, Visionating, LLC

Visionating – [verb] act of continuously pursuing your business passion.

Lisa loves seeing professional practice owners with enough passion, drive, and belief in themselves to launch their own business. However, there are way too many of them flying by the seat of their pants, not knowing where their cash is going, and chasing after every sale, all while spending way too much time at the office.

She is on a mission to help these business owners understand they don’t have to give up their dream business. They can have a thriving company and spend time with their family. Not by getting better at their functional skills, but by focusing on three often neglected steps.

Sherlock Holmes is one of her favorite childhood heroes because he is known as a master of deduction and observation. Inspired by these skills, she takes pleasure in sleuthing through small businesses to optimize their costs and maximize their growth. Watching the mindset change of a practice owner go from defeated and burned out to joyful and inspired brings a smile to my soul. The thrill of deducing ways to ensure they have timely information is exhilarating. Having data allows her and her clients to collaborate efficiently, thus ensuring a positive, rapid change of direction. She hates seeing struggling owners, fatigued with the stress of money in their business, and lack of time with their loved ones, flounder by continuing to keep doing what they’ve always done. Lisa delights in explaining evidence to them because she knows how powerful the transformation will be.

Company website | LinkedIn

Phillip Williams, CEPA, President, P&P Business Solutions

**Phillip Williams, P and P Business Solutions**

P&P Business Solutions tackles the financial concerns that small businesses like yours face: Improving cash flow and profitability
Securing financing to fund capital projects
Generating working capital to fund business growth
Developing a successful exit strategy in preparation for retirement.

If wondering how you’d benefit from their guidance in navigating your finances, then simply contact P&P Business Solutions for a private consultation.

Company website | LinkedIn

Anthony Chen, Host of “Family Business Radio”

Anthony Chen started his career in financial services with MetLife in Buffalo, NY in 2008. Born and raised in Elmhurst, Queens, he considers himself a full-blooded New Yorker while now enjoying his Atlanta, GA home. Specializing in family businesses and their owners, Anthony works to protect what is most important to them. From preserving to creating wealth, Anthony partners with CPAs and attorneys to help address all of the concerns and help clients achieve their goals. By using a combination of financial products ranging from life, disability, and long term care insurance to many investment options through Royal Alliance. Anthony looks to be the eyes and ears for his client’s financial foundation. In his spare time, Anthony is an avid long-distance runner.

The complete show archive of “Family Business Radio” can be found at familybusinessradioshow.com.