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Amanda Curd, Anchor Pilates, and Aaron Thomas, Prenups.com

November 16, 2023 by John Ray

Anchor Pilates
Family Business Radio
Amanda Curd, Anchor Pilates, and Aaron Thomas, Prenups.com
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Anchor Pilates

Amanda Curd, Anchor Pilates, and Aaron Thomas, Prenups.com (Family Business Radio, Episode 50)

On this episode of Family Business Radio, host Anthony Chen welcomed Amanda Curd, founder of Anchor Pilates, and Aaron Thomas, the mind behind Prenups.com. Amanda shared her career journey from being a physical therapist to opening her own Pilates studio, focusing on functional movements and promoting overall physical and mental strength. She discussed tailored practices for clients from different backgrounds, including those with specific needs due to conditions like cerebral palsy.

Aaron explained the concept and importance of prenuptial agreements as a tool for financial transparency, communication, and fairness in marriage. Aaron emphasized the need for such arrangements to avoid potentially destructive debates and stressors later in the marriage.

Anthony followed up with his guests about what they’ve seen as common reasons for failure in their clients. He concluded the show with comments about commitment and communication as critical to success.

Family Business Radio is underwritten and brought to you by Anthony Chen with Lighthouse Financial Network.

Anchor Pilates

Anchor Pilates specializes in one on one Pilates sessions. Amanda, owner of Anchor Pilates, brings her extensive background in movement analysis and function to the Pilates studio. Strength, balance, and posture, and how they relate to the individual client, are the cornerstones of Anchor Pilates. She uses the Pilates method and background as a physical therapist to get the most out her clients to help them get the most functional movement in their lives. That functional movement is dependent on the client’s life goals. Anchor Pilates takes the life goals and uses the strength, balance, and posture you gain from Pilates to anchor to life.

Website | Facebook | Instagram | YouTube

Amanda Curd, Owner/Instructor, Anchor Pilates, LLC

Amanda Curd, Owner/Instructor, Anchor Pilates, LLC

Amanda Curd is the owner of Anchor Pilates, LLC, located in Alpharetta, GA. She is also a licensed physical therapist, has a degree in Food and Nutrition, and holds varying Pilates certifications. She lives with her husband David and loves visits with her son who is at college. She enjoys all things fitness and nutrition.

In her spare time, she enjoys cooking, knitting, and taking long walks.

LinkedIn

 

Prenups.com

Marriage is the most important legal contract you’ll ever sign, but no one has read it!

Today, the average couple has 8–10 bank accounts, 6-7 credit cards, equity in a property, multiple retirement accounts, tens of thousands in student loans, multiple vehicles, two jobs, and possibly a business, brokerage accounts, and inheritance. It is important to combine your financial lives fairly to avoid a messy end to a marriage, which can cost tens of thousands of dollars and have a devastating impact on each spouse’s life, children, and financial future.

Prenups.com has developed a plan for you to get married and structure your finances in a way that avoids the most common confusion and arguments couples have when it comes to their finances.

Often maligned, and seen as planning for the end of the marriage before it begins, or as a tool only for the ultra-wealthy, you can use this contract to lay the financial foundation for a happy marriage.

They’ll provide you with a customized playbook that eliminates the confusion about relationship finance, ensures you and your spouse have agreed to a fair plan for managing your money, and gives you the tools to plan for a long marriage together.

Website | LinkedIn | Instagram | YouTube

Aaron Thomas, Founder, Prenups.com

Aaron Thomas, Founder, Prenups.com

As a three-time winner of Atlanta’s Best Divorce Attorney, Aaron Thomas is one of the nation’s top experts in family law issues. He is a 2002 graduate of Harvard Law School, and from 2015-2022, his firm Aaron Thomas Law, was recognized by peers as one of the fastest growing family law firms in the state of Georgia. With clients ranging from NBA hall of famers and Superbowl winners to Grammy award winning artists, Aaron has extensive experience representing his clients in a range of family law matters, including divorce, custody, child support, and prenuptial and postnuptial agreements.

As founder of Prenups.com, Aaron is widely viewed as the go-to source for writing fair prenups. He carries a fundamental belief that establishing a solid financial foundation during engagement can prevent many common marital disputes, and that fair prenups help create happy marriages.

Aaron is also the author of The Prenup Prescription:  Meet the Premarital Contract Designed to Save Your Marriage.

LinkedIn

Anthony Chen, Host of Family Business Radio

Anthony Chen, Lighthouse Financial, and Host of “Family Business Radio”

This show is sponsored and brought to you by Anthony Chen with Lighthouse Financial Network. Securities and advisory services are 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 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.

Tagged With: Aaron Thomas, Amanda Curd, Anchor Pilates, Anthony Chen, attorney, divorce, Exercise, Family Business Radio, Lighthouse Financial Network, marital disputes, marriage, physical therapist, prenup.com, prenuptial agreement

The Value of Partners for the Planning Process, with Anthony Chen, Host of Family Business Radio

October 31, 2023 by John Ray

Planning Process
Family Business Radio
The Value of Partners for the Planning Process, with Anthony Chen, Host of Family Business Radio
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Planning Process

The Value of Partners for the Planning Process, with Anthony Chen, Host of Family Business Radio

In a commentary from a recent Family Business Radio episode, host Anthony Chen spoke about the value of having a team of partners for the business planning process.

Anthony’s commentary was taken from this episode of Family Business Radio. Family Business Radio is underwritten by Anthony Chen with Lighthouse Financial Network.

Anthony Chen, Host of Family Business Radio

Anthony Chen, Host of Family Business Radio

This show is sponsored and brought to you by Anthony Chen with Lighthouse Financial Network. Securities and advisory services are 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.

Tagged With: Anthony Chen, Family Business Radio, financial advisor, financial planner, financial planning, Investment Advice, Lighthouse Financial Network, Planning Process

Paul Zanardo, Zanardo Dezignz, LLC, and Sheldon Guan, Pro Computer

October 16, 2023 by John Ray

Pro Computer
Family Business Radio
Paul Zanardo, Zanardo Dezignz, LLC, and Sheldon Guan, Pro Computer
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Pro Computer

Paul Zanardo, Zanardo Dezignz, LLC, and Sheldon Guan, Pro Computer (Family Business Radio, Episode 49)

On this edition of Family Business Radio, host Anthony Chen was joined by two superb business owners, Paul Zanardo, Zanardo Dezignz, LLC, and Sheldon Guan, Pro Computer.

Paul talked with host Anthony Chen about how he got into the web design business, the services they offer, and mistakes business owners often make when trying to create their own websites. He also discussed recent changes in SEO, the need for alternative text, mobile design, recent features added to Wix, and much more.

Sheldon Guan, owner of Pro Computer, shared with Anthony about his experience in IT and moving from Canada in retail computer sales to an opportunity in Georgia. He discussed what kinds of repairs he can do to save a computer from the landfill, refurbishing machines, the resale machines he has available, other services he provides, and more.

Anthony posed a final question for Paul and Sheldon about the advice they would give their younger selves just starting out.

Anthony concluded the show with comments about finding the right professionals to assist with planning and needs beyond the business owner’s skillset.

Family Business Radio is underwritten and brought to you by Anthony Chen with Lighthouse Financial Network.

Zanardo Dezignz, LLC

Zanardo Dezignz LLC is the Lawrenceville-based professional service provider offering fully integrated digital branding solutions through website development, SEO, graphic design, printing, and digital marketing. Some of their clients include Above & Beyond Cabinetry LLC, K&J Mechanical, Joe Sells GA with Keller Williams, and Hickory’s Trail.

Website | Facebook | Instagram | LinkedIn | Twitter

Paul Zanardo, CEO / Founder, Zanardo Dezignz, LLC

Paul Zanardo, CEO / Founder, Zanardo Dezignz, LLC

Paul Zanardo is the CEO and founder of Zanardo Dezignz LLC. He has over 20 years of sales management and marketing experience at companies such as TruGreen and Luxottica with a proven track record of growth in the areas of marketing and new client revenue.

He excelled in these fields but often thought about how he could improve the overall customer experience and desired to spend more time with his family. After lots of prayer and soul searching, he decided to go back to school and get his degree in graphic design with a study in website development.

His company is now quickly approaching 8 years of serving his community as a professional service provider. His wife, Amy, is their lead graphic designer and content editor. She earned this position by helping him study for his degree and collaborating with him through the entire process. Their son Anthony is a sweet, creative 7-year-old that also aspires to own a creative business as well.

LinkedIn

Pro Computer

Pro Computer was established in 2008, at Mall of Georgia, in Buford. Once expanded with a 2nd store in Cumming for 3 years. As the fast pace and continuous changes of computer industry, Pro Computer business scope keeps updating to adapt the market. What never changes is custom satisfaction focus by deliver value products and quality services.

Since 2023, Pro Computer renovated itself again, and relocated to Alpharetta, the center of IT, to be closer to the mass computer users. With 24×7 text service through business number 770-932-3020, quote request submission on website procmog.com, clients can save a trip to know how much it cost to repair the computers, and get quick help on urgent situation like liquid spill, suspicious onscreen browser webpage, computer error messages.

Website | LinkedIn

Sheldon Guan, PMP, Owner, Pro Computer

Sheldon Guan, PMP, Owner, Pro Computer

Sheldon has been owner of Pro Computer since 2008. After 15 years at Mall of Georgia in Buford, they moved to Alpharetta.

Sheldon has more than 29 years in the IT industry. When he emigrated to Canada, he began working in computer retail until he had the opportunity to start his own store in Georgia.

Sheldon is a certified PMP.

LinkedIn

Anthony Chen, Host of Family Business Radio

Anthony Chen, Lighthouse Financial, and Host of “Family Business Radio”

This show is sponsored and brought to you by Anthony Chen with Lighthouse Financial Network. Securities and advisory services are 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 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.

Tagged With: Alpharetta, Anthony Chen, computer repair, computer sales, digital branding, Family Business Radio, Lighthouse Financial Network, Paul Zanardo, Pro Computer, SEO, Sheldon Guan, website design, Zanardo Dezignz

Being Proactive To Reach Your Goals, with Anthony Chen, Host of Family Business Radio

October 2, 2023 by John Ray

Being Proactive
Family Business Radio
Being Proactive To Reach Your Goals, with Anthony Chen, Host of Family Business Radio
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Being Proactive

Being Proactive To Reach Your Goals, with Anthony Chen, Host of Family Business Radio

In a commentary from a recent Family Business Radio episode, host Anthony Chen discussed being proactive by working with a team of experts to mitigate risk and reach your financial goals.

Anthony’s commentary was taken from this episode of Family Business Radio. Family Business Radio is underwritten by Anthony Chen with Lighthouse Financial Network.

Anthony Chen, Host of Family Business Radio

Anthony Chen, Host of Family Business Radio

This show is sponsored and brought to you by Anthony Chen with Lighthouse Financial Network. Securities and advisory services are 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.

Tagged With: Anthony Chen, be proactive, Family Business Radio, financial advice, financial advisor, hire professionals, Lighthouse Financial Network, mitigate risk

Jeremy Stevenson, iBridge Global Partners, Kurt Seiler and Hannah Odonoghue, Baldwin Risk Partners

September 15, 2023 by John Ray

Baldwin Risk Partners
Family Business Radio
Jeremy Stevenson, iBridge Global Partners, Kurt Seiler and Hannah Odonoghue, Baldwin Risk Partners
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Baldwin Risk Partners

Jeremy Stevenson, iBridge Global Partners, Kurt Seiler and Hannah Odonoghue, Baldwin Risk Partners (Family Business Radio, Episode 48)

Jeremy Stevenson, Founder and Managing Partner of iBridge Global Partners, and Kurt Seiler and Hannah Odonoghue, Risk Advisors with Baldwin Risk Partners, joined host Anthony Chen. Jeremy discussed his work with family businesses, including common issues he sees and the approaches he takes to advising on growth and exit planning. Kurt and Hannah, personal risk advisors with Baldwin Risk Partners, covered how they work for the client directly, the personal and business risks their firm can help mitigate, and more.

Anthony had a follow-up question for the guests about the advice they would give their younger selves just starting out.

He wrapped up the show with comments about being proactive and contacting professionals to protect your assets.

Family Business Radio is underwritten and brought to you by Anthony Chen with Lighthouse Financial Network.

iBridge Global Partners

iBridge Global Partners, specializes in helping family business owners navigate the complexities of doing business with family.

With a focus on growth, streamlining, and long-term viability, they excel in optimizing governance, fostering sustainable growth, and crafting transition plans that secure legacies.

 LinkedIn

Jeremy Stevenson, Managing Partner, Founder, iBridge Global Partners

Jeremy Stevenson, Managing Partner, Founder, iBridge Global Partners

Jeremy founded iBridge to get back to what he loves, helping family businesses achieve their goals. He co-founded and sold a $1B+ company, has helped over 100 family businesses achieve their goals, and ran two family businesses.

Outside of business, he mentors military veterans, advocates for animal welfare, is a car and bourbon enthusiast, and tries to play golf.

LinkedIn

 

Kurt Seiler and Hannah Odonoghue, Personal Risk Advisors, Baldwin Risk Partners (BKS Partners)

Kurt Seiler and Hannah Odonoghue, Risk Advisors, Baldwin Risk Partners (BKS Partners)

Baldwin Risk Partners is a risk management firm and insurance brokerage specializing in custom insurance solutions. With over 40 insurance carrier partners they are able to comprehensively write policies and competitively price almost any risk. They work for the client directly – not any single insurance company, and our focus is protecting what you’ve built. Property, Casualty, Liability, and business insurance.

Website | LinkedIn | Facebook | YouTube| Kurt’s LinkedIn | Hannah’s LinkedIn

 

Anthony Chen, Host of Family Business Radio

Anthony Chen, Lighthouse Financial, and Host of “Family Business Radio”

This show is sponsored and brought to you by Anthony Chen with Lighthouse Financial Network. Securities and advisory services are 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 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.

Tagged With: Anthony Chen, business insurance, family business advisor, Family Business Radio, financial advisor, Hannah Odonoghue, iBridge Global Partners, insurance brokerage, Jeremy Stevenson, Kurt Seiler, liability insurance, Lighthouse Financial Network, property insurance, risk management firm

Leaving a Legacy Beyond Wealth, with Anthony Chen, Host of Family Business Radio

August 29, 2023 by John Ray

Leaving a Legacy Beyond Wealth
Family Business Radio
Leaving a Legacy Beyond Wealth, with Anthony Chen, Host of Family Business Radio
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Leaving a Legacy Beyond Wealth

Leaving a Legacy Beyond Wealth, with Anthony Chen, Host of Family Business Radio

In a commentary from a recent Family Business Radio episode, host Anthony Chen discussed a legacy that parents and grandparents leave behind that goes beyond wealth preservation.

Anthony’s commentary was taken from this episode of Family Business Radio. Family Business Radio is underwritten by Anthony Chen with Lighthouse Financial Network.

Anthony Chen, Host of Family Business Radio

Anthony Chen, Host of Family Business Radio

This show is sponsored and brought to you by Anthony Chen with Lighthouse Financial Network. Securities and advisory services are 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.

Tagged With: Anthony Chen, Family Business Radio, financial advice, financial planning, grandparents, legacy, Lighthouse Financial Network, parents, retirement, tax planning

Olivia and Carmen Amyette, Infinite Energy Advisors, and Gary Massey, Massey and Company CPA

August 10, 2023 by John Ray

Infinite Energy Advisors
Family Business Radio
Olivia and Carmen Amyette, Infinite Energy Advisors, and Gary Massey, Massey and Company CPA
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Infinite Energy Advisors

Olivia and Carmen Amyette, Infinite Energy Advisors, and Gary Massey, Massey and Company CPA (Family Business Radio, Episode 47)

Family business owners Olivia and Carmen Amyette, Infinity Energy Advisors, and Gary Massey, owner of Massey and Company CPA were the guests on this episode of Family Business Radio. Olivia and Carmen, her mom, talked about Olivia’s accomplishments and drive and her devotion to her grandfather that led her to start her own company after college. They discussed the generational influence in their family on the business, how they run their solar energy business, and more.

Gary Massey talked about how he became a CPA, starting his own firm, and  his approach to helping business owners. He discussed how he advises his clients to properly set up a business and stay out of tax trouble, tax planning, and much more.

Anthony then asked his guests to reflect on the obstacles they found when starting their business and what keeps them inspired and motivated.

Anthony concluded the show with comments about the most valuable legacy a family can leave to preserve wealth.

Family Business Radio is underwritten and brought to you by Anthony Chen with Lighthouse Financial Network.

Infinite Energy Advisors

Infinite Energy Advisors (IEA) is a boutique solar energy and energy-efficient home improvement firm. Their mission is to empower individuals, communities, and businesses to foster a better, brighter, cleaner future by taking control of their energy.

IEA specializes in creating cost-effective solar solutions to help their clients save money on power bills and achieve sustainability goals.

They are proud to be named a Best of Gwinnett nominee!

Company Website | Instagram | Facebook

Olivia and Carmen Amyette, Infinite Energy Advisors

Olivia and Carmen Amyette, Infinite Energy Advisors

Olivia is the owner of Infinite Energy Advisors. In this family business, her mother Carmen works as a Customer Relations Manager and her father John is the Installation Manager.

Olivia developed a passion for solar energy at Georgia Tech, where she engaged in research projects relating to environmentalism and energy conservation. Olivia took the leap of faith to start her solar company 7 months after graduating from Georgia Tech to follow her passion for renewable energy while also fulfilling her duties as a caretaker of her grandfather.

With more than 4 years of experience as a Technical Program Manager for the Georgia Tech Grand Challenges LLC, Olivia has extensive experience in optimizing technology according to a client’s needs, creating efficient systems, and enriching customer experiences. Having facilitated upwards of 53 research projects during her role as a facilitator at Georgia Tech, Olivia is well versed in project management and has optimized the solar purchasing/installation process to be seamless.

Olivia holds a BS from the Georgia Tech College of Computing, Solar Energy Certifications from Georgia Tech and Solairgen, and is currently working to get NABCEP certified. Her mission is to empower individuals, communities, and businesses to foster a better, brighter, cleaner future by taking control of their energy.

Olivia’s LinkedIn

Massey and Company CPA

Massey and Company CPA is an accounting firm located in Atlanta serving the needs of small businesses and individuals throughout Georgia.

Over the years, they noticed that CPA firms tend to be cold, unfriendly, hectic places. Maybe they are just so busy with tax season.

At Massey and Company, their team is bright, friendly and eager to please. Thanks to the team and their guiding principles, they are a different kind of accounting firm.

Gary Massey founded the company in 2013 with these principles which still guide them today:

  • Treat people with respect
  • Be kind – we are all human
  • Make complex issues less stressful
  • Charge fair prices

You won’t find stress or drama at the Massey office. Instead, you will find patient, understanding people who sincerely care. All year long.

Website | LinkedIn | Facebook | Instagram | YouTube

Gary Massey, Founder, Massey and Company CPA

Gary Massey, Founder, Massey and Company CPA

Gary Massey is the founder of Massey and Company CPA, based in Atlanta. He has over 30 years of experience in tax preparation, tax planning, and IRS and state tax problem resolution. He holds a CPA, a Master’s degree in Accounting and Master’s degree in Business Administration with a specialization in taxation. Gary is also a Certified Tax Representation Consultant.

Gary’s focus includes helping clients with tax problems. This includes representing clients in front of IRS and state agencies to resolve difficult tax issues, including audits, unpaid taxes, liens, levies, penalties, and notices. His work requires negotiation on a wide variety of tax matters, including offers in compromise, installment agreements, currently not collectible status, and penalty abatement.

Gary enjoys collecting art and spending time with his children and grandchildren. He is married to Chelly, a native of The Netherlands.

 LinkedIn

Anthony Chen, Host of Family Business Radio

Anthony Chen, Lighthouse Financial, and Host of “Family Business Radio”

This show is sponsored and brought to you by Anthony Chen with Lighthouse Financial Network. Securities and advisory services are 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 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.

Tagged With: Anthony Chen, business taxes, Carmen Amyette, CPa, Family Business, Family Business Radio, financial advisor, Gary Massey, Infinite Energy Advisors, IRS, Lighthouse Financial Network, Massey and Company CPA, Olivia Amyette, solar energy, solar power, tax planning

Changing the Paradigm of Retirement, with Anthony Chen, Host of Family Business Radio

July 24, 2023 by John Ray

Retirement
Family Business Radio
Changing the Paradigm of Retirement, with Anthony Chen, Host of Family Business Radio
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Retirement

Changing the Paradigm of Retirement, with Anthony Chen, Host of Family Business Radio

In a commentary from a recent Family Business Radio episode, host Anthony Chen discussed how to change the paradigm of how you think about retirement and financial planning.

Anthony’s commentary was taken from this episode of Family Business Radio. Family Business Radio is underwritten by Anthony Chen with Lighthouse Financial Network.

Anthony Chen, Host of Family Business Radio

Anthony Chen, Host of Family Business Radio

This show is sponsored and brought to you by Anthony Chen with Lighthouse Financial Network. Securities and advisory services are 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.

Tagged With: Anthony Chen, Anthony's Take, Family Business, Family Business Radio, financial planning, investments, Lighthouse Financial Network, retirement

David Gracey, Network 1 Consulting

July 14, 2023 by John Ray

Network 1 Consulting
Family Business Radio
David Gracey, Network 1 Consulting
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Network 1 Consulting

David Gracey, Network 1 Consulting (Family Business Radio, Episode 46)

David Gracey, Founder and President of Network 1 Consulting, was Anthony Chen’s guest on this episode of Family Business Radio. David described his journey from founding his company to celebrating 25 years in business this year. He also shared his thoughts on cybersecurity and how it’s changed, how his firm has crafted its culture and people, the common issues they see from their clients, some crucial tips on IT security, why outsourcing is sensible, and much more.

Anthony concluded with a challenge to listeners to consider what retirement means to them, not others.

Family Business Radio is underwritten and brought to you by Anthony Chen with Lighthouse Financial Network.

Network 1 Consulting

Network 1 designs, builds and supports the IT you need to run your business more securely, productively and successfully. For more than two decades, they have built Network 1 to be your partner and a home for IT that simply works.

Their clients know they can depend on Network 1 to provide the technology know-how they need to run their businesses efficiently and effectively. Since they never have to worry whether they have the best systems in place for their specific needs, they can focus on the tasks that bring the most value to their clients, employees and stakeholders.

Whether you want to outsource all of your IT needs to a reliable, responsive, service-oriented company, or need to supplement the work of your internal IT staff, Network 1 will carefully evaluate where you are now, discuss where you want to go and implement and support a plan to get you there with as little interruption as possible.

Their team of knowledgeable professionals will quickly become a valuable part of your business, taking care of your needs now and as they evolve. With particular expertise in the legal, medical, construction and financial sectors, they come to the table with a deep knowledge about your industry, security and networking needs so the solutions we recommend are scalable, on target and easy to execute.

No matter what challenges or obstacles arise, your Network 1 team will be with you—to provide knowledgeable, dependable service and support that you can count on, today and well into the future.

Company Website | LinkedIn | Facebook

David Gracey, Founder and President, Network 1 Consulting

David Gracey, Founder and President, Network 1 Consulting

There would be no Network 1 without the vision and commitment of David. Since its founding in 1998, David has grown Network 1 into a top-notch IT services company dedicated to delivering the best solutions for Atlanta’s small and mid-size businesses. His responsibilities include creating the vision and strategy for its growth and establishing the culture of Network 1.

David loves educating the business community on the benefits of implementing the best technology solutions for businesses and is a regular speaker for professional organizations, business associations and private companies. He has written articles for, or been quoted in, Atlanta Hospital News and Healthcare Report, International Legal Technology Association Communications Technologies Digital White Paper, Physicians Practice, American Bar Association GPSolo eReport, Georgia Medical Group Management Association, and The Wall Street Journal.

A Georgia Tech graduate with a degree in Industrial and Systems Engineering, David is originally from Clarksville, TN, but has called Atlanta home since 1985. He is a member of Vistage International, an active leader at Trinity Presbyterian Church and a member of the Capital City Club. When not at work, you’ll find him in a fitness class, peddling his bike, sweating out the toxins in a hot yoga class, spraying golf balls around the course, trying out new cocktail recipes, drinking the world’s best coffee, and spending time with friends, his three kids, and his lab(ish) rescue, Juniper.

 LinkedIn

Anthony Chen, Host of Family Business Radio

Anthony Chen, Lighthouse Financial, and Host of “Family Business Radio”

This show is sponsored and brought to you by Anthony Chen with Lighthouse Financial Network. Securities and advisory services are 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 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.

Tagged With: Anthony Chen, David Gracey, Family Business, Family Business Radio, financial advice, IT managed services, it services, Lighthouse Financial Network, Network 1 Consulting, Technology Solutions

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