finances Archives - Business RadioX ®

MORE THAN MORTGAGES: John Withers with How Money Works

September 14, 2023 by Mike

Gwinnett Business Radio

MORE THAN MORTGAGES: John Withers with How Money Works

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John Withers/HowMoneyWorks

The mission of How Money Works is to eradicate financial illiteracy. NOT knowing how money works can make you financially unwell – for life. They teach people how money really works – a life skill not taught in schools. The financial education plus implementing the 7 steps to becoming successful with your finances (which they call “Money Milestones”) is answering a critical need in all communities. They’re helping people eliminate debt, increase cash flow, combat inflation, and take steps toward reducing their fears, stress, and worries about money. They teach from the top- selling personal finance book since 2020 “How Money Works – Stop Being a Sucker”. It’s a fun book to read and their classes are also fun. They make a serious topic seriously enjoyable.

Katrina Lucisano/Silverton Mortgage

Founded in 1998, Silverton Mortgage is an acknowledged industry leader within the mortgage community. They’ve always believed that maintaining the entire loan process in-house keeps everyone involved: borrower, real estate agent, and Silverton Mortgage. One team, one goal. ‍Because of their collaborative culture, they are honored to continually be recognized with the industry’s leading customer satisfaction rankings and stunning growth as they continually expand their lending footprint. Success is always a team effort. At Silverton Mortgage, they credit their years of success to the trust of their clients and the hard work of the talented individuals on their team.

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Mia Hubbard with Regions Bank and Amy Greiner with Kingsview Wealth Management

February 11, 2021 by Mike

Gwinnett Business Radio

Mia Hubbard with Regions Bank and Amy Greiner with Kingsview Wealth Management

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Mia Hubbard/Regions Bank

Regions Financial Corporation (NYSE.RF), with $144 billion in assets, is a member of the S&P 500 Index and is one of the nation’s largest full-service providers of Consumer and Commercial Banking, Wealth Management, and Mortgage products and services. Regions serves customers cross the South, Midwest, and Texas, and through its subsidiary. Regions Bank operates approximately 1,400 banking offices and 2,000 ATMs. Regions Bank is an Equal Housing Lender and Member of FDIC. Additional Information about Regions and its full line of products and services can be found at www.Regions.com.

Amy Greiner/Kingsview Wealth Management

Kingsview Wealth Management provides personalized, confidential financial planning and investment management to individuals, pension and profit sharing plans, endowments, trusts and small businesses. Advice is provided through consultation with the client and may include: determination of financial objectives, identification of financial problems, cash flow management, tax planning, insurance review, investment management, education funding, retirement planning and estate planning.

Amy is a CERTIFIED FINANCIAL PLANNER ™ with over two decades of experience in financial services.

Gwinnett Business Radio is presented by

Spring Cleaning Your Financial House

May 22, 2019 by Mike

Gwinnett Studio

Spring Cleaning Your Financial House

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Robert Port, Bradley Hilton, Laura Akins, Craig Frankel

Bradley Hilton/Modera Wealth Management

Bradley S. Hilton is a Financial Advisor at Modera Wealth Management, LLC. His role involves working with clients to formulate planning goals, developing and implementing wealth management strategies and monitoring clients’ progress in working toward their financial and investment goals. Bradley has experience working in all areas of financial planning, including retirement planning, estate planning, tax planning and risk management.

Prior to joining Modera, Bradley was a member of the wealth planning team at Wells Fargo Private Bank. Before that, he was a Wealth Strategies Analyst with U.S. Trust, a Bank of America company. He began his financial planning career as a Financial Analyst with The Ayco Company, part of Goldman Sachs.

Bradley earned his MBA from Georgia State University with a Masters Concentration in Personal Financial Planning. He also holds a Bachelor of Science in Business Administration with a concentration in Information Technology from the University of North Carolina at Wilmington. Bradley is a CERTIFIED FINANCIAL PLANNER™ professional.

Laura Akins/Nadler Biernath

Laura Akins practices in the areas of elder law, probate, and estate planning with Nadler Biernath. Laura assists her clients in planning for family emergencies, finding solutions for complicated mixed family circumstances, and for the end of life. After a loved one has experienced a catastrophe or passed away, Laura helps clients navigate through the probate procedure and legalities.

As a native of Atlanta, Laura appreciates the opportunity to serve her hometown community. With patience and empathy, she guides her clients through the often overwhelming estate planning or probate processes. Laura finds it incredibly rewarding to connect with her clients and make difficult circumstances easier.

Laura received a B.A. in History from the University of Georgia and a J.D. from Cumberland School of Law, Samford University. She is an active member of the Georgia Association for Women Lawyers and the Atlanta Bar Association. Laura serves on board for the Elder Law Section of the Atlanta Bar and for the Threshold Community Program (a/k/a The Community School).

CLICK HERE to watch the video of this show.

About Gaslowitz Frankel:

Gaslowitz Frankel is an experienced trial practice firm specializing in all aspects of complex fiduciary litigation throughout Georgia and the Southeast. With a focus on representing individuals, companies, banks, and fiduciaries in dispute involving wills, estates, trusts, guardianships, businesses, and securities law, their experienced and highly qualified litigation attorneys have tremendous credentials and a proven history of success.

If you would like to watch past episodes of “Wealth Matters”, please visit their You Tube Channel.

Remember to tune in HERE on the 4th Wednesday of every month at 8:30 AM to listen live to their show!

Facebook: https://www.facebook.com/EstateDispute
Twitter: https://twitter.com/EstateDispute
LinkedIn: https://www.linkedin.com/company/estatedispute

BUSINESS SOLUTIONS RADIO Jeremy Neis with Retirement Evolutions and Scott McLaine and Angie Merget with BrightWealth Academy

February 20, 2019 by Karen

Phoenix Business Radio

BUSINESS SOLUTIONS RADIO Jeremy Neis with Retirement Evolutions and Scott McLaine and Angie Merget with BrightWealth Academy

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BUSINESS SOLUTIONS RADIO Jeremy Neis with Retirement Evolutions and Scott McLaine and Angie Merget with BrightWealth Academy

Retirement Evolutions concentrates on what they label “People Centered Wealth Management”. Finances are just one dynamic of wealth and so Retirement Evolutions is there to help guide you to “invest in what you value.” Many people value that they won’t leave a mess behind for loved ones when they are gone. Some people value the thought of a secure and comfortable retirement. While other people value supporting organizations that are contributing to make the world a better place through impact / socially responsible investing and efficient philanthropy. Whatever you happen to value at this phase of life, they will help you create a comprehensive map that brings all the elements of your wealth into one clearly focused picture and help you take action toward your goals.

Jeremy Neis is an Investment Advisor with Retirement Evolutions and a small business operator fueled by the desire to enrich the life experience. He grew up in the Chicago area and chased the sun to get a degree at the University of Arizona in human and organizational communications. After doing so, he returned to Illinois where over the next 15 years he would find joy in co-launching and growing a technology solutions company and establishing a family. In 2014 he returned to the desert to join his current venture.

Jeremy is a proud contributor to the Conscious Capitalism movement as he views it as a powerful vehicle to bring about greater prosperity and reduced suffering for our human family. Over his career he has had the privilege to work closely with hundreds of different enterprises across many markets and industries. A common theme emerges among those firms that he’s seen excel and that is to be great not just with what they are bringing to market, but also with the manner in which they are doing so.

Follow Retirement Evolutions on LinkedIn, Facebook and Twitter.

BrightWealth Academy delivers world-class wealth building education and best-practices personal finance training to the everyday American working professional and their families. “We help you grow wealthy … faster.”

Scott McLaine is an accomplished public speaker, financial success coach and business consultant. He is an excellent communicator who immediately builds the trust of the individuals and audiences he works with. He has trained thousands of business professionals, business owners, and entrepreneurs around the country.

Scott is the Academy Instructor, Founder and CEO of BrightWealth Academy.

Connect with Scott on LinkedIn and follow BrightWealth Academy on Facebook.

Angie Merget is the Director of Business Development and the Corporate Financial Wellness Ambassador at BrightWealth Academy. Angie has a very diverse background. She studied at Rutgers where she graduated with highest honors and received a master’s degree in Engineering. Her background is in civil engineering where she was in heavy construction building bridges and highways. She’s been in the valley for over 6 years and is originally from New Jersey. She has also lived in Hawaii and Turkey and has traveled to over 20 countries. She is excited to bring financial education to the country and to help change many lives while doing so.

Connect with Angie on LinkedIn, Facebook or via email

ABOUT YOUR BUSINESS SOLUTIONS RADIO HOST

In 2014, Jon Deiter was working on the leadership team of a company which began implementing the Entrepreneurial Operating System® (EOS®). Jon experienced first-hand the value and power of EOS and its simple tools to establish a clear vision, gain traction toward that vision, and grow a healthy team.

He also came to realize his true motivation and passion ….. to help many more companies achieve great things through implementing EOS! He was trained as a Professional EOS Implementer and since 2015 has been working with organizations to help them implement EOS. He offers his implementation/coaching services through his company, Jon Deiter Solutions, LLC.

EOS is a people-centric management system that embodies successful, proven ways of working with people and a team. In addition to company growth and achieving the life you desire, implementing EOS has positive impacts to employees, culture and team health.

Jon has worked for over 30 years in leadership/management positions in privately held and family owned entrepreneurial businesses as well as smaller divisions of public companies. He earned an MBA in Finance from Benedictine University in Lisle, Illinois and he has worked as a licensed CPA with Accreditation in Business Valuation and Certified Global Management Accountant. He has held positions in a variety of industries as Tax Advisor, Consultant, Controller, Vice President, CFO, and President.

His leadership career in manufacturing, distribution and service businesses, along with experience as both a user and implementer of EOS, give Jon a unique perspective to pursue his passion of helping business owners and leadership teams achieve all they want from their business.

Jon is active in the Conscious Capitalism movement and is a founding member and Treasurer of the Arizona Chapter of Conscious Capitalism. Jon lives in Chandler, Arizona with his wife Julie, having moved to Arizona from Chicago suburbs in 2003.

www.linkedin.com/in/jondeitereosimplementer
www.eosworldwide.com
www.consciouscapitalismaz.com
Jon’s Direct Line: 480-760-5809

The “End of Life” Stage of Estate Planning

August 26, 2015 by Mike

Gwinnett Studio

The "End of Life" Stage of Estate Planning

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Adam Gaslowitz, Nikola Djuric, Brandy wright, Craig Frankel — Adam Gaslowitz, Nick Djuric, Brandy Wright, Craig Frankel

On this episode of “Wealth Matters”, hosts Craig Frankel and Adam Gaslowitz discuss how to anticipate and avoid issues at the “end of life” stage of estate planning with their guests Brandy Wright and Nick Djuric.

Brandy Wright/Cambridge Wealth Counsel

Brandy Wright, MBA, CDFA™, CFP® is a Wealth Manager with Cambridge Wealth Counsel. She specializes in working with senior executives and successful retirees. Having extensive experience designing and implementing complex financial plans for Fortune 500 executives and Executive Retirees, she has a wealth of knowledge and experience. Brandy joined Cambridge Wealth Counsel in 2010 and works primarily in the Atlanta-Northside office.

Brandy holds a Masters in Business Administration in Personal Financial Planning from Georgia State (1999) and is a Certified Divorce Financial Analyst® and a Certified Financial Planner™ professional. She also holds a BA in Finance with a minor in Risk Management from Georgia Southern University (1997). She is a corporate member of NAPFA.

Prior to joining Cambridge Wealth Counsel, she worked for The AYCO Company, L.P., a subsidiary of Goldman Sachs, for seven years holding various positions as an analyst, financial planner and eventually as Vice President (2003-2010). Brandy also spent several years as a Trust Officer with SunTrust Bank in their Fortune 500 executive pension group (1997-1999).

Brandy lives in Buckhead, Georgia with her baby girl, Blakely, and two Shih-tzu’s, Bentley and Barnsley. She is a Kappa Delta alumna and is a home liaison for the annual Tour of Kitchens event with the Junior League of Buckhead. While not working, she enjoys movies, music, social and charitable events, Holiday fun, UGA football, any chance to get to the beach, spending time with friends and family and trying to keep up with a very happy and active Blakely!

LinkedIn: https://www.linkedin.com/in/brandykwrightcdfacfp

Nick Djuric/Sutherland

Nick Djuric advises clients on estate planning—including the preparation of wills and trust instruments and tax and succession planning for closely held businesses. A member of Sutherland’s Tax Practice Group, Nick practices primarily in estate, gift and generation-skipping transfer tax; wills, trusts, and administration of estates; tax controversies; fiduciary litigation; and private foundations. In particular, he works closely with private family offices and their professional advisors on multigenerational estate planning. As chair of the Legislation Committee of the State Bar of Georgia Fiduciary Law Section, Nick has been active for many years in the reform of Georgia’s law of trusts and estates.

Nick served as an adjunct professor of law at John Marshall Law School and Georgia State University College of Law, introducing future attorneys to wills, trusts, estates and federal gift and estate taxation. Prior to joining Sutherland, Nick was a law clerk for the Honorable Gerald Bard Tjoflat, Chief Judge of the U.S. Court of Appeals for the Eleventh Circuit.

LinkedIn: https://www.linkedin.com/company/sutherland-asbill-&-brennan-llp

About Gaslowitz Frankel:

If you would like to listen to past episodes of “Wealth Matters’, please visit their You Tube Channel.

Remember to tune in on the 4th Wednesday of every month at 8:30 AM to listen live to their show!

Facebook: https://www.facebook.com/EstateDispute

Twitter: https://twitter.com/EstateDispute

LinkedIn: https://www.linkedin.com/company/estatedispute

The Facts of Factoring: Mark Little with Diversified Funding Services

July 29, 2015 by Mike

On the Money

The Facts of Factoring: Mark Little with Diversified Funding Services

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Get the facts about factoring! On this episode of “On the Money“, host Joe Moss interviews Mark Little with Diversified Funding Services on how factoring can help a small business.

Mark Little/Diversified Funding Services

Factoring is a fast, easy and flexible way to improve your cash flow and generate working capital for your company. Through the power of factoring, you obtain immediate access to cash that is normally tied up for terms of up to 30, 60 or 90 days in your accounts receivable.

Diversified Funding Services was founded in 1998 by Mark Little with the mission to provide businesses the opportunity to obtain critically needed cash flow for their companies with Account Receivables financing, traditionally known as Factoring. To accomplish this mission, Diversified Funding Services carefully selected trustworthy, well-financed, highly qualified funding sources to meet the needs of most business that qualified for this powerful form of finance. Many business owners did not realize this powerful cash flow tool existed. Many bank clients have profitable and growing businesses, however they do not qualify for traditional bank financing, or the constraints are not flexible enough to allow them to grow to their potential.

Diversified Funding Services has now helped clients in very diverse industries receive funding from $10,000 a month to over $1,500,000 a month. Any business that provides a product or service to another business is a candidate for this cash flow tool. From start up to well-established companies, all they need are invoices to creditworthy clients to realize the benefits of partnering with Diversified Funding Services.

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“On the Money” focuses on topics and issues allowing small businesses to better navigate the financial services minefield, with analysis and opinions from today’s industry experts on banking and loans. “On the Money” also introduces you to some of the top small business leaders in the Atlanta market.

Hosted by Joe Moss, the president of Embassy National Bank, “On the Money” airs live every Wednesday at 3:00 PM EST from the Business RadioX studio in Gwinnett.

Brian Pierce of Catalyst Wealth Management, Jonathan Holmes of Mighty 8th Media and John Miles of Law Offices of John M. Miles

July 9, 2015 by Mike

Gwinnett Business Radio

Brian Pierce of Catalyst Wealth Management, Jonathan Holmes of Mighty 8th Media and John Miles of Law Offices of John M. Miles

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Mike Sammond, Brian Pierce, Jonathan Holmes, John M. Miles, Steven Julian

Brian Pierce/Catalyst Wealth Management

Catalyst Wealth Management is focused on serving clients in the areas of investment management, alternative tax planning, wealth distribution planning, and legacy planning. They enjoy working with accredited investors who love their families and have a true desire to be successful in all facets of life. By helping clients accumulate, sustain, and ultimately distribute their wealth effectively, it is their hope that they will have a giant impact in this world.

Jonathan Holmes/Mighty 8th Media

Mighty 8th Media is beginning its 10th year as a full-service marketing, communications and interactive agency with the credentials, creativity and a desire to help organizations build a strong brand and grow their company through effective communications strategies. They view each client uniquely and offer marketing solutions that emphasize both traditional and interactive marketing techniques that are targeted to their unique needs. Their team of professionals sets ambitious goals, plans strategies that defy limits, and creates results-oriented campaigns that leave lasting impressions.

The firm’s name was inspired by the 8th Air Force, the largest force of its kind during WWII. Like Mighty 8th, they were formed in our home state of Georgia, delivered great results, and even extended their wings into Europe.

Located north of Atlanta, Mighty 8th Media was founded in 2005 by partners Jonathan Holmes and Bradley Sherwood. At the core of Mighty 8th Media is their dedication to an old-fashioned approach to customer service. They believe in the days when business relationships were often friendships in which the vendor could guide the customer through the decision-making process by fully understanding their needs, desires and financial parameters. By infusing creativity and a diverse mix of media and technology, Mighty 8th is skilled at breathing new life into old concepts.

John Miles/Law Offices of John M. Miles

John Martin Miles is an attorney on private practice in Suwanee. He is a solo practitioner which means that when you retain him, he is who you get, not an associate whom you have never met. John has been practicing in Gwinnett County for 39 years and over that time his practice has morphed to reflect the economy and the demands of his clients. At the current time his practice is focused on what he calls “preventive law”.

Rik Katz with PAK-LITE and David Hern with Alvarez & Marsal

May 13, 2015 by Mike

Silver Lining in the Cloud

Rik Katz with PAK-LITE and David Hern with Alvarez & Marsal

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Rik Katz/PAK-LITE

PAK-LITE manufactures underlayment for laminate, engineered and LVT flooring; and produce foam, plastic, rubber and non-woven parts often with adhesive backing, for the automotive and light industrial industries.

David Hern/Alvarez & Marsal

Alvarez & Marsal provides financial advisory services. The company offers turnaround advisory, crisis and interim management, process improvement, creditor advisory, corporate finance, and transaction advisory services. Additionally, it provides business valuation, business consulting, real estate and tax advisory, dispute analysis, and forensics services. It caters to apparel, consumer products, education, energy, finance, retail, healthcare, transportation and manufacturing sectors. The company’s clientele include Dan River, Inc., Timex Corporation, World Kitchen, Inc, Raymond International, Arthur Anderson and Lehman Brothers. Alvarez & Marsal was founded in 1983 and is based in New York, New York.

Juergen Gentzke and Rudi Herbst with German American Cultural Foundation and Michael McFarland with GrandView

February 25, 2015 by Mike

Silver Lining in the Cloud

Juergen Gentzke and Rudi Herbst with German American Cultural Foundation and Michael McFarland with GrandView

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Michael McFarland, Rudi Herbst, Juergen Gentzke, Dom Rainey

Juergen Gentzke & Rudi Herbst/German American Cultural Foundation (GACF)

Based in Atlanta, the German American Cultural Foundation (GACF) is a non-profit organization established in 2008 by Bernd Auer, Rudi Herbst, Martin Richenhagen, Thomas Gebhard, Teri A. Simmons and Peter Schwarzenbauer.

In 2014, the GACF added 5 new members to the board of directors, and gained corporate sponsorship from Siemens, AGCO, and Porsche, among others. They have partnered with Goethe Zentrum and the German School of Atlanta, and sponsored events such as the Max Raabe concert and the German Bierfest in Atlanta. They hope to further add to the rich cultural landscape of the Atlanta area, and strengthen ties between Germany and the United States.

Michael McFarland/GrandView

GrandView is a team of specialists that work collaboratively to bring clarity to the financial issues and concerns facing business owners. Their holistic approach to addressing financial challenges helps assure that strategic options are considered in context and plans are executed seamlessly. The fact that GrandView’s services encompass a range of financial disciplines means the client benefits from a more efficient process, spending less time in meetings, on the phone, and otherwise managing their business affairs.