financial advice Archives - Business RadioX ®

Ora Ball with Southeastern Railway Museum and Gary Glover with Glover Wealth Management

August 22, 2024 by Mike

Gwinnett Business Radio

Ora Ball with Southeastern Railway Museum and Gary Glover with Glover Wealth Management

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Ora Ball/Southeastern Railway Museum

Southeastern Railway Museum is a 35+ acre, privately owned museum featuring over 88 pieces of equipment, some of which you can go in and walk through. They also provide a demonstration train ride on historic cars. The Southeastern Railway Museum will provide an experiential atmosphere, open for all to enjoy as they learn about the history of railroad and land transportation in the region.

Gary Glover/Glover Wealth Management

Glover Wealth Management views retirement planning differently. After 30 years of experience, they focus on investments that seek to preserve capital and may have the potential to steadily GROW income over time. They believe a successful retirement plan should reduce worry, ensure no compromise of lifestyle and no real chance of running out of money.

Gwinnett Business Radio is presented by

Hosted by Mike Sammond
Produced by Dan Braverman

Karen Zapp, Financial Educator for HowMoneyWorks

August 2, 2024 by Mike

Celebrating Powerhouse Women

Karen Zapp, Financial Educator for HowMoneyWorks

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Celebrating Powerhouse Women salutes and recognizes women who are making an impact, whether it’s in business, philanthropy, public service, or elsewhere.

Karen Zapp/HowMoneyWorks

Karen Zappe is a Financial Educator for HowMoneyWorks. She’s also a former Naval Officer and she had a long career in engineering.

HowMoneyWorks teaches people how money really works because it’s not being taught in schools. Understanding how money works – the basics of personal finance – is an essential life skill that everyone needs each and every day. They teach the WHAT and the HOW so your families, friends, neighbors, and communities can be financially literate and not simply educated. They teach from the book, How Money Works – Stop Being a Sucker. It’s the top-selling book on personal finance since 2020. It’s been featured on national TV over 370 time (plus radio, web media, and more) and seen by over 125 million viewers on ABC, CBS, NBC, FOX, CNBC, etc. HowMoneyWorks’ crusade is to erase financial illiteracy, because the less you know… the more the finance industry makes.

Celebrating Powerhouse Women is presented by

Hosted by Amanda Pearch

Produced by Dan Braverman

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

October 2, 2023 by John Ray

Family Business Radio

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

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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

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.

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

August 29, 2023 by John Ray

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, 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

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

David Gracey, Network 1 Consulting

July 14, 2023 by John Ray

Family Business Radio

David Gracey, Network 1 Consulting

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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 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**

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.

Anthony Chen, Host of Family Business Radio

**Anthony Chen, Lighthouse Financial, and 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 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.

Signals For Whether or Not You Need a Financial Advisor, with Anthony Chen, Host of Family Business Radio

June 6, 2022 by John Ray

Family Business Radio

Signals For Whether or Not You Need a Financial Advisor, with Anthony Chen, Host of Family Business Radio

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Signals For Whether or Not You Need a Financial Advisor, with Anthony Chen, Host of Family Business Radio

Anthony Chen shares that the best time to reach out to a financial advisor is when major changes are occurring in life or business. 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.

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

Transitioning a Family Business from One Generation to Another (Part 2 of 2)

December 15, 2021 by Mike

Gwinnett Studio

Transitioning a Family Business from One Generation to Another (Part 2 of 2)

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Drew Gilbreath, Randy Brunson and Cole Porter

In the second part of a 2-part episode, host Randy Brunson discusses the benefits and challenges of transitioning a family business from one generation to another with second-generation business owners Drew Gilbreath of Sutter, McLellan & Gilbreath and Cole Porter of Porter Steel.

Drew Gilbreath/Sutter, Mclellan & Gilbreath

Sutter, McLellan & Gilbreath prides itself on being an independent agency and its ability to create a strategic business partnership between their client, their carrier and their community. Through mutually beneficial alliances, Sutter, McLellan & Gilbreath provide tailored services and products compatible with your expectations. SMG will communicate clearly and keep the program design concise. Brady is the only broker at the agency that focuses solely on employee benefits.

Cole Porter/Porter Steel

In business since 1983, Porter Steel is one of Atlanta’s premier providers of structural steel, miscellaneous metals, and architectural metals to General Contractors and other fabricators in the area. Additionally, they have a custom manufacturing division where they partner with other manufacturers in completing the steel portion of their product.

Randy Brunson/Centurion Advisory Group

Randy Brunson is the founding shareholder of Centurion Advisory Group. Randy has invested most of his forty-year career in financial services. He spent several years on the institutional side and had the opportunity to start a successful financial planning firm in 1991. Centurion Advisory Group serves individual and corporate clients, both in Georgia and throughout the country, offering personal and business financial planning, retirement plan design and management, and investment management services.

Randy studied engineering and marketing at UT Chattanooga. Randy currently holds the Accredited Investment Fiduciary (AIF®) and CKA designation and makes it a priority to stay on top of his knowledge in the financial industry through continuing professional educational opportunities and reading. In addition, Randy has completed studies in qualified plan design, estate planning and business transition planning and he enjoys speaking and writing regularly on these topics.

Stewarding Family Wealth is presented by

Transitioning a Family Business from One Generation to Another (Part 1 of 2)

December 9, 2021 by Mike

Gwinnett Studio

Transitioning a Family Business from One Generation to Another (Part 1 of 2)

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In the first part of a 2-part episode, host Randy Brunson discusses the benefits and challenges of transitioning a family business from one generation to another with second-generation business owners Drew Gilbreath of Sutter, McLellan & Gilbreath and Cole Porter of Porter Steel.

Drew Gilbreath/Sutter, Mclellan & Gilbreath

Cole Porter/Porter Steel

Randy Brunson/Centurion Advisory Group

Stewarding Family Wealth is presented by

Community Foundation for Northeast Georgia (Part 2 of 2)

December 6, 2021 by Mike

Gwinnett Studio

Community Foundation for Northeast Georgia (Part 2 of 2)

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Randy Redner, Britt Ramroop and Randy Brunson

Randy Brunson/Centurion Advisory Group

Randy Redner & Britt Ramroop/Community Foundation for Northeast Georgia

At the Community Foundation for Northeast Georgia, everything they do centers around one purpose – improving our world through the power of philanthropy. On a fundamental level, they do that through managing funds held in trust, donated by individuals, organizations and businesses. Most funds are donor-advised funds, similar to savings accounts. These funds are pooled for investment purposes and their income is used to make grants for a wide variety of charitable purposes. But their goals expand far beyond managing funds. They desire to strengthen the communities they serve in Gwinnett, Northeast Georgia and beyond by providing leadership, addressing community needs and assisting individuals and organizations with their charitable giving.