financial advisor Archives - Business RadioX ®

Cary Matthews, Adam Marshall, and Jonathan Bill on Guiding Family Businesses

September 17, 2025 by John Ray

Family Business Radio

Cary Matthews, Adam Marshall, and Jonathan Bill on Guiding Family Businesses

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Cary Matthews, Adam Marshall, and Jonathan Bill on Guiding Family Businesses (Family Business Radio, Episode 68)

On this episode of Family Business Radio, host Anthony Chen sits down with three leaders who specialize in helping family businesses grow, plan, and prepare for the future. Cary Matthews of Opal Partners Group draws on his Fortune 50 and small business background to help companies clarify their identity, strategy, and culture. Adam Marshall of Lorium Law explains how his firm combines technical excellence with a human approach to risk management, transactions, and succession planning. Jonathan Bill of SBS Accounting and Advisors shares how his firm frees entrepreneurs from back-office burdens, delivering accurate books, timely financials, and proactive guidance. Together, they show how strategy, law, and financial discipline intersect to build strong family business legacies.

Family Business Radio is underwritten and brought to you by Anthony Chen with Lighthouse Financial Network. The show is produced by John Ray and the North Fulton affiliate of Business RadioX®.

Key Takeaways from This Episode

Cary Matthews emphasizes clarity on identity and culture as the foundation of strategy.
Adam Marshall shifted from “big law” to client-centered legal practice to focus on relationships and assisting clients in making informed choices.
Jonathan Bill sees accurate, timely financials as essential for growth, lending, and exit planning.
Strategic planning, legal foresight, and sound bookkeeping intersect in family business success.
Host Anthony Chen emphasizes that beyond dollars and cents, family businesses need clarity of purpose and must tie financial planning to personal meaning and legacy.

Topics Discussed in this Episode

00:00 Introduction to Family Business Radio
00:47 Cary Matthews’ Journey from COO to Business Strategist
02:14 The Importance of Organizational Structure
04:05 Common Challenges in Small Businesses
08:36 The Role of Strategy in Business Growth
12:01 Introducing Adam Marshall and His Legal Journey
14:52 Building Client Relationships in Law
18:50 The Importance of Risk Management and Pragmatism
25:21 The Importance of Foundational Documents
26:56 Preparing for Business Exits
28:20 Family Business Transitions
32:03 Introducing Jonathan Bill
32:10 The Origin Story of SBS Accounting
36:30 Unique Aspects of SBS Accounting
45:54 Legacy and Business Values
50:43 Anthony’s Financial Corner

Cary Matthews, Opal Partners Group

Cary Matthews is the Managing Partner of Opal Partners Group, LLC (OPG), where he helps small business owners and leadership teams get unstuck, achieve their goals, and build businesses they enjoy. As a strategy coach and fractional executive, he draws on more than two decades of experience leading operational improvement and growth in small businesses.

Before founding OPG, Cary served as COO and EVP of Operations for several Atlanta-area companies, overseeing project management, support services, accounting, HR, engineering, and logistics. His leadership produced measurable results, including reducing invoicing time by 80%, boosting gross profit by 10% while managing a 30% increase in sales, and cutting training development costs by 30%. Earlier in his career, Cary worked for Fortune 100 companies and a start-up, experiences that built the foundation for his passion and expertise in small business leadership.

Cary holds a Bachelor of Electrical Engineering and an MBA from Auburn University.

Website | LinkedIn

Adam Marshall, Lorium Law

Adam Marshall focuses his practice on matters dealing with corporations, with an emphasis on corporate restructuring, bankruptcy, and distressed M&A. Adam has represented debtors, creditors, corporations, lenders, funds, and buyers and sellers of assets in numerous industries, including retail, food service, real estate, healthcare, automotive, energy, and financial services.

Further, Adam counsels business owners/C-level executives on general corporate matters, including structuring, financing, operational needs, and liquidity events/strategies. Adam began his career as an attorney with several national and international law firms, including White & Case and Greenberg Traurig, working in the restructuring and distressed M&A practice areas.

He has practiced law since 1999 and lived in Florida for 21 years, until recently relocating to the Atlanta area with his wife Stefanie and two sons, Joshua (Duke ’23) and Alexander (University of Michigan LSA Honors ‘26).

Website | LinkedIn

Jonathan Bill, SBS Accounting

Jonathan Bill owns SBS Accounting & Advisors. Jonathan grew up in a small business and seeing his dad struggle to start a new business is what gave him his heart to help entrepreneurs. As a result, Jonathan started his company in 2006 with a passion to free and empower small businesses—”free” by taking their back-office responsibilities off their plate and “empower” by providing them with the key metrics and coaching in order to meet their goals. Since 2006, Jonathan and his companies have had the privilege of bringing this transformation to hundreds of organizations.

Outside of work, Jonathan enjoys spending time with his family and ministering in his church in the area of music.

Website | LinkedIn

Anthony Chen, Host of Family Business Radio

Family Business Radio is sponsored and brought to you by Anthony Chen with Lighthouse Financial Network. Securities and advisory services are offered through OSAIC, member FINRA/SIPC. RAA is separately owned, and other entities and/or marketing names, products, or services referenced here are independent of OSAIC. 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.

Follow this link to access the complete show archive of Family Business Radio.

Financial Infidelity: The Hidden Threat to Marriages, with Kathy Healy, Healy Wealth Management

March 3, 2025 by John Ray

North Fulton Business Radio

Financial Infidelity: The Hidden Threat to Marriages, with Kathy Healy, Healy Wealth Management

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Financial Infidelity: The Hidden Threat to Marriages (One Minute Interview, Episode 133)

During her recent appearance on North Fulton Business Radio with host John Ray, Kathy Healy of Healy Wealth Management addressed a growing concern in marriages: financial infidelity.

Healy noted that money consistently ranks as the primary source of conflict between married couples. She defined financial infidelity as behaviors ranging from “squirreling away money” and making undisclosed purchases to more significant financial deceptions.

The solution? Regular, transparent communication.

Healy shared that some of her clients have implemented structured financial check-ins. One couple calls their weekly session the “MOM” meeting—Meeting of the Minds. While Healy acknowledged that weekly might be excessive for many (including herself), she emphasized that monthly financial conversations should be the minimum standard.

Even when one spouse handles the day-to-day financial administration, Healy stressed that both partners must remain informed and engaged with their shared financial picture. This transparency builds trust and ensures both spouses understand their current situation and progress toward goals.

For couples discovering fundamental differences in their financial priorities, Healy offered a practical exercise: Have each spouse separately list their top ten financial goals, then come together to discuss. This approach creates space for both perspectives before moving into the essential work of collaboration and compromise.

The wisdom extends beyond avoiding arguments. Financial transparency builds something far more valuable: a shared vision that honors both partners’ needs and concerns.

By maintaining open financial communication, couples can avoid the damaging effects of financial infidelity and build a stronger foundation for their future together.

Follow this link to listen to Kathy’s full North Fulton Business Radio interview with host John Ray.

Kathy Healy, Healy Wealth Management

Kathy Healy, CFP®, founder and CEO of Healy Wealth Management in Atlanta, Georgia, has been recognized in this year’s Forbes Best in State Wealth Advisors—Atlanta High Net Worth Advisors and Top Women Wealth Advisors 2024, Best-In-State.

Kathy has served more than 20 years in the financial services industry and provides a full range of financial services, including retirement and financial planning, wealth management, and insurance. Her husband, John Healy, CFA, is the Chief Investment Officer for Healy Wealth Management. Together they make an amazing team, working to improve each client’s financial well-being.

Kathy’s education and certifications include: CERTIFIED FINANCIAL PLANNER™, University of Georgia–Terry College of Business MBA, University of Alabama at Birmingham BBA, University of Montevallo FINRA Series 7 held with LPL Financial, FINRA Series 66 held with IFG Advisory, LLC and LPL Financial Life and Health/Accident Sickness Insurance.

Website | LinkedIn | YouTube

The “One Minute Interview” series is produced by John Ray and North Fulton Business Radio, LLC, an affiliate of Business RadioX®, and recorded inside Renasant Bank in Alpharetta. You can find the full archive of shows by following this link.

Renasant Bank has humble roots, starting in 1904 as a $100,000 bank in a Lee County, Mississippi, bakery. Since then, Renasant has grown to become one of the Southeast’s strongest financial institutions, with over $13 billion in assets and more than 190 banking, lending, wealth management, and financial services offices in Mississippi, Alabama, Tennessee, Georgia, and Florida. All of Renasant’s success stems from each of their banker’s commitment to investing in their communities as a way of better understanding the people they serve. At Renasant Bank, they understand you because they work and live alongside you every day.

The Best Advice I Ever Received, with Anthony Chen, Host of Family Business Radio

January 13, 2025 by John Ray

Family Business Radio

The Best Advice I Ever Received, with Anthony Chen, Host of Family Business Radio

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The Best Advice I Ever Received, with Anthony Chen, Host of Family Business Radio

In this commentary from a recent Family Business Radio episode, host Anthony Chen shares the best advice he ever received.

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

Transcript

The most thankful advice I ever received from my mentor was “Anthony, people don’t make rational decisions. They make emotional decisions and then rationalize it.” And for those who know me, I know I’ve run my life in a very “Spock-like” manner where, Oh, what do you mean?

Everybody makes rational decisions. Yeah. Okay. That that, that took two to three years of him beating that into my head for it to finally sink through in terms of really advice to pass forward to piggyback off of our two guests and especially what just happened in the pre-recording is there is a calendar and spreadsheet of a life.

And then there’s life and for those who know me being the anal retentive control freak now that I have an almost seven-month-old that the idea of control is just fantasy. So for those of you listening in this I’ll end the show with this, if you think you can control life of on just a calendar and spreadsheet this is again, hearkening back to my mentor, Daryl, spoken like a true bachelor who doesn’t have a family yet.

And I did not realize that until I have my own family. Thank you for listening in to Family Business Radio.

Anthony Chen, Host of Family Business Radio

The complete show archive of Family Business Radio can be found by following this link.

Dr. Jamie Austin, Austin Dental of Roswell

December 10, 2024 by John Ray

Family Business Radio

Dr. Jamie Austin, Austin Dental of Roswell

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Dr. Jamie Austin, Austin Dental of Roswell (Family Business Radio, Episode 60)

In this episode of Family Business Radio, host Anthony Chen interviews Dr. Jamie Austin of Austin Dental of Roswell. Dr. Austin shares her journey from working in a craft store and pediatric dental office during college to discovering her passion for dentistry. She discusses the decision to buy her own practice, her experiences with patient care, and how she manages the challenges of owning a business alongside being a mother. Dr. Austin emphasizes the importance of personalized care in a private practice as compared to larger corporate-owned dental practices. She also highlights the evolution of dental services, including the use of Botox for treating teeth grinding and the role of technology like 3D imaging in modern dentistry. Dr. Austin concludes with advice on continuous learning and pushing oneself to provide the best patient care.

Anthony concludes the show with thoughts on digging beyond the surface of things.

Family Business Radio is underwritten and brought to you by Anthony Chen with Lighthouse Financial Network. The show is produced by John Ray and the North Fulton affiliate of Business RadioX®.

Dr. Jamie Austin

Dr. Jamie Austin is a general and cosmetic dentist at Austin Dental of Roswell. She is passionate about how the art of dentistry can change a person’s outlook on life, confidence, and overall dental health.

She started her dental career as a dental assistant and continues to strive to be the best clinician for her patients. Dr. Austin specializes in Invisalign, Botox, implant placement, crowns, KOR Whitening, and more.

Dr. Austin is an active member of the American Dental Association, the American Academy of Facial Esthetics, the Academy of General Dentistry, the Georgia Dental Association, the Peachtree Summit Study Club, and the Northern District Dental Society.

In her spare time, Dr. Austin and her husband enjoy spending time outdoors with their children, going to area sporting events, exercising and traveling.

Austin Dental of Roswell

Austin Dental of Roswell is a privately owned dental practice for the whole family.

Led by Dr. Jamie Austin, Austin Dental of Roswell focuses on a conservative approach to help patients achieve their dental health goals. They provide the latest dental technologies with the iTero Lumina scanner and Cone Beam Computed Tomography for implant planning, Invisalign and more. They help patients maintain dental health and cosmetic satisfaction through routine cleanings, teeth whitening, fillings, Invisalign, Botox, and dental checkups.

When the need for other treatment exists, such as dental crowns, root canal therapy, dental implants, dentures, or partials, they share all the potential advantages and disadvantages of each option.

Austin Dental of Roswell is privately owned and is always accepting new patients.

Website | Instagram | Facebook

Topics Discussed in this Episode

00:00 Introduction to Family Business Radio
00:30 Meet Dr. Jamie Austin
00:40 Journey into Dentistry
01:55 Choosing a Path in Dentistry
04:55 The Private Practice Difference
07:53 Navigating Major Life Changes
12:52 Innovations in Dentistry
19:33 Advice and Reflections

Anthony Chen, Host of Family Business Radio

The complete show archive of Family Business Radio can be found by following this link.

Jill Heineck, Heineck & Company, and Brandi Rhodes, Naked Mind Yoga + Pilates

December 3, 2024 by John Ray

Family Business Radio

Jill Heineck, Heineck & Company, and Brandi Rhodes, Naked Mind Yoga + Pilates

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Jill Heineck, Heineck & Company, and Brandi Rhodes, Naked Mind Yoga + Pilates (Family Business Radio, Episode 59)

In this episode of Family Business Radio, host Anthony Chen explores the journeys and insights of two dynamic guests. First, Jill Heineck from Heineck & Company shares her extensive experience in the real estate industry, focusing on relocation services for high-profile clients and adaptations post-COVID. Jill highlights the importance of understanding and leveraging relocation benefits for both employees and employers. She also underscores the value of setting boundaries in business. Then, Brandi Rhodes, owner of Naked Mind Yoga + Pilates, discusses her transition from professional figure skating and professional wrestling to running her own wellness studio. She shares anecdotes about the physical and mental benefits of yoga and Pilates and offers advice on navigating entrepreneurship and maintaining balance.

Anthony concludes the show with a thoughtful reflection on meaningful advice received from mentors, underscoring the value of emotional intelligence and flexibility in personal and professional life.

Family Business Radio is underwritten and brought to you by Anthony Chen with Lighthouse Financial Network. The show is produced by John Ray and the North Fulton affiliate of Business RadioX®.

Jill Heineck, Heineck & Company

With 25 years in Atlanta real estate, Ms. Heineck is a Certified Divorce Real Estate Expert (CDRE™) specializing in the sale of real property in family law cases. Ms. Heineck received her certification as a Divorce Real Estate Expert from the Ilumni Institute. Ms. Heineck offers her objective and neutral expert opinion in low- and high-conflict divorce matters involving real property.

Her extensive experience works seamlessly across all of her disciplines, including corporate relocation, sports and entertainment, and divorce listings. Working with Atlanta area sellers, Ms. Heineck is known for her in-depth discovery with each client in order to deliver at a high level, whether it be selling a condo, bungalow or multimillion-dollar estate. Working with Atlanta area buyers, Ms. Heineck seeks first to understand lifestyle requirements in order to craft strategic and winning offers.

Her relationship-based philosophy, deep understanding of the local market, and comprehensive knowledge of real estate and its nuances combined with her steadfast dedication to providing the necessary tools to make educated and informed decisions has created a strong and lasting network of loyal clients and trusted advisors.

Website | LinkedIn | Instagram | Facebook

Brandi Rhodes

Brandi Rhodes is an RYT 200-hour yoga teacher and a certified mat and reformer pilates instructor. Most people know her from her time as a professional wrestler and announcer in WWE and AEW. A lifelong athlete, Brandi began figure skating at the age of 4 and enjoyed a successful 17-year competitive career.

She then moved on to a demanding 10-year career in the professional wrestling industry. She’s the wife of The American Nightmare Cody Rhodes and the daughter-in-law of the late WWE Hall of Famer Dusty Rhodes.

Brandi has taken everything she’s learned from a lifetime of sports, fitness and performance to create a place that caters to people in all stages of their fitness journeys. From beginners to seasoned athletes, she looks to work with anyone with a slight curiosity to a burning passion for yoga and/or pilates and aims to help them meet and surpass their personal wellness goals.

Instagram | X (Twitter)

Naked Mind Yoga + Pilates

Naked Mind Yoga + Pilates is a studio in Roswell offering all types of yoga, both heated and non-heated, and reformer Pilates under one roof and one membership. Naked Mind also offers childcare, something that no other studio in the area offers. Naked Mind has won 3 awards since its opening less than a year ago and continues to climb in popularity.

Website | Instagram | X (Twitter)

Topics Discussed in this Episode

00:00 Introduction to Family Business Radio
00:37 Jill Heineck’s Journey in Real Estate
02:54 Challenges and Trends in Relocation
03:58 Advice for Business Owners and Employees
08:59 Memorable Relocation Cases
14:25 Brandi Rhodes’ Yoga and Pilates Journey
21:33 Unexpected Membership Delight
22:17 Challenges of Figure Skating and Wrestling
24:04 Building a Yoga and Pilates Studio
25:35 Debunking Yoga Stereotypes
28:41 The Benefits of Yoga and Pilates
31:27 From Figure Skating to Wrestling
35:13 Advice for the Younger Generation
40:15 Closing Remarks and Anthony’s Commentary

Anthony Chen, Host of Family Business Radio

The complete show archive of Family Business Radio can be found by following this link.

Meaning Behind the Dollars, with Anthony Chen, Host of Family Business Radio

November 4, 2024 by John Ray

Family Business Radio

Meaning Behind the Dollars, with Anthony Chen, Host of Family Business Radio

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Meaning Behind the Dollars, with Anthony Chen, Host of Family Business Radio

In this commentary from a recent Family Business Radio episode, host Anthony Chen discusses the meaning behind the dollars.

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

Transcript

Anthony Chen: So to close out for a little section called the Anthony’s Financial Take, as you’re all listening in to our three amazing guests of leaning into family and relationships. Starting out early and leaning into what gives your hands blisters, whether that’s a hobby or whatever it is that you’re willing to pour your life and soul into, I don’t think, at least on the financial side of things, I can really top any of that other than as you’re going through your own financial plan and journey. Keep those three things in mind because, at the end of the day, something I might sound like a preacher for some of my clients that know me already is that you can’t take it with you. You just can’t.

You’ve got to make sure that there is meaning behind those dollars. And at the end of the day, if you can spend every penny, but you have an amazing memory and experience that you can get to share with your friends and family, it’s hard to top that. That should be the number one goal.

And that being said, for listening in to Family Business Radio.

Anthony Chen, Host of Family Business Radio

The complete show archive of Family Business Radio can be found by following this link.

Lisa Sretenovic, Visionating LLC, Mike Kintz, Wingman Payments, and Shawn Choi, Chastain Injury Law

October 17, 2024 by John Ray

Family Business Radio

Lisa Sretenovic, Visionating LLC, Mike Kintz, Wingman Payments, and Shawn Choi, Chastain Injury Law

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Lisa Sretenovic, Visionating LLC, Mike Kintz, Wingman Payments, and Shawn Choi, Chastain Injury Law (Family Business Radio, Episode 58)

This episode of Family Business Radio with host Anthony Chen features a series of insightful discussions with three distinguished guests, Lisa Sretenovic from Visionating, Mike Kintz of Wingman Payments, and Shawn Choi from Chastain Injury Law. Lisa talks about navigating a virtual business pre- and post-pandemic, setting work-life boundaries, and offering business coaching and consulting services. Mike explains how Wingman Payments provides streamlined payment solutions with specialized services tailored to various business needs. Additionally, Shawn shares his journey from a defense attorney to a personal injury advocate, emphasizing his unique approach to legal cases. The episode also includes reflections from Anthony Chen on building meaningful client relationships and integrating collaborative lessons into financial planning.

Family Business Radio is underwritten and brought to you by Anthony Chen with Lighthouse Financial Network. The show is produced by John Ray and the North Fulton affiliate of Business RadioX®.

Lisa Sretenovic, Visionating LLC

Lisa Sretenovic, CPA, has been empowering entrepreneurs to create a thriving business while focusing on their families for more than 30 years.

As The Velocity Detective, Lisa passionately brings financial literacy to both Wall Street and Main Street. She is a speaker, author, coach, & volunteer with organizations such as SCORE, Texas Accountants & Lawyers for the Arts, and TXCPA. Along with being a leader in the nationally recognized mastermind group Coach Connections, LLC.

When businesses become more in line with their values and vision, they accelerate their impact and discover their missing velocity, resulting in a positive influence in their greater community.

Lisa lives in Austin, TX, with her husband, Milan (The Vibration Chef & music producer).

Website | LinkedIn | Facebook | Instagram | X (Twitter)

Mike Kintz, Wingman Payments

Mike Kintz is the President of Wingman Payments.

Wingman Payments is a trusted provider of merchant services and payment solutions for businesses nationwide, delivering cutting-edge technology and exceptional support to help businesses streamline their payment processes. Wingman Payments offers a wide range of services, including credit card payment processing, fully integrated point-of-sale (POS) systems, and compliance management with PCI-DSS standards.

The company is committed to transparency, providing straightforward pricing without hidden fees, and a concierge-level of service that ensures businesses receive personalized support at every stage of their growth. Wingman Payments specializes in helping businesses reduce their payment processing expenses through innovative solutions like cash discount programs and dual pricing, which are designed to enhance operational efficiency and boost revenues.

As a merchant services broker for top brands like Dejavoo, Lavu, FRI, and National Retail Solutions, to name a few, Wingman Payments equips businesses with the technology they need to thrive in today’s competitive market. Whether working with retail, restaurants, or service-based businesses, Wingman Payments stands out for its dedication to building long-term partnerships, offering tailored solutions, and ensuring that its clients stay ahead of the evolving payment landscape.

Wingman Payments is the go-to partner for businesses looking to enhance their customer experience, optimize operations, and maintain compliance with the most recent industry standards because of its mission to simplify payment processing and offer exceptional service.

Website | Mike’s LinkedIn | Company LinkedIn | Facebook | X (Twitter)

Shawn Choi, Founder and Managing Attorney, Chastain Injury Law

Shawn Choi, Chastain Injury Law, on Family Business Radio with host Anthony Chen — **Shawn Choi, Chastain Injury Law**

Shawn Choi is the founder of the Atlanta, Georgia-based Chastain Injury Law, which specializes in personal injury law. The firm specializes in representing clients who have suffered injuries due to negligence, focusing on areas such as car accidents, truck accidents, motorcycle accidents, and premises liability. Committed to a client-centered approach, Chastain Injury Law offers free consultations and operates on a contingency fee basis, ensuring that clients receive quality legal representation without upfront costs.

With extensive experience in personal injury law, Shawn and his team are dedicated to securing fair compensation for their clients. They leverage their knowledge of Georgia’s legal landscape to effectively negotiate with insurance companies and litigate cases when necessary. The firm emphasizes personalized attention, tailoring strategies to meet the unique needs of each client, and strives to empower individuals navigating the complexities of the legal system following an injury.

Website | LinkedIn

Topics Discussed in this Episode

00:00 Introduction to Family Business Radio
00:40 Meet Lisa Sretenovic: The Velocity Detective
02:12 Visionating During COVID: Challenges and Adaptations
04:23 The Untethered Entrepreneur: Balancing Work and Travel
10:59 Group Coaching and Consulting Services
16:43 Introducing Mike Kintz and Wingman Payments
20:10 Understanding Merchant Services and PCI Compliance
25:37 Understanding Client Concerns
25:45 Dedicated Relationship Managers
27:04 Innovative Payment Technologies
28:35 Point of Sale and Scheduling Solutions
30:08 Loyalty Programs for Small Businesses
31:24 Client Success Stories
33:28 Introducing Shawn Choi
33:41 The Journey into Injury Law
34:54 Challenges and Nuances in Injury Cases
48:00 Advice for Aspiring Entrepreneurs

Anthony Chen, Host of Family Business Radio

The complete show archive of Family Business Radio can be found by following this link.

Smart Risk Taking, with Anthony Chen, Host of Family Business Radio

August 5, 2024 by John Ray

Family Business Radio

Smart Risk Taking, with Anthony Chen, Host of Family Business Radio

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Smart Risk Taking, with Anthony Chen, Host of Family Business Radio

In a commentary from a recent Family Business Radio episode, host Anthony Chen discusses smart risk taking for major financial decisions.

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

Transcript

Anthony Chen: Now, for closing out the show, here’s a little bit of called Anthony’s Financial Take. From today’s show of themes all about building values, sticking true to your values, and standing behind your professionalism and workmanship.

So the financial take for today is as you’re going through your journey, whether it’s taking that potential risk of, should I start my own business? How’s that going to look like for me financially? Should I stay in my quote unquote, safe or conservative nine to five job? That’s really something that only you would be able to find the right answers to, but instead of sticking kind of what Chris mentioned, Going analysis by paralysis, or I think the other way around, I’m also very much guilty of that, where I just have spreadsheets on spreadsheets.

And so you know what? Why don’t you just take Michael’s advice here and just do enough due diligence where I know I’m not jumping off a cliff and that I’m going with a glider or a parachute. Make smart risk taking decisions and don’t think that you know it all. Reach out to people, reach out to other professionals.

And as Chris mentioned in terms of his example, as he’s interviewing other roofing companies, also look at their end product. So in your situation, when you’re looking to establishing your own financial future, establishing your own business, Look upon your peers. They’re not just competition because we’ve all been through this.

We’ve gone through the growing pains and more likely than not the business community is pretty friendly. Say, Hey, I went through this. You don’t need to reinvent the wheel here. Here’s the things that you should avoid because I went through that. So reach out to your peers, find some mentors, connect with them.

And really that’s all I’ve got. And thank you for listening to “Family Business Radio.”

Anthony Chen, Host of Family Business Radio

The complete show archive of Family Business Radio can be found by following this link.

Anitra Moodie, Experienced Financial Professional

May 10, 2024 by Mike

Celebrating Powerhouse Women

Anitra Moodie, Experienced Financial Professional

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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.

Anitra Moodie/Experienced Financial Professional

Anitra Moodie is a professional Financial Advisor. With a dedication to guiding individuals and businesses in wealth creation, preservation, and growth, Anitra’s innovative strategies have earned her esteemed recognition. Since the inception of her career, Anitra has consistently showcased her exceptional talents, earning prestigious accolades including the Bronze Eagle Award, Life Producer Award, and Career Success Award, among others.

Beyond the realm of finance, Anitra finds joy in exploring the far reaches of the globe and maintaining a healthy lifestyle through regular workouts. Looking forward, she envisions expanding her practice remotely while immersing herself in the diverse cultures and landscapes of the world. In Anitra’s philosophy, life is a fleeting journey, and money serves as a tool to enrich experiences and create lasting memories.