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Finding Financial Happiness as a Couple, with Anthony Chen, Host of Family Business Radio

April 21, 2025 by John Ray

Family Business Radio

Finding Financial Happiness as a Couple, with Anthony Chen, Host of Family Business Radio

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Finding Financial Happiness as a Couple, with Anthony Chen, Host of Family Business Radio

In this commentary from a recent Family Business Radio episode, host Anthony Chen underscores that beyond monetary concerns, understanding what constitutes happiness for couples is crucial.

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

Now it was closing out the show as a kind of our regular listeners, a segment called Anthony’s Financial Take, as you all hear of setting boundaries, having communication in a family business being the key hallmark of being able to have a successful or a little contentious working relationship.

Not so much different in the financial world, especially as I’m working with families. The conversation or attention sometimes comes around, especially when money subject matters coming to mind. The biggest question isn’t so much what is the dollar amount? What is not just only the monthly budget or what is the retirement number look like?

But more so, what is happiness for us as a couple? And for our listeners my question revolves around a lot of purpose and kind of drawing back to the origin of the story. What got us together? And let’s not forget that. So that when we do chart a course, whether it’s for retirement planning or succession planning for the family business, we can always go back to that North Star, and that’s a little bit closing out from Anthony here.

Thank you for listening in to Family Business Radio.

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.

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.

Mastering Time and Money for Small Business Success, with Sha Grondin and Elizabeth Rosenberg, Money Magnats

June 10, 2024 by John Ray

North Fulton Business Radio

Mastering Time and Money for Small Business Success, with Sha Grondin and Elizabeth Rosenberg, Money Magnats

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Mastering Time and Money for Small Business Success, with Sha Grondin and Elizabeth Rosenberg, Money Magnats (North Fulton Business Radio, Episode 776)

On this episode of North Fulton Business Radio, host John Ray interviews Sha Grondin and Elizabeth Rosenberg, co-founders of Money Magnats. They discuss their mission to help small business owners optimize their time and financial resources through live masterclasses and a supportive community. They delve into the importance of effective time management, changing relationships with money, and providing strategic financial advice to enhance business profitability. Key topics include practical tax strategies, balancing investment in business and personal savings, and the value of proactive financial planning. The conversation highlights the need for intentionality in both time and money management to achieve business success and personal fulfillment.

To find the free resource Sha and Elizabeth offered during the show, follow this link.

John Ray is the host of North Fulton Business Radio. The show is recorded and produced from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta.

Sha Grondin, Co-Founder, Money Magnats

Sha Grondin comes from the financial services industry with a unique mix of business savvy and servant leadership. Throughout her career with a Fortune 100 company, she’s known for her ability to build and lead highly successful teams. Her innovative and engaging style has not only driven team performance but also significantly contributed to achieving organizational goals.

Sha is best known for her pivotal role in shaping the professional landscape, having trained thousands of professionals in both personal and professional development. She has always been passionate about making an impact and helping people know better, so they can do better. Her skills in mastering time have been tested and proven through her business endeavors and at home raising her five children.

Elizabeth Rosenberg, Co-Founder, Money Magnats

Elizabeth Rosenberg is a seasoned professional with a passion for empowering individuals to take control of their finances while cultivating a positive mindset toward money. As a dynamic public speaker, she has inspired audiences with her insights on financial management and personal growth. She has consulted over 200 businesses on an international scale, providing them with the guidance and strategies needed to thrive financially.

Elizabeth knows that money is often a taboo topic, and is on a mission to expand that conversation to help others have the flexibility and options they desire by transforming their relationship with money. “The skills and mindset I teach here are exactly what I’m instilling in my own children. That’s how strongly I believe in them and the quality of life they help provide.”

Connect with Sha, Elizabeth, and Money Magnats:

Website | Instagram | Facebook | Sha on LinkedIn | Elizabeth on LinkedIn

Topics Discussed in this Episode

00:00 Introduction to North Fulton Business Radio
01:25 Meet the Guests: Sha Grondin and Elizabeth Rosenberg
01:42 Founding Money Magnats: Mission and Vision
06:36 Optimizing Time for Business Owners
11:52 Changing Your Relationship with Money
16:01 Understanding Lifestyle Creep
18:25 Balancing Savings and Enjoyment
21:23 Effective Tax Strategies for Business Owners
26:02 Achieving Financial Security and Clarity
29:13 Recognizing the Need for Financial Guidance
31:02 Conclusion and Contact Information

Renasant Bank and Casa Nuova Italian Restaurant support North Fulton Business Radio

Renasant Bank has humble roots, starting in 1904 as a $100,000 bank in a Lee County, Mississippi, bakery. Since then, Renasant has 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.

Casa Nuova is a proud family-owned and operated restaurant, serving classic, authentic and traditional Italian cuisine and top tier hospitality since 1998.

Casa Nuova is a cook-to-order kitchen, serving traditional fare including pasta, chicken, seafood, veal, vegetarian and gluten-free options, plus daily specials. They are a farm-to-table establishment, meaning that in the summertime, they cultivate their own vegetables in their garden, steps away from the restaurant, including tomatoes, corn, peppers, zucchini, sunflowers and more!

Celebrating more than 25 years, Casa Nuova has become a true staple in the Alpharetta area, serving more than three generations of families, including friends old and new, visiting near and far from all over the metro Atlanta area and beyond.

Website | LinkedIn | Facebook | Instagram

About North Fulton Business Radio and host John Ray

With over 770 shows and having featured over 1,200 guests, North Fulton Business Radio is the longest-running podcast in the North Fulton area, covering business in our community like no one else. We are the undisputed “Voice of Business” in North Fulton!

The show welcomes a wide variety of business, non-profit, and community leaders to get the word out about the important work they’re doing to serve their market, their community, and their profession. There’s no discrimination based on company size, and there’s never any “pay to play.” North Fulton Business Radio supports and celebrates business by sharing positive business stories that traditional media ignore. Some media leans left. Some media leans right. We lean business.

John Ray, Business RadioX - North Fulton, and Owner, Ray Business Advisors — **John Ray, Business RadioX – North Fulton, and Owner, Ray Business Advisors**

John Ray is the host of North Fulton Business Radio. The show is recorded and produced from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta. You can find the full archive of shows by following this link. The show is available on all the major podcast apps, including Apple Podcasts, Spotify, Google, Amazon, iHeart Radio, and many others.

The studio address is 275 South Main Street, Alpharetta, GA 30009.

John Ray also operates his own business advisory practice. John’s services include advising solopreneurs and small professional services firms on their value, their positioning and business development, and their pricing. His clients are professionals who are selling their expertise, such as consultants, coaches, attorneys, CPAs, accountants and bookkeepers, marketing professionals, and other professional services practitioners.

John is the national bestselling author of The Generosity Mindset: A Journey to Business Success by Raising Your Confidence, Value, and Prices.

Do You Have a (Wealth) Plan?

May 16, 2024 by Mike

Gwinnett Studio

Do You Have a (Wealth) Plan?

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Hosted by J.D. Mealor, Senior Vice President and North Georgia Market Executive, “Regions Business Radio” covers financial topics such as banking and lending, mortgages, wealth management and more. The program also allows listeners to get to know some of the top executives from Regions Bank.

On this episode, J.D. is joined by Bryan Koepp, Senior Vice President/Wealth Planning Executive for Regions to discuss the importance of planning for business owners.

About Regions:

Regions Financial Corporation (NYSE:RF), with $145 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 across 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 FDIC. Additional information about Regions and its full line of products and services can be found at www.regions.com.

This information is general in nature and is provided for educational purposes only. Regions makes no representation as to the accuracy, completeness, timeliness, suitability or validity of any information presented and Regions does not accept liability for any direct or indirect loss stemming from the application of any material. Information provided and statements made by employees of Regions should not be relied on or interpreted as accounting, financial planning, investment, legal or tax advice. Regions encourages you to consult an appropriate professional concerning your specific situation and irs.gov for current tax rules.

What is a Life Fully Lived?, with Anthony Chen, Host of Family Business Radio

May 6, 2024 by John Ray

Family Business Radio

What is a Life Fully Lived?, with Anthony Chen, Host of Family Business Radio

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What is a Life Fully Lived?, with Anthony Chen, Host of Family Business Radio

In a commentary from a recent Family Business Radio episode, host Anthony Chen discusses a question you should ask yourself as you ponder your financial future: What is a life fully lived?

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 by following this link.

Don’t Be Afraid to Ask for Help, with Anthony Chen, Host of Family Business Radio

April 8, 2024 by John Ray

Anthony Chen, Lighthouse Financial, Don't Be Afraid to Ask for Help

Family Business Radio

Don't Be Afraid to Ask for Help, with Anthony Chen, Host of Family Business Radio

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Don’t Be Afraid to Ask for Help, with Anthony Chen, Host of Family Business Radio

In a commentary from a recent Family Business Radio episode, host Anthony Chen discusses why it’s vital to not be afraid to ask for help as you plan your financial journey.

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 by following this link.

Taking a Small First Step toward Bigger Goals, with Anthony Chen, Host of Family Business Radio

February 12, 2024 by John Ray

Family Business Radio

Taking a Small First Step toward Bigger Goals, with Anthony Chen, Host of Family Business Radio

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Taking a Small First Step toward Bigger Goals, with Anthony Chen, Host of Family Business Radio

In a commentary from a recent Family Business Radio episode, host Anthony Chen discussed the value of taking a small first step when you have bigger goals in mind.

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.

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

Toby Anderson, SGL Wealth Management

January 12, 2024 by John Ray

North Fulton Studio

Toby Anderson, SGL Wealth Management

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Toby Anderson, SGL Wealth Management (ProfitSense with Bill McDermott, Episode 54)

In this ProfitSense episode, host Bill McDermott delved into the importance of business financial planning with guest Toby Anderson from SGL Wealth Management. Key topics included the evolution of the wealth management industry, often misunderstood aspects of financial planning, the impact of personal life experiences on financial decision-making, the trends shaping the financial services industry, the importance of a financial plan, and the role of behavioral finance. Bill and Toby also explored the challenges of business succession and retirement planning, underscoring the need for a well-structured financial plan that can adapt to change.

Bill wrapped up the show with a commentary on how to be the salesperson people want to buy from.

ProfitSense with Bill McDermott is produced and broadcast by the North Fulton Studio of Business RadioX® in Alpharetta.

Toby Anderson, SGL Wealth Management

As a seasoned Senior Financial Advisor, Toby’s experience with long-term planning and enthusiastic approach allows him to view each client’s situation holistically and determine courses of action.

Toby crafts tailored services designed to address the unique needs of each individual client. Collaborating with the competent and knowledgeable team at SGL Wealth Management, he extends this customized service to all clients. Toby believes that everyone should have access to a financial advisor, regardless of their financial standing. He understands the trust his clients place in him and is committed to delivering.

Toby has been in the financial services industry for over 20 years, having obtained his license after graduating from Auburn University in 1997. He holds various financial designations, including Series 7 and 63 with LPL Financial, Series 66 with LPL Financial and IFG Advisory LLC, and a Georgia Insurance license for Life, Accident, and Health and Variable Products.

Website | LinkedIn

SGL Wealth Management

SGL Wealth Management Group helps clients manage their assets by utilizing the efficient financial planning strategy known as ‘S.G.L.’ or Strategic Guidance for Life.

Their services include:

Financial Planning Services
Investment Services
Hourly Consulting
Business Services
Trusts and Estates
Additional Services

They strive to build long-term relationships based on trust, mutual respect, and the highest level of service possible.

Securities offered through LPL Financial, Member SIPC. For hyperlinks to SIPC, please refer to sipc.org. Advisory Services offered through IFG Advisory, LLC, a registered investment advisor. SGL Wealth Management Group and IFG Advisory, LLC, are separate entities from LPL Financial. LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial. For a list of states in which Toby and his firm are registered to do business, please visit www.sglwm.com

Website | LinkedIn | Facebook

Topics Covered in this Episode

00:03 Introduction and Welcome

01:07 Getting to Know Toby Anderson

02:27 Understanding Financial Planning

07:25 The Evolution of Financial Services Industry

14:03 Personal Journey and Career Shift

17:55 The Importance of Financial Planning

27:13 Contact Information and Closing Remarks

28:03 Sales Tips for Business Owners

About ProfitSense and Your Host, Bill McDermott

ProfitSense with Bill McDermott dives into the stories behind some of Atlanta’s successful businesses and business owners and the professionals that advise them. This show helps local business leaders get the word out about the important work they’re doing to serve their market, their community, and their profession. The show is presented by McDermott Financial Solutions. McDermott Financial helps business owners improve cash flow and profitability, find financing, break through barriers to expansion, and financially prepare to exit their business. The show archive can be found at profitsenseradio.com.

Bill McDermott, “The Profitability Coach,” is the Founder and CEO of McDermott Financial Solutions. When business owners want to increase their profitability, they don’t have the expertise to know where to start or what to do. Bill leverages his knowledge and relationships from 32 years as a banker to identify the hurdles getting in the way and create a plan to deliver profitability they never thought possible.

Bill currently serves as Treasurer for the Atlanta Executive Forum and has held previous positions as a board member for the Kennesaw State University Entrepreneurship Center, Gwinnett Habitat for Humanity, and Treasurer for CEO NetWeavers. Bill is a graduate of Wake Forest University, and he and his wife, Martha, have called Atlanta home for over 40 years. Outside of work, Bill enjoys golf, traveling, and gardening.

Connect with Bill on LinkedIn and Instagram, and follow McDermott Financial Solutions on LinkedIn.

Living with Purpose and Passion, with Anthony Chen, Host of Family Business Radio

January 10, 2024 by John Ray

Family Business Radio

Living with Purpose and Passion, with Anthony Chen, Host of Family Business Radio

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Living with Purpose and Passion, with Anthony Chen, Host of Family Business Radio

In a commentary from a recent Family Business Radio episode, host Anthony Chen discussed planning for the future and living with purpose and passion.

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