financial strategies Archives - Business RadioX ®

Mike Kipniss, MassMutual/The Piedmont Group

January 8, 2021 by John Ray

North Fulton Business Radio

Mike Kipniss, MassMutual/The Piedmont Group

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Mike Kipniss, MassMutual/The Piedmont Group (North Fulton Business Radio, Episode 319)

Mike Kipniss joins host John Ray to discuss key factors in selecting a financial advisor and why planning for long-term care protection should be done early and with careful homework. Mike also explains why having no financial plan can be such a problem and much more. “North Fulton Business Radio” is produced virtually from the North Fulton studio of Business RadioX® in Alpharetta.

Mike Kipniss, Senior Partner, MassMutual/The Piedmont Group

MassMutual is a Fortune 100 Company, in business for 170 years. They specialize in Risk Management Financial Solutions (Life Insurance, Long-term Care Planning, Disability Income Protection, Annuities) as well as Wealth Management (IRA’s, 401k”s, 529 College Accounts, Mutual Funds, Managed Money, Fee base Financial Planning).

The Piedmont Group is the premier full-service financial services firm in the southeast committed to helping clients pursue their financial goals. The Piedmont Group offers access to a wide range of financial products and services to individuals and business owners. They believe clients will be better able to identify their goals and make sound decisions to help reach them with sound financial information from The Piedmont Group.

Mike Kipniss has over 37 years of experience in the field, and has professional designations as a Chartered Special Needs Consultant (ChSNC) a Chartered Life Underwriter (CLU) a Chartered Financial Consultant (ChFC) and a Chartered Advisor to Senior Living (CASL) all with the American College.

Mike lives in Milton, GA with his wife Pam of 27 years. He has 4 children.

You can get in touch with Mike directly either by phone, 770-551-3450, or by email.

Company website

Questions/Topics Discussed in this Show

How has the pandemic affected the way you do business with your clients?
What financial strategies should be looked at during these challenging and uncertain times?
When is the right time to discuss Long-term Care Planning?
How do you work with your clients and their other advisors?
Are there any year-end strategies that your clients can still take advantage of?

North Fulton Business Radio” is hosted by John Ray and produced virtually from the North Fulton studio of Business RadioX® in Alpharetta. You can find the full archive of shows by following this link. The show can be found on all the major podcast apps by searching “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 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 MAN BEHIND THE MIC: Joe Moss with Embassy National Bank

June 1, 2016 by Mike

On the Money

THE MAN BEHIND THE MIC: Joe Moss with Embassy National Bank

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On this episode of “On the Money“, host Mike Sammond gets to know the man behind the microphone, Joe Moss and Embassy National Bank.

Joe Moss/Embassy National Bank

Embassy National Bank was chartered as a community bank designed to fill the financial needs of the south-Asian community here in metro Atlanta. After a slow start, Embassy now lends throughout the southeast and has expanded its deposit territory along the east coast. Embassy also originated the Podcast ‘On the Money‘ produced on the Business RadioX channel. Through this podcast, Embassy attempts to educate the small business community on relevant topics.

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To watch the video of this show CLICK HERE.

“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.

PROTECTING BUSINESS OWNERS FROM ENEMIES, ALLIES & THEMSELVES: Clay Westbrook with Ascent Strategy Group

May 4, 2016 by Mike

On the Money

PROTECTING BUSINESS OWNERS FROM ENEMIES, ALLIES & THEMSELVES: Clay Westbrook with Ascent Strategy Group

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On this episode of “On the Money“, Clay Westbrook from Ascent Strategy Group discusses how business owners can stay out of financial trouble and also promotes his new book Debt & Circuses.

Clay Westbrook/Ascent Strategy Group

Ascent Strategy Group is a consulting firm helping business owners and their advisors successfully negotiate financial issues. Using proven negotiation skills, Ascent has worked out bad business loans and debt of over $4M dollars. Ascent specializes in advising businesses of all types and industries in any conflict in which the adversary has large or unlimited resources with which to exploit your weaknesse

To watch the video of this show, CLICK HERE.

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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.

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.

THE EVOLVING ROLE OF A CFO – Ed Cordell

October 1, 2014 by Mike

On the Money

THE EVOLVING ROLE OF A CFO - Ed Cordell

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Ed Cordell discusses growth companies, business funding and the evolving role of CFO’s with Joe Moss, the president of Embassy National Bank.

Ed Cordell/CFO

Ed Cordell has been a financial leader for several growth-oriented companies in the Atlanta area over the past 20 years. In these capacities, he has developed successful financial strategies for rapid growth. This included mergers and divestitures, business planning, risk management and financial modeling in both private and publicly traded high-growth and high-tech companies.

The operations of small to mid-sized companies can always be more efficient through improved finance management, cost control, and employee compliance. Developing and inspiring high performing, multi-cultural teams, effectively partnering with business leaders and sponsoring change within the organization is key to the improvements. Ultimately, value creation and client satisfaction are key to the success of any business, large or small.

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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.