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Shantel Haines with Clarity Financial Solutions

September 7, 2023 by Tom Sheldon

Northeast Georgia Business Radio

Shantel Haines with Clarity Financial Solutions

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Clarity Financial Solutions specializes in helping individuals develop sound retirement strategies. If you’re retired, or approaching retirement, take the time to explore their website and the wealth of information they offer.

They educate their clients about financial concepts and products, and take the mystery out of investing, insurance, estate conservation, and preserving wealth.

Clarity Financial Solutions understands the many challenges of retirement today and know the biggest concern for many is outliving their money. They focus on money management, as well as other issues that are critical to your financial well being.

The mission is to get to know and understand your needs, wants, and long-term goals. They want to help you develop, implement, and monitor a strategy that’s designed to address your individual situation.

Pre-Retirement Planning for Business Owners, with Tony Van Gelder, Van Gelder Financial

August 8, 2023 by John Ray

North Fulton Business Radio

Pre-Retirement Planning for Business Owners, with Tony Van Gelder, Van Gelder Financial

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North Fulton Business Radio, Episode 690)

Tony Van Gelder, a Certified Financial Planner and Owner of Van Gelder Financial, joined the show to talk about his career journey, becoming a financial planner, how to choose a financial planner, the value of having an advisor younger than you, how pre-retirement business owners should be planning, and more.

North Fulton Business Radio is broadcast from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta.

It’s Van Gelder Financial’s belief that a Financial Plan is really a Life Plan. While there are the technical aspects, a properly built plan should:

Help to articulate the “why” behind your plan
Clearly identify your personal and financial goals and how to achieve them
Establish clear action steps to accomplish the desired outcome
Be written and explained in an easy-to-understand way
Evolve into a living document; not something that gathers dust on the shelf.

They manage the investment of your assets according to your current financial situation, future goals, and risk tolerance level. In saying that, they firmly believe in the power of consistency and do not employ market timing or specific stock selection methods but encourage longer term strategies with periodic reviews and adjustments.

They will work with you to determine the optimal asset allocation based on your unique needs. As independent financial advisors they are not motivated by sales targets or commissions which means they will put your interests above anything else. Once an initial plan is crafted and underway, the investments are consistently monitored to ensure they not only meet your needs, but also adapt to the changing financial landscape.

Van Gelder supports families and individuals who want to help plan for their child’s or loved one’s college education. They can help with the decision on which investment and savings vehicle is right for your situation, maximize the tax efficiency, and then put a plan in place to help ensure the money is there when you need it. Alternatively, if you are on the other side of college and currently dealing with student loans, they help to determine your goals and then implement the right repayment strategy that considers your specific situation and circumstance.

Estate planning is not just for the super-rich, but instead something everyone should consider. It’s about ensuring that when something happens to you, the ones you care about won’t have to guess about desired outcomes. Estate Planning gives family members the freedom to grieve and the comfort of knowing they’re honoring your wishes. Having a plan for your estate means you can continue to help your loved ones reach goals you set together, even after you are gone. They help clients look after their investments including insurance policies, savings accounts, and overall goals, to create a plan designed to set yourself and family up for financial success.

Website | Facebook

**Tony Van Gelder, CFP, Owner, Van Gelder Financial**

Tony has always had a passion for personal finance and spent the first 10 years of his professional career within corporate finance for the medical industry. His career path gave him the opportunity to work in America, Asia, and Australia where he gained valuable experience in understanding how finance impacts various cultures and the international business community.

Tony is a Certified Financial Planner™ (CFP®) and holds Series 7 and 66 securities designations. Tony also maintains his life insurance license across various states. He graduated with a B.S. in Finance and Operations Management from Indiana University and received his Masters in Business Administration (MBA) from Macquarie University in Sydney, Australia. Tony, along with his wife and two sons currently live in Milton where he is now the owner and lead advisor for Van Gelder Financial.

In his spare time Tony enjoys golfing, reading, and teaching his boys the love of sports.

Questions and Topics in this Interview:

What is your background and how did you get into Financial Planning?
What makes you different than any other Financial Advisor?
What do you say to people who might want to work with an Advisor who is closer to them in age/experience?
With robo advisors, Chat GPT, and other technology advances, do you see the value of a Financial Advisor diminishing?
What do you do outside of work? Hobbies?

North Fulton Business Radio is hosted by John Ray and broadcast 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, Stitcher, TuneIn, and others.

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.

Since 2000, Office Angels® has been restoring joy to the life of small business owners, enabling them to focus on what they do best. At the same time, we honor and support at-home experts who wish to continue working on an as-needed basis. Not a temp firm or a placement service, Office Angels matches a business owner’s support needs with Angels who have the talent and experience necessary to handle work that is essential to creating and maintaining a successful small business. Need help with administrative tasks, bookkeeping, marketing, presentations, workshops, speaking engagements, and more? Visit us at https://officeangels.us/.

Changing the Paradigm of Retirement, with Anthony Chen, Host of Family Business Radio

July 24, 2023 by John Ray

Family Business Radio

Changing the Paradigm of Retirement, with Anthony Chen, Host of Family Business Radio

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Changing the Paradigm of Retirement, with Anthony Chen, Host of Family Business Radio

In a commentary from a recent Family Business Radio episode, host Anthony Chen discussed how to change the paradigm of how you think about retirement and financial planning.

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.

Finding Opportunity in Economic Storms, with Anthony Chen, Host of Family Business Radio

July 12, 2023 by John Ray

Family Business Radio

Finding Opportunity in Economic Storms, with Anthony Chen, Host of Family Business Radio

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Finding Opportunity in Economic Storms, with Anthony Chen, Host of Family Business Radio

In a commentary from a recent Family Business Radio episode, host Anthony Chen discussed finding opportunity in economic storms instead of focusing only on the negative.

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.

Finances as Fuel and Resource, with Anthony Chen, Host of Family Business Radio

June 5, 2023 by John Ray

Family Business Radio

Finances as Fuel and Resource, with Anthony Chen, Host of Family Business Radio

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Finances as Fuel and Resource, with Anthony Chen, Host of Family Business Radio

In a commentary from a recent Family Business Radio episode, host Anthony Chen discussed the role of finances as a fuel and resource to help you live your purpose, and finding a professional that understands that.

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.

Jesse Morton, Stout

February 21, 2023 by John Ray

North Fulton Business Radio

Jesse Morton, Stout

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North Fulton Business Radio, Episode 609)

On this episode of North Fulton Business Radio, Jesse Morton, Managing Director & Atlanta Office Leader of Stout, joined host John Ray to discuss the Employee Retention Tax Credit. Jesse shared what small business should consider when exploring the Employee Retention Tax Credit, misinformation related to the ERC, what a proper claim for ERC contains, and much more.

North Fulton Business Radio is broadcast from the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta.

Stout is a global investment bank and advisory firm specializing in corporate finance, transaction advisory, valuation, financial disputes, claims, and investigations. We serve a range of clients, from public corporations to privately held companies in numerous industries. Our clients and their advisors rely on our premier expertise, deep industry knowledge, and unparalleled responsiveness on complex matters.

Website | LinkedIn | Twitter

**Jesse Morton, Managing Director & Atlanta Office Leader, Stout**

Jesse Morton is a Managing Director and Stout’s Atlanta & Miami Offices Leader. He has professional experience as a consultant, lawyer, accountant, investigator, and auditor since 2002.

Jesse specializes in working with businesses of all types and sizes on government program-related economic assistance including the CARES Act and other pandemic-related relief including, but not limited to, the Paycheck Protection Program (PPP) and Employee Retention Tax Credits (ERCs).

Specifically, he works directly with businesses and their advisors (i.e., CPAs, attorneys, bankers, etc.) with compliance and fraud prevention, detection, response, and remediation related services, including litigation support and expert witness services.

What is the Employee Retention Tax Credit, and why is it something that small businesses should learn more about and explore?
What should small businesses consider when exploring the Employee Retention Tax Credit?
Can you explain some of the ERC related misinformation that’s out there, and how it relates to the recent IRS news release?
What does a proper claim for ERCs consider and contain?
What are some red flags of an improper ERC claim?
What can companies that have already claimed the credit do if they’re concerned about filing an improper claim?
Is there anything else that you want to mention related to ERCs that small businesses should consider?

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.

Dollars & Cents (and Sense) E15

November 9, 2022 by Karen

Phoenix Business Radio

Dollars & Cents (and Sense) E15

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Dollars & Cents (and Sense) E15

This week’s show is all about female wall smashers in male dominated industries! Carla chats with Jackie Yoder of Wilde Wealth Management Group about what it’s like to love math, earning respect in an office full of guys, setting great examples for their kids, giving back, and helping to bring more women into the fold.

Wilde Wealth Management Group provides comprehensive retirement, investment, real estate, insurance, legal and tax planning services all under one roof.

A fee-based firm with in-house Senior Financial Advisors, Certified Financial Planners, Certified Public Accountants, attorneys, and mortgage and insurance specialists all working together toward clients’ diverse goals, the firm has been recognized by Forbes and has been named to Barron’s “List of Top 1,200 Advisors” annually for 14 years, most recently ranking No. 2 in Arizona.

Currently, Wilde Wealth Management Group has several offices across Arizona located in Scottsdale, Glendale, Mesa, Tempe, Sedona, Tucson, and Payson as well as affiliates and partners in Indiana, California and New Mexico.

Jaclyn Yoder, 36, is COO of Wilde Wealth Management Group, which provides retirement, investment, real estate, insurance, legal and tax planning services under one roof.

Yoder took on the executive position in March 2020, days before COVID-19 gripped the nation at which time she also became the pandemic director as well. (Prior, she worked as an advisor for Edward Jones since 2017). Resolute, Yoder helped grow the business from $1.2 billion in 2019 to $2.83 today.

The single mother of two also expanded the brand, which at the time had offices in Scottsdale, Tempe and Glendale, bringing on offices in Sedona, Tucson and Payson as well as additional partners statewide and in New Mexico.

Yoder also doubled the size of the Scottsdale headquarters to accommodate their growth and opened a wholly new office in California. Yoder serves as chair of Wilde for Arizona, the firm’s community outreach arm, overseeing all volunteer efforts, sponsorships and fundraising.

Outside of Wilde, Yoder sits on the board of Chrysalis and was previously a mentor at New Pathways for Youth. Yoder has both a bachelor’s degree in Accounting and MBA. She also holds her Life and Health License, Series 7 and Series 66 registrations.

Follow Wilde Wealth on LinkedIn, Facebook and Instagram.

About the Show

Smashing Through Walls is geared toward a guide through complex commercial real estate and finance topics while adding humor and anecdotes along the way. Discover what is going on in the valley and beyond with host Carla Magee, broker at MHG Commercial.

About Our Host

Carla Magee’s background is designed with the investor in mind. After obtaining her finance degree from the University of Washington in Seattle, she worked for large corporations like Boeing and Microsoft. With a critical eye and flair for analytics, she was able to shave millions in lost profits, managing cross-functional teams by utilizing her Green Belt in Six Sigma and Masters Certification in Project Management.

Ultimately she realized that she couldn’t be contained in an office environment working for the corporate world. Being an investor herself, she came into real estate as an investment & multifamily property specialist, effectively applying her education & skillset. Carla excels in helping investors make sound decisions for their financial goals, in real estate negotiations, and takes deep pride in educating homebuyers and sellers.

On a personal note, Carla is a busy wife & mother to two daughters. In addition to an ever growing career and podcast, she also enjoys volunteering and being active in the community. She has a deep love for Arizona and although she travels whenever possible, she always finds her way back to the beautiful Sonoran Desert.

Connect with Carla on LinkedIn.

About Our Sponsor

MHG Commercial emerged from the highly successful and innovative residential brokerage: My Home Group. MHG Commercial’s vetted and experienced advisors have a wide range of complementary professional expertise that span over 100 years of cumulative experience.

Encompassing every aspect of commercial real estate from office to industrial development, raw land to luxury commercial, and multifamily to subdivision development. We excel at out of the box thinking and transactions that require a more hands-on approach and ingenuity.

No matter the property type or service need, our commercial advisors are committed to your objectives. Combined with business finesse and unsurpassed market intelligence, MHG Commercial brokers help you determine and surpass your business goals.

Follow MHG Commercial on Facebook and Instagram.

Joe Mraz, Raymond James

August 31, 2022 by John Ray

North Fulton Business Radio

Joe Mraz, Raymond James

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Joe Mraz, Raymond James North Fulton Business Radio, Episode 510)

Joe Mraz, Financial Advisor with Raymond James, was in the studio with host John Ray to discuss golf, investing, his path to this work, his coaching, and much more.

North Fulton Business Radio is produced and broadcast by the North Fulton studio of Business RadioX® inside Renasant Bank in Alpharetta.

Raymond James

When Bob James founded Raymond James, he did so based on a belief that clients deserved more than help with investment decisions, they needed advice that considered their entire financial picture.

Today, that client-focused approach has extended to serve client accounts through approximately 8,600 financial advisors in the United States, Canada, and overseas. Further, the company has expanded through the years to serve corporations, institutions, and municipalities through significant capital markets, banking, and asset management services.

Raymond James has always been a different kind of financial services firm, embracing long-term planning, valuing methodical decision-making, and remaining focused on what matters most: People.

That’s because they believe they are in the business of helping people achieve their dreams … support their families, grow their businesses, and improve their communities. That’s true for clients, as well as their advisors and associates.

They strive to help all the people they serve embrace life. Live it thoughtfully. Live it confidently. Live it well.

Company website | LinkedIn | Facebook |Twitter

Joe Mraz, Financial Advisor, Raymond James

Joe Mraz is a Financial Advisor with Raymond James. While focusing his business on his clients’ individual financial objectives, Joe believes the most successful wealth management strategies look at the big picture. It is this comprehensive, solution-focused approach, delivered with constant personal attention and a commitment to his client’s best interests, that sets Joe apart.

Joe is dedicated to managing and preserving wealth for you and your family. By establishing deep and valued relationships with you, he is able to gain a comprehensive understanding of your needs and goals. Joe works hard to enhance and preserve your investments while assisting you in realizing your goals through long-term financial solutions using portfolio management, retirement planning (including IRAs, 401(k)s), estate planning, 529 education savings plans, and more.

A native of Woodstock, GA, Joe graduated from Spring Hill College where he was a member of the golf team with a degree in Political Science and a minor in Financial Economics. He is a member of St. Joseph’s Catholic Church, Golf Club of Georgia, Alpharetta Business Association, and Greater North Fulton Chamber of Commerce.

When not working, Joe enjoys golfing, coaching the Blessed Trinity High School Golf Team and spending time with his family and dog Hulk. He joined Raymond James in 2019.

Questions and Topics in the Interview:

Growing up in Woodstock Ga
College golf and transition to coaching
Involvement in the community
Why he got into being an Advisor
How Joe communicates with clients in challenging times
Advice for young professionals starting their career

Special thanks to A&S Culinary Concepts for their support of this edition of North Fulton Business Radio. A&S Culinary Concepts, based in Johns Creek, is an award-winning culinary studio, celebrated for corporate catering, corporate team building, Big Green Egg Boot Camps, and private group events. They also provide oven-ready, cooked-from-scratch meals to go they call “Let Us Cook for You.” To see their menus and events, go to their website or call 678-336-9196.

Garrett Erath & Brad Scarberry of Exodus 36 Creations join Host Randy Brunson on “Stewarding family Wealth” ep1

August 16, 2022 by Amanda Pearch

Forsyth Studio

Garrett Erath & Brad Scarberry of Exodus 36 Creations join Host Randy Brunson on "Stewarding family Wealth" ep1

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“Stewarding Family Wealth” featuring Garrett Erath & Brad Scarberry of

Exodus 36 Creations join Host Randy Brunson

The founders of Exodus 36 Creations, Garrett Erath and Brad Scarberry, met in college and discovered a shared love for business and the construction industry. Both moved to the Gwinnett area with their families and e36 was born where all great companies start… in a garage.

What started as a weekend side hustle making furniture, grew into some custom carpentry in customers’ homes. As the reputation of the organization grew, so did the demand for minor interior renovations. From there, the projects and demand continued to grow. Today e36 is quickly becoming one of Georgia’s premier design build firms specializing in kitchens, bathrooms, and full home renovation.

HOST Randy Brunson is the President of Centurion Advisory Group. He 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. Randy has completed studies in qualified plan design, estate planning and business transition planning and he enjoys speaking and writing on these topics.