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What Is the Purpose of Your Money? – Anthony Chen, Host of Family Business Radio

August 29, 2022 by John Ray

Family Business Radio

What Is the Purpose of Your Money? - Anthony Chen, Host of Family Business Radio

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What Is the Purpose of Your Money – Anthony Chen, Host of Family Business Radio

In a commentary from a recent Family Business Radio episode, host Anthony Chen reflected on the purpose of one’s investments and money. He pointed out that while financial security is a vital objective, it is also important to use money to create experiences with loved ones.

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

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.

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.

The Hidden Emotions Behind Money, with Anthony Chen, Host of Family Business Radio

December 8, 2021 by John Ray

Family Business Radio

The Hidden Emotions Behind Money, with Anthony Chen, Host of Family Business Radio

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The Hidden Emotions Behind Money, with Anthony Chen, Host of Family Business Radio

Our relationship with money is not just about dollars and cents; there is a mix of emotions each of us has in dealing with money. Family Business Radio host Anthony Chen offers his perspective on how to approach the hidden emotions behind money issues, suggesting a look beneath the surface to find the source of those emotions. 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

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

Life And Money E18

March 23, 2021 by Karen

Phoenix Business Radio

Life And Money E18

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Life And Money E18

Are you living the life you dreamed of or wishing for more? Are you dreaming about the day you get to retire? Have you struggled with finances? If so, then check out this episode of Collaborative Connections Radio Show and Podcast.

Host, Kelly Lorenzen was on-air with featured guests Doni and Larry Smith with Love and Money Hacks and Teresa Kuhn with Living Wealthy Financial. If you are looking for tips on saving for retirement, financial freedom, or ways to create a stream of passive income, then this episode is worth the listen.
So many great tips and resources were shared by all.

Collaborative Connections Radio Show and Podcast is sponsored by KLM Consulting, Marketing and Management.

As trainers, motivational speakers and authors, Doni and Larry Smith with Love and Money Hacks help people achieve financial freedom and communicate effectively with their partner… changing the world one hack at a time!

Have you ever struggled with money, or had relationships that leave you feeling empty? It is easy for us to understand because we have been there! We are not strangers to financial burdens and struggles!

We have had massive credit card debt, a car repossessed and borrowed money from one credit card to pay the minimum payment on another credit card. Larry even filed chapter 7 bankruptcy in 1989. We have been married and divorced. So, we know what it is like to struggle as well.

We have taken our “former lives” and transcended them into “new lives”. It all started when we became self employed! It was one of the best decisions we have ever made. It was such an honor to be inducted into the millionaire‘s club in our business after earning our first million in less than five years. Today the only debt we have is our mortgage and RV, and our net worth is in the millions!

We have been featured in numerous books, magazines, on radio talk shows, and on TV. Larry has even been featured on Fox Business News for his financial success!

Good judgment comes from experience, but experience comes from bad judgment. So, we must make mistakes in life, to learn lessons, so that we grow into what we want to become. But what if you did not have to make the same mistakes we did? What if you could bypass the mistakes because you got the education from someone who has been there?

We have been coaching and training individuals, families, and businesses for over 25 years AND we want to help YOU! Our financial education and relationship development will help YOU have a better quality of life if you follow our advice. It will SAVE you a tremendous amount of money, by providing the financial education that everybody needs and also how to improve your relationships!

We will provide lessons to you that are simple to understand and implement, and the results can be LIFE CHANGING! We look forward to helping you live LIFE the way it was meant to be lived!
~Doni and Larry Smith

Follow Love and Money Hacks on LinkedIn, Facebook, Twitter and Instagram.

Living Wealthy Financial Group – We are financial wealth and retirement income strategists tired of seeing ordinary Americans having their wealth eroded needlessly. So many so-called financial experts continue to push worn-out, ineffective systems and methodologies that simply don’t work in the 21st Century.

Business owners, individuals, and families are confused and misinformed when it comes to how best to build their financial cornerstones. Using the unique cornerstone of Bank On Yourself, we help our clients take charge of their own money and liberate themselves from bondage to conventional financial wisdom that no longer works in the modern economy. Through proven and time-tested safe money strategies, we provide creative solutions that enable clients to remain financially sound through every life event.

Teresa Kuhn, a respected financial educator, best-selling author, and strategist; is passionate about ensuring that her clients have the tools they need to survive a changing economy.

Her diverse educational and life background, including experience as an attorney, financial advisor, and entrepreneur, makes Teresa uniquely qualified to assist individuals, families, and business owners in designing blueprints for financial and professional success. She has counseled thousands of individuals, families, and business owners across the nation, helping them how they can avoid exposing their wealth to the eroding factors such as taxes, inflation, and Wall Street losses.

Teresa lives in Austin with her husband, David, and her son, Keating. After graduating with degrees in finance and law, Teresa became a Registered Financial Consultant and Certified Senior Advisor. She is also a member of the National Association of Insurance and Financial Advisors, the Financial Planning Association, and the National Academy of Best Selling Authors.

Teresa is also active in the community; she is the Past-President of the Jackson Township Rotary Club (first female and youngest person to hold that position), graduate of Leadership Stark County.

Follow Living Wealthy Financial Group on LinkedIn and Facebook.

About Collaborative Connections

Kelly Lorenzen started the “Collaborative Connections” show to bring her clients and favorite charities together to meet each other, connect and collaborate in life and business. She hopes to build a stronger community one show at a time.

About Our Sponsor

KLM Consulting is a business concierge and project management firm. They help small business owners and non-profits build, brand and brag about their businesses.

About Your Host

Kelly Lorenzen, CEO of KLM Consulting, is an award-winning entrepreneur with over 15 years of business-ownership experience. She is also a certified project management professional.

Kelly’s expertise is in business development, customer service, marketing, and sales.

Connect with Kelly on LinkedIn, and follow KLM Consulting on Facebook.

Episode 69: Calvin Williams’ Service Delivery Process

November 4, 2019 by Mike

Business Infrastructure

Episode 69: Calvin Williams’ Service Delivery Process

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Calvin Williams, Jr. is on a mission. He believes wealth management services should be accessible to everyone, not just the uber-rich. As such, he started Freeman Capital – an award-winning FinTech company with rapid expansion goals and high visibility. In this episode, Calvin details the service delivery process he implements to maintain a positive customer experience while managing a 100% remote team. He also shares the different technologies he leverages to keep it all together.

Special Guest: Calvin Williams, Jr., Founder & CEO – Freeman Capital

Location: Charlotte, NC USA

Show Notes:

Behind the Façade: How to Structure Company Operations for Sustainable Success: book by Alicia Butler Pierre. Ch.6 features the service delivery blueprint Calvin referenced during interview.
Building a StoryBrand: Clarify Your Message So Customers Will Listen: book by Donald Miller.
Secret Service: Hidden Systems that Deliver Unforgettable Customer Service: book by John R. DiJulius III
Trello: a visual, kanban-style project management tool that facilitates task tracking.
Slack: an app that facilitates real-time/on-the-go communication and efficient teamwork; particularly useful for remote teams.
Zoom: a web-based tool that offers audio and video recording of webinars, conference calls, presentations, meetings and more. Also includes screen sharing for enhanced collaboration.
MS Excel: design and track the stages of your service delivery process with a spreadsheet.
Google Sheets: collaborate in real-time on the progress of your service delivery process.
Zapier: a middleware tool that connects your apps and software so that data connects and flows as seamlessly as possible to enhance process productivity and efficiency.
Loom: video recording software that can bring your whiteboarding or other demonstrations to life with your virtual team.

CREATING A COMPANY CULTURE: Eric Alimena of Alimena Limousine & Worldwide Transportation

March 9, 2016 by Mike

On the Money

CREATING A COMPANY CULTURE: Eric Alimena of Alimena Limousine & Worldwide Transportation

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On this episode of “On the Money”, host Joe Moss interviews Eric Alimena, the owner of Alimena Limousine & Worldwide Transportation, about starting a successful business, providing excellent customer service, creating a company culture, and an extensive insight into the limousine and transportation business.

ERIC ALIMENA/ALIMENA LIMOUSINE & WORLDWIDE TRANSPORTATION

Alimena Limousine is a professional, reliable luxury limousine and transportation service in Atlanta that takes great pride in customer service and quality. Their chauffeurs are trained to the highest level of professionalism and customer service. Their executive level vehicles are always maintained to the highest standards. Their reservationists are the friendliest, most personal and highly trained individuals in the industry willing to work diligently to meet your transportation needs better than anyone else.

To watch the video of this show, CLICK HERE.

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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.

The Facts of Factoring: Mark Little with Diversified Funding Services

July 29, 2015 by Mike

On the Money

The Facts of Factoring: Mark Little with Diversified Funding Services

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Get the facts about factoring! On this episode of “On the Money“, host Joe Moss interviews Mark Little with Diversified Funding Services on how factoring can help a small business.

Mark Little/Diversified Funding Services

Factoring is a fast, easy and flexible way to improve your cash flow and generate working capital for your company. Through the power of factoring, you obtain immediate access to cash that is normally tied up for terms of up to 30, 60 or 90 days in your accounts receivable.

Diversified Funding Services was founded in 1998 by Mark Little with the mission to provide businesses the opportunity to obtain critically needed cash flow for their companies with Account Receivables financing, traditionally known as Factoring. To accomplish this mission, Diversified Funding Services carefully selected trustworthy, well-financed, highly qualified funding sources to meet the needs of most business that qualified for this powerful form of finance. Many business owners did not realize this powerful cash flow tool existed. Many bank clients have profitable and growing businesses, however they do not qualify for traditional bank financing, or the constraints are not flexible enough to allow them to grow to their potential.

Diversified Funding Services has now helped clients in very diverse industries receive funding from $10,000 a month to over $1,500,000 a month. Any business that provides a product or service to another business is a candidate for this cash flow tool. From start up to well-established companies, all they need are invoices to creditworthy clients to realize the benefits of partnering with Diversified Funding Services.

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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.

COMMUNITY BANKING AND SMALL BUSINESS: Chris Marinac with FIG Partners

June 17, 2015 by Mike

On the Money

COMMUNITY BANKING AND SMALL BUSINESS: Chris Marinac with FIG Partners

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Host Joe Moss takes you inside the world of community banking with special guest Chris Marianac of FIG Partners.

Chris Marinac/FIG Partners

FIG Partners is an employee-owned broker/dealer specializing in financial institutions. Their expertise includes independent research on nearly 120 public bank stocks and the industry at large, completion of over 100 transactions to raise new capital and provide strategic advice, and OTC market-making for 800+ banks nationwide. FIG Partners has strong capabilities in their four key disciplines: Equity Research, Investment Banking, Equity Sales & Trading, and Fixed Income

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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.

Chad Terpstra with People Helping People, Susan Boland Butts and Shannon Brabner with Hi-Hope Service Center, and Jesse Lirette with Skyview Atlanta

February 11, 2015 by Mike

Silver Lining in the Cloud

Chad Terpstra with People Helping People, Susan Boland Butts and Shannon Brabner with Hi-Hope Service Center, and Jesse Lirette with Skyview Atlanta

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Chad Terpstra, Susan Boland Butts, Shannon Brabner, Jesse Lirette, Dom Rainey

Chad Terpstra/People Helping People

People Helping People does not have a one size fits all platform like many other companies in the financial services and insurance industry regarding products and providers. This allows their associates to tailor a solution that best fits the client’s specific needs and future financial goals.

Shannon Brabner & Susan Boland Butts/Hi-Hope Service Center

Hi-Hope Service Center has a 55-year tradition of supporting individuals with developmental disabilities. Now focusing on adults, they provide support by connecting them with integrated opportunities for learning, work and leisure. They believe that individuals with developmental disabilities have inherent value with gifts and abilities to share. Without intentional engagement and support, these gifts may remain hidden and our community may never benefit from their contribution. These individuals are not only a vital resource to our community, but they enrich our lives.

Hi-Hope Service Center is promoting its 2nd annual Gwinnett’s Kids Got Talent Show. The event will be held on Saturday March 28, 2015 at 6pm at Central Gwinnett High School Theater in Lawrenceville, GA.

Jesse Lirette/Skyview Atlanta

Towering nearly 20 stories above Centennial Olympic Park, the Skyview Atlanta Ferris Wheel features 42 climate-controlled gondolas providing guests with breathtaking panoramic views of downtown Atlanta and the surrounding metropolitan area.

Those looking for an even more enhanced experience will enjoy our VIP gondola boasting Ferrari leather seats, glass floor and a longer flight time. And with its convenient location just steps from many of Atlanta’s most popular attractions, SkyView Atlanta is the perfect compliment to your downtown adventure. SkyView. You can see Atlanta from here.

Why You Should Include Planned Giving in Your Estate Plan

November 19, 2014 by Mike

Gwinnett Studio

Why You Should Include Planned Giving in Your Estate Plan

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Craig Frankel, Adam Gaslowitz — Craig Frankel, Alicia Philipp, Phyllis Silverstein, Adam Gaslowitz

What is “planned giving”? What is the philanthropic landscape in Atlanta today and what is the state of philanthropy in our community? How does creating a planned giving program help the family with their estate plan and family relationships?

If you ever ask yourself these or similar questions, this episode of “Wealth Matters” – the radio show where we discuss the opportunities and challenges of preserving and managing wealth – is for you! During this episode of “Wealth Matters”, attorneys Adam Gaslowitz and Craig Frankel discuss why you should include planned giving in your estate plan with guests Phyllis Silvertein and Alicia Philipp.

Alicia Philipp/Community Foundation for Greater Atlanta

Alicia Philipp is president of The Community Foundation for Greater Atlanta, one of the largest and fastest growing philanthropic service organizations in the country. The Community Foundation strengthens the 23-county metro Atlanta region by providing quality services to donors and innovative leadership on community issues. Philipp has led the Foundation’s grantmaking, fundraising and collaborative initiatives with donors, nonprofits and community leaders for the past 37 years. Under her leadership, The Community Foundation has grown from $7 million in assets in 1977 to more than $929 million in total assets today.

In 2013, The Community Foundation distributed more than $134 million representing 5,800 grants to approximately 2,100 nonprofits locally, nationally and internationally – making 2013 one of the largest years in the Foundation’s history for grantmaking. Named to Georgia Trend’s “100 Most Influential Georgians” list, Philipp has also been named one of the “100 Most Influential Atlantans” by the Atlanta Business Chronicle, one of 175 “Emory History Makers” by Emory University and has received the Georgia State University Distinguished Alumni Award. Her local, regional and national leadership responsibilities include previous service as a board member of the Council on Foundations, the Southeastern Council of Foundations, Independent Sector and the National Center on Family Philanthropy. Philipp received a bachelor’s degree from Emory University and a master’s in business administration from Georgia State University.

Phone: 404-588-3189
Email: aphilipp@cfgreateratlanta.org

Phyliss Silverstein/Wells Fargo

Phyllis Silverstein is a Philanthropic Specialist for Wells Fargo Philanthropic Services. Phyllis helps individuals and multi-generational families achieve their charitable objectives through the creation and management of private foundations, charitable trusts and other charitable planning strategies. She also advises nonprofit organizations in the areas of annual development, planned giving/endowment, governance and management. Phyllis is responsible for involving all aspects of the Wells Fargo Private Bank in the awareness and importance of philanthropy for our clients and our community. Phyllis strives to create value for clients by helping them understand and maximize the impact their philanthropy has on current and future needs.

Prior to joining Wells Fargo, Phyllis was the Vice President of Planned Giving & Endowment for the Jewish Federation of Greater Atlanta for 8 years where she developed a comprehensive endowment program involving donors, professional advisors and community organizations. In total, Phyllis has over 28 years of professional fundraising experience and holds a BA from Florida Atlantic University and a Certificate in Financial Planning from the University of Georgia.

Phyllis is a Past President and Board member of the Georgia Planned Giving Council as well as a member of the National PPP (Partnership for Philanthropic Planning). She is an active volunteer for a variety of local organizations including a women’s empowerment foundation, middle school PTSA and lacrosse youth sports.

Phone: 404-238-0444
Email: Phyllis.Silverstein@wellsfargo.com

About Gaslowitz Frankel:

Gaslowitz Frankel LLC is an experienced trial practice firm specializing in all aspects of complex fiduciary litigation, representing individuals, companies, banks, and fiduciaries in will, trust, and estate disputes; investor and financial advisor disputes; shareholder/partnership disputes; contract disputes; complex commercial disputes; and appeals.