money planning Archives - Business RadioX ®

Lessons from the Trenches: Avoiding Family Disputes over Money, Estates and Business

October 23, 2019 by Mike

Gwinnett Studio

Lessons from the Trenches: Avoiding Family Disputes over Money, Estates and Business

00:00 /

Craig Frankel, Adam Gaslowitz, Robert Port

Hosts Craig Frankel, Adam Gaslowitz and Robert Port discuss how to avoid family disputes over money, estates and business on this month’s episode of “Wealth Matters”.

CLICK HERE to watch the video of this show.

About Gaslowitz Frankel:

Gaslowitz Frankel is an experienced trial practice firm specializing in all aspects of complex fiduciary litigation throughout Georgia and the Southeast. With a focus on representing individuals, companies, banks, and fiduciaries in dispute involving wills, estates, trusts, guardianships, businesses, and securities law, their experienced and highly qualified litigation attorneys have tremendous credentials and a proven history of success.

If you would like to watch past episodes of “Wealth Matters”, please visit their You Tube Channel.

Remember to tune in HERE on the 4th Wednesday of every month at 8:30 AM to listen live to their show!

Facebook: https://www.facebook.com/EstateDispute
Twitter: https://twitter.com/EstateDispute
LinkedIn: https://www.linkedin.com/company/estatedispute

Brooke Walker with Transamerica

October 10, 2017 by Karen

Phoenix Business Radio

Brooke Walker with Transamerica

00:00 /

Brooke Walker with Transamerica spent decades successfully working in law firms, medical offices and the beauty industry for established and growing firms before launching her career as a Financial Representative. It was her time in various fields that drove her to the financial industry. Brooke knows what truly drives people—and it’s the desire to see them grow and succeed. It’s how well you connect with the people you’re trying to help and communicate your ability to help them reach their goals.

Brooke graduated Summa Cum Laude with a Bachelor’s in Psychology which she attained while raising two children as a single mother.

Her passion is to inspire other women and help them to reach financial success. She is very active in volunteering in the community.

Transamerica / World Financial Group

In 1904, a young entrepreneur named Amadeo Giannini created the Bank of Italy in a converted San Francisco saloon. His goal was to make financial services available to everyone — not just the wealthy few. And so he did; after the 1906 quake and fire, Giannini set up a makeshift bank on the San Francisco docks, giving residents loans to rebuild, secured with only a handshake .

In the mid-1980s, Transamerica refocused its core business on its founding mission of making insurance and financial tools available to more people. And in July 1999, Transamerica began a new chapter in its history when it became part of one of the world’s leading international financial organizations: Aegon N.V.

Today, the Transamerica companies are as committed to helping people as we were 100 years ago. Customers now have access to an even wider range of services, from life insurance to retirement plans, to secure their financial futures.

From our very beginning we’ve been committed to helping you build a solid financial foundation for now and the future. And we’ll continue to do so with insurance and financial products that are as affordable as they are exceptional.

For more information about Transamerica/World Financial Group and to connect with Brooke:

BROOKE WALKER
Financial Representative
Direct: 480-586-5018
1839 S. Alma School Road, #380
Mesa, Arizona 85210
Offic480-262-8102
howmoneyworks.com/brooke
joinwealthwave.com/brooke
www.facebook.com/bswalker10

BREAKING PAR IN BUSINESS: Marbury Creative Group and Grandview Strategic Partners

January 29, 2016 by Mike

Gwinnett Studio

BREAKING PAR IN BUSINESS: Marbury Creative Group and Grandview Strategic Partners

00:00 /

Rich Bartolotta, Rob Marbury, Bryant Shipp, David Morris

Rob Marbury/Marbury Creative Group

Marbury Creative Group, based in Duluth, GA, is an award-winning branding and advertising agency founded in May 2010 by Rob Marbury, after 22 years as an art director, creative director and VP creative in the advertising industry.

The Marbury motto is ‘Tell it Better! (if necessary, use words.)” For more information, or to see samples of the agency’s work, please visit WeTellitBetter.com, email Rob at rob@marburycreativegroup.com or call 648-735-5220.

Bryant Shipp & David Morris/Grandview Strategic Partners

GrandView Strategic Partners is the investment advisory entity of the GrandView integrated group of financial services companies. GrandView’s team of specialists works closely with business owners – and high net-worth individuals – providing solutions to address investment needs.

GrandView’s approach emphasizes preservation of principal, with a focus on current and future cash flow. By focusing on generating passive income, they strive to help clients successfully achieve life’s milestones.

Rich Bartolotta/Schooley Mitchell

Rich Bartolotta of Schooley Mitchell is the host of “Breaking Par in Business“.

Schooley Mitchell is the largest independent consulting business in North America that specializes in helping businesses improve profitability by reducing telecom and merchant services expenses.

One unique aspect of their offering is that they work on a contingent fee basis, meaning their fee is a share of the savings they generate. So business owners take no risk in working with Schooley Mitchell.

Schooley Mitchell has been in business since 1980, saving thousands of clients almost a quarter of a billion dollars. To learn more about Schooley Mitchell Atlanta go to schooleymitchell.com/rbartolotta or email Rich at rich.bartolotta@schooleymitchell.com.