personal finance Archives - Page 2 of 2

Matt Reiner with Wela, Rhonda Caudell with Endless Legacy

May 26, 2018 by angishields

High Velocity Radio

Matt Reiner with Wela, Rhonda Caudell with Endless Legacy

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Matt Reiner is CEO and co-founder of Wela, a personal finance software company that combines access to robo advisors and human advisors to change the way financial advice is delivered. Matt is also the author of the upcoming book, “Ready to be Rich: Smart Financial Advice for People on the Way Up.” The book offers a new approach for those who are all but left behind in today’s financial services world: a holistic financial app named Benjamin. Built with an understanding of advanced behavioral economic theories and designed to help positively change financial behaviors in a completely manageable way, Benjamin can help you move from renting your finances to owning your finances, so that you control your finances, instead of letting your finances control you.

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The following story is brought to you by The Ammari Firm, LLC. To learn more about The Ammari Firm, LLC you can follow them along on Facebook and LinkedIn.

Rhonda Caudell RN, CCM, The Aging Parent Expert, at Endless Legacy, struggled helping her aging parents utilizing the same planning process that worked well with her senior clients in her care management consulting practice. Ultimately, she discovered the transformational breakthrough of what must change for an aging parent and adult child cooperative partnership to work well. Over time her Dad developed Alzheimer’s and Vascular Dementia requiring her care for 8 years. She also helps other adults of parents with dementia to know how to thrive and connect with their parent, not just survive. Those adults find community with others and support at Dementia Distress Relief & Facebook closed group: Answers for Adults of Parents with Alzheimer’s & Dementia.

Follow Rhonda on Twitter, Facebook, LinkedIn. Follow Dementia Distress Relief on the Website , Facebook,

RESILIENCE RADIO: Ottawa University

November 28, 2017 by Karen

Phoenix Business Radio

RESILIENCE RADIO: Ottawa University

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RESILIENCE RADIO: OTTAWA UNIVERSITY

Building on its foundation as a Christ-inspired community of grace and open inquiry, Ottawa University prepares professional and liberal arts graduates for lifetimes of personal significance, vocational fulfillment and service to God and humanity.

From humble beginnings, Ottawa University (founded in 1865) has grown from a single building into a comprehensive educational institution serving about 5,000 students on eight campuses and online. Today, more than 22,000 OU graduates, including 5,000 in the Pacific Rim, have made and continue to make valuable contributions in their communities, corporations, and churches. Born of a special spirit, which permeates the University and its graduates to this day, Ottawa University is blessed by a rich heritage and an unquenchable commitment to educate increasing numbers of students for lifetimes of faith, service, leadership and significance.

www.ottawa.edu

Dr. Amy Hogan earned a BS in Elementary Education with a concentration in Vocal Music and a MLA from Baker University. She earned her PhD with a specialization in Advanced Classroom Instruction from Capella University. Her research focused on the relationship between preservice teachers and mentor teachers. Dr. Hogan served on the KS Regulations Board for teacher education, workgroups for the KEEP and KPTP evaluation tools, KS Teacher of the Year selection committees, task-forces for the Military Childhood Coalition, as a reviewer for NCATE and CAEP, and chaired a committee charged with revising the KS elementary education teacher licensure standards.

Her background includes mission coordination in the Tennessee Cumberland region, classroom teaching in the Shawnee-Mission School District, grant writing, developing small business enterprises, supporting programing for military families and children, and consulting in technology education and teacher assessment. While teaching in Shawnee-Mission, she was awarded twice West Antioch Elementary teacher of the year. Dr. Hogan has presented at numerous regional and national educational conferences, including TECHLearning. She has administered several grants in technology and teacher education preparation. One of these grant projects regarding parent-community-school involvement is featured in the Harvard Family Research archives.

Prior to becoming the inaugural dean for the Surprise, Arizona campus as well as the Dean of Arizona, Dr. Hogan served as Dean for the School of Education.

Dr. Lily Davidov joined Ottawa University Department of Business in 2013 as adjunct faculty and in Summer 2017 merged into the Ottawa Surprise Campus as a Business Faculty and Adawe Mentor. Prior to that, Dr. Davidov was a full time Professor of Accounting at Embry-Riddle Aeronautical University, Prescott Campus.

Dr. Davidov completed her formal studies of the Doctor of Business of Administration and her dissertation was on Entrepreneurial Orientation as a strategic initiative of the firm.

Dr. Davidov comes from a long heritage of international entrepreneurs and is fluent in Russian. While her professional experience includes many years in retail business where she enjoyed running and operating businesses; teaching, mentoring, and coaching is her passion.

Area of research: Entrepreneurial Orientation, inner wisdom, advising and mentoring, and teaching iGENERATION.”

David Barnes is the Executive Director of University Advancement of Ottawa University Arizona, with emphases in external relations, resourcing, new markets, marketing, and spiritual life. David also is Professor of Education. David has more than 32 years of experience in higher education, business, and ministry leadership, including 24 years in not-for-profit organizations. Prior to coming home to Ottawa University, David served as Senior Vice President for Partnership Relations for Johnson-Huffman Fundraising Strategists, President of Grace University, Executive Vice President and Founding Dean of the School of Adult Learning at Arizona Christian University, and Associate Vice President for Adult Programs at Spalding University. Prior roles at Ottawa University included service as Dean of the School of Education, VP of Enrollment Management, VP of Adult & Professional Studies, and Provost.

ABOUT RESILIENCE RADIO

Resilience Radio was born out of Cynthia’s passion for our youth. In reading articles and research papers on what our youth are challenged with today, Cynthia became overwhelmed with frustration that more is not being done to come alongside this community of young people.

The majority of our youth have very little ‘hope’ for their future and lack the ‘resilience’ needed to set and achieve specific goals for their future. With articles like “Teen Suicide Continues to Rise Throughout Arizona” (Today’s News-Herald, January 9, 2017) stating that, “Healthcare officials across the state are trying to figure out what is behind the alarming increase in teen suicide, up 81 percent since 2009”, Cynthia knew that she needed to create a positive media platform to help encourage the next generation of leaders… and the good people who support them.

Resilience Radio features CEO’s and Community Leaders who are having a positive impact on Arizona’s youth and young adults.

ABOUT YOUR HOST

From youth programs to corporate groups, large government agencies to nonprofits, Cynthia Diehl has experience working with organizations and individuals of all shapes and sizes. Her approach gives clients a better understanding of who they are and how they can capitalize on their strengths — instead of focusing on their weaknesses.

Cynthia Diehl is the Founder and CEO of RISE Strengths – a company dedicated to helping their clients identify (and effectively execute) their talents and strengths, facilitating strong personal and professional success. With 14 years as a Marketing Consultant and with her experience as a certified Gallup StrengthsFinder Consultant, Cynthia developed a series of proprietary workshops and training sessions to help bring out the best in people and has been successfully leading, teaching, training, coaching and consulting ever since!

She is a true advocate for her clients, offering support, encouragement, confidence and a sense of direction. Clients and colleagues alike consider her a trusted advisor and mentor.

cynthia-d@risestrengths.com
(602) 777.1556

IRC Wealth

June 2, 2015 by angishields

Midtown Business Radio

IRC Wealth

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IRC Wealth

This week I sat down with financial experts, David Ragland and Joe Schum, of IRC Wealth. David shared his story about how he has spent his career helping businesses and individuals navigate their financial decisions and planning. We talked about how he gained valuable experience as a consultant with Ernst & Young then as a CFO of a troubled company that helped him bring a high level of strategic advice to companies as an outsourced CFO.

He, along with his team, including Joe, continues to help people develop an effective, simple plan to achieve their financial goals. That may be getting a business on a track that will allow the owners to eventually sell it or transition it to heirs, depending on their particular plan. Or, it may be helping an individual get their family out of craft an effective budget, eliminate debt, develop cash reserves, and even know what they need to do to actually retire safely one day.

We talked about how Dave had experienced a period where he let his fitness decline, ultimately becoming ~75 pounds overweight. He decided to address that by training for an Ironman triathlon, when he had previously been doing little to no physical training. He set a goal to complete a full Ironman in 18 months. By setting a defined time goal, he was able to develop a training strategy that allowed him to evaluate his progress and keep himself on a schedule that continually moved him closer to his goal.

He realized that there are parallels between the way one must approach training for such an event and developing a plan and timeline for achieving financial freedom. He decided to write a book in which he could talk about those analogies to help readers understand they CAN achieve financial freedom, even though it initially seems impossible—much like it can seem impossible to go from not being physically active to completing a full-length Ironman triathlon.

I had the opportunity to read the book, “Wealth Made Simple (Yes, Really)”. It’s a quick read and the comparisons between a training regimen and the mindset needed to achieve an athletic goal and getting out of debt/becoming financially free are easy to understand. He provides several tools to give the reader the chance to develop an understanding of where they are now along with some measure of what to expect over time, given their goals.

After reading the book and meeting these two experts I can say I would easily recommend speaking to them to see how they can help you or your business develop an effective, simple to implement plan to achieve a strong financial position.

Special Guests:

David Ragland, CEO, IRC Wealth