wealth planning Archives - Business RadioX ®

Do You Have a (Wealth) Plan?

May 16, 2024 by Mike

Gwinnett Studio

Do You Have a (Wealth) Plan?

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Hosted by J.D. Mealor, Senior Vice President and North Georgia Market Executive, “Regions Business Radio” covers financial topics such as banking and lending, mortgages, wealth management and more. The program also allows listeners to get to know some of the top executives from Regions Bank.

On this episode, J.D. is joined by Bryan Koepp, Senior Vice President/Wealth Planning Executive for Regions to discuss the importance of planning for business owners.

About Regions:

Regions Financial Corporation (NYSE:RF), with $145 billion in assets, is a member of the S&P 500 Index and is one of the nation’s largest full-service providers of consumer and commercial banking, wealth management, and mortgage products and services. Regions serves customers across the South, Midwest, and Texas, and through its subsidiary, Regions Bank, operates approximately 1,400 banking offices and 2,000 ATMs. Regions Bank is an Equal Housing Lender and Member FDIC. Additional information about Regions and its full line of products and services can be found at www.regions.com.

This information is general in nature and is provided for educational purposes only. Regions makes no representation as to the accuracy, completeness, timeliness, suitability or validity of any information presented and Regions does not accept liability for any direct or indirect loss stemming from the application of any material. Information provided and statements made by employees of Regions should not be relied on or interpreted as accounting, financial planning, investment, legal or tax advice. Regions encourages you to consult an appropriate professional concerning your specific situation and irs.gov for current tax rules.

Paul Webb, founder of Webb Wealth Advisors ep: 2 featuring Shae Cooper

May 26, 2022 by Amanda Pearch

Forsyth Studio

Paul Webb, founder of Webb Wealth Advisors ep: 2 featuring Shae Cooper

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On this episode of “The Retirement Planning & Wealth Management Podcast”, Host Paul Webb sits down with guest Shae Cooper to discuss retirement, investments, college readiness and 401k’s and much more.

Shae Cooper Paul Webb

Host Paul Webb| President & Founder | Webb Wealth Advisors

Webb Wealth Advisors holds the most prestigious Chartered Financial Consultant® designation, awarded only to those with the highest standard of knowledge and trust in financial planning. Paul and his team are uniquely qualified to help you navigate the challenges of securing your financial future for your family or business. They create opportunities for your long-term growth potential, as well as lifetime income throughout your retirement.

The Webb Wealth Advisors team of retirement planners assess your current income and future income to build the budget that suits you and your family best then design a custom plan meeting your risk guidelines and investment objectives.

Webb Wealth Advisors offers Tax Free & Guaranteed Income Retirement Planning. Offering the Highest Guaranteed NO RISK Retirement Income in the industry. They work with individuals, CPAs & Estate Planning Attorneys and team members to help them optimize their clients most favorable retirement outcomes including succession planning offer 401ks, IRAs.

Visit webbwealthadvisors.com to learn about their full scope of services.

This series is brought to you by Webb Wealth Advisors, SUBSCRIBE wherever you enjoy your #audio shows.

ProfitSense with Bill McDermott, Episode 2: Melanie Millner, The Design Atelier, and Kasey Gartner, Northwestern Mutual

November 15, 2019 by John Ray

North Fulton Studio

ProfitSense with Bill McDermott, Episode 2: Melanie Millner, The Design Atelier, and Kasey Gartner, Northwestern Mutual

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**Melanie Millner, Bill McDermott, Kasey Gartner**

ProfitSense with Bill McDermott, Episode 2: Melanie Millner, The Design Atelier, and Kasey Gartner, Northwestern Mutual

On episode 2 of “ProfitSense with Bill McDermott,” Melanie Millner, founding principal and owner of The Design Atelier discusses the value of a professional interior designer with unique vision. Wealth management advisor Kasey Gartner of Northwestern Mutual brings her expertise in financial planning, and much more with host Bill McDermott. “ProfitSense with Bill McDermott” is broadcast from the North Fulton Studio of Business RadioX® inside Renasant Bank in Alpharetta.

Melanie Millner, The Design Atelier

Award-winning interior designer Melanie Millner is founding principal and owner of The Design Atelier. Her team at the luxury interior design firm is committed to delivering exceptional spaces. They value architecture and the details that make each project unique. With a vision for spaces and lifestyles, they strive to exceed client expectations.

For more information visit The Design Atelier website. You can reach Melanie by email or phone, 404-365-8662. Also connect with Melanie on LinkedIn.

Kasey Gartner, Northwestern Mutual

As a wealth management advisor at Northwestern Mutual, Kasey Gartner understands that people often don’t take the time they should to properly plan for their financial futures. Life can be hectic – careers, family, friends and hobbies often leave little time to address some of life’s most important needs – like creating a solid financial plan. Kasey makes it her goal to help busy professionals craft a plan that most effectively and efficiently allows them to reach their financial goals, while protecting what’s most important to them. Helping clients address these critical areas and experience life knowing a financial plan is in place, continues to be the most rewarding aspect of Kasey’s career.

Her expertise includes business continuation planning, life insurance planning, investment strategies, disability income planning, education funding, executive business planning and more.

For more information visit Kasey Gartner’s website. You can reach Kasey by email or phone, 404-841-5013. Also connect with Kasey on LinkedIn and Facebook.

About Your Host, Bill McDermott

Bill McDermott is Founder and CEO of McDermott Financial Solutions. After over three decades working for both national and community banks, Bill uses his expert knowledge to assist closely held companies with improving profitability, growing their business and finding financing. Bill is passionate about educating business owners about pertinent topics in the banking and finance arena.

He currently serves as Treasurer for the Atlanta Executive Forum and has held previous positions as board member for the Kennesaw State University Entrepreneurship Center and Gwinnett Habitat for Humanity and Treasurer for CEO NetWeavers. Bill is a graduate of Wake Forest University and he and his wife, Martha have called Atlanta home for over 40 years. Outside of work, Bill enjoys golf, traveling and gardening.

Connect with Bill on LinkedIn and Twitter and follow McDermott Financial Solutions on LinkedIn.

Identifying Investment Fraud and Misconduct

April 27, 2018 by Mike

Gwinnett Studio

Identifying Investment Fraud and Misconduct

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Robert Port, Jason Doss, David Bain, Millie Baumbusch

Jason Doss/The Doss Firm

Jason Doss is the owner of The Doss Firm, LLC, an Atlanta-based law firm devoted to representing consumers across the country in a variety of areas including investment disputes and consumer class action litigation. He has helped recover millions in damages from well-known financial services companies on behalf of individual investors who lost their life savings due to bad investment advice and in some cases, financial fraud.

Notably, Mr. Doss successfully represented a large of group of investors who were defrauded in a Ponzi scheme at the Atlanta-based mega-church New Birth Missionary Baptist Church. The case was deemed as one of the largest church-based affinity fraud schemes in American history, received national media attention, and was featured on the popular ABC show Nightline. In addition, Jason Doss was co-lead counsel on two separate consumer class action cases against two of Georgia’s largest natural gas providers, obtaining class settlements totaling $18.5 million on behalf of over 750,000 Georgia residents for alleged overcharges.

Jason Doss is past-President and a current Board of Directors member of Public Investors Arbitration Bar Association (PIABA). PIABA is an international bar association devoted to protecting the rights of the investing public. Mr. Doss is also a founding board member and current President and CEO of The PIABA Foundation, a charitable organization devoted to promoting investor education.

Jason Doss believes that the best way to avoid becoming a victim of consumer fraud and/or investment abuse is through education. To help prevent investment and consumer abuse, Mr. Doss co-authored a book with best-selling author and investment adviser Frank Armstrong III, entitled “The Retirement Challenge: Will You Sink or Swim?” It was released in January 2009 and is currently sold at book stores across the country.

David Bain/Law Offices of David A. Bain

David Bain represents angry investors. He began his practice with a class action firm, litigating securities class actions in the age of Enron. For the last 11 years he’s had his own practice The Law Offices of David A. Bain, representing investors in cases against directors, officers, auditors, investment bankers, venture capital firms, broker-dealers, and investment advisers. He often provides the plaintiff’s perspective at securities seminars and has assisted state officials in preparing to testify before Congress concerning securities legislation.

David received his undergraduate degree, magna cum laude, from the University of Georgia, where he was a Woodruff Scholar and was named to Phi Beta Kappa. He was awarded a Chancellors Scholarship to the University of North Carolina at Chapel Hill School of Law, where he received his J.D. with honors.

David is active in the leadership of several community organizations, including having served as President of the Board of Directors for the Federal Defender Program, Inc. and President of the Board of Directors of GreenLaw (an environmental non-profit organization). He recently concluded his term as Co-Chair of the Atlanta Bar’s Securities Subsection, and he is currently the President of the Federal Bar Association’s Atlanta Chapter.

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 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

Reinventing Yourself

September 3, 2015 by angishields

Midtown Business Radio

Reinventing Yourself

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Reinventing Yourself

On this week’s episode we continued our monthly series with IRC Wealth. CEO, Dave Ragland, and VP Business Development, Joe Schum, joined me in studio along with Debi Buckland, a certified therapist and professional coach. Our topic was reinventing yourself.

Many of us adults know the feeling of, “I need to make a change,” when it comes to thinking about one’s job. It’s hard to truly know what your true self is/wants when you’re graduating from high school and selecting an academic and professional path. That means that for a lot of us, we find ourselves wanting to transition to something else that will be more in line with our spirit and personal values.

With his background as a financial planner and wealth adviser, David talked about how important it is for individuals to consider their personal values and wants relating to their quality of life and standard of living when thinking about making changes that will affect their income. Clearly, leaving one’s job to pursue a dream, whether that’s a new career move or retirement will involve a measure of financial risk.

By sitting down with experts such as David when in the planning phase, risk can be mitigated by understanding obligations, getting a plan for debt elimination, potentially making changes in standard of living expenses, and developing a time line that will facilitate addressing these issues as well as allowing the individual to enjoy their new pursuits.

As a therapist who spends much time speaking with individuals who are wanting to make a change in their lives, she talked about how important it is to be moving toward something more than running away from something. We also discussed how important it is to talk to one’s partner about the changes they’re contemplating since they will also affect their life as well.

As we talked through the show, it was clear that all our experts agree–it can be a great thing for us to find The Thing that allows us to be more authentic, more who we really are. And it was also obvious that sitting down with an expert to craft a plan isn’t simply going to end in being told, “No, you shouldn’t do that.” With some diligence and some planning with qualified pros, you might find you can make that transition to the new you sooner (and more safely) than you think.

David Ragland, CEO/Founder, IRC Wealth

Joe Schum, VP Business Development, IRC Wealth

Debi Buckland, LMFT, LPC, CPCS

IRC Wealth 1

August 4, 2015 by angishields

Midtown Business Radio

IRC Wealth 1

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IRC Wealth and 3 Female Entrepreneurs

This week marked the first of a monthly series we’re running with the folks from IRC Wealth. Vice President of Business Development, Joe Schum, co-hosted the show with me. He introduced us to three highly-successful female entrepreneurs from the Atlanta area who, while accomplished in their own rights, are also clients of IRC Wealth.

Jodi Hersh founded Orange Star Design, a firm specializing in graphic and web design and social media content creation. For over 20 years, Jodi has worked with small businesses, Fortune 500 companies, indie artists, and even rock stars, helping them craft and improve their brands. Jodi has been providing her services to the IRC Wealth team for a number of years.

Sarah Huie Coleman, an Atlanta native, founded Huie Design, Inc. in 1996 after completing design and implementation of the “Look Of The Games” for the 1996 Atlanta Olympic Centennial Games for Copeland Hirthler / Iconologic.

Huie Design has been working with municipalities, architects, developers, and owners on public spaces to create entire signage and wayfinding systems that function effectively, entice interaction, and inspire joy. Feeling lost or confused when navigating is frustrating and stressful. Their work achieves project goals, puts patrons and visitors at ease, and makes a lasting impression. In fact, their quality of work and attention to customer service and detail has allowed the firm to grow, heavily through referral and repeat business.

Founded in 1999, Giant Studios offered filmmakers capabilities that simply cant be done anywhere else, from Gollum in Lord of the Rings to Avatar. With a home office in Atlanta, state-of-the art studio facilities in Los Angeles, and To Go capabilities around the world, Giant was the recognized leader in motion capture and virtual environments for even the most demanding film requirements.

Candice Algers joined us to talk about the genesis of Giant Studios and how they leveraged innovative technology to become a sought-after partner in some of the film and gaming industries’ most highly-acclaimed productions.

In 2014, Giant Studios, Inc. sold the rights to its performance capture technology for entertainment applications to Lightstorm Entertainment. The Giant R&D team will continue developing the software under the Lightstorm umbrella. Lightstorm will continue developing and leveraging the technology during the production of the next three Avatar sequels.

Giant was able to demonstrate the robustness of the technology over the past fifteen years on numerous films including, but not limited to: The Lord of the Rings Trilogy, The Polar Express, The Lion the Witch and The Wardrobe, Iron Man, Real Steel, Avatar, The Adventures of Tintin: The Secret Unicorn, and Jack the Giant Slayer. Video Game credits include many highly acclaimed titles such as Halo 4, Call of Duty 3, Devil May Cry, Fable II, and Jade Empire.

Special Guests:

Joe Schum, VP of Business Development, IRC Wealth

BS, Economics/Commerce, Niagara University
Founder, The Niagara Group
Board of Advisors, Safe Haven Museum and Education Center
Board Member, Visions Anew Institute

Jodi Hersh, Founder, Orange Star Design

BFA, Graphic Design & Photography, University of Michigan
Previous Graphic Designer, Tom Graboski & Associates
Former Art Director, Dynamic Press

Sarah Huie Coleman, Founder, Huie Design

BA, Graphic Design/Packaging, Art Center College of Design
BA, Psychology, Sweet Briar College
Previous Managing Director of Environmental Design, Iconologic
Former Senior Graphics Designer/Manager, RTKL

Candice Algers, CEO, Giant Studios

ABJ, Journalism/Minor in Marketing, University of Georgia
Previous Executive Vice President, Crawford Communications

The “Planning” Stage of Estate Planning

June 24, 2015 by Mike

Gwinnett Studio

The "Planning" Stage of Estate Planning

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Adam Gaslowitz, Robert Port, John Howard, Richard Morgan

On this episode of “Wealth Matters”, hosts Adam Gaslowitz and Robert Port discuss how to anticipate and avoid issues at the “planning” stage of estate planning with their guests John Howard and Richard Morgan.

John Howard/Resource Planning Group

John is a co-founder and Chief Executive Officer of Resource Planning Group. He was born in Biloxi, Mississippi, but lived his early years in cities around the world as his father was an Officer in the Air Force. John is a magna cum laude graduate of the University of Tennessee (BS, Business Administration). He began his career as a Certified Public Accountant with Arthur Andersen. He then earned his Juris Doctorate from the Emory University School of Law. He is also a CERTIFIED FINANCIAL PLANNER™, founding RPG in 1991. He is a member of the Fee-Only ^® National Association of Personal Financial Advisors (NAPFA), the Georgia Society of CPAs, the State Bar of Georgia, and the Atlanta Bar Association. He is also a Charter Member of Kingdom Advisors, a network of Financial Advisors committed to giving financial advice that is grounded in biblical principles. John was named one of the Top 100 People in Georgia Banking and Finance by the Atlanta Business Chronicle from 2006 through 2009. He has also been identified as a FIVE STAR: Best in Client Satisfaction Wealth Manager since 2008 by Atlanta Magazine. John is a 2005 graduate of Leadership Sandy Springs. He serves on the Board for Kaleidoscope ABA, Inc., a nonprofit school serving children with Autism Spectrum or related disorders, and the Board of Advisors for the Bank of Sandy Springs.

Facebook: https://www.facebook.com/rpgplanner

LinkedIn: https://www.linkedin.com/company/resource-planning-group

Twitter: https://twitter.com/rpgplanner

Richard Morgan/Morgan & DiSalvo, P.C.

Richard M. Morgan has been practicing law in Georgia since 1987. Richard founded the award-winning Alpharetta law firm of Morgan & DiSalvo, P.C. in 1995 to help individuals and families plan and prepare for the many changes that life brings. Morgan & DiSalvo was again named in U.S. News & World Report and Best Lawyers.com “Best Law Firms” ranking for 2015. Morgan & DiSalvo received the highest “Tier 1” rating in Trusts and Estates Law, a distinction held by only 10 law firms in the Metro Atlanta area.

Richard prides himself on bringing peace of mind to individuals and families by helping them prepare for significant life events. In addition to the primary practice areas of the firm, Richard also specializes in finding creative solutions for clients in the areas of estate & tax planning, estate & trust dispute resolution, business succession planning, planning for special needs beneficiaries, creditor protection, charitable gift planning and tax controversies.

Richard’s work is differentiated by his level of service and attention to detail. His technical and analytical capabilities and problem-solving approach are unique among attorneys. A leader in his field, Richard is past president of the Taxation Sections of both the Georgia and Atlanta Bar Associations, the Estate Planning & Probate Section of the Atlanta Bar Association, the North Georgia Estate Planning Council and the Georgia Planned Giving Council. Richard also serves on the Executive and Legislative committees of the Fiduciary law section of the Georgia Bar Association.

In 2014, Richard was elected as a Fellow in The American College of Trust and Estate Counsel (ACTEC). This is the most prestigious group of Trusts and Estates attorneys in the country, with only 50 Fellows in the State of Georgia. ACTEC membership is only offered to those who have provided substantial contributions to the field of trusts and estates law. Richard has used his charitable gift planning expertise over the years by serving as the chairman or member of professional advisory committees of several large Atlanta organizations including the Jewish Federation of Greater Atlanta, Jewish Family & Career Services, the Community Foundation of Greater Atlanta and YMCA of Metropolitan Atlanta.

Richard received is B.B.A. in Accounting, cum laude, and his J.D. degree, cum laude, from the University of Georgia. He received his LL.M. in Taxation from Emory University. Richard is a frequent speaker on estate and tax planning, charitable gift planning and other tax related topics.

Facebook: https://www.facebook.com/pages/Morgan-DiSalvo-PC/118280784932490

LinkedIn: https://www.linkedin.com/company/morgan-&-disalvo-p.c.

YouTube: https://www.youtube.com/user/MorganDisalvo/videos

About Gaslowitz Frankel: