Join New York Times best-selling author Justin Halpern (Sh*t My Dad Says) for a discussion about his new book, I Suck at Girls, a laugh-out-loud collection of funny and touching stories of his romantic coming-of-age misadventures. Justin will give a reading, share some stories that inspired him, and take questions from the audience.
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Ex-Chargers fans Justin Halpern and Jono Zalay rant about their formerly beloved but always terrible NFL team. Games are recapped, grievances are aired.
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Rory Scovel is an actor, comedian, and writer — but he’s picked up a new title over these last few years: DAD. Each week he and co-host Ruthie Wyatt are joined by their hilarious celebrity friends to unpack the mysteries of fatherhood, parenting and the weirdos who raised us. Full of funny stories from your favorite performers, this is a show for dads and non-dads.
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Business is a battle, and we came here to WIN! Carrie and Ian Richardson are partners and serial entrepreneurs who specialize in strategic growth and exit planning for SMBs. Every week, we ask business owners two important questions: "What's Important Now?" "How are you winning?" Created by entrepreneurs and featuring entrepreneurs, we interview business owners at all stages of growth across multiple industries. Learn from experts sharing their strategies and the tactics they use to identify ...
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Financial literacy is not emphasized enough for professionals during training, leaving many unprepared as they begin their careers. The topics covered in beyond MD apply to all professionals, including medical students/residents and practicing physicians. This podcast is led by radiologist Dr. Yatin Chadha and guided by expert analysis. Each episode, Yatin interviews accountants, lawyers, brokers, and advisors to heighten awareness on important topics, such as professional corporations, hold ...
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The Unmasked History of Scooby-Doo delves into the mystery of Scooby-Doo media! Getting clues through interviews with the people working behind the scenes of Scooby-Doo.
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Send us a text Daryl D'Souza, Co-Founder of Technique In this episode of the WIN podcast, host Carrie Richardson sits down with Daryl D’Souza, managing partner at Technique, a managed IT services provider based in Toronto, Canada. Daryl shares his unique approach to signing two to three new clients monthly while working only two to three hours a da…
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Justin Breen WINS by Connecting Visionaries to Serve Humanity
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Send us a text In this compelling episode, Carrie Richardson interviews Justin Breen, a master connector who spends his days linking some of the world's most brilliant and misunderstood visionaries. Justin delves deep into the world of high EQ and IQ individuals—those rare few who are focused on creating lasting legacies rather than just building e…
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Ep #75: Philanthropy - 4 Essential Reasons to Give - with Mark Halpern & Yatin Chadha
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Mark Halpern (CFP, TEP, MFA-P) is one of the top voices in tax efficient philanthropy in Canada. Earlier this year, Mark interviewed me on the reasons to give, and I came up with 4 reasons important to me that I hope you will find useful. Discussion Points: - my background & journey (3:00) - the journey of beyond MD (6:02) - how my interest in phil…
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Kirk Halpern: Restaurants, Redemption Stories, and WINNING
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Send us a text In this episode of "What's Important Now," host Carrie Richardson sits down with Kirk Halpern, the visionary behind Farmers and Fishermen Purveyors. Kirk shares his remarkable journey from practicing law to becoming a major player in the meat and seafood industry. With a passion for supporting small farmers and fishermen, Kirk's late…
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Fixed Income: Understanding Mortgage Investment Corporations in Today's Environment with Arjun Saraf (CPA, CA, EMD)
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I'm thrilled to host my friend & colleague, Arjun Saraf (CPA, CA, EMD). We focus on Mortgage Investment Corporations, with a focus on understanding the challenges in the current environment & key considerations when navigating this investment strategy. Discussion points: - Arjun's professional background (5:33) - Quick overview on New Haven's MIC (…
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Michelle Accardi WINs by Unlocking Growth
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Send us a text In this engaging episode of the WIN podcast, host Carrie Richardson sits down with Michelle Accardi, the dynamic CEO of LionGard. They discuss Michelle's unique approach to leadership, the importance of working in your flow state, and how LionGard is making strides in the cybersecurity industry. Michelle shares insights into the tran…
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Dissecting Health Spending Accounts (HSAs) with Justin Manning
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Today I'm excited to host Justin Manning, a licensed life & health insurance broker from BC, to talk about a topic I've been getting many questions on lately: Health Spending Accounts, HSAs. Discussion Points: - Justin's background (4:05) - What is an HSA/PHSP (4:45) - HSA eligibility (5:42) - Who could benefit from an HSA? (9:45) - What services a…
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Rob Senatore WINS by surrounding himself with WINNERS.
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Send us a text From Sprint to CEO: Rob Senatore’s Journey with Data2Go Wireless In this episode of the WIN podcast, host Carrie Richardson interviews Rob Senatore, CEO of Data2Go Wireless. Rob shares his inspiring journey from being a sales rep at Sprint to becoming the CEO of a thriving wireless company. He discusses the pivotal moments, challenge…
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Rodrigo Acuna WINS by Helping Hispanic Millennials Build Wealth
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Send us a text Bridging the Financial Gap: Rodrigo Acuna on Empowering Latino Communities In this episode, host Carrie Richardson sits down with Rodrigo Acuna, co-founder of IM Financial, to discuss his journey from Mexico City to the United States, and his passion for empowering Latino communities through financial literacy and inclusion. Rodrigo …
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Re-examining pension plans for professionals with Jason Pereira
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Today I'm thrilled to welcome Jason Pereira, award winning financial planner to the show to re-explore pension plans for professionals. The focus is on the IPP, the individual pension plan. Discussion Points: - Individual Pension Plan (IPP) overview (2:40) - Jason's background (5:25) - key definitions - defined benefit (DB) & defined contribution (…
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Joe Alapat Tells Us How Liongard is WINNING with a New CEO
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Send us a text Hi! It's Carrie - and the beginning of this podcast starts really abruptly because Joe and I started chatting immediately and we completely forgot to do the intro. I want to remind MSPs that Liongard ROARCon is open for registration now! Ian and I have limited passes to share, so if it's before July 20 2024 and you are the owner of a…
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Scaling Successfully: WINNING M&A Strategies for MSPs
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Send us a Text Message. Christopher Vollmond-Carstens, M&A, NTIVA In this episode of WIN ("What's Important Now?"), host Carrie Richardson dives into the world of mergers and acquisitions (M&As) within the managed service provider (MSP) industry with Christopher Vollmond-Carstens, M&A Director at NTIVA. Christopher shares invaluable insights on pre…
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David Dulany Helps SaaS teams WIN by choosing the right Sales Technology Stack
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Send us a text David Dulany, Founder of Tenbound In this episode of the WIN podcast, host Carrie Richardson sits down with David Dulany, the founder of Tenbound, a premier research and advisory firm in the B2B tech space. They discuss the journey of Tenbound, the evolution of sales technology, and the intricacies of building a successful sales deve…
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Pedro Lerma WINS by building brands while breaking barriers
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Send us a text Pedro Lerma - EY Entrepreneur of the Year Nominee 2024 In this episode of "WIN: What's Important Now," host Carrie Richardson sits down with Pedro Lerma, the founder of Lerma, an innovative advertising agency based in Dallas. Pedro shares his entrepreneurial journey, from his early experiences in construction and bar ownership to cre…
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Carlson Choi WINs with a focus on partnerships instead of transactions
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Send us a text In this episode of WIN, host Carrie Richardson sits down with Carson Choi, CEO of Cork, to discuss his dynamic career path from enterprise leadership to founding Cork, a company that revolutionizes cyber insurance with a unique cyber warranty product. Carson shares his insights on the MSP space, the challenges of cyber risk managemen…
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The Building Blocks of a Happy & Successful Life - with Andrew Hallam
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I am delighted to host international best selling author, Andrew Hallam, on today's episode. We have a wide ranging discussion on the pillars of a successful life, the relationships between money & home ownership & happiness, spending money to enhance life satisfaction, evidence-based investing for success & simplicity, relationships, purpose, & le…
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Dave Marcinkowski WINS by Innovating in a Tech-Adverse Industry
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Send us a text Episode Summary In this episode of Win What's Important Now, host Carrie Richardson interviews Dave Marcinkowski, founder of Madera Residential and nominee for the EY Entrepreneur of the Year award. Dave shares his entrepreneurial journey from his early days as a bookkeeper to leading multiple successful ventures in real estate, prop…
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Shaun Vlassis WINS by Innovating Threat Detection
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Send us a text Shaun Vlassis Wins By Innovating Threat Detection In this episode of "What's Important Now?" host Carrie Richardson sits down with Shaun Vlassis, founder of Illuminate Security, to explore the creation and impact of his innovative crowdsourced threat hunting platform, Blue Hat. Shaun shares his journey from working at top financial i…
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Do you have a business idea? Practical & financial considerations for start ups with Matija Kamikovski, CFA
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Welcome back to beyond MD! Do you have an idea you want to bring to the world? If so, this episode is for you. Today I sit down with Matija Kamikovski, CEO of Precision Finance. Matija has more than a decade of experience leading finance teams at start ups. Discussion Points: Matija's background in guiding startups (4:10) Coming up with a sustainab…
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Josh Kotler wants other MSPs to WIN by Selling Before the Bubble Bursts
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Send us a text In today's episode of "What's Important Now," we had the pleasure of speaking with Josh Kotler, a seasoned investor in the managed services space and a partner at Axial Reade. Josh shared his journey from founding Western Digitech to his recent ventures, providing valuable insights into the MSP industry and the M&A process. Josh's st…
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Sanjay Jupudi bootstraps Qentelli to a 9 figure valuation - EoY Series 2024
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Send us a text Welcome to today’s episode of the WIN podcast with Carrie Richardson. Today we kick off our annual "EY EoY Interview Series" with 2024 EY Entrepreneur of the Year Nominee Sanjay Jupudi, co-founder and CEO of Qentelli. Qentelli (Kwen–Tel–LEE) is a Digital and Cloud Technology Company. Their Intellectual Property includes AI based prod…
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John Ahlberg WINs By Using a Defined M&A Process
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Send us a text John Ahlberg, the founder and CEO of Waident Technology Solutions, recently joined Carrie Richardson on the podcast WIN - What's Important Now? to discuss his company's growth through mergers and acquisitions (M&A). Celebrating its 20th anniversary, Waident has about 30 employees and over $7 million in annual recurring revenue, makin…
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Matt Quammen WINS by Protecting Small Business Owners
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Send us a text Matt Quammen is the co-founder of Optimize Cyber, a company that specializes in cybersecurity services such as penetration testing and risk assessments. With a background in technology and sales, Matt brings a wealth of experience to the table, particularly in the realm of cybersecurity. His approach to the field is not just about th…
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How Will a Higher Capital Gains Inclusion Rate Impact Canadian Professionals? with Ali Spinner, FCA, FCPA, TEP
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I'm thrilled to host Ali Spinner, one of Canada's most trusted voices in tax, on the implications of the proposed hike in the capital gains inclusion rate. Discussion Points: - Tax 101 & What happened to the capital gains inclusion rate (0:55) - Numerical example with 100K capital gains (5:51) - Has tax integration been violated? Where should we ho…
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Should you Buy Rental Properties? A Physician's Perspective after 15 years of Real Estate Investing
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I'm happy to have Dr. Kevin Mailo back on the show to discuss what he's learned from investing in real estate (RE) over the last 15 years. We talk about winners and laggards in the portfolio, property managers, challenges with direct ownership in RE, the importance of due diligence in private equity, & how critical it is to understand your "why" in…
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Nate Freedman Helps MSPs Build Websites that WIN more clients!
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Send us a text Nate Freedman Helps MSP Clients WIN more Clients Join Carrie Richardson, host of WIN as she chats with Nate Freedman, the CEO of Tech Pro Marketing. Unlock the secrets of transforming casual website browsers into committed clients with live chat. That's just a slice of what we're serving up as we sit down with the CEO of TechPro Mark…
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Corporate Shareholder Agreements with Parish Bhumgara
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In this episode I sit down with Parish Bhumgara from Gardiner Roberts LLP to discuss corporate shareholder agreements (CSA). Discussion points: - Parish's background (2:05) - Corporate shareholder agreements/CSAs: what & when? (2:40) - CSAs: who should consider this? (3:45) - CSA structure (6:20) - CSA share types (8:05) - Key details to be outline…
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Send us a text Paul Schmidt uses Networking to WIN! When the world seemed to crumble on September 11, 2001, Paul Schmidt embarked on a venture that would prove his resilience in the face of adversity. Tune in to hear how Paul's Uno Deuce Multimedia carved a niche in Lansing's entrepreneurial landscape, transforming crisis into opportunity with adap…
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Jim Doyle WINS by Selling With A Servant Heart
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Send us a text When the quest for success in sales becomes more than just numbers and contracts, it transforms into an art form. That's the philosophy Jim Doyle, author of "Selling with a Servant Heart" and founder of JDA Media, brings to the table in our latest episode. From the early days of selling candy as a young Boy Scout to his rise as a med…
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Jim Smith WINS By Keeping Clients Secure
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Send us a text Jim Smith from Proper Sky IT WINS by Keeping Clients Secure In this episode of WIN, host Carrie Richardson sits down with Jim Smith, the founder and CEO of Proper Sky, a managed service provider based in Philadelphia. Episode Highlights Jim's Early Entrepreneurial Ventures: Studying entrepreneurial studies at Drexel University and st…
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Scott Daigger helps Entrepreneurs WIN their battles with Online Marketing.
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Send us a text Scott Daigger, the strategic brain behind Buddy Web Design and Development, joins me, Carrie Richardson, on WIN for an inspiring recount of his journey into entrepreneurship. Scott peels back the layers of his career transformation, revealing how a blend of coding curiosity and a robust business acumen propelled him from the healthca…
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My Investing Journey: The Good, The Bad, & The Ugly
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Today I discuss some of my investments. There have been wins along with some subpar performances. I've also caught myself occasionally falling into common investing traps. Today I address it all and what I've learned from my experiences. Discussion points: - #1: focusing too much on price (4:46) - #2: the importance of understanding what you are in…
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Michael Nelson WINS by Scaling Remote Teams
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Send us a text Michael Nelson WINs by Scaling Remote Teams Embark on a captivating journey with Michael Nelson, a former middle school teacher turned tech entrepreneur, as he recounts the pivotal moments of founding Scaled. From humble beginnings teaching in inner-city schools, to creating websites to facing the tumultuous dot-com bubble, Michael's…
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Tax Matters: How will Alternative Minimum Tax (AMT) Changes Affect High Income Canadians in 2024? - with Kim GC Moody
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Today I welcome Kim GC Moody, one of our country's top tax experts, to discuss AMT (Alternative Minimum Tax) changes for 2024 & beyond and the potential implications for high income earners in Canada. The podcast has 3 segments: 1) AMT history & mechanics 2) AMT changes 3) AMT Scenarios Discussion Points: AMT basics (0:47) Table of contents (2:07) …
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David De Camillis WINS with Strategic Mergers and Marketing Innovation in Managed Services
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Send us a text Mergers & Marketing With David DeCamillis Embark on an expedition through the intricate landscape of merging managed service providers, as Carrie Richardson teams up with the savvy David De Camillis to talk marketing and mergers. Uncover the secrets to navigating blending disparate business cultures, processes, and technologies, all …
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Ryan Grimes Keeps WINNING - A One Year Check In
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Send us a text Join the conversation with the ever-insightful Ryan Grimes, founder of My IT Indy, as we revist his IT business one year after our last podcast with him! With a narrative that's bound to resonate with entrepreneurs and tech aficionados alike, Ryan shares the tactical sales and marketing maneuvers that accelerated My IT Indy from its …
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Dustin Bolander WINs By Simplifying Cybersecurity Insurance for SMBs
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Send us a text Join me as I sit down with Dustin Bolander, a visionary entrepreneur who has carved a path from leading a Managed Service Provider to pioneering a cybersecurity insurance firm. In a gripping recount of his professional voyage, Dustin outines his transition from IT to the intricacies of the insurance world. Our dialogue journeys throu…
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Key Learnings from 15 years of DIY Investing in the Markets with Dr. Dimitre Ranev
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I'm thrilled to host Dimitre Ranev, MD. Dimitre is a savvy mind when it comes to DIY investing. I've benefitted from his wisdom over the years & I'm excited to pick his brain on his investing approach today. This episode features Arya EHR - https://www.aryaehr.com/ **I endorse only products/services I personally use or would use. I can get commissi…
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WIN with Debbie Kestin by Unlocking the Vault of Vendor Marketing Funds
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Send us a text Join me: Carrie Richardson, partner at Richardson & Richardson Consulting, on today's episode of WIN, where we talk about something everyone likes: free money! Unlock the mysteries of Market Development Funds and Joint Marketing Funds with the expertise of Debbie Kestin, the marketing guru from Kestin Impact Consulting. You're in for…
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Ian Richardson Fox & Crow Perspective Before Planning In Marketing
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Send us a text Have you ever wondered why some marketing plans lead to a cascade of new clients while others fizzle out? Join me, Carrie Richardson, and my expert co-host, Ian Richardson, as we pull back the curtain on constructing a marketing strategy that hits the mark every time. We take you through the trenches of our own marketing journey with…
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Bart Justice WINS by Mastering Decision-Making with the Judgment Index and Aligning Core Values
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Send us a text Discover the keys to unlocking stellar decision-making in the corporate world with me, Carrie Richardson, as I sit down with Bart Justice, an innovator at the helm of Arise Forums. Prepare to have your mind broadened as we traverse the landscape of the Judgment Index, an assessment tool that transcends your typical personality quizze…
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How to Soar to a Rich & Successful Life with Dr. Ketan Kulkarni
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I'm thrilled to welcome back our colleague, Dr. Ketan Kulkarni, who is a pediatrician, coach, author, & entrepreneur. This is a fun and wide ranging interview. We discuss Ketan’s new book, Soar: A Soul's Quest (link below), what a rich & successful life means to us, how to stick to our core values, time management, financial needle movers, bringing…
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Michael Cervino WINS by Navigating the Seas of Pandemic and AI in Managed Services
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Send us a text Join Carrie Richardson, Partner at Richardson & Richardson Consulting and Founder of Croocial as she asks entrepreneurs an important question, "What's Important Now?" Starting with his founders journey, and ending with his latest WIN, this week's guest is Michael Cervino from Circle Square Consulting in Pennsylvania. Michael has buil…
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Enjoying a Diverse Career & Multiple Streams of Income with Dr. Stephanie Zhou (Part 2)
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Thanks for tuning in to part 2 of multiple streams of income with Dr. Stephanie Zhou. One thing I hope people can take away from these interviews is that it's possible for many of us build a diverse and rewarding career....the multiple streams of income is the cherry on top. Discussion Points: Getting paid to offer advice in your area of expertise …
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Enjoying a Diverse Career & Multiple Streams of Income with Dr. Stephanie Zhou (Part 1)
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Join Dr. Stephanie Zhou in today's episode as she dives into her diverse career and the streams of income that come with it. Dr. Steph specializes in addictions medicine at Sunnybrook Hospital, leads the Financial Literacy Curriculum at the University of Toronto, started the annual Physician Financial Wellness Conference, and was recognized among C…
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Permanent Life Insurance Part 4 Addendum: Options for Navigating Policies without Fully Exiting
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Hello all! We decided to add a few details to Part 4 on Permanent Life Insurance with Jeff Bernstein (CLU, MFA-P). While some may elect to cancel policies, there are also options for navigating policies without fully exiting, which are covered here in a quick summary: 1. APL (Automatic Premium Loan) 2. RPU (Reduced Paid-Up Option) 3. Premium Offset…
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The Truth about Permanent Life Insurance (Part 4) - Who should consider permanent life insurance?....And more
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30:10
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30:10
Thank you for joining me on the final segment of permanent life insurance with Jeff Bernstein, CLU, MFA-P, owner & managing partner of Seligman Insurance. Discussion Points: - The White Coat Investor & permanent life insurance (1:26) - Who can benefit from permanent life insurance? (3:44) - Commissions on permanent life insurance (8:14) - How do co…
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The Truth about Permanent Life Insurance (Part 3) - How can a Permanent Life insurance policy be used?
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38:11
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38:11
Welcome to Part 3 of Permanent Life Insurance with Jeff Bernstein, CLU, MFA-P, owner & managing partner of Seligman Insurance. Discussion Points: Summary of the death benefit (0:58) Permanent life policies for the kids? (2:58) Corporate Insurance Retirement Plan (6:10) Infinite banking/being your own banker (beware) (18:50) Immediate Financing Arra…
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Introducing Sound Detectives from LeVar Burton
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6:52
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6:52
LeVar Burton presents SOUND DETECTIVES – a funny, engaging, and thought-provoking podcast that invites elementary school-aged kids to explore the magic and mystery of sound. Breaking News – Across the globe, sounds are mysteriously going missing! Waves aren’t crashing, crickets aren’t chirping, and the familiar jingle of the ice cream truck is a di…
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The Truth about Permanent Life Insurance (Part 2): Demystifying Participating Whole Life Insurance - with Jeff Bernstein
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46:26
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46:26
Welcome to Part 2 of Permanent Life Insurance with Jeff Bernstein, CLU, MFA-P, owner & managing partner of Seligman Insurance. Discussion points: PAR Whole life investments (2:05) PAR fund performance, dividend scales (5:51) PAR fund actuarial assumptions (9:45) Performance headwinds/tailwinds, dividend smoothing (14:55) Open and closed policy bloc…
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