The Prosperity Report - When are Annuities a Good Choice? - with guest Zach Hurst, CFP
Release Date: 09/07/2022
The Prosperity Report - A Leader in Trucking: from Founding to Exit, with Guest Dan Ugalde
Prosperity Report
How to Grow & When to Exit: 40 Years of Construction Industry Wisdom with Dan Ugalde. What does it take to weather four decades of growth and regulation in the highly competitive market of supplying equipment to construction sites? To find out, Mark interviews Dan Ugalde, a long-time Board Member of the Southern California Contractors Association. Dan grew a highly successful trucking company that supplied earthmoving trucks to construction sites throughout SoCal. After a long and productive career, Dan took an interesting approach when exiting his company: he chose to liquidate rather than...
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The Prosperity Report - A Look at Exit Strategies for the Business Owner with Guest Ben Julianel
Prosperity Report
Exit Strategies for the Business Owner with Guest Ben Julianel Today we’re looking at exit strategies for business owners. Your business is not simply what you do with your time and talent, it’s a sizable asset. We’re going to help you think about what’s next for both your business and yourself, even if you never plan on retiring. A successful exit or transfer of a business has 4 stages: First, assemble your team of professionals to help with the process Evaluate and improve your financials Consider types of buyers - insiders, third parties, or employee ownership Structuring the...
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The Prosperity Report - Where is Real Estate Headed?
Prosperity Report
Real Estate - Does it Make you Confident or Nervous? Your own sentiment may vary depending on what type of real estate investment you hold, when you bought it, and what the market is doing. We’ll talk about both residential and commercial, what makes the Southern California market different, what’s happening with inventory, and some insights on real estate deals that most people aren’t even aware of. To help bring some sense to all this, today we have two guests: Suzi Dailey is the founder of DaileybytheSea, a Coastal boutique Luxury real estate firm with over $1B in sales. She has...
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The Prosperity Report - When are Annuities a Good Choice? - with guest Zach Hurst, CFP
Prosperity Report
When are annuities an appropriate choice? In this episode we explore annuities – a financial product you’ve likely heard of. But what are annuities exactly? What purpose do they serve, when is an annuity a good choice for including in your financial plans, and what are the downsides? Our guest Zach Hurst, CFP, CLU, will help us take a look at all the angles so you can have a knowledgeable opinion instead of a knee-jerk reaction when you hear this much-talked-about term. Zach is Director of Financial Planning for Valmark Financial Group in Akron Ohio, where he’s responsible...
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The Prosperity Report - Benefits of an ESOP in the Construction Industry with guest Michael Hardin
Prosperity Report
When is transferring ownership of your construction business to an ESOP a good option? Guest Michael Harden, CPA, CFA, Senior Managing Director of Ambrose Advisors discusses this and other factors to consider when deciding if/when to sell to an ESOP. Michael leads Ambrose’s Investment Banking division. Since 1993, he has had experience in practicing and completing accounting, mergers, acquisitions, financings, ESOP buyouts and valuations. He is a specialist in ESOP buyouts and therefore has experience in wide array of industries, including energy, technology, government...
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The Prosperity Report - Guest Warren Hennagin on Financing and Labor Issues Impacting Contractors
Prosperity Report
The Prosperity Report – This episode’s guest is Warren Hennagin CPA, MST, CCIFP, CGMA a Partner at Marcum LLP Hosted by your Chief Prosperity Officer® Mark Chandik. Topics Discussed 0:00 FDP The Prosperity Project Intro 2:25 Do Contractors Need A Very Detailed Financial Statement for Bonding? 3:29 Looking at Cash Flow, Cash is King? 5:11 What Should Contractors be Aware of When Working in Different Jurisdictions? 6:03 What is the Secret Sauce of a Successful Contractor? 7:57 New Ways Contractors are Finding Good Employees 9:09 What New Tax Credits Should Contractors Know?...
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The Prosperity Report hosted by Mark Chandik your Chief Prosperity Officer with special guest Guest Michael McClary Chief Investment Officer | TOPS / Valmark Advisers, Inc
Prosperity Report
The Prosperity Report hosted by Mark Chandik your Chief Prosperity Officer with special Guest Michael McClary Chief Investment Officer | TOPS / Valmark Advisers, Inc They discuss Diversification, Risk management, Indexing, ETFs, Avoid mistakes we see other managers make, Systematic monitoring, Rebalancing, Strategic allocation changes. Advisory services offered through Valmark Advisers, Inc. an SEC Registered Investment Advisor. All TOPS services are sold with a copy of the form ADV2A, ADV2B and fund prospectuses. These are available from your financial professional and...
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The Prosperity Report hosted by Mark Chandik your Chief Prosperity Officer with special guest Matt Coats president of Coats Surety Services
Prosperity Report
Welcome to the FDP Prosperity Report hosted by Mark Chandik your Chief Prosperity Officer with special guest Matt Coats president of Coats Surety Services. Coats Surety provides services to a variety of contractors, developers, and clients in need of surety bonding since 1992. Matt Coats discusses with Mark Chandik the quality surety markets and the long-standing relationships with their underwriters and other professionals in the field, who utilize Coats Surety as a preferred surety-bonding agent in Southern California. Prosperity is more than a number. It is the power to shape what is...
info_outlineWhen are annuities an appropriate choice?
In this episode we explore annuities – a financial product you’ve likely heard of.
But what are annuities exactly? What purpose do they serve, when is an annuity a good choice for including in your financial plans, and what are the downsides?
Our guest Zach Hurst, CFP, CLU, will help us take a look at all the angles so you can have a knowledgeable opinion instead of a knee-jerk reaction when you hear this much-talked-about term.
Zach is Director of Financial Planning for Valmark Financial Group in Akron Ohio, where he’s responsible for the design, marketing and implementation of Valmark's unique financial planning processes, including asset accumulation, retirement income distribution, and legacy planning.
Listen in as we explore:
- What is an Annuity?
- Are Annuities Right for Everyone?
- What Would You Say To an Advisor Who Doesn't 'Believe' in Annuities?
- Downsides of Buying an Annuity.
- Why Do Some People Tune-Out When They Hear Annuity?
- Who Are Good Candidates for an Annuity?
- How Can an Annuity Compliment Your Financial Plan?
About the FDP Prosperity Report
Prosperity is more than a number. It's the power to shape what is possible for you, your family and your heirs. On the Prosperity Report you can learn ideas for building wealth, safeguarding it, and translating it into true prosperity with insights from actual business owners and financial professionals.
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