Understanding Holistic UX with Kyle Rezac-Dennis
Financial Poise Weekly Rundown
User experience, or UX, refers to the collective ways an end user interacts with a brand or a product. Most of the time, UX gets discussed in terms of design. Though that might imply for many the idea of visual design, it’s really only a fragment of the full strategic picture. We sat down with Kyle Rezac-Dennis of the Kansas City digital agency Useagility to learn a little bit more about what goes into getting UX right. About Kyle Kyle Dennis is a User Experience Design Researcher and Managing Director at , Kansas City's most user-focused digital agency. They specialize in using mixed...
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Exploring Renegade Entrepreneurship
Financial Poise Weekly Rundown
Welcome back! This week, the Financial Poise Weekly Podcast takes you to the streets of the Renegade Crafts Fair. A long-running Chicago tradition, the fair attracts creative entrepreneurs and eager patrons from throughout the region who share a passion for unique wares offered by small businesses. We talked to dozens of vendors on the scene, all of whom had valuable insights for others running a business today or hoping to tomorrow. Key Moments: The State of Street Fairs and the Renegade Craft Fairs Story (5:42) COVID and a Multi-Colored Coat of Motivation (9:33) Expanding, Branding, and All...
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Introducing the NEW Podcast from Financial Poise
Financial Poise Weekly Rundown
We're back at it! Financial Poise is proud to introduce a new format that will continue to bring you the expertise and insights you've come to expect from us. Whether you're an investor, entrepreneur, or just someone hungry to learn, we've got you covered. Subscribe, rate, and review wherever you get your podcasts. Follow us on Twitter, Facebook, and Linkedin as Financial Poise. Subscribe to our newsletter: ©2022. DailyDACTM, LLC d/b/a/ Financial PoiseTM.
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Episode 85 with Todd Ryden
Financial Poise Weekly Rundown
In Episode 85, we speak with Todd Ryden, CEO of FNEX, a growing on-line alternative investor marketplace. FNEX brings accredited investors together with curated sellers of private placement equity interests, managed futures, secondary private securities, and interests in hedge funds and private equity funds. You can learn more about Todd Ryden and FNEX . Or you can find them here: Twitter: & LinkedIn: & About Todd Ryden Mr. Ryden is an experienced entrepreneur and manager, having founded and sold...
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Episode 84 with Jason Stevens
Financial Poise Weekly Rundown
In Episode 84, Jason Stevens, investment executive and natural resource specialist for Sprott Global Resource Investments, discusses the potential benefits of investing in the equity of high-quality "Real" Asset agricultural, mining, or energy companies with host, Chris Cahill. That's right, energy companies, even today: the key to garnering inflation protection plus return for such investment is the quality of the companies. Learn more about Jason Stevens and Sprott Global . Or you can find them here: Twitter: @js_sprottglobal About Jason...
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Episode 83 with David Drake
Financial Poise Weekly Rundown
In Episode 83, David Drake takes a break from a world tour on behalf of The Soho Loft to talk with Chris Cahill about why debt crowdfunding will gain ground in the US and elsewhere over the rest of 2016, to the extent that some platforms will switch from equity offerings to debt offerings. David gets everywhere and hears from everyone, so his cosmopolitan insights are substantiated. Come join David Drake's world. Learn more about David Drake, The Soho Loft and LDJ Capital by visiting and You can also find him here: Twitter: @TheSohoLoft ...
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Episode 82 with Phil DeMuth
Financial Poise Weekly Rundown
In Episode 82, Chris Cahill speaks with Phil DeMuth, author of The Overtaxed Investor: Slash Your Tax Bill & Be a Tax Alpha Dog. The author is as engaging and enthused as his frequent co-author Ben Stein affects not to be. Listen and learn about the benefits of taking a "lifetime perspective on your taxes." You can learn more about Phil DeMuth . Or you can find him here: Twitter: About Phil DeMuth Phil DeMuth is Managing Director at Conservative Wealth Management, LLC, where he enjoys working with high net worth clients and saving...
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Episode 81 with Ethan Knight
Financial Poise Weekly Rundown
Gap Year: using a year between high school and college in particular ways in order to maximize the value of college. In Episode 81, Chris Cahill talks Gap Year with Ethan Knight, co-founder of the American Gap Association. The AGA serves as a comprehensive resource for those interested in the programmatic Gap Year's instructional, experiential, and adventuresome qualities. You can find out more about Ethan Knight and the American Gap Association . Or you can find them here: Twitter: About Ethan Knight Ethan Knight has been...
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Episode 80 with Carrie Rosenbloom
Financial Poise Weekly Rundown
In Episode 80, marriage and family therapist Carrie Rosenbloom discusses how to cultivate thoughtfulness and discernment in those relationships which constitute the why of our achievements, both professionally and financially. You can find out more about Carrie and The Family Mediation Group . Or you can find her here: Twitter: LinkedIn: ; About Carrie Rosenbloom Carrie Rosenbloom is co-founder and partner in the and co-founder and partner in CT Relational Therapy, LLC. She has a background in the law and a deep...
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Episode 79 with Daniel Rossen
Financial Poise Weekly Rundown
In Episode 79, Financial Poise Radio sits with Daniel Rossen, Senior Broker of-CRC Insurance, to speak of insurance. No, wait! Don't run! There are coverages that can help businesses grow! There are coverage choices that are meaningful at different stages of an enterprise's expansion. For a lucid, nay pellucid explanation, Mr. Rossen's your man. You can find out more about Daniel Rossen and CRC Insurance . Or you can find him here: LinkedIn: ;
info_outlineA long-term investment strategy that keeps wealth in and taxes away. Our Chris Cahill spoke with Tracy Treger, Senior Director of Corporate Strategy at Syndicated Equities about the mechanics of 1031 like-kind exchanges with respect to real estate investment, both for individuals and participants in investment syndicates.
You can learn more about Tracy Treger and Syndicated Equities here.
Or you can find them here:
Twitter:
LinkedIn: Tracy Treger; Syndicated Equities
About Tracy Treger
Tracy Treger is the Senior Director of Corporate Strategy at Syndicated Equities. Tracy helps high net worth individuals and family offices to profitably invest in real estate. She also assists investors in identifying appropriate replacement property to complete tax-deferred exchanges under Section 1031 of the Internal Revenue Code. Drawing upon her 20 years’ experience practicing law in the areas of real estate, bankruptcy and corporate restructuring, finance, and commercial law, Tracy seeks out opportunities to improve the relationship between Syndicated Equities and its investors, to cultivate new investors, and to identify new investment opportunities aligned with investors' goals. Tracy joined the Syndicated Equities team in 2013 after serving as Vice President and Assistant General Counsel for a private REIT, where she handled all legal aspects of the company’s daily operations and its joint venture relationships in the U.S. and Mexico. Prior to working with the REIT, she was a partner in two large Chicago-based law firms with national and international practices. Tracy holds a B.A. in Psychology and an M.S. in Psychological Services from the University of Pennsylvania, and a J.D. from Chicago Kent College of Law. She is also a FINRA Series 22 and 63 registered representative. Tracy Co-Chairs the National Leadership Committee of the Anti-Defamation League, among other philanthropic involvement.