Season 1 Highlights and Recap with Brandon Laws
Family Money Podcast
In this season one finale, Rick Thomas brings on Family Money Podcast producer, Brandon Laws, to recap season one and highlight key segments from each episode. Sponsors: &
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K-Curve Case Study with Branko Culo
Family Money Podcast
In this episode of the Family Money Podcast, Rick Thomas chats with Branco Culo, of Express Professional Employers and Specialized Recruiting Group franchises in Edmonton, Alberta. You'll hear how Branco's business adapted to the pandemic and how they're planning for the future.
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Taylor Gentry on What Drives the Most Value in Business Transactions
Family Money Podcast
In this episode, you'll hear from Taylor Gentry of Endeavor Capital, a private equity firm in Portland, Oregon. Taylor shares valuation drivers that lead to successful exits in the SMB space. And for those contemplating exits from their business, or perhaps going through it currently, this is an informative discussion on what buyers are truly looking for and what drives value, and how the business operates within its market.
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K-Curve Case Study: Founder of Lark and Fir Realty Chylese Austin on Growing During the Pandemic
Family Money Podcast
Where some businesses struggled during the pandemic, Chylese Austin and Lark and Fir Realty grew from one broker to 12 during the pandemic. How did she and her team do it? Hear how in this exclusive K-Curve Case Study with Chylese Austin.
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K-Curve Case Study: Gary Mortensen of Stoller Wine Group on overcoming obstacles during the pandemic
Family Money Podcast
Very few leaders will experience the amount of adversity and business obstacles as Gary Mortensen, President of Stoller Wine Group, experienced in 2020/2021 during the pandemic.
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K-Curve Case Study: Aaron Crowley on Navigating the Pandemic
Family Money Podcast
Like many businesses early in the pandemic, Aaron Crowley's granite and quartz business was hammered. But they navigated it and came out on top by adapting and changing with the market landscape.
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401(k) 411
Family Money Podcast
How do business owners sort through all the decisions of players involved in implementing a workplace retirement plan for their organization? Here to demystify the employer-sponsored retirement plan is Eric Burnside, VP and director of business development of independent retirement, a third-party administrator, and Bonie Treichel co-founder and chief operations officer of Zoona, a national finance and benefit consulting firm.
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Your Relationship With Money
Family Money Podcast
Why is our relationship with money so mysterious? In the inaugural episode of the Family Money Podcast, I'm joined by my younger sister, Yolanda Christenson, for a discussion about money and our relationship with it.
info_outlineIn this season one finale, Rick Thomas brings on Family Money Podcast producer, Brandon Laws, to recap season one and highlight key segments from each episode.
Sponsors: First Generation Advisors & First Generation Financial