Money Matters Episode 248 – Lending and Taxes for the Small Business Owner W/ Charlene Quah & WenFang Bruchett
Release Date: 11/04/2019
Money Matters Episode 262 - Digital Estate Planning w/ Jenny Xia Spradling
The Houston Midtown Chapter of The Society for Financial Awareness Presents MONEY MATTERS with Christopher Hensley
Putting together a comprehensive estate plan is an important component of supporting the people and organizations that are most important to you. Today, we spoke with Jenny Xia Spradling, the founder and Co-CEO of FreeWill whose work was recognized in the Forbes 30 under 30 in 2018.
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Money Matters Episode 261 - Shopping for Health Care w/ Deb Gordon
The Houston Midtown Chapter of The Society for Financial Awareness Presents MONEY MATTERS with Christopher Hensley
Making the right choices as a healthcare consumer can have a tremendous impact on your financial life, especially during retirement. We spoke with Deb Gordon, an MBA, seasoned healthcare executive, and the author of The Healthcare Consumer's Manifesto: How to Get the Most for Your Money.
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Money Matters Episode 260 - Youth Impact w/ Henna Hundal
The Houston Midtown Chapter of The Society for Financial Awareness Presents MONEY MATTERS with Christopher Hensley
Youth activism influences the decision-making of entrepreneurs, politicians, and philanthropists. In the midst of one of the most open presidential election races in recent memory, we spoke with Henna Hundal, a recent cell biology graduate from Harvard University, the former Chief Operator of Harvard Radio Broadcasting, and the founder of the eponymous Henna Hundal Show.
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Money Matters Episode 259 - Reforming the Texas Railroad Commission w/ Kelly Stone
The Houston Midtown Chapter of The Society for Financial Awareness Presents MONEY MATTERS with Christopher Hensley
As primary elections approach in Texas, we reached out to Democratic candidate Kelly Stone as she campaigns to join one of the state's most important and least understood regulatory bodies: The Texas Railroad Commission.
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Money Matters Episode 258 – Behavioral and Neuroeconomics w/ Martin Hurlburt
The Houston Midtown Chapter of The Society for Financial Awareness Presents MONEY MATTERS with Christopher Hensley
Emotions can be hazardous to your wealth. Financial misbehavior impacts people at every income level. What strategies can individuals employ to protect themselves from emotion-driven mistakes with money?
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Money Matters Episode 257 - Intergenerational Wealth w/ Chuck Self
The Houston Midtown Chapter of The Society for Financial Awareness Presents MONEY MATTERS with Christopher Hensley
Recent research from the University of Michigan and Strictly Financial suggests that sustained family wealth over multiple generations is the exception, not the rule. We were joined today by Charles "Chuck" Self, who believes that parents and children should work together when choosing a financial advisor.
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Money Matters Episode 256 – Cybersecurity Law w/ Andrew Rossow
The Houston Midtown Chapter of The Society for Financial Awareness Presents MONEY MATTERS with Christopher Hensley
The California Consumer Privacy Act is the front-line in data privacy and regulation in the United States. As many of its provisions come online, we were joined by cybersecurity expert Andrew Rossow.
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Money Matters Episode 255 - Money is Emotional w/ Christine Luken
The Houston Midtown Chapter of The Society for Financial Awareness Presents MONEY MATTERS with Christopher Hensley
Many books cover budgeting, debt reduction, and how to save money, but the emotional side of money can predominate despite our best efforts.
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Money Matters Episode 254 - Working Remotely w/ Teresa Douglas
The Houston Midtown Chapter of The Society for Financial Awareness Presents MONEY MATTERS with Christopher Hensley
Isolation, reduced communication, and a lack of mental cues can burden remote workers. How can remote workers successfully balance the demands of their professional lives?
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Money Matters Episode 253 - Jewelry Appraisal w/ Jessica Khurana
The Houston Midtown Chapter of The Society for Financial Awareness Presents MONEY MATTERS with Christopher Hensley
Making sense of jewelry appraisal is crucial whenever buying, selling, or insuring precious stones.
info_outlineSmall business owners are famous for taking as many deductions at tax time as the possibly can. When it comes time to get a car loan, mortgage or business loan they are disappointed to find out they are declined. How can entrepreneurs find balance preparing for a loan and making sure they are doing the right thing at tax time.
We were joined today by CPA, Charlene Quah , and WenFang Bruchett
Licensed in Texas State Board and American Institute of Certified Public Accountants, Charlene Quah, CPA, possessed more than 10 years of professional experience including accounting, business management, tax preparation, tax planning, audit, review, compilation and business consulting. She is currently the principal of XQ CPA PLLC, a firm that goes extra miles to help businesses in increasing profitability, reducing taxes and better manage cash flows. Charlene is also a frequent guest speaker for many business events for small businesses. Charlene had also completed the American Institute for Certified Tax Coaches’ inaugural training program leading to the Certified Tax Coach designation, a program that focuses on court-tested, IRS-approved strategies for minimizing Alternative Minimum Tax, maximizing deductions from real estate and passive activities, maximizing retirement savings, and similarly powerful strategies.
WenFang Bruchett is the organization's guiding force and an accomplished banking professional with 25 years of experience. She is a former executive for a global finance organization where she managed over $200 million in assets. She has used that know-how to help transform the lives of thousands of consumers and entrepreneurs from financial rock bottom to financial solvency and wealth - even helping early stage entrepreneurs secure capital.
Through their C.A.S.H.Formula (an acronym for Credit, Assets, Savings, Health), Ms. Bruchett and BlissFinance are on a mission to empower individuals and businesses to maximize their hard-earned money and live a wealthier, healthier and happier life.
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