moneymatterstvpodcast's podcast
Tami Fratis of Act Capital Advisors talks with Doug Bloom of DAB Ventures about venture capital then they interview Leo Chubinishvili, CFP of Access wealth about retirement planning.
info_outlinemoneymatterstvpodcast's podcast
Tami Fratis of Act Capital Advisors talks with Doug Bloom of DAB Ventures about items that you need to have before buying a business then they talk with Rick Neyman of Patriot Insurance Services about Captive Insurance programs and how it can save businesses money.
info_outlinemoneymatterstvpodcast's podcast
info_outlinemoneymatterstvpodcast's podcast
Doug Hepburn, CPA/PFS, CFP of Hepburn Financial Advisors talks with Robin Bond, Esq. of Transition Strategies about employment issues, then they interview Aaron Cirksena, CEO of MDRN Capital about retirement planning and with ideas to deal with it.
info_outlinemoneymatterstvpodcast's podcast
Kimon Hatza, Esq. of GrowthCounsel, LLC talks with Charlie Huntington of Life Sciences PA about Bio Tech news then they interview Ken Valuvanee, President and CEO of Facet Life Sciences discussing a better way to do scientific therapeutic development.
info_outlinemoneymatterstvpodcast's podcast
Dan White, CEO of Daniel A. White and Associates talks with Vahan Janjigian, C.I.O. of Greenwich Wealth Management about trade deficits, tariffs and recession in the investment world. Questions answered -- 1. What is a trade deficit? 2. Why does President Trump believe trade deficits are a problem and a sign that other countries have been ripping us off? 3. Will President Trump's tariffs bring jobs back to America? Will they produce enough revenue to eliminate income taxes as he claims? 4. Long-term interest rates and crude oil prices have been plunging. Isn't that a good thing? 5. Is the US...
info_outlinemoneymatterstvpodcast's podcast
Mike Dever, Founder of Brandywine Asset Management talks with Jeff Watkinson of Watkinson Capital Advisors and Eric Parnell, CFA of Great Valley Advisors Group about investing in the up and down swings of the market place. Take a good look at the Muni Bond market that is booming, the International area and Emerging markets. Great tips for an unusual time in American history.
info_outlinemoneymatterstvpodcast's podcast
Doug Hepburn, CPA/PFS, CPA of Hepburn Financial Advisors talks with Robin Bond, Esq. of Transition Strategies, LLC about employment in these times with points being: have a good relationship with your boss, and put the spot light on you. Later they both interview Barabara J. Provost, Ed. D. Founder of Purse Strings, LLC dealing with helping women in financial matters, including budget figures, know where your money is going and tax planning.
info_outlinemoneymatterstvpodcast's podcast
Mike Verrill, CEO of VPE Advisors, LLC talks with Jim Fendrick, President & CEO of Rockland Immuno Chemicals, Inc. dealing with the basic Chemical Bio business that include protein, genes and other basic Bio building blocks for Pharma. and Bio Tech Companies.
info_outlinemoneymatterstvpodcast's podcast
Mike Dever, Founder of Brandywine Asset Management talks with Patricia Godwin, Senior Vice President and Wealth Advisor at Coral Gables Trust to investigate and learn all about trusts and how they work. Mike talks about investing with emphasis on downside risk.
info_outlineDan White, CEO of Daniel A. White & Associates talks with Jeff Watkinson of Watkinson Capital Advisors about muni bonds then they interview Tami Fratis, Managing Director of Act Capital Advisors about raising funds for business growth and what advisors do you need to help build your company.