Speaking with Steph
This week, Stephanie Rodin chats with her guest, Natalie Greaves. The two chat about Natalie’s journey from aspiring accountant to communications expert, the evolution of public relations in the digital and social media age, and the importance of strategic messaging for healthcare professionals and beyond. In this episode, we discuss: How PR pros work with clients, helping clients understand what’s newsworthy, craft the right messages, match them to the right audiences, and maximize media placements for ongoing benefit. What PR really is: Natalie breaks down that PR is one facet of a...
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This week, Stephanie Rodin chats with her guest, Michael Carbone. The two chat about how shifting political landscapes affect immigration cases, the complexities attorneys face in staying up-to-date with ever-changing regulations, and the heightened anxieties experienced by immigrant families In this episode, we discuss: Why legal support is particularly important in the current immigration climate The creative solutions that attorneys sometimes need to find for clients How clients react to immigration policy changes or executive orders Why staying up-to-date with legal and...
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This week, Stephanie Rodin chats with her guest, Paul Smith. The two chat about the fundamentals of robotic process automation (RPA) and intelligent automation, discussing how these tools can save businesses time and money by taking over repetitive tasks. In this episode, we discuss: How automation technologies work by mimicking human actions on computers to automate repetitive, rules-based tasks, freeing up employees for higher-level work. Businesses typically start implementing automation when they want to drive efficiency, reduce errors, or prepare for growth, often as the initial...
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Hi! I’m Stephanie Rodin, host of the Speaking with Steph podcast. In this episode, I want to speak to you about the difference between what's considered an exempt employee versus a nonexempt employee. In this episode, we discuss: The key differences between exempt and nonexempt employees, mainly based on their eligibility for overtime pay and the type of work they perform. Classification depends not just on whether employees are salaried or hourly, but also on their job duties. Review contracts to clarify whether a position is exempt or nonexempt and outline expectations...
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This week Stephanie Rodin chats with her guest, Dr. Nina Sundaram. The two chat about integrating preventive healthcare practices with daily life, the impact of early detection tests, and the importance of sustained doctor-patient relationships. In this episode, we discuss: Dr. Nina Sundaram explains the structure of her practice by dividing it into four "arms" or segments focused on different health aspects. Illumine emphasizes preventive medicine, holistic healthcare, and trust-based patient-doctor relationships. Learn what inspired Dr. Sundaram to start Illumine and how her...
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Hi! I’m Stephanie Rodin, host of the Speaking With Steph podcast. In this episode, I want to speak to you about HIPAA. As we all know, HIPAA is a way to safeguard the protected information of patients or individuals. In this episode, we discuss: How HIPAA safeguards protected information of patients by de-identifying data, which includes removing specific identifiers. HIPAA addresses the privacy of patients' information by focusing on 18 specific identifiers such as names, addresses and Social Security numbers. The 18 identifiers include details like phone numbers, email addresses,...
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This week Stephanie Rodin chats with her guest, Leonard Cohen. The two chat about the importance of financial protection, the necessity of establishing an emergency fund, and the benefits of early disability and life insurance. In this episode, we discuss: How Leonard became a financial advisor The importance of financial planning starting from the end of medical school or early residency. When clients should start planning Why Leonard believes financial education is lacking The importance of having both partners involved in financial discussions. Leonard Cohen, MBA,...
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Hi! I’m Stephanie Rodin, host of the Speaking with Steph podcast. In this episode, I want to speak to you about patient consent forms. In this episode, we discuss: Reviewing and updating patient consent forms annually with guidance from professionals like attorneys or financial advisors to ensure compliance and accuracy. What a comprehensive consent form should cover from a legal perspective. How often patients should sign and discuss updated consent forms. Why regular updates protect both the patient and the practice. What specific policies and reviews should be included in a...
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This week Stephanie Rodin chats with her guests, Preston Alexander and Sarah Covington. The three chat about Preston and Sarah’s four-step approach to helping healthcare providers establish successful and compliant practices. This method involves strategic planning, administrative setup, operations, and go-to-market strategies, crucial for avoiding common financial pitfalls like premature marketing and restrictive contracts. In this episode, we discuss: How Sarah and Preston met Their four stages for setting up a practice When they involve themselves Why their services are...
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Hi! I’m Stephanie Rodin, host of the Speaking with Steph podcast. In this episode, I want to speak to you about a new New York law that came into place on January 1, 2025, about paid prenatal leave. In this episode, we discuss: How to access information regarding this new law about paid prenatal leave What is offered, what it covers, and what employers need to do When the Law Takes Effect Why the law is important Who is eligible for the leave and the notice requirement for the employee Stephanie Rodin is the founder and principal of Rodin Legal, P.C. and has been...
info_outlineThis week Stephanie Rodin chats with her guest, Judy Heft. The two chat about how Judy fell into the financial world 28 years ago by saying yes to everything, and the financial concierge and forensic bookkeeping services that are offered by Judith Heft & Associates.
In this episode, we discuss:
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How she fell into the financial world 28 years ago by saying yes to everything
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The wide range of people and businesses that Judy and her team help and what they do for them
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Why it’s important to run a household in the same way you would run a business
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How spending plans are set up with clients, and how often they revisit for revision
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What differences can be found in managing the financials of married couples, seniors, and retirees
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What financial concierge and forensic bookkeeping services are offered by Judy’s company
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What knowledge can be found in Judy’s books
Judy Heft is the founder and president of Judith Heft & Associates celebrating over 28 years helping high net-worth individuals and small businesses with bookkeeping and bill pay. She is an author, financial organizer, bookkeeper, and much more. In her role as a professional and personal financial organizer, Judy combines her talents and experience in organization and financial assistance. Recognizing the unique needs of each of her clients, Judy steps in with customized organization services, including bill paying, financial record keeping, tracking of expenses and contributions, and related correspondence with banks, vendors, insurance companies and healthcare providers. Her books, “How to Be Smart, Successful and Organized, For a Better Today and Tomorrow,“ and “Mastering Your Financial Lifecycles: How to Successfully Manage Money in Every Decade of Life,” are available on Amazon.
EMAIL: [email protected]
LINKEDIN: www.linkedin.com/judyheft
WEBSITE: www.judithheft.com
FACEBOOK: www.facebook.com/judithheftassoc
INSTAGRAM: www.Instagram.com/judithheftassociates
YOUTUBE: https://www.youtube.com/@judithheftassociates4929
Purchase “How to Be Smart, Successful and Organized, For a Better Today and Tomorrow” on Amazon