Prosperity Report

Here you'll find ideas for building wealth, safeguarding it, and translating it into true prosperity with insights from actual business owners and financial professionals. Hosted by your Chief Prosperity Officer® Mark Chandik. The information contained in the multimedia content (“Video and Audio Content”) posted represents the views and opinions of the original creators or that of the individual being interviewed. The mere appearance of Video and Audio Content on the Site does not constitute an endorsement by FDP or its affiliates. FDP does not represent any connection to any specific product concepts that might be discussed. If you wish to understand the products and services offered by FDP, you should consult the Form CRS and disclosure documents like ADV Part 2A and 2B. The Video and Audio Content has been made available for informational and educational purposes only. It is not intended to supply specific tax, legal or investment advice or to be a substitute for professional advice or guidance. Always seek the advice of a qualified registered representative, investment advisor representative, accountant, or attorney with any questions you may have regarding your specific circumstances. Investment Advisory Services offered through FDP Wealth Management, LLC, a state Registered Investment Advisor and Valmark Advisers, Inc. a SEC Registered Investment Advisor. Securities offered through Valmark Securities, Inc., Member FINRA/SIPC. FDP Wealth Management LLC is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc. Insurance License 0675533/0H92100

The Prosperity Report - A Leader in Trucking: from Founding to Exit, with Guest Dan Ugalde 09/27/2022

The Prosperity Report - A Leader in Trucking: from Founding to Exit, with Guest Dan Ugalde How to Grow & When to Exit: 40 Years of Construction Industry Wisdom with Dan Ugalde. What does it take to weather four decades of growth and regulation in the highly competitive market of supplying equipment to construction sites? To find out, Mark interviews Dan Ugalde, a long-time Board Member of the Southern California Contractors Association. Dan grew a highly successful trucking company that supplied earthmoving trucks to construction sites throughout SoCal. After a long and productive career, Dan took an interesting approach when exiting his company: he chose to liquidate rather than sell. Through that process, he made sure his key employees were well taken care of, helping many of them retire or find places within the industry. A master at forming long-term relationships, Dan is also very active in helping the industry fight harmful legislation, having also served on the SCCA Legislative Committee. Listen in as Dan shares his thoughts with host Mark Chandik on: Business And Regulatory Changes In Your Industry Over The Years The Effect Of California Compliance Regulations On Independent Truck Owners How Did You Decide On The Exit Strategy For Your Company What Length Of Time Did It Take To Wind Down Your Business Fostering Long-Term Relations Advice On Navigating The Highs And Lows Of The Industry Managing Your Cash Flow Hiring Employees For The Long Term How Important Is Family Support How Important Is Your Work With Charities Using Professional Consultants Free Exit Preparedness Assessment In just 5 minutes our 18-point evaluation helps you assess your future readiness to exit, sell or transfer your company. Find it here: About the FDP Prosperity Report Prosperity is more than a number. It's the power to shape what is possible for you, your family and your heirs. On the Prosperity Report you can learn ideas for building wealth, safeguarding it, and translating it into true prosperity with insights from actual business owners and financial professionals. GET THE BOOK For a free copy of Mark Chandik's book "10 Financial Strategies for the Smart Investor" visit /episode/index/show/98bd85a6-797e-4a15-967a-f379db798c81/id/24505485

The Prosperity Report - A Look at Exit Strategies for the Business Owner with Guest Ben Julianel 09/20/2022

The Prosperity Report - Where is Real Estate Headed? 09/12/2022

The Prosperity Report - When are Annuities a Good Choice? - with guest Zach Hurst, CFP 09/07/2022

The Prosperity Report - Benefits of an ESOP in the Construction Industry with guest Michael Hardin 08/30/2022

The Prosperity Report - Guest Warren Hennagin on Financing and Labor Issues Impacting Contractors 08/09/2022

The Prosperity Report - Guest Warren Hennagin on Financing and Labor Issues Impacting Contractors The Prosperity Report – This episode’s guest is Warren Hennagin CPA, MST, CCIFP, CGMA a Partner at Marcum LLP Hosted by your Chief Prosperity Officer® Mark Chandik. Topics Discussed 0:00 FDP The Prosperity Project Intro 2:25 Do Contractors Need A Very Detailed Financial Statement for Bonding? 3:29 Looking at Cash Flow, Cash is King? 5:11 What Should Contractors be Aware of When Working in Different Jurisdictions? 6:03 What is the Secret Sauce of a Successful Contractor? 7:57 New Ways Contractors are Finding Good Employees 9:09 What New Tax Credits Should Contractors Know? 15:10 What Are the Different Accounting Methods a Contractor Uses 19:23 Working with Union vs Non-Union Contractors Prosperity is more than a number. It's the power to shape what's possible - for you, your family, and your heirs. Here you'll find ideas for building wealth, safeguarding it, and translating it into true prosperity with insights from actual business owners and financial professionals. DISCLAIMER The information contained in the multimedia content (“Video and Audio Content”) posted represents the views and opinions of the original creators or that of the individual being interviewed. The mere appearance of Video and Audio Content on the Site does not constitute an endorsement by FDP or its affiliates. FDP does not represent any connection to any specific product concepts that might be discussed. If you wish to understand the products and services offered by FDP, you should consult the Form CRS and disclosure documents like ADV Part 2A and 2B. The Video and Audio Content has been made available for informational and educational purposes only. It is not intended to supply specific tax, legal or investment advice or to be a substitute for professional advice or guidance. Always seek the advice of a qualified registered representative, investment advisor representative, accountant, or attorney with any questions you may have regarding your specific circumstances. Investment Advisory Services offered through FDP Wealth Management, LLC, a state Registered Investment Advisor and Valmark Advisers, Inc. a SEC Registered Investment Advisor. Securities offered through Valmark Securities, Inc., Member FINRA/SIPC. FDP Wealth Management LLC is a separate entity from Valmark Securities, Inc. and Valmark Advisers, Inc. Insurance License 0675533/0H92100 /episode/index/show/98bd85a6-797e-4a15-967a-f379db798c81/id/24000276

The Prosperity Report hosted by Mark Chandik your Chief Prosperity Officer with special guest Guest Michael McClary Chief Investment Officer | TOPS / Valmark Advisers, Inc 08/01/2022

The Prosperity Report hosted by Mark Chandik your Chief Prosperity Officer with special guest Matt Coats president of Coats Surety Services 07/23/2022

Prosperity Report

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