Price Discovery: Money & Mindset

Wealth. Business. Personal finance. Each episode, hear thought leaders, business owners, and finance experts share their tales of successful entrepreneurship, innovative financial strategies, and the art of balancing wealth with personal fulfillment. Hosted by Jordan Rodriguez, CFP, CEPA, a seasoned expert in wealth management and business consulting. Presented by Chagrin Valley Business Strategies and Wernick Spear Wealth Managers

How to Buy a Business in a Different Industry with Kevin Joseph, Apollo American 12/17/2025

How to Run a Successful Multigenerational Family Business with Bard Manufacturing 08/14/2024

Financial Psychology with Dr. Moira Somers, Blackwood Family Enterprise Services 07/31/2024

Charitable Strategies with Dan Nigito, American Philanthropic Advisors 07/24/2024

Real Estate as a Business Asset with Blair Wood and Kevin Joseph, Weber Wood Medinger 07/17/2024

What Makes a Business Valuable? With Shina Culberson, Quist 07/10/2024

Business Owner’s Mindset with Scott Snider, Exit Planning Institute (EPI) 06/28/2024

Transferring Wealth with Scott Mashuda, REAG 06/28/2024

Being an Elite Operator with Jon Park, Westfield Bank 06/28/2024