Financial Poise Radio
In a world of information overload, In a world dominated by biased, pay to play advertorials, In a world riddled with fraudsters, fakes, and phonies… One voice stands out to provide reliable information to investors, business owners, and busy professionals. Unbiased and beholden to no one, this is Financial Poise Radio, the spoken word sister of Financial Poise.com, the Internet's most trustworthy resource about finance, investing, business, and the law.
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Episode 94 with ALex Sokolin
05/26/2017
Episode 94 with ALex Sokolin
Is it a Chain that Rules or a Chain-Chain-Chain of Fools? We speak of Blockchain. In Episode 95, Lex Sokolin, Global Director of Fintech Strategy for Autonomous Research, and Chris Cahill of Financial Poise Radio discuss what blockchain is, what problems it may address (re settlement of transactions, smart contracts, and even land records reform) and the threat to it of hackery. You can learn more about Alexey Sokolin and Vanare . Or you can find them here: Twitter: & About Alexey Sokolin leading research firm for the financial sector. His mission is to help the industry serve clients better by understanding innovations like wearable technology, machine learning, bitcoin, ethereum and the blockchain, and crowd-sourced asset management. Lex has been referred to by WealthManagement.com as the "", and was selected for the InvestmentNews "" and ThinkAdvisor's "" lists of influencers in the investent industry. Previously, Lex was the Chief Operating Officer of digital wealth management platform , and CEO and Founder of pioneering roboadvisor (acquired by Vanare). Additionally, Lex was an investment banker at Deutsche Bank, and a member of the strategy team at Barclays Wealth (formerly Lehman Brothers Investment Management). He is active in the early-stage community, and advises startups on growth and market strategy. Lex received a B.A. in Economics and Law from Amherst College, an M.B.A from Columbia Business School and a J.D. from Columbia Law School, where he was a Harlan Fiske Stone Scholar. He also holds a Certificate in International Relations from the Five College Consortium, and a Certificate in Digital Production and New Media Studies from Middlebury College.
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Episode 95 with Jorge Newbery
05/08/2017
Episode 95 with Jorge Newbery
How do you give home owners in financial distress a way to relieve their mortgage woes? Jorge Newbery, Founder and CEO of American Homeowner Preservation, has some great options. In Episode 95 of Financial Poise Radio, he discusses many under-utilized methods that benefit both borrower and lender with host, Chris Cahill. You can learn more about Jorge Newbery and American Homeowner Preservation . Or you can find him here: Twitter: @JorgePNewbery About Jorge Newbery Jorge P. Newbery is on a mission to help Americans crushed by unaffordable debts. Jorge P. Newbery is Founder and CEO of American Homeowner Preservation LLC, which crowdfunds the purchase of nonperforming mortgages from banks at big discounts, then shares the discounts with struggling homeowners. A 2004 natural disaster triggered the financial collapse of Newbery's former business, leaving him with $26 million in debts he could not pay. Newbery rebuilt himself through AHP, sharing what he learned from his challenges to help families at risk of foreclosure stay in their homes.
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Episode 93 with Avi Levine
04/07/2017
Episode 93 with Avi Levine
In episode 93 of Financial Poise Radio, our Chris Cahill and Avi Levine, of Star Funding, Inc., discuss out-of-the-box ways to finance production of goods when the customer needs them. You can find out more about Star Funding and Avi Levine . Or you can find them here: Linkedin: ; About Avi Levine Avi specializes in finance operations and business development for manufacturers, distributors, and other wholesale organizations. Coming from roles within top brands and lifestyle companies Avi understands the dynamic wholesale trade industry inside and out. When he is not funding businesses for growth you will find him enjoying the outdoors with his wife and two beautiful daughters. Avi is currently working with STAR Funding, a leader in Purchase Order Funding to help expand their portfolio of domestic manufacturers and distributors. Entrepreneurs look to Avi to provide creative funding solutions for working capital and growth funding. Avi can be reached at .
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Episode 92 with Adam Hirsch
12/30/2016
Episode 92 with Adam Hirsch
Frauds! Fakes! Ponzis! In Episode 92, Chris Cahill and Adam Hirsch, of Robinson, Curley & Clayton speak of these fascinating things, along with RICO! Restitution! and Receivers! Adam draws upon his experience litigating business fraud cases to illustrate recoveries and defenses. See also Adam's column -- (Alleged) Frauds, Fakes and Ponzis -- on . You can learn more about Adam Hirsch and Robinson Curley & Clayton P.C., click . Or you can find them here: Twitter: LinkedIn: ; About Adam Hirsch Adam Hirsch has practiced law in Chicago for more than 15 years, with a regular focus on commercial litigation. After graduating from Harvard Law School in 2001, he began his legal career at Jenner & Block, LLP. For the last 11 years, he has practiced at Robinson, Curley & Clayton, P.C., a Chicago litigation boutique that has practices in commercial, receivership and employment litigation, and employment counseling. Hirsch represents a wide variety of clients, ranging from individuals to small business owners to large corporations. He has a particular focus on business and investment disputes, in particular claims brought by investors relating to unregulated securities, limited partnerships and private equity investments. Hirsch also shares his thoughts on current events and legal issues in the world of commercial fraud in his column called “(Alleged) Frauds, Fakes and Ponzis,” on FinancialPoise.com
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Episode 91 with Jeff Pomerantz
11/18/2016
Episode 91 with Jeff Pomerantz
In Episode 91, Chris Cahill and Jeff Pomerantz, President of the American Bankruptcy Institute and member of Pachulski Stang Ziehl & Jones LLP, discuss why retail is under stress, how Chapter 11 bankruptcy theoretically promotes operational and financial reorganization, and how developments in financing, capital structures, and supplier strategies continue to shape retailers' fortunes in bankruptcy. You can learn more about Jeff Pomerantz, PSZJ Law and the American Bankruptcy Institute , and . Or you can find them here: Twitter: ; LinkedIn: , , About Jeff Pomerantz Mr. Pomerantz is a member of Pachulski Stang Ziehl & Jones LLP's management committee, a co-chair of the firm's creditors' committee practice, and is resident in the firm's Los Angeles office. Mr. Pomerantz is also the president of the American Bankruptcy Institute, the largest restructuring organization in the United States. His practice includes representing companies, creditors' committees, and private equity funds in complex financial restructurings and merger-and-acquisition transactions both in and out of court. Mr. Pomerantz has particular expertise in restructurings in the energy, manufacturing, restaurant and retail sectors. He also frequently represents private equity funds in asset- acquisition transactions. Mr. Pomerantz is a graduate of New York University (1986 Phi Beta Kappa), where he also received his J.D. (1989, Order of the Coif). He holds an AV Preeminent Peer Rating, Martindale-Hubbell's highest recognition for ethical standards and legal ability; has been named a "Super Lawyer" in the field of Bankruptcy & Creditor/Debtor Rights every year since 2009 in a peer survey conducted by Law & Politics and the publishers of Los Angeles magazine, an honor bestowed on only 5% of Southern California attorneys; and was selected by "Best Lawyers in America." Mr. Pomerantz has also been recognized as an outstanding lawyer by the preeminent publication Chambers USA every year since 2007.
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Episode 90 with Jeff Kelley
10/28/2016
Episode 90 with Jeff Kelley
The Bells of Retirement toll for thee, heh, heh. So plan. With whose help? The Department of Labor weighed in on that question with its "fiduciary rule," which has sent brokers and advisors scurrying to comply -- and which has consequences for investors. In this show, Jeff Kelley of Equity Institutional (an asset custodian) and John Drachman of Alpha Segment (a Series 7 Registered Representative) offer their perspectives. You can learn more about Equity Institutional and Alpha Segment and . Or you can find them here: LinkedIn- & Twitter: About Jeff Kelley Jeff Kelley has over 20 years of experience in financial services operations management, and was named Chief Operating Officer of Sterling Trust in January 2008. He began his career with Sterling Trust in June of 1999 as Vice President of Qualified Plans and Institutional Group. Prior to joining Sterling Trust, Jeff was employed by Academy Capital Management as a Registered Investment Advisor, where he served as the Manager of the Operations and Trading Departments since 1991. He is an Accredited Retirement Plan Consultant (ARPC) through the Society of Professional Administrators and Recordkeepers. Jeff earned a BBA in Finance/Management from Baylor University. About John Drachman John C. Drachman serves as team leader, senior writer, and principal of AlphaSegment, a creative group of marketing communications freelancers dedicated to meeting the marketing needs of RIAs, asset managers and financial services providers. An IABC Gold Quill-winner for writing and publications, John has developed marketing communications initiatives for dozens of clients over three decades. He has also served in executive positions at Putnam and Pioneer Investments. John applies his editorial skill and marketing knowledge toward crafting marketing strategies designed to help clients attract, grow and retain assets under management. Applying sound journalistic principles to the story telling process, John has the ability to turn complex themes into compelling and actionable messages. John is a frequent contributor to industry publications on topics related to financial technology trends, crowdfunding and alternative investments. Most recently, he drafted articles for RIABiz and PrivateWealth. A Series 7 General Securities Agent, he is affiliated with Innovations Partners, LLC, headquartered in Charlotte, N.C.
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Episode 89 with Albert Periu
10/14/2016
Episode 89 with Albert Periu
Fintech! Episode 89 brings us Albert Periu, co-head of Capital Markets at Funding Circle, which provides secured loans to small businesses that Banks do not typically serve, while offering speed and transparency fostered by digital technology. The show looks at the borrower and the investor (in effect, the lender) perspective. You can find out more about Albert Periu and Funding Circle . Or you can find them here: Twitter: LinkedIn: ; About Albert Periu Albert leads the Capital Markets team and is responsible for platform funding and the overall structuring, execution and distribution of Funding Circle’s offerings to institutional and accredited investors. He also serves as President of Funding Circle Securities, the affiliated broker-dealer of Funding Circle USA. Albert was most recently a Director at Telsey Advisory Group. Previously, he spent six years as a Vice President at FBR Capital Markets working with hedge funds, family offices and asset managers on private and public transactions. Prior to that, Albert was an associate at Merrill Lynch Capital. He started his career in investment banking at Deutsche Bank in the Global Media Group. Albert received a BSBA in Finance and International Business from Georgetown University.
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Episode 88 with David Jarczyk
09/23/2016
Episode 88 with David Jarczyk
In Episode 88, we ask David Jarczyk, founder and CEO of KtMINE about secrets, specifically the intellectual property capabilities and strategies of business entities. Anyone sloshing through tech start-up fever swamps should harken. Jarczyk explains how he selects and analyzes IP data to get beyond company filings and management pronouncements, to say nothing of journalistic hype. You can learn more about David Jarczyk and ktMINE . Or you can find them here: Twitter: LinkedIn: & About David Jarczyk If Jarczyk’s bio tells you anything, it’s that he loves to uncover secrets. From his love of exploring caves, tunnels, and dark alleys, to his need to uncover company strategies, Jarczyk has always been motivated by finding something new. Jarczyk set out on a journey to identify companies’ innovation strategy. That undertaking turned him into an evangelist for corporate data transparency, getting him named one of the world’s leading intellectual asset strategists. Jarczyk recognized that intellectual assets represent up to 80% of corporate value, but that it was impossible to figure out a company's innovation strategy by reading its filings or listening to management. So he started a company to find scattered data which, once organized and connected, leads to the prediction of companies’ strategies. Taking it further, Jarczyk challenged conventional pricing models by offering data on a pay-as-you-go basis, making data accessible to small and large businesses alike. Today, David’s company collaborates with major players such as Thomson Reuters and Bloomberg, and has prominent customers in consulting, law, financial services and government. Jarczyk took ktMINE from a startup with no customers to over 5,000 global users. David has been invited to contribute to organizations such as the UN’s WIPO, OECD, European Union and global Ministries of Finance. Outside of his work, Jarczyk promotes innovation by mentoring the next generation of entrepreneurs. David is not only involved with the LES Foundation business plan competition, but leads seminars at universities including Texas A&M, Boston University and Northwestern University.
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Episode 87 with Larry Swedroe
09/09/2016
Episode 87 with Larry Swedroe
In Episode 87, Chris Cahill and Larry Swedroe, Director of Research Buckingham Asset Management and BAM Advisor Services discuss Larry’s upcoming book, “Your Complete Guide to Factor-Based Investing: The Way Smart Money Invests Today” (co-authored with Andrew Berkin). Larry has the gift of assimilating academic research and conveying its practical essence in a conversational, plain English manner. The first part of this interview aired previously and can be found . You can find out more about Larry Swedroe and Buckingham . Or you can find him here: Twitter: You can find Larry's previous interviews with Financial Poise & . About Larry Swedroe Since joining the firm in 1996, Buckingham’s Director of Research Larry Swedroe has spent his time, talent and energy educating investors on the benefits of evidence-based investing with enthusiasm few can match. Larry was among the first authors to publish a book that explained the science of investing in layman’s terms, “The Only Guide to a Winning Investment Strategy You’ll Ever Need.” He has since authored seven more books: “What Wall Street Doesn’t Want You to Know” (2001), “Rational Investing in Irrational Times” (2002), “The Successful Investor Today” (2003), “Wise Investing Made Simple” (2007), “Wise Investing Made Simpler” (2010), “The Quest for Alpha” (2011) and “Think, Act, and Invest Like Warren Buffett” (2012). He has also co-authored six books about investing. His latest work, “The Incredible Shrinking Alpha: And What You Can Do to Escape Its Clutches,” was co-authored with Andrew Berkin and published in January of 2015. In his role as director of research and as a member of the firm’s Investment Policy Committee and Board of Managers, Larry regularly reviews the findings published in dozens of peer-reviewed financial journals, evaluates the outcomes and uses the result to inform the firm’s formal investment strategy recommendations. Larry’s dedication to helping others has made him a sought-after national speaker. He has made appearances on national television shows airing on NBC, CNBC, CNN and Bloomberg Personal Finance. Larry is a prolific writer, contributing weekly to multiple outlets including MutualFunds.com and ETF.com. Before joining Buckingham, Larry was vice chairman of Prudential Home Mortgage. He has held positions at Citicorp as senior vice president and regional treasurer, responsible for treasury, foreign exchange and investment banking activities, including risk management strategies. Larry holds an MBA in finance and investment from New York University, and a bachelor’s degree in finance from Baruch College in New York.
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Episode 86 with Larry Swedroe
08/19/2016
Episode 86 with Larry Swedroe
In Episode 86, Chris Cahill and Larry Swedroe, Director of Research at Buckingham Asset Management and BAM Advisor Services, discuss Larry’s upcoming book, “Your Complete Guide to Factor-Based Investing: The Way Smart Money Invests Today” (co-authored with Andrew Berkin). Larry has the gift of assimilating academic research and conveying its practical essence in a conversational, plain English manner. The second part of this interview will air at a later date. You can find out more about Larry Swedroe and Buckingham . Or you can find him here: Twitter: LinkedIn: You can find Larry's previous interviews with Financial Poise & . About Larry Swedroe Since joining the firm in 1996, Buckingham’s Director of Research Larry Swedroe has spent his time, talent and energy educating investors on the benefits of evidence-based investing with enthusiasm few can match. Larry was among the first authors to publish a book that explained the science of investing in layman’s terms, “The Only Guide to a Winning Investment Strategy You’ll Ever Need.” He has since authored seven more books: “What Wall Street Doesn’t Want You to Know” (2001), “Rational Investing in Irrational Times” (2002), “The Successful Investor Today” (2003), “Wise Investing Made Simple” (2007), “Wise Investing Made Simpler” (2010), “The Quest for Alpha” (2011) and “Think, Act, and Invest Like Warren Buffett” (2012). He has also co-authored six books about investing. His latest work, “The Incredible Shrinking Alpha: And What You Can Do to Escape Its Clutches,” was co-authored with Andrew Berkin and published in January of 2015. In his role as director of research and as a member of the firm’s Investment Policy Committee and Board of Managers, Larry regularly reviews the findings published in dozens of peer-reviewed financial journals, evaluates the outcomes and uses the result to inform the firm’s formal investment strategy recommendations. Larry’s dedication to helping others has made him a sought-after national speaker. He has made appearances on national television shows airing on NBC, CNBC, CNN and Bloomberg Personal Finance. Larry is a prolific writer, contributing weekly to multiple outlets including MutualFunds.com and ETF.com. Before joining Buckingham, Larry was vice chairman of Prudential Home Mortgage. He has held positions at Citicorp as senior vice president and regional treasurer, responsible for treasury, foreign exchange and investment banking activities, including risk management strategies. Larry holds an MBA in finance and investment from New York University, and a bachelor’s degree in finance from Baruch College in New York.
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Episode 85 with Todd Ryden
08/05/2016
Episode 85 with Todd Ryden
In Episode 85, we speak with Todd Ryden, CEO of FNEX, a growing on-line alternative investor marketplace. FNEX brings accredited investors together with curated sellers of private placement equity interests, managed futures, secondary private securities, and interests in hedge funds and private equity funds. You can learn more about Todd Ryden and FNEX . Or you can find them here: Twitter: & LinkedIn: & About Todd Ryden Mr. Ryden is an experienced entrepreneur and manager, having founded and sold several enterprises. After practicing law, Mr. Ryden co-founded StarCom Broadband, a cable and high-speed data provider. StarCom was sold in 2001 to Comcast®. Mr. Ryden co-founded Cole Marketing, a bottled water brand-marketing group, acquired in 2006 by a New York based venture capital group. Mr. Ryden co-founded Caldera Development, a real estate development company that has participated in the development of over 430,000sf of retail and office space. Mr. Ryden was a co-founder of ViaStar Energy, Inc. which provided utility management services nationwide. ViaStar’s Automated Meter Reading technology was acquired by Motorola® in 2007 and its utility services division was acquired in 2008 by NWP Services Corp. ®. Mr. Ryden is the Managing Director of The Applied Group, a private equity firm. Prior to entering the business world, Mr. Ryden's legal career included litigating at the Indiana Supreme Court, and representing the State of Indiana in the tobacco litigation. Mr. Ryden obtained his Juris Doctorate from Indiana University School of Law in Indianapolis, has a certificate in International Contract Law from Tulane University, Paris, France, and obtained his B.A. from Purdue University. He has been a member of the American and Indiana Bar Associations, serves as President of the Board of Directors of Big Brothers and Big Sisters of Central Indiana, is a Board Member of Christel House’s Drop Out Recovery School and has been a guest lecturer at Purdue University, Ball State University and the University of Indianapolis.
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Episode 84 with Jason Stevens
07/22/2016
Episode 84 with Jason Stevens
In Episode 84, Jason Stevens, investment executive and natural resource specialist for Sprott Global Resource Investments, discusses the potential benefits of investing in the equity of high-quality "Real" Asset agricultural, mining, or energy companies with host, Chris Cahill. That's right, energy companies, even today: the key to garnering inflation protection plus return for such investment is the quality of the companies. Learn more about Jason Stevens and Sprott Global . Or you can find them here: Twitter: @js_sprottglobal About Jason Stevens Jason Stevens is a natural resource specialist and Investment Executive for Sprott Global Resource Investments. He is dedicated to helping accredited investors create personalized investment portfolios focused on natural resources. Jason has spent the last 12 years working closely with mining and petroleum engineers, influential industry executives, and economic geologists. A dedicated self-starter, Jason started his career with Sprott on the equity trading desk where he honed his understanding of domestic and foreign equity, commodity and currency markets. Jason has been a featured contributor to industry sites such as Resource Investing News, Financial Survival Network, and The Contrarian Investor Podcast. Jason is a supporter and promoter of the Austrian School of Economics and spends his free time instructing Krav Maga, the official self-defense system of Israel Defense Force. Sprott Global Resource Investments is a boutique investment firm specializing in natural resource investments including precious metals, base metals, oil & gas, agriculture, water, and alternative energy. Sprott Global’s clients include small and large individual and institutional investors who want a portion of their portfolio invested in natural resource sectors, especially in junior exploration companies.
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Episode 83 with David Drake
07/15/2016
Episode 83 with David Drake
In Episode 83, David Drake takes a break from a world tour on behalf of The Soho Loft to talk with Chris Cahill about why debt crowdfunding will gain ground in the US and elsewhere over the rest of 2016, to the extent that some platforms will switch from equity offerings to debt offerings. David gets everywhere and hears from everyone, so his cosmopolitan insights are substantiated. Come join David Drake's world. Learn more about David Drake, The Soho Loft and LDJ Capital by visiting and You can also find him here: Twitter: @TheSohoLoft About David Drake David Drake is a leading equity expert based in New York. He is the founder and chairman of LDJ Capital, a private equity advisory firm, and of The Soho Loft, an event-driven global financial media company. Mr. Drake is a strong advocate of innovative investing in early-stage equity and the US JOBS Act, for which he lobbied both Congress and the EU Commission. Because of his leading work in this space, he was a US Commerce Department delegate to the EU Commission in Brussels and Rome, and was invited in May 2013 to the White House Champions of Change ceremony in Washington, D.C. His investment, The Soho Loft, produces and sponsors 150+ global events a year. One such event was produced in April 2013 for the institutional media leader Thomson Reuters, with speakers from Nasdaq, NYSE, KKR and Carlyle Group. He continues to advance innovative investing through his work as an international speaker and regular writer for major publications like Forbes and Thomson Reuters. He has co-authored the book Planet Entrepreneur: The World Entrepreneurship Forum’s Guide to Business Success Around the World and is the author of Crowd Fund Economics.His focus today is to take on board advisory positions at companies, angel networks and venture funds, and to guide them on such topics as international regulations, corporate strategy and fund structures, with emphasis on the growing trend of online investment automation for retail and angel investors.Privately, Mr. Drake has hosted the Harvard Business Club of NY at his home, produced Carnegie Hall concerts and raised funds for the charities Trail Blazers and Best Buddies Carnegie Hall for many years. Today he is a board director of the UBS Charity of the Year, London-based ARCHIVE Global, and is co-chair of the Tree Kangaroo Foundation in New York.Born in Sweden and fluent in six languages, Mr. Drake has an MBA in Finance and an MA in International Law and Economics from George Washington University, where he was awarded the Wallenberg Scholarship for academic merit.
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Episode 82 with Phil DeMuth
07/01/2016
Episode 82 with Phil DeMuth
In Episode 82, Chris Cahill speaks with Phil DeMuth, author of The Overtaxed Investor: Slash Your Tax Bill & Be a Tax Alpha Dog. The author is as engaging and enthused as his frequent co-author Ben Stein affects not to be. Listen and learn about the benefits of taking a "lifetime perspective on your taxes." You can learn more about Phil DeMuth . Or you can find him here: Twitter: About Phil DeMuth Phil DeMuth is Managing Director at Conservative Wealth Management, LLC, where he enjoys working with high net worth clients and saving them from the depredations of the financial services industry. Phil was valedictorian of his class at the University of California at Santa Barbara, then went on for his master’s in communication and a Ph.D. in clinical psychology. A psychologist and investment advisor, Phil has written for the Wall Street Journal, Barron’s, Forbes, the Journal of Financial Planning, Human Behavior and Psychology Today , and is the author of nine books on investing, most co-authored with his pal, economist Ben Stein. His opinions have been quoted in the New York Times, the Financial Times, Yahoo! Finance, On Wall Street, Fortune, Research Magazine, Investor’s Business Daily, Motley Fool, theStreet.com and he has been seen on various TV shows, including CNBC’s Worldwide Exchange, On the Money, Squawk Box and Closing Bell, as well as Fox & Friends, Wall Street Week, and Consuelo Mack WealthTrack.
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Episode 81 with Ethan Knight
06/24/2016
Episode 81 with Ethan Knight
Gap Year: using a year between high school and college in particular ways in order to maximize the value of college. In Episode 81, Chris Cahill talks Gap Year with Ethan Knight, co-founder of the American Gap Association. The AGA serves as a comprehensive resource for those interested in the programmatic Gap Year's instructional, experiential, and adventuresome qualities. You can find out more about Ethan Knight and the American Gap Association . Or you can find them here: Twitter: About Ethan Knight Ethan Knight has been working within the world of Gap Years since 1996, when he took his own Gap Year to India, Nepal and Tibet. Back in those days the only options to taking an official Gap Year was through the , and that's exactly how he first heard about this strange thing called a Gap Year. After an inspired talk at his high school, he started a conversation with Interim Programs to discuss what would eventually turn into his own sojourn. Ethan graduated from Willamette University - a small Tier 1 private liberal arts university - with majors in English and Philosophy, and a minor in Environmental Sciences. Immediately after graduating he went to work for as an intern where his passion for education really took firm root. With the help of a few key mentors along the way, primarily Sam Bull, Ethan eventually led programs for groups of Gap Year students through Latin America and Asia, finally working his way up to Assistant Director of the organization. After seven years at LEAPNOW, Ethan returned home to Portland, Oregon to found . While Carpe Diem began with just three programs, Ethan added five more over the next six years in order to create more options for a wider variety of students. During his tenure at Carpe Diem Education, Ethan also founded the International Carpe Diem Foundation (now ) - a non-profit dedicated to the inclusion of economically disadvantaged students in Gap Year programs and higher education. It is currently the only non-profit of its kind in Oregon. Eventually, after 6 years at Carpe Diem he recognized a need for a professional association amongst Gap Year providers. The needs of the industry were demanding a hub for information-sharing, development of best-practices, and objective evaluation. Thus, in 2012 he worked with many in the field to found the American Gap Association.
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Episode 80 with Carrie Rosenbloom
06/10/2016
Episode 80 with Carrie Rosenbloom
In Episode 80, marriage and family therapist Carrie Rosenbloom discusses how to cultivate thoughtfulness and discernment in those relationships which constitute the why of our achievements, both professionally and financially. You can find out more about Carrie and The Family Mediation Group . Or you can find her here: Twitter: LinkedIn: ; About Carrie Rosenbloom Carrie Rosenbloom is co-founder and partner in the and co-founder and partner in CT Relational Therapy, LLC. She has a background in the law and a deep interest in human relationships. Rosenbloom’s belief that the two fields are intertwined led her to develop both practice groups. She began her career as an Assistant State’s Attorney in Cook County, IL. primarily serving the narcotics bureau, Chicago’s busiest department. She went on to development work in the non-profit sector, raising money and developing programming for underserved Latino youth in one of Chicago’s near north neighborhoods. Motherhood became Rosenbloom’s next passion, raising children in the mountains of Ojai, CA., where she and her husband, four children and five dogs took a different path in life. It was there that Rosenbloom combined her love of learning with her interest in human relationships and took on the role of content editor at the now defunct Emommy.com. Connecting with other mothers, she and her team sought to shift the dialogue between moms from raising children, to one of raising adults, childhood being the stepping stone. In 2009, she and her family moved East to Connecticut, and she co-founded the two practice groups. Soon, Rosenbloom will share much of what she’s learned about how succeeding in business is related to success at home. Her Financial Poise column, “Lifecycle Management for Business Success,” debuts next week.
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Episode 79 with Daniel Rossen
05/27/2016
Episode 79 with Daniel Rossen
In Episode 79, Financial Poise Radio sits with Daniel Rossen, Senior Broker of-CRC Insurance, to speak of insurance. No, wait! Don't run! There are coverages that can help businesses grow! There are coverage choices that are meaningful at different stages of an enterprise's expansion. For a lucid, nay pellucid explanation, Mr. Rossen's your man. You can find out more about Daniel Rossen and CRC Insurance . Or you can find him here: LinkedIn: ;
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Episode 78 with Michelle Gershfeld
05/20/2016
Episode 78 with Michelle Gershfeld
How are those financial abs? Are you financially fit? Michelle Gershfeld of Get Financially Fit is your financial trainer, and our guest for Episode 78 of Financial Poise Radio. Find out what Michelle means by the tenet "Pay yourself first!" Learn how our attitudes need to be adjusted to improve our relationship with money. And Michelle knows, in part from a career as counsel to chapter 7 bankruptcy trustees. Learn more about Michelle Gershfeld . Or you can find her here: About Michelle Gershfeld Michelle Gershfeld has spent nearly 30 years as a lawyer, specializing in bankruptcy law. She began her career in 1989 at Milbank, Tweed, Hadley and McCloy, LLP, and later joined David Kittay’s law firm, first in Manhattan and then in Westchester County, and found her niche specializing in bankruptcy law. Gershfeld has been the firm’s managing partner since 2000. She has represented bankruptcy trustees and clients in more than 20,000 cases. As an Accredited Financial Counselor and Financial Fitness Coach, she is an active member of the Association for Financial Counseling and Planning Education (AFCPE), the nationally recognized leader in financial counseling and education. Bridging the two fields of law and financial counseling, Gershfeld uses her skills as a speaker and published writer to help clients on the road toward financial security. Soon, she will regularly share her strategies with Financial Poise readers in a new column called “Get Financially Fit,” dedicated to the idea that your financial success starts with managing your money.
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Episode 77 with Bruce Walker
05/13/2016
Episode 77 with Bruce Walker
In Episode 77, Chris Cahill speaks about hoards with World Numismatist and Cataloger Bruce Walker, of Stack's Bowers Galleries. From Lydia to the present, coins have delighted hoard-finders and collectors. Coins also constitute a tangible asset class with which one may balance the ol' portfolio. Find out more about Bruce Walker and Stack's Bowers . Or you can find them here: Twitter: About Bruce Walker Bruce Walker joined Stack’s Bowers Galleries, a firm engaged in the sale and auction of rare coins and currency, in early 2015 as a World Numismatist and Cataloger. After collecting world gold coins by Friedberg catalog number since his mid-20s, his numismatic interests blossomed subsequent to purchasing a used copy of the Standard Catalog of World Coins a few years later. After a number of years pursuing numismatics as an avocation while employed in the information technology field, Bruce began a gradual transformation toward a career as a professional numismatist. At first buying and selling on eBay, his involvement with fellow hobbyists led him to become an officer of the Johnson County Numismatic Society (Kansas) before joining a local numismatic auction house to assist with the liquidation of the Dr. Richard D. Bode estate in 2013. As his passion and expertise with coins grew, Bruce made the decision to leave IBM after 25 years to pursue what many consider to be a dream job working with rare coins on a daily basis. A frequent contributor within the numismatic press, with nearly a dozen published Op-Ed pieces in Numismatic News, Bruce continues to pursue numismatics both as a hobbyist as well as a professional.
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Episode 76 with Jonathan Friedland
05/06/2016
Episode 76 with Jonathan Friedland
In Episode 76, Financial Poise Radio host Chris Cahill interviews Financial Poise founder Jonathan Friedland. They discuss the roots of Financial Poise in educating investors about alternative assets, providing distressed deal data and marketing modes, presenting carefully selected and edited writings, and producing webinars on a strict NON pay-to-play basis. You can learn more about Jonathan Friedland and . Or you can find him here: Twitter: About Jonathan Friedland Jonathan Friedland is a partner with Sugar Felsenthal Grais & Hammer. Jonathan P. Friedland is well recognized as a lawyer’s lawyer. Clients turn to Jonathan with their most challenging restructuring and business matters. In addition to counseling privately owned businesses in their acquisition and divestiture transactions, Jonathan is highly regarded for serving as outside general counsel to closely-held companies and their principals. In addition, he frequently serves as co-counsel to other law firms whose clients are facing financial distress. Jonathan’s practice is national, regional and local in scope. He is licensed to practice law in Arizona, Illinois, New Jersey and New York. Jonathan’s practice includes representing private equity funds and other investors in mergers and acquisitions activities. Additionally he advises clients about fiduciary duties and helps structure relationships between shareholders, LLC members and joint venturers. He counsels on succession planning, , employee matters and a host of other corporate matters. During the course of his representation, Jonathan is frequently engaged in negotiating loans and equipment leases and general contract issues. In his extensive restructuring and insolvency work, Jonathan as guided scores of companies through challenging financial situations, including Chapter 11, assignments for the benefit of creditors and out-of-court workouts. For over two decades, he has also represented buyers of distressed assets and creditors and creditor committees against distressed business. Jonathan is a highly regarded author, editor and speaker. He has authored more than 100 published articles in professional journals. He also has been profiled, interviewed and/or quoted in such publications as Buyouts Magazine, The M&A Journal, Inside Counsel, LAW360,Business Week.com, The Bankruptcy Strategist, Dow Jones Daily Bankruptcy Review; Dow Jones LBO Wire, and The Daily Deal. Jonathan is lead author of Strategic Alternatives for Distressed Businesses, and Commercial Bankruptcy Litigation treatises, published by West, and the general editor of A Comparison Shopping Guide for 363 Sales, published by the American Bankruptcy Institute. Jonathan is also the founder and chairman of DailyDAC, LLC, d/b/a Financial Poise™, an on-line provider of continuing education, information, and business intelligence for business owners, investors, and their trusted advisors. He is also on the editorial board of “The Corporate Counselor.”
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