BizQuik

#19 Frieden Wealth Management


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Julie and Corey are joined by Ross Winfield who is the President and an advisor at Frieden Wealth Management out of Virginia Beach, VA.  Ross gives advice on how to be financially healthy, how to manage employee benefits in small businesses, and some general investing guidelines.  Topics include:

  • What success looks like for small businesses
  • Leveraging local banks
  • The benefits of loans/keeping yourself liquid
  • Using loans to hire good people
  • Borrowing against retirement accounts
  • Benefit of employee benefits
  • Building relationships
  • Should you invest or stay liquid

If you’d like to connect with Ross and learn more about your financial health, you can connect in the following ways:

Website

Facebook

LinkedIn

Or Call - 757-340-9777

If you’re interested in learning more about BizQuik - check out our website BizQuikPodcast.com.  You can also check out Instagram @BizQuik.Podcast or Twitter @BizQuikPodcast

And if you want to learn more about SB PACE, you can head on over to SBPACE.com.  You can also find us on the following social media platforms:

Facebook: facebook.com/sbpace

Instagram: @sb.pace

LinkedIn: Linkedin.com/sbpace

Twitter: @sb_pace

You can buy our book, Seriously?  Now What?!  A Small Business Guide to Disaster Preparedness, on Amazon.

BizQuik is a Traxler-Harris production.

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