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Cannabis Business Meets the Franchise Model w/ Katheryn Blackwell of Open Dor
- BRT S02 EP 42 (89) 10-17-21
5 Things We Learned This Week:
Guests: Kathryn Blackwell is the Co-Founder / CEO of The Open Dør
https://opendordispensaries.com/
Open Dør Dispensaries is committed to guiding retailers through the chaos of cannabis.
The Open Dør leadership team is set up with one goal in mind; to bring your dream of dispensary ownership to life. Their mission is to elevate the cannabis retail experience with a turnkey franchising solution for dispensary license holders. They bring over 30 years of franchisor experience and the successful opening of over 30 dispensaries to the table,
There are many advantages to buying into a franchise vs starting your own business from the ground up. You acquire a proven business model with brand products already created and ready to sell. Franchise setups are also attractive to lenders for these very same reasons. As Cannabis goes more mainstream, the overlap with traditional commercial business and shops is inspiring dispensaries. Also traditional business practices are needed in the Cannabis industry now that it is legal and maturing.
Guest: Katye Maxson-Landis – Moxy Accounting www.moxyaccounting.com
Kayte Maxson-Landis is a very well-known cannabis accountant in Oregon. She’s been in the industry from the very beginning, running her own firm. She also has quite a few winery clients, which have similar challenges to the Cannabis industry.
The transition to a legalized Cannabis business has brought changes to how the accounting and books need to be handled. Often taxes not being factored in business expenses, and the records are not accurate enough. This can affect a tax return, but also documentation to get investors or loans.
Transition from the illicit market to legal market means file tax returns, and become legit, current and compliant. There are still many issues in this business, and difficult to manage for an operator from Land, to landlords, security, banking, loans, and insurance. There is a Federal bill being proposed in the Senate to end the decades long drug war, and would regulate and tax Cannabis by the U.S. Government.
Cannabis can uses the alcohol model as a guide to how the regulations, and laws should be applied. Alcohol or wine have vineyard farms, need to harvest and then sell a highly regulated (& perishable) product.
Cannabis Topic: https://brt-show.libsyn.com/category/Cannabis-Hemp-Marijuana
Thanks for Listening.
Please Subscribe to the BRT Podcast.
Business Roundtable with Matt Battaglia
The show where Entrepreneurs, High Level Executives, Business Owners, and Investors come to share insight and ideas about the future of business. BRT 2.0 looks at the new trends in business, and how classic industries are evolving.
Common Topics Discussed: Business, Entrepreneurship, Investing, Stocks, Cannabis, Tech, Blockchain / Crypto, Real Estate, Legal, Sales, Charity, and more…
BRT Podcast Home Page: https://brt-show.libsyn.com/
‘Best Of’ BRT Podcast: Click Here
BRT Podcast on Google: Click Here
BRT Podcast on Spotify: Click Here
More Info: https://www.economicknight.com/podcast-brt-home/
KFNX Info: https://1100kfnx.com/weekend-featured-shows/
Disclaimer: The views and opinions expressed in this program are those of the Hosts, Guests and Speakers, and do not necessarily reflect the views or positions of any entities they represent (or affiliates, members, managers, employees or partners), or any Station, Podcast Platform, Website or Social Media that this show may air on. All information provided is for educational and entertainment purposes. Nothing said on this program should be considered advice or recommendations in: business, legal, real estate, crypto, tax accounting, investment, etc. Always seek the advice of a professional in all business ventures, including but not limited to: investments, tax, loans, legal, accounting, real estate, crypto, contracts, sales, marketing, other business arrangements, etc.
Taxes – Are They Going Up w/ the Proposed New Tax Bill? How this Affects You, Your Business and Assets
- BRT S02 EP 41 (88) 10-10-21
5 Things We Learned This Week:
Guests: Ike Devji, AZ Wealth Law
https://www.azwealthlaw.com/
Ike’s expertise in the areas of asset protection, trusts, LLC,, off shore asset protection, and lawsuit protection strategies. Ike also covers areas business owners should consider when selling their business. He is an AZ resident for 40 years and graduated from University of Arizona who has spoken , taught classes and written numerous articles on asset protection.
Ike talks all things asset protection and the importance of setting up trusts. How you should organize your investments like Real Estate, or Stocks, The importance of having Crypto info available for your heirs -
- hold Crypto in vehicle with protection and pay Capital Gains Tax
- Cannot hide, have to disclose and pay tax regardless if in off shore account
- Account for Crypto Assets properly in estate plan
- Private key and passwords to wallet – platform to hold, what coins, price
Guest: Denver Nowicz, President - Wealth For Life http://wealthforlife.net/
Denver is an advisor with nearly 20 years experience working with clients in investments and insurance, designing retirement plans with a combo of both. He discusses the proposal for the Biden tax Plan and how it will affect people, business, and real estate investors. Corporate rates, Estate Exemptions, and Real Estate rules are all on the table.
Defense – Why defense is so important, and how Insurance strategies can help. 3 to 1 Matching – one of Denver’s favorite strategies thru insurance, more for upper level earners who have a long term horizon
Tax Protection – Tax Buckets, broken into 3 categories of taxed (income), tax deferred (401K), tax free (Roth), understanding the differences, and where your funds are currently, and options thru insurance products to move more $ to a tax free position
Tax Plan 2021 / Key Takeaways (summary per Investopedia)
More Info on WFL and Tax Free Matching: HERE
‘Best Of’ Topic: https://brt-show.libsyn.com/category/Best+of+BRT
Investing Topic: https://brt-show.libsyn.com/category/Investing-Stocks-Bonds-Retirement
More 'Best of Investing': Here
Legal Topic: https://brt-show.libsyn.com/category/Legal-Asset+Protection-Estate+Planning
Thanks for Listening.
Please Subscribe to the BRT Podcast.
Business Roundtable with Matt Battaglia
The show where Entrepreneurs, High Level Executives, Business Owners, and Investors come to share insight and ideas about the future of business. BRT 2.0 looks at the new trends in business, and how classic industries are evolving.
Common Topics Discussed: Business, Entrepreneurship, Investing, Stocks, Cannabis, Tech, Blockchain / Crypto, Real Estate, Legal, Sales, Charity, and more…
BRT Podcast Home Page: https://brt-show.libsyn.com/
‘Best Of’ BRT Podcast: Click Here
BRT Podcast on Google: Click Here
BRT Podcast on Spotify: Click Here
More Info: https://www.economicknight.com/podcast-brt-home/
KFNX Info: https://1100kfnx.com/weekend-featured-shows/
Disclaimer: The views and opinions expressed in this program are those of the Hosts, Guests and Speakers, and do not necessarily reflect the views or positions of any entities they represent (or affiliates, members, managers, employees or partners), or any Station, Podcast Platform, Website or Social Media that this show may air on. All information provided is for educational and entertainment purposes. Nothing said on this program should be considered advice or recommendations in: business, legal, real estate, crypto, tax accounting, investment, etc. Always seek the advice of a professional in all business ventures, including but not limited to: investments, tax, loans, legal, accounting, real estate, crypto, contracts, sales, marketing, other business arrangements, etc.
Construction 2.0 – Max Quality + Technology = Lean Construction w/ The Weitz Company
- BRT S02 EP 40 (87) 10-3-2021
5 Things We Learned This Week:
Guests: Chad Schleicher - Senior Business Development Manager
Boe Evanson – Senior Project Mgr
Weitz Company
Architectural/Engineering/Construction firm
https://www.weitz.com/
The Weitz Company is the 6th oldest Architectural / Engineering / Construction firm in the United States. Their reputation was forged by constantly seeking new construction innovations and technologies that provide clients with predictable, reliable and collaborative services. Weitz financial strength, longevity and stability through more than 165 years of economic cycles has positioned them as a recognizable leader in the construction industry.
Lean is more than just a systematic approach to maximizing quality and minimizing risk. With advancements in technology, the opportunities to drive down costs, and help clients make quicker decisions has reached new heights with stronger ROI capabilities.
Chad & Boe talk all things Construction from Design, to operations and Building. Technology has merged with Construction to make projects go smoother and quicker. Even Budgets are tighter and more predictable. Phoenix is one of the hottest construction markets in the U.S. and Weitz is involved in projects valley wide. They talk of the areas seeing the most growth.
Construction - Real Estate Topic:
https://brt-show.libsyn.com/category/Real+Estate-Construction-Land-Farming
Thanks for Listening
Please Subscribe to the Show.
Business Roundtable with Matt Battaglia
The show where Entrepreneurs, High Level Executives, Business Owners, and Investors come to share insight and ideas about the future of business. BRT 2.0 looks at the new trends in business, and how classic industries are evolving.
Common Topics Discussed: Business, Entrepreneurship, Investing, Stocks, Cannabis, Tech, Blockchain / Crypto, Real Estate, Legal, Sales, Charity, and more…
BRT Podcast Home Page: https://brt-show.libsyn.com/
‘Best Of’ BRT Podcast: Click Here
BRT Podcast on Google: Click Here
BRT Podcast on Spotify: Click Here
More Info: https://www.economicknight.com/podcast-brt-home/
KFNX Info: https://1100kfnx.com/weekend-featured-shows/
Disclaimer: The views and opinions expressed in this program are those of the Hosts, Guests and Speakers, and do not necessarily reflect the views or positions of any entities they represent (or affiliates, members, managers, employees or partners), or any Station, Podcast Platform, Website or Social Media that this show may air on. All information provided is for educational and entertainment purposes. Nothing said on this program should be considered advice or recommendations in: business, legal, real estate, crypto, tax accounting, investment, etc. Always seek the advice of a professional in all business ventures, including but not limited to: investments, tax, loans, legal, accounting, real estate, crypto, contracts, sales, marketing, other business arrangements, etc.
Entrepreneurs Have to Know How to Pivot w/ Allan Draper on Business Consulting
- BRT S02 EP 39 (86) 9-26-21
Things We Learned This Week:
Guest: Allan Draper
https://allandraper.com/ / Host of The Business Growth Pod
Allan Draper is a seasoned Entrepreneur who owns 22 business with 8 Partners, and has a diverse background from legal (Attorney – licensed, doesn’t practice), to Real Estate (licensed for his own property investment), to Pest Control and more. He is a self described ‘Jack of all trades, master of none’.
Allan surrounds himself with good people who can help or manage his operations. He is also a Guide and Business Consultant who does not charge, all pro bono. Allan talks all things Entrepreneurship - Create your vision and tune in.
Notes:
Surround yourself with good people
Business consultant – pro bono, Allan is a guide
Create Vision - Would you pay for your service?
Create a business out of solving a specific problem
How to launch in the next 6 months, then 2 years of growth
Jim Collins talks of the need to adapt to change (be flexible), a culture of change
Adapt to environment, Pivot when needed but keep core philosophies
No distractions, focus and avoid the ‘shiny object’ syndrome
Cash Flow - #1 reason businesses fail in the first 5 years
How to fund a business, Do you need a Partner
Mental Aspects of business, the need for fortitude, as there will be tough times
Business partners are like dating or marriage, pick carefully as you spend a lot of time working together
Paypal Mafia – MB revisits the Infamous Founders Team
Paypal’s origin in the early 2000s had the one of the most legendary tech teams ever, with numerous ex-Paypal alum going on to form billion $ companies.
Here are just a few of the names & Co’s they started:
Elon Musk – Tesla, Space X, Boring Co.
Peter Thiel – 1st FB Investor, AirBnB Investor, Founders Fund, Palantir
Reid Hoffman – LinkedIn (sold to Microsoft)
Max Levchin – Affirm, Investor in Yelp
David O. Sacks – Geni.com & Yammer
Chad Hurley – YouTube
Russel Simmons – Yelp
More: https://en.wikipedia.org/wiki/PayPal_Mafia
Investing Topic: https://brt-show.libsyn.com/category/Investing-Stocks-Bonds-Retirement
‘Best Of’ Topic: https://brt-show.libsyn.com/category/Best+of+BRT
Thanks for Listening.
Please Subscribe to the BRT Podcast.
Business Roundtable with Matt Battaglia
The show where Entrepreneurs, High Level Executives, Business Owners, and Investors come to share insight and ideas about the future of business. BRT 2.0 looks at the new trends in business, and how classic industries are evolving.
Common Topics Discussed: Business, Entrepreneurship, Investing, Stocks, Cannabis, Tech, Blockchain / Crypto, Real Estate, Legal, Sales, Charity, and more…
BRT Podcast Home Page: https://brt-show.libsyn.com/
‘Best Of’ BRT Podcast: Click Here
BRT Podcast on Google: Click Here
BRT Podcast on Spotify: Click Here
More Info: https://www.economicknight.com/podcast-brt-home/
KFNX Info: https://1100kfnx.com/weekend-featured-shows/
Disclaimer: The views and opinions expressed in this program are those of the Hosts, Guests and Speakers, and do not necessarily reflect the views or positions of any entities they represent (or affiliates, members, managers, employees or partners), or any Station, Podcast Platform, Website or Social Media that this show may air on. All information provided is for educational and entertainment purposes. Nothing said on this program should be considered advice or recommendations in: business, legal, real estate, crypto, tax accounting, investment, etc. Always seek the advice of a professional in all business ventures, including but not limited to: investments, tax, loans, legal, accounting, real estate, crypto, contracts, sales, marketing, other business arrangements, etc.
All Things AZ Real Estate Market – Commercial w/ Corbins Electric on Virtual Design & Lean Construction to Residential w/ AZRE on Property News of Multifamily to AirBnB
- BRT S02 EP 38 (85) 9-19-21
Things We Learned This Week:
Guest: Michael Vargo VP of Operations & Partner
(Over our Manufacturing Division) https://corbinselectric.com/crew/
Notes:
Construction – subcontractors, electrical, the basics
AZ Construction – current projects and how much building in AZ currently
Timeline of projects – ie – how far in advance is a build-out prepped
Lean Construction – what is it, why does it matter?
Virtual Design – how tech has benefited the setup and design process
Prefabrication is the future of Construction – installing quicker vs building on the spot
Energy – current tech, future expectations
Guest: Kyle Backer
AZRE Magazine, AZ Big Media - https://azbigmedia.com/
Kyle discusses two stories in the upcoming issue of AZRE. How AirBnB affects the housing market, and neighborhoods with their short term rentals. The need for more multifamily housing in Phoenix to combat rising rent prices, and the barriers developers have getting building permits.
Notes:
Airbnb – Scottsdale houses get rented 2-3 days or a week, commonly used as a party house.
AZ Senate Bill 1350 – can’t crackdown on rentals, no restrictions.
AZ Vacation Rental Association - Best practices business Airbnb
Jerome, AZ – small town with rentals, had issues with drunk tourists
Air BNB investors buy up homes and pay high prices for homes, hence price out new home buyer.
Air BNB brings revenue to AZ
Online Real Estate - Zillow reports rental rates up 7% +
Renters spending 30% of income to rent – need to build more multifamily units, building less since 1990’s
100K + built in 1980’s, 47K + built in 1991’s and beyond.
Zoning issues blocking multifamily units, limited lots to build apartment complexes – 3 story units. Not really townhomes or condos.
Builders want to build high end units – make more money on back end
More affordable housing, partner with city council – re zone lot.
Construction - Real Estate Topic:
https://brt-show.libsyn.com/category/Real+Estate-Construction-Land-Farming
Tech Topic: https://brt-show.libsyn.com/category/Tech-Startup-VC-Cybersecurity-Energy-Science
‘Best Of’ Topic: https://brt-show.libsyn.com/category/Best+of+BRT
Thanks for Listening.
Please Subscribe to the BRT Podcast.
Business Roundtable with Matt Battaglia
The show where Entrepreneurs, High Level Executives, Business Owners, and Investors come to share insight and ideas about the future of business. BRT 2.0 looks at the new trends in business, and how classic industries are evolving.
Common Topics Discussed: Business, Entrepreneurship, Investing, Stocks, Cannabis, Tech, Blockchain / Crypto, Real Estate, Legal, Sales, Charity, and more…
BRT Podcast Home Page: https://brt-show.libsyn.com/
‘Best Of’ BRT Podcast: Click Here
BRT Podcast on Google: Click Here
BRT Podcast on Spotify: Click Here
More Info: https://www.economicknight.com/podcast-brt-home/
KFNX Info: https://1100kfnx.com/weekend-featured-shows/
Disclaimer: The views and opinions expressed in this program are those of the Hosts, Guests and Speakers, and do not necessarily reflect the views or positions of any entities they represent (or affiliates, members, managers, employees or partners), or any Station, Podcast Platform, Website or Social Media that this show may air on. All information provided is for educational and entertainment purposes. Nothing said on this program should be considered advice or recommendations in: business, legal, real estate, crypto, tax accounting, investment, etc. Always seek the advice of a professional in all business ventures, including but not limited to: investments, tax, loans, legal, accounting, real estate, crypto, contracts, sales, marketing, other business arrangements, etc.
Hamid of AZ Tech Beat on Technology, Software, Startups & Angel Investing in Arizona
- BRT S02 EP 37 (84) 9-12-21
5 Things We Learned This Week...
Guests: Hamid Shojaee AZ Tech Beat
https://aztechbeat.com/
https://azdisruptors.com/
https://www.azcowork.com/
Hamid talks all thing AZ tech, Startups and what the world of an Angel Investor really looks like. His 2 decades + of experience is laid out, from starting and running software companies, plus exited the industry to now an Angel Investor mentoring the next generation of Startups.
Hamid (Founder of Axosoft and Pure Chat) has always had a passion in helping Arizona's up-and-coming tech talent. Since 2010, Hamid has been involved with various AZ tech initiatives, including bringing tech founder and CEOs together, investing in startups and helping push the #YesPHX community forward.
Axosoft – software tools for software development
PureChat – live chat software for websites
Hamid is a 20 year + software veteran who’s built four different multi-million dollar SaaS products in the last twenty years. He recently sold two software companies, Axosoft and Pure Chat, and has been advising and investing in Arizona-based startups for nearly a decade. He recently announced he’ll be investing $10 million in promising Arizona tech startups. Hamid is also host of the AZ Tech Podcast, where he interviews Arizona’s most successful founders, investors and doers.
AZ Disruptors is founded by Hamid Shojaee (@hamids) and Lawdan Shojaee (@lawdan) as a vehicle to invest in for-profit companies that want to make the world a better place, with a geographical focus on Arizona’s tech ecosystem. Working with startups and investing (20 companies). The criteria listed on the website for a Startup to be considered for investment.
AZ CoWork was founded by Hamid and Lawdan Shojaee as a way to support and foster the next generation of fast-growing tech companies in Arizona. They designed the 12,000 square-foot space, which conveniently sits directly below Axosoft and PureChat, to cater specifically towards tech startups through hosting various local startup groups and events, providing mentorship opportunities, and cultivating a community of like-minded founders.
AZ Tech Beat is Arizona’s online news source for everything related to technology and science. We aim to highlight the efforts of the talented Arizonans trying to make a positive impact in the world. We also produce AZ Tech Podcast (https://aztechbeat.com/category/podcast/), a weekly show featuring conversations with some of Arizona’s most interesting founders, investors, scientists and other doers. Covers the AZ Startup community, the struggles and people involved. Find the podcast library here, watch the interviews on YouTube or listen on your favorite podcast app.
AZ Tech Beat is founded by Hamid Shojaee and financially supported by the Shojaee Foundation. Stories are written and reported by Adrienne St. Clair (@agestclair) and Abby Sharpe (@byabbysharpe).
Tech Topic: https://brt-show.libsyn.com/category/Tech-Startup-VC-Cybersecurity-Energy-Science
‘Best Of’ Topic: https://brt-show.libsyn.com/category/Best+of+BRT
Thanks for Listening.
Please Subscribe to the BRT Podcast.
Business Roundtable with Matt Battaglia
The show where Entrepreneurs, High Level Executives, Business Owners, and Investors come to share insight and ideas about the future of business. BRT 2.0 looks at the new trends in business, and how classic industries are evolving.
Common Topics Discussed: Business, Entrepreneurship, Investing, Stocks, Cannabis, Tech, Blockchain / Crypto, Real Estate, Legal, Sales, Charity, and more…
BRT Podcast Home Page: https://brt-show.libsyn.com/
‘Best Of’ BRT Podcast: Click Here
BRT Podcast on Google: Click Here
BRT Podcast on Spotify: Click Here
More Info: https://www.economicknight.com/podcast-brt-home/
KFNX Info: https://1100kfnx.com/weekend-featured-shows/
Disclaimer: The views and opinions expressed in this program are those of the Hosts, Guests and Speakers, and do not necessarily reflect the views or positions of any entities they represent (or affiliates, members, managers, employees or partners), or any Station, Podcast Platform, Website or Social Media that this show may air on. All information provided is for educational and entertainment purposes. Nothing said on this program should be considered advice or recommendations in: business, legal, real estate, crypto, tax accounting, investment, etc. Always seek the advice of a professional in all business ventures, including but not limited to: investments, tax, loans, legal, accounting, real estate, crypto, contracts, sales, marketing, other business arrangements, etc.
BRT Still Growing - Harvest Health, Copperstate Farms & more Best of Cannabis 2021
- BRT S02 EP 36 (83) 9-5-21
Clips from BRT shows talking about the Cannabis Industry in 2021
BRT Revisits some Cannabis topics and shows from 2021, including farming, tower gardens, investing, Harvest Health, Copperstate Farms, AZ legalization, M&A, dispensaries, and more…
Seg. 1
BRT Clip from Seg 4 of 1/17/2021 w/ Troy Albright of True Garden on Tower Framing
https://truegarden.com/
Full Show: Here
BRT Clip from Seg 2 of 1/17/2021 w/ Alan Brochstein CFA of New Cannabis Ventures on investing
https://www.newcannabisventures.com/
Full Show: Here
BRT Clip from Seg 4 of 3/21/2021 w/ Steve White, Founder / CEO of Harvest Health on running a public company
https://inveseretor.harvesthoc.com/governance/board-of-directors/person-details/default.aspx?ItemId=77f1cb4f-4a85-4ae0-8fd3-11caa6c9b345
Full Show: Here
BRT Clip from Seg 1 of 3/21/2021 w/ Melissa Diaz w/ Rebel Rock on AZ legalizing Cannabis industry in AZ. https://rebelrock.co/melissa-diaz/
Full Show: Here
BRT Clip from Seg 3 of 4/11/2021 w/ Ryan Hurley of Copperstate Farms on farming
https://www.linkedin.com/in/ryan-hurley-32b4283/
Full Show: Here
Seg. 2
BRT Clip from Seg 1 of 4/11/2021 w/ Greta Brandt of The Flower Shop on dispensaries
www.theflowershopaz.com
https://www.theflowershopaz.com/post/women-get-things-done
Full Show: Here
BRT Clip from Seg 1 of 5/16/2021 w/ Morgan Fox Media Relations Director, Committee Manager of the National Cannabis Industry Assoc.
https://thecannabisindustry.org/
Full Show: Here
BRT Clip from Seg 4 of 5/16/2021 w/ Melissa Diaz w/ Rebel Rock on M&A in the Cannabis industry https://rebelrock.co/melissa-diaz/
Full Show: Here
BRT Clip from Seg 2 of 8/8/2021 w/ Chris Gooch, Director w/ Fenimore Law on Cannabis Backstory in AZ – from Inception to Now
https://www.fennemorelaw.com/people/attorneys/e-j/gooch-j-chris
Full Show: Here
BRT Clip from Seg 4 of 8/8/2021 w/ Sara Gullickson, Founder / CEO - The Cannabis Advisors on consulting and building Cannabis business https://thecannabisbusinessadvisors.com/
Full Show: Here
Cannabis Topic: https://brt-show.libsyn.com/category/Cannabis-Hemp-Marijuana
Investing Topic: https://brt-show.libsyn.com/category/Investing-Stocks-Bonds-Retirement
‘Best Of’ Topic: https://brt-show.libsyn.com/category/Best+of+BRT
Thanks for Listening.
Please Subscribe to the BRT Podcast.
Business Roundtable with Matt Battaglia
The show where Entrepreneurs, High Level Executives, Business Owners, and Investors come to share insight and ideas about the future of business. BRT 2.0 looks at the new trends in business, and how classic industries are evolving.
Common Topics Discussed: Business, Entrepreneurship, Investing, Stocks, Cannabis, Tech, Blockchain / Crypto, Real Estate, Legal, Sales, Charity, and more…
BRT Podcast Home Page: https://brt-show.libsyn.com/
‘Best Of’ BRT Podcast: Click Here
BRT Podcast on Google: Click Here
BRT Podcast on Spotify: Click Here
More Info: https://www.economicknight.com/podcast-brt-home/
KFNX Info: https://1100kfnx.com/weekend-featured-shows/
Disclaimer: The views and opinions expressed in this program are those of the Hosts, Guests and Speakers, and do not necessarily reflect the views or positions of any entities they represent (or affiliates, members, managers, employees or partners), or any Station, Podcast Platform, Website or Social Media that this show may air on. All information provided is for educational and entertainment purposes. Nothing said on this program should be considered advice or recommendations in: business, legal, real estate, crypto, tax accounting, investment, etc. Always seek the advice of a professional in all business ventures, including but not limited to: investments, tax, loans, legal, accounting, real estate, crypto, contracts, sales, marketing, other business arrangements, etc.
Ted Benna, the Father of the 401K Covers It All – History, Pensions, Fees & More
- BRT S02 EP 35 (82) 8-29-21
What We Learned This Week
Guests: Ted Benna, Benna 401K
http://benna401k.com
Ted Benna, Father of the 401K, has worked in pension and retirement benefits industry for 60 years, and literally wrote the book on the 401K. He was a pioneer in the early 80s in designing the early 401K Plans, and then getting them approved by the IRS to be the model still used today.
Books:
401K Forty Years Later (2018) – History of the 401K
401K & IRA for Dummies Updated Version (2021)
Notes:
History of the 401K – from inception to now a $10 Trillion Industry
What Companies used to offer employees – Pensions, Thrift Plans, etc
How the Good Old days were not so Golden as Pension Plans were often underfunded
Golden Handcuffs – had to stay at a company 30 years before your were eligible for the pension
ERISA 1974 – why it was created, and how it killed off Pension Plans
PGBC - Pension Benefit Guaranty Corp. – what it does to protect your Pension (sort of)
Tax Code 1978 created the section for the 401K
How Ted Benna created the model for what is now the modern day 401K Plan – employees defer part of their salary, plus Employers give a partial match
Mutual Fund industry exploded in the late 80s to early 90s with retirement plans and 401Ks
Social Security – you get taxed on that too
401K Fees – hidden and costly fees of 2 – 3%
Ted tells you options for small business owners to setup retirement funds that are easier than 401ks (less paperwork) and have minimal fees (.5 %).
Investing Topic: https://brt-show.libsyn.com/category/Investing-Stocks-Bonds-Retirement
Retirement Topic: Here
Link to Taxes Show on 10/31/2021 w/ Denver: Here
Link to Offense / Defense Show on 6/6/2021 w/ Denver: Here
Thanks for Listening.
Please Subscribe to the BRT Podcast.
Business Roundtable with Matt Battaglia
The show where Entrepreneurs, High Level Executives, Business Owners, and Investors come to share insight and ideas about the future of business. BRT 2.0 looks at the new trends in business, and how classic industries are evolving.
Common Topics Discussed: Business, Entrepreneurship, Investing, Stocks, Cannabis, Tech, Blockchain / Crypto, Real Estate, Legal, Sales, Charity, and more…
BRT Podcast Home Page: https://brt-show.libsyn.com/
‘Best Of’ BRT Podcast: Click Here
BRT Podcast on Google: Click Here
BRT Podcast on Spotify: Click Here
More Info: https://www.economicknight.com/podcast-brt-home/
KFNX Info: https://1100kfnx.com/weekend-featured-shows/
Disclaimer: The views and opinions expressed in this program are those of the Hosts, Guests and Speakers, and do not necessarily reflect the views or positions of any entities they represent (or affiliates, members, managers, employees or partners), or any Station, Podcast Platform, Website or Social Media that this show may air on. All information provided is for educational and entertainment purposes. Nothing said on this program should be considered advice or recommendations in: business, legal, real estate, crypto, tax accounting, investment, etc. Always seek the advice of a professional in all business ventures, including but not limited to: investments, tax, loans, legal, accounting, real estate, crypto, contracts, sales, marketing, other business arrangements, etc.
BRT Summer TechFest 2021 – Drones, Robotics & More Best of Tech
- BRT S02 EP 34 (81) 8-22-2021
Guests: Menachem Fehler, Founder & CEO of Airrow
https://airrow.com/
Menachem is from England, trained and worked as an Aerospace Engineer, long history in tech, including Jetpack Aviation as a designer and engineer. Helped design the ‘Speeder’ prototype which is a jet engine-powered jet-ski/motorcycle styled drone. It is designed to carry humans or fly completely autonomously with a payload.
At Airrow they are enabling a new type of powerful drone workforce by addressing the current limitations in the drone market around automation, range and endurance. Airrow is building the future autonomous infrastructure of tomorrow that can easily be customized and integrated for various industries – automating the workforce of tomorrow. The drone platform (Dronehub) marketplace uses are: Automated Security Systems, Delivery Automation, Automation in the Mining, Oil and Gas Industries, Autonomous Surveillance & Reconnaissance, Search and Rescue Automation, Precision Agriculture & More.
BRT TechFest Summer 2021 (Best of)
Clips from Tech themed shows in the spring/summer 2021
Topics include: AZ tech, 3D Printing, Cyber-security, Tech Launch at UA
Seg 3
BRT Clip from Seg 1 of 6/20/21
w/ Eric Miller of PADT on 3D Printing
https://www.padtinc.com/
Full Show: Here
BRT Clip from Seg. 3 of 7/11/21
w/ Steve Zylstra of Arizona Technology Council on the State of AZ Tech
https://www.aztechcouncil.org/
Full Show: Here
Seg 4
BRT Clip from Seg 3 of 8/1/21
w/ Ari Redbord of TRM Labs on Cybersecurity
https://www.linkedin.com/in/ari-redbord-4054381b4/
https://www.trmlabs.com/post/trm-labs-appoints-ari-redbord-as-head-of-legal-government-affairs
Full Show: Here
BRT Clip from Seg. 2 of 8/15/21
w/ Doug Hochstad of Techlaunch AZ on AZ Tech, UA, and startups
https://techlaunch.arizona.edu/person/doug-hockstad
Full Show: Here
Tech Topic: https://brt-show.libsyn.com/category/Tech-Startup-VC-Cybersecurity-Energy-Science
More - BRT Best of Tech 2021:
https://brt-show.libsyn.com/size/5/?search=best+of+tech
Cell Based Collagen from Jellatech + BRT 2.2021 - Best of Tech 2021
Tech for the Holidays - BRT Best of Tech 2021
‘Best Of’ Topic: https://brt-show.libsyn.com/category/Best+of+BRT
Thanks for Listening.
Please Subscribe to the BRT Podcast.
Business Roundtable with Matt Battaglia
The show where Entrepreneurs, High Level Executives, Business Owners, and Investors come to share insight and ideas about the future of business. BRT 2.0 looks at the new trends in business, and how classic industries are evolving.
Common Topics Discussed: Business, Entrepreneurship, Investing, Stocks, Cannabis, Tech, Blockchain / Crypto, Real Estate, Legal, Sales, Charity, and more…
BRT Podcast Home Page: https://brt-show.libsyn.com/
‘Best Of’ BRT Podcast: Click Here
BRT Podcast on Google: Click Here
BRT Podcast on Spotify: Click Here
More Info: https://www.economicknight.com/podcast-brt-home/
KFNX Info: https://1100kfnx.com/weekend-featured-shows/
Disclaimer: The views and opinions expressed in this program are those of the Hosts, Guests and Speakers, and do not necessarily reflect the views or positions of any entities they represent (or affiliates, members, managers, employees or partners), or any Station, Podcast Platform, Website or Social Media that this show may air on. All information provided is for educational and entertainment purposes. Nothing said on this program should be considered advice or recommendations in: business, legal, real estate, crypto, tax accounting, investment, etc. Always seek the advice of a professional in all business ventures, including but not limited to: investments, tax, loans, legal, accounting, real estate, crypto, contracts, sales, marketing, other business arrangements, etc.
Tech Launch Arizona – Partnership of UA and Business
- BRT S02 EP 33 (80) 8-15-2021
What We Learned This Week
Guests: Doug Hockstad, RTTP Assistant VP, Tech Launch Arizona
https://techlaunch.arizona.edu/person/doug-hockstad
Doug Hockstad is TLA's Assistant Vice President. TLA helps to accomplish the broader University of Arizona mission by providing a variety of services to faculty that protect intellectual property, streamline the technology commercialization process, support the creation of startups based on University technology, and find commercial applications for university research.
Doug joined the UA with 25 years’ of experience in high tech markets, primarily in the software market, including both established company and startup experience, and most recently having served as Associate Director, Software & Engineering Licensing in the University of Michigan's Office of Technology Transfer.
The University of Arizona is a place of learning, invention, discovery, and a leading public research university. Tech Launch Arizona started in 2012 to help bring those discoveries to the world through commercial pathways (laboratory and into the marketplace). Their primary focus is ensuring that innovations originating with UArizona faculty, researchers, staff and students find meaningful applications.
Tech Launch is an incubator for StartUps with Angel Investors and VC connections. They also team with alumni, in concert with the technology and business community, to maximize the impact of UArizona research, intellectual property (IP), Licensing, patents, and technological innovation.
The University of Arizona Center for Innovation (UACI) is a startup incubator network with locations across the Southern Arizona region. Half of UA Tech Launch is bio science, and there are 2 medical schools located in Tucson and Phoenix.
The Desert Angels works with UA Tech Launch on the investing side. Founded in 2000, the Desert Angels is a Tucson-based organization of accredited investors that seeks opportunities to invest in regional startup and early-stage companies. We represent a network of over 100 active angel investors, who have since invested $60million into 132 portfolio companies and 10 Sidecar funds. The Desert Angels have consistently been recognized as one of the most active angel groups in the country.
https://www.linkedin.com/company/desert-angels
Tech Topic: https://brt-show.libsyn.com/category/Tech-Startup-VC-Cybersecurity-Energy-Science
‘Best Of’ Topic: https://brt-show.libsyn.com/category/Best+of+BRT
Thanks for Listening.
Please Subscribe to the BRT Podcast.
Business Roundtable with Matt Battaglia
The show where Entrepreneurs, High Level Executives, Business Owners, and Investors come to share insight and ideas about the future of business. BRT 2.0 looks at the new trends in business, and how classic industries are evolving.
Common Topics Discussed: Business, Entrepreneurship, Investing, Stocks, Cannabis, Tech, Blockchain / Crypto, Real Estate, Legal, Sales, Charity, and more…
BRT Podcast Home Page: https://brt-show.libsyn.com/
‘Best Of’ BRT Podcast: Click Here
BRT Podcast on Google: Click Here
BRT Podcast on Spotify: Click Here
More Info: https://www.economicknight.com/podcast-brt-home/
KFNX Info: https://1100kfnx.com/weekend-featured-shows/
Disclaimer: The views and opinions expressed in this program are those of the Hosts, Guests and Speakers, and do not necessarily reflect the views or positions of any entities they represent (or affiliates, members, managers, employees or partners), or any Station, Podcast Platform, Website or Social Media that this show may air on. All information provided is for educational and entertainment purposes. Nothing said on this program should be considered advice or recommendations in: business, legal, real estate, crypto, tax accounting, investment, etc. Always seek the advice of a professional in all business ventures, including but not limited to: investments, tax, loans, legal, accounting, real estate, crypto, contracts, sales, marketing, other business arrangements, etc.
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