Better Business With Barnes podcast

In episode three of our series featuring women business leaders, we talk with Leslie Dunford of East 66th Street Services, a division of the Cleveland Foundation. Leslie describes how East 66th Street serves as an incubator for emerging community programs. She also has words of wisdom gained from her over 30-year tenure with the Foundation, and gives a peek into what the 110-year old Foundation has in store for the future. 

In episode one of our series featuring women business owners, we sit down with Kathi Leiden of National Condut Supply. Kathi shares how, after selling her first business, she identified a gap in the market that resulted in a successful 100% female-owned company.

Kathi also shares advice and tips by addressing the following questions: 

• As a woman business owner, are there any obstacles you encountered that you overcame? 
• Any advice for other women in business?
• What do you feel sets your company apart from its competitors?

In episode two of our series featuring women business owners, we delve into how Megan Kacvinsky moved from a client service role to CEO at Point to Point. Megan also shares her tips for success by addressing the following questions: 

• Can you share insights that might help our listeners who have an interest in similar opportunities?
• What sets Point to Point apart from other firms?
• Are there any words of wisdom you'd like to share with our audience that helped you along the way?

Join us as Barnes Wendling Director Laurie Gatten chats with Stephanie Altenburger, managing partner and part-owner of KSA Global and Rejuvenate Life LLC: also known as Orange Theory Fitness and Restore Hyper Wellness. They discuss how women are taking charge and redefining their roles within the workplace. Stephanie also provides advice and insight for women emerging as leaders.

In this episode, Brett Walburn, president of Dar-Tech, Inc., shares how his company has weathered over 7 decades of economic swings. Founded in 1951, the company is now under the leadership of a third generation. In this podcast, Brett addresses the following questions:

• What has helped your company transition from one level of ownership to another?
• If you were to start all over again, is there something you would do differently?
• Are there any words of wisdom you would like to share that helped you along the way that listeners should strongly consider?

Divorce or the passing of a spouse can be the most significant life-changing events one can face, along with the added financial challenges presented after these events. In this episode, Barnes Wendling Director Mike Pappas and Client Strategist at BNY Mellon Wealth Management Amy Vegh share their investment insights for divorce and widowhood, along with addressing the following questions: 

• What are some of the financial hardships one can face after a major life-changing event? 
• What steps can be taken to ensure an easier transition where personal finances are involved? 
• What options should you consider to increase income? 
• What should you look for in a wealth manager?

The COVID-19 pandemic has brought on new financial stressors that are still impacting our world today. In this episode, our Director Mike Pappas talks with Mike Shebak, Senior Managing Director and Head of Institutional Consulting at Clearstead, and Dale Vernon, Principal at Bernstein Global Wealth Management. They discuss building financial security through various investment planning strategies that will last post-pandemic. 

Key items discussed: 

• How has COVID-19 affected the future of investment planning?
• Should investors expect this stock market to continue?
• What are the implications of inflation on investment portfolios?
• How should clients think about spending relative to their portfolio size? 

Listen as Barnes Wendling Director Mike Pappas and Director of Private Wealth Management with The BCJC Group of Baird, Jerry Jarzabek, CFP, CPWA, share their investment insights for college students and young professionals. Both discuss the strategies to start implementing now to secure the ultimate financial future.

Key questions discussed: 

What types of accounts should you open?

How much should you invest?

Should investors pay attention to meme stocks?

What are popular investment options for short-term investing?

Join us as Barnes Wendling Director Janine Iacobelli chats with Senior Wealth Strategy Associate, Emily Minnich, CFP, and Senior Vice President of Wealth Management, Damion Crannis, CFP, of UBS Financial Services. They address how women can take charge of their financial freedom through various investment strategies to own their net worth.

Key Questions: 

• What are the main reasons why women should own their worth?
• How can you determine your net worth?
• What should you do to prepare when a life-altering situation takes place?
• How do you build a support team for future financial plans?

Are you a millennial, work with millennials, or have family and friends who are millennials? This podcast will benefit you or someone you know!

Tune in as our Manager, and also millennial, Cat Arida, asks Director Mike Pappas pertinent questions every millennial needs to know to prepare for retirement and learn the secret to retire with millions. 

Key Questions: 

• How much should you save? 
• When should you start saving? 
• Is it ever too late to start saving? 
• Pre Tax or Roth?