What stands in the way of pursuing the life you truly want? This can seem like an overwhelming question, but by unlocking a few powerful secrets, your dreams can become achievable. No one has done more to reveal these secrets than our guest on this podcast, George Kinder. A Harvard-educated CERTIFIED FINANCIAL PLANNER™, George is internationally recognized as the father of the life planning movement. He’s an author, thought-leader, and founder of the Kinder Institute of Life Planning. Through his best-selling books/audiobooks, workshops, and speaking engagements, George has trained thousands of financial professionals all over the world to empower their clients with his groundbreaking methodology. 

When it comes to investments, you should factor in human capital if you’re still in the workforce. Why? Because human capital is your earnings potential, which will eventually convert into real earnings and impact how you invest. It’s the flip side of financial capital. What is your earning pattern? What will most likely be your trajectory of earnings over your lifetime? How can you balance that with the money you’ve already made that is currently invested? In our latest episode, our guest is Brian Nick, Chief Investment Strategist at Nuveen, a global investment firm with over $1 trillion in assets under management. Brian analyzes global economic and policy developments and their impact on financial markets. He is frequently cited in the financial press, including Bloomberg, Financial Times, Barron’s, and CNBC. Join us as Brian discusses the importance of understanding human capital and how business owners should look at it. Listen in as we delve into how the draw on your human capital changes as you move through different life stages, and what you can do to prepare for the years leading to retirement.

The business of selling has many fallacies, like sales people are born and not made, and selling is all about cold calling. The reality is that if you want to sell with measurable, consistent results every quarter, then you have to put into place a step-by-step process in order to be successful. In this episode, our guest is Rich Isaac, Founder of Sandler Training center, one of the most prominent and successful sales consulting practices on Long Island. Rich advises business leaders on strategies to increase their revenue and profit. He is a recipient of the David H. Sandler Award, and has been recognized by organizations such as Hauppauge Industrial Association of Long Island and local press, including the Long Island Business News. Listen in as Rich shares his insights in how you can level up your selling process. Whether you are an independent professional or a business owner, you will learn the right way to ask a customer for a referral, how to change your mindset to be successful, how to expand business opportunities, and more. Join us as we discuss what you need to know to master the art of selling so that you can scale and grow your business.

If there were ever a “right way” to prepare for divorce, look no further than Bill and Melinda Gates. Like many couples with wealth and assets at stake, they most likely relied not only on matrimonial attorneys, but also, the expertise of business lawyers and financial advisors. By having the experts work together, divorce can be planned out and assets protected. In this episode, our guest is Sandra Radna, a leading attorney specializing in divorce and family law in Long Island, and author of You’re Getting Divorced…Now What?  She has been featured in The New York Times, Newsday, WABC News, and News 12 Long Island, and recognized by the Long Island Business News as a Top 50 Women in Business in 2018. 

Listen in as Sandra shares her expertise in what you need to know about divorce and your finances. For instance, do you live in an equitable distribution or community property state? If you’re engaged, what is the best way to discuss with your partner a prenuptial agreement? How can you protect your inherited assets? Is your business considered a marital asset, and how can you determine the value of your business? How can estate planning help safeguard your property? Join us as we delve into what you need to know about the divorce process and how to protect your assets.

It’s been a year since the Covid lockdown, and the future is starting to look up with vaccines, reopenings, and passage of the $1.9 trillion American Rescue Plan Act. This stimulus coupled with past relief bills means that trillions of dollars have been spent. Eventually, someone will have to pay for it, and that someone usually means the taxpayer. As an entrepreneur and business owner, what are the tax implications for you? In this episode, our guest is Dan Clifton, Partner and Head of Policy Research for Strategas. Dan is a top ranked Washington policy analyst who served as the Executive Director of the American Shareholders Association and senior staff member in two gubernatorial administrations. He is a frequent guest on CNBC, Bloomberg, and Fox Business. Join us as Dan shares his insights into the political environment and how that could impact tax policies, from higher capital gains and dividend tax rates to reinstating state and local tax deductions. Listen in as we go beyond the politics and get to the facts.

What does success mean to you? What are the steps to get there? An accomplished author of 17 books—including Way of the Peaceful Warrior, which was made into the feature film Peaceful Warrior starring Nick Nolte—Dan Millman shares his insights into how we can all find more meaning and purpose in our business and personal lives. Millman draws on his life experiences that include personal challenges, such as a devastating motorcycle accident, and professional achievements, including former world champion athlete, university coach, martial arts instructor, and college professor, and helps us to identify those changes we should be looking to make to positively impact our lives and businesses in 2021.