Blueprint for Wealth

By Wayne M. Zell

"Blueprint for Wealth" - Hosted by an Entrepreneur FOR Entrepreneurs.

Wayne Zell interviews a diverse range of experts and entrepreneurs, providing listeners with val

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FAQs about Blueprint for Wealth:

How many episodes does Blueprint for Wealth have?

The podcast currently has 64 episodes available.

Blueprint for Wealth episodes:

July 14, 2023 Family Holding Companies + Jacqui Arambula-- Co-Founder of Haulink
On this segment of Blueprint for Wealth, Wayne Zell discusses Family Holding Companies and interviews Jacqui Arambula-- Co-Founder of Haulink"We are Truckers. Haulink is a software platform and mobile application created for haulers by haulers. We know what it’s like to have to look for work, drive, keep track of paperwork, and then get paid on time (good luck with that!). We know what it’s like for our contractors in the field to need your project completed on time, with efficiency, and under budget."To learn more, visit us at zelllaw.comTo view the video version, go to https://youtu.be/fcx81exlf4U
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23min
July 14, 2023 Stock Options + David Wexler - Principal, Chief Design Strategist at Greenberg Wexler & Eig LLC.
On this segment of Blueprint for Wealth, Wayne Zell discusses Stock Options and interviews David Wexler - Principal, Chief Design Strategist at Greenberg Wexler & Eig LLC."Every member of Greenberg, Wexler & Eig understands that your insurance needs come first. We listen to your opinions and concerns. Because life insurance is complicated, we use a consultative approach to help you to develop a creative, customized solution that fits your needs. We help you through the underwriting process and then assist you in implementing. But most importantly – we will remain with you from beginning to end, checking in with you on a regular basis to make sure that the plan is performing effectively and monitor any changes to your situation.GWE works with a wide variety of insurance carriers in the marketplace. With multiple carrier representation, access to proprietary products and excellent in-house research and knowledge, we have the ability to provide objective advice that can lead to a better underwriting outcome that enhances long-term results."To learn more, visit us at zelllaw.comTo view the video version, go to https://youtu.be/l7qZIh0ieaA
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38min
May 16, 2023 Author Hour Podcast
Your Multimillion-Dollar Exit: Wayne M. Zell, JD, CPA - Author Hour
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35min
May 16, 2023 Management Succession Plans + Ryan Stewman-- Entrepreneur, Millionaire Mentor & Author
On this segment of Blueprint for Wealth, Wayne Zell discusses Management Succession Plans and interviews Ryan Stewman-- Entrepreneur, Millionaire Mentor & AuthorTo learn more, visit us at zelllaw.comTo view the video version, go to https://youtu.be/ofjJcGn0mPA
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37min
April 12, 2023 Board of Advisors + Jim Schleckser – CEO & Founder of The CEO Project
On this segment of Blueprint for Wealth, Wayne Zell discusses Board of Advisors, and interviews Jim Schleckser – CEO & Founder of The CEO Project."Our CEO peer groups consist of CEOs running large enterprises with revenues ranging from $20M to over $2 billion in annual revenue. They’re humble learners who are committed to continuous improvement and legacy impact.They have control over their schedule, so they can travel and meet the requirements of membership. And they come from a broad range of companies based on size, business model, and industry. In fact, business diversity is one of the unique characteristics of our approach – as many groundbreaking ideas come from lateral thinking from other industries.We have a national membership of about 100 CEOs who are formed into non-competitive groups of 8-10 members. Our small group size, compared to other CEO peer networks, ensures each member receives plenty of time on the critical issues that can drive their businesses forward."To learn more, visit us at zelllaw.comTo view the video version, go to https://youtu.be/nPOOPa3WB6o
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43min
April 03, 2023 Alternative Investments + Mimi Duff – Managing Director, Senior Client Advisor at GenTrust
On this segment of Blueprint for Wealth, Wayne Zell discusses Alternative Investments, and interviews Mimi Duff – Managing Director, Senior Client Advisor at GenTrust.
"GenTrust is an investment management firm built inside a wealth advisory firm. We created this dual structure to fulfill the needs of our clients, who sought holistic, efficient, and differentiated solutions that we believe did not exist elsewhere.
GenTrust offers a complete suite of capabilities by pairing an accomplished team of experienced financial advisors with an in-house investment team who previously managed billions of dollars for some of the world’s largest institutional investors."
To learn more, visit us at zelllaw.com
To view the video version, go to https://youtu.be/T48bw8Kq7vs
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31min
February 14, 2023 Alternative Investments + Interview with a Founding Principal of GenTrust, Eli Cohen
On this segment of Blueprint for Wealth, Wayne Zell discusses Alternative Investments, followed by an interview with a Founding Principal of GenTrust, Eli Cohen.
"GenTrust is an investment management firm built inside a wealth advisory firm. We created this dual structure to fulfill the needs of our clients, who sought holistic, efficient, and differentiated solutions that we believe did not exist elsewhere. GenTrust offers a complete suite of capabilities by pairing an accomplished team of experienced financial advisors with an in-house investment team who previously managed billions of dollars for some of the world’s largest institutional investors. GenTrust is nationally certified by the Florida State Minority Supplier Development Council as a Minority Business Enterprise."
To learn more, visit us at zelllaw.com
To view the video version, go to https://youtu.be/dQXBsbVXp30
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42min
February 14, 2023 What You Need to Know About Selling Your Business + Interview with Serial Entrepreneur, Venture Capitalist, & Former CEO, John Burton
On this segment of Blueprint for Wealth, Wayne Zell discusses What You Need to Know About Selling Your Business, followed by an interview with Serial Entrepreneur, Venture Capitalist, and Former CEO of Nintex and Updata Ventures, John Burton.
To learn more, visit us at zelllaw.com
To view the video version, go to https://youtu.be/-aBI_nEyqxo
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37min
February 14, 2023 Low Income Housing Tax Credit + Interview with the CEO of TM Associates, Bob Margolis
On this segment of Blueprint for Wealth, Wayne Zell discusses the Low Income Housing Tax Credit, followed by an interview with CEO of TM Associates, Bob Margolis.
"TM Associates ensures every opportunity to maximize a community’s value and profitability will be uncovered. Since 1978, we have been earning a reputation for diligence, dedication and service throughout the Mid-Atlantic and beyond, evidenced by countless apartment communities developed and managed to the meet the highest expectations and standards."
To learn more, visit us at zelllaw.com
To view the video version, go to https://youtu.be/TkeJwoHD9Y0
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25min
February 14, 2023 Board of Advisors + Interview with Serial Entrepreneur & Turnaround Specialist, John Becker
On this segment of Blueprint for Wealth, Wayne Zell discusses the 2023 Proposed Federal Budget, followed by an interview with Serial Entrepreneur and Turnaround Specialist, John Becker.
To learn more, visit us at zelllaw.com
To view the video version, go to https://youtu.be/jkOmJXHy7e8
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31min

FAQs about Blueprint for Wealth:

How many episodes does Blueprint for Wealth have?

The podcast currently has 64 episodes available.