Have you ever wondered how a chance encounter at a Christmas party could change the course of your career? Or how a former dressmaker from New York found his calling in financial advising amidst a market crash? In this episode of Carlsbad: People, Purpose, and Impact, I had the pleasure of chatting with Andrew Lippman, who shares his fascinating journey from the bustling streets of New York to the welcoming embrace of Carlsbad.

Andrew's story is one of remarkable adaptability and resilience. He talks about transitioning from the declining garment industry to finance, all while highlighting the importance of building long-term relationships with clients. His commitment to community extends beyond his professional life; you'll hear about his involvement with Kids For Peace and his passion for competitive pickleball, which he uses as a platform for charity.

Join us as Andrew opens up about his love for the performing arts, his culinary talents, and how he continues to nurture connections across state lines. Whether you're interested in finance, community engagement, or simply love a good story of personal growth, this episode is for you! Connect with Andrew through his website and LinkedIn for more insights and stories.

Andrew Lippman's Bio:

I am very happy and proud to say I am now a Carlsbad resident for almost 14 months. I grew up in Queens, NYC and lived most of my prior adult life on Long Island. After graduating college I worked in NY's Garment Center. Where I bought dresses for a Midwest Department store chain before becoming a Dress Manufacturer. In 1986 I went back to school at night to take finance courses at NYU. I passed my Series 7 Brokers license exam in August 1987. In October of 1987 the Stock Market crashed. Suddenly I realized I needed to pivot to a more Holistic approach for Financial Advice. I got my Life Insurance License and embarked on a 37 year journey of Financial Education which has helped me deliver quality cutting edge advice to my clients as an independent highly credentialed financial adviser.

Andrew Lippman, CFP®, AIF®, ChFC®, CLTC®, CFS®, CSSCS

Certified Financial Planner® Chartered Financial Consultant® Accredited Investment Fiduciary® Certified in Long Term Care® Certified Fund Specialist®

Certified in Social Security Claiming Strategies

As an Accredited Fiduciary with 37 years of experience, I specialize in using advanced award-winning Financial Software to assist in designing a truly personalized financial plan. I enjoy helping people and my work gives me much satisfaction. I do Pro Bono work often and offer advice when and where it can be of benefit. I am single with no children of my own and I'm an avid tournament tough pickle-ball player. I am also a Serious Foodie and love and support live theater.

Connect with Andrew:

Complimentary Cutting Edge Financial Planning Discovery Surveys:

-HALO - Health Analysis Longevity Optimizer

https://halo.lumiant.io/advisor/inwealth

-RISA - Retirement Income Style Awareness

https://account.myrisaprofile.com/invitation-link/9LC2FD8C9M

-Riskalyze - Award Winning Risk Profile Analysis

https://pro.riskalyze.com/embed/da0478849b912f7b75c3

-Atlas Point - Financial Virtues

https://atlaspoint.qualtrics.com/jfe/form/SV_1MOUlguEn4AIWq2?uid=61TVHIY86

-Website: InWealth.com

-Email: [email protected]

-LinkedIn: linkedin.com/in/andrew-lippman-cfp®-aif®-3aa91417b

-Phone: 442-244-0563

Did this episode have a special impact on you? Share how it impacted you

Carlsbad Podcast Social Links:
LinkedIn
Instagram
Facebook
X
YouTube

Sponsor: This show is sponsored and produced by DifMix Productions. To learn more about starting your own podcast, visit www.DifMix.com/podcasting

Ever wondered how a simple cake can transform a child's life? In episode 142 of "Carlsbad: People, Purpose, and Impact," I dive into this heartwarming topic with the incredible Cari Yuen, San Diego County ambassador for Cake For Kids. From her roots in Hawaii to a dynamic career in Silicon Valley with tech giants like Boeing and Amazon, Cari's journey is nothing short of inspiring. But it's her current mission that truly captivates.

After relocating to Carlsbad for a purposeful sabbatical, Cari has poured her heart into Cake4Kids , a nonprofit delivering birthday joy to foster children and underserved youth. Cari shares how this initiative, started by Libby Grunder in 2010, is more than just about cakes—it's about spreading smiles and boosting self-esteem.

Join us as Cari recounts touching stories of the impact a cake can have, the pressing need for volunteers in North County, and the challenges foster youth face. Discover how you can make a difference, whether by baking, donating, or offering support. Tune in to feel inspired and learn how you can help ensure no child's special day goes unnoticed. Visit the Cake4Kids website to get involved. Don’t miss this heartfelt episode!

Cari Yuen's Bio:
Cari has been the San Diego County Ambassador since June 2024.  Cari recently moved to the area from Silicon Valley to retire early in order to support the local community and see the world.   Cari spent most of her career in Silicon Valley working for tech start ups and well known companies such as Oracle and Amazon Web Services.

Cari and her daughter became Cake4Kids volunteer bakers over 10 years ago when Cake4Kids opened its first chapter in the San Francisco Bay Area. She brings a variety of volunteer experience, where most of her time was spent with the Girl Scouts as a leader, day camp activities coordinator, and community service advisor.  

In her spare time, Cari enjoys dancing hula, crafting, baking, hiking and traveling. 

Connect with Cari:
If you’d like to donate or volunteer go to: 

https://donorbox.org/cake4kids-san-diego

If you’re a business owner and would like to find out how you can help, contact Cari at [email protected]
Facebook:
https://www.facebook.com/profile.php?id=61562874337366&mibextid=LQQJ4d
Cake4Kids San Diego Chapter website: https://www.cake4kids.org/chapters/sandiego

Did this episode have a special impact on you? Share how it impacted you

Carlsbad Podcast Social Links:
LinkedIn
Instagram
Facebook
X
YouTube

Sponsor: This show is sponsored and produced by DifMix Productions. To learn more about starting your own podcast, visit www.DifMix.com/podcasting

Have you ever wondered how a childhood interest in finance can transform into a lifelong passion for helping families with special needs? Join me, as I sit down with the remarkable Lily Fallah from Guide My Finances. In this episode of Carlsbad: People, Purpose and Impact, we explore Lily's fascinating journey from her Southern California roots to becoming a Chartered Special Needs Consultant.

Lily's story is truly inspiring. We delve into her career shift from working with financial giants like Morgan Stanley to embracing the flexibility of a boutique firm, allowing her to focus on her true calling. Her dedication to advocating for individuals with disabilities shines through her work with The Arc of San Diego, where she serves as a board member and treasurer.

But it's not all business! Lily shares her personal joys, including her recent engagement and adventures in Greece, as well as her love for community and nature. Discover how Lily blends her professional expertise with personal passions to make a significant impact in Carlsbad.

Tune in to hear how Lily is changing lives, one financial plan at a time! And don't forget to reach out to her for personalized financial guidance.

Lily Fallah's Bio:

My career in the financial services industry began in 2016. I've had the privilege of assisting both high-net-worth individuals and the business sector. My areas of expertise are diverse, covering everything from strategic 401(k) planning and tailored retirement strategies to customized portfolio management.

I enjoy every facet of my career and the area I find the most fulfilling is my work within the Special Needs community. This personal calling led me to earn the Chartered Special Needs Consultant® designation (ChSNC®) and I'm honored to be among a select group of financial advisors in the United States who hold this credential.

As a Chartered Special Needs Consultant (ChSNC®), my focus centers on supporting the disabled community with educated expertise, including: 

Evaluating a child's eligibility for crucial government benefits such as Supplemental Security Income (SSI), Social Security Disability Benefits, Medicare, Medicaid, and more.

Cultivating essential relationships with referral partners like estate planning attorneys, insurance brokers, and CPAs with specialized knowledge in serving the disabled community.

Navigating the management of assets within special needs trusts to ensure meticulous financial oversight.

Creating comprehensive, tailor-made financial plans that span both the client's and their disabled child's lifetimes.

My work in this community extends outside of the office. I'm proud to be an active contributor to The Arc of San Diego, a distinguished provider of special needs services. My involvement as a board member, Treasurer, and Chairman of the Investment & Finance Committee has given me a greater understanding of the needs of the families I support and extended my network of resources.

Beyond the world of numbers and strategies, you'll find me enjoying my friends and family, traveling and exploring.

Connect with Lily:
Email: [email protected]
Website: guidemyfinances.com
LinkedIn: Lily Fallah

Did this episode have a special impact on you? Share how it impacted you

Carlsbad Podcast Social Links:
LinkedIn
Instagram
Facebook
X
YouTube

Sponsor: This show is sponsored and produced by DifMix Productions. To learn more about starting your own podcast, visit www.DifMix.com/podcasting

What does it take to navigate the ever-evolving world of media and marketing? How does one transition from casting extras in Hollywood to leading marketing at a cutting-edge production studio? Join me as I dive into these questions and more in episode 140 of "Carlsbad: People, Purpose and Impact."

This week, I chat with the dynamic Mary Burt-Godwin, Director of Marketing at Loft 100 Studios. Mary's journey is nothing short of inspiring—from her early days at UC Santa Barbara to casting for iconic films like "Bring It On," and managing entertainment at LEGOLAND. She even took a detour into social media freelancing after a game show win!

Now at Loft 100 Studios, Mary is at the helm of innovative media production, from hosting TV shows like "America Trends" to organizing vibrant community events. We also delve into the transformative power of digital media, discussing its impact on public discourse and political campaigns.

Whether you’re a media enthusiast or just curious about creative careers, this episode is packed with insights and inspiration. Don't miss out—tune in and discover the intersection of creativity, technology, and community engagement!

Mary Burt-Godwin's Bio:
Mary Burt-Godwin is the Chief Communications Officer, Director of Marketing and an On Air Host at LOFT100 Studios. Her journey in the digital marketing space began over 15 years ago as a parenting + lifestyle blogger in 2008 which led to syndication in online magazines like TodaysMama.com and PopSugar.com and a regular weekly Fox 5 News segment called “Ask the Moms.” Eventually she transitioned to working as a social media strategist and account manager for clients like KAABOO Del Mar, Wonderfront Festival, San Diego Tourism Authority, Komen San Diego, and Marriott Hotels. Prior to entering the social media space, Mary worked for 5 years as an event coordinator for the global destination management company, Allied PRA, and for 7 years as an Extras Casting Coordinator at Stu Segall Productions for shows like Silk Stalkings, Pensacola Wings of Gold and the feature film Bring It On. She has spoken at several conferences such as Bloggy Boot Camp and Women Get Social, and is also the author of Dead Dads Club: Stories of Love, Loss and Healing by Daughters Who Have Lost Their Dads. Mary is a native San Diegan, [former] die-hard Charger fan, UCSB Gaucho, pop culture enthusiast and mother of two wicked-awesome daughters. 

Connect with Mary:

Website: loft100studios.com

Did this episode have a special impact on you? Share how it impacted you

Carlsbad Podcast Social Links:
LinkedIn
Instagram
Facebook
X
YouTube

Sponsor: This show is sponsored and produced by DifMix Productions. To learn more about starting your own podcast, visit www.DifMix.com/podcasting

Ever wondered how to transform a team from dysfunctional to dynamic? Or what it feels like to leap from a corporate career into entrepreneurship, akin to skydiving? Join me on this exciting episode of Carlsbad: People, Purpose and Impact, as I sit down with the inspiring Jani Jackson, founder of Develop Your Team.

Jani takes us through her fascinating journey from studying English Literature at Cal State Northridge to becoming a leader in team building and leadership development. With roots in Nebraska but a heart in Southern California, Jani has called Carlsbad home since 1981. Her impressive career at Farmers Insurance, where she navigated from data entry to leadership development, ignited her passion for creating cohesive teams.

We dive deep into Jani's transition from corporate life to entrepreneurship, discussing the challenges and thrills of starting her own venture. Discover her innovative, hands-on approaches to enhancing team dynamics, even in virtual settings, and her invaluable tips for fostering strong interpersonal relationships within teams.

Don't miss out on Jani’s offer for a free consultation at developyourteam.com. Tune in to explore how her expertise can revolutionize your team’s productivity and cohesion!

Jani Jackson's Bio:

Started Develop Your Team almost 10 years ago (and joined the Carlsbad Chamber within 3 months!)

Prior to that - Masters degree specializing in Adult Education & Training (Colorado State) and long corporate career at Farmers Insurance. Worked in a variety of areas there, typically leading a team after working in an area for a little while. Ultimately worked in Training & Development, learned about using experiential learning activities for team building, tested/practiced on my own team, and have been doing that ever since.

My goal is to create high-performing organizations that talented people truly want to be a part of. Programs are always custom-designed, focusing on the specific needs of each group. My core values: inclusion, growth, authenticity, and laughter.

I've lived in Carlsbad since 1981 and raised my two sons here. I love the outdoors, have one dog and two cats, and a yard that welcomes birds, butterflies, and bees.

In addition to active involvement with the Carlsbad Chamber, I am also very active with the Agua Hedionda Lagoon Foundation, Carlsbad Hi-Noon Rotary, and most recently, Cal State San Marcos College of Business Executive in Residence program.

I am also working on a book - all about teams. The book explores: What are the things that make teams highly effective at achieving their goals, and what are the things that get in the way?

Connect with Jani:

- Free 60-minute consultation click HERE!

- Website: developyourteam.com

- LinkedIn: www.linkedin.com/in/janijackson

- Email: [email protected]

- Phone: 760-652-5060

Did this episode have a special impact on you? Share how it impacted you

Carlsbad Podcast Social Links:
LinkedIn
Instagram
Facebook
X
YouTube

Sponsor: This show is sponsored and produced by DifMix Productions. To learn more about starting your own podcast, visit www.DifMix.com/podcasting

Ever wondered how cutting-edge technology is revolutionizing the fitness world? Or how a life-changing event can steer someone into a new career path? In Episode 138 of Carlsbad: People, Purpose and Impact, I dive into these fascinating topics with Samir Satwah and Ben McCoy, co-owners of the Smart Fit Method in Carlsbad.

Samir shares his compelling journey from IT to health coaching after brain surgery turned his life around, leading him to co-own the very gym that transformed his health. Meanwhile, Ben recounts how injuries derailed his athletic career, but ignited a passion for holistic health, steering him towards Smart Fit.

We explore the origins of the Smart Fit Method, birthed by the innovative father-son duo, Connor and Rob, and their mission to make elite fitness technology accessible to all. Discover how machines like the ARX, Vasper, and Ride O2 are not just for astronauts anymore, but for anyone seeking longevity and quality of life.

Curious about a workout that packs a punch in just 20 minutes? Tune in to learn more and get inspired to visit their Carlsbad location for a free demo! 

Samir Satwah & Ben McCoy's Bio:

We are a longevity and health span-focused fitness

studio franchise that harnesses the powers of artificial intelligence (AI),

exercise robotics, customized optimal training, app support, nutrition,

certified personal training, coaching, and health and recovery research. 

All of our efforts intersect to increase people’s

quality of life. We activate the perfect workouts for our clients every time

they come in, and typically, in a fraction of the time they think is needed.

Connect with Samir and Ben:

Website: smartfitmethod.com 

Offer: We are offering a free in person training session, and 50% off the first month at our Carlsbad location!

Did this episode have a special impact on you? Share how it impacted you

Carlsbad Podcast Social Links:
LinkedIn
Instagram
Facebook
X
YouTube

Sponsor: This show is sponsored and produced by DifMix Productions. To learn more about starting your own podcast, visit www.DifMix.com/podcasting

Welcome to Episode 137 of the "Carlsbad: People, Purpose and Impact" podcast! Ever wondered how a paramedic turned stay-at-home dad could revolutionize plastic recycling? Join me as I sit down with the visionary founder of Plastic Beach, Matthew Clough.

Matthew's journey is nothing short of fascinating. From the UK to California, his diverse career path led him to question the massive plastic waste in the motorcycle industry. This curiosity sparked the creation of Plastic Beach, a groundbreaking initiative focusing on recycling the often-overlooked soft plastics.

But why are soft plastics so tricky to recycle, and how is Plastic Beach tackling this challenge? Matthew shares insights into their innovative partnership with Trex, turning waste into sustainable decking materials. Plus, learn how their consumer program, complete with subscription services and drop-off points like Agua Hedionda Lagoon, is making recycling accessible and effective.

Matthew emphasizes the power of community and collaboration in solving the plastic crisis. Whether you're an Eco-conscious individual or a forward-thinking company, discover how you can join the mission to transform plastic waste into a resource.

Dive into this episode for a deep dive into the future of recycling and how you can be part of the change! 

Matthew Clough's Bio:

I used to be an EMT and then a paramedic and it's this previous career of public service, combined with the worry of being a father leaving a polluted world, that has spurred me to tackle the ignored problem of soft plastic packaging recycling.

By tackling this issue I not only want to show it can in fact be tackled, but also to set a wider example that huge 'deer in the headlight' issues like these, and others, like climate change and migration, can, and should be addressed- no matter how daunting that seems!

Connect with Matthew:

Enroll your business in our recycling program now - visit our website www.plastic-beach.com

Email: [email protected]

Did this episode have a special impact on you? Share how it impacted you

Carlsbad Podcast Social Links:
LinkedIn
Instagram
Facebook
X
YouTube

Sponsor: This show is sponsored and produced by DifMix Productions. To learn more about starting your own podcast, visit www.DifMix.com/podcasting

Ever wondered how a diagnosis can completely pivot your career path? In episode 136 of Carlsbad: People, Purpose and Impact, I sit down with Ian Walhert, an inspiring ADHD life coach, to explore this fascinating journey. From pursuing mechanical engineering to embracing psychology, Ian's story is a testament to the unpredictable yet rewarding pathways life can offer. We delve into his decade-long adventure in Australia, his personal struggles, and how these experiences shaped his mission to support others with ADHD.

Ian opens up about his own challenges with ADHD, shedding light on the varied effects of medication and the critical role of lifestyle factors like sleep and nutrition. His coaching philosophy is all about personalization—turning intentions into actions, tackling work struggles, enhancing relationships, and organizing life for less stress and more productivity.

Intrigued by how virtual coaching can transcend borders, or how nature and movement can enhance a session? Ian shares his innovative approaches and offers a free 45-minute discovery call for those curious about his services. Tune in to learn how Ian empowers individuals to leverage their unique strengths and achieve impactful personal growth. Don’t miss this episode—your journey to understanding ADHD might just begin here!

Ian Walhert's Bio:

Ian graduated with a Bachelor of Science in Psychology from Oregon State University in 2009 and after several years of working in corporate toles, he attended the University of Sydney to graduate with a Master degree in Project Leadership. As a part of Ian’s personal journey growing up with ADD, he completed his specialty training in coaching with ADHD from ADDCA (ADD Coach Academy) in 2018.

Ian has worked in a range of corporate and consulting roles focused on learning and development, diversity and inclusion, and other people focused roles.

He has immersed himself in the local and global ADHD community via virtual groups, meetings, and conferences. Ian is continually collaborating with and learning from the amazing organizations on the frontlines of ADHD in the USA, Australia, and globally. He stays up to date on the latest research and challenges impacting the ADHD community.

Connect with Ian:

Website: www.adhdcoaching.life

Instagram: adhd_in_the_wild

Email: [email protected]

Did this episode have a special impact on you? Share how it impacted you

Carlsbad Podcast Social Links:
LinkedIn
Instagram
Facebook
X
YouTube

Sponsor: This show is sponsored and produced by DifMix Productions. To learn more about starting your own podcast, visit www.DifMix.com/podcasting

Ever wondered how a screenwriter and best-selling author transforms her literary world into cinematic magic? In episode 135 of the Carlsbad: People, Purpose and Impact podcast, I sit down with the talented Renee Carlino to uncover her incredible journey from the heart of Carlsbad to the big screen.

Join us as Renee shares her fascinating Portuguese-American heritage and her early days in San Diego County, where her dreams of working in film evolved into a passion for writing. Discover the grassroots strategy that catapulted her debut novel "Sweet Thing" to bestseller status, and how her determination led to a series of publishing triumphs.

But that's not all—Renee gives us a behind-the-scenes look at adapting her novel "Wish You Were Here" into a film, directed by Julia Stiles and starring Kelsey Grammer and Jennifer Grey. Plus, get an exclusive peek into her latest book, "This Used to Be Us," and the unique concept of a "nesting apartment."

From her family's love of surfing to her commitment to teaching, Renee's deep connection to Carlsbad shines through. Don't miss this inspiring episode filled with creativity, community, and a glimpse into what's next for Renee Carlino. 

Renee Carlino's Bio:

Renée Carlino is a screenwriter and the bestselling author of Before We Were Strangers, Swear On THIS Life, Wish You Were Here, Sweet Thing, Nowhere But Here, Sweet Little Thing, Lucian Divine, After the Rain, The Last Post, Shopping For Love, Blind Kiss, and - BRAND NEW - THIS
USED TO BE US.

Her books have been featured in national publications, including Cosmopolitan Magazine, InStyle Magazine, USA TODAY, Huffington Post, Latina magazine, Publisher's Weekly, Redbook, Sunset Magazine, Coastal Living and the
Union Tribune.

Her adaptation with Julia Stiles for “Wish You Were Here” is currently in production and scheduled for a 2025 release. 8/28/24, 12:54 PM Podcast Registration - Entries https://www.cognitoforms.com/carlsbadchamberofcommerce/podcastregistration/entries/1-all-entries/32 1/2

Renée grew up in California and lives in the San Diego area with her husband, two sons and their sweet pup John Snow Cash.

Connect with Renee:

Website: reneecarlino.com

Facebook: @authorreneecarlino

Instagram: @reneecarlino1

X/Twitter: @renayz

Did this episode have a special impact on you? Share how it impacted you

Carlsbad Podcast Social Links:
LinkedIn
Instagram
Facebook
X
YouTube

Sponsor: This show is sponsored and produced by DifMix Productions. To learn more about starting your own podcast, visit www.DifMix.com/podcasting

Ever wondered how to turn a heated argument into a harmonious dialogue? Or transform workplace tensions into opportunities for growth? Join me as I sit down with the insightful Scott Silk, founder of Olive Branch Solutions, on this episode of Carlsbad: People, Purpose and Impact.

Scott takes us on a journey from Louisville, Kentucky, to the sunlit shores of North County, California, sharing how his disillusionment with traditional litigation sparked a passion for mediation. Discover how Scott’s unique path—from law school in Denver to founding faculty at Pacific Ridge School—shaped his approach to conflict resolution and communication training.

We dive into the heart of Scott’s mission: promoting peaceful, nonviolent conflict resolution and equipping people with the skills to manage conflicts constructively. Learn about Olive Branch Solutions’ innovative services, from workplace mediation to dialogue facilitation, and how they help organizations prevent conflicts from escalating.

Plus, hear about Scott’s involvement with Hands of Peace and his commitment to fostering understanding across cultural divides. And, of course, we explore Scott’s love for outdoor adventures and his dedication to the vibrant Carlsbad community.

Tune in to discover how Scott Silk is making an impact, one conversation at a time! 

Scott Silk's Bio:

Scott Silk is a trainer, educator, facilitator, mediator, and lawyer. He is the principal at Olive Branch Solutions, a training team at NCRC, an

associate for Essential Partners, a dialogue and training organization in Cambridge, MA, and a history and social science teacher at Pacific Ridge School. He is especially proud of his work as a dialogue facilitator and the San Diego founder of Hands of Peace, a youth empowerment organization that builds understanding and supports agents of change in the Palestinian, Israeli, and American communities. He strongly believes that deep listening and inquiry have the power to bridge divides and build community.

Contact Information:

- Website: olivebranchedashsolutions.com 

- For new clients, Scott is offering a free 30-minute Conflict Coaching call.

- LinkedIn: Scott-silk

- Phone: (773)-620-9731

Did this episode have a special impact on you? Share how it impacted you

Carlsbad Podcast Social Links:
LinkedIn
Instagram
Facebook
X
YouTube

Sponsor: This show is sponsored and produced by DifMix Productions. To learn more about starting your own podcast, visit www.DifMix.com/podcasting