Coffee with Connections

Centurion understands you may have some questions about the hot real estate market and how this could impact on your retirement plan. This live conversation was recorded in late April of 2022. In this podcast, you'll hear the latest real estate market commentary from Sondra Mulheron & Pam Schiattareggia of Compass. Crucial for anyone looking to buy or sell a home in today's fast-moving market.

This is not investment advice. Please consult a professional. This live event was recorded as an educational webinar and made available in podcast form here. 

Katie Allison is the Director of Advancement for Jill's House, a Christian non-profit that provides families raising kids with intellectual disabilities, ages 6-17, with short-term overnight respite care in the DC metro area and around the country. Centurion Wealth has been a strong supporter of their mission and today we learn more about how Jill's House got started and ways they are helping the community. 

Kids enjoy fun activities tailored to their interests and abilities for 24-48 hour stays, meanwhile their parents get a chance to rest and recharge. We offer care for the whole family through regularly scheduled typical sibling nights, parent support groups, and family retreats.

Centurion Wealth Co-Founder, Wendy Payne joins the podcast to discuss why she wakes up everyday passionate and eager to help others achieve financial freedom.  

In light of the recent geopolitical crisis developing between Russia and Ukraine, we wanted to provide you with resources and firsthand commentary from a global market strategist at J.P Morgan, Jack Manley. Our thoughts are first with the innocent civilians caught up in these events. Because of the interconnectedness of the world's economies, events like this can affect the markets, so it's important to understand both the short term and long-term impacts.

Lawrence J. Eisenberg, Esquire is principal and founder of Lawrence J. Eisenberg, P.C. / Compensation Law Group, a law firm located near Nashville, Tennessee. Larry maintains an almost one-of-a-kind specialty in pooled income funds (PIFs), in particular new PIFs. What attracted Larry to pooled income funds is their unique and virtually unknown potential to solve a wide range of tax, personal, charitable, and social objectives. Larry also maintains a national-scope law practice specializing in ERISA (qualified and nonqualified plans) and compensation planning matters, for almost 40 years.

Zechariah Schaefer is an Advice-Only Financial Planner for Gen Z & Millennial Crypto Investors & STEM/Healthcare Professionals. He founded Ascent Personal Finance to empower young people to build financial freedom. In this episode, we discuss crypto, the ever-changing financial service industry, retirement and much more. 

Patagonia's Director of Philosophy, Vincent Stanley joins Cooper the Pod to discuss founding the company with his uncle, Yvon Chouinard, climate change, the pandemic, work-life balance, leadership and what he is most proud of from decades in business.

Gabe Muller joins the pod this week! Gabe is the Chief Operating Officer at Campbell Wealth Management, a Consultant, a Podcaster and even a Pilot! Join Cooper and Gabe for a great conversation on corporate culture, leadership, social media marketing, financial services and aviation! 

Shana Orczyk Sissel, CAIA is the Chief Investment Officer at Spotlight Asset Group and is our guest this week. Cooper and Shana discuss a number of topics, including alternatives/crypto in traditional portfolio allocation, #womeninfinance, the Fed and interest rates and more. Shana appears often on Fox News Business, CNBC and Yahoo Finance as a market Commentator. Enjoy!

Randy Fox, CFP®, AEP® is a nationally known wealth strategist, philanthropic estate planner, educator and speaker. He has dedicated his career to helping individuals, professional advisors, charitable institutions and planned giving organizations “do well while doing good.” He joins Cooper today on the podcast to discuss a wide range of financial planning topics. Concepts like Pooled Income Funds (PIFs), art succession planning and tax conscious asset management for HNW families.