Connected by Community

With tax season quickly approaching, do you have a CPA you can turn to for help? Today we get to hear from Brian Johnson, CPA. Brian is a partner at SuggsJohnson which is a leading tax, accounting, and consulting firm in the upstate. Brian tells us why he left a “big 4” accounting firm and how he is able to help make an impact on the clients and families he serves.

Brian Johnson, CPA

864-226-0306

suggsjohnson.com

Can you never stick to your New Year’s resolutions? Let Bryan and Cameron with Ballentine Capital Advisors help you set some easy financial resolutions that you can stick to. They help explain why being prepared for the unexpected is so important in today’s crazy world. Other topics of discussion are can you afford to retire, investment strategies, insurance needs, and even strategies for small business owners to consider in the new year. Tune in to learn more about how you can start the new year off on the right foot.

Ballentine Capital Advisors

864-322-6046

Ballentinecapital.com

Are you looking for a heating and air company that you can trust? Look no further, Long Heating & Air can help with your HVAC and the preventative maintenance needed to keep your system running all year long. Jason Weaver, service manager with Long Heating & Air tells us about how they serve the entire upstate communities and even Columbia, SC. Tune in to find out how often you should be changing your air filters, why newer homes could be experiencing air quality issues, and why it is important to be cleaning your air filters more frequently if you have pets.

Long Heating & Air

864-213-9899

Longheatingandair.com

Today we hear from CERTIFIED FINANCIAL PLANNER™ Bryan Ballentine who founded the local financial planning firm Ballentine Capital Advisors. Bryan has always had a knack for helping others and he does it by educating his clients on how to make smart planning decisions. Bryan and his team have over 50 years of combined experience and numerous designations to help them pursue excellence for the families they serve. Be sure to tune in for more information and a few tips about financial planning.

Bryan Ballentine

Ballentine Capital Advisors ballentinecapital.com

Lucy Hamm and Lila James with Best Version Media joined us on the podcast to talk more about their monthly interactive publications where the readers are the writers. Best Version Media helps connect people and local businesses, giving them a chance to advertise within their local community. They have found that 9/10 people that receive the magazines every month read the content inside. They also use social media to help reinforce the advertisements and increase brand awareness for their clients. Tune in to hear some common misconceptions about print media, as well as details about an upcoming magazine for the Greer community.

Best Version Media

Lucy Hamm – 803.465.0008 or [email protected]

Lila James – 864.630.9931 or [email protected]

Marti Spencer, CEO and Executive Director of Ronald McDonald House Charities of the Carolinas joins us on the podcast today! Marti tells us how RMHC started, what they provide right here in the upstate and how we can all be a part of their mission!

Ronald McDonald House of the Carolinas

706 Grove Road, Greenville, SC 29605

864-235-0506

www.rmhc-carolinas.org "

Are you feeling tired, anxious, or stressed out? One reason might be because our food quality is just not what it used to be. Dr. Katherine Birchenough from OptimalSelf MD specializes in functional medicine to help her clients face their challenges with outside of the box solutions. She was one of the first physicians in South Carolina to be certified in functional medicine which helps restore balance in the body and remove roadblocks, giving your body what it needs to operate at the highest level. Her services can help you with nutrition, digestion, immune regulation, inflammation, detoxification, anxiety, sleep and so much more. The goal is to make you feel better than you have in years, not to just cover up or hide your symptoms. Another service she provides is IV therapy which can help with everything from nutrient deficiencies, to a hangover, and much more. Tune in to find out how her team can help you feel better, and what other services OptimalSelf MD offers such as aesthetics and plastic surgery.

OptimalSelf MD

864-663-1266

When you wake up in the morning, ask yourself what three things must be completed today to better yourself. Once you’ve answered those, ask yourself what three things must be completed today to better your business. Today we hear from Toby Stansell, CEO of Cargo Agency. He talks to us about how intense struggles can create trust and respect, leading to long-term relationships. Toby helps big brands connect to small business clients, and explains how important communication really is. Be sure to tune in to learn more about his tips for a successful career and his exciting new book deal with Forbes.

Toby Stansell Cargo Agency thecargoagency.com

After serving our country in the U.S. Marine Corps while being deployed to Iraq and Afghanistan, Nate Moore decided to retire in Greenville and help start a non-profit for other veterans like himself. 10 years later, Upstate Warrior Solution serves over 1,000 veterans per year. Their mission is to help connect every veteran in the upstate and provide them with a variety of resources they may need. They have a wide range of services which include finding veterans employment, navigating VA benefits, or simply just connecting you with other veterans in the community. Upstate Warrior Solution now has 4 locations to better serve the community including Greenville, Pickens, Spartanburg, and Anderson. Tune in to learn about Nate’s time serving as a Marine and how to get involved or even volunteer to give back to our local veterans.

Upstatewarriorsolution.org

864-520-2073

Find a banker who puts you first. This is exactly what Cal Hurst and Colby Ebert with Southern First Bank believe in. Southern First brings a team of diverse professionals, dedicated to building a relationship and trust with every client. They help better prepare their clients for the future and have a goal of making a positive impact on as many people as they can. Over the last 23 years, Southern First has organically grown to better serve its surrounding community, including Atlanta, Charleston, Charlotte, Columbia, Greensboro, Greenville, Raleigh, and Summerville. Make sure to tune in to hear details on the market from the Southern First president Cal Hurst, and where you can find their new headquarters located in Greenville.

Southern First Bank

877-679-9646

southernfirst.com