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Decision Dialogues
By Modera Wealth ManagementSociety & CultureBusinessEducationSelf-ImprovementPersonal JournalsInvesting
Decision Dialogues episodes
- Entrepreneurial Inspiration from Unexpected PlacesOn Episode 24 of Decision Dialogues, Mark Willoughby and Mindy Neira are joined by Terry Lyons, founder and managing partner of Lyons & Associates, P.C., a firm specializing in divorce and family law. Terry talks about the shift that occurred in her life that caused her to leave the big firm where she worked previously and start her own firm, and how the inspiration from that shift came from a very unexpected place. She recalls important decisions with massive financial impact that she's made, both good and bad, and analyzes the reasons for each of them.Get the full show notes and more resources at ModeraWealth.com/DecisionDialogues23 min
- A Fighter at Heart: Strength and Resilience in the Face of AdversityOn Episode 23 of Decision Dialogues, Jennifer Faherty speaks with Dr. Kelly McNally Passarelli, dentist and owner of McNally Passarelli DDS. Kelly talks about how her passion for dentistry emerged at a young age after her experience with cleft lip and palate. She shares how she navigated the painful loss of her husband and, through resilience and a strong support system, learned to run the practice on her own.Get the full show notes and more resources at ModeraWealth.com/DecisionDialoguesConnect with the guests and other listeners on our listeners' forum: LinkedIn.com/groups/14008820/31 min
- Patients First: Success in Medical PracticeOn Episode 22 of Decision Dialogues, Mark Willoughby and Tom Orecchio welcome Dr. Sameera Daud of Metropolitan Endocrinology in Edgewater, New Jersey, to talk about her experiences as a new small business owner. Having previously worked for another private practitioner for twelve years, Dr. Sameera talks about how now, running her own practice, she is able to make business decisions that ultimately benefit her patients, thereby increasing referrals through word-of-mouth thanks to her patient-first approach, among many other topics.Get the full show notes and more resources at ModeraWealth.com/DecisionDialogues26 min
- Advocacy and EmpowermentOn Episode 21 of Decision Dialogues, Mindy Neira joins Jennifer Faherty to speak with Maria McGinley, Managing Partner at Mayerson and Associates. Maria discusses how she decided on a major career shift from teaching to law, through which she represents the families of children with autism and other disabilities. She also offers advice to other women pursuing law, emphasizing the importance of mentorship and empowering, supportive networks.Get the full show notes and more resources at ModeraWealth.com/DecisionDialogues33 min
- Bold, Innovative EntrepreneurshipOn Episode 20 of Decision Dialogues, Jennifer Faherty and Victoria Consoles speak with Deepak Shrivastava, CFO of The Flex Company, co-founder of Porter & Sail, and former CEO of Hotel Credits. Deepak discusses the risks he navigated as he took the leap to start Porter & Sail. He shares insights on how he raised capital and incubated a startup within Porter & Sail, highlighting the value of betting on oneself.Get the full show notes and more resources at ModeraWealth.com/DecisionDialogues22 min
- Striking a Healthy BalanceOn Episode 19 of Decision Dialogues, Victoria Consoles and Mark Willoughby are joined by Dr. Cathy Gurman, who co-runs Westwood Family Chiropractic with her husband, Dr. Jett Gurman. Cathy discusses her experience starting a practice directly out of chiropractic school, shares insights on how she balances her business, her patients, and her family life, and highlights the importance of knowing when and where to seek help.Get the full show notes and more resources at ModeraWealth.com/DecisionDialogues27 min
- Striking a Healthy Balance - Ep 19
On Episode 19 of Decision Dialogues, Victoria Consoles and Mark Willoughby are joined by Dr. Cathy Gurman, who co-runs Westwood Family Chiropractic with her husband, Dr. Jett Gurman. Cathy discusses her experience starting a practice directly out of chiropractic school, shares insights on how she balances her business, her patients, and her family life, and highlights the importance of knowing when and where to seek help.
Get the full show notes and more resources at ModeraWealth.com/DecisionDialogues
27 min - Sweet SuccessOn Episode 18 of Decision Dialogues, Jennifer Faherty and Tom Orrechio are joined by JJ Krachtus, president of Conrad's Confectionery in Westwood, New Jersey. Conrad's has been serving candy and ice cream in Bergen County since 1928. JJ talks about this multi-generational, family-owned business, the decisions he made which led to him “taking over” the enterprise, and the many difficult choices COVID-19 brought on him and the employees of Conrad's.Get the full show notes and more resources at ModeraWealth.com/DecisionDialogues26 min
- Sweet Success - Ep 18
On Episode 18 of Decision Dialogues, Jennifer Faherty and Tom Orrechio are joined by JJ Krachtus, president of Conrad's Confectionery in Westwood, New Jersey. Conrad's has been serving candy and ice cream in Bergen County since 1928. JJ talks about this multi-generational, family-owned business, the decisions he made which led to him “taking over” the enterprise, and the many difficult choices COVID-19 brought on him and the employees of Conrad's.
Get the full show notes and more resources at ModeraWealth.com/DecisionDialogues
26 min - Passion for What You Do - Ep 17On Episode 17 of Decision Dialogues, Jennifer Faherty hosts a discussion between Victoria Consoles and Lisa Cross, owner and operator of Sweat Threadz, a custom athletic clothing shop. Lisa talks about her unconventional career trajectory, working as a pediatric ICU nurse, then a triathlon coach, to founding Sweat Threadz. She provides insight into her decision making process and explains some of her biggest successes and failures. Get the full show notes and more resources at ModeraWealth.com/DecisionDialogues28 min
About Decision Dialogues
From the publisher's feed
Are you paving the way for the life you want? Facing decisions that may affect you personally and financially? The Decision Dialogues Podcast, brought to you by Modera Wealth Management, presents personal stories covering pivotal moments and their impact on one’s overall financial goals.
In a world where money matters are often unspoken, you will hear candid, personal accounts from a wide spectrum of successful individuals. You will learn about the decisions they faced— and gain inspirational perspectives you can use when the time comes for you to make critical choices of your own.
You have the power to write your own story.
Connect with the guests and other listeners on our listeners' forum: LinkedIn.com/groups/14008820/
Modera is an SEC registered investment adviser which does not imply any level of skill or training. For additional information see our Form ADV available at www.adviserinfo.sec.gov which contains a full description of our business, operations and service offerings including fees. Statements made in the podcast are not to be construed as personalized investment or financial planning advice, may not be suitable for everyone and should not be considered a solicitation to engage in any particular investment or planning strategy. Statements made are subject to change without notice.