Do It For Yourself with Stephen A. Taylor, JD, CFP®

Do It For Yourself with Stephen A. Taylor, JD, CFP®

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Do It For Yourself with Stephen A. Taylor, JD, CFP® episodes

  • Top Networking Secrets Everyone Must Know – Revealed by Peter Leighton! (Part2)

    Welcome back to the second part of our exclusive interview series with Peter Leighton! In this episode, Peter dives deeper into his top networking secrets, offering more valuable insights and practical strategies that every professional needs to master.


    Learn how to build stronger connections, enhance your networking skills, and leverage your relationships for greater success.

    Key Highlights:
    Advanced Networking Strategies: Peter reveals more sophisticated techniques for anticipating opportunities and strategically connecting people.
    Deepening Client Relationships: Discover how Peter builds deeper relationships with clients through active listening and understanding their unique needs.
    Enhanced Accountability: Learn the importance of maintaining accountability in networking and how to follow up effectively to ensure lasting connections.
    Mental Health and Professional Balance: Peter shares more about his personal mental health journey, emphasizing the importance of balance and seeking help when needed.
    Expanding Your Power Network: Tips on how to continuously grow and leverage a network of like-minded business developers.
    Mastermind Group Benefits: Further discussion on the advantages of joining mastermind groups and how they foster a supportive and growth-oriented environment.

    24 min
  • Top Networking Secrets Everyone Must Know – Revealed by Peter Leighton! (Part1)

    Welcome to Episode 38 of the Do It For Yourself Podcast! 🎙️


    In this episode, professional connector Peter Leighton discusses the dynamics of Networking Groups, the importance of networking and the characteristics of successful networkers.


    Discover why being a giver, practicing unconditional giving, showing appreciation, and being articulate and authentic are crucial for building lasting relationships. Learn the importance of staying committed and playing the long game in networking groups.

    • Successful networkers approach networking with a mindset of being a giver and practicing unconditional giving.
    • Being appreciative of others and learning about their business and interests is crucial in building relationships.
    • Articulation and authenticity are key when telling your story and explaining your passions.
    • Staying active and committed in networking groups is important for self-accountability and success.


      So does Steve agree with Peter?!?!?!? Tune in to find out in this lively and passionate conversation!

      🎧 Part 2 is coming up soon!

      #Networking #Entrepreneurship #BusinessGrowth #PeterLayton #DoItForYourselfPodcast #ProfessionalNetworking #BusinessNetworking #NetworkingTips

      🔔 Follow now to stay informed about the latest trends and expert advice, give us a thumbs up, and share your thoughts in the comments section. We're all about sparking conversations! Stay tuned for more interviews with industry leaders that inspire.

      33 min
    • How to Fight Fair & Trust in Difficult Money Conversations with Your Partner

      Hello friends! Welcome to a new episode of our podcast!

      Today, we are diving into a topic that affects countless couples - money conflicts! But fear not, because we're here to show you that it doesn't have to damage your relationship.

      Joining us in this episode is clinical psychologist Peggy Mustelier, who will be sharing strategies for having productive conversations about money, all while maintaining emotional intimacy and trust.

      Throughout the discussion, Peggy and Steve explore the root causes behind these conflicts, emphasizing the importance of emotional intelligence, curiosity, and clear communication in resolving them. They also touch on maintaining trust and recognizing triggers, as well as the benefits of taking breaks and focusing on the present issue at hand.

      Peggy offers invaluable insights into fighting fair while preserving the emotional bond, and provides practical tools that can be applied not only to discussions with a partner, but also with family members or business associates. These tools have the potential to transform heated arguments into opportunities for growth and deeper understanding.

      So, if you've been struggling with money conflicts in your relationship, or simply want to improve your communication skills, this episode is a must-listen. Get ready to gain practical insights and valuable strategies from Peggy Mustelier and Steve, as they guide you towards a healthier and more harmonious financial partnership.


      00:00 - Introduction to the Podcast

      03:36 - Meet Peggy Mustelier
      10:02 - The Role of Money in Relationships
      17:45 - Understanding Emotional Triggers
      25:28 - Effective Communication Strategies
      32:10 - Recognizing and Managing Triggers
      38:25 - Building Trust Through Vulnerability


      🔔 Follow now to stay informed about the latest trends and expert advice, give us a thumbs up, and share your thoughts in the comments section. We're all about sparking conversations! Stay tuned for more interviews with industry leaders that inspire.

      42 min
    • A Journey of Entrepreneurship: Pursuing your Passions while still Practicing Law with Daniel Novela

      From establishing his own law firm to venturing into unexpected territories like men's wear design and watch collecting, Daniel reveals the valuable lessons he learned along the way. Discover how Daniel's diverse interests not only enriched his personal life but also forged meaningful connections and opportunities in his professional sphere.

      Unveil the secrets behind his successful watch club, where enthusiasts converge to celebrate their shared passions and gain insights into Daniel's upcoming venture in the art rental business.

      Join us as we explore the boundless possibilities of merging passion and profession, and learn how you too can carve your own path to success. Don't miss out on this captivating discussion that promises to ignite your entrepreneurial spirit and inspire you to chase your dreams. Subscribe now for more enlightening conversations and exclusive content!

      Don't forget to subscribe for more discussions and actionable tips to level up your entrepreneurial journey! 🚀

      🔔 Follow now to stay informed about the latest trends and expert advice, give us a thumbs up, and share your thoughts in the comments section. We're all about sparking conversations! Stay tuned for more interviews with industry leaders that inspire.

      33 min
    • Mastering Your Business in 2024 with Josh Blum: Inside the World of Owner Advisory Groups

      #35 Mastering Your Business in 2024 with Josh Blum: Inside the World of Owner Advisory Groups

      Join me and Josh Blum in a deep dive into the world of mastermind groups and owner advisory boards! Let’s discover the transformative power of mastermind groups in this engaging podcast episode.


      Dive into the importance of structured collaboration, peer support, and vulnerability in achieving business success.

      Learn how owner advisory boards can provide invaluable feedback, guidance, and growth opportunities for entrepreneurs and professionals alike. Gain insights into the key elements of successful mastermind groups and unlock your potential for personal and professional development.
      Don't miss out on this enlightening conversation that could revolutionize the way you approach your business endeavors. It's a commitment to personal and professional development. 💼💡
      #businessstrategy #businessmodel #businessstrategy #businessmodel #mastermindgroups #peeradvisory #businessgrowth #professionaldevelopment #successmindset

      35 min
    • Immersing yourself in Theater with Tanya Bravo | How Juggerknot Theater Company Redefines Theater

      #34 Immersing yourself in Theater with Tanya Bravo | How Juggerknot Theater Company Redefines Theater

      Join us on an immersive journey with Tanya Bravo, the artistic director of Juggerknot Theater Company, as she unveils the untold story behind the company's evolution from a humble beginning to a groundbreaking force in the world of theater. In this captivating podcast episode, hosted by Steve Taylor, Tanya shares her insights and experiences, delving into the challenges and triumphs of her entrepreneurial venture.
      Starting as an actress and driven by a passion for theater, Tanya recounts the early days of Juggerknot, where she defied conventions and transformed abandoned spaces into vibrant theaters, bringing her vision to life with shoestring budgets and boundless creativity. Witness the birth of immersive theater in Miami as Tanya discusses her pivotal encounter with Tamila Woodard and the inspiration behind reinventing storytelling through audience participation.
      Discover the magic of immersive theater as Tanya unveils the secrets behind creating unforgettable experiences, from site-specific shows like Miami Motel Stories to the groundbreaking Conjuring the King, where audiences are transported into the world of an Elvis fan club with mesmerizing depth and authenticity. Experience the thrill of being an active participant in the narrative, where every touch, every interaction, becomes a part of the story.
      But beyond the spectacle lies a profound message of empathy and connection. Tanya reflects on the transformative power of theater to foster understanding and empathy, allowing audiences to walk in someone else's shoes and experience the world through different perspectives.
      As Juggerknot Theater Company continues to push boundaries and redefine theater, Tanya envisions a future filled with innovation and collaboration. From reinventing Miami Motel Stories to exploring new artistic frontiers, the journey ahead promises excitement and growth.
      Join Tanya Bravo on this enlightening podcast episode, where the journey from actress to artistic director unveils the heart and soul of immersive theater, inviting audiences to embrace the magic of storytelling in its most immersive form. Don't miss out on this tale of creativity, resilience, and the power of imagination!


      #immersivetheater #theaterinnovation #journeyofartistry #EmpathyThroughStorytelling #juggerknottheatercompany

      31 min
    • #33 From Teacher to Founder: The Journey of Protecting Your Jewelry's True Value with Digipraise

      Do you want to ensure the security of your treasured items?


      Let’s Unlock the hidden world of jewelry insurance with Alison McLaney!


      Tune in to see how Alison, with her expertise, navigated through the complexities of jewelry valuation, making strategic decisions that not only enhanced Digipraise's offerings but also stayed aligned with her core values of transparency and trust.

      Join us for valuable insights and Alison's inspiring story!

      Don't miss this chance to enhance your understanding and protect your valuable pieces.


      Hit that follow button so you won't miss out on our future episodes. , leave a review, and share your thoughts in the comments. We're all about sparking conversations! Stay tuned for more interviews with industry leaders that inspire.


      🌐 Let's connect!

      Website: www.meritedwealth.com/

      LinkedIn: www.linkedin.com/company/meritedwealth/
      Instagram: www.instagram.com/meritedwealth/
      Facebook: www.facebook.com/profile.php?id=100090138570648
      Twitter: twitter.com/satwealthman

      Podcast: https://podcasts.apple.com/us/podcast/do-it-for-yourself-with-stephen-a-taylor-jd-cfp/id1613342945


      🔗 Alison McLaney

      LinkedIn: https://www.linkedin.com/in/alisonmclaney/

      Instagram: https://www.instagram.com/alimclaney/
      Facebook: https://web.facebook.com/alison.mclaney


      🔗Digipraise

      LinkedIn: https://www.linkedin.com/company/digipraise/
      Instagram: https://www.instagram.com/digipraise/
      Facebook: https://web.facebook.com/digipraise.us


      Thanks for being here, and we're excited to share more real stories with you!

      30 min
    • #32 How to Master the Art of Fundraising for Entrepreneurs with Steve Taylor & Matt Wolf

      Sit down with Steve Taylor and Matthew Wolf as they explore the intricacies of fundraising for entrepreneurs. This video is a must-see for any entrepreneur looking to excel in fundraising and elevate their business.

      Find out the 'why' behind Steve's regrets, wishing he had met Matt 10 years ago 💭

      Steve Taylor, the founder of Merited Wealth, and Matt Wolf, Head of Advisory at Journey Business Plans, join us in this episode where they share their insights and advice on:

      • Crafting a comprehensive fundraising strategy to determine the optimal amount and timing of capital for your startup
      • Navigating negotiations with investors to safeguard your ownership and control of your company
      • Effectively pitching your idea and articulating your value proposition and competitive advantage
      • Cultivating strong investor relationships built on trust and transparency
      • Leveraging consulting services and professional guidance to surmount the challenges and intricacies of fundraising
      • Whether you're a seasoned startup founder or an aspiring entrepreneur, this video offers invaluable lessons and strategies to master the art of fundraising and drive your business toward success.

        Stay in the know—hit play now! 🎧 Your journey to understanding and maximizing the value of your company starts here.

        🔗 Hit that follow button so you won't miss out on our future episodes. , leave a review, and share your thoughts in the comments. We're all about sparking conversations! Stay tuned for more interviews with industry leaders that inspire.

        🌐 Let's connect!

        Website: www.meritedwealth.com/

        LinkedIn: www.linkedin.com/company/meritedwealth/
        Instagram: www.instagram.com/meritedwealth/
        Facebook: www.facebook.com/profile.php?id=100090138570648
        Twitter: twitter.com/satwealthman

        Podcast: https://podcasts.apple.com/us/podcast/do-it-for-yourself-with-stephen-a-taylor-jd-cfp/id1613342945

        🔗 Matt Wolf

        LinkedIn: https://www.linkedin.com/in/davidhern/

        Instagram: https://www.instagram.com/davidherncpa/
        Facebook: https://www.facebook.com/david.hern?ref=br_rs

        Thanks for being here, and we're excited to share more real stories with you!

        30 min
      • #31 Expert Insights on Navigating Business Valuation and Maximizing Value with David Hern

        Ever wondered where your business stands today and where it's headed?


        Here's a stat: only 30% of businesses make it to the second generation, and just 10% make it to the third.


        Join us on a journey through the ins and outs of the business world. We'll talk about finance, break down partnership dynamics, and share practical advice for those thinking about selling or growing. 💼


        Join Stephen Taylor, JD, CFP®, in an exclusive and unfiltered conversation with ⁠our seasoned expert, David Hern , who sheds light on the importance of planning strategically and warns against getting stuck in an expense-driven mindset. 📊 Whether you're running a small business or dreaming about its future, this podcast provide a practical roadmap for making informed decisions.


        Get ready for a mix of practical wisdom, strategic guidance, and actionable takeaways that can help you navigate the ever-changing business landscape. 🎙️


        This podcast is your ticket to absorbing valuable lessons that could transform how you approach your business.

        Stay in the know—hit play now! 🎧 Your journey to understanding and maximizing the value of your company starts here.


        🔗 Hit that follow button so you won't miss out on our future episodes. , leave a review, and share your thoughts in the comments. We're all about sparking conversations! Stay tuned for more interviews with industry leaders that inspire.


        🌐 Let's connect!

        Website: www.meritedwealth.com/

        LinkedIn: www.linkedin.com/company/meritedwealth/
        Instagram: www.instagram.com/meritedwealth/
        Facebook: www.facebook.com/profile.php?id=100090138570648
        Twitter: twitter.com/satwealthman

        Podcast: https://podcasts.apple.com/us/podcast/do-it-for-yourself-with-stephen-a-taylor-jd-cfp/id1613342945


        🔗 David Hern

        LinkedIn: https://www.linkedin.com/in/davidhern/

        Instagram: https://www.instagram.com/davidherncpa/
        Facebook: https://www.facebook.com/david.hern?ref=br_rs


        🔗 Sofer Advisors

        LinkedIn: https://www.linkedin.com/company/sofer-advisors/

        Facebook: https://www.facebook.com/soferadvisors


        Thanks for being here, and we're excited to share more real stories with you!

        44 min
      • #30 - Corporate Values Over Profits: A Hospitality Brand’s $2 Million Commitment to it’s Core Mission with Ignacio Garcia Menocal

        Dive deep into the heart of Grove Bay Hospitality Group's exceptional journey as we explore the profound commitment to corporate values over profits.


        Join Stephen Taylor, JD, CFP®, in an exclusive and unfiltered conversation with Ignacio Garcia-Menocal, the visionary Co-Founder and CEO of Grove Bay Hospitality Group.


        Discover the extraordinary tale of a $2 million commitment to the core mission during challenging times. Ignacio's transformative leadership has not only earned the group prestigious accolades but has also solidified its place as one of the most influential restaurant brands.


        From being named among the Top 25 Innovative Multi-concept Restaurant Groups to receiving the 2018 Business of the Year award, explore the narrative that goes beyond business — a narrative of resilience, integrity, and unwavering dedication to corporate values.


        Tune in now to witness how Grove Bay Hospitality Group, under Ignacio's guidance, made tough financial decisions while staying true to its core mission. This episode is a testament to the belief that sometimes, corporate values are worth more than profits. 🎙️🌐

        31 min

      About Do It For Yourself with Stephen A. Taylor, JD, CFP®

      From the publisher's feed

      Join Steve Taylor and his professional business owner and entrepreneur guests as they have those discussions on the challenges around starting and growing your own business. From starting his law firm…