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:

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/

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/

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

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/

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/

🔗 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!

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. 🎙️🌐

One of the most misunderstood areas in the law are the rules and role of government benefits in the long term care puzzle. Will I lose my home if I accept Medicaid? Is the only place to get care in a nursing home or is there other options? Is it Medicare or Medicaid the benefit that I need?

In this episode, Steve sits down with Andy Bellinson to discuss the role of government benefits and help dispel some of the myths. As a former Florida Bar Board Certified Attorney in Elder Law, Steve reflects on a lot of his experience and knowledge to really make the conversation as pointed and useful for those trying to negotiation this very difficult time.

Steve Taylor is the founder and lead advisor at Merited Wealth, which is a Registered Investment Advisory firm. Steve has over 2 decades of experience advising clients on the legal and financial intricacies of their business and personal lives. Merited Wealth is focused on providing Financial Planning and Investment Management services for a limited amount of businesses and families. Our related business Merited Benefits focuses on providing Group Insurance Benefits and Retirement Plans for small, closely held businesses.

As always, please let us know what you think and never hesitate to email us at [email protected].

So you've spent years Saving for College and you've navigated the College Application and acceptance process only to reach the next step of, How do I pay for this? If you've saved enough to pay for the college of your child's choice without taking any loans, awesome! Unfortunately that is often not the case for families. Navigating the decisions on obtaining needs based financial aid, merit based aid, appealing merit aid awards and navigating the student/parent loan arena can be daunting for most families.

In this our final part of our 3 part series, we are joined by Peg Keough who is the director of education at College Aid Pro. College Aid Pro is changing the way America shops for college. Their cutting-edge software, support, and education platform is built on the founders’ 100+ combined years of experience helping families navigate the cost of college. The MyCAP platform gives families their actual projected costs of every school in the country and expert 1-on-1 advice to plan for, and save on, the cost of college. Set up your free account HERE.

We hope our series has taken out a bit of the mystery in the process so that you can approach it with more certainty and confidence as to what is a truly great part of any young adult's life!

The life of an entrepreneur often comes fast and furious. With so many things flying at us, we try to focus on one thing, revenue! Unfortunately when we do that for too long we miss the point of all of this, are we making any money?!!? That's where the concept of "Profit First" comes into play. It's a simple concept which can be very, very difficult to implement.

Please join Steve as he sits down with Abby Winteregg Johnson , a Profit First coach, to talk about what is Profit First and what kind of difference it can make on your business!

The education system has always struggled with getting the funds to those for which the funding is intended. The need to accountability has often bogged down the process with administrative hurdles and additional costs that almost defeat the purpose of the funding. Many years ago, Jaime Rosenberg identified this problem and made it his goal to fix it!

So often in our lives the most difficult conversations to have are the most important ones. The conversation on our mortality and need for care in the future may be the most difficult. As we all age, it's a hard process to accept what we were once able to do or achieve has changed. It's the realizations that come with the aging process are the ones where we lie to ourselves the most!

In this episode, we sit down with Lily Vittarakskul, the founder of Waterlily, to discuss her personal experiences dealing with the care of an aging loved one which led her to start Waterlily which is focused on increasing the conversations and education surrounding long term care. Be sure to listen in to learn the family challenges Lily went through in caring for an aging loved one and what she learned from that experience and is trying to help other families avoid the same challenges she went through.

This is the first in our series on talking about long term care with our next episode to try to dispel some of the myths of planning for long term care with government benefits.

Please be sure to let us know what you think in comments below or in [email protected]

College! When I hear the word the first thing that pops to mind is John Belushi's sweater in Animal House. While many of us have had some of the best times of our lives in college, the planning for college is one of the highest priority items for all parents. With that high priority come high emotions around the admissions process and the deciding of which school to attend. A "Dream School" can quickly turn into a decades long nightmare if the family and the student don't sit down and make an informed decision on how much has been saved, the outlook for the student's chosen career path and the financing of the education if loans are taken.

As always, if there is any topic you wish to hear us discuss or have any other questions, you can contact us at [email protected].