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

  • DIFY 18 - A Millenial's Guide To Doing It For Yourself with Gabe Walters

    In this episode of "Doing It For Yourself" we speak with Gabe Walters the founder of SteadyWorth.   Gabe recounts for us how he started off his career working in the financial advising industry but feeling while he was passionate about finance, it didn't feel like the right fit for him.  From wanting to first own his own hedgefund as a young boy Gabe then jumped around from different management businesses which then led him to become a Certified Financial Planner. Listen in to hear his story on 'doing it for himself' and how he started up his own business!

    32 min
  • DIFY 17 - Partnering with an Existing Firm to Build a Start-up RIA from Scratch with Jay Pelham
    In today's episode of "Do It For Yourself", we speak with Jay Pelham who is a partner in a large accounting firm which owns an RIA. After a long journey working within the banking industry, including being the President of a 3 billion dollar bank, he was presented with an opportunity to start an RIA from scratch! Listen in to hear his unique story and path to becoming the head of an RIA when it wasn’t ever in his plans and how he is thriving in the position!
    39 min
  • DIFY 16 - Starting Your RIA as a Business First without Advisors with Matt Sweeney
    In his role as a wholesaler for many years, Matt Sweeney never thought that he would start his own business of financial services. That all changed when he co-founded William Joseph Capital Management headquartered in Connecticut. From starting his career as a bank teller and becoming a successful wholesaler, Matt always wanted to be his own boss. Matt’s path to creating an RIA was unique in that he was not an advisor with a book of clients choosing a different business structure, his goal was to create a business that would appeal to those advisors who wanted to transition into the fee based investment management world but didn’t know how. For those of you who may be in that same position as those advisors, this podcast is for you!
    32 min
  • DIFY 15 - Going Truly Independent with Ginny Neal

    Ginny Neal talks to us about her own Registered Investment Advisory firm called SpringTru and what it is like being an entrepreneur. In this episode of "Do It For Yourself" we learn more about Ginny's path into what led her from being a lawyer to large wire house firm to then an RIA owner. Listen in to learn about the benefits on going independent with your business.

    To learn more about Ginny, please check her out on LinkedIn,(14) Ginny Neal | LinkedIn 

    33 min
  • DIFY 14 - Going Non-Profit for More Profit with Knyvett Lee
    In this episode of “Do It For Yourself”, we speak with Knyvett Lee who initially started up a for-profit business and then later made the switch to non-profit. We touch upon how Knyvett applied her entrepreneurial skills during the transition. Listen in to learn more about the various reasons as to why as a business-owner you may choose to run a non-profit business.
    31 min
  • TGIM 3 - The State of Insurance in Florida with Katherine Sepulveda
    In this episode of “Thoughts in Growth Mode,” we speak with Katherine Sepulveda about the issues homeowners are facing with property insurance in the state of Florida. With some insurers going bankrupt and others losing the ability to underwrite insurance in Florida, where does this leave the homeowner? Katherine and Steve discuss the various options available including what you can do to prepare for such an event. Listen in to make sure you're appropriately covered and taking the necessary steps with your property.
    22 min
  • DIFY 12 - One Mompreneur’s Guide to Starting a Business with Stephanie Graupera
    On today's episode of the Do It For Yourself podcast, I am joined by Stephanie Pujols Graupera. Stephanie founded The Stork Agency, a boutique nanny placement agency, in the midst of the covid-19 pandemic while taking care of her 3 young children. In this episode she talks about her experience starting a business from the ground up and offers advice to others striving to start a business of their own.
    30 min
  • DIFY 11 - How to Unsell Your Business with Terri Space

    In this “Do It For Yourself” podcast episode, our guest is , Terri Space, Owner of 305 Yoga. Terri shares her path leading up to the sale of her business, the transition out after the sale and the surprising opportunity to buy it back! Terri shares her trial by fire of how she learned to start and growing a business and knowing when to go "all in" and knowing when to step back. Be sure to listen to the end when Terri reflects about her lessons learned and her thoughts on the need to give a f$&k as you go about your life! You can learn more about Terri and her yoga studio by visiting https://www.305yoga.com/.

    37 min
  • Going from the "Cheaper Chicken to the Happy Hen" - Changing Course with Amy Refeca
    Changing directions while staying in the same profession, going from the “Cheaper Chicken to the Happy Hen”
    About this podcast: In this “Do It For Yourself” podcast episode, Steve interviews an old friend and colleague, Amy Refeca, on the topic of switching gears in your career to pursue a more meaningful life. Amy reflects on her path from leaving big law to creating her own impactful business to serve others. Together, they bring light to a very popular discussion on when and how is the right time to “jump ship”. Listen and learn more about going from the “cheaper chicken to the happy hen”.
    Amy is the owner and founder of Atlanta Wills + Trusts Law Group in Alpharetta, Georgia. Her firm focuses on helping women protect who they love most by helping women design an estate plan that is a reflection of how they view and desire caring for themselves and other family members in the future. You can learn more about Amy and her firm by visiting atlantawillsandtrusts.com.
    https://www.linkedin.com/in/atlwillsandtrusts/
    44 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…