Everything Money

Everything Money

By Stephen Rosen and Leah JonesBusinessInvesting
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Everything Money episodes

  • Jessica Markham: Learning to Run A Law Firm as a Business

    Meet Jessica Markham, the managing attorney at Markham law, a law firm based in Bethesda. She started her business in 2015 as a solo practitioner and now has 7 attorneys on staff. Both she and her firm have been named best lawyers in America.

    In this episode of the Women Business Owner Series, Leah speaks with Jessica as she shares her journey from an employee to a law firm business owner.

    Listen in to learn how Jessica runs her business with a passion and creating an environment where the staff and the clients are happy.

    “If you can leave for a month and everything runs smoothly, then that’s a business”- Jessica Markham

    What you will learn:

    • [1:30] How Jessica was inspired by an on-sale office space to start her new space.
  • [4:35] Learning to run her law firm as a business- taking care of the law side of things as well as the business side of things.
  • [7:48] Starting the business without any prior experience and how she has learned to be financially oriented.
  • [10:40] Did she have a business plan? And how she balanced starting a business and being a mother at the same time.
  • [12:30] The importance of creating a business that can operate without you being there.
  • [16:18] She describes the culture she has built for her staff to fulfill their goals and be happy at the workplace.
  • [18:51] What does her brand represent and how did she go about it?
  • [22:38] How is it like being a woman business owner?
  • [27:33] Questions you need to ask yourself before starting a business.
  • [32:43] The importance of finding pacesetters in your industry that will guide you through your career even if you don’t know them.

    • Our Contacts:

    Website: http://bethesda.hightoweradvisors.com/

    LinkedIn: https://www.linkedin.com/company/hightowerbethesda/

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

    Twitter: https://twitter.com/LeahPlans4You

    Guest’s Contacts:

    Jessica’s Website: https://www.markhamlegal.com/jessicamarkham

    36 min
  • The Effects of The Coronavirus on Divorce Cases and Processes with Erin Kopelman

    Meet Erin Kopelman, a principal at Lerch, Early & Brewer in Bethesda Maryland. She overall deals with domestic relations and family law.

    In this episode, Leah speaks with Erin on the effects of the COVID-19 on divorce processes both in and out of court.

    Listen in to learn what factors you should consider before filing for a divorce if you had planned to. You will also learn how you can ensure the safety of your children to keep in line with the court’s guidelines while working as both parents.

    What you will learn:

    • How the COVID-19 is affecting the divorce rate and cases.
  • How people are becoming more flexible with working virtually and delivering the same amount of productivity.
  • The benefit of courts jumping up technology which they have been reluctant of doing for years.
  • Factors that are going to affect the divorce processes due to the Coronavirus.
  • How the Coronavirus is affecting those receiving alimony and child support due to economic fluctuation.
  • The importance of sharing and gathering information with your ex-spouse in case of salary reduction or termination.
  • Issues related to custody during this Coronavirus period and how they should be handled.
  • How parents should try to find common grounds when it comes to protecting their children from the Coronavirus.
  • She explains how she thinks this will affect the divorce lawyers and divorce agreements going forward.

    • Our Contacts:

    Website: http://bethesda.hightoweradvisors.com/

    LinkedIn: https://www.linkedin.com/company/hightowerbethesda/

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

    Twitter: https://twitter.com/LeahPlans4You

    Guest’s Contacts:

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

    33 min
  • Financial Implications During A Divorce When the Woman is the Primary Bread Winner with Heather Hostetter

    Meet Heather Hostetter, she is a family law attorney located in Bethesda Maryland with a long list of awards and a partner at Hostetter Strent. This is a domestic relations law that deals with divorce, property distribution, alimony, custody, and child support.

    In this episode, Leah speaks with Heather about the process of property distribution during a divorce primarily with alimony and child support when the woman is the main breadwinner.

    Listen in to learn the difference between alimony and child support and why they both exist. You will also learn why as a woman; you need to think hard before entering a legal marriage and what to consider before and during the marriage in terms of finances and support.

    What you will learn:

    • [2:28] The factors that come into play before the court awards alimony during a divorce and the types that exist.
  • [6:29] She explains why it’s difficult for the fault to play part in alimony.
  • [8:32] The factors that determine how the length of the marriage affects the alimony.
  • [9:46] The difference between paying alimony and child support and how women breadwinners react to it.
  • [20:58] She explains the legal consequences of an ending marriage and understanding them beforehand.
  • [23:35] The alimony negotiations process and what the court has the power to do and not do.
  • [26:04] How both women and men react to the issue of alimony during a divorce.
  • [29:22] How child support is calculated and its relationship to alimony.
  • [32:29] She explains how the child support money is divided to make sure it caters to children.
  • [35:27] The importance of having a conversation before and during a marriage about the roles of both partners.
  • [38:52] The purpose of thinking hard as a woman before getting married and understanding the consequences and whether you can live with them.

    • Our Contacts:

    Website: http://bethesda.hightoweradvisors.com/

    LinkedIn: https://www.linkedin.com/company/hightowerbethesda/

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

    Twitter: https://twitter.com/HighTowerBethsd

     

    Guest’s Contacts: 

    Website: https://www.hostetterstrent.com/

    46 min
  • Sarah Djamshidi: Starting a Business as a Way to Solve an Existing Problem

    In this episode of the Women Business Owner Series, Leah speaks with Sarah Djamshidi, the president and managing partner at Speedshift Advisors. She has already advised more than 30 lower-to-middle market companies and tech startups within her firm.

    Sarah shares how her passion for helping business owners strategize their exit led her to start her own business. Listen in to hear tips that Sarah gives to women who want to take that rip of faith and start their own business.

    “You do need a passion, you do need a course, you need to have something that excites you to get up in the morning to try to go tackle everything.”- Sarah Djamshidi

    What you will learn:

    • [1:55] How recognizing a problem drove Sarah to start her own business and stop being an employee.
  • [4:51] Having the passion to provide solutions in a problem she had recognized.
  • [7:45] Why Sarah acknowledges that starting and running a company is not easy and it’s not for everyone.
  • [8:37] What challenges does she face as both a business owner and a woman in business. Turning challenges to opportunities.
  • [11:48] Why successful women are building funds to help women in business.
  • [12:35] How to get certified and pursue some opportunities available like sponsorships in both public and private entities.
  • [14:52] Why Sarah believes there’s no balance between work and life. The importance of keeping your business afloat but still putting some parameters in place so you’re not always working.
  • [19:11] What advice does she have for anyone wanting to start a business.

    • Our Contacts:

    Website: http://bethesda.hightoweradvisors.com/

    LinkedIn: https://www.linkedin.com/company/hightowerbethesda/

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

    Twitter: https://twitter.com/HighTowerBethsd

    Guest’s Contacts:

    Website: https://speedshiftadvisors.com/team/sarah-djamshidi/

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

    25 min
  • Brian Lodestro: How the COVID-19 has Affected the Fixed Income World

    Meet Brian LoDestro, the senior portfolio strategist at Prudential Investment Management. He has 27 years of experience as an investment professional.

    In this episode, Stephen talks with Brian on how the recent COVID-19 pandemic has affected the fixed income world. He shares how different financial sectors are going to change in the coming months or years as compared to how they were in the last few years.

    “Interest rates are simply the price of money when you have more borrowers than lenders the price goes up, and when you have more lenders than borrowers the price goes down.”- Brian LoDestro

    What you will learn:

    • [0:15] Intro
  • [1:37] How the COVID-19 has caused an engineered recession and the expected worsening of things.
  • [4:48] Why the lack of liquidity has caused the treasuries to break.
  • [11:39] The financial predictions that were made for this year- what was right and what was wrong.
  • [20:36] Why Brian believes that the economy will go back to what it was with the question being when? There is a need to diversify by mitigating volatility.
  • [26:47] The anomalies in the financial world created by the Coronavirus crisis and how they’re going to affect the interest rates.
  • [32:52] How the fixed income world is relying on the Fed’s research to determine companies that are going be in better shape after COVID-19 and concentrating less on the emerging markets debts.
  • [39:16] The two factors that the Fed Buying provides. A prediction on what the Fed buying is going to be buying and not buying in the coming times.

    • Relevant Links:

    Website: Hightower Bethesda

    Facebook: Hightower Bethesda - Home

    LinkedIn:https://www.linkedin.com/company/hightowerbethesda/

    Twitter: Hightower Bethesda (@HighTowerBethsd)

    44 min
  • Sarah Djamshidi: How to Have a Successful Exit Strategy for Your Business.

    Meet Sarah Djamshidi, the owner of Speedshift Advisors. She is an exit strategy advisor and licensed banker who works with clients to obtain a successful exit strategy as defined by what’s really important to them. She has been doing this for over 2 decades and has worked with over 200 companies and has even testified in the US senate over small business issues.

    In this episode, Leah speaks with Sarah on the importance of business owners having an exit plan in place.

    Listen in to learn why you should target a successful exit from your business from the very beginning.

    What you will learn:

    • [1:34] Why you should think about the exit strategy as a business owner.
    • [4:11] The importance of having a succession plan and a road map in your business to ensure things still work smoothly in case you pass on.
    • [7:52] How to have a successful exit plan. What have others done previously?
    • [12:39] Why you should start planning your exit from the beginning by doing things strategically for a happy post-exit.
    • [17:26] Sarah shares how her company tackles the things that bring unhappiness and a sense of loss when exiting a business.
    • [21:50] Ways in which you can still impact the industry you’re in even after selling your business.
    • [22:42] Why an exit plan is a process and the questions you need to ask yourself before targeting for liquidity.
    • [23:29] The importance of building things outside of your business that you can fall onto if things don’t work out in liquidating your business.

      • Relevant Links:

      Website: Hightower Bethesda

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

      LinkedIn: https://www.linkedin.com/company/hightowerbethesda/

      Twitter: https://twitter.com/HighTowerBethsd

      34 min
    • The Premiere Episode of the HighTower Bethesda Podcast

      Meet Stephen Rosen the managing director and founding partner and Leah Jones, the director of financial planning at HighTower Bethesda.

      In this premiere episode, Leah and Stephen explain who HighTower Bethesda is, what they do, and the purpose of starting two podcasts. They share what is to be expected in the podcasts going forward. 

      “Our goal with this podcast is to provide insightful content and make an impact in people’s lives through relevant content.”- Leah Jones

      Key points:

      • Get to know HighTower Bethesda, their team, and what they do. 
      • What are the main objectives of this podcast?
      • Leah talks about her experience, personal life, and what you should expect from her.
      • Topics to be discussed in the two podcasts that they’re going to produce.
      • Stephen shares his experience in the financial industry and his contribution to the podcast
      • Leah will be looking towards the business owner’s standpoint and helping people going through a divorce.
      • Stephen will be focusing on the investments side of things and what is going on in the world.

        • Contact Information:

        Website: http://bethesda.hightoweradvisors.com/

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

        LinkedIn: https://www.linkedin.com/company/hightowerbethesda/

        9 min

      About Everything Money

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      Hightower Bethesda helps clients optimize their wealth, protect their hard-earned legacies and pursue their passions.