Exit Coach Radio

Having presented over five hundred public seminars educating the local retirement and pre-retirement community on a range of monetary issues, Mr. R. Jeffrey Small, grew up in Brevard County and has been working with retirees and their families for almost 30 years. A.R.B.O.R., Assisting Retirees Beyond Ordinary Results, is not just an appropriate acronym for his rising firm but rather an economic philosophy based on years of industry & market experience. Jeffrey, dedicated to providing his clients and the public with an array of diverse financial products and services, is licensed with the Florida Department of Financial Services, a Certified Senior Advisor through the Society of Certified Senior Advisors and recently completed the requirements to become an Investment Advisor Representative. Both he and Arbor Financial are also members in good standing of the Central Florida Better Business Bureau and The National Ethics Association.

Questions Answered: 

1) Why are Millennials scared to invest?

2) What should Millennials do to start investing now?

3) Who should the Millennials work with on investments?

4) What should the parents of Millennials be telling these kids about investing?

Contact Info: 

Website: www.arbor-financial.com

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Founded in 1983, The Wooden Floor is one of the most progressive arts-for-youth nonprofit organizations in the country. We transform the lives of young people in low-income communities through the power of dance and access to higher education. In Orange County and through our national licensed partners, we use a long-term approach grounded in exploratory dance education to foster the resources within each child to innovate, communicate, and collaborate –skills necessary for success in school and in life. 100 percent of students who graduate from The Wooden Floor immediately enroll in higher education. Our students become change agents and beacons of hope within their own families, their neighborhoods, our community, and our world.

Question Answered: 

1) I hear your organization is getting ready to help even more young people. Can you tell me more about that and why it is important? 

2) What do you attribute The Wooden Floor’s extraordinary success rate to? 

3) Tell me about yourself and why you love working for The Wooden Floor.

Contact Info: 

Website: www.TheWoodenFloor.org

Email: [email protected]

Bonus Material: 

Keep the Promise 10th Anniversary Wine Tasting Benefit for The Wooden Floor, September 22, 2016, Big Canyon Country Club. TheWoodenFloor.org/WineTasting

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Be aware of the new requirement for energy efficiency - according to Michael Genevay, it could save you thousands.

Find his full interview with the search bar.

Transcript: 

Bill: Is your commercial building energy efficient? Are you sure? Here's Michael Genevay. 

Michael: My goal when I talk to a building owner, I'll ask them, "Do you think your building is energy efficient?" They'll say, "Well, yes, it is. The equipment I purchased ten years ago was state-of-the-art." It probably was ten years ago, but you have no idea what it's doing now. There's a saying in the industry that you can't manage what you don't measure, and if you don't have an idea of what you're really looking at, you're just guessing. You're assuming that you're competitive, you're assuming that you're getting utilities and everything streamlined to a bottom line that's profitable to you, but you have no idea. So, benchmarking is so important because it allows you an actual cost. Basically, what we do is a complete footprint of all of the energy usage in that whole entire building from top to bottom so you have a really good idea. 

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Bill Black interviews Melissa Beck and Ed Kargas

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Sponsors: BarthCalderon, LLP | Exit & Retirement Strategies, Inc. | BEI |HKA Marketing Communications | Jeffrey M Verdon Law Group |  Albert J Rasch & Associates | Ghassemian Law Group

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