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David Greco, Attorney at RMO, LLP., and Provisors member, is an expert in the realm of trust and estate litigation. Specifically, David focuses on helping business owners protect their business in the event of a tragedy before they retire or sell. A knowledgeable expert in this field is essential to ensuring you, your family, and your business are well-prepared. David has useful strategies for avoiding courtrooms, especially during the extreme backlog of hearings due to the Covid shutdown. 

In his interview, David goes over a variety of proactive measures that can help you avoid probate and protect your loved ones. He explains why probate can be costly and extremely emotionally taxing, offering alternatives for both before or after catastrophe strikes. He shares the documents that you should absolutely have in place and keep updated in order to prevent a litigation nightmare. David also debunks why you shouldn’t simply use a template and should always opt for professional guidance. Do yourself and your loved ones a favor and learn from David’s expertise.

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Bill Ross is a Vistage Speaker, Personal Trainer and Founder of Major League Conditioning Centers (now called Bill Ross Fitness Solutions), author of “The Fitness Puzzle,” and avid fan of hamburgers. He was one of the first strength and conditioning trainers for Major League Baseball players and knows how to get results. Bill’s personal training center focuses on individual attention and education. Bill was ahead of the curve on utilizing 30 minute workouts, and has plenty more cutting edge philosophies on nutrition, habits, and exercise to improve your fitness and well-being. 

In his interview, Bill describes his tested theories on what he calls “The Fitness Puzzle.” While we have been conditioned to think of calories as the key player in fitness, there are actually many other factors involved which must remain in balance with one another. Bill explains what happens to our bodies when we exercise and why 30 minutes is the ideal amount of time. He also dispels some myths about caloric intake and explains the science of how our bodies metabolize energy. Bill shares the key to proper health and why it's more important to control how we eat rather than what we eat. With Bill’s advice, you will have the tools to unlock a lasting happy, healthy, and successful lifestyle.

• 3:42-5:02: The truth about exercise and what it does to your body.

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Loreen Gilbert, Provisors member and CEO of WealthWise Financial Services, is in the business of wealth management and financial planning. Forbes recently named her one of the Top 1000 Female Advisors of 2020. Loreen’s focus has been working with business owners, key executives, and women, finding ways to help them with income and estate tax mitigation. She started her firm almost 25 years ago and has ambitious visions for her company of expanding through acquisition and merging wealth management practices. 

In her interview, Loreen explains the importance of building a collaborative, cross-disciplinary team to manage your wealth. While her firm focuses on financial planning, she has the resources to connect her clients to the additional resources needed and aims to expand into an all-encompassing financial service firm. She shares some insight into the global market right now and has some much-needed guidance to offer investors. Loreen’s expertise is not to be missed.

• 3:18-4:35: Status of the market and what investors should be looking at now.

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Eric Seropyan, President of This is My South Bay, is an SEO expert at his digital marketing agency. Eric also teaches part-time at Orange County Search Engine Optimization Academy. By taking advantage of Google’s algorithms, you can get free traffic to your website. Eric knows that this traffic can be a game changer for small businesses. 

In his interview, Eric gives an overview on search engine optimization and why you need to consider it. Without proper SEO, it will be extremely difficult to have a successful online presence. In the increasingly digital age, this aspect of your business is absolutely worth spending some time, money, and effort. Eric shares some tips for getting the attention of both your clients and Google’s algorithms in order to boost your search ranking. The next level of marketing will be marked by the ability to drive people to take digital action, so be sure to get ahead of the curve and listen to Eric’s knowledge.

• 2:02-2:56: What is Search Engine Optimization and why is it important?

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Ben Krueger, Founder of Cashflow Podcasting, is a podcast educator who helps people develop their own podcasts. After an internship, Ben took over production on the company’s podcast and eventually found himself helping others start their own. This marked the start of his company, Cashflow Podcasting, where he helps topic experts with the processes which enable a successful podcast. Ben knows the value of a podcast for maintaining a strong network of relationships.

In his interview, Ben explains why now is a great time to start a podcast and shares an overview of the fundamental principles of podcasting. He discusses why podcasts can become an important branch of your marketing department. Ben shares tips on how to be a successful podcast host regarding mindset and intention, as well as the recent transformation of the state of the world for notorious speakers and why they should turn to podcasts. He also explains why podcasting can help build trust within your network and how this eventually translates to increased business. In a time where the digital space is becoming potentially even more important than the public space, be sure to educate yourself on this fascinating area of communication and use Ben’s wisdom to your advantage.

• 7:25-8:42: Why now is a great time to start a podcast.

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Ryan Skinner, Founder and Co-Owner of Summit Financial Partners, is in the business of dedicated retirement consulting. Ryan also is the author of best-seller “Taking Stock.” He took an early interest in the stock market and sought to help people find financial security. Ryan eventually decided retirement planning was his passion and he now helps ensure families can protect their wealth and live comfortably when retired. 

In his interview, Ryan shares a variety of reasons why business owners can benefit from using insurance policies. There are so many different types of insurance policies, and it is crucial to use a competent professional who can build a plan that best fits your needs. Careful planning can protect and create a legacy for your loved ones. Ryan truly puts people first in his work, tune into his expertise for an overview on how insurance can impact exit planning.

• 7:53-9:01: Comments on the many reasons why business owners should use insurance policies.

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Alison Gokal, of Gokal Law Group, Inc. is a Personal Injury and Trust Litigation Attorney and Provisors member. She is a self-proclaimed warrior for the injured and wronged, seeking to bring justice through litigation. After experiencing trauma caused by a manufacturer’s negligence as a child, she has made it her personal mission to ensure manufacturers are held accountable and aims to right their wrongs with all means available. Alison uses a business model which enables her to provide justice not only for those with the means to hire an attorney, but for anyone who has been wronged. 

In her interview, Alison speaks to the importance of justice. If a business or individual has put their own greed and interests over the safety and well-being of people, they must be held accountable. Alison knows they can’t undo what happened, but knows they can ensure it won’t happen again. She provides useful tips for what you should do if you may have been wronged by a manufacturer and identifies patterns that may reveal a misuse of trust funds. If you understand your rights, you’re able to be a better advocate for yourself, so don’t miss out on Alison’s valuable information.

• 4:53-5:53: An explanation of the episode topic title.

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Karen D. Sparks, CDFA, Provisors member, and Owner and Founder of Divorce Financial Strategists, has valuable insights to share regarding the divorce financial analysis process. Before starting her own practice, Karen noticed too many people questioning the choices they made during the divorce process and sought to provide a solution. The goal of her practice is to eliminate the “whys” that may follow a divorce. In particular, she highlights how working with a CDFA will help to provide education and sound strategies that will help you avoid divorce remorse.

If you or someone you know is contemplating divorce or currently in the divorce process, Karen’s interview is for you. Karen outlines the full-scope of the divorce process and why starting with strategic financial planning is essential. Everyone’s situation is unique, and Karen does not take a cookie cutter approach in finding solutions that work for everyone. In a life-changing situation such as divorce, you need a grounding, neutral, expert voice to guide you through the process. Getting a handle on your finances first is essential to the rest of the process, and if you or someone you know is going through a divorce, be sure to learn from an expert like Karen.

• 7:53-8:44: Three things she prioritizes in her practice.

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Back with us again is Lauren Mullee, Attorney and Partner at Buncher Law Corporation. She specializes in Marvin Actions, or non-marital cohabitation cases. With the rise in popularity of non-marital cohabitation, this information is likely very important to you or someone you know. There is a lot of confusion regarding Marvin Actions and Lauren is here to clarify.

In her interview, Lauren outlines the origin of Marvin Action and compares this field to family law. The laws that apply to married people do not necessarily apply to those who have amassed an estate while cohabitating and unmarried. Despite the vagueness of the law in these situations, Lauren knows firsthand that there still may be disputes to settle. Lauren always keeps her clients’ bottom line in mind and shares some ways to settle outside of the court system. Until changes are made to the law surrounding non-marital cohabitation, a strong and knowledgeable advocate like Lauren is essential in these situations.

• 3:56-4:56: A brief background of Marvin Action and its origins.

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Craig Maloney of EverythingOnline, LLC understands the internet, digital integration and how to get the most out of all of it for your business.

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