Grow Your Business and Grow Your Wealth

At twelve, Rebecca knew she wanted to be a lawyer to make a difference in people’s lives. Rebecca and her law partner, Dinh Luu, carefully chose estate planning and elder law because it’s one of the few areas of law where we can develop life-long relationships with our clients and their families and impact their lives in profound ways.

Many law firms create wills, trusts, advance directives, powers of attorney but few are women owned and do it with the expertise of elder law. We not only create the plans but we administer them all the time. This gives us the superpower of 20/20 hindsight with every client. Our goal is to provide the education each clients needs to form a reality-based plan that will work when needed. Every plan should honor your wishes, avoid court and maintain family harmony. With our life-long program, we can successfully do this with the collaboration of our clients and their advisors. 

Estate Planning becomes Elder Law when we start needing help from others. Elder law includes updating estate planning documents, establishing conservatorships, planning for Medi-Cal and VA Aid & Attendance benefits, preventing elder abuse and providing counsel to families throughout the journey of aging. We also handle trust administration and probate once someone has passed away.

On a personal note, she is the mom to a terrific little girl and is a nature and animal lover. They enjoy time with their horses and cat.

Rebecca’s insights include: 

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Tabitha Mazzara is an outside-the-box mortgage industry thinker, whose sophisticated, holistic approach gets things done for high-net-worth borrowers other banks wave off as “too complicated,” while creating a home-like environment for her dedicated staff. 

A self-described “mortgage brat,” Tabitha has achieved a venerable 35 years of success in the field in part by virtue of her extraordinarily diverse skill set. Over the course of her career, she has attained hands-on experience with nearly every aspect of mortgage lending: working in behind-the-scenes positions such as software consultant, customer-facing positions such as sales, as well as work in underwriting, operations, credit analysis, loan origination, and her current post as Director of Operations at MBANC. 

Tabitha’s insights include:

·        The Creative nature of helping clients achieve financial goals

·        The importance of building a relationship with a client

·        Why you need to ensure you qualify for a loan

·        The uncertainty of regulatory compliance

·        Why you should prepare your finances before going house shopping

Enjoy the show!

Connect with Tabitha:

Website:www.mbanc.com

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

Instagram: https://www.instagram.com/gombanc/

Twitter: https://twitter.com/gombanc

Connect with Gary:

Website: https://sbadvisors.cc/

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

LinkedIn: https://www.linkedin.com/in/gary-d-heldt-jr-388a051/

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Conrad Neufeldt is a Nationally award winning mortgage broker from Saskatchewan, Canada. He is a top 10% mortgage producer in Canada, was one of the first persons from Saskatchewan to receive the Innovator of the Year Award from Mortgage Professionals Canada, and one of the youngest ever to be brought in as a speaker for the National Mortgage conference.

Conrad brings almost a decade of experience as a mortgage broker, and is well versed in residentially securitized debt.

Conrad’s insights include: 

Enjoy the show!

Connect with Conrad:

Website: https://skhomebuyersguide.ca/

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

YouTube: https://www.youtube.com/c/ConradNeufeldt

Connect with Gary:

Website: https://sbadvisors.cc/

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

LinkedIn: https://www.linkedin.com/in/gary-d-heldt-jr-388a051/

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Dan is a high school Business/Marketing teacher, real estate investor, and personal finance advocate in Denver, CO. In his 18 years of teaching high school, he has taught a variety of business subjects including personal finance, entrepreneurship, and marketing. Dan’s passions include working with teenagers, advocating for personal finance education, investing in real estate, and promoting the FIRE movement. Embedded in his classes is the co-curricular DECA club in which students travel, compete, acquire leadership skills, do community service, and have fun! His students have competed at the national level in entrepreneurship, personal finance, marketing, and hospitality services with much success over the years.

Dan launched SheeksFreaks in late 2019, which is an online community dedicated to helping young people learn money management skills, start investing in real estate, and pursue early financial independence. The SheeksFreaks community aims to help teens use specific methods of saving, earning extra income, and investing to set them on a track to purchase real estate investment properties in their early 20s and achieve financial independence at a young age.

Dan and his wife have a variety of real estate investments including multifamily, single family, Airbnb, and out-of-state BRRRRs. They currently have 15 units in Colorado and Michigan.

Dan is the Author of First to a Million: A Teenager’s Guide to Achieving Early Financial Freedom - Being released by Bigger Pockets on November 23rd, 2021.

Dan volunteers in the MoneyWi$er initiative out of the Colorado Attorney General’s Office with a few other hand-picked experts from around the state. The program strives to advance financial literacy in Colorado secondary education

About BiggerPockets Publishing: BiggerPockets Publishing is a sister company to the BiggerPockets Podcast Network. BiggerPockets family of podcasts has generated more than 110 million collective downloads across multiple industries. The BiggerPockets Real Estate Podcast is the #1 Real Estate Investing Podcast and it offers a community of over 1.8 million members. Many of their books become Amazon Best Sellers.

Dan’s insights include: 

Enjoy the show!

Connect with Dan:

Websites:

www.biggerpockets.com/teen

www.sheeksfreaks.com

YouTube: https://www.youtube.com/channel/UC-zSyE5oX0L_npo00xDCsYw

LinkedIn: https://www.linkedin.com/in/dan-sheeks-0ab489106/

Book: https://www.amazon.com/First-Million-Teenagers-Achieving-Independence/dp/1947200461

Connect with Gary:

Website: https://sbadvisors.cc/

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

LinkedIn: https://www.linkedin.com/in/gary-d-heldt-jr-388a051/

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A certified business and wealth coach, Guy Baker has extensive experience in financial planning, investments and life insurance. With over 55 years in the industry, Guy has been featured on numerous talk shows and tele-video conferences, including speaking several times on national and international stage. He was selected as the 78th recipient of the John Newton Russell Award, the Life Achievement award for the Financial Industry and as the 50th recipient of the California Norman G. Levine Life Service Award. He was also named by Worth Magazine, as one of the USA’s top 250 planners and by 5 Star Professional as an 8 times recipient. Guy has lectured at various estate planning council meetings, spoken at CLU Institutes and was featured on six CLU Conferences. A frequent writer, Internet TV guest, speaker and quoted by many media sources. In addition, Guy has lectured internationally, in more than 40 countries. A prolific writer, his most recent book “Simple Retirement Math” follows “The Great Wealth Erosion” which details four factors investors must manage to improve portfolio performance. Other books include “Manage Markets, Not Stocks” and "Investment Alchemy" both are guides to understanding modern portfolio theory. He also wrote “Market Tune-up”, "Why People Buy", and "Baker's Dozen - 13 Principles for Financial Success", each with over 50,000 in print. His bestselling booklet “The Box”, an easily understood guide to the mathematics of life insurance. He also wrote Maximize the Red Zone, a guide for business succession. 

In this episode, Guy’s insights include: 

Enjoy the show!

Connect with Guy:

Website: https://www.wealth-teams.com/

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

Blog: https://www.wealth-teams.com/category/blog/

Connect with Gary:

Website: https://sbadvisors.cc/

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

LinkedIn: https://www.linkedin.com/in/gary-d-heldt-jr-388a051/

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Show Notes

Jim Crider is the CEO of Intentional Living FP, a financial planning firm built to help families achieve early financial independence. 

Prior to starting Intentional Living FP, Jim worked primarily with the standard clients of most wealth management firms— financially successful families seeking guidance with the wealth they’ve accumulated over decades. While he cherished each client he served, he came to find the clients he enjoys most: families that desire to achieve early financial independence for the sake of spending significant time with the people they care about.

He is a CERTIFIED FINANCIAL PLANNER™, and the message he tells every client is that his role is to guide— to live where their lives and money intersect so they can live the life they want. The money is simply a tool, a resource that is there to help you live the life you want. 

When he's not engaged in a conversation with people about life and finances, he can be found chasing around his kids, Atticus, Asher, & Arlo, spending time with my wife, Kendra, or out on an adventure.

Jim’s insights include:

·        How focusing on financial goals could hinder spending time with family

·        Some of the biggest mistakes clients make before seeking advice

·        How to leave your 9-5 to start your own business safely

·        The importance of savings

·        Spenders don’t have financial independence like you would think

·        Finding a retirement plan that works for you

·        How Covid has impacted risk assessment

Enjoy the show!

Connect with Jim:

Website: https://www.intentionallivingfp.com/

Twitter: @JimCriderTX

Connect with Gary:

Website: https://sbadvisors.cc/

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

LinkedIn: https://www.linkedin.com/in/gary-d-heldt-jr-388a051/

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Rachael Burns is a Certified Financial Planner and Certified Divorce Financial Analyst based in Folsom, California. She is the founder of True Worth Financial Planning, which helps newly single women achieve financial independence after the divorce or death of their partner.

Rachael spent 12 years in ‘traditional’ wealth management before a series of life events re-shaped her career path. Shortly before the birth of her twins, her husband was diagnosed with glioblastoma, a rare and aggressive brain cancer. With two babies on the way and her husband undergoing cancer treatment, the uncertainty was overwhelming. Planning for her family’s future was next to impossible, but she felt fortunate that her professional expertise allowed her to quickly adapt their financial plan. 

Through her own personal experiences navigating grief and finances, she found her calling — to support and empower other women during the most challenging transitions of their lives. In 2020 mid-lockdown, she left the corporate wealth management world and launched her own fee-only firm, True Worth Financial Planning. 

In her downtime, she enjoys exploring local wine country, searching for new recipes on Pinterest, and chasing after her 3-year-old twin boys. 

Rachel’s insights include: 

Enjoy the show!

Connect with Rachel:

Website: https://trueworthfp.com/

Instagram: https://www.instagram.com/trueworthfp/

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

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

Connect with Gary:

Website: https://sbadvisors.cc/

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

LinkedIn: https://www.linkedin.com/in/gary-d-heldt-jr-388a051/

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Bob Porter is the founder of Porter Investments, a Houston-based money management firm specializing in quantitative, model-driven strategies for individual investors. The firm has worked with PHDs, process engineers, and other industry professionals to develop a series of rules-based investment strategies designed to achieve the goal all stock market investors seek; to participate when the major US equity markets are rising, but protect and in some cases further increase, our asset values during prolonged bear markets.

Bob worked for Fidelity Investments before starting the firm. While assisting hundreds of executives and business owners with their investment and retirement plans, he realized that as mere humans, we all fall into the same investment traps over and over. 

From observing the motivations behind our repeated investment shortcomings, coupled with more recent advancements in technology and software development, his firm has successfully developed and delivered to individual investors a more specialized and focused approach. The models used in the firm’s strategies have successfully protected account values in the bear market of 2008 and the more recent pullbacks of 2018 and 2020.

Bob’s insights include: 

·        A story of realization that Bob encountered in a phone call

·        What makes him passionate about his career?

·        What questions that new or prospective clients should ask?

·        The reason why he chose to be in the field of finance

·        Success being a “lousy teacher”

·        Challenges that he is facing with Covid

·        Being a topsoil advisor before, what is it that he wishes he knew when he was just starting?

·        Why is it important to use a professional with people’s financial planning?

·        His suggestion on what books should individual investors read

Enjoy the show!

Connect with Bob:

Contact Number: 713.461.5303

Website: https://porterinv.com

Email: [email protected]

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

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

Connect with Gary:

Website: https://sbadvisors.cc/

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

LinkedIn: https://www.linkedin.com/in/gary-d-heldt-jr-388a051/

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Chris is a financial consultant in Fortress Financial Partners. He holds FINRA series 7, 63, and 66 registered with Fortress Private Ledger. He's also been an active volunteer with the Junior Achievement program to help promote financial literacy to students in grades K-12.

After graduating from Auburn University's Harbert College of Business with a Bachelor's Degree in Finance, Chris relocated to Raleigh to begin his career in Wealth Management. In addition to being a former nominee for Fidelity's President's Circle Award representing the top one percent of advisors, Chris has also been recognized by the International Association of Registered Financial Consultants for fostering public confidence in the financial industry. 

Chris’ insights include: 

Enjoy the show!

Connect with Chris:

Website: https://www.fortressfinancialpartners.com/

Twitter: https://twitter.com/ChrisGure

LinkedIn: https://www.linkedin.com/in/chris-gure-366835a0/

Blog/Newsletter: https://fortressphysicians.substack.com/

Connect with Gary:

Website: https://sbadvisors.cc/

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

LinkedIn: https://www.linkedin.com/in/gary-d-heldt-jr-388a051/

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David takes an empathetic approach to estate planning, recognizing that clients often find it a difficult or uncomfortable topic. He strives to make the process as seamless as possible and works closely with his clients to get to know their family members, their wishes, and their complete financial picture. Because every client is unique, estate planning is continually offering new challenges, and David enjoys creating innovative and actionable solutions for families. After working in private practice and then as a trusted advisor in financial planning practice, David was drawn to Truepoint because of the firm’s unwavering commitment to its clients, which he believes is unique to the industry. What’s more, David is a certified specialist in estate planning, trust, and probate law, licensed by the Ohio State Bar Association, and one of fewer than 200 individuals to hold this designation. 

Even outside of the office, David is committed to helping families achieve their dreams. After he and his wife struggled with infertility, they created Parental Hope, an organization that raises awareness about infertility and provides support to couples facing their own challenges. To date, Parental Hope has created a support group with over 2,500 members and awarded an increasing number of grants that cover the full cost of IVF, impacting dozens of families. In his spare time, David loves spending time with his wife and children, especially biking, swimming, and watching sports and movies together. He is actively involved in coaching his twins in their various sporting activities and completing home renovation projects. When he can, David also enjoys getting in a round or two of golf. 

David’s insights include:  

Enjoy the show! 

Connect with David: 

Website: https://truepointwealth.com/

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

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

Instagram: https://www.instagram.com/truepointwealth/

Twitter: https://twitter.com/truepointwealth

Connect with Gary:

Website: https://sbadvisors.cc/

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

LinkedIn: https://www.linkedin.com/in/gary-d-heldt-jr-388a051/

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