Grow Your Business and Grow Your Wealth

Jodie Buchman maintains a diverse and complex commercial, real estate, bankruptcy and finance practice which is primarily litigation oriented. She regularly represents title insurance companies and their insureds, hotels, property owners and landlords, vendors, suppliers, utility companies, and various other business entities in a variety of complex commercial disputes in and out of litigation including commercial disputes, real estate disputes, and all aspects of workout, restructuring, and bankruptcy manners on behalf of the creditor or prospective purchaser.

Prior to joining Silverman Thompson, Jodie was Of Counsel at DLA Piper LLP and a partner at Gebhardt & Smith LLP. 

Listen to this informative Grow Your Business and Grow Your Wealth podcast episode with Jodie Buchman about business litigation, bankruptcy, and real estate litigation.  

Here are some of the beneficial topics covered on this week’s show:

●    How a pre-law major can be whatever you want it to be.

●    Why using LegalZoom for your business can lead to issues later.

●    How rushing into a real estate investment is never a good idea.

●    Why filing bankruptcy to avoid tax problems doesn’t always work.

●    How the courts have been impacted by COVID-19. 

Connect with Jodie:

Guest Contact Info:

Twitter

@jodbuch

LinkedIn

linkedin.com/in/jodie-buchma-6778902

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sbadvisors.cc/

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Peter J. Riebling devotes his practice to trademark, copyright, unfair competition and advertising issues, with a focus on global strategy, counseling, disputes, litigation and licensing. For more than 25 years, he has managed and directed teams for some of the world's most respected brands, and is consistently recognized as one of Washington, DC's top trademark lawyers. 

Peter works closely with clients as a collaborative team focused on achieving a common goal. He manages and directs trademark and copyright enforcements, online and social media take-down actions, foreign anticounterfeiting actions, domain name arbitration proceedings, large global trademark portfolios, licensing, and due diligence. He has obtained injunctive relief against client competitors in trademark infringement litigation, and obtained injunctive relief in trade secret and breach of contract litigation. 

Peter routinely negotiates copyright, software, technology and trademark licensing agreements, and advises companies on advertising regulatory compliance and rights of publicity. He represents numerous pro bono clients, and is a frequent lecturer on intellectual property at the American University Kogod School of Business. 

Peter personally negotiated the sale of a now-famous trademark to Apple in face-to-face negotiations with Steve Jobs, and co-authored a US Supreme Court amicus brief filed by Dr Pepper/Seven Up, Inc. in Qualitex Corp. v. Jacobson Products Co. on the successful issue of whether color may be subject to trademark protection. In addition, Peter provided written testimony to the Chairman of the House Subcommittee on Courts and Intellectual Property prior to passage of the Federal Trademark Dilution Act and has been a featured speaker for the District of Columbia Bar on trade secret litigation strategies.  

Peter is an acknowledged leader in the intellectual property community, with consecutive peer recognition rankings in the World Trademark Review's WTR 1000 (2011–present).  

Prior to founding Riebling IP, Peter was a partner for 13+ years at Katten Muchin Rosenman LLP, and prior to that he was an equity partner at Arter & Hadden LLP, where he was the partner in charge of associates in Washington, DC. Before practicing law, Peter worked at the White House Office of National Service and served as campaign manager for a US Senate election.  

Listen to this informative Grow Your Business and Grow Your Wealth podcast episode with Peter Riebling about the difference between a copyright and trademark. 

Here are some of the beneficial topics covered on this week’s show:

●    How colors can be trademarked for brand recognition.

●    How there are four types of intellectual property.

●    Why trademarks and copyrights in the US aren’t enforced internationally.

●    Why two distinct different products can have the same name.

●    Why you need to do your research before settling on a name or logo.

Connect with Peter:

Links Mentioned:

rieblinglaw.com

Guest Contact Info:

Twitter

@rieblinglaw

Facebook

facebook.com/rieblinglaw

LinkedIn

linkedin.com/in/peter-riebling-18b222

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sbadvisors.cc/

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Ron Schwarz

– The Grow Your Business and Grow Your Wealth podcast with Gary Heldt Episode 013 Ron Schwarz

Ronald Schwarz, MBA made a career switch into the financial services field in 2006 but has been doing investment analysis on his own for over 40 years. He is a financial advisor with a specialty in technical analysis and an avid analyst of global themes and trends. He graduated from Haverford College with a BS in mathematics, the University of Michigan with an MBA in operations research, and the George Washington University with a Masters in operations research, computer science, and medical engineering. Ron has his securities registrations (Series 7 and 66) as well as licenses for long-term care, life, health, and disability insurance. With an emphasis on risk management, Ron enjoys the challenge of the market and finds especially gratifying the relationships he builds with clients to forge a working partnership to bring sound advice to those growing their assets. His goal is to help clients to live a quality life in retirement and to leave a legacy to those who follow. 

Listen to this informative Grow Your Business and Grow Your Wealth podcast episode with Ron Schwarz about analyzing patterns in the stock market.

Here are some of the beneficial topics covered on this week’s show:

●    How working with the stock market is sometimes left to chance.

●    Why people should buy stocks opportunistically.

●    How many people can’t distinguish one financial advisor from another.

●    How people’s main concern is an unpredictable stock market.

●    Why everyone needs a professional financial advisor.

Connect with Ron:

Securities Disclosure:

https://hbeckinc.com/investors/policies-and-disclosures

SECURITIES AND INVESTMENT ADVISORY SERVICES OFFERED THROUGH H.

BECK,INC., MEMBER FINRA – SIPC, ROCKVILLE MARYLAND 20850

TEL:301-944-5900, RAS FINANCIAL SERVICES AND H. BECK INC. ARE 

NOT AFFILIATED

Email: [email protected]

Website: www.rasfinancialservices.com

LinkedIn: https://www.linkedin.com/in/ron-schwarz-23b78b1/Top of Form

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Richard Patenaude is the author of The Student Millionaire and hosts the podcast The Student Millionaire Podcast. Richard created The Student Millionaire website, Wealth Blog, and YouTube channel. He is a strategic planner with extensive national political, government, media, public relations, and financial advisory experience. He is a strong relationship builder, promoter, and motivator.

Richard founded The Student Millionaire Global Community to teach and train young adults how to develop and apply a proper success and wealth mindset to their lives. The Mindset Training enables young adults to create and live fulfilled lives while making money.

Listen to this informative Grow Your Business and Grow Your Wealth podcast episode with Richard Patenaude about his book The Student Millionaire.

Here are some of the beneficial topics covered on this week’s show:

●    How there are strategies to develop a wealth mindset.

●    How the goal is to make money doing the work you love.

●    Why having a wealth mindset coach is valuable.

●    How you have to manage the money you have.

●    How the principles for wealth mindset don’t change.

Connect with Richard:

Links Mentioned:

thestudentmillionaire.com

bit.ly.2CiSoCz

Guest Contact Info:

Twitter

@Rich_Patenaude

Facebook

facebook.com/TheStudentMillionaire

YouTube

youtube.com/c/TheStudentMillionaire

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Philip J. Ruce is a Minnesota trust and estate planning attorney and author of Trustee University: The Guidebook to Best Practices for Family Trustees. Philip opened his practice in February 2014 after six years as a trust and estate administrator. He grew interested in trust funds while watching his grandmother manage family trusts, and pursued this interest at the University of Minnesota (B.A.), William Mitchell College of Law (J.D.), and Thomas Jefferson School of Law with a Master’s of Law (LL.M.) in Wealth Management Law. 

He is a widely published academic and has been an adjunct professor of law at Thomas Jefferson School of Law, where he taught classes on wealth management and financial services to LL.M. candidates. 

With his law business, he strives to work with families and individuals concerned with making sure they and their family are well cared-for. He puts clients’ needs first and prepares them to protect what they value most. 

Philip is married with two little girls. Lately he seems to spends most of his free time watching Disney movies and reading about puppies and bears (and he wouldn’t have it any other way!). 

Listen to this informative Grow Your Business and Grow Your Wealth podcast episode with Phil Ruce about controlling your legacy when you’re gone.

Here are some of the beneficial topics covered on this week’s show:

●    What the different types of powers of attorneys are and how they operate.

●    How powers of attorney documents are set up differently state to state.

●    How a will is a document of the court and doesn’t keep families out of court.

●    How many people don’t understand what probate is and how to avoid it.

●    Why estate planning and tax planning are not just for wealthy people.

Connect with Phil:

Guest Contact Info:

Twitter

@stonearchlaw

Facebook

facebook.com/stonearchlaw

LinkedIn

linkedin.com/in/philipjruce

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sbadvisors.cc/

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Scott Sweitzer owns and operates Prime Settlement, a boutique title company in the Washington DC Metro Area. Since founding Prime Settlement in April of 2015, Scott has been managing the business, acting as counsel, overseeing operations, recruiting talent, and developing new business opportunities for the company. He also is the managing attorney at Prime Estate Planning, a boutique law firm focused on offering comprehensive planning solutions for real estate professionals and families in the DC metro area. A licensed Personal Family Lawyer, he develops deep relationships with his clients to ensure that they and their families stay out of court and out of conflict. Scott is an active member of the American Bar Association Real Property & Probate Section and also acts in the capacity of Membership Chair of the Dupont Circle Business Networking International group. Through creative solutions in residential and commercial title transactions, Scott strives to help clients enhance their reputation for excellence and share their passion for the real estate industry. When he’s not working, Scott enjoys his new positions on the boards of the DC Land Title Association and the Bravo! Club. The latter provides an outlet for Scott’s fondness for the Opera art form, as well as his commitment to bringing friends together into a larger community. 

Listen to this informative Grow Your Business and Grow Your Wealth podcast episode with Scott Sweitzer about keeping families out of court and conflict when something major happens.

Here are some of the beneficial topics covered on this week’s show:

●    Why estate planning aims to avoid creating conflict between its beneficiaries.

●    How a revocable living trusts are used as a substitute for wills to avoid probate.

●    Why clients need to be proactive with their estate planners if anything changes.

●    How there are two different types of powers of attorney, and what they are.

●    Why business owners need to have a plan in place for when they pass away.

Connect with Scott:

Links Mentioned:

prime-estateplanning.com

Guest Contact Info:

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facebook.com/primeestateplanning

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Jamie Hargrove is one of the preeminent estate planning attorneys in America and the senior partner in Hargrove Madden. Prior to starting the firm, he chaired the Estate & Trust practice for a 160-attorney law firm. He practiced as a CPA after law school and then began to focus exclusively in the area of estate, trusts and succession planning. Jamie is one of the first attorneys in Kentucky designated as an accredited estate planner by the National Association of Estate Planners & Councils, is listed in The Best Lawyers in America® and has been selected as one of the Best Lawyers in Trust & Estates Law by his peers in The American Lawyer. He also received national recognition as a SuperLawyer®, a national listing of outstanding lawyers who have attained the highest degree of peer recognition and professional achievement. Jamie has also received the top "AV" peer-rating from Martindale Hubbell®. His lifelong passion for innovation and willingness to embrace disruptive technology led to his founding NetLaw in 2012.  

Listen to this informative Grow Your Business and Grow Your Wealth podcast episode with Jamie Hargrove about elder law, estate planning, and tax work.

Here are some of the beneficial topics covered on this week’s show:

●    Why people procrastinate when it comes to elder and estate planning.

●    How people think they give up control when using an estate or financial planner.

●    Why many forget how they structured their estate planning until a crisis occurs.

●    How estate planners have to constantly educate and reeducate their clients.

●    Why many clients’ number one priority is harmony between family members.

Connect with Jamie:

Guest Contact Info:

Twitter

@jamiehargrove

LinkedIn

linkedin.com/in/jamiehargrove

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sbadvisors.cc/

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Ozer Culhagil is a Finacial Advisor and the CEO of Retirement Planning Services. Ozer began his career in London and has over 20 years of experience in the financial services industry. He holds a PhD in Finance and is also a Special Needs Planner. Ozer’s client centric approach to planning focuses on education, advocacy, and coordination of the goals individuals have for themselves and their family. This holistic approach considers investment, retirement, estate, tax, education, and insurance objectives in shaping a financial plan tailored to the needs of the client.

As a caring advisor, Ozer is dedicated to learning about your personal goals. Some of his particular areas of experience include estate planning, funding and withdrawing from retirement plans and IRAs, taking full advantage of retirement benefits, and maximizing Social Security benefits. Baltimore magazine selected Ozer as a Five Star Wealth Manager for the past three years. He understands his clients are in various stages of life and believes a financial plan must be tailored toward pursuing both short- and long-term objectives.

Listen to this informative Grow Your Business and Grow Your Wealth podcast episode with Ozer Culhagil about financial planning for retirement.

Here are some of the beneficial topics covered on this week’s show:

●    How people need to be more careful when they make investments.

●    Why you need to figure out the gap between your income and pension.

●    How people are concerned about the market because of COVID-19.

●    Why you should only invest money you’re okay to lose a percentage of.

●    Why a market has to have some corrections for it to be a healthy market.

Connect with Ozer:

Links Mentioned:

rpsretirementplanning.com

Guest Contact Info:

LinkedIn

linkedin.com/in/ozer-culhagil-5ab9941a9

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sbadvisors.cc/

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Matthew Truman of First Washington Mortgage has over 22 years in the mortgage banking industry.  

Listen to this informative Grow Your Business and Grow Your Wealth podcast episode with Matthew Truman about working in the mortgage banking industry.

Here are some of the beneficial topics covered on this week’s show:

●    How people are most afraid of their credit score when purchasing a home.

●    Why people should prepare questions for their mortgage broker.

●    How the guidelines in the mortgage industry change very often.

●    Why many people’s credit has taken a hit during the COVID-19 pandemic.

●    Why you should visit a mortgage broker before looking for a house.

Connect with Matthew:

Guest Contact Info:

Facebook

facebook.com/MattTrumanFirstWashingtonMortgage

LinkedIn

linkedin.com/in/matthew-truman-539241a

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sbadvisors.cc/

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– The Grow Your Business and Grow Your Wealth podcast with Gary Heldt Episode 006 Matthew Rosenthal

Matthew Rosenthal is Matthew H. Rosenthal launched M.H. Rosenthal Law, PLLC in 2015. The goal of the practice is to provide customized and tailored legal services to clients. On February 1, 2019, M.H. Rosenthal Law, PLLC merged with Meyer and Associates, Counselors at Law, PLLC to form Rosenthal Meyer, PLLC.

Matthew also has experience working in the non-profit sector. He worked as a Transactional Attorney for Wounded Warrior Project, Inc. He was a member of the In-House Counsel team responsible for researching and drafting memoranda on legal issues such as insurance, contracts, risk management, licensing, taxes, employment, and organization policy.

Listen to this informative Grow Your Business and Grow Your Wealth podcast episode with Matthew Rosenthal about helping people through estate planning, business law, and probate.

Here are some of the beneficial topics covered on this week’s show:

●    Why your estate plan should be based around your family, lifestyle, and assets.

●    What the difference between estate planning and probate proceedings are.

●    Why you might want to have a trust in place in addition to your will.

●    How there are a lot of myths about the estate planning process.

●    Why estate planning is for everybody, not just the ultra-rich.

Connect with Matthew:

Links Mentioned:

RosenthalMeyer.com

Guest Contact Info:

Facebook

facebook.com/nonalegalservices

LinkedIn

linkedin.com/company/rosenthalmeyer

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sbadvisors.cc/

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facebook.com/SmallBusinessAdvisors

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