Horizon Advisers Unleashed Podcast

Doug Jones is the CEO of Detroit Medical Devices and a graduate of Western Michigan University.  He is a 41-year-old serial entrepreneur that has been tremendously successful in building his business. Doug is a hardworking disciplined guy who has just got started!  Listen to how Doug manages his business and balances his busy personal life being married with four girls and running multiple businesses.

Andrew, Alex, and Ryan have a conversation about employee benefits. Depending on the company you work for, there may be a variety of benefits and perks you may be offered. We find most people go through open enrollment and just stay with what they had the year before. We encourage our listeners to spend some time on these decisions and look at everything that is offered. You don't want to leave money on the table.

Alex, Andrew, and Ryan discuss some of the big questions people are asking in 2021. We googled some of the common questions people are asking about their finances. We came across this article by Bryce Sanders and thought there were some good questions. We elaborate more on the answers.

https://www.accountingweb.com/practice/clients/16-financial-planning-questions-to-answer-in-2021

Dave Suppnick and Matt Luce are owners of the Ember Platform. They discuss their one of a kind URL based online hosted payment software, designed specifically for churches, charities, and non-profits. Dave & Mat call themselves social entrepreneurs and both have interesting backgrounds.  They have created this platform to help modernize the way gifting is done.

https://www.emberplatform.org/

Dennis Glasson is a CPA and a Principle of Horizon Advisers CPA. There have been many tax changes occurring in recent years. What are some of the changes that may be relevant to you? We discuss ways to look at your tax situation and make the best decisions. Dennis is a great CPA who spends the time to understand his client's situation and work within a team to deliver the best outcome consistently.

Andrew, Alex, Ryan and Matt Kreager discuss their perspective on personal finance. Ryan being 40 thinks a little different than Andrew in his 20's. Many people wonder if they are doing the right things to achieve their goals. There is a similar pattern of Life's Steps with these guys. What can you do in each decade to help build wealth? Life moves quickly and each year can leave an impact. Matt Kreager is the Director of financial planning with Horizon Advisers and his role within the company is discussed.

Lawrence James is the managing partner at TILT. He is an energetic entrepreneur who has had global success over his career. Tilt helps organizations tell their story through brand creation and public perception. Lawrence comes from the UK where he owned multiple businesses. His current venture is in Birmingham, MI. Listen to gain perspective from an industry veteran!

https://tiltstory.com/about

Alex, Ryan, and Andrew discuss what to do when a loved one passes away. They have helped many families through this difficult time. There is so much happening at once that it can become a BLUR.

- Emotionally coping with the loss of a loved one.

- Making all the funeral arrangements. 

- Evaluating the financial situation, consolidating accounts, and filing life insurance claims.

Some have this all planned out and others are unorganized. What do you do first? What should you be thinking about? Even an uncomplicated estate has many steps. Horizon believes it takes a team to efficiently transfer an estate.

Jim Carmody is an Owner of JK&T Wings. They are a large restaurant group comprised of over 80 Buffalo Wild Wings, BlackRock locations and more. Jim is a hard worker and has helped build a great team and business! Listen to how he got started and what it took to get him where he is today.

https://www.fsrmagazine.com/chain-restaurants/buffalo-wild-wings-largest-franchisee-sells-22-locations

https://www.mlive.com/business/west-michigan/2011/12/two_michigan_partners_build_re.html

Maj. Brett DeVries is an A-10 pilot for the Michigan Air National Guard. He is a distinguished flying cross recipient and has served four tours in Iraq and Afghanistan. He is still a current member of the Air National Guard and a full-time pilot at Spirit Airlines. 

https://www.airforcetimes.com/news/your-air-force/2020/11/12/no-wheels-no-canopy-no-problem-a-10-pilot-who-pulled-off-daring-landing-receives-distinguished-flying-cross/