Horizon Advisers Unleashed Podcast

Ryan and Andrew have a great conversation with Dr. Juan Salinas a high energy entrepreneur. We discuss his upbringing and immigration to the US. His extensive education at Rutgers gave him expertise in food science and technology. He works with professional athletes on the role of physical activity, nutrition, and other lifestyle factors in promoting good health. He also got an investment from Mark Cuban on season 12 of the Shark Tank. Great guy with a great story!

https://www.facebook.com/SharkTank/videos/shark-tank-is-all-new-tonight-at-87c/831861707567173/ 

https://www.linkedin.com/in/juan-salinas-76a7783/

www.pnuff.com

Alex, Ryan, and Andrew have an interesting conversation about media and your decision making process. We speak to many clients on a daily basis. Many people get concerned about their personal finances because of a headline they read or something they heard. With so many sources of info nowadays, the noise can get loud. It can possibly make you think differently. Having a long term plan can help your confidence. It is also important to look at the source. Who is saying it? Is this fact or opinion? 

Andrew and Ryan interview Jordan Wilkins a Pro football running back for the Indianapolis Colts. They have a discussion with him about what it takes to make it into the NFL and his journey along the way. Jordan is a hard worker and dedicated to his goals. He had to overcome many obstacles to reach his current level and believes in never giving up. Great story and a great man!

https://www.nfl.com/players/jordan-wilkins/

https://en.wikipedia.org/wiki/Jordan_Wilkins

Alex, Ryan, and Andrew discuss personal finance. In most school settings, personal finance is not part of the curriculum. The discussion will explore personal finance and what you may want to be paying attention to in your life. Some individuals chose to handle their finances on their own. Others chose to hire someone to assist with these matters. Either way, understanding and working on your personal financial situation is the best way to achieve your dreams.

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.