Horizon Advisers Unleashed Podcast

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/ 

Ray Merlo is the CEO of Merlo Construction. We have been friends with Ray for many years. Like any business owner, Ray has felt the ups and downs of owning a business. Listen to how he built one of the biggest companies in his category in SE Michigan! 

https://www.merloconstructionmi.com/

Alex, Ryan, and Andrew discuss an especially important topic called Life Planning. What is retirement going to look like for you? Most people work decades and often spend more time at work than retired. We create routines. Wake up, get ready for work, go home from work. We spend a big chunk of the day doing similar things. Have you thought about what you are going to do in retirement? The routine totally changes. For some, this unknown, can keep you in the work force longer than needed. Learn about what we think is the most critical part of retirement planning - creating a "Life Plan."

Alex, Ryan and Andrew introduce the Horizon Advisers Unleashed podcast.