By Mitchell Chadrow: Fintech Entrepreneur, Attorney, and Business Startup Advi
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The podcast currently has 84 episodes available.
Gary Pudles, (@GaryPudles) is the founder, and CEO of Answernet, was named by Inc. Magazine Inc. 500, as one of the “fastest-growing businesses” in the US. In 2019, AnswerNet which handles tens of millions of calls and Internet contacts for thousands of clients, ranging from Fortune 100 firms to small private practices also has 25 call centers around the country. For several years, Gary has taught an entrepreneurial class at the Wharton School of Business at the University of Pennsylvania. He is also involved in a Startup Camp and the International Startup Festival. Gary has the heart of a teacher, loves speaking about business so listen up to his entrepreneurial stories. Gary has time for several hobbies and interests outside of family and work. How does Gary start most working days, what does he look for in people that he hires and what excites him most about building companies?
Gary shares with us the leadership lessons he learned along the way. We explore how and why Gary started Answernet. What Gary’s parents did that influenced him in business and how this background shaped his positive outlook.
Listen to the episode on Apple Podcasts, Spotify, Overcast, Stitcher, Castbox, Google Podcasts, or on your favorite podcast platform. This episode is brought to you by BankSmarter. Do you want to Bank Smarter? Then you know what a pain the banking process is. BankSmarter was created to make your life easier – whether you are banking with a credit union, community, the regional or national bank, or any number of the new digital banks. BankSmarter lets you access all of your financial options from one simple dashboard, it works with a select group of financial institutions, locally, statewide and nationally, including: .
Success Attitude Go All In Do Whatever It Takes With Robert Brus Show 080
What is the "Go All In" Podcast Movement? Find out just Listen Up to Show 080. I interview Robert Brus, Founder of the Go All In Podcast Movement. Robert tells us his story where he has a can-do attitude of "do whatever it takes"to live your life to its absolute maximum potential.
Robert shares his own inspiring story of from guests that have "Going All In."
The common theme throughout the episode is Robert's strong foundation of commitment to success no matter the cost. Some entrepreneurs face extremely difficult decisions in life and some people make bad decisions, the point is, they "go all in," and I have absolutely no doubt that you'll draw inspiration from this Listen Up Show and the Robert Brus experience. Are You All In? Check out Robert's movement at: https://www.goallin.com.au/
Joe Elsasser Founder SaaS Covisum
Covisum help advisors and their clients create a shared vision of the future. Their suite of financial planning tools, Social Security Timing, Tax Clarity, and, SmartRisk, financial advisors can take a multidimensional, holistic view of retirement for their clients. The company enhances their software services by offering expert training and awesome support. And the firms community of like-minded advisors enables members to leverage each other’s knowledge and experience to enhance their business practices, expertise, and centers of influence.
Joe created and patented a software program back in 2011 called Social Security Timing.
Joe has helped thousands of financial advisor clients identify optimal Social Security claiming strategies for their clients. He also co-authored the book "Maximize Your Social Security." Joe has been involved in the financial services industry since 2001 as an advisor, a marketer, and a coach. He was also the Director of Advisory Services for Senior Market Sales, Inc. The same company that owns a majority stake in Covisum and purchased Joe's financial planning business, Sequent.
Joe has been featured in the Wall Street Journal, US News & World Report, CBS MoneyWatch, Investment News, Morning Star, Reuters, New York Daily News and other respected media outlets.
Why did the software catch on so quickly well pensions have been disappearing over the last decade, markets can be seen as unreliable so social security is even more critical for families to create a lifetime income stream in retirement? Joe lets us know how critical the choices available and how the consequences of those choices can actually derail our retirement. The software compares every possible election strategy available to married couples, single people, divorced people, widows, government employees and even those who have already elected and generates a full report incorporating multiple possible ages of death, cost of living adjustments, including claiming instructions, cash flow report, income gap report, and more.
tags: SaaS, Fintech, software, technology, tax clarity, social security, retirement, financial planning, financial planners, covisum, mitchellchadrow.com/snow079
Dan Lok passive income high ticket sales genius is known as the millionaire mentor.Dan, is a best selling author, TEDx opening speaker, marketing and sales genius. Dan Lok is a Chinese-Canadian business tycoon and worldwide educator. Dan leads a international learning system that spans across more than 120+ countries. Dan has literally taught millions of people helping them develop high-income skills, builds your financial confidence and master unlock true financial confidence and master your money destiny. Beyond his success in business, And the host of The Dan Lok Show – a series featuring billionaire tycoons and millionaire entrepreneurs. Today, Mr. Lok continues to be featured in hundreds of media channels and publications every year and is widely seen as one of the top business leaders by millions around the world.
Dan's website Unlock It and FU Money - Dan's Two Top Business Books - Dan’s small business resource Shoulders of Titans and High Ticket Sales Secrets- Dan's podcasts Audible - Get a FREE Audiobook & 30 day trial if you’re not currently a member! VirtualCash, Inc. - Learn how to create your financial plan one step at a time!★☆★ CONNECT WITH DAN ON SOCIAL MEDIA ★☆★ Podcast: http://thedanlokshow.danlok.linkInstagram: http://instagram.danlok.linkYouTube: http://youtube.danlok.link Linkedin: http://mylinkedin.danlok.link
Listen Up Show Notes Base your business pricing not on time but results. Dan loves Bruce Lee and the quote from Bruce Lee. “Simplicity is the ultimate sophistication.”
Josh Scandlen is a Financial Planner and founder of Heritage Wealth Planning a comprehensive financial planning firm located in Georgia. In March of 2018, Josh left USAA after working there for 10 years then worked for a few smaller companies and early this year left being a w-2 employee to start his own financial planning firm and has a successful youtube channel helping people with tax planning, retirement planning, estate planning, and everything finance. He started his financial services career at Vanguard in the late 90's.
Although Josh does not manage money any money he still registered as an investment advisor which is an extra cost and can to some be a regulatory hurdle that others would not want to go through.
With four kids and his wife at home, how was he going to pay the bills to find the extra money while building up his business? In starting a business you must have money to start up a business and he used a distribution in his 401(k) and paid the 10% penalty.
Has always engaged with the public with doing seminars and tried to demystify the financial planning, estate planning experience. He had an epiphany why do seminars in front of 15 locally when he can do youtube videos in front of potentially thousands and now gets a lot of clients directly from doing his youtube channel.
Josh says the top three things the people, couples make is not understanding the tax code. He says that investment management is not financial planning. If married filing jointly just don't plan for today but think about the tax bomb in your retirement plan. He says you will not always be married filing jointly. You must think about Medicare premiums tax on social security vs did I beat the market? Not having a durable power of attorney it survives incapacity so a big qualified plan your individual plan and spouse no right to it so if your spouse needs access court order vs durability of power of attorney. Don't focus so much on active investment management use Jack Bogle Vanguard philosophy.
Josh recommends a financial planning tool called Maximize My Social Security founder Laurence Kotlikoff Professor of Economics, Boston University and President of Economic Security Planning, Inc. This resource only costs individuals or families $40 bucks per year.
Trump's executive order on Required Minimum Distributions for all retirement assets. Increase tables for RMD's at 70 1/2 you are forced to take out an amount divided by 27.4. Maybe what should be done is a redo of these tables so instead push them back to 75 as people are living longer and maybe increase what you divide. Deferring taxes is not eliminating taxes so at some point someone is going to pay it merely kicking the can down the road.
Josh has written several books that you should check out:
Financial Entrepreneur Anthony Thomson Bank Founder UK Metro Atom AU 86 400. Anthony Thomson, Founder of three banks two in the UK Metro Bank and Atom Bank and most recently Australia 86 400 Neobank.
Dennis Shields is the founder of YieldStreet, Esquire Bank, and LawCash. Dennis is also an author, Broadway producer, actor and has appeared on the hit TV show Real House of New York #RHONY
We also talk about Bethenny Frankel, Michael Cohen, living in Trump Tower and meeting President Trump.
Dennis Shields is the Founder of Esquire Bank, LawCash, and YieldStreet where Ron Suber is an Advisory Board member. In addition to business, we talk about other topics like his appearance on the hit reality TV show the Real Housewives of New York (RHONY). We also talk about Bethenny Frankel and how much he respects her, only nice things to say about Michael Cohen, living in Trump Tower and meeting President Trump.
LawCash was started in 2000. LawCash is a leading provider of pre-settlement funding and litigation financing for plaintiffs and offering assistance when you need it most.
He was previously the chairman and founder of HealthShield until its sale in 1999.
Esquire Bank is a commercial bank serving professional service firms, law professionals, small to mid-sized businesses, and individuals.
Dennis is the founder and chairman of Yield Street one of the largest crowdfunding companies in alternative assets in the United States. YieldStreet is a platform designed to provide easy access to institutional quality investments. Investors are connected to accredited investors to asset-based alternative investments with 8-20% target returns. Whereas borrowers help businesses raise affordable capital quickly by streamlining fundraising and connecting them directly to accredited investors.
YieldStreet is changing the way wealth is created, providing access to asset-based investments historically unavailable to most investors. YieldStreet allows you to participate in investment opportunities with low stock market correlation and target yields of 8-20% across litigation finance, real estate, and other alternative asset classes. YieldStreet’s technology platform creates a unique experience for investors at every level and provides valuable diversification and strength to most portfolios. Get started at www.yieldstreet.com.
Dennis is also the Chairman of Esquire Payment Systems. Today litigation business pays out approximately 700 billion per year using an antiquated checking system.
However, in the 21st century using checks to pay clients is not efficient or cost effective. Dennis discusses expanding his distribution of law firms from 42000 to 50000 upon signing two additional deals here in August of 2018. He plans to help law firms use a debit card payment system so that it provides their clients a greater tool which in turn will save money and provider greater access to cheaper funds at lower prices. As he puts it the distribution network is being built one lawyer at a time. This keeps the attorney in contact more with their client.
Dennis an author of several books, A Time to Plant Tears has been nominated for best short story Social Life Magazine. He has written other books: The Urgency of Now, God Went Fishing
Dennis is also a Broadway producer (Indecent) and currently working on a play (Me Too which he said would come out over the next 6-12 months either on or off Broadway.
Dennis was so proud to tell me that he was friends with Brian Koppelman. Dennis told the audience that Brian discovered Tracy Chapman, wrote Rounders and that everyone should watch Billions the show created by Koppelman. He also mentioned that Brian Koppleman was the writer of Rounders and The Girlfriend Experience) which Dennis has appeared.
Ron Suber says, One of the most important questions we will ever ask ourselves is: What are you willing to struggle for?"
I asked Dennis and he responded To Do Good that he was fortunate and in a position to help people. He further stated that he was comfortable where he was in business and that he gets satisfaction in helping others.
Thinking of his children he was quick to say that he also instills this same philosophy in his children. I could feel is genuine down to earth nature shining through as he said this and at that moment I was so thankful and grateful to be interviewing such an awesome entrepreneur and mentor to the younger business professionals in the audience.
On the subject of time management balance and philanthropy: he stated that you should focus a certain amount on your family and friends, a certain amount of time to business and certain amount to giving back and not just writing a check but getting other people involved which he mentioned was doing proper diligence for this year and beyond.
On the best advice he ever received "Bad people make for bad business" I will never forget this!
I love asking my guest whats your favorite quote: Dennis was on a role I didn't even need to ask him he just blurted out James Altucher - “When you get in the mud with a pig, you get dirty and the pig gets happy.”
At the end of the show, I asked Dennis what are some takeaways I was blown away when he said, "Thank you I appreciate your giving me all the time, everybody should listen and follow you go to the website listen to your podcast"
Dennis's last takeaway: "try to do a nice thing everyday"
At the end of the interview, Dennis says let me tell you one more funny story - Bethenny reads all her tweets so Dennis decided to set up a twitter account and was having trouble getting it set up with the passwords and Dennis was amazed at how Brian Koppelman saw that he set up a twitter account as Twitter notified Dennis that you now have a follower on twitter it was Brian Koppelman who became his first friend on twitter.
We joke back and forth at the end of the interview and I say well you will have a lot more after this interviewer.
Regtech meets fintech with this startup success in the industry. Evan Wong is the founder of Checkbox a regtech Australian startup in the fintech industry.
Checkbox is a technology company that is a disruptor in regulation compliance industry that helps professionals and firms in the legal, banking and tax industry’s but the technology can also be used in other industries.
According to Smartcompany Australian Checkbox just received 1.77 M in angel investing from Hong Kong and Singapore after two years of bootstrapping.
Connect with Evan on - > LinkedIn
Australia Radio TV host Nicole Cooper Banks is an Australian radio-TV host on HitFM 102.3 and HitFM 105.1
Nic hosts her own breakfast radio show on HITFM (Mid-North Coast for) Southern Cross Austereo, Australian Media Co they own 84 radio stations and 21 commercial TV licenses serving over 7 million Aussie's Australia's largest and most listened to radio network
She is also an actress, does commercials, print ads and is an award-winning presenter (national TV network).
Connect with her on - > LinkedIn
FreshMerge Marketing Software Fresh Finance CEO Teresa Leno. FreshMerge is marketing software for large sales team groups that are managed by various marketing departments to produce industry-specific content. The freshMerge software provides a dynamic newsletter, PDF print copy, and social media posting to LinkedIn and Facebook of each article automatically upon publishing for each of your sales team members branded to them and your company. Software managed by content writers, graphic designers. The company helps with message marketing automation for your sales team. The software is great for any industry that wants to help their sales teams grow their business and connect with their clients! freshMerge is a solution for social selling that benefits all company employees by giving them access to a particular industry content to help those company’s position themselves as experts in their particular industry by sharing content related to a given company. http://www.freshmerge.com/
https://www.linkedin.com/in/teresa-leno-13b51790/
The podcast currently has 84 episodes available.