Mastering Your Financial Life — Episode 67

For almost two decades, Lauren has been helping business thought leaders leverage their expertise for greater visibility, credibility and ultimately profitability for their businesses. Throughout her career, Lauren has worked with bestselling authors, C-Suite executives, entrepreneurs, doctors, lawyers and innovative brands and non-profits to advance their business goals by generating high-impact press placements.

Tune in to this episode for these key takeaways:

* What is public relations and why is it important

* Biggest misconceptions about PR

* How to know if PR is right for your business and what things should be in place before starting a PR or thought leadership campaign

* LBR/PR in a Box — what it is and why we need this in the market

* How to set your business apart from the competition

Learn more from and connect with Lauren Banyar Reich:

* Connect with Lauren on LinkedIn: https://www.linkedin.com/in/lbrpr/

* Follow LBR/PR on LinkedIn: https://www.linkedin.com/company/lbr-pr

* Visit LBR/PR's website: https://www.lbrpr.com/

* Email: [email protected]

Mastering Your Financial Life — Episode 66

In this episode of Mastering Your Financial Life, Judy Heft interviews Merry Neitlich. For over 30 years, Merry has been a leader in branding and business development working with professional service providers. She is an award-winning consultant who assists firms in raising their visibility and driving new revenue.

Merry is founding partner of EM Consulting, a leading business development consultancy with over 25 years of experience in professional services marketing, brand development and business development solutions, coaching and training. There are offices in Irvine, California and Chicago, Illinois.

Tune in to this episode for these key takeaways:

* The importance of creating a distinctive brand that's real and true to the business and how Merry and her team get there with their clients

* Why a company should start with branding when thinking of business development

* How a company or firm applies its brand to achieve increased visibility and profits

* Once the brand is applied, how to strategize to create sustained business development opportunities that combine clients, non-clients, and referral sources

* The most common mistakes firms and companies make with regard to their websites

* How long it takes to go from branding to seeing actual revenue increase

Learn more from and connect with Merry Neitlich:

* Connect with Merry on LinkedIn: https://www.linkedin.com/in/merryneitlich/

* Follow EM Consulting on LinkedIn: https://www.linkedin.com/company/extreme-marketing/

* Visit EM Consulting's website: https://emconsults.org/

* Email: [email protected]

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In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates.

* Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft/

* Visit Judith Heft & Associates' Website: http://www.judithheft.com/

Subscribe to Mastering Your Financial Life on Apple podcast

Mastering Your Financial Life — Episode 65

In this episode of Mastering Your Financial Life, Judy Heft interviews Erin Ardleigh, Founder and President of Dynama Insurance. Dynama Insurance is an independent brokerage representing the country’s largest and most reputable insurance companies. Dynama takes an educational, transparent approach and will help you compare multiple options in order to select the best possible insurance policy. Erin provides life, health, disability, and long-term care insurance from the strongest insurers.

Tune in to this episode for these key takeaways:

* The most important advice Erin gives to someone who needs insurance

* Mistakes to avoid when buying insurance

* Ideal age to acquire long-term care insurance

* Types of insurance Erin recommends for particular life stages

* Life Settlement — What is it and is it right for you

Learn more from and connect with Erin Ardleigh:

* Connect with Erin on LinkedIn: https://www.linkedin.com/in/ardleigh

* Visit Dynama Insurance's Website: https://dynamainsurance.com/

* Email: [email protected]

In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates.

Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft/

In this episode of Mastering Your Financial Life, Judy Heft interviews Katherine Taylor, a Maryland lawyer who represents business owners. Based in Maryland, Katherine is the Founder and Owner of Taylor Legal™. Katherine is also an adjunct professor in the Intellectual Property and Entrepreneurship Clinic at the University of Maryland Carey School of Law.

Taylor Legal™ specializes in representing startups, emerging and established businesses and/or their founders and owners. Like many of our clients, we at Taylor Legal™ are running a business, so we understand the issues that face business owners.

Tune in to this episode for these key takeaways:

* How to protect your business in the event the owner becomes incapacitated or passes away

* The key differences between being a solo practitioner, forming an LLC, and becoming a corporation

* What a business owner can do to protect their own personal assets from any potential claims against their business

* The importance of an operating agreement

* How business bank accounts should be titled

* How to choose the signatory on business bank accounts

Learn more from and connect with Katherine Taylor:

* Visit Taylor Legal's website: https://www.taylorlegal.com/

* Watch Katherine's videos and subscribe to the Taylor Legal YouTube channel (if you're a business owner, make sure to check out Katherine's video on the Corporate Transparency Act): https://www.youtube.com/channel/UCLSQcqb98NubiqJIM8WfYOQ

* Connect on LinkedIn: https://www.linkedin.com/in/katherineltaylor/

* Follow Taylor Legal on LinkedIn: https://www.linkedin.com/company/taylor-legal/

* Follow Taylor Legal on Facebook: https://www.facebook.com/taylorlegalbizlaw

* Follow Katherine on Instagram: https://www.instagram.com/ktaylorpics/

* Do you have experience with Taylor Legal? Write a review on Google: https://tinyurl.com/yjktf84u

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In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates.

Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft/

Subscribe to Mastering Your Financial Life on Apple podcast:

Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

In this episode of Mastering Your Financial Life, Judy Heft interviews Pamela Mosiello.

Pam Mosiello has over 20 years of experience in public accounting with a focus on tax planning, preparation and consulting services to high-net-worth Individuals, family office clients, trusts and estates, private foundations and closely held businesses. She advises clients with complex tax reporting requirements, including those with financial assets held in foreign trusts, institutions and other entities.

In addition, Pamela also provides multi-state tax planning concerning residency as well as tax planning for individuals approaching retirement. She also has extensive experience representing clients before the IRS and state/local taxing authorities.

Tune into the episode for insights from Pamela Mosiello:

* Pam's takeaway from the October 2023 tax season

* How Pam is advising her clients for end-of-year planning

* The importance of preparing ahead for taxes

* Advice about charitable giving

Connect with and learn more from Pamela Mosiello:

* Connect with Pam on LinkedIn: https://www.linkedin.com/in/pamela-a-mosiello-cpa-143a9422/

* Read more about Pam on the UHC website: https://uhy-us.com/professional/pam-mosiello

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In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates.

Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft/

Visit Judith Heft & Associates' Website: http://www.judithheft.com/

Subscribe to Mastering Your Financial Life on Apple podcast:

https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980

Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

In this episode of Mastering Your Financial Life, Judy Heft interviews Eric Sarver, Esq., the founding attorney of Sarver Law Firm, PLLC, a Manhattan-based boutique employment law and business law firm which opened its doors in April of 2001. Eric and his firm counsel, defend, and represent small to mid-sized businesses in various industries, helping small to mid-sized companies to navigate the ever-changing world of federal, state, and municipal labor and employment laws, while defending employers / management in federal and state courts, arbitration, or in government investigations in matters such as employment discrimination, wage and hour violations, paid leave issues, breach of employment contract, or commission disputes. Sarver Law Firm, PLLC further provides business law services, from business formation to buy-sells, drafting of Investor Agreements, RSPA’s, Operating Agreements, partnership formation and dissolution, and commercial litigation.

Tune into the episode for insights from Eric Sarver:

* How the change to a remote or hybrid workforce created new labor and employment law challenges, and financial impact, for businesses

* 3 Lessons in employment law that employers can take away from the Covid-19 pandemic

Connect with and learn more from Eric Sarver:

A Long Island native who went to SUNY Binghamton and Hofstra Law School, Eric Sarver began practicing law in January 1999 at a prominent Park Avenue firm, and later at a small civil rights and employment law firm on Long Island. Eric lives in suburban New Jersey with his wife, Sarah, and their young son, Nathan. He enjoys spending time with his family, playing guitar, karaoke, cycling, the beach, and going to the gym.

* Connect with Eric on LinkedIn: https://www.linkedin.com/in/eric-sarver-esq-a7a4a413/

* Visit Sarver Law Firm, PLLC's website: https://sarver-law.com/

* Follow the Sarver Law Firm, PLLC on LinkedIn: https://www.linkedin.com/company/sarver-law-firm/

* Subscribe to the Sarver Law Firm, PLLC on YouTube: https://www.youtube.com/@SarverLawFirmPLLC

* Follow the Sarver Law Firm, PLLC on Facebook: https://www.facebook.com/SARVERLAWFIRM/

* Follow the Sarver Law Firm, PLLC on Twitter: https://twitter.com/EricSarver73

* Check out Eric's podcast: https://podcasts.apple.com/us/podcast/employment-law-today/id1616933480

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In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates.

* Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft/

* Visit Judith Heft & Associates' Website: http://www.judithheft.com/

* Subscribe to Mastering Your Financial Life on Apple podcast:

* Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

In this episode of Mastering Your Financial Life, Judy Heft interviews Jeremy Poock, founder of Senior Attorney Match. Founded in 2013, Senior Attorney Match designs and implements succession plans for attorneys.

Tune into the episode for insights from Jeremy Poock:

* How law firms are valued

* How to and the importance of transferring client trust when selling a firm

* Options lawyers have when selling a law firm

* Why lawyers should have business training

* Current trends seen in law firm sales

* Financial tips for senior lawyers considering succession planning for their law practices

Connect with and learn more from Jeremy Poock:

* Connect with Jeremy on LinkedIn: https://www.linkedin.com/in/jeremypoock/

* Follow Senior Attorney Match on LinkedIn: https://www.linkedin.com/company/senior-attorney-match/

* Subscribe to Jeremy's YouTube Channel: https://www.youtube.com/@thelawfirmseller

* Visit Senior Attorney Match's website: https://www.seniorattorneymatch.com/

* Follow Senior Attorney Match on Facebook: https://www.facebook.com/SeniorAttorneyMatch

* Follow Senior Attorney Match on Twitter: https://twitter.com/srattorneymatch

* Tune in to Jeremy's two live streams per month: (i) The State of the Market for Law Firm Sales in 7 Minutes; and (ii) The Ask the Law Firm Seller Show: https://srattorneymatch.podbean.com/

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In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates.

* Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft/

* Visit Judith Heft & Associates' Website: http://www.judithheft.com/

* Subscribe to Mastering Your Financial Life on Apple podcast: https://podcasts.apple.com/us/podcast/mastering-your-financial-life/id1628822980

* Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

In this episode of Mastering Your Financial Life, Judy Heft interviews Jill Spielberg, a Partner at Abrams Fensterman, LLP. Jill is the Director and Partner-in-Charge of the Matrimonial and Family Law Practice of the White Plains Office.

Tune in to the episode for insights from Jill Spielberg:

* The surprising benefits of prenuptial agreements for both parties outside just the protection of assets

* Why she wishes couples were required to take a marriage education course

* Where to begin from a financial perspective when contemplating divorce

* The importance of financial inclusion in a marriage to be prepared in case of unexpected death or divorce

* Why Jill sees divorce mediation as counter-intuitive

Connect with and learn more from Jill Spielberg:

* Read more about Jill on her firm's website: https://www.abramslaw.com/attorneys/jill-spielberg/

* Connect on LinkedIn: https://www.linkedin.com/in/jill-spielberg-9b654930/

* Call: (914) 607-7010 * Email: [email protected]

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In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates.

* Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft/

* Visit Judith Heft & Associates' Website: http://www.judithheft.com/

* Subscribe to Mastering Your Financial Life on Apple podcast

* Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

In this episode of Mastering Your Financial Life, Judy Heft interviews Dan Wice. Dan Wice is an independent Insurance Advisor who specializes in working with people's trusted advisors, such as Financial Advisors, CPAs, Attorneys to name a few. Dan has almost 30 years of experience in the Financial Services industry with the last 14 years focused on helping guide people with their Risk Management solutions in Life, Long-Term Care, and Disability insurance.

Tune into the episode for insights from Dan Wice:

* The importance of life insurance in your financial planning strategy and how it will evolve throughout your life

* Wealth transfer strategies — what's working and what isn't

* The difference between Permanent Insurance and Term Insurance

* The importance of Long-term Care and how it may change throughout your life

Connect with and learn more from Dan Wice:

* Connect on LinkedIn: https://www.linkedin.com/in/dan-wice-8800354

* Visit Dan's business website: https://www.americanbusiness.com/

* Email: [email protected]

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In each episode of Mastering Your Financial Life, Judy Heft interviews professionals who help others successfully manage their financial lives. Judy is a Financial and Lifestyle Concierge and Founder & CEO of Judith Heft & Associates.

* Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft/

* Visit Judith Heft & Associates' Website: http://www.judithheft.com/

* Subscribe to Mastering Your Financial Life on Apple podcast

* Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ

In this episode of Mastering Your Financial Life, Judy Heft interviews Jeffrey M. Verdon, Partner and Chair of Asset Protection at Falcon Rappaport & Berkman LLP. Jeffrey's focus is on estate planning and asset protection for affluent families and successful business owners.

Jeffrey is also author of Estate Planning for Women Only (available on Amazon: https://www.amazon.com/Estate-Planning-Women-Jeffrey-Verdon/dp/1494807505)

Tune into the episode for insights from Jeffrey Verdon:

* Jeffery's career journey that led him to his unique approach to estate planning for the more affluent family and business owner

* What asset protection planning is and why is it so important

* Some of the techniques Jeffery's firm uses to achieve integrated estate planning with asset protection

* Jeffrey's book, Estate Planning for Women Only — How and why he came to write it and key takeaways

Connect with and learn more from Jeffrey Verdon:

* Connect on LinkedIn: https://www.linkedin.com/in/jeffreyverdon/

* Follow Falcon Rappaport & Berkman LLP on LinkedIn: https://www.linkedin.com/company/frblaw/

* Follow Falcon Rappaport & Berkman LLP on YouTube: https://www.youtube.com/channel/UCvNmnNgrh4HneTAPN9HK1DQ

* Visit Falcon Rappaport & Berkman LLP's website:

===* https://jmvlaw.com/

===* https://frblaw.com/practice-areas/asset-protection/

* Follow Falcon Rappaport & Berkman LLP' on Facebook: https://www.facebook.com/FRBLaw

* Follow Falcon Rappaport & Berkman LLP' on Twitter: https://twitter.com/frblaw

* Call: 949-333-8152

* Email: [email protected]

* Connect with Judy Heft on LinkedIn: https://www.linkedin.com/in/judyheft/

* Visit Judith Heft & Associates' Website: http://www.judithheft.com/

* Subscribe to Mastering Your Financial Life on Apple podcast

Don't miss a video by subscribing to Judith Heft & Associates' YouTube Channel: https://www.youtube.com/channel/UCxnWUm35dJhmCX0XPX_eZhQ