In this episode of Mastering Your Financial Life, Judy Heft interviews, Joshua Goldberg, Co-managing Partner at Nath, Goldberg & Meyer. Joshua is a patent attorney helping companies who want to protect their innovations in under one year to introduce new products, prevent competition and build company value. Joshua "helps clients let people live in the future."

Nath, Goldberg & Meyer (NGM) is an intellectual property law firm engaging in all aspects of intellectual property law practice.

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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/

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, Financial investigator Phil Segal. Phil is the founder of Charles Griffin Intelligence in New York City. He understands both law and complex finance. Phil is also an author of the book, The Art of Fact Investigation (Ignaz Press, 2016).

Charles Griffin Intelligence specializes in legal and complex financial investigations. They help lawyers, investors and litigants with fact finding. They can find assets, conduct due diligence, and locate and profile witnesses or other key individuals in the context of litigation, takeover battles, or crisis management.

Connect with and learn more about Philip Segal:

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: 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 Allison Dolzani, a partner at Julie Kessler LLP. A boutique law firm dedicated to trusts and estates since 1946, Julie Kessler LLP offers estate planning solutions designed to maximize estate, gift, income, and generation-skipping tax efficiency. ​

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Allison specializes in estate planning, estate administration and Surrogate’s Court practice. She represents both domestic and international individuals and multigenerational families in sophisticated estate planning, with an emphasis on minimizing the impact of gift, estate, generation-skipping transfer and income taxes.

Connect with and learn more about Allison Dolzani:

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: 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 CPA and partner at Citrin Cooperman, Robert Winton. Robert has over 20 years of experience in tax and business advisory services.

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Connect with and learn more about Robert Winton:

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.

In this episode of Mastering Your Financial Life, Judy Heft interviews Natalie Karp, Founding Partner of Karp Loshak LTC Insurance Solutions. Natalie is a specialist and an award-winning independent insurance broker. She is a trusted resource for consumers and professionals alike.

With Rona Loshak, Natalie formed Karp Loshak LTC Insurance Solutions in 2008, recognizing the void in the marketplace for specialists in Long Term Care Insurance options. As adult children of widowed mothers, they represent the sandwich generation—those who care for children and aging parents. They saw first-hand the importance of planning ahead.

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Connect with and learn more about Natalie Karp:

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 Geoff Garfield, Sales Specialist at SuccessionMatching, an online community of business buyers, sellers, and succession planning professionals. Their mission is to provide the assistance required for successful ownership transitions that benefit all parties involved, ensuring farms and businesses in communities across North America continue to operate for generations to come.

Tune into the episode to learn:

Connect with and learn more about Geoff Garfield..

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: 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 Rona Wexler, Founder & President, The Employability Expert. Ms. Wexler is Your Employability Expert in legal disputes. Employability Expert works mostly within the following areas:

A vocational evaluator, career consultant, executive recruiter and business consultant, Ms. Wexler knows the real world of employability assessment and job placement. She combines her expertise in assessing job candidates with a vocational evaluator’s scientific methodology and solid labor market research for divorce proceedings and employment litigation. It is this combination that the courts find most compelling.

Tune into the episode to learn:

Connect with and learn more about Rona Wexler...

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: 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 Andrea Brodie, partner at Abrams Fensterman, LLP in the matrimonial and family law department. Abrams Fensterman, LLP serves clients throughout New York State from offices in Long Island, Brooklyn, White Plains, Rochester, and Albany.

Prior to joining Abrams Fensterman, Ms. Brodie worked at another prominent family law boutique firm as their senior associate with an emphasis almost exclusively on family and matrimonial cases. Read more about Andrea Brodie: https://www.abramslaw.com/attorneys/andrea-brodie/

Tune into the episode to learn about:

Connect with and learn more about Andrea Brodie...

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.

In this episode of Mastering Your Financial Life, Judy Heft interviews matrimonial attorney, Elizabeth (Elle) Erickson. With her varied experiences in all facets of family law practice and matrimonial litigation, Elle has developed a sophisticated and creative approach to litigation and negotiation.

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Elle has practiced exclusively in the field of matrimonial and family law since prior to her graduation from law school, beginning her tenure with a firm of solicitors in London, England. She began her career serving as the Judicial Law Clerk to Hon. Ronald L. Reisner in the New Jersey Superior Court – Family Part, where she assisted with drafting decisions and orders on all issues before that court, including pendente lite relief, child support, custody, equitable distribution, maintenance, court procedure and jurisdiction, and post-judgment enforcement and modification. With more than fifteen years of experience, Elle has represented clients in all stages of complex and high net worth matrimonial and family law matters, including pre-judgment and appellate proceedings on Long Island, in Westchester County, and New York City.

Connect with and learn more about Elle Erickson...

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 Xavier Lederer, Founder & CEO of Ambrose Growth Business Coaching. Ambrose Growth helps you grow faster and with less pain. They do this by helping you and your leadership team identify and remove growth roadblocks.

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Xavier Lederer is the entrepreneur's secret weapon. Xavier works with growth-minded CEOs who are frustrated by the way their business is growing; often they lose sleep at night because they can’t focus on their most important priorities during the day. As a business growth coach his passion is to help mid-market companies adjust their management approach so that they can grow faster and with less pain – and hence create exciting opportunities for personal development.

Connect with and learn more about Xavier Lederer...

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