In this episode of Mastering Your Financial Life, Judy Heft interviews Mark Campbell, Managing Director at Scout Valuations, an independent valuation and investment banking firm.

Tune into the episode to learn about:

At Scout Valuations, Mark manages valuation practice, specializing in business valuations of all types of business entities for purposes such as: divorce proceedings, shareholder disputes, tax compliance, estate planning, financial reporting, and mergers and acquisitions. Mark provides attorneys, high net worth individuals, public and privately held companies and business owners with valuation services for business planning and succession, shareholder disputes, buy/sell agreements, financial reporting, mergers and acquisitions, gifting interests, estate planning, taxation, matrimonial dissolutions, restructurings and reorganizations and litigation support services.

Connect with and learn more about Mark Campbell...

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 Jordan Linn, a partner at Tannenbaum Helpern Syracuse & Hirschtritt LLP in their Trusts and Estates (T&E) practice. With more than 20 years of T&E experience, Jordan brings a wealth of knowledge and sophisticated legal counsel to his clients. He advises business owners, real estate families, and other high net-worth individuals. Read more about Jordan and his work with Tannenbaum Helpern Syracuse & Hirschtritt LLP here: https://www.thsh.com/attorneys/jordan-s-linn

Tune into the episode to learn about:

Connect with and learn more about Jordan Linn...

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

In this episode of Mastering Your Financial Life, Judy Heft interviews Gordon Coyle, Expert Commercial Insurance Broker, Creator of The Strategic Risk Process, and Host of The New York Business Leaders Podcast. Gordon is
Principal & Chief Risk Architect at The Coyle Group and the third-generation owner of the business, an insurance brokerage started by his grandfather in 1929.
Tune into the episode to learn about:
* What it's like to run a third generation company
* How the insurance brokerage business has changed over the years
* The Coyle Group's clients types (and Gordon's favorites)
Connect with and learn more about Gordon Coyle...
* Connect with Gordon on LinkedIn: https://www.linkedin.com/in/gordoncoyle/
* Visit the business website: https://thecoylegroup.com/
* Subscribe to Gordon's podcast, The New York Business Leaders Podcast: https://newyorkbusinessleaders.libsyn.com
* Email Gordon: [email protected]
* Subscribe to The Coyle Group on YouTube: https://www.youtube.com/@TheCoyleGroup1
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 Marci Goldfarb, Senior Counsel at Schwartz Ettenger located in Melville, NY. Marci has been practicing law for over 30 years and specializes in all aspects of Estate Planning, including preparation of Wills and Trusts, probate proceedings, and estate and trust administration.

Tune into the episode to learn about:

* Why is a Power of attorney necessary and what could happen if you don't have one?

* What happens to your minor children if you die without a will?

* Should you have a revocable trust?

* When should you make updates to your estate plan?

* What happens if you die without a will?

Connect with and learn more about Marci Goldfarb...

* Connect with Marci on LinkedIn: https://www.linkedin.com/in/marcishoregoldfarb/

* Visit Schwartz Ettenger's website: https://selawny.com/

* Email Marci: [email protected]

* Call Marci: 516-398-2709

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 Nancy Kellman, Divorce Attorney. Nancy assists clients and their spouses in the financial and banking fields. Nancy is owner of Law Offices of Nancy D. Kellman. Attorney Kellman is a seasoned litigator.  She knows the intricacies of the legal process and will use her knowledge of the relevant law to support and guide you at the negotiation table or in the courtroom.

Tune into the episode to learn about:

* How Nancy helps clients who are contemplating divorce

* What options a couple has once a divorce is decided upon

* How Nancy's practice evolved to focus on divorce and family law issues

Connect with and learn more about Nancy Kellmann...

* Connect with Nancy on LinkedIn: https://www.linkedin.com/in/nancy-d-kellman-2819b619/

* Visit Nancy's business website: https://www.ndkellmanlaw.com/

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 David Mosenson. David Mosenson is the Founder and President of J&G Associates, Inc. and has been in the life insurance and financial service business for over 33 years. David and his associates help provide financial security to their clients by using a comprehensive financial approach and they offer products and solutions to protect what is most important.

In this episode of Mastering Your Financial Life, Judy Heft interviews David Lieser. David is a Partner in the Litigation, Trust and Estates and Elder Law Practice Groups at Certilman Balin Adler & Hyman, LLP. He is well-versed in trust and estate matters and elder law issues, including Medicaid planning, Article 81 guardianship matters, estate planning, estate administration, and Surrogate’s Court litigation. He also has an extensive background in commercial litigation in federal and state courts, with experience in all aspects of trial and appellate work.

In this episode of Mastering Your Financial Life, Judy Heft interviews Michael Hymes, Vice President & Financial Advisor at Shufro, Rose & Co., LLC. Michael has worked in the wealth management industry since 2014. He is a CERTIFIED FINANCIAL PLANNER™ professional and is a Certified Private Wealth Advisor® professional. Michael also serves as a member of the Estate Planning Council of New York City.

In this episode of Mastering Your Financial Life, Judy Heft interviews Joe Chatham, Managing Partner/Founder of USA 500 Clubs LLC. The USA 500 Clubs is an exclusive professional membership organization providing a platform for high-end professional business advisers to increase commerce through collaboration, strategic relationships, reputation management/enhancement, branding, and education.

In this episode of Mastering Your Financial Life, Judy Heft interviews Larry Heller, Founder & President of Heller Wealth Management.