Curtis Glovier Chairman, CEO, and President of PENSCO Trust Company is interviewed in this episode. 

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Adam Weingartner, CFA, Partner at Bluestone Wealth Partners is interviewed in this episode. 

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Conrad Wilton Associate Attorney at Fox Rothschild LLP is interviewed in this episode. 

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Zack Rosenberg Co-Founder and CEO at CATAPULT is interviewed in this episode. 

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Jeff Badu, CPA Tax Practitioner at Badu Tax Services, LLC is interviewed in this episode. Badu Tax Services, LLC is a tax firm that offers a comprehensive set of tax services including tax preparation, tax planning, and tax representation. 

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Seana Davis Chief Visionary Officer and Founder at Paiir Solutions is interviewed in this episode. Paiir partners with companies to craft lasting solutions to build effective teams, retain or acquire top talent and groom leaders to do both.

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Jim Karrh Ph.D. Founder of Karrh and Associates and host of Manage Your Message podcast is interviewed in this episode. 

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Cortney Sells President at The Firm Business Brokerage is interviewed in this episode. Cortney is an accomplished brokerage expert with an instinct for mergers and acquisitions. With over 250 transactions under her belt, she and her team at The Firm Business Brokerage specialize in pairing the owners of existing businesses with qualified individuals who can continue the legacy of the business. 

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Bobby Toda VP Sales and Marketing at CAS Technology International is interviewed in this episode. 

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Kyle Goguen Founder at Pawstruck.com is interviewed in this episode. 

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Apply to become a featured co-author in one of Adam's upcoming books: https://www.moneymatterstoptips.com/coauthor