MONEY WITHOUT MATH

There are 168 hours in a week, but how much of that time do we use intentionally?  Author and TED Talk speaker Laura Vanderkam helps us rethink how we spend our time.  Unlike money, you can’t make more time, but you can “bank” it in ways to help you more easily climb out of a “time debt.”

It’s likely not a matter of if a breach will occur—it’s when, and to what degree. Guest Blakeley Barker, a veteran in the commercial insurance industry, explains how detrimental it can be for medical practices and other businesses when a cyber security breach occurs.  We discuss the five steps that you need to take when there is a breach, and steps you can take to help protect your patients, clients, and business from total fall out.

Estate planning isn’t just for distributing stuff or minimizing taxes. We continue the conversation with attorney Ann Rotz and discuss planning considerations for parents of special needs children, and introduce trusts, digital assets, and providing for your pets.

Think you are not old or wealthy enough to need an estate plan? Think again. Attorney Ann Rotz breaks down the key documents EVERYONE needs, plus special considerations for parents of minor and young adult children.

Thomas Dahbura is President of Hub Labels, and has grown the business into one of the largest label companies in the US while also gaining recognition for environmental stewardship. AKA “The Label Guru,” Thomas is a fun and passionate leader who has been known to ride his bike around the office. We discuss leadership, nepotism, and how personal and business pursuits are built into a total package.

If your kids are anything like mine, they don’t know how to turn off lights when leaving a room.  Here’s an idea that has been working for us and may work for you, too!

Investment banking is not just for Wall Street. Financial advisors are to your personal assets what these bankers are to your successful business.  What you don’t know *can* hurt you, so listen in if you are wondering what these bankers do and why you might need them on your team.  Hint: you probably need them sooner versus later.

“Back to school shopping” takes on a whole new meaning when you have a student preparing to apply to college.  Guest Lynn O'Shaughnessy is a nationally recognized college expert, author, and speaker. She explains how to start the process when you’re looking at colleges, plus why and how you REALLY should be shopping for schools when your student is heading for college. 

What if I go back to school? What if I get that job? What if I quit my job? What if…?

Speaker, author and coach Julie Gaver uses this question to helps women reinvent themselves, by uncovering their talents and dreams so they can bloom.

Here’s a doctor giving advice that doesn’t involve medicine, but does make for a healthy prescription. In this episode, Dr. Mitesh Kothari shares how an early vision helped him avoid  financial traps physicians often fall prey to, while living out his family’s values.

Any information is not a complete summary or statement of all available data necessary for making an investment decision and does not constitute a recommendation. Investing involves risk and you may incur a profit or loss regardless of strategy selected.