My2CentsMatter

Summary

Ron educates baby boomers on investing. He has 2 master's degrees and 50 years of experience in pension consulting. Ron is a very astute investment management consultant.

Show Notes

Ronald J. Surz is co-host of the Baby Boomer Investing Show and president of  Target Date Solutions and Age Sage,  and CEO of GlidePath Wealth Management.  Target Date Solutions serves institutional investors, namely 401(k) plans. Age Sage serves do-it-yourself individual investors, and GlidePath serves individual investors who want an advisor. Ron’s passion is helping his fellow baby boomers at this critical time in their lives when they are relying on their lifetime savings to support a retirement with dignity.

An industry veteran, Ron started his consulting career with A.G. Becker in the 1970s and formed his own consulting firm in the 1990s. With master's degrees in applied mathematics and Finance, Ron publishes regularly and has developed leading-edge technologies like the patented Safe Landing Glide Path®, tracked by the SMART Funds® Target Date Index.  

In this episode, we talk about:

• Establish a financial plan.
• Build a diversified portfolio.
• Target-date mutual fund.

Summary

Minister Rechelle Fleneury is an entrepreneur, leader, and mentor. She is the founder of Brick-by-Brick Experience, a women empowerment movement that focuses on working with women that struggle with their beauty, identity, and those who desire to change the course of their destiny.

Show Notes

She is passionate about women sharing their unique life experiences to help give inspiration and encouragement to other women. She also gives strength and hopes to aspire single parents who want to make a difference in their lives. She holds a bachelor's degree in Psychology and a master's degree in Human Services with a concentration in Marriage and Family Therapy. Amongst her numerous accolades, her greatest accomplishment is being a wonderful wife and mother to her family.

In this episode, we talk about:

• A Bold Request
• Food for Starving Spirits
• Making Past Wrongs Right

Summary

Robert is a technology leader passionate about building exceptional scalable teams with a human-centric focus.

Show Notes

Robert shares the hard-earned knowledge and experience he built over the decades. He is extremely fortunate to have some of the best mentors on the planet guide him through his career, and he's hoping to provide a similar lift to others.

Robert is a technology executive and enterprise architect with 14+ years of diversified IT leadership, strategy, business development, cloud transformation, alliance management, delivery, and consulting experience.

He has demonstrated success in designing and implementing strategic initiatives at some of the world's largest and most complex organizations. I believe strongly in a human-centric leadership approach. Building and cultivating strong teams, paired with effective relationship management and communication, are the foundations of lasting success.

Robert has extensive experience delivering compelling and engaging content across various subjects like Personal Productivity, Financial Independence, Leadership, and Team Building.

In this episode, we talk about:

• Shift the MENTALITY.
• Strengthen the SKILLSET.
• Sharpen the TOOLSET.
• Solidify the DATASET.

Summary:

Tony Rogers has over 30 years in leadership positions in the financial services industry, including Vice President for MetLife.

Show Notes:

A fourth-generation Floridian, he was born and raised in New Smyrna Beach, Florida.

Tony graduated from Bethune-Cookman (then College) University magna cum laude with a bachelor’s degree in sociology. Following his undergraduate studies, Tony completed graduate work at Ohio State University in demographics. He earned his Juris Doctor degree from the Moritz College of Law at Ohio State University.

A licensed attorney, Tony has also had FINRA registrations as a registered representative, investment adviser representative, and a registered securities principal. 

Married to Darlene (a Miami-Dade County analyst) for 40 years, they have three children and one granddaughter. Kristen Pope, a Hampton University graduate, is employed by Harvard University. Candace Rogers is in management for the Darden Food Group, and Jordan Rogers is a Morehouse College graduate employed by Marvel Studios. Kristen is married to Richard Pope III, an MIT graduate and equity trader, and they are the parents of Lily Pope.

Tony is a member of Alpha Phi Alpha Fraternity, Inc. and Sigma Pi Phi Fraternity.

Summary

Mickie Kennedy, the founder of eReleases, launched his company 23 years ago when he realized that small businesses desperately need a affordable press release service.

Show Notes

eReleases launched 22 years ago after founder Mickie Kennedy realized that small businesses desperately need a press release service they could actually afford. Beforehand, he’d been working at a PR company when a small business owner called, saying to Mickie, “We won an award, and I want to send out one press release. I’ve called all the PR firms in the yellow pages, and they all have a minimum starting price of $20,000! Can you help me?” Mickie had to confess that the big PR company had the same minimum spend, but he saw an opportunity to help — and eReleases was born.

Mickie created eReleases to give small businesses access to the media and a national newswire – all with a personal touch. eReleases has grown since then and even works with big names now, but the spirit of Mickie’s original intent has not changed. eReleases delivers personal service and exceptional value to every customer, with every press release, at every price point.

Mickie lives in Baltimore County with his family and two feuding cats. He enjoys British science fiction and acknowledges an unhealthy addiction to diet soda. Mickie holds an MFA in Creative Writing with an emphasis in Poetry from George Mason University. He still writes poetry most Monday nights (virtually) with a group of fellow misfits in Brunswick, Maryland. Mickie loves podcast interviews, having appeared as a podcast guest on several shows.

In this episode, we talk about:

·       Custom National PR Newswire Distribution.

·       How a Press Release can benefit small businesses and authors.

·       Industry Targets & Trade Categories.

Summary

Denise Simpson, who also goes by Coach Denise, is an influential leader in the financial services industry. She is the Founder and CEO of GreenSmart Financials, a company that is commented to helping families with important life decisions.

Show Notes

Since starting her company, GreenSmart Financials, in February 2020 during a pandemic, she has helped over 300 families to protect their assets, build and secure retirement wealth, pay off debt, build savings for unexpected expenses, have alternate income in case of death or disability and build a legacy for the future. 

Coach Denise’s mission is to educate families about the living benefits of life insurance, which offers so much more. She says, “If you don’t have a L.I.R.P. - a Life Insurance Retirement Plan, you’re missing out on tax advantages.” Coach Denise holds a broker’s license in life insurance and annuities across states in America and is a graduate of Florida State University with a Bachelor of Science degree and a Master of Public Administration degree.  

In this episode, we talk about:

• Building Financial Security.
• Strategies Used to Create Wealth with Life Insurance.
• How to Use Life Insurance to Build Wealth?

Summary

Chanel Stovall is the CEO and Founder of Tee Guru USA, one of the first black woman-owned custom apparel websites.

Show Notes

In 2019 Chanel went on a journey to live life more intentionally. Her journey led her into the custom apparel industry, which married her passions and professional experience in graphic design, accounting, and retail. Her company is dedicated to helping small business owners elevate their brand and build community through custom apparel, which they achieve with their concierge-style of service.

 In this episode, we talk about:

·       Overcoming barriers to capital for black women-owned businesses.

·       Benefits of custom apparel for small businesses.

·       Target the Right Audience.

 Special Offer:

For May, Tee Guru USA will be offering a 10% discount to all customers that order products on their website. All you need to do is use  My2CentsMatter as the discount code, and you will receive 10% off any purchased product. 

Dr. Sophia J. Woodard is a Renaissance woman passionate about her call and purpose as a “change agent,” and transformational leader and woman in ministry.

Show Notes

Dr. Sophia is a “master teacher” and servant-leader who has spent the last 30 years developing her spiritual craft as a holistic practitioner, healer, writer, artist, interpretive & liturgical dancer and dance teacher, and transformational life coach while serving as an academician and academic leader during the last 25 years after earning her Ph.D. in Community College Presidency at Colorado State University in 2009.

In her new season of life, Dr. Sophia will earn a Master of Divinity from Vanderbilt University’s Divinity School in Nashville, TN, beginning in the Fall of this year. Dr. Sophia desires to serve God’s people in the “spirit of excellence” through her “gift of exhortation and empowerment” in the form of her passion and purpose work --- her amazing women’s empowerment/ministry and consulting organization----ASHANTI Truth, established in 2005 and designed to empower women of diverse ages and cultures to courageously excavate and uncover their God power and therein fulfill their purpose as a “Daughter/Woman of God.” Dr. 

Sophia is the proud and grateful mother of one adult son, Jamal, who is a thriving logistics expert with a Fortune 500 company,

In this episode, we talk about:

·       Get used to being uncomfortable.

·       Forget what others think of you.

·       Let Go and Let God.

Summary:

Terry A Grubbs Sr is a Servant Leader with more than 20 years of Human Resource experience. He is passionate about providing Human Resources infrastructure through technology, compliance, and people.

Show Notes:

Terry has a passion for Human Resources, and the development of small and mid-size businesses led him to launch his own consulting business ANG NextLevel Consultant Group, LLC, in 2016. In 2020, he decided to start another company name Allmark Media, the home of his new podcast show My2CentsMatter.Terry holds a Master's in Business Administration, and he is currently pursuing his Doctorate in Business Administration at Walden University. Terry is a veteran of the United States Air Force and an active member of Omega Psi Phi Fraternity Inc and Prince Hall Masonry. Most importantly, he is loved and supported by his wife and two children while standing firm on the biblical teachings of his Lord and Savior.

In this episode, we talk about:

• The Reassurance of Success.
• Learning from the Past.
• The victory of success starts in your mind.

Summary

Reverend Brown is the author of the book Delicious Delights and the creator of a inspirational platform on Facebook called Biblical Truths.

Show Notes

• Rev. Brown received her BS in Computer Science, Savannah State University (Savannah, GA). MS in Counseling Psychology, Cameron University (Lawton, OK), and a MAT in Theological Studies, Liberty University, (Lynchburg, VA).
• Rev. Brown and her husband have a beautiful daughter, Dominique. 
• Reverend Brown was licensed on March 3, 1997, at Independence Missionary Baptist Church of Leavenworth, Kansas, by Pastor B.J. Landrum. Rev. Brown faithfully served in several churches in various leadership roles and ministries. Rev Brown joined Sweet Home Missionary Baptist Church, Miami, FL, September 6, 2009, and received a third license to preach the gospel and was ordained November 11, 2018, by Pastor Theo Johnson. 

In this episode, we talk about:

• The inspiration for the book.
• Growth and Development.
• Relationship Building.

Closing remarks/recap

• Please subscribe and download the show on Apple Podcast, Google Podcast, Spotify, Amazon Music, and several other platforms.
•  You can also go to our website @www.my2centsmatter.com to catch up on all the episodes from seasons 1 &2 and purchase My2CentsMatter products to help support the show.

If you want to talk more or have ideas for discussion, please email me at [email protected]. 

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