Finance Episodes

Curtis May joined our show today to discuss his approach to helping investors really lay out a plan and execute it well. He describes himself as a 'defensive coordinator' for wealth planning and he explains it incredibly well. He helps people set goals, find a path to achieve them, then execute each step. When a business owner or their team can relax about their financial health, other parts of their life can also improve. This concept is so important to grasp and made for a great episode. Find ...

The 2nd Annual Healthy Team Healthy Business Wellness Summit is just around the corner on Jan 16, 2025. Have you registered yet? Our inaugural event in 2024 was a great success and this year we have strived make it even better. Our lineup of speakers and the topics we're covering will not be found in any events like this in our region. We have world renowned experts in topics from body mechanics, ancestral health, sensory development, mineral analysis, yoga, and more. Also a curated lunch menu t...

As a college student and son of parents in the medical professions, Luka saw what the COVID-19 situation did to the front-line providers of care in terms of getting supplies on time, of good quality and definitely at a fair price. He built a supply chain marketplace to help facilitate this and it caught on. Now he and his team have built Grapevine into a marketplace not just for times of crisis, but in day to day operations of medical facilities. We discussed the genesis of Grapevine, where it i...

Zack Tlili joined us for an inspiring episode today. His story of overcoming loss, poverty, self motivation and then business and life success is really one folks need to hear. Zack lost both parents when he was just 10yrs old, found himself in another country, sometimes stealing food to survive, to now being an author, motivational speaker, and operating one of the most successful Ford Auto dealerships in the US!! He shares his faith, his tips for leaders, his daily habits and more. Learn more...

We really wanted to know more about the nuts and bolts of buying and selling a business and we covered that today with guest Justin Marriott of Marriott & Company based out of Richmond, VA. Justin and his team help businesses sell through a process which gets the job done but also at the best possible value for the sellers. Justin talked to us about his process, preparing the presentation to potential buyers, getting the business ready, what owner need to do and so much more. This was a differen...

Kevin McKannan is an attorney specializing in business law and estate planning. His practice includes business structure, succession planning, general business legal advice and also real estate law. Kevin actually talks with his clients about their health, making sure they understand the stresses of owning and operating a business and the importance of being healthy to withstand that stress. He has a system in place to cover all of the necessary questions an entrepreneur needs to answer for long...

Paul Magness came on the show today to answer some questions Dave and Josh had about personal financial management and team financial health. But.... we headed off in a new direction, with Paul's guidance, to discuss where he thinks all such discussions have to start which is the laws of Gratitude. Paul stumbled onto a document someone left in his truck and it really impacted him greatly. So he shared this with us today and we just really think our listeners will enjoy this conversation. The hos...

We're joined today by Shawn Rider who is a local crossfit gym owner and also an educator on personal financial wellness. Shawn has explored many avenues of personal wealth management while growing his business, planning for his family and helping his employees. He mentors high school age folks about financial health and is definitely having an impact. We discuss how to talk to your team about financial health, what are common pitfalls people face, what advice should we NOT l...