Best CEPA Podcasts (2025)

1
How a financial advisor quarterbacked a transaction correctly 14:39

6d ago14:39

14:39

Rick Krebs and guest Josh Hogge discuss a successful business sale involving a financial advisor who effectively guided the client through the process as a "quarterback". The advisor, who typically consults clients on financial matters, demonstrated his value by coordinating with business brokers and CPAs. He facilitated a valuation, attended key m…

1
Using AI to systematize operations and the sale of your business with guest Matt Gruber 36:59

11d ago36:59

36:59

In this podcast we discuss the complexities of selling a business, featuring Matt Gruber, an entrepreneur with a legal background. Matt shares his experience of losing a business due to lack of succession planning and the importance of documenting and cloning business knowledge. He introduces Cotingency, a service that uses AI to help business owne…

1
Money Rx - Taxes & Your Retirement 19:57

20d ago19:57

19:57

In this episode, Josh Taffer and Dave Jesiolowski discuss the various types of accounts physicians typically have, including traditional retirement accounts, taxable accounts, and Roth accounts. They explore the implications of taxes on these accounts, the benefits of tax-free growth in Roth accounts, and strategies for utilizing health savings acc…

1
What Every Entrepreneur Needs to Know About IPOs with guest Paul Hickey 32:48

2M ago32:48

32:48

This episode breaks down the critical decision-making process for entrepreneurs considering an IPO or seeking venture capital, providing compelling insights into how to evaluate the options available. Key points include: • Importance of IPO vs. venture capital decisions • Outlining the benefits of going public • Understanding costs associated with …

1
Money Rx - Protect Your Assets, Income & Lifestyle 21:14

2M ago21:14

21:14

In this episode of MoneyRx, hosts Dave and Josh discuss the critical importance of protecting assets, income, and lifestyle for physicians. They delve into personal and professional risks, emphasizing the need for income protection through disability insurance. The conversation covers various types of insurance, including business overhead insuranc…

1
Money Rx - How to Choose Your Financial Advisor & Financial Firm 24:12

2M ago24:12

24:12

In this episode of MoneyRx, hosts Dave and Josh discuss the critical aspects of selecting a financial advisor. They emphasize the importance of choosing the right people to influence financial decisions, the fiduciary responsibility of advisors, and the need for trust and connection. The conversation covers the role of financial advisors in a broad…

1
Money Rx - Stop Trading your Time For Dollars 28:00

3M ago28:00

28:00

In this episode of Money Rx you'll discover how you can build a financial plan that lets you work because you want to, not because you have to. Josh Taffer and Dave Jesiolowski discuss the five key areas of financial planning specifically tailored for physicians. They emphasize the importance of tax planning, risk management, asset location, cash f…

1
Money Rx - Best Financial Practices For Physicians 17:26

3M ago17:26

17:26

In the inaugural episode of the MoneyRx Podcast, hosts Dave Jesiolowski and Josh Taffer discuss the importance of financial education for physicians. Dave & Josh talk about various topics, including the challenges physicians face in managing their finances, the significance of execution in financial planning, and the critical factors to consider wh…

1
Leveraging Qualified Opportunity Zone State Tax Credits with Andrew Doup 32:08

4M ago32:08

32:08

In this episode of Elevate Your Business, Adam welcomes Andrew Doup, founder of Syndication Counsel, to discuss the powerful tax benefits of Qualified Opportunity Zones. Andrew shares his expertise on how these zones work, the federal and state tax incentives they offer, and how investors can strategically leverage them to maximize their returns wh…

1
Facing the Unexpected: Strategies for Change with Life Coach Suzanne Campi 34:24

4M ago34:24

34:24

In this episode of The Retirement Fiduciary, Adam Koos is joined by life coach Suzanne Campi for an inspiring conversation about navigating life’s transitions. Suzanne shares her expertise on helping clients embrace change, whether it’s preparing for retirement, dealing with an unexpected career shift, or simply facing life’s uncertainties. Togethe…

1
Smart Strategies for a Successful Business Exit with Joseph Sofia 47:45

4M ago47:45

47:45

In this episode of Elevate Your Business, Adam sits down with Joseph Sofia, Regional President of First National Bank in Central Ohio. With expertise in commercial and middle-market banking, loan origination, portfolio management, and credit analysis, Joseph shares practical insights for business owners navigating the complexities of scaling and se…

1
Momentum and Volume - The Other Major Factors to Consider When Investing 36:54

5M ago36:54

36:54

In this episode of The Retirement Fiduciary, Adam Koos concludes his NERD-vember series with Part 2 of "Major Factors to Consider When Investing," shifting focus to two additional critical factors in investing: momentum and volume. Building on the foundation set in Part 1, Adam explains how these indicators can help you better understand market beh…

1
How I Built It with Andy Fruechtnicht, Founder and CEO of Single Source IT - Elevate Your Business 52:02

5M ago52:02

52:02

In this episode of Elevate Your Business, Adam continues the "How I Built It" series with Andy Fruechtnicht, CEO, President, and Founder of Single Source IT, based in Columbus, Ohio. Andy shares his journey from his very first job to becoming a successful entrepreneur in the IT industry. He talks about what inspired him to start his business and th…

1
Price and Trend - 2 of The Major Factors to Consider When Investing 23:01

5M ago23:01

23:01

In this episode Adam is diving into the first part of his NERD-vember series, doing a deeper dive into 2 of the major factors to consider when investing... price and trend. Adam will be looking at these 2 indicators and how to use them to determine if it's a good TIME to buy, or when it's a good time to buy or sell your current investments. Examing…

1
Ep. #27: The Advisor’s Own Financial Plan - Brooklyn Brock, CFP®, CEPA®, ChFC® 36:17

5M ago36:17

36:17

Comprehensive financial planners are experts at helping our clients manage their money in support of their goals. But what about the advisor’s own financial picture? Who’s advising them? Our guest, Brooklyn Brock, CFP®, CEPA®, ChFC®, founder of Ellevate Advisors, discusses her work as an advisor to financial advisors, helping them to reach financia…

1
Getting 'Exit Planning' Out of Your Vocabulary with Bob St. Germain 43:46

6M ago43:46

43:46

In this episode of "Elevate Your Business," Adam talks with Bob St. Germain, Managing Director and Principal at Corporate Finance Associates in Columbus, Ohio, about why exit planning is essential for business owners from day one. Bob explains the importance of integrating exit strategies from day one, transforming the way owners think about and pl…

1
Making Estate Planning Easier with Dan Baron of Baron Law 42:22

6M ago42:22

42:22

In this episode of "The Retirement Fiduciary," Adam sits down with Dan Baron, an expert in estate planning, elder care law, probate, and business succession, to simplify the often daunting process of estate planning. Together, they explore important topics like whether or not you should avoid probate and how the probate process can impact your asse…

1
Simplifying Estate Planning with Dan Baron of Baron Law 42:18

6M ago42:18

42:18

In this episode of "Elevate Your Business," Adam sits down with Dan Baron, an expert in estate planning, elder care law, probate, and business succession, to simplify the often daunting process of estate planning. Together, they explore important topics like whether or not you should avoid probate and how the probate process can impact your assets.…

1
Recruiting and Attracting Top Talent with Robb Christenson and Chuck Nauman of Peerless Search 33:31

7M ago33:31

33:31

In this episode of "Elevate Your Business," Adam sits down with Robb Christenson and Chuck Nauman, Co-Founders and Partners at Peerless Search, a leading talent solutions firm specializing in Finance, Accounting, and Tech placements. Robb and Chuck share their insights on the current state of recruiting, emphasizing the crucial role of authenticity…

1
California legislation; Taiwan registration; EU derogations for a jet fuel preservative 26:17

7M ago26:17

26:17

In this episode, North America desk editor Julia John talks about California legislation that could limit phthalates in IV bags, bisphenols in children's products and more. Asia senior reporter Uzair Aftab talks about how businesses are dealing with Taiwan's upcoming deadline for registering more than 100 priority existing chemicals. Finally, senio…

1
Daylight - The One Important Thing to Watch When The Market Goes Haywire 20:26

7M ago20:26

20:26

"Up The Escalator - Down The Elevator" In this episode of The Retirement Fiduciary, Adam explores the concept of "Daylight," a key metric that investors should pay close attention to when markets become volatile. Daylight refers to the average price of an investment over a specified period, offering a clearer picture of an asset’s performance by sm…

1
These 10 Wealth Principles Are the Key to Financial Freedom! 32:00

7M ago32:00

32:00

Welcome to Retirement Intel. A weekly show where we discuss the latest topics in the world of retirement planning. Register for our special Election 2024 Webinar https://us06web.zoom.us/webinar/register/2317259796632/WN_waTtS70hQKSHdziwHSmQMg See if you’re on track https://www.theoremwm.com/start-here This weekly show airs every Tuesday at 4 p.m. C…

1
How The End of Trump's Tax Cuts Impact Your Retirement - Retirement Intel 25:10

7M ago25:10

25:10

Welcome to Retirement Intel. A weekly show where we discuss the latest topics in the world of retirement planning. Register for our special Election 2024 Webinar https://us06web.zoom.us/webinar/register/2317259796632/WN_waTtS70hQKSHdziwHSmQMg See if you’re on track https://www.theoremwm.com/start-here Join us for a special Thursday Edition! This we…

1
Why Is Retirement Planning So Hard? 36:23

7M ago36:23

36:23

Welcome to Retirement Intel. A weekly show where we discuss the latest topics in the world of retirement planning. See if you’re on track https://www.theoremwm.com/start-here This weekly show airs every Tuesday at 4 p.m. Central Time, where we dive into the latest trends, insights, and strategies for your retirement planning. In today's episode, we…

1
CFO Secrets: Maximizing Profits with CFO Strategies with John Aman, Partner at B2BCFO 38:30

8M ago38:30

38:30

In this episode of "Elevate Your Business," Adam welcomes John Aman, Partner at B2BCFO and a 30+ year veteran in the financial services industry. Specializing in lower and middle-market privately held companies with revenues ranging from $2 million to $60 million, John shares his expertise on how CFOs analyze financials to drive profit growth. Adam…

1
Overcoming Real Estate Challenges with Rachel Alley, Realtor with Keller Williams 27:53

8M ago27:53

27:53

In this episode of The Retirement Fiduciary, Adam welcomes back Rachel Alley, Realtor and Team Leader for The Millennium Group at Keller Williams Capital Partners in Central Ohio. Rachel revisits the podcast to discuss the significant shifts in the residential real estate market since her last appearance over two years ago. She highlights the chall…

1
Retirement Intel: Retiree Healthcare Costs Higher Than Expected 30:39

8M ago30:39

30:39

Welcome to Retirement Intel. A weekly show where we discuss the latest topics in the world of retirement planning. See if you’re on track https://www.theoremwm.com/start-here This weekly show airs every Tuesday at 4 p.m. Central Time, where we dive into the latest trends, insights, and strategies for your retirement planning. In today's episode, we…

1
Retirement Intel: Should Retirees Be Selling? 48:22

8M ago48:22

48:22

Welcome to Retirement Intel. A weekly show where we discuss the latest topics in the world of retirement planning. See if you’re on track https://www.theoremwm.com/start-here This weekly show airs every Tuesday at 4 p.m. Central Time, where we dive into the latest trends, insights, and strategies for your retirement planning. In today's episode, we…

1
The Future of Accounting and CPAs with David Hartley 45:41

8M ago45:41

45:41

In this episode of "Elevate Your Business," Adam sits down with David Hartley, Partner-In-Charge at Anders CPA and Advisory, to explore the evolving landscape of accounting, tax work, and CPA services in a post-pandemic world. David shares his insights on how the industry is changing, revealing what he sees as the "cheat code" to thriving in this n…

1
How to Run a Successful Multigenerational Family Business with Bard Manufacturing 32:32

8M ago32:32

32:32

In 1914, Dale Bard launched Bard Manufacturing Company in Bryan, Ohio. Today, Bard Manufacturing is an international leader in the commercial heating and cooling industry known for its integrity, quality products, and exceptional customer service. In this episode, Host Jordan Rodriguez interviews leaders from the 4th Generation (Bill Steel and Pam …

1
Retirement Intel: Will The U.S. Debt Impact Your Retirement 31:52

8M ago31:52

31:52

Welcome to Retirement Intel. A weekly show where we discuss the latest topics in the world of retirement planning. [START PLANNING TODAY] https://www.theoremwm.com/start-hereThis weekly show airs every Tuesday at 4 p.m. Central Time, where we dive into the latest trends, insights, and strategies for your retirement planning. In today's episode, we …

1
Unleashing Your True Potential with Natalie Siston, Author of "Let Her Out: Reclaim Who You Have Always Been" 40:52

9M ago40:52

40:52

In this episode of The Retirement Fiduciary, host Adam welcomes Natalie Siston, a dynamic speaker and best-selling author of "Let Her Out: Reclaim Who You've Always Been." Natalie dives into her upbringing in a small Ohio town of just 600 people and how these humble beginnings significantly shaped her career trajectory. She explains the pivotal rol…

1
Understanding ESOPs with Joseph Sophia, Troy Starr, and Greg Daugherty 52:23

9M ago52:23

52:23

In this episode of "Elevate Your Business," Adam discusses Employee Stock Ownership Programs (ESOPs) with experts Joseph Sophia, Troy Starr, and Greg Daugherty. They explain how ESOPs work, differentiating them from other business exit plans and employee benefits. Learn about the benefits ESOPs offer to both employers and employees, making them an …

1
Retirement Intel: Huge 401(k) Rollover Mistake Made By Many 33:24

9M ago33:24

33:24

Welcome to Retirement Intel. A weekly show where we discuss the latest topics in the world of retirement planning. [START PLANNING TODAY] https://www.theoremwm.com/start-hereWelcome to our first-ever live broadcast of "Retirement Intel" with your host, Johnathan Rankin! This weekly show airs every Tuesday at 4 p.m. Central Time, where we dive into …

1
Financial Psychology with Dr. Moira Somers, Blackwood Family Enterprise Services 36:06

9M ago36:06

36:06

The psychological aspect of finance is not one to be slept on. In this episode, Host Jordan Rodriguez interviews Dr. Moira Somers, Founding Partner and Chief Learning Officer of Blackwood Family Enterprise Services. She specializes in the growing new field of financial psychology and the associated family dynamics. Hear how money is tied to emotion…

1
EU elections’ not-so-hard-right turn; US Supreme Court rewrites administrative law 27:37

9M ago27:37

27:37

In this episode, Europe managing editor Leigh Stringer talks about the results of this summer’s elections in Europe and what they might mean for policies like the EU’s REACH revision and the alternative transitional registration model (ATRm) for UK REACH. Senior editor Terry Hyland talks about the US Supreme Court’s landmark decision to overturn Ch…

1
Making Sense of Tax-Loss Harvesting: How to Profit From Your Losses 12:51

9M ago12:51

12:51

In this quick episode Adam demystifies the strategy of tax-loss harvesting and its benefits for investors. Adam explains how this technique allows you to turn investment losses into financial gains by offsetting capital gains with capital losses, reducing your overall tax liability. Adam discusses how to avoid paying taxes come tax season by trimmi…

1
Charitable Strategies with Dan Nigito, American Philanthropic Advisors 48:57

9M ago48:57

48:57

How do you avoid becoming an accidental philanthropist? In this episode, Host Jordan Rodriguez interviews Dan Nigito, CEO of American Philanthropic Advisors and Author of The Power of Leveraging the Charitable Remainder Trust. He's been serving the financial services industry for 35 years and specializes in using Charitable Remainder Trusts (CRTs),…

1
Navigating Digital Business Acquisitions for IT Professionals with Michael Frew 32:21

9M ago32:21

32:21

In this episode of "Elevate Your Business," Adam chats with Michael Frew of Dev Driven Acquisitions to explore the world of digital business acquisitions. Michael shares his journey from the corporate sphere of software engineering to online business purchases. He discusses the benefits for IT professionals of acquiring established online businesse…

1
Real Estate as a Business Asset with Blair Wood and Kevin Joseph, Weber Wood Medinger 36:07

9M ago36:07

36:07

Real estate is often overlooked as a business asset. In this episode, Host Jordan Rodriguez interviews Blair Wood and Kevin Joseph, Partners at Weber Wood Medinger. They’re an expert real estate investment advisory that started in 1968. Hear why it’s important to consider the real estate before selling your business, how a sale leaseback works, how…

1
Market Trends To Consider When Investing In An Election Year 15:13

9M ago15:13

15:13

In this quick episode of The Retirement Fiduciary, titled "Investing in Election Years: Trends, Realities, and Seasonal Insights," Adam Koos provides a comprehensive look at how election cycles impact market trends. Adam discusses the importance of not getting swept up in the political excitement and focuses on making informed investment decisions.…

1
What Makes a Business Valuable? With Shina Culberson, Quist 38:14

10M ago38:14

38:14

How is a business valuation determined? In this episode, Host Jordan Rodriguez interviews Shina Culberson, President of Quist. She has over two decades of financial and valuation experience and specializes in business and securities valuation engagements for corporate finance, financial reporting, and tax purposes. Hear the 4 phases of the business…

1
How Company Culture Alignment Impacts a Sale with Guest Jacqueline Martinezof Alaris Advisors 23:25

10M ago23:25

23:25

In this episode I interview guest Jacqueline who is also a sale-side advisor who specializes in selling RIAs - Registered Investment Advisor firms. She brings a wealth of knowledge to the table and insight about the importance of company cultural alignment to a transaction. It isn't always just about the money when we sell a business. Enjoy! Visit …

1
How To Use 1031s and DSTs To Minimize Real Estate Taxes with Greg Smith, VP of IPX1031 30:56

10M ago30:56

30:56

6In this episode Adam sits down with Greg Smith, VP of IPX1031, to unravel the complexities of 1031 exchanges and Delaware Statutory Trusts (DSTs). As experts in the field, Greg and his team help real estate sellers minimize tax liabilities and reinvest those savings into their next ventures, making these tools invaluable for savvy investors. Throu…

1
Business Owner’s Mindset with Scott Snider, Exit Planning Institute (EPI) 41:50

10M ago41:50

41:50

Exit planning starts long before the exit. In this episode, Host Jordan Rodriguez interviews Scott Snider, President of the Exit Planning Institute (EPI) and Operating Partner of Snider Premier Growth, a small family investment company. He’s a nationally recognized industry leader, growth specialist, and lifetime entrepreneur. Hear his entrepreneur…

1
Transferring Wealth with Scott Mashuda, REAG 36:29

10M ago36:29

36:29

M&A is a process - not an event. In this episode, Host Jordan Rodriguez interviews Scott Mashuda, Co-Founder and Managing Director of REAG. They’re a certified and award-winning lower-middle market investment bank who are experts in the sale, acquisition, valuation, dissolution, and consolidation of closely-held companies. Hear how Scott decided to…

1
Being an Elite Operator with Jon Park, Westfield Bank 31:53

10M ago31:53

31:53

Welcome to Price Discovery: Money & Mindset! It takes a ton of effort and experience to become an elite operator. In this episode, Host Jordan Rodriguez interviews Jon Park, the retired Founder, Chairman, and CEO of Westfield Bank - a 2001 startup and now one of Ohio’s largest community banks. He currently serves as a Director of 4 corporations - 2…

1
Speeding Up The Market: What Every Investor Needs to Know About Trading Rule Changes 30:32

10M ago30:32

30:32

In this episode of The Retirement Fiduciary, Adam Koos discusses the complexities of the new trading rules that have recently come into effect. Adam breaks down these rules, which are far from self-explanatory, offering clarity and guidance for investors navigating this updated landscape. He dives into changes to transaction dates, explaining what …

1
Understanding Qualified Small Business Stock (QSBS) 7:28

10M ago7:28

7:28

In this episode of Modern Wealth Insights, we explore the intricacies of Qualified Small Business Stock (QSBS) and its powerful tax advantages. Learn about the eligibility requirements for both companies and investors, the significant benefits, and the potential challenges of QSBS. Discover how strategic investment in QSBS can lead to substantial t…

1
The Importance of Leadership Development When Scaling a Business with Shawn Richards, the founder of Blue Sky Business Consulting 16:06

10M ago16:06

16:06

In this episode, I welcome Shawn Richards, the founder of Blue Sky Business Consulting. Shawn shares his unique approach to business advising, focusing on helping businesses transition from a growth model to a scaling model. He discusses the four key areas he addresses: financial systems, systems and operations, leadership and team development, and…

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